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An actionable podcast designed for accounting firm owners and partners. Each episode provides listeners with one-quick actionable lesson or takeaway that will help them scale a systematic firm that improves their lifestyle.
Episodes
Wednesday Feb 12, 2020
Wednesday Feb 12, 2020
If you're curious about offering app advisory services, I sit down with the co-founder of App Advisory Plus and Xero platinum firm owner, Will Farnell to learn more. We chat about what these services are, how to scope them and why they're important.
Wednesday Jan 29, 2020
Wednesday Jan 29, 2020
Considering starting your own podcast at your firm? I interview Blake Oliver & David Leary of the Cloud Accounting Podcast to get their tips & tricks.
Wednesday Jan 15, 2020
Wednesday Jan 15, 2020
What does the Uber of the accounting world look like? Exactly like Taxfyle. I chat with the CEO of Taxfyle and their related product, Worklayer, to see how these tools are helping move accounting firms into the future by easing staffing and by adding instant capacity.
Wednesday Jan 08, 2020
Wednesday Jan 08, 2020
Indinero is an accounting tech startup that has raised $10M, has 300+ employees, develops their own proprietary software to deliver their accounting services. Plus, they are actively acquiring other forward-looking accounting firms. I chat with their CEO to talk about what makes Indinero different & some of the firms they're acquiring (plus valuations).
Wednesday Dec 11, 2019
Wednesday Dec 11, 2019
Wanna hear about the latest accounting trends in the profession? Sure you do! But which ones are real and which ones are fake? I chat with a leading cloud accounting pioneer, Paul Meissner of 5 Ways Group, winner of the 2019 Xero Cloud Champion of the Year award to find out!
Wednesday Nov 20, 2019
Wednesday Nov 20, 2019
Want to hear about how you can value price in your firm? Look no further than the master himself, Ron Baker. I was lucky enough to speak to Ron about the 8 steps to value pricing along with some cool tips & tricks to use in your own firm.
Wednesday Nov 06, 2019
Wednesday Nov 06, 2019
Each and every day we scan through 100, maybe even 1000's, of social media posts. It's to the point where if you're getting involved in social media marketing that it's almost impossible to cut through the noise.
If you're interested in social media for accountants and in using it in your firm, fear not. Katie Thomas, CPA has you covered.
She has almost 10,000 Instagram followers, a loyal Linkedin audience with super high engagement and a newly started Youtube channel. In this episode she shares her tips & tricks when it comes to social media for accountants and how accountants, bookkeepers & CPA's get up their game and get started.
Wednesday Oct 23, 2019
Wednesday Oct 23, 2019
Botkeeper is one of the hottest tech startups in the accounting space. They designed an artificial intelligence based bookkeeping platform paired with accountants to help automate the bookkeeping process for those looking to outsource their bookkeeping (firms & companies alike).
I was interested to learn more about exactly how Botkeeper works and how their service has been helping firms who want to scale their bookkeeping services, so I spoke to their CEO, Enrico Palmerino about it. What is Botkeeper? How does it work? What tips does Enrico have for firms before outsourcing and what's on the horizon for automated bookkeeping? Listen to find out.
Wednesday Oct 09, 2019
Wednesday Oct 09, 2019
ConnectCPA is a remote firm of 26 people that won the Xero Platinum Part of the Year award in North America in 2018. I was curious about how this firm made the transition towards being a distributed team. I had a chance to chat with Mike Pinkus & Lior Zehster, partners at the firm, about some of their tips for other firms other looking to make the transition to managing a remote accounting firm.
Wednesday Sep 18, 2019
Wednesday Sep 18, 2019
Freshbooks is the 2nd largest small business accounting software company in North America and I had a chance to chat with their CEO to talk about what's on the horizon for cloud accounting apps. Recently, Freshbooks received a major investment from JPMorgan Chase and I was curious about the implication on cloud accounting due to this deeper banking relationship, how it may affect your firms and how we might see cloud accounting evolve.