Future Firm Accounting Podcast

Avoid Saying These 4 Things to Potential Clients

I’ve seen many firms use selling points that not only fall flat—but can actually push potential clients away. Here’s what to avoid.

My Top 4 AI Apps Right Now

I use AI for problem solving and replicating my expertise so my members could pick my brain 24/7. Here are my 4 favorite AI apps right now.

Only 2 Things Solve Being Super Busy

More tech won’t fix your capacity crunch if you’re maxed out. This episode breaks down a smarter way to tackle overcapacity head-on.

Finding Clients in Online Communities (Easy & Cheap)

Virtual networking can boost your firm’s visibility if done right. Here’s how to make it work without spending a fortune or too much time.

Episode 200: You're The Boss

In episode 200 I review a major theme of importance for those running firms: you are the boss and you are the one in control of your own destiny.

The Client Overview Template: The Key to Smooth Knowledge Transfers

Avoid missed work and unhappy clients with a client overview template. Discover how this can help you systematize your firm.

What To Include in Your 3-Tiered Packages

My favorite way to standardize services and make scaling easier is 3-tiered pricing. Here's what to include in each tier.

Your Firm's Biggest Priority (Is Not What You Think)

At a recent accounting conference, the loudest cheers were for a small software update. In this episode, I explain why that might be a problem.

Job Descriptions: The Key to More Autonomy in Your Firm

Find out how clear job descriptions build accountability, make delegation easier, and free up your time to focus on scaling your firm.

Referral Programs for Accounting Firms

Most firms take a passive approach to referrals, but a proactive strategy can bring in high-quality clients — if done the right way.