Episodes

Wednesday Feb 26, 2025
If The System Was Magic, What Would It Do?
Wednesday Feb 26, 2025
Wednesday Feb 26, 2025
There's always room to improve your client experience. In this episode, I share how this question by Jeff Bezos can help your firm.

Wednesday Feb 19, 2025
Content Marketing for Your Accounting Firm: Should You?
Wednesday Feb 19, 2025
Wednesday Feb 19, 2025
Are you considering content marketing to help get more clients for your firm? Hear about my experiences and insights to help you decide.

Wednesday Feb 12, 2025
I've Cloned Myself...
Wednesday Feb 12, 2025
Wednesday Feb 12, 2025
Click here to get more details about RyanBot: https://docs.google.com/document/d/1i_GfdO78_PHBqBdY8G5LljvIat2NPMrA1kQP6mjQG04/edit?usp=sharing

Wednesday Feb 05, 2025
Why is PE Interested in Buying Your Firm?
Wednesday Feb 05, 2025
Wednesday Feb 05, 2025
Private equity is targeting the accounting industry. In this episode, I dive into the reasons why and what it means for your firm.

Wednesday Jan 29, 2025
How to Handle an Upset Client
Wednesday Jan 29, 2025
Wednesday Jan 29, 2025
Every firm will have unhappy clients. Discover quick and effective ways to turn situations around and keep clients happy.

Wednesday Jan 22, 2025
What My Team Looked Like (From Scratch to Sale)
Wednesday Jan 22, 2025
Wednesday Jan 22, 2025
Discover how I built my Xen Accounting team — who I hired first, why I chose them, and how my team evolved before I sold my firm.

Wednesday Jan 15, 2025
5 Steps to Delegate More at Your Firm
Wednesday Jan 15, 2025
Wednesday Jan 15, 2025
Learn how to delegate the right way so you can hand off tasks you don’t enjoy, free up your time, and focus on what matters most.

Wednesday Jan 08, 2025
My Thoughts on the Bench Meltdown
Wednesday Jan 08, 2025
Wednesday Jan 08, 2025
Bench, a leading bookkeeping firm, abruptly shut down recently. Here are my insights on this news and what this means for your business.

Wednesday Jan 01, 2025
If At First You Don't Succeed, Try, Try Again
Wednesday Jan 01, 2025
Wednesday Jan 01, 2025
To succeed in business, you’ll need strong sales, marketing, and more. However, there's one quality that could make all the difference.

Thursday Dec 26, 2024
The Hardest Firm Owner Trait to Master
Thursday Dec 26, 2024
Thursday Dec 26, 2024
What trait sets successful firm owners apart? In this episode, I share the key quality for achieving your ideal work-life balance.

