Episodes

Wednesday Dec 13, 2023
Why??
Wednesday Dec 13, 2023
Wednesday Dec 13, 2023
Most firm owners are not particular about the greater reason for their business. Find out why having a purpose is incredibly important.

Wednesday Dec 06, 2023
How to Raise Prices on Legacy Clients
Wednesday Dec 06, 2023
Wednesday Dec 06, 2023
One of the most challenging aspects of running your firm is raising prices for your long-time and loyal clients. In this episode, I shared the reasons why it's reasonable to offer updated pricing and ways on how you should do it.

Wednesday Nov 29, 2023
How I Ran My Firm Without Timesheets
Wednesday Nov 29, 2023
Wednesday Nov 29, 2023
Running a firm without the burden of timesheets can be challenging. In this episode, I shared actionable strategies to streamline your accounting firm for greater efficiency without relying on timesheets.

Wednesday Nov 22, 2023
7 Innovative Ideas to Level Up Your Firm’s Customer Experience
Wednesday Nov 22, 2023
Wednesday Nov 22, 2023
Check out these innovative ideas regarding customer experience improvements. I also shared a bit of backstory about my personal experience.

Wednesday Nov 15, 2023
There Is No Marketing Better Than This
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
There's no such thing as a one-size-fits-all when it comes to marketing. That being said, this "strategy" is as close as you'll ever get.

Wednesday Nov 08, 2023
The Top 4 Non-Productive Activities for Firm Owners
Wednesday Nov 08, 2023
Wednesday Nov 08, 2023
Maximize efficiency by recognizing and minimizing non-productive tasks. Explore the top 4 tasks to enhance productivity.

Thursday Nov 02, 2023
3 Top Tools for Efficient Email
Thursday Nov 02, 2023
Thursday Nov 02, 2023
Effectively managing emails can be a time-consuming task. Explore these tools that can aid in handling your inbox and enhance efficiency.

Thursday Oct 26, 2023
4 Wow Moments to Level Up Your Onboarding Process
Thursday Oct 26, 2023
Thursday Oct 26, 2023
A good onboarding process can be a significant factor in retaining clients. Consider these 4 tactics to leave a lasting impression.

Thursday Oct 19, 2023
9 Strategies to Differentiate Your Accounting Firm
Thursday Oct 19, 2023
Thursday Oct 19, 2023
It's difficult to stand out as most firms offer the same thing. As such, check out these 9 strategies to differentiate your firm from others.

Thursday Oct 12, 2023
More Firms Should Build Online Communities
Thursday Oct 12, 2023
Thursday Oct 12, 2023
Discover how an online community can be a factor in securing more deals, improving client experience, and a differentiator for your firm.