Business Strategy for CPA's
306 episodes - English - Latest episode: 6 days ago - ★★★★★ - 22 ratingsBusiness Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
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Episodes
099 Lean and Profitable By Design, with Anjali Jariwala, CPA, CFP, & founder of FIT Advisors
August 19, 2020 09:00 - 57 minutes - 79.1 MBAnjali Jariwala, CPA and CFP®, is the founder of FIT Advisors — a financial planning firm serving physicians and business owners virtually across the US. She utilizes her expertise in tax and finance to empower her clients to discover and reach their life goals while building a stable financial future. Anjali hosts Money Checkup podcast - a semi-monthly checkup that discusses the many facets of financial well-being. When Anjali started her practice 5 years ago, baked right in...
098 A Framework is Essential to CPAs Working Less and Earning More
August 12, 2020 09:00 - 12 minutes - 17.6 MBToday we're talking about how creating your own signature framework can be a gamechanger in your accounting practice. A framework is your process or methodology, your approach of how you work with your clients. It's the process you walk your clients through to get the consistent, impressive results you help them get. A framework helps both you and your clients know how to think about things. Most CPAs I work with have a framework. They just don't realize it. What they tend to ...
097 Get Reading Outside the Accounting Box
August 05, 2020 09:00 - 12 minutes - 16.8 MBWhat’s on your summer reading list? Now that the July 15th deadline is behind us, hopefully you have a bit more discretionary time to read the latest releases on finances. Now, I don't need to tell you why to read books, but I will anyways: because you want to work smarter. You want to set yourself apart and you want to find forward-thinking ways of adding high value to your clients so that you can start working less and earning more. In my reading, I learned that double-ent...
096 Accounting Marketing Doesn’t Suck, with Hugh Duffy, CEO of Build Your Firm
July 29, 2020 09:00 - 25 minutes - 28.8 MBToday’s guest is Hugh Duffy, CEO and Co-Founder of Build Your Firm (BYF), Inc. Hugh is the leading marketing coach for accountants and takes pride in the impact that it has on their practice, and lives. With more than thirty years of marketing experience, Hugh has been teaching accountants how to improve their marketing so they can make more money in their accounting practice. I wanted to have Hugh on so that you can better understand the role marketing can and should be playin...
095 CPAs Land Better Clients Using This Strategy
July 22, 2020 09:00 - 12 minutes - 13.8 MBIn this episode, you get a different way of thinking about the proposal and it's called a choice of yeses. A yes or no choice pits you and your buyer against each other. But when you give your prospect options, you change the very nature of the conversation: You set your clients up to answer an entirely different question: What's the best way for me to work with this person? Now they're viewing your relationship as a partnership, a collaboration whereby you are offering them opt...
094 Did Your Accounting Practice Take a COVID Detour?
July 15, 2020 09:00 - 11 minutes - 13.7 MBIf COVID has taken your accounting practice on a long, unexpected detour, it's time to pause and ask yourself where you are relative to your goals. And given where you are, what is the best path to get you to your goals? You might tell yourself that you don't have the time. But the truth is that if you don't take the time now it'll cost you far more time and far more energy in the long run to get to wherever it is you want to go. Now's the time to pick your head up: if you d...
093 Prediction: Forecasting Will Benefit Your Accounting Business
July 08, 2020 09:00 - 11 minutes - 12.6 MBBusiness owners across the country are wondering, more like, dying to know, what the impacts of COVID might be to their business, their revenue, and their cash flow. They want to know the best case, worst case and likely case scenarios. And they want to know the UH-OH case of how long do I have before I run out of cash. By providing simple scenarios, you can help your business-owning clients, make wiser decisions sooner. As a CPA, you can run scenarios and be clear about the va...
092 Level the Playing Field with Germeen Guillaume of Visionary Accounting Group
July 01, 2020 09:00 - 37 minutes - 42.4 MBToday’s guest is Germeen Guillaume (GEE-YOME), Founder of Visionary Accounting Group. Germeen founded Visionary Accounting Group in 2015 and has been helping nonprofits leverage technology as a means to gain deeper financial insight and real time data. To date, Germeen has led the Company in recouping over $2.8M in receivables, through workflow automation and accounting system conversions. I wanted to have Germeen on to better understand the experience that people of color ha...
091 Is Your Accounting Niche Niche-y Enough?
June 24, 2020 09:00 - 8 minutes - 9.43 MBToday, we're talking about how niching can bring you one step closer to earning more while working less. Having a clear niche as a CPA is the single biggest thing you can do to get you off the hamster wheel of working like crazy, and makes it easy for great clients to find you because you're a go-to expert in their field. When you go through the process of making your niche niche-y enough, your business will become more simple for you to run. You'll deliver more value, more ea...
090 How to Design vCFO Services, with Adam Hale, COO of Summit CPA Group
June 17, 2020 09:00 - 33 minutes - 38.5 MBToday’s guest is Adam Hale, Co-Founder and COO of Summit CPA Group. Summit CPA Group is the leading provider of Virtual CFO Services in North America. Summit CPA offers virtual CFO, Controller, and transaction-level services remotely and at scale. And Adam works with his team to deliver the best possible vCFO services to their clients. I wanted to have Adam on to dig into the art and science of pricing and delivery of these services, so that you can learn his hard-earned sec...
089 [Coaching] How to Attract More of the Right Clients, with Annette Bevers, CPA
June 10, 2020 09:00 - 32 minutes - 37.3 MBToday’s guest is Annette Bevers, a solo CPA based in northern California. I wanted to have Annette on because she has many of the classic challenges that CPAs face when they say yes to most types of work that arrive at their door. She has a mish-mash of clients, whose needs vary, which makes it hard to have consistent processes, which means work takes up a lot of time, leaving little to think about growing strategically. She’s bogged down in work and not using her full potenti...
088 The Case of the $475K Proposal: Did They Accept?
June 03, 2020 09:00 - 18 minutes - 21.3 MBI have a story for you today about what is possible in your business. So often the thing I hear from my clients is that one of the reasons they wanted help working together was that they knew that bigger was possible in their businesses. But they didn't necessarily know how to get there. They knew that other CPAs were making this transition from billing by the hour to shifting into delivering high value. They knew that others were doing it, but they didn't really know that they th...
087 You Create Work-Life Harmony, with Amy Vetter, CEO of the B3 Method® Institute
May 27, 2020 09:00 - 32 minutes - 37.1 MBToday’s guest is Amy Vetter. Amy is the CEO of the B3 Method® Institute, a keynote speaker, corporate board member, author, and contributor to Inc.com and Entrepreneur.com. Amy authored the book: Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. She is the host of the Breaking Beliefs Podcast. I wanted to have Amy on to talk about how to manage yourself and your time in your business and in your life so that you find better balance. My take-aways ...
086 Secrets of Shifting to vCFO Services, with Jody Grunden, Co-Founder and CEO of Summit CPA Group
May 20, 2020 09:00 - 38 minutes - 43.6 MBMy guest today is Jody Grunden, Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America. Jody is passionate about changing the way people think about accounting. As the author of Digital Dollars and Cents, Jody literally wrote the book on helping digital companies create a financial roadmap to success. Summit CPA offers virtual CFO, Controller, and transaction-level services remotely and at scale. I wanted to have Jody on to ...
086 Secrets of Shifting to vCFO Services, with Jody Grunden, Co-Founder and CEO of Summit CPA Group
May 20, 2020 09:00 - 36 minutes - 42.3 MBMy guest today is Jody Grunden, Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America. Jody is passionate about changing the way people think about accounting. As the author of Digital Dollars and Cents, Jody literally wrote the book on helping digital companies create a financial roadmap to success. Summit CPA offers virtual CFO, Controller, and transaction-level services remotely and at scale. I wanted to have Jody on to talk abou...
085 Designing Systems for Great Customer Experience, with Claire Stewart, Founder of Cartmill Stewart
May 13, 2020 09:00 - 35 minutes - 40.5 MBToday’s guest is Claire Stewart, the Founder of Cartmill Stewart. Claire and her partner have totally dialed in their systems to run an efficient practice, including having gone paperless. Systems and workflows are a common pain point for accounting practice owners so I wanted to dig in. The highlights were: 1. Creating issues that didn’t need to be there. And that sometimes clients who “behave badly” do so because they were set up that way. So they make themselves go ...
085 Designing Systems for Great Customer Experience, with Claire Stewart, Founder of Cartmill Stewart
May 13, 2020 09:00 - 34 minutes - 39.2 MBToday’s guest is Claire Stewart, the Founder of Cartmill Stewart. Claire and her partner have totally dialed in their systems to run an efficient practice, including having gone paperless. Systems and workflows are a common pain point for accounting practice owners so I wanted to dig in. The highlights were: 1. Creating issues that didn’t need to be there. And that sometimes clients who “behave badly” do so because they were set up that way. So they make themselves go back to t...
084 Women: Speak Up in Your Field, with Carol Cox
May 06, 2020 09:00 - 29 minutes - 34.3 MBToday’s guest is Carol Cox. Carol is the founder of Speaking Your Brand®, a coaching and training company that helps women entrepreneurs and leaders around the world create their signature talks, whether it’s for a keynote, TED talk, conference session or business presentation, and position themselves to get better (and paid) speaking engagements. Carol is host of the weekly Speaking Your Brand® podcast and during election seasons serves as a Democratic political analyst on TV new...
083 Fix This Next in Your Accounting Practice, with Fix This Next Author, Mike Michalowicz
April 27, 2020 09:00 - 25 minutes - 29.3 MBMike mi-KAL-o-wits is the author of Profit First, Clockwork, Surge, The Pumpkin Plan, and his newest release Fix This Next. By his 35th birthday, Mike had founded and sold two companies - one to private equity and another to a Fortune 500. Today he is running his third multi-million dollar venture, Profit First Professionals. Mike is a former small business columnist for The Wall Street Journal and the former business makeover specialist on MSNBC. Over the years, Mike has trav...
082 [Coaching] Logic vs Intuition: How to Choose Fulfilling Work, with Erica Goode
April 22, 2020 09:00 - 30 minutes - 28.2 MBToday’s guest is Erica Goode, a Certified Public Accountant with 12+ years of experience in Big 4 public accounting, Fortune 50 finance, and small business accounting. She has a passion for creating cashflow forecasts and long-range plans that enable small business owners to think more strategically given solid financials. I wanted to have Erica on the podcast to do an on-air coaching call because I know that she struggles with a lot of the same struggles as so many other listene...
081 Time to Rethink Your Pricing Strategy? with Ron Baker, Founder of VeraSage Institute
April 15, 2020 09:00 - 47 minutes - 54.9 MBToday’s guest is Ron Baker. Ron is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally. He is the author of seven best-selling books, including Professional’s Guide to Value Pricing and his latest book The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, co-authored with Ed Kless. Ron is also the host of the show The Soul of Enterprise: Business in the Knowledge Economy, which you can find both as a podca...
080 [Series] Lies of the Accounting Industry: #1 - Charge What You're Worth
April 08, 2020 09:00 - 11 minutes - 13.1 MBI’m kicking off a new series of episodes, Lies of the Accounting Industry. What I want to do in this series of episodes is bring up these mindset challenges, pieces of dogma, myths and so on, that I think are problematic and that have infiltrated the industry and the thinking. So let's start with number one, charge what you are worth. The MAIN problem: Your prices are (almost entirely) not about you Your prices are about the buyer Your prices are about the value yo...
079 [Coaching] How to Move into Advising with Heather Zeitzwolfe of Zeitzwolfe Accounting
April 01, 2020 09:00 - 54 minutes - 62.4 MBToday’s guest is Heather Zeitzwolfe, a CPA certified with the State of Oregon’s Board of Accountancy and a member of the AICPA. Heather was excited for the opportunity to do an on air coaching call to come on the podcast and talk about some of the challenges she faces in her business, and to look for direction and clarity around how best to grow. Here are Heather’s key takeaways: No more working for free! It’s possible to help people with limited means, but in smaller doses...
078 How to Design Better Workflows in Your Business, with David Cristello, Founder & CEO of Jetpack Workflow
March 25, 2020 09:00 - 36 minutes - 41.9 MBToday’s guest is David Cristello, Founder & CEO of Jetpack Workflow, which empowers thousands of accounting firm owners to build a better firm through managing all their client work in a single, easy to use application. He's also the host of the "Growing Your Firm" podcast, an interview series that highlights best practices and trends in team management, metrics, M&A, marketing and more. David is also the co-author of the best selling book "Double Your Accounting Firm". His work...
077 Tips For Staying Present In The Face Of Uncertainty
March 18, 2020 09:00 - 22 minutes - 25.4 MBToday we are interrupting common narratives heard out there and wanted to provide you with a counter-narrative, to the assumption that people must be or should be anxious and stressed. Coronavirus is spreading through our communities. We have options for how we want to be, with that reality. Options include panic, stress, avoidance, ignoring, rebelling, and my favorite: staying present. Here are five tips for staying present in these uncertain times: Watch out for phrases and ...
076 Are You Selling at a Discount to Full-Price Buyers?
March 11, 2020 09:00 - 11 minutes - 13 MBThis week, we're talking about value-based fees and pricing. I want to share with you some different perspectives that may loosen the tangle of logic emotion, guilt, fear, and obligation we have around money and pricing. What I hear my clients getting stuck with, and other people that I'm in conversation getting stuck with is, “How much do I price?” and “What do I charge?” Are you selling to people who like to buy things at a discount for whatever reason? Or are you selling to ...
075 How to Keep the Scope Creeps at Bay, with Jenn Barley of Kickstart Your Edge
March 04, 2020 10:00 - 35 minutes - 40.2 MBI wanted to talk with Jenn to tap her expertise about boundaries. So many of the challenges business owners face come back to clear and strong boundaries. Things like scope creep, meetings going long, staying late at the office, giving away your workout, choosing to not sleep as much as your body needs, to giving away services at a discount or even free. It all comes back to clear and strong boundaries. It’s been a long time that I have known that boundaries are an issue that ...
074 Ways to Keep Stress Under Control in Tax Season, with Christine Lustik, owner of Mindfulness in Organizations
February 26, 2020 10:00 - 48 minutes - 55.7 MBToday’s guest is Christine Lustik, PhD, owner of Mindfulness in Organizations. After spending 14 years in leadership and the arena of online higher education, Christine transitioned to a role of helping teams, and the individuals in them, to thrive. Christine works with leaders and teams who find themselves in a culture of stress, disconnection, overwhelm, and chaos. And uses the practices of mindfulness and proactive resilience to change the culture to one of connection, productiv...
073 Does Money Find You Attractive?
February 19, 2020 10:00 - 27 minutes - 31.3 MBToday I'm returning to the topic of sending mixed signals to money, resenting money and learning to love money. First, let’s go back to Episode 34 - Are You Sending Mixed Signals To Money? The basic idea in that episode is that in our lives and in our businesses, a lot of us send mixed signals to money. We say we want more money, we want to make more money. And then we also find ways of communicating the exact opposite. So we have these competing signals that we send to money...
072 Are You Wiping Out Often Enough?
February 12, 2020 10:00 - 33 minutes - 38.4 MBToday, I have a few stories to tell. About driving in the snow, hockey, ice skating, skiing, and sports in general. Then I relate all these stories to things that we can do to move our business forward: Steer towards what you fear Commit Trust You will wipe out in your business Get back up and get back in the game When was the last time you totally wiped out in your business? Wiping out is a part of the process of learning and the more beginner we are at the thing we'r...
071 How to Help Your Clients Build A Better World, with Steve Pipe, founder of Accountants Changing the World
February 05, 2020 10:00 - 1 hour - 71.8 MBToday’s guest is officially the world’s most highly rated advisor to accountants. Steve Pipe is a best-selling author, dynamic speaker and founder of Accountants Changing the World and the AVN Association of Proactive UK Accountants. I wanted to interview Steve to talk with him about where he sees CPAs and accountants getting stuck in growing their own businesses, as well as to talk about his current path being a force for good in the world, and inspiring and showing business owne...
070 Be Strategic About Your CPEs, with Melisa Galasso of Galasso Learning Solutions
January 29, 2020 10:00 - 33 minutes - 38.8 MB**Listener survey - help shape the podcast to what you want to hear!** https://bit.ly/3ay8FDt Today’s guest is Melisa Galasso. She is the founder of Galasso Learning Solutions, where she offers custom, continuing professional education to CPAs, focused on engaging learner experience and improved performance outcomes. I wanted to interview Melisa to talk with her about Continuing Education. While it might not be the sexiest topic ever, with 40 required hours every year, it...
069 Guiding Clients to Profitability with Lisa Campbell, Owner of the Marcam Group
January 22, 2020 10:00 - 30 minutes - 35.5 MB**Listener survey - help shape the podcast to what you want to hear!** https://bit.ly/3ay8FDt Today’s guest is Lisa Campbell, founder of The Marcam Group, where she guides her clients to profitability as a Profit First strategist. I wanted to have her on because she started out just like many of you, as a solo practitioner, fell into all the predictable traps, until finally she realized that something had to change. So we explore her journey of her business growth and wh...
068 The Process of Niching Down to E-commerce Business Owners, with owner of Bookskeep, Cyndi Thomason
January 15, 2020 10:00 - 47 minutes - 53.9 MBMy guest today is Cyndi Thomason. Cyndi Thomason is the author of the bestselling book, Profit First for Ecommerce Sellers. She is a Mastery Level Certified Profit First Professional, and the founder and president of Bookskeep. Cyndi devotes much of her time speaking at various events such as ASD Market Week, SellerCon, ProfitCon, and other industry events. She is a regular contributor to The Private Label Insider, Inventory Lab and eComEngine blogs and newsletters. Her company cons...
067 Best Reads from 2019
January 08, 2020 10:00 - 37 minutes - 42.9 MBI wanted to start the year off with top five books and reviews from 2019, but I couldn't help myself and I got to at least nine. There were so many great reads that I got through this year. I hope you find something to enjoy that will potentially contribute to your own inside transformation. And by proxy, contribute to the transformation of your business, and lead to you living a whole and beautiful life. Here’s my 9 best reads from 2019: This is Marketing - Seth Godin h...
066 Happy New Year - Now Raise Your Prices
January 01, 2020 10:00 - 10 minutes - 11.6 MBWishing you a Happy New Year and a very prosperous 2020! I’m closing out the year with a few more jokes from Hazel and a question. What if you raised your prices by 10% and dropped 10% of your clients? Where would you end up? I play with these and more numbers is this short episode. See you in 2020.
065 Happy Holidays from Hazel and Me
December 25, 2019 10:00 - 4 minutes - 5.39 MBIt’s the holiday season, and it's time to step away from the mic so that I can spend time with my loved ones. And same for you. In this episode, you’ll hear my four year old girl Hazel bust out some math jokes. Merry Christmas! Happy holidays! Work with Geraldine: Strategy Session https://shethinksbigcoaching.com/strategy-session/ 1:1 Coaching https://shethinksbigcoaching.com/business-coaching/ VIP Day https://shethinksbigcoaching.com/vip-day/
064 Why & How to Claim Your Google My Business Profile, with Sommer Poquette CEO of Keep It Real Social
December 18, 2019 10:00 - 34 minutes - 39 MBToday’s guest is Sommer Poquette, Founder and CEO of Keep It Real Social. Sommer is an expert in Google Business, and I wanted to have her on today to talk about Google My Business and the Google My Business listing, how to get it if you haven't done it already, what its value is and why I think it's a good idea for you to claim your business listing on Google. So, are Google reviews the be all end all? No. Might they be a useful differentiator in your business? Might it be worth...
063 How to Get Started Adding Advisory Services
December 11, 2019 10:00 - 19 minutes - 22.3 MBI want to talk to you today about adding advisory services. I want to share with you my perspective of what I see from the outside looking in, what I hear from other business owners, about what business owners want from their CPA. As well as from the inside, watching my clients who want to grow their income and want to get more time back, knowing that there's this thing called advisory services that they maybe, can, and should be providing but they can't quite get to it. And organiz...
062 Making More Time in Your Business with Adrienne Dorison, Co-Founder of Run Like Clockwork
December 04, 2019 10:00 - 59 minutes - 67.7 MBMy guest today is Adrienne Dorison, the co-founder of Run Like Clockwork™. Adrienne Dorison is the Co-Founder of Run Like Clockwork™ alongside her business partner, Mike Michalowicz, where she equips CEOs to design a business and team that can run itself, like clockwork. Adrienne has helped hundreds of CEOs increase their profit margins, develop the right systems, create bulletproof teams and be able to take an unplugged vacation. Adrienne has spent the past 10+ years in the fie...
061 The Opportunity in Your Accounts Receivable
November 27, 2019 10:00 - 12 minutes - 14.5 MBA lot of business owners have tens of thousands of dollars hanging out in Accounts Receivable that is more than 30 days old. Where's the opportunity for you and your business, in these owed payments? If your clients owe you money, it’s likely that either they don't have enough cash to pay you, or they lack the systems to pay you on time. Dig deeper into your clients’ business to find layers of opportunity. Find out about their challenges. If they don’t have enough money, is...
060 Stand Out from the Crowd with Donna Leyens, President of Pumpkin Plan Your Biz
November 20, 2019 10:00 - 42 minutes - 48.5 MBMy guest today is Donna Leyens of the Provendus Group, and Pumpkin Plan Your Business. Donna is an entrepreneur, a Certified Professional Business Coach and has an MBA in Finance and Entrepreneurial Studies. She spent the early part of her professional career on Wall St. analyzing and raising capital for public and private companies. In other words, Donna knows what makes a company tick. Donna and Mike Michalowicz have partnered to create Pumpkin Plan Your Biz, where business o...
059 Planning for 2020 Happens Now
November 13, 2019 10:00 - 19 minutes - 22.3 MBIn this episode, what I want for you is to start thinking about 2020, because my friends, it is upon us. Since you get sucked away by the vortex of taxes from January to April, if you don't do business planning for 2020 now, then you're likely to not do it until May of 2020. What I see a lot of CPAs, and other types of business owners doing is just having their heads so buried in product delivery, that they don't pick up their heads, not just look at their business but to also d...
058 How Setting Up Your Ideal Week Saves You Time with Billie Anne Grigg
November 06, 2019 10:00 - 41 minutes - 48 MBMy guest today is Billie Anne Grigg, the Lead Technical Guide of Profit First Professionals, where she helps accountants, bookkeepers, and financial coaches learn how to leverage the Profit First brand and principles to stand out from their competitors, become more profitable, and transition to a more consultative role with their clients. She is also the founder of Pocket Protector Bookkeeping and a frequent contributor to financial and industry blogs, including Fundera Ledger and A...
057 Create Value for Your Clients with End-of-Year Meetings
October 30, 2019 09:00 - 10 minutes - 11.5 MBLast week I did a training for Profit First Professionals. If you've read the book Profit First by Mike Michalowicz, you may or may not know that he has a membership group associated with a book for accountants, bookkeepers, CPAs and business coaches who want to use these tools and implement them in their own practice for their own clients. They asked me to come and do a training called Recapture Your Money, which is a lot of the same ideas that I talked about in my episodes Wher...
056 How Being A Non-traditional Practice Fuels Growth, with Michelle Cooper, owner of Alchemy Accounting
October 23, 2019 09:00 - 41 minutes - 48 MBMy guest today is Michelle Cooper, owner of Alchemy Accounting in Chilliwack, British Columbia in Canada. Alchemy Accounting works with coaches and consultants around the world who are seeking clarity in their numbers and profitability in their business. Michelle is out to design a non-traditional accounting practice. And today we talk about what that might look like as technology enables more of us to be nomads at work. We also talk about the opportunity that presents for account...
055 [Coaching] Mindset Blocks Around Hiring with Dr. Sabrina Starling
October 16, 2019 09:00 - 55 minutes - 63.9 MBToday’s guest is Dr. Sabrina Starling, the business psychologist, author of "How to Hire the Best," and the founder of Tap the Potential. I invited Dr. Sabrina to be on the show today to talk about hiring, because I know how many of my own clients find it challenging to hire the right person. And oftentimes, they have resistance to hiring, and wait too long to make that next hire. Oftentimes, at their own detriment. And I'm aware that the resistance to hiring can often be mindset...
054 How Narrowing Your Niche Can Help You Grow Faster
October 09, 2019 09:00 - 18 minutes - 21.1 MBI want to talk to you today about what I see as one of the most important or biggest levers that you can pull in your business to help you grow. And that is specializing and narrowing down who you serve. Narrowing your niche is an incredibly important thing to do to help you grow your accounting practice. What I want to talk about is why it's harder to be a generalist, what the benefits are of specializing and nIching down. I want to address the fears and the myths about nichin...
053 Adding Advisory Services and the Power of Niching Down with Tracy Jepson
October 02, 2019 09:00 - 49 minutes - 56.7 MBMy guest today is Tracy Jepson, founder and owner of TLJ Bookkeeping and Consulting. Tracy started her bookkeeping practice as a side hustle in an effort to get out of debt. Four years later, her practice now includes small business strategy, consulting and advisory services, to work in partnership with businesses to create permanent profitability. In this episode, Tracy talks about her journey from charging by the hour to moving to retainer, how she listened to really underst...
052 From Solo to a Team of 6 in 5 years with Danielle Hayden of Kickstart Accounting
September 25, 2019 09:00 - 37 minutes - 42.4 MBToday’s guest is Danielle Hayden of Kickstart Accounting. Danielle left her corporate job in 2014 to help small business owners with their numbers and finances. Five years later she runs an accounting practice with six people on staff serving more than 275 clients all around the country. In interviewing Danielle, I wanted to showcase what's possible to create in five short years, especially when you're willing to lift yourself up and out of the task-doing in your practice and ...