Cover image of Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Updated 2 days ago

Rank #147 in Careers category

Business
Careers
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Growing Your Firm is the Top Podcast for Ambitious Firm Owners to find tips, tactics, and strategies on how to Grow their Firm (or practice!). In this podcast we'll be interviewing Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.

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Growing Your Firm is the Top Podcast for Ambitious Firm Owners to find tips, tactics, and strategies on how to Grow their Firm (or practice!). In this podcast we'll be interviewing Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.

iTunes Ratings

46 Ratings
Average Ratings
42
2
1
0
1

My go to podcast

By Jackiecpa - Nov 16 2017
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Inspiring and practical application of forward thinking accountants

Just awesome!!

By EB CPA - Aug 09 2015
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Incredible, invaluable, indispensable!

iTunes Ratings

46 Ratings
Average Ratings
42
2
1
0
1

My go to podcast

By Jackiecpa - Nov 16 2017
Read more
Inspiring and practical application of forward thinking accountants

Just awesome!!

By EB CPA - Aug 09 2015
Read more
Incredible, invaluable, indispensable!
Cover image of Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Latest release on Jan 16, 2020

The Best Episodes Ranked Using User Listens

Updated by OwlTail 2 days ago

Rank #1: How To Create The Perfect Accounting Firm

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Rob has forged a niche to be the world’s foremost authority on how Accounting firms can achieve peak performance. Rob believes that Accountants are the natural trusted adviser to business. He believes that technology needs content and methodology to really be useful. He believes that Accountants are not that interested in the future they are interested in what they need to do NOW. He also believes that unless Accountants change their business model then a big part of their current revenue will go the way of the dinosaur. Since 1994 he has been running businesses that specialise in helping Accountants run better, more profitable businesses. His speaking work has taken him around the world where he has spoken to in excess of 170,000 accountants. Currently his landmark strategies and products are used by accountants in over 30 countries. In 2005 he created the revolutionary coaching model called coachingclub. The coachingclub model enabled firms to be accountable, to consistently learn and to share ideas amongst their peers. The vast majority of firms have doubled or tripled profits because of the program. He is the author of 2 bestselling books “Accounting Practices Don’t Add Up – why they don’t and what to do about it” AND “Remaining Relevant – the future of the Accounting profession”. Both have received rave reviews from Accountants and industry professionals from around the world. In 2014 he released a groundbreaking cloud software solution called PANALITIX. Accountancy firms around the world use PANALITIX to get better numbers and delight their clients. Since then PANALITIX has developed marketing and sales software and an entire e-learning platform for Accountants. PANALITIX helps Accountants build great businesses. Rob is a keen golfer (single figures) and adventurer (he is ticket holder 293 on Virgin Galactic to go into space). He lives in sunny Brisbane, Australia with his lovely wife Natalie and 3 children.

May 18 2017

35mins

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Rank #2: How to Go From Working 100 Hours/Week to 40/Week During Tax Season

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Developer/Strategist/Entrepreneur delivering intentional solutions for success!

Jan 11 2018

44mins

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Rank #3: Creating the Ideal Accounting Firm: Charge 80% More, 25% Less Client Work

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Jackie Meyer, CPA, CTC is President and Founder of Meyer Tax Consulting LLC, in Southlake, Texas. Her team works with executives on strategic tax planning. With her team working completely virtual across the state of Texas, the firm stays on the cutting edge of technology working closely with industry leaders on innovative products and offerings.

Jackie began her career in finance while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte Tax while pursuing a MSA at Southern Methodist University. Her passion to combine technology with unparalleled client service came to light at age 27 as one of the youngest female CPA firm owners. At the same time, Jackie became a best practice consultant at conferences and accounting firms across the nation.

Wanting to harvest drive and opportunity for others, she works with local nonprofits to mentor those less fortunate in their education, career, and business ventures. Jackie also has two young children and and loving husband, Mark, with whom she attends Gateway church and explores other cultures and the world with.

Specialties include concierge CPA services for family offices, entity planning and selection, IRS representation, Multi-State investments, TX Margin Tax, and Oil & Gas accounting. She has a passion for taxes and educating the public on their rights. Going green with latest technologies and a paperless office, our clients range from Dallas locals to international remote businesses.

Request a complimentary consultation on our website meyertax.com, e-mailing office@meyertax.com, or calling 888-272-1258.

Strengthsfinder 2.0 - Futuristic, Achiever, Learner, Input, and Focus

Dec 06 2018

28mins

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Rank #4: Doubling Your Accounting Business Year Over Year

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I founded Automated Accounting Services (AAS) to provide small-business owners an outsourced bookkeeping and payroll solution and to provide advisory services. My firm is cloud based which allows my clients to access their financial data virtually anywhere and I provide them insight to keep their business running successfully. We’re involved, engaged and devoted to a client-experience that revolves around meeting small-business goals with technology based financial solutions.

May 09 2019

31mins

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Rank #5: Time Blocking May Be The Best Productivity Tool You’re Not Using

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I own a CPA firm working virtually, and focused on various vertical niches, such as design, web, agency niches, and Crossfit Box owners. I facilitate transformation in people's firms, agencies, and companies.

I also consult with CPA firms that are looking to grow, change, and build teams.

I do regular business coaching with my clients, and perform live onsite retreats as well.

I speak and write too.

Feb 07 2019

41mins

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Rank #6: A Bulletproof Script For Meeting Prospects So They Become Clients

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No one is good at everything. As much as you might be in command of your core offering, chances are you can still benefit from a coach in certain aspects of your business. I help accountants get the message out about the services they offer with structured, guaranteed practice development programs. My services are designed to help professional accountants who struggle with reaching their target audiences with sharp, meaningful, and relevant information. Whether its, how to market and sell your firm's services, how to integrate financial planning into your tax practice, how to buy or sell a practice, or how to establish an online presence with social media and marketing automation, this is where I come in. If you need help to identify how you can future proof your firm and create the 21st Century accounting and tax firm please talk to me. Specialties: Marketing Accounting Services, Integrating Financial Planning Into a Tax Practice, Buying & Selling Accounting Practices, Leadership Coaching, Sales Training, Coaching & Digital Marketing Strategies

Mar 16 2017

36mins

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Rank #7: 3 Amazing Tips to Build An Accounting Firm Brand That Stands Out

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Karen Reyburn is a creative-minded individual who specialises in online marketing for accountancy firms. A former accountant (and a Certified Public Accountant in the States), Karen now assists accountancy firms with understanding and using online marketing to get more leads.

Karen is the managing director of The Profitable Firm, a creative agency working exclusively with accountants. She and her team work with accountants all over the world, helping them understand the principles of content marketing strategy and most importantly helping them see their marketing delivered on a regular basis.

Karen is a highly-sought after speaker on topics such as digital marketing, social media, SEO, and content marketing for accountants. She regularly delivers presentations for Xero, ICAEW, AccountingWeb, and more.

A dual British-American citizen, Karen's past careers include working with a Glasgow-based accountancy firm, setting up and maintaining a separate consultancy division for this firm. She instigated monthly business workshops, training and facilitating business owners in marketing, strategy, and profitability.

When she's got a few minutes to spare, Karen puts her creative skills to use in photography (weddings, landscape, and city photography), sketchnoting, writing, and any other artistic skill she takes a fancy to that month.

Specialties: website design, content marketing, email marketing, blogging, social media, marketing plans, content marketing strategy, webinar delivery, presenting, content writing, accounting, landscape photography

Nov 23 2017

26mins

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Rank #8: The Million Dollar Opportunity Missing From Your Accounting Firm

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No one is good at everything. As much as you might be in command of your core offering, chances are you can still benefit from a coach in certain aspects of your business.

I help accountants get the message out about the services they offer with structured, guaranteed practice development programs. My services are designed to help professional accountants who struggle with reaching their target audiences with sharp, meaningful, and relevant information.

Whether its, how to market and sell your firm's services, how to integrate financial planning into your tax practice, how to buy or sell a practice, or how to establish an online presence with social media and marketing automation, this is where I come in.

If you would like to discuss how you can future proof your firm and create the 21st Century accounting and tax firm let's talk!

Specialties: Marketing Accounting Services, Integrating Financial Planning Into a Tax Practice, Buying & Selling Accounting Practices, Leadership Coaching, Sales Training, Coaching & Digital Marketing Strategies

Jun 01 2017

22mins

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Rank #9: The Three Stages Of Firm Growth

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In 20+ years working with people who run growing companies, I’ve documented how leaders’ roles need to change to meet the demands of a larger organization. This involves Leadership skills, Management techniques and Organizational structure. CEO Boot Camp is a process to analyze about 35 different systems inside a company taking into account the maturity level of each system, it’s score against best practices, and ranking them based on whether they help or hinder the goals of the owners or investors. For Companies and Divisions: I bring the CEO Boot Camp on-site with a program adapted to your goals, stage of growth, and specific situation. I get input from employees then develop a customized approach based on your company objectives. For Industry Groups and Conferences: I bring a modified version of the CEO Boot Camp to your event as a keynote, break-out, half or all day session. The audience leaves with a greater understanding of the CEO function and a specific, personalized action plan to apply as soon as they leave the session. For Economic Development Agencies, Co-Working, Accelerators & Incubators: I bring a group workshop that meets every two weeks for four hours. In 5 sessions over 8 weeks, we cover most of the key systems growing companies need help with. We use case studies and examples from the group to move the companies forward. These workshops are best when the group is at a similar stage of growth: -Bootstrapped -Start-up -Scale up –Exit/Succession Connect with me directly john@CEOBootCamp.com Since I'm on email more consistently. Free ebook at www.ceobootcamp.com/list001

Oct 24 2019

40mins

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Rank #10: Double Your Income by Getting Rid of Receivables in Your Firm

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Bookkeeper specializing in QuickBooks Online with over 10 years experience. Strong focus on creating processes & systems! I specialize in creating a process that will make the financial side of your business less intimidating. Using technology to streamline process and save time is what we do best! We cater to entrepreneurs and small businesses. Services include (but are not limited to) all aspects of virtual bookkeeping including Accounts Payable/Receivables, budgeting, payroll, app integration, and bank reconciliations. We offer QuickBooks consulting, maintenance/setup, cleanup, and more. Advanced Certified in QuickBooks Online Core Certified QuickBooks Pro Veem Multi-National Partner TSheets Certified HubDoc Certified Gusto Bronze Partner ReceiptBank Partner

Jan 10 2019

23mins

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Rank #11: How to Start an Accounting Firm and Bank 6-Figures Your First Year

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Sep 27 2018

29mins

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Rank #12: The Best Ways for CPAs to Stay Sane During the Tax Season

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CPA with 18 plus years experience in helping businesses and individuals in a variety of capacities from tax and accounting compliance to overall business advisory services for small to medium size businesses. Clients include businesses in construction, food service, IT Consulting, manufacturing, medical, real estate. and retail.

Feb 21 2019

27mins

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Rank #13: Paid Advertising the Smart Way

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Innovative digital marketing strategist. I am dedicated to serving my clients in the highest capacity that I am able to by setting realistic expectations and delivering top tier results. Expertise in digital marketing, Clickfunnels Certified Partner, Infusionsoft Certified Partner, conducting training seminars/webinars, sales coaching, along with implementing & supporting our top tier programs.

Nov 21 2019

32mins

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Rank #14: How to Manage Workflow And Ditch Working Until 7PM

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Dec 20 2018

19mins

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Rank #15: Stop Doing Free Work And Instead Land $7,500 With Monthly Retainers

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Accountants, tax pros, bookkeepers and finance consultants - in my opinion - are heroes. They can read stories from numbers and create a positive outcome.

Small business owners today - be it online or offline - do not like the "numbers" side of things. They like making money though.

Which leaves a gap for the business owner and an opportunity for the finance expert.

The question I ask is this:

"How can you help transform your clients business by going beyond the compliance work?"

We all have a different skill set and outcome. For me it was with financial modelling, with you it could be different. But... it's our DUTY to add this value where we can.

I Help Accountants & Tax Experts Create, Sell & Automate irresistible Consulting and Advisory Services

SINCE 2014 KEVIN HAS:

*Helped clients general multiple six figures by leveraging social media *Created online businesses for himself and clients. *Started a results-based marketing company which generates multiple 6-figures. I left to pursue Kevinizevbigie.com

I use my online marketing mastery to serve one mission:

Help spread the true value of financially gifted individuals to create HUGE impacts in small & medium sized businesses

------- FREE WEBCLASS

The Automatic Firm: How To Scale Your Accounting Or Tax Firm Into A “One Product” 7-Figure Business Without Working 50 - 80/hr Work Weeks.

https://www.kevinize.com/automatic-firm

Sep 06 2018

31mins

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Rank #16: 3 Ways To Boost Your Accounting Firm Profitability 67% With Less Staff

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Rob has forged a niche to be the world’s foremost authority on how Accounting firms can achieve peak performance. Rob believes that Accountants are the natural trusted adviser to business. He believes that technology needs content and methodology to really be useful. He believes that Accountants are not that interested in the future they are interested in what they need to do NOW. He also believes that unless Accountants change their business model then a big part of their current revenue will go the way of the dinosaur. Since 1994 he has been running businesses that specialise in helping Accountants run better, more profitable businesses. His speaking work has taken him around the world where he has spoken to in excess of 150,000 accountants. Currently his landmark strategies and products are used by over 16,000 accountants in over 20 countries. In 2005 he created the revolutionary coaching model called coachingclub. The coachingclub model enabled firms to be accountable, to consistently learn and to share ideas amongst their peers. The vast majority of firms have doubled or tripled profits because of the program. He is the author of 2 bestselling books “Accounting Practices Don’t Add Up – why they don’t and what to do about it” AND “Remaining Relevant – the future of the Accounting profession”. Both have received rave reviews from Accountants and industry professionals from around the world. In 2014 he released a groundbreaking cloud software solution called PANALITIX. Accountancy firms around the world use PANALITIX to get better numbers and delight their clients. PANALITIX helps Accountants automate their marketing and delivery of business advisory services.

Sep 01 2016

40mins

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Rank #17: How to Sell Your Services Better – Louie Vazquez of Vazquez & Family, Inc.

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Louie made the leap towards entrepreneurship and started his own firm in January of 2016. Louie's firm primarily works with individuals and small to medium sized business owners nationwide, where he helps business owners and individuals get in control of their finances and taxes. Louie has been able to utilize social media to build his business and is now starting to teach aspiring business owners and entrepreneurs how to build and grow their own business. Louie has 6 years of experience working as an accountant in both the public and private sector. Louie resides in Bellflower, CA, with his wife, Miranda, and his three dogs. In his free time he coaches the JV football team at Valley Christian High School, in Cerritos, CA. Feel free to reach out to me here on LinkedIn or at 714-440-4839.

Aug 01 2019

32mins

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Rank #18: Streamline Your Firm to Run Without You with Ron Saharyan

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What is Profit First Professionals (PFP)? An exclusive hand-picked community of accounting and business professionals who are using the Profit First methodology to help their clients build highly profitable businesses using a consultative approach What are the Key Benefits? Easily attract higher quality clients who are searching for quality professionals to provide premium level business services Finally switch from a time-for-money pricing structure to highly profitable value-based packages so you can stop working harder (and love what you do even more)! Get nuts-and-bolts specifics on how to focus on high-value business services (and less on typical tax compliance and bookkeeping only) Gain more confidence and skills knowing that you’re on the leading edge of a major shift in our industry where you can reach your financial goals (and beyond), and help your clients thrive in the process

May 16 2019

35mins

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Rank #19: A 20-Year Firm Owner & Best-Selling Author Shares His Secrets to a Profitable Firm

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I’m a Certified Public Accountant and a Registered Investment Advisor, author, and financial & tax educator. I believe there’s more than enough good fortune to go around, and my genuine passion is helping small businesses thrive. I’m an entrepreneur myself, and it pains me to see small business owners getting bogged down in unnecessary, time-consuming details. With what I know, I can easily help them enjoy their businesses – and their lives – more fully. This is what my firm, The Omar Group, is all about – removing roadblocks and paving the way to success for every entrepreneur. My second company, CPA Marketing Genius, does the same specifically for CPA firms. I started The Omar Group in 1996 to help New Jersey entrepreneurs uncover the untapped profits and hidden tax savings in their small businesses. Since then, I've helped hundreds of small business owners do just that, using our proprietary "profit detective" system. Additionally, I educate small business owners through my books, videos, seminars and coaching. My specialty is businesses ranging from start-ups to those with revenues of up to $20 million a year. I am the author of two books: Straight Talk About Small Business Success in New Jersey - and - The Ultimate CPA Practice in the New Economy

Sep 22 2016

42mins

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Rank #20: Jumping Into Advisory Services The Smart Way With Jim Bourke of Withum

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Managing Director of Advisory Services at WithumSmith+Brown. Frequent speaker on everything technology! Author of many articles related to CPA Firm technologies. Member of AICPA. Member of NJSCPA. Past member of AICPA Coucil and AICPA Board of Directors. Past Chair of the AICPA Tech+ Conference and AICPA CITP Credential Committee. Current Chair of AICPA ENGAGE. Past President of the NJSCPA. Licensed CPA in NJ, NY and NC. Specialties: CITP, CPA, CFF, Technology, Internal Technology, IT, CGMA, IFRS, SOC1, SOC2, SOC3

Apr 18 2019

35mins

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