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

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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How to Add Virtual CFO Services to Your Accounting Practice

Quick question... if you were to count up the number of services you provide, how many could you list?  Many firm owners get stuck in the trap offering "me too" services that end up costing a significant amount time, only to find out that the profit margin is never increasing ...    Today's guest found a different way, which was to also introduce CFO level services for many of their clients.    In this exclusive interview,  we sat down with Steven Byler & Dan Gertudes, Partners at GrowthLab, where we discussed How To Ditch The Basic Accounting Services And Become An Outsourced CFO Firm.

48mins

11 May 2016

Rank #1

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Starting a 6 figure bookkeeping business in 7 days with Meryl Johnston

Meryl is the co-founder of BeanNinjas, which:  Focus on growing your business. We'll count the beans! Cloud-based, fixed fee bookkeeping and support with the beautiful XERO software. Our specialty is online businesses including, e-commerce, SaaS, bloggers, coaches and digital agencies that operate in more than one country/currency. Currently operating in Australia, New Zealand, Canada, USA, and United Kingdom. We also lodge GST (Australia, NZ and Canada), sales tax (US), and VAT (UK). Bean Ninjas material on this page has been prepared for general informational purposes only and is not intended to be relied upon as accounting, tax, or other professional advice. Please refer to our advisors for specific advice.

48mins

14 Jul 2016

Rank #2

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3 Steps to Getting the Best Bookkeeping Clients

QuickBooks and Mobile App Guru, Technology Addict and public speaker - where she has the privilege of offering insight, information and best practices in a completely unscripted, entertaining and sometimes irreverent way. With nearly 20 years of experience in the accounting and payroll industry, she specializes in educating small businesses about embracing mobile and online solutions to increase their bottom line. She was the very first QuickBooks ProAdvisor to get her QuickBooks Online certification, and is recognized globally as the foremost expert on the product. She is the original author of a number of www.IntuitAcademy.com training courses, Intuit's QuickBooks Online training material for US, Singapore, Canadian, Australian & UK versions, as well as the QuickBooks ProAdvisor QuickBooks Online Certification Course & Exam. Often called “The QBO Queen” (although she prefers Supreme Global Empress…), she is passionate about encouraging any small business to embrace the interwebs to work better, faster and to do it ANYWHERE. Stacy teaches regular QuickBooks and technology workshops through the local county SBTDC, as well as the local community college and continuing education classes for various school districts. Her speaking engagements include RadioFreeQB.com live every Wednesday night, RFQTv.com, 2012 & 2013 Spark & Hustle Tour, the Sleeter Group's 2012 Small Business Technology Road show, many industry trade shows and training sessions for conferences like Scaling New Heights, Accounting Solutions Conference, as well as national events for Wells Fargo and the Int'l Association of Administrative Professionals. Most recently, Intuit sent her to Australia to do live events teaching accountants & bookkeepers QBO & how to move their practices online. Specialties: Internationally recognized expert in QuickBooks Online & Intuit Appcenter QuickBooks Pro, Premier, Mac & Enterprise Solutions QuickBooks Payroll - All Versions

49mins

30 Jun 2016

Rank #3

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How to Shift Your CPA Firm to Operate in the 21st Century with Jay Holmes

In this episode, we explore: Why You Would Want to Leave a Traditional CPA Firm Why the Billable Hour Model Does Not Work Change the Way You Do Business Focus on Quality and Not Quantity Jay Holmes is a Partner at BlueBack Accounting

39mins

22 Mar 2016

Rank #4

Most Popular Podcasts

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The Three Stages Of Firm Growth

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

40mins

24 Oct 2019

Rank #5

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How to Start an Accounting Firm and Bank 6-Figures Your First Year

Hannah Stricker, Founder of Bookkeeping Solutions of Traverse City, knew she didn't want to work under the overlords forever. For 25 years, she toiled in major accounting firms and also a decade in the local sector. But, her destiny was CEO of her own accounting firm and she needed to make it happen. "It's a scary leap," she says and you can't blame her. Casting out to the unknown shouldn't be taken lightly. For two years she thought about making the jump. At her local firm, it was a 'cushy job' with benefits and a near 6-figure salary. She loved her colleagues, her clients, the work, her pay. All she was missing the sweet taste of entrepreneurship. Finally, in September 2017, she started her own firm. Before she left, she had 6 months of savings set aside. So, even if she didn't make a dime for 180 days, she'd be okay. Because after 4 months she would know if it would work. If it didn't, she had two months to try and find a new job. On top of that, she saved $12,000 for office supplies, software, a computer, basically everything she'd need for an office space. Her first few months were nerve-wracking. But, once she covered her mortgage and bills, she settled in. By her one year anniversary, she had done $70,000 in profit and paid herself a salary of $35,000 (giving her revenues over 6-figures). Her 5-year goal was to have profits of $150,000 with up to $60,000 in salary. However, due to some new clients, she may hit that by the end of her second year! The growth is impeccable and here's how she organized her services.

31mins

15 Apr 2021

Rank #6

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3 Ways To Boost Your Accounting Firm Profitability 67% With Less Staff

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.

41mins

1 Sep 2016

Rank #7

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How to Organize Your Firm for Growth with Carrie Steffen

Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA firms, professional service firms, and companies in business-to-business markets nationwide. She has nearly 20 years of professional services marketing experience. Carrie helps clients: Determine how to best organize for growth and build a sustainable growth culture. Develop comprehensive growth plans, providing ongoing support and consultation. Establish accountability for business development and meet their revenue goals. Implement follow-up strategies to help manage the sales process with prospective clients and maximize their ROI on marketing. She is also a skilled trainer and provides group sales training as well as one-on-one coaching that enables attendees to better understand the sales cycle and develop the personal skills necessary to close sales. Firm leaders, practitioners, marketing professionals benefit from her knowledge and dynamic approach. Before joining Whetstone, Carrie was an in-house marketing director in the national marketing office of RSM McGladrey, Inc. Speaking/Writing Carrie has presented for the AICPA, the Association for Accounting Marketing's (AAM) Annual Summit, the Indiana CPA Society, DFK USA's Annual Growth Summit, Moore Stephens North America, MSI Global Alliance's International Managing Partner Conference, BKR's Annual Marketing Meeting, PKF North America and The International Group of Accounting Firms (IGAF). She has been published in the AAM's MarkeTrends, The Journal of Accounting Marketing and the CPA Practice Management Forum. Leadership Carrie is also a member of the CPA Consultants' Alliance (CPACA), a working group of thought leaders united in their efforts to further leadership within the CPA profession. Through collaboration, the CPACA offers deliverables and solutions CPA firms can use to advance leadership in their firm. She has also served on the AAM's Board of Directors as well as Chair of AAM's Education Committee.

46mins

1 Sep 2015

Rank #8

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How to Sell Your Accounting Firm for 7-Figures and Beyond with Brannon Poe

An author and experienced intermediary specializing in the sale of accounting practices, Brannon has a unique ability to help creatively integrate information to develop clear, focused plans. He helps clients implement these plans to achieve their most important goals. An Ernst & Young alumni and scholarship recipient and magna cum laude graduate of the University of South Carolina, Brannon began his career in public accounting as an auditor with Ernst & Young, before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately-held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience­ — with companies large and small — has helped Brannon excel in efficiently and effectively facilitating hundreds of successful accounting practice transitions. Quarterly business coaching classes and continually investing in consultative and team building skills have helped Brannon and his team close over 200 transactions since 2003. Brannon makes his home in Charleston, SC with his wife and three children. Away from the office, he enjoys competitive racquetball, boating, and fishing.

48mins

18 Feb 2021

Rank #9

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Darren Root on Building 7 Figure Firms

Darren successfully created a highly efficient and effective CPA firm in Bloomington, Indiana. As a result of his successes in building and managing his CPA firm he has become a sought after speaker at many national conferences. Darren created an organization called RootWorks LLC to help other accounting firms around the country move their firms into what he calls the "Next Generation Accounting Firm". As a technology enthusiast, he likes all things that relate to technology. Darren recently authored The Intentional Accountant: Your Guide to Building A Next Generation Accounting Firm. Darren is the co-author of The E-Myth Accountant with famed author of The E-Myth Michael E Gerber and Youtility for Accountants with New York Times best-selling author Jay Baer.  Over the next few years Darren plans on continuing to manage and grow his CPA Firm while working to grow and expand RootWorks to serve other accounting firms around the country.

36mins

20 Aug 2015

Rank #10

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From Zero To $1.5 Million In Three Years

As a CPA, I’m passionate about developing creative strategies to reduce tax bills. And as a real estate investor, I’m passionate about building long-term wealth. I’ve combined these two passions in my role as CEO of The Real Estate CPA (www.therealestatecpa.com). Our team has significantly reduced tax bills for real estate investors across the globe. We are dedicated to helping high net worth individuals and general partners in real estate syndicates and funds with reducing their tax bills and streamlining their accounting functions. We leverage technology and develop automated solutions to give time back to our clients. Check out The Real Estate CPA Podcast >>> https://podcasts.apple.com/us/podcast/the-real-estate-cpa-podcast/id1125252777

34mins

12 Dec 2019

Rank #11

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How to Market Your Firm. Nate Hagerty Interview

A 10+-year veteran of the tax and accounting industry -- with a focus on Internet Marketing and Direct Response media, Nate Hagerty has established a reputation for straight-talk and results on behalf of members and concierge clients, and has become a widely-followed and respected marketing voice to the industry. His company, TaxProMarketer was established in May of 2007 (then known as BuildaHerd Marketing) in response to increased demand for real-world relationship-building and profit-producing tools and strategy for use in the legal, tax and accounting industry. Currently, TaxProMarketer staff serves clients primarily in the tax & accounting world, but in a variety of other service professional industries (lawyers, financial professionals) all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as grow the value of their business (for immediate cashflow and future sale-ability) by utilizing these tools. In 2003, Mr. Hagerty became the Marketing Director of a regional tax firm in Virginia. This firm grew from a small $50,000/year firm to one which took in over $4.3 million in tax prep fees alone in less than ten years, employing over 440 people with 23 locations throughout Virginia, West Virginia and Tennessee. From 2003 until 2006, Mr. Hagerty directed the marketing and sales of this company, as it yearly surpassed the sales of well-known national franchises in its 15 market areas. During this period, he worked as a coach and consultant to the tax and accounting industry, helping thousands of other tax business owners in the US, Canada, Australia and the UK make more money and grow their companies. Having founded and sold his first business by the age of 30, Mr. Hagerty (a member of Mensa) was recently honored as one of CPA Technology Advisor's "Top 40 Under 40", has been published widely in industry publications and is the author & editor of two Amazon Best-Selling books (Breaking the Tax Code, Vols. 1 & 2). He now devotes his full-time energy to assisting other business owners in achieving their long-held dreams for their businesses by building profitable “herds” of clients through a down-to-earth, relationship-oriented approach. TaxProMarketer combines his relationship-building expertise (from his experience as a former youth minister), his passion for effective and clear communication  (informed by his English degree from the University of Virginia), and gift for writing copy that sells. He is married, and has five children, four of whom he and his wife adopted from Ethiopia and Uganda.

25mins

2 Dec 2014

Rank #12

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How To Create The Perfect Accounting Firm

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.

35mins

18 May 2017

Rank #13

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Find Your Niche In Your Accounting Firm with Jody Jordan

Certified Public Accountant helping small to mid-size business owners achieve financial peace. By utilizing QuickBooks Online to streamline accounting procedures, business owners can better focus on their core business.

28mins

3 Nov 2016

Rank #14

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Paid Advertising the Smart Way

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.

32mins

21 Nov 2019

Rank #15

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How to Turn Your Networking Into New Accounting Clients With David Fisher

David Fisher, keynote speaker, author and coach, has seen all the mistakes financial professionals like you have made when networking for accounting clients. Most spend zero time networking or they don’t spend their time correctly when networking for accounting clients. David’s built a catalog of books you can use to learn more advanced networking strategies whether you’re a : freelancer, business owner, Linkedin user and more. On this episode of the Grow Your Firm Podcast, David Cristello and networking guru David Fisher dissect: The best way to network without doing “traditional networking” How just a few minutes a year could turn into new accounting clients Advanced strategies for closing the sale "From Linkedin" https://www.linkedin.com/in/iamdfish I help individuals and organizations harness the power of relationships to uncover new opportunities and make existing business easier. My goal is to help people win more business by building their personal influence and create human connections. My particular specialty is user adoption, i.e., getting people to actually take action on what they know. My goal is to help professionals be better professionals. That encompasses networking, sales, communication, entrepreneurship, and personal development. I focus on the skill sets that enable individuals to be more effective and successful on a daily basis. I am the author of "Networking in the 21st Century: Why Your Network Sucks and What to Do About It" and I frequently speak on business networking and social media (especially LinkedIn). I am the host of "Beer, Beats, and Business", a podcast which provides listeners access to the thoughts and ideas of today's top movers and shakers. I also specialize in supporting salespeople, small business owners, entrepreneurs, and "solopreneur service providers" as a business coach. I played the drums in a band for many years, and though I don't play as much anymore, everyone still uses the nickname I earned back then. So the next time we chat, feel free to call me D. Fish...

46mins

15 Sep 2016

Rank #16

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Angie Grissom from Rainmaker Companies on 5 Star Service & Scaling Excellence

Angie serves as President of The Rainmaker Companies and previously served as the Director of Consulting for The Rainmaker Companies for several years.  Consistently named by Accounting Today Magazine as “one of the Top 100 Most Influential People in Accounting” and listed as a 40 Under 40 in the Accounting Industry by CPA Practice Advisor, Grissom is a frequent presenter at national conferences, Angie is renowned for her influence in and passion for the industry. She brings all this to her role at The Rainmaker Companies, striving to share her proven knowledge and know-how to transform the lives of clients through consulting, coaching, training and developing accountability within accounting firms. Prior to joining Rainmaker, Angie worked in organizational management, sales and human resources. She has served as the Vice President of the American Society of Women Accountants Music City chapter, and an active member of the CPACA Alliance for accounting industry consultants, the National Speaker’s Association and the Association for Accounting Marketing. She contributes to and authors practice management articles for trade journals including Accounting Today, CCH Practice Management Report and the CPA Leadership Report, as well as state society newsletters and other publications. Angie is the “She” in the regular published column in Accounting Today known as “He Said, She Said” which highlights and debates topics and issues in the accounting industry.

40mins

12 Feb 2015

Rank #17

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Stop Doing Free Work And Instead Land $7,500 With Monthly Retainers

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

31mins

6 Sep 2018

Rank #18

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How to Go From Working 100 Hours/Week to 40/Week During Tax Season

Developer/Strategist/Entrepreneur delivering intentional solutions for success!

44mins

11 Jan 2018

Rank #19

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A Bulletproof Script For Meeting Prospects So They Become Clients

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

36mins

16 Mar 2017

Rank #20