Accountant’s Advice Podcast by Hector Garcia, CPA

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All sorts of topics about accounting and small business advisory.

Hector Garcia, CPA


    • Mar 25, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 43m AVG DURATION
    • 73 EPISODES


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    Latest episodes from Accountant’s Advice Podcast by Hector Garcia, CPA

    STRESS, STOICISM, AND SCOPE (FROM REFRAME PODCAST)

    Play Episode Listen Later Mar 25, 2025 70:37


    SAME AS VIDEO FROM YOUTUBE: https://youtu.be/PQIhx7UT5iITimestamps:00:00 Introduction (About the REFRAME/Podcast)00:02:32 "Stress Wisely" - Quick Summary00:35:22 Framestorming "Scopeless"00:50:23 How to implement and price a "Scopeless service"01:02:03 REFRAME news and upcoming eventsADDING THE AUDIO ONLY VERSION HERE TO CROSS PROMOTE

    Selling Feelings, NOT Transactions (AI-Generated Episode)

    Play Episode Listen Later Jan 14, 2025 27:23


    Extracted Audio from a recent workshop: https://youtu.be/fiLUYApuFY4?si=50cbdmPQm2spt7nz And used Google's NotebookLM to generate a podcast This is the SNL skit I mentioned: https://youtu.be/WKLHsJyhTYs

    REFRAME PODCAST: With Phil Jones

    Play Episode Listen Later Nov 14, 2024 69:23


    In this episode, we dive into building influence and trust in client relationships with insights from Exactly What to Say author Phil Jones and CPAs Hector and Carlos Garcia. They discuss how accountants can reframe “selling” as “serving,” communicate value beyond price, and move from technical experts to trusted advisors. Learn practical strategies like using “magic words” to guide conversations, setting clear client expectations, and staying curious to strengthen client connections. Perfect for accounting professionals looking to elevate client relationships and communicate with impact. Timeline: Reframe Selling as Serving - (00:00) Articulate Value Beyond Price - (02:27) Transform from Technician to Advisor - (05:15) Curiosity as the Key to Better Relationships - (11:10) Communicate with Precision: The Power of “Magic Words” - (15:18) Set Clear Expectations - (19:51) Leverage Guarantees to Show Commitment - (22:16) Slow Down to Speed Up Results - (31:06) Influence with Integrity: Intentions Matter - (48:29)

    AI & Future of Accounting - Interview from Hannah Smolenski CPA

    Play Episode Listen Later Aug 27, 2024 37:26


    Check out Hannah's amazing YouTube Channel: https://youtu.be/sbXbhSATArs Check out REFRAME 2024: https://www.reframe2024.com/

    With Jasmine DiLucci (Tax Attorney): Fighting Bad Tax Advice

    Play Episode Listen Later Jun 26, 2024 53:13


    Follow Jasmine: youtube.com/@taxleverage instagram.com/taxleveragejd taxleverage.com

    How QBO Developers should think w/ Anita Koimur (COO LiveFlow)

    Play Episode Listen Later Jun 17, 2024 53:39


    LiveFlow is one of the hottest QBO apps out there, I pick Anita's brain about the pricing of the app, how they think about user feedback & development, and how AI will shape 3rd party reporting apps for QBO Check out www.liveflow.io

    REFRAME 2024: Money Conversations w/ Carlos Garcia Jr. & Carolyn Strauss

    Play Episode Listen Later Jun 14, 2024 48:21


    Episode 5 of this 8-part webinar/podcast series is the official companion to the ⁠⁠REFRAME2024.com⁠⁠ we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results

    Randy Crabtree (R&D Credits, Cost Segregation, and Conferences)

    Play Episode Listen Later Jun 10, 2024 46:41


    Come to Bridging the Gap: https://www.btgconference.com/ Tr-Merit (Randy's Firm): https://tri-merit.com/

    REFRAME 2024: Using Story to Sell with Jay Owen

    Play Episode Listen Later May 10, 2024 57:47


    Episode 4 of this 8-part webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results

    REFRAME: Influential Conversations for Accountants - Part 3 of 8 (with Blair Enns)

    Play Episode Listen Later Apr 26, 2024 62:41


    This webinar/podcast series is the official companion to the ⁠⁠REFRAME2024.com⁠⁠ we are going to have in October 2024. Parts 4 to 8 will be released the second Friday of each month until October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results

    REFRAME: Influential Conversations for Accountants - Part 2 of 8

    Play Episode Listen Later Mar 8, 2024 62:15


    This webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024. Parts 3 to 8 will be released the second Friday of each month until October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results

    REFRAME: Influential Conversations for Accountants - Part 1 of 8

    Play Episode Listen Later Feb 2, 2024 59:58


    This webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024. Parts 2 to 8 will be released the second Friday of each month starting March 2024. Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results

    Shawn Kanungo: The Bold Ones

    Play Episode Listen Later Dec 3, 2023 58:47


    Interview with ex-accountant, and now innovation consultant and public speaker about creating content, "being bold", personalized ?AI ChatBots, and other fun topics. Get Shawn's Book "The Bold Ones": https://amzn.to/416qtjt

    Human Creativity vs. Artificial Intelligence in Accounting (w/ Ron Baker)

    Play Episode Listen Later Sep 28, 2023 75:32


    Original Webinar Slides: https://docs.google.com/presentation/d/1ph0p11YFmTz8A9efnLdpz86N5U0SxgNVg2H7l2XMprs/edit?usp=sharing Ron's Time's Up Club: https://timesupclub.com/

    How to become a Bookkeeper...

    Play Episode Listen Later Sep 15, 2023 55:01


    Timestamps 00:00 Introduction 02:16 EDUCATION 09:46 CERTIFICATIONS 17:25 PERSONALITY 22:44 HOW TO MAKE A LIVING 37:17 ARTIFICIAL INTELLIGENCE 45:53 My Journey: from Bookkeeper to Software Developer Links: American Institute of Professional Bookkeepers https://AIPB.org Coursera: Intuit Bookkeeping Professional Certificate: https://www.coursera.org/professional-certificates/intuit-bookkeeping Coursera: Accounting Foundations Graduate Certificate: https://www.coursera.org/certificates/accounting-foundations-uiuc Coursera: Finance/Accounting Specialization: https://www.coursera.org/specializations/finance-accounting Certiport QuickBooks Certified User: https://certiport.pearsonvue.com/Certifications/Intuit/Certifications/Certify/QuickBooks-Certified-User QuickBooks Online ProAdvisor Program https://PROADVISOR.INTUIT.COM My software: RightTool https://rightool.app

    Creativity in Business & Accounting

    Play Episode Listen Later Aug 31, 2023 65:45


    Reaction to a John Cleese video from 1991! Original recording: https://www.youtube.com/watch?v=Pb5oIIPO62g Based on this Book: https://amzn.to/3L24ZgQ My conference in "Creative Business Models for Accountants": https://altaccountant.com/creative/

    Conversation with Chris do: "Left-brianed Creatives"

    Play Episode Listen Later Aug 22, 2023 88:28


    My Conference in Miami: https://altaccountant.com/creative/ Chris Do's BrandLab: ⁠https://thefutur.com/brand-lab Chris' YouTube Channel: https://www.youtube.com/@thefutur

    The Future Business Models for Knowledge Workers... (With Ron & Ed)

    Play Episode Listen Later Aug 13, 2023 115:27


    From The Soul of Enterprise: https://www.thesoulofenterprise.com Miami Conference: https://altaccountant.com/creative/ Avocado Video: ⁠https://youtu.be/img2PO4Nkxg

    (PILOT EPISODE) The UNofficial QuickBooks Accountant's Podcast

    Play Episode Listen Later Aug 7, 2023 51:41


    HECTOR'S LINKS RightTool: https://righttool.app/ Creative Business Models for Accountants: https://altaccountant.com/creative/ ALICIA'S LINKS Spreadsheet Sync Video: https://youtu.be/B7USbYKUuv4 QBO Checking Course: https://learn.royalwise.com/visitor_catalog_class/show/595786/QuickBooks-Checking-and-Cash-Flow OTHER LINKS MENTIONED: Firm of the Future site: https://www.firmofthefuture.com/ In The Know Webinars: https://quickbooks.intuit.com/learn-support/en-us/help-article/accountant-features/watch-know-webinars/L4MyEiQuS_US_en_US Your Feedback in Action: https://www.firmofthefuture.com/trends/your-feedback-in-action/ Email hector: hector@garciacpa.com

    August 2023 QuickBooks NEWS! With Blake Oliver CPA

    Play Episode Listen Later Aug 3, 2023 46:23


    Originally aired via Earmark Media Podcast 08/04/2023 Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

    Mental Health, Accounting Conferences, and Unique CPAs (With Randy Crabtree)

    Play Episode Listen Later Jul 31, 2023 56:40


    Hanging out with Randy Crabtree, CPA from the Unique CPA Podcast and host of the Briding the Gap Conference BTG23RTDISC for $150 off In-Person Chicago Conference ticket

    Interview with Jason Staats CPA: Content Creation, AI, and other fun topics

    Play Episode Listen Later Apr 14, 2023 76:31


    This is the complete recording I did with Jason Staats CPA. He will be taking a piece of this for YouTube and I as well... But via this podcast, you get the whole unedited conversation... Jason's Main Channel: https://www.youtube.com/@jasoncpa Jason Daily Channel: https://www.youtube.com/@JasonCPADaily 00:00 Intro 01:31 Jason Starts asking questions 03:11 Hector's YouTube Channel and why all accountants should be making videos 10:03 Accountant vs. Influencer? 11:38 Personal vs. Corporate Brand 19:19 Leveraging Content in the Firm 27:03 Levering your team 34:23 How to be successful (beyond content) 38:27 The role of AI 51:01 Getting the young ones excited about accounting 54:42 Jason sold his firm 58:23 What must be sacrificed to make big decisions 01:03:14 How to stay in "touch" with the industry as a creator 01:08:41 Managing Information Overload 01:15:22 Learning more about Jason + Conclusion

    The Soul of Enterprise: ChatGPT, Subscription Business Model, and More

    Play Episode Listen Later Apr 1, 2023 121:28


    Conversation with Ed Kless, Ron Baker, and Greg Tirico from The Soul of Enterprise. Includes both live podcast episode and "bonus" patreon episode. Subscribe to the free podcast of TSOE: https://www.thesoulofenterprise.com/ Become a member to have access to Bonus Episodes: https://www.patreon.com/TSOE

    Attracting & Retaining talented employees for accounting firms

    Play Episode Listen Later Feb 16, 2023 39:54


    Excerpt from my AltAccountant program deep dive on Attracting, Hiring, Developing, and Retaining talented employees. Learn more about my coaching program at www.AltAccountant.com (00:43) For "Solopreneurs" without employees (04:17) Full-time vs. Part-Time vs. Contractors (11:57) Types of Candidates that apply (18:46) The value of "Challenging" your talent (22:43 The Desired/Ideal candidate fallacy (29:23) Positioning Statement for attracting talent (35:18) 8 ways to attract talent (details skipped) (37:30) Re-branding what you call your collaborators

    Ron Baker: What if Disney+ offered accounting services in subscription?

    Play Episode Listen Later Dec 24, 2022 55:30


    Interview with Guest Speaker Ron Baker and his new book: Time's Up: The Subscription Business Model for Professional firms. This is an excerpt of my coaching program for accountants: https://www.altaccountant.com

    Audio Recording: "Value Pricing 2.0 & Selling the Price Increase Webinar"

    Play Episode Listen Later Sep 17, 2022 89:10


    Audio version of webinar ran on 09/16/2022 focused on teaching Value Pricing, introducing the concepts subscription-based business model, how to have "awkward conversations" with out customers to reduce stress. Slides: https://bit.ly/valuepricing2022 Join the AltAccountant Program: https://www.altaccountant.com Coupon: FIRST40 Buy Ron Baker 's Book: Time's Up (Value Pricing 2.0): https://www.thesoulofenterprise.com/timesup Buy Jeb Blount's Book: Selling The Price Increase: https://amzn.to/3DtMuz3

    "The Future of QuickBooks" by Hector Garcia

    Play Episode Listen Later Feb 3, 2022 71:49


    Interview with Blake Oliver CPA about the direction of QuickBooks for small business and mid-market. Get CPE for listening to podcasts! www.EarmarkCPE.com

    Specialization Masterclass for Accountants

    Play Episode Listen Later Sep 30, 2021 77:19


    This is an audio-only version of a class I teach on about choosing your target/niche market (Vertical and Horizontal), drafting your unique positioning statement, and examples of what advisory looks like for specific industries such as Construction or Retail

    The REAL pros/cons of QuickBooks Online

    Play Episode Listen Later Sep 12, 2021 34:56


    My QuickBooks Online Wishlist: https://bit.ly/qbowishlist Hannah's (CLARA CFO) YouTube video: https://youtu.be/Y3YB5g75W_o

    From Bookkeeper to CPA to YouTuber.. my 12 year journey

    Play Episode Listen Later Sep 25, 2020 65:12


    If you are interested in learning my journey from the inception of my bookkeeping business in 2008 to getting my CPA license in 2014 and starting my YouTube Channel in 2015, this is an interview I had with Relay Bank

    Value Pricing vs. Subscription Model in Accounting w/ Ed Kless and Ron Baker

    Play Episode Listen Later Aug 8, 2020 60:47


    Value Pricing vs. Subscription Model in Accounting w/ Ed Kless and Ron Baker www.thesoulofenterprise.com

    CPAs innovating during crisis with Garrett Wagner, CPA

    Play Episode Listen Later Jun 21, 2020 27:37


    CPAs innovating during crisis with Garrett Wagner, CPA

    AltAccountant Podcast: Fix This Next with Michael Michalowicz

    Play Episode Listen Later May 31, 2020 30:58


    AltAccountant Podcast: Fix This Next with Michael Michalowicz

    Thinking Beyond #COVID19

    Play Episode Listen Later Mar 23, 2020 5:41


    Some thoughts of encouragement to think about making the best of the current situation we are living

    With Ed Kless: Questions to ask yourself (and your clients) during this crisis

    Play Episode Listen Later Mar 18, 2020 28:19


    Questions to ask yourself (and your clients) during this crisis with Ed Kless http://www.thesoulofenterprise.com http://www.patreon.com/TSEO

    Win Without Pitching with Blair Enns

    Play Episode Listen Later Mar 10, 2020 54:43


    Blair Enns is the Author of Win Without Pitching and Pricing Creativity. Great books about specialization, positioning and pricing for creative forms; but totally adaptable to accounting and any service or knowledge-based business. Check out Blair's company: https://www.winwithoutpitching.com/ And BUY his BOOK: https://amzn.to/2TXI0rU

    Trust is not Enough - with Todd Shapiro, CEO of IL CPA SOCIETY

    Play Episode Listen Later Mar 1, 2020 58:56


    Discussing in detail with Todd about the role of the CPA in this incredibly fast-paced world and leveraging the "TRUST" that our clients have in the CPA profession to create value that keeps us relevant

    With Seth David: "What is the underlying value of hiring a professional?"

    Play Episode Listen Later Feb 8, 2020 32:32


    With Seth David: "What is the underlying value of hiring a professional?"

    The Coveted Consultant with Alzay Calhoun

    Play Episode Listen Later Dec 9, 2019 24:45


    The Coveted Consultant with Alzay Calhoun http://www.CovetedConsultant.com/free

    Strategy Man with Rich Horwath (AltAccountant Podcast)

    Play Episode Listen Later Nov 29, 2019 50:03


    We discuss Rich's book on Strategy called: "StrategyMan and the Anti-Strategy Squad" and discuss how to implement strategy in a small business

    Pricing & Authority with Jonathan Stark (AltAccountant Podcast)

    Play Episode Listen Later Oct 3, 2019 54:42


    Pricing & Authority with Jonathan Stark (AltAccountant Podcast)

    There is nothing right about Efficiency

    Play Episode Listen Later Sep 7, 2019 10:38


    There is nothing right about Efficiency - more lessons from Ron Baker... And the negative culture of efficiency

    Efficiency vs. Effectiveness

    Play Episode Listen Later Sep 5, 2019 9:54


    Efficiency vs. Effectiveness - Learnings from Ron Baker's Book IMPLEMENTING VALUE PRICING

    Rival Goods vs. Non-Rival Goods, and the underrated value of Intellectual Capital

    Play Episode Listen Later Sep 3, 2019 7:19


    Rival Goods vs. Non-Rival Goods, and the underrated value of Intellectual Capital

    The real value of long term relationships and Trust

    Play Episode Listen Later Sep 2, 2019 9:56


    The real value of long term relationships and Trust

    "In the real World, Debits do not Equal Credits" - Ron Baker

    Play Episode Listen Later Sep 1, 2019 9:37


    "In the real World, Debits do not Equal Credits" - Ron Baker

    Redefining the word "Expensive"

    Play Episode Listen Later Aug 31, 2019 9:59


    Redefining the word "Expensive"

    Small Business Guide to "Outsourced Bookkeeping Services"

    Play Episode Listen Later Aug 26, 2019 43:35


    Small Business Guide to "Outsourced Bookkeeping Services"

    Implementing a Positioning Strategy

    Play Episode Listen Later Aug 19, 2019 27:54


    Implementing a Positioning Strategy (excerpt from The AltAccountant Webinar)

    SUBSCRIPTION ECONOMY: Interview with Ron Baker and Ed Kless @ SLA

    Play Episode Listen Later Aug 12, 2019 13:07


    SUBSCRIPTION ECONOMY: Interview with Ron Baker and Ed Kless @ SLA

    Leveraging YouTube for Marketing Accounting Services (From JetPack Workflow Podcast)

    Play Episode Listen Later Aug 5, 2019 43:55


    Leveraging YouTube for Marketing Accounting Services (From JetPack Workflow Podcast)

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