All sorts of topics about accounting and small business advisory.
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
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
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)
Check out Hannah's amazing YouTube Channel: https://youtu.be/sbXbhSATArs Check out REFRAME 2024: https://www.reframe2024.com/
Follow Jasmine: youtube.com/@taxleverage instagram.com/taxleveragejd taxleverage.com
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
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
Come to Bridging the Gap: https://www.btgconference.com/ Tr-Merit (Randy's Firm): https://tri-merit.com/
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
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
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
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
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
Original Webinar Slides: https://docs.google.com/presentation/d/1ph0p11YFmTz8A9efnLdpz86N5U0SxgNVg2H7l2XMprs/edit?usp=sharing Ron's Time's Up Club: https://timesupclub.com/
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
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/
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
From The Soul of Enterprise: https://www.thesoulofenterprise.com Miami Conference: https://altaccountant.com/creative/ Avocado Video: https://youtu.be/img2PO4Nkxg
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
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
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
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
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
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
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 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
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
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
My QuickBooks Online Wishlist: https://bit.ly/qbowishlist Hannah's (CLARA CFO) YouTube video: https://youtu.be/Y3YB5g75W_o
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 www.thesoulofenterprise.com
CPAs innovating during crisis with Garrett Wagner, CPA
AltAccountant Podcast: Fix This Next with Michael Michalowicz
Some thoughts of encouragement to think about making the best of the current situation we are living
Questions to ask yourself (and your clients) during this crisis with Ed Kless http://www.thesoulofenterprise.com http://www.patreon.com/TSEO
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
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?"
The Coveted Consultant with Alzay Calhoun http://www.CovetedConsultant.com/free
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)
There is nothing right about Efficiency - more lessons from Ron Baker... And the negative culture of efficiency
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
The real value of long term relationships and Trust
"In the real World, Debits do not Equal Credits" - Ron Baker
Small Business Guide to "Outsourced Bookkeeping Services"
Implementing a Positioning Strategy (excerpt from The AltAccountant Webinar)
SUBSCRIPTION ECONOMY: Interview with Ron Baker and Ed Kless @ SLA
Leveraging YouTube for Marketing Accounting Services (From JetPack Workflow Podcast)
© 2020-2025 Ivy Podcast Discovery LLC
