Owners & Operations - Accountants

This week we grill our good friend Craig Hausz abut firm acquisitions. Craig has grown his firm exponentially through buyouts over the years and he has learned A LOT. This week, he is in the middle of adding over half a dozen new employees and onboarding hundreds of clients. Listen & learn with us! Join Our Facebook Group Visit Our Website & Courses

We are PUMPED to have Matt Patrick on to talk about Company Culture. His firm, Patrick Accounting, has received several honors and awards for the 'best firm to work for' by AccountingToday in 2021, Inc 5000 Fastest Growing companies in 2019, 2020 & 2021, as well as many other recognitions. Let's just say that when it comes to having a badass culture, Matt Patrick is the OG, and we should all listen to what he has to say. Click Here to Join Our Facebook Group Click Here to Visit Our Website Interested in Matt's Company & Services? Click Here

This week our good friends over at Business Builders - a top tier marketing agency, Ali & Kari, completely school us on the big picture marketing principles and practices. We talk about messaging, platforms, StoryBrand, marketing mistakes & more. Click here to set up your free consult with Business Builders - Mention Owners & Ops Click Here to join our private Facebook Group Click Here to go to Our Website

This week a good friend of ours & a fellow generational firm owner, Kurt Rickoff. Not only is he second generation - his daughter is now under his wing, learning the ropes. Tune in for a lighthearted discussion & to learn how very different our parents handled bringing us into the business. Click Here to Join Our Private Facebook Group Click Here to Check Out Our Courses, Workshops & More

Andrew Berg is on our top favorite people list. He is a firm owner that makes it a point to think and work outside of the box and is anything BUT traditional. This week we have a great, hilarious conversation with him about how an out of the box firm is possible - how not working overtime and giving your staff flexibility is not only possible, but the only way any of us will ever do business. Interested in our courses to help your firm out of the box? Click Here To Visit Our Website Click here to Join the O&O FB Group

This week will BLOW YOUR MIND. Did you know organic marketing could be as simple as 10-20 word posts that take a few seconds to create? Cameron Montgomery, an absolute powerhouse in the marketing world for accountants and bookkeepers, joins us this week to drop some knowledge bombs, give us practical tips that we've already started implementing (and you can too) and tells us a little about the program he offers. Click here to Join Cameron's Marketing Group on FB Click here to Join the O&O FB Group

Thinking about rebranding or merging with another firm? This week Eric and John of Kaizen CPA's & Advisors join us to talk about their journey over the past couple of years through rebranding and merging their firms. They share the lessons they've learned, what not to do & what is working well. They also have a general business podcast...check it out here: https://podcasts.apple.com/us/podcast/blood-sweat-business/id1644418457 To learn more about our courses, join our Facebook Group or connect with us directly, head to our website: Visit our Website Cheers y'all!

Katie Ferro of the Profits & Prosecco Podcast joins us this week to discuss the importance of having bookkeeping as one of your main service offerings. Click Here to Join Our Private Facebook Group Click Here to Check Out Our Blog

Tax Deadlines Suck - Here are our tips to make them suck much much less. Visit the blog to find out more. Click here to join our private Facebook Group for our secrets to transforming your firm so you don't work overtime...ever. Thanks for listening!

Head to Our Website to check out the blog. If you're interested in Tech Guru's Services (they're the best) visit their website.

Want to Join Our private Facebook Group & Join the Discussion? Click Here Check Out our Blog Is it time to get with the times? Is fully remote the right answer for everyone? What are the benefits and the drawbacks of being completely remote? Listen to our journey.

We go over our client onboarding process and how we have refined it over the years to absolutely blow new clients out of the water...all while maintaining order and following step-by-step process internally. Head over to our blog for a more in depth breakdown: www.ownersandoperations.com

Let's get your ducks in a row before they light on fire this tax season. We go over our top tips and strategies to prep for tax season NOW so that we aren't scrambling when the time comes. Prepping early helps us keep those 40 hour work weeks during tax season - you don't wanna miss this one.

Katie does a brief overview of some social media marketing tips for a quick special episode to close out the first season of the Owners & Operations Podcast. Thank you all for following along so far, please subscribe, review & share the podcast with your friends who you know will love it and our incredible sense of humor. We'll be back in September with some great guests & more topics to help you adopt the Genius Firm Method in your office! Questions? Comments? Topic Suggestions? Wanna be a guest? Email: podcast@ownersandoperations.com

If you're on the fence about niching down - this episode is for you!! Amy night joins us this week to give us all the advice on why you want to niche down and how to go about it. Remember to subscribe and give us 5 stars!!

I forced Erin's hand this week to talk about buying firms because of popular demand... So we talk about what Erin and Jake have learned over the years of buying and selling firms and what they would do differently today. Remember to subscribe & give us 5 stars!

Are you afraid of sales? Completely lost on where to start? So were we! Now, our process is pretty nailed down. Listen in for Erin's best tricks and tips so you can start selling and killin' it.

This week we discuss how offering packages and value pricing has changed Stratlign for the better. We also had a big announcement!! We are officially working on a Genius Firm Method Course specifically for accounting firm owners. We don't have the launch date yet - but to get on the list to receive updates and to get a discount code, click the link below and we'll get you in line! https://owners-operations.mykajabi.com/course-launch-pre-sale

This episode we dive into some specific things we've changed over the past ten years to allow us to evolve from the 'traditional tax firm' to a streamlined firm that only works 40 hours a week - even during tax season. Amber, our Director of Operations, joins us to help go over the specifics.

Today we got some stellar tips from an accounting professional recruiter, Ryan, on how to find, attract, and keep the talent that we need to keep our businesses running. We all know that the last two years finding good help has not been easy. Ryan breaks it down for us - as a business owner, you need to find out what candidates want and how to give it to them. The old-school mentality of 'I'm giving you a job, you should be grateful' - is DEAD. Listen for tips on how to refine your hiring practices so you can stop wasting your time on candidates who's need and values don't align with yours.

This week Jake Joins us - and we talk about company culture and how you can find it, define it, and use it to improve your hiring practices, teamwork, efficiency & even use it to deal with clients. Got an episode suggestion? Email podcast@ownersandoperations.com Find our Private Facebook Group (Owners & Operations) and join us there for instant answers to your questions and for a community of like-minded accounting firm owners.

This episode we cover SO MUCH about The Who, why, and what of crafting your ideal client and how this can help streamline your business & processes so that you don't have to work so hard. We touch on marketing methods and dive into the nitty gritty of social media marketing and how accountants can maximize their presence on social media. email: kate@ownersandoperations.com Let me know if you have episode topic suggestions, or questions or want to get into our private Facebook Group - for accountants looking to build a better business and not die at their desk. See you there!

Today we talk to Joe about his role as a coach and how he got into this industry. What are the perks of getting a coach? When do you know it's time to get a coach? What results can you expect from coaching? We talk all that and a lot more.

Meet Erin & Katie and get to know them a little better. They talk about growing up with parents who owned a 'traditional' burn-out accounting firm and how Erin and her husband Jake swore they would change the business model when they entered the industry themselves 15 years ago.