The Entrepreneurial CPA Podcast

Of the 6 key areas, one of the most critical ones for any business to understand is what is the value proposition they want to have and what is the perceived value proposition by others. Understand the role value proposition plays in becoming a #relevantadvisor to your clients. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

Start your week with the knowledge you need to break free of the box and punch above your weight. This week, are you actually focusing on understanding and solving your client's needs and concerns or are you taking the typical accountant path and getting caught up in your own bad assumptions. Focus on actually understanding your client's needs and how they are far wider in scope than the compliance work. Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

Do you wonder now more than ever how to use this time during covid-19 to talk to your clients about solutions and opportunities in a process that allows you to add value, be seen as relevant, and get paid? You are not alone, learn from our guest co-host Amy Franko how to set yourself up as as solution provider vs. a technical and add value. Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

Check out our special guest co-host Donny Shimamoto as we discuss how during this time of covid-19 CPA's and accountants are positioned to serve emergency workers for our clients providing them key triage and direction to make it through the outbreak. • COVID-19 Turns CPAs into Emergency Workers - CPA Trendlines read about it here: https://cpatrendlines.com/2020/04/06/accountants-are-emergency-responders-who-will-help-us-recover-from-the-covid-19-crisis/ Understand the knowledge: Unprecedented client challenges Triage the wound and the patient Embracing new skills Learning to listen Ask questions and stop and listen Be there for your clients Peace of mind, vision, and clarity are key Be there tranquil pond Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

Given the complex situations we are faced with today and the unknown amount of disruption, what should a CPA's roles be in terms of looking out for their client's concerns around cyber security. Joe and I discuss this topic in detail and highlight the key things to consider before it is too late: Key areas we talk about: SOC reports and when relevant SOC for cyber why now is a good time Positioning this topic What are the easy wins Wire fraud - a huge risk today Connect with Joe for all your concerns and questions HERE: http://bit.ly/MOI-Joe Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

Watch and learn as we dig deeper into bots or robotic process automation (RPAs) with Rafael Casas Sr. Accountant Advocate with Sage and understand the key concepts you need to learn to get started with bots today to help power your success through covid-19 and beyond. Check out episode 1 here in case you missed it: https://youtu.be/cvsVuDHtTyo Key concepts covered: Why you need to evaluate business processes RPA community and vendors RPA Consultant or internal team of champions Opportunities: Payments, Reporting, Workflow Overview, Tax Management and flows, match up databases. ROI evaluation methods Keep culture front and center Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

Adding to the challenges accountants and advisors are faced with today is the age old question, do you or don't you charge for your services. If you charge for them, what do you charge, how do you price the service, the client, what is the positioning you should use? We brought on a special co-host to help answer those questions and more, Ed Kless meta-consultant from Sage, global expert on all things related to pricing and value. Get the insight you need to find success in these challenging times and understand how to price your service during the great suppression as Ed calls it. Understand these key concepts: How to price services RIP hourly billing Subscription services are the future Do the right thing for the customer Start subscription services now with a monthly amount for a covid-19 package Follow the direct primary care model Flanking products are critical right now Don't say discount - promotional/preferred price Avoid get rich quick schemes Getting ready for recovery? Learn the question to start asking your clients now. Anxiety vs. creativity a little ying vs. yang Subscribe To ""The Entrepreneurial CPA Channel Newsletter"": http://bit.ly/c3nwltr Subscribe To ""The Entrepreneurial CPA Podcast"" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To ""The Entrepreneurial CPA Channel"" on YouTube HERE: http://bit.ly/CPAshow Follow ""The Entrepreneurial CPA Channel"" on Twitter HERE: https://twitter.com/CPAshow Follow ""The Entrepreneurial CPA Channel"" on Instagram HERE: http://bit.ly/FUTRofaccounting"

Check out our latest #covid-19 episode with special guest co-host Rafael Casas of Sage to talk about why even in today's uncertain times, organizations still need to identify, embrace, and deploy bots to help them function in these uncertain times. Understand the key aspects of bots or robotic process automation (RPAs) to: Evaluate business processes Learn the key RPA community and vendors Decide if you need a RPA Consultant or internal team of champions Opportunities: Payments, Reporting, Workflow Overview, Tax Management and flows, match up databases ROI evaluation methods How to keep culture front and center Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

As we all deal with the unknown territory of how to service our clients and function as a firm, take a listen to what time traveler would do using his knowledge of how the firm of tomorrow should operate. Make the right moves now to drive your success through uncertain times. Learn how to stay relevant with your clients and understand these key tips: How to share your insight Using the 3 ingredients of success Focusing on the here and now Being Proactive Now Solid intangibles - having a game plan Making things easy for your clients Virtual teams Most importantly are you making it easy or difficult for your clients and customers? Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

As you are focusing on understand the #CARESact and helping their clients, are we missing a major concern right in front of us? Watch as I discuss with Joseph Brunsman best selling author and master of innovation and understand why we need to focus on insurance best practices so that our firms today do not survive covid-19 only to be put out of business by an uncovered insurance claim. Understand these key issues: Possible fraud claims Why claims are projected to rise How to report possible fraud The one step so easy it is almost too easy to save your firm Why pre-reporting should be your favorite thing to do Be proactive now! Connect with Joe Brusnman for all your concerns HERE: http://bit.ly/MOI-Joe #insurance #claimsontherise #beproactive #investinyourself #entrepreneurialcpa #mastersofinnovation  

If you have watched an episode of LIFT before you know the key to any businesses success is to solidify the intangibles (check out that episode here:https://youtu.be/RC55WpJQUhw), in this episode we take a look at the CIQ the solid intangible behind proactive services to individual tax clients. Understand how the framework functions and become relevant again to your clients. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

Feeling over loaded with trying to stay on top of everything with the care act? Don't loose sight that the most important aspect isn't that you know every detail, but that you focus on how you talk to your clients about what these changes mean to them. Check out some highlights of the CARE act and more importantly insight on how to position these updates to your clients and remembering what really matters to them. Check out the slides and watch on YouTube HERE: https://youtu.be/yrzgO5UD220 Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

Now that we have all made the push to working from home, it is time to re-think what your webcam backdrop says about you and your brand. Understand the importance of your brand on video and why now is the time to up your game. Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

Everyone likes to talk about how they are advisors to their clients or how they are anticipatory. But what does it really mean to have a scaleable repeatable process to increase firm revenue built around proactivity. Watch and learn what the future of tomorrow looks like and how to be relevant to your clients. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

Do you feel like your head is spinning trying to keep track of all the tax filing changes coming in 2020 as a result of covid-19? You are not alone. If our heads our spinning, imagine how our clients are feeling. Tune in and get some tips on how to position these changes to your clients to help them understand these changes and highlight your focus as the most relevant advisor. Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

If you have watched the show before you know two things. One advisory services are the future for CPA firms. Two, the BIZ survey is a key component of delivering these services. We felt like it was time to talk about what the BIZ is all about and how it helps firms deliver repeatable advisory services. Learn how this key tool came about and how it is the cornerstone of embracing a proactive approach to client service. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

When it comes to delivering advisory services, you must have a process in place. Long term success cannot be achieved by just winging it each time. Watch and learn how to embrace a proactive planning process to deliver advisory services right. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

By this time in March we all have had this thought more than once. I just want to fire that client. Learn how you need to follow through on that thought and fire clients who are not the right fit to allow you the time and energy to break free of the box. Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

Why have the concept of brands become so important and why do millennials view the concepts of brands vastly different from prior generations? Tune in and find out the insights from the millennial mind.Do you have your own opinion on the millennial generation, take our survey, click HERE: http://bit.ly/MMthoughts Want to watch more of "The Millennial Mind" check out our past shows on YouTube HERE: http://bit.ly/mmindshow Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

Has Dr. Sean seen too much and has decided to retire and open a B&B on the Jersey shore? Tune in and find out what B&B means in 2020 and how to get ready to embrace the future. Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

You can't become the most relevant advisor to your clients by trying to do everything yourself. Learn how to create a virtual teams and compete with the largest firms in the market today no matter your size. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

Are you feeling the pain of a staffing shortage in the accounting industry? Learn how to harness the power of gig works to evolve into the firm of tomorrow. Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

What do your clients think about you? Are you on the top of their mind when trouble strikes? Do they see you as proactive or reactive? Do they see you as relevant or not? Understand what it means to be the most relevant advisor in the eyes of your clients. Make 2020 the year you become the #mostrelevantadvisor and look to the future. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

We take a step back to understand how to work with remote employees and bring it back to one simple question. Are you being human with those you work with? It may sound basic, but the solution to improving most remote work situations is to just be more human and less like a robot. Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

It can be hard to find true happiness while buried behind a mound of tax returns. We sit down with Rebekah Smith & C. Zachary Meyers and heard how moving past being tired of taxes, helped them find purpose at work and happiness at home. The NACVA is all about helping people expand beyond taxes to assist with valuation credentials. Click here to check out all the details on the NACVA website and use promo code: C3BV. Click HERE: http://bit.ly/maff-c3 Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, understand how you cannot take steps towards success if you don't have a good process to start with. Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

Are you starting to feel the pain of another busy season? Do you feel like your about to repeat everything the same as a year ago with the same unpleasant result? Tune in and and understand why you've been asking the wrong question on how to drive change, avoid being replaced by a robot and become an Entrepreneurial CPA. Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

If our goal is to become our client's most #relevantadvisor, our why. How do provide business advisory services to our clients helping them understand in turn their why? Listen as Paul and Garrett discuss how to approach this concept with your clients. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, I discuss how to think about how to position yourself to your clients to embrace your role as a relevant advisor. Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

When you are serving as a #relevantadvisor, it is important to understand a range of knowledge beyond just the debits and credits. Understand the history of competitive advantage and expand your advisory knowledge. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

As we bring in the new year, we ask the time traveler what we can expect to see in the future of advisory services here in the U.S.. Learn as we ask Paul and don't let behind, start 2020 on a path to becoming a relevant advisor. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, we bring in a new year, so it is time to lay out your path to success for 2020. Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

We have gone through the six key areas of providing business advisory services, so it is time to stop and ask what 's next? Learn how to deploy these tools and transform your firm into and advisory powerhouse to become #relevantadvisors. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

It is time to go way back to the beginning and understand how and why the NACVA was formed. Understand how this outstanding association got started and how they help thousands of accountants each year stop being tired of taxes and move into high demand consulting roles. The NACVA is all about helping people expand beyond taxes to assist with valuation credentials. Click here to check out all the details on the NACVA website and use promo code: C3CS. Click HERE: http://bit.ly/maff-c3 Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

The famous saying goes, culture eats strategy for breakfast. Learn how to bring this classic idea into business advisory services as we wrap up our series with the 6th and final skill, culture. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

As we continue on in our series of the 6 key areas of business advice, we dive into number 5 and for us accountants, it is all about the numbers. Learn how you can use your knowledge of accounting to be proactive with your clients and focus on understanding the key performance indicators (KPI)s that drive their success. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

Continue on your journey into understanding the 6 key ingredients to delivery business advisory services to your clients. For #4, we talk about how to help your clients understand how to deliver value to customers to achieve their business objections. Understand the difference between solid and liquid intangibles and learn how to deliver on this key concept. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

As we continue to dive into the 6 key areas to becoming a #relevantadvisor, we dive into #3. Learn how to understand the concept of the 7 waste and help your clients focus on the roadblocks holding them back. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of ""A Look Into The FUTURE"" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To ""The Entrepreneurial CPA Channel"" on YouTube HERE: http://bit.ly/CPAshow Follow ""The Entrepreneurial CPA Channel"" on Twitter HERE: https://twitter.com/CPAshow Follow ""The Entrepreneurial CPA Channel"" on Twitter HERE: http://bit.ly/FUTRofaccounting"

Before you realize it will be January and time for another tax season, don't get caught in another year of being tired of taxes. Now is the time to take the plunge and understand how the NACVA can help you get started into a better future. Learn from this episode's guests, Sherry Jordan President and CEO of Jordan Financial Consulting & Coaching and Denise French Senior Financial Advisor of Divorce Strategies Group as they discuss how they moved past being tired of taxes with the help of the NACVA. The NACVA is all about helping people expand beyond taxes to assist with valuation credentials. Click here to check out all the details on the NACVA website and use promo code: C3BV. Click HERE: http://bit.ly/maff-c3 Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

This week we kick it off talking about what it means to become an Entrepreneurial CPA, making the shift to proactivity, and going after the career you always wanted but never knew you could have. Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

Do you feel the pain of another busy season? Do you spend all weekend long working to get another return out the door before the 10/15 deadline, only for your clients to wait another six months to pay you? Are you tired of taxes? These are all signs of the death of the accountant and why now is the time to break free of the box and evolve into becoming a relevant advisor, are you ready to make the change? Hear why you need to change now and make this the time you get started. Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

Before we are hit with the dreaded 10/15 deadline, take a few minutes to accept that you are just tired of taxes and ready for a change. Learn how to be ready to help your clients when disaster strikes. Listen to how Kerri Merrifield of Axion Forensics, grew tired of taxes and embrace her role as an advisor to her clients with the help of the NACVA. Don't let another busy season pass you by, click HERE: https://www.nacva.com/bilp-c3 to learn about the NACVA and enter promo code "C3BILP" to get started today.

Continue our deeper dive into the 6 key areas you can give proactive advice. In this episode we take a deep dive into how to add value and help your client's organizations grow through the insight and knowledge you provide to become their relevant advisor. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

Time to pull together the first 28 episodes and recap the six key areas of business advise and take that deeper dive into how to not just talk about but actually delivery advisory services. Plus we are back again with Paul's visual aids to help bring it together. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of ""A Look Into The FUTURE"" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To ""The Entrepreneurial CPA Channel"" on YouTube HERE: http://bit.ly/CPAshow Follow ""The Entrepreneurial CPA Channel"" on Twitter HERE: https://twitter.com/CPAshow Follow ""The Entrepreneurial CPA Channel"" on Twitter HERE: http://bit.ly/FUTRofaccounting"

If you are going to provide business advisory solutions, you need to be able to talk about growth. Understand the concepts of the four way to grow a business and get ready to talk to about them with your clients and become a #relevantadvisor. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

"Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, are you ready to stop the negative thoughts inside your head and instead focus on punching above your weight? Learn how to get started. Subscribe To ""The Entrepreneurial CPA Channel Newsletter"": http://bit.ly/c3nwltr Subscribe To ""The Entrepreneurial CPA Podcast"" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To ""The Entrepreneurial CPA Channel"" on YouTube HERE: http://bit.ly/CPAshow Follow ""The Entrepreneurial CPA Channel"" on Twitter HERE: https://twitter.com/CPAshow Follow ""The Entrepreneurial CPA Channel"" on Instagram HERE: http://bit.ly/FUTRofaccounting"

Take the mystery out of how to sell advisory services and understand exactly what the "advisory box" is with this latest update from the time traveler. Follow up on Part 1 with a deeper dive into Part 2 with all the knowledge you need. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of ""A Look Into The FUTURE"" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To ""The Entrepreneurial CPA Channel"" on YouTube HERE: http://bit.ly/CPAshow

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, start to think about what you want out of your career and life aside from just a paycheck. What fuels you each day and how can you start to shift your focus this week going forward. Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

"Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, do you have a driven and engaged team around you helped you to execute? You are only as strong as your weakest link, don't let that weak link bring you down. Subscribe To ""The Entrepreneurial CPA Channel Newsletter"": http://bit.ly/c3nwltr Subscribe To ""The Entrepreneurial CPA Podcast"" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To ""The Entrepreneurial CPA Channel"" on YouTube HERE: http://bit.ly/CPAshow Follow ""The Entrepreneurial CPA Channel"" on Twitter HERE: https://twitter.com/CPAshow Follow ""The Entrepreneurial CPA Channel"" on Instagram HERE: http://bit.ly/FUTRofaccounting"

Take the mystery out of how to sell advisory services and understand exactly what the "advisory box" is with this latest update from the time traveler. Stay tuned and check back soon for part 2. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of ""A Look Into The FUTURE"" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox Subscribe To ""The Entrepreneurial CPA Channel"" on YouTube HERE: http://bit.ly/CPAshow Follow ""The Entrepreneurial CPA Channel"" on Twitter HERE: https://twitter.com/CPAshow Follow ""The Entrepreneurial CPA Channel"" on Twitter HERE: http://bit.ly/FUTRofaccounting"

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, do you recognize the difference between what you want and what is actually in the best interest of those around you. Are you only focused on yourself or in making an impact to those around you? Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting