Podcasts about accounting firm

Here's the original vid on the main channel https://youtu.be/4A9QpH9LpIMAnd the service library template I mentioned while talking systemization https://www.jasononfirms.com/service-library

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Here was that post with a bunch of niche ideas: https://www.linkedin.com/posts/jstaats_accounting-firm-specialization-of-the-week-activity-7327709153290792962-wQgW

Looking to hire a new Accountant, Bookkeeper, or Administrator? Try WizeTalent and get exclusive access to the system we built to help growing accounting and bookkeeping firms find qualified candidates!  https://thewizeway.com/wizetalent-cta-thank-youWhy do great staff leave — and how do you get them to stay?In this episode, Wize Talent Coach Dani sits down with Tim Causbrook to uncover the real reasons employees quit (spoiler: it's rarely about money) and what firm owners can do to build a loyal, high-performing team.You'll discover:✅ The 4 core reasons staff leave—and which ones you can control ✅ Why strong leadership is the #1 retention tool ✅ How to manage and motivate remote teams effectively ✅ The role of recognition, structure, and career growth in retention ✅ Practical strategies top-performing firms use to keep their best peopleWhether you're running a small team or scaling past $1M in revenue, this episode will show you how to lead better, retain top talent, and build a business that runs without you.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

What happens when two accountants from the same town — running similar firms, coaching programmes, and helping clients move to Dubai — finally sit down for a chat? You get real talk. No fluff. In this episode, Jeri from Smooth Accounting and I dive into: The hiring mistakes that cost us time and sanity How we've built lean, flexible teams using AI and results-only work environments Why setting high standards isn't “harsh” — it's the fairest thing you can do What KPIs actually matter when you're managing people remotely How marketing isn't just for clients — it's how you attract the right team Plus, we open up about how we run businesses that don't need us — even while soaking up the sun in Dubai. If you're struggling to hire, feeling burnt out managing people, or curious about how to build a results-driven culture… this episode is packed with insights you won't hear anywhere else. --------- If you've enjoyed my podcasts, here's how you can get more value from me: Free stuff Get a free copy of my book The Four Pillars from here Watch a short 8 min video on how you can win new clients whilst you sleep here Join 1500+ accountants owners in the Profitable Accountant Free Facebook group My inner-circle Join 150+ accounting firm owners in the Profitable Accountants Community (the PAC) to get access to the tools, training and tribe to help you grow your firm - without wasting time and money doing it the hard way. Join the PAC NOW! For larger sole practitioner firms wanting more support, direction and accountability, access the Profitable Accountants Mastermind including 1-2-1 access to me If you're going to create an account and use OnlineJobs.ph use my affiliate link here and i'll get a few pennies back in return to fund my coffee addiction

Are you struggling to choose a niche for your accounting firm? Wondering whether narrowing your focus might limit your opportunities — or unlock your full potential?  In this episode, we break down the power of niching, the myths that hold people back, and how it can help you charge more, work with fewer clients, and create a business you love.  You'll also discover how ChatGPT can guide you through the process step by step — and even help your clients find their own niche too. This isn't just theory — it's a roadmap to clarity, confidence, and better marketing. Ready to stand out and attract your dream clients? The latest episode of the Value Pricing Podcast is now available: How to Choose the Right Niche for Your Accounting Firm (Using ChatGPT) In today's episode you will learn: Why niching down helps you attract better, not fewer clientsCommon myths about choosing a niche - and the truthHow to position yourself as an expert and raise pricesWays to evaluate your existing clients to find your nicheHow ChatGPT can help define your ideal client personaSimple steps to create powerful, focused marketing that converts Don't miss out on this game-changing episode that could transform how you market, price, and grow your accounting firm. Listen now! 

Thinking of starting your own firm? In this episode, Lee Reams II and Rebekah Barton share a step-by-step guide to go from W-2 to CEO — covering naming, pricing, tech, first clients, and how to launch without burning out.

TIME and FOCUS ~ are two important factors for work productivity. Now, how to achieve both without losing the other?  In today's episode of The Wize Way for Accountants & Bookkeepers, Brenton Ward and Jamie Johns break down why daily huddles are the secret weapon of high-performing accounting and bookkeeping firms. Jamie shares how a simple 15-minute meeting can unblock bottlenecks, keep teams aligned, and improve client satisfaction — without wasting time. He also explains why the real cost isn't in running a huddle — it's in skipping it. If your firm struggles with inefficiencies, missed priorities, or slow turnaround times, this episode is a must-listen.Tune in to learn: ✅ The key elements of an effective daily huddle ✅ Common mistakes firms make—and how to fix them ✅ How this simple habit can transform your businessListen now and start building the habits that drive success!________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Learn more about NotebookLM here https://notebooklm.google/Here's the first prompt I used:You're two CFOs breaking down a company's last month performance. Have a lively + enlightening conversation about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Be complementary to my firm + the service we're providing the client. When discuss changes to the balance sheet or profit and loss reference the driving transactions for the change from the general ledger.And the second prompt I used:You're two CFOs breaking down a company's last month performance. Have an enlightening convo about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Anchor the convo in the talking points from the transcript the client was most concerned with, while offering a concise overview of results, being sure to get granular go as far as pulling transaction detail from the ledger.

In this episode, I'm speaking with Amy Salmon of Accevo Accounting — who started her firm just nine months ago and has already crossed six figures in revenue. We dive deep into:

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In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Randy Johnston, a leading figure in accounting technology, about tech stacks, AI, and the future of the accounting industry. Johnston shares his expertise on choosing the right technology, integrating AI seamlessly, and leveraging tools for optimal efficiency and client satisfaction. This episode provides actionable advice for accounting professionals looking to enhance their firms with cutting-edge technology and strategic service offerings. Key Takeaways:

Share some details about your firm with me here and I may roast your firm next! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Todd Steinberg, founder and managing partner of Thrive Financial Group. David and Todd dive into the evolving landscape of accounting firm mergers and acquisitions (M&A), particularly the increasing role of private equity (PE) firms as buyers. They discuss key acquisition drivers such as human capital, geographic expansion, and cross-selling opportunities. Todd also breaks down deal structures, explaining the rise of rollover equity and earnouts, and how these vary by buyer type. Additionally, he shares insights into current valuation multiples, emphasizing the factors that impact firm valuations, including profitability and client retention. This episode is packed with actionable takeaways – whether you're an accounting firm owner considering growth through acquisition or preparing for a sale. Tune in to gain Thrive Financial Group's expert perspective on the latest M&A trends and learn how to position your firm for success. Resources

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Andrew O'Brien, the Mindblowing Coach, about stress and burnout management for accounting professionals. They explore the science behind stress, debunk misconceptions, and provide actionable tips for a healthier, more balanced life.

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In this episode of Growing Your Firm, host David Cristello welcomes Kelly Mann, co-founder and CEO of AuditMiner. Kelly shares her journey of launching her own CPA firm, a decision that surprised her given her background in audit and the male-dominated landscape of firm ownership.  She discusses the challenges of changing firm culture and her desire to build a business that aligns with her authentic self. The conversation delves into her experiences in the accounting profession, the shift to entrepreneurship, and her focus on 401k solutions.  Tune in to explore Kelly's insights on starting a firm, selling a firm, and the development of innovative software in the accounting space.

In this episode of “Building the Premier Accounting Firm,” host Roger Knech interviews Sarah Webb, founder of Web CFO, about transitioning from corporate finance to launching a successful virtual CFO and accounting business. Sarah shares insights on marketing strategies, fractional CFO services, and building a client-centric firm. Learn how her diverse experience and marketing savvy propelled her accounting business. Key Takeaways: Embrace relationship building over aggressive sales tactics for sustainable growth. Define fractional CFO services as a blend of accurate accounting and forward-looking financial insights. Focus on KPIs such as accounts receivable, cash flow, and gross profit to drive client success. Encourage business owners to delegate effectively and take time off to build self-sustaining businesses. Implement fraud prevention measures, including receipt verification and accounting email management. Featured Quotes: Sarah Webb: “I don't want to say I'm always selling, I'm always relationship building. And just because you tell me no now doesn't mean it's no forever.” Roger Knech: “Accounting is the language of business and the company is communicating via these numbers to the business owner what is going well, what needs attention, what needs to be fixed.” Sarah Webb: “I am grateful for the flexibility of this profession that allows me to kind of do all different things.” Thank you for joining us for this episode of Building the Premier Accounting Firm. Learn more about how you can add CFO services to your firm's offerings by calling our team at 435-344-2060.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Enroll for free in this course for Personal & Family Financials Then get your free copies of “Your Strategic Accountant” and “Your Profit & Growth Expert”. Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, Frazier & Deeter (North Fulton Business Radio, Episode 852) In this episode of North Fulton Business Radio, host John Ray interviews Jessie Broussard, Chief Marketing Officer, and Donna Beatty, Tax Partner at Frazier & Deeter. The discussion highlights the evolution […] The post Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, Frazier & Deeter appeared first on Business RadioX ®.

Join us on the Growth Minded Accountants Podcast as we explore how millennials have redefined the world of tax and accounting. In this episode, CountingWorks CEO Lee Reams and our chief visibility officer, Rebekah Barton, uncover the secrets behind authentic storytelling, digital-first strategies, and transparent communication that resonate with today's millennial clients. Discover actionable insights—from embracing mobile-friendly tools and personalized content to integrating purpose-driven branding—that will help your firm stay ahead in a rapidly evolving landscape. Tune in and learn how to transform numbers into a narrative that truly connects.

In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes Len Bruskiewitz, a seasoned business coach and certified exit planning advisor with extensive experience in helping business owners navigate successful transitions. Drawing from his background in tech and business coaching, Len shares invaluable insights about the critical intersection of accounting and exit planning. They explore how accounting professionals can better serve their clients while preparing their own firms for future transitions. In This Episode: Understanding the fundamentals of exit planning The role of accounting in business transitions Maximizing business value through proper documentation Different exit strategies and their implications Building sustainable processes for long-term success Key Takeaways: Recognize the importance of exit planning and its impact on business value and legacy. Understand how EBITDA and add-backs influence business valuation, irrespective of tax strategies. Identify common reasons why business owners avoid exit planning, and how to overcome these hurdles. Implement strategies to build a sustainable business with documented processes and a strong client base to increase valuation. Explore various exit options: family succession, employee/management buyout, or third-party sale, and weigh their respective pros and cons. Final Thoughts: Len's journey from technology to exit planning expertise underscores how accounting professionals must integrate exit planning into their client services, emphasizing its significance for business valuation and post-exit success. The discussion highlights the importance of creating self-sustaining businesses through proper documentation and systems. Thank you for joining us on this episode of Building the Premier Accounting Firm. Connect with our team at 435-344-2060 to learn more about how you can grow your accounting business today.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Use this FREE tool to get a quick estimation of your business value and an overview of the things that would increase that valuation. Go HERE: www.greaterheightscoaching.com  to access the Business Valuation Calculator. Also, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. Now is the time to also become for your clients a certified Profit & Growth Expert, PGE.  Add to your accounting services the CFO & Advisory skills you need to help your clients plan for their exits.   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

It's time to discuss the world of Mergers and Acquisitions (M&A) in accounting. In this episode, Larry Heller, CFP®, CDFA ® sits down with Geoff Bruskin, M&A specialist from White Tiger Connections, Inc., to discuss the bustling landscape of M&A, particularly within accounting. Geoff, with his extensive background in business brokerage and private equity, sheds … Read More Read More

This episode originally appeared on the Earmark Podcast. Listen and subscribe at https://podcast.earmarkcpe.com.Erica Goode, CPA, reveals how she built a thriving $200K accounting firm working just 15 hours a week. Discover the power of niching, efficient processes, and work-life balance in this candid discussion. Erica will share her journey from corporate burnout to entrepreneurial success, offering practical insights on pricing strategies, time management, and building authority in your niche. Whether you're considering starting your own firm or optimizing your existing practice, this webinar will inspire and equip you to reimagine what's possible in your accounting career.Get CPE for this episode here: https://www.earmark.app/c/1802Show NotesThe 15-Hour Accounting eBook:https://mailchi.mp/ericagoode/15-hr-accountant-ebookMeet Our Guest, Erica GoodeLinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

summaryIn this conversation, Eric Pierre, CEO of Pierre Accounting, shares his journey from a corporate employee to a successful entrepreneur specializing in tax planning for high net worth individuals. He discusses the importance of tax mitigation strategies, his involvement in M&A deals, and the challenges faced when dealing with the IRS. Eric also emphasizes the significance of proper financial planning for business owners, especially those considering selling their businesses. The conversation concludes with Eric's future plans and insights into his firm's operations.takeawaysEric Pierre transitioned from corporate life to entrepreneurship for greater control over his work.Tax planning is crucial for new millionaires who may not understand their tax obligations.Involvement in M&A deals requires early tax strategy planning to maximize benefits.Understanding the difference between share and asset purchases is vital for business owners.Successful tax mitigation can lead to significant savings for clients.The IRS faces challenges that can complicate communication and resolution of tax issues.Proper record-keeping is essential for business owners preparing for a sale.Eric's firm offers unique asset protection strategies for high net worth clients.Networking and personal connections are key to growing a client base in accounting.Future plans include expanding client services and speaking engagements.Connect with Barnaby on LinkedIn: https://www.linkedin.com/in/barnabycook/Join The Exit Plan mailing list: http://eepurl.com/iC8sIY

Are you considering content marketing to help get more clients for your firm? Hear about my experiences and insights to help you decide.

Join my Facebook group, Tax Strategies for Real Estate Investors, and become part of a community with 11,500+ high-level real estate investors► Join here:⁠https://www.facebook.com/groups/taxstrategyforinvestors⁠In this episode, I sit down with Shannon Weinstein, a CPA and fractional CFO, to break down what it takes to build a seven-figure accounting firm with fewer than 12 clients. We dive into why relationship-driven service models outperform traditional high-volume firms, how to position yourself as an expert, and why branding is the key to building trust and attracting premium clients. Shannon also shares the mistakes most accountants make in marketing and pricing—and how to avoid them. If you're looking to scale your firm while keeping a lifestyle-first approach, this episode is a must-listen.Timestamps:00:00:00 - Intro: Selling the plan out of hell00:02:39 - Shannon's CPA journey and early career00:06:32 - Why Shannon left EY and went solo00:10:55 - The key sales lesson: Selling benefits, not features00:15:10 - How frequency builds trust in branding00:20:38 - Shannon's transition from 120 clients to just 1200:26:53 - How to attract and retain premium clients00:31:12 - The power of strong positioning in pricing strategy00:36:42 - Debunking the "cheaper is better" myth in accountingInterested in working with me? Apply here:► https://taxstrategy365.com/apply?el=podcastLet's connect!► Instagram: https://www.instagram.com/ryanbakkecpa/► LinkedIn: https://www.linkedin.com/in/learnlikeacpa/► Twitter: https://x.com/RyanBakkeCPA► Facebook: https://www.facebook.com/ryanbakkecpa► TikTok: https://www.tiktok.com/@ryanbakkecpa⁠*None of this is meant to be specific investment advice, it's for entertainment purposes only.

Are you ready to take your accounting firm to the next level in 2025?  The world is changing fast—AI is transforming the industry, pricing mistakes are holding firms back, and the future of compliance work is uncertain.  In this episode, we reveal the five critical things every accountant and bookkeeper must do to stay ahead.  From value pricing to leveraging AI, these strategies could reshape your business and your life.  Don't get left behind—tune in now and get ahead of the game! The latest episode of the Value Pricing Podcast is now available: The 5 Critical Things Every Accounting Firm Must Do in 2025 to Stay Ahead In today's episode, you will learn: ·       The must-have strategy for a successful 2025.·       Why raising your prices is essential—starting now!·       How AI is reshaping the accounting profession.·       The urgent need to switch to value pricing.·       How to create more value and boost profits.·       The future of compliance—what you must prepare for. Don't miss out on the game-changing strategies that will help you work smarter, earn more, and stay ahead of the competition in 2025! Listen now! 

Welcome to another enlightening episode of Building the Accounting Firm, where we delve into the essential strategies for elevating your accounting business. In this episode, Roger Knecht is joined by guest CPA Katie Thomas, who brings a wealth of knowledge at the intersection of accounting and marketing. In this episode, we explore the vital role that marketing plays in attracting and retaining clients within accounting practices. Katie shares her journey from working in a family business to becoming a leader in the accounting and marketing field. She offers valuable insights into how firms can integrate marketing effectively to ensure their success. Tune in as we discuss key strategies for marketing integration, content creation, overcoming barriers, and client engagement, all tailored to help accounting professionals elevate their practices. Key Highlights: Katie Thomas's Journey: Transition from a family business to a career in accounting and marketing. Emphasizes marketing as essential, not optional, for firm success. Marketing Integration: Importance of choosing the right social media platforms (e.g., LinkedIn for accountants). Regular, authentic engagement over spammy interactions. Content Creation and Personal Branding: Personal storytelling and unique perspectives in marketing content. AI tools can aid but should not replace genuine voices. A strong unique selling proposition is crucial, with personal input in marketing materials. Insights from “In the Black”: Enhancing client communication and balancing branding with short-term tactics. Innovative approaches like compelling offers and transformational storytelling. Overcoming Marketing Barriers: Addressing insecurities about self-promotion. Encouragement to collaborate with professionals and invest financially in marketing efforts. Client Nurturing and Engagement: Importance of structured nurturing processes (e.g., systematic check-ins, newsletters). Prompt engagement and consistent follow-ups to educate clients and position as experts. Collaborations and Growth Strategies: Collaboration between accounting service business owners. Job placement assistance program introduction. Recommendations like the “four c process” for growth. This episode is a must-listen for accounting professionals looking to enhance their marketing strategies and build stronger client relationships for sustained growth. Call 435-344-2060 to connect with Universal Accounting's team to improve your marketing at your accounting firm.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: You need Katie's free foolproof guide on how to find and connect with your ideal clients online so you can increase your impact, influence, and income, go to: https://leaders-online.com/4cprocess/.   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Shomik Ghosh, Partner at Boldstart Ventures, joins the podcast for the second time to discuss his thesis on Kelly Partners (ASX: KPG / OTCQX: KPGHF), a specialist chartered accounting network established in 2006 to provide a better service to private clients, private businesses & their owners, and families.For more information about Shomik Ghosh and Boldstart Ventures, please visit:https://boldstart.vc/Chapters:[0:00] Introduction + Episode sponsor: Daloopa[2:20] Who is Kelly Partners and why they are so interesting to Shomik[5:31] What is Shomik seeing that the market is missing with Kelly Partners[9:09] $KPG's secret sauce for rolling up accounting firms / incentive risks / back office secret sauce that $KPG can do that PE firm can't[23:36] International expansion / is there enough growth runway of acquisitions[30:27] Why not relist in US from Australia?[37:10] Expanding into other areas outside accounting / AI tail risk[46:49] Management[52:13] Why are they so focused on McDonald's[55:22] Final thoughts[57:26] What does Shomik think would be the cause for the thesis breaking with Kelly Partners / how does Shomik look at fair value here[1:02:24] Quick thoughts on Match GroupToday's sponsor: DaloopaEarnings season is hectic—there's no way around it. But what if you could take back the time you spend on manual model updates? With Daloopa, you can.Daloopa automates your audit and update process, instantly pulling accurate, fundamental data from filings and reports directly into your models. That means no more wasting hours on repetitive tasks. Instead, you can focus on analyzing trends, refining strategies, and staying ahead of the competition.Stop letting manual work slow you down. Set up a free account today by visitingdaloopa.com/YAV and see how Daloopa can transform your workflow.

In this episode of Growing Your Firm, host David Cristello speaks with Michael Meihaus, the owner of Meihaus CPA, who transitioned from a decade in public accounting to launching his own firm focused exclusively on retirement plan audits.  Michael shares his journey of self-discovery, including a pivotal conversation that prompted him to leave his job and pursue his passion.  The discussion touches on the importance of designing a firm that aligns with one's lifestyle and the concept of "choosing easy mode" in the accounting profession.  Listeners will gain insights into creating a unique firm identity, as Michael's website stands out from the conventional offerings typically found in the industry. Tune in to explore the magic of retirement plan audits and the entrepreneurial spirit behind building a firm that reflects personal values and aspirations.

Starting your own firm can be tough, but finding the right clients makes all the difference. In this episode, Yuri Kapilovich, CPA, a managing partner of Kapilovich & Associates shares his ideas about the importance of choosing quality clients and building strong relationships, rather than just focusing on quantity. Yuri also discusses how to balance work, family and personal goals. If you're thinking about starting your own firm, this episode has helpful tips to guide you.   For more information on starting your own firm, explore the Starting Your CPA Practice - Planning Checklist and other Transforming Your Business Model resources.  

Logan's Videohttps://youtu.be/r8mbbDhHqJI?si=XiscCcZeAp8FmXv0Connect with Loganhttps://countercommunity.cohttps://x.com/LoganGrafTaxhttps://www.linkedin.com/in/logangraf/https://www.youtube.com/channel/UCF2X_OgakltGGp-r5AJNsPQ

Yuri's LinkedIn post that kicked off this discussion https://www.linkedin.com/posts/ykapilovich_thefuncpa-activity-7283119732684206081-Mr-_?utm_source=share&utm_medium=member_desktopAnd check out Yuri's podcast here! https://thecapitalcontribution.buzzsprout.com/1986541

Check out PASBAhttps://pasba.org

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Jesse and Tom from FinOptimal, a company that uniquely combines accounting services with innovative QuickBooks applications designed specifically for accountants.  The conversation delves into their dual business model, exploring how they balance service and product development in the competitive accounting landscape. Jesse and Tom share insights into their journey in building accounting software, the challenges they face, and their vision for the future of their company.  Tune in to discover how FinOptimal is reshaping the accounting industry and learn valuable lessons on managing a multifaceted business.

Connect with Jaimehttps://tieroneservices.nethttps://www.linkedin.com/in/jcampbellcpa/https://www.facebook.com/jcampbellcpa

I want you to create the accounting firm you're meant to own, rather than the one you think you're supposed to build. This episode isn't for everyone. It's for those who feel frustrated, disheartened, dispirited, or distressed about their current situation. It's specifically for those who feel alone in their struggle and find it difficult to articulate what they're experiencing or don't have anyone who “gets it.”You can reshape your firm with a bit of time, focus, and commitment. It won't always be fun, but it's worth the effort to build a practice and do the work you were meant for.…SETH GODIN'S TED TALK ON TRIBES WE LEAD »https://www.ted.com/talks/seth_godin_the_tribes_we_lead?subtitle=enThis is an excellent TED Talk; skip to 13:20 if you're in a hurry. …Haven't been to my website recently? Check out the FREE RESOURCES »…Link to full shownotes: https://www.businessstrategyforcpas.com/331…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

A16z video about accounting tech https://youtu.be/OPRJI8Djfq8?si=0NEIDWo2EDbjSRpkNotebookLM https://notebooklm.google

Episode 242 FACULTY: Chase Birky, CPA, Tim Petrey, CPA, and Kenji Kuramoto CLASS: #AccountingHigh Join Scotty and the DPS (Destroying Pyramid Schemes) panel of influential accounting leaders—Kenji Kuramoto (Acuity Accounting), Chase Berkey (Dark Horse CPAs), and Tim Petri (HD Growth Partners)—as they discuss innovative approaches to transforming the traditional accounting pyramid scheme firm structure. They explore new business models aimed at improving firm culture and client service, and share personal experiences of breaking away from legacy practices to create more dynamic and sustainable working environments. This engaging conversation delves into the nuances of leadership, firm management, and the future of the accounting profession, making it a must-watch for anyone involved in the field.

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Geoff Bruskin, founder and managing partner of White Tiger Connections.  They dive into the dynamic landscape of mergers and acquisitions (M&A) within the accounting industry, exploring how recent trends have created a surge in acquisition interest.  Geoff discusses the impact of cloud technology and the shift towards distributed employment, which have transformed the M&A space.  The conversation also touches on the importance of viewing accounting as a nucleus for offering diverse services, particularly for young professionals entering the field. Tune in for insights on navigating M&A and recruitment in today's evolving market.

Check out Logan's YouTube channel here https://www.youtube.com/channel/UCF2X_OgakltGGp-r5AJNsPQHis Twitter https://x.com/LoganGrafTaxAnd LinkedIn https://www.linkedin.com/in/logangraf/And his new community, Counter https://countercommunity.co/

Learn more about my community Realize here https://www.rlz.io/

Eric Green, Founder of Tax Rep Network talks with Rob Ferrini of McGowan Pro, a cybersecurity insurance company specializing in mitigating accounting firm cyber risks. Since 1998, McGowan Pro has specialized in providing professional liability-related insurance products to accountants, investment advisors, attorneys, and other professionals. Their personal service is unmatched by any other national broker. It's crucial to have your WISP—your Written Information Security Plan—in place, along with all your data security measures, and to know what to do in case of a breach, ensuring you also have cyber insurance. The pressing question is, who do you call, and what do you need? Cyber insurance has experienced its ups and downs, and unlike other types of insurance that have been around for decades, it is evolving rapidly given the threat landscape for accounting firms. In this episode, Eric Green and Rob Ferrini break down exactly what accounting firms need to do to ensure they protect themselves in the case of a data breach, data theft, or financial loss that is incurred through cyber crimes directed at accounting firms and their clients. Want to contact Rob? Email him at rferrini@mcgowanprofessional.com.

Eric Green, Founder of Tax Rep Network talks with Rob Ferrini of McGowan Pro, a cybersecurity insurance company specializing in mitigating accounting firm cyber risks. Since 1998, McGowan Pro has specialized in providing professional liability-related insurance products to accountants, investment advisors, attorneys, and other professionals. Their personal service is unmatched by any other national broker. It's crucial to have your WISP—your Written Information Security Plan—in place, along with all your data security measures, and to know what to do in case of a breach, ensuring you also have cyber insurance. The pressing question is, who do you call, and what do you need? Cyber insurance has experienced its ups and downs, and unlike other types of insurance that have been around for decades, it is evolving rapidly given the threat landscape for accounting firms. In this episode, Eric Green and Rob Ferrini break down exactly what accounting firms need to do to ensure they protect themselves in the case of a data breach, data theft, or financial loss that is incurred through cyber crimes directed at accounting firms and their clients. Want to contact Rob?  Email him at rferrini@mcgowanprofessional.com.