Podcast appearances and mentions of hugh duffy

On July 10, 1945, ten new members are inducted into the National Baseball Hall of Fame. Among them are catcher Roger Bresnahan, outfielder Hugh Duffy, and shortstop Hughie Jennings.Roger Bresnanhan is generally regarded as the most famous catcher of the deadball era. In a time when catchers rarely batted higher than 8th, Bresnahan was a leadoff hitter due to his high on base percentage and speed that belied his 200 pound frame. He broke into the majors as a pitcher, throwing a six hit shutout in his first appearance but had the ability to play every other position. Perhaps his most notable contributions to the game were in the development of protective equipment. Bresnahan is credited for the development of the batting helmet, shin guards for catchers, and improving the safety of the catcher's mask. Despite initial ridicule and protest, these safety measures all caught on and are standard equipment in today's game.Hughie Jennings, for his career stole 359 bases, walked 347 times, and holds the record for number of times hit by a pitch at 287. Each of these totaling more than his meager strikeout total of 233. Hugh Duffy, holds the single season record with a .438 batting average. In 1894, he amassed 234 hits in only 124 games, while playing for the Boston Beaneaters. Duffy collected 50 doubles and 18 homeruns during that amazing season! On July 10, 1934, in one of the most memorable All-Star Game performances ever, Carl Hubbell strikes out five consecutive future Hall of Famers. Hubbell fanned Ruth, Gehrig, Jimmie Foxx, Al Simmons, and Joe Cronin in that game won by the American League, 9-7. Hubbell himself gained entry to the Hall in 1947.In 1936, at Forbes Field, Chuck Klein hits 4 home runs in one game, including the tie-breaker in the tenth, helping the Phillies defeat the Pirates, 9-6. The Indianapolis, Indiana native barely misses hitting an additional homer in the second when right fielder Paul Waner catches his drive against the wall. At 36, Klein is the oldest player ever to hit four homers in a game, and the first National Leaguer in the 20th century to do so.On July 10, 1982, Larry Parrish of the Texas Rangers tied a major league record by clubbing his third grand slam within the span of a week. Parrish's latest slam lifted the Rangers to a 6-5 win over the Detroit Tigers. In 1968, Detroit's Jim Northrup also hit three grand slams in a week.Historical Recap performed by:Robyn Newton from - Robyn Says This Day In Baseball is Sponsored by - www.vintagebaseballreflections.com - Join the membership today and listen to 50 years of baseball history told to you by the folks who were there! As a special offer, all our listeners can use the term - thisdayinbaseball at the membership check out. Trivia is provided by -Horseshide Trivia This Day In Baseball - This day in baseball, provides information about what happened on specific day, career highlights.

En este episodio especial, hablamos sobre los récords que quizás no se rompan. Desde la increíble temporada de Hugh Duffy en 1894, cuando estableció el récord de mejor promedio de bateo con .440, hasta la hazaña de Billy Hamilton de anotar 198 carreras en la misma temporada. También discutiremos el récord de más triples en una temporada, establecido por Chief Wilson en 1912, y el récord de pelotazos en una temporada, que fue establecido por Hughie Jennings en 1896 y luego igualado por Ron Hunt en 1971. Además, hablaremos de algunos récords más modernos, como el récord de veces en base en una temporada de Babe Ruth en 1923 y el récord moderno de pelotazos en una temporada de Brandon Guver en 2016. También hablaremos sobre el impresionante récord de juegos jugados de por vida de Omar Vizquel y otros récords importantes en la historia de los Rays, como el récord de más at-bats de por vida y el récord de más tiempo como manager. #mlbrecords #mlbpodcast #baseballpodcast #podcast

TRUMP BACKING AWAY FROM "Q" OVER ROYALTIES? A-Block (1:47) SPECIAL COMMENT: At his latest rally Trump had security stop his cultists from doing the Q-Anon Sieg Heil and seemed to be backing away from the conspiracy theory. Or is it just that he found out he'll have to pay money for the damned "Q Song"? (5:15) Shocking developments as two excerpts from Maggie Haberman's book are actually relevant and revelatory as Trump confesses his true motivation for everything: the fear that people won't know who he is (9:07) And the Italian elections may seem remote and irrelevant, except that the apparent winner, the anti-LGBTQ anti-migrant fascist, is another Steve Bannon protege. B-Block (14:25) EVERY DOG HAS ITS DAY: Jelly Belly and Cooper in California (15:56) POSTSCRIPTS TO THE NEWS: Kevin McCarthy thinks he's quoting Lincoln when he's actually quoting a bank ad; JR Majewski says it's classified; Everybody hates Kyrsten, and NASA says 'Kiss your asteroid goodbye." (20:26) IN SPORTS: NFLPA has a headache over Too, and Judge stuck on 60. Plus the argument that the most homers is automatically the RECORD for homers is nonsense. The most strikeouts in a season isn't the RECORD for strikeouts, nor is the most steals. (27:52) THE WORST PERSONS IN THE WORLD: Somebody doesn't like my criticisms of CNN henchman Chris Licht, the Congressman who says women shouldn't vote, and what do you mean 'The Soviets irradiated Richard Nixon?' C-Block (33:13) THINGS I PROMISED NOT TO TELL: For 46 years, I have told the saga of my ill-fated hero Fred Merkle and how they changed the rules on him in the middle of the game in September, 1908. But this'll be the first time I've told the extraordinary story of what his great-grandson did as a toddler, as his parents and I watched in astonishment, that left us wondering about reincarnation!See omnystudio.com/listener for privacy information.

There is no better way to ring in the New Year than with a very special 116th episode of Baseball and BBQ.Jeff Cohen and Leonard Aberman are going it alone this episode.  Without guests they get to talk about what the New Year will hopefully bring to the podcast as well as bringing back two popular segments. In the first segment called, Lesser Known Hall of Famers, Jeff and Leonard talk about Hugh Duffy who, in 1894 set the MLB single-season record for batting average, .440, a batting record that has stood for 127 years. The other segent is called, Hall of Fame Years in Ordinary Carrers.  They discuss former Cy Young winner, Randy Jones, who, in 1976 as a starting pitcher for the San Diego Padres had a won-loss record  of 22-14 with a  2.74 ERA.  Barbecue talk includes a discussion about Barbecual Hall of Fame inductees, Henry Ford and Speed Herrig.We wish you all a very happy and healthy New Year.We recommend you go to Fifth & Cherry, https://fifthandcherry.com for wonderful cutting boards and http://www.baseballbbq.com for grill tools and clothing for barbecue and baseball fans and the Pandemic Baseball Book Club, https://www.pbbclub.com  to find many of the wonderful books we have featured as well as some additional swag.We conclude the show with the beautiful song, "Baseball Always Brings You Home" from the musician, Dave Dresser and the poet, Shel Krakofsky.We truly appreciate our listeners and hope that all of you are staying safe.If you would like to contact the show, we would love to hear from you.Call the show:  (516) 855-8214Email:  baseballandbbq@gmail.comTwitter:  @baseballandbbqInstagram:  baseballandbarbecueYouTube:  baseball and bbqWebsite:  https://baseballandbbq.weebly.comFacebook:  baseball and bbq 

Father Hugh Duffy  Irish Catholic Priest ret. His book “ What Is This Thing Called Faith”  Recorded at Barnes and Noble Palm Beach Gardens. 

From My Archives,Best Regards - Rhett Palmer"The Mayor of the Airwaves"Rhett discusses Father Duffy's  new book What is This Thing Called Faith ...Meditations with Reflections on the Sayings of Jesus. Fr. Hugh Duffy holds a Ph.D. from the University of Hull, England. Born in Donegal, Ireland, he was ordained in 1966 in Dublin, Ireland. He is pastor emeritus of Sacred Heart Catholic Church, Okeechobee, Florida. What is This Thing Called Faith?http://www.fatherduffy.com/what-is-this-thing-called-faith/About Father Duffyhttp://www.fatherduffy.com/about-fr-duffy/We are Pastors Alex and Naomi Pappas Say hello to the leadership team at Oceans Unite.Advertise w/the "Mayor of the Airwaves" Click or give us a call at (772) 473-7777 for more information.Turning Your Dream Smile Into Reality We are proud of the service we provide at Planes Dental Arts. Come see what we can do for you!

Today’s guest is Hugh Duffy, CEO and Co-Founder of Build Your Firm (BYF), Inc. Hugh is the leading marketing coach for accountants and takes pride in the impact that it has on their practice, and lives. With more than thirty years of marketing experience, Hugh has been teaching accountants how to improve their marketing so they can make more money in their accounting practice.  I wanted to have Hugh on so that you can better understand the role marketing can and should be playing in your business, so that: you can get better leads for your business, and get the most from your marketing dollars.  your marketing time, dollars, and energy bring the right number of high quality leads into your business. What stood out to me in this episode was just how much Hugh is on the same page about choosing a vertical or niche to become an expert in - and the impact it has to quality leads being able to find you, and you being able to command and defend much higher rates.    If you want to know if your niche is niche-y enough, go back and listen to episode, #91.  Figuring out your niche so that you can make your marketing more effective and command higher rates is one of the hardest parts of shifting your business from traditional accounting to highly paid advisor.  It’s a process I move almost every single one of my clients through - even the ones who thought they were sufficiently niched.  If you know your business’s growth is being held back because you can’t figure out your niche, I CAN HELP YOU find it.  Past Episode Mentioned: 091 Is Your Accounting Niche Niche-y Enough?   Connect with Hugh: Website: https://www.buildyourfirm.com/   Schedule time with Geraldine: https://calendly.com/geraldinecarter/15min   Download the ebook “6 Simple Steps to Double Your Revenue” https://shethinksbigcoaching.com/download-double-your-revenue   Work with Geraldine: Strategy Session https://shethinksbigcoaching.com/strategy-session/ 1:1 Coaching https://shethinksbigcoaching.com/business-coaching/ VIP Day https://shethinksbigcoaching.com/vip-day/

Hugh Duffy is the founder and CEO of Build Your Firm, a marketing firm designed for small businesses in the accounting industry. For over 30 years, Hugh has helped small accounting firms leverage marketing as a vehicle to help them grow their practice in an efficient, cost-effective manner. https://www.buildyourfirm.com/In today's episode, we discuss:Changing and adapting a business model over timeTraining employees and setting expectationsBuilding custom technology solutionsRequesting feedback and criticism and the importance of acting on those responsesTo learn more about the Staying Power Collective, a group for aspiring and current virtual firm owners on a mission to grow their firms, visit https://www.stayingpowercollective.com/ To read the show notes, guest contact information, and impactful quotes, visithttps://www.stayingpowercollective.com/blog

Summary Brian Mayer talks about how hard we try as stepparents to get it right.  But what is right?  Getting it right is often very subjective and so getting upset at ourselves is not the right approach.  Today we applaud your availability not your ability.  We hope you are inspired by today's message.  For more information and additional resources please visit our website at http://www.theremarriedlife.com Today's Goodies We all know that perfection is not necessary in most walks of life.  I would even dare to say that it isn't necessary in the medical field or in any of the sciences.  There are many reasons why perfection is not necessary and it probably mostly has to do with the fact that we are not perfect people.  You might not know this but even the dictionary gives some wiggle room about perfection. Listen to all these defintions:  the condition, state, or quality of being free or as free as possible from all flaws or defects. a person or thing perceived as the embodiment of perfection. the action or process of improving something until it is faultless or as faultless as possible. So I mean come on even the dictionary which sometimes we think is the most perfect place to find the meanings of words can't even say for sure that there such a thing as true perfection.  I think a lot about life and our history and what can we say was ever perfect or even close.  In 1894, Hugh Duffy had a batting average of .440.  This still stands today as the highest batting average ever.  What this average means is that he got a hit 44% of the time and made an out 56% of the time.  Very far from perfect!  Thomas Edison failed over 1,000 times to get the light bulb right.  Jeff Bezos the founder of Amazon had a multi billion dollar failure with a smart phone called the “Fire Phone.”  He later said that actually this failure led to the development of the highly successful Amazon Echo.  He said, “If the size of your failures isn't growing, you're not going to be inventing at a size that can actually move the needle.”    So have I convinced you that perfection is not necessary or really even possible, now what?  Let's talk about what you should be focused on instead especially as you shepherd your blended family.  Your Availability is more important that your ability.  Just being there for your family is often more important than what you are doing.  If career is important, then you might need to get creative on ways to stay connected like utilizing the phone to make calls or Facetime to see your family when traveling. Learn from Your Failures.  Try as best you can not to make the same mistake twice.  Of course as we have learned today, mistakes are somewhat subjective but again learn from things you don't think you did right.  Learn to Apologize. In my work with couples there is often one person in the relationship who has a tougher time apologizing for wrongs. Often I find that this person's childhood was void of people apologizing.  Now if you are the one that does often apologize be careful not to be too upset when you aren't hearing it from your partner.  Give them grace for not perfecting the art of the apology.  You are Not Your Mistakes.  This one is cliché but just remember there is no stepparenting manual for goodness sakes.  You didn't do something you would have liked but it does not define you.  Tomorrow is a new Day.  Again another cliché so this is just a reminder.  You will have plenty of opportunities to work to get it right.  If you are in a spot where you start to do things better and differently, your partner may not fully believe this yet but I encourage you to keep at it.  Eventually your partner and kids will see you differently.     Resources: Free Shared Parenting Checklist The Remarried Life Facebook Group   Thanks For Listening! With so many things that take time in our lives, I more grateful than you know that you took time to listen to this podcast episode.  If you liked this episode and believe that it would be beneficial to a friend, family member, or colleague, please share it using the social media buttons on this page. The Remarried Life Facebook Group is a community of people just like you who get and give support.  Please join today!  ​ As always remember that marriage is not something you have, it is something you do.  Talk to you next week unless you are binge listening in the future in which case I will talk to you in about a minute!  Take care.

Join host Hugh Duffy as he has a conversation with Allan Koltin, CEO of Koltin Consulting Group. Koltin is a nationally recognized speaker and industry analyst. He has appeared on numerous local and national media platforms, spreading his industry expertise. The two discuss various topics, focusing heavily on the future of the business. Which strategies will work long-term? Which ones are already being left behind? Join us! Allan D. Koltin, CPA, CGMATwitter I LinkedIn I Website For twenty consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. In 2019, he was recognized as the “Third Most Influential” in the profession. Koltin was also voted one of the 10 Most Recommended Consultants for the sixteenth straight year in the “Annual Survey of Firms” conducted by INSIDE Public Accounting. For the past six years, Allan has also been named by CPA Practice Advisor as one of the Top 25 Thought Leaders in the profession. In 2016 CPA Practice Advisor inducted Allan into the Accounting Hall of Fame. He was also one of the first to be inducted into the Accounting Marketing Hall of Fame by the Association for Accounting Marketing (AAM). He has also been a recipient of the National Association of Certified Valuation Analyst’s Instructor of the Year Award and winner of the Journal of Accountancy Literacy Award. Previously he was recognized by the Illinois CPA Society with the Distinguished Service Award for outstanding service and commitment to the profession.   Koltin is the author-editor of three books for professional services firms: CPA Firm Merger Strategies That Work, CPAs That Sell and the AICPA’s Marketing a Consulting Niche. He serves or has served on the editorial advisory boards of CPA Practice Management Forum, the Journal of Accountancy, Accounting Today, Public Accounting Report and Law Firm Management. Allan attended both the University of Wisconsin – Madison and the University of Wisconsin – Milwaukee and received degrees in accounting and marketing. He lives in Chicago with his wife, Sharon, his three children, Jack, Brian and Julia, and his two dogs, Bucky and Cody. His hobbies include travel, chess, and all sports Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

Want to know about the craft beer and local wine and food industries? Then don't miss this episode! Join host Hugh Duffy as he talks with Corey Lord, Lord CPAs. The two discuss how he got started in this unique niche. What are some of the pressure points in those businesses? And what are some of his goals for the future?  Corey Lord, Lord CPAsTwitter I Facebook I Website Corey is the CEO and a Client Ally at Lord CPAs. Corey took over Lord CPAs from his father in 2010 and has since transformed the firm from a traditional tax-focused firm to an advisory and consultancy firm for craft food and beverage businesses. Corey believes that business is not just a way to make a living, but also a way to express yourself creatively. For him, business is about the impact it creates in a community, as well as generating valuable profit for the stakeholders of the business. These values provide a platform in which he can lead his clients on a path to becoming mature businesses. Outside of work, Corey enjoys craft beer, watching movies with his family, or watching sports at the local brewery. Corey graduated from the University of Michigan. He is a licensed CPA in Michigan. Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

Want to know about the tax credit business in the film industry? Then don't miss this episode! Join host Hugh Duffy as he talks with Irene Waschler, Waschler CPA, LLC. The two discuss how she got started in this field. What are some of the challenges she faces? What marketing strategies have worked for her? Also, what does the future look like for Waschler CPA? Irene Waschler, Waschler CPA, LLCTwitter I Website I Email Irene Wachsler is a Certified Public Accountant specializing in accounting and tax solutions for small businesses, self-employed individuals, nonprofits, and the film and entertainment industry. Irene is dedicated helping her clients keep their financial lives organized, use their numbers to make better financial decisions, and save money on taxes through proactive tax planning. She is also experienced in cryptocurrency taxation including tax preparation and problem resolution. Irene graduated with a B.S. in Mathematics from the University of Lowell and has an M.B.A. from Babson College. Her affiliations include Massachusetts Society of CPAs, National Conference of CPA Practitioners, and Chair, Mass. Society of CPAs South Shore Breakfast Networking Forum. Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

Would you leave a safe and comfortable controller position at a large company to start your own CPA firm? That’s what Luke Gheen, founder of Gheen & Co. in Colorado Springs, did – in his early 30s and without any public accounting experience. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Luke about his decision to strike out on his own, the challenges he faced and how he landed many of his clients because of unsatisfactory service. “There is a such a need in the accounting industry,” he says. “A large majority of clients are coming from a place where they’ve been vastly ignored and marginalized.” Tune in to listen to Luke talk about how marketing played a role in building his firm from the very beginning, why change continues to be a constant driver in managing his practice and how he has created a business that allows him to live a life according to his own rules.   Luke Gheen, MBA, CPA, Certified Tax Coach LinkedIn  | Twitter  | Facebook  | Website Luke is a long-time resident of Colorado with extensive corporate finance and accounting experience. He graduated with a Bachelor's degree in Business Administration from the University of Colorado in 1999 and received his MBA from the University of Colorado in 2007. Luke started Gheen & Co., CPA in 2011 to help business owners simplify their accounting, save substantial money in tax, and grow their wealth long-term. Luke is a member of the American Institute of Certified Public Accountants. He is an avid rower, enjoys reading, and regularly travels to the Finger Lakes region of upstate New York. He relishes spending time with his wife, three sons, daughter, and extended family. Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com

Want to know the latest on the E-Commerce space? Then don't miss this episode! Join host Hugh Duffy as he talks with Marilyn Parham, Founder and CEO of The Bottom Line® CPA, about the opportunities and challenges in E-Commerce. Parham explains the importance of finding a niche and mastering it and that's how she discovered the E-Commerce community. Tune into why she started their own Amazon channel to sell products as well. Marilyn Parham, Founder and CEO of The Bottom Line® CPA Facebook (Bottom Line) I Facebook (ProfitHERO) I Facebook (Digitax PRO) Marilyn serves as the Founder + CEO of The Bottom Line® CPA, a sole proprietor business she started in 1996 to help small business owners and contribute to her family’s finances. The business now serves more than 250+ clients in all 50 U.S. States, including international sellers! She is also co-Founder of DigiTax PRO™ and ProfitHERO™, online brands that serve eCommerce and Online Business too. Marilyn graduated with a B.S. in Accounting in 1989 from Tennessee Technological University. Her CPA Certification was obtained in September 1993. She has been highlighted for many years as one of Hubdoc’s Top 50 Cloud Accountants in North America and actively served on the Xero Partner Advisory Council (XPAC) from 2016-2018. Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

The Association for Accounting Marketing has been around since 1989 when accounting firms could start advertising for their services. Tune in to this episode when host Hugh Duffy talks with outgoing AAM executive director Lauren Clemmer about how the 800-plus member organization got its start and what assets it provides to its members. Hear about the biggest issues marketers in the accounting industry face, how technology is impacting marketing and how the marketing role continues to evolve. Join us! Lauren Clemmer, Executive Director of AAM (retiring at the end of 2019) LinkedIn  |  Twitter  |  Website Lauren Clemmer has been a member and volunteer of AAM for eight years, most recently as co-chair of the Virtual Education Committee.  Formerly the head of marketing for Ciuni & Panichi, Inc., she joined AAM in June 2015 to become the executive director.  Her background includes nonprofit management and the sales and marketing of technology.  In the role of executive director, Lauren is responsible for working with the board president, the executive committee and the board of directors to drive AAM’s vision and strategic plan.  She is also responsible for the general administration of all AAM business, managing vendor and partner relationships, enhancing member engagement and loyalty and serving as the voice of membership.  She is supported by an account manager and staff at AMR. She gives back to her community as a member of the Women’s Board for the Boy and Girls Clubs of Cleveland.  This nonprofit raises funds to provide scholarships to the members going on to college, provide gym clothes for the children and support other programming as needed by the clubs. Lauren has been named to the Accounting Today 100 Most Influential People 2016, 2017 and 2018  as well as the CPA Insider in 2016. Lauren has a bachelor of arts in Psychology from Dickinson College.  She lives in Cleveland with her husband, Denny. Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

Want to know what’s going on in the craft beer industry globally? You won’t want to miss this episode! Join host Hugh Duffy as he talks with Maria Pearman, principal at Perkins & Co. about her experience traveling the world, gaining insight about the craft beer industry. As the author of Small Brewery Finance: Accounting Principles and Planning for the Craft Brewer” Maria provides listeners with inside tips on becoming a leader in this dynamic niche. Tune in to learn how she broke into the market, how her practice has evolved over the years and why meeting face-to-face is still the best way to secure new clients. Maria Pearman, Perkins & Co. CPA, CGMA, Principal LinkedIn  |  Twitter  | Facebook  |  Instagram Maria Pearman is a Certified Public Accountant who provides accounting expertise and a deep operational knowledge to the alcohol beverage industry. She teaches Finance and Accounting for the Craft Brewer, is currently in the University of Vermont’s Business of Craft Beer program, and previously at Portland State University’s Business of Craft Brewing program. Her book, “Small Brewery Finance: Accounting Principles and Planning for the Craft Brewer,” was published by the Brewers Association in 2019. Maria’s specialties include finance, managerial accounting, budgeting, tax accounting, tax planning and provisions, business strategy, Ekos software, Orchestrated Beer software, VIP, Netsuite, and NAVision software. She earned her BA from the College of Charleston in her home state of South Carolina. She resides in Portland, OR.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

In this episode, host Hugh Duffy talks with Jody Grunden, CEO of Summit CPA, all about how he built his virtual CFO firm from the ground up – and all the decisions involved in that endeavor. From flat fee billing, to setting up staff members to work virtually to how marketing plays an important role, tune in to hear Jody’s compelling story of growth and profitability. Join us! Jody Grunden, Summit CPA Group Website | LinkedIn Jody Grunden is a CPA with a passion for changing the way people think about accounting. He is the Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services for creative agencies, as well as one of the largest Virtual CFO firms in North America. Summit CPA’s Virtual CFO Service partners business owners with a dedicated CFO and a team of accountants, CPAs and tax professionals to help guide their business to success through cash flow management, business tax planning, and financial forecasting. Author of Digital Dollars and Cents, Jody literally wrote the book on helping digital companies create a financial roadmap to success. Jody co-founded Summit CPA in 2002 and transitioned the company to a distributed accounting firm in 2013. As the owner of a distributed company, Summit CPA fully understands the accounting, bookkeeping, cash flow management, and business tax nuances that come with being distributed, and the team loves helping clients overcome these challenges through their own experience and expertise.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us  

What’s it like being CMO and partner of a large firm? What metrics do you watch and what resources do you refer to for professional development? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Jeff Antaya of Plante Moran. Tune in to hear about the firm’s strengths and weaknesses, how going digital impacts marketing and business development and why having writers on your team is paramount to creating new and unique content that people want to read. Join us! Jeff Antaya, CMO of Plante Moran Facebook Jeff Antaya is a Partner and the Chief Marketing Officer at Plante Moran. He leads a team of approximately 85 individuals focused on growing the firm. His responsibilities include social media, brand development, marketing technology, communications, and digital business attraction and business development. Jeff has a Bachelor of Science degree in accounting and an MBA from the University of Detroit Mercy. Jeff is a founding member of the firms PRIDE affinity group focused on our LGBTQ staff. Jeff began his career as an accountant with PWC and eventually moved into the cellular phone industry, working at both Verizon and Nextel Communications. Over the course of 10 years, he held various sales and marketing executive positions at Nextel and played a significant part in the company’s growth into a fortune 100 company before it was acquired by Sprint. His position at Plante & Moran has allowed him to merge his skills in accounting, sales, and marketing to help Michigan’s preeminent firm grow and expand. Jeff is actively involved in Detroit and serves on various art and social service boards and advisory groups.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us  

Looking to bring more mindfulness into your practice or business? Not sure why it matters? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with CPA, yogi and technologist Amy Vetter about a variety of topics impacting small accounting firms and beyond. From her thoughts on the term “trusted advisor” to why knowing your purpose is crucial in client work, to the impact of AI and machine technology in firms, you won’t want to miss this! Amy Vetter LinkedIn | Instagram | Twitter | Facebook Amy Vetter is a CPA, Yogi and Technologist. She is the CEO of The B3 Method Institute, a corporate board member, and a transformative keynote speaker on Business, Balance & Bliss, the mindful use of technology, and the latest technology trends and their impact on financial professionals. Amy has authored two books, including Business, Balance & Bliss®: How the B3 Method Can Transform Your Career and Life. Her second book,  Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, is published by Wiley. It is the CPA and accounting professional’s guide to the future of delivering advisory services to their stakeholders with the rise of technology-driven DIY financial services. Amy has been recognized repeatedly as one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor, and as a “Top 100 Most Influential People in Accounting” by Accounting Today. Amy regularly shares her insights as a contributor to the AICPA’s Journal of Accountancy, Accounting Today, CPA Practice Advisor as well as  Inc.com and Entrepreneur.com. Learn more at www.amyvetter.com and follow @AmyVetterCPA on social media.     Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

Come get a taste of the best in this interview with Geni Whitehouse. Geni is a winery consultant at Brotemarkle, Davis & Co. in Napa Valley and has been an influencer in the accounting profession for many years. In this episode host Hugh Duffy dives in to talk with Geni about how she learned about the wine industry, the technology and benchmarking tools her firm uses to provide unique value to wineries and what’s on her marketing to-do list. Join us Geni Whitehouse, CPA Twitter Geni Whitehouse, CPA divides her time between working as a winery consultant at Brotemarkle, Davis & Co. in the Napa Valley, working with Mentor Plus to drive the accounting profession forward, and writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects interesting and she is seldom at a loss for topics. She is a regular keynote presenter at CPA and Technology conferences around the country and has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. She was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event. She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry and is the author of “How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard” which is available on Amazon.com.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us  

If you’re looking for data about key trends in the accounting profession, you won’t want to miss this episode with Kelly Platt, principal of Inside Public Accounting. Kelly publishes a number of reports on the profession that give CPAs and accountants insider information, advice and best practices across the United States, Mexico and Canada. Join host Hugh Duffy as he talks with Kelly about key data in marketing, growth, retention and yes, retirement. She talks about trends among the “Best of the Best” accounting firms as well as why benchmarking your firm – even every two years – can help your profitability and staff retention. Join us! Kelly Platt, Principal Website | Twitter Kelly Platt, principal of INSIDE Public Accounting and an equity partner in The Platt Group, has worked within the profession since 1994 and has developed a deep understanding of the inner workings of professional services firms. Kelly co-founded AccountingWEB.com in 1999 with partner, Michael and together they grew the company’s U.S. division to more than 500,000 readers, until they sold it to take over INSIDE Public Accounting in 2006. Kelly directs aspects of INSIDE Public Accounting’s Annual Survey and Analysis of Firms and the monthly newsletter. In 2011, Kelly launched The PRIME Symposium, an annual two-day event, built around bringing together the best and brightest within the profession to not only share with the small group, but to offer IPA an insider view of what truly makes a Best of the Best firm. Kelly leads the business development area, including launching new services and products with the goal of assisting firms achieve their potential. In her spare time, Kelly enjoys traveling, gardening and photography. She is active in the Golden Retriever Rescue Club (GRRACE.org) in the Indianapolis area, and currently has the privilege of sharing her office with two rescue dogs. Kelly lives in a suburb of Indianapolis. Kelly is a member of AAM, CPAFMA and a Board Member of GRRACE.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us  

Why is publishing valuable, relevant content important to your firm’s brand reach and growth? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Brian Swanson of FlashPoint Marketing about why content matters, how your website should work for you today (hint, it’s a lead and new opportunity generator) and why most accounting firms tend to be peer-driven, rather than innovative, when it comes to marketing. Tune in to hear Brian’s perspective on what Google wants for content, the power of video, how geofencing works and more! Join us! Brian Swanson, Cheif CEO Strategist at FlashPoint Marketing Facebook |  Brian Swanson is the Chief SEO Strategist at FlashPoint Marketing, a digital marketing agency that provides search engine marketing and search engines optimization services. He joined the company in 2008 to manage the company’s SEO and digital marketing programs. He has over 18 years of experience in creating, optimizing and implementing SEO programs for service-based companies. Through his passion for all things SEO, SEM, and Google he has a deep understanding of how to analyze, modify and drive success to digital programs. He also values opportunities to empower clients by educating them on the best practices, latest trends and helping them develop an “SEO” mind. Brian obtained a Bachelor of Arts degree from Northeastern Illinois University and has a Master of Business Administration in Finance from Benedictine University. He is a national speaker on Search Engine Optimization, content marketing, and Local SEO. He is a member of the American Marketing Association, Association of Accounting Marketing and involved in several local organizations.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us  

In this milestone episode, we put host Hugh Duffy in the hot seat! Over the last 50 episodes we’ve covered a number of niches, from cannabis to craft beer to divorce to fitness and talked with the accounting profession’s biggest influencers and thought leaders. Tune into this special show to hear Hugh share his highlights and most memorable takeaways, what surprised him the most and what he’s learned. Get ready for a trip down memory lane as we talk about some of our guests and the incredible insight they’ve brought AMDS. And you’ll also learn more about Hugh! Join us!  

Did you know the adoption of blockchain in small businesses is about five to 10 years away? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy catches up with Shehan Chandrasekera, CPA and head of tax strategy at Cointracker.io. to talk all things bitcoin, blockchain and cryptocurrencies. Tune in to hear what small accounting firm practitioners need to know about virtual currencies, why JP Morgan is considered a leader in this space and what go-to resources you should be reading if you want to be ahead of the curve. Join us! Shehan Chandrasekera, CPA | Twitter Shehan is one of the handful of CPAs in the country who is recognized as a real-world operator and a conceptual subject matter expert on cryptocurrency taxation. Prior to CoinTracker, Shehan co-founded JAG Argueta CPAs and worked for several regional and national public accounting firms for several years. His ability to dissect the tax code and innovative thinking have immensely contributed to his rapid professional growth. Shehan is a published author, CPE instructor and a frequent technical contributor to various social media platforms. His article on Virtual Currency and Tax Ramifications was featured in The Tax Adviser magazine sponsored by the AICPA. He was one of the first CPAs to have a published academic article on cryptocurrency taxation. He was recently awarded with the Outstanding Young CPA of the year award by Houston CPA Society for his contribution to the profession. Further, Shehan loves public speaking and has done dozens of speaking engagements with many organizations including AICPA, American Bar Association, and State CPA Societies. He recently joined the CoinTracker team as the Head of Tax Strategy to improve the CPA user experience and accelerate industry outreach.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us  

Have you given yourself permission to create the accounting firm you want, in the way you want to do it? In this episode, host Hugh Duffy talks with Jimmy Bell, founder of JF Bell Group in Idaho Falls, Idaho about how he allowed himself to break tradition from the accountants around him and build a fulfilling, successful veterinarian niche practice. Learn how Jimmy went from a generalist to discovering his niche, why he’s dedicated to education and learning and the major pain points vets are facing today (there are several!). Join us! Jimmy Bell founder of JF Bell Group Facebook | Twitter | Instagram BIO: Jim is a partner in JF Bell Group as well as a co-founder of the consulting group Solutions By DVMCPA. Ever the anti-traditionalist, Jim started his own accounting firm after college and became the first person in the state of Idaho to earn his license working exclusively for himself. Over his 40-year career, he established expertise in real-time technology solutions to help veterinarians simplify operations, improve profitability, and liberate them from their day-to-day burdens. He is a member of VetPartners, a nonprofit association of veterinary business specialists as well as sits on the Finance, Investment, & Audit Committee of the ACVIM. Jim is also a board member and the current treasurer of the Idaho State Board of Accountancy. Jim regularly attends national veterinary conferences like the Western Veterinary Conference and Fetch produced by dvm360. Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com  

A Blueprint for the Design Niche with Peter Lang. In this episode of Accounting Marketing Doesn’t Suck, join host Hugh Duffy as he talks with Peter Lang, founder of The Designer CPA. Peter works exclusively with interior designers, decorators and home stagers and shares his story of how he decided upon this niche, how being a guest on a popular podcast amplified his brand and work and why Instagram is his social platform of choice. Tune in to hear more about what makes this niche tick and how Peter not only provides accounting and tax services but is creating online classes to educate his client base as well. Peter Lang founder of The Designer CPA Facebook | Twitter | Instagram BIO: Peter Lang, CPA is an accountant who specializes in the unique accounting challenges faced by artistic professionals. Designers and other artistic professionals may find that ordinary CPAs are simply unequipped for their needs, but with 16 years of tax and accounting experience under his belt, Peter is a proven expert in helping interior designers do their taxes and all the other financial duties that art school didn’t teach them. Peter moved to Boston in 2004 to pursue his Master in Taxation degree. It was there that he began working at a large cutthroat accounting firm, where he was written up for the first and only time in his professional life for “helping people too much.” He then moved on to a small firm where he quickly became bored with the life of a traditional CPA and noticed that interior designers were consistently underserved by standard CPAs, so he decided to pursue his dream of running his own firm and settling down with his family and business in Rhode Island. Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com  

What’s the best way to nail your next presentation? Start with a story and give your audience a way to connect with you. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Tracey Segarra, director of marketing at Margolin, Winer & Evens LLP in New York and Moth GrandSlam storytelling champion. Tune in to hear Tracey talk about what marketing trends she’s focused on in 2019 (hint: more video) and why you have to be able to look at yourself critically to be a good storyteller. “People want to do business with people they like,” she says. Tracey Segarra Director of Marketing at Margolin, Winer & Evens LLP in New York and Moth GrandSlam storytelling champion Facebook | LinkedIn BIO: Tracey launched her career in NYC as a reporter and editor for local newspapers and national wire services, interviewing assorted politicians, celebrities and criminals. In 2003 she moved into marketing and since 2010, she has overseen the marketing department at Margolin, Winer & Evens LLP, a top 100 accounting and business consulting firm. In 2014, she discovered live storytelling via The Moth Radio Hour and started performing her own true stories at open mics and curated shows all over New York City. She has appeared on The Moth Radio Hour on NPR, the Story Collider and Risk! live show and podcast, is a 3-time NYC Moth StorySlam winner, a Moth GrandSlam champion and the host of a storytelling show based on Long Island, "Now You're Talking!" In her spare time, Tracey gives workshops to organizations, schools and individuals to teach them how to craft effective, compelling stories. Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com  

In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Michelle Golden, owner of Fore LLC. A business counselor and strategist, as well as a well-known expert marketer, Michelle teaches on a variety of strategic, leadership, pricing, growth and management topics. Tune in to hear Michelle talk about how pricing in advance is different from value-pricing (and why she bristles at that term), why defining the scope of every engagement is critical to pricing in advance, and why pricing for worth always involves an exploration of purpose with clients. Join us!   Michelle Golden, CPF LinkedIn  | Twitter  |  Website   Michelle Golden, CPF, is a growth and profitability strategist, and “value pricing” expert. With a strong background in CPA-firm marketing, she honed subspecialties in pricing and positioning. She currently focuses most on educating CPAs and assisting them to implement new pricing models based upon outcomes they affect, advancing them beyond charging for time spent. What she does best—differently from others—is energize people while she shows them how to do hard stuff. She clarifies the complicated. She sheds new light and instills confidence. She sets you up to make big progress possible. Michelle is recognized industry-wide for her original ideas and success with practical implementation. Some honors: Ten Most Powerful Women in Accounting by Accounting Today 25 Most Powerful Women in Accounting by CPA Practice Advisor Top 100 Most Influential People in Accounting by Accounting Today Top 25 Thought Leaders in Public Accounting by CPA Practice Advisor Association for Accounting Marketing Hall of Fame Michelle holds the International Association of Facilitators’ Certified Professional Facilitator (CPF) designation. Her deep knowledge of firm operations and sharp observation skills allow her to grasp a firm’s nuances quickly. She then guides firm owners and their teams toward increased business, improved customer interactions, smoother operations, and stronger cultures. Since 1994, she’s helped more than 130 firms to grow and become more profitable.   Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com  

Dawn Brolin of Powerful Accounting grew her accounting business to $2 million without acquisitions. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Dawn about her firm’s evolution from bookkeeping to fraud and IRS resolution case work, what marketing works for her (hint: it’s not LinkedIn) and how speaking and becoming an influencer in the accounting profession transformed her practice. Join us for this dynamic interview!   Dawn Brolin, CPA, CFE Twitter | Dawn is a Certified Public Accountant, Certified Fraud Examiner, and CEO of Powerful Accounting, LLC, a nationally recognized accounting, tax, forensic and fraud, IRS Representation as well as a QuickBooks consulting firm. Dawn’s list of professional accomplishments is extensive and includes speaking and consulting for prestigious companies. Named "2018 Top 100 Most Influential People in Accounting" by Accounting Today“ Top 25 Most Powerful Women in Accounting” 2012-2017 by CPA Practice Advisor, a “2017 Top 10 Managing Partner Elite – Great Accounting Firm Leader” by Accounting Today and selected as a “2009 Top 40 Under 40” by CPA Technology Magazine.   Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com

Not all gyms or fitness centers are the same and neither are the CPAs who serve them. Take a deep dive into the fitness industry in this episode of Accounting Marketing Doesn’t Suck and listen to host Hugh Duffy talk to Eric Killian, founder of The Fitness CPA. In this episode, you’ll get an inside view of how Eric built out his niche, why he only works with clients virtually, his take on the power of content marketing, and some of the biggest challenges facing fitness businesses today. Join us!   Eric Killian, The Fitness CPA Facebook | Instagram | Twitter | Website Eric is a second-generation CPA firm owner and the founder of The Fitness CPA. He has been a full-time firm owner since 2014. From 2014 to 2017 Eric was the CFO and a board member of a national fitness franchise which he helped to grow to 17 locations across five states. Prior to that Eric worked at a local CPA firm in Boulder, Colorado and a regional CPA firm in the Baltimore area. When taking a break from accounting you'll find Eric volunteering with the Colorado Mountain Club, working out with his personal trainer, swimming laps with his swim coach, and practicing yoga.   Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com

Mariel Diaz comes from a family of jewelers and worked on both the craft and sales sides, as well as tackled the accounting. While she didn’t set out to start an accounting practice, she now has a virtual firm that focuses exclusively on jewelers, with a client base of small independent designers, makers and wholesalers as well as some franchises. In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Mariel about how her firm has evolved, the biggest pain points of jewelers and what marketing tactics have worked for her firm. Join us!   Mariel Diaz, founder, Accounting for Jewelers Mariel founded Accounting for Jewelers in 2013 and is managing director of the firm. They partner with jewelry businesses throughout the U.S. for bookkeeping, compliance and advisory work. Mariel oversees service operations, creates courses and applications, develops and implements the company’s long-term initiatives to sustain the jewelry industry, and works directly with clients for advisory services. She was previously a GIA Graduate Gemologist, Certified Bench Jeweler and German-trained Gemstone Carver before she became an accountant.   Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com

Interested in building out a dental niche? In this episode, Bassim Michael, founder, and president of Onlyfordentists.com, talks about how he built out his dental CPA practice and what he’s learned along the way. From using direct marketing in small cities to networking to reaching out to people in his industry when he was first starting out, Bassim shares his path to success with host Hugh Duffy. Tune in to learn how he did it and what still keeps him up at night (hint, it’s what a lot of CPAs grapple with these days). Join us!   Bassim Michael, Founder and President of OnlyForDentists.com Facebook | LinkedIn | Twitter Bassim Michael, CPA, CVA, MS is the founder and president of Onlyfordentists.com, a division of Michael & Company, CPA. He is also the founder of PracticeGauge. Bassim and his team are dedicated to helping dentists understand their financial information, improve their profitability and lower their taxes. For more than 20 years, Bassim has worked with hundreds of dentists throughout the United States to help them become better managers and leaders. Bassim is a frequent speaker on topics such as practice management, tax planning, and exit planning. He has been quoted in many articles and publications such as The Wall Street Journal, Dow Jones Wire, Fiscal Times, and many more.   Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com

  We all think we listen to our clients, but do we? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Mitch Reno, director of client experience at Rehmann about his firm’s road to focusing on the client experience and why listening intently really matters. Since joining the firm in 2001, Rehmann’s revenues have more than quadrupled and are projected to be $158 million in 2019. Tune in to learn how the firm’s marketing and business development functions have evolved, how customer feedback has impacted their strategies and operations and the four central ideas the entire firm is trained in regarding client experience (hint, it has to do with providing a multi-touch, multi-functional model of connectiveness). Join us!   Mitch Reno, Principal, Director of Client Experience, Rehmann Facebook | Twitter Mitch Reno is a principal and the director of client experience for Rehmann. He is based in the Naples, Florida office. He is responsible for the direction of the firm's corporate service strategy focused on driving retention, loyalty and satisfaction. Mitch also works closely with firm leadership on firm-wide strategy and growth initiatives. Mitch brings more than 15 years of strategic planning, marketing, client loyalty, sales management, advertising, public relations and communications experience with him to his role. Mitch’s career began at the Frankenmuth Chamber of Commerce/Convention and Visitors Bureau as sales manager and magazine editor. For eight years, he worked as marketing and advertising manager at Amigo Mobility International, Inc., a manufacturer and international distributor of home health care equipment. Mitch worked for Michigan Sugar Company, a subsidiary of Imperial Sugar Company, as manager of corporate communications, directing internal and external brand strategy as well as communication and promotional programs. In 2006, Mitch was named Accounting Marketer of the Year by the CPA Practice Management Forum and the Association of Accounting Marketing. In addition, his teams have been recognized with more than a dozen national awards for marketing, branding and promotional programming.   Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com

What’s the difference between a hard trend and a soft trend? What can accounting firms do to keep themselves relevant in the face of constant, intense change? In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with well-known futurist Daniel Burrus about disruption, technology and how to truly be your clients’ trusted advisor by being an anticipatory problem-solver. Join us! Daniel Burrus LinkedIn  |  Twitter  | Facebook |  Instagram  | Blog Daniel Burrus is considered one of the world’s leading futurist speakers on global trends and disruptive innovation. The New York Times has referred to him as one of the top three business gurus in the highest demand as a speaker. He is a strategic advisor to executives from Fortune 500 companies helping them to develop game-changing strategies based on his proven methodologies for capitalizing on technology innovations and their future impact. He is the author of seven books, including The New York Times and Wall Street Journal best-seller Flash Foresight, as well as the international best-seller Technotrends. His latest book, The Anticipatory Organization: Turn Disruption and Change Into Opportunity and Advantage, is an Amazon #1 Hot New Release for Business.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us

We all know the cannabis industry is hot, hot, hot, but what do you need to know if you want to get started in this niche? A lot. Hugh Duffy talks with Jennifer Domingue, an associate attorney with the Cannabis Legal Group in Michigan about some of the biggest issues in cannabis today – 280E, Safe Banking Act (which is getting considerable bipartisan support) and insurance. Learn the difference between hemp and marijuana and why there’s a big surge towards producing CBD products. Join us! Jennifer Domingue, Associate Attorney, Cannabis Legal Group | Instagram | Twitter |Facebook  Jennifer Domingue is an associate attorney with the Cannabis Legal Group. Jennifer has significant experience working with cannabis businesses in a variety of matters, ranging from entity formation and licensing, to corporate governance, business relationship contracts and dispute resolution. Jennifer also advises cannabis business employers on maintaining regulatory compliance and works with employers to prevent and resolve labor and employment claims. In addition to her cannabis business focus, Jennifer is also an experienced litigation attorney, successfully representing clients in the courtroom across the state of Michigan.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us

Interested in learning more about Cryptocurrency? Need some basic questions answered? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Pat Larsen, co-founder, and CEO of ZenLedger, tax software for cryptocurrency investors. Hear Pat talk about how he got into the industry, how the accounting profession is getting up to speed and why he believes having a strong core team was key to his company raising capital. Join us! Pat Larsen, Co-Founder of ZenLedger | Twitter | Facebook  Pat Larsen is the co-founder and CEO of ZenLedger. He writes his bio this way: Former Amazon business manager ($100M P&L). M&A investment banking, marketing analytics, and e-commerce startups. Chicago Booth MBA. US Air Force Academy grad and former Navy helicopter mission commander.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us

Effective marketing is a plus for all firms, but it can be especially vital for small practitioners. From online reputation management, to engaging websites, to leveraging your local listings, Hugh Duffy of Build Your Firm Inc. walks us through what small CPA firms can do to optimize their marketing efforts and help the business thrive. For the full transcript click here. 

016 | How to Drum Up Ideal Clients for Accountants Do you ever feel that you wake up every day and think you would be further ahead by now with your firm and only working with clients that you love to work with? Finding clients can be tough - or does it have to be? Sometimes it feels like dating; you're searching for that perfect match. By defining what you're looking for in a client - often by finding your niche and developing an area of expertise, you can find an abundance of new clients. Once you've figured out the type of client you want to have in your firm in abundance, you'll be able to bring in your marketing tactics so that you attract them all into your firm. You'll know exactly what you need to do to bring them into your firm. You'll learn how you can market yourself in such a way that your ideal clients COME TO YOU - in abundance! In this episode of The Abundant Accountant Podcast, The Pitch Queen along with Hugh Duffy explains how he helps accounting firms niche and posture themselves as industry experts, and how they've attracted a tremendous amount of clients. Enjoy, and thank you for listening and tuning into The Abundant Accountant Podcast! To share your thoughts: Email The Pitch Queen @ hello@thepitchqueen.com Share The Abundant Accountant Podcast on Twitter, Facebook, Instagram, & LinkedIn To help the show out: Please leave an honest review on iTunes. Your ratings and reviews really help and I read each one. Subscribe to the show on iTunes. Be sure to join us on May 30th for our next amazing episode! Do You want to MAKE MORE MONEY, WORK LESS HOURS? Join me so you can unlock the secrets to growing a profitable accounting firm with less stress by joining our upcoming Abundant Accountants Masterclass! You will learn: The easiest ways to sift through clients and get to the RIGHT ones! Proven tactics to actually get paid instead of giving away FREE advice! How to stop competing on price FOREVER! Join our Abundant Accountants Masterclass today over at theabundantaccountant.com. Here are a few key secrets we talked about in this episode: Michelle Introduces Hugh Duffy and his business, Build Your Firm.. The goal is that accounting firms leverage marketing to find an abundance of the right kind of clients based on their specific niche. “Sales and marketing are like the Ying and the Yang” ~ Hugh Duffy. They work together to help you get to the right clients! When you market yourself well, you will have clients coming to YOU and saying “you are the kind of person I want to work with!” First, you have to really define that ideal client. Instead of just looking at what you want, often you can define that client by finding what you don't want! Reverse engineer the process. “Finding that client is like dating: you look through the deal-breakers to find that perfect match.” ~ Hugh Duffy By defining your ideal client, you're finding the person that you can serve the most effectively. Accountants are not typically taught to work on serving a niche, however, serving a particular niche will help you find the right clients who will come to you and find you. Having a niche, and serving it well, sets you apart! The goal is that a potential client sees you and your expertise and thinks “this person knows me, and knows my needs!” You can use a website to posture yourself as a niche expert - websites are an affordable way to be able to show potential clients that you are equipped to serve them. As you're showcasing yourself as an expert in a niche, continue to do the work to be the expert in that niche! Learn the tax codes, the loopholes, everything that you can to serve your clients well in whichever specific niche you choose. Social media can be used to connect and market yourself, but there's no “one size fits all” answer. The key to social media is that whatever you do, you do it consistently and nurture it so that it is effective. Video can be a great connecting point with people - most accountants don't do it, so you can set yourself apart by using video! Hugh sums up his four thoughts on what accountants can do TODAY to find your ideal leads. Learn More & Connect With Me Here! Read The Abundant Accountant Blog Build Your Firm website Hugh's LinkedIn Join us on Facebook Follow Michelle on LinkedIn P.S. Do You want to MAKE MORE MONEY, WORK FEWER HOURS? Join me so you can unlock the secrets to growing a profitable accounting firm with less stress by joining our upcoming Abundant Accountants Masterclass! You will learn: The easiest ways to sift through clients and get to the RIGHT ones! Proven tactics to actually get paid instead of giving away FREE advice! How to stop competing on price FOREVER! Join our Abundant Accountants Masterclass today over at theabundantaccountant.com.

How did John Garrett go from conducting audits at a Big Four firm to taking the stage as a stand-up comedian? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with John about his nontraditional career path and how he brings his passion for humor and breaking down professional stereotypes to Corporate America. Listen for tips on how to combat stage fright, how perfectionism can lead to failure and why being yourself is crucial in building relationships with your clients. Join us! John Garrett The Recovering CPA | Twitter | Facebook  John Garrett is a nationally recognized corporate comedian and emcee who draws on his condition as a recovering Big Four CPA to deliver messages that hit home with corporate audiences. This professional member of the National Speakers Association is on a mission to strengthen teams. John’s clean, customized performances and observations of everyday Corporate America help teams break down barriers, foster unity, and strengthen bonds. With over 1,900 performances, he consistently gets rave reviews from conference planners and firm leaders alike for his lasting impact on morale and firm culture. Recognizing how consumed people are in their jobs, the hilarity of everyday Corporate America and how humor transforms the morale and camaraderie of those around him, John left his cubicle to perform at corporate events across the country. Since then, John has performed for leading companies ranging from “Big Four” accounting firms to banks to technology companies to professional associations seeking an outside-of-the-box way to engage their audiences. Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

When we think about the hospitality industry, hotels and restaurants typically come to mind. But what about golf and country clubs? And is it a viable niche? For PBMares’ Kevin Reilly it certainly is. Kevin works with member-owned and investor-owned clubs and has become nationally known for this highly specialized niche. In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Kevin about how he built his well-known practice (hint, it includes speaking and writing articles), tips on bringing more millennials onto the golf course and why revenue recognition is a huge concern for clubs right now. Join us! Kevin F. Reilly, J.D., CPA, CGMA Partner, Metro D.C., kreilly@pbmares.com LinkedIn | Twitter | Facebook  A senior tax authority for PBMares, Kevin Reilly serves as a technical resource to the firm in interpreting and applying tax law to numerous situations related to various industries, including clubs. Recognized as a leading club tax expert in the United States, Kevin served as Director of Club Services and is a past member of the Hospitality Task Force for PKF North America. He also served as chair of the Hospitality Community of Practice. In addition, he is the Executive Treasurer of the National Capital Club Managers Association and a member of the Washington Metropolitan Club Controllers Chapter of the Hospitality Financial and Technology Professionals (HFTP) and served as President of the Chapter. Kevin’s professional memberships include the American Institute of Certified Public Accountants’ (AICPA) Tax Division. His involvement with the AICPA includes being a former member of the Tax Executive Committee, a former Chairman of the Tax Division Communications Committee and a former member of the National Conference of Lawyers and Certified Public Accountants, a joint committee of the American Bar Association and the AICPA. In addition to being active with the AICPA, Kevin is a member of the Virginia Society of Certified Public Accountants, the Federal Bar Association, the District of Columbia Bar Association Tax Section, and the Virginia Bar. Kevin received a Juris Doctorate from the Washington College of Law at American University in Washington, D.C. and a Bachelor of Science in Accounting from Providence College in Providence, Rhode Island. He is licensed to practice in the District of Columbia, Maryland, Virginia, North Carolina, Georgia, Florida and Texas. In addition, he has also earned the Chartered Global Management Accountant (CGMA) designation. Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

Looking to bring more mindfulness into your practice or business? Not sure why it matters? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with CPA, yogi and technologist Amy Vetter about a variety of topics impacting small accounting firms and beyond. From her thoughts on the term “trusted advisor” to why knowing your purpose is crucial in client work, to the impact of AI and machine technology in firms, you won’t want to miss this! Amy Vetter LinkedIn | Instagram | Twitter | Facebook Amy Vetter is a CPA, Yogi and Technologist. She is the CEO of The B3 Method Institute, a corporate board member, and a transformative keynote speaker on Business, Balance & Bliss, the mindful use of technology, and the latest technology trends and their impact on financial professionals. Amy has authored two books, including Business, Balance & Bliss®: How the B3 Method Can Transform Your Career and Life. Her second book,  Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, is published by Wiley. It is the CPA and accounting professional’s guide to the future of delivering advisory services to their stakeholders with the rise of technology-driven DIY financial services. Amy has been recognized repeatedly as one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor, and as a “Top 100 Most Influential People in Accounting” by Accounting Today. Amy regularly shares her insights as a contributor to the AICPA’s Journal of Accountancy, Accounting Today, CPA Practice Advisor as well as  Inc.com and Entrepreneur.com. Learn more at www.amyvetter.com and follow @AmyVetterCPA on social media.     Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with this year’s president of AAM, Craig Browning. Hear the latest marketing trends from Craig’s perspective, what makes his north Virginia firm unique and the reason why they embrace working remotely. Craig Browning President (2018-2019), Director of Marketing and Personnel, KWC CPAs LinkedIn  Craig Browning is the Director of Marketing and Personnel at KWC CPAs. Craig is responsible for managing all aspects of the firm's marketing and business development initiatives and recruiting activities. He works closely with niche teams to achieve the goals of the firm's long-term vision by developing a culture of responsive solutions for their clients. He is currently the President of the Association For Accounting Marketing (AAM). Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

Segment or niche? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Gale Crosley, owner of growth consulting firm, Crosley + Company all about small and large firm growth, why it pays to specialize and the glue that holds segments together. In this episode, you’ll learn about what Gale calls “revenue segmentation” and how that can help you build out your specialization, what areas need more CPA-power (hint: crypto consulting and AI consulting) and why it takes three years to gain traction in carving out a niche. Join us! Gale Crosley Crosley+Company Twitter | LinkedIn | Facebook   Gale Crosley, CPA, has received the accounting profession’s “The Advisory Board Hall of Fame.” She was selected one of the 10 Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for 14 years, and one of the Top 100 Most Influential People in Accounting by Accounting Today for 13 years. She consults with mid-market accounting firms, assisting managing partners, to effectively increase their firm’s revenues. She guides them through development of the best strategies to achieve aggressive revenue growth objectives. Gale’s years of experience features a unique combination as a practicing CPA at Arthur Andersen, PwC, and a local CPA firm. She has also held senior management roles in the cutting edge technology environment with IBM, and several start-up technology companies. Gale has helped hundreds of large and large-thinking firms, both domestic and international, create high growth cultures, driving revenue from all aspects of the firm. She is an honors accounting graduate from the University of Akron, Ohio, and winner of the Simonetti Distinguished Business Alumni Award. Gale is a licensed CPA in Ohio and Georgia, a member of the AICPA, the Ohio Society and Georgia Society of CPAs, and is on the Editorial Advisory Board of the Journal of Accountancy. Her cornerstone book, At the Crossroads, chronicles the challenges and successes of a fictional CPA firm struggling with growth.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

What’s it take to build a seven-figure business early on in your career? A highly specialized niche and a deep understanding of what makes content marketing successful. In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Brandon Hall, owner and CEO of The Real Estate CPA. Brandon talks about his experience in the syndication and real estate fund space, why his clients all must own at least five properties and the power of podcasting. Join us! Brandon Hall CPA Twitter | LinkedIn | Facebook Brandon is a 28-year-old Certified Public Accountant, national speaker, and Founder/CEO of Hall CPA PLLC (branded as The Real Estate CPA). He works with real estate investors, syndicates, and private equity funds to optimize tax positions and streamline accounting and business functions. Brandon invests in multi-family real estate personally and through his capital group, Naked Capital. Brandon worked at PricewaterhouseCoopers and Ernst & Young prior to launching his firm in 2016. The firm has grown into a seven-figure business while being 100% virtual and currently has 13 employees across eight different states as well as 350+ real estate clients. Brandon was named 40 Under 40 by CPA Practice Advisor in 2018.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

What do CPAs and accountants underestimate when it comes to marketing? According to Sarah Johnson Dobek, founder and president of Inovautus Consulting, the answer to that question is social media, in particular, LinkedIn and a “block and tackle” approach to business development. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Sarah about her growth consulting firm, which works with public accounting firms in the $5 million to $40 million in revenue range. In Sarah’s experience, the biggest opportunity for small firms to grow is in diversifying their services, moving away from solely compliance-driven work and becoming a forward-looking firm. Tune in to hear more about Sarah’s work approach, what Top 100 firms are doing the best advertising and to find out what industry she sees as similar to the ever-growing cannabis sector.   Guest Bio: Sarah Johnson Dobek, founder & president  Twitter  | Facebook Sarah Johnson Dobek is President and Founder of Inovautus Consulting, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction. Sarah and her team work with firms to assess their growth goals and execute practical marketing and business development plans. With her unique background in operations, human resources, practice management, and marketing, Sarah delivers insightful, practical advice that guides organizations down the right path toward achieving the growth they desire. Sarah’s ability to understand where an organization is starting from, coupled with her disciplined approach to best practices, drives results for firms and helps them to evolve. Prior to forming Inovautus, Sarah was the Director of Marketing for a Chicago-based accounting firm and the Director of Consulting Services at PDI Global, where she learned the nuts and bolts of public accounting firms and the importance of aligning marketing, people, and practice management strategies to achieve growth. Sarah is a sought-after speaker for conferences, board meetings, and professional service associations and societies. She is a thought leader appearing throughout the profession through articles, podcasts, and videos in Accounting Today, CPA Society publications, the AICPA Journal, CPA Practice Advisor, and more. Having been named a “Top 100 Most Influential Person” by Accounting Today in 2013, 2014, 2016, 2017, and 2018, and a two-time “Top 20 Under 40 Vendor” by CPA Practice Advisor, Sarah is without a doubt glued into the profession. Living and breathing her passion, she’s also a member and former board member of the Association for Accounting Marketing (AAM) and the past President and member of the CPA Consultants Alliance.  

In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Angie Grissom, president of The Rainmaker Companies, all about firm differentiation, growth and the industry shift from compliance-based services to advisory. Tune in to hear Angie talk about how marketing and firm leadership need to be on the same page when it comes to strategic planning, why face-to-face meetings with top clients is one of the most overlooked tactics for retention and why it’s an exciting time in to be in the accounting industry. Join us! Angie Grissom President, The Rainmaker Companies Twitter | Facebook Angie Grissom serves as president of The Rainmaker Companies. She advanced from her previous position as director of consulting, which she held for over 10 years. Her role in the firm involves high-level strategy, thought leadership, consulting, and program and curriculum development. She transforms the lives of clients through innovation, goal setting, coaching, training, and accountability development. Angie is consistently recognized as one of the most influential people in the accounting industry. She is a frequent presenter at national and international conferences and a regular contributor to publications. She was published in a national “Ask Angie” column for several years and is the “She” in Accounting Today’s column known as “He Said, She Said.” This column debates issues in the accounting industry ranging from leadership to generational differences. Her reputation and passion are renowned and she brings all this to her role at The Rainmaker Companies. Prior to joining Rainmaker, Angie worked in organizational management, sales, and human resources. She earned her BS in Business Administration with an emphasis in Marketing and Pre-Law at Middle Tennessee State University and has completed master’s-level work with an MBA emphasis. She is married with two sons.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

“What we do isn’t really going to fundamentally change over time. How we do it is going to change tremendously.” In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Bill Sheridan, chief communications officer at the Maryland Association of CPAs. Bill has been with MACPA for nearly two decades and shares his perspective on how artificial intelligence is impacting the accounting profession, content marketing (and outsourcing the marketing function, in general) as well as why firms should be concerned with RONI (Risk of Not Investing) rather than the typical ROI. Tune in! Bill Sheridan Chief Communications Officer Professional EOS Implementer Maryland Association of CPAs / Business Learning Institute Twitter | Facebook | Instagram | LinkedIn Bill Sheridan is a knowledge hunter, content curator, lifelong learner, and EOS implementer. As chief communications officer for the Maryland Association of CPAs and the Business Learning Institute, he created and co-authors the association’s acclaimed blog, CPA Success; he created and hosts the MACPA’s weekly “Future-Proof” podcast; and he manages the association’s member communications and numerous social networks. He was named one of Accounting Today’s “100 Most Influential People in Accounting” for 2016. Bill speaks regularly at national conferences on the future of the accounting and finance profession, the strategic uses of social media, and the evolution of communication, collaboration and education. He delivers frequent presentations on behalf of the Business Learning Institute and is a certified Insights to Action strategic facilitator.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

“We want to prepare ourselves for disruption,” says Eric Majchrzak, shareholder and chief strategy officer at BeachFleischman. In this episode of Accounting Marketing Doesn’t Suck, join Hugh Duffy as he talks with Eric about what’s ahead for the Top 200 firm – including transitioning from hourly billing to pricing in advance, to digitally and remotely serving clients to focusing on creating new client experience initiatives. Eric Majchrzak Shareholder and chief strategy officer of BeachFleischman Twitter | LinkedIn Eric Majchrzak is a shareholder and chief strategy officer of Arizona-based accounting firm, BeachFleischman, a Top 200 firm in the US. He is responsible for the firm’s overall strategy formulation and execution regarding growth initiatives, business model transformation, market alignment, innovation, service line development, pricing, and firm mergers & acquisitions. Eric is a marketer by trade and has spent most of his career selling and marketing financial and professional services. He has been acknowledged as one of the accounting profession’s pioneers of digital and social media marketing. As an “in-house” accounting firm marketer for the past 15 years, Eric has placed a heavy emphasis of his firm’s resources on content marketing, social media and search engine optimization. As a result, he and his marketing teams over the years have generated millions of dollars in revenue for his firm(s). Prior to BeachFleischman, Eric served as the Director of Marketing for Freed Maxick, a Top 100 firm based in Buffalo NY.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

What’s the best way to nail your next presentation? Start with a story and give your audience a way to connect with you. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Tracey Segarra, director of marketing at Margolin, Winer & Evens LLP in New York and Moth GrandSlam storytelling champion. Tune in to hear Tracey talk about what marketing trends she’s focused on in 2019 (hint: more video) and why you have to be able to look at yourself critically to be a good storyteller. “People want to do business with people they like,” she says. Tracey Segarra Director of Marketing at Margolin, Winer & Evens LLP in New York and Moth GrandSlam storytelling champion Facebook | LinkedIn BIO: Tracey launched her career in NYC as a reporter and editor for local newspapers and national wire services, interviewing assorted politicians, celebrities and criminals. In 2003 she moved into marketing and since 2010, she has overseen the marketing department at Margolin, Winer & Evens LLP, a top 100 accounting and business consulting firm. In 2014, she discovered live storytelling via The Moth Radio Hour and started performing her own true stories at open mics and curated shows all over New York City. She has appeared on The Moth Radio Hour on NPR, the Story Collider and Risk! live show and podcast, is a 3-time NYC Moth StorySlam winner, a Moth GrandSlam champion and the host of a storytelling show based on Long Island, "Now You're Talking!" In her spare time, Tracey gives workshops to organizations, schools and individuals to teach them how to craft effective, compelling stories. Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

Knowing how to sell can make or break your practice. What prevents CPAs from selling effectively? In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Michelle Weinstein aka The Pitch Queen, all about ways to seal the deal. Tune in to hear why she thinks accounting professionals should set aside specific time for following up with leads and all about her experience on the hit show “Shark Tank.” Michelle Weinstein, Chief Sales Strategist, aka The Pitch Queen Facebook | LinkedIn |

In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Allan Ratafia, Build Your Firm’s co-founder and owner. A CPA, who is driven to manage his New York-based practice more efficiently and with less effort, tune in to hear Allan talk about how he operates his rapidly growing firm as a business not a tireless job. You’ll also hear about how he developed BizPayO, an engagement tool that enables accountants to electronically send proposals and determine terms for online payments, saving all parties admin time as well as headaches. Join us! Allan Ratafia Facebook | LinkedIn Co-Founder of Build Your Firm, Inc. CPA, MS in Taxation, BS in Accounting Fascinated with breaking the mold, Allan loves helping change the lives of other accountants. Maddened by the inefficiencies of his early accounting employers, Allan (known to his friends as “Rat” (from Ratafia) set out to start his own CPA firm in 1993. His mission was simple: Do it better with less effort. Never being afraid to try new things and quickly pivot, Ratafia & Company CPAs grew quickly and was noticed by other peers who often sought direct consulting advice for their firms. Allan embraced helping others and knew that his role in the industry would be best served in this capacity. So, in 2003 Build Your Firm Inc was launched to do just that.     Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com  

Find your most passionate people and put them in front, says Sarah Cirelli, marketing practice leader and head of marketing for Grassi & Co. in New York. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Sarah all about her new role at Grassi, why it’s so important to work with people’s strengths and how cultivating brand ambassadors at your firm is a key marketing strategy for 2019. Join us! Sarah Cirelli Twitter | Facebook | LinkedIn Head of Marketing, internationally recognized social/video/marketing strategist and non-sleeper, Sarah Cirelli has spent 10+ years coordinating and implementing various interactive, strategic and social marketing strategies to professional service firms. Perhaps best known for the accounting profession's famous viral video sensations and strategic social media strategy, Accounting Today honored her as “Top 100 Most Influential People” in the Accounting Profession two years in a row and helped land her a spot as a hand-selected attendee at the first-ever Forbes Under 30 Summit before reaching the age of 30. Wildly fascinated by people, motivated by what makes them tick and a firm believer that success is a result of hard work, performance-driven energy and a little bit of humor. Sarah is currently the Marketing Practice Leader, Head of Marketing for Grassi & Co. based in New York. She manages a wildly talented marketing department. Together, they provide strategic and innovative marketing guidance for their firm. They are strategic partners and an integral component to the growth and excellence of their firm, clients and each other.     Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com  

Everyone knows that cannabis is hot. If you’re a CPA or an accounting professional interested in getting into the industry, start here. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Naomi Granger and Andrew Hunzicker, co-founders of Dope CFO, a cannabis practice development firm, all about the issues plaguing the industry, why it’s not too late to jump into the niche and the risks involved for CPAs (they are small). Join us!   The Dope CFO Twitter | Facebook Andrew Hunzicker, CPA LinkedIn Andrew Hunzicker, CPA is an Accounting Expert focused on helping CEOs. Andrew Hunzicker, CPA is President of CFO Bend, currently serving cannabis companies in every vertical, in 4 states. Additionally DOPE CFO teaches Accountants, Bookkeepers, and CPAs how to successfully enter this industry with a complete DIY "accounting practice in a box" training program. He is an expert in Cannabis startups, CFO services, turnaround strategies, high-growth strategies, capital sourcing, mergers, exits, wealth protection, startups. He has provided executive leadership and business counsel to companies across many industries including retail, manufacturing, energy, medical/bio, high tech. Naomi Granger, CPA, MBA LinkedIn Naomi Granger is an accounting expert focused on helping Cannabis CEOs. The road to a successful cannabis businesses is full of confusing laws and regulations, steep taxes, and many other unforeseeable roadblocks and hoops to jump through. Cannabis CEOs run into a slew of accounting problems unique to this brand new, partially illegal industry. Growers and dispensaries have an ever-growing list of compliance concerns, banking issues and federal tax limitations. Naomi helps cannabis CEOs navigate these challenges so they can maximize their cash flow, minimize their tax burden and never worry when the auditors come around (and they will come).     Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com  

In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Katie Tolin, owner of CPA Growth Guides, a growth consulting firm based in Canton, Ohio. Katie is a seasoned marketer who uses data to drive her clients’ growth strategy. Tune in to hear Katie talk about why the way accounting firms grow today is different than in the past, the reason why you have to think smaller to get bigger when it comes to developing a niche practice and a glimpse of what the future of marketing will look like in accounting firms.  Katie Tolin LinkedIn  |  Twitter It’s a drive for improvement coupled with intense passion for what she does that inspires Katie to help CPA firms develop strategies that increase top-line revenue and increase profitability. A proven and nationally recognized marketer, Katie is taking what she successfully implemented on the job to help even more firms develop a culture of growth and to help firm leaders figure out how and where they can grow their client base. A self-proclaimed data geek, Katie uses all sorts of data to help firms determine their best growth strategies. Before starting CPA Growth Guides in 2015, Katie spent all of her nearly 20 year career in professional services marketing including roles at local, regional, super-regional and national firms, including regional marketing director at BDO USA, director of practice growth and (non-equity partner) at SS&G and director of practice growth at Rea & Associates. She has been named to the Top 100 Influential People in Accounting Today and the Most Powerful Women in Accounting lists.   Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com  

If you’re interested in knowing what CPAs and accounting professionals are facing in 2019 and beyond, you won’t want to miss this! In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Dan Hood, editor-in-chief of Accounting Today, all about what he’s learned covering accounting for more than 20 years, how artificial intelligence will impact the profession, and what CPAs could be doing better. Join us! Daniel Hood LinkedIn  |  Twitter Daniel Hood has been editor-in-chief of Accounting Today and Tax Pro Today since 2011; he joined Accounting Today as managing editor in 1998. A graduate of Georgetown University, he has also served as a business editor for the New York Daily News, and as a production editor for The Wall Street Journal Europe. He is the author of five novels and a guidebook to New York City.     Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com  

In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Michelle Golden, owner of Fore LLC. A business counselor and strategist, as well as a well-known expert marketer, Michelle teaches on a variety of strategic, leadership, pricing, growth and management topics. Tune in to hear Michelle talk about how pricing in advance is different from value-pricing (and why she bristles at that term), why defining the scope of every engagement is critical to pricing in advance, and why pricing for worth always involves an exploration of purpose with clients. Join us!   Michelle Golden, CPF LinkedIn  | Twitter  |  Website   Michelle Golden, CPF, is a growth and profitability strategist, and “value pricing” expert. With a strong background in CPA-firm marketing, she honed subspecialties in pricing and positioning. She currently focuses most on educating CPAs and assisting them to implement new pricing models based upon outcomes they affect, advancing them beyond charging for time spent. What she does best—differently from others—is energize people while she shows them how to do hard stuff. She clarifies the complicated. She sheds new light and instills confidence. She sets you up to make big progress possible. Michelle is recognized industry-wide for her original ideas and success with practical implementation. Some honors: Ten Most Powerful Women in Accounting by Accounting Today 25 Most Powerful Women in Accounting by CPA Practice Advisor Top 100 Most Influential People in Accounting by Accounting Today Top 25 Thought Leaders in Public Accounting by CPA Practice Advisor Association for Accounting Marketing Hall of Fame Michelle holds the International Association of Facilitators’ Certified Professional Facilitator (CPF) designation. Her deep knowledge of firm operations and sharp observation skills allow her to grasp a firm’s nuances quickly. She then guides firm owners and their teams toward increased business, improved customer interactions, smoother operations, and stronger cultures. Since 1994, she’s helped more than 130 firms to grow and become more profitable.   Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com  

What do CPAs and accountants underestimate when it comes to marketing? According to Sarah Johnson Dobek, founder and president of Inovautus Consulting, the answer to that question is social media, in particular, LinkedIn and a “block and tackle” approach to business development. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Sarah about her growth consulting firm, which works with public accounting firms in the $5 million to $40 million in revenue range. In Sarah’s experience, the biggest opportunity for small firms to grow is in diversifying their services, moving away from solely compliance-driven work and becoming a forward-looking firm. Tune in to hear more about Sarah’s work approach, what Top 100 firms are doing the best advertising and to find out what industry she sees as similar to the ever-growing cannabis sector.   Guest Bio: Sarah Johnson Dobek, founder & president  Twitter  | Facebook Sarah Johnson Dobek is President and Founder of Inovautus Consulting, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction. Sarah and her team work with firms to assess their growth goals and execute practical marketing and business development plans. With her unique background in operations, human resources, practice management, and marketing, Sarah delivers insightful, practical advice that guides organizations down the right path toward achieving the growth they desire. Sarah’s ability to understand where an organization is starting from, coupled with her disciplined approach to best practices, drives results for firms and helps them to evolve. Prior to forming Inovautus, Sarah was the Director of Marketing for a Chicago-based accounting firm and the Director of Consulting Services at PDI Global, where she learned the nuts and bolts of public accounting firms and the importance of aligning marketing, people, and practice management strategies to achieve growth. Sarah is a sought-after speaker for conferences, board meetings, and professional service associations and societies. She is a thought leader appearing throughout the profession through articles, podcasts, and videos in Accounting Today, CPA Society publications, the AICPA Journal, CPA Practice Advisor, and more. Having been named a “Top 100 Most Influential Person” by Accounting Today in 2013, 2014, 2016, 2017, and 2018, and a two-time “Top 20 Under 40 Vendor” by CPA Practice Advisor, Sarah is without a doubt glued into the profession. Living and breathing her passion, she’s also a member and former board member of the Association for Accounting Marketing (AAM) and the past President and member of the CPA Consultants Alliance.  

Would you leave a safe and comfortable controller position at a large company to start your own CPA firm? That’s what Luke Gheen, founder of Gheen & Co. in Colorado Springs, did – in his early 30s and without any public accounting experience. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Luke about his decision to strike out on his own, the challenges he faced and how he landed many of his clients because of unsatisfactory service. “There is a such a need in the accounting industry,” he says. “A large majority of clients are coming from a place where they’ve been vastly ignored and marginalized.” Tune in to listen to Luke talk about how marketing played a role in building his firm from the very beginning, why change continues to be a constant driver in managing his practice and how he has created a business that allows him to live a life according to his own rules.   Luke Gheen, MBA, CPA, Certified Tax Coach LinkedIn  | Twitter  | Facebook  | Website Luke is a long-time resident of Colorado with extensive corporate finance and accounting experience. He graduated with a Bachelor's degree in Business Administration from the University of Colorado in 1999 and received his MBA from the University of Colorado in 2007. Luke started Gheen & Co., CPA in 2011 to help business owners simplify their accounting, save substantial money in tax, and grow their wealth long-term. Luke is a member of the American Institute of Certified Public Accountants. He is an avid rower, enjoys reading, and regularly travels to the Finger Lakes region of upstate New York. He relishes spending time with his wife, three sons, daughter, and extended family.   Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com

What’s the best way to build out a successful niche? Follow your passion. Paul Neiffer, CPA, has done just that in the agriculture business by creating and writing the well-known blog, Farm CPA Today. Paul grew up on a farm in central Washington, still owns a farm with his wife and has always enjoyed talking and working with farmers. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Paul about the impetus for starting the blog, how it led to more writing and speaking engagements and approximately $2 million in direct fees over the past five years. Still in charge of more than 500 clients, Paul shares how he divides his time serving clients (he’s a fan of texting from the road) and marketing - and why he considers himself a millennial when it comes to technology. Join us!   Paul Neiffer, CPA, Principal Facebook | Twitter Paul Neiffer is a certified public accountant and business advisor specializing in income taxation, accounting services, and succession planning for farmers and agribusiness processors. Paul is a partner with CliftonLarsonAllen (CLA) in Yakima, Washington, as well as a regular speaker at national conferences and contributor at agweb.com. Paul regularly publishes timely content on CLA’s agribusiness blog, Farm CPA Today. He covers topics, including taxation, accounting, succession planning, new laws, major agribusiness events, and other issues that are unique to farmers and agribusiness processors. Raised on a farm in central Washington, Paul has been immersed in the ag industry his entire life, including the last 30 years professionally. In fact, Paul drives combine each summer for his cousins and that is what he considers a vacation. In addition, he is the previous owner of a 1031 exchange company.   Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com

Originally from Houston, Texas, Mark Patten spent a majority of his career working as a global CFO for large financial institutions in New York City. His plan, however, was to move back to Texas after his youngest child went to college and buy a flourishing accounting practice, which he did in 2014. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Mark about why he chose to purchase a practice as his entry strategy into public accounting, what it was like to buy and take over a 40-year-old, prominent firm in Dallas and how marketing allows him to be selective when working with clients. Guest Bio: Mark Patten, CPA, President McKinnon Patten & Associates, LLC Website  |  Twitter  |  LinkedIn Mark Patten specializes in tax planning and strategies for high net worth individuals and small to mid-size owner operated businesses. Mark also specializes in business valuation for purposes of tax planning and strategic transactions. Mark is a CPA licensed in Texas with ABV designation. Mark has an MBA with concentration in Finance from Duke University and a BBA in Accounting from the University of Houston. Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com

In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Scott Zarret, CPA, founder and president of CPAacademy.org, the largest free CPE and continuing education provider for the accounting profession. With 25,000 members and growing, the company has 1,400 recorded webinars from a variety of accounting thought leaders and influencers. Tune into to listen to Scott talk about his early days selling cost segregation studies – and how the realization to provide free content to prospects through webinars fueled his highly successful educational platform, CPAacademy.org. Learn about the site’s business model, how free content can generate more leads than a paid site and why Scott is a pioneer and disruptor in the accounting education space.   Scott Zarret: LinkedIn  |  Twitter With more than 25 years of experience in the accounting profession, Scott Zarret, president of CPAacademy.org, is widely recognized for developing innovative and highly successful marketing and sales strategies. Scott is uniquely qualified to help companies maximize webinars as an effective marketing tactic, with his platform having delivered more than 3,000,000 hours of Continuing Professional Education via live webcast. An alumnus of University of Maryland’s Robert H. Smith School of Business, Scott began his career in the audit and tax department of what is now CohnReznick.   Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com

Career journalist and baseball history author Bill Felber (A Game of Brawl: The Orioles, the Beaneaters, and the Battle for the 1897 Pennant) joins the big show to discuss the most cut-throat pennant race in American baseball history – a multi-level study in contrast that also symbolically set the course of how the modern-day game would ultimately be played. On one side was the original incarnation of the Baltimore Orioles – a charter member of the 1882 American Association who migrated to the National League ten years later (and not genealogically connected to today’s current American League club).  Led by eventual baseball Hall of Famers John McGraw, Wee Willie Keeler, and managerial innovator “Foxy” Ned Hanlon (no relation to your humble host?), the original O’s had a reputation as the dirtiest team in baseball – though many of the tactics they employed (e.g., tight pitching, base-stealing, hit-and-run plays, and precise bunting) were simply edgy approaches to the rules that later became strategic staples of the modern game. On the other, the comparatively saintly Boston Beaneaters – part of the longest lineage in baseball history dating back to the earliest days of the professional game and predecessors of today’s Atlanta Braves – and eight-time National League champs over the course of the late 1800s.  Boasting five of their own Cooperstown enshrinees – pitcher Kid Nichols, outfielders Hugh Duffy and Billy Hamilton, third baseman Jimmy Collins, and manager Franke Selee – the 1897 Beaneaters were the latest installment of a franchise that largely dominated the NL for most of the 1890s. A hotly contested battle throughout the season, the pursuit of the pennant was the most intensely watched team sporting event in the country’s history to that time, right down to the dramatic final week that climaxed with a decisive three-game series.  The effective championship match on the last day of the season saw 30,000+ crazed Boston fans – including a rabid self-appointed supporters group known as the “Royal Rooters” – break down the gates of the 10,000-capacity South End Grounds to watch the Beaneaters grind out a win and bring down baseball’s first and most notorious “evil empire.” PLUS: soap suds on the pitcher’s mound; the Temple Cup; late-Senator Ted Kennedy’s grandfather; the “Baltimore Chop,” and "Nuf Ced" McGreevy! AND, we fire up the old Victrola to hear one of (if not) the earliest known recordings of the Boston “Royal Rooters” de facto fight song, that originated with the Beaneaters during this memorable season! Thanks to 503 Sports, OldSchoolShirts.com, SportsHistoryCollectibles.com, Audible, and MyBookie for their support of this week’s episode!

We are all going to make mistakes. In fact, because we all make mistakes, we all pretty much expect others to make them too. We don’t expect perfection out of people. Well, at least we shouldn’t. Let me put it this way. The best single season batting average in Major League Baseball history is .4397 by Hugh Duffy in 1894. That means that he failed 56% of the time, and he’s the best ever! Read More... The post SILY Episode 393- Falling Out of Focus appeared first on Golden Spiral Media- Entertainment Podcasts, Technology Podcasts & More.

We are all going to make mistakes. In fact, because we all make mistakes, we all pretty much expect others to make them too. We don't expect perfection out of people. Well, at least we shouldn't. Let me put it this way. The best single season batting average in Major League Baseball history is .4397 by Hugh Duffy in 1894. That means that he failed 56% of the time, and he's the best ever! Read More... The post 393- Falling Out of Focus appeared first on Golden Spiral Media- Entertainment Podcasts, Technology Podcasts & More.