Podcasts about small firms

Discover how legal research giants like LexisNexis and Westlaw are being disrupted by low cost AI tools like ChatGPT. Smart solo lawyers are ignoring overpriced AI tools favored by BigLaw in favor of cheaper, more innovative options. Listen to find out which AI-powered legal research options that deliver speed, savings, and simplicity without bloated price tags. Resources from this Episode Carolyn Elefant's LinkedIn Post  ChatGPT  Google NotebookLM  Midpage  Westlaw  LexisNexis CoCounsel (Thomson Reuters / Casetext AI assistant) Fastcase Vincent AI (Fastcase's AI research tool) Clearbrief Microsoft 365 Copilot Other Resources The 80/20 Principle (my techlaw newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (my online community for lawyers)   Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

Most architects start their own firms for more freedom. But too many end up overwhelmed, overworked, and underpaid. Why does this happen, and how can you break free? In this episode, Enoch Sears speaks with architect and developer Zeke Freeman about the unseen barriers that hold back small firm owners. They uncover the surprising mindset shifts that can unlock real profitability. Plus, they explore the key difference between struggling firms and those that scale beyond $1M. You'll also hear why some firms hit a ceiling while others break through. And if you've ever wondered whether outsourcing is the future, this episode might change how you think about remote teams. The costly mistake most architects don't realize they're making Why pricing your services like everyone else is a dangerous trap The hidden fear stopping firm owners from delegating What it really takes to go from $1M to $10M (hint: it's not what you think)   To learn more about Zeke, visit his: LinkTree: https://linktr.ee/zfreeman1?fbclid=PAZXh0bgNhZW0CMTEAAab33UMAna1cq9m3n-cF7T9PYyFtIDL9LJJnjicA5QQDWW7ZX5YCl7g8qWU_aem_J8cHlehc-BEHqPCEu7Q0_g   ► Transcription: https://otter.ai/u/F2LPis8AojDlLrfM5oeucoGe9xY?utm_source=copy_url   ► Feedback? Email us at podcast@businessofarchitecture.com   ► Access your free training at http://SmartPracticeMethod.com/   ► If you want to speak directly to our advisors, book a call at https://www.businessofarchitecture.com/call   ► Subscribe to our YouTube Channel for updates:   https://www.youtube.com/c/BusinessofArchitecture   *******   For more free tools and resources for running a profitable, impactful, and fulfilling practice, connect with me on: Facebook: https://www.facebook.com/groups/businessofarchitecture Instagram: https://www.instagram.com/businessofarch/ Website: https://www.businessofarchitecture.com/yt Twitter: https://twitter.com/BusinessofArch Podcast: http://www.businessofarchitecture.com/show iTunes: https://podcasts.apple.com/us/podcast/business-architecture-podcast/id588987926 Android Podcast Feed: http://feeds.feedburner.com/BusinessofArchitecture-podcast Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9idXNpbmVzc29mYXJjaGl0ZWN0dXJlLmxpYnN5bi5jb20vcnNz   *******   Access the FREE Architecture Firm Profit Map video here: http://freearchitectgift.com   Carpe Diem!

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Send us a textRunning a bookkeeping or accounting firm means juggling multiple clients, deadlines, and deliverables - often leading to that feeling of "I'm drowning in work!" As someone who's built a successful practice while working 20 hours or less per week, I've discovered that how you organize and manage your workflow makes all the difference between constant overwhelm and smooth operations.Whether you're flying solo or leading a small team, these three actionable strategies will help you streamline your processes, reduce stress, and scale your firm without the burnout.In this episode you'll hear:Three actionable strategies to centralize your workflows and processes in one placeHow to implement a standardized file naming system that saves you hours of searchingTips for designing your week with focus blocks to avoid context switching and burnoutReal examples of how I apply these strategies in my own bookkeeping businessResources mentioned in this episode:ClickupAsanaGoogle SheetsGoogle DriveThe Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bbaThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Don't miss Workflow Queen's April Fools Sale - March 29 - April 120% off Everything >> Use Code APRILFOOLS⬇️ ⬇️workflowqueen.com/courses

Small Firm, Big Impact Host Gillian Bowen catches up* with Ruth Owen, the Inspector-General of Taxation and Taxation Ombudsman, about crucial updates and insights that Chartered Accountants need to know. Hear about recent focus areas for the Tax Ombudsman, including ATO service standards and ATO letters. Ruth also shares valuable information on the role of the Tax Ombudsman, elimination of the backlog for the complaints line and how you can effectively address and escalate client issues. This discussion gives a useful update on the evolving landscape of tax administration and how the Tax Ombudsman can also assist with Tax Practitioner Board matters. Resources referred to in this episode: Tax Ombudsman website Tax Ombudsman’s work plan Tax Ombudsman’s systemic review of the effectiveness of the ATO’s registered agent phone line Poll on the ATO’s registered agent phone line Tax Ombudsman’s review of ATO letters and written communications Escalate complaints about the ATO with the Tax Ombudsman via its website or telephone on 1300 44 88 29 (1300 IGT TAX) *This episode was recorded on 2 April 2025. See omnystudio.com/listener for privacy information.

#22: Partner and Founder at Studio Lyon/Szot reveals how his eight-person firm went head-to-head with global giants – and won. This is the ultimate David vs. Goliath story, packed with raw insights, bold strategies, and the mindset shifts that made it possible. If you've ever wondered how a small firm can punch above its weight and land game-changing opportunities, this episode is for you.PS - If you're a growth-minded firm owner or leader, apply to join us inside The Studio - https://growthitect.com/studioHere's what you'll learn in the episode: → The counterintuitive strategy Studio Lyon/Szot uses to stand out against industry titans.→ Why doing it all yourself is a trap, and how Andrew balances hands-on work with smart delegation.→ The secret to making clients see your value: Andrew's take on selling architecture without selling.→ How to stay profitable while delivering a high-touch, personal client experience.→ The real reason fee negotiations go wrong… and why discussing scope adjustments upfront changes everything.→ Why being small is a superpower: the unexpected advantage that helps boutique firms land massive projects.→ The storytelling edge and how Studio Lyon/Szot turns narratives into winning pitches.(05:38) Swinerton partnership leads to New York opportunities(09:06) How to solve client problems in unexpected ways(11:29) The power of collaboration in design problem-solving(14:07) Why strategic problem-solving gives firms a competitive edge(16:50) How consistent staffing drives project success(24:53) Shifting how clients perceive an architect's value(27:05) The key to building successful client partnerships(29:39) Balancing client value without undercutting(33:46) Managing expectations and adjusting fees effectively(37:13) Why design fees shouldn't be tied to project costs(39:22) The smart way to prioritize client needs in negotiations(43:44) How a strong, authentic story makes small firms stand outGROWTHITECT RESOURCES→ Apply to join The Studio - https://growthitect.com/studio → Join thousands of architects on the free Growthitect newsletter - https://growthitect.com/join STAY CONNECTED→ Follow on LinkedIn→ Follow on Instagram→ Subscribe on YouTube→ Follow on Twitter

A Master Guide Spec for Small Firm ArchitectsIn this episode, Mark sits down with Sherry Harbaugh, a seasoned specification consultant with over 35 years of experience in the architecture and construction industry. Sherry shares her unique journey into the world of specifications and highlights how critical well-crafted specs are to project success. They explore the ripple effects of poorly written specifications, from costly mistakes to communication breakdowns.Sherry introduces her master guide specification, a valuable resource designed to support small and mid-sized architecture firms navigating the complexities of project documentation. Throughout the conversation, they discuss the importance of mentorship, community, and the role of networking in building a successful career. Sherry also emphasizes why architects need to develop strong business skills alongside their design expertise.Above all, her story serves as a reminder to architects to stay resilient and not lose sight of their passion for the profession.This week at EntreArchitect Podcast, A Master Guide Spec for Small Firm Architects with Sherry Harbaugh.Learn more about Sherry online at TRC Consultants, let her know if you want to her email list at sherry@trc-consultants.com, and connect with her on LinkedIn.Referenced in this EpisodeStart developing your specification today! Download the TRC Master Guide Specifications with immediate access to over 300 Architectural Guide Specification Sections in Microsoft Word format used for any size project. EntreArchitect listeners get 10% off with code masterguide10.Please visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.Mentioned in this episode:Build SmartGabl CESEmergingContext & Clarity

If you’re a smaller practice, you may be wondering about the implications of mandatory sustainability assurance on your firm and your clients, and what the practical application of the new International Ethics Standards for Sustainability Assurance (IESSA) will look like. To help explain – the Chair of the International Ethics Standards Board for Accountants (IESBA) Taskforce that developed them, Mark Babington FCA (ICAEW), sat down with host Gillian Bowen when he was in Sydney in February, to explain what smaller firms should know about the value chain, the resources available to help accountants and the opportunities this journey toward sustainability assurance can present. Mark, who’s also the Executive Director of Regulatory Standards at the UK Financial Reporting Council, encouraged accountants to take up the opportunity to shape methodology and practice, in this important time of generational change. Resources referred to in the episode: IESBA: Basis for conclusions - IESSA Final Standard - IESSA CA ANZ’s submission to the IESBA on the Proposed IESSA IESBA Website Contact IESBA PODCAST: What’s next for ethics and the profession? IAASB Website SME sustainability hub CA ANZ Sustainable Business page Sustainability Tools & Resources Sustainability Assurance playbook Submissions to the IAASB, AUASB and XRB on sustainability assurance Check out the Smaller Practices Centre Check out Small Firm, Big Impact on the CA ANZ website See omnystudio.com/listener for privacy information.

Small firms can thrive against bigger competition without matching their manpower.  In this episode of Personal Injury Mastermind, Lem Garcia shares how he developed strategic workflows and documentation that increased case velocity while ensuring consistent quality. From his comprehensive case handling manual to specialized team roles, learn how the right systems can transform your practice without requiring an army of staff. If you're ready to compete with industry giants without expanding your headcount, this episode provides the strategic framework you need. We discuss: The wake-up call that changed Lem's entire approach to managing his practice A single document that took months to create but transformed Lem's entire business The surprising hiring philosophy that beats technical skill every time The exact moment when clients are most likely to become your best marketers The real reason most small firms struggle to match big firm results (it's not what you think) Guest Details Lem Garcia is the founder of Lem Garcia Law, a personal injury firm that has developed innovative systems to compete with much larger practices. By focusing on efficiency and client service rather than staff size, Lem's firm has been able to outperform competitors with significantly larger resources. Lem Garcia: LinkedIn  Lem Garcia Law: Website, Instagram   Chris Dreyer and Rankings Details Chris Dreyer is the CEO and founder of Rankings.io, the elite law firm marketing experts - for all your digital and traditional needs.   Rankings: Website, Instagram, Twitter Chris Dreyer: Website, Instagram Newsletters: The Dreyer Sheet  Books: Personal Injury Lawyer Marketing: From Good to GOAT; Niching Up: The Narrower the Market, the Bigger the Prize Work with Rankings: Connect

Grant Ellis FCA is the CA ANZ President for 2025 and he sat down with Small Firm, Big Impact host Gillian Bowen, to share insights into his storied career, how he became a CA, his journey with CA ANZ and the value of an engaged membership. Find out what’s ahead with the CA ANZ strategy and why he’s remaining focussed, like his predecessors, on the future of the profession and the talent pipeline. Resources referred to in this episode: Get in contact with the President Find out more about CA ANZ's Regional Councils and Committees Explore the Make Epic Things Happen campaign Download the High School Toolkit Read more about the New CA Pathways First letter from the 2025 CA ANZ President Ten years on: marking the coming together of ICAA and NZICA Check out the Smaller Practices Centre See omnystudio.com/listener for privacy information.

Why is running your practice so hard? Regardless of whether you have been in business a week or entering your twentieth year of firm ownership, the challenges you face in running your practice can keep you awake at night. On today's episode Jake looks at three major obstacles facing small business owners (the law school mindset, lack of feedback loop, and a constantly changing market) and how to overcome them. Get ready to make practicing law easy(ish)!

Blake and David examine several significant developments, including TaxDome's data security incident, and the implications of China's DeepSeek AI model that caused Nvidia's stock to drop. They also dig into the White House's federal employee buyout offer that could impact IRS staffing levels and break down key findings from Accounting Today's 2025 Year Ahead survey about trends in remote work, tech spend, and AI adoption in accounting firms.SponsorsKeeper - http://accountingpodcast.promo/keeperCloud Accountant Staffing - http://accountingpodcast.promo/casBasil - http://accountingpodcast.promo/basilChapters(00:24) - Introduction and Episode Overview (01:41) - Listener Shoutouts and Engagement (02:31) - Sports Banter and Mood Check (03:22) - Live Stream Interaction (05:11) - TaxDome Data Incident Discussion (22:24) - White House Buyout Offer for Federal Employees (31:26) - DeepSeek AI Model and Market Impact (36:24) - Exploring Perplexity's New DeepSeek R1 Model (36:58) - Comparing Reasoning Capabilities: R1 vs. ChatGPT (38:10) - The Google Search Analogy (39:16) - Concerns Over Unverified Financial Information (40:32) - Running AI Models on Personal Hardware (41:00) - Cost Implications for Businesses Using AI (42:59) - Innovation in Large vs. Small Firms (45:33) - Reforming the IRS: A New Approach (48:36) - Addressing the Accountant Labor Shortage (49:32) - Accounting Trends for 2025 (57:00) - The Role of AI in Accounting Tools (59:56) - Frustrations with Current Accounting Software (01:05:33) - Final Thoughts  Show NotesDeepseek R1 Explained by a Retired Microsoft Engineerhttps://www.youtube.com/watch?v=r3TpcHebtxMChina's DeepSeek AI dethrones ChatGPT on App Store: Here's what you should knowhttps://www.cnbc.com/2025/01/27/chinas-deepseek-ai-tops-chatgpt-app-store-what-you-should-know.htmlTaxDome reports security incident, says no sensitive data exposedhttps://www.accountingtoday.com/news/taxdome-reports-data-breach Reporting system error official post-mortemhttps://community.taxdome.com/c/resources/reporting-system-incident-official-post-mortem-794aebba-618b-4857-8aab-debca4e644ee TaxDome Post from Caleb Jenkins' LinkedInhttps://www.linkedin.com/posts/calebjenkins1994_so-taxdome-can-you-tell-us-more-about-activity-7288762022882594816-X9eS?utm_source=share&utm_medium=member_desktopTrump administration offers roughly 2 million federal workers a buyout to resignhttps://www.nbcnews.com/politics/white-house/trump-administration-offer-federal-workers-buyouts-resign-rcna189661Trump suggests sending IRS agents to the borderhttps://www.yahoo.com/news/trump-suggests-sending-irs-agents-233900348.htmlAccounting in 2025: The year ahead in numbershttps://www.accountingtoday.com/list/accounting-in-2025-the-year-ahead-in-numbersTop 10 AI accounting tools every business needs in 2025https://www.accountancyage.com/2025/01/24/top-10-ai-accounting-tools-every-business-needs-in-2025/Xero's new tagline: 'Your business supercharged'https://www.accountingtoday.com/news/xero-announces-new-tagline-your-business-superchargedNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

In This Episode:Host Bruce sits down with legal consultant Jared Correia to discuss:How he transitioned from practicing law to running Red Cave Law Firm Consulting.Simple strategies to help solo and small law firms thrive, including tips on data management, marketing, and scaling.Why your online presence matters more than ever—and how to fix it.Jared's entertaining personal stories, including lessons from his early career and his love of Rolos.Featured Guest:Jared CorreiaCEO, Red Cave Law Firm ConsultingHost of The Legal Toolkit Podcast and Non-EventcastDon't Miss:Jared's tips for evaluating your law firm's marketing and online presence.His lighthearted take on candy preferences and career missteps.Links and Resources:The Legal Toolkit PodcastNon-EventcastRed Cave Law Firm ConsultingMCLE Online PassFor questions or sponsorship inquiries, email podcast@mcle.org. Connect with us on socials!Instagram: mcle.newenglandBluesky: mclenewengland.bsky.socialLinkedIn: Massachusetts Continuing Legal Education, Inc. (MCLE│New England)Facebook: MCLE New EnglandX (Formerly Twitter): MCLENewEngland

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In this episode of the Wealthy Woman Lawyer® podcast, I share key insights into the game-changing legal trends that will shape the future for solo and small law firms in 2025.These trends offer exciting opportunities to elevate your law practice, streamline operations, and stand out in a competitive market.Tune in to hear my take on these transformative trends and how you can stay ahead in 2025. LINKS TO LOVEWant to leave us a review on Apple Podcasts? We'd so appreciate it! Here's the link.Are you ready to scale your law firm to six or seven figures in 2025? Click this link to apply and book a call with me.

A longstanding Clare business owner has raised concern over the impact commercial rates are having on local business. Donogh O'Loughlin, who owns a clothing store in Lahinch says the commercial rates rebate introduced through the Increased Cost of Business Scheme, did not go far enough, and claims the situation is detrimental for small firms operating in the town. He wants to see the council take a more proactive approach. To find out more about this, Alan Morrissey was joined by Donogh O'Loughlin. Photo (c) jordan_rusev from Getty via Canva.com

Leverage LIDAR Technology and Offshore Teams to Maximize Your Small FirmIn this episode of the EntreArchitect Podcast, Mark sits down with Courtney Rombough, AIA, a licensed architect with a deep passion for remodeling and adding to old homes. Courtney shares her journey into architecture, her experiences working at renowned firms, and how her tech-savvy mindset has shaped her practice. She explains how she integrates LIDAR scanning and iPads into her workflow to improve accuracy and collaboration and discusses the benefits of working with offshore teams for small firms looking to scale.With over 16 years of experience spanning diverse roles, including user experience design in a tech startup, Courtney offers actionable advice on project management, technology adoption, and staying innovative while delivering exceptional design.This episode is packed with insights for architects striving to enhance their processes and grow their firms.This week at EntreArchitect Podcast, Leverage LIDAR Technology and Offshore Teams to Maximize Your Small Firm with Courtney Rombough.Learn more about Courtney online at CourtneyRombough.com, and find her on Facebook, Instagram and LinkedIn. Please visit Our Platform SponsorsGo to https://betterhelp.com/architect for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help. Thank you to our sponsor BetterHelp for supporting our community of small firm entrepreneur architects.ARCAT.com is much more than a product catalog, with CAD, BIM, and specifications created in collaboration with manufacturers. ARCAT.com also offers LEED data, continuing education resources, newsletters, and the Detailed podcast. Visit https://ARCAT.com to learn more.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.Mentioned in this episode:HUD-IAH

Take Yourself From Stress and Chaos to Calm and Clear as a Small Firm ArchitectJanine Arricchio, a sought-after business and mental fitness coach for the Design | Build community, shares her inspiring journey from being a perfectionist and people pleaser to empowering creative entrepreneurs. With 20 years of experience as an interior designer and project manager, combined with a Columbia MBA and over a decade of personal growth, Janine has developed a unique coaching approach that blends artistic intuition, scientific insight, and a touch of magic.In this episode, she discusses how she helps her clients identify what's not working in their lives, reprogram their minds for positivity, and build thriving businesses with peace of mind. Janine also reflects on the transformative impact of the pandemic, the importance of empathy in personal and professional growth, and the daily practices that fuel lasting happiness and success.This week at EntreArchitect Podcast, Take Yourself From Stress and Chaos to Calm and Clear as a Small Firm Architect with Janine Aurichio.Learn more about Janine online at Yes 2 Yum, get 10% off the Mental Fitness Master Class with code ENTRE10 (expires 01/05/25), and find her on Instagram and LinkedIn.Referenced in this EpisodeNewsletter SignupSchedule a 30-Min CallFree download - Drama-Free Projects GuidePlease visit Our Platform SponsorsGo to https://betterhelp.com/architect for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help. Thank you to our sponsor BetterHelp for supporting our community of small firm entrepreneur architects.ARCAT.com is much more than a product catalog, with CAD, BIM, and specifications created in collaboration with manufacturers. ARCAT.com also offers LEED data, continuing education resources, newsletters, and the Detailed podcast. Visit https://ARCAT.com to learn more.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.Mentioned in this episode:HUD-IAHArchIT

In this episode of the GovCon Giants podcast, I'm bringing back a true powerhouse in the world of government contracting — Michelle Burnett, Executive Director of the HubZone Contractors National Council and President of HubZone Council, Inc. If you've ever wondered why billions in HubZone contracts go unclaimed or how to position your business for success, this episode is for you.   Michelle breaks down the real challenges facing small businesses trying to tap into HubZone opportunities. We talk about new regulations, the power of teaming, and why small firms (even with less than 10 employees) can still win big. She shares game-changing strategies on how to "flip the script" and position your company as a must-have partner for larger contractors.   We also dig into the true mission behind the HubZone program — it's not just about landing contracts, it's about revitalizing communities and creating jobs where they're needed most. Plus, Michelle shares success stories of businesses that have leveraged these strategies to change their entire trajectory.   This episode is packed with actionable advice, insider tips, and a fresh perspective on HubZone opportunities. If you want to learn how to turn overlooked set-asides into wins, you need to tune in. Linkedin: https://www.linkedin.com/in/michelle-burnett-21737771/ Hubzone Linkedin: https://www.linkedin.com/company/hubzone-contractors-national-council/ Website: https://www.hubzonecouncil.org/  Email: info@hubzonecouncil.org   

Keila Hill-Trawick breaks down how accounting firms can evolve beyond basic tax preparation to offer meaningful advisory services that benefit both the firm and their small business clients. She distinguishes between tax preparation, advisory, and planning services while providing practical steps for implementing these offerings without overwhelming your firm. Drawing from her experience at Little Fish Accounting, Keila explains why fixed-fee comprehensive packages often serve small businesses better than à la carte tax services, and how firms can deepen client relationships while creating new revenue streams.(00:00) - Welcome to Build to Enough (00:52) - The Importance of Tax Advisory Services (01:11) - Specializing in Small Firms (03:43) - Defining Tax Preparation and Advisory (06:35) - Implementing Tax Advisory Services (10:25) - Benefits for Firms and Small Businesses (12:28) - Conclusion and Next Steps Connect with Keila!LinkedIn - www.linkedin.com/in/keilahilltrawickWebsite - www.krht.coTwitter - x.com/littlefishcpaMore About Little Fish AccountingLearn more about Little Fish's suite of services at www.littlefishaccounting.com.Follow Little Fish Accounting at instagram.com/littlefishaccounting

Tactical Strategies to Reduce Your Stress as a Small Firm ArchitectBurnout is a silent epidemic in the architecture profession, and Morgan Chawaga knows it all too well. A licensed architect turned stress management consultant, Morgan founded The Healthy Architect to help architects break free from cycles of overwhelm and exhaustion.In this episode, Mark sits down with Morgan to explore tactical strategies for managing stress and fostering balance, particularly for small firm architects. Morgan unpacks the difference between stress and burnout, shares her approach to closing the stress loop, and offers practical tips like cultivating micro-habits, prioritizing silence, and embracing digital detoxes. She challenges outdated definitions of burnout and emphasizes the power of intentional transitions between work and home life.Whether you're juggling design deadlines, running a small firm, or simply navigating the demands of the AEC industry, this episode offers actionable advice and transformative insights to help you design and build a healthier relationship with your career.Discover how Morgan is empowering architects worldwide to prioritize their well-being and reimagine success—one healthy habit at a time.This week at EntreArchitect Podcast, Tactical Strategies to Reduce Your Stress as a Small Firm Architect with Morgan Chawaga.Learn more about Morgan online at The Healthy Architect, and find her on Instagram, Facebook, and LinkedIn.Please visit Our Platform SponsorsGo to https://betterhelp.com/architect for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help. Thank you to our sponsor BetterHelp for supporting our community of small firm entrepreneur architects.ARCAT.com is much more than a product catalog, with CAD, BIM, and specifications created in collaboration with manufacturers. ARCAT.com also offers LEED data, continuing education resources, newsletters, and the Detailed podcast. Visit https://ARCAT.com to learn more.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.Mentioned in this episode:ArchIT

Retirement Planning Options for Small Firm ArchitectsRetirement planning can be a daunting task for small firm architects balancing business operations and team management. In this episode, Mark interviews Courtenay Shipley, founder of Retirement Planology, to discuss how thoughtful retirement strategies can empower architects and their teams to achieve financial wellness.Courtenay brings her expertise in fiduciary responsibility, investment analysis, and participant education to the conversation, sharing practical insights into the retirement options available for small businesses. With a passion for making financial planning accessible, she explains how retirement plans can attract and retain talent, improve employee satisfaction, and support long-term business success.Through real-world examples and clear guidance, Courtenay emphasizes the importance of understanding your options and partnering with experts to navigate the complexities of retirement planning. Whether you're looking to enhance your firm's offerings or prioritize your financial future, this episode provides the tools and inspiration you need to take the next step.This week at EntreArchitect Podcast, Retirement Planning Options for Small Firm Architects with Courtenay Shipley.Learn more about Courtenay online at Retirement Planalogy, and find her on LinkedIn.Please visit Our Platform SponsorsGo to https://betterhelp.com/architect for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help. Thank you to our sponsor BetterHelp for supporting our community of small firm entrepreneur architects.ARCAT.com is much more than a product catalog, with CAD, BIM, and specifications created in collaboration with manufacturers. ARCAT.com also offers LEED data, continuing education resources, newsletters, and the Detailed podcast. Visit https://ARCAT.com to learn more.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.Mentioned in this episode:ArchIT

Former accountant turned Guideline product manager James von der Lieth breaks down how small accounting firms can offer competitive retirement benefits without breaking the bank. From navigating state mandates to understanding the new Starter 401(k) option, James shares practical insights on implementing and managing retirement plans for both firms and their clients. Learn how modern 401(k) providers are making it easier than ever to offer retirement benefits, plus discover how accounting firms can create new revenue streams by helping clients with their retirement planning needs.Connect with James!Guidline - https://www.guideline.comLinkedIn - https://www.linkedin.com/in/james-von-der-lieth-3450b33bConnect with Keila!LinkedIn - www.linkedin.com/in/keilahilltrawickWebsite - www.krht.coTwitter - x.com/littlefishcpaMore About Little Fish AccountingLearn more about Little Fish's suite of services at www.littlefishaccounting.com.Follow Little Fish Accounting at instagram.com/littlefishaccounting

The look and feel of your podcast is about to evolve. We're excited to share that the Small Firms Philosophy podcast is becoming "Transforming, tales of Business Evolution". New episodes start later in November 2024.

In this special episode of The Lawyers Weekly Show, produced in partnership with Smokeball, we unpack where small law firms are at with their use and understanding of artificial intelligence (AI) and the importance of better utilising emerging technology to, among other things, save time. Host Jerome Doraisamy speaks with Smokeball chief executive Hunter Steele about his passion for uplifting small law firms, the pace of change with AI relative to other market developments over the years, his headline observations about AI in the year that has been, how and why we remain in the “early adopter” phase, and the critical importance of ongoing education by and for practitioners about the relevance and place of such emerging technologies. Steele also reflects on lawyers' increasing appreciation for how AI will and continues to upend daily operations, the extent to which lawyers are excited about these developments, what Smokeball is doing right now to support practitioners (including its focus on practice management), the nature of queries the provider receives, how clients are responding to their lawyers' use of such platforms, what the advent and mainstreaming of AI says about the state of the legal market, and what excites him about the opportunities that lawyers will be able to grasp in the future. To learn more about Smokeball, click here.  

Dave Hartley, CPA joins us to take us through his impressive career journey and highlight the pivotal moments that shaped his path in the industry. As a seasoned professional at Anders, he sheds light on the importance of advisory services and how they've become a game-changer for firms looking to offer more than just traditional accounting. We explore the challenges and opportunities of implementing advisory services in small firms, with Dave offering practical insights on how to make this transition smooth and effective.Technology and AI are revolutionizing every industry, and accounting is no exception. Dave shares how leveraging these tools can streamline processes, enhance client services, and position firms for future growth. We also touch on the rising influence of private equity in accounting and what it means for firms of all sizes. Don't miss out on Dave's expert advice and actionable tips. Tune in to learn how you can implement these strategies in your practice!What you'll hear in this episode:[0:30] Introduction of Dave Hartley, CPA[1:10] Dave's career journey[3:55] Advisory services at Anders[06:30] Implementing advisory in small firms[11:25] Leveraging technology and AI[23:30] Private equity in accountingConnect with Dave https://www.linkedin.com/in/davehartleyConnect with Kelly https://www.linkedin.com/in/kellyrohrs/Connect with Bilal https://www.linkedin.com/in/bmehanna/

Jared Jaskot of Jaskot Law in Baltimore discusses how to ethically and effectively use artificial intelligence (AI) in an immigration firm, excerpted from MCLE's 6/6/2024 live webcast: Practical Uses for AI in Trial Preparation & Legal Practice. The full program is available as an on-demand webcast or an MP3 here.  Get 24/7 instant access to hundreds of related eLectures like this one—and more—with a subscription to the MCLE OnlinePass. Learn more at www.mcle.org/onlinepass and start your free trial today! Connect with us on socials!Instagram: mcle.newenglandX (Formerly Twitter): MCLENewEnglandLinkedIn: Massachusetts Continuing Legal Education, Inc. (MCLE│New England)Facebook: MCLE New EngalndThreads: mcle.newnengland

Can a Big Law antitrust practitioner have a successful career as a solo or small firm lawyer? In this episode, antitrust trial lawyer Sean Gates and co-hosts Alicia Downey and Matt Reynolds talk about their experiences leaving large firms to strike out on their own in the middle of their careers. Listen to this episode to learn what motivated them to "go small," and why antitrust law offers unique challenges, opportunities, and rewards to those looking for an alternative to Big Law practice. With special guest: Sean Gates, Partner, Illovsky Gates & Calia LLP Hosted by: Alicia Downey, Downey Law LLC and Matthew Reynolds, Huth Reynolds LLP

Learn how to showcase the unique advantages of smaller firms with Kelly Schuknecht from Summit Virtual CFO by Anders. In this episode delve into the strategies that empower small accounting firms to thrive despite resource constraints. Our guest, Kelly Schuknecht, Marketing Director at Summit Virtual CFO, shares valuable insights on leveraging niche expertise and personalized service to make a significant impact. Kelly emphasizes the power of building strong relationships and delivering customized solutions, talks about how specialized knowledge allows firms to stand out in the market and explores practical tips for enhancing client satisfaction while driving growth.   For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify  

Lessons Learned from a Decade of Serving Small FirmsIn this episode, Enoch Sears, founder of Business of Architecture, reflects on a decade of lessons learned from serving small architectural firms. He explores the evolution of the profession, highlighting the shift towards a tech-savvy, business-oriented approach among younger architects. Enoch discusses the critical role of digital tools, social media, and entrepreneurship in building a successful practice. He also shares insights on the importance of balancing business growth with personal well-being and relationships. With a proven track record of helping over 253 firm owners worldwide, Enoch introduces the SMART Practice Method, designed to create a creatively fulfilling and financially stable architectural practice.Enoch also delves into the challenges that small firms face in today's competitive market and offers practical advice on navigating these hurdles. He emphasizes the need for a holistic approach to goal-setting, one that aligns professional success with personal fulfillment. Whether you're an established firm owner or just starting out, this episode offers valuable takeaways for anyone looking to thrive in the architectural industry.This week at EntreArchitect Podcast, Lessons Learned from a Decade of Serving Small Firms with Enoch Sears.Connect with Enoch online at Business of Architecture, and find him on LinkedIn.Please visit Our Platform SponsorsGo to Betterhelp.com/architect for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help. Thank you to our sponsor BetterHelp for supporting our community of small firm entrepreneur architects.ARCAT.com is much more than a product catalog, with CAD, BIM, and specifications created in collaboration with manufacturers. ARCAT.com also offers LEED data, continuing education resources, newsletters, and the Detailed podcast. Visit https://ARCAT.com to learn more.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.Mentioned in this episode:ArchIT

Are you facing a talent shortage? Offshoring may be the answer. Our guest Laurence Whittam of Impact Global Solutions discusses tapping into global talent pools to boost your firm's capabilities. From selecting the right offshoring model to building successful remote teams, Laurence shares practical advice for small firms. Discover various offshoring models, practical implementation steps, process efficiencies, strategies for driving client growth and more. Discover how to transform your business with the PCPS Outsourcing Toolkit for CPA Firms.  Connect with our guest Laurence Whittam via LinkedIn. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com

How are you doing? Not you, personally, your business. Do you know? Because many small businesses, including small law firms, don't have a true CFO, someone who doesn't just do your taxes, but who helps you understand your business, your bottom line, and your future.  Danielle Hendon is the founder and CEO of 4 Corners CFO, bringing the benefit of “big business” financial analysis to entrepreneurs and business owners at a cost they can afford. She and her firm are “fractional CFOs,” providing the analysis and planning you need to stabilize your business, develop consistent revenue models, and grow with a goal in mind.  Hendon helps businesses, like yours, evaluate where they are, how things are doing, what your “real profit” is, and how to set and move toward goals.  Allocating overhead, hiring, understanding gross and net profit, and growing with purpose is all doable. Hear about “bottom-up budgeting,” understanding cash flow forecasts and how a CFO, even a part time CFO, can help spot red flags and build the pillars that will lift your business.  Mentioned in This Episode: 4 Corners CFO Join the next Community Table live. What's on your mind?

How are you doing? Not you, personally, your business. Do you know? Because many small businesses, including small law firms, don't have a true CFO, someone who doesn't just do your taxes, but who helps you understand your business, your bottom line, and your future.  Danielle Hendon is the founder and CEO of 4 Corners CFO, bringing the benefit of “big business” financial analysis to entrepreneurs and business owners at a cost they can afford. She and her firm are “fractional CFOs,” providing the analysis and planning you need to stabilize your business, develop consistent revenue models, and grow with a goal in mind.  Hendon helps businesses, like yours, evaluate where they are, how things are doing, what your “real profit” is, and how to set and move toward goals.  Allocating overhead, hiring, understanding gross and net profit, and growing with purpose is all doable. Hear about “bottom-up budgeting,” understanding cash flow forecasts and how a CFO, even a part time CFO, can help spot red flags and build the pillars that will lift your business.  Mentioned in This Episode: 4 Corners CFO Join the next Community Table live. What's on your mind?

In this episode, Chemene Phillips explains the differences between branding and marketing, especially for smaller vs. larger firms. We highlight the importance of budget allocation in making these strategies work. Plus, we share how new companies can effectively build their brand and why consistent branding is key to tackling challenges like talent turnover and keeping customer loyalty strong. Chemene Phillips, President: In 2002, Chemene had a vision to help companies build their brand story through the right combination of long-term business strategy, applicable technology and effective design techniques. Assembling a team in various marketing specialties to create a full-service branding firm she launched BRIXBranding (formerly Digital Arts Designs). Chemene and her team specialize in helping businesses achieve growth initiatives through effective strategies and cross platform communication methods. Her “no-nonsense” approach and passion for achieving results, helps companies increase brand awareness, engagement and talent attraction. The BRIX team works closely with their clients nationwide to deliver effective solutions that position them to win in the marketplace. Through identification of long-term business objectives and developing techniques to help clients set themselves apart from their competition, they have successfully helped professional service firms and A/E/C companies grow their brand, double their profits, attract the right prospects, and stay top of mind with their audience. The end result is effective solutions that produce long term results and sustainable company growth. Links: https://www.brixbranding.com/ https://www.linkedin.com/in/chemenephillips/ https://www.linkedin.com/company/brixbranding/

Episode 217 FACULTY: Chayton Farlee CLASS: #TheGuide Join us in this enlightening episode where young accounting professional Chayton Farlee shares his journey of discovering the vibrant side of accounting beyond the classroom. Tune in to hear his insightful conversation on breaking free from the traditional 'Big Four' mindset, the importance of real-world experience, and his passion for making accounting both fun and impactful.

01 Jul 2024. We speak to energy expert Matt Stanley about what's behind our falling fuel price - and how long it could continue. And as fines kick in for small firms that miss Emiratisation targets we speak to Mohammad Zamani, Partner - Audit, Head of Emiratization, KPMG Lower Gulf about the drive and tips on hiring Emirati talent. Plus, summer-nomics continues - we look at the business of tents as hotels and restaurants put the sunshades up.See omnystudio.com/listener for privacy information.

Topics include:  DC environment and profession analysis  The latest technical updates  Strategies to accelerate small firm growth  National Pipeline Advisory Group (NPAG) report     Speakers:   Michael Cerami, EVP, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA  Lindsay Stevenson, Chief Transformation Officer, BPM  Brian Davis, President & CEO, One Stop CPA 

Dan Kelly, President of the Canadian Federation of Independent Business, discusses the impact of the capital gains inclusion rate on small businesses. Check out this video interview. PRESS RELEASE Toronto, June 20, 2024 – Half of Canada's small business owners will be hit by the new 66.7% inclusion rate hike coming into effect on June 25, warns the Canadian Federation of Independent Business (CFIB). Despite government's claim that the rate would affect only a tiny share of the wealthiest Canadians, over half (55%) of small business owners say it will affect the eventual sale of their business, 45% say it will affect the investments they hold privately, and 41% say it will affect investments held within their incorporated businesses. “Even the federal budget admits that 307,000 Canadian corporations had net capital gains in 2022 alone. Like individual Canadians, companies often record capital gains as a one time or occasional event, not every year. The impact of the hike in the inclusion rate needs to be measured over the long term, not just in any one given year,” said Dan Kelly, CFIB president. While the federal government has proposed a welcome increase in the Lifetime Capital Gains Exemption, this will not help business owners who sell the assets, rather than the shares, of their company. In addition, business owners who hold investments within their corporations for the owner's retirement or for reinvestment in the company will be hit by the 66.7% inclusion rate on any capital gain as corporations are ineligible for the $250,000 annual allowance at the 50% level. “With details of the changes in the inclusion rate only coming out in last week's Ways and Means Motion, business owners were only given two weeks to make informed decisions, leaving virtually no time to change gears. And details of the proposed Canadian Entrepreneurs' Incentive have yet to be published, leaving entrepreneurs largely in the dark on this potentially beneficial change,” Kelly added. CFIB continues to push the government to: 1.    Scrap the planned increase in the general inclusion rate to 66.7%. If government is unwilling to abandon this plan, it should: Grandfather all existing capital gains using a V-Day (valuation day) as was done in 1971 Allow corporations to benefit from $250,000 each year at 50% inclusion like individuals Allow for 5-year income averaging to benefit from the $250,000 annual threshold for larger capital gains for irregular events, like selling a property 2.    Expand the new Canadian Entrepreneurs' Incentive to include all entrepreneurs: Include all sectors, including farmers and fishers selling assets Include non-founders to encourage people to invest in small firms Cut the 10-year implementation schedule in half Read CFIB's letter for a full list of recommendations on the proposed capital gains changes. Mario Toneguzzi Mario Toneguzzi is Managing Editor of Canada's Podcast. He has more than 40 years of experience as a daily newspaper writer, columnist, and editor. He was named in 2021 as one of the Top 10 Business Journalists in the World by PR News – the only Canadian to make the list. He was also named by RETHINK to its global list of Top Retail Experts 2024. About Us Canada's Podcast is the number one podcast in Canada for entrepreneurs and business owners. Established in 2016, the podcast network has interviewed over 600 Canadian entrepreneurs from coast-to-coast. With hosts in each province, entrepreneurs have a local and national format to tell their stories, talk about their journey and provide inspiration for anyone starting their entrepreneurial journey and well- established founders. The commitment to a grass roots approach has built a loyal audience on all our social channels and YouTube – 500,000+ lifetime YouTube views, 200,000 + audio downloads, 35,000 + average monthly social impressions, 10,000 + engaged social followers and 35,000 newsletter subscribers. Canada's Podcast is proud to provide a local, national and international presence for Canadian entrepreneurs to build their brand and tell their story

How To Sell Your Products and Services To Small Firm ArchitectsIn this episode, Mark chats with Keith Brooks, co-founder of Sloped and owner of kBrooks Design Studio. Keith shares his journey from architecture to carpentry, leading to the creation of Sloped, a platform connecting design firms with SketchUp and Layout professionals. They discuss the challenges small firms face in hiring freelancers and the importance of trust and relationship building.Keith highlights the transition from drafting to 3D modeling, the revolutionary potential of layout-ready modeling, and the need for architects to embrace new technologies. With a diverse background in architecture, carpentry, and design, Keith emphasizes that success lies in building strong relationships and continuously learning.Tune in to learn how to sell your products and services to small firm architects, leveraging insights on technology adoption, community engagement, and freelancing platforms like Sloped.This week at EntreArchitect Podcast, How To Sell Your Products and Services To Small Firm Architects with Keith Brooks.Connect with Keith online at Sloped.io, or follow him on LinkedIn and Instagram.Referenced in this EpisodeEA464: Keith Brooks – SketchUp ExpertsPlease visit Our Platform SponsorsGo to https://betterhelp.com/architect for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help. Thank you to our sponsor BetterHelp for supporting our community of small firm entrepreneur architects.ARCAT.com is much more than a product catalog, with CAD, BIM, and specifications created in collaboration with manufacturers. ARCAT.com also offers LEED data, continuing education resources, newsletters, and the Detailed podcast. Visit https://ARCAT.com to learn more.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.Mentioned in this episode:ArchIT

In today's episode, We're excited to welcome the founder and CEO of RizeUp Media Travis Hoechlin. As the head of RizeUp Media, Travis works with over 350 law firms across the country to handle their digital marketing needs. With a passion for helping attorneys maximize their online efforts, Travis is ready to offer his expertise on topics like SEO, social media, and lead generation. We're excited to learn from his experience in legal marketing today. Travis discusses the importance of online presence and reviews to help potential clients find you. He emphasizes becoming a thought leader by offering advice on social media. Travis also stresses the importance of humanizing yourself to build trust. While ethical guidelines can limit marketing, Travis believes attorneys can still connect with clients online.  RizeUp Media helps firms with websites, SEO, and lead generation so attorneys can focus on practicing law. Travis shares how answering calls promptly is crucial for converting leads. Overall, this discussion offers practical tips for solo practitioners and small firms to boost their online profiles and connect with clients in their industries. Things we discussed in this episode: The importance of social media in humanizing lawyers and building familiarity with potential clients. Challenges of marketing and sales in the legal industry due to ethical concerns. Services RizeUp Media provides to law firms like website creation, SEO, social media management, and PPC campaigns. Ensuring attorneys answer phone calls promptly to convert leads. Offloading time-consuming digital marketing tasks to agencies. Mixed opinions on AI's current effectiveness for content creation in the legal field. Using social media for exposure and keeping law firms top of mind. Advising against bragging on social media and focusing on problem-solving instead. Recommendation to position oneself as a thought leader by providing industry advice. Importance of staying top of mind with past clients through regular social media posting. Get in touch with Travis: Website - https://www.rizeupmedia.com/ Facebook - https://www.facebook.com/rizeupmedia Instagram - https://www.instagram.com/rizeupmedia/ #realestatepodcast #realestate #realestateinvesting #realestateinvestor #realestatelaw #realestateagent #LegalMarketing #LawFirmMarketing #SocialMediaMarketing #OnlinePresence #ThoughtLeadership #LeadGeneration #ConvertingLeads #SmallBusinessLawyers #SoloPractitioners #FocusOnPracticingLaw Follow Us! Join Jason Muth of Prideaway Stays and Straightforward Short-Term Rentals and Real Estate Attorney / Broker Rory Gill for another episode of The Real Estate Law Podcast! Following and subscribing to The Real Estate Law Podcast not only ensures that you'll get instant updates whenever we release a new episode, but it also helps us reach more people who could benefit from the valuable content that we provide. The Real Estate Law Podcast Website and on Instagram and YouTube Prideaway Stays Website and on Facebook and LinkedIn Straightforward Short-Term Rentals Website and on Instagram Attorney Rory Gill on LinkedIn Jason Muth on LinkedIn This podcast and these show notes are not legal advice, but we hope you find both entertaining and informative. Hospitality.FM The Real Estate Law Podcast is part of Hospitality.FM, a podcast network dedicated to bringing the best hospitality-focused podcasts to those in and around the industry, from Food + Beverage, Guest Experience, Diversity & Inclusion, Tech, Operations, Hotels, Vacation Rentals, Real Estate Law, and so much more!

Last week, I shared the background every business owner needs to understand to get the best ROI from their marketing…I shared:Exactly what I mean by the term -  marketing – because marketing isn't just social mediaHow to measure your smart marketingThat smart and strategic marketing that converts begins with understanding the customer journeySo today – I want to dive deep into the 3 biggest marketing mistakes SBO make and how to fix them so you can build a rinse and repeat marketing strategy.DOWNLOAD: https://dianalidstone.com/ceo-weekly-meeting-checklist/ACTION PLAN:Be clear with your marketing messageBe consistent with your marketing methodBe sure you are following the rinse & repeat 5-step customer journey.CTA – Now that you know where the gaps are in your marketing, Book your Marketing Roadmap VIP Strategy Day (here)ABOUT ME:I'm a best-selling author, award-winning speaker and podcast host. After almost 40 years as an entrepreneur, I'm best known for my straight-talk, no BS and the simple business and marketing strategies that bring my clients more joy, profit and freedom.  This podcast offers tips and strategies for small business owners who are tired of working too hard for too little profit, and having little or no free time.Connect with me here:diana@dianalidstone.comwww.dianalidstone.comhttps://www.facebook.com/diana.lidstonehttps://www.linkedin.com/in/hiredianalidstone/MOST POPULAR 2023 EPISODES:Ep. 61 – What do an 11-year old entrepreneur, cookies & Tesla have in common? (here)Ep. 112 – How to plan your week effectively like a small business CEO (here)Ep. 71 – 99% of Small Firms don't do this! (here)Ep. 111 – Grow & Run your business effectively like a CEO (here)Ep. 99 – Elevate your brand & grow your online presence: 5 Actionable Marketing Strategies with Genevieve Rochon (here)Share your feedback with me by clicking here and leaving a short voice message!

Early in my entrepreneurial career, I found it frustrating that all the marketing I was doing wasn't bringing me the ideal clients I wanted.  Early in my career, I thought that if I just did more marketing – that would be the answer.  I soon learned that there was more to marketing than posting 5x a day on social media.In this episode, I'll share:Exactly what I mean by the term – marketing – because marketing isn't just social mediaHow to measure your smart marketingUnderstand that smart and strategic marketing that converts begins with understanding the customer journeyDOWNLOAD: 30+ Effective Strategies to Help Your Small Business Drive LeadsACTION PLAN: Deeply understand your ideal client (market)Have clarity around your marketing message (message)Be consistent with your method of getting out your messageCTA – Now that you know where the gaps are in your marketing, Book your Marketing Roadmap VIP Strategy Day (here) ABOUT ME:I'm a best-selling author, award-winning speaker and podcast host. After almost 40 years as an entrepreneur, I'm best known for my straight-talk, no BS and the simple business and marketing strategies that bring my clients more joy, profit and freedom.  This podcast offers tips and strategies for small business owners who are tired of working too hard for too little profit, and having little or no free time.Connect with me here:diana@dianalidstone.comwww.dianalidstone.comhttps://www.facebook.com/diana.lidstonehttps://www.linkedin.com/in/hiredianalidstone/MOST POPULAR 2023 EPISODES:Ep. 61 – What do an 11-year old entrepreneur, cookies & Tesla have in common? (here)Ep. 112 – How to plan your week effectively like a small business CEO (here)Ep. 71 – 99% of Small Firms don't do this! (here)Ep. 111 – Grow & Run your business effectively like a CEO (here)Ep. 99 – Elevate your brand & grow your online presence: 5 Actionable Marketing Strategies with Genevieve Rochon (here)Share your feedback with me by clicking here and leaving a short voice message!

A fourth-generation Californian, Nathan Turner's style is seeped in the culture and aesthetics of the Golden State. After college he opened a shop in Los Angeles that quickly became a designer favorite—but a role on the hit reality show Million Dollar Decorators rocket-powered his own design career. Now Turner is launching his own fabric line and considering a return to retail. On this episode of the podcast he speaks with host Dennis Scully about the lessons he learned from Mario Buatta, how being on TV landed him clients in Asia, and why he doesn't think about holes in the market—but rather, what he has to offer.This episode is sponsored by The Shade Store and Hartmann&ForbesLINKSNathan TurnerDennis ScullyBusiness of Home

What happens when a business coach and a copywriter get together?  They have fun sharing about what makes content creation easier and more effective.Rachel Eubanks and I bonded on social media over the name of a book we both love – Obviously Awesome and this led to us talking about:What makes content writing/copywriting more effectiveWhy email is so importantWhy frequency and fun are keys to great content writingHow templates for writing are essentialHer 4 part newsletter templateACTION PLAN: How to improve your copywritingGet super clear on your ideal clientWrite your content to that ideal client (one person)Use everyday language in your copyUse templates where every possibleBe consistent with your blogs, emails, etc.Plan your content creationInsert your content creation into your overall marketing planNeed help planning?  https://dianalidstone.com/shop/quarterly-retreat/ABOUT RACHELRachel is a copywriter for creatives and e-commerce business owners and the founder of Inspire to Engage.She is also a mother, wife, daughter, podcast junkie, caffeine addict, left handed and a lover of old country music. (He Stopped Loving Her Today gets me every time)Connect with Rachel:Inspiretoengage.comFacebook here or hereLinkedIn hereABOUT ME:I'm a best-selling author, award-winning speaker and podcast host. After almost 40 years as an entrepreneur, I'm best known for my straight-talk, no BS and the simple business and marketing strategies that bring my clients more joy, profit and freedom.  This podcast offers tips and strategies for small business owners who are tired of working too hard for too little profit, and having little or no free time.Connect with me here:diana@dianalidstone.comwww.dianalidstone.comhttps://www.facebook.com/diana.lidstonehttps://www.linkedin.com/in/hiredianalidstone/MOST POPULAR 2023 EPISODES:Ep. 61 – What do an 11-year old entrepreneur, cookies & Tesla have in common? (here)Ep. 112 – How to plan your week effectively like a small business CEO (here)Ep. 71 – 99% of Small Firms don't do this! (here)Ep. 111 – Grow & Run your business effectively like a CEO (here)Ep. 99 – Elevate your brand & grow your online presence: 5 Actionable Marketing Strategies with Genevieve Rochon (here)Share your feedback with me by clicking here and leaving a short voice message!

In this episode with Cathy, you'll learn how to: · Grow your firm while maintaining your small, agile, and resourceful essence.· Utilize mentors to elevate and expand your consulting empire.· Cultivate a thriving referral system from your existing customer base.· Utilize an independent accreditation as your secret weapon for securing new clients.· Strategically remove yourself as the crux of operations.· Be bold enough to prioritize long-term triumphs over short-term gains, even when it's a tough pill to swallow. Book your complimentary growth session call {Link: https://www.consultingsuccess.com/coaching-for-consultants?utm_source=podcast&utm_medium=audio&utm_campaign=grow}Like-Minded Learning {Link: https://likeminded.co.nz/}Connect with Cathy on LinkedIn {Link: https://www.linkedin.com/in/cathygillespie/}Love the show? Subscribe, rate, review, and share! https://www.consultingsuccess.com/podcast

In today's episode of Fingerprints on Success, Bill Barrett interviews Dave Roth, the managing partner at RRBB. With over 35 years of experience in accounting, auditing, and tax services, Dave shares his journey of building a small accounting firm into a large regional group serving clients worldwide. If you're eager to learn about scaling your business, this episode is a must-listen.During the show, Dave discusses the challenges and triumphs of his journey, highlighting the importance of staying true to principles and finding common ground with clients. He shares anecdotes from his early days, including lessons learned from his father's retail business in Newark and the significance of identifying the right clients.Dave reflects on scaling the firm, from starting as a three-year staff to becoming the CEO of a 75-member strong team. He emphasizes the value of having a vision, writing a business plan, and surrounding yourself with the right people. Dave's insights into managing client relationships, fostering a positive culture, and adapting to changes in the labor market provide valuable takeaways for entrepreneurs.Listeners will learn the significance of vision, effective communication, and building a strong team in achieving business success. Dave also emphasizes the importance of identifying the right clients and shares his experience in parting ways with clients who weren't the right fit.Tune in to discover the fingerprints on success in Dave Roth's journey and gain insights into building and growing a thriving business. Listen now and enjoy!What You'll Learn in this Show:The importance of vision and effective communication in scaling a business.Strategies for building and maintaining client relationships.Tips for creating a positive and collaborative work culture.Lessons learned from challenges in the labor market.The significance of identifying the right clients for long-term success.And so much more…Resources:Get connected with DaveGet connected with Bill

Your Business Journey as a Small Firm Architect From childhood dreams of becoming an architect to founding Shoegnome Architects, Jared Banks shares his evolution in the field. He discusses his transition from traditional architecture to consultancy, emphasizing the integration of technology into architectural practices. With insights on balancing multiple revenue streams, embracing different roles, and even venturing into development projects, Jared provides invaluable lessons for budding architects.But it's not all about business—Jared also shares personal anecdotes, from his love for heavy metal to cherished moments with his family. Through his experiences, he underscores the significance of mental health awareness and maintaining joy in your work.Join us on this insightful journey with Jared Banks, and discover the keys to success and fulfillment as a small firm architect.This week at EntreArchitect Podcast, Your Business Journey as a Small Firm Architect with Jared Banks.Learn more about Jared at Shoegnome, or follow him on Facebook, LinkedIn, Twitter, Youtube, and Instagram.Referenced in this EpisodeEA493: Jared Banks – Learning to BIM with ShoegnomeEA524: Jared Banks – Sharing a New Paradigm for the Profession of ArchitecturePlease visit Our Platform SponsorsGo to https://betterhelp.com/architect for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help. Thank you to our sponsor BetterHelp for supporting our community of small firm entrepreneur architects.ARCAT.com is much more than a product catalog, with CAD, BIM, and specifications created in collaboration with manufacturers. ARCAT.com also offers LEED data, continuing education resources, newsletters, and the Detailed podcast. Visit https://ARCAT.com to learn more.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.

Are you a small executive search firm striving to stand out among large competitors in the industry? Fear not, for opportunities abound for those who dare to innovate and differentiate. While larger firms may wield extensive resources and brand recognition, small firms possess agility, adaptability, and personalized services that can be leveraged as competitive advantages in the ever-evolving recruitment landscape.   I am excited to share this episode with special guest, Bob Kondal, a top-performing headhunter in Private Equity and Private Credit. This episode is packed with behind-the-scenes stories from twenty years of experience in recruitment that you don't want to miss!   Bob and I touched upon relevant topics such as winning clients as a small firm, storytelling in business, prepping for client meetings, MPC marketing, diversity, and how we achieves a 100% offer to job accepted ratio - that's right, zero turn-downs.  Episode Outline And Highlights [02:36] Rocky start – Bob's first recruiting job at Huxley Associates; how he progressed from being on the verge of quitting to becoming the top biller [08:42] Bob's journey from recruiting to equity trading to starting his own search firm  [10:50] Challenges and successes: Bob's milestones as a solo search firm owner [14:27] How to shift client's misconception that working with the bigger search firms will yield better results   [19:30] How to use superior performance metrics as a selling point [23:07] Storytelling in business: How to pitch against larger firms and win [30:01] Prepping for a client meeting [33:18] Memorizing teams: Bob shares why and how he memorized teams  [40:06] Execution: Bob's process that allows him to achieve zero job turn-downs [44:55] Opportunistic introduction: How often Bob uses MPC marketing to spark conversation with potential clients  [50:29] The trend toward Diversity in private equity and private capital recruitment [51:32] Discussion on “Thinking Fast and Slow”  [1:00:09] Investing in your copywriting skills and Bob's book recommendation  [1:01:34] Why Bob practices Brazilian Jiu-jitsu and how it applies to the world of recruitment   4 Ways to Stand Out From the Competition and Win New Business as a Small Firm   Bob goes to great lengths to stand out from the competition. He believes that so many recruiters are looking for a quick fee, with little regard for the long-term results, and do not spend enough time understanding candidates or the employer they are representing.    He describes 4 different strategies he uses to stand out and stay at the top of our game.   The power of storytelling:  Bob attributes their high interview acceptance rates and minimal drop-offs to the clarity of their approach. Instead of simply sending job listings, he advocates engaging candidates through a 30-45 minute discussion about their career.  Getting market research and execution right: You only need two things in search: research and execution to help you as an organization achieve zero turn-downs and maintain a competitive edge. This enhances attention to detail, which not only wins business but also cultivates stronger client relationships and satisfaction. Prepping for client meetings: One of Bob's key insights around client meetings is how extensively he prepares.  In addition, he runs the meeting quite differently to other recruiters, for example asking about their investment philosophy. Memorizing teams: Bob explains that the client, as a search headhunter, wants to know if you, as a recruiter, know their market inside out. During Covid, Bob set himself a challenge to memorize whole teams, including where they went to university, what they studied and what grade they achieved. Like me, you will admire Bob's refreshing, proactive, responsive, and highly professional approaches and how he delivers service to his clients.    Our Sponsor This podcast is proudly sponsored by i-intro    i-intro® is an end-to-end retained recruitment platform. Their technology and methodology allow recruiters to differentiate themselves from the competition, win more retained business, bigger fees, and increase their billings. Their software combined with world-class training enables you to transition from transactional, contingency recruiter to consultative, retained recruiter. Instead of being perceived as a “me too” vendor, you'll be positioned as a “me only” solutions provider. Be sure to mention Mark Whitby or The Resilient Recruiter. Book your free, no-obligation consultation here: https://recruitmentcoach.com/retained   Bob Kondal Bio and Contact Info  Bob has 25 years recruiting experience. He started his career with Huxley Associate in SThree. At the time Huxley were the most profitable company in SThree. Bob was the all-time top producer at Huxley in 2001. He's focused on Executive Search in Private Equity and Private Credit for the past 18 years and runs his own firm, Melrose Partners. He was also an equity investor in the City and was a regular commentator on CNBC. His peers from his previous employer are European and Global Heads at Heidrick & Struggles, Russell Reynolds, Spencer Stuart etc. Bob on LinkedIn Melrose Partners  website link   Connect with Mark Whitby Get your FREE 30-minute strategy call Mark on LinkedIn Mark on Twitter: @MarkWhitby Mark on Facebook Mark on Instagram: @RecruitmentCoach   Subscribe to The Resilient Recruiter   If you've been enjoying the podcast, please take two minutes to leave a review. Your review is greatly appreciated because it helps us attract a bigger audience and help more recruiters.

The R&D Tax Credit and other Tax Advantages for Small Firm ArchitectsJoin us as Stacy Deru, a seasoned business consultant from Engineered Tax Services, unravels the intricacies of tax advantages for small firm architects. Stacy delves into the R&D tax credit, sharing examples within architecture and stressing the importance of documentation. With over 20 years of experience, she discusses tax mitigation, estate planning, and strategic consulting, offering valuable insights for architects navigating the tax landscape.In this episode, Stacy encourages architects to think creatively, differentiating themselves by promoting additional services. Stacy also highlights energy incentives and financial opportunities architects can leverage to help clients save money. Don't miss this chance to elevate your financial strategy and gain a competitive edge.This week at EntreArchitect Podcast, The R&D Tax Credit and other Tax Advantages for Small Firm Architects with Stacy Deru.Connect with Stacy online at Engineered Tax Services, and find her on LinkedIn.Please visit Our Platform SponsorsGo to https://betterhelp.com/architect for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help. Thank you to our sponsor BetterHelp for supporting our community of small firm entrepreneur architects.ARCAT.com is much more than a product catalog, with CAD, BIM, and specifications created in collaboration with manufacturers. ARCAT.com also offers LEED data, continuing education resources, newsletters, and the Detailed podcast. Visit https://ARCAT.com to learn more.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.