Podcasts by Business Strategy for CPAs

Business Strategy for CPA's

Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!

Further podcasts by Geraldine Carter

Podcast on the topic Firmengründung

All episodes

Business Strategy for CPA's
274 Only 3 Problems from 2023-12-13T04:00


What if your accounting practice only had 3 problems?

It might suddenly feel simpler and easier to think about being able to address each one.

..
.

Your accounting pra...

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Business Strategy for CPA's
273 Work from Anywhere There’s WiFi from 2023-12-06T04:00

How to implement better guardrails and boundaries for your clients to nudge behavior in the direction you want it to go. 


If you’ve ever chased clients for documents or had them...

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Business Strategy for CPA's
272 More Free Time, More Confidence, with Melissa Downs, EA from 2023-11-29T04:00

If you’ve ever felt stressed to the max and near the end of your rope, this episode is for you. Less than six months ago, Down to 40 Hours Masterminder and repeat guest, Melissa Downs was maxed ...

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Business Strategy for CPA's
271 When Work Gets Easy with Randy Larkin, CPA from 2023-11-22T04:00

If you’re wondering just how much you can implement in a short time in Down to 40 Hours CPA Mastermind, listen in to hear what Randy Larkin, CPA has to say. 

He’s been in Mastermind for ba...

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Business Strategy for CPA's
270 How long does it take for a CPA to niche? from 2023-11-15T04:00

THIS WEEK’S EPISODE

How long it takes to niche, what that timeline looks like, and what to expect along the way. 


The more the CPA has a sense of what the...

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Business Strategy for CPA's
269 Four Niche Sirens for CPAs to Avoid from 2023-11-08T04:00

Four niche sirens whose messages you want to be on the lookout for, so you can be sure to steer clear and save yourself time, headache, and “nerve-wracking” on your niche journey. 


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Business Strategy for CPA's
268 How to Start Niching When Your Clients are All Over the Map from 2023-11-01T04:00

How to get started niching when you’re all over the map, so that you can break out of the cycle of being all-things-to-all people, working weekends, and doing work you can’t stand. 


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Business Strategy for CPA's
267 How CPAs Can Use a Waitlist to Manage Capacity from 2023-10-25T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
266 Client Transformation Without Woo from 2023-10-18T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
265 How to Uncover Value Using the Why Questions from 2023-10-11T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
264 Hourly Mindset vs End Result Mindset from 2023-10-04T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
263 Navigating Pricing and Niche Challenges with Jackie Meyer, CPA from 2023-09-27T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
262 How CPAs Can Build a Product Ladder from 2023-09-20T04:00

Hey CPA firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
261 The Gift of Difficult Clients from 2023-09-13T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
260 The Value of Niching from 2023-09-06T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
259 Permission to Stop Being Superhuman with Michael Berry, CPA from 2023-08-23T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
258 Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EA from 2023-08-18T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
257 6 Ways to Get Your Time Back from 2023-08-16T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
256 Overcoming Price Increase Resistance from 2023-08-09T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
255 Burnout Recovery with Randy Crabtree, CPA from 2023-08-02T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
254 Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA from 2023-07-26T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
253 When you need to explore, with Rebecca Driscoll, CPA from 2023-07-19T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
252 How Accountants Can Use ChatGPT with Jason Staats, CPA from 2023-07-12T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
251 Digital Products: Sell Your Expertise, Not You Working from 2023-07-05T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
250 Productized Services: Sell Your Expertise, Not You Working from 2023-06-28T04:00

Hey CPA Firm owner, glad you found the podcast. 


If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don...

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Business Strategy for CPA's
249 Extraordinary Results Through 1:Many with Laura Dixon from 2023-06-21T04:00

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...

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Business Strategy for CPA's
248 What Works for CPA Firms with Donny Shimamoto, CPA from 2023-06-14T04:00

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Tak...

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Business Strategy for CPA's
247 Effective Marketing for Accounting Firms with Matt Banker from 2023-06-07T04:00

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For a lot o...

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Business Strategy for CPA's
246 How to Improve Sale Multiples with Brannon Poe from 2023-05-31T04:00

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How can CPA...

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Business Strategy for CPA's
245 Niching into Female-Owned Law Firms with Julie Powell, CPA from 2023-05-23T22:00

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Many CPAs a...

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Business Strategy for CPA's
244 Get More from Technology with Joe Woodard from 2023-05-17T02:00

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For many ...

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Business Strategy for CPA's
243 15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA from 2023-05-10T02:00

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Niching i...

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Business Strategy for CPA's
241 How to Get Down to 25 Hours from 2023-04-26T02:00

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The hust...

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Business Strategy for CPA's
240 Offer One-Time Intensives with Sheila Hansen, CPA from 2023-04-19T02:00

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Acquirin...

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Business Strategy for CPA's
239 Finding Your Niche with Matt Chiappetta, CPA from 2023-04-18T02:00

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Starting...

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Business Strategy for CPA's
238 Getting Control of Your CPA Firm with Laurie Rauk from 2023-04-17T02:00

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It's not...

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Business Strategy for CPA's
237 40 Hours Fiction from 2023-04-12T02:00

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The need...

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Business Strategy for CPA's
236 Why CPAs Get Stuck&How to Fix It from 2023-04-05T02:00

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When you...

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Business Strategy for CPA's
235 Advanced Decisions from 2023-03-29T02:00

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I've been...

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Business Strategy for CPA's
234 Time's Up! with Ron Baker: Subscription Business Model for CPA Firms, Part 2 from 2023-03-22T02:00

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How can ...

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Business Strategy for CPA's
233 Time's Up! with Ron Baker: Subscription Business Model for CPA Firms, Part 1 from 2023-03-15T10:00

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How can ...

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Business Strategy for CPA's
232 *You Can* Master Your Time and Calendar, with Dawn Goldberg from 2023-03-08T02:00

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...

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Business Strategy for CPA's
231 Seven Stages of Change from 2023-03-01T03:00

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Lots of ...

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Business Strategy for CPA's
230 How To Have A Stress-Free Tax Season, with Dawn Goldberg, CPA from 2023-02-22T02:00

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...

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Business Strategy for CPA's
229 Get Paid in Full Up Front for Tax Returns from 2023-02-15T02:00

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...

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Business Strategy for CPA's
228 Selling Ingredients from 2023-02-08T02:00

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...

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Business Strategy for CPA's
227 The Problem You Solve from 2023-02-01T02:00

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...

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Business Strategy for CPA's
226 Why We Work Too Much from 2023-01-25T02:00

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Falling into t...

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Business Strategy for CPA's
225 Selling Summit CPA for Multiples with Jody Grunden from 2023-01-18T02:00

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Many ...

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Business Strategy for CPA's
224 Time Creation: 7 Ways to Get Hours Back in Your Accounting Firm from 2023-01-11T02:00

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You can create...

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Business Strategy for CPA's
223 Time + Work ≠ Money: Value Creation for CPAs from 2023-01-04T02:00

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...

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Business Strategy for CPA's
222 Holiday Accounting Humor with Hazel and Remy from 2022-12-28T02:00

Happy holidays!

Enjoy the annual tradition of accounting humor, hosted by Geraldine’s two kids, Hazel and Remy.

This year: Top Ten 10 Signs of a Bad Accountant.

Wishing you ...

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Business Strategy for CPA's
221 12 Reasons to Niche Your Accounting Practice from 2022-12-21T02:00

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...

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Business Strategy for CPA's
220 Effortless Value: Price for Access, not Work from 2022-12-14T02:00

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...

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Business Strategy for CPA's
219 Automation as Business Strategy with Jason Staats from 2022-12-07T02:00

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...

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Business Strategy for CPA's
218 Mindset Coaching for More Powerful Results with Emma Richter from 2022-11-30T02:00

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Business Strategy for CPA's
217 Get Down to 40 Hours with CPA Mastermind from 2022-11-23T02:00

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...

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Business Strategy for CPA's
216 Inside CPA Mastermind, with Sheila Hansen from 2022-11-16T02:00

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Business Strategy for CPA's
215 How to Disengage Clients to Strengthen Your Accounting Firm from 2022-11-09T02:00

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...

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Business Strategy for CPA's
214 Communicate Your Value More Effectively with Six Elements from 2022-11-02T02:00

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...

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Business Strategy for CPA's
213 Coaching Confidential: Where One Multi-Six Figure Coach Invests Her Cash from 2022-10-26T02:00

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...

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Business Strategy for CPA's
212 Hold My Beer and Watch Me Niche, with Josh Lance, CPA from 2022-10-19T02:00

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Business Strategy for CPA's
211 Pricing for Improved Profitability from 2022-10-12T02:00

Do you wonder how to price accounting services? Stop wondering, stop pricing accounting services, and start pricing for value you create. When you front-load your services with value, you have m...

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Business Strategy for CPA's
210 Selling Experience and Transformation Instead of Services and Deliverables from 2022-10-05T02:00

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Business Strategy for CPA's
209 How to Communicate Value More Simply and Effectively from 2022-09-28T02:00

Do you wish you could communicate your value more effectively?

Today I cover how to communicate value in more simple terms and more effectively so that your buyers and clients have a bett...

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Business Strategy for CPA's
208 Minting New Niches for CPAs: Inside the CHIPS and IRA Bills from 2022-09-21T02:00

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Business Strategy for CPA's
207 The Flat-Rate Pricing Debate: Cost Plus or Value Minus? from 2022-09-14T02:00

Making better use of pricing tools is among the longest levers you have in your business to change your profitability, fast. Some say that Flat Rate Pricing is Cost Plus and not to use it, but I...

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Business Strategy for CPA's
206 Breaking Away from the Mainstream Medical Model with Dr. Lewis Weiner from 2022-09-07T02:00

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Business Strategy for CPA's
205 Create High-Paying Clients: a 5-Step Process for CPAs from 2022-08-31T02:00

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Business Strategy for CPA's
204 130% Revenue Increase While Working Less with Paige Gott from 2022-08-24T02:00

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Business Strategy for CPA's
203 Killer Niche: Farm + Ag CPA with Catherine Ozment from 2022-08-17T02:00

Many of you know how difficult and time-consuming it can be to run a tax shop. It's all too easy to get buried under a mountain of tax, underprice services, and be in what feels like a near-stea...

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Business Strategy for CPA's
202 Selling Value to Create Better Clients at Higher Prices with Mark Stiving from 2022-08-10T02:00

Many CPAs struggle with pricing. Some have moved to flat rate or subscription pricing, and some still bill by the hour. For CPAs who are used to getting compensated for time and effort, it can b...

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Business Strategy for CPA's
201 Effortless Value from 2022-08-03T02:00

There is vestigial thinking in the accounting space that value comes from working. “If I worked hard on a thing, then you should pay me money for it.” But that's not how money works: people don'...

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Business Strategy for CPA's
200 Make Podcasting Great for Your Accounting Firm from 2022-07-27T02:00

On why and how podcasting can be great for your business.

It has been the core of my business for four years and my business wouldn't be where it is without a podcast.

I share this...

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Business Strategy for CPA's
199 Selling Cloud-based vs Traditional CPA Firms with Brannon Poe from 2022-07-20T02:00

A lot of CPAs have had enough, and are looking to sell off parts or all of their business. They have options when it comes to selling. And the farther ahead they plan, the better deal they’ll cr...

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Business Strategy for CPA's
198 Killer Intel for CPAs on the Real Estate Investor Niche with Tom Wheelwright from 2022-07-13T02:00

For many CPAs, it feels risky to pick a cross-section of the tax-code, and burrow in. The fear is around losing clients, having to turn people away, and what if there’s a recession?

Conse...

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Business Strategy for CPA's
197 Listening Tour: How CPAs Can Create More Value with Less Effort from 2022-07-06T02:00

Many CPAs work super long hours and go for periods of time where their head is down, getting the work done. But when your head is down and you’re busy, how do you take the time to find out what ...

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Business Strategy for CPA's
196 CPA Mastermind: Create More Profit with Less Effort from 2022-06-29T02:00

There are a number of mindset, structure, and mechanical components that are not working well for CPAs and accountants.

Many are working long hours and are underpricing. And they continue...

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Business Strategy for CPA's
195 How to Position Your CPA Firm to Stop Getting Overlooked in the Marketplace from 2022-06-22T02:00

What I have for you today is the audio from a webinar I hosted on Crowdcast on how positioning can help you in your business.

Focusing on your niche or position can be really challenging....

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Business Strategy for CPA's
194 Low-Priced Thoughts from 2022-06-15T02:00

In episode 193, I introduced a tool called The Model, which you...

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Business Strategy for CPA's
193 Create the Exact Business You Want: Introducing The Model from 2022-06-08T02:00

Today I want to introduce you to something called The Model.

It’s a model for understanding and making sense of your thoughts, feelings, actions, and results. 

And it is created by...

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Business Strategy for CPA's
192 Free Time and 7 Figures Net Revenue with John Lee Dumas from 2022-06-01T02:00

When you run a business, getting a handle on your time can be a challenge. 

Keeping your time and your tasks organized, is one way to get more big things done. 

Here today to talk ...

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Business Strategy for CPA's
191 Pricing Mindset: A CPA’s Most Effective Multi-Tool for Profit, with Janene Liston from 2022-05-25T02:00

Most CPAs struggle with pricing. After all, it’s not a topic that’s commonly taught. Even less frequently discussed is pricing mindset - in short, how to think about pricing. If you don’t think ...

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Business Strategy for CPA's
189 How CPAs Can More Effectively Lead Their Teams from 2022-05-11T02:00

When you set out to pursue your CPA, being an amazing manager of people was probably not in your crosshairs. 

Yet, as your firm grows, the need to become an effective manager of people be...

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Business Strategy for CPA's
188 Stop Overcomplicating, Start Simplifying from 2022-05-04T02:00

Sometimes we overcomplicate our offerings and our services for buyers because: 1. we think it's actually complicated or 2. we want it to sound fancy, or 3. we want the buyer to believe that they...

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Business Strategy for CPA's
187 What to Do When You’re Stuck-in-Indecision from 2022-04-27T02:00

One place that is all too easy to get stuck as a business owner, is in the land of indecision. 

As a business owner, I know you know just how many decisions there are to make.  Listen

Business Strategy for CPA's
186 A Simple Formula for Writing Copy, to Sell Your Accounting Services More Effectively from 2022-04-20T02:00

Knowing what to say on your website so that prospects quickly understand that you are (or are not) the right accountant for them can be difficult. 

Here is a simple structure for writing ...

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Business Strategy for CPA's
185 How to Stop Procrastinating, Self-distracting, and Avoiding Work from 2022-04-13T08:00

I want to round out this 3-part series on TIME with one more episode on unproductive actions we sometimes take that cost us time.

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Business Strategy for CPA's
Special Message for BSforCPAs Listeners from 2022-04-07T08:00

Are you a CPA who needs a clear plan to work less without giving up revenue? 


...

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Business Strategy for CPA's
184 How to Stop Feeling Overwhelmed and Pressured by Time from 2022-04-06T08:00

I want to talk with you today about TIME, because it’s tax season, and if ever there was a time of the year that felt crunched, now is likely it. 

<...

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Business Strategy for CPA's
183 From Billing Hourly to Up-Front Pricing of Legal Work from 2022-03-30T08:00

Shifting off hourly billing can seem like a daunting task, but if done well, it doesn’t need to be that hard. It does require going against the grain. 

...

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Business Strategy for CPA's
182 Time-Freedom and Productized Services with Paul Klein from 2022-03-23T08:00

Many service providers, including CPAs, start out as generalists who take on every client who needs their services. With a broad focus and no perceived expertise,...

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Business Strategy for CPA's
181 Simplifying Your Expertise with The Sketch Guy, Carl Richards from 2022-03-16T08:00

Some business owners have yet to learn concepts about accounting and tax that would be useful to them in their businesses. 

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Business Strategy for CPA's
180 How CPAs Can Create More Time During Busy Season from 2022-03-09T09:00

I want to talk with you today about how you relate to time. It's tax season, and if ever there was a time of the year that felt crunched, now is likely it.  Listen

Business Strategy for CPA's
179 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall from 2022-03-02T09:00

Many CPAs serve a general population of people, doing accounting for anyone with a business, and taxes for anyone who needs a return. 

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Business Strategy for CPA's
178 Killer Niches for CPAs with Tom Wheelright from 2022-02-23T09:00:38

For many CPAs, it feels risky to pick a cross-section of the tax code and burrow in. The fear is around losing clients, having to turn people away, and what if th...

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Business Strategy for CPA's
177 How Money, Automation, and Software Change Tax with Jody Padar from 2022-02-16T09:01

With so much change happening so quickly when it comes to automation in the tech space, it can be hard to keep up. 

...

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Business Strategy for CPA's
176 Behind the Scenes: What Business Owners Want from CPAs with Shelli Warren from 2022-02-09T09:00:54

Many business owners struggle with their financials, especially early on in their businesses when they can lack a basic understanding of financials and can not ha...

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Business Strategy for CPA's
175 Paid Strategy Sessions and Half-Day Workshops with Erica Goode, CPA from 2022-02-02T07:22:32

The idea of narrowing in on your target market is anathema to many CPAs. The temptation to be available to anyone who needs tax and accounting is strong. <...

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Business Strategy for CPA's
174 More Confidence, Time,&Wealth When You Niche with SaraEllen Hutchison from 2022-01-26T09:00:58

Many CPAs serve a general population of people, doing accounting for anyone with a business, and taxes for anyone who needs a return. 

Listen

Business Strategy for CPA's
173 Should CPAs Put Prices on Their Website? from 2022-01-19T09:00:58

If your aim is to work less and make more, there are many benefits to putting some Listen

Business Strategy for CPA's
172 Subscription Pricing Strategies with Mark Stiving from 2022-01-12T09:04:25

Many CPAs struggle with pricing. Some have moved to flat rate or subscription pricing, and many still work by the hour. Subscription of course is a hot topic. But fo...

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Business Strategy for CPA's
171 How to Stop People Pleasing with Sara Bybee Fisk from 2022-01-05T09:00:41

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Business Strategy for CPA's
170 Year-End Accountant Jokes from Hazel and Remy from 2021-12-29T09:00:15

My two kids commandeered the mic to test out their stand-up routine of jokes for an accountant audience. Enjoy!



Want to...

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Business Strategy for CPA's
169 Five Key Business Books for CPAs from 2021 from 2021-12-22T09:00

Today I have the five books that I most often recommend to my clients, because I want you to be able to benefit from the excellent writing that’s out there, that ...

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Business Strategy for CPA's
168 Subscription: Create a More Valuable Business with John Warrillow from 2021-12-15T09:00:23

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Business Strategy for CPA's
167 Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau from 2021-12-08T09:00:23

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Business Strategy for CPA's
166 How CPAs Can Build and Monetize Authority with Rochelle Moulton from 2021-12-01T09:00:16

Most CPAs work super long hours for the revenue they bring in. Automation is upending the profession in profound ways. And the race for optimized efficiency is on. <...

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Business Strategy for CPA's
165 From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA from 2021-11-24T09:00

Today’s guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients clean up their messy books and unde...

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Business Strategy for CPA's
164 Could Your Clients be Ready for Family Office Services? With Anthony Glomski from 2021-11-17T09:00:49

With countless new millionaires being minted every year, and the stock market posting consistent gains, there are plenty of folks who need more support managing t...

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Business Strategy for CPA's
163 How CPA Firms can Hire Well During Covid-times with Mark Goldman from 2021-11-10T09:01:04

Finding good staff to work for you is always a challenge, but that has gotten even harder in COVID times. 

Demand fo...

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Business Strategy for CPA's
162 How to Sell a CPA Firm for Optimal Price with Brannon Poe from 2021-11-03T08:00:27

Even though you might not have selling your firm on your mind, building it AS IF you were going to sell it, even if you’re not, is a good business strategy, and w...

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Business Strategy for CPA's
161 Have the Confidence to Pivot and Create Bigger Things as a CPA with Kara Gaisie from 2021-10-27T08:00:54

Today we are talking about how to create a different future for yourself, even if you believe strongly in reality. 

Here to...

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Business Strategy for CPA's
160 How to Price CPA Advisory Services from 2021-10-20T08:00:51

Want to attend Ten Essentials to Work Less as a CPA?

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Business Strategy for CPA's
BONUS: Free Training Series - Work Less Without Losing Revenue from 2021-10-13T08:10

Link for FREE training series:

SheThinksBig...

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Business Strategy for CPA's
159 How to Package CPA Advisory Services from 2021-10-13T08:00:07

Want to attend Seven Essentials to Work Less as a CPA?

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Business Strategy for CPA's
158 How CPAs Can Write Better Proposals without Having to Be Good Writers from 2021-10-06T08:00

CPAs put all this time and effort into writing a good proposal. They package it up, send it off and it just goes into the abyss. Never to hear from the prospect a...

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Business Strategy for CPA's
157 Altitudes of Involvement for CPAs with Jonathan Stark from 2021-09-29T08:00:12

This week we welcome back Jonathan Stark, a former software developer who is on a mission to rid the world...

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Business Strategy for CPA's
156 Get Different, Get Noticed: Better Marketing for CPAs with Mike Michalowicz from 2021-09-22T08:00:21

Many CPAs are frustrated because they feel invisible in a crowded marketplace. They know they are better than their competitors, but when they focus on that fact,...

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Business Strategy for CPA's
155 BONUS - Pricing in a Nutshell, for CPAs from 2021-09-15T20:25:39

JOIN or WATCH REPLAY – Pricing in a Nutshell

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Business Strategy for CPA's
155 CFO Meetings: Go Beyond Dashboards and KPIs with Mark Gandy from 2021-09-15T08:00:47

As more and more CPAs make the shift to Advisory services, one question that comes up is how do I run meetings, what’s the agenda, what am I showing my clients, w...

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Business Strategy for CPA's
154 Help Your Advisory Clients See the Power in their Data with Fathom from 2021-09-08T08:01:52

For business owners to make more money, it helps if they can make better informed decisions. 

And though a P/L and B...

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Business Strategy for CPA's
153 A Formula for Quantifying Value with Mark Stiving, PhD from 2021-09-01T08:00

Accountants have a hard time getting their head around assigning a price to squishy stuff like peace of mind, quick response time, and ease of access. While they ...

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Business Strategy for CPA's
152 How to Build $250K in CPA Advisory Services in 4 Months from 2021-08-25T08:00:22

Many of you are familiar with the overwhelm that comes with a mountain of tax work. It is so easy to get bogged down with the countless details and its never endi...

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Business Strategy for CPA's
151 Design and Create Pricing Strategies from a Value Standpoint Part 2, with Jose Mirabal from 2021-08-18T08:00

Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour.

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Business Strategy for CPA's
150 Design and Create Pricing Strategies from a Value Standpoint Part 1, with Jose Mirabal from 2021-08-11T08:00

Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour.

Listen

Business Strategy for CPA's
149 How to Leverage Accounting Automation with Ryan Lazanis from 2021-08-04T08:00:52

There is endless conversation about technology, software, and automation disrupting the accounting space. 

Do you fe...

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Business Strategy for CPA's
148 5 Productivity Apps to Save You Hours from 2021-07-28T08:00:32

Here are 5 apps, extensions, and plugins that can make your life easier. 

 

  1. Listen
Business Strategy for CPA's
147 Subscription Business Model: Build Greater Wealth in Your CPA Firm with Ron Baker from 2021-07-21T08:00

Subscription pricing is all the rage right now. 

Most CPAs are stuck when it comes to pricing - some have moved to f...

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Business Strategy for CPA's
146 Results-Driven Design with Ben Manley from 2021-07-14T08:00

There’s an industry-wide gravitational force toward regular hour-long meetings. 

Somewhere along the way it was deci...

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Business Strategy for CPA's
145 Pricing Tools for CPAs, Made Simple from 2021-07-07T08:00

Want to find out how to get CPE for this episode?

Get on my Daily Email List for up-to-date information on all the courses I offer that qu...

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Business Strategy for CPA's
144 How to Raise Your Rates as a CPA from 2021-06-30T08:00

These questions often comes up: “How to I raise my rates?” and “How much should I charge?” and “How do I price this service?”

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Business Strategy for CPA's
143 How to Price Intangibles from 2021-06-23T08:00

Intangibles have value. And value is the precursor to price. 

If you’re not great at measuring so called intangibles...

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Business Strategy for CPA's
142 From Impossible to Exponential Growth: The CPA Mindset from 2021-06-16T08:00

Today I speak with Catherine Ozment, CPA, who I asked to return after last week’s episode. 

Last week on the podcast...

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Business Strategy for CPA's
141 One Year: From Tax Factory to vCFO&Ag CPA with Catherine Ozment from 2021-06-09T08:00

Many of you know how difficult and time consuming it can be to run a tax factory:

It’s all too easy to get buried un...

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Business Strategy for CPA's
140 BS CPA LINGO BINGO from 2021-06-02T08:00

Today we’re playing BS CPA LINGO BINGO. 

 

Lingo in the accounting space that makes some of us kind of crazy....

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Business Strategy for CPA's
139 Drive Outcomes for Your Clients with Geni Whitehouse from 2021-05-26T08:00

Being a CPA is challenging, there’s no doubt.

When I reflect on CPAs’ challenges, and try to simplify the situation ...

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Business Strategy for CPA's
138 Fetch a High Multiple When You Sell Your CPA Firm with Allan Koltin from 2021-05-19T08:00

Waiting until you’re cooked to decide it’s time to sell your practice is a guaranteed way to fetch a low price for what you’ve spent a lifetime building. <...

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Business Strategy for CPA's
137 Rolling Forecasts: How to Explore Risk and Opportunity with Your Clients from 2021-05-12T08:00

Should you use rolling forecasts for your clients?

Do you hear all this talk of including forecasting for your cli...

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Business Strategy for CPA's
136 How CPAs Can Build a Sales Process That Can be Optimized, then Delegated from 2021-05-05T08:00

Would you just as soon rub your hand against the grain of a sheet of plywood than have a sales conversation? 

Avoidi...

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Business Strategy for CPA's
135 ERC: Clarifying 3 Common Areas of Ambiguity from 2021-04-28T08:00

There are loads of questions out there about Employee Retention Credit, and with all...

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Business Strategy for CPA's
134 5 Keys to Make Your Website Work for Your CPA Firm from 2021-04-21T08:00

****** BEFORE we JUMP IN ******

Do you want the free PDF resource created for this episode, as well as alllll the ot...

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Business Strategy for CPA's
133 Cybersecurity for CPA Firms from 2021-04-14T08:00

Do you ever wonder if your tech security is tight enough? Not sure if it’s your firewalls are like swiss cheese, or if you’re a sitting duck, just waiting for a s...

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Business Strategy for CPA's
132 Master Your Sales Conversations from 2021-04-07T08:00

Many CPAs avoid the topic of selling - they associate sales with the gross, pushy, slimy sales conversations they have had in the past, and believe that anything ...

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Business Strategy for CPA's
131 From CPA to CFO, with Thought-Leader Jack Sweeney from 2021-03-31T08:00

Today I speak with Jack Sweeney, host of the CFO Thought Leader Podcast where he has interviewed almost 700 CFOs about their roles. 

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Business Strategy for CPA's
130 CPA Burnout: How to Get Your Energy Back from 2021-03-24T08:00

Resilience for CPAs and Accountants

How many days do you feel like you’re running ragged, and jus...

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Business Strategy for CPA's
129 How to Spend Way Less Time on Email Every Day from 2021-03-17T08:00

GET YOUR TIME BACK BY BEING MORE EFFECTIVE WITH EMAIL

Do you ever get sucked into your email Inbo...

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Business Strategy for CPA's
128 Selling to Serve, with James Ashford of GoProposal from 2021-03-10T09:00

Many accountants over-service and under charge their clients. This creates a lose-lose situation, where clients don't value what the accountant does, and the acco...

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Business Strategy for CPA's
127 How CPAs Can Use YouTube Videos to Accelerate Growth with Hannah Smolinksi, CPA from 2021-03-03T09:00

Today I speak with Hannah Smolinksi, CEO of Clara CFO Group, on her meteoric YouTube rise. 

Less than 1 year ago, Ha...

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Business Strategy for CPA's
126 How to Implement Advisory Services with Twyla Verhelst, Leader of the Accounting Professionals Program at Freshbooks from 2021-02-24T09:00

Twyla Verhelst is the co-founder of Eighty Twenty, an Advisory Accounting Firm. We discuss her journey of implementing Advisory Services, long before it was known...

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Business Strategy for CPA's
125 Value and Segmented Pricing for CPAs with Pricing Expert Mark Stiving, PhD from 2021-02-17T09:00

Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour.

Listen

Business Strategy for CPA's
124 4 Most Common Hiring Mistakes CPAs Make and What to Do Instead from 2021-02-10T09:00

Erin Longmoon, Owner of Zephyr Recruiting shares the 4 most common hiring mistakes business owners make, and what to do instead. There is a reason that so many bu...

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Business Strategy for CPA's
122 The Pioneer of Value-Based Fees in the Consulting Profession, Alan Weiss, Ph.D. from 2021-01-27T09:00

Today I speak with Alan Weiss, owner of Summit Consulting and author of more than 60 business books, including Value-Based Fees, Million Dollar Consulting, Fearle...

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Business Strategy for CPA's
121 Switching to Advisory Services using Profit First, with Rob Foncannon, CPA from 2021-01-20T09:00

Today I speak with Rob Foncannon, owner of Foncannon Tax & Financial Services about how Profit First has impacted his business and his clients’ businesses.  Listen

Business Strategy for CPA's
120 Cloud Accounting Technology and Software, with Blake Oliver from 2021-01-13T09:00

Today I speak with Blake Oliver, co-host of the Cloud Accounting Podcast and Marketing Director at Jirav. 

 

What we cover:<...

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Business Strategy for CPA's
119 The Traveling CPA: Around the world in 14 minutes from 2021-01-06T10:00

CPAs and accountants worked crazy hours in 2020. The start of 2021 may be no different. 

Many CPAs, out of concern f...

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Business Strategy for CPA's
118 Pent-Up, Flat-line, or Decrease: Anticipating 2021 Demand for Your Advisory Clients from 2020-12-30T10:00

Today I share with you a way of looking at 2021 on your clients’ behalf. 

While exactly predicting the future is dif...

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Business Strategy for CPA's
117 Create Your 2021 Goals & Strategic Plan for Your CPA Firm from 2020-12-21T10:00

Create a different 2021.

It was a hard year. 

I suspect you don't want 2021 to be a recreati...

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Business Strategy for CPA's
116 From Hourly Billing to Flat Rate for Cares Act Documentation from 2020-12-16T10:00

My guest today is Erica Goode

Erica is a freelance financ...

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Business Strategy for CPA's
116 From Hourly Billing to Flat Rate for Cares Act Documentation from 2020-12-16T10:00

My guest today is Erica Goode

Erica is a freelance financ...

Listen
Business Strategy for CPA's
115 Create Space for Amazing Clients By Removing Ones You've Outgrown from 2020-12-09T10:00

If you have ever had to fire a client, you know how hard it can be. In the end, you know it will be better for you both (or at least, for you), but when it comes ...

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Business Strategy for CPA's
114 CPAs Need to Stop Accepting Trap Money from 2020-12-02T10:00

Trap money is money that looks like good money, but in reality, it’s a trap. 

Trap Money is important to be able to ...

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Business Strategy for CPA's
113 Out of Compliance and into Tax-savvy Stock Option Consulting, with Minnie Lau, CPA from 2020-11-25T10:00

My guest today is Minnie Lau. Minnie provides tech professionals working in late-stage start-up companies ...

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Business Strategy for CPA's
112 Does Your CPA Firm Sell Outcomes or Deliverables? from 2020-11-18T10:00

Today I'm going to dig into what deliverables are and what they sound like in the CPA world, so that you can get better at recognizing them and understand why it'...

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Business Strategy for CPA's
111 Better Pricing Methodologies For CPA Firms, with Jonathan Stark from 2020-11-11T10:00

We're back today with Jonathan Stark. In case you missed it we did a recording with Jonathan a couple of w...

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Business Strategy for CPA's
110 15 Phrases to Scrub from your CPA Firm’s Website from 2020-11-04T10:00

Today we’re talking about the copy on your website. Because you might be either alienating prospects who visit your website, or not attracting them to begin with....

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Business Strategy for CPA's
109 The CPA Who Innovates, Wins from 2020-10-28T09:00

Are you stuck thinking about Advisory Services in the commonly accepted tiers of transactional, controller, vCFO?

Th...

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Business Strategy for CPA's
108 The Dangers of Listening to CPAs for Wisdom from 2020-10-21T09:00

Guidance and wisdom in the accounting industry tend to be provided by accountants and CPAs.

There's a notable absenc...

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Business Strategy for CPA's
107 Are You Building the CPA Firm You Want to Own? from 2020-10-14T09:00

Have you ever heard of a tool called the wheel of life? It's a really simple but powerful tool to help you take stock of the most important areas of your life and...

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Business Strategy for CPA's
106 Better Pricing Strategies for Accountants: Stop Billing by the Hour, with Jonathan Stark from 2020-10-07T09:00

My guest today is Jonathan Stark. Jonathan is a former software developer who is on a mission to rid the world of hourly billing. He is the author of Hourly Billi...

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Business Strategy for CPA's
105 Mathematical Proof Specializing Will Make You a More Profitable CPA from 2020-09-30T09:00

I am here to offer you mathematical proof that different is more profitable. 

The best possible strategy to becoming more profitable without...

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Business Strategy for CPA's
104 How Much Would a CPA Pay for a Kid's Bike? from 2020-09-23T09:00

Today I want to talk to you today about how to price a bicycle.

Now you might be wondering, what has this got to do ...

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Business Strategy for CPA's
103 Cashflow Forecasting, Niching, and Raising Your Rates with Emily Sandberg from 2020-09-16T09:00

Today’s guest is Emily Sandberg. Emily provides cashflow and forecasting services to online coaches and co...

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Business Strategy for CPA's
102 A High-Margin CPA Firm: It’s Easier than You Think from 2020-09-09T09:00

Today we're talking about your business. Is it a lot of work? Do you spend it too many hours or more hours than you want in front of a screen toiling away?  Listen

Business Strategy for CPA's
101 How a CPA Can Raise Prices with Confidence from 2020-09-02T09:00

Today I want to talk with you about why checking in a few times a year on your best clients’ results and how you as a CPA Listen

Business Strategy for CPA's
100 The Conversation That Will Propel Your Accounting Practice from 2020-08-26T09:00

It’s just too easy to assume that your clients want only what they come to you for, and then, simply, serve them up the usual menu of accounting and tax. <...

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Business Strategy for CPA's
099 Lean and Profitable By Design, with Anjali Jariwala, CPA, CFP,&founder of FIT Advisors from 2020-08-19T09:00

Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors — a financial planning fir...

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Business Strategy for CPA's
098 A Framework is Essential to CPAs Working Less and Earning More from 2020-08-12T09:00

Today we're talking about how creating your own signature framework can be a gamechanger in your accounting practice.

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Business Strategy for CPA's
097 Get Reading Outside the Accounting Box from 2020-08-05T09:00

What’s on your summer reading list?

 

Now that the July 15th deadline is behind us, hopefully you have a bit ...

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Business Strategy for CPA's
096 Accounting Marketing Doesn’t Suck, with Hugh Duffy, CEO of Build Your Firm from 2020-07-29T09:00

Today’s guest is Hugh Duffy, CEO and Co-Founder of Build Your Firm (BYF), Inc.

Hugh is the leading marketing coach f...

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Business Strategy for CPA's
095 CPAs Land Better Clients Using This Strategy from 2020-07-22T09:00

In this episode, you get a different way of thinking about the proposal and it's called a choice of yeses. 

A yes or...

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Business Strategy for CPA's
094 Did Your Accounting Practice Take a COVID Detour? from 2020-07-15T09:00

If COVID has taken your accounting practice on a long, unexpected detour, it's time to pause and ask yourself where you are relative to your goals. 

Listen
Business Strategy for CPA's
093 Prediction: Forecasting Will Benefit Your Accounting Business from 2020-07-08T09:00

Business owners across the country are wondering, more like, dying to know, what the impacts of COVID might be to their business, their revenue, and their cash fl...

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Business Strategy for CPA's
092 Level the Playing Field with Germeen Guillaume of Visionary Accounting Group from 2020-07-01T09:00

Today’s guest is Germeen Guillaume (GEE-YOME), Founder of Visionary Accounting Group Listen

Business Strategy for CPA's
091 Is Your Accounting Niche Niche-y Enough? from 2020-06-24T09:00

Today, we're talking about how niching can bring you one step closer to earning more while working less.

Having a cl...

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Business Strategy for CPA's
090 How to Design vCFO Services, with Adam Hale, COO of Summit CPA Group from 2020-06-17T09:00

Today’s guest is Adam Hale, Co-Founder and COO of Su...

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Business Strategy for CPA's
089 [Coaching] How to Attract More of the Right Clients, with Annette Bevers, CPA from 2020-06-10T09:00

Today’s guest is Annette Bevers, a solo CPA based in northern California. 

Listen

Business Strategy for CPA's
088 The Case of the $475K Proposal: Did They Accept? from 2020-06-03T09:00

I have a story for you today about what is possible in your business.

So often the thing I hear from my clients is t...

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Business Strategy for CPA's
087 You Create Work-Life Harmony, with Amy Vetter, CEO of the B3 Method® Institute from 2020-05-27T09:00

Today’s guest is Amy Vetter. Amy is the CEO of the B3 Met...

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Business Strategy for CPA's
086 Secrets of Shifting to vCFO Services, with Jody Grunden, Co-Founder and CEO of Summit CPA Group from 2020-05-20T09:00

My guest today is Jody Grunden, Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America. 

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Business Strategy for CPA's
085 Designing Systems for Great Customer Experience, with Claire Stewart, Founder of Cartmill Stewart from 2020-05-13T09:00

Today’s guest is Claire Stewart, the Founder of Cartmill Stewart. 

Claire and her partner have totally dialed in the...

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Business Strategy for CPA's
084 Women: Speak Up in Your Field, with Carol Cox from 2020-05-06T09:00

Today’s guest is Carol Cox. Carol is the founder of Speaking Your Brand®, a coaching and training company that helps women entrepreneurs and leaders around the wo...

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Business Strategy for CPA's
083 Fix This Next in Your Accounting Practice, with Fix This Next Author, Mike Michalowicz from 2020-04-27T09:00

Mike mi-KAL-o-wits is the author of Profit First, Clockwork, Surge, The Pumpkin PlanListen

Business Strategy for CPA's
082 [Coaching] Logic vs Intuition: How to Choose Fulfilling Work, with Erica Goode from 2020-04-22T09:00

Today’s guest is Erica Goode, a Certified Public Accountant with 12+ years of experience in Big 4 public accounting, Fortune 50 finance, and small business accoun...

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Business Strategy for CPA's
081 Time to Rethink Your Pricing Strategy? with Ron Baker, Founder of VeraSage Institute from 2020-04-15T09:00

Today’s guest is Ron Baker. Ron is the founder of VeraSage InstituteListen

Business Strategy for CPA's
080 [Series] Lies of the Accounting Industry: #1 - Charge What You're Worth from 2020-04-08T09:00

I’m kicking off a new series of episodes, Lies of the Accounting Industry

Listen

Business Strategy for CPA's
079 [Coaching] How to Move into Advising with Heather Zeitzwolfe of Zeitzwolfe Accounting from 2020-04-01T09:00

Today’s guest is Heather Zeitzwolfe, a CPA certified with the State of Oregon’s Board of Accountancy and a member of the AICPA. 

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Business Strategy for CPA's
078 How to Design Better Workflows in Your Business, with David Cristello, Founder & CEO of Jetpack Workflow from 2020-03-25T09:00

Today’s guest is David Cristello, Founder & CEO of Jetpack WorkflowListen

Business Strategy for CPA's
077 Tips For Staying Present In The Face Of Uncertainty from 2020-03-18T09:00

Today we are interrupting common narratives heard out there and wanted to provide you with a counter-narrative, to the assumption that people must be or should be...

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Business Strategy for CPA's
076 Are You Selling at a Discount to Full-Price Buyers? from 2020-03-11T09:00

This week, we're talking about value-based fees and pricing. Who are your buyers? Are they discount buyers? Are they full price buyers? And which do you want to have?

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Business Strategy for CPA's
075 How to Keep the Scope Creeps at Bay, with Jenn Barley of Kickstart Your Edge from 2020-03-04T10:00

I wanted to talk with Jenn to tap her expertise about boundaries. So many of the challenges business owners face come back to clear and strong boun...

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Business Strategy for CPA's
074 Ways to Keep Stress Under Control in Tax Season, with Christine Lustik, owner of Mindfulness in Organizations from 2020-02-26T10:00

How do you practice self-care during stressful times? Christine Lustik of Mindfulness in Organizations shares some mindfulness techniques and other ways to nourish our body and mind when we’re unde...

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Business Strategy for CPA's
073 Does Money Find You Attractive? from 2020-02-19T10:00

Are we sending mixed signals to money? Where did our belief system about money come from? We need to create a new story about money so that it serves the life that we want to create for ourselves a...

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Business Strategy for CPA's
072 Are You Wiping Out Often Enough? from 2020-02-12T10:00

When was the last time you totally wiped out in your business? I have a few stories to tell, and I relate all these stories to things that we can do to move our business forward.

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Business Strategy for CPA's
071 How to Help Your Clients Build A Better World, with Steve Pipe, founder of Accountants Changing the World from 2020-02-05T10:00

Steve Pipe, best-selling author, dynamic speaker and founder of Accountants Changing the World, answers this question: “As an accountant, how can you help your clients build a better business and b...

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Business Strategy for CPA's
070 Be Strategic About Your CPEs, with Melisa Galasso of Galasso Learning Solutions from 2020-01-29T10:00

Melisa Galasso is the founder of Galasso Learning Solutions, where she offers custom, continuing professional education to CPAs, focused on engaging learner experience and improved performance outc...

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Business Strategy for CPA's
069 Guiding Clients to Profitability with Lisa Campbell, Owner of the Marcam Group from 2020-01-22T10:00

Lisa Campbell is the founder of The Marcam Group. We explore her journey of her business growth, what she learned along the way, and how she guides her clients to profitability as a Profit First st...

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Business Strategy for CPA's
068 The Process of Niching Down to E-commerce Business Owners, with owner of Bookskeep, Cyndi Thomason from 2020-01-15T10:00

Cyndi Thomason is the founder and president of Bookskeep, and is the author of the bestselling book, Profit First for Ecommerce Sellers. She shares her experience of differentiating herself in the ...

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Business Strategy for CPA's
067 Best Reads from 2019 from 2020-01-08T10:00

I wanted to start the year off with top five books and reviews from 2019, but I couldn't help myself and I got to at least nine. There were so many great reads that I got through this year.
Listen

Business Strategy for CPA's
066 Happy New Year - Now Raise Your Prices from 2020-01-01T10:00

Wishing you a Happy New Year and a very prosperous 2020!

I’m closing out the year with a few more jokes from Hazel a...

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Business Strategy for CPA's
065 Happy Holidays from Hazel and Me from 2019-12-25T10:00

It’s the holiday season, and it's time to step away from the mic so that I can spend time with my loved ones. And same for you.

Listen

Business Strategy for CPA's
064 Why & How to Claim Your Google My Business Profile, with Sommer Poquette CEO of Keep It Real Social from 2019-12-18T10:00

Google makes it easier for businesses to get found online. Sommer Poquette, Founder and CEO Keeping It Real Social, shows us the value of having a verified Google My Business listing.

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Business Strategy for CPA's
063 How to Get Started Adding Advisory Services from 2019-12-11T10:00

I hear the CPAs telling me just how much expertise and knowledge they have, and their desire to guide their clients in their businesses. On the other hand, I have these business owners who are dyin...

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Business Strategy for CPA's
062 Making More Time in Your Business with Adrienne Dorison, Co-Founder of Run Like Clockwork from 2019-12-04T10:00

Do you know what is the most important activity that you do in your business in order for you to survive in your industry, in your marketplace? Adrienne Dorison of Run Like Clockwork goes deep int...

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Business Strategy for CPA's
061 The Opportunity in Your Accounts Receivable from 2019-11-27T10:00

Where's the opportunity for you and your business hidden in the tens of thousands of dollars hanging out in Accounts Receivable that’s more than 30 days old? What opportunities can you create, base...

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Business Strategy for CPA's
060 Stand Out from the Crowd with Donna Leyens, President of Pumpkin Plan Your Biz from 2019-11-20T10:00

Donna Leyens of Pumpkin Plan Your Business talks about adding advisory services, and introduces the concepts in the Pumpkin Plan and how they can be implemented to make it easier and more profitabl...

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Business Strategy for CPA's
059 Planning for 2020 Happens Now from 2019-11-13T10:00

Do you want to get ahead of the game and figure out where you're trying to go, figure out where you want things to end up and see if you can steer your business there as best as possible? It’s time...

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Business Strategy for CPA's
058 How Setting Up Your Ideal Week Saves You Time with Billie Anne Grigg from 2019-11-06T10:00

My guest today is Billie Anne Grigg, the Lead Technical Guide of Profit First Professionals...

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Business Strategy for CPA's
057 Create Value for Your Clients with End-of-Year Meetings from 2019-10-30T09:00

Being a CPA who looks out for his or her clients by proactively scheduling end-of-year meetings is just one more thing you can do to separate yourself from the flock. As a CPA working with business...

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Business Strategy for CPA's
056 How Being A Non-traditional Practice Fuels Growth, with Michelle Cooper, owner of Alchemy Accounting from 2019-10-23T09:00

Michelle Cooper of Alchemy Accounting is out to design a non-traditional accounting practice. In this episode, we talk about what that might look like as technology enables more of us to be nomads ...

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Business Strategy for CPA's
055 [Coaching] Mindset Blocks Around Hiring with Dr. Sabrina Starling from 2019-10-16T09:00

Today’s guest is Dr. Sabrina Starling, the business psychologist, author of "How to Hire t...

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Business Strategy for CPA's
054 How Narrowing Your Niche Can Help You Grow Faster from 2019-10-09T09:00

I want to talk to you today about what I see as one of the most important or biggest levers that you can pull in your business to help you grow. And that is Listen

Business Strategy for CPA's
053 Adding Advisory Services and the Power of Niching Down with Tracy Jepson from 2019-10-02T09:00

My guest today is Tracy Jepson, founder and owner of TLJ Bookkeeping and Consulting Listen

Business Strategy for CPA's
052 From Solo to a Team of 6 in 5 years with Danielle Hayden of Kickstart Accounting from 2019-09-25T09:00

Today’s guest is Danielle Hayden of Kickstart AccountingListen

Business Strategy for CPA's
Bonus Episode… Announcement from Geraldine from 2019-09-18T09:00

I have something to share with you. 

As my own business and coaching practice grows, it's becoming clear to me that ...

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Business Strategy for CPA's
051 How to Be Productive Where it Matters Most, with Amber De La Garza, The Productivity Specialist from 2019-09-11T09:00

Amber de la Garza, The Productivity Specialist, is a sought after coach, trainer, speaker and writer, and host of the Productivity Straight Talk Podcast. She helps driven entrepreneurs execute acti...

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Business Strategy for CPA's
050 How to Leverage Your Network to Create More Clients, with Nikki Rausch from 2019-09-04T09:00

Today’s guest is Nikki Rausch of Your Sales Maven. Nikki helps demystify this leverage your network business, so that you can look at your network and see what you're looking for inside your networ...

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Business Strategy for CPA's
049 How to Build The Tribe You Lead from 2019-08-28T09:00

In this week’s episode, I talk about tribes and the tribes that we lead. I want to talk to you about the tribe that you are building, the tribe that you’ve created, how you might recognize the aspe...

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Business Strategy for CPA's
048 How Applying Behavioral Economics Can Benefit Your Business, with Melina Palmer of Brainy Business Podcast from 2019-08-21T09:00

Melina Palmer, host the Brainy Business Podcast, helps companies of all sizes to incorporate Behavioral Economics into their businesses to make them more brain-friendly, and increase conversions an...

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Business Strategy for CPA's
047 Protect Your Attention from 2019-08-14T09:00

This preoccupation of all things notifications, likes, comments, shares, and so on, is in direct conflict with us doing our best work. How do we protect our mind from the glut of information that w...

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Business Strategy for CPA's
046 [Coaching] Getting Insights into Her Financials with Amanda Berlin from 2019-08-07T09:00

Amanda Berlin helps her clients tell their story, write content, and raise visibility so that the people who need them can find them. I invited her to come on my podcast to take a look at her finan...

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Business Strategy for CPA's
045 From Zero to 7 Figures with Kate Ahl, CEO of Simple Pin Media from 2019-07-31T09:00

Today’s guest is Kate Ahl of Simple Pin Media. Simple Pin Media makes Pinterest Marketing easy to understand and implement without feeling overwhelmed. In today’s episode I talk to Kate about her j...

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Business Strategy for CPA's
044 CEO Day: Why You Need to Pick Your Head Up in Your Business from 2019-07-24T09:00

With six months of metrics, KPIs, and solid financial data, halfway through the year is the perfect time to take stock of the progress that you've made and think about where you need to go for the ...

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Business Strategy for CPA's
043 [Coaching] Making the Money and the Time Add Up with Physical Therapist Kate Baker from 2019-07-17T09:00

Kate Baker is a Physical Therapist who decided to go from working in a clinic to stepping out on her own as a solo practitioner. Kate and I talk about making the money and the time add up so that s...

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Business Strategy for CPA's
042 Decoding CPA-Speak: Clarifying 9 Common Terms from 2019-07-10T09:00

I’m here to make CPA and bookkeeping-speak a little bit easier for you. What I have today are 9 terms that CPAs and bookkeepers use all the time, that the rest of us have no clear understanding of....

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Business Strategy for CPA's
041 Not Your Typical Sex-y Business with Amy Lang of Birds and Bees and Kids from 2019-07-03T09:00

Amy Lang of Birds and Bees and Kids teaches adults how to talk to kids about sex and sexuality so they can grow up to be whole, healthy adults. She has been an educator for more than 25 years, and ...

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Business Strategy for CPA's
040 BAM Success Summit - 5 Guest Takeaways from 2019-06-26T09:00

I’m back from the Business Among Moms (BAM) Success Summit, hosted by Julie Fry, which took place in Seattle a couple weeks ago. Business Among Moms is more than just an annual conference, it’s a c...

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Business Strategy for CPA's
039 Women Disrupting the Cannabis Industry, with co-owner of Dancing Goat Gardens, Kim Bostrom from 2019-06-19T11:00

Together with her husband Jay, Kim Bostrom of Dancing Goat Gardens and the Hope Center founded two companies and a non-profit all housed under one roof: To provide education, wellness, and cannabis...

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Business Strategy for CPA's
038 Creating High-Quality In-Home Childcare Programs at Scale, with CEO of MyVillage, Erica Mackey from 2019-06-12T11:00

Erica Mackey confronts the problem of childcare in founding MyVillage, a community of high-quality, in-home childcare and preschool programs in Colorado and Montana. MyVillage is taking a system th...

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Business Strategy for CPA's
037 [Coaching] Setting Boundaries & Getting Ahead of Summer Planning with Miri Disney-Faller of Back on Track Physical Therapy from 2019-06-05T11:00

Miri Disney Faller of Back on Track Physical Therapy is a Physical Therapist who helps those with neck and low back pain, headaches and vertigo r...

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Business Strategy for CPA's
036 How Tracking KPIs Can Help You Work Less Hard In Your Business from 2019-05-29T11:00

We talk about Key Performance Indicators or KPIs in your business, why measuring them is important and how to think about which ones you should be measuring. It’s important to know what to track an...

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Business Strategy for CPA's
035 How to Let Go of Past Business Mistakes from 2019-05-22T11:00

Do you find it hard to let go of past mistakes that you've made in your business? Running a business is simply a series of making mistakes, until we find the things that work. And if we hold on to ...

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Business Strategy for CPA's
034 [Mindset] Are You Sending Mixed Signals to Money? from 2019-05-15T11:00

When was the last time you explored your relationship with money? In today's episode on money mindset, I'll be talking about how you might be sending mixed signals to the universe when it comes to...

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Business Strategy for CPA's
033 [Coaching] Developing Your Thought Leadership Platform with Triathlete Coach Anne Torrez from 2019-05-08T11:00

Today’s guest is Anne Torrez of Tri It Your Way Coaching.

If you’re wondering what actual coaching is like, here is a raw, barely edited session where neither of us is giving any mind to ...

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Business Strategy for CPA's
032 On A Mission to Transform Healthcare, with Lesley Von Eschen, PA - C and Carol Bridges, MD, co-CEOs of CostCare from 2019-05-01T10:00

Lesley Von Eschen, PA - C, and Carol Bridges, MD, co-CEOs of CostCare, talk about how they got started, the struggles and challenges that they have faced along the way, and their vision for transfo...

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Business Strategy for CPA's
031 [Mindset] Are you good enough? Are you sure? from 2019-04-24T11:00

A lot of women struggle with thoughts of not being good enough. Jodi Flynn (of Women Taking The Lead podcast) and I have clients who are super smart and capable, but still lack confidence. In this ...

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Business Strategy for CPA's
030 [Mindset] Is Your Current Thinking Keeping You Stuck? from 2019-04-17T11:00

Your thoughts create your life. If you want to change your life and grow your business, you need to change your thoughts. If want to get to the next level, you’ve got to develop a new series of tho...

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Business Strategy for CPA's
029 Did you hit your Q1 goals? from 2019-04-12T15:39:33

It’s the end of the quarter, and I want to know if you’re on track and if you met your Q1 goals. Today I share with you:

-How you benefit from having clear goals
-What topics or KPI’s ...

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Business Strategy for CPA's
028 How to Make Better Decisions Faster and with More Clarity from 2019-04-03T10:00

Do you have trouble making decisions quickly and with clarity? Do you get stuck spinning, thinking the same thoughts again and again with no new insights? Do grapple, overthink, and wonder if you'r...

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Business Strategy for CPA's
027 How to Book Conference Speaking Gigs & Maximize Your Attendance, with BAM Success Summit Owner Julie Fry from 2019-03-27T09:00

Do you have your sights set on a conference or event that you want to speak at? How can you increase your chances of being chosen? Today I talk with Julie Fry, the owner of Business Among Moms, and...

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