Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Ditch Your Timesheets with Steve Major

21 Jul 2016

Contributed by Lukas

In this episode of the Grow Your Firm Podcast, David Cristello and Steve Major dive right into:   The "myth" that timesheets show productivity [Ste...

Starting a 6 figure bookkeeping business in 7 days with Meryl Johnston

14 Jul 2016

Contributed by Lukas

Meryl is the co-founder of BeanNinjas, which:  Focus on growing your business. We'll count the beans! Cloud-based, fixed fee bookkeeping and support ...

How to Become a Trusted Advisor with Shelley Johnson

07 Jul 2016

Contributed by Lukas

Shelley Johnson Bio:  An avid puzzle solver, be it jigsaw, family logistics, or the tax code, thinking through the solution gives Shelley great satis...

3 Steps to Getting the Best Bookkeeping Clients

30 Jun 2016

Contributed by Lukas

QuickBooks and Mobile App Guru, Technology Addict and public speaker - where she has the privilege of offering insight, information and best practices...

Double Your Bookkeeping Revenue by Cutting 30% of Your Clients & How to Hire the Perfect Partners with Ingrid Edstrom

23 Jun 2016

Contributed by Lukas

Ingrid is a bookkeeping nerd and CEO of Polymath. She loves taking a topic that most small business owners put on a scale from boring to terrifying a...

How One Quickbooks Pro Advisor Revamped The Billable Hour with Debbie Kilsheimer

16 Jun 2016

Contributed by Lukas

Debbie is the owner of Behind the Scenes Financial Services, consultant to the sleeter group and a Quickbooks Proadvisor.  In this latest Grow Your F...

3 Crucial Steps to Building an Effective Accounting Team with Chad Ridner , QBO Advisor Spotlight

10 Jun 2016

Contributed by Lukas

Chad Ridner is the President of TwoRoads, a bookkeeping and tax company that relieves the burden and mystery of bookkeeping and tax, empowering busin...

How to Add Virtual CFO Services to Your Accounting Practice

11 May 2016

Contributed by Lukas

Quick question... if you were to count up the number of services you provide, how many could you list?  Many firm owners get stuck in the trap offeri...

How To Master A Work-Life Balance Program Within Your Firm with Chet Buchman

03 May 2016

Contributed by Lukas

Chet is the Managing Partner at Swindoll, Janzen, Hawk& Loyd, LLC (SJHL), a full-service accounting firm inMcPherson, Hutchinson, and Wichita KS. We ...

From a Solo Practice to Establishing Own Your CPA Firm with Gabrielle Luoma Part 2

31 Mar 2016

Contributed by Lukas

At GMLCPA, I'm helping businesses like yours make better decisions and move ahead faster. You see, competing in a global marketplace isn't easy. It ta...

From a Solo Practice to Establishing Own Your CPA Firm with Gabrielle Luoma Part 1

31 Mar 2016

Contributed by Lukas

At GMLCPA, I'm helping businesses like yours make better decisions and move ahead faster. You see, competing in a global marketplace isn't easy. It ta...

How to Shift Your CPA Firm to Operate in the 21st Century with Jay Holmes

22 Mar 2016

Contributed by Lukas

In this episode, we explore: Why You Would Want to Leave a Traditional CPA Firm Why the Billable Hour Model Does Not Work Change the Way You Do Busin...

Scaling Your Team and Firm with Paula Allgood

16 Mar 2016

Contributed by Lukas

Paula joined Beaird Harris in 1991 and became a shareholder in 2002. She works extensively with start-up companies and small businesses, specializing ...

Selling Your Firm with Joel Sinkin, President, Transition Advisors

01 Mar 2016

Contributed by Lukas

Joel Sinkin is the President of Transition Advisors, LLC., a firm that exclusively consults on Mergers & Acquisitions for public accounting firms. He ...

Client Onboarding with Robert Colburn

23 Feb 2016

Contributed by Lukas

About his recent presentation at DigitalCPA:  The sale is complete and now you have to ensure the client stays excited about working with your fir...

How To Make The Switch From Employee To CPA Firm Owner with Joni Johnson-Powe

02 Feb 2016

Contributed by Lukas

CEO/Principal Taxnologi Solutions, LLC Taxnologi provides effective and efficient solutions for all of your indirect tax compliance and consulting n...

Growing a Successful Accounting Practice with Tim Shortsleeve

26 Jan 2016

Contributed by Lukas

Tim ShortsleeveCPA.CITPLess   "Focus, environment, results."  Tim Shortsleeve creates high performing organizations with these three words.  Having...

Defining Your Strategic Goals and Yearly Plan: The Dan Griffiths Interview

16 Dec 2015

Contributed by Lukas

How to Build a Team that Fuels Firm Growth: The Sandra Wiley Interview

13 Oct 2015

Contributed by Lukas

Sandra is a visionary leader who is gifted with the ability to tackle emerging as well as future challenges. She works with a sense of adventure, pref...

Applying Lean Six Sigma to Your Workflow: The Dustin Hostetler

24 Sep 2015

Contributed by Lukas

On Dustin:    "The pioneer and industry expert in applying Lean Six Sigma, Project Management and Constraint Management principles within public acc...

Acquired in Under 36 Months? The Blake Oliver Interview

15 Sep 2015

Contributed by Lukas

Director of Technology & Marketing HPC Accounting & Tax July 2015 – Present (3 months)Greater Los Angeles Area Design and implementation of...

How to Add Multiple Profit Centers with Mike Bark

08 Sep 2015

Contributed by Lukas

From Mike's Linkedin:::  A CPA and CVA (Certified Valuation Analyst) who specializes in the area of dental and other healthcare entities.I work prim...

How to Organize Your Firm for Growth with Carrie Steffen

01 Sep 2015

Contributed by Lukas

Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds ...

Free Marketing Strategies for Your Firm: The Bonnie Buol Ruszczyk Interview

25 Aug 2015

Contributed by Lukas

Bonnie Buol Ruszczyk has been a member of the creative and marketing services community for over 20 years and does not appear to be leaving it anytim...

Darren Root on Building 7 Figure Firms

20 Aug 2015

Contributed by Lukas

Darren successfully created a highly efficient and effective CPA firm in Bloomington, Indiana. As a result of his successes in building and managing ...

Strategic Growth with Sarah Johnson Dobek

04 Aug 2015

Contributed by Lukas

Sarah Johnson Dobek's Profile Thank you for wanting to learn more about me! I am passionate about helping accounting firms, state CPA societies and ...

The Mindset of a Successful Owner w/ Sandi Leyva

23 Jul 2015

Contributed by Lukas

Sandi Smith Leyva, CPA, CMA, MBA, and founder of Accountant's Accelerator, has helped thousands of accountants earn more, work less, and serve their ...

How to Profit First: The Mike Michalowicz Interview

07 Jul 2015

Contributed by Lukas

From Mike Michalowicz's Linkedin:  I am the author of 'Profit First', 'The Pumpkin Plan' and 'The Toilet Paper Entrepreneur'. BusinessWeek called T...

Building Operational Efficiency & Practice Workflow w/ Jeff Borschowa

23 Jun 2015

Contributed by Lukas

Jeff Borschowa is the founder of Business Evolution Consulting Inc.  He is an author, educator, and curator of all things related to accounting effi...

Becoming a Radical CPA with Jody Padar

18 May 2015

Contributed by Lukas

About Me! Jody Padar, CPA, has emerged as a "feeling leader." That is, a leader driven by a passion to foster real change in the accounting profess...

On Managing a Remote Team, Accounting Technology & Software, and More: The Chad Davis Interview

12 May 2015

Contributed by Lukas

Chad is a partner at LiveCA LIVECA LLP is a 13 person firm committed to providing a progressive approach to accounting with a focus on entrepreneurs ...

Finding the Right Software for Accountants: The Randy Johnston Interview

05 May 2015

Contributed by Lukas

Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Accounting...

The Josh Zweig Interview:How He Grew from 2-10 Employees in 1 Year…While Working Abroad.

22 Apr 2015

Contributed by Lukas

LIVECA is committed to providing a progressive approach to accounting with a focus on forward thinking entrepreneurs. The concept is to allow greater...

Ed Kless on Delivering Value Driven Service

12 Mar 2015

Contributed by Lukas

Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum fo...

The Art of Value: Interview with Kirk Bowman

03 Mar 2015

Contributed by Lukas

If you really want to talk shop, Kirk brings over 15 years of experience developing FileMaker databases and web applications as well as system...

PT 2: Being an Entrepreneurial Accountant: Adrian Simmons Interview

19 Feb 2015

Contributed by Lukas

Adrian G. Simmons is a CPA innovating ways to put money in its place. His first debit was made in the classrooms of Loyola University Maryland, where...

Angie Grissom from Rainmaker Companies on 5 Star Service & Scaling Excellence

12 Feb 2015

Contributed by Lukas

Angie serves as President of The Rainmaker Companies and previously served as the Director of Consulting for The Rainmaker Companies for several year...

Ron Baker: Building a 21st Century Firm

03 Feb 2015

Contributed by Lukas

Mission: "To, once and for all, bury the billable hour and timesheet in the professions" Ronald J. Baker started his CPA career in 1984 with KPMG's ...

Fire Clients & Grow Your Practice: Our Interview with Mark Wickersham

29 Jan 2015

Contributed by Lukas

This week we're excited to have Mark Wickersham Why the 70% capacity milestone was destroying Mark's profitability Why working on your practice is (...

Comedy CPE & Value Based Billing w/ Greg Kyte

07 Jan 2015

Contributed by Lukas

Just because our jobs are boring doesn't mean our CPE has to be. Greg Kyte - who was included in Accounting Today's list of the Top 100 Most Influenti...

The Future of Accounting : Caleb Newquist

17 Dec 2014

Contributed by Lukas

As the Editor-in-Chief of Sift Media U.S., Caleb direct the the content of two sites, AccountingWEB and Going Concern. After spending nearly six year...

Part 2: How to Market Your Firm w/ Nate Hagerty

02 Dec 2014

Contributed by Lukas

A 10+-year veteran of the tax and accounting industry -- with a focus on Internet Marketing and Direct Response media, Nate Hagerty has established ...

How to Market Your Firm. Nate Hagerty Interview

02 Dec 2014

Contributed by Lukas

A 10+-year veteran of the tax and accounting industry -- with a focus on Internet Marketing and Direct Response media, Nate Hagerty has established ...

Switching to Value Based Billing w/ Jason Blumer Part 2

22 Nov 2014

Contributed by Lukas

Jason has been coaching creative individuals since 2008 and seeking to help them chart their future more clearly. People have quit jobs, created compa...

Switching to Value Based Billing w/ Jason Blumer Part 1

20 Nov 2014

Contributed by Lukas

Jason has been coaching creative individuals since 2008 and seeking to help them chart their future more clearly. People have quit jobs, created compa...

Adding Wealth Management Profit Centers with Chris Ragain Part 2

18 Nov 2014

Contributed by Lukas

Owner of Ragain Financial Inc.     Show Keywords: CPA Accounting Accountant Bookkeeper Bookkeeping Tax Growth Management Firm Management

Finding New Clients & Retaining Top Talent with Chris Ragain Part 1

18 Nov 2014

Contributed by Lukas

Owner of Ragain Financial Inc.     Show Keywords: CPA Accounting Accountant Bookkeeper Bookkeeping Tax Growth Management Firm Management  

Setting up your firm Workflow - Damien Greathead Part 2

13 Nov 2014

Contributed by Lukas

Damien will help you build a successful accounting firm. As Director of Operations at 2020 Group USA he works with hundreds of practitioners around th...

Setting up your firm Workflow - Damien Greathead Part 1

11 Nov 2014

Contributed by Lukas

Damien will help you build a successful accounting firm. As Director of Operations at 2020 Group USA he works with hundreds of practitioners around th...

How to Scale and Use Tech w/ Ryan Watson Pt 2

08 Nov 2014

Contributed by Lukas

Formerly a principal of online accounting firm, upsourced accounting, he's lost more than his fair share of time requesting and following up for clien...

The "Secret" To Your First Ten Clients w/ Ryan Watson Part 1

06 Nov 2014

Contributed by Lukas

Formerly a principal of online accounting firm, upsourced accounting, he's lost more than his fair share of time requesting and following up for clien...

Building a RockStar Culture and Team w/ Stephen King Part 2

04 Nov 2014

Contributed by Lukas

Steve founded GrowthForce in 2004 in Kingwood, Texas with a desire to help small businesses grow. An innovator in the accounting industry, Steve has e...

Building a RockStar Culture and Team w/ Stephen King Part 1

01 Nov 2014

Contributed by Lukas

Steve founded GrowthForce in 2004 in Kingwood, Texas with a desire to help small businesses grow. An innovator in the accounting industry, Steve has e...

Getting your First 100 clients w/ Josh Baurle Part 2

30 Oct 2014

Contributed by Lukas

Josh Bauerle, CPA's Summary Specialties: Tax preparation, financial planning, tax planning, 401k and IRA rollovers, 401k plans, personal finance, ...

Getting your First 100 clients w/ Josh Baurle Part 1

28 Oct 2014

Contributed by Lukas

Josh Bauerle, CPA's Summary Specialties: Tax preparation, financial planning, tax planning, 401k and IRA rollovers, 401k plans, personal finance, ...

How to Systematically Scale Your Firm - Gale Crosely Part 2

28 Oct 2014

Contributed by Lukas

Gale Crosley, CPA, was selected one of the Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for the eleventh consecutive ...

How To Systemically Scale Your Firm - Gale Crosley Part 1

23 Oct 2014

Contributed by Lukas

Gale Crosley, CPA, was selected one of the Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for the eleventh consecutive ...

CPA Firm Management w/ Rita Keller Part 2

21 Oct 2014

Contributed by Lukas

Rita Keller is a nationally known CPA firm management consultant, speaker and author. She is a former shareholder and Chief Operating Officer of a suc...

CPA Firm Management w/ Rita Keller Part 1

18 Oct 2014

Contributed by Lukas

Rita Keller is a nationally known CPA firm management consultant, speaker and author. She is a former shareholder and Chief Operating Officer of a suc...

Social Media, Change Management - Jody Padar Part 2

16 Oct 2014

Contributed by Lukas

Jody Padar not only leads New Vision CPA Group, she is also a highly sought after speaker and thought leader in the tax and accounting profession. In ...

Social Media, Change Management - Jody Padar Part 1

14 Oct 2014

Contributed by Lukas

Jody Padar not only leads New Vision CPA Group, she is also a highly sought after speaker and thought leader in the tax and accounting profession. In ...

Building Referrals and a Sellable Firm w/ Sandi Holst Part 2

11 Oct 2014

Contributed by Lukas

Sandi Holst has over 35 years of experience in Bookkeeping, Business Management and Consulting Services.   Show keywords: bookkeeping bookkeeper ...

Creating Instant WOW Factors w/ Sandi Holst Part 1

09 Oct 2014

Contributed by Lukas

Sandi Holst has over 35 years of experience in Bookkeeping, Business Management and Consulting Services.   Show keywords: bookkeeping bookkeeper ...

Part 2: Partner Relations & Change Management w/ August Aquila

07 Oct 2014

Contributed by Lukas

August has been recognized as one of the "Top Most Influential People" in the accounting profession by Accounting Today. They have also described Augu...

Partner Relations & Change Management w/ August Aquila Part 1

04 Oct 2014

Contributed by Lukas

August has been recognized as one of the "Top Most Influential People" in the accounting profession by Accounting Today. They have also described Augu...

Becoming More Profitable and Saying "No" to clients w/ Steve Pipe Part 2

02 Oct 2014

Contributed by Lukas

Steve Pipe is a Chartered Accountant who is passionate about helping accountants to become more successful by serving their clients better, and is wi...

Why You Should Work With Fewer Clients w/ Steve Pipe Part 1

30 Sep 2014

Contributed by Lukas

Steve Pipe is a Chartered Accountant who is passionate about helping accountants to become more successful by serving their clients better, and is wi...

Managing New Hires and Cross Selling Services w/ Ed Mendlowitz Part 2

23 Sep 2014

Contributed by Lukas

Edward Mendlowitz is a certified public accountant and a partner with WithumSmith+Brown located in New Brunswick, NJ. He is the author of eighteen pro...

Proactive Client Communication & Content Marketing w/ Ed Mendlowitz Part 1

23 Sep 2014

Contributed by Lukas

Edward Mendlowitz is a certified public accountant and a partner with WithumSmith+Brown located in New Brunswick, NJ. He is the author of eighteen pro...

Raising Prices and Defining a Niche w/ Michelle Long Part 2

23 Sep 2014

Contributed by Lukas

Michelle L. Long, CPA, MBA is the owner of Long for Success, LLC specializing in QuickBooks consulting and training services, coaching small business ...

Raising Prices and Defining a Niche w/ Michelle Long Part 1

23 Sep 2014

Contributed by Lukas

Michelle L. Long, CPA, MBA is the owner of Long for Success, LLC specializing in QuickBooks consulting and training services, coaching small business ...

Building over $100M in Advisory Services w/Edi Osborne Part 2

23 Sep 2014

Contributed by Lukas

Ms. Osborne is a recognized leader in the area of Business Performance Measurement and Management. She has a background working with small to medium s...

Building $100M Advisory Services w/ Edi Osborne Part 1

23 Sep 2014

Contributed by Lukas

Ms. Osborne is a recognized leader in the area of Business Performance Measurement and Management. She has a background working with small to medium s...