How to Use Social Media To Market Your Firm – Adrian Dayton from Clearview Social

Posted by & filed under Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants.

Once upon a time, accounting and tax firms depended on newspaper ads, magazine spots, a well-curated Rolodex of business cards, and good-old-fashioned word of mouth to get new clients. Times have changed, though, haven’t they? In this modern Information Age, people are still using the older methods but with a significantly less rate of return…. Read more »

How to Operate a 70+ Employee Accounting Firm

Posted by & filed under Accountant, Growing Your Firm Podcast, Team Management, Workflow Excellence.

Managing a firm with less than ten staff is one thing, but management strategies must change as that firm grows . Mergers are especially tricky, as many organizational and operational items need to occur.  You’ll find yourself needing better organization, strategic planning, and perhaps even an executive committee to keep everything running in the right… Read more »

How this Firm Owner Reached $500K in 48 Months

Posted by & filed under Accountant, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants, Workflow Excellence.

Today on Growing Your Firm, we talked with Louie Vazquez of Vazquez & Family, Inc. The firm has managed to grow from zero to $48,000 a month in just four years without taking on any debt. How was Louie able to do it? That’s what we’ll be asking him in this week’s podcast. There are… Read more »

The Benefits of Having a CPA and An Accountant Working Under One Roof

Posted by & filed under Accountant, Growing Your Firm Podcast, Team Management, Workflow Excellence.

Any business can be expected to have growing pains, and the faster your firm grows, the bigger those pains can be. This may include hiring new team members, onboarding experienced partners (who already have a specific way of doing things) and merging other firms with your own. Today, David chats with Kyle Walters, who is… Read more »

Avoiding The “Oh Crap” Moments – A Case Study With Diana Stefanyshin

Posted by & filed under Accountant, Growing Your Firm Podcast, Growth, Workflow Excellence.

Welcome back to Growing Your Firm. This week’s podcast guest is Diana Stefanyshin, owner and founder of Bottom Line Bookkeeping. She uses Jetpack Workflow in her business and is using it in a way that compelled us to reach out to her for tips and tricks. Before using Jetpack Workflow, Diana was working 60 hour… Read more »

Building A High-Performance Recruiting System For Your Firm – Chuck Bauer’s 2nd Interview

Posted by & filed under Accountant, Growing Your Firm Podcast, Growth, Team Management.

Welcome back to the Growing Your Firm podcast and welcome back to Chuck Bauer. This is our second interview with him and we are grateful that he’s come back to talk more about how you can take your firm to the next level. In this interview, we talk about a program that he uses to… Read more »