Some firm owners have a dream of selling their firm to a larger company to sit on the beach drinking margaritas. But how can you get there? In this week’s Grow Your Firm podcast, we’re talking with Ryan Lazanis. He was formerly the CEO of Zen Accounting, a customer-experience oriented cloud accounting firm, and is… Read more »
The Importance of Developing Process within our Virtual CFO Firm A guest blog post by Jody Grunden, CPACo-Founder & CEO of Summit CPA Group In The E-Myth Revisited, Michael E. Gerber tells the story of “A Match, a Mint, a Cup of Coffee, and a Newspaper” detailing his incredible experience at a hotel in Venetia,… Read more »
How to Systemically Accelerate Your Firm’s Growth Welcome back to the Grow Your Firm podcast! This week’s guest is Lisa Campbell of the Marcam Group. Lisa transitioned her firm from basic bookkeeping to coaching and advisory in under seven years. In our half-hour conversation, she revealed an underlying pattern we’ve noticed many of our guests… Read more »
If your goal is to grow your firm, founders have to learn how to transition from being CPAs into CEOs. This can be a rough transition. It requires a different set of skills than accounting and a lot of trust in your hires, workflows, and business structure. The successful firms we’ve interviewed on this program… Read more »
Justin Pulgrano, from Finagraph, came on this week to talk about how he successfully expanded advisory services for his clients using a new tool called CashFlowTool. It helps you help clients with cashflow issues to improve and grow your advisory services. But we didn’t just talk about software in our interview. We also talked about… Read more »
Release Date: 9/9/2019 It’s another release day here at Jetpack Workflow! Today we’re excited to share the small but mighty update to the Template List. Given that “Where are my templates?” was the #1 question answered by the Support team and one of the most visited help sections within the Knowledge Base, we got the… Read more »
We’ve all heard the advice to work smarter and not just harder to achieve success efficiently. The key to maximizing profits isn’t always putting in longer hours or growing a larger team. Those things may work, but they can only go so far before you have to turn to another way. Susan Wilson, Dave’s guest… Read more »
C3 Consolidated has a simple mission: acquire firms or create partnerships. With years of accounting firm background and experience, they apply what they’ve learned about process workflow, business organization, and growth to make those firms more profitable and better organized so clients and employees are happy. Needless to say, they are very good at what… Read more »
In this world we live in, the value you put on yourself largely dictates the value others assign to you. If you’re looking to get paid more and land higher-paying clients, you may need to take a step back and analyze your mindset. In this episode, Michele Riffe of Sherwood Financial and micheleriffe.com talks about… Read more »
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 »