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

million dollar opportunity

  Todd Steinburg, of 21st Century Pros, returns for a second go on the podcast, to show you the million-dollar opportunity missing from your accounting firm. We discussed sales and marketing in his last stint, but today Todd reveals how you’re leaving potentially millions of dollars on your plate. In this episode of the Growing… Read more »

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

grow your bookkeeping practice

  Michael Palmer, President of Pure Bookkeeping North America & Podcast host, works specifically with bookkeepers to help grow your bookkeeping practice. Michael spent close to a decade giving bookkeepers the tools to start, grow and scale their own business outside of the accounting firm realm. In this episode of the Growing Your Firm Podcast,… Read more »

Posted by & filed under Product Updates.

This week we’re excited to announce our latest feature: 1 way Gmail integration!  This part of a multi-phase CRM release, so stay tuned for even more updates in the upcoming months 🙂  Under your Jetpack account, you will now be able to: Send all messages through your Gmail or Google Apps account while still in Jetpack Use… Read more »

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants, Team Management.

perfect accounting firm

  It wasn’t hard to find a reason to bring back author, accounting firm consultant, international speaker, and futuristic firm guru Rob Nixon back on the podcast to show you how to build the perfect accounting firm. You can find our prior interview with Rob here in order to hear more about his background. This… Read more »

Posted by & filed under Growing Your Firm Questions.

  Speaker 1: You now have this kind of benchmarking system or you’re doing cash flow analysis. You’re digging into those numbers. We had one firm that would set aside 30 minute, dig into the numbers to find new opportunities, challenges that go on in the business. Now that you have this information, how can… Read more »

Posted by & filed under Growing Your Firm Questions.

  David: I have a couple of questions and I’m gonna bash these two together, because one question is how do I start advisory services in a certain vertical, whatever that vertical may be. And we had another question that I think’s pretty similar to this which is how would we overcome, if we are… Read more »

Posted by & filed under Growing Your Firm Questions.

  David: What’s the best place to start? Should you go to a trusted current client and have these conversations, “Have somebody to practice with?” Is this tried for a new client, so completely fresh eyes and you don’t have to make that compliance shift. We’ll start with Steve on this one and go to… Read more »

Posted by & filed under Growing Your Firm Questions.

  David: If somebody wants to follow up and learn more, there might even be somebody in Boston that says hey, I’m a tax accountant, they might want to reach out, whatever the case may be, or they all have questions, content that they want to read that maybe you’ve put out there, whatever it… Read more »

Posted by & filed under Growing Your Firm Questions.

David: How can I show up with the advisor relationship to someone who I’ve only been providing compliant service for many years. So they buy into this advisor mindset, client’s provider. How do you make the transition. For this question we’ll start with Steve and go to Angie and then next we’ll go Angie, Steve… Read more »

Posted by & filed under Growing Your Firm Questions.

  Speaker 1: What is the advisor mindset and what if you seem to be, maybe common deliverables that have come up amongst or other firms the you work with? Speaker 2: That’s the million-dollar question. I think that the difference between being an advisor to your clients and just being very compliance driven had… Read more »