The #1 Place to Get Highly Qualified Referrals for Your Bookkeeping Firm

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

highly qualified referrals

Katie Lilly, Owner and President of Lillyfield Accounting Solutions, has grown her bookkeeping firm from herself to a band of seven in under two years. One of her powerful secrets is knowing where to get highly qualified referrals. Well, today, she will pull back the curtain on how she’s grown so fast (and expanding soon)…. Read more »

How to Start an Accounting Firm and Bank 6-Figures Your First Year

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

start an accounting firm

Hannah Stricker always wanted to be her own boss after 25 years in the accounting field. Finally, she gave her notice and went off to start an accounting firm from scratch. WIthin 12 months, she had banked 6-figures in revenues and she’s ready to show how she did it. In this episode of the Growing… Read more »

Stop doing advisory work for free, instead get paid $7,500 for an 8 week project

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

monthly retainer

Kevin Izevbigie is a growth and automation specialist who helps accountants to stop doing free work and start landing monthly retainers. Meaning, turn all that consulting and extra work you do for your clients into cash. You’ll still keep your clients, and they’ll be happy to pay you. That’s what you’re about to discover today…. Read more »

[Double Your Firm Book] Ch. 4 Your Sales Appointment From Start to Close

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

sales appointment

Chapter 4 could be the most exciting yet daunting chapter in the book for accountants. Here we talk about sales appointments and how to go from opening the sale to closing it down. If you’re just joining us, we’re going front-to-back celebrating the audio release of our best-selling book, Double Your Accounting Firm. To refresh, here are… Read more »

[Double Your Firm Book] Ch. 3 Driving Growth in Your Firm

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

driving growth

We’re on Chapter 3 celebrating the audio release of our best-selling book, Double Your Accounting Firm. This week we’re looking at driving growth in your accounting firm. To refresh, here are the first two chapters: Chapter 1: Increasing Workflow Efficiency and Staff Capacity Chapter 2: Solving the Pricing Problems in Your Firm This specific chapter today… Read more »

[Double Your Firm Book] Ch.2: Solving the Pricing Problems in Your Firm

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

pricing problems

Continuing with the theme we began last week, this week we will cover Chapter Two of our best-selling book, Double Your Accounting Firm. In this chapter, we will cover the pricing problems found in most accounting firms. What most firms will find is that when employees are incentivized to get more billable hours and not as much… Read more »

[Double Your Firm Book] Ch.1: Increasing Workflow Efficiency and Staff Capacity

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

workflow efficiency

We’re going to be doing something different in the coming weeks. We will be going through our best-selling book, Double Your Accounting Firm, which is available now on Amazon. Each week going forward, we will tackle a new chapter of the book. You will have the opportunity to listen to each chapter on the podcast for… Read more »

How to Find Great Tax Clients

Posted by & filed under Accountant.

How to Find Great Tax Clients

Like most CPAs, tax preparation is probably the bread and butter of your business. Making the most of your time and energy is crucial if you want your business to be as profitable as possible, and your time to be well-spent. Collecting and retaining tax clients is vital towards that end. It’s still only June,… Read more »

Should I Add HR and Payroll to My Company’s Services?

Posted by & filed under Accountant, Growth.

Today’s accounting and bookkeeping services world has become increasingly competitive. Senior managers are looking to gain an edge and are turning to unique ways of adding profit centers. There are two main reasons for firms to begin looking toward adding services like payroll and human resources: profit and the ability to offer full-service care to… Read more »

Why Tracking Billable Time Is the Roadblock to Financial Success in Accounting

Posted by & filed under Accountant.

Why Tracking Billable Time Is the Roadblock to Financial Success in Accounting

Times, they are a-changin’. Actually, they’ve been a-changin’ for some time, now. Many other industries have caught up, but the accounting and finance world, surprisingly, has been slow to evolve. Time-based billing has been the dominant billing method for accounting firms for years, and firms are slow to give up this process. But an ever-increasing… Read more »