How To Be an Entrepreneurial Accountant with Adrian Simmons

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

entrepreneurial accountant

This week, we’re excited to have Adrian Simmons on the show. Adrian is the Chief Creative Designer at David G Simmons CPA, Practicing Fellow at VeraSage, and Director of the Lab at Thriveal Laboratory. He prides himself on being an entrepreneurial accountant. And you can tell with everything he’s involved in! In this episode of… Read more »

Busy Season Relief Tip: Screencast Software

Posted by & filed under Accountant.

Screencast

Whether it’s busy season or not, client communication lies at the heart of amazing client service. And we know the benefit of client service (increased retention, potentially purchases more services, referrals, etc) Whether it’s a simple question or preparation for an in-depth meeting, there’s been one tool that we constantly get asked about… Screen capturing… Read more »

How To Create a Sellable Accounting Firm: The Sandi Holst Interview

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

sellable accounting firm

We are excited to release our interview with Sandi Holst, the President of Fiscal Integrity Group.  In this interview, we dive into how to gain clients rapidly through referrals and how to create an instant “WOW” factor that allows you to create a sellable accounting firm. In this interview, we chat with Sandi Holst on… Read more »

Creating 5 Star Service & Scaling Excellence: The Angie Grissom Interview

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

5 star service

Angie Grissom, President of the Rainmaker Companies, knows what it takes to deliver 5 star service. (And it’s not in the way you might think). Not only does Angie’s company help partners and owners “make it rain” with new clients…she consults on delivering incredible service, which leads to more growth. Funny enough, growth may not… Read more »

Are You Not Charging Enough For Your Accounting Services? Find Out Here.

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

charging enough for your accounting services

Mark Wickersham, best-selling author and Founder of Pricing Secrets, spends his time helping CPAs and accounting professionals like yourself make sure you are charging enough for your accounting services. 90% of accounting professionals do not, Mark believes. That’s going to change today. In this episode of Growing Your Firm Podcast, David Cristello and Mark Wickersham… Read more »

Comedy CPE Meets Value Based Billing? The Greg Kyte Interview

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

value based billing

Greg Kyte, Founder of Comedy CPE, has built a brand around using stand-up comedy coupled with common accounting topics like value based billing. It’s the most interesting twist in accounting I’ve ever seen. is there a way to make accountants and CPAs look like funny people. Well, Greg Kyte sets out to both teach and… Read more »

The Future of the Accounting Industry with Caleb Newquist

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

the future of the accounting industry

Caleb Newquist, Editor in Chief at Sift Media US, which runs industry leading websites such as AccountingWEB and GoingConcern knows the future of the accounting industry. That’s a bold statement…you’ll have to listen and judge for yourself… On this episode of the Growing Your Firm Podcast by Jetpack Workflow Software, David Cristello and Caleb Newquist cover:… Read more »