Roger Knecht is the President of Universal Accounting, a company that helps accountants, bookkeepers, and tax preparers start and build their accounting businesses into profitable enterprises. One of the core methods they teach is called MAP. You’re going to learn the basics of this tool and where you can learn more information about it. In… Read more »
Double Your Income by Getting Rid of Receivables in Your Firm
Kelly Gonslaves, Founder of Totally Booked, has only run her firm for a short while, yet, after a recent conference visit, she discovered how to double her income by getting rid of accounts receivables entirely. Meaning, gone is the grumbling and panic runs to the mailbox hoping your client check is there. Take a listen… Read more »
How to Manage Workflow And Ditch Working Until 7PM
Maura Wiser, Founder at Bluewater Bookkeeping Services, was living and working out of her inbox before she discovered how to manage workflow correctly. She started using a special tool that helped her do it. You’ll hear all about that tool today… In this episode of the Growing Your Firm Podcast, David Cristello and Maura Wiser… Read more »
How to Choose Between the 750 Accounting Applications for Your Firm
Heather Smith is the founder of a cloud solutions practice and author of 9 books. She’s made it her mission to’educate accountants and in turn their clients about the cloud ecosystem and choosing between the 750 accounting apps out there. She knows all the tips and tricks to make sure you pick the right application… Read more »
Creating the Ideal Accounting Firm: Charge 80% More, 25% Less Client Work
Jackie Meyer, Founder of Meyer Tax Consulting, is back on the show with more advice on creating the ideal accounting firm. Last time, she talked about increasing her revenues 35% adding tax planning services. This time around, she’s here to reveal how she’s cut her client base from up to 300 to under 100. Yet,… Read more »
[Double Your Firm Book] Ch. 6 Recruiting and Retaining top Talent
Chapter 6 in my book deals with a growing issue in the industry…recruiting and then retaining top talent. 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 the first three chapters: Chapter 1: Increasing Workflow Efficiency and Staff Capacity Chapter 2: Solving… Read more »
[Double Your Firm Book] Ch. 5 Get Referrals and Attract the Clients You Want
Chapter 5 might be the most requested chapter we included in the book. It’s all about how to get referrals and attracting the right referrals to your accounting firm. 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 the first three chapters:… Read more »
Writing Emails That Your Clients Happily Open
In most accounting firms, marketing is typically one of the last things on the ‘priority’ list. “We have enough referrals right now, we need to focus on tax returns right now.” That may be the past. But if you’re reading this blog, you most likely want to be a Firm of the Future. A firm that’s… Read more »
How to Capture Prospects on Your Website on One Page
Sometimes we only get one shot at a prospect. You know this to be true because you’ve been in the situation as the ‘prospect’ yourself. When you’re surfing the web, on social media, wherever, and you suddenly see an article or ad that perks your interest. You click on the ad, maybe it’s interesting, maybe… Read more »
Turn Your Accounts Receivable into Cash in 30 Days
Jeff Brandeis, Chief Revenue Officer of QuickFee, says “cash is king” in any business, not just accounting firms. Unfortunately, it was reported that firms under $3 million in billing had around 30% of their accounts receivable outstanding for over 90 days! That means you have less money to pay the bills, employees, and grow your company…. Read more »