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 »
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 »
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 »
Clayton Oates, a Top 25 Thought Leader in Accounting, has spent 20 years helping firms, like yours, never lose your biggest client. The catch. “If you haven’t lost your biggest client yet…just wait.” Sounds contradictory, but the point is: If you establish the right nurturing steps for old clients in place, plus growth steps to… Read more »
Are you an accountant, CPA, enrolled agent, or bookkeeper that is looking to develop their personal brand? Back in the day, only major companies and wealthy individuals focused on trying to develop their personal brand. Nowadays, you find your 11 year old building her Instagram profile with over 2,000 followers and 200+ likes on… Read more »
Todd Steinberg, VP of Sales and Marketing at New Clients Inc., has worked with over 5,000 accounting and CPA professionals in providing a go-to script for meeting prospects. He knows how to talk to prospects and close them and that’s why we brought him to the show today. In this episode of Growing Your… Read more »
Joe Woodard, Founder of Woodard Events and Woodard Consulting, unlocks how to turn tiny bookkeeping retainers into 6-figure contracts. It boils down to one of the least “sexy” terms in accounting — workflow. Joe’s been preaching about workflow and having the right processes for 2-3 years. If you can upgrade your firm’s workflow, you’ll… Read more »
Bruce Clark, Founder of New Clients Inc., has helped 4,500 accountants build a successful firm. He reveals his 30-year secret to turning a prospect into a long-time client here in this episode. Bruce learned at the foot of his father, who was a million-dollar firm owner himself. It paved the way for Bruce to… Read more »
Trent McLaren, senior business development manager at accounting titan Intuit, works closely with accounting firms especially when it comes to getting a buy-in to your ideas and new technology. Trent stresses that “streamlining” and removing the redundant tasks allow you to save money hiring team members you don’t need. Plus, open the door for other… Read more »
Carter Johnson, CEO of United Business Leaders, has worked with Fortune 500 companies helping with Search Engine Optimization to rank higher in Google. After graduating college, all he’s done is built companies and help other companies grow. In this episode of the Growing Your Firm Podcast, David Cristello and Carter Johnson discuss: 3 main steps… Read more »
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