Creating great workflow processes is great for making your firm more efficient and profitable. It can do much more than that, however. In our chat with Veronica Wasek, we learn how she’s using excellent workflow to grow her company and take on the caliber of clients she’s always dreamed of working with. The best part… Read more »
This week, Growing Your Firm is staying true to its name and asking one firm owner how she grew her firm from a solo bookkeeping service to a thriving six-person team. Monique Swansen is the head of Automated Accounting Services, located in Merrimac, Massachusetts. In this podcast, we talk about how she’s been able to… Read more »
On today’s podcast, we talk to Kelly Christian, owner of KC & Company. She and her husband were able to change their business from an offline business focusing on small-town clients in Canada into a thriving and growing online business that lets them be location independent.
Our discussion this week centers on how to avoid overthinking your workflow. When faced with so many tools and options, how do you start building that perfect workflow for your business without getting analysis paralysis? Kellie shares some great tips.
Hello everyone and welcome again to the Growing Your Firm podcast. Today’s guest is Jim Bourke, managing director of advisory services at Withum. He also works with the AICPA as a conference co-chair and is a member of the board of directors of MJTC. In this podcast, we talk about how Withum transitioned from only… Read more »
It’s tax season right now, and you might be wondering if you even have time to listen to this podcast. It just might be worth your time to make next tax season, and the rest of your year, far simpler and more profitable. This is our second time interviewing Jeff Borschowa from Maverick Business Academy…. Read more »
In this week’s Growing Your Firm podcast, we’re interviewing Vince Porter, president, and CEO of Porter & Company, CPAs. He was recently awarded the 40 under 40 award by CPA Practice Advisor. Our interview went over a broad range of subjects related to how he grew his business. Here, he shares some of his… Read more »
Learning how to grow your firm is the aim of our podcast, but there’s a certain point in your growth where you have to be able to step back and see where you’re going. For many firm owners, this can feel like an impossible task. We’re going to talk about a way to make it… Read more »
Everyone has the same number of hours in the day, but not everyone uses them wisely. There are dozens of little mosquitoes buzzing around us to suck the time out of our days. When you start to transition to a managerial role or begin to scale up, these little distractions like long meetings and controlling… Read more »
Tax season is upon us! Are you feeling stressed yet? CPA burnout is a real thing, but what if there was a way to significantly reduce the amount of stress you go through while still generating a lot of income? This week’s guest just might be able to help you. Chuck Bauer is a sales… Read more »