Remote Work Tactics Your Firm Needs Today, Next Week, and In a Month

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

Today’s guest is Liam McIvor Martin. Liam has been leading the charge on remote working for the past decade by bringing together the top experts in the field on remote work through Running Remote conferences. He is the co-organizer behind Running Remote and co-founder behind Staff.com and Timing Doctor. With nationwide stay-at-home orders in effect,… Read more »

How to Survive as a CPA During the COVID-19 Era

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

Times are changing and we are navigating a new era due to the magnitude of the COVID-19 pandemic. As a result, businesses, CPAs, and entrepreneurs face unique challenges as they adapt their business model to accommodate social distancing practices. In this podcast, Lindsey Curley, senior manager for PCPS and fund services at the AICPA, offers… Read more »

Maximize Your Firm’s Profits by Transforming Into a Profit Advisor

Posted by & filed under Accountant, Customer Service, Growing Your Firm Podcast, Growth, Workflow Excellence.

This episode of Growing Your Firm features Femke Hogema. Femke is a phenomenal trainer, author, and speaker who leads the charge of the Profit First community in the Netherlands. Inspired by the innovator of Profit First, Mike Michalowicz, Femke took Profit First to the next level, giving workshops in the Netherlands. As her business grew,… Read more »

BONUS: Will “BigBox Tax” survive COVID-19? & Other Undercover Discoveries

Posted by & filed under Customer Service, Growing Your Firm Podcast, Hiring, Workflow Excellence.

20200403 David Cristello secret dark

Today we’re revealing a secret project we did at Jetpack Workflow to see what we could learn from the big boys of the retail accounting world. Someone in our community was a recent customer service professional in 2019 and a tax preparer in 2020. We’ll call them “Sam.” We will reveal what we learned about… Read more »

Making A Multi-Million Generating Firm In Half A Workweek

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

Michael Ly returns to Jetpack Workflow to chat with David Cristello about how quickly his cloud-based accounting firm, Reconciled, has grown in the last couple of years. He’s managed to double the size of his company every year, and he plans to continue that trend. Even though Reconciled is a multiple-seven-figure business, and it’s growing… Read more »

Why You Need To Start Niching This Year For Riches Three Years From Now

Posted by & filed under Growing Your Firm Podcast, Growth, Workflow Excellence.

On this week’s Grow Your Firm podcast, we’re talking with Hugh Duffy. Hugh is the Chief Marketing Officer of Build Your Firm, a marketing agency that focuses on accountants and CPAs in North America. He’s also the host of the podcast “Accounting Marketing Doesn’t Suck” and is the founder of the Dental Accounting Association. Our… Read more »

Listen to this Interview Before You Outsource Accounting Work

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

One of the challenges firms face when they grow is acquiring new staff to help out. But finding local staff can be a much bigger challenge than you think, which can make the idea of outsourcing accounting work to another country attractive. While it can be much cheaper to outsource the accounting work to another… Read more »

Getting Your Content Noticed In The Marketplace

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

On this week’s Growing Your Firm podcast, we’re speaking with Katie Thomas, CPA. Katie is the founder of Leaders Online, a digital marketing agency that helps professional service providers stand out online and grow their companies. She wants to share some basics about marketing your firm that are usable for anyone, including us accountants who… Read more »