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 »
Kim Hornsby, Founder of Singletrack Bookkeeping, works entirely remotely. Yet, she’s cracked the code on creating a world-class team all without recruiting or needing an office. Singletrack serves mostly small businesses and found a niche with cloud-based accounting even getting clients interested in their own financials (a common problem for most firms…) In this episode… Read more »
Joey Brannon, Founder of the Consulting CPA, sold the tax and accounting arm of his accounting firm to jettison into solely a consulting profit center. Most firms “rest on their laurels” and stay in their comfort zone with just doing compliance work and keeping clients at an “arm’s length.” Joey saw the opportunity to move… Read more »
Mike Widdis, Founder and Partner of UpSide Accounting, found himself in construction when his mother, a self-employed bookkeeper, desperately needed help offering great service to businesses. From there, Mike saw the opportunity to build and start an accounting firm from scratch. This was in 2012, and now Mike merged his firm with another small firm and… Read more »
Richard Clayman, Founder of Cloudwalker Videoworks, found using video is the fastest way to get a prospect to trust you and get your messaging right. Building a career in the movie industry, Richard discovered a simple, but effective way to stand out from the competition. In this episode of Growing Your Firm Podcast, David Cristello and… Read more »
Greg and Jessica Daley built their accounting firm, Xcelerate Business Solutions, while they needed to scrap together $10,000 to adopt a new child. Their revolutionary use of contractors under “results-based compensation” will change how firms pay their workers. Their practice has been called a “Firm of the Future” by Intuit. They’ve found a unique… Read more »