How To Sell Your CPA Firm: The Joel Sinkin Interview

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

On this new episode of Growing Your Firm podcast, we chat with Joel Sinkin, author and President of Transition Advisors, about how to successfully transition and sell your CPA firm. In this interview, we discuss important topics on how to successfully transition and sell your CPA firm including: When to start thinking of your succession plan… Read more »

How to Build and Automate Your Client Onboarding Process

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

In today’s new episode of Grow Your Firm Podcast, we interview Robert Colburn, a Senior Outsourcing Consultant at CliftonLarsonAllen, on different ways accounting firms can build their own systematic client onboarding process while simultaneously growing their firm.   In this interview, Robert and I dive into: Two important steps in determining the ways to automate your client onboarding process… Read more »

How to Ditch Timesheets, Innovate Quickly, and Grow a Successful Accounting Practice

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

This week we’re excited to release our interview with Tim Shortsleeve, a partner at TYS LLP and the well known AICPA speaker on various workflow process improvements and overall tactics to building a successful accounting practice. In this interview, we cover: The 2 baby steps to take to try to implement change within your firm… Read more »

How To Get Ideal Accounting Clients Using a Bullsye Marketing Message

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

Nate Hagerty - PNG

This week we’re excited to announce our interview with Nate Hagerty, marketing expert and owner of Tax Pro Marketer. This interview is jam-packed with actionable insights and specific tactics on how you can (finally) build a marketing system that brings in (and nurtures) leads and help you actually get ideal accounting clients. In this interview,… Read more »

Defining Your Strategic Goals and Yearly Plan: The Dan Griffiths Interview

Posted by & filed under Growing Your Firm Podcast.

Dan griffifths cpa

This week we’re excited to release our latest interview with Dan Griffiths, Director of Strategic Planning at Tanner LLC. Prior to this role, Dan co-founded a consulting firm, Proficio Services Group, where he was focused on strategy and leadership. In addition, Dan has recently been recognized with the AICPA Outstanding Young CPA Award. In this episode,… Read more »

Applying Lean Six Sigma to Your Workflow: The Dustin Hostetler Interview

Posted by & filed under Growing Your Firm Podcast.

This week, we’re excited to release our latest interview with Dustin Hostetler, Previously the Principal at Flowtivity and current Director of Lean Six Sigma Consulting at Boomer Consulting. In this interview, we discuss: + How to apply lean six sigma to your firm or practice + The proper structure for reviewing and optimizing workflow and processes + Common workflow mistakes… Read more »