How to Onboard New Clients & Manage a Remote Team : The Chad Davis Interview

Posted by & filed under Growing Your Firm Podcast.

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This week we’re excited to release our latest growing your firm interview with Chad Davis, Partner at LiveCA. In this interview, we cover: Chad’s dream profit margin, but why he’s not obsessed with getting there How they manage a remote team through unique metrics (such as “mushy points”) and more How they created a world-class onboarding… Read more »

Finding the Right Software for Accountants: The Randy Johnston Interview

Posted by & filed under Growing Your Firm Podcast.

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This week we’re excited to release our interview with Randy Johnston, Executive Vice President at K2 Enterprises and Owner, K2 Enterprises In this interview, we discuss:  How Accounting firms should think about software and technology implementation  How to review and understand which application will fit your firm  Common mistakes owners make when reviewing their technology stack… Read more »

How He Grew from 2-10 Employees in 1 Year…While Working Abroad. The Josh Zweig Interview

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

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This we’re excited to dive back into the next of Growing Your Firm Podcast with our latest interview with Josh Zweig, Parter at LiveCA         In this interview, cover: How Josh found his business partner and why they joined forces How he prices his services and streamline How we manages his team while… Read more »

Delivering Value Driven Service & Pricing: The Ed Kless Interview

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

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This week we’re excited to release our interview with Ed Kless, Senior Fellow at VeraSage, Senior Director, Partner Development and Strategy at Sage, and co-host at the Soul of Enterprise We Cover: Difference between duration and effort (and which one is more important to the client The new KPI’s for the Modern Accounting Firm Why Ed… Read more »

How To Create a Sellable Accounting Firm: The Sandi Holst Interview

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

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We are excited to release our interview with Sandi Holst, the President of Fiscal Integrity Group.  In this interview, we dive into how to gain clients rapidly through referrals and how to create an instant “WOW” factor that allows you to create a sellable accounting firm. In this interview, we chat with Sandi Holst on… Read more »

Fire Clients & Grow Your Practice: Our Interview with Mark Wickersham

Posted by & filed under Growing Your Firm Podcast.

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This week we’re excited to have Mark Wickersham on the show. In this episode, we cover… Why the 70% capacity milestone was destroying Mark’s profitability Why working on your practice is (more) important than working in it (systems, strategy, and the team) Why the billable hour was trapping Mark’s growth His approach to creating systems… Read more »

Buying a CPA Firm or Accounting Practice? Inside interview with Wil Stunkel

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

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This week we’re excited to release our with Wil Stunkel, founder of Stunkel Tax & Accounting. In 2014, Wil acquired a practice, and in this interview, we dive his experience and lessons learned. In this interview, we cover: The first step you need to take when thinking about buying a practice How think through the… Read more »