How To Build a Better Workflow for Your Accounting Practice: The Jeff Borcshowa Interview

Posted by & filed under Growing Your Firm Podcast.

This week, we’re excited to release our latest interview with Jeff Borschowa, thought leader and innovator behind DreamPractice. In this interview, we cover how to build an efficient accounting practice as well as: A quick way to pick up and track competitive intelligence among your competitors How to build out operational efficiency and practice workflow… Read more »

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

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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.

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.

This week, we’re excited to dive into the latest Growing Your Firm Podcast interview with Josh Zweig, Parter at LiveCA         In this interview, we 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 traveling and much… Read more »

Delivering Value Driven Service & Pricing: The Ed Kless Interview

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

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 »

On Being an Entrepreneurial Accountant: The Adrian Simmons Interview

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

entrepreneurial accountant

This week, we’re excited to have Adrian Simmons on the show. Adrian is the Chief Creative Designer at David G Simmons CPA, Practicing Fellow at VeraSage, and Director of the Lab at Thriveal Laboratory. He prides himself on being an entrepreneurial accountant. And you can tell with everything he’s involved in! In this episode of… Read more »

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

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

sellable accounting firm

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 »

Creating 5 Star Service & Scaling Excellence: The Angie Grissom Interview

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

5 star service

Angie Grissom, President of the Rainmaker Companies, knows what it takes to deliver 5 star service. (And it’s not in the way you might think). Not only does Angie’s company help partners and owners “make it rain” with new clients…she consults on delivering incredible service, which leads to more growth. Funny enough, growth may not… Read more »