Mastering Workflow for Accountants and CPA’s: The Damien Greathead Interview

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

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This week we’re excited to announce our interview with Damien Greathead, VP of Business Development at Receipt Bank and previous Director of Operations at the 2020 Group USA. In this interview, we cover mastering workflow for accountants. Here is what we dive into: + The biggest mistakes Firms make when defining workflow + How to mind map and… Read more »

How to move into Value Based Billing, Going Paperless, and “Flat” CPA Firms? The Jason Blumer Interview

Posted by & filed under Growing Your Firm Podcast.

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This week we’re excited to announce our interview with Jason Blumer, Chief Innovation Officer at Blumer and Associates and Founder of Thriveal CPA’s In this interview, we cover: + How and why Jason moved away from the traditional firm model + How he implemented a paperless process in his firm + How he picked his niche… Read more »

How to Add 7 Figure Wealth Management Services & Avoid Client “Comparison Shopping”: The Chris Ragain Interview

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

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This week we’re excited to announce our interview with Chris Ragain, Managing Director of Ragain Financial and Founder of LedgerSync. This interview is jammed packed with insights on: How to niche down and build referral partners How defining a niche helped Chris transform his marketing dollars into real ROI How he’s been able to grow… Read more »

How to Launch and Scale Your Firm: The Ryan Watson Interview

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

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This week we’re excited to release our interview with Ryan Watson, Principle of Upsourced Accounting and Co-Founder of Sqrl. In this interview, we cover: + Why (and how) Ryan launched his firm, Upsourced Accounting + Early mistakes when landing his first clients + Major marketing mistakes he made early on + How they were able… Read more »

Building an All Star Team & Culture: The Stephen King Interview

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

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In this episode we had the privilege of interviewing Stephen King, CEO of GrowthForce This episode is jammed back with actionable insights on defining, building and growing your culture and empowering your team members. In this episode, we cover: The pillars of building a great culture  (and the questions you need to answer when doing… Read more »

How To Systemically Scale Your Firm: The Gale Crosley Interview

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

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Today’s guest is Gale Crosley, Founder of Crosley Company, who specialized in strategic, sustainable growing for ambitious accounting firms and their owners. In this interview, we go over: +  The difference between short term, tactical growth vs sustainable growth +  How to niche down and specialize to avoid commoditization and price battles +  How to… Read more »

Crafting Your Strategic Vision, Partner Relations & More: The August Aquila Interview

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

This week we’re excited to release our interview with August Aquila, a leading consultant who specializes in succession planning, mergers & acquisitions, compensation plan design, and general partnership issues.   We cover + Mistakes when crafting your strategic vision + How to handle partner relations + How to implement and manage change and innovation + and… Read more »

The Edward Mendlowitz Interview: How To Grow Your Accounting Firm, Manage Staff, & Much More

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

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This week we’re excited to present our interview with Edward Mendlowitz Ed Mendlowitz is the perfect example of someone who leads with the “advisor” mentality, and has built, sold, and successfully acquired firms. He is currently a partner at WithumSmith+Brown, has over 50 years of experience in the industry, has written 16 books (and counting!), hundreds of… Read more »