The Mindset of a Successful Owner & Partner: The Sandi Leyva Interview

Posted by & filed under Growing Your Firm Podcast.

This week, we’re excited to have Sandi Levya, President of Accountant’s Accelerator* on the show! (please note this post includes affiliate links) In this interview, we cover:   The 7 Surprisingly Simple Strategies to Seven Figure Freedom   How critical “mindset shifts” can help you engage more with your team     and clients   Powerful… Read more »

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

Posted by & filed under Growing Your Firm Podcast.

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 Accountant, Growing Your Firm Podcast, Growth.

software for accountants

Randy Johnston, Executive Vice President at K2 Enterprises and Owner, knows how to tackle software for accountants and their firms. We’re in a special time in the industry when technology is advancing at a fast pace. Let’s unpack it. In this episode of the Growing Your Firm Podcast, David Cristello and Randy Johnston discuss:  How Accounting… 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, Growth.

working abroad

Josh Zweig wanted be working abroad on accounting while in Tel Aviv. His old firm said “no.” So he built his own firm. Now, his company has grown to dozens of employees after going from 2-10 employees in 1 year.  On this episode of the Growing Your Firm Podcast, David Cristello and Josh Zweig discuss: In this interview,… Read more »

Delivering Value Driven Service & Value Billing: The Ed Kless Interview

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

value billing

Ed Kless reveals how to do value billing. Ditch the time sheets, frustrated clients and employees, and make more profits. Ed Kless has many titles — 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… 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 »