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

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

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 »

Are You Not Charging Enough For Your Accounting Services? Find Out Here.

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

charging enough for your accounting services

  Mark Wickersham, best-selling author and Founder of Pricing Secrets, spends his time helping CPAs and accounting professionals like yourself make sure you are charging enough for your accounting services. 90% of accounting professionals do not, Mark believes. That’s going to change today. In this episode of Growing Your Firm Podcast, David Cristello and Mark… Read more »

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

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

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

Top Growing Your Firm Interviews from 2014

Posted by & filed under Growing Your Firm Podcast.

Are you ready to catapult your growth in 2015? With this in mind, we put together our most downloaded interviews from Growing Your Firm Podcast. Throughout 2014, we’ve been blessed to have interviewed some of the top practitioners, authors, consultants, and thought leaders in the Accounting Profession. Below are the top interviews (based on number… Read more »

The Future of the Accounting Industry? Our Interview with AccountingWeb & GoingConcern Caleb Newquist

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

This week we’re to release our interview Caleb Newquist, Editor in Chief at Sift Media US, which runs industry leading websites such as AccountingWEB and GoingConcern. In this interview, we cover: Trends in Accounting and what’s in store for 2015 How succession planning is changing the industry Future opportunities in the industry and much more!… Read more »

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

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

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.

value based billing

Jason Blumer, Chief Innovation Officer at Blumer and Associates and Founder of Thriveal CPA’s, helps build entrepreneurial firms practicing value based billing. It’s no surprise from his picture, Jason packs a great personality in his work. I was excited we could bring him on, and it was worth it. On this episode of the Growing Your… 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.

wealth management

Chris Ragain,  Managing Director of Ragain Financial and Founder of LedgerSync, built his own firm and wealth management practice from the ground up. He realized at a young age he needed to start his own firm, and you’ll hear exactly how he built his firm and wealth management practice. In this episode of the Growing Your Firm… Read more »