How To Get Acquired in Under 36 Months with Blake Oliver

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

how to get acquired

Blake Oliver, once the CEO and Co-Founder of Cloudsourced Accounting, reveals how to get acquired in under 36 months based on his story. Blake actually wanted to be a professional cellist, and instead went on to sell his accounting firm. This is an interesting story you won’t want to miss. On this episode of the Growing… Read more »

How to Implement Strategic Growth & Marketing for Your Accounting Practice: The Sarah Johnson Dobek Interview

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

marketing for your accounting practice

Sarah Johnson Dobek, Founder and President of Inovautus Consulting, built her firm around marketing for your accounting practice. She works exclusively with CPAs and Accounting firms which is why we’re excited to get her insight to land new business. Some of what she recommends will be controversial, but make sure you listen to the end to… Read more »

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

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

This week, we’re excited to release our latest interview with Jeff Borschowa, thought leader and innovator behind DreamPractice. Too many accounting firms put their workflow on the backburner as they deal with the day-to-day things. Well, Jeff is going to show you how to do both. In this interview on the Growing Your Firm Podcast,… Read more »

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

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

onboard new clients

Signing the contract is only the beginning. Going through the process to onboard new clients is where the real money is, and Chad Davis from LiveCA will show you what to do. On top of that, Chad will also show you how his firm manages to stay profitable despite having an all-remote team. On this… 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 »

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 »

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

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

buying CPA firm

Wil Stunkel didn’t go the average route when trying to grow his accounting firm. He realized the opportunity of buying CPA firm (s) could be the fastest route to faster profits. And he believes it’s worked like mad! In this interview on the Growing Your Firm Podcast, David Cristello and Wil Stunkel cover: The first… Read more »