Managing Employees Doesn’t Have to Be a CPA’s Worst Nightmare

Posted by & filed under Team Management.

Managing Employees

According to INSIDE Public Accounting 2017 National Benchmarking Report, professional staff turnover is down in firms of all sizes, with a national average of 12.4%. That’s down from the previous year’s numbers, where the largest firms averaged 17.2%, and one in five experienced turnover rates above 20%. So, what’s different? It seems as though accounting… Read more »

Recruiting Expert Reveals How to Attract 50X More Qualified Job Applicants

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

more qualified job applicants

Jeff Phillips, founder of Accountingfly and publisher at accounting blog, Going Concern, has been in the recruiting business for over 20 years. He’s about to reveal how to attract 50X more qualified job applicants. Because, in today’s firm, keeping your best staff is harder than ever before. Demand exceeds supply causing turnover issues. In this… Read more »

How to Retain Millennial Accountants in Today’s Firms

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

retain millennial accountants

Deb Defer, the Managing Director of Business Services and Outsourcing at BDO, sees how hard it is to retain millennial accountants in today’s fast pace society. The older generation blames the millennials, millennials blame the older generation. It’s a back-and-forth battle that may not end for another decade or two. Deb isn’t here to make… Read more »

How This CPA Owner Earned an “Extra Week of Vacation” with One Tool

Posted by & filed under Accountant, Bookkeeper, Product Updates, Team Management, Workflow Excellence.

jetpack workflow

I don’t normally do this… But, recently, I got on the phone with a new user of Jetpack Workflow. His name is Tom Kneeland, he is the Founder and President of Kneeland CPA. After speaking with him…I realized he managed to squeeze out an “extra week of vacation” using Jetpack Workflow. Let me explain. Tom’s… Read more »

How to Sell Your Accounting Firm for 7-Figures and Beyond

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

how to sell your accounting firm

Brannon Poe, Founder of Poe Group Advisors and author of “Accountant’s Flightplan,” reveals how to sell your accounting firm for 7-figures. He’ll also touch on what to look for when buying a firm if you’re looking to level up. Most of Brannon’s clients are in the latter group as firms seek to accelerate their growth…. Read more »

How to Go From Working 100 Hours/Week to 40/Week During Tax Season

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

tax season

Orin Wilson, CPA and CMA, joins us on the podcast to discuss severely cutting down his working hours during tax season. He claims he chopped his week from 100 hours/week to 40 hours/week. That’s a massive claim, so David’s going to pry out his secrets. In this episode of the Growing Your Firm Podcast, David… Read more »

One Quick Trick Could Stop Accounting Firm Hackers For Good

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

accounting firm hackers

Byron Patrick, Managing Director of Network Alliance, knows how to stop accounting firm hackers from breaching your information (and your clients). Unfortunately, most accounting firms feel they’re invincible and don’t take the necessary precautions. That’s why we brought Byron onto the podcast. On this episode of the Growing Your Firm Podcast, David Cristello and Byron… Read more »

3 Steps To Take Your Accounting Firm To The Next Level

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

Adi Klevit, co-founder of Business Success Consulting Group, has one job…to take your business to the next level. She does this by applying her 20 years of small-to-medium size knowledge to help you achieve maximum results. If you’re at a point in your firm where you’re wondering: “Okay, what’s the best step forward to grow?” Adi… Read more »

How To Create The Perfect Accounting Firm

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

perfect accounting firm

  It wasn’t hard to find a reason to bring back author, accounting firm consultant, international speaker, and futuristic firm guru Rob Nixon back on the podcast to show you how to build the perfect accounting firm. You can find our prior interview with Rob here in order to hear more about his background. This… Read more »