The #1 Place to Get Highly Qualified Referrals for Your Bookkeeping Firm

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

highly qualified referrals

Katie Lilly, Owner and President of Lillyfield Accounting Solutions, has grown her bookkeeping firm from herself to a band of seven in under two years. One of her powerful secrets is knowing where to get highly qualified referrals. Well, today, she will pull back the curtain on how she’s grown so fast (and expanding soon)…. Read more »

Hiring the Right Accounting Staff

Posted by & filed under Team Management.

When you understand what you need out of a new team member, it’s much easier to sift through candidates. For most firms, you live and die by who the recruiter brings through the door. You might get a few applications online, but you’re never sure if the candidate would be a good fit. Your vision,… Read more »

[Double Your Firm Book] Ch.2: Solving the Pricing Problems in Your Firm

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

pricing problems

Continuing with the theme we began last week, this week we will cover Chapter Two of our best-selling book, Double Your Accounting Firm. In this chapter, we will cover the pricing problems found in most accounting firms. What most firms will find is that when employees are incentivized to get more billable hours and not as much… Read more »

[Double Your Firm Book] Ch.1: Increasing Workflow Efficiency and Staff Capacity

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

workflow efficiency

We’re going to be doing something different in the coming weeks. We will be going through our best-selling book, Double Your Accounting Firm, which is available now on Amazon. Each week going forward, we will tackle a new chapter of the book. You will have the opportunity to listen to each chapter on the podcast for… Read more »

Recruiting and Retaining Top Accounting Talent

Posted by & filed under Team Management.

Recruiting and Retaining Top Accounting Talent This chapter preview comes from the Double Your Accounting Firm book  (Amazon) I’ve heard this story many times. Diana’s in the middle of building the “firm of the future.” She’s built a core team around herself. One day, her top accounting manager walks into her office, plops a resignation… Read more »

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 »