How to Operate a 70+ Employee Accounting Firm

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

Managing a firm with less than ten staff is one thing, but management strategies must change as that firm grows . Mergers are especially tricky, as many organizational and operational items need to occur.  You’ll find yourself needing better organization, strategic planning, and perhaps even an executive committee to keep everything running in the right… Read more »

The Benefits of Having a CPA and An Accountant Working Under One Roof

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

Any business can be expected to have growing pains, and the faster your firm grows, the bigger those pains can be. This may include hiring new team members, onboarding experienced partners (who already have a specific way of doing things) and merging other firms with your own. Today, David chats with Kyle Walters, who is… Read more »

Building A High-Performance Recruiting System For Your Firm – Chuck Bauer’s 2nd Interview

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

Welcome back to the Growing Your Firm podcast and welcome back to Chuck Bauer. This is our second interview with him and we are grateful that he’s come back to talk more about how you can take your firm to the next level. In this interview, we talk about a program that he uses to… Read more »

Building A Strong Team From Hire – Renee Daggat from Admin Books

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

Whether you’re building an accounting firm or expanding your current team, you’ll probably find that hiring new team members can be a daunting task. We get it. You’re an accountant. You have clients to take care of, and your workflow can’t be put on hold for you to figure out the hiring process. On the… Read more »

Jetpack Interview with Veronica Wasek

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

Creating great workflow processes is great for making your firm more efficient and profitable. It can do much more than that, however. In our chat with Veronica Wasek, we learn how she’s using excellent workflow to grow her company and take on the caliber of clients she’s always dreamed of working with. The best part… Read more »

Streamline Your Firm to Run Without You with Ron Saharyan

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

Ron Saharyan is the co-founder and managing partner at Profit First Professionals. He came on the show today to talk about something called the Clockwork Strategy, which is all about process and workflow and automating your business, making it more scalable, hassle-free, and a better tangible asset. In this episode of the Growing Your Firm… Read more »

Time Blocking May Be The Best Productivity Tool You’re Not Using

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

Everyone has the same number of hours in the day, but not everyone uses them wisely. There are dozens of little mosquitoes buzzing around us to suck the time out of our days. When you start to transition to a managerial role or begin to scale up, these little distractions like long meetings and controlling… Read more »