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 To Create A World Class Accounting Team

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

creating a world-class team

Kim Hornsby, Founder of Singletrack Bookkeeping, works entirely remotely. Yet, she’s cracked the code on creating a world-class team all without recruiting or needing an office. Singletrack serves mostly small businesses and found a niche with cloud-based accounting even getting clients interested in their own financials (a common problem for most firms…) In this episode… Read more »

How To Protect Your Accounting Firm From Cyber Attacks

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

protect your accounting firm from cyber attacks

Ken Pyle, 15-year vet in Information Technology (IT) and Partner at DFDR Consulting, can show you exactly how to protect your accounting firm from cyber attacks. A topic touched on for the first time on the podcast, as IT continues to develop and grow, tech isn’t the only thing that gets more sophisticated — cyber… Read more »

How Fixed Price Billing Can Increase Effeciency by 30%

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

fixed price billing

Jay Tompkins, Partner-in-Charge at MRZ CPAs, successfully implemented fixed price billing in his firm which increased efficiency 30%. Jay recognizes the trend to move towards value pricing. For many firms, it’s a daunting task to make a complete switch. He reveals: Most firms already implement a hybrid fixed price billing system, they just don’t discuss… Read more »

How To Become A Million Dollar Accounting Firm With Salim Omar

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

million dollar cpa firm

Salim Omar, best-selling author and owner of Straight Talk CPA, has a new book, Million Dollar CPA Firm. He’s stopped by the podcast to give a peek at some of the top secrets he’s learned in his 20 years as a Firm owner. He’s systematized his firm to the extent that clients will come in… Read more »

How To Massively Profit on Your Expertise

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

profit on your expertise

Seth David, founder and CEO of Nerd Enterprises for over 13 years, started out as an auditor before figuring out there is a major opportunity to profit on your expertise with training. He started his company with simple Craigslist ads. Now, he has grown a YouTube channel into 2.3 million views and recently reset his… Read more »

How to Handle the Top 4 Sales Objections & Close More Clients

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

sales objection

“If you had been in the art of closing deals and after 10 years heard a new sales objection, you didn’t listen properly” These were the wise words Martin Bissett heard as he worked to close more clients for his firm. Since then, Martin realized there is a massive need for CPA firms to learn… Read more »