Hiring the Right Accounting Staff

Posted by & filed under Team Management.

Hiring the right accounting staff

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 »

Why Billing By The Hour Is Bad

Posted by & filed under Accountant.

Why Tracking Billable Time Is the Roadblock to Financial Success in Accounting

Times, they are a-changin’. Actually, they’ve been a-changin’ for some time, now. Many other industries have caught up, but the accounting and finance world, surprisingly, has been slow to evolve. Time-based billing has been the dominant billing method for accounting firms for years, and firms are slow to give up this process. But an ever-increasing… Read more »

How To Add Consulting Services To Your Accounting Firm

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

consulting profit center

Joey Brannon, Founder of the Consulting CPA, sold the tax and accounting arm of his accounting firm to jettison into solely a consulting profit center. Most firms “rest on their laurels” and stay in their comfort zone with just doing compliance work and keeping clients at an “arm’s length.” Joey saw the opportunity to move… Read more »

How To Build 2 Accounting Firms At Once

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

building multiple accounting companies

Michael Ly, founder of Burlington CFO and Reconciled It, knows the secrets to growing fast and building multiple accounting companies. After just a couple years of starting his CFO consulting practice, he swiftly opened his bookkeeping firm. What he found out after working with his initial client base was they struggled with hiring and maintaining… 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 Grow 1500% By Automating Your Accounting Firm

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

automate your firm

Heather Pranitis isn’t just your average bookkeeper. She brings unique knowledge to the table to automate your accounting firm. She believes you should figure out how to make processes go much smoother and quicker even if you spend a few extra dollars to do so. In accounting, so much attention is spent on “how much… Read more »

Retain Top Talent with a Better Work-Life Balance Program Within Your Firm

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

Chet Buchman's photo

In today’s new episode of Growing Your Firm podcast, we sat down with Chet Buchman, Managing Partner at Swindoll, Janzen, Hawk & Loyd,CPA and discussed the importance of a work-life balance, especially during the busy season, and has actually followed through with implementing and supporting this way of working.  [images style=”1″ image=”http%3A%2F%2Fjetpackworkflow.com%2Fwp-content%2Fuploads%2F2016%2F05%2FChet-Buchman.png” width=”1200″ align=”center” top_margin=”0″… Read more »

Best CRM for Accountants

Posted by & filed under Misc.

Finding a good CRM for accountants (or accounting firms) can be challenging. Fortunately, there are a few ‘best practices’ for getting and finding the best CRM for your firm. Why CRM?  CRM, or Client Relationship Management, is often geared towards helping salespeople better track their leads and prospects. For many accountants and accounting firms, this is NOT… Read more »