How to Choose Between the 750 Accounting Applications for Your Firm

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

accounting applications

Heather Smith is the founder of a cloud solutions practice and author of 9 books. She’s made it her mission to’educate accountants and in turn their clients about the cloud ecosystem and choosing between the 750 accounting apps out there. She knows all the tips and tricks to making sure you pick the right application… Read more »

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 »

[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 »

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 Build a Team that Fuels Firm Growth: The Sandra Wiley Interview

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

firm growth

Sandra Wiley, COO of the Boomer Consulting Group, believes investing and fostering human capital is the little-known key to firm growth. Few talk about human capital and most owners find it a nuisance. After today, you won’t. In fact, you’ll want more of it. In this episode of the Growing Your Firm Podcast, David Cristello… Read more »

How to Add 7 Figure Wealth Management Services & Avoid Client “Comparison Shopping”: The Chris Ragain Interview

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

wealth management

Chris Ragain,  Managing Director of Ragain Financial and Founder of LedgerSync, built his own firm and wealth management practice from the ground up. He realized at a young age he needed to start his own firm, and you’ll hear exactly how he built his firm and wealth management practice. In this episode of the Growing Your Firm… Read more »

Building an All Star Team & Culture: The Stephen King Interview

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

building an all star team

Stephen King, CEO of GrowthForce, probably spends as much time working on accounting as he does building an all star team. Stephen’s started out at Ernst & Young before founding a startup where he raised $43 million. Now, he’s built GrowthForce, an outsourced accounting company. He’s been so successful because of his talent of building… Read more »