Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
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For experts who want to make more and work less without hiring.
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The Recognized Authority: The Podcast that Guides Invisible Experts on the Journey to Becoming a Recognized Authority in Your Field Seeking to grow your audience, attract better clients, and make a bigger impact with your expertise? Look no further than "The Recognized Authority" podcast. Hosted by Alastair McDermott, this show features in-depth interviews with top consultants, coaches, and thought leaders who share practical, actionable insights on building a thriving independent business. ...
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
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Accounting High is the premier practice management podcast for tax and accounting firms. Join us for some fun and oftentimes colorful conversations about the accounting and tax industry. We are the next generation of accounting professionals questioning the state of the accounting profession.
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Chad T. Jenkins: Transforming Traditional Businesses into Lucrative Ventures
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we have the pleasure of hosting Chad T. Jenkins, a lifelong entrepreneur and visionary known for reshaping businesses to deliver remarkable returns. Chad introduces his innovative FILM methodology, which stands for Friction, Identification, Leverage, and Market. He coaches …
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304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
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Melissa Downs, EA completed two rounds of Down to 40 Hours and one round of Down to 25 Hours. A year ago, she was caught in the hustle and grind. Now, she works 15 hours a week and is testing out what it feels like to coast. Want numbers? She cut 70% of her client load, works 73% fewer hours, and kept her take-home pay the same. Find out how in thi…
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Eden Vidal - Productizing Design Sprints and Converting The Hourly
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Co-founder and Head of Design at Under, Eden Vidal, joined me on Ditching Hourly to talk about productizing design sprints, optimizing your business to suit your personality, and convincing contractors to ditch hourly billing. Eden's Links: https://edenvidal.com/ https://weareunder.design/ https://www.linkedin.com/in/edenvidal/ AI Summary: Eden Vid…
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214 Grow and Scale Your Tax Practice OR Have More Freedom and Fun? (feat. Yuri Kapilovich, CPA)
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Episode 214FACULTY: Yuri Kapilovich, CPACLASS: #ShoperationsIn this episode of Accounting High, Scott interviews Yuri Kapilovich, the 'Fun CPA,' to discuss his non-traditional approach to running a CPA practice. They explore Yuri's career journey from numerous CPA firms to his own practice, emphasizing his pursuit of individual tax over corporate t…
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Scott Whitaker: Transforming Clients into Members for Business Retention and Growth
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we welcome Scott Whitaker, Founder of Membership Multipliers, to discuss the art of transforming clients into members for enhanced business retention and growth. Scott brings his expertise in helping coaches and membership businesses scale their offerings, generating substa…
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303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project
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I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, an…
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Sam Browne - Growing Your Audience on LinkedIn
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Sam Browne, lifestyle entrepreneur and LinkedIn expert with more than 100k followers joined me on Ditching Hourly to share his insights on growing your audience on LinkedIn. Sam’s Links: LinkedIn: https://www.linkedin.com/in/sam-browne/ Gumroad: https://sambrowne.gumroad.com/ Takeaways Know what you want to be known for on LinkedIn and focus on edu…
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213 Compliance Complexities of Cannabis Accounting (feat. Naomi Granger, CPA)
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Episode 213 FACULTY: Naomi Granger, CPA CLASS: #TheGuide In this episode of Accounting High, Scotty interviews Naomi Granger, CPA, founder of The National Association of Cannabis Accounting and Tax Professionals (NACAT) and the historic co-founder of Dope CFO. Naomi shares her journey from traditional corporate accounting to the niche field of cann…
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Kristen Ricupero: How Your Mindset Plays a Critical Influence to Your Business Growth
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we are joined by Kristen Ricupero, a seasoned business and personal financial coach. Kristen delves into the critical role mindset plays in business growth. With her extensive experience in helping small business owners and entrepreneurs, Kristen shares how your mind can ei…
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302 Permission to Travel Your Own Path with Shana Cooper, CPA
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For the listener who feels the tension between the path he’s on and the one he really wants to be on, I talk with Masterminder Shana Cooper, CPA about giving yourself permission to travel your own path. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients wh…
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212 Timeless Accounting Strategies: Exit Daily Ops with High Profit Margins (feat. Reza Hooda, FCA)
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Episode 212 FACULTY: Reza Hooda, FCA CLASS: #Shoperations In this podcast episode, Scotty interviews Reza Hooda, FCA, founder of Capture Accounting and mentor at The Profitable Accountants Community. They dive deep into innovative accounting practices, focusing on results over timesheets. Reza shares his journey from implementing traditional timesh…
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Seth Fineberg: Revolutionizing Accounting: Essential Changes for Progress
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are excited to welcome Seth Fineberg, an esteemed accounting industry consultant and content strategist, to discuss "Revolutionizing Accounting: Essential Changes for Progress." With over three decades of experience in journalism and content creation, Seth brings a wealt…
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301 The Four Factors that Drive CPA Firm Multiples with Todd Steinberg
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37:59
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Are you considering selling in a few years and wondering where to focus? My guest, Todd Steinberg, President of Thrive Financial Group, discusses how client mix, profitability, location, and transition assistance impact sales multiples. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting f…
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Season 2 Finale: Adapting to AI Revolution
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Are you a thought leader grappling with how to adapt to the rise of AI? In this episode, The Recognized Authority podcast host Alastair McDermott sits down with co-host Alistair McBride to discus a pivotal shift. They discuss The urgent need for AI literacy among experts and leaders Navigating AI's productivity benefits vs credibility risks Ethical…
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211 You Will Be Replaced by Ai Machine with No Soul (feat. Andrew Lassise)
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Episode 211 FACULTY: Andrew Lassise CLASS: #TechTime In this podcast episode, Scotty interviews Andrew Lassise, the founder of Tech 4 Accountants, now integrated with Rightworks. Andrew shares his journey through the tech industry, focusing on IT solutions for accountants and the integration of AI in business operations. Andrew discusses his person…
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Kiné Corder: Mastering Money, Emotions, and Mentality for Advisors
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we welcome Kiné Corder, the leading National Certified Counselor specializing in Performance Financial Hypnotherapy. Kiné delves into the reasons why clients often get stuck or lose focus on their financial goals. She explains that emotional factors and deep-seated money be…
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300 Making Your Dream of Working Fewer Hours Attainable
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What to think about (and what not to think!) to bring your hours down off the shelf of “wouldn’t that be dreamy” and make what you want a reality. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value y…
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Kevin Freidberg - Need a Website? Start with Email
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Long-time friend-of-the-show Kevin Freidberg joined me on Ditching Hourly to share how he helps freelancers and consultants create effective websites by starting with email conversations. Kevin's Links: https://marketyourselffirst.com/ AI-Generated Info: Summary Kevin Friedberg shares his approach to helping freelancers and consultants create effec…
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Build Your Authority Platform: Top Advice from 150+ Experts to Build Authority and Become an Industry Leader
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Are you struggling to establish yourself as an authority in your niche? Discover the proven strategies used by over 150 bestselling authors, thought leaders and industry experts. In this insightful episode of The Recognized Authority podcast, host Alastair McDermott is joined by his friend Alistair McBride to reveal the top advice for building auth…
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210 $10M Firm Ascending New Heights, Implementing EOS, Offering CAS, and backed by Private Equity! (feat. Steven Hoffman, CEO)
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Episode 210 FACULTY: Steven Hoffman, CEO CLASS: #Shoperations In this podcast episode, Scotty interviews Steven Hoffman, CEO of OnPoint Tax Accounting, They discuss leveraging an uncredentialed C-Suite and moving away from the traditional partner model. The conversation covers OnPointe's mergers and acquisitions, the role of private equity in the i…
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Brandy Derrick: The Journey to an Award-Winning Virtual Bookkeeping Firm
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Show Summary In today’s episode of the Grow My Accounting Practice Podcast, we welcome Brandy Derrick, a Certified Digital Bookkeeper and the owner of Legal Ease Bookkeeping. Brandy shares her insights on the concept of Masterminds, explaining what they are and how they can be a powerful tool for professional growth. A Mastermind is essentially a g…
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Positioning Yourself as the Go-To Expert in Your Niche [Listener Question]
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Are you struggling to position yourself as an authority in your industry? Do you feel overshadowed by more established peers and competitors? If you want to attract high-value clients and truly showcase your expertise, this episode of The Recognized Authority podcast is a must-listen. Host Alastair McDermott tackles a listener question from Mark, a…
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209 Grow Your Free Time and get Down to 40 Hours: A Roadmap to End Overworking (feat. Geraldine Carter)
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Episode 209 FACULTY: Geraldine Carter CLASS: #TheGuide In this episode, Scott interviews Geraldine Carter, author of "Down to 40 Hours: A Roadmap for CPAs to Permanently End Overworking." Join us in the guidance counselor’s office for a book report exploring the philosophy of working less. We’re talking changing mindsets within the accounting indus…
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Marcel Petitpas: How To Measure and Improve Financial Profitability
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are joined by Marcel Petitpas, CEO & Co-Founder of Parakeeto, and head strategic coach at SaaS Academy by Dan Martell. Marcel brings a wealth of knowledge and expertise in helping agencies measure and improve their profitability through streamlined operations and reporti…
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299 [Hire Well] Leveraging Near-Shore Talent in Guadalajara with Kristen Keats, CPA
27:43
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As part of the [Hire Well] series, I talk with Kristen Keats, founder of founder of Breakaway Bookkeeping & Advising, owner of Sherwood Tax & Accounting, founder and client of Cadencia, about how to use near-shore talent in Guadalajara, Mexico, to build a team that works smoothly together. … Hey CPA firm owner, glad you found the podcast. If you fe…
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This Unexpected YouTube Strategy Made $300K in ONE MONTH!
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What unexpected YouTube strategy could potentially earn you as much as $300K in just one month? In this episode of The Recognized Authority, host Alastair McDermott talks to Cyan Cooper about his counterintuitive strategy for generating massive revenue on the platform. Instead of narrowly targeting his client's niche, Cyan intentionally made videos…
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208 $6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! (feat. Jason Ackerman, CPA)
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Episode 208 the Sons of CPAs are back baby!!! FACULTY: Jason Ackerman, CPA CLASS: #Shoperations In this episode, Scotty brings back his Sons of CPAs founding co-host, the Accounting High Lunch Lady, and CPA at BNA CPAs & Advisors, Jason Ackerman. They discuss the state of Jason’s firm and what the operations look like. They also discuss building a …
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Geraldine Carter: How CPAs Can Get Down to 40 Hours
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Show Summary In this episode, Geraldine Carter, an expert coach for CPAs, shares six common characteristics of successful clients. Firstly, they prioritize creating value for their services, ensuring profitability and client satisfaction. They also excel at pricing effectively, delivering services efficiently, and maintaining a clear mindset. Addit…
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298 3 Key Factors Driving Sales Multiples with Brannon Poe, CPA
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I get an update from Brannon Poe, CPA, on the marketplace, what’s driving multiples, and how P/E is impacting the space. We also discuss strategies and considerations for selling to an internal staff member. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clien…
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AI Beyond the Hype: 5 Practical Tips for Leveraging AI in Your Business
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Are you overwhelmed by the hype surrounding AI? Do you struggle when it comes to figuring out the practical applications of AI in business? In this insightful solo episode of The Recognized Authority podcast, Alastair McDermott delivers a presentation to a group of business leaders, simplifying the principles ofAI and providing actionable strategie…
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207 Starting a Podcast and Attracting Clients that Pay $6,000/mo! (feat. Shannon Weinstein, CPA)
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Episode 207 FACULTY: Shannon Weinstein, CPA CLASS: #SocialStudies In this episode, Scott interviews Shannon Weinstein, CPA, the Host of the Keep What You Earn podcast. Shannon shares her journey of starting her own practice, leveraging Instagram as a brand-building tool, early growth experiences, transitioning from an order taker to a menu creator,…
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Billie Anne Grigg: Insider Access Look on Profit First Professionals
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we were thrilled to welcome Billie Anne Grigg, Lead Technical Guide at Profit First Professionals. Billie Anne's journey with Profit First began as a business owner utilizing Profit First services before joining the team. Her dedication and impact have been instrumental in …
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Coaching Call with Residential Architect Jason Comer
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Residential architect Jason Comer joined me on Ditching Hourly to brainstorm how he might migrate from commodity labor to productized leverage with his expertise in home design. Even if you're not an architect, I think you'll find the discussion useful. Jason’s Website: https://www.jasoncomerarchitect.com/ ---- Do you have questions about how to im…
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What’s most important to focus on – and where do you not need to focus – in order to make the most progress toward your goals in your accounting practice? I see nine common characteristics among the accountants who’ve made the most progress. Know what they are so you can use your time wisely and not get pulled away by tempting, shiny objects. … Hey…
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The Expert's Guide to Standing Out with Compelling Video
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Are you an expert struggling to stand out in a crowded market? Have you considered leveraging the power of video content but feel overwhelmed by the learning curve and technical demands? In this episode of The Recognized Authority, host Alastair McDermott chats with video production expert Juma Bannister to demystify the world of video and share ac…
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206 How to Find Success in the Big Apple as a Singing CPA (feat. Steven Zelin, CPA)
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Episode 206 FACULTY: Steven Zelin, the Singing CPA CLASS: #Shoperations In this episode, Scott interviews Steven Zelin, CPA, also known as The Singing CPA. Steven shares his journey, from becoming a CPA to pursuing his passion for singing, starting his own firm, client acquisition and niche development, peer review, the Steve Zelin Singing CPA bran…
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Wondering if Down to 40 Hours CPA Mastermind is right for you? It might be, if you're a single-owner or partner CPA who wants to work fewer hours without losing revenue. In this short episode, I answer: ✋ Who is it for? (Is it for me?) ✋ How does it work? ✋ What's the time commitment? ✋ What if I'm going on vacation? ✋ Is there a payment plan? ✋ Wh…
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Inna Korenzvit: Running a Successful Accounting Firm as a Family Business
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we had the pleasure of hosting Inna Korenzvit, an inspiring entrepreneur who embarked on a remarkable journey of returning to the workforce after 15 years of being a homemaker and raising a family. Inna shared her insightful experiences of founding and running her own busin…
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295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
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Many CPAs see the value in niching but find it difficult to get started. Sheila Hansen, CPA went from having a wide variety of clients to having a clear, narrow niche with clients whose challenges are consistent. Doing so has helped her standardize and systematize, save time, and increase prices by a factor of five. … Connect with Sheila: Website: …
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Jason Cohen - Why AI is Different, the Paradox of Niching Down, and Writing as Legacy
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WP Engine founder Jason Cohen joined me on Ditching Hourly to talk about why AI is different from other big tech advancements. We also discussed why niching down in a single ideal customer profile will bring you 10x more customers than you expect and how a regular writing practice makes the world a better place (and maybe even builds a legacy). Jas…
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