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This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients. On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap. This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkee ...
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Margin Maximizers

Resonance Media Agency

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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach.
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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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Beyond the Belt

hosted by.....Michael Whalen

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A construction and building trades podcast. Discussing the opportunities and challenges that are involved in working in the construction industry that goes beyond doing the physical work.
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Grant Thornton is the brand for two professional services entities: Grant Thornton LLP, a licensed, certified public accounting firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With revenues of $2.4 billion for the fiscal year that ended July 31, 2023, and almost 50 offices nationwide, Grant Thornton represents a community of almost 10,000 problem ...
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Money Minute

Marguerita Cheng

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Money Minute, hosted by Marguerita Cheng, is a podcast dedicated to financial education and advice. Margarita, a certified financial planner and investment advisor, will use her experience to help listeners make the best financial decisions and understand the world of finance. Each episode of Money Minute will cover topics such as the financial advice profession, personal relationships with money, and how to make smart financial choices. Margarita's mission is to bring transparency to the fi ...
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show series
 
Is pricing your advisory services a struggle? In this episode, Adam interviews Shahrooz Niknami from Aco Tech Group about how he prices and packages his CFO advisory services. Niknami shares his evolution from hourly billing nightmares to profitable fixed-fee pricing models. You'll learn why hourly rates often lead to client disputes and leave mone…
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind 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 account…
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In this episode of "Escaping The Accountant's Trap," host Adam Lean interviews Geraldine Carter, an expert in helping accountants and CPAs boost their profitability without working more hours. Geraldine shares invaluable insights on how to offer advisory services and make more money as an accountant or bookkeeper. She emphasizes the importance of u…
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In Part 2 of the Margin Maximizers industry focus episodes we look at three more areas that the team will focus on. Construction, Manufacturing and Agriculture. If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au…
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Running and growing your accounting practice can feel like a lot –– and maybe sometimes a hair more than you care to manage. Yet, how to change, what to change, and in what order to change things can be far from obvious. In this conversation…
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Struggling to find work-life balance as an accountant or bookkeeper? In this episode of the "Escaping The Accountant's Trap" podcast, host Adam Lean from The CFO Project interviews productivity expert Marcey Rader. She shares practical tips on how to prioritize tasks, batch work, and manage your calendar so you can offer advisory CFO services to cl…
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Working more hours than you want can be a tough place to be. A place that you want to get out of as fast as possible. It would make sense to think that hiring someone to handle the excess work is the solution. I want to show you why hiring m…
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Paul started Method, an entirely customizable platform for small businesses that want to simplify their unique way of working. Method is best known for its flagship product, Method:CRM. Paul believes that building small business software with one-size-fits-all mentality is lazy and outdated. This firm belief, paired with his experience as a self-ta…
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In the latest episode of Margin Maximizers, Karen and Soonah explain the first three Industries they aim to focus on and why they chose those industries. This is a two-part episode; next week, we will look at the next three, but today, we will look at E-Commerce, Engineering, and Trade Services. If you think your business could use the help of the …
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind 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? Sh…
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Are you an accountant, CPA, or bookkeeper looking to make more money by offering advisory services? In this episode of Escaping The Accountant's Trap, Adam Lean interviews Katie Ferro, founder of the "Profits and Prosecco" movement. Katie shares her journey from corporate accounting to building a thriving bookkeeping and advisory business. You'll l…
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What exactly does it mean to offer CFO advisory services to clients? Many accountants and bookkeepers hear they should provide advisory but aren't sure what that entails. In this episode, Adam and his guest demystify the CFO advisor role. You'll learn the key difference between bookkeeping, tax compliance, and true advisory work. Discover why busin…
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One of the most important skills we need to have when doing a remodeling project in someone's home is providing exceptional customer service! We can have great technical skills in the trade, but if the client is having a terrible experience, then it's not a success. Beyond the Belt with Mike Whalen. mwhalen1823 (IG) Sawblade74@hotmail.com…
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind 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 t…
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Join Soonah and Karen as they uncover businesses' most frequent financial mistakes. They discuss the importance of proper training, effective systems, and a culture encouraging questions. Hear amusing stories like the "Spock theory" and timesheet troubles, and get practical tips to safeguard your business. Plus, learn from their personal experience…
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Are you wondering what motivates business owners to bring on a CFO or advisor for their company? This insightful episode of The CFO Project podcast dives into the key reasons entrepreneurs decide to hire fractional CFO services. Host Adam Lean picks the brain of an experienced CFO advisor who has recently won several new client engagements. You'll …
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind 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. … He…
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Looking to attract more bookkeeping and advisory clients through an online presence? In this episode of The CFO Project podcast, host Adam Lean picks the brain of KJ Johnson, known as the "Bookkeeping Side Hustle Kate." KJ shares her inspiring story of building a successful firm by leveraging video content on YouTube. You'll hear her practical tips…
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind 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 yo…
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Want to learn how to effectively price your services based on value rather than hourly rates? In this episode of The CFO Project podcast, host Adam Lean picks the brain of value pricing expert Mark Wickersham. Mark shares his invaluable insights on communicating the value of services like bookkeeping to clients, determining pricing for advisory off…
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Are you looking to move your accounting firm beyond compliance work and drive more value for clients? In this episode of The CFO Project podcast, host Adam Lean discusses strategies for successfully adding advisory services alongside tax and bookkeeping offerings. Adam is joined by Tim Woodward of Blend Health, who recently made the leap into provi…
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind 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, Mexi…
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Are you spending too much time on manual data entry and repetitive tasks in your accounting firm? In this episode, our hosts discuss how leveraging the right automation tools can free up your time to focus on higher-value advisory services. They provide practical advice on evaluating which processes to automate first by identifying where you're spe…
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In episode two of Margin Maximizers, we unpack the user experience for new clients. A good and thorough onboarding process is essential to achieving positive outcomes; Soonah and Karen talk us through what their individual roles look like for new clients. If you think your business could use the help of the Margin Maximizers team, reach out to the …
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind 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 fo…
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Are you struggling to decide if you should niche down your accounting services or keep a broad focus? In this episode, the hosts dive into the pros and cons of niching from the perspective of experienced accountants and CFOs. They discuss how you can start out taking any clients when first building your business, then eventually niche into your ide…
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In the first episode of the Margin Maximizers Podcast, we meet our two stars, Karen and Soonah, and discuss exactly what their new business venture is and the difference they can make to your business. With decades of experience in business, primarily in the finance aspect of SMEs, Karen and Soonah bring a fresh approach to managing your business's…
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind 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.…
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind 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…
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind 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 stan…
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind I used to think I needed more time. If I just had more time, I could solve so many more problems. But thinking that way never solved enough problems to give me more time. Instead, I maintained a status quo of “never having enough time.” You …
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind If you think working only 15 hours per week, taking home almost $200K in Total Owner Benefit, and living stress-free while enjoying your business seems: Insane Impossible The Promised Land Check out Erica Goode, CPA’s playbook for getting it…
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Accountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many questions related to hiri…
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