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Smart 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 smart 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. Smart Strategy for CPA's is the show for you!
A show about playing games and making games. Federico and Myke have long been thoughtful observers of the games industry, an industry Shahid has been a part of for over 30 years. Coupling this life-long love of games with a lifetime of experience makes Remaster a show you don’t want to miss. Hosted by Myke Hurley, Federico Viticci, and Shahid Kamal Ahmad.
Westside church of Christ
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122 The Pioneer of Value-Based Fees in the Consulting Profession, Alan Weiss, Ph.D.
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Today I speak with Alan Weiss, owner of Summit Consulting and author of more than 60 business books, including Value-Based Fees, Million Dollar Consulting, Fearless leadership, and more. What we cover: Value-pricing requires a wholesale shift in thinking. You have to do a 180 - from starting with your costs and building to some form of cost+, to st…
Series: N/A Service: Sunday (11 AM) Type: Sermon Speaker: Mark RobertsBy Mark Roberts
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Remaster
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94: What We're Playing, and Looking Forward
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We're all playing more games right now, what are they? Also, what are we looking forward to? Links and Show Notes: Support Remaster with a Relay FM Membership Marvel's Spider-Man: Miles Morales PS4 & PS5 Ghost of Tsushima - PS4 Games | PlayStation Call of Duty®: Black Ops - Cold War Call of Duty: Modern Warfare Remastered Remnant: From the Ashes Ar…
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121 Switching to Advisory Services using Profit First, with Rob Foncannon, CPA
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Today I speak with Rob Foncannon, owner of Foncannon Tax & Financial Services about how Profit First has impacted his business and his clients’ businesses. Rob talks about What Profit First is and what it’s not How it helps business owners become better stewards of their cash The effect it has on the business owner’s profitability Misconceptions an…
Series: The Sermon On The Mount Service: Sunday (11 AM) Type: Sermon Speaker: Mark RobertsBy Mark Roberts
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Smart Strategy for CPA's
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120 Cloud Accounting Technology and Software, with Blake Oliver
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Today I speak with Blake Oliver, co-host of the Cloud Accounting Podcast and Marketing Director at Jirav. What we cover: Where is accounting technology going? And what are the implications that you think accountants and CPAs are not seeing? How should CPAs and accountants differentiate themselves? What advice do you have for CPAs in e-commerce, giv…
Series: N/A Service: Sunday (11 AM) Type: Sermon Speaker: Jacob HudginsBy Jacob Hudgins
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Smart Strategy for CPA's
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119 The Traveling CPA: Around the world in 14 minutes
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CPAs and accountants worked crazy hours in 2020. The start of 2021 may be no different. Many CPAs, out of concern for their clients, logged extra hours for those clients, to understand PPP, EIDL, and other loan programs to help keep their clients’ businesses afloat. Many CPAs are exhausted. Some are excited. Most are in need of a break, and need to…
Series: N/A Service: Sunday (11 AM) Type: Sermon Speaker: Mark RobertsBy Mark Roberts
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Smart Strategy for CPA's
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118 Pent-Up, Flat-line, or Decrease: Anticipating 2021 Demand for Your Advisory Clients
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Today I share with you a way of looking at 2021 on your clients’ behalf. While exactly predicting the future is difficult, the year can be broken down into 3 main phases: hunkered-down, re-opening, and post-Covid. We are likely to be hunkered down through April, then May - September we will see continued business growth as things reopen, then Septe…
Series: N/A Service: Sunday (11 AM) Type: Sermon Speaker: Mark RobertsBy Mark Roberts
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Remaster
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93: Game of the Year, and Game of the Decade
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2020 has been an unprecedented year for gaming — which title took our top spot? It’s also the start of a new console generation — which game rules the previous one? Links and Show Notes: Support Remaster with a Relay FM Membership Animal Crossing: New Horizons Tony Hawk's Pro Skater 1 + 2 Hades Half-Life: Alyx Marvel's Spider-Man: Miles Morales Dem…
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117 Create Your 2021 Goals & Strategic Plan for Your CPA Firm
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Create a different 2021. It was a hard year. I suspect you don't want 2021 to be a recreation of 2020. But it's easy to get sucked under, and run on autopilot. It's easy to let your business run you, and dictate your day-to-day. It's ok (sort of), it happens to most of us. But if you want 2021 to be really different from 2020, now is the time to th…
Series: Beatitudes (2020) Service: Sunday (11 AM) Type: Sermon Speaker: Mark RobertsBy Mark Roberts
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Smart Strategy for CPA's
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116 From Hourly Billing to Flat Rate for Cares Act Documentation
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My guest today is Erica Goode. Erica is a freelance finance professional, working with a small handful of clients, focusing on financial forecasts while staying out of tax as much as possible. Many CPAs choose hourly billing when they don’t know how long it will take. This pricing methodology - if it can be called that - leaves your client without …
Series: N/A Service: Sunday (11 AM) Type: Sermon Speaker: Mark RobertsBy Mark Roberts
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Smart Strategy for CPA's
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115 Create Space for Amazing Clients By Removing Ones You've Outgrown
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If you have ever had to fire a client, you know how hard it can be. In the end, you know it will be better for you both (or at least, for you), but when it comes time to have the conversation or hit the Send button, it’s easy to talk yourself out of doing it today. Letting go of, or getting your clients in the right service at the right price, can …
Series: N/A Service: Sunday (11 AM) Type: Sermon Speaker: Mark RobertsBy Mark Roberts
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Smart Strategy for CPA's
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114 CPAs Need to Stop Accepting Trap Money
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Trap money is money that looks like good money, but in reality, it’s a trap. Trap Money is important to be able to recognize because it’s one of the factors keeping CPAs under the glass income ceiling and working long hours. If you can learn to recognize Trap Money for what it is, you’ll be better equipped to say No Thank You at the gates, and then…
Finally we have our new consoles – so how do we feel about them? Links and Show Notes: Support Remaster with a Relay FM Membership Assassin's Creed - Wikipedia SSX Tricky - Wikipedia Seagate Storage Expansion Card for Xbox Series X | S | Xbox Two Weeks After Launch, Xbox Series X’s Quick Resume Feature Isn’t Working Great - Kotaku PlayStation All-S…
Series: N/A Service: Sunday (11 AM) Type: Sermon Speaker: John KorinekBy John Korinek
Series: N/A Service: Special Event Type: Special Event Speaker: VariousBy Various
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113 Out of Compliance and into Tax-savvy Stock Option Consulting, with Minnie Lau, CPA
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My guest today is Minnie Lau. Minnie provides tech professionals working in late-stage start-up companies that are about to IPO, guidance on stock option vesting and selling strategies. These tech professionals who work at top levels inside start-ups about to IPO are going to receive stock options worth hundreds of thousands of dollars, sometimes m…
Series: Beatitudes (2020) Service: Sunday (11 AM) Type: Sermon Speaker: Mark RobertsBy Mark Roberts
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Smart Strategy for CPA's
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112 Does Your CPA Firm Sell Outcomes or Deliverables?
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Today I'm going to dig into what deliverables are and what they sound like in the CPA world, so that you can get better at recognizing them and understand why it's such a problem to sell deliverables. We'll talk about what outcomes you might consider selling so that you know what it sounds like. And finally, when you're stuck in deliverables, how t…
Series: N/A Service: Sunday (11 AM) Type: Sermon Speaker: Mark RobertsBy Mark Roberts
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Smart Strategy for CPA's
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111 Better Pricing Methodologies For CPA Firms, with Jonathan Stark
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We're back today with Jonathan Stark. In case you missed it we did a recording with Jonathan a couple of weeks ago. It’s episode 106 - Better Pricing Strategies for Accountants. There was so much more to talk about that I invited him to come back on to continue the conversation about pricing. One of the problems that CPAs run into in their practice…
Series: N/A Service: Sunday (11 AM) Type: Sermon Speaker: Mark RobertsBy Mark Roberts
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Smart Strategy for CPA's
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110 15 Phrases to Scrub from your CPA Firm’s Website
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Today we’re talking about the copy on your website. Because you might be either alienating prospects who visit your website, or not attracting them to begin with. And because of that, you could be missing out on really good revenue. What am I talking about? All kinds of words and phrases that are meaningless at best - and are potentially harmful - …
Series: N/A Service: Sunday (11 AM) Type: Sermon Speaker: Mark RobertsBy Mark Roberts
Are you stuck thinking about Advisory Services in the commonly accepted tiers of transactional, controller, vCFO? These 3 tiers are great way to begin to think about Advisory Services for CPAs. But why these 3, and only these 3? Here are some other questions I ask, when it comes to CPAs transitioning to advisory: Why stop at vCFO? Why do the tiers …
Series: N/A Service: Special Event Type: Singing Speaker: MiscBy Misc
Series: Beatitudes (2020) Service: Sunday (11 AM) Type: Sermon Speaker: Mark RobertsBy Mark Roberts
We are on the eve of the next Xbox and PlayStation... Let's get caught up. This episode of Remaster is sponsored by: Teamistry: The stories of unsung teams who pioneered new ways of working to achieve the unexpected. Listen now. Links and Show Notes: Support Remaster with a Relay FM Membership PlayStation 5 The new Xbox Consoles Why Microsoft bough…
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108 The Dangers of Listening to CPAs for Wisdom
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Guidance and wisdom in the accounting industry tend to be provided by accountants and CPAs. There's a notable absence of expertise and wisdom from thought leaders outside the accounting industry. In order for any profession to advance, it needs to have conventional thinking be challenged. And the best people to challenge conventional thinking are t…
Series: N/A Service: Sunday (9 AM) Type: Sermon Speaker: Mark RobertsBy Mark Roberts
