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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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St. Norbert College Prayercast
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St. Norbert College Prayercast
St. Norbert College Campus Ministry
St. Norbert Campus Ministry Prayercasts are intended for personal use to meditate on various readings with guided questions that lead the listener into a space where one can reflect on how those readings apply to them in their own lives. In the Prayercasts, the listener will encounter a reading, reflection questions, the reading again, and then concluding thoughts and questions to think about during the week.
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The Dream Team Academy
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The Dream Team Academy
Marissa Manrique, Lisa Hamilton-Smith, Brandon Hamilton
Manifest your dreams with the Dream Team. Learn the steps required to "Live a Life You Love" through our interviews with people already helping others live their dreams through understanding the “Tools of Life” Dreams, Manifestation, Commitment, Action and Consistency equals a Life You Love. Lisa Hamilton-Smith, best selling author on resilience, international speaker and knowledge broker, brings you the principles of Life Success Secrets, so you can live a life you LOVE!
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Business Strategy for CPA's
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173 Should CPAs Put Prices on Their Website?
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If your aim is to work less and make more, there are many benefits to putting some prices on your website, without getting pigeonholed or committed to something that’s not viable. Highlights: — “Most buyers have some sense of what they want to pay. And if there’s way too much daylight between your prices and their expectations, they’re just not goi…
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Business Strategy for CPA's
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172 Subscription Pricing Strategies with Mark Stiving
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Many CPAs struggle with pricing. Some have moved to flat rate or subscription pricing, and many still work by the hour. Subscription of course is a hot topic. But for many CPAs, that business model feels too far out of reach and too theoretical to be able to put it into play in their business anytime soon. But if they don't make the transition, the…
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Business Strategy for CPA's
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171 How to Stop People Pleasing with Sara Bybee Fisk
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***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: https://www.shethinksbigcoaching.com/subscribe-main-list Many CPAs struggle with people-pleasing – saying yes, when they might prefer to say no. As a habit, it can result in all kinds of undesired outcomes, and because it comes with some pretty sneaky rewards, …
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Business Strategy for CPA's
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170 Year-End Accountant Jokes from Hazel and Remy
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My two kids commandeered the mic to test out their stand-up routine of jokes for an accountant audience. Enjoy! Want to find out what options you might have for working together? More about 1:1 coaching, roadmaps, and DIY courses here: https://shethinksbigcoaching.com/coaching-optionsBy Geraldine Carter
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Business Strategy for CPA's
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169 Five Key Business Books for CPAs from 2021
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Today I have the five books that I most often recommend to my clients, because I want you to be able to benefit from the excellent writing that’s out there, that can help you move forward more effectively in your business. These 5 books are straightforward, boot-on-the-ground practical advice for ways to improve your business. I hope you find somet…
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Business Strategy for CPA's
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168 Subscription: Create a More Valuable Business with John Warrillow
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***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: https://www.shethinksbigcoaching.com/subscribe-main-list Subscription is all the rage in software and in other industries, but the accounting industry is hardly speedy on the uptake. While the value appears to be there, something - or perhaps many things - are …
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Business Strategy for CPA's
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167 Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau
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Want one piece of business strategy delivered daily to your inbox? Subscribe here: https://www.shethinksbigcoaching.com/subscribe-main-list My guest today is Minnie Lau, CPA, who currently runs a tax practice helping clients optimize their stock options. 18 months ago, Minnie called out of the blue citing the usual symptoms of being swamped with ta…
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Business Strategy for CPA's
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166 How CPAs Can Build and Monetize Authority with Rochelle Moulton
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Most CPAs work super long hours for the revenue they bring in. Automation is upending the profession in profound ways. And the race for optimized efficiency is on. But there's another path and that path is not automation. It's authority. Here today to talk with me about this as my guest, Rochelle Moulton. Rochelle turns consultants and big thinkers…
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Business Strategy for CPA's
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165 From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA
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Today’s guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients clean up their messy books and understand their cash position, so they can better capitalize on opportunities. Shaan is a client, and we’ve been working together since about April. In less than eight months and with two tax…
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Business Strategy for CPA's
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164 Could Your Clients be Ready for Family Office Services? With Anthony Glomski
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With countless new millionaires being minted every year, and the stock market posting consistent gains, there are plenty of folks who need more support managing their assets. But without a framework for helping these people, it can be difficult to know where to start. Here today to talk with me about building Family Office Services into your CPA fi…
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Business Strategy for CPA's
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163 How CPA Firms can Hire Well During Covid-times with Mark Goldman
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Finding good staff to work for you is always a challenge, but that has gotten even harder in COVID times. Demand for accountants is high, and seats are hard to fill. Here today to talk with me about hiring and staffing challenges is Mark Goldman. Mark is the owner of MGR Accounting Recruiters, which helps employers hire accounting personnel in San …
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Business Strategy for CPA's
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162 How to Sell a CPA Firm for Optimal Price with Brannon Poe
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Even though you might not have selling your firm on your mind, building it AS IF you were going to sell it, even if you’re not, is a good business strategy, and will improve the value of what you build. Here today to talk with me about what he sees improving the value of CPA firms is my guest, Brannon Poe, owner of Poe Group Advisors. Brannon began…
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Business Strategy for CPA's
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161 Have the Confidence to Pivot and Create Bigger Things as a CPA with Kara Gaisie
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Today we are talking about how to create a different future for yourself, even if you believe strongly in reality. Here today to talk with me about this problem is my guest, Kara Gaisie. Kara Gaisie is an ex-CPA turned coach, who works with women who want to leave their 6 figure job without sacrificing their lifestyle. Kara talks about the obstacle…
Want to attend Ten Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue. Subscribe at SheThinksBigCoaching.com/subscribe-main-list Today we’re talking about How to Price Advisory Services. If you don’t know how to pric…
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Business Strategy for CPA's
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BONUS: Free Training Series - Work Less Without Losing Revenue
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Link for FREE training series: SheThinksBigCoaching.com/webinars/ Ready to get your life back after two hellish tax seasons? Join me for the FREE October Training Series: “10 Essentials for Working Less Without Losing a Dime in Revenue.” Ten great topics over 10 days, like: How to Build Advisory Services Without Getting Killed on Scope Creep How to…
Want to attend Seven Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue. Subscribe at SheThinksBigCoaching.com/subscribe-main-list Today we’re talking about How to Package Advisory Services. If you don’t know how to …
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Business Strategy for CPA's
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158 How CPAs Can Write Better Proposals without Having to Be Good Writers
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CPAs put all this time and effort into writing a good proposal. They package it up, send it off and it just goes into the abyss. Never to hear from the prospect again. Another problem is that you send out the proposal, the client or prospect comes back, you have a conversation with them, but they end up declining to work with you. Then sometimes if…
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Business Strategy for CPA's
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157 Altitudes of Involvement for CPAs with Jonathan Stark
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This week we welcome back Jonathan Stark, a former software developer who is on a mission to rid the world of hourly billing. He is the author of Hourly Billing Is Nuts, the host of Ditching Hourly, and writes a daily newsletter on pricing for independent professionals. Often CPAs don't know how to price for expertise and strategy, and they just lu…
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Business Strategy for CPA's
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156 Get Different, Get Noticed: Better Marketing for CPAs with Mike Michalowicz
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Many CPAs are frustrated because they feel invisible in a crowded marketplace. They know they are better than their competitors, but when they focus on that fact, they get little in return. That's because, to customers, better is not actually better. Different is better. And those who market differently, win. In his new marketing book, Mike Michalo…
JOIN or WATCH REPLAY – Pricing in a Nutshell https://www.crowdcast.io/e/pricing-in-a-nutshell SUBSCRIBE – SheThinksBigCoaching.com Hourly billing is like radioactive waste: invisible, and given enough time and quantity, it'll kill you. Make the shift to pricing your services and reap the benefits, like 3x'ing profitability. But you need to know whi…
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Business Strategy for CPA's
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155 CFO Meetings: Go Beyond Dashboards and KPIs with Mark Gandy
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As more and more CPAs make the shift to Advisory services, one question that comes up is how do I run meetings, what’s the agenda, what am I showing my clients, what are we talking about? Meetings of course are great opportunities to add value for your clients and increase their clarity and help them better understand what’s happening and what deci…
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Business Strategy for CPA's
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154 Help Your Advisory Clients See the Power in their Data with Fathom
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For business owners to make more money, it helps if they can make better informed decisions. And though a P/L and Balance Sheet are very useful tools, for many every day business owners those two documents require a lot mental extrapolation to be able to forecast from. And they hire accountants and CPAs to help them understand where their money wen…
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Business Strategy for CPA's
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153 A Formula for Quantifying Value with Mark Stiving, PhD
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Accountants have a hard time getting their head around assigning a price to squishy stuff like peace of mind, quick response time, and ease of access. While they understand that these things are valuable, it’s not widely understood how they can be converted to dollar prices. Today I speak with Mark Stiving, a pricing educator and advisor. He's the …
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Business Strategy for CPA's
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152 How to Build $250K in CPA Advisory Services in 4 Months
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Many of you are familiar with the overwhelm that comes with a mountain of tax work. It is so easy to get bogged down with the countless details and its never ending so-called quick questions from clients. But before you know it, you're working 70 hours a week with no end in sight. And the money might be good, but at some point it stops being worth …
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Business Strategy for CPA's
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151 Design and Create Pricing Strategies from a Value Standpoint Part 2, with Jose Mirabal
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Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and because they don’t fully understand value, they are leaving Everest Sized Mountains of Money on the table, which means they ha…
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Business Strategy for CPA's
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150 Design and Create Pricing Strategies from a Value Standpoint Part 1, with Jose Mirabal
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Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and because they don’t fully understand value, they are leaving Everest Sized Mountains of Money on the table, which means they ha…
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Business Strategy for CPA's
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149 How to Leverage Accounting Automation with Ryan Lazanis
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There is endless conversation about technology, software, and automation disrupting the accounting space. Do you feel like your systems are pretty much automated, where you can just show up and mouse click one button, and it spits out all the reports and dashboards you need for your hundreds of clients? If that sounds like the dream, but you’re a w…
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Business Strategy for CPA's
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148 5 Productivity Apps to Save You Hours
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Here are 5 apps, extensions, and plugins that can make your life easier. Text Expander - Available on Android and Mac - I use it on my iPhone but for short things I just use the built in keyboard shortcuts, especially for all the forms that need filling in. Other options: aText and Gorgias, which is a Chrome extension Video Speed Controller - Speed…
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Business Strategy for CPA's
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147 Subscription Business Model: Build Greater Wealth in Your CPA Firm with Ron Baker
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Subscription pricing is all the rage right now. Most CPAs are stuck when it comes to pricing - some have moved to flat-rate or subscription pricing, but many - if not most - still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and because they don’t fully understand value, they a…
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Business Strategy for CPA's
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146 Results-Driven Design with Ben Manley
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There’s an industry-wide gravitational force toward regular hour-long meetings. Somewhere along the way it was decided that hourly meetings held weekly, monthly or quarterly are the way to deliver services. It may be true that regular meetings are the best way to deliver services, but what’s the best way to deliver RESULTS? Here today to talk with …
Want to find out how to get CPE for this episode? Get on my Daily Email List for up-to-date information on all the courses I offer that qualify for CPE. Subscribe at SheThinksBigCoaching.com VALUE-PRICING Value pricing is best for discreet projects with a beginning, middle and end, whose value is greater than $100K to the client, and therefore pric…
These questions often comes up: “How to I raise my rates?” and “How much should I charge?” and “How do I price this service?” The answer appears to be quite simple: Apply logic. Logic says raise your rates. Therefore, raise your rates. The problem is, that’s not how it works. And we know that’s not how it works, because we see countless logical CPA…
Intangibles have value. And value is the precursor to price. If you’re not great at measuring so called intangibles, you won’t appreciate their value, and if you don’t appreciate their value, you’ll underprice, and when you underprice, you’re going to leave a lot of money on the table. Then you’re going to have to work really hard to compensate for…
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Business Strategy for CPA's
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142 From Impossible to Exponential Growth: The CPA Mindset
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Today I speak with Catherine Ozment, CPA, who I asked to return after last week’s episode. Last week on the podcast I have Catherine Ozment, CPA. She and I have been working together for just shy of a year, and she’s making huge strides in pivoting her business. If you haven’t heard it, it’s 141, go back and listen to that first if you want this co…
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Business Strategy for CPA's
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141 One Year: From Tax Factory to vCFO & Ag CPA with Catherine Ozment
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Many of you know how difficult and time consuming it can be to run a tax factory: It’s all too easy to get buried under a mountain of tax, underprice services, and be in what feels like a near steady state of chaos. The desire is often to work 25 hours a week and take home compensation that’s respectable, and representative of all the work you have…
Today we’re playing BS CPA LINGO BINGO. Lingo in the accounting space that makes some of us kind of crazy. There are five terms that are especially problematic for CPAs and accountants that slow business growth. In this First Edition of BS CPA LINGO BINGO, I’ll call out for B! Advisory Services; I! Future-Proof; N! Trusted Advisor; G! Wait for it…;…
EPISODE 38 Candice Barx-Friesen This is it! You have found what makes you happy! Her husband told her and he was right. She can work 12 hrs a day but she loves it so much that it doesn't feel like work so you have to understand that living a dream life is not living a perfect life, you have to be very clear because in social media you see perfectio…
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Business Strategy for CPA's
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139 Drive Outcomes for Your Clients with Geni Whitehouse
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Being a CPA is challenging, there’s no doubt. When I reflect on CPAs’ challenges, and try to simplify the situation as much as possible, I can distill a few key problems: being a generalist, billing instead of pricing, and focusing on the past instead of desired client outcomes. If you can figure out your niche, learn to price, and begin to forecas…
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Business Strategy for CPA's
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138 Fetch a High Multiple When You Sell Your CPA Firm with Allan Koltin
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Waiting until you’re cooked to decide it’s time to sell your practice is a guaranteed way to fetch a low price for what you’ve spent a lifetime building. If you want to optimize the sale price of your business, it takes years of advance planning. Too many CPAs miss out on money they could have earned, had they known what steps to take and what to i…
EPISODE 37 Everything in the world is perfect in divine timing. Tierra was able to leave 2 relationships with narcissistic men and we met when she was ready to heal and reconnect and become a mompreneur. She was always very good at making money but never fully enjoyed it, she didn't notice her relationship with money and the narcissistic relationsh…
Host Lisa and Marissa Reach us at mldreamteampodcast@gmail.com Lisa Hamilton-Smith “Live a Life You Love, it’s the only Life You Have” Horsewoman, Entrepeneur, Podcaster, Speaker, Mindset coach and Knowledge Broker Expert Defining Lisa is quite difficult as she defines herself as a multi-passionate entrepeneur with a love of horses, speaking, leadi…
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Business Strategy for CPA's
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137 Rolling Forecasts: How to Explore Risk and Opportunity with Your Clients
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Should you use rolling forecasts for your clients? Do you hear all this talk of including forecasting for your client, but when it comes to implementing, you’re a bit deer in the headlights? Shifting into forecasting and scenario planning for your clients is a significant shift - in terms of process, what you feel confident in, and your own mindset…
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The Dream Team Academy
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Will Says Practice Extreme Responsibility
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Will Withem A relationship, emotional intelligence and growth coach I help people to take a thoughtful and compassionate approach to life. Best places to reach out to Will are Facebook and Instagram https://www.facebook.com/will.withem https://instagram.com/will_withem?igshid=mr31jwdiai8w Host Lisa and Marissa Reach us at mldreamteampodcast@gmail.c…
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The Dream Team Academy
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The Best Business Books Are The Holy Books
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Akbar Sheikh ¨Make more to give more¨ He hated the family business and there was no plan B, he crashed and burned, ended up living in an electrical cupboard. His transformation was overnight, he became spiritual, mental and emotionally healthy but not financially so he searched for help, even sold his car to be able to do it. The secret he was toug…
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The Dream Team Academy
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Akbar Says Key To Life Is Totally Love God
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EPISODE 33 Akbar Sheikh ¨Make more to give more¨ He hated the family business and there was no plan B, he crashed and burned, ended up living in an electrical cupboard. His transformation was overnight, he became spiritual, mental and emotionally healthy but not financially so he searched for help, even sold his car to be able to do it. The secret …
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Business Strategy for CPA's
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136 How CPAs Can Build a Sales Process That Can be Optimized, then Delegated
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Would you just as soon rub your hand against the grain of a sheet of plywood than have a sales conversation? Avoiding sales leads directly to avoiding revenue, and the cost to your firm in the way of business left ungenerated could be enormous. My guest today is Liston Witherill, founder of Serve Don't Sell and creator of the Serve Don't Sell Metho…
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The Dream Team Academy
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Life Is The Reward For Blasting Through Fear
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Host Lisa and Marissa Reach us at mldreamteampodcast@gmail.com Lisa Hamilton-Smith “Live a Life You Love, it’s the only Life You Have” Horsewoman, Entrepeneur, Podcaster, Speaker, Mindset coach and Knowledge Broker Expert Defining Lisa is quite difficult as she defines herself as a multi-passionate entrepeneur with a love of horses, speaking, leadi…
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Business Strategy for CPA's
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135 ERC: Clarifying 3 Common Areas of Ambiguity
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There are loads of questions out there about Employee Retention Credit, and with all the guidance on top of PPP and all the rest, it can be hard to know everything and stay-up-to-date. My guest today is Randy Crabtree, co-founder and owner of Tri-Merit, which is a specialty tax firm supporting CPA and their clients. Randy and I were talking recentl…
Abigail Tunstall Helping you grow your business on Amazon. Consultant, Coach & Seller. Join me https://bit.ly/3iUgQ0c https://www.linkedin.com/in/abigail-tunstall/ https://www.facebook.com/abigail.tunstall/about If you want a coaching session, we will give you one for free to get you started and motivated! Just like and subscribe and PM on https://…
We love interviewing people and are very grateful for the opportunity through this work to meet people like Barbara Majeski, what a human being! Her story, as most of us and our guests, has not been easy but that didn’t mean it couldn’t be done or that you needed to be a victim of the circumstances or just accept the outcome, on the contrary, Barba…
