show episodes
 
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!
 
Interviews from the Online Cloud Accounting Apps community. Long-form interviews of people involved in the Accounting Technology community. Together we unpack the reality of automation and productivity in accounting and business. We dissect how accountants can leverage artificial intelligence, machine learning, and big data. We share practical advice to help support small business thrive in a rapidly evolving world. Cloud Stories is suited to Management Accountants, Accountants, Bookkeepers, ...
 
Loading …
show series
 
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…
 
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…
 
***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, …
 
Today on the Cloud Stories podcast, I bring you The Accounting Innovation and Technology Buzz: Current News, Trends and Analysis for the month of December 21. Trent McLaren (Head of the Accounting & Bookkeeping Channel at DiviPay) and I talk about The Great Acquisition vs The Great Resignation. We also discuss news and trends that we saw in the ind…
 
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…
 
***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 …
 
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…
 
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…
 
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…
 
In this episode, we: Raise a cup to thank the bookkeeping industry Congratulate the Xero App award winners Change GPS, Service M8, azupay, Moula Talk about Hub24 acquisition of Class How to win a Tesla with Expensify The Canopy 2021 Client Expectation Studies QuickBooks Desktop discontinuation in one the UK, while an connected App will be rolling o…
 
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…
 
Today I’m speaking with Kendra Vant Executive GM of Data at Xero and Clayton Oates, Accounting Technologist, and Founder of QA Business. In this episode, we talk about all aspects of data. Highlights include: The Accountants' and bookkeepers' data superpowers The opportunities, benefits and insights that we can explore through accessing data The ne…
 
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 …
 
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…
 
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…
 
Today I’m sharing with you a panel discussion on the topic: Leveraging technology: Standing out from your competition and saving money produced by the Accounting & Finance Show Malaysia 2021. Our expert panellists were Jovani Chinniah founder of Jovani & Co. Chartered Accountants, Jay Shong, a Management Accountant and founder of Red Beak, and YC E…
 
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…
 
I'm Heather Smith and welcome to Cloud Stories, a podcast exploring the Accounting and Business Apps community. Today I’m trying out something new. I’ve given it the big hairy audacious title of The Accounting Innovation and Technology Buzz: Current News, Trends and Analysis. Joining me on the show is Trent McLaren. You might recall I’ve interviewe…
 
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 …
 
Today I’m speaking with Kelly Goss Chief Problem Solver at Solvaa. In this episode, we talk about No-code tools and why accountants and bookkeepers should embrace zapier How to holistically approach problem-solving and process improvement. The launch of her new book Automate it with Zapier The Robbie and Rowena robot love affair - a brilliant socia…
 
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…
 
Today I’m sharing with you a panel discussion on the topic: Using online advisory services to increase your revenue from the Accounting and Finance Show Asia 2021. The panellists included: Willy Tan, Managing Director, Forbis Accounting Pte. Ltd. Henry Tan, Group CEO, Nexia TS Will Farnell, Founder, Farnell Clarke / willfarnell.com Some of the area…
 
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…
 
Today I’m speaking with Daniel Kniaz, CEO and Founder of DiviPay In this episode, we talk about . . . Building entrepreneurial and start-up skills and base knowledge of FinTech while working in the Westpac Innovation Team. Left due to slight frustration of what they built never made it to market, and they felt (‘they’ being the other future co-foun…
 
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…
 
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…
 
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…
 
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 …
 
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 …
 
Today I’m sharing with you a panel discussion on the topic: Do Accounting Firms need an office anymore? produced by the Accounting and Finance Show Hong Kong 2021. Our expert panellists were from Australia and the UK. We were all cloud-first, though we had different size teams, and different set-ups, be it in-office, remote or hybrid model. Of cour…
 
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…
 
Nick Houldsworth Exec GM Ecosystem of Xero joined me from the Xero offices in Auckland and we discussed the launch of the Xero App Store. Initially, Nick explains what the Xero App store is, and the thinking behind it. He shares how the App Store will help match the right app with the right customer, and how this will work. As you can imagine, when…
 
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…
 
Today I’m sharing with you a panel discussion on the topic: HOW TO KICKSTART THE DIGITALISATION OF YOUR PRACTICE IN 2021. This session was produced by the Accounting and Finance Show, as part of the Digital Practice Summit Asia 2021. Our expert panellists were all based in Singapore, and all at different stages of their modernisation journey. I thi…
 
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…
 
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…
 
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…
 
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 …
 
Today I bring to you a panel discussion entitled Shaping the Future of Your Firm - AccTech and the Digital Firm. This follows on from last week's episode, where I shared the keynote speech I gave as part of the ACCA Virtual Conference 2021 Reshaping Finance: Digitally Enabled, Sustainability-Focused. This episode is the panel discussion that follow…
 
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…
 
Today I’m sharing with you something a little bit different. I was asked to give a keynote speech as part of the ACCA Virtual Conference 2021 conference ACCA Virtual Conference 2021 Reshaping Finance: Digitally Enabled, Sustainability-Focused. The speech was entitled: 6 Steps to Transform to a Digitally-Enabled and Sustainability-Focused Accountanc…
 
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…
 
Postcards are short current episodes, addressing a topic that currently interests me, host - Heather Smith. In the App Advisory Mastermind group someone asked How to charge for your time in scoping App Advisory, when the client kept changing their mind about what they needed. In this postcard, I talk about how I approach scoping workflow improvemen…
 
Postcards are short current episodes, addressing a topic that currently interests me, host - Heather Smith. In today's postcard, I share an article that resonated with me, from the Todoist blog post written by Fadeke Adegbuyi. Makers vs Managers: The Battle Over Remote Work Managers want to go back to the office. Employees aren’t so sure. https://b…
 
Erica N. Reed is a Psychotherapist and Leadership Development Consultant with over 20 years of experience in the field. Erica helps leaders and team members work better together. With a focus on soft skills development and mental wellness, Erica optimizes the personal and professional strengths of employees, resulting in high performing and collabo…
 
Loading …

Quick Reference Guide

Copyright 2022 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login