show episodes
 
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!
 
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, ...
 
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show series
 
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…
 
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…
 
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…
 
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…
 
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…
 
Today I’m speaking with Alexandra Bond Burnett Accounting Presenting and Presence Coach of Speaking Ambition In this episode, we talk about . . . The importance of communication training for the accounting industry Recognising how to surface your mojo, to improve your presence The concept of taking clients on a journey through data storytelling The…
 
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…
 
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 …
 
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 …
 
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…
 
Today I’m speaking with Kristen Nies Ciraldo, Cloud Advisor and Restaurant Solutionist of the Friday Guide. In this episode, we talk about . . . In her own words ‘a strange stew of interests that led Kristen to a passion about translating between 'sciencey' or 'mathy' and 'creative' people.' Her interest in intersections, and entering the world of …
 
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…
 
Today I’m speaking with Meryl Johnston, Founder and CEO of Bean Ninjas. In this episode, we talk about . . . Meryl’s goal of wanting to start and run a business. We explore why Chartered Accountants launch bookkeeping practices and the importance of clean data. The impact of public facing accountability, working in public and sharing what you are d…
 
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…
 
Today I’m speaking with Tim Garth and Dan Osborne co-hosts of Two Drunk Accountants podcast. In this episode, we talk about . . . How Tim’s dad has led a continuous learning culture and is always looking for a ways to make something easier, less friction and more efficient, which has enabled this firm started in the 1970’s, to remain modern and fut…
 
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…
 
In this episode, we talk with Dr. Avis Jones-DeWeever the Media Monetization Mentor. Dr. Avis has over 20 years of media experience. She shares tips for monetizing media, the best way to leverage media, staying the course as entrepreneurs and breaking barriers. Dr. Avis is the Co-founder of Maxblack Media, a soon-to-be launched new digital streamin…
 
Today I’m speaking with Alexi Boyd Director of a Bookkeeping business and host of the Small Biz Matters podcast In this episode, we talk about . . . Insights into how she runs her small bookkeeping practice, supporting micro and start-up businesses. Navigating a dislike for implementing and adopting new technology How curiosity, a growth mindset an…
 
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 - …
 
I share a few facts and learnings from producing 100 episodes of the Cloud Stories podcast over the last 6 years. I've interviewed people from Australia, Canada, England, India, New Zealand, Scotland, Singapore, and USA. I've interviewed Accountants, Bookkeepers, Cloud Integrators, Country Managers, Evangelists, Founders, General Managers, IT Speci…
 
Today I’m speaking with Catherine Walker Community Manager at Xero In this episode, we talk about . . . How writing a thesis on the viability of organising information on the internet as part of her Master of Library and Information Studies was a solid foundation for her Community Managers role. As one of Xero’s earliest employees, realising people…
 
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 …
 
Today I’m speaking with Dylan Burgess, Partner Relationship Manager of Float Cash Flow Forecasting. Dylan joined our afternoon community chat, to lead a discussion on Supporting Your Clients and Yourself Through Uncertainty. With the community, we discussed how we could assist our own business, and assist our client’s business. We explored how some…
 
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…
 
Today I’m speaking with Kevin Fitzgerald Managing Director (Xero, Asia). We're going to talk about 20 trends changing the world of work and transforming the nature of careers in accountancy. These trends are taken from ACCA Professional insight report Future ready: accountancy careers in 2020’s ) For those of you who don’t know ACCA stands for the …
 
Have you ever heard of a tool called the wheel of life? It's a really simple but powerful tool to help you take stock of the most important areas of your life and visualize which ones are going best and which areas you want to devote more of your attention to, to improve. The wheel of life gives you a bird's eye view of the different aspects of you…
 
'The Future of The Accounting Profession' panel discussion was held as part of the AcuityCon conference for the Acuity Financial Experts team. The global expert panel included: Kenji Kuramoto Founder & CEO of Acuity Financial Experts Greater Atlanta Area USA Michael Ly Entrepreneur | Virtual CFO | Cloud Accounting Executive | Online Bookkeeping | S…
 
My guest today is Jonathan Stark. Jonathan is 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 TWO podcasts: Ditching Hourly and The Business of Authority, and writes a daily newsletter on pricing for independent professionals. We’re talking today about bette…
 
Beau Gaudron Tech Ninja from Growthwise joins us for a conversations, brainstorm, & ideas exchange, around this topic as part of our afternoon community supporting community chat. This session is a beneficial listening activity for all people working in the SOFTWARE PRODUCT area. Some takeaways for me were: 🔊Make sure that it's not something that y…
 
I am here to offer you mathematical proof that different is more profitable. The best possible strategy to becoming more profitable without having to work so hard includes specializing. A few weeks back, a well-known software developer turned consultant named Jonathan Stark invited me to be on his podcast, Ditching Hourly, so we could discuss other…
 
In this episode I'm interviewing Best-selling Author, Speaker, Film producer, Ministry leader and founder/host of the annual Power, Purpose, and Peach Retreat, Erika Etienne. We discuss taking the limits off, knowing your value and worth and walking in faith when you can't see the plan. Erika's heart is to be a vessel that reignites faith in the pe…
 
During this episode, Dr. Adair and I talk about her mission to go hard, get over yourself, overcoming the odds, having resilience, a healthy balance and the role of faith in entrepreneurship. As a fellow mastermind Sister we also discuss the importance of revenue goals, planning, strategizing, mindset and being surrounded by a cohort of like-minds!…
 
Today I’m speaking with Alison Ball Director of Marketing and Influencer Strategy for Liscio, Inc. In this episode, we talk about . . . Her new role at a category breaking app Liscio Designing Customer Experience 2.0 Building and Growing a Community Influencer Marketing and activities one can undertake to be an ‘influential thought leaders’ The con…
 
Today I want to talk to you today about how to price a bicycle. Now you might be wondering, what has this got to do with being a CPA? What does the price of a bike have to do with payroll, cashflow, or tax strategy? I'll tell you what the connection is. And I'm going to tell you through a recent experience I had buying a bike for my five-year-old d…
 
Today I’m speaking with David Leary Director of Accounting and Bookkeeping Evangelism of Melio Payments. In this episode, we talk about . . . • The impact Covid19 has had on Apps and how they can not only survive, but thrive. • My favourite Accounting podcast – The Cloud Accounting podcast with his co-host Blake Oliver and all things podcasting. • …
 
Today’s guest is Emily Sandberg. Emily provides cashflow and forecasting services to online coaches and course creators. While many accountants focus primarily on making sense of the past, Emily works with her clients to know the future of money in their business, so they can make strategic decisions with their cash. Her work has helped dozens of c…
 
Today I’m speaking with Martin Zych CEO & Co-founder of Jirav In this episode, we talk about . . . Building Jirav, as the solution Martin needed while working as a CFO throughout his career Interpreting and commenting on the business data, sharing nuggets of knowledge and wisdom, and adding value to your client's engagement. The recent Series A Fun…
 
Today we're talking about your business. Is it a lot of work? Do you spend it too many hours or more hours than you want in front of a screen toiling away? At the end of a long work week, do you ever wonder if there was an easier way? Many CPAs work really hard. And when I say hard, I mean, lots of hours, lots of clients, endless fires. And it can …
 
This is a bonus episode. It is a How-To Session, How to use Microsoft SharePoint for Accountants and Bookkeepers. The session is aimed at an existing user, so sits at an Intermediate or Advanced level. This was a visual presentation, but I feel there is learning to be had from the audio, so have trimmed the audio and am publishing it for you. If yo…
 
Today I’m speaking with Brian Walsh, Country Manager ANZ of TOA Global formerly known as The Outsourced Accountants as part of our Community supporting Community afternoon chat. In this episode, we talk about . . . Culture has become a bit of a buzz word these days: When you refer to the word culture, what do you mean? Why is culture important with…
 
Today I want to talk with you about why checking in a few times a year on your best clients’ results and how you as a CPA contributed to their success can help you feel more confident in your pricing. When CPAs take the time to stop and observe, what some of them find is that their best clients are getting amazing results. And that they had a hand …
 
Today I’m speaking with Robert Hudman Managing Director of Knight Solutions In this episode, we talk about . . . The benefits of a Digital Construction Strategy The Toolbox of technology tools for the Construction Industry The distinction between the operational and accounting areas of a construction business Why Procore is his chosen platform for …
 
It’s just too easy to assume that your clients want only what they come to you for, and then, simply, serve them up the usual menu of accounting and tax. The problem is that your best clients likely want so much more than accounting and tax. Chances are good they are asking you for more but the questions aren’t getting through to you, because they …
 
Today I’m speaking with John Knight, Founder and MD of businessDepot In this episode, we talk about . . . The importance of taking the human approach to business A Collective referrals network The growth in micro and sole practitioners and how businessDepot is positioning itself to support them Correcting Entrepreneurs burnout and The Mongolian Glo…
 
Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors — a financial planning firm serving physicians and business owners virtually across the US. She utilizes her expertise in tax and finance to empower her clients to discover and reach their life goals while building a stable financial future. Anjali hosts Money Checkup podcast - a semi-mo…
 
Today we're talking about how creating your own signature framework can be a gamechanger in your accounting practice. A framework is your process or methodology, your approach of how you work with your clients. It's the process you walk your clients through to get the consistent, impressive results you help them get. A framework helps both you and …
 
What’s on your summer reading list? Now that the July 15th deadline is behind us, hopefully you have a bit more discretionary time to read the latest releases on finances. Now, I don't need to tell you why to read books, but I will anyways: because you want to work smarter. You want to set yourself apart and you want to find forward-thinking ways o…
 
Today I’m speaking with Will Lopez, Head of Accountant Community of Gusto As you may recall, Will came on the podcast only a few months ago, but today he’s back to talk about a new initiative that Gusto are launching, called People Advisory™ powered by Gusto. Gusto is based in the USA describes itself as an all-in-one people platform. There are fiv…
 
Today I’m speaking with Yoseph West Founder and CEO of the Virtual Bank Relay. In this episode, we talk about . . . The genesis of starting a virtual bank. What accountants and bookkeepers should expect from a modern future-focused virtual bank. The information the small business owner is interested in, that they understand, and where they are acce…
 
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