If you want to build an accounting or bookkeeping firm that gives you joy, you need to stop, and focus. Learn strategies and best practices for practice management and earn FREE CPE while you're at it!
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All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
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AI & Future of Accounting - Interview from Hannah Smolenski CPA
37:26
37:26
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Check out Hannah's amazing YouTube Channel: https://youtu.be/sbXbhSATArs Check out REFRAME 2024: https://www.reframe2024.com/
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With Jasmine DiLucci (Tax Attorney): Fighting Bad Tax Advice
53:13
53:13
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Follow Jasmine: youtube.com/@taxleverage instagram.com/taxleveragejd taxleverage.com
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How QBO Developers should think w/ Anita Koimur (COO LiveFlow)
53:39
53:39
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LiveFlow is one of the hottest QBO apps out there, I pick Anita's brain about the pricing of the app, how they think about user feedback & development, and how AI will shape 3rd party reporting apps for QBO Check out www.liveflow.io
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REFRAME 2024: Money Conversations w/ Carlos Garcia Jr. & Carolyn Strauss
48:21
48:21
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Episode 5 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in this series: Communications strategy with clients…
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Randy Crabtree (R&D Credits, Cost Segregation, and Conferences)
46:41
46:41
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Come to Bridging the Gap: https://www.btgconference.com/ Tr-Merit (Randy's Firm): https://tri-merit.com/
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REFRAME 2024: Using Story to Sell with Jay Owen
57:47
57:47
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Episode 4 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in this series: Communications strategy with clients C…
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REFRAME 2024: Win Without Pitching for Accountants with Blair Enns
1:02:41
1:02:41
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Episode 3 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clien…
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REFRAME 2024: How to Persuade & Get Paid with Carlos Garcia & Kevin Boyle
1:02:15
1:02:15
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Episode 2 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clien…
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REFRAME 2024: Changing the Language in our Profession with Carlos Garcia Jr.
59:58
59:58
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Episode 1 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients…
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Interview with ex-accountant, and now innovation consultant and public speaker about creating content, "being bold", personalized ?AI ChatBots, and other fun topics. Get Shawn's Book "The Bold Ones": https://amzn.to/416qtjt
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Human Creativity vs. Artificial Intelligence in Accounting (w/ Ron Baker)
1:15:32
1:15:32
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Original Webinar Slides: https://docs.google.com/presentation/d/1ph0p11YFmTz8A9efnLdpz86N5U0SxgNVg2H7l2XMprs/edit?usp=sharing Ron's Time's Up Club: https://timesupclub.com/
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Timestamps 00:00 Introduction02:16 EDUCATION09:46 CERTIFICATIONS17:25 PERSONALITY22:44 HOW TO MAKE A LIVING37:17 ARTIFICIAL INTELLIGENCE45:53 My Journey: from Bookkeeper to Software Developer Links:American Institute of Professional Bookkeepershttps://AIPB.orgCoursera: Intuit Bookkeeping Professional Certificate:https://www.coursera.org/professiona…
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Creativity in Business & Accounting
1:05:45
1:05:45
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Reaction to a John Cleese video from 1991! Original recording: https://www.youtube.com/watch?v=Pb5oIIPO62g Based on this Book: https://amzn.to/3L24ZgQMy conference in "Creative Business Models for Accountants": https://altaccountant.com/creative/
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Conversation with Chris do: "Left-brianed Creatives"
1:28:28
1:28:28
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My Conference in Miami: https://altaccountant.com/creative/ Chris Do's BrandLab: https://thefutur.com/brand-labChris' YouTube Channel: https://www.youtube.com/@thefutur
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The Future Business Models for Knowledge Workers... (With Ron & Ed)
1:55:27
1:55:27
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From The Soul of Enterprise: https://www.thesoulofenterprise.com Miami Conference: https://altaccountant.com/creative/ Avocado Video: https://youtu.be/img2PO4Nkxg
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August 2023 QuickBooks NEWS! With Blake Oliver CPA
46:23
46:23
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Originally aired via Earmark Media Podcast 08/04/2023 Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
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Mental Health, Accounting Conferences, and Unique CPAs (With Randy Crabtree)
56:40
56:40
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Hanging out with Randy Crabtree, CPA from the Unique CPA Podcast and host of the Briding the Gap Conference BTG23RTDISC for $150 off In-Person Chicago Conference ticket
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Interview with Jason Staats CPA: Content Creation, AI, and other fun topics
1:16:31
1:16:31
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This is the complete recording I did with Jason Staats CPA. He will be taking a piece of this for YouTube and I as well... But via this podcast, you get the whole unedited conversation... Jason's Main Channel: https://www.youtube.com/@jasoncpa Jason Daily Channel: https://www.youtube.com/@JasonCPADaily 00:00 Intro 01:31 Jason Starts asking question…
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Capstone Webinar: "Let's Talk Practice Management"
1:33:02
1:33:02
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Hector Garcia summarizes the key takeaways from all seven episodes of this series. Discover the most important things accounting firm owners need to know about positioning, the business model, technology, sales process & onboarding, value pricing & offering guarantees, attracting & retaining talent, and innovation. Thank you to our sponsor, Avalara…
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The Soul of Enterprise: ChatGPT, Subscription Business Model, and More
2:01:28
2:01:28
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2:01:28
Conversation with Ed Kless, Ron Baker, and Greg Tirico from The Soul of Enterprise. Includes both live podcast episode and "bonus" patreon episode. Subscribe to the free podcast of TSOE: https://www.thesoulofenterprise.com/ Become a member to have access to Bonus Episodes: https://www.patreon.com/TSOE…
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We ask the question: "What if Disney started a cloud accounting firm?" ----------------- Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, regis…
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Learn how to transform your firm into the place accounting and bookkeeping professionals want to join. ----------------- Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates,…
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Value Pricing & Offering Guarantees
1:36:42
1:36:42
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Align the customer’s desired results with the firm’s interest to maximize profits. ----------------- Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns f…
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In part 4 of our 8-part series, we'll learn how to create a disciplined, consistent process to win and onboard customers. Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates…
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Attracting & Retaining talented employees for accounting firms
39:54
39:54
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Excerpt from my AltAccountant program deep dive on Attracting, Hiring, Developing, and Retaining talented employees. Learn more about my coaching program at www.AltAccountant.com (00:43) For "Solopreneurs" without employees (04:17) Full-time vs. Part-Time vs. Contractors (11:57) Types of Candidates that apply (18:46) The value of "Challenging" your…
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Ron Baker: What if Disney+ offered accounting services in subscription?
55:30
55:30
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Interview with Guest Speaker Ron Baker and his new book: Time's Up: The Subscription Business Model for Professional firms. This is an excerpt of my coaching program for accountants: https://www.altaccountant.com
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Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, registrations, tax research and automated tax solutions for specialized tax areas. We live and…
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Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, registrations, tax research and automated tax solutions for specialized tax areas. We live and…
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Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, registrations, tax research and automated tax solutions for specialized tax areas. We live and…
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Audio Recording: "Value Pricing 2.0 & Selling the Price Increase Webinar"
1:29:10
1:29:10
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Audio version of webinar ran on 09/16/2022 focused on teaching Value Pricing, introducing the concepts subscription-based business model, how to have "awkward conversations" with out customers to reduce stress. Slides: https://bit.ly/valuepricing2022 Join the AltAccountant Program: https://www.altaccountant.com Coupon: FIRST40 Buy Ron Baker 's Book…
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"The Future of QuickBooks" by Hector Garcia
1:11:49
1:11:49
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Interview with Blake Oliver CPA about the direction of QuickBooks for small business and mid-market. Get CPE for listening to podcasts! www.EarmarkCPE.com
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Specialization Masterclass for Accountants
1:17:19
1:17:19
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This is an audio-only version of a class I teach on about choosing your target/niche market (Vertical and Horizontal), drafting your unique positioning statement, and examples of what advisory looks like for specific industries such as Construction or Retail
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My QuickBooks Online Wishlist: https://bit.ly/qbowishlist Hannah's (CLARA CFO) YouTube video: https://youtu.be/Y3YB5g75W_o
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Interview with mike Michalowicz from Profit First
54:32
54:32
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We talk about niche/specialization
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Latest episode of Accountant’s Advice Podcast by Hector Garcia, CPA
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The Coveted Consultant with Alzay Calhoun
24:45
24:45
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The Coveted Consultant with Alzay Calhoun http://www.CovetedConsultant.com/free
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Positioning and Strategy for Professionals with Tim Williams (From AltAccountant Podcast)
49:31
49:31
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Positioning and Strategy for Professionals - Hector Garcia interviews Tim Williams
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Implementing a Positioning Strategy (excerpt from The AltAccountant Webinar)
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Pricing & Authority with Jonathan Stark, from the AltAccountant Podcast
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Being EFFECTIVE above all, even at the risk of becoming inefficient
9:46
9:46
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Latest episode of Accountant’s Advice Podcast by Hector Garcia, CPA
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From Bookkeeper to CPA to YouTuber.. my 12 year journey
1:05:12
1:05:12
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If you are interested in learning my journey from the inception of my bookkeeping business in 2008 to getting my CPA license in 2014 and starting my YouTube Channel in 2015, this is an interview I had with Relay Bank
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Value Pricing vs. Subscription Model in Accounting w/ Ed Kless and Ron Baker
1:00:47
1:00:47
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Value Pricing vs. Subscription Model in Accounting w/ Ed Kless and Ron Baker www.thesoulofenterprise.com
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CPAs innovating during crisis with Garrett Wagner, CPA
27:37
27:37
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CPAs innovating during crisis with Garrett Wagner, CPA
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AltAccountant Podcast: Fix This Next with Michael Michalowicz
30:58
30:58
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AltAccountant Podcast: Fix This Next with Michael Michalowicz
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Some thoughts of encouragement to think about making the best of the current situation we are living
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With Ed Kless: Questions to ask yourself (and your clients) during this crisis
28:19
28:19
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Questions to ask yourself (and your clients) during this crisis with Ed Kless http://www.thesoulofenterprise.com http://www.patreon.com/TSEO
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Trust is not Enough - with Todd Shapiro, CEO of IL CPA SOCIETY
58:56
58:56
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With Seth David: "What is the underlying value of hiring a professional?"
32:32
32:32
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Strategy Man with Rich Horwath (AltAccountant Podcast)
50:03
50:03
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We discuss Rich's book on Strategy called: "StrategyMan and the Anti-Strategy Squad" and discuss how to implement strategy in a small business
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