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Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Growing Your Firm is the Top Podcast for Ambitious Firm Owners to find tips, tactics, and strategies on how to Grow their Firm (or practice!). In this podcast we'll be interviewing Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
How to Sell Your Accounting Firm for 7-Figures and Beyond with Brannon Poe
48:24
48:24
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An author and experienced intermediary specializing in the sale of accounting practices, Brannon has a unique ability to help creatively integrate information to develop clear, focused plans. He helps clients implement these plans to achieve their most important goals. An Ernst & Young alumni and scholarship recipient and magna cum laude graduate o…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
How to Add CFO Services to Your Accounting Firm
35:18
35:18
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Summit CPA Group was founded with the goal of helping small businesses make proactive decisions. Our focus has been primarily on digital agencies. Unlike many CPA firms, our Virtual CFO program focuses primarily on the future, not in the past. What is our cash position looking like in two, three, and four months from now? What does our cash look li…
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Accountant's Flight Plan Podcast
1
Data Reports that Accounting Firm Clients Want - Podcast with Justin Hatch
53:19
53:19
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53:19
Podcast with Justin Hatch.By Brannon Poe/ Justin Hatch
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
The Progressive Accountant’s Guide to Building Accounting Relationships
35:30
35:30
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35:30
Recognized as one of the Top 50 Women in Accounting, Twyla Verhelst is known for leading the charge when it comes to advocacy, change, and community in her industry and beyond. She’s an experienced CPA and tech entrepreneur with a passion for helping others find and leverage their confidence. Twyla’s fascination with finances began when she was onl…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
3 Untapped Technology Trends for Accounting Firms
30:53
30:53
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Jason Staats is a principal at Brenner LLP and is the founder of Launch FA and the Realize Community. He's focused on building better tools and solutions for modern accountants and firms, as well as building a future of accounting and small business with "no code." In today's show, Jason shares three key trends and tools he believes are changing th…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
How to Land $7,500 Monthly Accounting Retainers
33:22
33:22
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Get new high ticket clients for your coaching or consulting business EVERY month with our GUARANTEED RESULTS marketing programs... Are you tired of marketing agencies over-promising and under delivering? Are you tired of being sold fluff and interested in generating ACTUAL clients? Then we'd love to talk with you about how we are generating REAL re…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
Million Dollar Accounting Firm in 24 Months
36:44
36:44
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CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs and high growth individuals. A leader in finding creative solutions to today's complex tax and business environment. As one of the only Certified Tax Coaches in Massachusetts, licensed by the American Institute of Certified Tax Planners, I specialize in us…
A strategic adviser to hundreds of CPA firms in the Mid-Atlantic region, Ira works vigorously to strengthen firm performance. Noted for his probing and conversational approach, Ira created Managing Partner On-Call, a coaching process to help Managing Partners make the right impact and test their ideas. Optimum Strategies' primary focus is on strate…
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Accountant's Flight Plan Podcast
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Podcast with Rich Stang- Accounting Firm Hiring For Culture
36:49
36:49
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By Brannon Poe/ Rich Stang
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
[SOLOCAST] How Accountants Can Prepare for 2021
13:30
13:30
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David Cristello, Founder & CEO of Jetpack Workflow and host of the Growing Your Firm Podcast, offers observations of 2020 and predictions for how best to prepare for 2021 as an accounting firm owner. In 2021, these are the 3 main buckets for industry-leading accounting firm owners to secure for a great year: Secure a margin of safety for your firm.…
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Accountant's Flight Plan Podcast
1
Selling a CPA Practice with Jim Alkire (podcast)
24:17
24:17
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By Brannon Poe / Jim Alkire
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
Lift Customer Conference 2020: Fireside Chat with Krishna Pendyala
21:08
21:08
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★ Featured in the Wall Street Journal, Barron's, The New York Times, TEDx, Vistage, Inc. & Thrive Global ★ ✔ Are you a driven and/or restless professional who wants to achieve without all the associated anxiety? ✔ Do you feel stuck in a pattern of behavior, leading you to ask yourself “Why do I keep doing that?” ✔ Are you a Financial Advisor, or an…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
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Clients F.O.R.E.V.E.R. With Jackie Meyer (Cloud Accounting Summit Replay)
17:03
17:03
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Jackie Meyer, CPA, CTC is President and Founder of Meyer Tax Consulting LLC, in Southlake, Texas. Her team works with executives on strategic tax planning. With her team working completely virtual across the state of Texas, the firm stays on the cutting edge of technology working closely with industry leaders on innovative products and offerings. J…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
Fortifying Your Firm With Effective Communication
24:47
24:47
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Shawnna Weber is the host of Faces of Finance Podcast and the CEO of Edgewood Business Solutions, a business consulting, accounting, and bookkeeping firm that challenges the traditional transactional model of financial management. She founded this company in 2011 with the goal of developing a long-lasting consultative relationship with clients that…
Are you looking for an accountant who genuinely cares about you and the success of your business? *HERE IS HOW I CAN HELP* I help entrepreneurs with growing businesses develop and maintain the right financial systems and strategies that release them from the burden of handling the numbers side of their business while showing them how to maximize pr…
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Accountant's Flight Plan Podcast
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Your Accounting Firm has a brand with Matt Wilkinson & Maggie Antone (podcast)
58:18
58:18
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By Brannon Poe / Matt Wilkinson, Maggie Antone
I love working with great people to pull off improbable outcomes with limited resources.
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
How to Manage a 10 Person Firm Without Burning Out
26:29
26:29
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I help right-brained business owners get at-a-glance financial clarity without spreadsheets using the Profit First cash management system. If you don’t understand your finances, things can go very wrong. You might miss out on opportunities because you aren’t sure you can afford them, you might overpay or underpay your taxes, or you might just plain…
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Accountant's Flight Plan Podcast
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Gusto Accounting Strategy & Tech with Matt Woodson & Will Lopez (podcast)
57:47
57:47
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57:47
By Brannon Poe / Matt Woodson, Will Lopez
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
How to Move From Accounting Manager to CEO
29:06
29:06
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29:06
CEO of award winning Xero bookkeeping and financial reporting firm Bean Ninjas. We take the stress out of managing business finances, so entrepreneurs have the freedom to live happy, healthy, productive lives. We love working with COACHES, BLOGGERS, ECOMMERCE AND SERVICE BUSINESSES.
"Hood uniquely combines three vital traits: He sees the future of the profession clearly; he discovers or creates supremely practical ways to move the profession toward that future; and he generates tremendous enthusiasm for the move in everyone he meets.” - Accounting Today Magazine Tom is one of the most influential leaders in the Accounting Prof…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
Building a Remote, 8 Person Firm in 25 Hours per Week
34:17
34:17
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If you have started your own business and now need advice or guidance on some of the trickier issues of how to grow, increase profits, improve cashflow or reclaim your life then please connect. Having spent most of my life running large businesses for other people I have also grown my own successful business(es) from the kitchen table to independen…
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Accountant's Flight Plan Podcast
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Niching your CPA firm with Brandon Hall (podcast)
35:41
35:41
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By Brannon Poe / Brandon Hall
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
How Accounting "Pods" Create an Amazing Client Experience
40:05
40:05
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40:05
Author of "The Entrepreneur's Guide to Financial Statements" and more than 300 other published works on Entrepreneurship and Finance, David Worrell will help you make better business decisions, take more effective action, and build a stronger, more profitable business. Unlock the real potential of your business with David's unique approach to build…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
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How to Manage a 35-person Remote Team Without Client Work Falling Through the Cracks
25:54
25:54
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Jamie graduated from the University of Northern Colorado with a Bachelor’s degree in Accounting and soon thereafter obtained his CPA license. During his career, he has spent his time working with middle market and large companies, both as an auditor and as a corporate accountant. In this time, he gained a firsthand view of how important the financi…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
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How This Owner Is Aggressively Acquiring Accounting Firms Without Missing Deadlines
27:52
27:52
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IT'S YOUR BUSINESS. YOUR PROFIT SHOULD COME FIRST. We serve entrepreneurs and small business owners to grow their businesses, PROFITABLY. traditionally accounting and bookkeeping services are transactional - do the books, prepare the taxes, etc. Numbers in numbers out, and you pay a fee. But what about profit? What if at the end of the day, by work…
I love selling…and I can help you love it, too. I’ve earned the nickname “The Pitch Queen” by helping entrepreneurs and accounting professionals learn how to sell high-value services to their dream clients - without feeling sleazy, pushy, or desperate. And I’ve even been told that I make selling fun! I show my clients how to have empowered sales co…
WHAT I DO: I help business owners achieve a referral explosion by teaching them how to execute on a simple, 5-step process to receive referrals without asking, without paying or without manipulation. HOW I DO IT: I show you how to identify and nurture relationships with your referrals sources plus plant referral seeds in an on-going memorable and m…
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Accountant's Flight Plan Podcast
1
Recruiting and Hiring for Accountants with Mark Goldman (podcast)
26:16
26:16
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By Brannon Poe / Mark Goldman
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
The 6 Little White Lies CPAs Tell Themselves
35:53
35:53
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Both solo and partner CPAs are burnt out and fried from a killer tax season. They are desperate to get their time back, but do not know how. CPAs who work with me get their time back AND make more money. Most 8x their investment in the first 12 weeks, while cutting their client load. Fewer clients, greater income. Here's how: ✅ Shift from hourly to…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
How to Use a Book to Build a 7+ Figure Business
34:49
34:49
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Chandler is the author of 6 bestselling books including “Book Launch” and his most recent book titled “Published.”. He’s also the founder & CEO of Self Publishing School, the #1 online resource for writing your first book. Through his books, training videos, and Self Publishing School, he’s helped thousands of people on their journey to writing the…
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Accountant's Flight Plan Podcast
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Increasing Capacity with Wayne Findlay - podcast
33:53
33:53
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By Brannon Poe / Wayne Findlay
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
From Nearly Closing Their Doors to a 25% Profit Increase in 6 Weeks
29:39
29:39
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I am a professional leader who has high integrity and a passion for Shopify and Amazon e-commerce businesses. Using my many years of experience I have partnered with Connie Smith to create Financly Business Solutions offering cloud based bookkeeping and business development solutions for small to mid sized e-commerce businesses. E-Commerce bookkeep…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
How to Save 10 Hours per Week With Smart Workflow Systems
20:57
20:57
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A software developer with several years of experience in consulting and product development for the energy industry. After a brief stint in the Bay Area, I'm back in the energy capital of the world and looking to make it a lot more green!
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
How Systems Allow for More Creativity in Your Firm
36:00
36:00
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►►► Do you sometimes feel like your business is an adult daycare centre? Are you constantly repeating yourself, fixing errors and trying to hold things together? What if it were possible to create a business that runs itself? If you're anything like many seasoned business owners, you've tried and failed to systemise your business. The reality is, y…
An award-winning entrepreneur and finance executive, Chris has over a decade of experience leading businesses across industries to financial success. He brings exceptional skills in financial planning and budget management as well as talent recruitment. Chris launched his own business in 2014 and saw it surpass corporate growth projections by 40 pe…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
How to Improve Your Accounting Team Productivity by 20%
31:25
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In two years, clients in our 2X Growth Accelerator and Machine programs have generated over $172 million and counting... Now we've put the best strategies and methodology that is working day-in and day-out into our brand new book: From 6 to 7 Figures Get it free here: 6to7Book.com/FREE At 2X, we help 6 and 7-figure entrepreneurs optimize their oper…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
3 Simple Cybersecurity Tips to Protect Your Accounting Firm
19:01
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Partnering with a global network of Accounting Firms in providing the most advanced IT services and products specific to the industry.
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
How to Make Partnerships Your Key Growth Lever
31:38
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Brian is the Managing Director of Interchange Capital Partners. In this role he oversees strategic initiatives of the company with a specific focus on the Family Business and Entrepreneur client segment. His focus is on helping owners think through, build and execute on a value acceleration and transition strategy for the shareholders. He believes …
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Accountant's Flight Plan Podcast
1
Cash Flow Story with Alan Miltz - podcast
37:22
37:22
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By Brannon Poe / Alan Miltz
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
How DOWNTIME Helps You to Increase Your Firm’s Productivity
39:38
39:38
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As a Lean Six Sigma Black Belt, I help accounting firms challenge the status quo by leading process improvement initiatives that result in increased profitability and client satisfaction. I also facilitate the development and cultivation of future firm leaders in the areas of People, Planning and Processes. Internally, I blend concepts from Lean Si…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
5 Questions to Help You Reach $1M in Profit for Your Accounting Firm
36:46
36:46
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Discover how to dramatically boost your accounting firm profits while working less hours. ► Do you want to grow your accounting firm, increase profits and create efficiencies? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Your ability to structure your firm properly, to speed up workflow and reduce time spent on every project is your competitive a…
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Accountant's Flight Plan Podcast
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Modernizing accounting firms with Daniel Moshe - podcast
35:27
35:27
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By Brannon Poe / Daniel Moshe
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
From Panic Attacks to Running a Remote Firm on 20 hours Per Week
42:07
42:07
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Taxes are annoying. Finances can get complicated. Especially, when you're a full time traveler living and working out of your RV or luggage bag. There's a lot of grey area for folks like us. I'm a digital nomad CPA. I've been traveling the US and abroad out of a backpack, campervan, and now RV. I get the lifestyle of always being on the move. Let's…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
5 Steps to a Successful & Authentic Sale for Accounting Firms
37:10
37:10
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A RADICALLY DIFFERENT WAY OF APPROACHING SALES Sales is about relationships, and relationships are the new currency. Selling isn’t about pushing. Or pulling. Success in sales is the result of connecting with authenticity, coupled a willingness to care more about your client than yourself and expertise in your products and/or services. Sales is my “…
I'm a virtual CFO with the power (and the tools needed) to teach you and/or help you to maximize your profits and productivity. Please refer to the Contact Info link above for all of my contact information. That is the fastest way to connect with me and get/give information about how we can help one another. Attention Small Business Owners, QuickBo…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
How This Firm Owner Saved 16 Hours By Asking 3 Simple Questions
28:47
28:47
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Intuit ProAdvisor, Bookkeeper & Small Business Advocate. Jan has been involved in supporting bookkeeping professionals through initiatives such as ICBUSA, Bookkeeper Revolution, Bookkeeper Business Launch and her own FaceBook Community – The USA bookkeepers. Join her on the journey of enlightenment of small business accounting professional advocacy…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
5 Zapier-Based Automations You Can’t Live Without
28:09
28:09
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Let's talk accounting! I know, it's super boring. But at least we can make it a bit more interesting somehow. Accounting firms are slowly moving towards cloud-based services, and really, that's the future of the accounting industry. So what does that mean for you? Lower accounting costs and a more streamlined accounting process. My team and I at Bl…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1
These 3 Frustrations Are Keeping You From Growing Your Firm
24:39
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Founder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology. Co-founder of Backoffice Ally, a bookkeeping and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Host of the Th…
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Accountant's Flight Plan Podcast
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Gnarly stories about remote working at a cloud-based Accounting Firm with Carrie and Sean Mulrooney - Podcast
42:00
42:00
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42:00
By Brannon Poe / Carrie & Sean Mulrooney
