Owners & Operations - Accountants

This week we dive into value pricing with Mark Wickersham - a pioneer of value pricing in the accounting industry, who has been showing accountants how to charge their value for years. We go over the difference between value pricing and the traditional 'per hour' pricing model & why it's outdated and undermines our field as a whole. 

This week we grill our good friend Craig Hausz abut firm acquisitions. Craig has grown his firm exponentially through buyouts over the years and he has learned A LOT. This week, he is in the middle of adding over half a dozen new employees and onboarding hundreds of clients. Listen & learn with us!

We are PUMPED to have Matt Patrick on to talk about Company Culture. His firm, Patrick Accounting, has received several honors and awards for the 'best firm to work for' by AccountingToday in 2021, Inc 5000 Fastest Growing companies in 2019, 2020 & 2021, as well as many other recognitions. Let's just say that when it comes to having a badass culture, Matt Patrick is the OG, and we should all listen to what he has to say.

This week our good friends over at Business Builders - a top tier marketing agency, Ali & Kari, completely school us on the big picture marketing principles and practices.

We talk about messaging, platforms, StoryBrand, marketing mistakes & more.

This week a good friend of ours & a fellow generational firm owner, Kurt Rickoff.

Not only is he second generation - his daughter is now under his wing, learning the ropes.

Tune in for a lighthearted discussion & to learn how very different our parents handled bringing us into the business.

Andrew Berg is on our top favorite people list.

He is a firm owner that makes it a point to think and work outside of the box and is anything BUT traditional.

This week we have a great, hilarious conversation with him about how an out of the box firm is possible - how not working overtime and giving your staff flexibility is not only possible, but the only way any of us will ever do business.

Interested in our courses to help your firm out of the box?

This week will BLOW YOUR MIND. 

Thinking about rebranding or merging with another firm?

This week Eric and John of Kaizen CPA's & Advisors join us to talk about their journey over the past couple of years through rebranding and merging their firms. They share the lessons they've learned, what not to do & what is working well.

Katie Ferro of the Profits & Prosecco Podcast joins us this week to discuss the importance of having bookkeeping as one of your main service offerings.

Tax Deadlines Suck - Here are our tips to make them suck much much less.

Tech - remote work - it's coming for you, whether you like it or not.

TechGuru - a tech company that specializes ONLY in accounting firms joins us this week to share their pro tips about going remote, being in the cloud (they also tell us what the cloud is), what security concerns you need to be watchful of, and what to look for when choosing a tech team to assist your business. 

We go over our client onboarding process and how we have refined it over the years to absolutely blow new clients out of the water...all while maintaining order and following step-by-step process internally.

Head over to our blog for a more in depth breakdown:

Let's get your ducks in a row before they light on fire this tax season. 

We go over our top tips and strategies to prep for tax season NOW so that we aren't scrambling when the time comes. Prepping early helps us keep those 40 hour work weeks during tax season - you don't wanna miss this one. 

If you're on the fence about niching down - this episode is for you!!
Amy night joins us this week to give us all the advice on why you want to niche down and how to go about it.
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I forced Erin's hand this week to talk about buying firms because of popular demand...

So we talk about what Erin and Jake have learned over the years of buying and selling firms and what they would do differently today.

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Are you afraid of sales?
Completely lost on where to start?

So were we! Now, our process is pretty nailed down. Listen in for Erin's best tricks and tips so you can start selling and killin' it.

This episode we dive into some specific things we've changed over the past ten years to allow us to evolve from the 'traditional tax firm' to a streamlined firm that only works 40 hours a week - even during tax season. Amber, our Director of Operations, joins us to help go over the specifics. 

Today we got some stellar tips from an accounting professional recruiter, Ryan, on how to find, attract, and keep the talent that we need to keep our businesses running.
We all know that the last two years finding good help has not been easy. Ryan breaks it down for us - as a business owner, you need to find out what candidates want and how to give it to them. The old-school mentality of 'I'm giving you a job, you should be grateful' - is DEAD. Listen for tips on how to refine your hiring practices so you can stop wasting your time on candidates who's need and values don't align with yours.

Did you know that most people will work for LESS MONEY at jobs that have good, healthy culture?

Company culture is the pulse of your business. It's what attracts new talent, and keeps the high performing talent you already have.

Truth of the matter is, people don't leave jobs - they leave toxic workplace environments.

Join us this week to get a glimpse into our journey of embracing our company culture, and how that has changed our firm - and why we'll keep telling other firm owners not to skip this step of building their business.

This episode we cover SO MUCH about the who, why, and what of crafting your ideal client and how this can help streamline your business & processes so that you don't have to work so hard.

Today we talk to Joe about his role as a coach and how he got into this industry. What are the perks of getting a coach? When do you know it's time to get a coach? What results can you expect from coaching? We talk all that and a lot more. 

Meet Erin & Katie and get to know them a little better. They talk about growing up with parents who owned a 'traditional' burn-out accounting firm and how Erin and her husband Jake swore they would change the business model when they entered the industry themselves 15 years ago.