Bedste Vcfo-podcasts (2024)

1
322 21 Intangibles CPAs Can Price to Increase Margins 20:39

4d ago20:39

20:39

21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can: - Capture the value you are already creating by implementing more strategic pricing - Segment your marketplace and existing clients - Offer increased value at a higher price - Offer reduced value at a lo…

1
321 When Your Revenue Dries Up Overnight with Minnie Lau, CPA 50:16

11d ago50:16

50:16

What do you do when the market throws your business a giant curve-ball and your revenue streams dry up overnight? Minnie Lau CPA shares the good, the bad, and the ugly of niching into stock option planning and watching IPOs evaporate. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting fir…

1
320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA 43:37

18d ago43:37

43:37

Have you ever wondered how fast you might be able to make meaningful improvements to your practice? With baby #2 on the way, time was of the essence. Find out what changes Kyle made, in what order, and what the impact of those changes was. Connect with Kyle here: https://www.weselycpas.com/ … Link to full shownotes: https://www.businessstrategyforc…

1
319 Peak Freedom: Say Hello to Your People 21:06

25d ago21:06

21:06

The very thing you need to help you create the accounting practice you want to own that has the time, freedom, revenue, control, and clients you want. It’s time to find and be with your people. Peak Freedom Join Now » https://geraldinecarter.com/peak-freedom … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by…

1
318 The Power of Your Dread in Your Accounting Firm 26:00

1M ago26:00

26:00

The more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun, but sometimes it's a part of business. When you learn how to harness your dread, you get what’s on the other side: glory. … Take 45 seconds to watch Alex Hormozi coach this firm owner - from the 17:50 mark to the 18:40…

1
317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPA 36:26

1M ago36:26

36:26

Have you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn’t make it your reality? Belita Blasingame knew she was up to the challenge of reshaping a firm she had purchased into the one she envisioned. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own acc…

1
316 Pricing vs. Value-Billing 7:27

2M ago7:27

7:27

Do you think like someone who bills, or like someone who prices? If you think like a person who bills, you might be leaving profit on the table. Learning how to price requires thinking like a person who prices. This episode will help you get this concept into your bones so you can start thinking like a pricer and bring in more revenue for equivalen…

1
315 Nine Reasons for CPAs to Disengage Clients 19:55

2M ago19:55

19:55

If you don’t fire client who need to be disengaged or fired, you risk: Getting resentful Reducing work efficiency Not enjoying your work Not enjoying your accounting firm Staff suffering or feeling demoralized Staff leaving Not having capacity for a great client to onboard Lest I sound cold-hearted, I always advocate for letting clients go with int…

1
314 How CPAs Can Reduce Overwhelm During Tax Season 11:31

2M ago11:31

11:31

We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure. During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentation despite months of begging and pleading. And then, like clockwork, a slew of clients submit their documents a week before t…

1
313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless 45:18

2M ago45:18

45:18

Ron Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Revenue. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours wi…

1
312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EA 28:23

2M ago28:23

28:23

Do you know you need to raise prices but are intimidated by all the factors going into the decisions? Kathy Hayden, EA, and her sister, Julie Wagner, had 1100 clients with varying degrees of complexity, legacy, and price discrepancy. They share the 7 most important lessons they learned from their experience, including how it changed them and their …

1
311 4 Ways CPAs Can Price Intangibles 8:47

3M ago8:47

8:47

Just how much revenue did that ship mechanic leave on the table? Had he been better at pricing, he might have been able to price more profitably. Pricing intangibles is a skill, and the better a seller does it, the more revenue he can generate for the time and effort he puts in. But how do you price intangibles when they are hard to pin down? In to…

1
310 From Exhausted to Having Her Life Back: Wendy Norman, CPA 41:27

3M ago41:27

41:27

Two years ago, Wendy was working 70 hours a week in her firm. She was exhausted and “wanted to hide under the bed.” Now, she works 30 - 40 hours a week, has her life back, and brings in more revenue at higher margins. … Link to full shownotes: https://www.businessstrategyforcpas.com/310 … If you feel trapped by your own accounting firm, I can help …

1
309 How to Start Niching When You Don't Know Where to Start 1:10:42

3M ago1:10:42

1:10:42

When it comes to creating revenue for your accounting practice, you need to create value and you need to price effectively. Niching is a powerful way to create more value with less time and effort, and niching is a powerful way to price more effectively. Niching also makes your accounting practice less expensive to run because the more clients look…

1
308 How CPAs Can Create and Communicate Value 1:00:00

3M ago1:00:00

1:00:00

Do you want to increase your revenue without working harder? If so, deepening your appreciation of creating value for clients and clearly communicating that value is a great bet. The less a business-owning accountant appreciates value, the more she’ll work hours to create dollars, and who wants that? LINK TO VIDEO REPLAY IN CROWDCAST: https://www.c…

1
307 Take the shortcut!! With Hector Cantu, EA 22:14

4M ago22:14

22:14

You can figure out how to make the changes you need to make to your firm out on your own. But just because you can doesn’t mean you should. I talk with Down to 40 Hours CPA Masterminder Hector Cantu about the difference between DIYing and taking the shortcut. – “It would have taken me years on my own to figure out the changes we made in less than a…

1
306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA 40:06

4M ago40:06

40:06

Running and growing your accounting practice can feel like a lot –– and maybe sometimes a hair more than you care to manage. Yet, how to change, what to change, and in what order to change things can be far from obvious. In this conversation, I want listeners to hear what it sounds like to make a bunch of progress in four months, while being owner …

1
305 Hiring is not the Solution to CPAs Overworking 14:26

4M ago14:26

14:26

Working more hours than you want can be a tough place to be. A place that you want to get out of as fast as possible. It would make sense to think that hiring someone to handle the excess work is the solution. I want to show you why hiring may not be the best option and how it might actually make the overworking problem worse. … If you feel trapped…

1
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA 39:07

4M ago39:07

39:07

Melissa Downs, EA completed two rounds of Down to 40 Hours and one round of Down to 25 Hours. A year ago, she was caught in the hustle and grind. Now, she works 15 hours a week and is testing out what it feels like to coast. Want numbers? She cut 70% of her client load, works 73% fewer hours, and kept her take-home pay the same. Find out how in thi…

1
303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project 36:42

5M ago36:42

36:42

I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, an…

1
302 Permission to Travel Your Own Path with Shana Cooper, CPA 38:27

5M ago38:27

38:27

For the listener who feels the tension between the path he’s on and the one he really wants to be on, I talk with Masterminder Shana Cooper, CPA about giving yourself permission to travel your own path. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients wh…

1
301 The Four Factors that Drive CPA Firm Multiples with Todd Steinberg 37:59

5M ago37:59

37:59

Are you considering selling in a few years and wondering where to focus? My guest, Todd Steinberg, President of Thrive Financial Group, discusses how client mix, profitability, location, and transition assistance impact sales multiples. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting f…

1
300 Making Your Dream of Working Fewer Hours Attainable 26:53

5M ago26:53

26:53

What to think about (and what not to think!) to bring your hours down off the shelf of “wouldn’t that be dreamy” and make what you want a reality. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value y…

1
Sarah Thomas - Getting matched with Edumatch 36:50

5M ago36:50

36:50

edumatch

1
299 [Hire Well] Leveraging Near-Shore Talent in Guadalajara with Kristen Keats, CPA 27:43

6M ago27:43

27:43

As part of the [Hire Well] series, I talk with Kristen Keats, founder of founder of Breakaway Bookkeeping & Advising, owner of Sherwood Tax & Accounting, founder and client of Cadencia, about how to use near-shore talent in Guadalajara, Mexico, to build a team that works smoothly together. … Hey CPA firm owner, glad you found the podcast. If you fe…

1
298 3 Key Factors Driving Sales Multiples with Brannon Poe, CPA 31:54

6M ago31:54

31:54

I get an update from Brannon Poe, CPA, on the marketplace, what’s driving multiples, and how P/E is impacting the space. We also discuss strategies and considerations for selling to an internal staff member. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clien…

Podcasts der er værd at lytte til

Vcfo Podcasts

Podcasts der er værd at lytte til

1
Business Strategy for CPA's

Geraldine Carter

1
Worth to Wealth

La'Shonda DeBrew

1
322 21 Intangibles CPAs Can Price to Increase Margins 20:39

1
321 When Your Revenue Dries Up Overnight with Minnie Lau, CPA 50:16

1
320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA 43:37

1
319 Peak Freedom: Say Hello to Your People 21:06

1
318 The Power of Your Dread in Your Accounting Firm 26:00

1
317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPA 36:26

1
316 Pricing vs. Value-Billing 7:27

1
315 Nine Reasons for CPAs to Disengage Clients 19:55

1
314 How CPAs Can Reduce Overwhelm During Tax Season 11:31

1
313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless 45:18

1
312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EA 28:23

1
311 4 Ways CPAs Can Price Intangibles 8:47

1
310 From Exhausted to Having Her Life Back: Wendy Norman, CPA 41:27

1
309 How to Start Niching When You Don't Know Where to Start 1:10:42

1
308 How CPAs Can Create and Communicate Value 1:00:00

1
307 Take the shortcut!! With Hector Cantu, EA 22:14

1
306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA 40:06

1
305 Hiring is not the Solution to CPAs Overworking 14:26

1
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA 39:07

1
303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project 36:42

1
302 Permission to Travel Your Own Path with Shana Cooper, CPA 38:27

1
301 The Four Factors that Drive CPA Firm Multiples with Todd Steinberg 37:59

1
300 Making Your Dream of Working Fewer Hours Attainable 26:53

1
Sarah Thomas - Getting matched with Edumatch 36:50

1
299 [Hire Well] Leveraging Near-Shore Talent in Guadalajara with Kristen Keats, CPA 27:43

1
298 3 Key Factors Driving Sales Multiples with Brannon Poe, CPA 31:54

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