Episodes
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Many firms struggle with document collection during tax season. In this episode, I share why it's an issue and how I recommend handling it.
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Tax season often leads to overtime, but it doesn’t have to. Start with these simple strategies to enjoy a smoother tax season this year.
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Missing episodes?
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I'm a big believer in 3-tiered pricing. Here’s what makes the best packages stand out and why they can help you close more deals.
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Are you struggling to add advisory services without taking on all the work yourself? Learn how to delegate and make advisory work scalable.
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Running a firm can be stressful. Discover the top 8 stress-reducing tips that I used when I ran my firm and now in my current business.
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Advisory services give clients peace-of-mind, but they're often delivered ad hoc. Here's how to offer advisory services on a recurring basis.
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There's one skill they don't teach you in school that can have a huge impact on your business. Find out how to harness it in this episode.
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I sold my firm 5 years after starting it. Discover the 6 reasons why buyers were interested, and get tips that could help you sell your firm.
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Employee turnover is often caused by hiring people with the wrong traits. Discover the 3 traits I require in every team member we hire.
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Running a firm can be complex. But many firm owners overcomplicate it. Discover the only 4 things you truly need to have a great firm.
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Don't take cybersecurity for granted. Learn 10 steps we're using to protect ourselves and how they can help safeguard your business too.
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Discover the 4 biggest marketing wins that generated leads and new business for my firm, so you can apply the lessons to your own business.
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Learn from my marketing missteps at Xen Accounting. In this episode, I share my biggest failures to help you save time, money, and effort.
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Niching is a powerful tool to cut through the noise. But should your firm do it? And if so, how? Listen to this episode to find out.
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Do you know what actually impacts your firm’s value? Discover the 5 key factors buyers consider when determining your firm's worth.
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I’ve built remote teams for over a decade. If you want to hire offshore team members, make sure you avoid these 7 big misconceptions.
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Discover a step-by-step process to rank your clients and eliminate your worst ones, so you can cut workload and boost profitability.
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Leveraging partnerships can grow your business fast if done right. Follow these steps to improve your chances of landing more partnerships.
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Your clients aren't interested in your processes or tasks. Discover what they truly want and how you can better satisfy their needs.
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