Podcast Episodes

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From Traditional to Cloud: How to Transition Your Accounting Firm with Barbara Agerton

Learn tips and tricks for converting your rural accounting firm to the cloud. 

3 years, 5 months ago

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How to make 100% of your revenue hit the bottom line

Lessons from Millions in accounting firm sales

3 years, 5 months ago

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(Podcast) Making the Move to the Cloud with Cecilia Gordillo & Natasha Mclaren-Doerr

Creating a virtual firm

3 years, 7 months ago

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How to Scale a Cloud Accounting Firm - $0-$750K in 2.5 years -Podcast with Alex Dawes

Learn how Alex Dawes scaled her cloud firm and gain insight into how you can implement those growth tactics in your firm. 

3 years, 8 months ago

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Trends and Advice for Modernizing your Accounting Firm with Bruce Coombes (Podcast)

Episode 51

On this podcast, we discussed accounting trends specific to the U.S and how they compare with the industry world-wide. Bruce has noticed a slower tre…

3 years, 11 months ago

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How to Modernize Your Accounting Firm to Go Virtual

Episode 50

The tech stacks and tools accountants are using to virtualize their firms, and the benefits of converting. 

3 years, 11 months ago

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How Mario Pizzamiglio, CPA cut his client list, increased his revenue, and reduced his hours.( Podcast)

Episode 49

Mario cut his client list by 150 clients and increased his revenue by $150,000 all the while setting boundaries around his weekends and nights. In th…

3 years, 11 months ago

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How to Attract and Keep Employees With Jill Christensen

Episode 49

We know that hiring and retaining staff is a huge struggle for many businesses right now, not just in the accounting industry. In short, what employe…

4 years ago

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Automating your Accounting firm with Jetpack Workflow’s CEO, David Cristello (Podcast)

Season 1 Episode 48

Allocating time and energy toward automation can seem daunting, but truthfully it's just tedious. It’s a matter of selecting the right software and g…

4 years, 2 months ago

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Why You Need to Leave Billable Hours Behind with Geraldine Carter | Accountant’s Flight Plan Podcast

Episode 47

In her coaching, Geraldine focuses on the kind of pricing model you use in your firm, what your client list looks like, and what changes could be mad…

4 years, 3 months ago

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