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We help bookkeepers find clients, make more money and build businesses they love. Join our free community for bookkeepers and accountants. The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of th ...
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
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 unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
Alyssa Lang
Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workfl ...
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Discover 5 Ways to Increase Profit and Cash-flow for your Small Business without having to save and pinch pennies.
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Show Summary: In today’s episode of the Grow My Accounting Practice podcast, we are joined by Rhamy Alejeal, owner of People Processes, to explore how HR can supercharge profitability for businesses. Rhamy explains why accountants should pay close attention to their clients' HR strategies and highlights the often-overlooked overlap between accounti…
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In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters. They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of exis…
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Alyssa Lang interviews Scott Scarano, Owner and Founder of Accounting High and Padgett Business Services, on the importance of communication and trust within a team, experiences with software systems, reflections on transitioning from sales roles to passion projects, and the challenges and successes of managing teams in introverted industries. In t…
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In this episode of The Bookkeepers' Podcast, Jo and Zoe are joined by Jasper Steinhausen, founder and CEO of Business with Impact. Jasper is a leading business consultant who helps SMEs in the manufacturing space achieve profitability through sustainability. He has worked with over 100 companies, guiding them through green transformations that not …
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Show Summary: In today's episode of the Grow My Accounting Practice podcast, Vivek Shankar joins us to dive deep into a critical yet often misunderstood topic: how accounting firms can build a differentiated brand. Vivek highlights the gap many firms face—they’re constantly told they need to build a brand, but rarely shown how to do it effectively.…
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In this episode of The Bookkeepers' Podcast, titled "How to Finish Off 2024 in a Strong Position," hosts Jo Wood and Zoe Whitman dive into strategies for making the most of the final quarter of 2024. The episode begins with the hosts catching up after a summer break, reflecting on the back-to-school feeling that September brings, and how it spurs a…
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Alyssa Lang interviews Brooke Swan, owner and founder of Clarity Bookkeeping & Consulting who’s on a mission to help her clients gain more clarity in their finances. Brooke’s become an educator in this space and today they talk about how to identify month end deadlines and how to shift them for clients to create better project management for hersel…
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Show Summary In today’s episode of the Grow My Accounting Practice podcast, Mark Evans shares his insights on business growth and building businesses remotely. Mark reveals how he completed thousands of real estate deals without ever meeting sellers and buyers face-to-face, showcasing the power of remote operations. He also dives into his entrepren…
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On this episode of Growing Your Firm, host David Cristello interviews Michelle Neiswender, CFP the founder and CEO of FIRE Wealth Management. Michelle shares insights from her experience in the wealth management industry, offering valuable lessons applicable across different sectors. As a fee-only certified financial planner, Michelle specializes i…
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The Manifestation Shift: Unleashing Confidence and Abundance in Your Business with Alyssa Simpson
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Alyssa Lang interviews Alyssa Simpson, Owner of Alyssa Simpson Coaching and mindset and manifestation coach, on the power of doing the inner work, embracing authenticity, and cultivating unshakable confidence. They discuss shedding old identities, shifting mindsets from scarcity to abundance, and the importance of aligning actions with desired outc…
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What if we told you that leadership isn’t just for CEOs or large teams? Even if you're a solo bookkeeper, understanding and applying leadership principles can profoundly impact your business. In this episode of The Bookkeepers' Podcast, Zoe Whitman dives deep into the subject of leadership with a special guest, Olly Whitman, the founder of Laterall…
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Show Summary In this episode of the Grow My Accounting Practice podcast, Michael Agugliaro, a mindset and accountability expert, delves into the profound connection between mindset, accountability, and business success. Michael shares how developing the right mindset and holding oneself accountable can significantly impact a business owner's abilit…
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In this solo episode, Alyssa Lang covers the four key components you need to have in place in order to become a removable CEO within your business which include the right mindset, offers, systems and team. In this episode you’ll hear: How to reflect on how you got to where you are and how you will get to your next goal by shifting your mindset How …
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The Power of Niching Down: The Path to a Thriving Bookkeeping and Accounting Business with Sarah Bratcher
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Alyssa Lang interviews Sara Bratcher, Founder and CPA of REI Accounting Solutions, on the power of niching down, adapting processes within a niche focus, and the importance of staying updated on industry trends and technologies. Sara shares her journey of transitioning to a niche within real estate investing, the impact of letting go of non-aligned…
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we are joined by Jemel Smith, a seasoned accountant and business owner who is passionate about helping companies achieve sustainable growth and profitability. Jemel shares his journey of becoming a Fractional CFO, where he leverages his deep financial knowledge to guide bus…
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On this episode of Growing Your Firm, David Cristello interviews Max Minsker, the founder and CEO of Bookmate, a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services. The discussion delves into his unique approach to packaging and pricing, highlighting his atypical p…
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In this solo episode, Alyssa Lang covers all things quality control. She shares why you should have quality control in place if you have a team (or plan to), the exact step-by-step process and everything you need to know to implement it. In this episode you’ll hear: What quality control is and why this process is one of the most important processes…
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In this solo episode, Alyssa Lang covers … the unexpected challenges and responsibilities that come with being a bookkeeper and accountant, common mistakes she sees in the industry and how to solve your biggest problem in the business. In this episode you’ll hear: How to identify core system issues and where to begin when improving systems Why focu…
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Show Summary In this episode of the Grow My Accounting Practice Podcast, Katie Richardson shares her profound insights on how business owners can achieve both business growth and personal fulfillment without sacrificing family life. She kicks off the conversation by discussing how to create the life you've always envisioned, even if your schedule i…
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In this episode of the Growing Your Firm podcast, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Laurence Whittam, the Managing Director at Impact Global Solutions. Laurence specializes in helping CPA firms build successful outsourced teams. The discussion delves into the evolving landscape of the industry, where the challenge …
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This interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Serena Shoup from Ambitious Bookkeeper. We talk about managing clients, offering advisory services, and the importance of SOPs in your bookkeeping firm. From practical business advice to lighthearted banter, you’ll wanna tune in to elevate your bookkeeping game! In thi…
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Let’s face it: marketing as a bookkeeper can be daunting, especially when the word “copywriting” comes into play. But what if we told you that mastering the art of copywriting could transform how you connect with potential clients and grow your business? In this episode of The Bookkeepers' Podcast, we’re joined by Vicki Handley, a copywriting strat…
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In this podcast we discussed how to utilise a bot in your business to leverage your time, increase efficiency and create more time to support your clients. Emma James is building Otto to use in her practice. Find out more here: https://withotto.app ----------------------------------------------- Find out your next step in bookkeeping. Free calls an…
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Alyssa Lang interviews Serena Shoup, her biz bestie and owner of Ambitious Bookkeeper, about reflections on personal and professional experiences, offering valuable insights and strategies for navigating the world of bookkeeping and entrepreneurship. In this episode you’ll hear: What business strategies & approaches Alyssa & Serena have What it’s l…
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we are joined by Nathan Rigney, who shares invaluable insights on "Mastering Growth: Expert Strategies for Entrepreneurs and Accountants." Nathan discusses how entrepreneurs can transform their ventures into profit-generating businesses. He emphasizes the importance of reco…
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In this episode, Alyssa Lang covers the common mistakes bookkeepers and accountants make when pricing their services and offers, providing insights on reevaluating pricing structures for optimized profitability. In this episode you’ll hear: How to reanalyze your current clients and service fees for profitability and growth How to determine your bas…
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What if we told you that mastering cash flow forecasting could be the key to not only managing your bookkeeping practice but also empowering your clients to thrive? In this episode of The Bookkeepers' Podcast, we revisit a conversation with Colin Hewitt, CEO of Float, a leading cash flow forecasting tool. Originally recorded in 2023, this discussio…
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Show Summary In this enlightening episode of the Grow My Accounting Practice Podcast, we dive into the world of sponsorships with Justin Moore, a seasoned Sponsorship Coach and the founder of @CreatorWizard. Justin addresses a common misconception right off the bat, discussing whether non-dancers can secure sponsorships on platforms like TikTok. Hi…
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In this episode, host David Cristello interviews Billy Angelo, the managing partner of Angelo and Associates, who brings over 20 years of experience in the accounting industry. Billy shares insights on steering small businesses, specifically private practice owners, towards financial clarity and success. They discuss topics such as off-boarding cli…
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In this solo episode, Alyssa Lang covers overcoming mindset blocks, shifting self-talk for success, creating solutions to break through mental barriers, and aligning your business with your next-level self. In this episode you’ll hear: What mindset blocks and things you tell yourself that have gotten in the way of your success How to shift what you…
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In this episode of The Bookkeepers' Podcast, we speak to Dara Ladjevardian about how you can leverage a digital clone to scale your availability for new and current clients. Dara was born in Houston, TX. He studied Physics & Computer Science at Georgetown, after which he moved to San Francisco to work at C3 AI. He then started and sold his first co…
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In this episode of The Bookkeepers' Podcast, Zoe Whitman and Jo Words discuss how to start a virtual bookkeeping practice from home. They share their personal experiences and provide valuable insights for aspiring virtual bookkeepers, covering topics such as setting up a home office, leveraging technology, and building a client base.This episode is…
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we're thrilled to welcome Amy Baltimore, a seasoned accountant who has revolutionized her financial landscape through disciplined strategies. Amy shares her transformative journey from facing annual losses of tens of thousands of dollars to generating over $300,000 in incom…
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Today's guest, Seth Fineberg, a veteran in the accounting industry and founder of Accountants Forward, shares insights on how firm leaders can lead by example to move the profession forward. He discusses his career journey and current services, emphasizing the importance of instituting positive practices in the industry. Tune in to learn from Seth'…
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Alyssa Lang interviews Nicole Staples, Owner and Founder of Nicole Staples Yoga, on all things yoga, movement, breath control and so much me specifically tailored for entrepreneurs like you. Alyssa and Nicole deep dive into creating more control and less stress, creating a team space that encourages movement and connection and so much more! In this…
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Show Summary In today’s episode of the Grow My Accounting Practice Podcast, we’re thrilled to welcome Christian Brim, a Profit First Professional and the distinguished author of "Profit First for Creatives." Christian dedicates his career to helping small business owners achieve financial stability and growth through innovative accounting strategie…
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On this episode of Growing Your Firm, host David Cristello welcomes Cory Gayman, CPA, the CEO/CFO/Founder of JCG Tax & Advisory Firm. Cory shares insights on establishing common ground with entrepreneurs, addressing the accounting talent shortage, improving accounting efficiencies, and navigating the world of virtual firms. Tune in for valuable tip…
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In this solo episode, Alyssa Lang answers a question that was submitted by one of our Instagram followers who asked, “How do you decide when and how to make changes in your team when things aren’t working out?” and that is exactly what is covered in this episode. In this episode you’ll hear: How to identify when things are not working out with a te…
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