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Accounting Marketing Doesn't Suck

Business & Economics Podcasts

Host Hugh Duffy takes you behind the scenes with successful accountants, CPAs, and industry elites in conversations about growing a more profitable business. The podcast is meant to inspire accountants to embrace marketing and leverage it to accomplish their goals and provide them with more control over their practice and life. This podcast is created by Build Your Firm.

Host Hugh Duffy takes you behind the scenes with successful accountants, CPAs, and industry elites in conversations about growing a more profitable business. The podcast is meant to inspire accountants to embrace marketing and leverage it to accomplish their goals and provide them with more control over their practice and life. This podcast is created by Build Your Firm.

Location:

United States

Description:

Host Hugh Duffy takes you behind the scenes with successful accountants, CPAs, and industry elites in conversations about growing a more profitable business. The podcast is meant to inspire accountants to embrace marketing and leverage it to accomplish their goals and provide them with more control over their practice and life. This podcast is created by Build Your Firm.

Language:

English

Contact:

(203) 318-8386


Episodes

069: Growing From $225K to $100M By Focusing on Execution with Gary Shamis

7/18/2020
Gary Shamis, Principal at Winding River Consulting, has had a lifelong career in accounting, growing his father’s accounting firm from $225,000 in revenues to approximately $100 million. He built the 37th largest independent accounting and consulting firm in the nation before combining SS&G, Inc. with BDO USA, LLC in 2014. Tune in and hear Gary talk about why execution is harder than strategy, how developing niches can include both services and industries, and why scooping up talent when you...

Duration:00:40:15

068: A conversation with Allan Koltin

4/28/2020
Join host Hugh Duffy as he has a conversation with Allan Koltin, CEO of Koltin Consulting Group. Koltin is a nationally recognized speaker and industry analyst. He has appeared on numerous local and national media platforms, spreading his industry expertise. The two discuss various topics, focusing heavily on the future of the business. Which strategies will work long-term? Which ones are already being left behind? Join us! Allan D. Koltin, CPA, CGMA Twitter I LinkedIn I Website For...

Duration:00:54:00

067: Craft Beer and Local Food with Corey Lord

4/14/2020
Want to know about the craft beer and local wine and food industries? Then don't miss this episode! Join host Hugh Duffy as he talks with Corey Lord, Lord CPAs. The two discuss how he got started in this unique niche. What are some of the pressure points in those businesses? And what are some of his goals for the future? Corey Lord, Lord CPAs Twitter I Facebook I Website Corey is the CEO and a Client Ally at Lord CPAs. Corey took over Lord CPAs from his father in 2010 and has since...

Duration:00:28:59

066: Look at the Film Industry Tax Credit Business with Irene Waschler

3/31/2020
Want to know about the tax credit business in the film industry? Then don't miss this episode! Join host Hugh Duffy as he talks with Irene Waschler, Waschler CPA, LLC. The two discuss how she got started in this field. What are some of the challenges she faces? What marketing strategies have worked for her? Also, what does the future look like for Waschler CPA? Irene Waschler, Waschler CPA, LLC Twitter I Website I Email Irene Wachsler is a Certified Public Accountant specializing in...

Duration:00:27:39

065: Luke Gheen: Building a Practice From Scratch

3/17/2020
Would you leave a safe and comfortable controller position at a large company to start your own CPA firm? That’s what Luke Gheen, founder of Gheen & Co. in Colorado Springs, did – in his early 30s and without any public accounting experience. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Luke about his decision to strike out on his own, the challenges he faced and how he landed many of his clients because of unsatisfactory service. “There is a such a need in the...

Duration:00:25:50

064: Detailed Look at the E-Commerce Space with Marilyn Parham

2/18/2020
Want to know the latest on the E-Commerce space? Then don't miss this episode! Join host Hugh Duffy as he talks with Marilyn Parham, Founder and CEO of The Bottom Line® CPA, about the opportunities and challenges in E-Commerce. Parham explains the importance of finding a niche and mastering it and that's how she discovered the E-Commerce community. Tune into why she started their own Amazon channel to sell products as well. Marilyn Parham, Founder and CEO of The Bottom Line® CPA Facebook...

Duration:00:27:52

063: Exploring the benefits of AAM with Lauren Clemmer

2/4/2020
The Association for Accounting Marketing has been around since 1989 when accounting firms could start advertising for their services. Tune in to this episode when host Hugh Duffy talks with outgoing AAM executive director Lauren Clemmer about how the 800-plus member organization got its start and what assets it provides to its members. Hear about the biggest issues marketers in the accounting industry face, how technology is impacting marketing and how the marketing role continues to evolve....

Duration:00:26:51

062: In-Depth Look at the Craft Brewery Niche with Maria Pearman

1/21/2020
Want to know what’s going on in the craft beer industry globally? You won’t want to miss this episode! Join host Hugh Duffy as he talks with Maria Pearman, principal at Perkins & Co. about her experience traveling the world, gaining insight about the craft beer industry. As the author of Small Brewery Finance: Accounting Principles and Planning for the Craft Brewer” Maria provides listeners with inside tips on becoming a leader in this dynamic niche. Tune in to learn how she broke into the...

Duration:00:47:46

061: Growing From $225K to $100M By Focusing on Execution with Gary Shamis

1/14/2020
Gary Shamis, Principal at Winding River Consulting, has had a lifelong career in accounting, growing his father’s accounting firm from $225,000 in revenues to approximately $100 million. He built the 37th largest independent accounting and consulting firm in the nation before combining SS&G, Inc. with BDO USA, LLC in 2014. Tune in and hear Gary talk about why execution is harder than strategy, how developing niches can include both services and industries, and why scooping up talent when you...

Duration:00:40:15

60: AI and Tech Trends in Accounting with Ranica Arrowsmith

1/7/2020
Are you a small firm practitioner that needs to get up-to-speed on accounting technology trends? You’re not alone. Join us for this episode as Hugh talks with Ranica Arrowsmith, technology editor for Accounting Today. Tune in to find out the best resources out there to stay on top of what’s happening, why vendor user communities can be a valuable tool for accountants and how AI is impacting the accounting profession already. Join us! Ranica Arrowsmith Twitter Ranica Arrowsmith, technology...

Duration:00:35:12

059: Virtual CFO Services for Creative Agencies with Jody Grunden

12/31/2019
In this episode, host Hugh Duffy talks with Jody Grunden, CEO of Summit CPA, all about how he built his virtual CFO firm from the ground up – and all the decisions involved in that endeavor. From flat fee billing, to setting up staff members to work virtually to how marketing plays an important role, tune in to hear Jody’s compelling story of growth and profitability. Join us! Jody Grunden, Summit CPA Group Website | LinkedIn Jody Grunden is a CPA with a passion for changing the way...

Duration:00:36:41

058: Talking Key Metrics and Digital Strategy with Jeff Antaya of Plante Moran

12/24/2019
What’s it like being CMO and partner of a large firm? What metrics do you watch and what resources do you refer to for professional development? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Jeff Antaya of Plante Moran. Tune in to hear about the firm’s strengths and weaknesses, how going digital impacts marketing and business development and why having writers on your team is paramount to creating new and unique content that people want to read. Join...

Duration:00:34:40

057: Encore Episode - Being Mindful in Your Practice with Amy Vetter

12/17/2019
Looking to bring more mindfulness into your practice or business? Not sure why it matters? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with CPA, yogi and technologist Amy Vetter about a variety of topics impacting small accounting firms and beyond. From her thoughts on the term “trusted advisor” to why knowing your purpose is crucial in client work, to the impact of AI and machine technology in firms, you won’t want to miss this! Amy Vetter LinkedIn |...

Duration:00:42:51

056: Uncorking the Wine Industry with Geni Whitehouse

12/10/2019
Come get a taste of the best in this interview with Geni Whitehouse. Geni is a winery consultant at Brotemarkle, Davis & Co. in Napa Valley and has been an influencer in the accounting profession for many years. In this episode host Hugh Duffy dives in to talk with Geni about how she learned about the wine industry, the technology and benchmarking tools her firm uses to provide unique value to wineries and what’s on her marketing to-do list. Join us Geni Whitehouse, CPA Twitter Geni...

Duration:00:57:45

055: Thriving in the Cannabis Niche with Zachary Gordon

12/3/2019
Meet Zach Gordon. He’s the Chair of the Cannabis Industry Committee for the New York State Society of CPAs and is part of the team heading up the cannabis practice at Janover LLC in New York. In this episode, learn about the cannabis market in NYC, how his firm vets clients (they currently work with cannabis clients in 18 states) and why the NYSSCPA decided to launch a cannabis conference for accounting and other finance professionals. Zachary Gordon, Senior Manager, Janover...

Duration:00:37:36

054: The Best Accounting Tech with Blake Oliver

11/26/2019
How much do you use technology in your firm? Cloud technology is becoming a must-have for many accounting firm owners and chances are, you are already using some sort of cloud-based tool. Get up to speed on some of the latest technology trends in this episode with Blake Oliver. Oliver produces and co-hosts the Cloud Accounting Podcast and rounds up the best in accounting technology news. Tune in to hear how traditional firms are missing the mark, why more tech companies are starting to...

Duration:00:36:49

053: Applying Large Firm Marketing Strategies to Small Firms with Brian Falony

11/19/2019
In this episode of Accounting Marketing Doesn’t Suck, Brian Falony, director of marketing and business development for Brady Ware & Company, shares his perspective on a variety of marketing subjects such as CRM, social media and podcasting. Falony talks to us about how he markets his firm’s biggest niche, auto dealerships, why small firms should focus on specialization and the biggest challenges he tackles within his own firm. Join us! Brian Falony, Director of Marketing and Business...

Duration:00:50:10

052: Data on Key Trends in Accounting with Kelly Platt

11/12/2019
If you’re looking for data about key trends in the accounting profession, you won’t want to miss this episode with Kelly Platt, principal of Inside Public Accounting. Kelly publishes a number of reports on the profession that give CPAs and accountants insider information, advice and best practices across the United States, Mexico and Canada. Join host Hugh Duffy as he talks with Kelly about key data in marketing, growth, retention and yes, retirement. She talks about trends among the “Best...

Duration:00:55:38

051: Why Content Matters for Your Firm with Brian Swanson

11/5/2019
Why is publishing valuable, relevant content important to your firm’s brand reach and growth? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Brian Swanson of FlashPoint Marketing about why content matters, how your website should work for you today (hint, it’s a lead and new opportunity generator) and why most accounting firms tend to be peer-driven, rather than innovative, when it comes to marketing. Tune in to hear Brian’s perspective on what Google wants...

Duration:00:58:42

050: A Look Back at the BEST Accounting Marketing Doesn’t Suck Episodes

10/29/2019
In this milestone episode, we put host Hugh Duffy in the hot seat! Over the last 50 episodes we’ve covered a number of niches, from cannabis to craft beer to divorce to fitness and talked with the accounting profession’s biggest influencers and thought leaders. Tune into this special show to hear Hugh share his highlights and most memorable takeaways, what surprised him the most and what he’s learned. Get ready for a trip down memory lane as we talk about some of our guests and the...

Duration:00:34:15