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Epic Business Growth for CPAs by She Thinks Big

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For CPAs who want to grow their accounting practice. You know how to be an accountant. It's running your business you need help with. With interviews from leading experts to coaching calls to solo episodes, you will get simple and practical advice that will grow your income and your profits, so that you can serve your clients better in turn. Time to get back to a sane, thriving life you deserve.

For CPAs who want to grow their accounting practice. You know how to be an accountant. It's running your business you need help with. With interviews from leading experts to coaching calls to solo episodes, you will get simple and practical advice that will grow your income and your profits, so that you can serve your clients better in turn. Time to get back to a sane, thriving life you deserve.
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Location:

United States

Description:

For CPAs who want to grow their accounting practice. You know how to be an accountant. It's running your business you need help with. With interviews from leading experts to coaching calls to solo episodes, you will get simple and practical advice that will grow your income and your profits, so that you can serve your clients better in turn. Time to get back to a sane, thriving life you deserve.

Language:

English


Episodes

058 How Setting Up Your Ideal Week Saves You Time with Billie Anne Grigg

11/6/2019
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My guest today is Billie Anne Grigg, the Lead Technical Guide of Profit First Professionals, where she helps accountants, bookkeepers, and financial coaches learn how to leverage the Profit First brand and principles to stand out from their competitors, become more profitable, and transition to a more consultative role with their clients. She is also the founder of Pocket Protector Bookkeeping and a frequent contributor to financial and industry blogs, including Fundera Ledger and...

Duration:00:40:32

057 Create Value for Your Clients with End-of-Year Meetings

10/30/2019
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Last week I did a training for Profit First Professionals. If you've read the book Profit First by Mike Michalowicz, you may or may not know that he has a membership group associated with a book for accountants, bookkeepers, CPAs and business coaches who want to use these tools and implement them in their own practice for their own clients. They asked me to come and do a training called Recapture Your Money, which is a lot of the same ideas that I talked about in my episodes Where to Find...

Duration:00:08:38

056 How Being A Non-traditional Practice Fuels Growth, with Michelle Cooper, owner of Alchemy Accounting

10/23/2019
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My guest today is Michelle Cooper, owner of Alchemy Accounting in Chilliwack, British Columbia in Canada. Alchemy Accounting works with coaches and consultants around the world who are seeking clarity in their numbers and profitability in their business. Michelle is out to design a non-traditional accounting practice. And today we talk about what that might look like as technology enables more of us to be nomads at work. We also talk about the opportunity that presents for accountants to do...

Duration:00:40:29

055 [Coaching] Mindset Blocks Around Hiring with Dr. Sabrina Starling

10/16/2019
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Today’s guest is Dr. Sabrina Starling, the business psychologist, author of "How to Hire the Best," and the founder of Tap the Potential. I invited Dr. Sabrina to be on the show today to talk about hiring, because I know how many of my own clients find it challenging to hire the right person. And oftentimes, they have resistance to hiring, and wait too long to make that next hire. Oftentimes, at their own detriment. And I'm aware that the resistance to hiring can often be mindset blocks. I...

Duration:00:54:24

054 How Narrowing Your Niche Can Help You Grow Faster

10/9/2019
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I want to talk to you today about what I see as one of the most important or biggest levers that you can pull in your business to help you grow. And that is specializing and narrowing down who you serve. Narrowing your niche is an incredibly important thing to do to help you grow your accounting practice. What I want to talk about is why it's harder to be a generalist, what the benefits are of specializing and nIching down. I want to address the fears and the myths about niching down. I...

Duration:00:16:59

053 Adding Advisory Services and the Power of Niching Down with Tracy Jepson

10/2/2019
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My guest today is Tracy Jepson, founder and owner of TLJ Bookkeeping and Consulting. Tracy started her bookkeeping practice as a side hustle in an effort to get out of debt. Four years later, her practice now includes small business strategy, consulting and advisory services, to work in partnership with businesses to create permanent profitability. In this episode, Tracy talks about her journey from charging by the hour to moving to retainer, how she listened to really understand what her...

Duration:00:48:04

052 From Solo to a Team of 6 in 5 years with Danielle Hayden of Kickstart Accounting

9/25/2019
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Today’s guest is Danielle Hayden of Kickstart Accounting. Danielle left her corporate job in 2014 to help small business owners with their numbers and finances. Five years later she runs an accounting practice with six people on staff serving more than 275 clients all around the country. In interviewing Danielle, I wanted to showcase what's possible to create in five short years, especially when you're willing to lift yourself up and out of the task-doing in your practice and build a team...

Duration:00:35:35

Bonus Episode… Announcement from Geraldine

9/18/2019
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I have something to share with you. As my own business and coaching practice grows, it's becoming clear to me that my sweet spot is working with CPAs to help them grow their accounting practice. The results that all of my clients have been getting have been fantastic. Some of them are doubling their monthly income, if not more, inside of six months. Even though I see it right there on their Profit and Losses, I still think, “Wow, that's so awesome!” And what I love is that it changes their...

Duration:00:03:04

051 How to Be Productive Where it Matters Most, with Amber De La Garza, The Productivity Specialist

9/11/2019
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My guest today is The Productivity Specialist Amber de la Garza. Amber is a sought after coach, trainer, speaker and writer, and host of the Productivity Straight Talk Podcast. She helps driven entrepreneurs execute actionable solutions to maximize profits, reduce stress, and make time for what matters most. Being productive is when you are investing your best time into your best activities. I enjoy how Amber reframes productivity from being about the small minute-to-minute changes that...

Duration:00:45:34

050 How to Leverage Your Network to Create More Clients, with Nikki Rausch

9/4/2019
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Today’s guest is Nikki Rausch of Your Sales Maven. She’s a pro at helping people leverage their network to earn more business. Leverage Your Network When I started out in my own business, I kept hearing this term bandied about: leverage your network. What does that mean? And how does one go about leveraging their network? How do I do that? So Nikki’s here to help demystify this leverage your network business, so that you can look at your network and see what you're looking for inside...

Duration:00:36:42

049 How to Build The Tribe You Lead

8/28/2019
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In this week’s episode, I talk about tribes and the tribes that we lead. A lot of you out there are building tribes or have tribes that you have built and you are leading them. And whether you have a nascent tribe or you have a full-blown tribe, there still may be varying degrees of awareness of the fact that you have a tribe, and/or what to do with your tribe, and how to best help and support the tribe that you have. There are a lot of you out there who have businesses with certain ideas...

Duration:00:16:45

048 How Applying Behavioral Economics Can Benefit Your Business, with Melina Palmer of Brainy Business Podcast

8/21/2019
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Todays’ guest is Melina Palmer. Melina helps companies of all sizes to incorporate Behavioral Economics into their businesses to make them more brain-friendly, and increase conversions and ROI. Melina hosts the Brainy Business Podcast where she serves up brain-friendly concepts every week. In this episode, we talk not just about Behavioral Economics, but how to apply these important concepts in your business. You will rethink how you package your offerings, and how you talk about your...

Duration:00:54:17

047 Protect Your Attention

8/14/2019
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How do we protect our mind from the glut of information, notifications and likes that we get all day long throughout our workday? We live in an information age. Any information that we want is available within 2 seconds via Google search. So we have this constant swirl of on-demand anything. And to a degree, demand induces demand. Because the more products you buy the more notifications you get. The more notifications you get, then the more you’re back on your computer looking at stuff. And...

Duration:00:23:19

046 [Coaching] Getting Insights into Her Financials with Amanda Berlin

8/7/2019
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My guest today is Amanda Berlin, a former New York City corporate publicity strategist who now uses her powers for good. She helps her clients tell their story, write content, and raise visibility so that the people who need them can find them. Recently Amanda invited me on her podcast to talk about getting a handle on the financials in your business. In that interview, she happened to mention offhand that she doesn’t look at her financials every month. I couldn’t let that slide. I invited...

Duration:00:45:36

045 From Zero to 7 Figures with Kate Ahl, CEO of Simple Pin Media

7/31/2019
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Today’s guest is Kate Ahl of Simple Pin Media. Simple Pin Media makes Pinterest Marketing easy to understand and implement without feeling overwhelmed. In today’s episode I talk to Kate about her journey from food stamps to running a 7-figure business that supports a team of 40 women and clients around the world. I love hearing successful women stories of being an entrepreneur. I especially admired the moments that Kate decided to go all in. There’s so much power in deciding to do...

Duration:00:39:20

044 CEO Day: Why You Need to Pick Your Head Up in Your Business

7/24/2019
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It's July, and six months of the year have now gone by. At the beginning of the year, back in January, you were so excited, and you were all on fire after the winter break. “I’m gonna rock 2019!” So I want to know, are you rocking it? And if you're not rocking it, where are you off course? Have you yet planned to take a day or a half day out of your business to take stock of the progress that you've made and where you need to go for the rest of the year? You know it’s important to take...

Duration:00:21:15

043 [Coaching] Making the Money and the Time Add Up with Physical Therapist Kate Baker

7/17/2019
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Today's guest is Kate Baker, a Physical Therapist from East Missoula, Montana. Kate has been a Physical Therapist for 5 years. After having her first child, she decided to go from working in a clinic to stepping out on her own as a solo practitioner. Being in business is new to her, and just like most new business owners, she's figuring it out as she goes along. In this coaching call, Kate and I talk about making the money and the time add up so that she has time to parent her 7-month old...

Duration:00:39:49

042 Decoding CPA-Speak: Clarifying 9 Common Terms

7/10/2019
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I’m here today to help translate from CPA-speak to regular person English, sometimes known as layman English. How many of you have met with your bookkeeper or your CPA and honestly it’s like they’re speaking Greek and like, “I have no idea what you’re talking about.” I’m here today to make CPA and bookkeeping-speak a little bit easier for you. And I’m also here to remind our friendly, much-beloved bookkeepers and CPAs just how foreign this language is to your everyday business owner who is...

Duration:00:24:30

041 Not Your Typical Sex-y Business with Amy Lang of Birds and Bees and Kids

7/3/2019
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Have you ever felt awkward answering your kids questions about sex? Well my guest today knows exactly how you feel. Amy Lang teaches adults how to talk about sex and sexuality to kids. She has been an educator for more than 25 years, and has a degree in adult education. And volunteered as a sexual health educator. In 2005 she decided to put the two together, and her company, Birds and Bees and Kids was born. Today Amy teaches adults how to talk to kids about sex and sexuality so they can...

Duration:00:39:17

040 BAM Success Summit - 5 Guest Takeaways

6/26/2019
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I’m back from the B A M Success Summit, hosted by Julie Fry, which took place in Seattle a couple weeks ago. Business Among Moms is more than just an annual conference, it’s a collection of more than 30 locally-based chapters around the country, and a whole lot more. In this episode I gather takeaways from some of the great women I met. Kate Ahl, founder of Simple Pin Media, makes Pinterest Marketing easy to understand and implement without feeling overwhelmed. Website:...

Duration:00:51:39