Shows
Business Strategy for CPA's303 Delivering CFO & Advisory Services with Adam Lean of the CFO ProjectLearn more about PEAK FREEDOM I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients.…Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I...2024-06-2637 minBusiness Strategy for CPA's301 The Four Factors that Drive CPA Firm Multiples with Todd SteinbergLearn more about PEAK FREEDOM Are you considering selling in a few years and wondering where to focus? My guest, Todd Steinberg, President of Thrive Financial Group, discusses how client mix, profitability, location, and transition assistance impact sales multiples. …Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and...2024-06-1238 minBusiness Strategy for CPA's297 9 Common Characteristics of SuccessLearn more about PEAK FREEDOM What’s most important to focus on – and where do you not need to focus – in order to make the most progress toward your goals in your accounting practice?I see nine common characteristics among the accountants who’ve made the most progress. Know what they are so you can use your time wisely and not get pulled away by tempting, shiny objects. …Hey CPA firm owner, glad you found the podcast. ...2024-05-0619 minBusiness Strategy for CPA's294 On CPAs Going Down to 25 HoursLearn more about PEAK FREEDOM I used to think I needed more time. If I just had more time, I could solve so many more problems. But thinking that way never solved enough problems to give me more time. Instead, I maintained a status quo of “never having enough time.”You might want more time. More free time. For your health. For your family. To travel. You might think you need more time. But “more time” isn’t the solution to the “not-enough-time” problem. If what you want is more...2024-04-301h 10Business Strategy for CPA's285 The Niche River of FearLearn more about PEAK FREEDOM Niching feels scary. The journey includes uncertainty, doubt, and overwhelm. “We definitely should turn around.”It’s the Niche River of Fear. If you know it exists and what to be on the lookout for, you’ll make it across. In so doing, you’ll reap the benefits of having made the traverse: new skillsets, capabilities, and tool to last a lifetime in your accounting firm, as well as the...2024-02-2815 minBusiness Strategy for CPA's284 Use “So That” to Communicate More ValueLearn more about PEAK FREEDOM A simple way to improve how you communicate the value you create.If you are not already great at communicating the value you create, you might default to selling accounting to your clients. Selling accounting is less valuable than what accounting does, so if you don’t know how to convert from what accounting IS to what accounting DOES, you might be pricing too low.Because the client needs to perceive the value you create to justify paying your price...2024-02-2106 minBusiness Strategy for CPA's279 The Real Reason You Started Your Accounting PracticELearn more about PEAK FREEDOM THIS WEEK’S EPISODEOn the real reasons you started your accounting practice: time, freedom, flexibility, control, autonomy.And how working more, adding more clients, more staff, and more hours is not the path to getting you there. It’s not. the.path.I’ll walk you through why inverting your thinking is required: how the key to working less is not to make more money first. You n...2024-01-1011 minBusiness Strategy for CPA's278 How to Get Your Accounting Firm Under Control in the Next 4 MonthsLearn more about PEAK FREEDOM Hey podcast listener, today’s episode is the audio from a webinar I hosted recently.You’re going to want to listen because it shows you the path to go from working 55 hours a week to working 40 hours a week. Because it’s audio from video, the visuals and the slides are missing, of course. I don’t think it’s a huge deal, but if you want to watch the video replay, you can do that by clicking this link:https...2024-01-091h 05Business Strategy for CPA's277 What do I say on my website? #2: Pain & Dream ExamplesLearn more about PEAK FREEDOM In this episode, we will dive into the practical side of Pains and Dreams to make it easier to know what to say on your accounting firm’s website.We talked about the “pains” and the “dreams” in theory in episode 275, so now I want to share with you how it sounds in practice on the homepage of my own site. This will help you to understand the concept better and start listening to your clients and prospects with these two categories i...2024-01-0313 minBusiness Strategy for CPA's275 What Do I Put On My Website? #1: Pains and DreamsLearn more about PEAK FREEDOM If you’ve ever sat staring at a blinking cursor, burned time trying to find the right words, or wasted money working with a shiny marketing firm who served you generic, templated, meaningless website copy, this episode is for you. In it, you’ll learn how to use your client’s pains and dreams to signal to prospects that you understand what they are struggling with and what they’re looking for. Once you know how to do this – use pains and dreams –...2023-12-2012 minBusiness Strategy for CPA's274 Only 3 ProblemsLearn more about PEAK FREEDOM What if your accounting practice only had 3 problems?It might suddenly feel simpler and easier to think about being able to address each one.…...Your accounting practice only has 3 problems.Create value for clientsCapture value with pricingDeliver results efficiently.…Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their...2023-12-1319 minBusiness Strategy for CPA's273 Work from Anywhere There’s WiFiLearn more about PEAK FREEDOM How to implement better guardrails and boundaries for your clients to nudge behavior in the direction you want it to go. If you’ve ever chased clients for documents or had them turn stuff in way late and you’ve twisted yourself, your business and your staff into pretzels to get the work done before the deadline, this episode is for you. Listen in as my podcast coach and editor Tim Wohlberg shares how implementing simple boundaries (that can easily translate into th...2023-12-0631 minBusiness Strategy for CPA's267 How CPAs Can Use a Waitlist to Manage CapacityLearn more about PEAK FREEDOM Hey CPA Firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1500+ other CPAs who get Vitamin G, my daily...2023-10-2510 minBusiness Strategy for CPA's266 Client Transformation Without WooLearn more about PEAK FREEDOM Hey CPA Firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1500+ other CPAs who get Vitamin G, my daily...2023-10-1812 minBusiness Strategy for CPA's265 How to Uncover Value Using the Why QuestionsLearn more about PEAK FREEDOM Hey CPA Firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1400+ other CPAs who get Vitamin G, my daily...2023-10-1113 minBusiness Strategy for CPA's264 Hourly Mindset vs End Result MindsetLearn more about PEAK FREEDOM Hey CPA Firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1400+ other CPAs who get Vitamin G, my daily...2023-10-0414 minBusiness Strategy for CPA's263 Navigating Pricing and Niche Challenges with Jackie Meyer, CPALearn more about PEAK FREEDOM Hey CPA Firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1400+ other CPAs who get Vitamin G, my daily...2023-09-2739 minBusiness Strategy for CPA's178 Killer Niches for CPAs with Tom WheelrightLearn more about PEAK FREEDOM For many CPAs, it feels risky to pick a cross-section of the tax code and burrow in. The fear is around losing clients, having to turn people away, and what if there’s a recession? Consequently, most CPAs work as generalists, and pay the price in the form of seemingly infinite rotations on the hamster wheel. Longtime listeners to this podcast know that I am a HUGE proponent of niching, because it makes business better in countless ways. My guest today has built an exemplary busin...2022-02-2338 min