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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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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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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Discover 5 Ways to Increase Profit and Cash-flow for your Small Business without having to save and pinch pennies.
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Tim Thompson: Tax Transformation: Turning Junk into Treasure
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, Tim Thompson delves into common misconceptions about taxes within Profit First Circles. He addresses the skepticism often heard from prospects, such as disbelief in their reported income or reluctance to accept their tax obligations. Tim offers insights on navigating these …
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Hitting $1.5M in 36 months (And Selling the Firm)
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Summary In this episode of Growing Your Firm, host David Cristello interviews Jordan Sublette, the CEO and founder of Cloud Accounting Staffing. Jordan shares his journey of building and selling his firm, and dives into the world of outsourcing talent. They discuss the challenges of talent crunches and how Jordan navigated through them. Tune in to …
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Streamlining Email Communication with Clients Using Missive with Philippe Lehoux
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Alyssa Lang interviews Philippe Lehoux, the CEO and co-founder of Missive, a collaborative email and team chat app designed to streamline communication and workflow for businesses. They discuss how Missive can help you and your team at your bookkeeping and accounting firm to easily manage emails and communication with clients so you’re not the bott…
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Episode 268: Building software into your AML process (Firmcheck on The Bookkeepers' Podcast)
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of the Bookkeepers Podcast, hosts Zoe Whitman and Jo Wood discuss the integration of software into the AML process, featuring guest, Kevin Lord from Firmcheck. We discuss the challenges faced b…
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Lori Hardtke: Knowing What You Don't Want
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we welcome Lori Hardtke, the owner and president of ByteWize, Inc. Lori shares her journey of building a successful MSP business while staying true to her vision and values. She reveals that her motivation stemmed from a clear understanding of what she didn't want in her bu…
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How to Sell Advisory Services at Your Firm w/ Adam Lean
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In this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project. Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that re…
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Birthday Special: Overcoming Challenges, Reflections on Business, Relationships, and Self-Discovery
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In this solo episode, Alyssa Lang covers a very special topic about reflecting on her birthday, reflecting on what opportunities the business has created, reflections on what’s brought her here and how you can apply the same process to your reflections. In this episode you’ll hear: What doors, opportunities, ups and downs the business has provided …
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Harley Liechty: Distinguishing Yourself in the Business
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we had the pleasure of hosting Harley Liechty, the CEO and Founder of Get Better Bookkeeping. Harley shared valuable insights into the journey of his firm's growth and the key factors that have contributed to its success. He discussed the challenges faced during the initial…
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Is AI Overhyped? Is CAS a Necessity? These Questions and More w/ Daniel Hood
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On this episode of Growing Your Firm, host David Cristello interviews Daniel Hood, the editor-in-chief of Accounting Today. With over two decades of experience in the industry, Daniel shares insights into the evolving trends in accounting firms and the push for advisory services. Tune in to gain a deeper understanding of the future of accounting an…
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Episode 267: How I'm growing my Off-Grid Practice (Hayley Baxter on The Bookkeepers' Podcast)
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In our latest podcast episode, we have a chat with Haley Baxter, who runs her accounting business in a way that’s pretty out of the ordinary. Haley lives off-grid, which means no regular electricity, gas, wate…
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Episode 266: Growing a practice through acquisition (Hannah Simpson on The Bookkeepers' Podcast)
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeepers' Podcast, we speak to accountant Hannah Simpson about how she's growing her practice rapidly through acquisition. About us We help bookkeepers find clients, make more money a…
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Episode 265: What is The 6 Figure Bookkeeper? Purpose, Impact and Mission.
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- At Bookkeepers' Bootcamp, we had the opportunity to take a step back to share our journey, how we got started, and why we're so passionate about offering free training to bookkeepers. We've grown this communit…
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Episode 264:Scaling your Bookkeeping Practice with Steve The Finance Guy
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- This week on The Bookkeepers' Podcast Jo Wood and Zoe Whitman will be joined by Stephen Lott.Stephen is a professor at Georgia State University, teaching entrepreneurship. He brings over 15 years of experience…
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Assess, Improve, Repeat: The Key Process for Post-Tax Season Reflection and Advancement
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In this solo episode, Alyssa Lang covers her key strategies for approaching major seasons and process completions to make improvements through her six step process. In this episode you’ll hear: What steps to take to make improvements after core processes and seasons in the business How to approach clients and team for feedback How to know what to f…
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we're thrilled to welcome Kathy Dise, the founder of BudgetEase, to share her insights on financial management strategies. Kathy emphasizes the critical importance of conducting monthly meetings with clients to ensure ongoing success. These regular check-ins provide an oppo…
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Working 2 Hours / Week, Running a $1.6M Firm, and Rapping with Scotty Scarano
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On this episode of Growing Your Firm, David Cristello interviews Scotty Scarano, the self-titled wrapping custodian at Accounting High. Scotty, who is also the founder of a $2 million accounting firm and serves on various tech company boards, shares insights on OKRs and his rap career. Tune in to learn more about Scotty's journey and his unique app…
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Tips & Tricks to Elevating Your Social Media Presence with Sydney Chase
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Alyssa Lang interviews Sydney Chase, Founder of 22 Marketing Co. and also that social media management company we use here at Workflow Queen and Magnetic Bookkeeping & Consulting. They dive deep into all things social media from how to be consistent, easily make content without draining yourself, investing in a social media manager and so much more…
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10 Years of Profit First: A Special GMAP Anniversary Episode
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we have a special treat for our listeners. The hosts themselves, Mike Michalowicz, author of the renowned book Profit First and Co-Founder of Profit First Professionals, and Ron Saharyan, Managing Director and Co-Founder of Profit First Professionals, alongside our wonderfu…
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Smarter Way to Hire, Output Thinking, and Removing Yourself w/ John Seiffer
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In this episode of the Growing Your Firm podcast, host David Cristello welcomes John Seiffer, a seasoned business owner and remote CEO, to discuss the concept of Output Thinking and its application in team management. John, a business coach and former president of the International Coach Federation, shares insights on how to make managing teams eas…
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Creating a Scalable Bookkeeping Business Model: A Step-by-Step Guide
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In this solo episode, Alyssa Lang covers the essential elements of creating a scalable business model for your bookkeeping firm from standardizing processes, building the right team and implementing strategic growth strategies. In this episode you’ll hear: How to standard your processes and systems to make things more efficient How to build a hig-p…
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Maddie Craig: Building the Brand of YOU
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we're thrilled to welcome Maddie Craig, the founder of Blue Cypher Bookkeeping, as our special guest. Maddie shares invaluable insights on being the ultimate brand ambassador for your business, emphasizing the importance of exuding confidence and pride in what you do. She h…
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Aligning Business with Authenticity: Energetic Strategies for Growth with Renee Dick
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Alyssa Lang interviews Renee Dick, Founder of Fresh Life Approach, about how to create an energetic strategy that aligns with your business and your life. They deep dive into Human Design, Gene Keys and how to translate the information to serve you in all areas of life. In this episode you’ll hear: Difference between your energetic strategy and a b…
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Jonathan Bello: How to Build Strong Accounting and Bookkeeping Teams
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are joined by Jonathan Bello, the Founder/CEO and Principal Accountant of One 8 Solutions. Jonathan shares invaluable insights into building a successful team through effective hiring and onboarding strategies. Firstly, Jonathan delves into the hiring talent roadmap, emp…
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Scaling Payroll Services to 7 Figures w/ Tyler Winn
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In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristillo sits down with Tyler Winn, the founder and CEO of Cirrus Payroll. Tyler shares his journey of falling into the payroll business in 2012 and subsequently building a seven-figure firm that specializes in processing payroll for small businesses. Alongside ru…
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Essential Hiring Tactics, Team Synergy, and Visionary Execution with Lori De Witt
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Alyssa Lang interviews Lori De Witt, Owner of DWP Consulting, Inc., a Canada bookkeeping and accounting firm. They discuss topics from setting the vision of the company, communicating it with her team, establishing values and identifying core bottlenecks with her team. In this episode you’ll hear: How to be unique in the ways you offer different op…
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April Stroink: A Coaching Journey of Resilience and Success
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we have the privilege of hosting April Stroink, whose journey from what she describes as her worst year to possibly her best year in coaching is nothing short of inspiring. April's resilience and determination have shaped a compelling narrative that we believe holds valuabl…
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Launching a CFO Advisory Firm, Ditching Digital Marketing, and Growth w/ Fred Tate
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On this episode of Growing Your Firm, host David Cristello interviews Fred Tate, the Managing Director of CFO Shield. Fred discusses how CFO Shield takes a consultative approach to create tailored solutions for clients, offering fractional CFO services along with bookkeeping and payroll support. Fred also emphasizes the importance of understanding …
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Episode 263: How to get leads through your website
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeeper's Podcast, Jo and Zoe were joined by Lee Rennie, co-founder and director at Melu.They discuss websites and how live chat can help you get leads that you otherwise might miss. …
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Episode 262:Improve your office, improve your profits
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- This week on The Bookkeepers' Podcast Jo & Zoe were joined by Lisa Honiball, interior design expert. They discussed how improving your office space can improve your profits.Jo, Zoe and Lisa discussed: - Interi…
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Episode 261: How to wow your bookkeeping clients
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeepers' Podcast, Jo and Zoe were joined by Graeme Tennick to talk about how bookkeepers can wow their clients. They discussed:- Career paths to becoming an accountant- Technology an…
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Episode 260: How to manage relationships with neurodiverse clients
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- This week on The Bookkeepers' Podcast Jo and Zoe were joined by Becky Bridges. Becky has recently gained accreditation as an ADHD practitioner so Becky spoke to us about how you can manage relationships better…
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Episode 259: How bookkeepers' can create a legacy
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- Jo and Zoe will be joined by Scott Johnson for this episode of The Bookkeepers' Podcast.They discussed how bookkeepers can build more ethical, sustainable and impactful businesses, so they can make the world a…
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Streamlining Business Operations: Breakthrough Success in Bookkeeping with Holly Skog
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Alyssa Lang interviews Holly Skog, Owner and Founder of Happy Books Solutions, to talk about Holly’s journey through joining and implementing Breakthrough to help her prepare for maternity leave and give her team the time to shine. In this episode you’ll hear: What Holly implemented through Breakthrough to create massive wins and shifts in her firm…
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Sarah Webb: Working with Licensed Professionals
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Show Summary In today's insightful episode of the "Grow My Accounting Practice Podcast," we welcome Sarah Webb, who sheds light on strategic approaches to targeting licensed professionals. Sarah delves into her experience and expertise, addressing key questions like, "How did she successfully target licensed professionals?" Listeners can expect to …
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Behind the Scenes of a Large CAS Practice w/ Kane Polakoff
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Today on the Growing Your Firm Podcast, David Cristello sits down with guest Kane Polakoff, a principal client advisory services practice leader at CohnReznick. They delve into the world of client advisory services, discussing how to scale it, the tech stack involved, and the execution for high performance. Kane’s extensive experience working with …
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Get Support, Build Systems, and Breakthrough: Free Bootcamp for Bookkeepers and Accountants
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In this solo episode, Alyssa Lang covers The POWER to Breakthrough FREE Bootcamp for Bookkeepers & Accountants who want to scale bigger, hire better and break through to the next level. In this episode you’ll hear: What The POWER to Breakthrough Bootcamp is all about What you can expect to learn in the FREE bootcamp Who the FREE bootcamp is for and…
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Andrew Berg: Journey to Modern Accounting Firm
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we have the privilege of hosting Andrew Berg, CPA, the managing member of Berg Advisors and Lightyear Business Advisors. A trailblazer in the industry, Andrew shares valuable insights into the transformative decisions his firm made, notably abandoning the time-tracking mode…
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Maximizing Profitability in Bookkeeping: Techniques for Financial Success
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In this solo episode, Alyssa Lang covers key strategies and techniques for creating financial success in your bookkeeping and accounting firm. She breaks down how to analyze and increase your client profitability and optimizing your financials to reflect useful data to help you make key decisions. In this episode you’ll hear: How to calculate profi…
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Elaine Pofeldt: Building a Million-Dollar, One-Person Business
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Show Summary Elaine Pofeldt takes center stage on the Grow My Accounting Practice Podcast, shedding light on the intriguing trend of individuals crafting million-dollar, one-person businesses. Throughout the episode, Pofeldt explores the diverse industries where these businesses thrive, offering insights into the unique challenges and opportunities…
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How to Scale with Workflow, M&A, & Niching Down w/ Tammy Little
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In this insightful episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Tammy D. Little, CEO and founder of the FTC Group. The discussion centers around Tammy's journey from working as a controller/CFO for a large construction firm to launching her own firm, the FTC Group. Tammy shares her experiences in…
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