In this episode, we dive into building influence and trust in client relationships with insights from Exactly What to Say author Phil Jones and CPAs Hector and Carlos Garcia. They discuss how accountants can reframe “selling” as “serving,” communicate value beyond price, and move from technical experts to trusted advisors. Learn practical strategie…

Check out Hannah's amazing YouTube Channel: https://youtu.be/sbXbhSATArs Check out REFRAME 2024: https://www.reframe2024.com/

Follow Jasmine: youtube.com/@taxleverage instagram.com/taxleveragejd taxleverage.com

LiveFlow is one of the hottest QBO apps out there, I pick Anita's brain about the pricing of the app, how they think about user feedback & development, and how AI will shape 3rd party reporting apps for QBO Check out www.liveflow.io

Episode 5 of this 8-part webinar/podcast series is the official companion to the ⁠⁠REFRAME2024.com⁠⁠ we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in this series: Communications strategy with clients…

Come to Bridging the Gap: https://www.btgconference.com/ Tr-Merit (Randy's Firm): https://tri-merit.com/

Episode 4 of this 8-part webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in this series: Communications strategy with clients C…

Episode 3 of this 8-part webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clien…

Episode 2 of this 8-part webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clien…

Episode 1 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients…

Interview with ex-accountant, and now innovation consultant and public speaker about creating content, "being bold", personalized ?AI ChatBots, and other fun topics. Get Shawn's Book "The Bold Ones": https://amzn.to/416qtjt

Original Webinar Slides: https://docs.google.com/presentation/d/1ph0p11YFmTz8A9efnLdpz86N5U0SxgNVg2H7l2XMprs/edit?usp=sharing Ron's Time's Up Club: https://timesupclub.com/

Timestamps 00:00 Introduction02:16 EDUCATION09:46 CERTIFICATIONS17:25 PERSONALITY22:44 HOW TO MAKE A LIVING37:17 ARTIFICIAL INTELLIGENCE45:53 My Journey: from Bookkeeper to Software Developer Links:American Institute of Professional Bookkeepershttps://AIPB.orgCoursera: Intuit Bookkeeping Professional Certificate:https://www.coursera.org/professiona…

Reaction to a John Cleese video from 1991! Original recording: https://www.youtube.com/watch?v=Pb5oIIPO62g Based on this Book: https://amzn.to/3L24ZgQMy conference in "Creative Business Models for Accountants": https://altaccountant.com/creative/

My Conference in Miami: https://altaccountant.com/creative/ Chris Do's BrandLab: ⁠https://thefutur.com/brand-labChris' YouTube Channel: https://www.youtube.com/@thefutur

From The Soul of Enterprise: https://www.thesoulofenterprise.com Miami Conference: https://altaccountant.com/creative/ Avocado Video: ⁠https://youtu.be/img2PO4Nkxg

Originally aired via Earmark Media Podcast 08/04/2023 Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Hanging out with Randy Crabtree, CPA from the Unique CPA Podcast and host of the Briding the Gap Conference BTG23RTDISC for $150 off In-Person Chicago Conference ticket

This is the complete recording I did with Jason Staats CPA. He will be taking a piece of this for YouTube and I as well... But via this podcast, you get the whole unedited conversation... Jason's Main Channel: https://www.youtube.com/@jasoncpa Jason Daily Channel: https://www.youtube.com/@JasonCPADaily 00:00 Intro 01:31 Jason Starts asking question…

Hector Garcia summarizes the key takeaways from all seven episodes of this series. Discover the most important things accounting firm owners need to know about positioning, the business model, technology, sales process & onboarding, value pricing & offering guarantees, attracting & retaining talent, and innovation. Thank you to our sponsor, Avalara…

Conversation with Ed Kless, Ron Baker, and Greg Tirico from The Soul of Enterprise. Includes both live podcast episode and "bonus" patreon episode. Subscribe to the free podcast of TSOE: https://www.thesoulofenterprise.com/ Become a member to have access to Bonus Episodes: https://www.patreon.com/TSOE…

We ask the question: "What if Disney started a cloud accounting firm?" ----------------- Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, regis…

Learn how to transform your firm into the place accounting and bookkeeping professionals want to join. ----------------- Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates,…

Align the customer’s desired results with the firm’s interest to maximize profits. ----------------- Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns f…

In part 4 of our 8-part series, we'll learn how to create a disciplined, consistent process to win and onboard customers. Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates…

Excerpt from my AltAccountant program deep dive on Attracting, Hiring, Developing, and Retaining talented employees. Learn more about my coaching program at www.AltAccountant.com (00:43) For "Solopreneurs" without employees (04:17) Full-time vs. Part-Time vs. Contractors (11:57) Types of Candidates that apply (18:46) The value of "Challenging" your…

Interview with Guest Speaker Ron Baker and his new book: Time's Up: The Subscription Business Model for Professional firms. This is an excerpt of my coaching program for accountants: https://www.altaccountant.com

Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, registrations, tax research and automated tax solutions for specialized tax areas. We live and…

Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, registrations, tax research and automated tax solutions for specialized tax areas. We live and…

Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, registrations, tax research and automated tax solutions for specialized tax areas. We live and…

Audio version of webinar ran on 09/16/2022 focused on teaching Value Pricing, introducing the concepts subscription-based business model, how to have "awkward conversations" with out customers to reduce stress. Slides: https://bit.ly/valuepricing2022 Join the AltAccountant Program: https://www.altaccountant.com Coupon: FIRST40 Buy Ron Baker 's Book…

Interview with Blake Oliver CPA about the direction of QuickBooks for small business and mid-market. Get CPE for listening to podcasts! www.EarmarkCPE.com

This is an audio-only version of a class I teach on about choosing your target/niche market (Vertical and Horizontal), drafting your unique positioning statement, and examples of what advisory looks like for specific industries such as Construction or Retail

My QuickBooks Online Wishlist: https://bit.ly/qbowishlist Hannah's (CLARA CFO) YouTube video: https://youtu.be/Y3YB5g75W_o

We talk about niche/specialization

Latest episode of Accountant’s Advice Podcast by Hector Garcia, CPA

The Coveted Consultant with Alzay Calhoun http://www.CovetedConsultant.com/free

Positioning and Strategy for Professionals - Hector Garcia interviews Tim Williams

Implementing a Positioning Strategy (excerpt from The AltAccountant Webinar)

Pricing & Authority with Jonathan Stark, from the AltAccountant Podcast

Latest episode of Accountant’s Advice Podcast by Hector Garcia, CPA

If you are interested in learning my journey from the inception of my bookkeeping business in 2008 to getting my CPA license in 2014 and starting my YouTube Channel in 2015, this is an interview I had with Relay Bank

Value Pricing vs. Subscription Model in Accounting w/ Ed Kless and Ron Baker www.thesoulofenterprise.com

CPAs innovating during crisis with Garrett Wagner, CPA

AltAccountant Podcast: Fix This Next with Michael Michalowicz

Some thoughts of encouragement to think about making the best of the current situation we are living

Questions to ask yourself (and your clients) during this crisis with Ed Kless http://www.thesoulofenterprise.com http://www.patreon.com/TSEO