Business Strategy for CPA's

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Do you get frustrated when you give away valuable expertise and don't know how to price it?  This episode teaches you to look for the invisible—hidden value that you’re already creating for every single client.  When you learn to shift your focus f...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 If you’re overwhelmed and underpaid, this episode is for you. My guest went from stressed and overworked to calm and in control—while increasing her prices 7X with only 2X the work. Hear how she did it, what changed in her mindset, and how you can...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Overworking and thinking about hiring? Many assume adding staff is the cure, but unless you first solve for all the systems and mindset-related reasons you overwork, your overwork will stay with you no matter how many people you hire.  In this epis...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Feeling buried in work and like there’s never enough time? In this episode, we’re breaking down 7 simple ways to cut wasted time, work more efficiently, and finally get some breathing room. … Link to full shownotes:  https://www.businessstrategyfor...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Caught on the burnout carousel?  I've been there—spinning, fried, and desperate to jump off.  Here's the key: your best window to safely exit the madness is May–July.  Use these months strategically to shed bad-fit clients, increase prices, and get...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 If you’re ready for ads, here’s what you need to know about the money and the math of marketing. … Connect with Matt: LinkedIn: https://www.linkedin.com/in/mattbanker/ Website:  https://bankercreative.com/ … Link to full shownotes:  https://www.bus...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Many accountants don’t want to market because it feels like a black box and they don’t want to pour money down the drain.  When marketing is done well, it pays for itself and brings you the exact kinds of clients you want to work with.  Marketing i...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 If you’ve ever felt like marketing doesn’t work for accountants, this episode will change your perspective. Learn why many CPAs waste money on marketing, the key fundamentals you need before spending a dime, and how patience and strategy can make m...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 If you wonder where to start with marketing, take heart. Start with the fundamentals, do those well, and you’ll have plenty of low-hanging fruit.  … Find Matt Wilkinson on the.. Web: bizinkonline.com LinkedIn: linkedin.com/in/mattbizink / Twitter:...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Today's episode is an audio replay of a webinar I hosted last week, "Working Too Many Hours? The Solution is Easier Than You Think." In this session, I walk you through the solution to overworking, what’s at stake if you solve (or don’t solve) the...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Have you ever wondered how you might create digital products for your accounting firm to sell from your website with only a mouse click? Find out how Heather Pearce Campbell broke out of the “do-everything-for-everyone-by-the-hour” trap by providin...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 If you're a CPA still billing by the hour, you're limiting your income. This episode covers four pricing tools to help you ditch hourly billing, price based on value, and increase profits—without working more. Learn how to price strategically, get...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 A strategy session with Peak Freedom member Logan George, CPA.  Logan recently purchased a firm and had success bringing in his own new clients. We talk about prioritizing niche clients and phasing out non-niche clients over the next 1-2 years whil...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 When it comes to offering price increases to Legacy clients who have been enjoying Gold-level service at Bronze prices, it's important to take action.  Failing to adjust these prices means you risk being significantly underpriced over the years, wh...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 I want you to create the accounting firm you’re meant to own, rather than the one you think you’re supposed to build.  This episode isn’t for everyone.  It’s for those who feel frustrated, disheartened, dispirited, or distressed about their current...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Your clients’ Switching Costs are HIGH.  The better you understand this concept, the easier it will be for you to increase prices with less fear you’ll send them running.  … Link to full shownotes:  https://www.businessstrategyforcpas.com/330 … If...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Happy holidays! Enjoy the annual tradition of accounting humor hosted by my two kids, Hazel and Remy. I’ll be back soon with a fresh batch of content to kick off 2025. … If you feel trapped by your own accounting firm, I can help you stop the chaos...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 You might have heard me say I wasn’t planning to record while in France for 5 weeks, but then a funny thing happened: Alexis Slama, Founder of The Accounting Business Club , reached out and asked if I would record an episode for his eponymously nam...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Wishing you and yours a wonderful holiday season. I'll see you in in 2025! Geraldine FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring: THE EMAIL COURSE – Free geraldinecarter.com/stop-working-weekends Stop Worki...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Wish you could never have another staff meeting? I talk with Matt Chiappetta, CPA about his journey as a soloist: how long it took and what decisions he made to build a $250K accounting practice working 30 hours a week in two years.  … Link to full...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Do you wish you brought in more revenue for the hours you put in? Jody Padar helps you see the path to higher prices and profits while knowing where to start.  https://theradicalcpa.com/ … Link to full shownotes:  https://www.businessstrategyforcpa...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Almost every CPA I work with is underpriced. However, increasing prices can be scary because you’re worried you will send clients running.  Yet, when we apply pricing tools thoughtfully and systematically, we can increase prices significantly, redu...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Providing payment options is an intangible form of value that can be captured to increase revenue without adding more hours or work.  Rather than say to your client, “Here’s how much you need to pay me,” instead you are saying, “How would you like...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can: - Capture the value you are already creating by implementing more strategic pricing  - Segment your m...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 What do you do when the market throws your business a giant curve-ball and your revenue streams dry up overnight? Minnie Lau CPA shares the good, the bad, and the ugly of niching into stock option planning and watching IPOs evaporate. … Link to ful...