Business Strategy for CPA's
By Geraldine Carter
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Category: Entrepreneurship
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Episodes: 379
Description
Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
| Episode | Date |
|---|---|
|
376 “The Hours Were Killing Me”: What Finally Had to Change, with Suzanne Green, CPA
|
Dec 10, 2025 |
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375 Boundaries: The Quiet System Behind Every Calm Firm, with Natalie Hunt
|
Dec 03, 2025 |
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374 [WIP Series] From Hourly to Packages with Lori Yearwood, CPA
|
Nov 26, 2025 |
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373 Where Are Your Optimum Prices Hiding?
|
Nov 19, 2025 |
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372 [WIP Series] 1/3 Fewer Clients, 2x-3x the Prices, and Sundays Off, with Jan Schaffner, EA
|
Nov 12, 2025 |
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371 How to Handle Client Referrals Without Burning Bridges
|
Nov 05, 2025 |
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370 From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPA
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Oct 29, 2025 |
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369 Your Marketplace Is Malleable; You’re the One Who Shapes It
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Oct 22, 2025 |
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368 Outworking Exhaustion: The Rest You’ve Been Denying Yourself
|
Oct 15, 2025 |
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367 Strategy-Based Pricing & the October Pivot
|
Oct 08, 2025 |
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366 Scheduled Tax Prep: Why 90-Hour Weeks Are a Choice
|
Oct 01, 2025 |
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365 SOLD OUT! The Business Move No One Teaches CPAs
|
Sep 24, 2025 |
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364 A Handful of High-Level Clients with Radhika Sundar, CPA
|
Sep 17, 2025 |
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363 Pick Your Primary Lane: Full-Service is a Trap
|
Sep 10, 2025 |
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362 The Knock It Off List: 14 Habits Keeping Your Firm Stuck
|
Sep 03, 2025 |
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361 Taking a Short Break from Podcasting - See You in September
|
Aug 13, 2025 |
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360 Pick Your Week Tax Season with Holly Sexton, CPA
|
Aug 06, 2025 |
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359 Pick Your Week Tax Season with Rebecca Warnick, CPA
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Jul 30, 2025 |
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358 Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA
|
Jul 23, 2025 |
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357 How to Stop Emailing Yourself at 3am with Meagan Rutkowski, CPA
|
Jul 16, 2025 |
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356 84 Hours → 45 Hours: The Software and Systems Combo with Mark Kuca, CPA
|
Jul 09, 2025 |
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355 Simple Systems, Free Time: The Framework that Frees Your CPA Brain
|
Jul 02, 2025 |
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354 No Ads. No Posting. Just SEO for $194K New ARR
|
Jun 25, 2025 |
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353 Lean Learning with Pat Flynn
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Jun 18, 2025 |
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352 Outcome-Driven Package Design. Labor Not Allowed
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Jun 11, 2025 |
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351 Vague Packages = Messy Pricing
|
Jun 04, 2025 |
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350 What It Feels Like When 300 Clients Don’t Come Back with Kathy Hayden, EA
|
May 28, 2025 |
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349 Turns Out, You Don’t Need 1,000 Clients with Melissa Downs, EA
|
May 21, 2025 |
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348 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA – Part 2
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May 14, 2025 |
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347 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Part 1
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May 07, 2025 |
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346 Way Less Stressed with Holly Sexton, CPA
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Apr 30, 2025 |
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345 Invisible Value, Tangible Dollars: Change What You Look At and You’ll See More Money
|
Apr 23, 2025 |
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344 Pricing Leap: 7x Prices, 2x Work with Laurie Rauk, CPA
|
Apr 16, 2025 |
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343 17 Reasons CPAs Overwork: Conventional Wisdom is Missing the Boat
|
Apr 09, 2025 |
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342 Drowning in Work? 7 Hidden Time Wasters CPAs Can Eliminate
|
Apr 02, 2025 |
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341 Burned Out Uh-gain? May = Carousel Exit Month
|
Mar 26, 2025 |
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340 [Marteting Series] How Accountants Can Make Marketing Dollars More Efficient with Matt Banker
|
Mar 19, 2025 |
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339 [Marketing Series] How CPAs Can Quickly Generate High-Quality Leads Using Social Media Ads with Alexis Slama
|
Mar 12, 2025 |
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338 [Marketing Series] The High Cost of Being Wrong About Marketing
|
Mar 05, 2025 |
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337 [Marketing Series] Start with the Fundamentals with Matt Wilkinson
|
Feb 26, 2025 |
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336 Working Too Many Hours? The Solution is Easier Than You Think
|
Feb 19, 2025 |
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335 Niche, Price, & Productize in the Legal Space with Heather Pearce Campbell
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Feb 12, 2025 |
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334 4 Pricing Tools to Help CPAs Ditch Hourly Billing and Increase Margins
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Feb 05, 2025 |
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333 Strategy Session with Logan George, CPA
|
Jan 29, 2025 |
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332 4 Ways Accountants Can Stop Selling Gold at Bronze Prices
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Jan 22, 2025 |
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331 Create the Accounting Firm You’re Meant to Own
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Jan 15, 2025 |
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330 The High Cost of Switching Accountants
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Jan 08, 2025 |
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329 5th Annual: Accounting Jokes with Hazel and Remy
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Jan 01, 2025 |
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328 Cross-Post with Alexis Slama of The Accounting Business Club
|
Dec 30, 2024 |
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327 Happy Holidays
|
Dec 11, 2024 |
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326 Solopreneurship Rocks. With Matt Chiappetta, CPA
|
Dec 04, 2024 |
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325 Radical Pricing to Optimize Profits with Jody Padar, CPA
|
Nov 27, 2024 |
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324 A Systematic Approach for Accountants to Increase Prices
|
Nov 20, 2024 |
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323 7 Payment Options CPAs Can Use for Tax Returns
|
Nov 13, 2024 |
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322 21 Intangibles CPAs Can Price to Increase Margins
|
Nov 06, 2024 |
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321 When Your Revenue Dries Up Overnight with Minnie Lau, CPA
|
Oct 30, 2024 |
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320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA
|
Oct 23, 2024 |
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319 Peak Freedom: Say Hello to Your People
|
Oct 16, 2024 |
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318 The Power of Your Dread in Your Accounting Firm
|
Oct 09, 2024 |
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317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPA
|
Oct 02, 2024 |
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316 Pricing vs. Value-Billing
|
Sep 25, 2024 |
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315 Nine Reasons for CPAs to Disengage Clients
|
Sep 18, 2024 |
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314 How CPAs Can Reduce Overwhelm During Tax Season
|
Sep 11, 2024 |
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313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless
|
Sep 04, 2024 |
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312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EA
|
Aug 28, 2024 |
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311 4 Ways CPAs Can Price Intangibles
|
Aug 21, 2024 |
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310 From Exhausted to Having Her Life Back: Wendy Norman, CPA
|
Aug 14, 2024 |
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309 How to Start Niching When You Don't Know Where to Start
|
Aug 07, 2024 |
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308 How CPAs Can Create and Communicate Value
|
Jul 31, 2024 |
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307 Take the shortcut!! With Hector Cantu, EA
|
Jul 24, 2024 |
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306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA
|
Jul 17, 2024 |
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305 Hiring is not the Solution to CPAs Overworking
|
Jul 10, 2024 |
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304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
|
Jul 03, 2024 |
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303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project
|
Jun 26, 2024 |
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302 Permission to Travel Your Own Path with Shana Cooper, CPA
|
Jun 19, 2024 |
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301 The Four Factors that Drive CPA Firm Multiples with Todd Steinberg
|
Jun 12, 2024 |
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300 Making Your Dream of Working Fewer Hours Attainable
|
Jun 05, 2024 |
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299 [Hire Well] Leveraging Near-Shore Talent in Guadalajara with Kristen Keats, CPA
|
May 22, 2024 |
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298 3 Key Factors Driving Sales Multiples with Brannon Poe, CPA
|
May 15, 2024 |
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297 9 Common Characteristics of Success
|
May 06, 2024 |
|
Q & A: Down to 40 Hours CPA Mastermind
|
May 03, 2024 |
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295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
|
May 01, 2024 |
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294 On CPAs Going Down to 25 Hours
|
Apr 30, 2024 |
|
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
|
Apr 24, 2024 |
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292 [Hire Well] Offshore as a Strategy, Not a Tactic with Nick Sinclair of TOA Global
|
Apr 17, 2024 |
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291 [Hire Well] Down to One Hour with Scott Scarano, EA
|
Apr 10, 2024 |
|
290 [Hire Well] Onshore Hiring Done Well for Accountants
|
Apr 03, 2024 |
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289 Fear of Niche Boredom with Jonathan Stark
|
Mar 27, 2024 |
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288 [Hire Well] Five Offshoring Mistakes for CPAs to Avoid
|
Mar 20, 2024 |
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287 How CPAs Can Decide Their Niche When They Can’t Decide
|
Mar 13, 2024 |
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286 What do I say on my website? #4: Fix / Packages
|
Mar 06, 2024 |
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285 The Niche River of Fear
|
Feb 28, 2024 |
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284 Use “So That” to Communicate More Value
|
Feb 21, 2024 |
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283 Feelings for Profit
|
Feb 14, 2024 |
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282 What do I say on my website? #3: Headline and Subtitle
|
Feb 07, 2024 |
|
281 4 Pricing Problems Solved with Kathy Hayden, EA
|
Jan 31, 2024 |
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280 Mastering Leverage to Create Value in Less Time
|
Jan 24, 2024 |
|
279 The Real Reason You Started Your Accounting PracticE
|
Jan 10, 2024 |
|
278 How to Get Your Accounting Firm Under Control in the Next 4 Months
|
Jan 08, 2024 |
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277 What do I say on my website? #2: Pain & Dream Examples
|
Jan 03, 2024 |
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276 Hazel and Remy Serve Up Accounting Jokes for the Holiday Break
|
Dec 27, 2023 |
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275 What Do I Put On My Website? #1: Pains and Dreams
|
Dec 20, 2023 |
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274 Only 3 Problems
|
Dec 13, 2023 |
|
273 Work from Anywhere There’s WiFi
|
Dec 06, 2023 |
|
272 More Free Time, More Confidence, with Melissa Downs, EA
|
Nov 29, 2023 |
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271 2 Years of Progress in 4 Months with Randy Larkin, CPA
|
Nov 22, 2023 |
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270 How long does it take for a CPA to niche?
|
Nov 15, 2023 |
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269 Four Niche Sirens for CPAs to Avoid
|
Nov 08, 2023 |
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268 How to Start Niching When Your Clients are All Over the Map
|
Nov 01, 2023 |
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267 How CPAs Can Use a Waitlist to Manage Capacity
|
Oct 25, 2023 |
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266 Client Transformation Without Woo
|
Oct 18, 2023 |
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265 How to Uncover Value Using the Why Questions
|
Oct 11, 2023 |
|
264 Hourly Mindset vs End Result Mindset
|
Oct 04, 2023 |
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263 Navigating Pricing and Niche Challenges with Jackie Meyer, CPA
|
Sep 27, 2023 |
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262 How CPAs Can Build a Product Ladder
|
Sep 20, 2023 |
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261 The Gift of Difficult Clients
|
Sep 13, 2023 |
|
260 The Value of Niching
|
Sep 06, 2023 |
|
259 Permission to Stop Being Superhuman with Michael Berry, CPA
|
Aug 23, 2023 |
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258 Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EA
|
Aug 18, 2023 |
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257 6 Ways to Get Your Time Back
|
Aug 16, 2023 |
|
256 Overcoming Price Increase Resistance
|
Aug 09, 2023 |
|
255 Burnout Recovery with Randy Crabtree, CPA
|
Aug 02, 2023 |
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254 Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA
|
Jul 26, 2023 |
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253 When you need to explore, with Rebecca Driscoll, CPA
|
Jul 19, 2023 |
|
252 How Accountants Can Use ChatGPT with Jason Staats, CPA
|
Jul 12, 2023 |
|
251 Digital Products: Sell Your Expertise, Not You Working
|
Jul 05, 2023 |
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250 Productized Services: Sell Your Expertise, Not You Working
|
Jun 28, 2023 |
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249 Extraordinary Results Through 1:Many with Laura Dixon
|
Jun 21, 2023 |
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248 What Works for CPA Firms with Donny Shimamoto, CPA
|
Jun 14, 2023 |
|
247 Effective Marketing for Accounting Firms with Matt Banker
|
Jun 07, 2023 |
|
246 How to Improve Sale Multiples with Brannon Poe
|
May 31, 2023 |
|
245 Niching into Female-Owned Law Firms with Julie Powell, CPA
|
May 24, 2023 |
|
244 Get More from Technology with Joe Woodard
|
May 17, 2023 |
|
243 15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA
|
May 10, 2023 |
|
242 Time and Cash Runway to Transition Your CPA Firm
|
Apr 26, 2023 |
|
241 How to Get Down to 25 Hours
|
Apr 26, 2023 |
|
240 Offer One-Time Intensives with Sheila Hansen, CPA
|
Apr 19, 2023 |
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239 Finding Your Niche with Matt Chiappetta, CPA
|
Apr 18, 2023 |
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238 Getting Control of Your CPA Firm with Laurie Rauk
|
Apr 17, 2023 |
|
237 40 Hours Fiction
|
Apr 12, 2023 |
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236 Why CPAs Get Stuck & How to Fix It
|
Apr 05, 2023 |
|
235 Advanced Decisions
|
Mar 29, 2023 |
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234 Time's Up! with Ron Baker: Subscription Business Model for CPA Firms, Part 2
|
Mar 22, 2023 |
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233 Time's Up! with Ron Baker: Subscription Business Model for CPA Firms, Part 1
|
Mar 15, 2023 |
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232 *You Can* Master Your Time and Calendar, with Dawn Goldberg
|
Mar 08, 2023 |
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231 Seven Stages of Change
|
Mar 01, 2023 |
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230 How To Have A Stress-Free Tax Season, with Dawn Goldberg, CPA
|
Feb 22, 2023 |
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229 Get Paid in Full Up Front for Tax Returns
|
Feb 15, 2023 |
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228 Selling Ingredients
|
Feb 08, 2023 |
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227 The Problem You Solve
|
Feb 01, 2023 |
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226 Why We Work Too Much
|
Jan 25, 2023 |
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225 Selling Summit CPA for Multiples with Jody Grunden
|
Jan 18, 2023 |
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224 Time Creation: 7 Ways to Get Hours Back in Your Accounting Firm
|
Jan 11, 2023 |
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223 Time + Work ≠ Money: Value Creation for CPAs
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Jan 04, 2023 |
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222 Holiday Accounting Humor with Hazel and Remy
|
Dec 28, 2022 |
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221 12 Reasons to Niche Your Accounting Practice
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Dec 21, 2022 |
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220 Effortless Value: Price for Access, not Work
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Dec 14, 2022 |
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219 Automation as Business Strategy with Jason Staats
|
Dec 07, 2022 |
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218 Mindset Coaching for More Powerful Results with Emma Richter
|
Nov 30, 2022 |
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217 Get Down to 40 Hours with CPA Mastermind
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Nov 23, 2022 |
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216 Inside CPA Mastermind, with Sheila Hansen
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Nov 16, 2022 |
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215 How to Disengage Clients to Strengthen Your Accounting Firm
|
Nov 09, 2022 |
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214 Communicate Your Value More Effectively with Six Elements
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Nov 02, 2022 |
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213 Coaching Confidential: Where One Multi-Six Figure Coach Invests Her Cash
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Oct 26, 2022 |
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212 Hold My Beer and Watch Me Niche, with Josh Lance, CPA
|
Oct 19, 2022 |
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211 Pricing for Improved Profitability
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Oct 12, 2022 |
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210 Selling Experience and Transformation Instead of Services and Deliverables
|
Oct 05, 2022 |
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209 How to Communicate Value More Simply and Effectively
|
Sep 28, 2022 |
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208 Minting New Niches for CPAs: Inside the CHIPS and IRA Bills
|
Sep 21, 2022 |
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207 The Flat-Rate Pricing Debate: Cost Plus or Value Minus?
|
Sep 14, 2022 |
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206 Breaking Away from the Mainstream Medical Model with Dr. Lewis Weiner
|
Sep 07, 2022 |
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205 Create High-Paying Clients: a 5-Step Process for CPAs
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Aug 31, 2022 |
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204 130% Revenue Increase While Working Less with Paige Gott
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Aug 24, 2022 |
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203 Killer Niche: Farm + Ag CPA with Catherine Ozment
|
Aug 17, 2022 |
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202 Selling Value to Create Better Clients at Higher Prices with Mark Stiving
|
Aug 10, 2022 |
|
201 Effortless Value
|
Aug 03, 2022 |
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200 Make Podcasting Great for Your Accounting Firm
|
Jul 27, 2022 |
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199 Selling Cloud-based vs Traditional CPA Firms with Brannon Poe
|
Jul 20, 2022 |
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198 Killer Intel for CPAs on the Real Estate Investor Niche with Tom Wheelwright
|
Jul 13, 2022 |
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197 Listening Tour: How CPAs Can Create More Value with Less Effort
|
Jul 06, 2022 |
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196 CPA Mastermind: Create More Profit with Less Effort
|
Jun 29, 2022 |
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195 How to Position Your CPA Firm to Stop Getting Overlooked in the Marketplace
|
Jun 22, 2022 |
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194 Low-Priced Thoughts
|
Jun 15, 2022 |
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193 Create the Exact Business You Want: Introducing The Model
|
Jun 08, 2022 |
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192 Free Time and 7 Figures Net Revenue with John Lee Dumas
|
Jun 01, 2022 |
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191 Pricing Mindset: A CPA’s Most Effective Multi-Tool for Profit, with Janene Liston
|
May 25, 2022 |
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190 Pricing Sweet Spot: Cost < Price < Value
|
May 18, 2022 |
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189 How CPAs Can More Effectively Lead Their Teams
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May 11, 2022 |
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188 Stop Overcomplicating, Start Simplifying
|
May 04, 2022 |
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187 What to Do When You’re Stuck-in-Indecision
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Apr 27, 2022 |
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186 A Simple Formula for Writing Copy, to Sell Your Accounting Services More Effectively
|
Apr 20, 2022 |
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185 How to Stop Procrastinating, Self-distracting, and Avoiding Work
|
Apr 13, 2022 |
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184 How to Stop Feeling Overwhelmed and Pressured by Time
|
Apr 06, 2022 |
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183 From Billing Hourly to Up-Front Pricing of Legal Work
|
Mar 30, 2022 |
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182 Time-Freedom and Productized Services with Paul Klein
|
Mar 23, 2022 |
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181 Simplifying Your Expertise with The Sketch Guy, Carl Richards
|
Mar 16, 2022 |
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180 How CPAs Can Create More Time During Busy Season
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Mar 09, 2022 |
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179 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall
|
Mar 02, 2022 |
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178 Killer Niches for CPAs with Tom Wheelright
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Feb 23, 2022 |
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177 How Money, Automation, and Software Change Tax with Jody Padar
|
Feb 16, 2022 |
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176 Behind the Scenes: What Business Owners Want from CPAs with Shelli Warren
|
Feb 09, 2022 |
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175 Paid Strategy Sessions and Half-Day Workshops with Erica Goode, CPA
|
Feb 02, 2022 |
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174 More Confidence, Time, & Wealth When You Niche with SaraEllen Hutchison
|
Jan 26, 2022 |
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173 Should CPAs Put Prices on Their Website?
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Jan 19, 2022 |
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172 Subscription Pricing Strategies with Mark Stiving
|
Jan 12, 2022 |
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171 How to Stop People Pleasing with Sara Bybee Fisk
|
Jan 05, 2022 |
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170 Year-End Accountant Jokes from Hazel and Remy
|
Dec 29, 2021 |
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169 Five Key Business Books for CPAs from 2021
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Dec 22, 2021 |
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168 Subscription: Create a More Valuable Business with John Warrillow
|
Dec 15, 2021 |
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167 Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau
|
Dec 08, 2021 |
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166 How CPAs Can Build and Monetize Authority with Rochelle Moulton
|
Dec 01, 2021 |
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165 From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA
|
Nov 24, 2021 |
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164 Could Your Clients be Ready for Family Office Services? With Anthony Glomski
|
Nov 17, 2021 |
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163 How CPA Firms can Hire Well During Covid-times with Mark Goldman
|
Nov 10, 2021 |
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162 How to Sell a CPA Firm for Optimal Price with Brannon Poe
|
Nov 03, 2021 |
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161 Have the Confidence to Pivot and Create Bigger Things as a CPA with Kara Gaisie
|
Oct 27, 2021 |
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160 How to Price CPA Advisory Services
|
Oct 20, 2021 |
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BONUS: Free Training Series - Work Less Without Losing Revenue
|
Oct 13, 2021 |
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159 How to Package CPA Advisory Services
|
Oct 13, 2021 |
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158 How CPAs Can Write Better Proposals without Having to Be Good Writers
|
Oct 06, 2021 |
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157 Altitudes of Involvement for CPAs with Jonathan Stark
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Sep 29, 2021 |
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156 Get Different, Get Noticed: Better Marketing for CPAs with Mike Michalowicz
|
Sep 22, 2021 |
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155 BONUS - Pricing in a Nutshell, for CPAs
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Sep 15, 2021 |
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155 CFO Meetings: Go Beyond Dashboards and KPIs with Mark Gandy
|
Sep 15, 2021 |
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154 Help Your Advisory Clients See the Power in their Data with Fathom
|
Sep 08, 2021 |
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153 A Formula for Quantifying Value with Mark Stiving, PhD
|
Sep 01, 2021 |
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152 How to Build $250K in CPA Advisory Services in 4 Months
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Aug 25, 2021 |
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151 Design and Create Pricing Strategies from a Value Standpoint Part 2, with Jose Mirabal
|
Aug 18, 2021 |
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150 Design and Create Pricing Strategies from a Value Standpoint Part 1, with Jose Mirabal
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Aug 11, 2021 |
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149 How to Leverage Accounting Automation with Ryan Lazanis
|
Aug 04, 2021 |
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148 5 Productivity Apps to Save You Hours
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Jul 28, 2021 |
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147 Subscription Business Model: Build Greater Wealth in Your CPA Firm with Ron Baker
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Jul 21, 2021 |
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146 Results-Driven Design with Ben Manley
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Jul 14, 2021 |
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145 Pricing Tools for CPAs, Made Simple
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Jul 07, 2021 |
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144 How to Raise Your Rates as a CPA
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Jun 30, 2021 |
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143 How to Price Intangibles
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Jun 23, 2021 |
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142 From Impossible to Exponential Growth: The CPA Mindset
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Jun 16, 2021 |
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141 One Year: From Tax Factory to vCFO & Ag CPA with Catherine Ozment
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Jun 09, 2021 |
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140 BS CPA LINGO BINGO
|
Jun 02, 2021 |
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139 Drive Outcomes for Your Clients with Geni Whitehouse
|
May 26, 2021 |
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138 Fetch a High Multiple When You Sell Your CPA Firm with Allan Koltin
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May 19, 2021 |
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137 Rolling Forecasts: How to Explore Risk and Opportunity with Your Clients
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May 12, 2021 |
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136 How CPAs Can Build a Sales Process That Can be Optimized, then Delegated
|
May 05, 2021 |
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135 ERC: Clarifying 3 Common Areas of Ambiguity
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Apr 28, 2021 |
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134 5 Keys to Make Your Website Work for Your CPA Firm
|
Apr 21, 2021 |
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133 Cybersecurity for CPA Firms
|
Apr 14, 2021 |
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132 Master Your Sales Conversations
|
Apr 07, 2021 |
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131 From CPA to CFO, with Thought-Leader Jack Sweeney
|
Mar 31, 2021 |
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130 CPA Burnout: How to Get Your Energy Back
|
Mar 24, 2021 |
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129 How to Spend Way Less Time on Email Every Day
|
Mar 17, 2021 |
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128 Selling to Serve, with James Ashford of GoProposal
|
Mar 10, 2021 |
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127 How CPAs Can Use YouTube Videos to Accelerate Growth with Hannah Smolinksi, CPA
|
Mar 03, 2021 |
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126 How to Implement Advisory Services with Twyla Verhelst, Leader of the Accounting Professionals Program at Freshbooks
|
Feb 24, 2021 |
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125 Value and Segmented Pricing for CPAs with Pricing Expert Mark Stiving, PhD
|
Feb 17, 2021 |
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124 4 Most Common Hiring Mistakes CPAs Make and What to Do Instead
|
Feb 10, 2021 |
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123 Overcoming Under-earning and Rewire for Wealth with Author Barbara Huson (pka Barbara Stanny)
|
Feb 03, 2021 |
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122 The Pioneer of Value-Based Fees in the Consulting Profession, Alan Weiss, Ph.D.
|
Jan 27, 2021 |
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121 Switching to Advisory Services using Profit First, with Rob Foncannon, CPA
|
Jan 20, 2021 |
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120 Cloud Accounting Technology and Software, with Blake Oliver
|
Jan 13, 2021 |
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119 The Traveling CPA: Around the world in 14 minutes
|
Jan 06, 2021 |
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118 Pent-Up, Flat-line, or Decrease: Anticipating 2021 Demand for Your Advisory Clients
|
Dec 30, 2020 |
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117 Create Your 2021 Goals & Strategic Plan for Your CPA Firm
|
Dec 21, 2020 |
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116 From Hourly Billing to Flat Rate for Cares Act Documentation
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Dec 16, 2020 |
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115 Create Space for Amazing Clients By Removing Ones You've Outgrown
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Dec 09, 2020 |
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114 CPAs Need to Stop Accepting Trap Money
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Dec 02, 2020 |
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113 Out of Compliance and into Tax-savvy Stock Option Consulting, with Minnie Lau, CPA
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Nov 25, 2020 |
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112 Does Your CPA Firm Sell Outcomes or Deliverables?
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Nov 18, 2020 |
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111 Better Pricing Methodologies For CPA Firms, with Jonathan Stark
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Nov 11, 2020 |
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110 15 Phrases to Scrub from your CPA Firm’s Website
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Nov 04, 2020 |
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109 The CPA Who Innovates, Wins
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Oct 28, 2020 |
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108 The Dangers of Listening to CPAs for Wisdom
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Oct 21, 2020 |
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107 Are You Building the CPA Firm You Want to Own?
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Oct 14, 2020 |
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106 Better Pricing Strategies for Accountants: Stop Billing by the Hour, with Jonathan Stark
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Oct 07, 2020 |
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105 Mathematical Proof Specializing Will Make You a More Profitable CPA
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Sep 30, 2020 |
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104 How Much Would a CPA Pay for a Kid's Bike?
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Sep 23, 2020 |
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103 Cashflow Forecasting, Niching, and Raising Your Rates with Emily Sandberg
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Sep 16, 2020 |
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102 A High-Margin CPA Firm: It’s Easier than You Think
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Sep 09, 2020 |
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101 How a CPA Can Raise Prices with Confidence
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Sep 02, 2020 |
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100 The Conversation That Will Propel Your Accounting Practice
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Aug 26, 2020 |
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099 Lean and Profitable By Design, with Anjali Jariwala, CPA, CFP, & founder of FIT Advisors
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Aug 19, 2020 |
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098 A Framework is Essential to CPAs Working Less and Earning More
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Aug 12, 2020 |
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097 Get Reading Outside the Accounting Box
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Aug 05, 2020 |
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096 Accounting Marketing Doesn’t Suck, with Hugh Duffy, CEO of Build Your Firm
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Jul 29, 2020 |
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095 CPAs Land Better Clients Using This Strategy
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Jul 22, 2020 |
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094 Did Your Accounting Practice Take a COVID Detour?
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Jul 15, 2020 |
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093 Prediction: Forecasting Will Benefit Your Accounting Business
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Jul 08, 2020 |
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092 Level the Playing Field with Germeen Guillaume of Visionary Accounting Group
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Jul 01, 2020 |
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091 Is Your Accounting Niche Niche-y Enough?
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Jun 24, 2020 |
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090 How to Design vCFO Services, with Adam Hale, COO of Summit CPA Group
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Jun 17, 2020 |
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089 [Coaching] How to Attract More of the Right Clients, with Annette Bevers, CPA
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Jun 10, 2020 |
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088 The Case of the $475K Proposal: Did They Accept?
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Jun 03, 2020 |
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087 You Create Work-Life Harmony, with Amy Vetter, CEO of the B3 Method® Institute
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May 27, 2020 |
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086 Secrets of Shifting to vCFO Services, with Jody Grunden, Co-Founder and CEO of Summit CPA Group
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May 20, 2020 |
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085 Designing Systems for Great Customer Experience, with Claire Stewart, Founder of Cartmill Stewart
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May 13, 2020 |
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084 Women: Speak Up in Your Field, with Carol Cox
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May 06, 2020 |
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083 Fix This Next in Your Accounting Practice, with Fix This Next Author, Mike Michalowicz
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Apr 27, 2020 |
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082 [Coaching] Logic vs Intuition: How to Choose Fulfilling Work, with Erica Goode
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Apr 22, 2020 |
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081 Time to Rethink Your Pricing Strategy? with Ron Baker, Founder of VeraSage Institute
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Apr 15, 2020 |
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080 [Series] Lies of the Accounting Industry: #1 - Charge What You're Worth
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Apr 08, 2020 |
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079 [Coaching] How to Move into Advising with Heather Zeitzwolfe of Zeitzwolfe Accounting
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Apr 01, 2020 |
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078 How to Design Better Workflows in Your Business, with David Cristello, Founder & CEO of Jetpack Workflow
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Mar 25, 2020 |
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077 Tips For Staying Present In The Face Of Uncertainty
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Mar 18, 2020 |
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076 Are You Selling at a Discount to Full-Price Buyers?
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Mar 11, 2020 |
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075 How to Keep the Scope Creeps at Bay, with Jenn Barley of Kickstart Your Edge
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Mar 04, 2020 |
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074 Ways to Keep Stress Under Control in Tax Season, with Christine Lustik, owner of Mindfulness in Organizations
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Feb 26, 2020 |
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073 Does Money Find You Attractive?
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Feb 19, 2020 |
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072 Are You Wiping Out Often Enough?
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Feb 12, 2020 |
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071 How to Help Your Clients Build A Better World, with Steve Pipe, founder of Accountants Changing the World
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Feb 05, 2020 |
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070 Be Strategic About Your CPEs, with Melisa Galasso of Galasso Learning Solutions
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Jan 29, 2020 |
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069 Guiding Clients to Profitability with Lisa Campbell, Owner of the Marcam Group
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Jan 22, 2020 |
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068 The Process of Niching Down to E-commerce Business Owners, with owner of Bookskeep, Cyndi Thomason
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Jan 15, 2020 |
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067 Best Reads from 2019
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Jan 08, 2020 |
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066 Happy New Year - Now Raise Your Prices
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Jan 01, 2020 |
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065 Happy Holidays from Hazel and Me
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Dec 25, 2019 |
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064 Why & How to Claim Your Google My Business Profile, with Sommer Poquette CEO of Keep It Real Social
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Dec 18, 2019 |
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063 How to Get Started Adding Advisory Services
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Dec 11, 2019 |
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062 Making More Time in Your Business with Adrienne Dorison, Co-Founder of Run Like Clockwork
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Dec 04, 2019 |
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061 The Opportunity in Your Accounts Receivable
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Nov 27, 2019 |
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060 Stand Out from the Crowd with Donna Leyens, President of Pumpkin Plan Your Biz
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Nov 20, 2019 |
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059 Planning for 2020 Happens Now
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Nov 13, 2019 |
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058 How Setting Up Your Ideal Week Saves You Time with Billie Anne Grigg
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Nov 06, 2019 |
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057 Create Value for Your Clients with End-of-Year Meetings
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Oct 30, 2019 |
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056 How Being A Non-traditional Practice Fuels Growth, with Michelle Cooper, owner of Alchemy Accounting
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Oct 23, 2019 |
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055 [Coaching] Mindset Blocks Around Hiring with Dr. Sabrina Starling
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Oct 16, 2019 |
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054 How Narrowing Your Niche Can Help You Grow Faster
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Oct 09, 2019 |
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053 Adding Advisory Services and the Power of Niching Down with Tracy Jepson
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Oct 02, 2019 |
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052 From Solo to a Team of 6 in 5 years with Danielle Hayden of Kickstart Accounting
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Sep 25, 2019 |
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Bonus Episode… Announcement from Geraldine
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Sep 18, 2019 |
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051 How to Be Productive Where it Matters Most, with Amber De La Garza, The Productivity Specialist
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Sep 11, 2019 |
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050 How to Leverage Your Network to Create More Clients, with Nikki Rausch
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Sep 04, 2019 |
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049 How to Build The Tribe You Lead
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Aug 28, 2019 |
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048 How Applying Behavioral Economics Can Benefit Your Business, with Melina Palmer of Brainy Business Podcast
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Aug 21, 2019 |
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047 Protect Your Attention
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Aug 14, 2019 |
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046 [Coaching] Getting Insights into Her Financials with Amanda Berlin
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Aug 07, 2019 |
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045 From Zero to 7 Figures with Kate Ahl, CEO of Simple Pin Media
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Jul 31, 2019 |
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044 CEO Day: Why You Need to Pick Your Head Up in Your Business
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Jul 24, 2019 |
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043 [Coaching] Making the Money and the Time Add Up with Physical Therapist Kate Baker
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Jul 17, 2019 |
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042 Decoding CPA-Speak: Clarifying 9 Common Terms
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Jul 10, 2019 |
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041 Not Your Typical Sex-y Business with Amy Lang of Birds and Bees and Kids
|
Jul 03, 2019 |
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040 BAM Success Summit - 5 Guest Takeaways
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Jun 26, 2019 |
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039 Women Disrupting the Cannabis Industry, with co-owner of Dancing Goat Gardens, Kim Bostrom
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Jun 19, 2019 |
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038 Creating High-Quality In-Home Childcare Programs at Scale, with CEO of MyVillage, Erica Mackey
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Jun 12, 2019 |
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037 [Coaching] Setting Boundaries & Getting Ahead of Summer Planning with Miri Disney-Faller of Back on Track Physical Therapy
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Jun 05, 2019 |
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036 How Tracking KPIs Can Help You Work Less Hard In Your Business
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May 29, 2019 |
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035 How to Let Go of Past Business Mistakes
|
May 22, 2019 |
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034 [Mindset] Are You Sending Mixed Signals to Money?
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May 15, 2019 |
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033 [Coaching] Developing Your Thought Leadership Platform with Triathlete Coach Anne Torrez
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May 08, 2019 |
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032 On A Mission to Transform Healthcare, with Lesley Von Eschen, PA - C and Carol Bridges, MD, co-CEOs of CostCare
|
May 01, 2019 |
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031 [Mindset] Are you good enough? Are you sure?
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Apr 24, 2019 |
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030 [Mindset] Is Your Current Thinking Keeping You Stuck?
|
Apr 17, 2019 |
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029 Did you hit your Q1 goals?
|
Apr 12, 2019 |
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028 How to Make Better Decisions Faster and with More Clarity
|
Apr 03, 2019 |
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027 How to Book Conference Speaking Gigs & Maximize Your Attendance, with BAM Success Summit Owner Julie Fry
|
Mar 27, 2019 |
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026 Simple Financials and KPIs with Virtual CFO Hannah Smolinksi
|
Mar 21, 2019 |
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025 Find the $50K Hiding in Plain Sight in Your Business Part 2
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Mar 13, 2019 |
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024 Find the $50K Hiding in Plain Sight in Your Business
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Mar 08, 2019 |
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023 Speed Up Gmail with a Simple System of Labels
|
Feb 27, 2019 |
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022 Mindset and Your Unintentional Thoughts, Unintentional Feelings
|
Feb 20, 2019 |
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021 How to Turn Self-Doubt into Confidence
|
Feb 13, 2019 |
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020 What Space is Like with Astronaut Nicole Stott
|
Feb 06, 2019 |
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019 Stop Magical Thinking: The Math Needs to Add Up
|
Jan 30, 2019 |
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018 Focus Where it Matters Most
|
Jan 23, 2019 |
|
017 How to Create Your 2019 Strategic Plan in 7 Simple Steps
|
Jan 15, 2019 |
|
016 How to Sell with Authenticity and Improve Your Sales Mindset with Nikki Rausch
|
Jan 08, 2019 |
|
015 - A Year's Worth of Encouragement
|
Dec 31, 2018 |
|
014 - Happy Holidays from Hazel and Me
|
Dec 24, 2018 |
|
013 Serial Monotasking is So Much Faster than Multitasking
|
Dec 18, 2018 |
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012 Uplevel Your Mindset: 10 Lies That are Holding You Back
|
Dec 11, 2018 |
|
011 Biz Chix Live: 7 Guest Takeaways
|
Dec 03, 2018 |
|
010 [Coaching] Mindset Shift: From Holding Back to Leading with Power with Jeannine Widmann
|
Nov 26, 2018 |
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009 Shame, Money Mindset, and Your Profit & Loss
|
Nov 19, 2018 |
|
008 9 Keys to Thinking and Playing Bigger
|
Nov 03, 2018 |
|
007 Turning a Scientific Discovery into a Business with CEO of CarbonNutra Carrine Blank
|
Oct 25, 2018 |
|
006 Jodi Flynn Interviews Me on Thinking and Playing Big
|
Oct 19, 2018 |
|
005 How to Create a Movement Around Crowd Manufacturing with FranciePants Founder Francie Wasser
|
Oct 09, 2018 |
|
004 Tiny Business, Huge Impact with ECOBAGS Founder Sharon Rowe
|
Oct 09, 2018 |
|
003 The Importance of Knowing Your Priorities
|
Sep 20, 2018 |
|
002 [Coaching] Figuring Out a First Hire with Mallory Ottariano of KIND Apparel
|
Sep 13, 2018 |
|
001 [Coaching] Finding Time Where You Thought There Was None with Gretchen Carlson of Evolution through Vacation
|
Sep 13, 2018 |