Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

In this episode, host David Cristillo interviews Melissa Miranda, a certified public accountant and owner of Step-by-Step Accounting. They discuss the importance of preparing for maternity leave as a business owner and how to structure your team and workflow. 

Whether it's maternity leave or any other extended absence, Melissa shares valuable insights on setting up processes that can be applied across the board. Tune in to learn how to effectively manage time away from your business.

In this episode, you will learn about Melissa Miranda's experience preparing for maternity leave as a business owner, including the challenges and strategies involved. You will also learn about the structure and services offered by Melissa's accounting firm, Step-by-Step Accounting. 

Additionally, the episode discusses the use of a recruiter to fill a senior role, the organizational structure and change management strategies of Step-by-Step Accounting, the speaker's pricing strategy, and recommended books for business owners.

Direct download: GYF_021_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

In this episode of "Growing Your Firm," host David Cristello interviews David Leary, partner at Earmark Media and co-host of The Accounting Podcast. They discuss David Leary’s experience of being fired as a client from an accounting firm and how it led him to become a business owner and customer of accounting firms. 

They also touch on the talent shortage in the industry and the quality of TurboTax Live. Tune in to learn more about David's journey and Earmark Media's role in the accounting space.

Direct download: GYF_019_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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