Thu, 26 August 2021
I teach bookkeepers and accountants how to utilize tech and automation to create better workflows, systems, and processes so they can run their practice on autopilot, stress less, and save time! Are you wondering how this became my life? After being in the accounting world for five years, I struggled with streamlining my practice... I felt frustrated, nervous and couldn't sleep at night because I didn't know where my client work was. I was overwhelmed by all the daily tasks, lost track of work and just couldn't keep up. I hit a wall and decided to make a change, so I started to automate my practice. I created workflows, systems and processes to help me run my practice so I could scale, take on more clients and provide quality service in the meantime! Now, I’m a full-time educator. I’m an Asana Certified Pro and my courses have helped hundreds of bookkeepers and accountants LIKE YOU!
Direct download: 2021-08-26_Interview_Alyssa_Lang_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 19 August 2021
Driven to solve painful problems with smart, passionate, and empathetic people ||
Direct download: 2021-08-19_Interview_Jackie_Meyer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 12 August 2021
I am the CEO of Peisner Johnson, a state and local tax accounting firm that’s been around since 1992. I started with the firm as a staff assistant 25 years ago and has worked my way up to CEO. Currently, the firm has 25 employees and serves sellers in the United States and Canada. Since law changes in 2018, state and local taxes have become more complicated so Peisner Johnson has really stepped up to serve their clients as best as possible. The executive team, led by me as the CEO, has implemented new strategies to grow our relationships with our clients. “What’s Next” calls and value-based pricing are just two of the ways we've improved our customer (and employee) experience. Throughout my career, I learned that growing in your positions means being good at managing your work and managing people, you have to be good at both.
Direct download: 2021-08-12_Interview_Jason_Parr_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 5 August 2021
Direct download: 2021-08-05_Interview_Gretl_Siler_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |