Thu, 19 May 2022
Today, the founder and CEO of Jetpack Workflow, David Cristello is back with another solo cast to cover another hard topic that permeates the accounting industry - marketing. Most firms grow through word of mouth and thrive because they have specialized packages for a particular customer. This is ideal, but after a while, you need to have a system for acquiring new clients on a regular basis. This is achieved through consistent marketing. With a reliable flow of new clients each month, you’ll have more accurate forecasting and can measure your capacity and get ahead on a hiring strategy. Today’s episode will cover a few tactics for creating a sound marketing strategy.
Direct download: 20220519_Hate-Marketing-Start-Here.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Thu, 12 May 2022
Today, the founder and CEO of Jetpack Workflow, David Cristello is reflecting on a quote from Marcus Lemonis, host of the reality TV show The Profit. In the show, Marcus would go into small businesses and assess the three P’s: People, Process, and Product. He’d determine where the biggest issues were and help the owners make corrections. Typically, the people (staff) were great, and when they weren’t, it was obvious they needed to go. If this were the case, he’d advise the owners to get rid of them quickly so the rest of your team can perform at a higher level. From there, he would assess how to get their products (which were also usually great) out of the door. This led him to a philosophy that resonates with David and many firm owners: “Look at processes before you look at the people.” Oftentimes, confusion and lack of growth within your staff isn’t a result of the people, but a byproduct of a bad process. It leads your staff to a lot of wasted time trying to figure out what needs to be done, on top of all of the other work they are trying to complete. Eventually, burnout is the result.
Direct download: The_Process_and_Outputs_Come_First.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Thu, 5 May 2022
Today, founder and CEO of Jetpack Workflow, David Cristello is discussing a simple tactic that’s easy to implement and can improve profits but is often ignored—raising your prices. Raising prices is a sensitive topic and plenty of firm owners struggle with when and how to do it. However, if you aren’t evaluating your prices frequently, you are likely underselling your clients. However when you implement a new pricing strategy, you’ll elevate profits and your client base and have a better work/life balance as you scale.
Direct download: Solocast_The_Hidden_Simple_Growth_Lever_in_Your_Firm.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Thu, 28 April 2022
In this special solocast episode, David Cristello, founder and CEO of Jetpack Workflow and host of the Growing Your Firm Podcast, discusses the ONE THING you need to do right after your busy season.
Direct download: Do_this_ONE_THING_right_after_busy_season.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Thu, 21 April 2022
The Talent Crunch, also known as The Great Resignation, is affecting nearly everyone in the industry. The CEO and founder of Jetpack Workflow, David Cristello is addressing the problem in this podcast. He’ll cover solutions for finding, attracting, and retaining a great team. David believes with the right approach, your firm can find success in this area.
Direct download: 2022-04-21_David_Cristello_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Thu, 14 April 2022
Aaron Rubin specializes in financial, estate, and tax planning. With an extensive background in financial services, Aaron takes particular pride in helping his young tech clients make tax-savvy, financially sound decisions about their stock compensation packages. He received a BA in Economics-Accounting-Spanish from Claremont McKenna College. He graduated cum laude from the University of Illinois College of Law and was admitted as a member of the California Bar in 2006. He is licensed as a certified public accountant. In 2009, Aaron also received his CFP® designation. Aaron started his career in accounting, working at international CPA firm Deloitte, where he focused on high net worth individual income tax returns. He then moved to Abbott Stringham & Lynch — a local CPA firm — expanding his focus to estate and gift tax returns and planning. He has been with WRP since 2009. Professional BioWRP Wealth is an investment advisory firm that specializes in helping individuals at pre-IPO make decisions about their equity compensation. With their related company WRPTax, they provide an integrated tax and wealth solution.
Direct download: 20220414_Aaron_Rubin_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Thu, 7 April 2022
If you work in a marketing agency, accounting firm (or pretty much any service business), you know how frustrating it is to get information from clients.
Direct download: 2022-04-07_James_Rose_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Thu, 31 March 2022
I currently teach as an Associate Professor of Accounting, at Valparaiso University, Indiana. My taught courses consist of teaching undergraduate financial accountancy and Managerial accountancy, as well undergraduate Audit and Accounting Information Systems classes.
Direct download: 2022-03-31_Dr._Anton_Lewis_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Thu, 24 March 2022
Christopher Mundon is the CEO and Co-Founder of Little Newt, a company whose goal is to develop and market a truly revolutionary federal income tax automation product.
Direct download: 2022-03-24_Interview_Christopher_Mundon_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Thu, 17 March 2022
Tom Wheelwright is a CPA, Founder and CEO of WealthAbility (Tempe, Arizona) and Best-Selling Author of Tax-Free Wealth. Wheelwright is a leading wealth and tax expert, global speaker, and entrepreneur. Tom is best known for making taxes fun, easy and understandable, and specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes.
Direct download: 2022-03-17_Interview_Tom_Wheelwright_Final.m4a
Category:general -- posted at: 5:00am EDT |
Thu, 10 March 2022
Leader in QuickBooks providing Ongoing Services for Accounting, Bookkeeping, Catchup/Cleanup, Cash Flow Usage/Forecasting, and Training Nationwide.
Direct download: 2022-03-10_Interview_Jonathan_Bello_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Thu, 3 March 2022
I help businesses scale and grow by implementing efficient business infrastructure, processes and systems. My team and I are experts at creating, documenting and implementing processes and procedures in small/medium size companies. We work with companies that want to scale and expand as well as companies that are gearing up for transition. You can reach me at 503.750.0955 or adi@BizSuccessCG.com
Direct download: 2022-03-03_Interview_Adi_Klevit_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Thu, 24 February 2022
I’m an accountant who puts a smile on the face of small business owners with expert, jargon-free advice they can rely on. I save business owners money, help them maximise profit and cash, and put them in control of their finances.
Direct download: 2022-02-24_Interview_Luke_Fletcher_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Thu, 17 February 2022
Passionate about innovation and the transformation of the accounting profession. Collaborating to build the future business model of a public accounting firm.
Direct download: 2022-02-17_Interview_Dustin_Hostetler_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Thu, 10 February 2022
I help entrepreneurial accountants create generational wealth and impact, by systemizing how they attract and win the business of their dream clients.
Direct download: 2022-02-10_Interview_Tyler_Clark_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Thu, 3 February 2022
Founder of Full Stadium Marketing: A content marketing agency providing strategy, production and promotion to get your message to your audience. Currently serving clients all over the U.S. and Canada.
Direct download: 2022-02-03_Interview_Micky_Deming_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Thu, 27 January 2022
Working with some pretty great people trying to change the way accounting services are delivered to Canadians.
Direct download: 2022-01-27_Interview_Chad_Davis_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Fri, 21 January 2022
LEARN TOP ECOMMERCE ACCOUNTING AND CASH MANAGEMENT STRATEGIES ►
Direct download: 2022-01-21_Interview_Meryl_Johnston_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |
Thu, 13 January 2022
I help businesses scale and grow by implementing efficient business infrastructure, processes and systems. My team and I are experts at creating, documenting and implementing processes and procedures in small/medium size companies. We work with companies that want to scale and expand as well as companies that are gearing up for transition. You can reach me at 503.750.0955 or adi@BizSuccessCG.com
Direct download: 2022-01-13_Interview_Adi_Klevit_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT |