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

On this episode of Growing Your Firm, host David Cristello welcomes back Ron Saharyan, co-founder of Profit First Professionals. They explore the concept of value pricing and its importance in pricing services based on the value provided. 

The conversation delves into various topics, with a promise of exciting announcements between Jetpack and Profit First at the end of the episode. Tune in for insightful discussions and a special reveal at the conclusion!

The listener will learn about Profit First Professionals, implementing the Profit First system in their business, client advisory services (CAS), subscription services in accounting firms, strategies for expanding client base, importance of advising customers, and the partnership between Profit First Professional and Jetpack Workflow.

Ron Saharyan is a renowned figure in the world of small business consulting and financial management. As the co-founder and managing director of Profit First Professionals, Ron has dedicated his career to helping businesses of all sizes achieve financial success through innovative methodologies. 

With a decade of experience in the industry, Ron has become a trusted advisor to countless firms and entrepreneurs seeking to improve their financial health.

Direct download: GYF_040_5-23-24_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. 

Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Interesting: 52 Ways Even a Nerd Can Be Heard," discusses the latest trends in her membership base, the importance of niche advisory services, and effective communication strategies. 

Join us as we explore insights into talent acquisition and dive deep into various industry-specific challenges and opportunities.

The listener will learn about the book "How to Make a Boring Subject Interesting" and the author's journey from being a tax professional to finding ways to resonate with clients and deliver value. 

They will also learn about leveraging humor, embracing unique qualities, improving communication skills, transitioning to advisory roles, and addressing challenges in the accounting industry.

Direct download: GYF_039_5-9-24_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Today's episode features Samantha Santaniello, partner at R.S.K Tax & Consulting. Samantha discusses the importance of setting boundaries to manage time effectively as a business owner.

Host David Cristello explores topics like systems and processes for scaling a firm, balancing work and family life, and utilizing AI transcription tools. Tune in to gain insights on optimizing workflow and achieving work-life balance in the accounting industry.

The listener will learn about setting boundaries, systems and processes for scaling a firm, managing personal routines and juggling multiple responsibilities as a business owner and parent. They will also hear about the services provided by R.S.K Tax & Consulting, focusing on small business owners and real estate investors.

The importance of tax planning and strategy for small business owners, real estate investors, and individuals will also be discussed, along with insights into building a successful business with a sibling and managing personal systems effectively.

Additionally, the benefits of having a morning routine, utilizing an administrative assistant, and implementing tools like Jetpack Workflow for organization and task management will be highlighted.

The episode will also cover the significance of building a great team, incorporating ideas from others, and utilizing digital assistants in virtual meetings.

Direct download: GYF_038_5-2-24_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT