liz farr, author at 卡塔尔世界杯常规比赛时间 - page 3 of 7

jody grunden: subscription pricing is a game changer

get rid of the noise of hourly billing and create value.

this video is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. the podcast version becomes available in a few days everywhere you get your podcasts.

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the disruptors
part 1 of a two-part episode.
with liz farr

for over a decade, jody grunden, cpa, has been doing things that many firms are just now discovering. summit virtual cfo (now part of anders) offers weekly subscription-based pricing as a fully remote firm, and their main offering is virtual cfo services or, in today’s parlance, cas 2.0 services. he’s also the one you might spot at accounting conferences in his signature tommy bahama shirts instead of a suit and tie, not quite what you might expect from the leader of a $10 million firm.

jody grunden, coming in part 2, june 27: be different. make more money
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grunden, the partner and co-founder of summit virtual cfo, got his start as a thought leader and virtual cfo (as well as his signature wardrobe) when he was invited to speak at a conference in new orleans. at the conference, he used an easel and pad of paper to walk a roomful of successful creative agency owners through the way they made money and how their decisions impacted the bottom line. he is the author of the best-selling building the virtual cfo firm in the cloud.

featured video

loren fogelman: stop undercharging and start being client-centered

stop letting your business and career “suck the life out of you.”

this video is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. the podcast version will be available everywhere you get your podcasts.

the disruptors
with liz farr

loren fogelman is on a mission to help accountants and bookkeepers build businesses that “don’t suck the life out of you.” as fogelman says, “how much can you actually give up your personal life before it’s not sustainable any longer?”

more podcasts and videos: dawn brolin says grow your firm by shrinking it | jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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according to fogelman, a keynote speaker and one of america’s top-ranked business coaches for business success solution, “at least 57% of firm owners are undercharging for their services.” she encourages professionals to double or even triple their fees, which frees up time so they can provide client-centered services and “go back to the gym or spend more time with your family or take that much-needed vacation.”

the highly-sought business coach has several methods her clients use to earn more, work less, and have more quality time for themselves.

featured video

brannon poe: grow your business by preparing to let it go

the two big metrics and 12 more takeaways.

this video is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. the podcast version is available everywhere you get your podcasts.

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the disruptors
with liz farr

after helping people buy and sell accounting firms for years, brannon poe realized he was sitting on a treasure trove of valuable information that could help firm owners who were “motivated to change their practices for the better.” he’s leveraged those insights into a coaching program for accountants (accounting practice academy) and several books. his latest book, prepare your cpa firm for sale, describes the process of transforming a firm into one that buyers willingly pay top dollar for.

more podcasts and videos: dawn brolin says grow your firm by shrinking it | jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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poe recommends that firm owners start planning for an eventual sale well before they’re ready to leave. “i think the biggest mistake that i see often is they don’t do any planning,” poe says. starting the planning process three to five years ahead gives firm owners time to change things, including getting alignment on the timetable and price with other partners, which may be a tricky issue.

featured video

disruptors: dawn brolin says grow your firm by shrinking it

make life at work better for yourself, your team, and your clients.

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the disruptors
with liz farr

dawn brolin, cpa, cfe, intentionally shrank her firm, powerful accounting, from 11 to three team members, the opposite of the way most firms grow. she also drastically cut her client list, while nearly tripling her fees from a select group of just 19 clients.

“i decided i wanted to change my life,” brolin says. “i want to change my staff’s life. and i want to change the way my clients work with me where they weren’t worried about getting a bill because they called me and asked me a question.”

more podcasts and videos: jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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part of that change in dawn’s life was her passion for coaching college softball, where she serves as the team’s designated motivator. because softball season overlaps with tax season, she leaves the office at 2 pm, five days a week. no one in her firm works more than 35 hours a week.

podcast

disruptors: nicole davis & jw davis show how to create your own pipeline

change your business model, change your life.

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the disruptors
with liz farr

what would an accounting firm look like if you had never worked in public accounting? because nicole davis, cpa, and jw davis, a registered investment advisor, didn’t follow the traditional path to firm ownership. they reimagined what a firm could look like, starting from a blank canvas instead of the regimented, structured, paint-by-numbers design of traditional accounting firms.

more podcasts and videos: dawn brolin: grow your firm by shrinking it |jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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nicole is the founder and principal of butler-davis tax & accounting in the atlanta area, while jw is the ceo.

like many disruptor-led firms, jw explains that ”one of the really big things we focus on was work-life balance.” nicole adds, “if your culture is one of stress and long hours, then you really need to rethink your business model.”

featured video

disruptors: chase birky builds the anti-cpa firm

don’t reinvent the wheel. join a better wheel.

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the disruptors
with liz farr

chase birky wanted “a better way to cpa,” so he and co-founder max fritz created dark horse – the “anti-cpa firm,” which would be “the opposite of what a client would expect of a cpa firm, of what talent expects of a cpa firm.” dark horse democratizes access to the resources, tools, and technology available to larger firms so sole practitioners and small firms have an easier path to the modern cpa firm.

more podcasts and videos: jason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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dark horse was born out of the realization that small businesses were underserved by their accountants. many small business owners have “these horror stories about the large firm that deprioritizes them and charges them an arm and a leg, or the one-off practitioner or micro firm that wouldn’t return their emails or phone calls, and never provides advice, just tells them to sign on the dotted line,” birky says.

leadership

what kind of leader are you?

good vs. bad leadership.

by liz farr

i am fascinated by leadership. that’s likely because i’ve had way more experience with poor or mediocre leaders than with great leaders. let me tell you about examples at the extremes.

more from liz farr: jason blumer & julie shipp: move leaders out of client service | brandon hall: firms try to make too much on tax prep | amber setter: coaching helps resolve the tension between safety and purpose | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | chris vanover: question the why or stay with the status quo | jason deshayes: what we’re doing isn’t working
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in 2002, my accounting career began with a job at h&r block in rural new mexico. it was my first job where it was important to be at work on time. all my previous jobs had been as research assistants in biochemistry. my schedule was flexible, and as long as i kept up with the necessary work to move the project forward, my supervisors generally didn’t care when i did the work.

what kind of leader do you want to be?

do you want to be the kind of leader people want to follow? who is honored, as julie shipp is, “to go shoulder to shoulder with you”? or the leader who relies on constant and pointless check-ins?

if you’ve never spent time at a retail tax prep office, you may not be familiar with the stampede of people who show up as soon as they get their w2s so they can get their eitc refunds as soon as possible. this office was in a low-income area, so for a few weeks in february, when the doors opened at 9 a.m., we had enough people lined up outside the door to keep us busy until noon or beyond.

featured video

jason blumer & julie shipp: move leaders out of client service

intentionality can bring freedom and joy.

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the disruptors
with liz farr

when jason blumer and julie shipp joined forces to build blumer cpas more than a decade ago, they eschewed the traditional partnership structure, where decision-making power depends on ownership percentage. instead, blumer says, “we figured out the ownership is a legal reflection of the companies, but they do not reflect anything we do together in our roles.”

more podcasts and videos: james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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together, they also formed thriveal, a support community for accounting firm owners. blumer is the ceo and visionary for the firm and shipp is the coo and integrator. this separation of ownership from roles allows them both to be, as shipp says, “100% in my role and have 100% the authority of my role.”

client service opportunities

brandon hall: firms try to make too much on tax prep

try for a 10-15% margin.

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the disruptors
with liz farr

brandon hall says that the reason accountants have such long and grueling busy seasons is that “firms try to make way too much money at tax prep.” firms don’t have enough capacity to deliver on services, so everyone – including the partners – ends up working a ton of hours.

more podcasts and videos: james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa |

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because partner pay isn’t included in payroll, the margin on tax prep is likely much worse than the 30-35% that shows up on the income statement. hall’s target for the 2024 filing season is just 10-15% margin on tax prep.

featured video

amber setter: coaching helps resolve the tension between safety and purpose

safety’s knowing you can pay the bills. purpose is knowing there’s something more.

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the disruptors
with liz farr

amber setter, the chief enlightenment officer for conscious public accountants, started out as a type a overachiever cpa, but after a few busy seasons, she realized that she “didn’t want to be an accountant anymore.”

more podcasts and videos: blumer cpas: move leaders out of client service | james graham: drop the billable hour and you’ll bill more | karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance |

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today she’s an executive leadership coach for accountants, helping them transform their lives and careers.

advisory & consulting

james graham: drop the billable hour and you’ll bill more

firm poised to double in size with cfo services.

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the disruptors
with liz farr

james graham’s firm, richtr financial studio, gave up the billable hour 10 or 15 years ago, and graham points to that choice as making the biggest difference in his firm.

more podcasts and videos: karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life |

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he said it’s because “it really changes the nature of your relationship with the client” when the client is no longer looking at the clock with “that dollar per hour in the moment, always hanging over any interaction.” by removing the focus on time, “it allows everyone to move forward better because the focus is on running the business.”

client service opportunities

karen reyburn: fix your marketing and fix your business

not more clients, better clients.

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the disruptors
with liz farr

karen reyburn wants accountants to stop thinking “about marketing as this one-off thing where you tick little boxes,” but instead about the ways you can use your marketing to connect to the human experience. her company, the profitable firm, or pf for short, has been helping accountants with their marketing since 2012.

more podcasts and videos: giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life |

learn more

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her new book, the accountant marketer: the structured approach any accountant can follow to attract clients they love, provides a step-by-step process for understanding the unique characteristics of their firm and how to connect that uniqueness with their best clients.

in reyburn’s view, marketing is closely connected to the business. “if you have a marketing problem, you have a business problem. if you have a business problem, there’s often a marketing solution that can help with it.”

this book springs out of a pf coaching group called the accelerator, where participants were guided through a process of creating a structured approach to content marketing that made their marketing better. reyburn and pf take a collaborative approach to marketing. “we don’t do marketing for people,” she explained. “we do marketing with them.”

podcast

giles pearson: fix the staffing crisis by swapping experience for education

promoting cas services to entrepreneurial students can add better recruits to the profession.

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the disruptors
with liz farr

new zealand doesn’t have a tax season. this is largely because all tax returns are due one year after the standard march 31 year-end for businesses and individuals. but also: fewer than 20% of individuals actually need to file a return.

more podcasts and videos: jina etienne: practice fearless inclusion | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life | randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson

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“the returns that accounting firms are filing are for business owners and people with more complex investment structures,” says giles pearson, ceo and co-founder of accountests, an online knowledge-testing company that focuses on recruitment, selection and development assessments for chartered accountants, accounting graduates and candidates.

pearson adds that while a few do wait until the last minute, “the reality is for a lot of smaller firms here, by january, they’re literally twiddling their thumbs.”

this is something that pearson suggests the aicpa and the profession could be lobbying congress to adopt in america. alas, the profession has been trying for years, to no avail.

here’s what you’re looking for: liz farr

this video is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. the podcast version becomes available in a few days everywhere you get your podcasts.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

this video is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. the podcast version will be available everywhere you get your podcasts.

this video is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. the podcast version is available everywhere you get your podcasts.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

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subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

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subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

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