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

Jetpack Workflow

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

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

Jetpack Workflow

2
Followers
0
Plays
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About Us

Growing Your Firm is the Top Podcast for Ambitious Firm Owners to find tips, tactics, and strategies on how to Grow their Firm (or practice!). In this podcast we'll be interviewing Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.

Latest Episodes

How To Sell Your Firm In Five Years (or Less!)

Hi! I’m Ryan Lazanis. I’m a CPA by trade but definitely don’t consider myself a normal accountant. I identify more with being an entrepreneur and I love innovative technologies and disruptive business models. What I’m really passionate about is helping to modernize the old, archaic, traditional accounting firm model. After spending many years in public practice at a small CPA firm, I decided to start Xen Accounting in 2013. The firm was one of the first of its kind in Canada. 100% online, totally paperless, fully cloud-based & leveraging the latest technology to automate processes for the firm and its clients. The firm was comprised of a team of geeky CPA’s, bookkeepers and technologists. We looked at what millennials (employees and clients alike) hated from the traditional accounting firm and turned that on its head to offer a new service in the country. After 5 short years, Xen Accounting was acquired by Equiom, an international corporate services firm, thanks in part to the tech-oriented, scalable model that had been created. On a personal level, in those 5 years, I also learned a heck of a lot about starting, crafting and running a modern, automated, online accounting firm that provided customers with an exceptional customer and experience and team members with a modern work environment. Future Firm is an extension of my experience in the world of modern, technology-driven, forward-thinking accounting. With Future Firm, my aim is to help firms think about the future of their firm and to help them adopt a model that’s more geared towards the digital age. Something that’s more automated, more virtual, one that takes into account changing client expectations, is more visible online and caters to the upcoming millennial and Gen Z generations. I also like writing & speaking on the subject of technology & accounting. I’ve been a writer for Techvibes, featured in international publications and have spoken at various events around the world.

26 MIN1 weeks ago
Comments
How To Sell Your Firm In Five Years (or Less!)

The Core Process You Need To Accelerate Your Firm’s Growth

Certified Mastery Profit First Professional guiding entrepreneurs out of debt and into predictable, sustainable profitability so they can create the life they love. I serve entrepreneurs and small business owners to grow their businesses, PROFITABLY. Traditionally accounting and bookkeeping services are transactional - do the books, prepare the taxes, etc. Numbers in, numbers out, and you pay a fee. But what about profit? What if at the end of the day, by working with your profit strategist, you actually fattened your wallet? My firm does just that. We are Certified Mastery Level in the Profit First method, have direct hands-on experience increasing the profits for multiple businesses, and collaborate with other Profit First Specialists throughout the globe. What this means is we have the strategies to make your business more profitable than it has ever been before. And we are ready to do it for you starting now. http://marcam.ca

29 MIN2 weeks ago
Comments
The Core Process You Need To Accelerate Your Firm’s Growth

How To Become A Relentless CPA By Becoming A CEO

Areas of Practice Certified Public Accountant with 17 years tax experience Certified Valuation analyst with 10 years experience inbusiness valuation Serves small businesses and individuals in the areas of taxation, business valuation, financial reporting andsoftware support services Education • Graduated Summa Cum Laude from Clarion University • Received the Elijah Watt Sells certificate in recognition of performance in the CPA exam

39 MIN3 weeks ago
Comments
How To Become A Relentless CPA By Becoming A CEO

Could CashFlowTool Expand Your Advisory Services?

35 MINSEP 12
Comments
Could CashFlowTool Expand Your Advisory Services?

How to Work Smarter and Leaner To Grow Your Firm

I look forward to meeting with clients to help them automate their small business bookkeeping so they we can focus on their financial strength. We review the financial statements to make them easier to understand, and take action steps together to achieve the owner's goals. Some want to grow the business, while others are ready to build an exit strategy. We help with all phases in-between, and with Rochelle's tax expertise we offer the full services that so many businesses need. What could you do with a CFO in your corner?

25 MINSEP 5
Comments
How to Work Smarter and Leaner To Grow Your Firm

The Surprising Truth About Accounting Firm Acquisitions

42 MINAUG 29
Comments
The Surprising Truth About Accounting Firm Acquisitions

How to Get More for Your Services – Michele Riffe of Sherwood Financial

24 MINAUG 22
Comments
How to Get More for Your Services – Michele Riffe of Sherwood Financial

How to Use Social Media To Market Your Firm – Adrian Dayton from Clearview Social

My name is Adrian Dayton. By day I am the Founder and CEO ofClearview Social, an app used by over 100 professional services firms to make it easier to get their team sharing on social. I’m an internationally recognized speaker on social media and business development. I’ve trained over 15,000 professionals on LinkedIn, Twitter and effective blogging strategies. I’d love to help make your next Partner retreat, LinkedIn training, or offsite event a transformative experience.

40 MINAUG 15
Comments
How to Use Social Media To Market Your Firm – Adrian Dayton from Clearview Social

How to Operate a 70+ Employee Accounting Firm

G. Alan Long, CPA, CITP, CGMA, is the managing member of Baldwin. Alan received his accounting degree from Eastern Kentucky University in 1979 and was certified in 1981. His service to the profession includes having been President and Secretary/Treasurer of the Kentucky Society of CPAs, chair of the Education Foundation of the KYCPA, a member of the Peer Review Board and Leadership Council of the AICPA, a member of the Auditing Standards Board of the AICPA, a member of the Compliance Assurance Committee for NASBA, as well as a member of the Kentucky State Board of Accountancy. Alan is an Instructor for Continuing Education Classes for the AICPA. He received the 2005 Distinguished Alumnus Award from the School of Business & Technology at Eastern Kentucky University. Alan and his wife Teresa reside in Richmond, Ky.

23 MINAUG 8
Comments
How to Operate a 70+ Employee Accounting Firm

How to Sell Your Services Better – Louie Vazquez of Vazquez & Family, Inc.

Louie made the leap towards entrepreneurship and started his own firm in January of 2016. Louie's firm primarily works with individuals and small to medium sized business owners nationwide, where he helps business owners and individuals get in control of their finances and taxes. Louie has been able to utilize social media to build his business and is now starting to teach aspiring business owners and entrepreneurs how to build and grow their own business. Louie has 6 years of experience working as an accountant in both the public and private sector. Louie resides in Bellflower, CA, with his wife, Miranda, and his three dogs. In his free time he coaches the JV football team at Valley Christian High School, in Cerritos, CA. Feel free to reach out to me here on LinkedIn or at 714-440-4839.

32 MINAUG 1
Comments
How to Sell Your Services Better – Louie Vazquez of Vazquez & Family, Inc.

Latest Episodes

How To Sell Your Firm In Five Years (or Less!)

Hi! I’m Ryan Lazanis. I’m a CPA by trade but definitely don’t consider myself a normal accountant. I identify more with being an entrepreneur and I love innovative technologies and disruptive business models. What I’m really passionate about is helping to modernize the old, archaic, traditional accounting firm model. After spending many years in public practice at a small CPA firm, I decided to start Xen Accounting in 2013. The firm was one of the first of its kind in Canada. 100% online, totally paperless, fully cloud-based & leveraging the latest technology to automate processes for the firm and its clients. The firm was comprised of a team of geeky CPA’s, bookkeepers and technologists. We looked at what millennials (employees and clients alike) hated from the traditional accounting firm and turned that on its head to offer a new service in the country. After 5 short years, Xen Accounting was acquired by Equiom, an international corporate services firm, thanks in part to the tech-oriented, scalable model that had been created. On a personal level, in those 5 years, I also learned a heck of a lot about starting, crafting and running a modern, automated, online accounting firm that provided customers with an exceptional customer and experience and team members with a modern work environment. Future Firm is an extension of my experience in the world of modern, technology-driven, forward-thinking accounting. With Future Firm, my aim is to help firms think about the future of their firm and to help them adopt a model that’s more geared towards the digital age. Something that’s more automated, more virtual, one that takes into account changing client expectations, is more visible online and caters to the upcoming millennial and Gen Z generations. I also like writing & speaking on the subject of technology & accounting. I’ve been a writer for Techvibes, featured in international publications and have spoken at various events around the world.

26 MIN1 weeks ago
Comments
How To Sell Your Firm In Five Years (or Less!)

The Core Process You Need To Accelerate Your Firm’s Growth

Certified Mastery Profit First Professional guiding entrepreneurs out of debt and into predictable, sustainable profitability so they can create the life they love. I serve entrepreneurs and small business owners to grow their businesses, PROFITABLY. Traditionally accounting and bookkeeping services are transactional - do the books, prepare the taxes, etc. Numbers in, numbers out, and you pay a fee. But what about profit? What if at the end of the day, by working with your profit strategist, you actually fattened your wallet? My firm does just that. We are Certified Mastery Level in the Profit First method, have direct hands-on experience increasing the profits for multiple businesses, and collaborate with other Profit First Specialists throughout the globe. What this means is we have the strategies to make your business more profitable than it has ever been before. And we are ready to do it for you starting now. http://marcam.ca

29 MIN2 weeks ago
Comments
The Core Process You Need To Accelerate Your Firm’s Growth

How To Become A Relentless CPA By Becoming A CEO

Areas of Practice Certified Public Accountant with 17 years tax experience Certified Valuation analyst with 10 years experience inbusiness valuation Serves small businesses and individuals in the areas of taxation, business valuation, financial reporting andsoftware support services Education • Graduated Summa Cum Laude from Clarion University • Received the Elijah Watt Sells certificate in recognition of performance in the CPA exam

39 MIN3 weeks ago
Comments
How To Become A Relentless CPA By Becoming A CEO

Could CashFlowTool Expand Your Advisory Services?

35 MINSEP 12
Comments
Could CashFlowTool Expand Your Advisory Services?

How to Work Smarter and Leaner To Grow Your Firm

I look forward to meeting with clients to help them automate their small business bookkeeping so they we can focus on their financial strength. We review the financial statements to make them easier to understand, and take action steps together to achieve the owner's goals. Some want to grow the business, while others are ready to build an exit strategy. We help with all phases in-between, and with Rochelle's tax expertise we offer the full services that so many businesses need. What could you do with a CFO in your corner?

25 MINSEP 5
Comments
How to Work Smarter and Leaner To Grow Your Firm

The Surprising Truth About Accounting Firm Acquisitions

42 MINAUG 29
Comments
The Surprising Truth About Accounting Firm Acquisitions

How to Get More for Your Services – Michele Riffe of Sherwood Financial

24 MINAUG 22
Comments
How to Get More for Your Services – Michele Riffe of Sherwood Financial

How to Use Social Media To Market Your Firm – Adrian Dayton from Clearview Social

My name is Adrian Dayton. By day I am the Founder and CEO ofClearview Social, an app used by over 100 professional services firms to make it easier to get their team sharing on social. I’m an internationally recognized speaker on social media and business development. I’ve trained over 15,000 professionals on LinkedIn, Twitter and effective blogging strategies. I’d love to help make your next Partner retreat, LinkedIn training, or offsite event a transformative experience.

40 MINAUG 15
Comments
How to Use Social Media To Market Your Firm – Adrian Dayton from Clearview Social

How to Operate a 70+ Employee Accounting Firm

G. Alan Long, CPA, CITP, CGMA, is the managing member of Baldwin. Alan received his accounting degree from Eastern Kentucky University in 1979 and was certified in 1981. His service to the profession includes having been President and Secretary/Treasurer of the Kentucky Society of CPAs, chair of the Education Foundation of the KYCPA, a member of the Peer Review Board and Leadership Council of the AICPA, a member of the Auditing Standards Board of the AICPA, a member of the Compliance Assurance Committee for NASBA, as well as a member of the Kentucky State Board of Accountancy. Alan is an Instructor for Continuing Education Classes for the AICPA. He received the 2005 Distinguished Alumnus Award from the School of Business & Technology at Eastern Kentucky University. Alan and his wife Teresa reside in Richmond, Ky.

23 MINAUG 8
Comments
How to Operate a 70+ Employee Accounting Firm

How to Sell Your Services Better – Louie Vazquez of Vazquez & Family, Inc.

Louie made the leap towards entrepreneurship and started his own firm in January of 2016. Louie's firm primarily works with individuals and small to medium sized business owners nationwide, where he helps business owners and individuals get in control of their finances and taxes. Louie has been able to utilize social media to build his business and is now starting to teach aspiring business owners and entrepreneurs how to build and grow their own business. Louie has 6 years of experience working as an accountant in both the public and private sector. Louie resides in Bellflower, CA, with his wife, Miranda, and his three dogs. In his free time he coaches the JV football team at Valley Christian High School, in Cerritos, CA. Feel free to reach out to me here on LinkedIn or at 714-440-4839.

32 MINAUG 1
Comments
How to Sell Your Services Better – Louie Vazquez of Vazquez & Family, Inc.