Future Firm Accounting Podcast

Soft Skills Matter More Now Than Ever

Tue, 01 Sep 2026 05:00:00 -0400

Technical competence got you this far, but it's not what's going to differentiate your firm going forward. In this episode, I walk through why soft skills, things like emotional intelligence, cultural awareness, and simplifying the complex, matter more than ever in the age of automation, and how to start building them deliberately starting this week. Read the full breakdown of all thirteen soft skills here: https://futurefirm.co/accountant-soft-skills/

Nobody Should Be Irreplaceable

Fri, 28 Aug 2026 23:45:00 -0400

Losing a team member is painful, but what happens next is usually the bigger problem: the scramble to hire, the months of retraining, and sometimes losing that person too. In this episode, I break down why this cycle isn't a sign of bad leadership, and share three practical ways to build redundancy into your team before you need it, so the next departure doesn't take your momentum with it.

5 Steps to $1M (Most Accounting Firm Owners Overcomplicate This)

Wed, 26 Aug 2026 05:00:00 -0400

What if hitting seven figures didn't require a bloated team or hundreds of clients? I walk through five steps that could get you there.

Being Top of Mind

Fri, 21 Aug 2026 06:00:00 -0400

Long before accounting, I lived in a completely different world, and it taught me one lever that's driven more new work than anything since.

Plan Before Do

Wed, 19 Aug 2026 06:00:00 -0400

Gut feel has been one of your most trusted tools as an owner, but it's not something you should lean on every time. Here's why that matters.

The Awkward Conversation With an Easy Fix

Mon, 17 Aug 2026 06:00:00 -0400

Some client problems feel like they need a hard conversation. One firm owner proved otherwise, and I break down exactly how she did it.

The Four Things Actually Capping Your Growth (Not Lack of Clients)

Fri, 14 Aug 2026 06:00:00 -0400

What if adding more clients isn't the answer to feeling maxed out? I break down four things that quietly tend to cap a firm's growth.

A Marketing Tactic To Help Prove Your Expertise

Wed, 12 Aug 2026 06:00:00 -0400

There's a marketing tool many firm owners skip because they're too busy listing services. Turns out it might be the most persuasive thing you're not doing.

Avoid These Discovery Call Mistakes

Mon, 10 Aug 2026 06:00:00 -0400

The discovery call is where margins get set and clients get qualified — and some common patterns tend to undermine both more than people realize.

Your Good Clients Aren't Going Anywhere

Fri, 07 Aug 2026 06:00:00 -0400

Worried AI is going to take your clients? It might be worth asking which ones — and being honest about what that answer actually looks like.

Stop Trying to Please Everyone (It Won't Work Anyway)

Wed, 05 Aug 2026 05:00:00 -0400

Accommodating every type of client might sound like good business — but it's nearly impossible to pull off and could be hurting your growth.

The MrBeast Method for Firm Owners

Mon, 03 Aug 2026 06:00:00 -0400

What does MrBeast's early growth habit have to do with running an accounting firm? More than you might expect — and it's simpler than it sounds.

Zoom Out

Fri, 31 Jul 2026 06:00:00 -0400

When a firm owner has all the right pieces in place and is still struggling badly, the real problem is rarely where you'd expect to find it.

Two Paths, One AI Problem

Wed, 29 Jul 2026 06:00:00 -0400

AI is splitting firms onto two very different paths right now, and the outcome really isn't the same for both of them, not even close.

Direction, Not Effort (Why Your Tactics Aren't Working)

Mon, 27 Jul 2026 06:00:00 -0400

When things feel stuck, the instinct is almost always to reach for a new tool or process. I think that's the wrong move to make first.

Your Website Is Repelling Good Clients

Fri, 24 Jul 2026 06:00:00 -0400

Prices on your website, or not? I don't think it's a simple yes or no, and the wrong answer might be repelling good clients.

My Biggest Trial and Errors as a Firm Owner

Wed, 22 Jul 2026 06:00:00 -0400

There's a version of my first firm's story that looks clean from the outside, almost like a straight line to exit. It really wasn't.

Nervous About Offshoring? Don't Be.

Mon, 20 Jul 2026 06:00:00 -0400

A lot of firm owners think offshoring is primarily about cutting costs. I think that's the wrong lens entirely, and it might cost you.

Inside Ignition's 2026 Accounting Pricing Benchmark Report

Fri, 17 Jul 2026 06:00:00 -0400

This year's pricing benchmark report is out, and there's a gap in it I think matters more than the numbers themselves. I share what I found in this episode.

For more, join me and Dawn Brolin live on July 23rd: https://www.ignitionapp.com/webinars/are-you-charging-what-youre-worth

Future-Proofing Yourself and Your Team

Wed, 15 Jul 2026 06:00:00 -0400

AI can already do a lot of what accountants get paid for. So what actually makes someone hard to replace in a firm like yours?

Start With Why

Mon, 13 Jul 2026 06:21:00 -0400

Ever wonder why some firm owners seem to have it so much easier than everyone else? I've got a theory, and it's not quite what you'd guess.

From Cloud Accounting to AI Agents, This Problem Hasn't Moved

Fri, 10 Jul 2026 06:00:00 -0400

AI and automation have taken over every conversation in accounting — but the core business model problems holding firms back haven't moved.

When Saving Money Costs You More

Wed, 08 Jul 2026 06:00:00 -0400

Sometimes the most expensive decision you can make is the one that looks like a saving — and here's how to tell the difference before you act.

My Review of a Real Firm's Packages

Mon, 06 Jul 2026 06:00:00 -0400

Reviewing a real firm's packages is often more useful than any abstract lesson — here's what this one gets right and what I'd change about it.

Who Not How: The Mindset Shift That Changes Everything

Fri, 03 Jul 2026 06:51:28 -0400

The most useful shift in how you run your firm might not be about how to solve operational problems — it's about who should solve them instead.

More Process Isn't Always the Answer

Wed, 01 Jul 2026 06:00:00 -0400

Could your own systems be holding your team back? One coaching client's "processes on processes" might sound more familiar than expected.

The Shiny Object of 2026 (So Far)

Mon, 29 Jun 2026 06:00:00 -0400

AI has been the dominant tech conversation for years — and the version that's already here in 2026 could be the most convincing distraction yet.

Fast and Broken Is Still Broken

Fri, 26 Jun 2026 06:00:00 -0400

Automating a broken process doesn't fix it — it makes it faster to stay ineffective. Here's the question that should come before anything else.

The Pricing Tactics I Actually Use in My Old Firm

Wed, 24 Jun 2026 06:00:00 -0400

When I work with firm owners, pricing is almost always the first thing we dig into — and what I teach came directly from running my old firm.

Go Senior Early. Here's Why.

Mon, 22 Jun 2026 06:00:00 -0400

The hire that makes you uncomfortable might be the one that finally gets you out of the bottleneck. Here's the case for going senior early.

Your New Boss Is an AI

Fri, 19 Jun 2026 06:00:00 -0400

The gig economy just got flipped — AI is now the employer. Here's what that means for accounting firms and the work worth building around.

What My 5-Year-Old Taught Me About Running a Firm

Wed, 17 Jun 2026 06:00:00 -0400

My five-year-old asked me to explain what I do — and trying to answer reminded me of something many firm owners have quietly lost sight of.

Mind Control (The Real Thing Holding Your Firm Back)

Mon, 15 Jun 2026 06:00:00 -0400

Fixing your prices or systems won't help much if the thinking underneath them hasn't changed. Here's what actually needs to shift first here.

The Next Phase of AI in Accounting is Here

Fri, 12 Jun 2026 06:00:00 -0400

AI tools of today are viewed as something to help you think faster. The next phase is AI that actually does things for you — and it's already here for firm owners to explore.

Your Clients Don't Care About You

Wed, 10 Jun 2026 05:00:00 -0400

Are you selling your process or selling the outcome? The difference could be affecting the clients you attract and what you're able to charge.

Episode 300: There's a Window After Busy Season (Most Firms Miss It)

Mon, 08 Jun 2026 05:00:00 -0400

June is one of the most important months for accounting firms — and one of the most wasted. Here's how to actually make the most of it.

The Document That Changed How My Team Operates

Wed, 03 Jun 2026 23:30:00 -0400

Episode resources: https://docs.google.com/document/d/1L3v1Xg0qiBhDQKroi5Qf73hWUvG4yOA0RQvbxOBizc0/edit?usp=sharing — Many firm owners say they want to delegate, but haven't defined what ownership actually looks like for each person on their team. I share the exact framework we used at Future Firm — including why I needed it applied to myself first — and how it could help reduce the constant escalations you might be dealing with right now.

Why Your Firm Feels Directionless (And How to Fix It)

Sun, 31 May 2026 23:30:00 -0400

If your team keeps coming to you for direction on things that should be obvious, vision might be what's actually missing. Here's why it matters.

What Your Price Says About Your Firm

Wed, 27 May 2026 23:30:00 -0400

Pricing isn't just a number—it's a signal. Here's what your price might be telling prospects about your firm before the conversation even starts.

Don’t Get More Leads in Your Accounting Firm Until You Fix This

Sun, 24 May 2026 23:30:00 -0400

Pouring more leads into a leaky funnel just makes things worse. Here's what to fix first before bolstering your marketing activities.

The Senior Accounting Hire You Can Actually Afford

Wed, 20 May 2026 23:30:00 -0400

Stuck, overworked, and can't afford the hire that would fix it? There might be a path forward that doesn't require perfect margins first.

Why Most Firm Owners Quit Marketing Too Early

Sun, 17 May 2026 23:30:00 -0400

Digital marketing is harder than ever in 2026—but that doesn't mean it's not worth it. Here's what winning at it actually tends to require.

Free Up Time in Your Firm by Stopping These 4 Things

Wed, 13 May 2026 23:30:00 -0400

There are four things quietly eating your time as a firm owner. Getting out of them could change how fast—and how freely—your firm grows.

“You're Too Expensive" and What It Actually Means

Tue, 12 May 2026 08:03:37 -0400

Price objections can feel personal, but they often point to something fixable. Here's what might actually be going on in those conversations.

The Real Cost of Being a Control Freak

Wed, 06 May 2026 23:30:00 -0400

A lot of firm owners are unknowingly the biggest bottleneck in their own business. Here's what that tends to look like—and what to do about it.

How I Learned to Sell as an Introvert (And Why You Can Too)

Sun, 03 May 2026 23:30:00 -0400

Many introverted firm owners assume sales just isn't for them. This episode—and the Profitable Packages Workshop—might change that: futurefirm.co

What AI Agents Can Actually Do for Your Firm

Wed, 29 Apr 2026 23:30:00 -0400

AI agents could meaningfully change what your firm is capable of. Learn more here: https://futurefirm.co/ai-agents-in-accounting/

Two Simple Fixes That Will Immediately Improve Your Sales Process

Sun, 26 Apr 2026 23:30:00 -0400

The first thing a prospect sees from your firm could shape whether they stick around. Here's how to make it work in your favor.

The Blind Spot Every Firm Owner Has (And How to Fix It)

Wed, 22 Apr 2026 23:30:00 -0400

The higher you get in your firm, the less honest feedback you tend to get. That gap can be costly — and it's more fixable than you might think.

Why Fully Cloud Firms Work Less and Earn More, At Least Based on This Poll

Sun, 19 Apr 2026 23:30:00 -0400

A poll of 150 firm owners revealed a clear gap between fully cloud, partially cloud, and not cloud firms — in hours worked and profit margins.

Stop Pricing From a Spreadsheet (Do This Instead)

Wed, 15 Apr 2026 23:30:00 -0400

A pricing formula can tell you what a service costs to deliver. What it can't tell you is what a client is actually willing to pay.

The Fine Line Between Clever Marketing and Flat-Out Trickery

Sun, 12 Apr 2026 23:30:00 -0400

Bold marketing can work — but not all of it earns attention the right way. There's a version of standing out that could actually be costing you trust.

How to Find a New Team Member Fast (When You Need One Yesterday)

Wed, 08 Apr 2026 23:30:00 -0400

Speed and quality don't have to be mutually exclusive when hiring. The right approach can make a real difference in how this plays out.

The One Thing Missing From Your Firm's Marketing

Sun, 05 Apr 2026 23:30:00 -0400

Your marketing might be accurate — but is it effective? Many firm owners are stuck at level one without knowing it.

What's a Good Profit Margin for Your Firm? (The Honest Answer)

Wed, 01 Apr 2026 23:30:00 -0400

A 40% profit margin might look great on paper. But depending on what it's costing you to generate it, the reality could be very different.

The Tax Advisor Who Made Me Use ChatGPT Instead

Sun, 29 Mar 2026 23:30:00 -0400

What happens when a client finds AI more helpful than the advisor they're paying? I recently found out firsthand — and it wasn't a good sign.

How Being Yourself Beats Any Marketing Strategy (With Real Examples)

Wed, 25 Mar 2026 23:30:00 -0400

Does your marketing actually sound like you — or could it have been written by anyone? It might be worth taking an honest look.

How I Moved My Team From AI Optional to AI Required

Sun, 22 Mar 2026 23:30:00 -0400

Have you had an honest conversation with your team about AI yet? It might be more overdue than you think.

Add This One Feature to Every Package in Your Firm

Wed, 18 Mar 2026 23:30:00 -0400

Your firm already does something clients would pay more for. They just don't know it yet.

How to Stop Being the Bottleneck in Your Accounting Firm

Sun, 15 Mar 2026 23:30:00 -0400

Feeling stuck as the bottleneck in your firm? There are usually three things behind it, and all of them are fixable.

The 2 AI Apps Every Firm Should Be Using Daily

Wed, 11 Mar 2026 23:30:00 -0400

There are still firms that haven't touched AI. If that's you, these two tools are a simple way to get going.

The Fear of Raising Prices Is Real (Here’s How To Do It)

Sun, 08 Mar 2026 23:30:00 -0400

Charging more is something a lot of firm owners avoid. But there's a way to approach it that makes the conversation easier than you'd expect.

Simple Marketing Wins for When Revenue Feels Tight

Wed, 04 Mar 2026 23:30:00 -0400

When revenue gets tight, going on offense with some simple marketing tends to beat pulling back. You might not have tried these tactics yet.

How I Chose Software at My Firm (Without Losing My Mind)

Sun, 01 Mar 2026 23:30:00 -0400

Every software tool looks great in a demo. There's a simple way to narrow down what really matters before you start shopping, and it could save you a lot of time.

Grow Your Accounting Firm? 4 Reasons It’s Worth It

Wed, 25 Feb 2026 23:30:00 -0400

Not every firm owner wants to grow. But if you've been on the fence about it, this one might help you think it through.

Stop Discounting Your Services

Sun, 22 Feb 2026 23:30:00 -0400

Discounting feels like a smart way to grow. But there's a cost that many firm owners don't see until it's too late.

Sometimes Business Isn't About ROI

Wed, 18 Feb 2026 23:30:00 -0400

You can't optimize everything all the time. Here's why leaving room for joy might be what your firm actually needs.

Why the Billable Hour Might Make a Comeback

Sun, 15 Feb 2026 23:30:00 -0400

I've argued against the billable hour for years. But AI might be changing the math on what clients actually value most.

Tolerating Poor Performance Is Hurting Everyone

Wed, 11 Feb 2026 23:30:00 -0400

What's really happening when you delay addressing performance issues on your team? The answer isn't just about one person.

Turn Your Tax Organizers Into a Marketing Tool

Sun, 08 Feb 2026 23:30:00 -0400

Busy season doesn't have to mean putting growth on hold. Here's how to generate business using forms you're already sending out.

The Secret to Job Postings That Actually Attract A-Players

Wed, 04 Feb 2026 23:30:00 -0400

Job postings that only list tasks tend to attract mediocre candidates. A-players are usually looking for something more.

Why Nobody Wants Your Changes (And What to Do About It)

Sun, 01 Feb 2026 23:30:00 -0400

Getting pushback when you try to implement something new? One shift in how you communicate could change everything.

Unicorns Aren't Real (So Stop Looking for One)

Wed, 28 Jan 2026 23:30:00 -0400

Can't find the right hire? You might be asking one person to do too much. Here's a better approach.

Lean Into Your Strengths (And Let Go of Everything Else)

Sun, 25 Jan 2026 23:30:00 -0400

What happens when something in your business isn't working? I made a hard call last year—here's what it taught me.

How to Make Your Team More Accountable

Wed, 21 Jan 2026 23:30:00 -0400

Accountability starts with clarity. Three components that get you 80% there without the heavy documentation lift.

You're Probably Stressing About the Wrong Things

Sun, 18 Jan 2026 23:30:00 -0400

A lot of firm owners stress over things that don't matter long-term. These mindset shifts help you zoom out and breathe.

How I Stopped Employee Churn by Hiring Differently

Wed, 14 Jan 2026 23:30:00 -0400

Skills can be taught. Attitudes can't. Here's how hiring for the right attitudes dropped my churn dramatically.

Why Successful Firm Owners Say No to Almost Everything

Sun, 11 Jan 2026 23:30:00 -0400

Every new AI tool feels urgent. FOMO makes you reactive. Here's the framework to stay focused and build something real.

Building a Quality Offshore Team That Actually Works

Wed, 07 Jan 2026 23:30:00 -0400

Offshoring isn't just about cutting costs. Here are five tips for building a quality offshore team that actually delivers.

The F.I.R.M. Delegation System - How I Learned to Let Go (The Hard Way)

Sun, 04 Jan 2026 23:30:00 -0400

Everything I thought only I could do, someone else handled in eight months. Here's the delegation system that freed me completely.

Stop Tracking Everything, Focus on These Two Numbers Instead

Fri, 02 Jan 2026 23:30:00 -0400

I built two profitable businesses by ignoring most metrics everyone else tracks. Here's what I focused on instead.

My 2025 Year in Review: What Worked, What Didn't, and What I Learned

Sun, 28 Dec 2025 23:30:00 -0400

Best revenue year yet, but hardest year of my life. Here's my honest look back at 2025 and what I learned.

Why My Future Firm Team Is Mostly Based in the Philippines

Fri, 26 Dec 2025 23:30:00 -0400

Most of my team is in the Philippines—one of the best decisions I've made. Here's why it works and how to do it right.

How to Plan for 2026 Without Overcomplicating It

Sun, 21 Dec 2025 23:30:00 -0400

Many firm owners work more but aren't happier. This planning exercise helps you figure out what you want from 2026—and how to get it.

The Role Clarity Framework That Eliminates Constant Questions

Wed, 17 Dec 2025 23:30:00 -0400

Why does your team come to you for every decision? It's not a people problem—it's a clarity problem. Here's how to solve it.

Why Some Things That Matter Most Don't Scale

Sun, 14 Dec 2025 23:30:00 -0400

Not everything in business should scale. I share what happened when my former junior kept a tradition I started—and what it taught me about legacy.

How to Grow Your Firm Over the Holidays (By Doing Less)

Wed, 10 Dec 2025 23:30:00 -0400

Disconnecting during the holidays makes your firm stronger, not weaker. Discover five ways on how you can help yourself and your team by doing less.

Mid-6-Figure Bottleneck: When to Hire Your First Senior Resource

Sun, 07 Dec 2025 23:30:00 -0400

There's a fork in the road every mid-6-figure firm faces. One path leads to growth, the other keeps you grinding for years.

Why You Need to Ignore What Other Firm Owners Are Doing

Wed, 03 Dec 2025 23:30:00 -0400

One invisible habit is quietly destroying your confidence as a firm owner. Learn how to protect your progress and stay focused on what actually matters.

What AI Will Never Be Able to Do (And Why That's Your Advantage)

Sun, 30 Nov 2025 23:30:00 -0400

A 14-second silence during a coaching call revealed something unexpected about the future of accounting. Here's what happened next.

6 Ways to Remove Yourself from Client Relationships

Wed, 26 Nov 2025 23:30:00 -0400

The busiest firm owners are stuck to their clients. Discover six strategies to break free and build a firm that runs without you.

The Simple Practice That Prevents Burnout in Accounting Firms

Sun, 23 Nov 2025 23:30:00 -0400

Burnout doesn’t always come from workload—it often comes from what you don’t do. Discover a simple practice that helps firm owners stay energized.

The Hidden Cost of Underpaying Your Team Members

Wed, 19 Nov 2025 23:30:00 -0400

Budget wins can become talent losses. Learn a smarter way to view compensation that stabilizes your team over time.

The Two High-Leverage Tasks That'll Actually Beat Busy Season

Sun, 16 Nov 2025 23:30:00 -0400

The path out of busy season chaos is short and direct. Two choices can reshape your calendar and your cash flow.

How to Stand Out in the Age of AI Content

Wed, 12 Nov 2025 23:30:00 -0400

AI gets you to “good enough.” The edge that earns trust comes from something you might have overlooked.

The $54 Tax Return Sign That Haunts Me

Sun, 09 Nov 2025 23:30:00 -0400

I used to walk past a storefront screaming “$54 tax returns.” Here’s why that price hurts profits—and who it attracts.

How I Fixed My Broken Hiring Process

Wed, 05 Nov 2025 23:30:00 -0400

My hiring was broken—and painful. Here’s the mindset shift that turned our job post into a magnet for A-players—no recruiters required.

Revenue Per Employee - What's Actually Good?

Sun, 02 Nov 2025 23:30:00 -0400

Same revenue, different life: EHR tells the truth. See why RPE needs context—and what to fix first.

Same Work, 2.67x The Price

Wed, 29 Oct 2025 23:30:00 -0400

Want to charge more without doing more? This episode breaks down how better packaging and framing can transform your firm’s pricing.

App Overload? Start Here.

Sun, 26 Oct 2025 23:30:00 -0400

Too many tools, too little progress. Find out which three app types deliver real results for modern accounting firms.

How One CPA Became the Best Husband Ever (And Built a Company)

Wed, 22 Oct 2025 23:30:00 -0400

A CPA turned missed tax payments into an automated system—and a startup. Learn how client-first innovation and AI can transform your firm.

Why Clients Ghost You (And What To Do About It)

Sun, 19 Oct 2025 23:30:00 -0400

Still chasing clients for info? Discover why it happens and how to simplify your process so clients respond faster and happier.

Are You Falling Behind? The Real Problem Most Firm Owners Miss

Wed, 15 Oct 2025 11:45:00 -0400

Think your workflow’s the problem? It’s not. This episode exposes the three hidden leaks draining your firm’s time, profit, and sanity.

The Million-Dollar Mistake Most Firm Owners Make

Sun, 12 Oct 2025 23:30:00 -0400

Your conversion rate might look great—but it could be killing your profits. This episode reveals the million-dollar mistake many firms make.

The Truth About Burnout Recovery (What 85% of Firm Owners Got Wrong)

Wed, 08 Oct 2025 23:30:00 -0400

Most firm owners think they know the cure for burnout—but the data tells a very different story. Find out what actually works.

It's All Your Fault - Taking Ultimate Accountability in Your Firm

Sun, 05 Oct 2025 23:30:00 -0400

What if every problem in your firm traced back to you? Accountability is the key to stronger leadership and lasting growth.

Stop Chasing Shiny Objects and Focus on What Actually Matters

Wed, 01 Oct 2025 23:45:00 -0400

Our industry is addicted to shiny new things. But it’s the overlooked fundamentals that actually drive lasting success.

The Infomercial Formula: 4 Sales Secrets Every Firm Owner Should Know

Sun, 28 Sep 2025 23:30:00 -0400

Infomercials may be cheesy, but their formula sells. Here’s how to use the same psychology in your firm’s sales.

The 2025 Pricing Benchmark Report: What Your Peers Are Really Charging

Wed, 24 Sep 2025 23:45:00 -0400

Check out my pricing insights from the 2025 Benchmark Report I co-created with Ignition → https://www.ignitionapp.com/us/2025-accounting-tax-pricing-benchmark

I'll Pay You 10x More for These 3 Reasons

Sun, 21 Sep 2025 23:30:00 -0400

Discover what’s possible when your positioning and sales process click. Learn why some firms charge more—and still win.

The Bar For Your Firm Is SO Low (And How to Raise It)

Wed, 17 Sep 2025 23:30:00 -0400

Clients just want help when they need it. So why do so many firms fall short? The reason is simple—yet too often ignored.

How One Firm Owner 2x’d His Revenue in 5 Months (And Built A Firm That Could Run Without Him)

Mon, 15 Sep 2025 11:30:00 -0400

From completely overwhelmed to 2x revenue in 5 months. Learn how one CPA built a firm that could run without him when life happened.

Welcome to the Introverted Club

Wed, 10 Sep 2025 23:30:00 -0400

Many firm owners are introverts—and that’s a strength. Learn how introversion can power growth and success in your accounting firm.

The Worst Day of My Career (And Why I'm Grateful For It)

Mon, 08 Sep 2025 00:36:35 -0400

I’m sharing a story I’ve never told before—my most humiliating career moment. Painful then, but it became the turning point for everything.

How Your Clients Are Shopping for You

Wed, 03 Sep 2025 23:30:00 -0400

Learn how clients are choosing you. Understand their comparisons with other accounting firms and what drives their decisions.

The Big Mistake That Took Me 2 Years to Realize

Wed, 27 Aug 2025 23:30:00 -0400

I made a big business mistake and only realized it two years later. Here’s what happened—and how you can avoid doing the same.

What Most Firm Owners Suck At (Including Me)

Wed, 20 Aug 2025 23:45:00 -0400

Most firm owners struggle with delegation. I did too. My 4-step FIRM Delegation System will help you delegate better and grow faster.

Why AI Will Make Your Life Harder

Wed, 13 Aug 2025 23:45:00 -0400

Many firm owners see AI as the answer to every problem. Here’s why, despite the hype, it may be making our work harder, not easier.

How to Avoid Hitting a Wall in Your Firm

Wed, 06 Aug 2025 23:45:00 -0400

We all hit walls in business. Check out my story on how I was able to overcome it and what you can do to avoid hitting the wall.

Your Quest for Perfect Processes is Ruining You

Wed, 30 Jul 2025 23:45:00 -0400

Trying to perfect your firm’s processes? It might be holding you back. Here’s what to watch out for and what to do instead.

Welcome to Burnout-Ville

Wed, 23 Jul 2025 23:45:00 -0400

Too many firm owners are feeling burned out. Let’s explore why this happens and how to maintain balance while growing your firm.

How to Turn Your Angriest Customer Into Your Biggest Fan

Thu, 17 Jul 2025 00:39:00 -0400

Your clients can be upset or disappointed. Learn 3 strategies to rebuild trust, resolve issues, and turn dissatisfaction into satisfaction.

The One Metric To Optimize In Your Firm

Thu, 10 Jul 2025 00:45:00 -0400

Firm owners track tons of metrics—but one matters more than all the rest. Find out the key stat every firm owner should focus on.

AI and Your Firm: How Should We Be Thinking About Its Impact?

Fri, 04 Jul 2025 04:32:44 -0400

AI is moving fast, and many fear the future. Here’s my take on what might actually change in your firm as adoption and maturity grow.

What The Top 50 Modern Firms Do Differently (Part 2)

Wed, 25 Jun 2025 23:45:00 -0400

This is part two of our podcast on the Top 50 Modern Firms—digging into what sets them apart and what you can take away for your own firm.

What The Top 50 Modern Firms Do Differently (Part 1)

Wed, 18 Jun 2025 23:30:00 -0400

We recently finished working on a major resource: the Top 50 Modern Firms. Find out how we selected them (No, it’s not just about revenue).

Good Boss, Bad Leader

Thu, 12 Jun 2025 00:32:41 -0400

Discover the key difference between managing and truly leading a team — and why being a good boss doesn’t always mean you’re a great leader.

A Good Team Might Be The Most Important Thing Of All

Thu, 05 Jun 2025 00:46:43 -0400

Stepping away from your business isn’t easy. Discover why having the right team in place makes all the difference.

Should Your Firm Still Invest in SEO?

Thu, 29 May 2025 00:43:15 -0400

SEO helped me grow two 7-figure businesses. With AI changing how people search, here’s my take on whether it still works today.

Authenticity: The Key to Successful Content Marketing

Thu, 22 May 2025 14:28:51 -0400

In today’s AI-heavy world, authenticity is the new currency in content marketing. Discover how being real builds trust and audience.

The Critical Feature of a Systematized Firm: Predictability

Thu, 15 May 2025 00:50:41 -0400

Predictability is key if you want to systematize your firm. Here are a few practical tips I used back when I was running mine.

Avoid Saying These 4 Things to Potential Clients

Thu, 08 May 2025 00:35:05 -0400

I’ve seen many firms use selling points that not only fall flat—but can actually push potential clients away. Here’s what to avoid.

My Top 4 AI Apps Right Now

Thu, 01 May 2025 00:43:45 -0400

I use AI for problem solving and replicating my expertise so my members could pick my brain 24/7. Here are my 4 favorite AI apps right now.

Only 2 Things Solve Being Super Busy

Wed, 23 Apr 2025 23:36:29 -0400

More tech won’t fix your capacity crunch if you’re maxed out. This episode breaks down a smarter way to tackle overcapacity head-on.

Finding Clients in Online Communities (Easy & Cheap)

Thu, 17 Apr 2025 00:19:55 -0400

Virtual networking can boost your firm’s visibility if done right. Here’s how to make it work without spending a fortune or too much time.

Episode 200: You're The Boss

Thu, 10 Apr 2025 00:36:49 -0400

In episode 200 I review a major theme of importance for those running firms: you are the boss and you are the one in control of your own destiny.

The Client Overview Template: The Key to Smooth Knowledge Transfers

Thu, 03 Apr 2025 01:05:25 -0400

Avoid missed work and unhappy clients with a client overview template. Discover how this can help you systematize your firm.

What To Include in Your 3-Tiered Packages

Thu, 27 Mar 2025 00:36:34 -0400

My favorite way to standardize services and make scaling easier is 3-tiered pricing. Here's what to include in each tier.

Your Firm's Biggest Priority (Is Not What You Think)

Thu, 20 Mar 2025 00:30:48 -0400

At a recent accounting conference, the loudest cheers were for a small software update. In this episode, I explain why that might be a problem.

Job Descriptions: The Key to More Autonomy in Your Firm

Thu, 13 Mar 2025 00:25:21 -0400

Find out how clear job descriptions build accountability, make delegation easier, and free up your time to focus on scaling your firm.

Referral Programs for Accounting Firms

Wed, 05 Mar 2025 23:48:15 -0400

Most firms take a passive approach to referrals, but a proactive strategy can bring in high-quality clients — if done the right way.

If The System Was Magic, What Would It Do?

Wed, 26 Feb 2025 23:30:39 -0400

There's always room to improve your client experience. In this episode, I share how this question by Jeff Bezos can help your firm.

Content Marketing for Your Accounting Firm: Should You?

Wed, 19 Feb 2025 23:43:13 -0400

Are you considering content marketing to help get more clients for your firm? Hear about my experiences and insights to help you decide.

I've Cloned Myself...

Wed, 12 Feb 2025 23:42:17 -0400

Click here to get more details about RyanBot: https://docs.google.com/document/d/1i_GfdO78_PHBqBdY8G5LljvIat2NPMrA1kQP6mjQG04/edit?usp=sharing

Why is PE Interested in Buying Your Firm?

Wed, 05 Feb 2025 23:43:06 -0400

Private equity is targeting the accounting industry. In this episode, I dive into the reasons why and what it means for your firm.

How to Handle an Upset Client

Wed, 29 Jan 2025 23:41:07 -0400

Every firm will have unhappy clients. Discover quick and effective ways to turn situations around and keep clients happy.

What My Team Looked Like (From Scratch to Sale)

Wed, 22 Jan 2025 23:47:17 -0400

Discover how I built my Xen Accounting team — who I hired first, why I chose them, and how my team evolved before I sold my firm.

5 Steps to Delegate More at Your Firm

Wed, 15 Jan 2025 23:40:23 -0400

Learn how to delegate the right way so you can hand off tasks you don’t enjoy, free up your time, and focus on what matters most.

My Thoughts on the Bench Meltdown

Wed, 08 Jan 2025 23:41:43 -0400

Bench, a leading bookkeeping firm, abruptly shut down recently. Here are my insights on this news and what this means for your business.

If At First You Don't Succeed, Try, Try Again

Wed, 01 Jan 2025 23:33:44 -0400

To succeed in business, you’ll need strong sales, marketing, and more. However, there's one quality that could make all the difference.

The Hardest Firm Owner Trait to Master

Thu, 26 Dec 2024 09:33:44 -0400

What trait sets successful firm owners apart? In this episode, I share the key quality for achieving your ideal work-life balance.

How To Work With A Virtual Assistant

Wed, 18 Dec 2024 23:41:21 -0400

Offshoring virtual assistants came with challenges. Learn how I tackled them and found success, even with no prior experience!

Increasing Your Prices Without Changing Service Levels.

Wed, 11 Dec 2024 23:43:17 -0400

Many firm owners struggle with raising prices for underpaying clients. Discover the challenges involved and how to overcome them.

Burnout.

Wed, 04 Dec 2024 23:46:01 -0400

Burnout is a common challenge for firm owners. Discover my insights on burnout, plus practical tips to prevent and overcome it.

4 Easy Tax Season Marketing Tactics

Wed, 27 Nov 2024 23:42:55 -0400

Make tax season marketing manageable with these 4 easy tactics. Keep your campaigns effective without overloading your schedule.

How to Streamline Document Collection This Tax Season

Wed, 20 Nov 2024 23:31:40 -0400

Many firms struggle with document collection during tax season. In this episode, I share why it's an issue and how I recommend handling it.

Your First Step To No Overtime This Tax Season

Wed, 13 Nov 2024 23:36:42 -0400

Tax season often leads to overtime, but it doesn’t have to. Start with these simple strategies to enjoy a smoother tax season this year.

The Best 3-Tiered Packages Do These 8 Things

Wed, 06 Nov 2024 23:45:22 -0400

I'm a big believer in 3-tiered pricing. Here’s what makes the best packages stand out and why they can help you close more deals.

How to Delegate Advisory Work to Your Team

Thu, 31 Oct 2024 00:45:29 -0400

Are you struggling to add advisory services without taking on all the work yourself? Learn how to delegate and make advisory work scalable.

My 8 Best Tip to Reduce Stress in Your Firm

Thu, 24 Oct 2024 00:45:01 -0400

Running a firm can be stressful. Discover the top 8 stress-reducing tips that I used when I ran my firm and now in my current business.

How to Turn Advisory Work Into a Recurring Service

Thu, 17 Oct 2024 00:37:55 -0400

Advisory services give clients peace-of-mind, but they're often delivered ad hoc. Here's how to offer advisory services on a recurring basis.

Never Ignore This Critical Skill as a Firm Owner

Thu, 10 Oct 2024 00:44:14 -0400

There's one skill they don't teach you in school that can have a huge impact on your business. Find out how to harness it in this episode.

6 Reasons Why Buyers Were Interested In My Firm

Thu, 03 Oct 2024 00:45:52 -0400

I sold my firm 5 years after starting it. Discover the 6 reasons why buyers were interested, and get tips that could help you sell your firm.

The 3 Non-Negotiable Team Member Traits

Thu, 26 Sep 2024 00:45:07 -0400

Employee turnover is often caused by hiring people with the wrong traits. Discover the 3 traits I require in every team member we hire.

You Only Need These 4 Things to Have a Great Firm

Thu, 19 Sep 2024 00:45:31 -0400

Running a firm can be complex. But many firm owners overcomplicate it. Discover the only 4 things you truly need to have a great firm.

10 Ways We're Getting Serious With Cybersecurity

Thu, 12 Sep 2024 00:44:59 -0400

Don't take cybersecurity for granted. Learn 10 steps we're using to protect ourselves and how they can help safeguard your business too.

My Firm's Best Marketing Wins

Thu, 05 Sep 2024 00:45:06 -0400

Discover the 4 biggest marketing wins that generated leads and new business for my firm, so you can apply the lessons to your own business.

My Firm's Worst Marketing Fails (And Lessons Learned)

Thu, 29 Aug 2024 00:45:15 -0400

Learn from my marketing missteps at Xen Accounting. In this episode, I share my biggest failures to help you save time, money, and effort.

Should Your Firm Niche

Thu, 22 Aug 2024 00:40:35 -0400

Niching is a powerful tool to cut through the noise. But should your firm do it? And if so, how? Listen to this episode to find out.

The 5 Biggest Factors Impacting Your Firm's Valuation [In Order]

Thu, 15 Aug 2024 00:45:06 -0400

Do you know what actually impacts your firm’s value? Discover the 5 key factors buyers consider when determining your firm's worth.

7 Big Misconceptions Firms Have About Overseas Offshoring

Thu, 08 Aug 2024 00:45:08 -0400

I’ve built remote teams for over a decade. If you want to hire offshore team members, make sure you avoid these 7 big misconceptions.

The Pricing Trick to Avoid Price Disagreements

Thu, 01 Aug 2024 00:50:31 -0400

Fire Bad Clients to Quickly Add Capacity

Thu, 25 Jul 2024 00:45:06 -0400

Discover a step-by-step process to rank your clients and eliminate your worst ones, so you can cut workload and boost profitability.

4 Steps to More Partnerships

Thu, 18 Jul 2024 00:45:01 -0400

Leveraging partnerships can grow your business fast if done right. Follow these steps to improve your chances of landing more partnerships.

Your Clients Don't Care About What You Do

Thu, 11 Jul 2024 00:45:05 -0400

Your clients aren't interested in your processes or tasks. Discover what they truly want and how you can better satisfy their needs.

Process Improvement is Not a Top Priority

Thu, 04 Jul 2024 00:45:15 -0400

If your goal is to systematize your firm, improving processes shouldn't be your top priority. Find out why in this episode.

Reminder

Thu, 27 Jun 2024 00:45:18 -0400

In business, we often lose sight of what’s truly important. This episode serves as a reminder to re-center and focus on what matters most.

The Partner Email Swap Marketing Tactic

Tue, 25 Jun 2024 21:11:59 -0400

Effective marketing doesn’t always have to be complex. Discover a simple yet effective strategy overlooked by most firms.

Is In-Person Better Than Remote

Thu, 13 Jun 2024 00:45:07 -0400

I'm a strong advocate of remote work but in-person shouldn't be overlooked. Find out the benefits and drawbacks of each approach.

New Service Idea Time-Saving Accounting Audit

Thu, 06 Jun 2024 00:45:45 -0400

Most firms struggle to show how they can save clients time. In this episode, I'll share how to market & sell this benefit effectively.

Pricing High Can Make You Busier

Thu, 30 May 2024 00:45:15 -0400

Discover the drawbacks of pricing high. Learn to balance profitability with manageable work hours and scale your services effectively.

Making Cybersecurity a Priority in 2024

Thu, 23 May 2024 00:48:18 -0400

Implementing cybersecurity measures to safeguard your firm should be a priority. Discover in this episode why it's very important.

The Marketing Tactic You Should Be Using (But Aren't)

Thu, 16 May 2024 01:26:48 -0400

To market to existing clients, you can use various strategies like newsletters, guides, etc. Learn which tactic is better than them all.

Do You Even Need Any Marketing

Thu, 09 May 2024 04:05:18 -0400

Marketing is the practice that most firms use to attract new clients. But, do you really need it? Find out in this episode.

Perfection Doesn't Scale

Thu, 02 May 2024 00:44:42 -0400

Perfectionism is a common pitfall for accountants, but it stunts business growth. In this episode, I'll share practical tips to overcome it.

The Firm Freedom System [6 Steps]

Thu, 25 Apr 2024 00:44:47 -0400

Many firm owners work too much without a break. In this episode, I'll share a system to boost your profits while cutting your work hours.

The 4 Goals of Your Discovery Calls

Thu, 18 Apr 2024 00:48:41 -0400

Discovery calls are set up with potential clients to assess and secure new business. Learn what you need to focus on to be more successful.

The Inefficient Marketing Strategy That Works

Thu, 11 Apr 2024 00:43:44 -0400

A lot of firms struggle with their marketing. In this episode, I shared a marketing strategy that might be inefficient but works.

5 Naive Mistakes I Made As A Firm Owner

Thu, 04 Apr 2024 00:45:36 -0400

When I was running Xen Accounting, I also had my fair share of mistakes. Check out these mistakes and what should I have done instead.

6 Things Your Clients Hate About Your Accounting Firm

Thu, 28 Mar 2024 00:47:25 -0400

Explore common client frustrations with accounting firms and learn how to avoid them. Get actionable advice in this episode.

What My Firm's Sales Process Looked Like

Thu, 21 Mar 2024 00:45:31 -0400

Designing an effective sales process can be tough. In this episode, I'll explain what my sales process looked like and why I made it that way.

3 Simple Ways to Collect Feedback From Your Clients

Thu, 14 Mar 2024 00:45:09 -0400

Level up your firm's customer experience with these three effective methods to gather and understand client feedback.

Productized Services What, Why & How

Thu, 07 Mar 2024 00:41:52 -0400

Unlocking systematization in your firm can help you scale your business much more easily. In this episode, we’re going to be talking about productized services, what they are, why your firm should be using them, and how to get started.

2 Simple Keys to Traction in Your Business

Thu, 29 Feb 2024 00:45:04 -0400

Getting traction in your business is very important. Discover the ways you can improve yours to be on a closer path to success.

Ignore Your Competitors (Kinda)

Wed, 21 Feb 2024 23:45:08 -0400

It's important to know what your competitors are up to. But let's discuss why you should focus on your own personal growth instead.

Leave Your Ego at the Door

Thu, 15 Feb 2024 00:45:04 -0400

Ego can lead many firm owners away from their ultimate objectives. Check out how I was able to manage my ego and why you should too.

Delegation 101

Thu, 08 Feb 2024 00:46:42 -0400

One of the struggles for most firm owners is the effective delegation of tasks. Learn how to delegate and experience more workload reduction.

The 1 Business System That Maintains My Sanity

Wed, 31 Jan 2024 23:46:05 -0400

Learn my journey of implementing a system in my business that shifted me to a much more relaxed and stress-free mindset.

The Only 4 Things Your Clients Care About

Thu, 25 Jan 2024 00:45:20 -0400

Clients care about 4 things, and it's important to know them. By doing so, you'll have more success in price increases and much more.

How to Identify Your Firm’s Ideal Clients

Thu, 18 Jan 2024 00:43:47 -0400

Working with ideal clients makes your business fun and easier to manage. Learn the reasons why it's important and how to identify them.

Your Words Matter

Thu, 11 Jan 2024 00:37:50 -0400

How others perceive you and your firm can be impacted by your choice of words. Discover which words you should and shouldn't use.

Your 5-Step Process for Process Improvement

Wed, 03 Jan 2024 23:45:41 -0400

Streamlining your operations can improve your firm's scalability. Check out my 5-step process to enhance your workflows.

Do This When Your Marketing Isn’t Working

Wed, 27 Dec 2023 23:44:23 -0400

Using various marketing tactics and resources sometimes won't guarantee results. As such, you need to consider this strategy.

The Key to Innovating Your Firm

Thu, 21 Dec 2023 00:45:07 -0400

Innovating your firm is one of the most effective ways of improving your operations. Find out my recommendation on how you should do it.

Why??

Wed, 13 Dec 2023 23:44:47 -0400

Most firm owners are not particular about the greater reason for their business. Find out why having a purpose is incredibly important.

How to Raise Prices on Legacy Clients

Wed, 06 Dec 2023 23:44:28 -0400

One of the most challenging aspects of running your firm is raising prices for your long-time and loyal clients. In this episode, I shared the reasons why it's reasonable to offer updated pricing and ways on how you should do it.

How I Ran My Firm Without Timesheets

Wed, 29 Nov 2023 23:40:25 -0400

Running a firm without the burden of timesheets can be challenging. In this episode, I shared actionable strategies to streamline your accounting firm for greater efficiency without relying on timesheets.

7 Innovative Ideas to Level Up Your Firm’s Customer Experience

Wed, 22 Nov 2023 23:30:21 -0400

Check out these innovative ideas regarding customer experience improvements. I also shared a bit of backstory about my personal experience.

There Is No Marketing Better Than This

Wed, 15 Nov 2023 23:45:04 -0400

There's no such thing as a one-size-fits-all when it comes to marketing. That being said, this "strategy" is as close as you'll ever get.

The Top 4 Non-Productive Activities for Firm Owners

Wed, 08 Nov 2023 23:45:09 -0400

Maximize efficiency by recognizing and minimizing non-productive tasks. Explore the top 4 tasks to enhance productivity.

3 Top Tools for Efficient Email

Thu, 02 Nov 2023 00:45:57 -0400

Effectively managing emails can be a time-consuming task. Explore these tools that can aid in handling your inbox and enhance efficiency.

4 Wow Moments to Level Up Your Onboarding Process

Thu, 26 Oct 2023 00:30:07 -0400

A good onboarding process can be a significant factor in retaining clients. Consider these 4 tactics to leave a lasting impression.

9 Strategies to Differentiate Your Accounting Firm

Thu, 19 Oct 2023 00:30:36 -0400

It's difficult to stand out as most firms offer the same thing. As such, check out these 9 strategies to differentiate your firm from others.

More Firms Should Build Online Communities

Thu, 12 Oct 2023 00:30:17 -0400

Discover how an online community can be a factor in securing more deals, improving client experience, and a differentiator for your firm.

The Boundaries to Set Up in Your Firm

Thu, 05 Oct 2023 00:30:36 -0400

Boundaries, if not established, can impact your operations and personal life. Learn how to implement them efficiently in this episode.

Everything You Do in Your Firm is Sales

Thu, 28 Sep 2023 00:30:04 -0400

Sales can be tricky and difficult to grasp. Learn about why sales is critical to your firm and its role beyond client acquisition.

11 Tips to Generate More Leads From Your Firm’s Website

Thu, 21 Sep 2023 00:43:39 -0400

Your website should function as a lead-generating platform. If not, you need to check out my 11 tips to point you in the right direction.

4 Scalable Features to Increase Your Tax Prep Prices

Wed, 13 Sep 2023 23:30:00 -0400

Are you struggling to increase your tax prep prices? In this episode, I share 4 scalable features that you can include in your packages.

How I Manage My 100% Offshore Team

Wed, 06 Sep 2023 23:30:00 -0400

Offshoring is a proven solution to capacity issues. Discover my approach to how I am managing this practice with a team from around the world.

This is More Important Than Your Automation

Wed, 30 Aug 2023 13:34:01 -0400

Automation and technology are essential but they won't solve all your issues. Find out what you need to focus more instead.

My 9 Favorite Ways to Prevent Scope Creep

Wed, 23 Aug 2023 13:22:50 -0400

Learn to avoid out-of-scope work pitfalls, protect your resources, and maximize revenue opportunities with these tried and tested tips.

4 Steps to Streamline Your Client Onboarding Process

Wed, 16 Aug 2023 13:39:12 -0400

Discover the value of seamless client onboarding and learn the four steps to improve relationships and operational efficiency.

How Your Firm Can 100% Automate This Marketing Activity

Wed, 09 Aug 2023 13:31:37 -0400

AI has been an integral part of my marketing strategy. Discover how I utilize ChatGPT and other tools and learn how you can do it too.

How to Unlock Freedom & Flexibility in Your Firm

Wed, 02 Aug 2023 14:16:25 -0400

Discover expert tips to unlock freedom & flexibility in your firm. Embrace a dynamic approach for a future of endless possibilities.

The Most Important Thing to Work on Next at Your Firm

Wed, 26 Jul 2023 15:33:11 -0400

Distractions hinder many firm owners' ability to make a decision on their projects. Learn about how you can stay focused on your goals.

How I Created a Hyper-Scalable Professional Services Business

Wed, 19 Jul 2023 13:54:40 -0400

Currently, Future Firm has over 700 members. Learn about the methodologies I applied that allowed me to create a scalable business model.

Every Firm Should Implement This Marketing Strategy

Wed, 12 Jul 2023 13:21:38 -0400

Know about the one marketing strategy you should implement in your firm. Discover the reasons why you need to have it and how.

Your Client is First, You Come Second

Thu, 06 Jul 2023 10:28:51 -0400

Take one step closer to building your dream business and enjoying the lifestyle you want by prioritizing what the client wants before you.

My Top 3 Interview Questions to Land A-Players (and Why)

Wed, 28 Jun 2023 13:45:51 -0400

Learn about the right questions you have to ask your applicants. By doing so, you'll be able to identify which ones are high-performers.

The Next Trend for Your Firm in an AI World

Wed, 21 Jun 2023 23:30:00 -0400

AI and the evolving role of human professionals has been a hot topic lately. Learn about what's really important despite the rise of AI apps.

The Key to a 30-Hour (or Less) Workweek

Mon, 12 Jun 2023 07:32:01 -0400

Do you want to have more time for family and friends? Learn about how you can achieve a 30-hour workweek or less consistently.

Don’t Ignore This Step in Your Recruitment

Wed, 07 Jun 2023 05:04:49 -0400

Ensure you have this step included in your recruitment process, and you're one step closer to hiring the best candidates.

3 Marketing Strategies Your Firm Should Avoid

Thu, 01 Jun 2023 11:54:14 -0400

Discover the 3 marketing strategies your firm should avoid to save time and money. Let's make smarter choices for your business!

The 1 Word Solution That Eliminates Stress at Your Firm

Wed, 24 May 2023 23:30:00 -0400

Achieve peace of mind with the one-word solution for smooth employee transitions and timely work delivery.

The Top 9 Ways to Use ChatGPT in Your Firm

Wed, 17 May 2023 23:30:00 -0400

Maximize your firm's efficiency and productivity by utilizing the full capabilities of ChatGPT with these 9 strategies.

Episode 100 - Systematize or Suffer

Wed, 10 May 2023 23:30:00 -0400

Struggling to price your services? Avoid the common mistake of underpricing & learn good pricing strategies to earn more while working less.

The One Thing I Always Need To Remind Firms To Do

Wed, 26 Apr 2023 23:30:00 -0400

Struggling to price your services? Avoid the common mistake of underpricing & learn good pricing strategies to earn more while working less.

A Simple Way to Differentiate Your Firm

Wed, 12 Apr 2023 23:30:00 -0400

Attract clients and differentiate yourself by relabeling services. Learn how standardized packages can help you work less and earn more.

Reduce Stress With These 6 Busy Season Mindset Shifts

Wed, 29 Mar 2023 23:30:00 -0400

Learn these six mindset shifts to overcome stress and burnout during the busy season and boost your well-being.

The Simple 5-Pronged Approach to Increase Client Retention

Wed, 15 Mar 2023 22:38:27 -0400

Discover how to reduce client churn and increase referrals for the firm's growth with this 5-pronged approach,

How I Work With Business Coaches to Shortcut My Results

Wed, 01 Mar 2023 10:57:06 -0400

Discover how to find the right coach to help you achieve your goals and avoid the costly mistakes that many business owners make.

The Most Impactful First 2 Steps to Freeing Up Time in Your Firm

Wed, 15 Feb 2023 23:30:00 -0400

Learn these first 2 steps on how to make the most of your time, so you can focus on the things that matter most in your firm.

How Should You Use AI in Your Firm Right Now

Thu, 02 Feb 2023 12:33:48 -0400

Get ready to be informed and inspired on the innovative use of AI in accounting firm and today's modern business.

6 Tips to Eliminate Client Emails From Your Inbox

Wed, 18 Jan 2023 23:30:00 -0400

Take a look at these 6 tips to eliminate receiving client email from your inbox and removing yourself from the constant stream.

The 7-Step Pathway to Reducing Your Workload in 2023

Wed, 04 Jan 2023 23:30:00 -0400

Find out how to grow your firm without getting burned out with this 7-step pathway of proven strategies and best practices.

The Wall That 7-Figure Firms Face

Wed, 21 Dec 2022 23:30:00 -0400

Find out how to break through once you've reached the 7-figure mark. From marketing to scaling yourself and your team.

4 Requirements for Scalable Virtual CFO Services

Wed, 07 Dec 2022 23:30:00 -0400

Find out how to have a scalable virtual CFO services with the right strategy, a solid plan, and the right tools.

3 Easy Ways to Differentiate Your Services

Wed, 23 Nov 2022 00:26:00 -0400

Find out the power of differentiating your services and how it helps clients select an option they will benefit from the most.

How to (Actually) Beat Busy Season This Year

Wed, 09 Nov 2022 23:30:00 -0400

Find out how to beat the busy season with effective strategies so you can save time without sacrificing your revenue.

The (Unused) Strategy to Stop Chasing After Clients

Wed, 26 Oct 2022 23:30:00 -0400

Learn the unused strategy to stop chasing after clients and get important documents and information on time.

2 Big Reasons Why You’re Having Trouble Scaling Advisory Services

Wed, 12 Oct 2022 23:30:00 -0400

Find out the reasons why firms have trouble scaling their advisory services and how systematizing can help with your business's growth.

3 Tactics to Kickstart Your Marketing

Wed, 28 Sep 2022 23:30:00 -0400

Want some inspiration to kickstart your marketing this year? Listen to this podcast to learn effective tactics that you can use today!

How to Easily Sell Peace of Mind to Your Clients

Wed, 14 Sep 2022 23:30:00 -0400

Learn the importance of selling peace of mind to your clients and set yourself apart from other accounting firms.

5 Things I Wish I Would Have Done Differently Running My Firm

Wed, 31 Aug 2022 23:30:00 -0400

Here are 5 things that I wish I did differently as a first-time accounting firm owner so you can avoid the newbie mistakes that I did.

The Importance of a Director of Operations at Your Firm

Wed, 17 Aug 2022 23:30:00 -0400

In this episode, I talked about how to avoid being overworked by hiring someone for the most critical role: the Director of Operations.

5 Skills Required to Deliver Effective Virtual CFO Services

Wed, 03 Aug 2022 23:30:00 -0400

Learn about the 5 most important skills to deliver effective virtual CFO services and help you exceed your client's expectations.

”How Can I Make My Staff More Efficient?”

Wed, 20 Jul 2022 23:30:00 -0400

Listen to this podcast episode to get your team on track again and improve your firm's overall efficiency to deliver better results.

How Much Should You Increase Your Prices This Year?

Wed, 06 Jul 2022 23:30:00 -0400

How should we approach price increases this year while inflation is hitting records around the world? Listen to our podcast to find out.

The Top Reason You’re Having Trouble Hiring (And What To Do About It)

Wed, 22 Jun 2022 23:30:00 -0400

Are you having a hard time recruiting talent to join your firm? Listen to this podcast episode to know the top reason why this happens.

Streamline Your Entire Firm With This Essential 1st Step

Wed, 08 Jun 2022 23:30:00 -0400

Listen to this episode if you want to learn about the essentials of how you can streamline your firm to grow and become more efficient.

The #1 Strategy to Eliminate Scope Creep

Wed, 25 May 2022 23:30:00 -0400

You don't have to suffer through scope creep any longer. Listen to this podcast episode and find out my #1 strategy to combat it head on.

9 Strategies to Find Rock Star Talent

Wed, 11 May 2022 23:30:00 -0400

Struggling to find a "rockstar" talent to take your business to the next level? These nine strategies will surely help you hire the best!

An Easy 6-Step Routine That Increases Productivity & Decreases Workload

Wed, 27 Apr 2022 23:30:00 -0400

Effectively and efficiently manage your time, stay on task and finish important tasks with a simple 6-step routine.

3 Ideas to Solve Your Least Scalable Service Offering

Wed, 13 Apr 2022 23:30:00 -0400

Discover the least scalable service offering and find out how you can avoid capacity issues if you're offering it in your firm.

What Does a Virtual Assistant Do & Why You Need One

Wed, 30 Mar 2022 23:30:00 -0400

Hiring a virtual assistant will save you time and money. In this episode, learn more about what they do and why it's worth the investment.

How to Stop Clients From Emailing You Directly

Wed, 16 Mar 2022 23:30:00 -0400

Find out how to virtually eliminate getting direct emails from clients so you can focus on things that matter.

A Simple Automated Customer Experience Improvement

Wed, 02 Mar 2022 23:30:00 -0400

Find out how to improve your firm’s customer experience by doing just one simple thing that practically no other firm does.

Why Many Struggle to Price High

Wed, 16 Feb 2022 23:30:00 -0400

Find out why accountants have such a hard time setting their prices & what you need to understand about price before pricing high.

Firms Launching NoCode Development Services

Wed, 02 Feb 2022 23:30:00 -0400

Trailblazing firms are launching a NoCode Development service line. Find out what it is and whether you should launch one yourself.

The Head of Technology Role

Wed, 19 Jan 2022 23:30:00 -0400

Automate your firm faster by hiring a Head of Technology. Hear why you need one, what they do and what skills they should have.

4 Ways to Stay Ahead of the Automation Curve

Wed, 05 Jan 2022 23:30:00 -0400

Find out how your firm can thrive in the world of automation by leveraging 4 great ways to stay ahead of the automation curve.

Why Content Marketing Works Well for Accounting Firms

Wed, 22 Dec 2021 23:30:00 -0400

Quickly find out why content marketing is an amazing marketing strategy for accounting firms and how you can get started yourself.

9 Mistakes to Avoid in Your Discovery Calls

Wed, 08 Dec 2021 23:30:00 -0400

Find out about the 9 biggest mistakes to avoid in your discovery calls to help increase your win rates and prices.

These are the Services You Should Offer Next

Wed, 24 Nov 2021 23:30:00 -0400

If you're questioning what services you should offer next in your firm, you'll want to hear my guiding principles.

The Optimized Process That Saves You the Most Time

Wed, 10 Nov 2021 23:30:00 -0400

In this 7-minute podcast episode, I discuss one process that you should nail down in your firm if you're looking to save time.

Where & How to Find the Best Talent

Wed, 27 Oct 2021 23:30:00 -0400

Finding and recruiting remains a top challenge amongst firm owners. Find out where and how you can land the very best team members for your firm.

Who Should You Hire Next?

Wed, 13 Oct 2021 23:30:00 -0400

Cut through the confusion of who you should be hiring next at your accounting firm by tuning in to this brief podcast episode.

The 1-2 Marketing Punch to Easily Get Clients

Wed, 29 Sep 2021 23:30:00 -0400

Land new clients quickly with a tried, tested and true marketing strategy that I've successfully employed across 2 businesses.

What We Can Learn From Venture-Backed Accounting Firms

Wed, 15 Sep 2021 23:30:00 -0400

Your firm can learn one valuable lesson from the venture-backed accounting firm models that are raising millions of dollars.

3 Valuable Lessons for Setting High Prices

Thu, 02 Sep 2021 10:24:09 -0400

Learn how to set high prices in your accounting firm by following these 3 valuable lessons learned through years of trial and error.

Tame the Chaos with Capacity Planning

Wed, 18 Aug 2021 23:30:00 -0400

Find out how you can use capacity planning reporting in your accounting firm to eliminate the chaos and avoid overwork.

Limit the Choice You Give Your Clients

Wed, 04 Aug 2021 23:30:00 -0400

See how limiting the amount of choice & options you provide to your clients can lead to a more systematized & scalable accounting firm.

Why I Sold Xen Accounting

Wed, 21 Jul 2021 23:30:00 -0400

I share my reasons for selling my online accounting firm and some tips about what you should do if you're considering selling your firm.

What Does it Mean to "Scale Your Firm"?

Wed, 07 Jul 2021 11:30:00 -0400

Find out the difference between growing an accounting firm and scaling an accounting firm. Plus, I share a tip on how to get started.

Your Firm's Prices are Too Low

Wed, 23 Jun 2021 11:30:00 -0400

In this Future Firm Accounting Podcast episode, I discuss a major issue I see amongst a lot of firms implementing subscription pricing. Namely: Prices are way too low for what's being offered.

The "Just Jump" Business Concept

Thu, 10 Jun 2021 09:25:10 -0400

In this podcast episode, I discuss how I use the "Just Jump" business concept and how it's helped me launch and grow my last 2 businesses

Avoiding the Professional Services Growth Trap

Thu, 27 May 2021 08:24:07 -0400

Find out why many firm owners fall into a "professional services growth trap" and get 6 quick tips on how to avoid it.

My 6 Favorite Accounting Communities to Learn From

Wed, 12 May 2021 23:30:00 -0400

Learn about my favorite 6 accounting communities to share best practices, learn new things & collaborate with like-minded professionals.

The Importance of Celebrating Your Wins

Wed, 28 Apr 2021 23:55:00 -0400

With many accountants faced with busy season and the constant grind of this time of year, it's important to look at what's going right inside of your business. In this episode, get a 5 minute dose of moral support to get you through the final days of hecticness.

Dissecting Pilot's $1.2Bn Accounting Firm Valuation

Wed, 14 Apr 2021 23:27:00 -0400

With venture capital entering into the accounting space, see what it means for your accounting firm and its future.

8 Pricing Strategies I Use to Max My Price

Wed, 31 Mar 2021 23:28:00 -0400

Check out these 8 pricing strategies for accounting firms to help increase your prices and to secure more deals.

8 Ways to Deal With Non-Cooperating Clients

Wed, 17 Mar 2021 23:33:00 -0400

Non-cooperating clients in your accounting firm jam up your workflows and end up in wasted time. See how to deal with these kinds of clients.

How to Increase Your Accounting Firm Valuation

Wed, 03 Mar 2021 23:34:00 -0400

Increase your accounting firm valuation by cluing into what buyers are looking for in a modern accounting firm today.

Before You Do Any Marketing in Your Firm...

Wed, 17 Feb 2021 23:27:00 -0400

Online marketing is a hot topic in accounting firms. But before engaging in any marketing, there are 2 critical things to do first.

8 Mistakes to Avoid in Your Accounting Discovery Call

Wed, 03 Feb 2021 23:28:00 -0400

If you're looking to conduct a high quality accounting discovery call, make sure to avoid these 8 common mistakes.

Generating Passive Revenue in Your Firm

Thu, 21 Jan 2021 13:01:13 -0400

In this episode, I discuss how your accounting firm can generate passive revenue and the types of models that are at the beginning of the trend curve.

Why You Need a Sales Process + 4 Alternate Ones

Wed, 06 Jan 2021 23:30:00 -0400

Your sales process is responsible for landing high-quality clients at high prices. If you're looking to set up a sales process or optimize one for your firm, check out this podcast episode that discusses 4 different alternate sales processes for your firm.

Do This to PrepareYour Firm for 2021

Wed, 16 Dec 2020 23:32:00 -0400

Let's kick 2021 off right. Here's 1 process to improve in your firm heading into the new year.

What I've Learned From Coaching $1M Firms

Wed, 02 Dec 2020 23:41:00 -0400

I've learned some big lessons from coaching $1M accounting firms. The big one has to do on the topic of automation. Hear my thoughts.

2 Ways to Prepare for the Future of Accounting

Wed, 18 Nov 2020 23:14:00 -0400

Using data from the World Economic Forum's 2020 Future of Jobs report, I look into how accountants can remain relevant heading into 2025.

How Much Automation Does Your Firm Need?

Wed, 04 Nov 2020 23:00:00 -0400

Most think that automation is the key to scale an accounting firm. In some cases though, it's not. How much automation does your firm need?

How to Create a Sticky Client Relationship: 4 Tips

Wed, 21 Oct 2020 23:12:00 -0400

Learn how to keep clients in your firm and within your ecosystem with these 4 tips on how to create sticky client relationships.

The 6 Part Formula to Scale a Firm

Wed, 07 Oct 2020 23:43:00 -0400

If you're looking to scale your accounting firm, listen to this 6 part formula.

Enough

Wed, 23 Sep 2020 23:29:00 -0400

If you run a firm, have you ever considered what enough growth is? What enough money is? What's enough for you to be happy?

How I Stay Productive & Focused: 5 Techniques

Wed, 09 Sep 2020 22:54:00 -0400

We live in an increasingly distracting world. In this recent podcast episode, I share my top 5 techniques for how I stay focused & productive.

Why I'm Not a Fan of This New Accounting Marketing Trend

Wed, 26 Aug 2020 22:53:00 -0400

There's a new accounting marketing trend out right now and I'm not a huge fan. I state what it is, give my reasons why and what do look at instead.

What's the Next Frontier for Advisory Services?

Wed, 12 Aug 2020 23:15:00 -0400

The future of accounting advisory services may very well extend beyond the general ledger. I analyze this in my recent podcast episode.

5 Tips to Turn Your Firm's Website into a Marketing Tool

Wed, 29 Jul 2020 23:15:00 -0400

If you're looking to set up a modern website for your accounting firm that converts web visitors into leads, check out my 5 tips on the subject.

How to Include Client Questions & Support in a Subscription Plan

Wed, 01 Jul 2020 23:03:00 -0400

When you charge a fixed subscription price for your services, how do you handle all those client questions throughout the year? Do you charge for them? Include then? Where do you draw the line? I'll discuss the options in this episode.

6 Suggestions to Keep Your Virtual Firm Secure

Wed, 17 Jun 2020 23:26:00 -0400

Learn how you can take a few easy steps to keep your virtual firm secure.

My Favorite Tool to Automate Candidate Screening

Wed, 20 May 2020 22:26:00 -0400

In this episode, I talk about an app that I recommend to automate the candidate screening process to help save you loads of time.

Why I Recommend Accounting Help Desk Software

Wed, 06 May 2020 22:32:00 -0400

Looking for more control and automation around your firm's support function, especially when it comes to emails? Check out this episode on help desk software for your firm.

4 Best Books for Accountants to Read Right Now

Wed, 22 Apr 2020 22:55:00 -0400

When the world throw you a curveball, I always like to read to clear up any confusion that I may have. In this episode I run down my pick of the best books for accounting firms to read right now.

CPA Firm Marketing: 3 Strategies I’m Loving Right Now

Wed, 15 Apr 2020 22:40:00 -0400

In this episode I lay out 3 CPA firm marketing strategies that I'm really liking right now given the times that we're in.

Value Pricing Accounting Services: How I Do It in 4 Steps

Wed, 08 Apr 2020 23:59:00 -0400

If you're still confused about how to arrive at a value price, check out how I do it in 4 quick steps.

How Your Firm Can Benefit From Gig Economy Accounting

Wed, 25 Mar 2020 23:59:00 -0400

Uberized accounting platforms are hitting the market to help deliver on-demand accounting, tax & bookkeeping services to businesses wanting them. What does this mean for your firm and how can your firm benefit from gig economy accounting?

4 Ways to Gel Remote Accounting Firm Culture

Wed, 18 Mar 2020 23:55:00 -0400

Firms are moving to a remote model due to COVID-19 and fast. Here are 4 ways to keep your culture together as you move to a remote setup.

How to Reduce up to 50% of Your Meetings With 1 Free Tool

Wed, 11 Mar 2020 23:59:00 -0400

Backed up in meetings all day long in your firm? Check this episode out to learn about 1 free tool that you can use to eliminate up to 50% of your meetings.

Beat Tax Busy Season With This Simple 3 Step Process

Thu, 05 Mar 2020 09:34:16 -0400

In this episode, I discuss one simple 3 step process that you can implement in your firm to help you beat the tax busy season this year.

Blogging for Accountants: 6 Keys to Success

Wed, 26 Feb 2020 23:59:00 -0400

Looking to drive leads to your firm through your blog? You'll need my 6 keys to blogging success for accountants. If you're interested in submitting questions to be answered on the podcast, head to www.futurefirm.co/podcast to sign up to my newsletter to get access to my personal email.

App Advisory Services - What, How & Why with Will Farnell

Wed, 12 Feb 2020 00:00:00 -0400

If you're curious about offering app advisory services, I sit down with the co-founder of App Advisory Plus and Xero platinum firm owner, Will Farnell to learn more. We chat about what these services are, how to scope them and why they're important.

The Cloud Accounting Podcast's Tips to Start Your Own Podcast

Wed, 29 Jan 2020 23:46:00 -0400

Considering starting your own podcast at your firm? I interview Blake Oliver & David Leary of the Cloud Accounting Podcast to get their tips & tricks.

#9 - Taxfyle & Worklayer: A 2020 Overview

Wed, 15 Jan 2020 22:00:00 -0400

What does the Uber of the accounting world look like? Exactly like Taxfyle. I chat with the CEO of Taxfyle and their related product, Worklayer, to see how these tools are helping move accounting firms into the future by easing staffing and by adding instant capacity.

#8 - Indinero - The Accounting Firm of the Future?

Wed, 08 Jan 2020 22:00:00 -0400

Indinero is an accounting tech startup that has raised $10M, has 300+ employees, develops their own proprietary software to deliver their accounting services. Plus, they are actively acquiring other forward-looking accounting firms. I chat with their CEO to talk about what makes Indinero different & some of the firms they're acquiring (plus valuations).

#6 - Ron Baker Value Pricing Steps, Tips & Tricks

Wed, 20 Nov 2019 23:59:00 -0400

Want to hear about how you can value price in your firm? Look no further than the master himself, Ron Baker. I was lucky enough to speak to Ron about the 8 steps to value pricing along with some cool tips & tricks to use in your own firm.

#5 - Social Media for Accountants - Awesome Tips & Tricks

Wed, 06 Nov 2019 22:26:00 -0400

Each and every day we scan through 100, maybe even 1000's, of social media posts. It's to the point where if you're getting involved in social media marketing that it's almost impossible to cut through the noise.

If you're interested in social media for accountants and in using it in your firm, fear not. Katie Thomas, CPA has you covered.

She has almost 10,000 Instagram followers, a loyal Linkedin audience with super high engagement and a newly started Youtube channel. In this episode she shares her tips & tricks when it comes to social media for accountants and how accountants, bookkeepers & CPA's get up their game and get started.

#4 - Botkeeper - What is it & How it Works

Wed, 23 Oct 2019 21:47:00 -0400

Botkeeper is one of the hottest tech startups in the accounting space. They designed an artificial intelligence based bookkeeping platform paired with accountants to help automate the bookkeeping process for those looking to outsource their bookkeeping (firms & companies alike).

I was interested to learn more about exactly how Botkeeper works and how their service has been helping firms who want to scale their bookkeeping services, so I spoke to their CEO, Enrico Palmerino about it. What is Botkeeper? How does it work? What tips does Enrico have for firms before outsourcing and what's on the horizon for automated bookkeeping? Listen to find out.

#3 - ConnectCPA's Experience Managing a Remote Accounting Firm

Wed, 09 Oct 2019 13:00:00 -0400

ConnectCPA is a remote firm of 26 people that won the Xero Platinum Part of the Year award in North America in 2018. I was curious about how this firm made the transition towards being a distributed team. I had a chance to chat with Mike Pinkus & Lior Zehster, partners at the firm, about some of their tips for other firms other looking to make the transition to managing a remote accounting firm.

#2 - The Next Evolution of Cloud Accounting Apps with the CEO of FreshBooks

Wed, 18 Sep 2019 19:00:00 -0400

Freshbooks is the 2nd largest small business accounting software company in North America and I had a chance to chat with their CEO to talk about what's on the horizon for cloud accounting apps. Recently, Freshbooks received a major investment from JPMorgan Chase and I was curious about the implication on cloud accounting due to this deeper banking relationship, how it may affect your firms and how we might see cloud accounting evolve.

#1 - Accounting Thought Leaders from Acuity Discuss 21st Century Accounting

Wed, 04 Sep 2019 09:08:14 -0400

Welcome to episode 1 of the Future Firm Accounting Podcast! I'll be sitting down with thought leaders in the accounting space from around the world to hear their stories about innovation in order to help you and your firms see into the future and to help modernize your firms.

In this episode, I chat with Kenji Kuramoto and Matthew May, partners at one of the leading clouding firms in the US, Acuity, based out of Atlanta.

The firm was named one of the best firms to work for in 2019 and they have a team of over 80 people working fully remotely. Check out their story as to how they got there, how they manage their team and how they keep on innovating.

#0 - The Future of Cloud Accounting in Canada w/ Will Buckley of Xero

Mon, 15 Jul 2019 08:01:42 -0400

I sit down with Xero's Country Manager in Canada to learn about the future of cloud accounting in Canada and the trends that he's following that impact firms across the country.