All Episodes
Episodes
#131 Compliance Is Your Superpower
In this episode, I share my thoughts on the power of compliance and why it is essential for your success. Join me as I discuss various topics, including evaluating user feedback, user research methods, and...
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#130 What Is The Right Structure For My Firm?
As I start my day, I share snippets of my daily life, including managing house renovations and planning a trip to Dubai. Then, I discuss my upcoming speaking engagements for Quickbooks' Get Connected event.
Moving on...
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#129 Exactly How Much Should I Charge?
In this episode, we talk about pricing and how much you should charge for your services. I share my own experience and insights on determining the right price for your clients. We discuss the value you provide and how...
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#128 How I Spend 40 Hours A Month Learning (And Which Podcasts I Listen To)
Hey there, it's me. In this podcast, I share my experience of spending 40 hours a month on self-education and which podcasts I listen to. I talk about how investing in my own education has helped me launch and scale...
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#127 Xero or QuickBooks (Plus My Weekly Roundup)
Hey there, it's me. In this episode, I talk about my weekly roundup, including the challenges of back-to-school week with four kids in four different schools. I also discuss attending a lunch with Zero and my upcoming...
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#126 The Secret To Closing A Sale
Hey there,
In this episode, I share my tips and techniques for closing a sale. I discuss how to get in front of the right people, run effective sales meetings, and position yourself as a guide who can help prospects...
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#125 You’re Not Responsible For The Work, You’re Responsible For The….
In this episode, I share a personal update on my cancelled Bali trip due to my daughter's illness. Despite the setback, I discuss the importance of being able to drop everything and be there for family when needed,...
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#124 What Software We Use In The Practice
🎙️ In this episode, I talk about the different software systems that we use in our practice to manage our workflow, client data, and knowledge hub. I break down the three areas of our firm (factory, office, and...
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#123 Why I Don’t Hire Trainees Anymore
In this episode, I discuss why I no longer hire trainees in my accounting practice. I share my personal experiences and thoughts on the alternatives available to small firms, including outsourcing and offshoring. I...
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#122 How Do I Know How Much Work To Give My Team?
Join me as I discuss how to allocate work to your team members in your accounting firm. I'll share insights on building a team, retaining high performers, and creating a culture of high performance. Learn how to...
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#121 Things I DON’T Do In My Practice
Hi there! In this episode, I'm sharing with you some of the things I don't do in my practice that might help you determine what to eliminate from your plate. As practice owners, we often do things the way they've...
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#120 Should You Outsource Or Offshore?
Hey there! In this episode, I talk about offshoring and outsourcing. These are great options to manage operations throughout your firm, especially if you're struggling to find and retain good talent.
Outsourcing...
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