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Accounting Practice Sales Podcasts

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A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
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The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You’l ...
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Accountant's Flight Plan

Brannon Poe; Poe Group Advisors

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Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are ...
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Welcome to 'It Depends', a sales tax podcast hosted by Brian Greer and Jeff Meigs from TaxConnex. In this podcast, we’ll be exploring different aspects of sales and use tax. So whether you’re a tax pro or a novice, in industry, school or a practicing CPA, tune in and join us as we attempt to simplify the complexity of the sales tax world. This is ‘It Depends.’ Because with sales tax, there is rarely just one answer. And often that’s our answer to many questions – it just depends. Brian - Chi ...
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CAS Minute

Roman Villard, CPA

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CAS Minute is your go-to podcast for actionable insights, strategies, and expert advice to elevate your Client Accounting Services (CAS) practice. Hosted by Roman Villard, CPA, each bite-sized episode dives into key topics like CAS sales, tech stack optimization, operational efficiency, and building a culture that retains top talent. Whether you’re looking to scale your firm, implement the latest accounting technologies, or master the art of advisory services, CAS Minute delivers the tools a ...
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Breaking BizDev

John Tyreman & Mark Wainwright

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What does "business development" mean, anyways? On Breaking BizDev, John Tyreman and Mark Wainwright break down, beat up, and redefine that nebulous term 'business development' for the modern professional services firm. Subscribe to this podcast to get sales and marketing advice that you can actually put into practice right away. Whether you're an expert doer-seller, firm owner, or a dedicated sales/marketing pro, each episode will help you understand your buyers and win new business. Subscr ...
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The 15-Hr Accountant Podcast is a podcast for accountants, CPAs, bookkeepers and fractional CFO who are starting (or thinking about starting) their own accounting practice. The podcast focuses on the key building blocks of a hyper-lean, six-figure-plus profitable accounting firm that allows for work-life balance. The perfect podcast for accountants who want to balance parenthood, grandparenthood, easy into retirement, or recover from burnout!
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Talking about Coaching

Yannick Jacob, Siwash Zahmat & Nicki Drab

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Does what it says on the tin: We talk about coaching. We, that is Yannick, Siwash and Nicki. We love coaching, collectively got a tonne of experience, knowledge and charm; and we all felt it was time to give something back to our wonderful coaching community. Whether you're a life coach, work with organisations or practice any other form of coaching, you can ask us anything and we'll discuss it for and with you so you can learn, grow and develop your practice and business skills!
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Keep What You Earn

Shannon Weinstein

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Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [Disclaimer: An ...
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The Manhood Experiment

Devon Wesley, Jason Sani, Tarek Statico

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We are often distracted in life and never really dive deep into the real foundation of self improvement, goal achieving, and wellbeing. - Join our team of experts every week as we discuss the real facets of manhood. Topics like: How to develop more self esteem, self love, deeper relationships. How to improve our wellbeing, mental toughness, resilience, and productivity. How to develop critical skills, become better leaders, expand our careers/business, create financial security and contribut ...
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Now is the time of the Pioneering Practice! Best selling author and marketing expert Amanda C. Watts shares her book 'The Pioneering Practice' as an audiobook. Described as 'The number 1 authority in marketing for accounting firms in the world' Amanda's insights will transform the way you market your accounting practice. LEARN HOW TO MOVE WITH THE TIMES AND NOT GET LEFT BEHIND. There is becoming a strong divide in the accounting industry. There are accounting practices that are pioneering th ...
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Small Law Firms often start from the practice of law and not as a business venture. This ends up causing the growth of the firm to be much longer and more painful than it needs to be. If you started a Law Firm with the intention of increasing your impact, freeing up your time and having all the money you will ever need then the strategies we discuss will be priceless for you. Profit with Law is a show focused on the business of running a law firm as a profitable venture. Packaging and pricin ...
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No More Bad Events

Scott Bloom, eSpeakers

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From locking in tech vendors to booking high-impact speakers to ensuring the cocktail hour goes off without a hitch, planning meetings or events can be a daunting task, and the likelihood of something going sideways is inevitable. No matter your experience level or the number of events you've planned. Brought to you by eSpeakers, No More Bad Events is the professional event planner's best resource for navigating this tenuous universe towards event perfection every time. Hosted by Scott Bloom ...
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MDRT Podcast

MDRT Podcast

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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at [email protected]. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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QB Power Hour Podcast

Dan DeLong & Michelle Long

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This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Michelle Long and Dan DeLong who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Thursday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour we ...
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A show hosted by me, David Ventura, a specialist in training, educating and consulting on practical strategies for harnessing the power of Key Account Management (KAM) in SME’s today. I am also the principal KAM consultant and Managing Director of www.kamguru.com. In a world of diminishing customer loyalty, what can business leaders do to retain their top customers, while still adding value. In this podcast I explore some hands-on tips and tactics you can implement today – to remarkably shif ...
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B2B Marketing Exchange

Demand Gen Report

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The B2B Marketing Exchange Podcast features candid insights from those who live and breathe B2B. Every week, we'll feature the industry's top influencers and practitioners, who will touch on top-of-mind topics around content strategy, demand generation, account-based marketing, and sales enablement. Subscribe now to get a front-row seat to intimate conversations and top-rated talks from our premier events.
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Pedro Oliveira is a seasoned leader in the brewing industry, recognized for his expertise in driving innovation and strategic growth. With a proven track record at Kerry Group, where he served as RD&A Senior Scientist and Global Brewing Innovation Lead, Pedro Oliveira spearheaded groundbreaking projects in alcoholic and non-alcoholic beverages, pushing the boundaries of brewing technology. Now, as Global Business Development Director at Totally Natural Solutions Ltd., he leads high-impact sa ...
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Outbound Sales Lift

Tyler Lindley

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Explore the human side of sales and business with host Tyler Lindley. Leaders in their field share a dose of inspiration through stories about life and business. Sales professionals provide tactical tips you can put into practice today. It all comes together to help you chart your path forward. Achieve your goals on your terms — get inspired by stories from extraordinary people, elevate your performance with the latest outbound tactics, and find the lift you need to take your career to the n ...
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From The Trenches

David Boyar

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In the age of FAKE NEWS, brave souls are needed to fight through the noise and give accountants in practice the support and information they deserve. David Boyar and Paul Meissner share a passion for the role Accountants play in the Australian economy. As the engine room of the economy, small - medium businesses rely on their accountant for technical knowledge, business acumen and professional (and often personal) support. As the way accountants work (through technology) and service (through ...
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Business Essentials talks to those at the forefront of business success who are willing to share their experience and expertise with you. Each episode provides relevant, reliable and up-to-date topics on how to grow your business. We interview experts on leadership, innovation, sales and marketing, customer service, and more. And we speak with leaders in business who have faced challenges and achieved success themselves, and who provide their own insights on what it takes to be successful.
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In the United States, according to Gallup, nearly 70% of employees are not engaged in their work. Disengagement negatively affects profitability and productivity. I believe there are 3 ways businesses can improve engagement. One, they inspire with a clear vision. Two, they practice open-book management. Three, they intentionally build collaborative, accountable, strength-focused teams. My intention is to inspire owners considering a new way to run their business and to encourage those curren ...
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Welcome to the Hardtofindseminars.com Unique Selling Proposition (USP) Podcast. I have searched my archives for my most powerful audio consultation on the subject of USP. Many of these recordings are actual consulting sessions with paying clients. Listen in as I craft and teach the power of a USP. Each of these consultations are packed with money making ideas and specific examples of how you can take what you do and developed it into a powerful reason why someone should buy from you. Your US ...
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Call to Order is a weekly podcast where 2 Army Veterans in the Recruiting Industry come together to discuss business trends and how Military Veterans could significantly improve your organization. A podcast designed to provide information that is relevant on military recruiting while having some fun in the process.
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The Dental Business Guide

Samera Business Advisors

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Presented by the team at Samera Business Advisors. The Dental Business Guide is all about helping aspiring dental practice owners build and grow their dental business empire. Tune in for tips and tricks by leading industry experts on how you can start and grow your dental business.
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Unlock the secret to transforming your accounting firm from a compliance-driven grind to a thriving hub of high-value advisory services! In this episode, Michelle Weinstein welcomes Jim Buffington, the leader of advisory services at Intuit Accountants, and a passionate advocate for empowering tax and accounting professionals. Jim shares invaluable …
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Today's episode focuses on the significance of collecting W-9 forms from contractors and why it can save you time and avoid issues at year-end. We'll discuss the purpose of W-9s, how to effectively collect and manage them, and best practices for keeping your records organized. Ensuring you have up-to-date W-9s can streamline tax filing, prevent pen…
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Sales tax can be complicated if you don't understand what needs to be determined first. You will need to determine where you have nexus, what products/services are taxable, when to register for a sales tax permit, how to manage ongoing sales tax compliance, and much more. Luckily for you, we are experts when it comes to all these factors. In this e…
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Show Summary: On this episode of the Grow My Accounting Practice podcast, Geoff Woods, author of The AI-Driven Leader and founder of AI Leadership, joins us to explore how leaders can effectively harness the power of AI to drive smarter, faster decision-making. Geoff shares his personal journey into the world of AI and breaks down why, despite know…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/487. Most law firms are losing leads every day — not because of bad marketing, but because of slow or outdated intake processes. In this episode of the Profit with Law Podcast, Moshe Amsel sits down with Joe Ruotolo, head of marketing at Intaker and creator of Arthur the AI bot,…
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In this episode, I dive into the types of businesses that are typically challenging to sell. We explore why businesses built on personal brands, online courses, and creative agencies often face hurdles in creating enterprise value. I also discuss the effect of low barriers to entry, lack of proprietary intellectual property, and the impact of AI on…
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*Trust* is what wins new business in professional services...but your ideal clients can't trust you if they don't *like* you, and they can't like you if they don't *know* about you. On this episode of Breaking BizDev, John and Mark break down "the mere exposure effect," also referred to as the "familiarity bias" and how firms and experts can take a…
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In this episode, we dive into what it truly takes to scale your business to $1 million, $5 million, $10 million, and beyond. From building and relying on a capable team to evolving your role from a doer to a visionary leader, we cover the necessary steps and mindset shifts required for substantial growth. I'll also share practical advice on managin…
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Not long ago, I made the case that it’s not too late to buy Bitcoin—even after it crossed the $100,000 mark. Why? Because the nature of the opportunity has changed. When governments and institutions start stockpiling a finite asset, you're no longer just betting on price—you’re watching a new system take shape. And interestingly, a very similar sto…
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In this episode, I get into the critical topic of when not to sell your business. We’ll explore various scenarios that indicate it's not the right time to exit, including emotional burnout and declining financials. I emphasize the importance of having a business that runs independently of you, and discuss the factors that can impact your business's…
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Show Summary: In this episode of the Grow My Accounting Practice podcast, Ryan McGarghan shares how combining Profit First, CFO services, EOS, and exit planning can help firms and their clients grow 5x. He explains how aligning finance with sales, marketing, and operations creates smarter, more strategic decision-making. Ryan also breaks down exit …
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/486. Are you using the smartest strategies available to grow your law firm — or just spinning your wheels? In this episode of the Profit with Law Podcast, Moshe Amsel, with Chris Dreyer, breaks down the three biggest levers firm owners must begin to dabble in to scale sustainabl…
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In this conversation, Yannick Jacob and Siwash Zahmat explore the intersection of coaching and artificial intelligence (AI). They discuss how AI can serve as a valuable tool for coaches, enhancing their capabilities and providing insights that can improve client interactions. The dialogue emphasizes the importance of maintaining authenticity in com…
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Got a question? Text me! Trying to grow your CAS firm without burning out? This episode is a wake-up call for leaders buried in chaos, distractions, and reactive work. Roman shares firsthand lessons from taking time off for family—while still scaling Full Send—by building rhythm, protecting time, and choosing ruthless focus over busywork. ⏱️ Chapte…
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GUEST BIO: Anne is a meetings industry master with extensive experience across agency operations, strategic management, and sales. Now in a key leadership role driving revenue growth strategies, her solid foundation makes her a trusted partner to clients and colleagues. Anne leads with determination, delivering strategic guidance that transforms bu…
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Bitcoin just crossed $100,000, and you’re probably thinking: “I missed it.” And you wouldn’t be alone. That’s how most people feel. They heard about it at $1,000… were told it was a scam at $10,000… waited for a pullback at $30,000… and now that it’s over six figures, they’ve mentally closed the door on the opportunity. It’s human nature to assume …
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Show Summary: In this insightful episode of the Grow My Accounting Practice podcast, Sir Darren Jacklin shares strategies to help accountants and business owners smash their numbers in 2025. He highlights the importance of setting clear, measurable financial goals and encourages a shift in focus from revenue to true profitability. Darren also expla…
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In this episode of The Accountant’s Flight Plan, we are joined by Wayne Findlay—entrepreneur, founder of Findlay & Co., and CEO of The Back Room. Wayne shares his global perspective on how accounting firms can stay competitive in today’s talent-scarce landscape by leveraging offshoring, modern tech, and clear growth paths for team members. If you’r…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/485. Most law firm owners think their accountant is doing just fine — but the truth is, if you're only meeting with them once a year, you’re probably leaving serious money on the table. In this solo episode, Moshe Amsel shares real-world examples and practical strategies to help…
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In this episode, inspired by my experience at the Junior Achievement Steps for Success program, I dive into different cash management strategies for business owners. I cover the essential functions of checking and savings accounts, the benefits of having multiple accounts, and how to leverage high-yield savings accounts for tax savings. Additionall…
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Say goodbye to feast and famine. In this episode of Breaking BizDev, John Tyreman and Mark Wainwright tackle the elusive concept of monthly recurring revenue (MRR) for professional services firms. Tired of the roller coaster of income highs and lows? We unpack why MRR isn't just for SaaS companies and how your firm can apply it to smooth out those …
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In this episode, I'm thrilled to reshare an episode from when I was a guest on the Rainmaker for Contractors Podcast. I share practical tax strategies specifically designed for businesses. We'll discuss how recent IRS changes might impact you, the importance of understanding your financial statements, and actionable tips to optimize your tax liabil…
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We’re living through truly extraordinary times—not simply because things are changing, but because of how breathtakingly fast those changes are happening. Take artificial intelligence: it’s no longer some futuristic buzzword from a sci-fi movie; it’s already reshaping our lives, economies, and even how we relate to each other. But here's what's rea…
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In this episode I dive into the often overlooked topic of founder-led sales. I discuss the common struggle many business owners face in handling various roles, especially holding onto the sales process for too long. I highlight the importance of delegating parts of the sales process, such as discovery calls and lead generation, to create a more sca…
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Show Summary: In this episode of the Grow My Accounting Practice podcast, Donna Lim shares her powerful journey with Profit First and how it transformed both her business and the insurance agents she serves. Once a reluctant accounting firm owner who found the profession “boring and sterile,” Donna realized her deeper calling was to support busines…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/484. Most law firm owners think they have a marketing problem… But what if the real issue is what happens after a lead comes in? In this episode of Profit with Law, CMO Margarita Eberline reveals why most firms are leaving money on the table — not because of weak marketing, but …
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In this episode I discuss the significance of aligning employee compensation with desired behaviors and business outcomes. Learn practical tips on implementing incentive-based compensation plans, such as cash bonuses, periodic performance reviews, and the concept of phantom equity. Understand why giving away equity isn't always the best solution fo…
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TITLE: Two Emcees Double Down on Event Success (ft. John Di Domenico | Event Emcee | Impersonator | Keynote Speaker) GUEST BIO: Emmy-nominated actor and 5X Best of Las Vegas winner John Di Domenico brings comedy and impressions to corporate events. Featured on Conan, Kimmel, and Howard Stern, he's collaborated with Fortune 500 companies like AT&T, …
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Just because you have expanded your book of business doesn’t mean you’re automatically ready to serve all those clients. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain how to ensure that you can match your service to the needs of people who have just come onboard.Episode brea…
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In this episode, we expand on the $5 million bottleneck and discuss how to multiply your strategic capacity as a CEO to catalyze your business growth. Tune in as I share tactical insights into delegating decision-making, auditing your calendar, and prioritizing high-impact activities. Discover how to empower your team to make strong decisions, allo…
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Researching is an essential part of running a successful tax and accounting firm, but too often, professionals do it for free without realizing its true value. Join Michelle Weinstein and the powerhouse CPA, Dominique Molina, to reveal how firm owners can shift from reactive, unpaid research to a proactive, profitable approach. Dominique shares how…
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When I was a young surgeon just coming out of residency and finally started making some money, I had to do something I’d never done before: find someone to do my taxes. Naturally, I asked around. I went to the older, more experienced surgeons in my group and said, “Who do you guys use?” A few names came up, but one firm kept coming up over and over…
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Morgan Gillis - Instagram: @iammorgangillis What does it really take to become the person you’re meant to be? In this episode, T Rex sits down with Morgan Gillis, a business coach, entrepreneur, and former motocross rider whose path to success came from bold decisions and dedication. From solo trips across the U.S. in search of mentorship, to build…
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In this episode I discuss a common hurdle many business owners face: the $5 million bottleneck. Drawing from my experience as a CFO, I outline how business growth often stalls around this revenue point due to the founder's over-involvement in day-to-day operations. I highlight the importance of developing systems, delegating responsibilities, and c…
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Dan and Lynda Artesani discuss the latest rash of Intuit Accountant login hijackings and what ProAdvisors can do to safeguard their logins to protect their client's data. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very…
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Show Summary: In this episode of Grow My Accounting Practice, Cathy Donovan Wagner, founder and CEO of RETAILMavens, joins us to unpack the deep, often overlooked connection between pricing and personal well-being. Cathy shares how pricing decisions don’t just affect your bottom line—they impact your soul, your mental health, your team, your client…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/483. Infinite banking- the how, what, and why (that gets your firm producing generational wealth) Most law firm owners strive to build successful practices — but how many are actually thinking about creating generational wealth and a lasting legacy? In this eye-opening episode o…
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In this episode, I share personal reflections as I navigate selling our Connecticut home and how this experience paralleled with business advice I received from a visit to the headquarters of acquisition.com. I discuss the value of decluttering and aligning our possessions and business operations with our current phase of life. By stripping down to…
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In this episode of Breaking BizDev, John and Mark dive into the complexities of business development within the accounting industry, like the steep challenges of differentiation, pricing models, and the annual scramble leading up to tax day. John shares his extensive experience with accounting firms and highlights insights gathered from the 2025 As…
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In this episode, I demystify the often complex process of preparing your business for sale. From unexpected offers to due diligence, I provide actionable steps to ensure you're ready for any opportunity that comes your way. Learn how to clean up your financials, document operational procedures, and mitigate risks to build buyer confidence. Discover…
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ITR Economics has been predicting a “Great Depression” beginning around 2030. Over the past seven years, I’ve had multiple representatives from their firm on the show, and they’ve never wavered from that forecast. That might not sound so alarming—until you realize that their long-term predictive track record is 94% accurate over the last 70 years. …
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In this episode, we tackle the concept of margin erosion and how it impacts scaling businesses. I share insights on how growing your sales doesn't necessarily equate to growing your profits. We dive into common culprits like hiring rates, customer acquisition costs, and overhead, providing practical solutions to maintain healthy margins. You'll lea…
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Show Summary: Best-selling author and speaker Bob Burg joins us on this week’s episode of Grow My Accounting Practice to unpack the powerful concept of Genuine Influence — the kind that builds trust, fosters strong relationships, and leads to real results without manipulation. Bob shares the difference between influence and manipulation, walks us t…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/482. “How open minded are you to learning something new and being coached?” Anthony asked, “Because if you're not, then it's probably not going to work.” In this episode of Profit with Law, guest Anthony Carls—president of Rocket Clicks and co-founder of Sterling Lawyers—reveals…
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In this episode, I dive into the crucial topic of building trust online, especially in the digital marketing landscape. You've probably heard about the phrase 'know, like, and trust,' but I believe there's a missing piece in this equation. I argue that trust is not just a byproduct of likability; it also hinges on reliability. Trust is formed throu…
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TITLE: Strategic Content, Industry Shifts, and Cross-Border Trends (ft. Jason Koop | VP of Business Development | Canadian Special Events) GUEST BIO: Jason Koop is VP of Business Development at Canadian Special Events, building the largest corporate event professional network in Canada. After 15 years managing accounts for Calvin Klein, Tommy Hilfi…
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The Power of Authenticity in Attracting Talent and Changing Perceptions In this episode of the Accountant’s Flight Plan Podcast, we interviewed fellow podcaster and reputation-building expert Rob Brown. Rob is the host of three accounting-related podcasts with a collective following of over 50,000 listeners and is the author of Build Your Reputatio…
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In this episode, I discuss some of the challenges and triumphs of evolving a business, sharing personal experiences from my journey as a CPA and business owner. I explore the idea that what got you here won’t necessarily get you there, and how this constant need for evolution can feel like starting over at each new business level. I also discuss th…
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The Wealth Formula Community is filled with high-paid professionals and small business owners—I'm one of them. Most of us are so focused on making a living that we rarely think about the day we might want to sell our "jobs." Over the years, I've encountered many physicians and dentists who never even considered an exit strategy until private equity…
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