Accountant's Flight Plan Podcast

Bill Cates, expert in acquiring new clients through referral, joins me to chat about building habits within your business to maximize referrals, and convert them into clients or even new staff! Join this discussion to learn more about creating a perpetual revenue system, the power of asking questions, and result-producing strategies that build personable relationships.

This book has actionable practice management advice for all firm owners whether you are a CPA, EA, bookkeeper or general accountant. With the lessons in our latest book, you’ll learn to build upon your firm’s success and make your firm more enjoyable for you and your staff or a future buyer.

On this episode of Accountant’s Flight Plan, We interviewed Giles Pearson, former partner of PWC & co-founder of Accountests. Giles shares how Accountests was developed as a solution to a gap in the hiring process for CPA’s.

Randy Crabtree, former general tax practice owner, and current specialty tax prep firm owner, discusses the impacts of burnout and how to avoid it!  Randy has experienced both the highs and lows of leadership and chats with us about maximizing your traits as an entrepreneur and growing employee morale.

How Ravi Patel purchased his accounting firm through Poe Group Advisors.

This was a great meeting of minds on practice management! We had Roger Knecht on the podcast discussing insights from his post secondary course for accounting professionals, Universal Accounting. 

This podcast touched on:

• Opportunities in the profession 
• Service offerings
• Staffing issues and solutions  
• What drives practice value and client retention 
• Improving time management and profits 

In this podcast, Jordan (of Troika) and I dive into what it means to be intentional about marketing as an accounting firm. Jordan takes a thoughtful approach that considers what a firm needs, and what would be most effective which is refreshing when most marketers say more, more, more. 

 We recently had productivity expert, Marcey Rader, on the Accountant’s Flight Plan Podcast to chat with us about managing remote staff, healthy work from home boundaries and how to best work in that pesky email inbox!  

 Rob owns Guardian Financial and Gordian Staffing which places remote staff in Mexico who are fluent in English and college educated in Accounting firms across America. His goal is to help create capacity and lighten the burden of the staffing shortage.  

In this episode we dove into: 

1. How marketing and branding impact your practice 
2. Staffing and retention 
3. Jessica’s possible acquisition (I always love to hear about how people approach acquisitions.)
4. Vacation! (Jessica is the reason we have our book The Unplugged Vacation)