What accounting technology do you need?There are many options out there that bookkeepers can use to deliver advisory and solutions to their clients.This week’s guest knows all about the latest and...
Michael Palmer
CPAs are very busy people.They process an incredible amount of tax paperwork per year and provide data to their clients that may be hard to digest.Because of those reasons, according to this week’s...
Stories are everywhere.They’re in movies, television, books, podcasts and, yes, even in your clients’ financial numbers.This week’s guest knows a lot about storytelling.Joe DiSanto is a former owner...
Hard conversations. Nobody likes to start or be a part of them especially at work. But, if you’re hoping to solve issues with staff, you need to have those tough discussions. There are ways to do...
"Prioritize your well-being and take care of yourself, so you can optimize, be productive and efficient." That's the advice of this week's guest who learned that from her former boss, Steve Jobs...
"Try more stuff and see what works."
That's the advice of this week's returning guest, so you can survive the new normal.
Yoseph West is the co-founder and CEO of Relay Financial which he...
Read the book, Profit First with your client's perspective then implement it. That's the advice of this week's guest who is a certified Profit First Professional that used the system the book...
Know your numbers. According to this week’s guest, Noah Martin, who is a business and decision-making analyst and advisor, entrepreneurs should not run their business at a gut level. They must...
Things have changed.Thanks to the pandemic, employers everywhere have had to adapt to a new normal especially in regards to working remotely for themselves and their employees.Bookkeeping business...
When you build a successful business that becomes part of your net worth.That's according to today's guest, John Warrillow, who is the founder of The Value Builder System and a best-selling author of...
