EP 180 Feb 18, 2020 6:00:00 AM

EP180: Blake Oliver - The Power of Setting & Revisiting Your Goals

with Blake Oliver

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30-second brief
Only 6% of businesses revisit their goals quarterly — and those that do see a 300% lift in results. On this episode, Michael sits down with Blake Oliver, CPA, cloud accounting pioneer, and co-host of The Cloud Accounting Podcast, to unpack what "advisory" actually looks like in practice. Blake shares the real story behind selling his cloud bookkeeping business, the exit clause every bookkeeper should know about before merging, and why driver-based planning is the simplest way to install advisory services your clients will pay for. If you've ever wondered what to actually do in an advisory meeting, start here.

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Show notes

Only 51% of businesses plan and set their annual goals and only 6% revisit those goals on a quarterly basis.

Those who revisit their goals have an increase of 300% on their productivity and performance.

That’s according to our guest, Blake Oliver who is a CPA that specializes in cloud accounting technology. He’s also the producer and co-host of a weekly news show called the Cloud Accounting Podcast.

During the interview, you'll discover...

  • The importance of having annual goals & revisiting them

  • The perks of having a cloud partnership

  • Jirav and other amazing accounting tools

To learn more about Blake, visit this link.

To connect with him on LinkedIn, go here.

To follow him on Twitter, check this out.

Full transcript

EP180: Blake Oliver - The Power of Setting & Revisiting Your Goals
EP 180