If you want to build an accounting or bookkeeping firm that gives you joy, you need to stop, and focus. Learn strategies and best practices for practice management and earn FREE CPE while you're at it!

First Episodes


This is where your brand and business strategy meet. Learn how to position your firm to present the greatest value to clients. Then get free CPE for listening by downl...

Business Model

In part two of our miniseries, we'll rethink the traditional accounting firm’s business model and focus on a value-driven business strategy.


Learn how to leverage cloud systems to manage work and free up time.

Sales Process & Onboarding

In part 4 of our 8-part series, we'll learn how to create a disciplined, consistent process to win and onboard customers.Thank you to our sponsor, Avalara! Avalara’s a...

Value Pricing & Offering Guarantees

Align the customer’s desired results with the firm’s interest to maximize profits.-----------------Thank you to our sponsor, Avalara! Avalara’s award-winning tax autom...

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