All Episodes

Displaying episodes 1 - 8 of 8 in total

Positioning

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.

Technology

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...

Attracting & Retaining Talent

Learn how to transform your firm into the place accounting and bookkeeping professionals want to join.-----------------Thank you to our sponsor, Avalara! Avalara’s awa...

Innovation Thought Experiment

We ask the question: "What if Disney started a cloud accounting firm?"-----------------Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation soluti...

Capstone Webinar: "Let's Talk Practice Management"

Hector Garcia summarizes the key takeaways from all seven episodes of this series. Discover the most important things accounting firm owners need to know about positio...