Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
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Welcome to the "Wellness in Every Season" podcast, where we dive into well-being, embracing holistic approaches to nurture mind, body, and soul. Join life coach and parenting coach, Autumn Carter, as we explore the power of routines, address limiting beliefs, and cultivate self-trust on the path to holistic wellness. In this podcast, we envision a future where we effortlessly integrate mindful routines into their lives, creating a harmonious balance between self-care and family responsibilit ...
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The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.
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The Recognized Authority: The Podcast that Guides Invisible Experts on the Journey to Becoming a Recognized Authority in Your Field Seeking to grow your audience, attract better clients, and make a bigger impact with your expertise? Look no further than "The Recognized Authority" podcast. Hosted by Alastair McDermott, this show features in-depth interviews with top consultants, coaches, and thought leaders who share practical, actionable insights on building a thriving independent business. ...
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313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless
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Ron Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Revenue. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours wi…
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Episode 79: Healing Mother Wounds with Geraldine Crane
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Send us a text In this heartfelt episode of "Wellness in Every Season," Autumn Carter sits down with Geraldine Crane to explore the multifaceted journey of motherhood. Together, they delve into the emotional intricacies that come with balancing personal identity and parenting, sharing stories of triumphs and challenges along the way. Geraldine, a p…
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312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EA
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Do you know you need to raise prices but are intimidated by all the factors going into the decisions? Kathy Hayden, EA, and her sister, Julie Wagner, had 1100 clients with varying degrees of complexity, legacy, and price discrepancy. They share the 7 most important lessons they learned from their experience, including how it changed them and their …
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Episode 78: Girl's Night In with Amandine, Mickey and Autumn
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Send us a text In this special episode of "Wellness in Every Season," join host Autumn Carter for a delightful "Girlfriend's Night In" featuring an inspiring lineup of activities and conversations. Amandine De Gaspario kicks off the evening with a calming and rejuvenating mindfulness practice, setting the perfect tone for relaxation and self-reflec…
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311 4 Ways CPAs Can Price Intangibles
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9:34
Just how much revenue did that ship mechanic leave on the table? Had he been better at pricing, he might have been able to price more profitably. Pricing intangibles is a skill, and the better a seller does it, the more revenue he can generate for the time and effort he puts in. But how do you price intangibles when they are hard to pin down? In to…
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How Kelly Rohrs, CPA, built a thriving solo accounting firm from scratch.
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37:43
Send us a Text Message. Ever wondered what it takes to build a solo accounting firm from the ground up? In this episode, Roman Villard, CPA, with Kelly Rohrs, CPA, did just that—and built a thriving practice in the process. Kelly shares the real, unfiltered story of her journey, including the challenges she faced, the lessons she learned, and the s…
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Episode 77: Couponing with Freda Graves-Waller
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Send us a Text Message. Welcome to Wellness in Every Season, the podcast where we explore the rich tapestry of motherhood and wellness in all its forms. I'm your host, Autumn Carter, a certified life coach and parenting coach dedicated to empowering mothers to rediscover their identity beyond motherhood, find balance amidst chaos, strengthen relati…
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310 From Exhausted to Having Her Life Back: Wendy Norman, CPA
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Two years ago, Wendy was working 70 hours a week in her firm. She was exhausted and “wanted to hide under the bed.” Now, she works 30 - 40 hours a week, has her life back, and brings in more revenue at higher margins. … Link to full shownotes: https://www.businessstrategyforcpas.com/310 … If you feel trapped by your own accounting firm, I can help …
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Episode 76: How to Gain Clarity of Intention
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Send us a text In this episode of "Wellness in Every Season," we delve into the transformative power of gaining clarity of intention. Join me as we explore practical strategies to align your actions with your deepest values and desires, making your intentions a lived reality. We'll discuss the importance of building a supportive community and how i…
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309 How to Start Niching When You Don't Know Where to Start
1:11:29
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When it comes to creating revenue for your accounting practice, you need to create value and you need to price effectively. Niching is a powerful way to create more value with less time and effort, and niching is a powerful way to price more effectively. Niching also makes your accounting practice less expensive to run because the more clients look…
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Episode 75: Transforming Birth Trauma with Sharon King
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45:00
Send us a Text Message. Welcome to Episode 75 of “Wellness in Every Season,” where we delve into the profound journeys of motherhood and wellness. I’m your host, Autumn Carter, a certified life coach and parenting coach dedicated to empowering mothers to rediscover their identities, find balance amidst chaos, strengthen relationships, and pursue th…
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308 How CPAs Can Create and Communicate Value
1:00:47
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Do you want to increase your revenue without working harder? If so, deepening your appreciation of creating value for clients and clearly communicating that value is a great bet. The less a business-owning accountant appreciates value, the more she’ll work hours to create dollars, and who wants that? LINK TO VIDEO REPLAY IN CROWDCAST: https://www.c…
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Episode 74: How to Feel and Release Emotions
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Send us a text In this transformative episode of "Wellness in Every Season," we dive deep into the vital topic of feeling and releasing emotions. Join us as we explore how to recognize and acknowledge your emotions, understanding them as essential messengers offering profound insights into your inner world. Through practical strategies such as jour…
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307 Take the shortcut!! With Hector Cantu, EA
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23:00
You can figure out how to make the changes you need to make to your firm out on your own. But just because you can doesn’t mean you should. I talk with Down to 40 Hours CPA Masterminder Hector Cantu about the difference between DIYing and taking the shortcut. – “It would have taken me years on my own to figure out the changes we made in less than a…
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Episode 73: Preventing Burnout with Amandine De Gaspari
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37:40
Send us a text In Episode 73 of "Wellness in Every Season," host Autumn Carter welcomes Amandine De Gaspari, founder of Empower to Thrive Coaching. Join us as Amandine shares her inspiring journey from corporate life, battling anxiety and depression, to becoming a life coach dedicated to helping women rediscover joy and prevent burnout. Amandine di…
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The Process to Achieve More Freedom in Your Accounting Firm with Geraldine Carter
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50:22
Send us a Text Message. Are you constantly bogged down by the never-ending demands of your accounting firm? Struggling to find time for yourself amidst the chaos? Feeling overworked and overwhelmed is common among accounting professionals. The stress of juggling multiple tasks and tight deadlines can leave you with little to no freedom. It's time t…
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306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA
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40:53
Running and growing your accounting practice can feel like a lot –– and maybe sometimes a hair more than you care to manage. Yet, how to change, what to change, and in what order to change things can be far from obvious. In this conversation, I want listeners to hear what it sounds like to make a bunch of progress in four months, while being owner …
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Episode 72: How to Vacation from Self-improvement
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Send us a text In this episode of Wellness in Every Season, we explore the transformative power of taking a vacation from self-improvement. Join host Autumn Carter as she shares her personal journey of recognizing the need for deeper healing amidst the pressures of constant self-betterment. Through candid reflections and practical tips, Autumn emph…
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305 Hiring is not the Solution to CPAs Overworking
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15:12
Working more hours than you want can be a tough place to be. A place that you want to get out of as fast as possible. It would make sense to think that hiring someone to handle the excess work is the solution. I want to show you why hiring may not be the best option and how it might actually make the overworking problem worse. … If you feel trapped…
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Episode 71: Tragedy and Mental Health Advocacy with Sheila Heard
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33:04
Send us a text In this powerful and deeply moving episode, Autumn Carter, a dedicated self-care and wellness advocate, interviews Sheila Heard, known as the "Momma Warrior." Sheila's story is one of unimaginable challenge, resilience, and unwavering advocacy for her children. Sheila shares her profoundly personal journey, detailing the tragic event…
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304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
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39:54
Melissa Downs, EA completed two rounds of Down to 40 Hours and one round of Down to 25 Hours. A year ago, she was caught in the hustle and grind. Now, she works 15 hours a week and is testing out what it feels like to coast. Want numbers? She cut 70% of her client load, works 73% fewer hours, and kept her take-home pay the same. Find out how in thi…
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Episode 70: How to Make Decisions Easily
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32:12
Send us a text In this episode of Wellness in Every Season, we dive into the art of decision-making, especially tailored for moms who juggle countless responsibilities and face unique challenges. Join me as we explore the hurdles that make decision-making difficult, such as time constraints, emotional stress, and the pressure of impacting our famil…
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How to Understand the Health of Your Accounting Firm with Streamlined Systems in Place
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35:36
Send us a Text Message. In this episode, host Roman Villard, CPA, chats with Timothy Wingate Jr., founder, and president of G+F Business & Financial Consulting, about the essential topic of maintaining a healthy accounting firm. They touched on: Why streamlined processes are game-changers for accounting firms How to spot and fix those pesky workflo…
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303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project
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37:28
I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, an…
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Episode 69: A Journey to Peace with Alysia Lyons
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37:34
Send us a text In episode 69, Autumn Carter sits down with mom support coach Alicia Lyons to delve into the nuances of what Alicia terms her "peace assessment." Alicia, a coach with over five years of experience, has dedicated her career to helping moms overcome the pervasive and often paralyzing feeling of mom guilt. She opens up about her own jou…
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302 Permission to Travel Your Own Path with Shana Cooper, CPA
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39:14
For the listener who feels the tension between the path he’s on and the one he really wants to be on, I talk with Masterminder Shana Cooper, CPA about giving yourself permission to travel your own path. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients wh…
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Episode 68: The True Worth of Motherhood
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Send us a text Join us on "Wellness in Every Season" for a revealing episode titled "The True Worth of Motherhood: Beyond the Pay Gap and Pink Tax." In this episode, we uncover the significant economic challenges that mothers face, focusing on the pervasive gender pay gap and the additional financial burden of the pink tax. These issues impact not …
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301 The Four Factors that Drive CPA Firm Multiples with Todd Steinberg
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38:45
Are you considering selling in a few years and wondering where to focus? My guest, Todd Steinberg, President of Thrive Financial Group, discusses how client mix, profitability, location, and transition assistance impact sales multiples. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting f…
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Top Recruitment and Retention Tactics for Scaling Your Accounting Firm with Long-Lasting Teams (Randy Crabtree)
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31:59
Send us a Text Message. In this insightful episode, Roman Villard, CPA, sits down with Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, to discuss the critical elements of building lasting teams. As firms scale, the challenges of recruiting and retaining top talent become paramount. Randy shares his proven strategies…
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Season 2 Finale: Adapting to AI Revolution
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22:57
Are you a thought leader grappling with how to adapt to the rise of AI? In this episode, The Recognized Authority podcast host Alastair McDermott sits down with co-host Alistair McBride to discus a pivotal shift. They discuss The urgent need for AI literacy among experts and leaders Navigating AI's productivity benefits vs credibility risks Ethical…
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Episode 67: Mapping Your Dream Move with Cha Jones
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55:27
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55:27
Send us a text In this episode of "Wellness in Every Season," host Autumn Carter welcomes Cha Jones, an emotional intelligence coach who brings a unique perspective to living a fulfilling life. Cha, an advocate for designing a "softer life," shares insights into assisting those burnt out from the hustle of life and seeking new paths, whether abroad…
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300 Making Your Dream of Working Fewer Hours Attainable
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27:40
What to think about (and what not to think!) to bring your hours down off the shelf of “wouldn’t that be dreamy” and make what you want a reality. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value y…
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Build Your Authority Platform: Top Advice from 150+ Experts to Build Authority and Become an Industry Leader
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56:44
Are you struggling to establish yourself as an authority in your niche? Discover the proven strategies used by over 150 bestselling authors, thought leaders and industry experts. In this insightful episode of The Recognized Authority podcast, host Alastair McDermott is joined by his friend Alistair McBride to reveal the top advice for building auth…
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Episode 66: Scroll Less, Live More - Mindful Media Use
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30:38
Send us a text In this insightful episode, we dive deep into the world of social media and its intricate impact on our lives. Join us as we explore both the benefits and challenges of digital engagement, from the dopamine-driven allure of notifications to the subtle stress of constant connectivity. We discuss practical strategies for cultivating a …
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Positioning Yourself as the Go-To Expert in Your Niche [Listener Question]
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18:58
Are you struggling to position yourself as an authority in your industry? Do you feel overshadowed by more established peers and competitors? If you want to attract high-value clients and truly showcase your expertise, this episode of The Recognized Authority podcast is a must-listen. Host Alastair McDermott tackles a listener question from Mark, a…
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Episode 65: Strength in Pain - Lauren Rose’s Healing Story
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Send us a text In this episode of our podcast, "Strength in Pain: Lauren Rose's Story of Chronic Pain and Healing," we dive deep into Lauren's transformative journey of healing from chronic pain while navigating the complexities of parenthood. Lauren Rose is a disabled wife and mom living with chronic pain, depression, paralyzing anxiety, and compl…
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