Future Firm Accounting Podcast

Increase your accounting firm valuation by cluing into what buyers are looking for in a modern accounting firm today.

Online marketing is a hot topic in accounting firms. But before engaging in any marketing, there are 2 critical things to do first.

If you're looking to conduct a high quality accounting discovery call, make sure to avoid these 8 common mistakes.

In this episode, I discuss how your accounting firm can generate passive revenue and the types of models that are at the beginning of the trend curve.

Your sales process is responsible for landing high-quality clients at high prices. If you're looking to set up a sales process or optimize one for your firm, check out this podcast episode that discusses 4 different alternate sales processes for your firm.

Let's kick 2021 off right. Here's 1 process to improve in your firm heading into the new year.

I've learned some big lessons from coaching $1M accounting firms. The big one has to do on the topic of automation. Hear my thoughts.

Using data from the World Economic Forum's 2020 Future of Jobs report, I look into how accountants can remain relevant heading into 2025.

Most think that automation is the key to scale an accounting firm. In some cases though, it's not. How much automation does your firm need?

Learn how to keep clients in your firm and within your ecosystem with these 4 tips on how to create sticky client relationships.

If you're looking to scale your accounting firm, listen to this 6 part formula.

If you run a firm, have you ever considered what enough growth is? What enough money is? What's enough for you to be happy?

We live in an increasingly distracting world. In this recent podcast episode, I share my top 5 techniques for how I stay focused & productive.

There's a new accounting marketing trend out right now and I'm not a huge fan. I state what it is, give my reasons why and what do look at instead.

The future of accounting advisory services may very well extend beyond the general ledger. I analyze this in my recent podcast episode.

If you're looking to set up a modern website for your accounting firm that converts web visitors into leads, check out my 5 tips on the subject.

Escape the hamster wheel of running your firm and design the firm you love by defining what your personal goals are.

When you charge a fixed subscription price for your services, how do you handle all those client questions throughout the year? Do you charge for them? Include then? Where do you draw the line? I'll discuss the options in this episode.

Learn how you can take a few easy steps to keep your virtual firm secure.

This episode gives you 6 free online marketing apps that are interrelated and I discuss how you can use them in your firm to drive business.

In this episode, I talk about an app that I recommend to automate the candidate screening process to help save you loads of time.

Looking for more control and automation around your firm's support function, especially when it comes to emails? Check out this episode on help desk software for your firm.

If you want to implement a new accounting workflow software in your firm, be sure to evaluate it based on 7 key categories.

When the world throw you a curveball, I always like to read to clear up any confusion that I may have. In this episode I run down my pick of the best books for accounting firms to read right now.

In this episode I lay out 3 CPA firm marketing strategies that I'm really liking right now given the times that we're in.

If you're still confused about how to arrive at a value price, check out how I do it in 4 quick steps.

If you're looking to boost revenues during the COVID-19 crisis, I have the perfect 3 accounting advisory services that you can offer your clients.

Uberized accounting platforms are hitting the market to help deliver on-demand accounting, tax & bookkeeping services to businesses wanting them. What does this mean for your firm and how can your firm benefit from gig economy accounting?

Firms are moving to a remote model due to COVID-19 and fast. Here are 4 ways to keep your culture together as you move to a remote setup.

Backed up in meetings all day long in your firm? Check this episode out to learn about 1 free tool that you can use to eliminate up to 50% of your meetings.

In this episode, I discuss one simple 3 step process that you can implement in your firm to help you beat the tax busy season this year.

Looking to drive leads to your firm through your blog? You'll need my 6 keys to blogging success for accountants. If you're interested in submitting questions to be answered on the podcast, head to www.futurefirm.co/podcast to sign up to my newsletter to get access to my personal email.

If you're curious about offering app advisory services, I sit down with the co-founder of App Advisory Plus and Xero platinum firm owner, Will Farnell to learn more. We chat about what these services are, how to scope them and why they're important.

Considering starting your own podcast at your firm? I interview Blake Oliver & David Leary of the Cloud Accounting Podcast to get their tips & tricks.

What does the Uber of the accounting world look like? Exactly like Taxfyle. I chat with the CEO of Taxfyle and their related product, Worklayer, to see how these tools are helping move accounting firms into the future by easing staffing and by adding instant capacity.

Indinero is an accounting tech startup that has raised $10M, has 300+ employees, develops their own proprietary software to deliver their accounting services. Plus, they are actively acquiring other forward-looking accounting firms. I chat with their CEO to talk about what makes Indinero different & some of the firms they're acquiring (plus valuations).

Wanna hear about the latest accounting trends in the profession? Sure you do! But which ones are real and which ones are fake? I chat with a leading cloud accounting pioneer, Paul Meissner of 5 Ways Group, winner of the 2019 Xero Cloud Champion of the Year award to find out!

Want to hear about how you can value price in your firm? Look no further than the master himself, Ron Baker. I was lucky enough to speak to Ron about the 8 steps to value pricing along with some cool tips & tricks to use in your own firm.

Each and every day we scan through 100, maybe even 1000's, of social media posts. It's to the point where if you're getting involved in social media marketing that it's almost impossible to cut through the noise. If you're interested in social media for accountants and in using it in your firm, fear not. Katie Thomas, CPA has you covered. She has almost 10,000 Instagram followers, a loyal Linkedin audience with super high engagement and a newly started Youtube channel. In this episode she shares her tips & tricks when it comes to social media for accountants and how accountants, bookkeepers & CPA's get up their game and get started.

Botkeeper is one of the hottest tech startups in the accounting space. They designed an artificial intelligence based bookkeeping platform paired with accountants to help automate the bookkeeping process for those looking to outsource their bookkeeping (firms & companies alike). I was interested to learn more about exactly how Botkeeper works and how their service has been helping firms who want to scale their bookkeeping services, so I spoke to their CEO, Enrico Palmerino about it. What is Botkeeper? How does it work? What tips does Enrico have for firms before outsourcing and what's on the horizon for automated bookkeeping? Listen to find out.

ConnectCPA is a remote firm of 26 people that won the Xero Platinum Part of the Year award in North America in 2018. I was curious about how this firm made the transition towards being a distributed team. I had a chance to chat with Mike Pinkus & Lior Zehster, partners at the firm, about some of their tips for other firms other looking to make the transition to managing a remote accounting firm.

Freshbooks is the 2nd largest small business accounting software company in North America and I had a chance to chat with their CEO to talk about what's on the horizon for cloud accounting apps. Recently, Freshbooks received a major investment from JPMorgan Chase and I was curious about the implication on cloud accounting due to this deeper banking relationship, how it may affect your firms and how we might see cloud accounting evolve.

Welcome to episode 1 of the Future Firm Accounting Podcast! I'll be sitting down with thought leaders in the accounting space from around the world to hear their stories about innovation in order to help you and your firms see into the future and to help modernize your firms. In this episode, I chat with Kenji Kuramoto and Matthew May, partners at one of the leading clouding firms in the US, Acuity, based out of Atlanta. The firm was named one of the best firms to work for in 2019 and they have a team of over 80 people working fully remotely. Check out their story as to how they got there, how they manage their team and how they keep on innovating.

I sit down with Xero's Country Manager in Canada to learn about the future of cloud accounting in Canada and the trends that he's following that impact firms across the country.