Accounting
Episode 333 | December 9, 2021
Cory Klippsten: Bitcoin and Personal Finance
Show Summary In this episode we talk with Cory Klippsten about the advantages of cryptocurrency over fiat currency and the future of Bitcoin and financial markets. We discuss potential paths...
Episode 267 | August 20, 2020
Lisa Campbell: Profit First Canada
Show Summary Lisa Campbell serves entrepreneurs and small business owners to grow their businesses, PROFITABLY. Now, Lisa is heading Profit First Professionals in Canada and shares her journey since joining...
Episode 264 | August 6, 2020
Stephen Halasnik: A Line of Credit…Just in Case
Show Summary Stephen Halasnik shares his wealth of experience in starting and growing businesses. Stephen discusses the impacts of borrowing for small businesses, PPP loans and alternative financing and business...
Ep. 215 | September 5, 2019
Wealth Strategies with Tom Wheelwright
Show Summary Accountants, Bookkeepers and Coaches have an opportunity to improve their business dramatically by increasing the long term strategy discussions they have with their clients. Don’t look in the...
Ep. 212 | August 15, 2019
Vital Metrics for Your Business with Kim Logsdon
Show Summary There are certain vital metrics that every business depends on: Your business and your clients' businesses, but you’ve got to make sure you pick the right ones. Kim...
Ep. 209 | July 25, 2019
Financial Metrics to Measure with Barry Moltz
Show Summary When it comes to looking at the financials, many small business owners stick their head in the sand. Let's face it. It can be scary. But what you may be...
Ep. 208 | July 18, 2019
Navigating the New Landscape of Bookkeeping with Gabrielle Fontaine
Show Summary Technology is shifting the direction of the bookkeeping and accounting professions. Gabrielle Fontaine joins us to discuss the disruptive changes that bookkeepers and accountants are experiencing, and the...
Ep. 178 | December 20, 2018
Mastering Sales with Michelle Weinstein
Sales calls don't have to be icky or pushy. Let a sales call be your prospect's time to shine and determine if there is a fit for you to be of...
Ep. 177 | December 13, 2018
Streamline Your Business and Enhance Your Efficiency with Adrienne Dorison
this episode, we talk with Adrienne Dorison. We'll discuss the best ways to streamline your business to increase your efficiency and profitability. If your business' growth has plateaued, you may be stuck...
Ep. 176 | December 6, 2018
A Guide to Client Accounting Services with Hitendra Patil
What is Client Accounting Services? It is a holistic approach that goes beyond your typical accounting practices. Hitendra Patil explains more and the impact it can have your business on this...
Ep. 175 | November 29, 2018
Building Relationships with Simone Bachaud
Don't be afraid to have a conversation. Picking up the phone and calling your prospects and clients and taking a vested interest in them beyond the transactions builds a relationship and makes...
Ep. 174 | November 22, 2018
How Operating Procedures Can Drive Your Business Forward with Michael Palmer
this episode, we talk with Michael Palmer. Do you want to grow that six-figure accounting or bookkeeping practice? The key isn't sales, at least not sales alone. The key is standard...