The Sage Thought Leadership Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.
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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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The world's first independent podcast dedicated to business applications. Enterprise Software news, views reviews and interviews for CEOs, CIOs, developers, users and partners.
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In this podcast, VSCPA Chief Operating Officer Maureen Dingus, CAE, talks with leaders in and out of the accounting profession about topics such as innovation, leadership, corporate culture and technology. Transcripts of our podcasts can be found on our website at www.vscpa.com/LeadingForward.
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Art of Value Show - Learn to create happy customers and make more money by discovering value, creating options and starting to price.
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313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless
46:04
46:04
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46:04
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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315 Nine Reasons for CPAs to Disengage Clients
20:42
20:42
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20:42
If you don’t fire client who need to be disengaged or fired, you risk: Getting resentful Reducing work efficiency Not enjoying your work Not enjoying your accounting firm Staff suffering or feeling demoralized Staff leaving Not having capacity for a great client to onboard Lest I sound cold-hearted, I always advocate for letting clients go with int…
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314 How CPAs Can Reduce Overwhelm During Tax Season
12:17
12:17
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12:17
We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure. During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentation despite months of begging and pleading. And then, like clockwork, a slew of clients submit their documents a week before t…
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312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EA
29:10
29:10
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29:10
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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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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310 From Exhausted to Having Her Life Back: Wendy Norman, CPA
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42:14
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42:14
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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309 How to Start Niching When You Don't Know Where to Start
1:11:29
1:11:29
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1:11:29
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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Enterprise Software Podcast Episode 189 - Biz Apps Summit Boom and Customer Counts Zoom
18:39
18:39
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Episode 189 - Biz Apps Summit Boom and Customer Counts Zoom
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308 How CPAs Can Create and Communicate Value
1:00:47
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1:00:47
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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307 Take the shortcut!! With Hector Cantu, EA
23:00
23:00
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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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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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305 Hiring is not the Solution to CPAs Overworking
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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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304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
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39:54
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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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303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project
37:28
37:28
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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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302 Permission to Travel Your Own Path with Shana Cooper, CPA
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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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Enterprise Software Podcast Episode 188 - John Siefert and BizApps Banter
27:45
27:45
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27:45
Episode 188 - John Siefert and BizApps Banter
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301 The Four Factors that Drive CPA Firm Multiples with Todd Steinberg
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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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300 Making Your Dream of Working Fewer Hours Attainable
27:40
27:40
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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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Enterprise Software Podcast Episode 187 - WE MADE IT! A Decade of Discussions
29:29
29:29
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Episode 187 - WE MADE IT! A Decade of Discussions
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299 [Hire Well] Leveraging Near-Shore Talent in Guadalajara with Kristen Keats, CPA
28:29
28:29
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28:29
As part of the [Hire Well] series, I talk with Kristen Keats, founder of founder of Breakaway Bookkeeping & Advising, owner of Sherwood Tax & Accounting, founder and client of Cadencia, about how to use near-shore talent in Guadalajara, Mexico, to build a team that works smoothly together. … Hey CPA firm owner, glad you found the podcast. If you fe…
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298 3 Key Factors Driving Sales Multiples with Brannon Poe, CPA
32:41
32:41
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32:41
I get an update from Brannon Poe, CPA, on the marketplace, what’s driving multiples, and how P/E is impacting the space. We also discuss strategies and considerations for selling to an internal staff member. … 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 clien…
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Enterprise Software Podcast Episode 186 - SYSPRO SaaS and Band-ing Together
27:48
27:48
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27:48
Episode 186 - SYSPRO SaaS and Band-ing Together
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297 9 Common Characteristics of Success
19:58
19:58
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19:58
What’s most important to focus on – and where do you not need to focus – in order to make the most progress toward your goals in your accounting practice? I see nine common characteristics among the accountants who’ve made the most progress. Know what they are so you can use your time wisely and not get pulled away by tempting, shiny objects. … Hey…
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Q & A: Down to 40 Hours CPA Mastermind
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22:40
Wondering if Down to 40 Hours CPA Mastermind is right for you? It might be, if you're a single-owner or partner CPA who wants to work fewer hours without losing revenue. In this short episode, I answer: ✋ Who is it for? (Is it for me?) ✋ How does it work? ✋ What's the time commitment? ✋ What if I'm going on vacation? ✋ Is there a payment plan? ✋ Wh…
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295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
32:55
32:55
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Many CPAs see the value in niching but find it difficult to get started. Sheila Hansen, CPA went from having a wide variety of clients to having a clear, narrow niche with clients whose challenges are consistent. Doing so has helped her standardize and systematize, save time, and increase prices by a factor of five. … Connect with Sheila: Website: …
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294 On CPAs Going Down to 25 Hours
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1:10:12
I used to think I needed more time. If I just had more time, I could solve so many more problems. But thinking that way never solved enough problems to give me more time. Instead, I maintained a status quo of “never having enough time.” You might want more time. More free time. For your health. For your family. To travel. You might think you need m…
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Enterprise Software Podcast Episode 185 - New Newsletter, Tailor-Made Tasklet, and Ed Kless is Leaving Sage
33:51
33:51
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33:51
Episode 185 - New Newsletter, Tailor-Made Tasklet, and Ed Kless is Leaving Sage
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293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
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If you think working only 15 hours per week, taking home almost $200K in Total Owner Benefit, and living stress-free while enjoying your business seems: Insane Impossible The Promised Land Check out Erica Goode, CPA’s playbook for getting it done. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own a…
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