All Episodes

How I Stopped Working Out of My Inbox After 20 Years, with Lori Yearwood, CPA

When Work Gets Easy, with Randy Larkin, CPA

How Simple Systems Saves Suzanne Green, CPA 8–10 Hours a Week

[WIP Series] The Messy Middle of Reshaping a Tax Firm with Michelle Kinnison, CPA

60% Less Clients, Same Money, More Control with Hunter Bracy, CPA

“The Hours Were Killing Me”: What Finally Had to Change, with Suzanne Green, CPA

[WIP Series] From Hourly to Packages with Lori Yearwood, CPA

[WIP Series] 1/3 Fewer Clients, 2x-3x the Prices, and Sundays Off, with Jan Schaffner, EA

From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPA

A Handful of High-Level Clients with Radhika Sundar, CPA

Pick Your Week Tax Season with Holly Sexton, CPA

Pick Your Week Tax Season with Rebecca Warnick, CPA

Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA

How to Stop Emailing Yourself at 3am with Meagan Rutkowski, CPA

84 Hours → 45 Hours: The Software and Systems Combo with Mark Kuca, CPA

No Ads. No Posting. Just SEO for $194K New ARR

The Story Continues: A Brutal Start, an Unexpected Ending with Kathy Hayden, EA

Turns Out, You Don’t Need 1,000 Clients with Melissa Downs, EA

[Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Part 2

[Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Part 1

Way Less Stressed with Holly Sexton, CPA

Pricing Leap: 7x Prices, 2x Work with Laurie Rauk, CPA

Strategy Session with Logan George, CPA

More Free Time, More Confidence, with Melissa Downs, EA

Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EA

Niching into Female-Owned Law Firms with Julie Powell, CPA

Offer One-Time Intensives with Sheila Hansen, CPA

Finding Your Niche with Matt Chiappetta, CPA

Getting Control of Your CPA Firm with Laurie Rauk

Inside CPA Mastermind, with Sheila Hansen

Killer Niche: Farm + Ag CPA with Catherine Ozment

Paid Strategy Sessions and Half-Day Workshops with Erica Goode, CPA

Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau

From Impossible to Exponential Growth: The CPA Mindset with Catherine Ozment

One Year: From Tax Factory to vCFO & Ag CPA with Catherine Ozment

How CPAs Can Use YouTube Videos to Accelerate Growth with Hannah Smolinksi, CPA

From Hourly Billing to Flat Rate for Cares Act Documentation with Erica Goode

Out of Compliance and into Tax-savvy Stock Option Consulting, with Minnie Lau, CPA

Cashflow Forecasting, Niching, and Raising Your Rates with Emily Sandberg

[Coaching] Logic vs Intuition: How to Choose Fulfilling Work, with Erica Goode

[Coaching] How to Move into Advising with Heather Zeitzwolfe of Zeitzwolfe Accounting

Solopreneurship Rocks. With Matt Chiappetta, CPA

When Your Revenue Dries Up Overnight with Minnie Lau, CPA

Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA

Bring the CPA Firm You Envision to Life with Belita Blasingame, CPA

7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EA

From Exhausted to Having Her Life Back: Wendy Norman, CPA

Take the shortcut!! With Hector Cantu, EA

25 Hours for Everyone, Team Included with Rebecca Warnick

From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA

What It Takes to Work 15 Hours per Week with Erica Goode, CPA

4 Pricing Problems Solved with Kathy Hayden, EA

Permission to Stop Being Superhuman with Michael Berry, CPA

Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA

When You Need to Explore, with Rebecca Driscoll, CPA

15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA

130% Revenue Increase While Working Less with Paige Gott

From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA

How to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPA