Hector Garcia CPA's Podcast

SAME AS VIDEO FROM YOUTUBE: https://youtu.be/PQIhx7UT5iITimestamps:00:00 Introduction (About the REFRAME/Podcast)00:02:32 "Stress Wisely" - Quick Summary00:35:22 Framestorming "Scopeless"00:50:23 How to implement and price a "Scopeless service"01:02:03 REFRAME news and upcoming eventsADDING THE AUDIO ONLY VERSION HERE TO CROSS PROMOTE

Extracted Audio from a recent workshop: https://youtu.be/fiLUYApuFY4?si=50cbdmPQm2spt7nz And used Google's NotebookLM to generate a podcast This is the SNL skit I mentioned: https://youtu.be/WKLHsJyhTYs

In this episode, we dive into building influence and trust in client relationships with insights from Exactly What to Say author Phil Jones and CPAs Hector and Carlos Garcia. They discuss how accountants can reframe “selling” as “serving,” communicate value beyond price, and move from technical experts to trusted advisors. Learn practical strategies like using “magic words” to guide conversations, setting clear client expectations, and staying curious to strengthen client connections. Perfect for accounting professionals looking to elevate client relationships and communicate with impact. Timeline: Reframe Selling as Serving - (00:00) Articulate Value Beyond Price - (02:27) Transform from Technician to Advisor - (05:15) Curiosity as the Key to Better Relationships - (11:10) Communicate with Precision: The Power of “Magic Words” - (15:18) Set Clear Expectations - (19:51) Leverage Guarantees to Show Commitment - (22:16) Slow Down to Speed Up Results - (31:06) Influence with Integrity: Intentions Matter - (48:29)

Check out Hannah's amazing YouTube Channel: https://youtu.be/sbXbhSATArs Check out REFRAME 2024: https://www.reframe2024.com/

Follow Jasmine: youtube.com/@taxleverage instagram.com/taxleveragejd taxleverage.com

LiveFlow is one of the hottest QBO apps out there, I pick Anita's brain about the pricing of the app, how they think about user feedback & development, and how AI will shape 3rd party reporting apps for QBO Check out www.liveflow.io

Episode 5 of this 8-part webinar/podcast series is the official companion to the ⁠⁠REFRAME2024.com⁠⁠ we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results

Come to Bridging the Gap: https://www.btgconference.com/ Tr-Merit (Randy's Firm): https://tri-merit.com/

Episode 4 of this 8-part webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results

Episode 3 of this 8-part webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results

Episode 2 of this 8-part webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results

Episode 1 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results

Interview with ex-accountant, and now innovation consultant and public speaker about creating content, "being bold", personalized ?AI ChatBots, and other fun topics. Get Shawn's Book "The Bold Ones": https://amzn.to/416qtjt

Original Webinar Slides: https://docs.google.com/presentation/d/1ph0p11YFmTz8A9efnLdpz86N5U0SxgNVg2H7l2XMprs/edit?usp=sharing Ron's Time's Up Club: https://timesupclub.com/

Timestamps 00:00 Introduction 02:16 EDUCATION 09:46 CERTIFICATIONS 17:25 PERSONALITY 22:44 HOW TO MAKE A LIVING 37:17 ARTIFICIAL INTELLIGENCE 45:53 My Journey: from Bookkeeper to Software Developer Links: American Institute of Professional Bookkeepers https://AIPB.org Coursera: Intuit Bookkeeping Professional Certificate: https://www.coursera.org/professional-certificates/intuit-bookkeeping Coursera: Accounting Foundations Graduate Certificate: https://www.coursera.org/certificates/accounting-foundations-uiuc Coursera: Finance/Accounting Specialization: https://www.coursera.org/specializations/finance-accounting Certiport QuickBooks Certified User: https://certiport.pearsonvue.com/Certifications/Intuit/Certifications/Certify/QuickBooks-Certified-User QuickBooks Online ProAdvisor Program https://PROADVISOR.INTUIT.COM My software: RightTool https://rightool.app

Reaction to a John Cleese video from 1991! Original recording: https://www.youtube.com/watch?v=Pb5oIIPO62g Based on this Book: https://amzn.to/3L24ZgQ My conference in "Creative Business Models for Accountants": https://altaccountant.com/creative/

My Conference in Miami: https://altaccountant.com/creative/ Chris Do's BrandLab: ⁠https://thefutur.com/brand-lab Chris' YouTube Channel: https://www.youtube.com/@thefutur

From The Soul of Enterprise: https://www.thesoulofenterprise.com Miami Conference: https://altaccountant.com/creative/ Avocado Video: ⁠https://youtu.be/img2PO4Nkxg

Originally aired via Earmark Media Podcast 08/04/2023 Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Hanging out with Randy Crabtree, CPA from the Unique CPA Podcast and host of the Briding the Gap Conference BTG23RTDISC for $150 off In-Person Chicago Conference ticket

This is the complete recording I did with Jason Staats CPA. He will be taking a piece of this for YouTube and I as well... But via this podcast, you get the whole unedited conversation... Jason's Main Channel: https://www.youtube.com/@jasoncpa Jason Daily Channel: https://www.youtube.com/@JasonCPADaily 00:00 Intro 01:31 Jason Starts asking questions 03:11 Hector's YouTube Channel and why all accountants should be making videos 10:03 Accountant vs. Influencer? 11:38 Personal vs. Corporate Brand 19:19 Leveraging Content in the Firm 27:03 Levering your team 34:23 How to be successful (beyond content) 38:27 The role of AI 51:01 Getting the young ones excited about accounting 54:42 Jason sold his firm 58:23 What must be sacrificed to make big decisions 01:03:14 How to stay in "touch" with the industry as a creator 01:08:41 Managing Information Overload 01:15:22 Learning more about Jason + Conclusion

Excerpt from my AltAccountant program deep dive on Attracting, Hiring, Developing, and Retaining talented employees.  Learn more about my coaching program at www.AltAccountant.com (00:43) For "Solopreneurs" without employees  (04:17) Full-time vs. Part-Time vs. Contractors  (11:57) Types of Candidates that apply  (18:46) The value of "Challenging" your talent  (22:43 The Desired/Ideal candidate fallacy  (29:23) Positioning Statement for attracting talent  (35:18) 8 ways to attract talent (details skipped)  (37:30) Re-branding what you call your collaborators

Interview with Guest Speaker Ron Baker and his new book: Time's Up: The Subscription Business Model for Professional firms. This is an excerpt of my coaching program for accountants: https://www.altaccountant.com

Audio version of webinar ran on 09/16/2022 focused on teaching Value Pricing, introducing the concepts subscription-based business model, how to have "awkward conversations" with out customers to reduce stress. Slides: https://bit.ly/valuepricing2022 Join the AltAccountant Program: https://www.altaccountant.com Coupon: FIRST40  Buy Ron Baker 's Book: Time's Up (Value Pricing 2.0): https://www.thesoulofenterprise.com/timesup Buy Jeb Blount's Book: Selling The Price Increase: https://amzn.to/3DtMuz3

Interview with Blake Oliver CPA about the direction of QuickBooks for small business and mid-market. Get CPE for listening to podcasts! www.EarmarkCPE.com

This is an audio-only version of a class I teach on about choosing your target/niche market (Vertical and Horizontal), drafting your unique positioning statement, and examples of what advisory looks like for specific industries such as Construction or Retail

My QuickBooks Online Wishlist: https://bit.ly/qbowishlist Hannah's (CLARA CFO) YouTube video: https://youtu.be/Y3YB5g75W_o

We talk about niche/specialization

Latest episode of Accountant’s Advice Podcast by Hector Garcia, CPA

The Coveted Consultant with Alzay Calhoun http://www.CovetedConsultant.com/free

Positioning and Strategy for Professionals - Hector Garcia interviews Tim Williams

Implementing a Positioning Strategy (excerpt from The AltAccountant Webinar)

Blair Enns is the Author of Win Without Pitching and Pricing Creativity.  Great books about specialization, positioning and pricing for creative forms; but totally adaptable to accounting and any service or knowledge-based business. Check out Blair's company: https://www.winwithoutpitching.com/ And BUY his BOOK: https://amzn.to/2TXI0rU

Pricing & Authority with Jonathan Stark, from the AltAccountant Podcast

Latest episode of Accountant’s Advice Podcast by Hector Garcia, CPA

If you are interested in learning my journey from the inception of my bookkeeping business in 2008 to getting my CPA license in 2014 and starting my YouTube Channel in 2015, this is an interview I had with Relay Bank

Value Pricing vs. Subscription Model in Accounting w/ Ed Kless and Ron Baker www.thesoulofenterprise.com

CPAs innovating during crisis with Garrett Wagner, CPA

AltAccountant Podcast: Fix This Next with Michael Michalowicz

Some thoughts of encouragement to think about making the best of the current situation we are living 

Questions to ask yourself (and your clients) during this crisis with Ed Kless http://www.thesoulofenterprise.com http://www.patreon.com/TSEO

Discussing in detail with Todd about the role of the CPA in this incredibly fast-paced world and leveraging the "TRUST" that our clients have in the CPA profession to create value that keeps us relevant

With Seth David: "What is the underlying value of hiring a professional?"

We discuss Rich's book on Strategy called: "StrategyMan and the Anti-Strategy Squad" and discuss how to implement strategy in a small business

There is nothing right about Efficiency - more lessons from Ron Baker... And the negative culture of efficiency

Efficiency vs. Effectiveness - Learnings from Ron Baker's Book IMPLEMENTING VALUE PRICING

Rival Goods vs. Non-Rival Goods, and the underrated value of Intellectual Capital

The real value of long term relationships and Trust

"In the real World, Debits do not Equal Credits" - Ron Baker

Redefining the word "Expensive"