Ever wondered why some businesses soar while others stagnate? Join us in this episode of Accountants 2.0 as we unravel this mystery. Our guest, Joe Graci of JOVA Ventures & Advisory, who successfully scaled a business to $100 million in just three years, reveals the secret sauce behind stepping away from daily operations to focus on big-picture growth. Alongside co-host Ted Williamson’s rich anecdotes from the accounting world, we dissect the pivotal metrics and strategies essential for a successful business exit and sustainable growth.
Are you ready to transform your business from a day-to-day grind into a thriving, scalable enterprise? We dive into effective exit planning for small businesses, stressing the critical role of automation and fractional resources in this process. Learn why dedicating more time to sales and marketing can catapult your company from six-figure revenues to multi-million dollar success. Through personal experiences, we illustrate how integrating exit planning into your business strategy not only reshapes your outlook but also sets the stage for a lucrative exit.
Professionalizing your business isn't just a buzzword; it’s a game-changer. Discover why mitigating single points of failure and partnering with third-party firms can ensure business continuity and attract growth capital. Joe’s insights into structured management approaches offer a roadmap to achieving not just professional success, but also personal work-life balance. Don’t miss out on Joe’s wisdom—connect with him on LinkedIn, and stay tuned to Accountants 2.0 for more actionable content!
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Can trust in your financial reporting truly change your client relationships? Join us as we unlock the final steps to becoming a New Age Accountant with a deep dive into sustainable social responsibility and ethics. With Steve Perpich and Ted Williamson leading the conversation, you'll learn how transparent reporting can build unparalleled trust by ensuring every financial detail is clear and accurate. We'll discuss actionable, realistic approaches to reducing carbon emissions and promoting green initiatives, enabling you to contribute to a better world without wading into political controversies. Our conversation also touches upon the importance of social inclusion, advocating for a neutral stance in political matters, and strict adherence to municipal bylaws to foster a responsible and ethical practice.
In this episode, we'll also examine the pivotal role of professional ethics and neutrality in day-to-day business operations. Understand how maintaining a clear boundary between personal beliefs and professional responsibilities can foster smoother, more trustworthy client relationships. Discover the benefits of community engagement through volunteering and event sponsorships, which can significantly enhance your firm's reputation. As we explore cultural diversity, we'll reveal the immense value of international recruitment and its role in countering domestic talent shortages, especially in the accounting industry. By adopting an open-minded, forward-thinking approach, your business can thrive while maintaining high ethical standards and rational decision-making. Tune in to get inspired and prepare for the future of ethical accounting practices.
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Facebook Group "Growth and Operations: Modern Accountants, Bookkeepers, Tax Pros, & Advisor": https://www.facebook.com/groups/accountants2.0
Facebook: https://www.facebook.com/accountants20
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Ever wondered how crucial feedback can pivot your accounting practice towards excellence? Discover the untapped potential of feedback and continuous improvement in our latest episode of Accountants 2.0. You'll walk away with actionable strategies to gather and integrate feedback at every stage of the client relationship, from post-sale to onboarding. Ted and Steve discuss innovative methods like sentiment analysis and varied feedback collection techniques to ensure you gain valuable insights without overwhelming your clients or team. Learn how to strike the perfect balance between gathering essential feedback and avoiding feedback fatigue, so you can elevate both personal and organizational growth.
Team dynamics and communication play a pivotal role in effective feedback mechanisms, and we break this down for you, whether you're in a small team or a larger organization. Steve and Ted explore how open discussions within smaller teams can foster a collaborative environment, while larger teams benefit from structured communication through executive meetings and departmental town halls. The episode also tackles the challenge of using anonymous surveys in close-knit teams and the potential pitfalls of role-based comments. Join us for a deep dive into practical advice and proven strategies to enhance your feedback and communication processes, making your accounting or bookkeeping practice more resilient and client-focused.
Join us and lead the charge in transforming accounting practices:
Facebook Group "Growth and Operations: Modern Accountants, Bookkeepers, Tax Pros, & Advisor": https://www.facebook.com/groups/accountants2.0
Facebook: https://www.facebook.com/accountants20
LinkedIn: https://www.linkedin.com/company/accountants20
Instagram: https://www.instagram.com/accountants2.0
YouTube: www.youtube.com/@Accountants2.0
Ever wondered how a well-implemented CRM system can transform your client relationships from mundane to extraordinary? Join us as Steve Perpich and Ted Williamson take you through the ins and outs of client relationship management and onboarding, revealing strategies that go beyond the basics. Learn how capturing every communication touchpoint and adapting to client changes can enhance satisfaction and retention. Discover the power of proactive advisory services, informed by CRM data, to identify gaps and offer tailored solutions. Plus, find out why tracking referrals and client sentiment is crucial for continuous engagement and acquiring new clients.
But that’s not all—we delve into the art of client appreciation events and maintaining professional integrity. Steve and Ted discuss how structured referral tracking can avoid awkward situations and how different types of appreciation events, from family barbecues to exclusive online seminars, can deepen client bonds. Get tips on navigating the tricky waters of maintaining ethics when clients suggest unethical practices. And don't miss our conversation on effective client communication during busy times and the benefits of engaging with mastermind groups. Ready to elevate your client management game? This episode is packed with insights you can't afford to miss!
Join us and lead the charge in transforming accounting practices:
Facebook Group "Growth and Operations: Modern Accountants, Bookkeepers, Tax Pros, & Advisor": https://www.facebook.com/groups/accountants2.0
Facebook: https://www.facebook.com/accountants20
LinkedIn: https://www.linkedin.com/company/accountants20
Instagram: https://www.instagram.com/accountants2.0
YouTube: www.youtube.com/@Accountants2.0
Embark on a journey through the nuances of client onboarding with Ted Williamson and Steve Perpich. We unravel the art of starting off on the right foot with new clients and why it's a pivotal moment in crafting enduring partnerships. From the welcoming handshake to digital platforms like Financial Cents and Carbon, we dissect the anatomy of an exceptional onboarding experience, while emphasizing the critical importance of safeguarding sensitive data transfers. Our conversation promises to equip you with a blueprint of best practices that not only meet but exceed the modern entrepreneur's expectations, ensuring every new relationship begins with confidence and clarity.
Ted and Steve also dissect the intricate dance of expectations and communication that defines a successful client-accountant relationship. We delve into how to align client understanding with the roadmap ahead, setting the stage for a collaboration rich in commitment and mutual effort. Drawing from a wealth of experience, we share strategies for navigating the mosaic of communication styles dominant in today's business landscape, particularly the text-based preferences of the younger generation. By the end of our discussion, you'll be equipped with the insights necessary to maintain a responsive channel that fosters trust and wards off any inkling of buyer's remorse, fortifying the bedrock of client satisfaction.
Join us and lead the charge in transforming accounting practices:
Facebook Group "Growth and Operations: Modern Accountants, Bookkeepers, Tax Pros, & Advisor": https://www.facebook.com/groups/accountants2.0
Facebook: https://www.facebook.com/accountants20
LinkedIn: https://www.linkedin.com/company/accountants20
Instagram: https://www.instagram.com/accountants2.0
YouTube: www.youtube.com/@Accountants2.0
Are you fully harnessing the power of up-to-date compliance knowledge to elevate your accounting practice? Prepare to be equipped with the essentials as Ted Williamson and Steve Perpich dissect the dynamic realm of compliance and regulations, ensuring you're not just current, but ahead of the curve. We explore the critical need for continuous education in an industry where standing still means falling behind. Discover a treasure trove of resources, from newsletters to tax software updates, that can transform how you advise and protect your clients. Our conversation serves as a roadmap to turning complex regulations into a source of opportunities for your firm.
This episode is a must-listen for accountants and bookkeepers eager to integrate the latest compliance insights seamlessly into their daily operations. We illuminate the path to crafting a robust knowledge library—the gold standard for efficiency and accuracy in financial tasks. With practical insights into the pulse of tax rates and the intricacies of state and international compliance, we empower you to fortify your practice against liabilities. Moreover, Ted shares strategies for distributing this valuable knowledge through client newsletters, positioning you as the go-to expert while fostering a culture of proactive financial engagement. Join us now and redefine your approach to compliance.
Join us and lead the charge in transforming accounting practices:
Facebook Group "Growth and Operations: Modern Accountants, Bookkeepers, Tax Pros, & Advisor": https://www.facebook.com/groups/accountants2.0
Facebook: https://www.facebook.com/accountants20
LinkedIn: https://www.linkedin.com/company/accountants20
Instagram: https://www.instagram.com/accountants2.0
YouTube: www.youtube.com/@Accountants2.0
Unlock the secrets to expanding your client base and growing your accounting firm as Ted Williamson and I, Steve Perpich, share cutting-edge networking and engagement strategies. Discover how to craft a powerful online persona that instantly boosts your credibility, and learn to target industry-specific events for generating warm leads that set you apart from the competition. With our firsthand experiences and proven tactics, you'll be equipped to refine your elevator pitch and pinpoint your unique expertise, unlocking new opportunities and partnerships with potential clients in the accounting landscape.
Step inside the world of selective networking, where the art of building authentic relationships reigns supreme. We'll explore the nuances of professional associations and how to engage without coming on too strong. You'll gain insights into asking the right questions to understand industry challenges, leveraging synergy and integration to build trust, and even the benefits of hosting your own events to display your expertise. Get ready to foster lasting partnerships that go beyond mere transactions and anchor your firm in the bedrock of genuine connections.
Finally, we'll guide you through the maze of niche marketing with strategies that resonate with your target market on a profound level. Cater your message to the short-term interests of your audience, from webinars to exclusive private events, and witness the magic of co-marketing unfold. As you navigate the terrain of new age accounting, take our shared wisdom on balancing immediate income generation with long-term niche development, and set your firm on a trajectory of sustainable growth and success. Join us for an episode brimming with strategies and insights tailored just for the modern accountant.
Join us and lead the charge in transforming accounting practices:
Facebook Group "Growth and Operations: Modern Accountants, Bookkeepers, Tax Pros, & Advisor": https://www.facebook.com/groups/accountants2.0
Facebook: https://www.facebook.com/accountants20
LinkedIn: https://www.linkedin.com/company/accountants20
Instagram: https://www.instagram.com/accountants2.0
YouTube: www.youtube.com/@Accountants2.0
Unlock the secrets of a magnetic online presence for accountants with Ted Williamson’s and Steve Perpich’s sage advice, as we dissect the art and science of effective marketing strategies. Our latest episode is a trove of professional wisdom, where we explore the non-negotiables of a stellar website, compliance standards, and why your web presence requires an expert touch. Ted’s and Steve’s insights reveal the costly risks of ignoring guidelines like ADA, AODA, and WCAG, and the game-changing benefits of professional web design tools.
Engage with us on a tour through the digital landscape, where targeted tools for accountants are the keys to effortless marketing. Ted and Steve share how automation can transform your client review process and why every email you send should strive to add value, not clutter, to your audience's inbox. Discover how strategic community engagement on platforms like LinkedIn and Facebook enhances your professional growth, and why co-hosting events with industry peers could be the smartest move to amplify your online reputation.
As we wrap up our enlightening chat, Ted and Steve delve into the heart of community building, advocating for personalized outreach over cold, impersonal email lists. Learn the art of contributing authentic value to niche groups and the ensuing organic growth that it cultivates. We invite you to continue the conversation across our social media channels, where we're eager to explore more dynamic marketing strategies. Thanks to Ted’s and Steve’s expertise, we hope you're equipped with the inspiration and knowledge to propel your marketing efforts to new heights.
Join us and lead the charge in transforming accounting practices:
Facebook Group "Growth and Operations: Modern Accountants, Bookkeepers, Tax Pros, & Advisor": https://www.facebook.com/groups/accountants2.0
Facebook: https://www.facebook.com/accountants20
LinkedIn: https://www.linkedin.com/company/accountants20
Instagram: https://www.instagram.com/accountants2.0
YouTube: www.youtube.com/@Accountants2.0
Unlock the secrets to expanding your accounting services without stretching yourself too thin. This treasure trove episode is a must-listen for accountants and bookkeepers aiming to elevate their practice through value-added services like advisory CFO roles. We're peeling back the layers on how to intertwine high-level financial expertise with the meticulous transactional knowledge of different accountants and bookkeepers to create a comprehensive service array for your clients. Whether it's understanding the intricacies of financial compliance for industries like landscaping or discussing strategic partnerships, we're here to help you provide exceptional support for your clients' financial journeys.
Dive into the innovative world of white-label services as we reveal how this growth catalyst can benefit those firms looking to grow or scale up. We expose the myriad ways in which accountants and bookkeepers can create new revenue streams by offering outsourced services under their own brand. From generating customized cash flow reports in specialized industries to managing client relationships, you'll learn how to seamlessly integrate these services into your business model. Moreover, the episode sheds light on building communities and forging affiliate relationships, empowering you to stay competitive and solve problems collaboratively while enriching the value delivered to your clients. Don't miss out on these transformative strategies that could redefine how you approach your accounting practice.
Join us and lead the charge in transforming accounting practices:
Facebook Group "Growth and Operations: Modern Accountants, Bookkeepers, Tax Pros, & Advisor": https://www.facebook.com/groups/accountants2.0
Facebook: https://www.facebook.com/accountants20
LinkedIn: https://www.linkedin.com/company/accountants20
Instagram: https://www.instagram.com/accountants2.0
YouTube: www.youtube.com/@Accountants2.0
Now, let's pull back the curtain on the tools that fortify our digital defenses. It's more than just technology; it's adopting a mindset where security audits become as routine as morning coffee for firms of any size. With Steve and Ted's seasoned perspective, we unveil the secrets of managing complex passwords with ease, thanks to managers like 1Password and Bitwarden. We probe the operational hurdles of modern accountancy—sharing access securely, communicating over group emails and VoIP systems—without sacrificing the fortress of cybersecurity for convenience. By the time you've finished listening, you'll be armed with pragmatic strategies that hold the line between accessibility for clients and an unwavering commitment to security. Join us for a masterclass in protecting what's yours, and in doing so, preserving the trust central to the accounting profession.
Join us and lead the charge in transforming accounting practices:
Facebook Group "Growth and Operations: Modern Accountants, Bookkeepers, Tax Pros, & Advisor": https://www.facebook.com/groups/accountants2.0
Facebook: https://www.facebook.com/accountants20
LinkedIn: https://www.linkedin.com/company/accountants20
Instagram: https://www.instagram.com/accountants2.0
YouTube: www.youtube.com/@Accountants2.0
Uncover the alchemy of transforming your accounting practice with us, Steve Perpich and Ted Williamson of Accountants 2.0, as we delve into the art of process optimization. Your takeaways from this episode will be monumental; expect to learn various aspects of modern accounting practices and the importance of process optimization for scalability. We emphasize the need for efficient processes, especially in the context of scaling a business, and highlight the significance of assessing current processes, identifying inefficiencies, and continuously improving standard operating procedures (SOPs) to stay ahead in the dynamic world of finance. The episode is a treasure trove of strategies, cautioning against the dangers of over-reliance on key staff and the significance of being resource-savvy.
Moving forward, we navigate the complexities of scaling your operation without sacrificing the personal touch that defines superior client service. Through seamless communication and strategic succession, your accounting firm can achieve new heights. But why go it alone? We discuss the transformative influence of industry experts, coaching, and models such as Profit First, providing you with a blueprint for exponential growth. We wrap up with an open invitation to our listeners to join the conversation, and share insights, and together, we can all reach new pinnacles of professional success. Your participation isn't just appreciated—it's a cornerstone of our collective journey to redefine New Age Accounting. So tune in, absorb, and let's revolutionize your accounting processes together.
Join us and lead the charge in transforming accounting practices:
Facebook Group "Growth and Operations: Modern Accountants, Bookkeepers, Tax Pros, & Advisor": https://www.facebook.com/groups/accountants2.0
Facebook: https://www.facebook.com/accountants20
LinkedIn: https://www.linkedin.com/company/accountants20
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YouTube: www.youtube.com/@Accountants2.0
Discover how to secure the accounting talent of tomorrow, as Ted Williamson joins us to share his expertise on navigating the complexities of recruitment and retention in the financial sector. We uncover the secrets to finding professionals who excel not only in crunching numbers but also in harnessing cutting-edge accounting technologies and thinking outside the box. With Ted’s guidance, you'll learn how to evaluate your team's current prowess and implement competitive compensation strategies that extend beyond the paycheck, including the allure of remote work and flexible schedules. Tune in for a treasure trove of knowledge on making your firm a magnet for the best and brightest in the business.
As the world adapts to the post-COVID work landscape, the strategies for growing your accounting practice have to be as dynamic as the changes themselves. In this episode, we dissect the role of offshoring, salary benchmarking with tools like PayScale, and the creation of robust HR policies that are crucial for conflict management. By analyzing a real-world case study, we illustrate the pitfalls of inadequate management and underscore the importance of clear job roles in keeping operational costs at bay while promoting sustainable business expansion. Whether you're looking to enhance your team or contemplating the benefits of offshoring, this episode is packed with insights to help you stay ahead of the curve in a competitive industry.
Join us and lead the charge in transforming accounting practices:
Facebook Group "Growth and Operations: Modern Accountants, Bookkeepers, Tax Pros, & Advisor": https://www.facebook.com/groups/accountants2.0
Facebook: https://www.facebook.com/accountants20
LinkedIn: https://www.linkedin.com/company/accountants20
Instagram: https://www.instagram.com/accountants2.0
YouTube: www.youtube.com/@Accountants2.0
Embark on a journey with us as Ted Williamson and Steve Perpich, maestros in the world of accounting, unveil the secrets to adapting your firm's services to the unique needs of your clients. In our lively discussion, we delve into the art of curating core offerings that not only increase efficiency and profitability but also resonate deeply with the specific requirements of diverse client niches. Ted brings to light the ingenious concept of bolt-on services, illustrating the vast potential that lies in forming strategic alliances within the accounting sector. By doing so, firms can vastly diversify their service range and provide clients with an all-encompassing business support system that feels seamless and personalized.
Keep your finger on the pulse of the accounting industry by joining our vibrant community conversation. We're crafting a space where insights flourish and your participation is the catalyst. By connecting with us through our LinkedIn or Facebook groups and tuning into our YouTube channel, you'll be at the forefront of every groundbreaking discussion. We're eager to tackle your questions, share in your experiences, and together, we will navigate the ever-evolving landscape of accounting services. Don't miss this chance to amplify your knowledge and influence the future of client-centric accounting practices.
Join us and lead the charge in transforming accounting practices:
Facebook Group "Growth and Operations: Modern Accountants, Bookkeepers, Tax Pros, & Advisor": https://www.facebook.com/groups/accountants2.0
Facebook: https://www.facebook.com/accountants20
LinkedIn: https://www.linkedin.com/company/accountants20
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YouTube: www.youtube.com/@Accountants2.0
Unlock the full potential of your accounting firm as Ted Williamson, our president co-host, charts the course for a technological revolution in the accounting world. This episode promises to be a treasure trove of insights into the seismic shift from outdated PC-based software to the vast possibilities of cloud-based solutions. Ted stokes the fire under firms clinging to legacy systems, encouraging a pivotal change to the tools that offer not just luxury, but the lifeblood for firm growth. We examine the unparalleled benefits of cloud technology—its ability to scale, streamline operations, and deliver exceptional customer service, all while enhancing security and easier remote management.
As we venture further with Ted, we probe the transformative influence of automation tools and how integral integration has become for small and medium-sized enterprises across the United States and Canada. Witness how platforms like Wagepoint and Countable are not just altering, but fundamentally improving the accounting landscape by fostering strong relationships with accountants and honing in on the needs of smaller clients. This episode is an expedition through the philosophy of embedding ourselves within client operations, transcending basic services to cultivate trust and deliver value that's anything but standard. If you're ready to place technology at the core of a client-centric approach and unlock the agility and service excellence that distinguishes the new age accountant, then you won't want to miss a second of what we're sharing today.
Join us and lead the charge in transforming accounting practices:
Facebook Group "Growth and Operations: Modern Accountants, Bookkeepers, Tax Pros, & Advisor": https://www.facebook.com/groups/accountants2.0
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Recall the last time you left a conference feeling not just informed, but invigorated and connected? That's the energy we're channeling in our very first Accountants 2.0 podcast, where I, Steve Perpich, team up with the president and founder, the one and only Ted Williamson. Together, we're breaking down the barriers of the accounting world, proving that there's more to numbers than meets the eye. It's not all serious faces and calculators; we're here to inject a dose of vibrancy and reveal how accountants can truly love what they do and where they do it.
Imagine networking events so lively they feel like a festival, and industry partnerships that spark as readily as conversations over drinks. That's the vision we're painting for the future of accountancy—a profession where camaraderie thrives and success is as much about the relationships you build as it is about the balance sheets. In our candid chat, we reminisce over some of the most thrilling moments from accounting conferences and discuss the undeniable joy that comes from a career that's as dynamic as you make it. From remote work culture to the excitement of new ventures, join Ted and me as we set out to make the accounting industry not just a necessity, but a hub of opportunity and, dare we say, fun.
Join us and lead the charge in transforming accounting practices:
Facebook Group "Growth and Operations: Modern Accountants, Bookkeepers, Tax Pros, & Advisor": https://www.facebook.com/groups/accountants2.0
Facebook: https://www.facebook.com/accountants20
LinkedIn: https://www.linkedin.com/company/accountants20
Instagram: https://www.instagram.com/accountants2.0
YouTube: www.youtube.com/@Accountants2.0
Unlock Your Business Potential: Growth Strategies and Exit Planning
30:53
Unlocking Trust: New Age Accounting with Ethics and Sustainability
26:08
From Onboarding to Excellence: Feedback Strategies for Accountants and Bookkeepers
24:02
Beyond Onboarding - Transform Your Client Relationships, From CRM Mastery to Ethical Integrity
24:04
Navigating the Onboarding Odyssey: Mastering Client Kickoffs & Communication in Accounting
20:47
Achieving Peak Performance in Accounting with Compliance Mastery
16:48
Growing Your Accounting Firm: Mastering Networking, Engagement, and Niche Marketing!
34:41
Magnetic Marketing Mystique: Unveiling the Art of Online Magnetism for Accountants! - The Accountants 2.0 Podcast
39:01
Maximizing Your Accounting Practice: White-Label Wonders and Advisory Triumphs!
25:48
Cyber-Shield Your Ledger: The Untold Safeguards of Modern Accounting!
19:07
Revolutionizing Your Accounting Firm: Mastering Process Optimization and Scaling with Expertise
22:54
Attracting the Money Maestros: Mastering the Art of Recruiting Top Accounting Talent!
20:52
Unlocking Client-Centric Accounting: Mastering Tailored Services and Strategic Alliances
16:04
Revolutionizing the Ledger: Embracing Cloud Power & Automation in Accounting!
20:15
WTF is Accountants 2.0!?! -The Accountants 2.0 Podcast Premiere
18:13