Build A Focused Firm with Hector Garcia, CPA

Apr 12 2023 8 ep. 83 mins 3
Build A Focused Firm with Hector Garcia, CPA Podcast artwork

If you want to build an accounting or bookkeeping firm that gives you joy, you need to stop, and focus. Learn strategies and best practices for practice management and earn FREE CPE while you're at it!

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Positioning

Oct 27 2022 60 mins  
This is where your brand and business strategy meet. Learn how to position your firm to present the greatest value to clients. Then get free CPE for listening by downloading the Earmark CPE app. See the show notes for details.

Business Model

Nov 02 2022 76 mins  
In part two of our miniseries, we'll rethink the traditional accounting firm’s business model and focus on a value-driven business strategy.

Technology

Nov 10 2022 98 mins  
Learn how to leverage cloud systems to manage work and free up time.

Sales Process & Onboarding

Feb 28 2023 91 mins  
In part 4 of our 8-part series, we'll learn how to create a disciplined, consistent process to win and onboard customers.Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, regis

Value Pricing & Offering Guarantees

Mar 17 2023 96 mins  
Align the customer’s desired results with the firm’s interest to maximize profits.-----------------Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, registrations, tax rese

Attracting & Retaining Talent

Mar 17 2023 75 mins  
Learn how to transform your firm into the place accounting and bookkeeping professionals want to join.-----------------Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, registr

Innovation Thought Experiment

Mar 29 2023 73 mins  
We ask the question: "What if Disney started a cloud accounting firm?"-----------------Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, registrations, tax research and automat

Capstone Webinar: "Let's Talk Practice Management"

Apr 12 2023 93 mins  
Hector Garcia summarizes the key takeaways from all seven episodes of this series. Discover the most important things accounting firm owners need to know about positioning, the business model, technology, sales process & onboarding, value pricing & offering guarantees, attracting & retaining talent, and innovation.Thank you to our sponsor, Avalara! Avalara’s award-win