It’s Going to be Good: Building Your Accounting Firm

We're taking Q4 off from recording new episodes! So, let's unpack what planning + taking this (or any) break actually looks like:Where would one of us, Anna as a CEO and Jill as a COO, even start with planning our out-of-office time?TIP: What do you know that no one else knows?What does it look like to trust our team while one (or the both) of us is out on that well-deserved break?

How can you create a culture where people do their work, do it well, and do it on time? In this episode, we dive into setting high expectations! High expectations go beyond just telling people what to do; they create a culture of accountability, excellence, and purpose. As a firm owner, you set the tone for your team; what you permit, you promote. If you’re not holding yourself t

"Either we're both thrilled to work together or we shouldn't."We believe that sales is designed to establish long-term partnerships rather than just making the sale. It's about partnership over promises. Let’s be real - overpromising only leads to trouble down the line. It’s crucial to be clear about what you can deliver and, just as importantly, what you can’t. Clients will

The goal of sales is not simply to get to the "yes." The goal of sales is to get to the right "yes."Finding and keeping the right fit clients is a game-changer for any company. It means that you get to streamline your processes, because you're only working within your specialty, your clients are well-served, and your team gets to work in their sweet spot - win, win, win! Getting wi

Listen to the last 15 minutes of this episode to hear about an exciting project we've been working on!Learn more HEREThe tools that helped you build your company at the beginning aren't the skills you'll continue needing as you grow and scale. There is a learning curve when you move away from startup mode into a more sophisticated form of leadership. As the leader of an organizatio

It's not enough to aim at having a satisfied customer; what you should be aiming at is a customer who is so overwhelmed by the service they've received that they have to tell everyone about it. Our conversation continues around this idea, which comes from Ken Blanchard's book Raving Fans. Prioritizing creating a great client experience is a long game. It's not just about the imme

It's not enough to aim at having a satisfied customer; what you should be aiming at is a customer who is so overwhelmed by the service they've received that they have to tell everyone about it. For us, that's been a key element to our growth through referrals from both client & referral partners. This idea comes from Ken Blanchard's book Raving Fans. We think this starts with u

Anna and Jill continue their conversation around networking, referrals and doing business in a way that builds trust.Giving and receiving referrals is a huge part of a service-based business. But knowing how to do this isn't necessarily intuitive. Building a referral network is all about relationships, so how you establish interest, build rapport and being able to effectively refer

We genuinely believe that the way you show up in one thing is typically how you show up in most things. This is also what people assume when you run a referral-based business. When it comes to business, your professional reputation matters. This is even more relevant when you're networking with other business owners and leaders.Where you network and with whom is a great starting po

Anna and Jill continue their discussion on Patrick Lencioni's The Ideal Team Player.Humility can look different than we think. Being confident AND knowing there is more to learn is our definition of true humility. It's easy to spot a superiority complex, but harder to see the other end of that spectrum. Being self-deprecating looks like humility, but it can be a very subtle sign of