Лучшие подкасты про Bookkeepers (2025)

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Mary Kate Loftus and Robin Mink: Impressia Bank - Profit First Package 37:22

2d ago37:22

37:22

Show Summary: In this episode of the Grow My Accounting Practice Podcast, we are joined by Mary Kate Loftus, President of Impressia Bank, and Robin Mink, a founding member of its Steering Committee, to discuss the exciting ways Impressia Bank is redefining banking for business owners—especially women entrepreneurs. A newly established digital divis…

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Is This the Most Profitable Accounting Firm? w/ Jesse & Tom from FinOptimal 34:27

9h ago34:27

34:27

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Jesse and Tom from FinOptimal, a company that uniquely combines accounting services with innovative QuickBooks applications designed specifically for accountants. The conversation delves into their dual business model, exploring how they balance service and product deve…

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Creating Connections: The Must-Attend Event for Women in Accounting with Erin Pohan 37:17

19d ago37:17

37:17

Alyssa Lang interviews Erin Pohan, Founder of Upkeeping and WAVE - Seattle, on building supportive communities for women in accounting, finance, and entrepreneurship. Alyssa and Erin explore the transformative power of authenticity, organizing impactful industry events, and fostering long-term connections that challenge traditional norms! In this e…

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Debbie Deknight: Why Profitability Means More Than You Think it Does 38:13

12d ago38:13

38:13

Show Summary: In this episode of the Grow My Accounting Practice podcast, Debbie Deknight, founder of Right Way Profits and Bookkeeping and a Profit First Master Certified Coach, dives deep into the true meaning of profitability and why it’s more critical than most business owners realize. She starts by challenging the common perception of profitab…

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Danielle Mulvey: Building Your Dream Team Using The 5-Star Employee Hiring System 40:13

19d ago40:13

40:13

Show Summary: In this episode of Grow My Accounting Practice, Danielle Mulvey shares her 5-Star Employee Hiring System™, a proven method to recruit, hire, and retain top-tier talent. Learn how to identify the right candidates, avoid costly hiring mistakes, and build a dream team that drives profitability and success. If you're ready to transform yo…

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Not Being An 'Order Taker' and Ditching $250/$300 Clients w/ Shannon Weinstein 42:21

14d ago42:21

42:21

In this episode of the Grow Your Firm Podcast, host David Cristello welcomes Shannon Weinstein, the CFO for small businesses transitioning from seven to eight figures and President of Keep What You Earn. Shannon shares her unique approach to hiring, emphasizing the importance of crafting compelling job descriptions that sell the company to prospect…

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Jeremiah Baker: Cyber Security 41:19

26d ago41:19

41:19

Show Summary: In this episode of the Grow My Accounting Practice podcast, Jeremiah Baker—author of Confessions of a Hacker—reveals how he spent the last 17 years ethically hacking into companies’ networks and web applications to identify vulnerabilities before cybercriminals do. He discusses the most common and damaging cyberattacks targeting indiv…

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100th Episode Special: Ask Me Anything About Scaling a Bookkeeping Firm 56:05

28d ago56:05

56:05

In this solo episode, Alyssa Lang covers your top questions for our special 100th episode of the podcast. It includes common challenges and strategies for hiring and team management tailored for bookkeepers and accountants. Alyssa dives into the nuances of capacity planning, proactive hiring processes, and innovative methods like project-based asse…

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Simplify and Track Client Requests with Ease with Brooke Swan 20:46

1M ago20:46

20:46

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on how to efficiently track and manage missing client information. Alyssa and Brooke discuss the practical use of systems like Content Snare and Notion to streamline workflows, maintain clear communication with clients, and prepare for busy season. I…

1
Victor Lopez: FlexPoint: The Preferred Payment Solution for Profit First 37:01

1M ago37:01

37:01

Show Summary: In this episode of the Grow My Accounting Practice podcast, Victor Lopez, CEO of FlexPoint, shares the story behind the creation of this groundbreaking payment solution. Drawing from his extensive experience in the financial industry, Victor discusses the unique insights that inspired FlexPoint, the key challenges it solves for small …

1
From Closing Offices to a Successful Exit in 7 Years w/ Wendy Barlin, CPA 31:07

1M ago31:07

31:07

In this episode of Growing Your Firm, host David Cristello welcomes Wendy Barlin, a consultant specializing in helping professional service firms transition from frustration to freedom. Wendy shares insights from her decade-long experience in building her own remote firm, which she sold in 2021. The conversation delves into the importance of operat…

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How to Streamline Client Onboarding Using Automation with Brooke Swan 41:00

1M ago41:00

41:00

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on client onboarding systems. Alyssa and Brooke chat about the challenges of streamlining onboarding, utilizing tools like Content Snare for efficiency, and reimagining workflows to transform both team dynamics and client experiences! In this episode…

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Episode 307: The Bookkeepers' Podcast LIVE from The Bookkeepers' Summit with Suzannah Whelan of Sinclair Whelan 14:54

1M ago14:54

14:54

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman chat with Suzannah Whelan, founder of Sinclair Whelan Bookkeeping. Suzannah shares her 15-year journey of building a flexible and fulfilling practice in Billericay, Essex, supporting clients ranging from sole traders to limited companies and landlords.Suzannah reflects on her evol…

1
Episode 304: The Bookkeepers' Podcast Live from The Bookkeepers' Summit with Stuart Miller of Xero 21:36

1M ago21:36

21:36

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Stuart Miller, Director of Product Compliance and Industry Engagement at Xero. Stuart shares insights into his unique role, which bridges the gap between regulation, software development, and the needs of bookkeepers and small businesses. The discussion dives into th…

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Episode 303: The Bookkeepers' Podcast LIVE from The Bookkeepers' Summit with Ami Copeland of The ICB 14:48

1M ago14:48

14:48

In this special episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are live at the Bookkeepers Summit, joined by Ami Copeland, CEO of the Institute of Certified Bookkeepers (ICB). Ami shares insights into the evolving world of bookkeeping, the opportunities brought about by technology, and how bookkeepers can shape their own future in thi…

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Episode 306: The Bookkeepers' Podcast LIVE from The Bookkeepers' Summit with Leanda Daddow and Stacey Smith of Celtic Bookkeeping 13:34

1M ago13:34

13:34

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman sit down with Leanda Daddow and Stacey Smith from Celtic Bookkeeping. Leanda and Stacey share their journey of transforming their practice and achieving a work-life balance that aligns with their personal dreams. From a struggling sole proprietorship to a thriving team-based opera…

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Episode 309: The Bookkeepers' Podcast LIVE from The Bookkeepers' Summit with Jo Birtwistle of AccountingWeb 18:43

1M ago18:43

18:43

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Jo Birtwistle, Editorial Director at AccountingWEB. Jo shares insights into her work with AccountingWEB, a leading online platform for the accounting and bookkeeping profession, and her role in shaping the Festival of Accounting and Bookkeeping (FAB). The conversatio…

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Episode 305: The Bookkeepers' Podcast live from The Bookkeepers' Summit with Kate Hayward UK Country Manager Xero 20:51

1M ago20:51

20:51

In this special episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Kate Hayward, UK Country Manager for Xero. Kate shares her inspiring journey from growing up in a family-run business to her leadership role at Xero, where she focuses on empowering accountants, bookkeepers, and small businesses. The discussion covers how dig…

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How to Creating a Stress-Free Holiday Closure for Bookkeepers & Accountants 31:11

1M ago31:11

31:11

In this solo episode, Alyssa Lang dives into the details of holiday closures, offering insight on efficiently managing your bookkeeping or accounting firm during this time of the year. Alyssa explains the importance of prepping your clients, effective implementation of holiday pay policies, and using downtime for strategic planning and personal pro…

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Episode 301: Growing my Bookkeeping Practice with Natalie Allen 28:54

1M ago28:54

28:54

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Natalie Allen, an accountant from their community, to discuss her journey of building a successful bookkeeping practice. Natalie shares how she transitioned from working in her family’s business to pursuing qualifications to the corporate world and eventually becomin…

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Episode 302: How to Take Time Out of Your Bookkeeping Practice 22:36

1M ago22:36

22:36

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman discuss the importance of taking a break from work and creating intentional boundaries during busy periods. As the festive season approaches, they share practical tips for balancing client expectations, family time, and personal wellbeing.Jo and Zoe explore how being self-employed…

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Cara Moeller Poppitt: Personal and Professional Growth Through Mindset and Movement 40:17

2M ago40:17

40:17

Show Summary: In this episode of the Grow My Accounting Practice Podcast, Cara Moeller Poppitt, a top-tier entrepreneur and leadership coach, shares her transformative insights on bridging the gap between mindset and business goals. Cara explains why most professionals fail to achieve the results they desire—because their mindset is misaligned with…

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The Big Opportunity Tax Planners are Leaving on the Table w/ Rory Henry 25:13

1M ago25:13

25:13

In this episode of Growing Your Firm, host David Cristello welcomes Rory Henry, a certified financial planner and behavioral financial advisor. Rory, who is also the director Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of the upcoming book, "Holistic Guide to Wealth Management," discusses the evolving landscape …

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Why You Should Stop Emailing Your Clients To Gather Information & Do This Instead with Brooke Swan 34:05

2M ago34:05

34:05

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on streamlining client communication and boosting efficiency through automation tools like Content Snare. Alyssa and Brooke explore how ditching emails for client interaction can save mental bandwidth, improve client relationships, and enhance busine…

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Elevate Your Year-End Process: Tools, Tips, and Client Expectations 36:22

2M ago36:22

36:22

In this solo episode, Alyssa Lang covers essential year-end strategies for bookkeepers and accountants. Alyssa shares insights on differentiating year-end tasks from month-end obligations, implementing efficient tools like Asana and Content Snare, and setting clear client expectations, ensuring a seamless and successful year-end process! In this ep…

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Accounting Firm Acquired for 11X EBITDA? State of M&A and More w/ Geoff Bruskin 28:58

2M ago28:58

28:58

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Geoff Bruskin, founder and managing partner of White Tiger Connections. They dive into the dynamic landscape of mergers and acquisitions (M&A) within the accounting industry, exploring how recent trends have created a surge in acquisition interest. Geoff discusses the i…

1
Jason Petro & Richard Maxwell: Profit First App 38:55

2M ago38:55

38:55

Show Summary: In this episode of the Grow My Accounting Practice Podcast, Jason Petro and Richard Maxwell take us behind the scenes of the Profit First App. They share insights into how this powerful tool simplifies cash management and helps businesses implement the Profit First methodology seamlessly. Jason and Richard discuss the app's features, …

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Streamlining Client Requests: How Transforming Your Process Can Boost Efficiency and Results with Brooke Swan 44:43

2M ago44:43

44:43

Alyssa Lang and Brooke Swan, Owner of Clarity Bookkeeping & Consulting, chat about changing client management through effective systems like Content Snare. Alyssa and Brooke uncover how this tool transforms the often-overwhelming task of client interactions into a streamlined, stress-free experience, making it a game changer for bookkeeping and acc…

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Building a Seamless Onboarding System for Your Clients 34:29

2M ago34:29

34:29

In this solo episode, Alyssa Lang dives into the critical aspects of client onboarding for bookkeepers and accountants, ensuring efficiency and client satisfaction. Alyssa walks you through the process of mapping out the onboarding journey, utilizing automation tools, and setting timelines that distinguish onboarding from sales or cleanup, setting …

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Tim Moy: Future-Proofing Your Accounting Practice 34:45

2M ago34:45

34:45

Show Summary: In this episode of the Grow My Accounting Practice podcast, Tim Moy, Managing Partner of MBE CPAs, shares valuable insights on Future-Proofing Your Accounting Practice. With the accounting industry undergoing rapid changes in technology, regulations, and client expectations, Tim discusses how firms can adapt their business models, emb…

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Unlocking Hidden Profits: The Secret to Maximizing Client Margins 19:56

2M ago19:56

19:56

In this solo episode, Alyssa Lang covers the world of hidden profit leaks in bookkeeping and accounting firms, offering real strategies and actionable tips to fix inefficiencies and unlock true profitability. Alyssa shares how to implement tech, systems, and automation to scale their practice while also providing insights on using her client profit…

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Episode 300: Repricing Bookkeeping Services and Raising your Fees 21:42

2M ago21:42

21:42

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman discuss the critical topic of repricing—a practice essential for ensuring your bookkeeping business remains profitable despite rising costs. Jo and Zoe share insights from their recent live workshops, where they explored strategies for raising prices, addressing client objections,…

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Episode 299: How To Sell A Bookkeeping Advisory Service Mixdown 32:12

2M ago32:12

32:12

In this episode, Zoe Whitman and Jo Wood chat with Amanda C Watts, founder of the Business Advisor Academy. They discuss how bookkeepers can expand into business advisory services, drawing on their skills to support client growth. Amanda clarifies the difference between financial advice and business advisory, shares steps for bookkeepers looking to…

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Seth Norris: CFO Perspective on Profit First 33:10

2M ago33:10

33:10

Show Summary: In this episode of the Grow My Accounting Practice Podcast, Seth Norris, CPA and former CFO, brings a unique perspective on applying Profit First principles to creative businesses and beyond. Seth dives into the key differences between independent creators and those tied to publishers, the cash flow struggles of seasonal businesses, a…

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Behind the Scenes of a Private Equity Backed Accounting Firm w/Tim Brackney 34:40

2M ago34:40

34:40

In this episode of Growing Your Firm, host David Cristello welcomes Tim Brackney, the Chief Executive Officer of Springline Advisory, a firm backed by private equity. They delve into the philosophy of utilizing talent from small firms to enhance shared services, while also discussing the complexities and nuances of private equity in the industry. T…

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Episode 298: How to Manage Difficult Relationships in bookkeeping 42:25

2M ago42:25

42:25

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman sit down with executive coach Nick Robinson to explore managing difficult relationships in business. With a background in finance and over 25 years as a coach, Nick shares insights on understanding different personalities, setting boundaries, and handling challenging interactions …

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Adding $2M in Accounting Services in 36 months w/ Greg O'Brien CPA, CTS 35:50

2M ago35:50

35:50

In this episode of Growing Your Firm, host David Cristello welcomes back Greg O'Brien, Co-CEO of Anomaly CPA, for an insightful discussion about the evolution of his firm since their last conversation three years ago. They reflect on the growth of Anomaly CPA, including the firm's current headcount and revenue, as well as the strategic decisions ma…

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Nate Hendrikse: Niches & Sales Processes 33:53

3M ago33:53

33:53

Show Summary: In this episode of the Grow My Accounting Practice Podcast, Nate Hendrikse of Navigator Bookkeeping shares insights on the power of niching down, specifically within mental health practices. Nate discusses his effective two-call sales process and his journey to becoming ready for Profit For Professionals, highlighting the importance o…

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Attracting Your Dream Clients: Marketing Strategies That Actually Work 42:38

3M ago42:38

42:38

In this solo episode, Alyssa Lang shares unique marketing strategies to enhance trust and business growth for bookkeepers and accountants. Alyssa shares how to leverage client testimonials, create compelling communication channels, and align marketing tactics with genuine client preferences, ensuring your business is primed for future success! In t…

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