Accountants 2.0

15 Episodes

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Unlock Your Business Potential: Growth Strategies and Exit Planning

2024-06-2530:53

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...

Unlocking Trust: New Age Accounting with Ethics and Sustainability

2024-06-1826:08

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 g...

From Onboarding to Excellence: Feedback Strategies for Accountants and Bookkeepers

2024-06-1124:02

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 ...

Beyond Onboarding - Transform Your Client Relationships, From CRM Mastery to Ethical Integrity

2024-05-2824:04

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 iden...

Navigating the Onboarding Odyssey: Mastering Client Kickoffs & Communication in Accounting

2024-05-2120:47

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 eq...

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