Claim OwnershipHector Garcia CPA's Podcast
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© Hector Garcia, CPA
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All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
68 Episodes
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SAME AS VIDEO FROM YOUTUBE: https://youtu.be/PQIhx7UT5iITimestamps:00:00 Introduction (About the REFRAME/Podcast)00:02:32 "Stress Wisely" - Quick Summary00:35:22 Framestorming "Scopeless"00:50:23 How to implement and price a "Scopeless service"01:02:03 REFRAME news and upcoming eventsADDING THE AUDIO ONLY VERSION HERE TO CROSS PROMOTE
Extracted Audio from a recent workshop:
https://youtu.be/fiLUYApuFY4?si=50cbdmPQm2spt7nz
And used Google's NotebookLM to generate a podcast
This is the SNL skit I mentioned: https://youtu.be/WKLHsJyhTYs
In this episode, we dive into building influence and trust in client relationships with insights from Exactly What to Say author Phil Jones and CPAs Hector and Carlos Garcia. They discuss how accountants can reframe “selling” as “serving,” communicate value beyond price, and move from technical experts to trusted advisors. Learn practical strategies like using “magic words” to guide conversations, setting clear client expectations, and staying curious to strengthen client connections. Perfect for accounting professionals looking to elevate client relationships and communicate with impact.
Timeline:
Reframe Selling as Serving - (00:00)
Articulate Value Beyond Price - (02:27)
Transform from Technician to Advisor - (05:15)
Curiosity as the Key to Better Relationships - (11:10)
Communicate with Precision: The Power of “Magic Words” - (15:18)
Set Clear Expectations - (19:51)
Leverage Guarantees to Show Commitment - (22:16)
Slow Down to Speed Up Results - (31:06)
Influence with Integrity: Intentions Matter - (48:29)
Check out Hannah's amazing YouTube Channel:
https://youtu.be/sbXbhSATArs
Check out REFRAME 2024:
https://www.reframe2024.com/
Follow Jasmine:
youtube.com/@taxleverage
instagram.com/taxleveragejd
taxleverage.com
LiveFlow is one of the hottest QBO apps out there, I pick Anita's brain about the pricing of the app, how they think about user feedback & development, and how AI will shape 3rd party reporting apps for QBO
Check out www.liveflow.io
Episode 5 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024
NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw
Topics that will be covered in this series:
Communications strategy with clients
Communicating your value to command price, standards, and expectations
Negotiating terms, pricing, scope, with new and existing clients
“Magic Words” that get the other person on your side quickly
Fundamental communications skills to transmit your message/ideas to others in an effective matter
The most important communications skill set: self-talk
How to give advice that customers will follow
How to influence the people you do work for and work with to become better people and value your vision (leadership)
How to apply this skills in the real world to get significant results
Come to Bridging the Gap: https://www.btgconference.com/
Tr-Merit (Randy's Firm):
https://tri-merit.com/
Episode 4 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024
NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw
Topics that will be covered in this series:
Communications strategy with clients
Communicating your value to command price, standards, and expectations
Negotiating terms, pricing, scope, with new and existing clients
“Magic Words” that get the other person on your side quickly
Fundamental communications skills to transmit your message/ideas to others in an effective matter
The most important communications skill set: self-talk
How to give advice that customers will follow
How to influence the people you do work for and work with to become better people and value your vision (leadership)
How to apply this skills in the real world to get significant results
Episode 3 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024
Topics that will be covered in this series:
Communications strategy with clients
Communicating your value to command price, standards, and expectations
Negotiating terms, pricing, scope, with new and existing clients
“Magic Words” that get the other person on your side quickly
Fundamental communications skills to transmit your message/ideas to others in an effective matter
The most important communications skill set: self-talk
How to give advice that customers will follow
How to influence the people you do work for and work with to become better people and value your vision (leadership)
How to apply this skills in the real world to get significant results
Episode 2 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024
Topics that will be covered in this series:
Communications strategy with clients
Communicating your value to command price, standards, and expectations
Negotiating terms, pricing, scope, with new and existing clients
“Magic Words” that get the other person on your side quickly
Fundamental communications skills to transmit your message/ideas to others in an effective matter
The most important communications skill set: self-talk
How to give advice that customers will follow
How to influence the people you do work for and work with to become better people and value your vision (leadership)
How to apply this skills in the real world to get significant results
Episode 1 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024
Topics that will be covered in this series:
Communications strategy with clients
Communicating your value to command price, standards, and expectations
Negotiating terms, pricing, scope, with new and existing clients
“Magic Words” that get the other person on your side quickly
Fundamental communications skills to transmit your message/ideas to others in an effective matter
The most important communications skill set: self-talk
How to give advice that customers will follow
How to influence the people you do work for and work with to become better people and value your vision (leadership)
How to apply this skills in the real world to get significant results
Interview with ex-accountant, and now innovation consultant and public speaker about creating content, "being bold", personalized ?AI ChatBots, and other fun topics.
Get Shawn's Book "The Bold Ones":
https://amzn.to/416qtjt
Original Webinar Slides:
https://docs.google.com/presentation/d/1ph0p11YFmTz8A9efnLdpz86N5U0SxgNVg2H7l2XMprs/edit?usp=sharing
Ron's Time's Up Club: https://timesupclub.com/
Timestamps
00:00 Introduction
02:16 EDUCATION
09:46 CERTIFICATIONS
17:25 PERSONALITY
22:44 HOW TO MAKE A LIVING
37:17 ARTIFICIAL INTELLIGENCE
45:53 My Journey: from Bookkeeper to Software Developer
Links:
American Institute of Professional Bookkeepers
https://AIPB.org
Coursera: Intuit Bookkeeping Professional Certificate:
https://www.coursera.org/professional-certificates/intuit-bookkeeping
Coursera: Accounting Foundations Graduate Certificate:
https://www.coursera.org/certificates/accounting-foundations-uiuc
Coursera: Finance/Accounting Specialization:
https://www.coursera.org/specializations/finance-accounting
Certiport QuickBooks Certified User:
https://certiport.pearsonvue.com/Certifications/Intuit/Certifications/Certify/QuickBooks-Certified-User
QuickBooks Online ProAdvisor Program
https://PROADVISOR.INTUIT.COM
My software: RightTool
https://rightool.app
Reaction to a John Cleese video from 1991!
Original recording: https://www.youtube.com/watch?v=Pb5oIIPO62g
Based on this Book: https://amzn.to/3L24ZgQ
My conference in "Creative Business Models for Accountants": https://altaccountant.com/creative/
My Conference in Miami: https://altaccountant.com/creative/
Chris Do's BrandLab: https://thefutur.com/brand-lab
Chris' YouTube Channel: https://www.youtube.com/@thefutur
From The Soul of Enterprise: https://www.thesoulofenterprise.com
Miami Conference: https://altaccountant.com/creative/
Avocado Video: https://youtu.be/img2PO4Nkxg
Originally aired via Earmark Media Podcast 08/04/2023
Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Hanging out with Randy Crabtree, CPA from the Unique CPA Podcast and host of the Briding the Gap Conference
BTG23RTDISC for $150 off In-Person Chicago Conference ticket
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