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Description
Discover advanced strategies for firms to excel in the dynamic accounting industry with Accountants 2.0.
Each episode connects you with a network of growth-focused professionals, delving into innovative technologies and strategies to boost your professional impact. We're committed to guiding you in enhancing your firm's profitability, team cohesion, and management efficiency. With Accountants 2.0, you're not only adapting to change – you're at the forefront, shaping the future of accounting.
Join us and lead the charge in transforming accounting practices.
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15 Episodes
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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...
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...
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 ...
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...
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...
Are you fully harnessing the power of up-to-date compliance knowledge to elevate your accounting practice? Prepare to be equipped with the essentials as Ted Williamson and Steve Perpich dissect the dynamic realm of compliance and regulations, ensuring you're not just current, but ahead of the curve. We explore the critical need for continuous education in an industry where standing still means falling behind. Discover a treasure trove of resources, from newsletters to tax software updates, th...
Unlock the secrets to expanding your client base and growing your accounting firm as Ted Williamson and I, Steve Perpich, share cutting-edge networking and engagement strategies. Discover how to craft a powerful online persona that instantly boosts your credibility, and learn to target industry-specific events for generating warm leads that set you apart from the competition. With our firsthand experiences and proven tactics, you'll be equipped to refine your elevator pitch and pinpoint your ...
Unlock the secrets of a magnetic online presence for accountants with Ted Williamson’s and Steve Perpich’s sage advice, as we dissect the art and science of effective marketing strategies. Our latest episode is a trove of professional wisdom, where we explore the non-negotiables of a stellar website, compliance standards, and why your web presence requires an expert touch. Ted’s and Steve’s insights reveal the costly risks of ignoring guidelines like ADA, AODA, and WCAG, and the game-changing...
Unlock the secrets to expanding your accounting services without stretching yourself too thin. This treasure trove episode is a must-listen for accountants and bookkeepers aiming to elevate their practice through value-added services like advisory CFO roles. We're peeling back the layers on how to intertwine high-level financial expertise with the meticulous transactional knowledge of different accountants and bookkeepers to create a comprehensive service array for your clients. Whether it's ...
Imagine your most sensitive financial information, like the keys to your personal treasure chest, in the hands of someone you trust—your accountant. Now picture that trust shattered by a cyberattack. As accountants Steve Perpich and Ted Williamson join us, we confront this reality head-on, dissecting cybersecurity's indispensable role in the accounting realm. It's not merely a box to tick; it's a commitment woven into the daily practices of a firm, a testament to the integrity owed to every c...
Uncover the alchemy of transforming your accounting practice with us, Steve Perpich and Ted Williamson of Accountants 2.0, as we delve into the art of process optimization. Your takeaways from this episode will be monumental; expect to learn various aspects of modern accounting practices and the importance of process optimization for scalability. We emphasize the need for efficient processes, especially in the context of scaling a business, and highlight the significance of assessing current ...
Discover how to secure the accounting talent of tomorrow, as Ted Williamson joins us to share his expertise on navigating the complexities of recruitment and retention in the financial sector. We uncover the secrets to finding professionals who excel not only in crunching numbers but also in harnessing cutting-edge accounting technologies and thinking outside the box. With Ted’s guidance, you'll learn how to evaluate your team's current prowess and implement competitive compensation strategie...
Embark on a journey with us as Ted Williamson and Steve Perpich, maestros in the world of accounting, unveil the secrets to adapting your firm's services to the unique needs of your clients. In our lively discussion, we delve into the art of curating core offerings that not only increase efficiency and profitability but also resonate deeply with the specific requirements of diverse client niches. Ted brings to light the ingenious concept of bolt-on services, illustrating the vast potential th...
Unlock the full potential of your accounting firm as Ted Williamson, our president co-host, charts the course for a technological revolution in the accounting world. This episode promises to be a treasure trove of insights into the seismic shift from outdated PC-based software to the vast possibilities of cloud-based solutions. Ted stokes the fire under firms clinging to legacy systems, encouraging a pivotal change to the tools that offer not just luxury, but the lifeblood for firm growth. We...
Recall the last time you left a conference feeling not just informed, but invigorated and connected? That's the energy we're channeling in our very first Accountants 2.0 podcast, where I, Steve Perpich, team up with the president and founder, the one and only Ted Williamson. Together, we're breaking down the barriers of the accounting world, proving that there's more to numbers than meets the eye. It's not all serious faces and calculators; we're here to inject a dose of vibrancy and reveal h...
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