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Ep 27. Fiscal Management of Discreet Manufacturing [podcast]

Oct 8, 2019

To better understand the businesses you advise, you must first know the specific challenges affecting them. There are 7 basic sectors of business that each come with their own...

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Ep 26. 8 Disciplines of Every Business, Part 2 [podcast]

Sep 17, 2019

As accounting professionals' jobs get commoditized and automated with technology, there has been a big shift into advisory services. We all want our business and the businesses...

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Ep 25. 8 Disciplines of Every Business, Part 1 [podcast]

Aug 6, 2019

No matter what types of businesses you work with, there are 8 disciplines that affect every business. In this episode will focus on the 2 most important of the 8 disciplines:...

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Ep 24. Actionable Steps to Advisory [podcast]

Jul 9, 2019

This episode was inspired by some of the things we heard while at Xerocon San Diego in June 2019. A huge topic of the conference was advisory, and Blake Oliver and David Leary...

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Ep 23. Finding Your Path to Your Full Potential [podcast]

Jun 11, 2019

Welcome to another episode of Building Your Multi-Million Dollar Practice. This episode is coming to you from São Paulo, Brazil where we are working with our partners at Omie,...

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Ep 22. Going Beyond Automated Services [podcast]

May 13, 2019

As cloud-based accounting is now being adopted at a fast pace, it follows that other cloud-based applications are growing in popularity. Automated services began with payroll,...

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Ep 21. How to Create More Value When You Can't Create More Time [podcast]

Apr 8, 2019

Growing services revenue is imperative for today’s accounting firms, but it is not an easy change to make. The core of advisory is the ability to have proactive conversations...

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Ep 20. Training Your Team to Provide CFO-Level Services [PODCAST]

Mar 12, 2019

Globally, we’re seeing a trend of many accounting firms making a push towards providing more value-added services to their clients, even during their traditional busy seasons....

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Ep 19. What Automated Reporting Can Do For Your Firm [podcast]

Feb 12, 2019

What’s interesting right now is that, even in the middle of the US Tax Season, more firms are starting to invest in their business clients’ financial success. A change is...

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Ep 18. Who's Answering Your Phone? [podcast]

Jan 8, 2019

Welcome to another episode of “Building your Multi-Million Dollar Business.” James Tobin, the Director of ProfitSee Operations in Australia, joins us today to discuss “Who’s...

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