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Paul Tigner, founder and president of FairShare Financial in Atlanta, has made a name for himself as a divorce accountant and expert witness in the southeast. Tune into this episode of Accounting Marketing Doesn’t Suck and learn more about why mediation is important for all professionals, how his practice has evolved and why speaking engagements helped him build his brand and reputation. Join us!

Paul Tigner Founder and President of FairShare Financial, P.C | Twitter | LinkedIn 

Paul Tigner is a Certified Public Accountant, Accredited in Business Valuation and Certified in Financial Forensics by the American Institute of CPA’s as well as a Certified Fraud Examiner. Paul is also a Registered Neutral in Georgia for General Civil and Domestic Relations Mediation and Arbitration. He is both a trainer and a practitioner of Collaborative Practice. He has over 30 years of financial analytical experience in legal matters. As founder and president of FairShare Financial, P.C., Atlanta, GA, he provides consulting and expert witness services as well as financial neutral services primarily to law firms and their clients in the areas of forensic accounting, financial valuation and economic damages.

Paul holds memberships in various professional organizations including the American Institute of CPA’s, the Association of Certified Fraud Examiners and the International Association of Collaborative Professionals. He is a past board member of the Collaborative Law Institute of Georgia, past president of the Association of Certified Fraud Examiners-Tampa Bay Chapter and a past member of the Georgia Society of CPA’s Litigation and Dispute Resolution Committee, the Florida Institute of CPA’s Litigation Services Committee and Relations with the FL Bar Committee. Paul is a frequent instructor to CPA societies, bar associations, and educational organizations. He holds a Bachelor’s of Business Administration-Accountancy from Georgia State University.

 

Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us

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Accounting Marketing Doesn't Suck by Build Your Firm | Marketing For Acc.. - 1w ago

How did John Garrett go from conducting audits at a Big Four firm to taking the stage as a stand-up comedian? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with John about his nontraditional career path and how he brings his passion for humor and breaking down professional stereotypes to Corporate America. Listen for tips on how to combat stage fright, how perfectionism can lead to failure and why being yourself is crucial in building relationships with your clients. Join us!

John Garrett The Recovering CPA | Twitter | Facebook 

John Garrett is a nationally recognized corporate comedian and emcee who draws on his condition as a recovering Big Four CPA to deliver messages that hit home with corporate audiences. This professional member of the National Speakers Association is on a mission to strengthen teams. John’s clean, customized performances and observations of everyday Corporate America help teams break down barriers, foster unity, and strengthen bonds. With over 1,900 performances, he consistently gets rave reviews from conference planners and firm leaders alike for his lasting impact on morale and firm culture. Recognizing how consumed people are in their jobs, the hilarity of everyday Corporate America and how humor transforms the morale and camaraderie of those around him, John left his cubicle to perform at corporate events across the country. Since then, John has performed for leading companies ranging from “Big Four” accounting firms to banks to technology companies to professional associations seeking an outside-of-the-box way to engage their audiences.

Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

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When we think about the hospitality industry, hotels and restaurants typically come to mind. But what about golf and country clubs? And is it a viable niche? For PBMares’ Kevin Reilly it certainly is. Kevin works with member-owned and investor-owned clubs and has become nationally known for this highly specialized niche. In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Kevin about how he built his well-known practice (hint, it includes speaking and writing articles), tips on bringing more millennials onto the golf course and why revenue recognition is a huge concern for clubs right now. Join us!

Kevin F. Reilly, J.D., CPA, CGMA Partner, Metro D.C., kreilly@pbmares.com LinkedIn | Twitter | Facebook 

A senior tax authority for PBMares, Kevin Reilly serves as a technical resource to the firm in interpreting and applying tax law to numerous situations related to various industries, including clubs. Recognized as a leading club tax expert in the United States, Kevin served as Director of Club Services and is a past member of the Hospitality Task Force for PKF North America. He also served as chair of the Hospitality Community of Practice. In addition, he is the Executive Treasurer of the National Capital Club Managers Association and a member of the Washington Metropolitan Club Controllers Chapter of the Hospitality Financial and Technology Professionals (HFTP) and served as President of the Chapter. Kevin’s professional memberships include the American Institute of Certified Public Accountants’ (AICPA) Tax Division. His involvement with the AICPA includes being a former member of the Tax Executive Committee, a former Chairman of the Tax Division Communications Committee and a former member of the National Conference of Lawyers and Certified Public Accountants, a joint committee of the American Bar Association and the AICPA. In addition to being active with the AICPA, Kevin is a member of the Virginia Society of Certified Public Accountants, the Federal Bar Association, the District of Columbia Bar Association Tax Section, and the Virginia Bar.

Kevin received a Juris Doctorate from the Washington College of Law at American University in Washington, D.C. and a Bachelor of Science in Accounting from Providence College in Providence, Rhode Island. He is licensed to practice in the District of Columbia, Maryland, Virginia, North Carolina, Georgia, Florida and Texas. In addition, he has also earned the Chartered Global Management Accountant (CGMA) designation.

Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

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Accounting Marketing Doesn't Suck by Build Your Firm | Marketing For Acc.. - 3w ago

Looking to bring more mindfulness into your practice or business? Not sure why it matters? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with CPA, yogi and technologist Amy Vetter about a variety of topics impacting small accounting firms and beyond. From her thoughts on the term “trusted advisor” to why knowing your purpose is crucial in client work, to the impact of AI and machine technology in firms, you won’t want to miss this!

Amy Vetter LinkedIn | Instagram | Twitter | Facebook

Amy Vetter is a CPA, Yogi and Technologist. She is the CEO of The B3 Method Institute, a corporate board member, and a transformative keynote speaker on Business, Balance & Bliss, the mindful use of technology, and the latest technology trends and their impact on financial professionals. Amy has authored two books, including Business, Balance & Bliss®: How the B3 Method Can Transform Your Career and Life. Her second book,  Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, is published by Wiley. It is the CPA and accounting professional’s guide to the future of delivering advisory services to their stakeholders with the rise of technology-driven DIY financial services. Amy has been recognized repeatedly as one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor, and as a “Top 100 Most Influential People in Accounting” by Accounting Today. Amy regularly shares her insights as a contributor to the AICPA’s Journal of Accountancy, Accounting Today, CPA Practice Advisor as well as  Inc.com and Entrepreneur.com. Learn more at www.amyvetter.com and follow @AmyVetterCPA on social media.  

 

Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

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Craig Browning is the Director of Marketing and Personnel at KWC CPAs. Craig is responsible for managing all aspects of the firm's marketing and business development initiatives and recruiting activities. He works closely with niche teams to achieve the goals of the firm's long-term vision by developing a culture of responsive solutions for their clients. He is currently the President of the Association For Accounting Marketing (AAM).

Craig Browning President (2018-2019), Director of Marketing and Personnel, KWC CPAs LinkedIn

 

In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with this year’s president of AAM, Craig Browning. Hear the latest marketing trends from Craig’s perspective, what makes his north Virginia firm unique and the reason why they embrace working remotely.

Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

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Segment or niche? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Gale Crosley, owner of growth consulting firm, Crosley + Company all about small and large firm growth, why it pays to specialize and the glue that holds segments together. In this episode, you’ll learn about what Gale calls “revenue segmentation” and how that can help you build out your specialization, what areas need more CPA-power (hint: crypto consulting and AI consulting) and why it takes three years to gain traction in carving out a niche. Join us!

Gale Crosley Crosley+Company Twitter | LinkedIn | Facebook

 

Gale Crosley, CPA, has received the accounting profession’s “The Advisory Board Hall of Fame.” She was selected one of the 10 Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for 14 years, and one of the Top 100 Most Influential People in Accounting by Accounting Today for 13 years. She consults with mid-market accounting firms, assisting managing partners, to effectively increase their firm’s revenues. She guides them through development of the best strategies to achieve aggressive revenue growth objectives.

Gale’s years of experience features a unique combination as a practicing CPA at Arthur Andersen, PwC, and a local CPA firm. She has also held senior management roles in the cutting edge technology environment with IBM, and several start-up technology companies.

Gale has helped hundreds of large and large-thinking firms, both domestic and international, create high growth cultures, driving revenue from all aspects of the firm.

She is an honors accounting graduate from the University of Akron, Ohio, and winner of the Simonetti Distinguished Business Alumni Award. Gale is a licensed CPA in Ohio and Georgia, a member of the AICPA, the Ohio Society and Georgia Society of CPAs, and is on the Editorial Advisory Board of the Journal of Accountancy.

Her cornerstone book, At the Crossroads, chronicles the challenges and successes of a fictional CPA firm struggling with growth.

 

Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

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Everyone knows that cannabis is hot. If you’re a CPA or an accounting professional interested in getting into the industry, start here. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Naomi Granger and Andrew Hunzicker, co-founders of Dope CFO, a cannabis practice development firm, all about the issues plaguing the industry, why it’s not too late to jump into the niche and the risks involved for CPAs (they are small). Join us!

 

The Dope CFO Twitter | Facebook

Andrew Hunzicker, CPA LinkedIn

Andrew Hunzicker, CPA is an Accounting Expert focused on helping CEOs. Andrew Hunzicker, CPA is President of CFO Bend, currently serving cannabis companies in every vertical, in 4 states. Additionally DOPE CFO teaches Accountants, Bookkeepers, and CPAs how to successfully enter this industry with a complete DIY "accounting practice in a box" training program.

He is an expert in Cannabis startups, CFO services, turnaround strategies, high-growth strategies, capital sourcing, mergers, exits, wealth protection, startups.

He has provided executive leadership and business counsel to companies across many industries including retail, manufacturing, energy, medical/bio, high tech.

Naomi Granger, CPA, MBA LinkedIn

Naomi Granger is an accounting expert focused on helping Cannabis CEOs.

The road to a successful cannabis businesses is full of confusing laws and regulations, steep taxes, and many other unforeseeable roadblocks and hoops to jump through. Cannabis CEOs run into a slew of accounting problems unique to this brand new, partially illegal industry. Growers and dispensaries have an ever-growing list of compliance concerns, banking issues and federal tax limitations.

Naomi helps cannabis CEOs navigate these challenges so they can maximize their cash flow, minimize their tax burden and never worry when the auditors come around (and they will come).

 

 

Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com

 

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Accounting Marketing Doesn't Suck by Build Your Firm | Marketing For Acc.. - 1M ago

In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Michelle Golden, owner of Fore LLC. A business counselor and strategist, as well as a well-known expert marketer, Michelle teaches on a variety of strategic, leadership, pricing, growth and management topics. Tune in to hear Michelle talk about how pricing in advance is different from value-pricing (and why she bristles at that term), why defining the scope of every engagement is critical to pricing in advance, and why pricing for worth always involves an exploration of purpose with clients. Join us!

 

Michelle Golden, CPF

LinkedIn  | Twitter  |  Website

 

Michelle Golden, CPF, is a growth and profitability strategist, and “value pricing” expert. With a strong background in CPA-firm marketing, she honed subspecialties in pricing and positioning. She currently focuses most on educating CPAs and assisting them to implement new pricing models based upon outcomes they affect, advancing them beyond charging for time spent.

What she does best—differently from others—is energize people while she shows them how to do hard stuff. She clarifies the complicated. She sheds new light and instills confidence. She sets you up to make big progress possible.

Michelle is recognized industry-wide for her original ideas and success with practical implementation. Some honors:

  • Ten Most Powerful Women in Accounting by Accounting Today
  • 25 Most Powerful Women in Accounting by CPA Practice Advisor
  • Top 100 Most Influential People in Accounting by Accounting Today
  • Top 25 Thought Leaders in Public Accounting by CPA Practice Advisor
  • Association for Accounting Marketing Hall of Fame

Michelle holds the International Association of Facilitators’ Certified Professional Facilitator (CPF) designation. Her deep knowledge of firm operations and sharp observation skills allow her to grasp a firm’s nuances quickly. She then guides firm owners and their teams toward increased business, improved customer interactions, smoother operations, and stronger cultures.

Since 1994, she’s helped more than 130 firms to grow and become more profitable.

 

Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com

 

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Would you leave a safe and comfortable controller position at a large company to start your own CPA firm? That’s what Luke Gheen, founder of Gheen & Co. in Colorado Springs, did – in his early 30s and without any public accounting experience. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Luke about his decision to strike out on his own, the challenges he faced and how he landed many of his clients because of unsatisfactory service. “There is a such a need in the accounting industry,” he says. “A large majority of clients are coming from a place where they’ve been vastly ignored and marginalized.” Tune in to listen to Luke talk about how marketing played a role in building his firm from the very beginning, why change continues to be a constant driver in managing his practice and how he has created a business that allows him to live a life according to his own rules.

 

Luke Gheen, MBA, CPA, Certified Tax Coach

LinkedIn  | Twitter  | Facebook  | Website

Luke is a long-time resident of Colorado with extensive corporate finance and accounting experience. He graduated with a Bachelor's degree in Business Administration from the University of Colorado in 1999 and received his MBA from the University of Colorado in 2007.

Luke started Gheen & Co., CPA in 2011 to help business owners simplify their accounting, save substantial money in tax, and grow their wealth long-term.

Luke is a member of the American Institute of Certified Public Accountants. He is an avid rower, enjoys reading, and regularly travels to the Finger Lakes region of upstate New York. He relishes spending time with his wife, three sons, daughter, and extended family.

 

Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com

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Differentiation is big in the accounting industry – how do you set your firm and your services apart from the crowd? Dominique Molina has the answer. As founder and president of the American Institute of Certified Tax Planners, an independent, nonprofit corporation which trains and certifies tax professionals in proactive tax planning, Dominique is passionate about providing business owners with this higher level of tax expertise – even though it is not required by the CPA and EA designations. In this episode of Accounting Marketing Doesn’t Suck, Hugh talks with Dominique about why she started the Institute, how she continues to run her own boutique tax practice in San Diego and why providing tax planning is the key to capitalizing on your competitive edge.

 

Guest Bio: Dominique Molina, President, and Founder of the American Institute of Certified Tax Planners

Facebook | Twitter | LinkedIn

Dominique Molina is the President and Founder of the American Institute of Certified Tax Planners. With over 17 years of experience as a Certified Public Accountant (CPA), Dominique has worked with many top business owners and investors using proactive tax planning to help them keep more of what they earn. Dominique is an accomplished keynote speaker, teacher, best-selling author, and mentor to tax professionals across the United States. She began teaching and writing books to make individuals and tax professionals aware of government tax breaks and loopholes that most tax professionals miss. Dominique is best known as the coauthor of six books, most notably Tax Breaks of the Rich and Famous and The Great Tax Escape. Dominique frequently appears in print, television, and radio programs, including CNN Money, and is the host of the popular podcast, Business $ense, a weekly program for business owners and investors. Dominique was named one of the 40 Most Influential Accountants by CPA Practice Advisor Magazine and a recipient of the 2014 Financial Services Champion Award from the SBA.

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