Earlier this year, I attended both the Accounting Business Expo in Sydney, Australia and the Omie Summit in São Roque, Brazil. And what I found was that the global accounting industry is so connected, and the challenges that financial professionals...

As cloud-based accounting is adopted, we are subsequently seeing cloud-based applications growing in popularity. But, what are these changes doing to the roles traditionally held by accounting professionals? In this episode of Building Your...

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 with your clients and to help them understand fiscal management. On this...

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. But as they make this push, the question arises of how to train their...

The global trend in accounting is to be focusing on the future. Accountants and bookkeepers have more tools than ever before to provide future driven insights and actionable outcomes for their clients. In this episode we will discuss how real-time...

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 answering your phone?” After calling multiple accounting firms and...

We had such an energized response to the last episode that was filled with coffee puns, so we wanted to bring you another episode that talks about how to make your practice brew-tiful. Let's dive into how to pick a beta client, the...

This special episode will be bringing you a new flavor on advisory, brought to you by Brooke from ProfitSee. We're going to be discussing how fiscal management and advisory services go hand in hand and how you can leverage this information to solve...

On this episode of Building Your Multi-Million Dollar Practice we’re discussing how to charge for your services, how retainer based billing increases the value of your services to your clients, and why hourly billing should be a thing of the past....

On this episode of BYMMDP we're going to tackle the question, "How do you get over the fear of the sale," when it comes to talking to your clients about the services you provide.  Accountants and bookkeepers are not usually in a traditional sales...