How Ravi Patel purchased his accounting firm through Poe Group Advisors.

This was a great meeting of minds on practice management! We had Roger Knecht on the podcast discussing insights from his post secondary course for accounting professionals, Universal Accounting. 

This podcast touched on:

• Opportunities in the profession 
• Service offerings
• Staffing issues and solutions  
• What drives practice value and client retention 
• Improving time management and profits 

In this podcast, Jordan (of Troika) and I dive into what it means to be intentional about marketing as an accounting firm. Jordan takes a thoughtful approach that considers what a firm needs, and what would be most effective which is refreshing when most marketers say more, more, more. 

 We recently had productivity expert, Marcey Rader, on the Accountant’s Flight Plan Podcast to chat with us about managing remote staff, healthy work from home boundaries and how to best work in that pesky email inbox!  

 Rob owns Guardian Financial and Gordian Staffing which places remote staff in Mexico who are fluent in English and college educated in Accounting firms across America. His goal is to help create capacity and lighten the burden of the staffing shortage.  

In this episode we dove into: 

1. How marketing and branding impact your practice 
2. Staffing and retention 
3. Jessica’s possible acquisition (I always love to hear about how people approach acquisitions.)
4. Vacation! (Jessica is the reason we have our book The Unplugged Vacation) 

Susan Bryant, recognized as one of the Top 50 Women in Accounting (Ignition 2021) and firm owner of MB Group in Plano TX, joins us on this episode to discuss staffing, pricing, and client acquisition from an insightful, high level POV. 

You know it's time to go up on fees when you hit a growth plateau. If you are capped out on time and can’t take on new clients to increase revenue, it's time to increase your fees. 

This week we have Loren Fogelman on the podcast. She is a business coach for accountants and gives step-by-step advice for raising fees. Her expertise is in pricing strategies.