Accounting Marketing Doesn't Suck

By Build Your Firm | Marketing for Accountants and CPAs

Business Management & Marketing

What's Accounting Marketing Doesn't Suck about?

Host Hugh Duffy takes you behind the scenes with successful accountants, CPAs, and industry elites in conversations about growing a more profitable business. The podcast is meant to inspire accountants to embrace marketing and leverage it to accomplish their goals and provide them with more control over their practice and life.

This podcast is created by Build Your Firm.

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069: Growing From $225K to ...

07.19.2020

Gary Shamis, Principal at Winding River Consulting, has had a lifelong career in accounting, growing his father’s accounting firm from $225,000 in revenues to approximately $100 million. He built the 37th largest independent accounting and consulting firm in the nation ...

Accounting Marketing Doesn't Suck episodes:

07.19.2020 069: Growing From $225K to $100M By Focusing on Execution with Gary Shamis Gary Shamis, Principal at Winding River Consulting, has had a lifelong career in accounting, growing his father’s accounting firm from $225,000 in revenues to approximately $100 million. He built the 37th largest independent accounting and consulting firm in the nation ...
04.28.2020 068: A conversation with Allan Koltin Join host Hugh Duffy as he has a conversation with Allan Koltin, CEO of Koltin Consulting Group. Koltin is a nationally recognized speaker and industry analyst. He has appeared on numerous local and national media platforms, spreading his industry expertise. ...
04.14.2020 067: Craft Beer and Local Food with Corey Lord Want to know about the craft beer and local wine and food industries? Then don't miss this episode! Join host Hugh Duffy as he talks with Corey Lord, Lord CPAs. The two discuss how he got started in this unique ...
03.31.2020 066: Look at the Film Industry Tax Credit Business with Irene Waschler Want to know about the tax credit business in the film industry? Then don't miss this episode! Join host Hugh Duffy as he talks with Irene Waschler, Waschler CPA, LLC. The two discuss how she got started in this field. ...
03.17.2020 065: Luke Gheen: Building a Practice From Scratch 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 ...
02.18.2020 064: Detailed Look at the E-Commerce Space with Marilyn Parham Want to know the latest on the E-Commerce space? Then don't miss this episode! Join host Hugh Duffy as he talks with Marilyn Parham, Founder and CEO of The Bottom Line® CPA, about the opportunities and challenges in E-Commerce. Parham ...
02.04.2020 063: Exploring the benefits of AAM with Lauren Clemmer The Association for Accounting Marketing has been around since 1989 when accounting firms could start advertising for their services. Tune in to this episode when host Hugh Duffy talks with outgoing AAM executive director Lauren Clemmer about how the 800-plus ...
01.21.2020 062: In-Depth Look at the Craft Brewery Niche with Maria Pearman Want to know what’s going on in the craft beer industry globally? You won’t want to miss this episode! Join host Hugh Duffy as he talks with Maria Pearman, principal at Perkins & Co. about her experience traveling the world, ...
01.14.2020 061: Growing From $225K to $100M By Focusing on Execution with Gary Shamis Gary Shamis, Principal at Winding River Consulting, has had a lifelong career in accounting, growing his father’s accounting firm from $225,000 in revenues to approximately $100 million. He built the 37th largest independent accounting and consulting firm in the nation ...
01.07.2020 60: AI and Tech Trends in Accounting with Ranica Arrowsmith Are you a small firm practitioner that needs to get up-to-speed on accounting technology trends? You’re not alone. Join us for this episode as Hugh talks with Ranica Arrowsmith, technology editor for Accounting Today. Tune in to find out the ...
12.31.2019 059: Virtual CFO Services for Creative Agencies with Jody Grunden In this episode, host Hugh Duffy talks with Jody Grunden, CEO of Summit CPA, all about how he built his virtual CFO firm from the ground up – and all the decisions involved in that endeavor. From flat fee billing, ...
12.24.2019 058: Talking Key Metrics and Digital Strategy with Jeff Antaya of Plante Moran What’s it like being CMO and partner of a large firm? What metrics do you watch and what resources do you refer to for professional development? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Jeff ...
12.17.2019 057: Encore Episode - Being Mindful in Your Practice with Amy Vetter 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 ...
12.10.2019 056: Uncorking the Wine Industry with Geni Whitehouse Come get a taste of the best in this interview with Geni Whitehouse. Geni is a winery consultant at Brotemarkle, Davis & Co. in Napa Valley and has been an influencer in the accounting profession for many years. In this ...
12.03.2019 055: Thriving in the Cannabis Niche with Zachary Gordon Meet Zach Gordon. He’s the Chair of the Cannabis Industry Committee for the New York State Society of CPAs and is part of the team heading up the cannabis practice at Janover LLC in New York. In this episode, learn ...
11.26.2019 054: The Best Accounting Tech with Blake Oliver How much do you use technology in your firm? Cloud technology is becoming a must-have for many accounting firm owners and chances are, you are already using some sort of cloud-based tool. Get up to speed on some of the ...
11.19.2019 053: Applying Large Firm Marketing Strategies to Small Firms with Brian Falony In this episode of Accounting Marketing Doesn’t Suck, Brian Falony, director of marketing and business development for Brady Ware & Company, shares his perspective on a variety of marketing subjects such as CRM, social media and podcasting. Falony talks to ...
11.12.2019 052: Data on Key Trends in Accounting with Kelly Platt If you’re looking for data about key trends in the accounting profession, you won’t want to miss this episode with Kelly Platt, principal of Inside Public Accounting. Kelly publishes a number of reports on the profession that give CPAs and ...
11.05.2019 051: Why Content Matters for Your Firm with Brian Swanson Why is publishing valuable, relevant content important to your firm’s brand reach and growth? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Brian Swanson of FlashPoint Marketing about why content matters, how your website should ...
10.29.2019 050: A Look Back at the BEST Accounting Marketing Doesn’t Suck Episodes In this milestone episode, we put host Hugh Duffy in the hot seat! Over the last 50 episodes we’ve covered a number of niches, from cannabis to craft beer to divorce to fitness and talked with the accounting profession’s biggest ...
10.22.2019 049: Educating CPAs and Clients About Cannabis Accounting with Katye Maxson-Landis Katye Maxson-Landis is the cannabis accountant’s CPA. She is transparent about her entry into the industry, what she’s learned since she first started taking on cannabis clients and passionate about helping other CPAs get up to speed. Based in Portland, ...
10.15.2019 048: All About Cryptocurrency Taxation with Shehan Chandrasekera Did you know the adoption of blockchain in small businesses is about five to 10 years away? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy catches up with Shehan Chandrasekera, CPA and head of tax strategy at ...
10.08.2019 047: Relationship Building in the Veterinary Niche with Jimmy Bell Have you given yourself permission to create the accounting firm you want, in the way you want to do it? In this episode, host Hugh Duffy talks with Jimmy Bell, founder of JF Bell Group in Idaho Falls, Idaho about ...
10.01.2019 046: How Blockchain, AI, and Cryptocurrency impacts Accountants with Dr. Sean Stein Smith Artificial intelligence. Blockchain. Cryptocurrency. RPA. Chances are, you’ve heard the terms and concepts, but what does it all mean? And what does it all mean for the accounting industry? Host Hugh Duffy talks with Dr. Sean Stein Smith, assistant professor ...
09.24.2019 045: Hospitality Accounting with a Personal Touch - Matthew Hetrick Meet Matt Hetrick, a CPA, founder of Culinary Accountants and owner of several award-winning restaurants in the Washington D.C. area. In this episode of Accounting Marketing Doesn’t Suck, Hugh talks with Matt all about his firm, touching upon how Matt ...
09.17.2019 044: Accounting for the Design Industry Niche with Peter Lang A Blueprint for the Design Niche with Peter Lang. In this episode of Accounting Marketing Doesn’t Suck, join host Hugh Duffy as he talks with Peter Lang, founder of The Designer CPA. Peter works exclusively with interior designers, decorators and ...
09.10.2019 043: Encore Episode - Using Storytelling in Business with Tracey Segarra What’s the best way to nail your next presentation? Start with a story and give your audience a way to connect with you. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Tracey Segarra, director of marketing ...
09.03.2019 042: Pricing in Advance for Your Accounting Firm with Michelle Golden 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 ...
08.27.2019 041: CPA For Craft Beer Breweries with Joshua Lance Craft beer breweries, coffee roasters, and digital agencies – what do they have in common? Joshua Lance, founder and managing director of Lance CPA Group will tell you the similarities in these niches and how he grew his practice around ...
08.20.2019 040: Being an Influencer in the Accounting Profession with Dawn Brolin Dawn Brolin of Powerful Accounting grew her accounting business to $2 million without acquisitions. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Dawn about her firm’s evolution from bookkeeping to fraud and IRS resolution case work, ...
08.13.2019 039: The Fitness CPA with Eric Killian Not all gyms or fitness centers are the same and neither are the CPAs who serve them. Take a deep dive into the fitness industry in this episode of Accounting Marketing Doesn’t Suck and listen to host Hugh Duffy talk ...
08.06.2019 038: The Accountant for Jewelers with Mariel Diaz Mariel Diaz comes from a family of jewelers and worked on both the craft and sales sides, as well as tackled the accounting. While she didn’t set out to start an accounting practice, she now has a virtual firm that ...
07.30.2019 038: Building a Dental Niche in Your Accounting Practice with Bassim Michael Interested in building out a dental niche? In this episode, Bassim Michael, founder, and president of Onlyfordentists.com, talks about how he built out his dental CPA practice and what he’s learned along the way. From using direct marketing in small ...
07.23.2019 037: Entering The Hedge Fund Administration Niche with Gregory Zoraian How does a CPA enter into the fund administration niche and what is involved? Learn firsthand from Greg Zoraian of Sasserath & Zoraian in New York. As director of fund services, Greg provides the CFO function for investment funds all ...
07.16.2019 036: Are You Listening To Your Clients? Digging Deep into Client Experience with Mitch Reno We all think we listen to our clients, but do we? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Mitch Reno, director of client experience at Rehmann about his firm’s road to focusing on the ...
07.02.2019 035: From the Archives - Agribusiness Accounting Blog Generates $2M in Business What’s the best way to build out a successful niche? Follow your passion. Paul Neiffer, CPA, has done just that in the agriculture business by creating and writing the well-known blog, Farm CPA Today. In this episode of Accounting Marketing ...
07.02.2019 034: The CPA for Pro Athletes with Steve Piascik Go behind the scenes and hear what it’s like being a CPA to professional athletes! In this episode of Accounting Marketing Doesn’t Suck, Hugh talks with Steve Piascik about how he built his practice to become the 3rd fastest growing ...
06.25.2019 033: Capitalizing on the Niche of McDonald’s Franchisees with Betsy Storey-Bono Meet Betsy Storey-Bono, she’s the director of Business Development and Marketing at Concannon Miller, and she has helped her firm grow its McDonald’s franchise niche from a handful of local owners to now advising more owners than any other accounting ...
06.18.2019 032: Staying Ahead of Technology with Daniel Burrus What’s the difference between a hard trend and a soft trend? What can accounting firms do to keep themselves relevant in the face of constant, intense change? In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with well-known ...
06.11.2019 031: The Art of Selling Your Firm with Bill Carlino Thinking about selling your firm? Want to know what causes a deal to go sour? Tune into this episode with Bill Carlino of Transition Advisors. Host Hugh Duffy talks with Bill about what areas firms should be focusing on if ...
06.04.2019 030: Being Legal in the Cannabis Niche with Jennifer Domingue We all know the cannabis industry is hot, hot, hot, but what do you need to know if you want to get started in this niche? A lot. Hugh Duffy talks with Jennifer Domingue, an associate attorney with the Cannabis ...
05.28.2019 029: Working in the Cryptocurrency Niche with Pat Larsen Interested in learning more about Cryptocurrency? Need some basic questions answered? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Pat Larsen, co-founder, and CEO of ZenLedger, tax software for cryptocurrency investors. Hear Pat talk about ...
05.21.2019 028: Becoming the Expert in Divorce Accounting, An Interview with Paul Tigner 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 ...
05.14.2019 027: The Recovering CPA with John Garrett 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 ...
05.07.2019 026: Growing With a Highly Specialized Niche with Kevin F. Reilly 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 ...
04.30.2019 025: Being Mindful in Business with Amy Vetter 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 ...
04.23.2019 024: Evolving out of Necessity: An Interview with Craig Browning 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 ...
04.16.2019 023: Gaining Perspectives on Growth with Gale Crosley 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 ...
04.11.2019 022: Building a Brand with Brandon Hall What’s it take to build a seven-figure business early on in your career? A highly specialized niche and a deep understanding of what makes content marketing successful. In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with ...
04.03.2019 021: From the Archives - 'Marketing isn't about a shiny object; it's about execution' What do CPAs and accountants underestimate when it comes to marketing? According to Sarah Johnson Dobek, founder and president of Inovautus Consulting, the answer to that question is social media, in particular, LinkedIn and a “block and tackle” approach to ...

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