By Little Fish Accounting
4.9
4444 ratings
The podcast currently has 143 episodes available.
Former accountant turned Guideline product manager James von der Lieth breaks down how small accounting firms can offer competitive retirement benefits without breaking the bank. From navigating state mandates to understanding the new Starter 401(k) option, James shares practical insights on implementing and managing retirement plans for both firms and their clients. Learn how modern 401(k) providers are making it easier than ever to offer retirement benefits, plus discover how accounting firms can create new revenue streams by helping clients with their retirement planning needs.
Connect with James!
Guidline - https://www.guideline.com
LinkedIn - https://www.linkedin.com/in/james-von-der-lieth-3450b33b
Connect with Keila!
LinkedIn - www.linkedin.com/in/keilahilltrawick
Website - www.krht.co
Twitter - x.com/littlefishcpa
More About Little Fish Accounting
Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.
Follow Little Fish Accounting at instagram.com/littlefishaccounting
HR expert Kira La Forgia breaks down what small business owners need to know before making their first (or next) hire. From understanding the true costs beyond salary to showcasing company culture authentically, she shares practical insights on building teams that align with your business values and goals. While many entrepreneurs focus solely on finding help, Kira emphasizes the importance of stepping into leadership and creating sustainable systems that support both business growth and employee success.
Connect with Keila!
LinkedIn - www.linkedin.com/in/keilahilltrawick
Website - www.krht.co
Twitter - x.com/littlefishcpa
More About Little Fish Accounting
Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.
Follow Little Fish Accounting at instagram.com/littlefishaccounting
Discover how hiring quality talent can transform your accounting firm's capacity and profitability. This episode explores the long-term benefits of strategic hiring, from increased efficiency to improved client satisfaction. Learn practical tips for attracting top talent, conducting effective interviews, and fostering a culture of continuous growth and development within your team.
Twitter - x.com/littlefishcpa
More About Little Fish Accounting
Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.
Follow Little Fish Accounting at instagram.com/littlefishaccounting
Keila shares insights on how small accounting firms can create compelling benefits packages to attract and retain top talent. She explores core benefits like health insurance and retirement plans, as well as innovative perks such as flexible work arrangements and wellness programs. Keila offers practical advice on assessing team needs, maximizing budgets, and regularly reviewing benefits to ensure they align with company culture and employee values.
Twitter - x.com/littlefishcpa
More About Little Fish Accounting
Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.
Follow Little Fish Accounting at instagram.com/littlefishaccounting
Keila and guest Danielle Johnson, founder of House of MKTG, dive into the world of branding for small businesses. They discuss the signs that indicate it's time to move beyond DIY branding, the unexpected drawbacks of DIY approaches, and the benefits of working with a professional. Danielle shares insights on finding the right branding partner and offers valuable tips for businesses at various stages of growth.
Connect with Keila!
LinkedIn - www.linkedin.com/in/keilahilltrawick
Website - www.krht.co
Twitter - x.com/littlefishcpa
More About Little Fish Accounting
Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.
Follow Little Fish Accounting at instagram.com/littlefishaccounting
Keila delves into the often-overlooked importance of branding and marketing for accounting firm owners. She explains why these elements are crucial for establishing a firm's identity, attracting ideal clients, and standing out in a competitive landscape. The episode offers practical, manageable steps for firm owners to start building their brand and marketing strategy, emphasizing that even small efforts can make a significant difference in a firm's success and sustainability.
RESOURCES:
Learn more about Little Fish’s suite of services and sign up for our newsletter at www.littlefishaccounting.com
Follow Little Fish Accounting at instagram.com/littlefishaccounting
In the fourth installment on boosting firm success, Keila delves into the crucial topic of team management and development. She emphasizes the importance of setting clear expectations, fostering continuous learning, and creating a positive work environment to enhance productivity and employee satisfaction. Keila also shares practical strategies for measuring staff performance, gathering feedback, and aligning team goals with company objectives to build a more efficient and adaptable workforce.
Thank you to our sponsor, Ignition
RESOURCES:
Learn more about Little Fish’s suite of services and sign up for our newsletter at www.littlefishaccounting.com
Follow Little Fish Accounting at instagram.com/littlefishaccounting
Keila welcomes Jennie Moore from Ignition to discuss how their platform is helping accountants streamline operations and improve client engagement. Jennie shares insights on Ignition's key features, including proposal creation, automated payments, and client communication tools. The conversation explores recent product enhancements and how Ignition addresses common pain points for accounting firms, such as scope creep and pricing updates. Keila and Jennie emphasize the importance of leveraging technology to increase efficiency and boost top-line revenue in accounting practices.
Thank you to our sponsor, Ignition
Connect with Keila!
LinkedIn - www.linkedin.com/in/keilahilltrawick
Website - www.krht.co
RESOURCES:
Learn more about Little Fish’s suite of services and sign up for our newsletter at www.littlefishaccounting.com
Follow Little Fish Accounting at instagram.com/littlefishaccounting
In the second installment of a four-part series, Keila focuses on understanding client mix and maintaining strong client relationships as key factors for success in professional service firms. She explores how technology impacts client satisfaction, emphasizing the importance of effective onboarding processes and assessing whether current tools meet both firm and client needs. Keila also discusses strategies for evaluating client fit, gathering feedback, and building stronger relationships, ultimately aiming to enhance transparency and deliver on promised client experiences.
Thank you to our sponsor, Ignition
RESOURCES:
Learn more about Little Fish’s suite of services and sign up for our newsletter at www.littlefishaccounting.com
Follow Little Fish Accounting at instagram.com/littlefishaccounting
In the first of a four-part series, Keila discusses strategies for accounting firm owners to turn the second half of their year into a success. She focuses on financial health as the foundation, covering essential benchmarks like KPIs and strategies to maintain and improve a firm's financial standing. Keila emphasizes the importance of analyzing monthly recurring revenue, churn rates, and client satisfaction scores, while also reviewing profit margins and service packaging. This episode provides valuable insights for professional service firm owners looking to make intentional and focused improvements in their business.
Thank you to our sponsor, Ignition
RESOURCES:
Learn more about Little Fish’s suite of services and sign up for our newsletter at www.littlefishaccounting.com
Follow Little Fish Accounting at instagram.com/littlefishaccounting
The podcast currently has 143 episodes available.
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