Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

CAAShing In New Ideas with Breanne Mode


Listen Later

Today we welcome Breanne Mode on the podcast. Breanne is the Director of Client Accounting and Advisory Services (CAAS) at Cbiz.

After a visit to a QuickBooks Connect conference in San Jose, CA, Breanne decided that her flight back was a networking opportunity, instead of her typical relaxation time. Of course, this happened to be the plane ride where taking out her headphones led to a great opportunity for her and her business.

As she sat next to Greg Landers, Managing Director of Cbiz, they built a business relationship that ultimately led Greg to ask Breanne to be his right hand person. Brennane had built a very foundational practice in the interim with 3 employees and approximately $500k in revenue.

After ironing out some M&A-like details, Brenanne joined the Cbiz team as their Director of CAAS and set the table for our conversation today.

...more
View all episodesView all episodes
Download on the App Store

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBy Jetpack Workflow

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

73 ratings


More shows like Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

View all
Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

588 Listeners

The Amy Porterfield Show by Amy Porterfield

The Amy Porterfield Show

4,583 Listeners

Accounting Best Practices with Steve Bragg by Steve Bragg

Accounting Best Practices with Steve Bragg

257 Listeners

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business by Mike Michalowicz

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

84 Listeners

Accountant's Flight Plan by Brannon Poe; Poe Group Advisors

Accountant's Flight Plan

9 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

335 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

248 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

45 Listeners

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals by Michelle Weinstein  - The Pitch Queen, Sales Strategist

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

86 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

26 Listeners

The Modern CPA Success Show by Summit Virtual CFO by Anders

The Modern CPA Success Show

9 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

28 Listeners

The BetterLife Podcast by Brandon Turner and Cam Cathcart

The BetterLife Podcast

849 Listeners

The Koerner Office - Business Ideas and Small Business Deep Dives with Entrepreneurs by Chris Koerner

The Koerner Office - Business Ideas and Small Business Deep Dives with Entrepreneurs

219 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

58 Listeners