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

Unlocking the Secrets of Advisory, Niching Down, and Communication w/ Geni Whitehouse


Listen Later

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. 

Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Interesting: 52 Ways Even a Nerd Can Be Heard," discusses the latest trends in her membership base, the importance of niche advisory services, and effective communication strategies. 

Join us as we explore insights into talent acquisition and dive deep into various industry-specific challenges and opportunities.

The listener will learn about the book "How to Make a Boring Subject Interesting" and the author's journey from being a tax professional to finding ways to resonate with clients and deliver value. 

They will also learn about leveraging humor, embracing unique qualities, improving communication skills, transitioning to advisory roles, and addressing challenges in the accounting industry.

...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
Accounting Best Practices with Steve Bragg by Steve Bragg

Accounting Best Practices with Steve Bragg

255 Listeners

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

Accountant's Flight Plan

9 Listeners

Built to Sell Radio by John Warrillow

Built to Sell Radio

212 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

85 Listeners

Talking Tax by Bloomberg Tax

Talking Tax

114 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

340 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

249 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

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

43 Listeners

My First Million by Hubspot Media

My First Million

2,642 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

25 Listeners

The Modern CPA Success Show by Summit Virtual CFO by Anders

The Modern CPA Success Show

9 Listeners

Building the Premier Accounting Firm by Roger Knecht

Building the Premier Accounting Firm

15 Listeners

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

Earmark Podcast | Earn Free Accounting CPE

27 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

54 Listeners