gear up for growth

katie thomas: how to recruit the best, organically | gear up for growth

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leveraging social media and other digital platforms allows firms to attract talent without relying on traditional job boards or recruiters.

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gear up for growth
with jean caragher
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“you actually have to be a good firm,” katie thomas, cpa, founder and owner of leaders online llc, replies when asked about the factors needed for an organic inbound recruitment strategy to work. “and that may seem obvious, but if you are doing the things that people aren’t attracted to, no, it doesn’t matter how great your marketing team is, they can’t make you stand out if you don’t have leading ideas and leading thoughts of things that you’re doing to change the firm or change the profession and have people actually want to come work with you.”

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 podcasts here

thomas is this week’s guest on gear up for growth, a new show hosted by jean caragher, president of capstone marketing, and powered by 卡塔尔世界杯常规比赛时间. the focus of her recruitment strategy is on how to get more accountants to stay in the profession and realize there are firms that are doing things differently.

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the new value pricing paradigm with david yeghiaian and michelle river | gear up for growth

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a 1,200% gain in billings.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

accountants struggle with moving from the traditional billable hour model because they have concerns about accurately estimating costs, managing expectations, and measuring work in progress. this change requires a shift in mindset and firm-wide accountability, which can be challenging but necessary to remain competitive.

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

david yeghiaian, chief strategy officer for kerberrose, and michelle river, ceo of fore, llc, and developer of advanced pricing methods®, show how pricing impacts profitability, client experience, cross-selling, and firm growth on gear up for growth, with jean caragher, president of capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.

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best people practices for small firms with kristin murray & jennifer wilson | gear up for growth

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kristin murray and jennifer wilson reveal strategies for growth, culture, and staff retention.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“probably no surprise, the greatest challenge to growth in this industry is attracting and retaining talent,” says kristin murray, managing partner of weinstein spira. “without that, there is no growth, and given the landscape of our industry right now, that’s everybody’s biggest challenge. if it’s not, i’d be amazed.”

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more the 卡塔尔世界杯常规比赛时间 broadcast channel

“kristin was the person in her firm who stuck her neck out and took the risk back when she was a tax partner leading the hr and culture initiatives for the firm,”  says jennifer wilson, partner and co-founder of convergence coaching.

murray and wilson reveal their strategies for firm growth, firm culture, and staff retention on gear up for growth, hosted by jean caragher, president of capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.

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the joys of firing bad clients | gear up for growth

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mike sylvester, ryan pulice: ten percent of your clients give you 90 percent of your problems.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

demand for tax services has emboldened cpas to fire clients and to be deliberate about the clients they choose to work with. two practitioners share their strategies for accepting new clients through structured intake forms and firing clients who are not a good fit for their firms on gear up for growth, a new show hosted by jean caragher, president, capstone marketing, and powered by 卡塔尔世界杯常规比赛时间. 

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 podcasts here

what started it for sbs cpa group was firing a large client. “it just took firing 7% of our client base,” says mike sylvester, managing partner, “and realizing that our revenue went up, our staff was happier, our profit went up, and realizing that in this environment, you can easily replace them.”

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tom hood: when your mindset is your biggest problem | gear up for growth

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“identify the critical competencies you need for each practice area in your firm.”

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

investing in learning and development is essential for retaining and attracting staff. developing a curriculum that includes both technical and success skills can help firms address the current talent shortage and prepare their employees for higher-value roles. 

gear up for growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. each episode focuses on a topic crucial for accounting firms aiming for smart growth in today’s competitive landscape.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | and watch for jean caragher’s other show, capstone conversations, with leading growth strategists from the nation’s most dynamic firms, also available on 卡塔尔世界杯常规比赛时间

more gear up for growth: mark koziel: transforming the cpa firm business model | gear up for growth  |. allan koltin: how small firms can thrive against pe-powered competitors | gear up for growth  |  joey havens: how culture makes or breaks your future | gear up for growth

more 卡塔尔世界杯常规比赛时间 podcasts here | more jean caragher here | more capstone conversations

“we’re going to see automation making a big impact on our staff in the near term,” says tom hood, cpa, cgma, citp, executive vice president of business engagement and growth, aicpa, appearing on gear up for growth, a hosted by jean caragher, president, capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.

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joey havens: how culture makes or breaks your future | gear up for growth

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what you think you know about your firm’s culture is probably all wrong.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“it’s probably impossible to have exponential growth without a strong culture,” says joey havens, author of the amazon bestseller, “leading with significance: how to create a magnetic people-first culture,” appearing on gear up for growth, hosted by jean caragher, president, capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.

gear up for growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. each episode focuses on a topic crucial for accounting firms aiming for smart growth in today’s competitive landscape. find more episodes here, including:

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | and watch for jean caragher’s other show, capstone conversations, with leading growth strategists from the nation’s most dynamic firms, also available on 卡塔尔世界杯常规比赛时间

“leaders have to be more intentional about connecting and showing that they care,” havens continues, “and when you do that, then your team members do that with each other, and then they do it with clients, and all of a sudden clients turn into real raving cheerleaders, and all of a sudden this firm has double-digit growth every year.”

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allan koltin: how small firms can thrive against pe-powered competitors | gear up for growth

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how to remain independent when private equity comes knocking.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“more than half of the cpa firms in the country won’t qualify to be part of private equity,” says allan koltin, ceo of koltin consulting, appearing on gear up for growth, a new show hosted by jean caragher, president of capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.

gear up for growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. each episode focuses on a topic crucial for accounting firms aiming for smart growth in today’s competitive landscape.

find more episodes here, including:

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | and watch for jean caragher’s other show, capstone conversations, with leading growth strategists from the nation’s most dynamic firms, also available on 卡塔尔世界杯常规比赛时间

part of the discussion explores the criteria private equity companies look for and the challenges firms may face in qualifying for pe funding. koltin believes that more than half of the cpa firms in the country don’t make enough excess profitability to create earnings before interest, taxes, depreciation, and amortization (ebitda) to calculate an acceptable enterprise value.

“leaders of these firms tell me they’ll go back and get more profitable,” says koltin. “how’s about, let’s stay as an independent firm. let’s put a level of governance in. let’s make the tough decisions we’ve been talking about forever, and let’s really run it like a business. let’s not be a 501(c)(3) anymore. let’s just pretend we’re in business to make money.”

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