Kelley Brubaker's guest appearances

Kelley Brubaker

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

Kites and Strings

OwlTail

Show Summary Welcome to the latest episode of the Grow My Accounting Practice podcast, where we sit down with Kelley Brubaker, a seasoned CPA and owner of Profit Scale Thrive. Kelley shares her journey of being self-employed for almost 20 years and the challenges she faced in providing services she didn't enjoy due to her aversion to sales and rejection. During the episode, Kelley talks about her conversations with Ron Saharyan regarding the "Value Starts with Hello" framework. Implementing this approach gave her newfound confidence while engaging with potential clients, as she had unique and compelling questions that set her apart from other advisors and coaches. Kelley's mindset shift regarding sales calls came after a conversation with fellow PFP Tara Newman, who introduced the concept of "curiosity calls" as an alternative to traditional sales calls. This change in terminology empowered Kelley to approach initial client conversations with a fresh perspective. The podcast delves into how Kelley combined the "Value Starts with Hello" framework with "Curiosity Calls," leading to a powerful and effective approach in client interactions. Kelley also shares her organizational strategy, utilizing the app "Fellow," to create agendas, take private notes, and make to-do lists during meetings. She developed a template agenda that encompasses the entire "Value Starts with Hello" framework, highlighting her favorite questions while leaving room for backup questions. This enables her to conduct thorough research before the call and document critical details directly on the agenda, keeping her notes readily accessible during discussions. Join us in this insightful episode as Kelley Brubaker shares her invaluable experiences, strategies, and transformational approaches to client interactions as a CPA.   Websites: https://www.profitscalethrive.com/ Facebook: https://www.facebook.com/profit.scale.thrive LinkedIn: https://www.linkedin.com/in/kelleybrubakercpa/ YouTube: https://www.youtube.com/@profit.scale.thrive Corporate Partner:  People Process – https://peopleprocesses.com/ 

Show Summary Welcome to the latest episode of the Grow My Accounting Practice podcast, where we sit down with Kelley Brubaker, a seasoned CPA and owner of Profit Scale Thrive. Kelley shares her journey of being self-employed for almost 20 years and the challenges she faced in providing services she didn't enjoy due to her aversion to sales and rejection. During the episode, Kelley talks about her conversations with Ron Saharyan regarding the "Value Starts with Hello" framework. Implementing this approach gave her newfound confidence while engaging with potential clients, as she had unique and compelling questions that set her apart from other advisors and coaches. Kelley's mindset shift regarding sales calls came after a conversation with fellow PFP Tara Newman, who introduced the concept of "curiosity calls" as an alternative to traditional sales calls. This change in terminology empowered Kelley to approach initial client conversations with a fresh perspective. The podcast delves into how Kelley combined the "Value Starts with Hello" framework with "Curiosity Calls," leading to a powerful and effective approach in client interactions. Kelley also shares her organizational strategy, utilizing the app "Fellow," to create agendas, take private notes, and make to-do lists during meetings. She developed a template agenda that encompasses the entire "Value Starts with Hello" framework, highlighting her favorite questions while leaving room for backup questions. This enables her to conduct thorough research before the call and document critical details directly on the agenda, keeping her notes readily accessible during discussions. Join us in this insightful episode as Kelley Brubaker shares her invaluable experiences, strategies, and transformational approaches to client interactions as a CPA. Websites: <a href="https://www.profitscalethrive.com/" rel="nofollow" target="_blank">https://www.profitscalethrive.com/</a> Facebook: <a href="https://www.facebook.com/profit.scale.thrive" rel="nofollow" target="_blank">https://www.facebook.com/profit.scale.thrive</a> LinkedIn: <a href="https://www.linkedin.com/in/kelleybrubakercpa/" rel="nofollow" target="_blank">https://www.linkedin.com/in/kelleybrubakercpa/</a> YouTube: <a href="https://www.youtube.com/@profit.scale.thrive" rel="nofollow" target="_blank">https://www.youtube.com/@profit.scale.thrive</a> Corporate Partner: <ul> <li>People Process – <a href="https://peopleprocesses.com/" rel="nofollow" target="_blank">https://peopleprocesses.com/</a></li> </ul>

Kelley Brubaker: Reframing Sales Calls With Great Success

Truth be told, Kites and Strings has been unfair to accountants,  but we have have made it a point, as per our mission, to appreciate the tensions between different worlds.  So Kites and Strings went looking for somebody who could help us bridge the gap between the arts world and the ordered, numbers world.  Kelley Brubaker bridges that gap and she helps us understand that the gap does not have to be huge and ominousYou see, Kelley Brubaker, is an artsy CPA.  She markets her accounting services to artists. Creativity is in her art and has been for a long time, even though it has gone dorment for a while.  She is now dusting off those parts and getting back into photography and drawing. We’re also gonna hear about how she helps artists create sound business models while remaining true to their vision, and this entails connecting and discussing things that go beyond just numbers. Kelley's website -  https://artsycpa.com/cpaartsy/Kelley's Photography website - https://www.brokenroadimages.com/

Truth be told, Kites and Strings has been unfair to accountants,  but we have have made it a point, as per our mission, to appreciate the tensions between different worlds.  So Kites and Strings went looking for somebody who could help us bridge the gap between the arts world and the ordered, numbers world.  Kelley Brubaker bridges that gap and she helps us understand that the gap does not have to be huge and ominous You see, Kelley Brubaker, is an artsy CPA.  She markets her accounting services to artists. Creativity is in her art and has been for a long time, even though it has gone dorment for a while.  She is now dusting off those parts and getting back into photography and drawing. We’re also gonna hear about how she helps artists create sound business models while remaining true to their vision, and this entails connecting and discussing things that go beyond just numbers. Kelley's website -  <a href="https://artsycpa.com/cpaartsy/" rel="nofollow" target="_blank">https://artsycpa.com/cpaartsy/</a> Kelley's Photography website - <a href="https://www.brokenroadimages.com/" rel="nofollow" target="_blank">https://www.brokenroadimages.com/</a>