AI has been an integral part of my marketing strategy. Discover how I utilize ChatGPT and other tools and learn how you can do it too.

AI has been an integral part of my marketing strategy. Discover how I utilize ChatGPT and other tools and learn how you can do it too.

How Your Firm Can 100% Automate This Marketing Activity

Discover expert tips to unlock freedom &amp; flexibility in your firm. Embrace a dynamic approach for a future of endless possibilities.

Discover expert tips to unlock freedom &amp; flexibility in your firm. Embrace a dynamic approach for a future of endless possibilities.

How to Unlock Freedom & Flexibility in Your Firm

Distractions hinder many firm owners' ability to make a decision on their projects. Learn about how you can stay focused on your goals.

Distractions hinder many firm owners' ability to make a decision on their projects. Learn about how you can stay focused on your goals.

The Most Important Thing to Work on Next at Your Firm

Currently, Future Firm has over 700 members. Learn about the methodologies I applied that allowed me to create a scalable business model.

Currently, Future Firm has over 700 members. Learn about the methodologies I applied that allowed me to create a scalable business model.

How I Created a Hyper-Scalable Professional Services Business

Know about the one marketing strategy you should implement in your firm. Discover the reasons why you need to have it and how.

Know about the one marketing strategy you should implement in your firm. Discover the reasons why you need to have it and how.

Every Firm Should Implement This Marketing Strategy

Take one step closer to building your dream business and enjoying the lifestyle you want by prioritizing what the client wants before you. 

Take one step closer to building your dream business and enjoying the lifestyle you want by prioritizing what the client wants before you.

Your Client is First, You Come Second

Learn about the right questions you have to ask your applicants. By doing so, you'll be able to identify which ones are high-performers. 

Learn about the right questions you have to ask your applicants. By doing so, you'll be able to identify which ones are high-performers.

My Top 3 Interview Questions to Land A-Players (and Why)

AI and the evolving role of human professionals has been a hot topic lately. Learn about what's really important despite the rise of AI apps.

AI and the evolving role of human professionals has been a hot topic lately. Learn about what's really important despite the rise of AI apps.

The Next Trend for Your Firm in an AI World

Do you want to have more time for family and friends? Learn about how you can achieve a 30-hour workweek or less consistently.

Do you want to have more time for family and friends? Learn about how you can achieve a 30-hour workweek or less consistently.

The Key to a 30-Hour (or Less) Workweek

Ensure you have this step included in your recruitment process, and you're one step closer to hiring the best candidates.

Ensure you have this step included in your recruitment process, and you're one step closer to hiring the best candidates.

Don’t Ignore This Step in Your Recruitment

An actionable podcast designed for accounting firm owners and partners. Each episode provides listeners with one-quick actionable lesson or takeaway that will help them scale a systematic firm that improves their lifestyle.

Future Firm Accounting Podcast

Ron Baker

Want to hear about how you can value price in your firm? Look no further than the master himself, Ron Baker. I was lucky enough to speak to Ron about the 8 steps to value pricing along with some cool tips &amp; tricks to use in your own firm.

Want to hear about how you can value price in your firm? Look no further than the master himself, Ron Baker. I was lucky enough to speak to Ron about the 8 steps to value pricing along with some cool tips &amp; tricks to use in your own firm.

#6 - Ron Baker Value Pricing Steps, Tips & Tricks

Remote

ConnectCPA is a remote firm of 26 people that won the Xero Platinum Part of the Year award in North America in 2018. I was curious about how this firm made the transition towards being a distributed team. I had a chance to chat with Mike Pinkus &amp; Lior Zehster, partners at the firm, about some of their tips for other firms other looking to make the transition to managing a remote accounting firm.

ConnectCPA is a remote firm of 26 people that won the Xero Platinum Part of the Year award in North America in 2018. I was curious about how this firm made the transition towards being a distributed team. I had a chance to chat with Mike Pinkus &amp; Lior Zehster, partners at the firm, about some of their tips for other firms other looking to make the transition to managing a remote accounting firm.

#3 - ConnectCPA's Experience Managing a Remote Accounting Firm

What does the Uber of the accounting world look like? Exactly like Taxfyle. I chat with the CEO of Taxfyle and their related product, Worklayer, to see how these tools are helping move accounting firms into the future by easing staffing and by adding instant capacity.

What does the Uber of the accounting world look like? Exactly like Taxfyle. I chat with the CEO of Taxfyle and their related product, Worklayer, to see how these tools are helping move accounting firms into the future by easing staffing and by adding instant capacity.

#9 - Taxfyle & Worklayer: A 2020 Overview

Each and every day we scan through 100, maybe even 1000's, of social media posts. It's to the point where if you're getting involved in social media marketing that it's almost impossible to cut through the noise. If you're interested in social media for accountants and in using it in your firm, fear not. Katie Thomas, CPA has you covered. She has almost 10,000 Instagram followers, a loyal Linkedin audience with super high engagement and a newly started Youtube channel. In this episode she shares her tips &amp; tricks when it comes to social media for accountants and how accountants, bookkeepers &amp; CPA's get up their game and get started.

Each and every day we scan through 100, maybe even 1000's, of social media posts. It's to the point where if you're getting involved in social media marketing that it's almost impossible to cut through the noise. If you're interested in social media for accountants and in using it in your firm, fear not. Katie Thomas, CPA has you covered. She has almost 10,000 Instagram followers, a loyal Linkedin audience with super high engagement and a newly started Youtube channel. In this episode she shares her tips &amp; tricks when it comes to social media for accountants and how accountants, bookkeepers &amp; CPA's get up their game and get started.

#5 - Social Media for Accountants - Awesome Tips & Tricks

Paul Meissner

Wanna hear about the latest accounting trends in the profession? Sure you do! But which ones are real and which ones are fake? I chat with a leading cloud accounting pioneer, Paul Meissner of 5 Ways Group, winner of the 2019 Xero Cloud Champion of the Year award to find out!

Wanna hear about the latest accounting trends in the profession? Sure you do! But which ones are real and which ones are fake? I chat with a leading cloud accounting pioneer, Paul Meissner of 5 Ways Group, winner of the 2019 Xero Cloud Champion of the Year award to find out!

#7 - 5 Accounting Trends Debated w/ Paul Meissner

If you're curious about offering app advisory services, I sit down with the co-founder of App Advisory Plus and Xero platinum firm owner, Will Farnell to learn more. We chat about what these services are, how to scope them and why they're important.

If you're curious about offering app advisory services, I sit down with the co-founder of App Advisory Plus and Xero platinum firm owner, Will Farnell to learn more. We chat about what these services are, how to scope them and why they're important.

App Advisory Services - What, How & Why with Will Farnell

Botkeeper is one of the hottest tech startups in the accounting space. They designed an artificial intelligence based bookkeeping platform paired with accountants to help automate the bookkeeping process for those looking to outsource their bookkeeping (firms &amp; companies alike). I was interested to learn more about exactly how Botkeeper works and how their service has been helping firms who want to scale their bookkeeping services, so I spoke to their CEO, Enrico Palmerino about it. What is Botkeeper? How does it work? What tips does Enrico have for firms before outsourcing and what's on the horizon for automated bookkeeping? Listen to find out.

Botkeeper is one of the hottest tech startups in the accounting space. They designed an artificial intelligence based bookkeeping platform paired with accountants to help automate the bookkeeping process for those looking to outsource their bookkeeping (firms &amp; companies alike). I was interested to learn more about exactly how Botkeeper works and how their service has been helping firms who want to scale their bookkeeping services, so I spoke to their CEO, Enrico Palmerino about it. What is Botkeeper? How does it work? What tips does Enrico have for firms before outsourcing and what's on the horizon for automated bookkeeping? Listen to find out.

#4 - Botkeeper - What is it & How it Works

In this episode, I discuss one simple 3 step process that you can implement in your firm to help you beat the tax busy season this year.

In this episode, I discuss one simple 3 step process that you can implement in your firm to help you beat the tax busy season this year.

Beat Tax Busy Season With This Simple 3 Step Process

Indinero is an accounting tech startup that has raised $10M, has 300+ employees, develops their own proprietary software to deliver their accounting services. Plus, they are actively acquiring other forward-looking accounting firms. I chat with their CEO to talk about what makes Indinero different &amp; some of the firms they're acquiring (plus valuations).

Indinero is an accounting tech startup that has raised $10M, has 300+ employees, develops their own proprietary software to deliver their accounting services. Plus, they are actively acquiring other forward-looking accounting firms. I chat with their CEO to talk about what makes Indinero different &amp; some of the firms they're acquiring (plus valuations).

#8 - Indinero - The Accounting Firm of the Future?

Firms are moving to a remote model due to COVID-19 and fast. Here are 4 ways to keep your culture together as you move to a remote setup.

Firms are moving to a remote model due to COVID-19 and fast. Here are 4 ways to keep your culture together as you move to a remote setup.

4 Ways to Gel Remote Accounting Firm Culture

FreshBooks

Freshbooks is the 2nd largest small business accounting software company in North America and I had a chance to chat with their CEO to talk about what's on the horizon for cloud accounting apps. Recently, Freshbooks received a major investment from JPMorgan Chase and I was curious about the implication on cloud accounting due to this deeper banking relationship, how it may affect your firms and how we might see cloud accounting evolve.

Freshbooks is the 2nd largest small business accounting software company in North America and I had a chance to chat with their CEO to talk about what's on the horizon for cloud accounting apps. Recently, Freshbooks received a major investment from JPMorgan Chase and I was curious about the implication on cloud accounting due to this deeper banking relationship, how it may affect your firms and how we might see cloud accounting evolve.

#2 - The Next Evolution of Cloud Accounting Apps with the CEO of FreshBooks

Backed up in meetings all day long in your firm? Check this episode out to learn about 1 free tool that you can use to eliminate up to 50% of your meetings.

Backed up in meetings all day long in your firm? Check this episode out to learn about 1 free tool that you can use to eliminate up to 50% of your meetings.

How to Reduce up to 50% of Your Meetings With 1 Free Tool

Considering starting your own podcast at your firm? I interview Blake Oliver &amp; David Leary of the Cloud Accounting Podcast to get their tips &amp; tricks.

Considering starting your own podcast at your firm? I interview Blake Oliver &amp; David Leary of the Cloud Accounting Podcast to get their tips &amp; tricks.

The Cloud Accounting Podcast's Tips to Start Your Own Podcast

Looking to drive leads to your firm through your blog? You'll need my 6 keys to blogging success for accountants. If you're interested in submitting questions to be answered on the podcast, head to www.futurefirm.co/podcast to sign up to my newsletter to get access to my personal email.

Looking to drive leads to your firm through your blog? You'll need my 6 keys to blogging success for accountants. If you're interested in submitting questions to be answered on the podcast, head to <a href="http://www.futurefirm.co/podcast" rel="nofollow" target="_blank">www.futurefirm.co/podcast</a> to sign up to my newsletter to get access to my personal email.

Blogging for Accountants: 6 Keys to Success

If you want to implement a new accounting workflow software in your firm, be sure to evaluate it based on 7 key categories.

If you want to implement a new accounting workflow software in your firm, be sure to evaluate it based on 7 key categories.

Accounting Workflow Software: 7 Categories to Evaluate

When the world throw you a curveball, I always like to read to clear up any confusion that I may have. In this episode I run down my pick of the best books for accounting firms to read right now.

When the world throw you a curveball, I always like to read to clear up any confusion that I may have. In this episode I run down my pick of the best books for accounting firms to read right now.

4 Best Books for Accountants to Read Right Now

In this episode I lay out 3 CPA firm marketing strategies that I'm really liking right now given the times that we're in.

In this episode I lay out 3 CPA firm marketing strategies that I'm really liking right now given the times that we're in.

CPA Firm Marketing: 3 Strategies I’m Loving Right Now

If you're still confused about how to arrive at a value price, check out how I do it in 4 quick steps.

If you're still confused about how to arrive at a value price, check out how I do it in 4 quick steps.

Value Pricing Accounting Services: How I Do It in 4 Steps

If you're looking to boost revenues during the COVID-19 crisis, I have the perfect 3 accounting advisory services that you can offer your clients.     

If you're looking to boost revenues during the COVID-19 crisis, I have the perfect 3 accounting advisory services that you can offer your clients.

3 Accounting Advisory Services to Offer During COVID-19

Uberized accounting platforms are hitting the market to help deliver on-demand accounting, tax &amp; bookkeeping services to businesses wanting them. What does this mean for your firm and how can your firm benefit from gig economy accounting?

Uberized accounting platforms are hitting the market to help deliver on-demand accounting, tax &amp; bookkeeping services to businesses wanting them. What does this mean for your firm and how can your firm benefit from gig economy accounting?

How Your Firm Can Benefit From Gig Economy Accounting

The best podcast episodes on parenting. Interviewing experts and talking through common issues surrounding parenting. This topic is filled with important lessons and insights for anyone listening. Add episodes you're interested into your queue below!

OwlTail

Best Parenting Podcasts

The best podcast episodes on global issues affecting everyone. Covering topics such as the #metoo movement, climate change, the impact of technology and some of the biggest global issues facing us right now. For anyone interested in learning more about the world, and some of the issues we're facing, pick an episode below and start listening! Add episodes you're interested into your queue below!