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Expert Interviews

Insightful strategies and tactics to grow your firm

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Expert Interview Practice Management
Align Your Team around a Common Goal (w/ Kellie Parks, Calmwaters)

Kellie Parks shares from her 12 years experience of running a bookkeeping firm. She covers the specific kinds of goals you need for your firm…

October 13, 2022
Expert Interview Marketing
Work Fewer Hours and Multiply Your Firm’s Revenue (w/ Geraldine Carter)

In this value-packed episode of Firm Founders Live, Geraldine Carter breaks down the how of working less and earning more as an accountant.

September 29, 2022
Expert Interview Marketing
Attract and Serve High-Value Clients (w/ Rory Henry, AFO)

In this chat, Rory Henry shares how you can include wealth management solutions in your offerings to attract HNIs. He also talks about why you…

September 16, 2022
Expert Interview Practice Management
Identify Ideal Clients For Your Accounting Firm (w/ Richard Roppa-Roberts, Roundtable)

In this chat, Richard Roppa-Roberts discusses questions you need to ask yourself and prospects to help you identify ideal clients (and clients you should never…

September 1, 2022
Expert Interview Marketing
Increase Your Rates Without Losing Clients (w/ Loren Fogelman, BSS)

In this chat, Loren Fogleman shares the exact steps she uses to guide her clients so you too can increase your rates without losing clients.…

August 17, 2022
Expert Interview Practice Management
Hiring and Retaining Remote Employees For Your Accounting Firm (w/ Jeremy Calhoon, RobertHalf)

Get the step by step process for hiring and retaining great remote employees for your accounting or bookkeeping firm. As shared by Jeremy Calhoon, Assistant…

August 4, 2022
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