From CPA to AI Tech Innovator and Disrupter with Steve Gelley

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Numbers Don't Lie: Marketing Insights for Accountants

Cajabra

21 episodes

2 days ago

Numbers Don't Lie is hosted by Co-Founders of Cajabra Marketing for Accountants, Janel Sykora and Brad Pinzur. Experts in marketing and sales with a passion for helping accountants sell high value services beyond compliance, Brad and Janel tackle all things sales and marketing for accounting firms. They share their knowledge and expertise as well as interviews with business owner guests who offer insight about what business owners want and are willing pay for when it comes to outsourced CFO, CAS, and business advisory services.

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Marketing

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From CPA to AI Tech Innovator and Disrupter with Steve Gelley

Numbers Don't Lie: Marketing Insights for Accountants

39 minutes 49 seconds

11 months ago

From CPA to AI Tech Innovator and Disrupter with Steve Gelley

We know it's coming...something big and disruptive in the public accounting space that will help firms address the talent shortage + the sheer volume of compliance work.

Both of which often hold them back from focusing more of their time on true advisory work.

Brad and Janel talk with CPA, former firm owner, and "Anti-VC VC" Steve Gelley about marketing to acquire new customers vs acquiring firms to grow the business AND...Steve's new venture, Arrive. Is a new era of CPA firms about to Arrive?

This is an episode you will not want to miss!