Insights for Advisory Firms featuring Scott Fleszar

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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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All content for Numbers Don't Lie: Marketing Insights for Accountants is the property of Cajabra and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Marketing

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Insights for Advisory Firms featuring Scott Fleszar

Numbers Don't Lie: Marketing Insights for Accountants

32 minutes 24 seconds

11 months ago

Insights for Advisory Firms featuring Scott Fleszar

Janel and Brad welcome special guest, Scott Fleszar, former CEO of SafeSend. As they discuss the evolving landscape of accounting firms, they highlight the challenges firms face in providing high-value advisory services while managing the sheer volume of compliance work.

The discussion also covers the impact of automation and technology on the profession, the importance of effective communication and client engagement, and strategies for differentiating firms in a very crowded and competitive market.

If you're interested in the insights of a CEO who was able to 8X the revenue of the company he led in the public accounting space- this is a must listen!