In this episode, Craig Hausz, a CPA and co-owner of CMH Advisors, shares his journey of starting and growing a successful accounting and advisory firm. We discuss the challenges and strategies involved in firm acquisitions, defining ideal clients, building a strong team culture, and the importance of effective systems and marketing for scaling the business. Craig offers valuable advice and insights for other firm owners looking to break through growth barriers.
Are you trying to grow your bookkeeping business and not sure what works or where to start? Listen at marketing and sales experts for the bookkeeping and accounting space provide practical and actionable tactics and strategies that work. Walk away knowing exactly where to start and what to do next to grow your business with the small business clients you want to serve.
Be sure to register here for our free webinar on 3/13/25 at 2:00 PM ET entitled, "How to Amplify Growth and Get New Clients for Your Bookkeeping Business"!
Also- check out https://www.youtube.com/@Cajabrahttps://www.youtube.com/@Cajabra for 'how to' business building strategies just for bookkeepers!
In this episode of 'Numbers Don't Lie', hosts Brad and Janel welcome Christine Cook, a family law attorney and divorce coach. Christine shares her personal journey through divorce, which inspired her to help others navigate the emotional and legal complexities of divorce. The conversation explores the importance of early support, the shift from traditional legal representation to coaching, and practical advice for those facing divorce. The conversation also touches on what professionals like Christine find value in when it comes to the relationship with their accountant.To contact Christine, you can find her on her website at www.divorcingwell.com as well as on Instagram @divorcingwell and on TikTok @divorcing_well.
In this super short episode, Janel and Brad reveal a new AI Employee they recently rolled out for a Managing Partner in a small firm. Listen here for what "George" does now, and what he will learn to do as he gets smarter.
Janel and Brad discuss the newly released book by Blair Enns called The Four Conversations and why it is a "must read" for any accountant who wants to be seen as an investment rather than just another expense.
Learn about the Lead Generation Ladder and what it means for you in 2025, how to automate sales and marketing, and how to build a platform to establish your expertise with prospects before they even have an initial conversation with you.
Tax season is right around the corner. It's a time when accountants have a captive audience. You are top of mind for your audience! In this episode, Janel and Brad talk about sales tips and strategies for maximizing your opportunities during those months when you have a captive audience.
Think ads are a quick fix for leads? Think again. If you’ve been burned by bad campaigns or wasted money on ads that didn’t deliver, this episode is for you. Discover how to turn advertising into a long-term, profitable strategy tailored for accountants. Don’t miss these actionable insights—your marketing game is about to change!
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!
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!
It sounds simple, but this is what so many accounting firms miss. In a crowded marketplace with tens of thousands of firms all providing the same services, how DO you differentiate yourself?
Brad and Janel explore a thought provoking topic and offer a simple and actionable takeaway for firms to re-think their approach to attracting better, higher paying clients.
Being able to confidently anticipate and handle objections is critical when it comes to closing new business. Salespeople are trained in this, but most accountants are not.
Today, Brad and Janel talk about the secrets to successfully overcoming the objection to price. With over 30 years selling professionally, Janel shares key strategies for navigating the topic of price. After all- as an accountant, you should be an investment to a business owner's bottom line...not an expense.
For accountants who want to sell more monthly services- whether outsourced CFO, CAAS, or advisory services- this is a must listen!
In this special "Hurricane Milton" edition, Janel is broadcasting from Tampa and Brad from Boca Raton.
We are asked all the time by accounting firms, "what's the best way to generate new leads?"
Well, you may surprised. In this episode Janel and Brad explore exactly how to optimize the leads that you may not even realize you have first- and then set yourself up for generating new ones.
Brad and Janel interview Lexie Maitland, a Gen Z business owner, to understand what is important to her when it comes to managing the financial aspect of her business. Lexie is a bikini competition prep coach, and what you hear from her may surprise you.
Listen up accountants! There are over 240,000 Gen Z'rs running businesses. If business owners are your ideal clients- this is a conversation full of insight...
Cameron Williams is laser focused on his niche market, and he has an offer that is so dialed in he has cracked the code on attracting clients who need consulting and CFO services. In fact, he is so full of wisdom that we had to have him back for Part 2! Enjoy Cameron's insights and best practices for attracting clients you love to serve.
Julie Smith, Practice Manager for Harper and Company CPAs Plus, serial entrepreneur, and co-host of the podcast Empowering Entrepreneurs, shares insights on running a successful CPA advisory firm and the role branding and marketing play. She emphasizes the need for CPA firms to get paid for their expertise and to define their brand and target market. Julie discusses the role of marketing in educating clients about the firm's brand and services and highlights the importance of internal marketing to align the team and create a consistent message. Listen in as Julie shares shortcuts and inspiration for firms to continuously innovate and evolve.
Accounting firm owners are more than accountants- they are business owners who must market effectively IF they want to attract clients willing to pay for their expertise. Listen in as Cameron Williams, CPA, tells the story of how he started his firm from scratch. With a wife and 3 young children, this is how Cameron went from nothing to everything he wanted in a business.
You may be surprised as what this small business owner says is most important when it comes to selecting an accountant.
In this episode, Brad and Janel get into the mind of startup business owner and national speaker, Leslie Alvarez.
The business of accounting has changed from a largely transactional model to that of packaging and selling expertise. The key ingredient to success when it comes to acquiring and keeping clients? Hear what Leslie has to say in this episode.
Questions about marketing your firm to drive outsourced CFO, CAAS, or new advisory revenue? Schedule a complimentary strategy session for your firm here: https://cajabra.com/contact-us/https://cajabra.com/contact-us/
The "S" word can be scary for accountants who are more comfortable with solving problems than convincing someone to do business with them. However, for accountants who want clients that will pay for outsourced CFO, CAS, or advisory services, learning how to have an effective sales conversation is a must.
Co-hosts Brad and Janel talk about how to have a sales conversion, how to craft a message that will resonate with your ideal prospect, and how to ask the right questions.
Link to book mentioned: Build a Storybrand by Donald Miller
As accountants, put yourselves in the minds of small business owners. How do they view the value you bring to their business?
This episode is a deep dive with a small business owner who built and exited one business and then took what he learned to build another. Richard Sargent is a very successful marketing agency owner who knows how to scale.
His insight takes you into the mind of a business owner. How they think about accountants - and more importantly- how we need to continue to educate business owners on what advisory services, outsourced CFO services, and client accounting services can do for them.
This is an episode you are going to want to listen to more than once...
Small accounting, bookkeeping, and CPA firms often struggle with the technology behind marketing. Brad and Janel focus today's conversation on where you start when you feel overwhelmed and don't know where to turn to fix problems like- website performance and managing your Google Business Profile.
The talk about how to invite new prospects into a conversation via your website or your Google Business Profile- and how to have that sales conversation.
