Latest Episodes
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12 - Karen Reyburn on why accountants are more creative than they think
Karen Reyburn is a CPA-turned-marketer who runs PF, a marketing agency built exclusively for accountants and bookkeepers. In this episode, James and Karen dig...
11 - Sales for accountants who hate selling with James Sundin
James Sundin is the co-founder and Chief Evangelist at R.E.P.R.E.S.E.N.T. He's spent 16 years getting good at the one thing most accountants dread: sales....
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10 - Building better managers in accounting firms with Rob Pillans
James Rose talks with Rob Pillans of Planet Consulting about why accounting firms often overlook learning and development. They explore the shift from technical...
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9 - Jacqui Trumper on networking as an introvert and building a firm her way
James Rose talks with Jacqui Trumper of Black Cat Accounting about building an efficiency-first firm from the ground up. They explore choosing best-in-class tech...
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8 - Amy Holdsworth thinks firms should free accountants from admin work
James Rose welcomes Amy Holdsworth of Clarity Street to discuss improving operations inside accounting firms. They explore why tech is only a small part...
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7 - Building a lifestyle-first accounting business with Meryl Johnston
James Rose hosts Meryl Johnston to discuss lifestyle design for firm owners and the trade-offs it requires. They discuss working backwards from an ideal...