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Inhoud geleverd door Earmark LLC, Blake Oliver, and CPA. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Earmark LLC, Blake Oliver, and CPA of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Building a $200K Accounting Firm in Just 15 Hours a Week

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Manage episode 448009072 series 2991380
Inhoud geleverd door Earmark LLC, Blake Oliver, and CPA. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Earmark LLC, Blake Oliver, and CPA of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Erica Goode, CPA, reveals how she built a thriving $200K accounting firm working just 15 hours a week. Discover the power of niching, efficient processes, and work-life balance in this candid discussion. Erica will share her journey from corporate burnout to entrepreneurial success, offering practical insights on pricing strategies, time management, and building authority in your niche. Whether you're considering starting your own firm or optimizing your existing practice, this webinar will inspire and equip you to reimagine what's possible in your accounting career.

(Originally recorded on October 16, 2024, on Earmark Webinars+)

Sponsor
ShareFile - https://earmarkcpe.promo/sharefile


Chapters
  • (02:39) - Welcome Erica to the Show
  • (04:55) - Transition from Corporate to Entrepreneurship
  • (06:28) - Life in Idaho and Outdoor Activities
  • (08:06) - Burnout and Decision to Leave Corporate
  • (11:12) - Starting the Accounting Firm
  • (19:20) - Client Growth and Service Tiers
  • (30:23) - Systematizing CFO Services
  • (32:37) - Client Report Preparation and Meetings
  • (33:25) - Listener Question: Monthly Meeting Agenda
  • (35:03) - Forecasting and Cash Flow Discussions
  • (37:46) - The Value of Monthly Meetings
  • (38:55) - Balancing Work and Client Relationships
  • (39:51) - Handling Client Taxes and Referrals
  • (41:27) - Marketing and Client Acquisition
  • (44:34) - Podcasting and Providing Free Advice
  • (48:39) - Scaling a Solo Practice
  • (50:34) - Balancing Work and Personal Life
  • (59:41) - Final Thoughts and Resources
Sign up to get free CPE for listening to this podcast

https://earmarkcpe.com
https://earmark.app/

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with Our Guest, Erica Goode

LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

  continue reading

83 afleveringen

Artwork
iconDelen
 
Manage episode 448009072 series 2991380
Inhoud geleverd door Earmark LLC, Blake Oliver, and CPA. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Earmark LLC, Blake Oliver, and CPA of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Erica Goode, CPA, reveals how she built a thriving $200K accounting firm working just 15 hours a week. Discover the power of niching, efficient processes, and work-life balance in this candid discussion. Erica will share her journey from corporate burnout to entrepreneurial success, offering practical insights on pricing strategies, time management, and building authority in your niche. Whether you're considering starting your own firm or optimizing your existing practice, this webinar will inspire and equip you to reimagine what's possible in your accounting career.

(Originally recorded on October 16, 2024, on Earmark Webinars+)

Sponsor
ShareFile - https://earmarkcpe.promo/sharefile


Chapters
  • (02:39) - Welcome Erica to the Show
  • (04:55) - Transition from Corporate to Entrepreneurship
  • (06:28) - Life in Idaho and Outdoor Activities
  • (08:06) - Burnout and Decision to Leave Corporate
  • (11:12) - Starting the Accounting Firm
  • (19:20) - Client Growth and Service Tiers
  • (30:23) - Systematizing CFO Services
  • (32:37) - Client Report Preparation and Meetings
  • (33:25) - Listener Question: Monthly Meeting Agenda
  • (35:03) - Forecasting and Cash Flow Discussions
  • (37:46) - The Value of Monthly Meetings
  • (38:55) - Balancing Work and Client Relationships
  • (39:51) - Handling Client Taxes and Referrals
  • (41:27) - Marketing and Client Acquisition
  • (44:34) - Podcasting and Providing Free Advice
  • (48:39) - Scaling a Solo Practice
  • (50:34) - Balancing Work and Personal Life
  • (59:41) - Final Thoughts and Resources
Sign up to get free CPE for listening to this podcast

https://earmarkcpe.com
https://earmark.app/

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with Our Guest, Erica Goode

LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

  continue reading

83 afleveringen

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