An AI Employee? How does that work?

How This CPA Firm Grew 300% in 4 Years

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.

Bookkeeper Marketing 101

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 [https://us02web.zoom.us/webinar/register/8317393069521/WN_-1zb9v5fQDOLsTpyQVwKNA#/registration] 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 [https://www.youtube.com/@Cajabra] for 'how to' business building strategies just for bookkeepers!

What does a small law firm look for in an accountant?

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 [http://www.divorcingwell.com/] as well as on Instagram @divorcingwell and on TikTok @divorcing_well.

An AI Employee? How does that work?

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.

A Transformative Book Every CPA and Accountant Should Read

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.