What is preventing you from moving forward in your business? What is taking too long? What systems or processes are holding you back? These are bottlenecks that slow down our flow. 3 signs you have a bottleneck in your practice: Project Delays

It's Time To Slow Down

Feb 19th, 2020 26m 39s

Slowing down will help you build the practice that is best for YOU. Just because you keep going and going, doesn’t mean you are more productive. Or you are more important or more successful. It actually can really hold you back. So, you get it.

The Cleanup Engagement Workflow

Feb 6th, 2020 27m 36s

Cleanups are huge in our industry. It's usually the reason why clients reach out to us in the first place. But, they can take on a life of their own - can't they? After years of practice, I have developed this cleanup engagement workflow to hel

Dealing with Imposter Syndrome

Jan 23rd, 2020 26m 55s

This was one of the harder episodes that I've recorded so far. Imposter syndrome is a real thing and it holds a lot of us back from being our best. I knew I wanted to cover the topic, but when I posted "What is currently holding you back from b

Tips to Get You Through Year-End

Jan 8th, 2020 19m 45s

Now is the time of year where we need to put our heads down and work. The earlier we start, the less stress we will have later on. Check out this episode as I walk you through several tips to help you get through our busy season - Year-End.

Helping Your Clients Navigate Cash Flow

Dec 20th, 2019 23m 31s

Cash flow issues are one of the biggest concerns that our clients can have. Navigating that can be difficult. In this episode, I cover the different areas that we need to be concerned about when reviewing a client's cash flow. Plus there are to

Tips For Your First Advisory Style Meeting

Dec 11th, 2019 20m 58s

"Advisory" is the cool buzz word going around the accounting industry right now, but not many people actually explain what those services are or how to deliver them. In this episode, I do a deep dive into what the first advisory style meeting c

The Concept of Client Blocking

Dec 4th, 2019 16m 36s

We are letting our clients dictate the work versus telling clients how the work will be performed. Let me introduce you to the concept of client blocking. By blocking your time out by client, you could create more boundaries with your client an

Determining Your Firm's Capacity

Nov 20th, 2019 27m 51s

Simply put - your capacity is the max your firm can produce with your current resources. But, how do you calculate your capacity? Listen to this episode for the tips.

Communication is the key to client retention

Nov 13th, 2019 21m 31s

Simple communication could be the key to keeping your clients longer. Learn what I've discovered about communication and clients over my years in practice.

The Art of the Pivot

Nov 6th, 2019 15m 35s

Join me behind the curtain for this raw episode of my own experience of pivoting my business. I was pivoting a huge part of my business. It was a scary time. I was unsure of everything. So, I picked up the microphone to share the reality with y

Can That Lead Afford You?

Nov 1st, 2019 12m 4s

We all get excited about new business leads and the possibility of the new engagement and how you can help out that business. But, don't forget to take the time to see if that lead can actually afford you when reviewing their books. Think of it

What is YOUR Best Bookkeeping Practice?

Oct 23rd, 2019 18m 3s

Here is my inspiration for the concept of building a practice that is the best fit for YOU! It all started while attending a session at QuickBooks Connect several years ago...

Trailer

The Trailer

Oct 9th, 2019 3m 23s

The Build Your Best Bookkeeping Practice Podcast is hosted by Cathy Iconis. She is on a mission to help YOU build a bookkeeping practice of your dreams. No telling you what to do - just ideas, inspiration, and a little of her trademark crazines