David Wood is a former Consulting Actuary to Fortune 100 companies including Sony Music, Chanel, and Exxon. David left his cushy Park Avenue job 20 years ago to build the world’s largest coaching business. He understands the balancing act of li

Perceived Pain of Change, Emotional Intelligence, and Self-Awareness and Limiting Beliefs with Don Riddell

Dec 29th, 2020 49m 49s

Don Riddell is an executive coach and the Master Chair of Vistage Peer Advisor Groups. Vistage Worldwide is a global organization that assembles and facilitates private advisory boards for CEOs, senior executives, and business owners.Vistage an

Scaling a 'Plug and Play' Virtual Accounting Firm, Value Pricing, and the Sales Process with Mike Pinkus, CPA of ConnectCPA

Nov 24th, 2020 44m 32s

Mike Pinkus is the founder of ConnectCPA, a Canadian 'plug and play' virtual accounting and bookkeeping firm that solves the finance pain point for scaling companies. https://www.connectcpa.ca/In today’s episode, we discuss:6 years of growth f

Secrets to Providing Value to Everyone and Challenges at the Intersection of Life and Business with Darryl Lyons

Oct 13th, 2020 41m 53s

Darryl Lyons is the CEO of PAX Financial Group and the author of several books. Darryl is also a member of the advisory council for Dave Ramsey solutions. https://paxfinancialgroup.com/In today’s episode, we discuss:Founding PAX Financial Group

Being Effective in a Leadership Role and Daily Challenges with Nate Bailey

Oct 6th, 2020 37m 59s

Nate Bailey is a bestselling author of three books and an entrepreneur. He has built multiple successful businesses in areas such as insurance and real estate. He recently sold his insurance agency to become a full-time leadership coach. https:

Challenges for Buying and Selling a Firm and the Value Ladder with Brannon Poe

Sep 29th, 2020 39m 29s

Brannon Poe is the founder of Poe Group Advisors where he and his team take a consulting-based approach to transition accounting firms from one owner to another through their unique process - The Seamless Succession.https://poegroupadvisors.com

From Intern to President, Providing Virtual Personal Training, and Aligning Company and Staff Goals with Cody Johnson

Sep 22nd, 2020 42m 7s

Cody Johnson is the President and studio manager of Chapel Hill Training, a fitness studio that provides individualized training programs to members, both in person and through their newly-launched virtual fitness platform. Cody shares his expe

The Trials and Tribulations of Restructuring a Business After 12 Years of Operations with Tony Chiappetta, Founder & CEO of AMC Solutions

Sep 15th, 2020 46m 10s

Tony Chiappetta is the founder and CEO of AMC Solutions, an IT company that helps businesses build modern IT systems that make every employee more productive and help grow their business. Tony now has 17 employees after redesigning his entire b

Hiring Entry Level vs. Experienced Staff, Setting Personal Boundaries for Your Business, and More with Mitchell Simonson

Sep 8th, 2020 38m 11s

Mitchell Simonson is the founder of Simonson Appraisals, a virtual firm providing commercial real estate valuation services in Minnesota, North Dakota, and Wisconsin. Since 2019 he has grown his business to include four staff appraisers and two

Overcoming Challenges New Leaders Face, Visionaries vs. Integrators, and Digital Advertising with Blake Wyatt of SalesMentor

Sep 1st, 2020 45m 30s

Blake Wyatt is a Facebook and YouTube Ads specialist and Leader at SalesMentor, a Traffic and Funnels company. Blake has been a media buyer and has worked as a profit manager. A media buyer, in this sense, is a digital media buyer purchasing ad

How to Source, Hire, and Manage a Team of Virtual Assistants the Right Way with Neal Bawa, Founder and CEO of Grocapitus Investments

Aug 25th, 2020 54m 17s

Neal Bawa is the founder and CEO of Grocapitus Investments, a real estate investment company that sources, negotiates, and acquires commercial properties across the United States. Grocpaitus has a remote component with heavy reliance on virtual

Gaining Traction, Vision, and the Three Key Aspects of a Business System with Don Maranca

Aug 18th, 2020 42m 3s

Don Maranca is a certified EOS implementer and founder of JDSM Enterprises, a coaching company that helps entrepreneurs implement the Entrepreneurial Operating System (EOS) model in order to create a holistic system for running their business h

Secrets to Building a Virtual Accounting Business to 40 Employees by Attracting Clients via Referral Networks, and More with Mark Wald, Founder of Supporting Strategies | LA

Aug 11th, 2020 50m 18s

Mark Wald founded Supporting Strategies | Los Angeles in 2013 and has grown the business to 40 W2 employees working virtually across 10 states in the US. They're providing exceptional finance and accounting support to hundreds of growing startu

Outsourcing, Delegation, Time Management, and Recruiting and Interviewing Lessons with Matt Ryan

Aug 4th, 2020 54m 46s

Matt Ryan has over ten years of experience in real estate and construction and founded his company, re-viv, to re-engineer residential and commercial real estate in underserved communities.https://re-viv.com/team/In today’s episode, we discuss:

How to Avoid Getting Sued as an Employer, Struggles of Managing Employees in a Virtual Environment, and More with Cynthia Hackler Flynn, Esq.

Jul 28th, 2020 46m 48s

Cynthia Hackler Flynn, Esq. is the founder of Hackler Flynn and Associates, a California-based law firm specializing in employment law. Today, Cindy has seven employees and everyone is working fully remotely.https://hacklerflynnlaw.com/In today

Successfully Executing Mergers and Acquisitions, Systems and Software, and Transitioning to Remote Work with Joshua Driskell, Lagerlof, LLP

Jul 21st, 2020 44m 26s

Joshua Driskell is the managing partner of Lagerlof, LLP, a law firm that has been involved in shaping the legal and business landscape in southern California for more than 100 years. Joshua has extensive experience in handling mergers and acqu

How Listening to Your Clients Can Transform Your Business and More with Caleb Guilliams, CEO of Better Wealth

Jul 14th, 2020 44m 34s

Caleb Guilliams is the founder and CEO of Better Wealth, a company committed to financial education and coaching. Caleb founded the company at 21 and is now 24 - he has added 13 team members and clients in almost every state during these three

The Secrets to Building and Selling a $100 Million Dollar Accounting Firm with Gary Shamis, CPA

Jul 7th, 2020 47m 8s

Gary Shamis assumed responsibility for his father’s accounting firm in 1981. Over the thirty-five years that followed, he took revenues from $225,000 to approaching $100 million and employees from a dozen to 600. He built the 37th largest indep

Making Tough Hiring and Firing Decisions, Surviving the 2008 and COVID-19 Crises, and more with Scott Choppin, Founder & CEO of Urban Pacific

Jun 30th, 2020 52m 56s

Scott Choppin is the founder and CEO of the Urban Pacific group of companies. Urban Pacific develops multifamily workforce housing. Scott founded Urban Pacific over 20 years ago and has developed over 3,400 units with $900MM+ in exits. He has e

Building a Multi-Million Dollar Sales and Marketing Company with Chris Evans and Taylor Welch of Traffic and Funnels

Jun 23rd, 2020 45m 36s

Chris Evans and Taylor Welch are Co-Founders of Traffic and Funnels, a sales and marketing company. Chris and Taylor grew the company to over a million dollars in annual sales in five years and have been able to develop a leadership team that a

How to Build Company Culture, Set Expectations for Employees, and Surviving the '08 Financial Crisis with Jeff Russell of The Pango Group

Jun 16th, 2020 40m 42s

Jeff Russell is President of The Pango Group, a title and escrow company. Jeff has experience in building culture, managing people, and coaching others in business as he has helped The Pango Group grow to over 250 people since 2000.https://pang

Adapting a Business Model Over Time, Education, and the Importance of Criticism with Hugh Duffy

Jun 9th, 2020 46m 11s

Hugh Duffy is the founder and CEO of Build Your Firm, a marketing firm designed for small businesses in the accounting industry. For over 30 years, Hugh has helped small accounting firms leverage marketing as a vehicle to help them grow their p

Healthy Growth, the Why Factor and the Evolution of a Small Business with Leonard Raskin

Jun 2nd, 2020 57m 52s

Leonard Raskin is the founder and CEO of Raskin Global. Leonard founded Raskin Global 33 years ago with the intention of helping clients navigate the fog of financial markets and make informed financial decisions.https://www.raskinglobal.com/In

Building a Virtual Consulting Firm with a Focus on Helping CPAs Grow Their Firms with Sarah Johnson Dobek

May 26th, 2020 42m 2s

Sarah Johnson Dobek is president and founder of Inovautus Consulting, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction.https://inovautus.com/ht

Building a Virtual Firm from Scratch then Selling It and More with Ryan Lazanis, CPA

May 21st, 2020 44m 21s

Ryan Lazanis is a CPA who built a 100% online accounting firm, Xen Accounting, and later sold it to a large European corporate services firm after just 5 years. Today, Ryan teaches the lessons he learned along the way to help others shape their