Business Strategy for CPA's

Today I speak with Blake Oliver, co-host of the Cloud Accounting Podcast and Marketing Director at Jirav.    What we cover: Where is accounting technology going? And what are the implications that you think accountants and CPAs are not seeing? How should CPAs and accountants differentiate themselves? What advice do you have for CPAs in e-commerce, given the need for software to manage inventory and transactions? Discussion around owning the tech stack as a business strategy. What keeps CPAs from making better strategic use of technology in the accounting practices? You wrote somewhere that when you started back in your bookkeeping days and developing cloud accounting software, that you wanted to disrupt the business model. What is the business model specifically that you want to disrupt? And what is it you want to shift it into?  If you were to build your own accounting practice, around your own software stack, what do you think you'd build? And who do you think you'd have as clients? You have held a number of marketing positions inside software companies that provide applications for accounting related applications. What do you think CPAs need to know about marketing? Connect with Blake: Website: https://www.blakeoliver.com/ Episode mentions: 078 - How To Design Better Workflows In Your Business with David Cristello Software mentions: Melio https://www.meliopayments.com/   OneNote https://www.onenote.com/signin?wdorigin=ondc   Jirav https://www.jirav.com/ Free 5-day email course - Better Pricing Strategies for CPAs Get here   Download the ebook “6 Simple Steps to Double Your Revenue” https://shethinksbigcoaching.com/download-double-your-revenue   Schedule time with Geraldine: https://calendly.com/geraldinecarter/15min   Work with Geraldine: https://shethinksbigcoaching.com/coaching-options

Show Notes

Today I speak with Blake Oliver, co-host of the Cloud Accounting Podcast and Marketing Director at Jirav. 

 

What we cover:

Where is accounting technology going? And what are the implications that you think accountants and CPAs are not seeing?

How should CPAs and accountants differentiate themselves?

What advice do you have for CPAs in e-commerce, given the need for software to manage inventory and transactions?

Discussion around owning the tech stack as a business strategy.

What keeps CPAs from making better strategic use of technology in the accounting practices?

You wrote somewhere that when you started back in your bookkeeping days and developing cloud accounting software, that you wanted to disrupt the business model. What is the business model specifically that you want to disrupt? And what is it you want to shift it into? 

If you were to build your own accounting practice, around your own software stack, what do you think you'd build? And who do you think you'd have as clients?

You have held a number of marketing positions inside software companies that provide applications for accounting related applications. What do you think CPAs need to know about marketing?

Connect with Blake:

Website: https://www.blakeoliver.com/

Episode mentions:

078 - How To Design Better Workflows In Your Business with David Cristello

Software mentions:

Melio

https://www.meliopayments.com/

 

OneNote

https://www.onenote.com/signin?wdorigin=ondc

 

Jirav

https://www.jirav.com/

Free 5-day email course - Better Pricing Strategies for CPAs

Get here

 

Download the ebook “6 Simple Steps to Double Your Revenue”

https://shethinksbigcoaching.com/download-double-your-revenue

 

Schedule time with Geraldine:

https://calendly.com/geraldinecarter/15min

 

Work with Geraldine:

https://shethinksbigcoaching.com/coaching-options

What is Business Strategy for CPA's?

Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!