Hector Garcia summarizes the key takeaways from all seven episodes of this series. Discover the most important things accounting firm owners need to know about positioning, the business model, technology, sales process & onboarding, value pricing & offering guarantees, attracting & retaining talent, and innovation.

Thank you to our sponsor, Avalara! Avalara’s award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, registrations, tax research and automated tax solutions for specialized tax areas. We live and breathe tax so you don’t have to. Learn more at Avalara.com/Accountant

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• (00:00) - Build A Focused Firm Episode 08
• (00:05) - Intro and thank you to our sponsor, Avalara
• (03:43) - Series recap and practice management
• (04:11) - Positioning
• (16:55) - Business Model
• (20:44) - Thank you to our sponsor, Avalara
• (22:04) - Technology
• (27:01) - Why aren't more tax softwares cloud based?
• (29:34) - Sales process and onboarding
• (32:19) - Value pricing and offering guarantees
• (37:27) - How do you value price tax returns?
• (41:25) - How do you scope these types of engagements?
• (44:21) - Attracting and retaining talent
• (48:42) - Innovation
• (52:08) - Practice management "system" and software
• (58:51) - CRM's and things to consider before deciding
• (01:06:21) - Designing a workflow
• (01:11:39) - How to pick your practice management software
• (01:14:31) - Some questions about employees and their training
• (01:21:19) - How would you get CAS clients in a practice that mainly does 1040s?
• (01:29:23) - Wrap up and how to earn free CPE

Thanks for watching or listening to the final episode of this series!
For more, visit earmarkcpe.com/focus

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Get free CPE for listening to this podcast:
https://app.earmarkcpe.com/?course_id=11d08a91-988a-4465-8e0c-e974240b637d

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Connect with Hector Garcia, CPA:
Website: http://hectorgarcia.com
LinkedIn: https://www.linkedin.com/in/hectormgarciacpa/

Connect with Blake Oliver, CPA:
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

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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