Hector Garcia CPA's Podcast: Recent Episodes
Hector Garcia, CPA
All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
LiveFlow is one of the hottest QBO apps out there, I pick Anita's brain about the pricing of the app, how they think about user feedback & development, and how AI will shape 3rd party reporting apps for QBO
Check out www.liveflow.io
Episode 5 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024
NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw
Topics that will be covered in this series:
- Communications strategy with clients
- Communicating your value to command price, standards, and expectations
- Negotiating terms, pricing, scope, with new and existing clients
- “Magic Words” that get the other person on your side quickly
- Fundamental communications skills to transmit your message/ideas to others in an effective matter
- The most important communications skill set: self-talk
- How to give advice that customers will follow
- How to influence the people you do work for and work with to become better people and value your vision (leadership)
- How to apply this skills in the real world to get significant results
Come to Bridging the Gap: https://www.btgconference.com/
Tr-Merit (Randy's Firm):
https://tri-merit.com/
Episode 4 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024
NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw
Topics that will be covered in this series:
- Communications strategy with clients
- Communicating your value to command price, standards, and expectations
- Negotiating terms, pricing, scope, with new and existing clients
- “Magic Words” that get the other person on your side quickly
- Fundamental communications skills to transmit your message/ideas to others in an effective matter
- The most important communications skill set: self-talk
- How to give advice that customers will follow
- How to influence the people you do work for and work with to become better people and value your vision (leadership)
- How to apply this skills in the real world to get significant results
This webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024.
Parts 4 to 8 will be released the second Friday of each month until October 2024
Topics that will be covered in this series:
- Communications strategy with clients
- Communicating your value to command price, standards, and expectations
- Negotiating terms, pricing, scope, with new and existing clients
- “Magic Words” that get the other person on your side quickly
- Fundamental communications skills to transmit your message/ideas to others in an effective matter
- The most important communications skill set: self-talk
- How to give advice that customers will follow
- How to influence the people you do work for and work with to become better people and value your vision (leadership)
- How to apply this skills in the real world to get significant results
This webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024.
Parts 3 to 8 will be released the second Friday of each month until October 2024
Topics that will be covered in this series:
- Communications strategy with clients
- Communicating your value to command price, standards, and expectations
- Negotiating terms, pricing, scope, with new and existing clients
- “Magic Words” that get the other person on your side quickly
- Fundamental communications skills to transmit your message/ideas to others in an effective matter
- The most important communications skill set: self-talk
- How to give advice that customers will follow
- How to influence the people you do work for and work with to become better people and value your vision (leadership)
- How to apply this skills in the real world to get significant results
This webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024.
Parts 2 to 8 will be released the second Friday of each month starting March 2024.
Topics that will be covered in this series:
- Communications strategy with clients
- Communicating your value to command price, standards, and expectations
- Negotiating terms, pricing, scope, with new and existing clients
- “Magic Words” that get the other person on your side quickly
- Fundamental communications skills to transmit your message/ideas to others in an effective matter
- The most important communications skill set: self-talk
- How to give advice that customers will follow
- How to influence the people you do work for and work with to become better people and value your vision (leadership)
- How to apply this skills in the real world to get significant results
Interview with ex-accountant, and now innovation consultant and public speaker about creating content, "being bold", personalized ?AI ChatBots, and other fun topics.
Get Shawn's Book "The Bold Ones":
https://amzn.to/416qtjt
Original Webinar Slides:
https://docs.google.com/presentation/d/1ph0p11YFmTz8A9efnLdpz86N5U0SxgNVg2H7l2XMprs/edit?usp=sharing
Ron's Time's Up Club: https://timesupclub.com/
Timestamps
00:00 Introduction02:16 EDUCATION09:46 CERTIFICATIONS17:25 PERSONALITY22:44 HOW TO MAKE A LIVING37:17 ARTIFICIAL INTELLIGENCE45:53 My Journey: from Bookkeeper to Software Developer
Links:American Institute of Professional Bookkeepershttps://AIPB.orgCoursera: Intuit Bookkeeping Professional Certificate:https://www.coursera.org/professional-certificates/intuit-bookkeepingCoursera: Accounting Foundations Graduate Certificate:https://www.coursera.org/certificates/accounting-foundations-uiucCoursera: Finance/Accounting Specialization:https://www.coursera.org/specializations/finance-accountingCertiport QuickBooks Certified User:https://certiport.pearsonvue.com/Certifications/Intuit/Certifications/Certify/QuickBooks-Certified-UserQuickBooks Online ProAdvisor Programhttps://PROADVISOR.INTUIT.COMMy software: RightToolhttps://rightool.app
Reaction to a John Cleese video from 1991!
Original recording: https://www.youtube.com/watch?v=Pb5oIIPO62g
Based on this Book: https://amzn.to/3L24ZgQMy conference in "Creative Business Models for Accountants": https://altaccountant.com/creative/
My Conference in Miami: https://altaccountant.com/creative/
Chris Do's BrandLab: https://thefutur.com/brand-labChris' YouTube Channel: https://www.youtube.com/@thefutur
From The Soul of Enterprise: https://www.thesoulofenterprise.com
Miami Conference: https://altaccountant.com/creative/
Avocado Video: https://youtu.be/img2PO4Nkxg
HECTOR'S LINKS
- RightTool: https://righttool.app/
- Creative Business Models for Accountants: https://altaccountant.com/creative/
ALICIA'S LINKS
- Spreadsheet Sync Video: https://youtu.be/B7USbYKUuv4
- QBO Checking Course: https://learn.royalwise.com/visitor_catalog_class/show/595786/QuickBooks-Checking-and-Cash-Flow
OTHER LINKS MENTIONED:
- Firm of the Future site: https://www.firmofthefuture.com/
- In The Know Webinars: https://quickbooks.intuit.com/learn-support/en-us/help-article/accountant-features/watch-know-webinars/L4MyEiQuS_US_en_US
- Your Feedback in Action: https://www.firmofthefuture.com/trends/your-feedback-in-action/
Originally aired via Earmark Media Podcast 08/04/2023
Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com
Download the Earmark CPE App
Apple:https://apps.apple.com/us/app/earmark-cpe/id1562599728Android:https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Hanging out with Randy Crabtree, CPA from the Unique CPA Podcast and host of the Briding the Gap Conference
BTG23RTDISC for $150 off In-Person Chicago Conference ticket
This is the complete recording I did with Jason Staats CPA. He will be taking a piece of this for YouTube and I as well... But via this podcast, you get the whole unedited conversation...
Jason's Main Channel: https://www.youtube.com/@jasoncpa
Jason Daily Channel: https://www.youtube.com/@JasonCPADaily
00:00 Intro
01:31 Jason Starts asking questions
03:11 Hector's YouTube Channel and why all accountants should be making videos
10:03 Accountant vs. Influencer?
11:38 Personal vs. Corporate Brand
19:19 Leveraging Content in the Firm
27:03 Levering your team
34:23 How to be successful (beyond content)
38:27 The role of AI
51:01 Getting the young ones excited about accounting
54:42 Jason sold his firm
58:23 What must be sacrificed to make big decisions
01:03:14 How to stay in "touch" with the industry as a creator
01:08:41 Managing Information Overload
01:15:22 Learning more about Jason + Conclusion
Conversation with Ed Kless, Ron Baker, and Greg Tirico from The Soul of Enterprise. Includes both live podcast episode and "bonus" patreon episode.
Subscribe to the free podcast of TSOE: https://www.thesoulofenterprise.com/
Become a member to have access to Bonus Episodes: https://www.patreon.com/TSOE
Excerpt from my AltAccountant program deep dive on Attracting, Hiring, Developing, and Retaining talented employees. Learn more about my coaching program at www.AltAccountant.com
Interview with Guest Speaker Ron Baker and his new book: Time's Up: The Subscription Business Model for Professional firms.
This is an excerpt of my coaching program for accountants: https://www.altaccountant.com
Audio version of webinar ran on 09/16/2022 focused on teaching Value Pricing, introducing the concepts subscription-based business model, how to have "awkward conversations" with out customers to reduce stress.
Slides: https://bit.ly/valuepricing2022
Join the AltAccountant Program: https://www.altaccountant.com
Coupon: FIRST40
Buy Ron Baker 's Book: Time's Up (Value Pricing 2.0): https://www.thesoulofenterprise.com/timesup
Buy Jeb Blount's Book: Selling The Price Increase: https://amzn.to/3DtMuz3
Interview with Blake Oliver CPA about the direction of QuickBooks for small business and mid-market.
Get CPE for listening to podcasts! www.EarmarkCPE.com
This is an audio-only version of a class I teach on about choosing your target/niche market (Vertical and Horizontal), drafting your unique positioning statement, and examples of what advisory looks like for specific industries such as Construction or Retail
My QuickBooks Online Wishlist: https://bit.ly/qbowishlist
Hannah's (CLARA CFO) YouTube video: https://youtu.be/Y3YB5g75W_o
Blair Enns is the Author of Win Without Pitching and Pricing Creativity. Great books about specialization, positioning and pricing for creative forms; but totally adaptable to accounting and any service or knowledge-based business.
Check out Blair's company: https://www.winwithoutpitching.com/
And BUY his BOOK: https://amzn.to/2TXI0rU
If you are interested in learning my journey from the inception of my bookkeeping business in 2008 to getting my CPA license in 2014 and starting my YouTube Channel in 2015, this is an interview I had with Relay Bank
Value Pricing vs. Subscription Model in Accounting w/ Ed Kless and Ron Baker
www.thesoulofenterprise.com
Some thoughts of encouragement to think about making the best of the current situation we are living
Questions to ask yourself (and your clients) during this crisis with Ed Kless
http://www.thesoulofenterprise.com
http://www.patreon.com/TSEO
Discussing in detail with Todd about the role of the CPA in this incredibly fast-paced world and leveraging the "TRUST" that our clients have in the CPA profession to create value that keeps us relevant
We discuss Rich's book on Strategy called: "StrategyMan and the Anti-Strategy Squad" and discuss how to implement strategy in a small business
There is nothing right about Efficiency - more lessons from Ron Baker...
And the negative culture of efficiency
Efficiency vs. Effectiveness - Learnings from Ron Baker's Book IMPLEMENTING VALUE PRICING
How to make boring topics interesting with Geni Whitehouse (From AltAccountant Podcast)