ABOUT THIS PODCAST 🔗
Gearing Up asks practicing accountants and bookkeepers to share one challenge they faced in their firm and how they solved it. Hosted by Blake Oliver, CPA and brought to you by Relay.
Update frequency:
every 17 days
Average audio length:
14 minutes
English
United States
13 episodes
since May 18, 2022
episodic
LATEST EPISODE 🔗
To niche or not to niche—that is a hotly debated topic in the accounting world. While many firms serve all industries, sometimes it makes sense to niche down in order to stand out from the crowd. Why? Because the old expression holds true: a jack of all trades is a master of none. Positioning yours…
PREVIOUS EPISODES 🔗
Kurt Grantham has fond memories of his childhood days stapling W-2s to 1040s as an honorary member of his father’s CPA firm. As he grew up, his passion for building relationships with small business owners led him to take over his father’s business and build an accounting firm of his own.
"We real…
If you’re an accountant or bookkeeper who works with healthcare clients, then HIPAA is likely already on your radar.
On this episode of Gearing Up, we welcome Cindy Moore of CMoore LLC. Based in Indianapolis, Indiana, Cindy runs a one-women accounting firm that offers bookkeeping, accounting and c…
When creating proposals and pricing strategies for your accounting firm, should you take a value-based approach or charge an hourly rate?
Episode #10 of 🎙️ Gearing Up — an interview series by Relay. Hosted by Blake Oliver, CPA.
This week, we speak to Jeremy Wells, PhD, CPA, EA…
Garrett Alexander, CPA, is the owner and Co-Founder of Orsini & Associates, a traditional accounting firm, and he also runs Game On Financial, a tax, finance, and business firm for gamers and content creators.
Garrett’s experience serving two vastly different types of business owners has taugh…
Before Megan Justice started Crayon Advisory, LLC, she worked in-house at accounting firms that wanted her to pay close attention to managing client expectations.
Setting up client expectations was something she was told to do in her career for years, but was never really given the to…
When Nancy McClelland parted ways with a full-time employee, she took a moment to re-think the structure of her firm.
“It really started the gears turning in my head about how to hire an accounting and bookkeeping staff so you love working with your team,” she says in this episode of Gearing Up — …
When a firm is rapidly growing, staying on top of monthly bookkeeping tasks, reporting and communicating with clients can add up to endless hours of work. This lost time can slow growth and put client relationships at risk. 😟
For this week’s episode of Gearing Up — an interview series with …
In this episode of Gearing Up — an interview series by Relay that's hosted by Blake Oliver, CPA — we talked to Cindy Schroeder, owner of Bright Bookkeeping and founder of the community Bookkeeping Buds.
Cindy runs a cloud-based bookkeeping firm primarily focused on residential painters acros…
Phil Gaudiano is the co-founder of a cryptocurrency and blockchain accounting firm. It's no surprise his firm has been growing rapidly since it launched in 2020.
In E4 of Gearing Up — an interview series by Relay that's hosted by Blake Oliver, CPA — he discusses why fast growing firms need s…
Disclaimer: The podcast and artwork embedded on this page are from Relay, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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