How to effectively manage your clients virtually

12/27/21 • 20 min

Meet Tim Hayward, the owner of Balncd, inc. He owns an accounting firm with 13 team members and over 13 clients.

In this episode, we talk about you can manage your clients in this new virtual world! They share the benefits of implementing technology to communicate with your clients virtually and how you can get started.

Meet Tim Hayward, the owner of Balncd, inc. He owns an accounting firm with 13 team members and over 13 clients.

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How this firm finds and hires top talent in this tough job market

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Meet Josh, a Partner at Streimer & Flusberg, PA. He runs an accounting firm with 17 team members and over 1,500 clients.

In this episode, we talk about how you can find and hire top talent in this tough job market! They share some tips on where to post job openings, how to vet applicants, and set them up for success on day 1.

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How this firm owner built a thriving remote firm

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Meet Casey Haynes, the owner of Compass CPA. He owns an accounting firm with 11 team members and over 40 clients.

In this episode, we talk about how to build a thriving remote CPA firm! He shares their tech stack and best practices for keeping your team happy and accountable.