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.
Gearing Up
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13 episodes
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Podcast Overview
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.
Language
🇺🇲
Publishing Since
5/18/2022
1 verified contact email on file for Gearing Up
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Recent Episodes
April 13, 2023
Finding your accounting niche | Morgaine Trine — Gearing Up EP13
<p><strong>To niche or not to niche</strong>—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 yourself as a specialist who serves a dedicated accounting niche can make your firm stand out among competitors. </p> <p><br></p> <p>This week, we speak to<a href="https://www.linkedin.com/in/jwellscfo/"> </a><strong></strong><a href="https://www.linkedin.com/in/morgaine-trine/"><strong>Morgaine Trine</strong></a><strong>, Owner of</strong><a href="https://www.jwellscfo.com/"><strong> </strong></a><strong></strong><a href="https://honestlybookkeeping.com/"><strong>Honestly Bookkeeping</strong></a>, an accounting firm specialized in helping small businesses stabilize, strengthen, and sustain their finances.</p> <p><br></p> <p>"It was a very slow process for me to find my current niche, and that niche is both process and quality based," says Morgaine. "The first thing I did is I said, 'Okay, I'm done with QBO, not doing it, I'm going all in on Xero', and that was a really, really good first step for me." </p> <p><br></p> <p><strong>Watch the full episode to learn more about: </strong></p> <p>⚙️ Morgaine’s accounting tech stack<br>🤔 How to determine your accounting niche<br>🤝 The process Morgaine uses to qualify if a client is a good fit for her firm <br>💡 The benefits of niching by process and technology </p> <p><br></p> <p>--- </p> <p>Relay is business banking that completes your accounting tech stack. </p> <p>Learn more about Relay 👉 <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazFaT3Byd1ZNeENoUV9USVh2UHhjMG1WM0xTUXxBQ3Jtc0ttZmwxUGpsR3NORjlKdS1aNDQ5YmoyWHBtN0pveThIa2VMWkNKVjdmblVDNnAwOGpQa2FVUVROZTJ6X2RxMzJHUnRJcnZGYXc0Y2JOV25zVi1lYnRLcG83VXpETE0wcTV5blVpemFnMmhHcGhWMVRKRQ&q=https%3A%2F%2Fhubs.li%2FQ014LGJw0&v=HzKUC6-w6EY" target="_blank" rel="nofollow">https://hubs.li/Q014LGJw0</a></p> <p>Subscribe to Gearing Up 👉 <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0xYMURVaWpkWFpyWHlDS0lIR184WVg2eG16Z3xBQ3Jtc0tsblkwelNGQ3M5Umtoem96VWZ5MER0M1AteU9YSTVmNjdQNzNRWVQxS1Q0US1XNmsxZEhUTGVudFlIRzBnbjVCZTM2MVJoMTZBT1V3TzRBQnJPWm5HV2NPeUF5MlBkeVhRZU8tZ2NTaGNmeG9PQW5sdw&q=https%3A%2F%2Fhubs.li%2FQ014LG_20&v=HzKUC6-w6EY" target="_blank" rel="nofollow">https://hubs.li/Q014LG_20</a> </p> <p><br></p>
February 17, 2023
Building a people-first accounting firm with TOA Global | Kurt Grantham — Gearing Up EP12
<p><a href="https://twitter.com/kurtgrantham" rel="noopener">Kurt Grantham</a> 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.</p> <p>"<strong>We really wanted to find great talent</strong>. And we felt like great accounting talent, anywhere in the world, could help us serve our clients really well,” Kurt says in this episode of <a href="https://lets.bankwithrelay.com/gearing-up/" rel="noopener">Gearing Up</a> — our series that asks a real, practicing accountant or bookkeeper to share one challenge in their firm and how they solved it.</p> <p>Kurt is the owner of <a href="https://www.grossercpa.com/" rel="noopener">Grosser & Company, LLC</a>, a firm providing business consulting, tax planning, bookkeeping and accounting solutions to small professional services businesses. In this episode, Kurt tells us the story of <strong>how he built a people-first accounting firm by leveraging overseas talent</strong>.</p> <p><strong>Watch the full episode to learn more about:</strong></p> <p>🚀 How Kurt scaled his team by 30% within a year<br> ⚙️ Kurt’s accounting tech stack <br> 🖥️ Hiring and retaining top talent with TOA Global<br> 🫶 The impact of providing fulfilling work for overseas talent</p> <p>--- </p> <p>Relay is business banking that completes your accounting tech stack. </p> <p>Learn more about Relay 👉 <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazFaT3Byd1ZNeENoUV9USVh2UHhjMG1WM0xTUXxBQ3Jtc0ttZmwxUGpsR3NORjlKdS1aNDQ5YmoyWHBtN0pveThIa2VMWkNKVjdmblVDNnAwOGpQa2FVUVROZTJ6X2RxMzJHUnRJcnZGYXc0Y2JOV25zVi1lYnRLcG83VXpETE0wcTV5blVpemFnMmhHcGhWMVRKRQ&q=https%3A%2F%2Fhubs.li%2FQ014LGJw0&v=HzKUC6-w6EY" rel="nofollow" target="_blank">https://hubs.li/Q014LGJw0</a></p> <p>Subscribe to Gearing Up 👉 <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0xYMURVaWpkWFpyWHlDS0lIR184WVg2eG16Z3xBQ3Jtc0tsblkwelNGQ3M5Umtoem96VWZ5MER0M1AteU9YSTVmNjdQNzNRWVQxS1Q0US1XNmsxZEhUTGVudFlIRzBnbjVCZTM2MVJoMTZBT1V3TzRBQnJPWm5HV2NPeUF5MlBkeVhRZU8tZ2NTaGNmeG9PQW5sdw&q=https%3A%2F%2Fhubs.li%2FQ014LG_20&v=HzKUC6-w6EY" rel="nofollow" target="_blank">https://hubs.li/Q014LG_20</a> </p>
January 10, 2023
HIPAA 101 for Accountants: How to Stay Compliant | Cindy Moore — Gearing Up EP#11
<p>If you’re an accountant or bookkeeper who works with healthcare clients, then HIPAA is likely already on your radar.</p> <p>On this episode of Gearing Up, we welcome <a href="https://www.linkedin.com/in/cindy-moore-b563839/">Cindy Moore</a> of <a href="https://www.cidmoore.com/">CMoore LLC</a>. Based in Indianapolis, Indiana, Cindy runs a one-women accounting firm that offers bookkeeping, accounting and consulting services to small and medium-sized businesses in a variety of industries.</p> <p><strong>Listen to learn more about:</strong></p> <p>⚙️ Cindy’s accounting tech stack</p> <p>🔑 HIPAA compliance</p> <p>🔢 How to do accounting if you can't have client names in your system</p> <p>🖥️ A step-by-step walkthrough of Saasant</p> <p>_____________________</p> <p>Relay is business banking that completes your accounting tech stack. Learn more about Relay 👉 <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFViN3htMG4yZVk0NDI5Q1hJdFFLdkViMmpxd3xBQ3Jtc0ttRnhhZklrMHQ4Sjk2azEwWnA4X0dDSlpETFQ2N0xWdVR5eDBkRUh4eVpoTU9pcGhOTXhncENmcXJoZDE5UFEyb3UwS0ZwbjV0bTB3bi1PS2RFX1lMY3BxanRfazdxREU5NllwSnQxdjRkRG84Z3YxYw&q=https%3A%2F%2Fhubs.li%2FQ014LGJw0&v=cJpwl24gUxc" rel="nofollow" target="_blank">https://hubs.li/Q014LGJw0</a></p> <p>Gearing Up is published monthly! Subscribe to get the next episode. ➡️ <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbXJEVUxyN0Z0WXNLQldaVVhXS2VWZExVeGc4QXxBQ3Jtc0tuWGU3TV9uNy14N0VNRS1SUVJqVlZsTmI4NTBpQXNrWEtKNE9uSy00R2xGMnZWWmp1SjBDRG8yWmJHNzEwZGpmeG9aeTlhVldIdURocllqTTJGdTVyRUd0NWF0MWkzQ2ZfTTFneDc4OEp4dDV4VnlSTQ&q=https%3A%2F%2Fhubs.li%2FQ014LG_20&v=cJpwl24gUxc" rel="nofollow" target="_blank">https://hubs.li/Q014LG_20</a></p>
13 total episodes available
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