68 episodes

Host Hugh Duffy takes you behind the scenes with successful accountants, CPAs, and industry elites in conversations about growing a more profitable business. The podcast is meant to inspire accountants to embrace marketing and leverage it to accomplish their goals and provide them with more control over their practice and life.

This podcast is created by Build Your Firm.

Accounting Marketing Doesn't Suck Build Your Firm | Marketing for Accountants and CPAs

    • Business
    • 4.6 • 34 Ratings

Host Hugh Duffy takes you behind the scenes with successful accountants, CPAs, and industry elites in conversations about growing a more profitable business. The podcast is meant to inspire accountants to embrace marketing and leverage it to accomplish their goals and provide them with more control over their practice and life.

This podcast is created by Build Your Firm.

    069: Growing From $225K to $100M By Focusing on Execution with Gary Shamis

    069: Growing From $225K to $100M By Focusing on Execution with Gary Shamis

    Gary Shamis, Principal at Winding River Consulting, has had a lifelong career in accounting, growing his father’s accounting firm from $225,000 in revenues to approximately $100 million. He built the 37th largest independent accounting and consulting firm in the nation before combining SS&G, Inc. with BDO USA, LLC in 2014. Tune in and hear Gary talk about why execution is harder than strategy, how developing niches can include both services and industries, and why scooping up talent when you find them is critical to success.

    Gary S. Shamis, M.Acc, Principal Winding River Consulting
    Twitter
    Gary Shamis is Principal at Winding River Consulting. His innovation and leadership earned him honors such as E&Y Entrepreneur of the Year; a Top Ten Managing Partner Elite (Accounting Today) where he was called the “very model of the modern managing partner, and this list is more or less unimaginable without him”; Most Admired Peer (INSIDE Public Accounting); more than a dozen appearances on the Most Influential list (Accounting Today); and numerous other industry accolades. He has served his profession within the ranks of the American Institute of Certified Public Accountants, including testifying before the Securities and Exchanges Commission on its behalf, and Ohio Society of CPAs.
    He has written and edited for industry journals and is the co-author of How to Manage Your Accounting Practice: Taking Your Firm from Chaos to Consensus (2009), Stratagem: Simple, Effective Strategic Planning for Your Business and Your Life (2013) and Building Blocks (2019). With more than two dozen nonprofits on his resume and even more awards on his shelves, Shamis has been at the helm of the boards of North Coast Community Homes, Inc., Hillel at Kent State, and the Cleveland Jewish News, to name a few.
    Master of Accountancy, The Ohio State University B.S. Biology, Tulane University
     
    Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us
     

    • 40 min
    A conversation with Allan Koltin

    A conversation with Allan Koltin

    Join host Hugh Duffy as he has a conversation with Allan Koltin, CEO of Koltin Consulting Group. Koltin is a nationally recognized speaker and industry analyst. He has appeared on numerous local and national media platforms, spreading his industry expertise. The two discuss various topics, focusing heavily on the future of the business. Which strategies will work long-term? Which ones are already being left behind? Join us!

    • 54 min
    Craft Beer and Local Food with Corey Lord

    Craft Beer and Local Food with Corey Lord

    Want to know about the craft beer and local wine and food industries? Then don't miss this episode! Join host Hugh Duffy as he talks with Corey Lord, Lord CPAs. The two discuss how he got started in this unique niche. What are some of the pressure points in those businesses? And what are some of his goals for the future? 

    • 29 min
    Look at the Film Industry Tax Credit Business with Irene Waschler

    Look at the Film Industry Tax Credit Business with Irene Waschler

    Want to know about the tax credit business in the film industry? Then don't miss this episode! Join host Hugh Duffy as he talks with Irene Waschler, Waschler CPA, LLC. The two discuss how she got started in this field. What are some of the challenges she faces? What marketing strategies have worked for her? Also, what does the future look like for Waschler CPA?

    • 27 min
    Luke Gheen: Building a Practice From Scratch

    Luke Gheen: Building a Practice From Scratch

    Building a practice from scratch. Would you leave a safe and comfortable controller position at a large company to start your own CPA firm? That’s what Luke Gheen, did – in his early 30s and without any public accounting experience. Tune in to listen to Luke talk about how marketing played a role in building his firm from the very beginning, why change continues to be a constant driver in managing his practice and how he has created a business that allows him to live a life according to his own rules.

    • 20 min
    Detailed Look at the E-Commerce Space with Marilyn Parham

    Detailed Look at the E-Commerce Space with Marilyn Parham

    Want to know the latest on the E-Commerce space? Then don't miss this episode! Join host Hugh Duffy as he talks with Marilyn Parham, Founder, and CEO of The Bottom Line® CPA, about the opportunities and challenges in E-Commerce. Parham explains the importance of finding a niche and mastering it and that's how she discovered the E-Commerce community. Tune into why she started their own Amazon channel to sell products as well.

    • 27 min

Customer Reviews

4.6 out of 5
34 Ratings

34 Ratings

Stephen feron ,

Top podcast

This is one of my top podcasts. Regardless of the industry or expertise of the guest, I always find something valuable (and often multiple things). Hugh does a great job letting the guests tell their stories; the recent one with Gary was fantastic.

CUSteve ,

Great podcast that talks about niches

Just listened to a few podcasts and enjoyed it. I love the focus on niches and how niches can help you focus on grow your firm easier and more profitably. Definitely worth a listen.

Dwight Peterson ,

JL, CPA

Great interview with Gary Shamis. Real insight and examples of what it's like to manage a firm of professionals and continually taking it to the next level.

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