Accountants 2.0 Steve Perpich and Ted Williamson

Embark on a journey through the nuances of client onboarding with Ted Williamson and Steve Perpich. We unravel the art of starting off on the right foot with new clients and why it's a pivotal moment in crafting enduring partnerships. From the welcoming handshake to digital platforms like Financial Cents and Carbon, we dissect the anatomy of an exceptional onboarding experience, while emphasizing the critical importance of safeguarding sensitive data transfers. Our conversation promises to eq...

Are you fully harnessing the power of up-to-date compliance knowledge to elevate your accounting practice? Prepare to be equipped with the essentials as Ted Williamson and Steve Perpich dissect the dynamic realm of compliance and regulations, ensuring you're not just current, but ahead of the curve. We explore the critical need for continuous education in an industry where standing still means falling behind. Discover a treasure trove of resources, from newsletters to tax software updates, th...

Unlock the secrets to expanding your client base and growing your accounting firm as Ted Williamson and I, Steve Perpich, share cutting-edge networking and engagement strategies. Discover how to craft a powerful online persona that instantly boosts your credibility, and learn to target industry-specific events for generating warm leads that set you apart from the competition. With our firsthand experiences and proven tactics, you'll be equipped to refine your elevator pitch and pinpoint your ...

Unlock the secrets of a magnetic online presence for accountants with Ted Williamson’s and Steve Perpich’s sage advice, as we dissect the art and science of effective marketing strategies. Our latest episode is a trove of professional wisdom, where we explore the non-negotiables of a stellar website, compliance standards, and why your web presence requires an expert touch. Ted’s and Steve’s insights reveal the costly risks of ignoring guidelines like ADA, AODA, and WCAG, and the game-changing...

Unlock the secrets to expanding your accounting services without stretching yourself too thin. This treasure trove episode is a must-listen for accountants and bookkeepers aiming to elevate their practice through value-added services like advisory CFO roles. We're peeling back the layers on how to intertwine high-level financial expertise with the meticulous transactional knowledge of different accountants and bookkeepers to create a comprehensive service array for your clients. Whether it's ...

Imagine your most sensitive financial information, like the keys to your personal treasure chest, in the hands of someone you trust—your accountant. Now picture that trust shattered by a cyberattack. As accountants Steve Perpich and Ted Williamson join us, we confront this reality head-on, dissecting cybersecurity's indispensable role in the accounting realm. It's not merely a box to tick; it's a commitment woven into the daily practices of a firm, a testament to the integrity owed to every c...