24 episodes

We are sisters on a mission to change the stigma of the accounting industry. Our goal is to help others in our industry love what they do and not die at their desks. We do this by helping firm owners set up and refine their processes and operations, which will help them build a business that they love We want to help YOU build a better accounting business - we know it's possible because we have done it & continue to do it.
Special guest speakers.
Come learn with us!

Owners & Operations - Accountants Owners & Operations

    • Business
    • 5.0 • 15 Ratings

We are sisters on a mission to change the stigma of the accounting industry. Our goal is to help others in our industry love what they do and not die at their desks. We do this by helping firm owners set up and refine their processes and operations, which will help them build a business that they love We want to help YOU build a better accounting business - we know it's possible because we have done it & continue to do it.
Special guest speakers.
Come learn with us!

    Knee Deep in a Firm Buyout w/Craig Hausz

    Knee Deep in a Firm Buyout w/Craig Hausz

    This week we grill our good friend Craig Hausz abut firm acquisitions. Craig has grown his firm exponentially through buyouts over the years and he has learned A LOT. This week, he is in the middle of adding over half a dozen new employees and onboarding hundreds of clients. Listen & learn with us!



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    • 1 hr 8 min
    How Culture Drives Profits w/Matt Patrick

    How Culture Drives Profits w/Matt Patrick

    We are PUMPED to have Matt Patrick on to talk about Company Culture. His firm, Patrick Accounting, has received several honors and awards for the 'best firm to work for' by AccountingToday in 2021, Inc 5000 Fastest Growing companies in 2019, 2020 & 2021, as well as many other recognitions. Let's just say that when it comes to having a badass culture, Matt Patrick is the OG, and we should all listen to what he has to say.



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    Interested in Matt's Company & Services? Click Here

    • 53 min
    The Most Useful Marketing Tactic For Any Business

    The Most Useful Marketing Tactic For Any Business

    This week our good friends over at Business Builders - a top tier marketing agency, Ali & Kari, completely school us on the big picture marketing principles and practices.

    We talk about messaging, platforms, StoryBrand, marketing mistakes & more.

    Click here to set up your free consult with Business Builders - Mention Owners & Ops 

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    Click Here to go to Our Website

    • 1 hr 7 min
    Does Accounting Run in Your Family?

    Does Accounting Run in Your Family?

    This week a good friend of ours & a fellow generational firm owner, Kurt Rickoff.

    Not only is he second generation - his daughter is now under his wing, learning the ropes.

    Tune in for a lighthearted discussion & to learn how very different our parents handled bringing us into the business.

    Click Here to Join Our Private Facebook Group

    Click Here to Check Out Our Courses, Workshops & More

    • 59 min
    Out of the Box Firm w/Andrew Berg

    Out of the Box Firm w/Andrew Berg

    Andrew Berg is on our top favorite people list.

    He is a firm owner that makes it a point to think and work outside of the box and is anything BUT traditional.

    This week we have a great, hilarious conversation with him about how an out of the box firm is possible - how not working overtime and giving your staff flexibility is not only possible, but the only way any of us will ever do business.

    Interested in our courses to help your firm out of the box?

    Click Here To Visit Our Website

    Click here to Join the O&O FB Group

    • 1 hr 10 min
    Simplified Organic Marketing

    Simplified Organic Marketing

    This week will BLOW YOUR MIND. 

    Did you know organic marketing could be as simple as 10-20 word posts that take a few seconds to create? Cameron Montgomery, an absolute powerhouse in the marketing world for accountants and bookkeepers, joins us this week to drop some knowledge bombs, give us practical tips that we've already started implementing (and you can too) and tells us a little about the program he offers.

    Click here to Join Cameron's Marketing Group on FB

    Click here to Join the O&O FB Group

    • 1 hr 3 min

Customer Reviews

5.0 out of 5
15 Ratings

15 Ratings

kahgehicb ,

Relatable and real

The best part about this podcast other than the wealth of information and wisdom about running a firm is that they are very authentic and relatable people. I feel like I’m actually getting to know them and not listening to some stuffy accountants.

mcabral27 ,

Great show

They obviously know what they’re talking about and give no-nonsense practical solutions and advice. Also, they’re funny.

taxdude3 ,

A must for Accounting firm owners

These podcasts are so valuable for firm owners and employees. They are giving away so much valuable free info it is unreal.

My wife and I purchased the firm from my parents and have been managing it for over 25 years. I grew up in this business that was started nearly 50 years ago, and I still learn something from every episode!

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