Artwork for podcast The Concierge CPA
43 - Strategies for Success: Julie Smith's Tips for Operational Efficiency and Revenue Growth
Episode 431st April 2024 • The Concierge CPA • Jackie Meyer
00:00:00 00:51:47

Share Episode

Shownotes

Today on the Concierge CPA Podcast, Julie Smith shares her experiences in corporate America, her transition to entrepreneurship, and the growth of her CPA firm. Additionally, she discusses the conception of her podcast, 'Empowering Entrepreneurs', and her mission to build a supportive community for business owners. Julie reveals strategies for operational efficiency and increasing revenue, providing invaluable insights for aspiring entrepreneurs and established business owners alike.

🔗 Connect with Jackie Meyer and Julie Smith

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

Julie's LinkedIn at https://www.linkedin.com/in/the-julie


Sponsored by TaxPlanIQ - https://www.taxplaniq.com

Follow

Links

More Episodes
43. 43 - Strategies for Success: Julie Smith's Tips for Operational Efficiency and Revenue Growth
00:51:47
42. 42 - The Future of TaxPlanIQ: A Conversation with CEO Dave Lukas
00:41:55
41 - Charting the Future: The Unofficial QuickBooks Accountants feat. Hector and Alicia"
00:51:11
40 - Mastering the CPA Game with Mike Payne
00:42:16
39 - A Deep Dive into Defined Benefit Plans with Financial Guru David Podell
00:46:00
38 - Pricing With Purpose with Geraldine Carter
00:44:18
37 - Bottoms Up - Raising the Bar With Seth David
00:47:27
36 - #TaxTwitterRetreat: Insights from Mary McDonald and Brian Streig
00:44:08
35 - A Fireside Chat with Forbes' Tax Girl, Kelly Phillips Erb
00:58:38
34 - Bridging the Gap with Tri-Merit's Randy Crabtree
00:38:05
33 - Accounting Highs and Lows With Visionary Scott Scarano
00:37:15
32 - The AI Thinktank with Randy Johnston and Brian Tankersley
00:47:55
31 - A Journey Of Faith in Finance with Keith Conley
00:53:48
30 - How to Hire a Tax Planner
00:32:13
29 - The Secret Behind the Top 1% Accounting Firms
00:47:58
28 - Don't Drop Your Balls: The Art of Prioritization
00:31:42
27 - Exploring The New Horizons of AI in Accounting with Scott Scarano, Randy Johnston, Kelly Mann, Jeremy Wells, and Jessica Smith
00:56:39
26 - Exploring AI Integration and Personalization in Accounting with Rob Brown, Chris Hervochon, Patrice Malloy, and Jason Staats
01:01:05
25 - 5C's (From Cannabis to Crypto) You'd Never Put Together with Crystal Wampler
00:43:58
24 - Charting the Future of AI in Accounting with Darren Glanville, Ed Kless, Donny Shimamoto, and Shannon Weinstein
00:56:10
23 - Being Present with Mariette Martinez and Misty Megia
00:50:42
22 - The Journey to Tax Accounting Services with Platinum Book Keeper's Tania Santos
00:41:48
21 - The Credit Guy with Tri-Merit's Randy Crabtree
00:49:02
20 - The Accounting Titan with GO CPA's Greg O'Brien
00:56:45
19 - The Royal and Wise Queen of QuickBooks with Royalwise's Alicia Pollock
00:46:41
18 - Hoping for a Secure Future with Donny Shimamoto
00:49:17
17 - The Process Guy with Hall CPA PLLC's Brandon Hall
00:51:15
16 - Behind the Curtain with Realize's Jason Staats
00:40:40
15 - She Who Cares with Jones Taxing and Financial's Shanita Jones
00:46:39
14 - The Heater with Lorilyn Wilson
00:48:34
13 - The Social Butterfly with JWellsCFO's Jeremy Wells
00:36:46
12 - An attorneys insight on ERC and the IRS with Moskowitz LLP's Steve Moskowitz
00:24:38
11 - Driving Efficiency through Discipline with Chuck Bauer
00:28:09
10 - Examples of Integrating Faith in Work with EIL's Joe Petersen
00:27:00
9 - Being Kind and Honest with Alex Meyer
00:10:25
8 - Time For Change with Martha Krejci
00:28:06
7 - Pairing Solutions with Protea Financial's Zane Stevens
00:37:06
6 - Redeeming Your Time with Jordan Raynor
00:50:03
5 - See Beyond The Numbers with Accounting and Taxes Corrin Woodard
00:30:23
3 - When To Start Your Business with DLD Accountancy's Dennis Duban
00:37:45
4 - Dream Bold with Tatiana Tsoir
00:34:07
2 - Just Do It with Small Business Tax Savings Podcast's Mike Jesowshek
00:30:07
1 - The Concierge CPA with Jackie Meyer
00:11:56