Helping Firms Help Their Clients through the Current Economy by Cleaning Up Operations

1. Helping Clients with Projections

In this podcast we are joined by Bill Pirolli of Disanto, Priest & Company, Eric Rigby of the Rigby Group and George Willie of Bert Smith and Company. These three esteemed colleagues discuss the conversations they are currently having with clients about improving their forecasting with proper projections, what clients are saying and how to be sure you can get paid for the additional work. Listen to this Episode (18:51 min.)

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2. Helping Clients with Cash Flow

In this podcast we are joined by Bill Pirolli of Disanto, Priest & Company, Eric Rigby of the Rigby Group and George Willie of Bert Smith and Company. The three discuss the conversations they are currently having with clients about improving cash flow, where the client concerns are and how to turn cash flow consulting into a paid engagement. Listen to this Episode (18:45 min.)

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3. Helping Clients with Timing of Major Expenses

In this podcast we are joined by Bill Pirolli of Disanto, Priest & Company, Eric Rigby of the Rigby Group and George Willie of Bert Smith and Company. The three discuss what they are seeing and telling their clients about timing major expenditures, potential financing sources and how to have this important conversation with your client. Listen to this Episode (15:48 min.)

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4. Helping Clients with Strategic Planning

In this podcast we are joined by Bill Pirolli of Disanto, Priest & Company, Eric Rigby of the Rigby Group and George Willie of Bert Smith and Company. The three will discuss helping clients with strategic planning for the future. They will let us in on some of the current conversations they are having with their clients, where and how to identify the opportunity for consulting with your clients on strategic planning. Listen to this Episode (20:03 min.)

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Helping Firms Help Their Clients through the Current Economy with Financing & Liquidity

1. Helping Clients with Revisiting Term Loans

This podcast is an interview with Fred Kostecki of RubinBrown, David Morgan of Lattimore, Black, Morgan & Cain and Lee Wunschel of the LublinSussman Group. The three discuss the conversations they are having with clients about revisiting term loans in light of lower interest rates. They will provide their perspectives on the realities and struggles clients are having with trying to renegotiate term loans. Listen to this Episode (13:22 min.)

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2. Helping Clients with Reducing Debt

Hear Fred Kostecki of RubinBrown, David Morgan of Lattimore, Black, Morgan & Cain and Lee Wunschel of the LublinSussman Group discuss the conversations they are having with clients about reducing debt. Listen to this Episode (13:57 min.)

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3. Helping clients with Banking Relationships

In this podcast, Fred Kostecki of RubinBrown, David Morgan of Lattimore, Black, Morgan & Cain and Lee Wunschel of the LublinSussman Group discuss working on existing and potential banking relationships in the current economy. Learn what others are doing to strengthen current and future banking relationships for the firm and for the firm’s clients. Listen to this Episode (17:16 min.)

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Helping Firms with Internal Operations

1. Targeted Marketing

This podcast is an interview with Allyson Baumeister of Sanford, Baumeister & Frazier, Vickie Martin of Martin Starnes & Associates and Jina Etienne of Etienne & Associates. The three discuss the use of targeted marketing in their firm, in light of the current economic situation. Listen to this Episode (12:45 min.)

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2. Staff Expectations & Concerns

In this podcast, Vickie Martin of Martin Starnes & Associates, Marc Parkinson of Petrinovich, Pugh & Company and Allyson Baumeister of Sanford, Baumeister & Frazier discuss conversations they are having with team members to regulate anxiety in the current economic climate. Listen to this Episode (13:28 min.)

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3. Plan To Cut Costs Now For a Downturn After Tax Season

Hear Marc Parkinson of Petrinovich, Pugh & Company, Allyson Baumeister of Sanford, Baumeister & Frazier and Vickie Martin of Martin Starnes & Associates discuss their firm plans on managing and cutting costs now in anticipation for a slower time after tax season. Listen to this Episode (11:34 min.)

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4. Watch the Numbers, Not the News

This podcast is an interview with Jina Etienne of Etienne & Associates, Allyson Baumeister of Sanford, Baumeister & Frazier and Vickie Martin of Martin Starnes & Associates. The three discuss the firm financial information they are focusing on to manage their business over the bad news in the everyday media. Listen to this Episode (14:52 min.)

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5. Financial Metrics for Today’s CPA Firm

Hear Marc Parkinson of Petrinovich, Pugh & Company, Vickie Martin of Martin Starnes & Associates and Jina Etienne of Etienne & Associates discuss the financial measurements they are using to manage their practice day to day. Listen to this Episode (15:39 min.)

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6. Dealing with Fee Pressure

Hear Marc Parkinson of Petrinovich, Pugh & Company, Allyson Baumeister of Sanford, Baumeister & Frazier and Fred Kostecki of RubinBrown discuss how they are overcoming fee pressures when dealing with their clients. Listen to this Episode (12:47 min.)

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7. Be the CEO of Your Own Firm

Hear Marc Parkinson of Petrinovich, Pugh & Company, Allyson Baumeister of Sanford, Baumeister & Frazier and Fred Kostecki of RubinBrown discuss what it means to be the CEO of your firm and how they implement the concept into their firm. Listen to this Episode (13:12 min.)

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8. Small Firm Opportunities

Hear Vickie Martin of Martin Starnes & Associates, Bill Pirolli of Disanto, Priest & Company, Eric Rigby of Rigby Financial Group discuss small firm opportunities in today’s economic climate. Listen to this Episode (15:47 min.)

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9. Pre-Season Success Strategies

Hear Vickie Martin of Martin Starnes & Associates, Bill Pirolli of Disanto, Priest & Company, Eric Rigby of Rigby Financial Group discuss what they are doing in their firms to prepare for busy season. Listen to this Episode (14:34 min.)

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