Want your firm's tech and process set up so you actually have time to market it? Start at y10taxtech.com.

Most firm owners think their marketing isn't working because they aren't spending enough money on ads. Karen Reyburn has spent years proving otherwise.

In this episode, Karen breaks down why audience is the first question and every other marketing question is downstream of it. She explains why "we're friendly and we really care" isn't a differentiator, it's the price of admission. And she makes the case that accountants are already creative, they just don't recognize it when they're doing it.

We also get into the story of the $10,000 hammer tap, why your five-minute answer isn't worth five minutes of money, and the "how might we" question that unlocks better client experiences without a rebrand.

Karen is the author of Accountants, You Are Creative* and founder of The Profitable Firm. Both her books are available in paperback, ebook, and audiobook (narrated by Karen) at karenlreyburn.com.

Ready to stop losing hours to setup and admin? Go to y10taxtech.com.

Ready to reduce the overwhelm and scale your firm? Book your free discovery call at y10taxtech.com.

Every month you rebuild the same reports. You re-export the numbers, rebuild the same workpaper, and then redo the whole thing when one transaction changes after the fact. Most firm owners just accept that grind as part of the job. This episode is about why it does not have to be.

I sat down with Lasse Kalkar, the founder and CEO of LiveFlow, who built an entire company around killing the manual reporting grind for accounting and finance teams. His own path is not what you would expect: from doing soccer tricks as a teenager, to running a coffee shop where he had no idea what his real margins were, to building one of the reporting tools accountants actually love.

In this conversation, you will learn:

• How to give your own firm the same financial clarity you deliver to clients every day, instead of leaving your own numbers a black box
• Why the manual reporting grind is the first thing to systematize away, so your hours go to the advisory work that actually pays
• Why what got your firm from point A to point B will not get it from B to C, and when bringing in outside help is the smarter move than doing it all yourself

If your practice management software and reporting workflows are fighting you, this one is worth your time.

Featured guest: Lasse Kalkar, Founder & CEO of LiveFlow

• LinkedIn: https://www.linkedin.com/in/lassekalkar
• LiveFlow: https://www.liveflow.io/

Erin Pohan, founder of Upkeeping and WAVE-Seattle, shares her journey from a small-town girl in Cleveland to a successful entrepreneur. She discusses her early experiences in accounting, her time living in Japan, and the challenges of balancing work and family life. Erin also delves into the creation of her bookkeeping business and her passion for community engagement through content creation and conferences. She emphasizes the importance of mindset in entrepreneurship and offers valuable advice for aspiring accountants. The conversation concludes with insights into the future of accounting in the age of AI.

Connect with Erin!

https://www.linkedin.com/in/erinpohan/

🤝Connect with Yehuda:
🐦X: https://x.com/Y10Tax
💼LinkedIn: https://www.linkedin.com/in/yehuda-tenenbaum/

✉️Want to join the show? Send me an email @ thepeoplebehindthebooks@gmail.com.

http://thepeoplebehindthebooks.com/

00:00 Intro

02:35 Journey into Accounting

11:46 Life in Japan and Career Development

14:03 Transitioning to Philadelphia and Work-Life Balance

24:59 Starting Upkeeping: The Birth of a Business

33:12 Day-to-Day Operations at Upkeeping

39:06 Creating Content and Community Engagement

41:59 Launching Wave Seattle Conference

48:24 Advice for Aspiring Accountants

51:01 The Future of Accounting and AI

54:54 Rapid Fire Questions