In this episode, Dawn Howard hosts Patrick O'Donnell to explore effective strategies for SMB growth. They discuss how to leverage relationships, safeguard your reputation, and build trust to ensure sustainable success.

•The importance of focusing on value creation before pitching products during workshops

•Building alignment within teams through coaching models tailored for owners and sales leaders

•The role of AI in enhancing sales productivity, lead generation, and coaching practices

•How servant leadership drives growth without burnout

•Practical methods to integrate technology like CRM and AI for operational excellence

•Addressing common challenges such as staff turnover and inconsistent processes

Connect with Dawn Howard:

•LinkedIn: https://www.linkedin.com/in/dawn-howard-m-s-b4a6b911

•Email: dawn@yorcmo.com

Connect with Patrick O'Donnell:

•LinkedIn: https://www.linkedin.com/in/patrickwodonnell/

•Website: https://salesxceleration.com/advisors/patrick-odonnell/

•Email: podonnell@salesxceleration.com

Accounting for Growth is the podcast for CPA firm leaders who know referrals aren’t enough. Hosted by Chad Person, founder of AccountingCMO and fractional CMO to high-growth accounting and advisory firms, each short episode features outside experts with fresh takes on how accounting firms can overcome inertia, unlock opportunity, and confidently scale.

In under 12 minutes, you’ll hear punchy, actionable conversations with marketers, data experts, technologists, and strategic advisors working at the edge of accounting innovation. Whether it's AI in sales, better positioning, or building a smarter pipeline, each guest brings a clear takeaway on how to drive meaningful, measurable growth.

Brought to you by AccountingCMO and powered by yorCMO, this podcast helps you rethink growth, without fluff or filler.

Ways to Tune In

•Amazon Music - https://music.amazon.com/es-co/podcasts/0dd0a29a-4f47-4480-b01b-6115ddccb42e/accounting-for-growth

•Spotify - https://open.spotify.com/episode/4uGxGsuJPMs2vgc7RThgWm?si=fQxYnDEiQtinP5co97EuZA

•Creator: https://creators.spotify.com/pod/profile/accounting-for-growth-pod

•Youtube: https://youtu.be/6L0kHViCnKU

Accounting for Growth podcast is produced by YorCMO

This episode dives into the common pitfalls of CRM implementation in professional services, especially within accounting firms, and offers practical advice on how to align systems with business growth. Join us to explore strategies for effective system design, leadership buy-in, and automation that truly drives visibility and revenue.

Key Topics:

•The root causes of CRM failures, from poor implementation to lack of purpose

•The importance of establishing clear processes before CRM deployment

•How leadership alignment and accountability influence success

•The role of automation and data quality in scaling growth

•Designing systems that reflect how a firm actually sells and operates

•The value of an external audit and phased implementation to reduce risks

•Practical steps for firms starting fresh or fixing existing systems

•How to leverage a client journey to improve CRM effectiveness

Links

Alina Schenk – Founder, TheOpsArchitect.io

LinkedIn: https://www.linkedin.com/in/alinamschenk/

Accounting for Growth is the podcast for CPA firm leaders who know referrals aren’t enough. Hosted by Chad Person, founder of AccountingCMO and fractional CMO to high-growth accounting and advisory firms, each short episode features outside experts with fresh takes on how accounting firms can overcome inertia, unlock opportunity, and confidently scale.

In under 12 minutes, you’ll hear punchy, actionable conversations with marketers, data experts, technologists, and strategic advisors working at the edge of accounting innovation. Whether it's AI in sales, better positioning, or building a smarter pipeline, each guest brings a clear takeaway on how to drive meaningful, measurable growth.

Brought to you by AccountingCMO and powered by yorCMO, this podcast helps you rethink growth, without fluff or filler.

Ways to Tune In

•Amazon Music - https://music.amazon.com/es-co/podcasts/0dd0a29a-4f47-4480-b01b-6115ddccb42e/accounting-for-growth

•Spotify -https://open.spotify.com/episode/4uGxGsuJPMs2vgc7RThgWm?si=fQxYnDEiQtinP5co97EuZA

•Creator: https://creators.spotify.com/pod/profile/accounting-for-growth-pod

•Youtube: https://youtu.be/8GkTStR3M0g

Accounting for Growth podcast is produced by Frost Media Group

Learn more at https://frostmediagroup.com

In this episode we kick off your offshore staffing journey with insights on transitioning from a reactive bandaid to a strategic, long-term business model. Discover how firms are building operational models around offshore teams, leveraging talent effectively, and boosting ROI.

Takeaways:

•The difference between using offshore staffing as a short-term fix versus a strategic asset

•How offshore teams can be integrated into long-term operational models

•The key metrics and KPIs to track for offshore staffing success

•The importance of onboarding, communication, and cultural integration

•Common challenges and pitfalls to avoid when building offshore teams

•The impact of offshore staffing on firm profitability and growth

•Emerging offshore talent markets beyond traditional regions

•Practical steps to start or expand offshore staffing in your firm

Connect with Dawn Howard:

•LinkedIn: https://www.linkedin.com/in/dawn-howard-m-s-b4a6b911

•Email: dawn@yorcmo.com

Connect with Jordan Sublette (Founder and CEO, Cloud Accountant Staffing)

•LinkedIn: https://linkedin.com/in/jordansublette

•Email: Jordan@cloudaccountantsafing.com

Connect with Connor Bland (Head of growth, Cloud Accountant Staffing)

•LinkedIn: https://www.linkedin.com/in/connerbland/

•Email: conner@cloudaccountantstaffing.com

Accounting for Growth is the podcast for CPA firm leaders who know referrals aren’t enough. Hosted by Chad Person, founder of AccountingCMO and fractional CMO to high-growth accounting and advisory firms, each short episode features outside experts with fresh takes on how accounting firms can overcome inertia, unlock opportunity, and confidently scale.

In under 12 minutes, you’ll hear punchy, actionable conversations with marketers, data experts, technologists, and strategic advisors working at the edge of accounting innovation. Whether it's AI in sales, better positioning, or building a smarter pipeline, each guest brings a clear takeaway on how to drive meaningful, measurable growth.

Brought to you by AccountingCMO and powered by yorCMO, this podcast helps you rethink growth, without fluff or filler.

Ways to Tune In

•Amazon Music - https://music.amazon.com/es-co/podcasts/0dd0a29a-4f47-4480-b01b-6115ddccb42e/accounting-for-growth

•Spotify - https://open.spotify.com/episode/4uGxGsuJPMs2vgc7RThgWm?si=fQxYnDEiQtinP5co97EuZA

•Creator: https://creators.spotify.com/pod/profile/accounting-for-growth-pod

•Youtube: https://youtu.be/nGCnR_ncJdc