Scaling New Heights 2017® – Learn More!

“I’m really excited about the new Podcasts. I’ve listened to the first one and I’m anxious for more. The Podcasts allow me to listen while in the car which allows me far more education that I would have time for in the office.” Hal Rosen, CPA 

The “Scaling New Heights” podcast is designed for accountants and other business advisors, providing professionals with year-round access to some of the key training from our annual Scaling New Heights conference. Each weekly broadcast includes an interview with a featured guest who is either a past Scaling New Heights presenter or a presenter we’ve recruited for an upcoming conference.

You can listen to episodes below or, better, subscribe to the podcast series on iOS or Android devices. Search for “Scaling New Heights” on your device’s podcast platform to subscribe.

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Building and Leading a Team

Clayton Oates


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Why did you enter the accounting profession? For many, the reason has a lot to do with a comfort in working with numbers, and not very much to do with the desire to lead a team. In this episode, Joe speaks with Clayton Oates about hiring, challenges with team members, and key advice for accountants who want to be better leaders.


Hector Garcia and Patricia Hendrix

Hector Garcia and Patricia Hendrix


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How do you measure the success of your practice? Many accounting professionals work diligently to increase the number of clients engaged, without developing and implementing a process for acquiring and retaining the right clients. In this podcast, Joe speaks with two powerful practitioners (Patricia Hendrix of Ten Key Business Solutions and Hector Garcia of Quick Bookkeeping & Accounting) about client acquisition and retention strategies.


Becoming & Remaining Distinctive

Stephen King and Laura Redmond


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The profession is crowded. There are hundreds of thousands of CPAs, tax preparers and bookkeepers actively practicing in the United States alone. The profession is also commoditized. Crowding, massive national franchises and technology shifts cause many practitioners to compete on price – to use price point as their distinction.

In this podcast we take this challenge head on with two of the nation’s leading practitioners (Laura Redmond or Redmond Accounting and Steve King of Growthforce). These cutting edge leaders perpetually create distinction in their firms in the areas of culture, service delivery, efficiency, and effectiveness (i.e. value) to increase margins in an increasingly competitive and commoditized profession.


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