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CPA CAREER PATHS

Rosey Flaherty, CPA, MSA

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Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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CPA Life

John Randolph

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CPA Life, with host John Randolph, focuses on local CPA firm leaders across the country who go against the grain in building exceptional organizations through non-traditional practices. They show there are firms outside of the Top 100 where you have the ability to build a sustainable, family-friendly career in accounting. Listen in and discover that's not the exception – but the rule!
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The Unique CPA

Randy Crabtree, CPA

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The Unique CPA is the show where we’re going beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading edge management techniques and styles. We’re keeping you at the forefront of the changing face of public accounting with fascinating leaders, bringing you their stories and advice inside the accounting industry.
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Oh My Fraud

Greg Kyte & Caleb Newquist

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"Oh My Fraud" is an irreverent podcast from CPA/comedian Greg Kyte and blogger/former CPA Caleb Newquist. The two come together to unpack their favorite frauds and explore the circumstances, psychology, and interpersonal dynamics involved. They also fully indulge in victim-blaming the defrauded widows, orphans, infirm and feeble-minded—because who can resist? If you fancy yourself a trusted advisor—or prefer your true crime with spreadsheets instead of corpses—listen to this show to learn wh ...
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An original podcast series from the Texas Society of CPAs specially created to share insights and navigation tips for those on the path to a CPA license, as well as those who just want to learn a little bit more about what it means to be a CPA.
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Real moms. Real mom financial issues. Real moms in business. Real stories. I am Booth Parker. A CPA, wife, and mom that loves all things home and family. In this podcast, I talk all things money for moms, families, and small business. From tips to ideas to info you just need to know, I break it down so moms can apply it to their own families and businesses!
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Money Guy Show

Brian Preston and Bo Hanson

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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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The Accounting Podcast

Blake Oliver & David Leary

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The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
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Unofficial QuickBooks Accountants Podcast

Hector Garcia, CPA & Alicia Katz Pollock, MAT

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Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA and Alicia Katz Pollock, MAT. Hector and Alicia break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.
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CAS Minute

Roman Villard, CPA

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CAS Minute, hosted by Roman Villard, CPA, delivers quick and impactful insights for growing and optimizing your Client Advisory Services practice. In each episode, we dive into practical strategies, proven methodologies, and innovative approaches across CAS Sales, Operations, Culture, Foundations, and Marketing. Tune in for concise, actionable advice designed to help you tackle the most pressing challenges in your CAS practice, all in less than 5 minutes.
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Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
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INTHEBLACK Out Loud brings you a curated selection of audio articles from CPA Australia’s award-winning magazine, INTHEBLACK. Stories span a wide range of topics, including business, career development and the economy, and offer key insights into strategic thought leadership and expert analysis. CPA Australia publishes four podcasts: With Interest, INTHEBLACK, INTHEBLACK Out Loud and Excel Tips. To find out more about our podcasts, visit https://www.cpaaustralia.com.au/tools-and-resources/po ...
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The With Interest podcast brings you unrivalled commentary and thought leadership for businesses, accounting and finance professionals. Each week, we share expert industry opinions, insights and resources across accounting, public practice, taxation, auditing, finance, strategy, leadership, economic and business-related issues. Subscribe today to stay up-to-date with the latest episodes. With Interest is presented by CPA Australia, one of the world’s largest accounting bodies, with core serv ...
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Technology in the finance sector is rapidly growing, particularly when it comes to how business leaders and entrepreneurs integrate new information system developments into their operations. In this podcast, FloQast CEO Mike Whitmire (inactive CPA) and Producer Drew Carrick, CPA (The Rapping CPA) co-host a bi-monthly discussion, with occasional guests, on timely news and updates that impact the accounting, finance, and technology sectors, through an entrepreneurial and thought leadership len ...
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Deadhead Cannabis Show

Larry Mishkin, Rob Hunt, Dan Humiston, Jamie Humiston, PodConx

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Candid discussions about cannabis inspired music, great past and upcoming concerts and the social implications of legalized cannabis. Old-school Grateful Dead fans, cannabis attorney Larry Mishkin share review past Grateful Dead concerts, discusses new music, shares music related news, concert updates and cannabis stories and his view of the industry. Produced By PodConx
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The Infinite Wealth Podcast

Infinite Wealth Consultants

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We combine the teachings of Robert Kiyosaki’s Rich Dad Poor Dad with Infinite Banking to create financial freedom (Passive Income is greater than your Monthly Expenses or PI ME) Our episodes are conversations that focus on • Creating Passive Income • Infinite Banking • Tax and legal advice for Investors
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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This is THE podcast that helps women advance toward economic, social and political achievement. This podcast is here to inspire you, so you’ll take the necessary steps to advance your career to the next level. Hosted by Betty Collins, CPA, and Director at Brady Ware and Company. Betty also serves as the Committee Chair for Empowering Women, and Director of the Brady Ware Women Initiative. Each episode is presented by Brady Ware and Company, committed to empowering women to go their distance ...
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The FICPA podcast is to inform and educate our members & the CPA community with today’s hottest issues. Our mission is to serve our members, enhance their competency & professionalism, support professional standards, promote the value of our members & advocate on behalf of the CPA Profession.
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Welcome to The Smarter Accountant Podcast, a unique podcast for CPAs and accountants who are ready to take their careers, businesses and lives to the next level. This is the podcast where brain science meets accounting, revolutionizing the way you approach your professional and personal growth. We believe that success in accounting goes beyond numbers and spreadsheets—it's about understanding your unique accountant brain and leveraging that knowledge to achieve extraordinary results. Are you ...
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The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www. ...
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Sales Tax & More is the weekly show that talks about everyone's favorite topic...Sales Tax! Listen in each week as we talk with experts, professionals, and more to help you understand this often-overlooked tax.
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The eCommerce Money Map Podcast

Salim Omar, Shawheen Amirkhizi

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The eCommerce Money Map Podcast is a podcast for eCommerce business owners. Join Salim Omar, CPA and Shawheen Amirkhizi as they talk to experts in the eCommerce market, providing the audience with the tools to make their eCommerce business a success.
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Do you owe back taxes to the IRS or your state government or have unfiled tax returns? Then this is the podcast for you! Every Monday, Wednesday, and Friday, Logan Allec, CPA — owner of A+ BBB-accredited tax resolution firm Choice Tax Relief — explains exactly how to get tax relief for your back tax debt. Would you like a FREE tax relief consultation with Logan's company, Choice Tax Relief? Schedule your consultation now by calling 866-8000-TAX!
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The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus on tax savings and ways to have a financially sound back bone to your small business. Our goal is to have you paying the least amount in taxes as legally possible.Hosted by by Mike Jesowshek, CPA, this is a quick hitting podcast aimed to get you important information without all the fluff. You can find episodes, blog posts, information on our software TaxElm and more on our website: www.TaxSav ...
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IRS Whisperer

Dan Henn, CPA, CTR™

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This is a show for tax professionals who want to expand their tax practice into IRS Representation (Collections and Exam). We teach the principals (and some advanced tips) on Marketing, Practice Management and Tax Technical tips to grow, manage and handle just about any case.
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CFO THOUGHT LEADER

The Future of Finance is Listening

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CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations. We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart thei ...
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You'll learn our top strategies to improve your career, confidence, lifestyle from us and other crazy successful seasoned consultants in IT and Management. Engage in the conversation as we discuss everything that brought us longevity and success over the years in the consulting industry.
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John Garrett’s research involves asking professionals, "Who else are you beyond your job title?" Accountants, consultants, lawyers, engineers, and other professionals everywhere are doing hobbies and passions after they leave the office. We discuss why these outside-of-work interests matter and how they've impacted their career.
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NextGen Strategies

Grant Covault & Tyler Davis

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Welcome to the NextGen Strategies Podcast, the podcast for modern strategies to help family-owned, small businesses grow and compete. Join long-time friends Grant Covault, marketing strategist and owner of GC Strategies, and Tyler Davis, CPA and owner of DAT CPA, as they interview subject experts on a variety of subjects such as leadership, marketing, finance, operations and much more. If you are a current business leader, aspiring entrepreneur, or just someone looking to get the scoop on th ...
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A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Clie ...
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An educational podcast to teach you about how taxes affect your business and personal lives and how to lower your tax bill. Taxes affect every area of life, from buying a house, trading stocks, trading NFT/Crypto currency, operating a business, and even giving birthday gifts. We are here to help you understand the complexities of the tax code. Disclaimer: The purpose of this podcast is for educational purposes. Please consult with your accountant, financial advisory and other resources befor ...
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Top Producer Podcast is hosted by Paul Neiffer, CPA and Top Producer columnist. He’s a go-to adviser to farmers across the country and is joined by business-minded farmers and ag experts to discuss top trends in farm management, tax issues, policy implications and more.
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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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Welcome to the Art of Dental Finance and Management with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals through saving taxes, investing and planning wisely and managing your dental practice, so it can become as profitable as possible. Here is your host…CPA Art Wiederman.
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Excel Tips

CPA Australia

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Excel Tips is a podcast for accounting, business and finance professionals who are looking to sharpen their spreadsheet skills and learn new hacks and tricks from Neale Blackwood CPA, a Microsoft Excel expert. Excel Tips helps spreadsheet users discover Excel’s hidden features and shortcuts and understand how best to apply the newest features and functionality. The podcast is a companion to regular articles in INTHEBLACK, CPA Australia’s award-winning business magazine. Every podcast episode ...
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The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively ...
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The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.
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Building Your Money Machine

Mel H Abraham, CPA, CVA, ASA

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Welcome to 'Building Your Money Machine,' (fka The Affluent Entrepreneur Show) hosted by Mel Abraham, CPA, a renowned financial expert and author of USA Today Bestseller, 'Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!.' On this podcast, Mel shares his insights and experiences from over 30 years in the field of wealth-building, entrepreneurship and mentorship to financial freedom. Each episode provides actionable strategies to master your money ...
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In this award-winning show, CPA Richard and Joe bring on excellent and interesting VIP guests and experts to discuss a wide range of topics ranging from great financial advice for family offices to guests from the worlds of entertainment, health, law, philanthropy and relevant areas about our lives, leisure, legacy and beyond. Whether financial expert or notable guest, listeners are treated to great informational and spontaneous, entertaining conversations. See awards at http://www.iymoney.c ...
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Leadership beyond control means empowering others to succeed and, of course, eating last. Accounting ARC With Byron Patrick and Donny Shimamoto Center for Accounting Transformation This episode of Accounting ARC offers a candid discussion on leadership with Byron Patrick, CEO and founder of VERIFYiQ, and vice president of Client Success at The B3 M…
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CPA Life’s 50 episode milestone marks the beginning of a conversation between John Randolph and Chris Papin, owner and founder of Papin CPA in Edmond, Oklahoma. Discussing the transition from traditional to modern CPA practices, Chris prioritizes sustainability, employee well-being, and client needs. He shares insights into his firm's growth, innov…
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Randy Crabtree is joined by Andrew Leck, CEO of MSI Global Alliance, on Episode 178 of The Unique CPA. An international association of lawyers and accountants, MSI brings professionals together, and Andrew discusses the thriving and collaborative community MSI has created, with a special emphasis on its benefits to mental and physical well-being. I…
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Ep.45: Having a network is an intangible asset that you can't put a value on it. It's priceless. 00:00 - Transitioning from a Regional Accounting Firm to a National Firm: Key Experiences and Insights 02:59 - Did You Always Aspire to Own Your Own Accounting Firm? 04:55 - How Long Did It Take to Prepare for the Launch of Your Own Accounting Firm? 08:…
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Helping your child find the right college can feel daunting, but learning from others makes the process much easier! Booth describes her journey through the college tour process, sharing the good decisions made as well as the mistakes, and the key lessons that helped her and her son find the right school. Tune in for valuable tips on helping your c…
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Are your tax debt payments exceeding the amount of extra money you have every month? Listen to today's episode to learn more about your options. Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ Mentioned Video Link: -Offer in Compromise Guidelines + Formula: EXACTLY How Much to Offer to the IRS!: • …
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Join Tom Wheelwright as he discusses the evolution of a business and when to recognize it is time to exit with entrepreneur and investor, Greg Jaggers. Greg Jaggers is co-owner of J&H Livestock located in the Shadows of the Wind River Range, which served as an essential corridor for the Lander Trail which is a spur to the Oregon Trail. His ranch li…
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Blake and David meet with Kenyth Holdefer, who shares his unconventional path to becoming a CPA. Kenyth details how he obtained his bachelor's and master's degrees in just over four months through Western Governors University's competency-based education model, followed by passing all four CPA exams within six months. Kenyth highlights his transiti…
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2:33 Tell us a bit about your firm and how you got to where you are. 3:45 What was the best and worst thing that happened when you went fully virtual and remote in your firm? 5:28 Get a little vulnerable with us. What is the hardest thing that happened, and how did you - or are you still working on overcoming it? 7:18 You said you fell in love with…
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In this episode of the Tax Smart REI podcast, Thomas Castelli and Nathan Sosa explore the often overlooked Section 179 deduction and its potential benefits for commercial real estate investors and short-term rental owners. As bonus depreciation phases out, Section 179 is becoming more relevant for those looking to immediately expense certain capita…
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Send us a text In this episode, you'll hear the incredible story of Michelle, an immigrant from Honduras who transformed her life through real estate after ditching the corporate grind. Along with her husband, she's flipped over 5,000 pieces of land—avoiding the headaches of contractors and competition that come with house flipping. The simplicity …
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Learn about sole proprietors and single member LLCs taxation by the IRS and what to keep track of for income tax purposes Full episode out on Youtube and Audio. #newbusiness #llc #schC #accounting #business #taxes #bookkeeping #accountant #accountantlife #cpa #entrepreneur #finance #financialfreedom #taxeducation #education #taxaccountant #mactax #…
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"My 28-year old kid is getting married in December and has a 6-figure net worth. I want to make them get a prenup before they get married, but am wondering what the Money Guys think. I would hate to see their financial future slip away due to a messy divorce." We'll walk you through that question and more in today's Q&A episode! Jump start your jou…
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Wendy Walker, VP of Regulatory Affairs at Sovos, shares her passion for quilting and running. Wendy reveals how she began quilting eight years ago to connect with her mom, utilizing pictures and video calls to collaborate from different states. She discusses the therapeutic and creative aspects of quilting, highlighting its significance as a stress…
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Living with purpose and leaving a legacy. What do these concepts mean to you personally, and how do you strive to implement them in your life or career? We continue our conversation with the remarkable Lubna Najjar. In part two of our interview, Lubna talks about the profound impact of her book, which offers in-depth case studies on mass market man…
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In this episode of the Art of Dental Finance and Management, host Art Wiederman is joined by Brannon Moncrief of McLerran & Associates to delve into the complexities of DSO transactions. Whether you’re contemplating a practice sale or simply curious about the intricacies of these deals, this conversation covers essential topics such as the tricks D…
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Send us a text Are you missing out on one of the most overlooked tax deductions available to small business owners? In this episode, Mike Jesowshek discusses the often misunderstood home office tax deduction, breaking down its requirements and benefits for small business owners. He covers the main qualifications, including exclusive business use an…
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Caleb and Greg welcome Kelly Paxton, a former fraud investigator who has worked at both the federal and local level to talk about her career and one of her favorite red collar crime stories. Sponsors SafeSend - https://ohmyfraud.promo/safesend MakersHub - https://ohmyfraud.promo/makershub interVal - https://ohmyfraud.promo/interval (00:00) - Welcom…
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Send us a text In this interview episode, I’m chatting with Katy Murray, the brains behind the Gingerbiz Podcast. She’s a powerhouse who's done it all—from professional photography to managing HR for a big company, and even launching her own business, Katie & Co. We first connected through Threads, and it turns out we have a lot to chat about when …
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In this episode of Building the Premier Accounting Firm, host Roger Knecht is joined by Chantal Cornelius, founder of Apple Tree Marketing, to explore the critical role of emotional connections in client relationships within the accounting industry. Chantal emphasizes that the success of accounting firms hinges on building trust and personal connec…
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When the opportunity to lead the corporate travel business at Expedia arose, Regi Vengalil knew it was exactly the role he had been seeking to further his career trajectory. Stepping into the CFO position meant overseeing a business unit with $600 million in revenue and $120 million in EBITDA, and Vengalil was eager to take on the challenge. Prior …
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**Unlocking E-commerce Success with Emma Tamir** - Introduction of Emma Tamir and her copywriting expertise - The challenge of increasing competition and content creation in e-commerce - The significance of genuine connection and understanding in brand-consumer relationships **Crafting the Perfect Customer Avatar** - The importance of knowing your …
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In today's podcast Paul has a conversation with Shaun Haney of RealAgriculture. Shaun is located in Alberta, Canada but has extensive experience with US Ag too. We review how politics works in Canada which is different from the US but may be moving our way a bit which may not be good. See omnystudio.com/listener for privacy information.…
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In this episode of the Tax Smart REI Podcast, Thomas is joined by Isabelle Guarino to discuss investing in residential assisted living facilities. Isabelle shares her personal journey into the space and explains how this business model can generate significant cash flow.Listen now to learn:- The steps to owning and operating these facilities—or jus…
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The Disruptors With Liz Farr Alicia Katz Pollock proves that you don’t need an accounting degree or formal bookkeeping training to be a hugely helpful resource for the QuickBooks community. SHOW NOTES here | MORE PODCASTS and VIDEOS: Nancy McClelland: Be the One Your Clients Ask First |Alan Whitman: Stop Accepting the Status Quo | Sean Duncan: Disc…
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This week we further disciss insights from Nelson Nash's Becoming Your Own Banker. Join us as we explore the strategies for creating passive income streams that exceed monthly expenses and discover how to build a family banking system that ensures financial stability for generations to come. Whether you're an investor, an aspiring investor, or some…
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"What should financial mutants be doing if the market seems to be on the brink of a recession?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for ea…
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In part two of our series on sales closing tactics for CAS practices, we explore the urgency close and the alternative close. We’ll discuss how to create urgency around your services and offer clients clear choices to drive them toward a decision. By the end of this episode, you’ll be equipped with two more tactics to secure deals and grow your CAS…
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Ready to change your financial future with your first $10K? It's not just a small step—it's the start of something monumental! In today's episode, I delve into why saving your first $10K can be a game-changer in your financial journey. I share the inspiring story of Sylvia Bloom—a legal secretary who amassed over $9 million by focusing on key wealt…
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In this episode Steven is joined by Emily Millsap, CFP®, from Avantax Wealth Management for a great conversation around the value (and best practices) on integrating tax in the client service experience for financial planners. Emily dives into the details and shares how she creates, refines and updates processes that can help clients pursue their f…
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Capstone Conversations By Jean Caragher For CPA Trendlines The greatest challenge in marketing CPA firms is understanding the role of technology and how different generations of clients and prospects want to engage, Joe Kovacs, marketing and biz dev director at Councilor, Buchanan & Mitchell, tells Jean Caragher in this episode of Capstone Conversa…
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Natcha Lertanuntrakul is a dedicated auditor with a passion for the profession. And as the 22-year-old explains, it’s not just about number crunching. Auditing is a varied role that includes client visits, people skills and offering valuable insights for businesses. In celebration of Auditor Proud Day 2024 - which recognises the crucial role audito…
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In 2012, after nearly two decades in the airline industry, Zane Rowe made a bold career pivot. Leaving behind his role as CFO at United Airlines, Rowe stepped into the tech world, joining Apple in a sales role—a move many saw as risky but one that would ultimately shape his perspective on finance leadership in the digital age. This decision marked …
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One of the rude awakenings I’ve had about the legal system in our country is that its not really about who is right or wrong. It’s about risk mitigation. In my former life as a practicing surgeon, I saw this in the form of malpractice law suits. Experienced surgeons will tell you that if you have not had some complication during surgery in your car…
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Join us as we revisit this conversation from 2020! We’ve heard the phrase that it’s a small world or a global economy, well for Peter this is more than just a phrase, it’s an opportunity to help everyone understand and appreciate the accounting model and he is ready to make it happen. Not only is he a world traveler but he has also created an accou…
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Welcome to another enlightening episode of the Art of Consulting podcast, where we delve into the personal and professional journeys of some of the most inspiring leaders in the industry. In today’s special installment, we are thrilled to welcome Ms. Pat Kaiser, a dynamic leader whose extensive background spans operations, marketing, sales, IT, HR,…
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Blake and David explore Intuit's new Enterprise Suite, a product that appears to compete with NetSuite in the mid-market ERP space. They also discuss a major audit failure by PwC in China related to Evergrande, raising concerns about the ethics and integrity at large accounting firms. They also discuss the tragic death of a young accountant at EY i…
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In this episode of Longevity Junky, Buck and Nikki sit down with renowned psychiatrist and brain disorder specialist, Dr. Daniel Amen, founder of Amen Clinics, to discuss groundbreaking brain imaging techniques like SPECT scans. Dr. Amen shares insights on diagnosing mental health issues through brain mapping and the role of brain health in overall…
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Gear Up for Growth With Jean Caragher For CPA Trendlines Demand for tax services emboldens CPAs to fire clients and deliberate about the clients they choose to work with. Two practitioners share their strategies for accepting new clients through structured intake forms and firing clients who are not a good fit for their firms in this episode of Gea…
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It can be hard to know what makes someone “wealthy” depending on where they are in their journey. So, here are some wealth checkpoints you could shoot for by the end of each decade to assess where you are on that curve. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the n…
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On today’s episode of CAS Minute, we begin part one of our series on closing tactics for CAS practices. We’ll cover two powerful strategies—the assumptive close and the value-based close—helping you move prospects toward a decision and emphasize the tangible benefits of your services. By the end of this episode, you’ll be ready to apply these techn…
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