Best Accounting Education Podcasts (2024)

1
300 Client Consults in Year 1? Learn How and More w/ Max Minsker 29:39

21m ago29:39

29:39

On this episode of Growing Your Firm, David Cristello interviews Max Minsker, the founder and CEO of Bookmate, a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services. The discussion delves into his unique approach to packaging and pricing, highlighting his atypical p…

1
ABP #364 - Accounting for Farming Cooperatives 6:34

3h ago6:34

6:34

Highlights of the accounting for farming cooperatives

1
Talent Crunch!? This Guy Has 500 Accounting Candidates Ready for Hire 28:49

29m ago28:49

28:49

In this episode of the Growing Your Firm podcast, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Laurence Whittam, the Managing Director at Impact Global Solutions. Laurence specializes in helping CPA firms build successful outsourced teams. The discussion delves into the evolving landscape of the industry, where the challenge …

1
AI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy Angelo 38:14

12d ago38:14

38:14

In this episode, host David Cristello interviews Billy Angelo, the managing partner of Angelo and Associates, who brings over 20 years of experience in the accounting industry. Billy shares insights on steering small businesses, specifically private practice owners, towards financial clarity and success. They discuss topics such as off-boarding cli…

1
ABP #363 - Accounting for Crops 7:59

18d ago7:59

7:59

The various accounting issues associated with crops

1
3 Things Holding Back the Accounting Industry w/Seth Fineberg 37:37

1M ago37:37

37:37

Today's guest, Seth Fineberg, a veteran in the accounting industry and founder of Accountants Forward, shares insights on how firm leaders can lead by example to move the profession forward. He discusses his career journey and current services, emphasizing the importance of instituting positive practices in the industry. Tune in to learn from Seth'…

1
7 Accounting Firm Acquisitions in Nine Years w/ Cory Gayman, CPA 31:31

26d ago31:31

31:31

On this episode of Growing Your Firm, host David Cristello welcomes Cory Gayman, CPA, the CEO/CFO/Founder of JCG Tax & Advisory Firm. Cory shares insights on establishing common ground with entrepreneurs, addressing the accounting talent shortage, improving accounting efficiencies, and navigating the world of virtual firms. Tune in for valuable tip…

1
ABP #362 - Accounting for Pig Farms 8:12

2M ago8:12

8:12

The unique aspects of pig farm accounting

1
Moving from Local to National, Designing Culture for Working Moms, Acquisition Offers w/Katie Lilly 22:54

1M ago22:54

22:54

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes back Katie Lilly of Lillyfield Accounting Solutions. Katie discusses the transformative changes her firm has undergone since her last appearance on the show, pre-COVID. She shares insights on her firm's transition from serving primarily local clients to expanding region…

1
Building Diverse Accounting Teams, Vaca's During Tax Season, & More w/ Nayo Carter-Gray 31:54

2M ago31:54

31:54

On this episode of Growing Your Firm, host David Cristello welcomes back Nayo Carter-Gray, owner of 1st Step Accounting. Nayo, an enrolled agent and Advanced Certified QuickBooks Online Pro Advisor, is known for making accounting less taxing. The conversation also covers the importance of diversity and inclusion in various aspects of business, sett…

1
ABP #361 - Accounting for Restaurants 8:39

3M ago8:39

8:39

Unique aspects of the accounting for restaurants

1
Hitting $800K in Year 1, Building Culture, and more w/ Randy Crabtree 29:50

2M ago29:50

29:50

In this episode of Growing Your Firm, host David Cristello interviews Randy Crabtree, a top influencer in the accounting industry. Randy, co-founder of Tri-Merit, discusses R&D, tax credits, and cost segregation, sharing insights on the success of his firm. Tune in for a valuable conversation on creating a culture of value and importance in the wor…

1
Eliminating Your Way to Growth, Packaging Services, & Pivoting Towards Success w/ Jessica Zoraida 26:24

2M ago26:24

26:24

In this episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Jessica Zoraida, a Latina entrepreneur and CEO of Big Picture Results. Jessica shares her journey of being self-taught, launching her firm, and navigating various pivots and transitions. Big Picture Results is an accounting and tax company dedi…

1
ABP #360 - Accounting for Ships 9:12

3M ago9:12

9:12

The accounting peculiarities of ship ownership

1
CAS vs. CAAS vs. Profit First w/ Ron Saharyan 27:52

3M ago27:52

27:52

On this episode of Growing Your Firm, host David Cristello welcomes back Ron Saharyan, co-founder of Profit First Professionals. They explore the concept of value pricing and its importance in pricing services based on the value provided. The conversation delves into various topics, with a promise of exciting announcements between Jetpack and Profi…

1
Unlocking the Secrets of Advisory, Niching Down, and Communication w/ Geni Whitehouse 28:44

3M ago28:44

28:44

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Intere…

1
ABP #359 - CPAs Gone Bad 7:17

4M ago7:17

7:17

Some of the felonies that CPAs have committed

1
Building a Family Firm, Tax Planning, and Process Best Practices w/ Samantha Santaniello 23:04

3M ago23:04

23:04

Today's episode features Samantha Santaniello, partner at R.S.K Tax & Consulting. Samantha discusses the importance of setting boundaries to manage time effectively as a business owner. Host David Cristello explores topics like systems and processes for scaling a firm, balancing work and family life, and utilizing AI transcription tools. Tune in to…

1
Hitting $1.5M in 36 months (And Selling the Firm) 34:51

4M ago34:51

34:51

Summary In this episode of Growing Your Firm, host David Cristello interviews Jordan Sublette, the CEO and founder of Cloud Accounting Staffing. Jordan shares his journey of building and selling his firm, and dives into the world of outsourcing talent. They discuss the challenges of talent crunches and how Jordan navigated through them. Tune in to …

1
How to Sell Advisory Services at Your Firm w/ Adam Lean 37:45

4M ago37:45

37:45

In this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project. Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that re…

1
ABP #358 - Differences in Ethics Courses 7:38

4M ago7:38

7:38

Why state boards of accountancy have different ethics requirements

1
Is AI Overhyped? Is CAS a Necessity? These Questions and More w/ Daniel Hood 41:18

4M ago41:18

41:18

On this episode of Growing Your Firm, host David Cristello interviews Daniel Hood, the editor-in-chief of Accounting Today. With over two decades of experience in the industry, Daniel shares insights into the evolving trends in accounting firms and the push for advisory services. Tune in to gain a deeper understanding of the future of accounting an…

1
EY Goes Through Reorg Too 11:29

5M ago11:29

11:29

Turns out EY thinks this is also a good time to do a reorg similar to Deloitte. Listen for details. Check out our website big4accountingfirms.com subscribe to our youtube http://www.youtube.com/c/TheBig4AccountingFirms To subscribe to our podcast on itunes make sure to visit the following link. https://itunes.apple.com/us/podcast/the-big-4-accounti…

1
Working 2 Hours / Week, Running a $1.6M Firm, and Rapping with Scotty Scarano 37:11

4M ago37:11

37:11

On this episode of Growing Your Firm, David Cristello interviews Scotty Scarano, the self-titled wrapping custodian at Accounting High. Scotty, who is also the founder of a $2 million accounting firm and serves on various tech company boards, shares insights on OKRs and his rap career. Tune in to learn more about Scotty's journey and his unique app…

1
Deloitte Restructuring and McKinsey Layoffs 5:56

5M ago5:56

5:56

Learn about recent news regarding Deloitte restructuring and Mckinsey severance packages https://big4accountingfirms.com/the-blog/deloitte-2024-reorg-cost-cut/ https://big4accountingfirms.com/the-blog/mckinsey-offering-severance-instead-layoff-2024/ Check out our website big4accountingfirms.com subscribe to our youtube http://www.youtube.com/c/TheB…

1
Smarter Way to Hire, Output Thinking, and Removing Yourself w/ John Seiffer 36:55

5M ago36:55

36:55

In this episode of the Growing Your Firm podcast, host David Cristello welcomes John Seiffer, a seasoned business owner and remote CEO, to discuss the concept of Output Thinking and its application in team management. John, a business coach and former president of the International Coach Federation, shares insights on how to make managing teams eas…

1
ABP #357 - Wedding Gown Depreciation 4:44

5M ago4:44

4:44

Yes, that's right - wedding gown depreciation

1
Scaling Payroll Services to 7 Figures w/ Tyler Winn 21:55

5M ago21:55

21:55

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristillo sits down with Tyler Winn, the founder and CEO of Cirrus Payroll. Tyler shares his journey of falling into the payroll business in 2012 and subsequently building a seven-figure firm that specializes in processing payroll for small businesses. Alongside ru…

1
Launching a CFO Advisory Firm, Ditching Digital Marketing, and Growth w/ Fred Tate 33:24

5M ago33:24

33:24

On this episode of Growing Your Firm, host David Cristello interviews Fred Tate, the Managing Director of CFO Shield. Fred discusses how CFO Shield takes a consultative approach to create tailored solutions for clients, offering fractional CFO services along with bookkeeping and payroll support. Fred also emphasizes the importance of understanding …

1
ABP #356 - The Net Worth of a Big Four Partner 7:36

6M ago7:36

7:36

How much wealth can a partner pile up?

1
Behind the Scenes of a Large CAS Practice w/ Kane Polakoff 29:42

6M ago29:42

29:42

Today on the Growing Your Firm Podcast, David Cristello sits down with guest Kane Polakoff, a principal client advisory services practice leader at CohnReznick. They delve into the world of client advisory services, discussing how to scale it, the tech stack involved, and the execution for high performance. Kane’s extensive experience working with …

1
How to Scale with Workflow, M&A, & Niching Down w/ Tammy Little 29:03

6M ago29:03

29:03

In this insightful episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Tammy D. Little, CEO and founder of the FTC Group. The discussion centers around Tammy's journey from working as a controller/CFO for a large construction firm to launching her own firm, the FTC Group. Tammy shares her experiences in…

1
ABP #355 - Real Estate Accounting 8:32

6M ago8:32

8:32

The ins and outs of real estate accounting

1
Buying Out Partners, Implementing Workflow, and Referral Systems to 2X Growth 23:11

6M ago23:11

23:11

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello interviews Jennifer Ryan, the owner of Bookkeeping Direct. Jenny shares her journey from initially joining the firm as a contractor to eventually buying the business in 2016. She highlights the company's impressive growth of 140% in the past year and disc…

1
ABP #354 - The Decline of the CPA 8:47

7M ago8:47

8:47

Why are there so few CPAs?

1
How to Niche Down, Hire Remote, and Build Strong Partnerships with Brad Schuchardt 24:11

7M ago24:11

24:11

In this episode of Growing Your Firm, David Cristello interviews Brad Schuchardt, founder of BTBK Accounting Services. Brad specializes in providing full-service accounting solutions to restaurants, offering accurate financial information and strategic business insight. They discuss Brad's journey into his niche, marketing strategies, and scaling u…

1
Top Apps This Accounting Firm Uses to Run Remotely 21:30

7M ago21:30

21:30

In this episode of the Growing Your Firm Podcast, host David Cristello interviews James E. Heyward, the principal at Heyward CPA. They dive into the world of technology and discuss the apps and tools that are working well for James' firm, as well as those that aren't. They also touch on the importance of using a support desk for client communicatio…

1
ABP #353 - Accounting for Homeowners' Associations 8:07

8M ago8:07

8:07

Lots of issues with the accounting for homeowners' associations

1
How to Run a Successful Virtual Accounting Firm w/Lisa Wolfson Jones 20:52

8M ago20:52

20:52

In this episode of Growing Your Firm, host David Cristello interviews Lisa Wolfson-Jones, owner and CPA at Mac-L Associates. Lisa shares the benefits of having client information ahead of meetings and how it helps create more effective discussions. They also discuss running a virtual firm and serving small businesses, particularly sole proprietors …

1
EY Is Firing Partners - December 2023 6:13

8M ago6:13

6:13

EY lays off partrners Layoff tracker: https://big4accountingfirms.com/the-blog/big-4-accounting-firms-2023-layoffs/ Check out our website big4accountingfirms.com subscribe to our youtube http://www.youtube.com/c/TheBig4AccountingFirms To subscribe to our podcast on itunes make sure to visit the following link. https://itunes.apple.com/us/podcast/th…

1
From Launch to Exit: Navigating the Acquisition Process w/ Pawel Brzeminski 32:12

8M ago32:12

32:12

Pawel Brzeminski is the founder and CEO of Snap Projections. Pawel has achieved great success in launching, growing, and successfully exiting his company. He has a strong ethos of reaching acquisition scale and shares insights on the unexpected process of getting acquired. In this episode, host David Cristello interviews Pawel Brzeminski, the found…

1
ABP #352 - Islamic Accounting 7:48

9M ago7:48

7:48

The nuances of Islamic accounting

1
Why You SHOULD Get Into Form 1040 Services w/ Trina Rozen 28:40

8M ago28:40

28:40

In this episode of Growing Your Firm, host David Cristello interviews Trina Rozen, owner of Trina Rozen CPA. They discuss various topics, including unique ways Trina has structured her firm, pricing strategies, making tax prep profitable, and her opinions on the coaching community. Trina shares insights on dealing with challenging clients and findi…

1
Stop Buying Accounting Firms, Do This Instead w/ Stephanie Mack 22:54

9M ago22:54

22:54

In this episode of the Growing Your Firm podcast, host David Cristello interviews Stephanie Mack, the founder of Account Mobility, a fully remote accounting practice. Stephanie shares her insights on how she's positioning her practice for growth, particularly in the area of tax advisory and tax prep. She discusses the importance of workflow automat…

1
ABP #351 - Accounting for Car Dealerships 8:50

10M ago8:50

8:50

The key accounting issues for car dealerships

1
Scaling Client Accounting Services (CAS) w/ Deneen Dias 31:42

9M ago31:42

31:42

In this episode of Growing Your Firm, host David Cristello interviews Deneen Dias, Vice President of Growth and Strategic Partnerships at Botkeeper. Daneen shares her expertise in helping top firms undergo digital transformation and discusses the world of CAS (Client Accounting Services). She also delves into the definition of CAS, where to start, …

1
ABP #350 - Calculating How Long Your Cash Will Last 5:52

10M ago5:52

5:52

Designing a cash duration model

1
How to Systemize Your Firm to Take Maternity Leave w/Melissa L. Miranda, CPA 20:14

10M ago20:14

20:14

In this episode, host David Cristillo interviews Melissa Miranda, a certified public accountant and owner of Step-by-Step Accounting. They discuss the importance of preparing for maternity leave as a business owner and how to structure your team and workflow. Whether it's maternity leave or any other extended absence, Melissa shares valuable insigh…

1
Tim Ryan Quits As PwC Ceo (And Lessons We Can Learn From This) 11:15

10M ago11:15

11:15

There is big news that Tim Ryan is stepping down as US CEO of PwC. What lessons can we learn from this? Check out our website big4accountingfirms.com subscribe to our youtube http://www.youtube.com/c/TheBig4AccountingFirms To subscribe to our podcast on itunes make sure to visit the following link. https://itunes.apple.com/us/podcast/the-big-4-acco…

1
Navigating the Talent Crisis in Firms and the Impact of TurboTax Live 39:06

10M ago39:06

39:06

In this episode of "Growing Your Firm," host David Cristello interviews David Leary, partner at Earmark Media and co-host of The Accounting Podcast. They discuss David Leary’s experience of being fired as a client from an accounting firm and how it led him to become a business owner and customer of accounting firms. They also touch on the talent sh…

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Accounting Education Podcasts

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