Accounting Today’s editors talk with thought leaders and changemakers from across the public accounting profession.
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The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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An actionable podcast designed for accounting firm owners and partners. Each episode provides listeners with one-quick actionable lesson or takeaway that will help them scale a systematic firm that improves their lifestyle.
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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Join Anna and Jill as they guide you on a journey of building something worth building.
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Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.
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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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Rob hits topics like leadership, people, talent, performance and success in the public accounting world. No fluff, just great bite-size insights from the people who count. The show also features multi-person panels on the key trends, reputation and future of the accounting profession. Stay informed and relevant by subscribing to one of the world's top accounting podcasts. https://bit.ly/AI-youtube https://www.linkedin.com/company/accountinginfluencers
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
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The AICPA and CIMA's Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section, shares big ideas designed to help CPAs better run accounting firms, especially smaller ones. You'll hear from firm leaders and subject-matter experts on key issues and considerations for small firms in today's rapidly changing environment.
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Dailyish conversations about public accounting, with your host Jason Staats. We talk about finding positivity, workflow, and how to make it through the next 12 months without burning out.
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Account-Based Marketing is a podcast designed as a collection of conversations with sales and marketing leaders, sharing thoughts and practical tips to growing your valuable customers. This podcast is brought to you by Momentum ITSMA, a world-leading B2B growth consultancy and analyst firm. You can learn more at www.momentumitsma.com
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PathQuest is a subsidiary of Pacific Accounting & Business Services (PABS). PABS is a renowned outsourced accounting firm, that has been revolutionizing the financial landscape for 15 years. Now, with PathQuest, we bridge the gap between financial operations and automation solutions. Our podcasts spill the beans on modern accounting, giving practical tips and expert insights. Say goodbye to accounting headaches and open doors to your business's full potential.
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Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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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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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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The Cannabis Accounting Podcast discusses the ins and outs of cannabis/cbd/hemp accounting. Topics include 280E, chart of accounts, starting & growing your own firm, overcoming software challenges, and more! Looking to get into cannabis accounting? To learn more visit dopecfo.com.
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We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don’t forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
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The Abundant Accountant Podcast is where accounting and tax professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. We cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth! You’ll learn tips and strategies as well a ...
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Smithink - helping accountants turn their practices into great businesses
David Smith + Mark Holton, Smithink
We provide practical firm innovations, based on the decades we have spent as practicing accountants and business consultants. We know what works best, because we've done it. Smithink provides a wide variety of consulting services and educational events, tools and resources under the one roof. Now including a monthly podcast.
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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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"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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Want to know how to scale your law firm without burnout? And have more profit in your pocket and time in your calendar? Join Caralee Fontenele, a successful law firm owner and the leader of an incredible global community full of ambitious law firm owners, to discover the systems and strategies that work to scale your own legal business. From offline and online marketing to team, scaling, mindset and more, you’ll learn the essential elements for building a massively profitable law firm and hu ...
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High-yield and low-maintenance: This is your ultimate goal as an accounting firm member, regardless of where you are in your career journey. Brought to you by Upstream Academy, The Upstream Leader Podcast is your source for insights and education on becoming a high performing firm leader. Join hosts Jeremy Clopton and Heath Alloway for interviews with insightful, engaging and entertaining experts, who share knowledge and expertise on firm best practices, processes, technology and more! With ...
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We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant ...
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This timely podcast from the New Jersey Society of CPAs covers the latest issues impacting CPAs and accounting professionals in New Jersey. Topics range from legislative initiatives to accounting and auditing updates to economic issues and more.
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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 Accountants Daily Podcast Network brings together the best of the Australian accounting profession within one dedicated platform – delivering the latest headlines and insights directly to you. Lead by Accountants Daily editor Philip King, the Accountants Daily Podcast Network includes a number of focused programs, including: Accountants Daily Insider, and the Australian Accounting Awards Finalist Showcase. Get in touch with us on Twitter via @AcctsDaily and join conversations with your p ...
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This show is brought to you by Earmark, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE by listening to the episodes on this podcast and more! Sign up for our mobile app to earn free CPE whenever you want, wherever you go. Learn more at https://earmarkcpe.com.
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Andersen in Nigeria is an independent tax, transfer pricing and accounting advisory services firm with a worldwide presence through the member firms and collaborating firms of Andersen Global.
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The show where business owners get a valuation and share if they would sell or want to hold on. Real conversations, real numbers, real life.
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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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A podcast series about finance and taxation brought to you by award winning chartered accountancy firm, Ballards LLP.
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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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As a chartered management accountant by trade, I uncovered my true potential at 37, moving from a well-paid corporate job to building my own accounting and consultancy firm. Having worked on 5-10 acquisitions or business exits each month for clients, I understand the key challenges business owners face, including getting the real value they want for their business, whilst having the right controls and processes in place so the business can run independently of the owners. The Build and Exit ...
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The Practice Podcast series was created and is hosted by our partners Brett Amron and Jeffrey Bast. These Podcast episodes are intended to be a resource to help business leaders and other lawyers without all the complicated lawyer language. Check us out!
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Join hosts Kelly Rohrs, CPA, and Bilal Mehanna, CPA, MST, as they dive deep into the world of accounting and share their wealth of knowledge on running a public accounting firm. Whether you're a seasoned CPA, an aspiring accountant, or a business owner looking for financial guidance, consider "From Zero to Millions: Accounting Edition" your go-to podcast for valuable insights and practical advice. Kelly Rohrs, a firm owner and an experienced CPA with over a decade of experience, is known for ...
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Welcome to the Generally Accepted Accounting Podcast (GAAP, for all you accounting nerds) produced by Casey Peterson, LTD. We’re a firm of CPAs and financial advisors based in Rapid City, South Dakota. We talk tax, finance, accounting, audit, data analytics... and a bunch of other topics that sound REALLY boring, but that we’re gonna make hip and cool. Or we’ll try, anyway.
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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
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Podcast by Madtown Co.
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The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
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Alan is managing partner at Greenstein, Rogoff, Olsen & Co., LLP, (GROCO) and is a respected leader in his field. He is also the radio show host to American Dreams. Alan's CPA firm resides in the San Francisco Bay Area and serves some of the most influential Venture Capitalist in the world. GROCO's core competency is advising High Net Worth individual clients in tax and financial strategies. Alan is a current member of the Stanford Institute for Economic Policy Research (S.I.E.P.R.) SIEPR’s ...
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Accounting Matters lives up to its title, covering vital accounting topics that actually matter to professionals in the accounting trenches. We start with a new topic and definition every episode, then highlight and discuss the key areas, from evaluation to reporting. Accounting Matters is hosted by public accounting veterans Adam Olsen & Nicole Harger from advisory firm Embark. LinkedIn - https://hubs.ly/H0XgZnG0 Instagram - https://hubs.ly/H0XgYNZ0 Twitter - https://hubs.ly/H0Xg-dz0 Facebo ...
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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
Alyssa Lang
Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workfl ...
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Are you a small business (less than $10m in revenue)? Do you wish there was a resource out there showing you how to save as much money as possible on your taxes? This is the place. Hosted by Big Bird Accounting LLC (which is owned by a law firm owner), the goal of this podcast is to teach you how to save time bookkeeping, how to maximize profits with great bookkeeping, and how to lower your tax bill as much as possible. And, maybe get you to consider us to help you do all of this formally (g ...
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CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
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We discuss the latest accounting news and tips on how to succeed at the big 4 accounting firms. This includes information about KPMG, PwC, Deloitte and EY.
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Accounting firm leaders are justifiably concerned about recruiting and retaining the talent needed for their firms to survive, and ideally, thrive. MOVE Like This features conversations, lessons and ideas Accounting MOVE Project firms have used to successfully find, retain, develop and advance women and diverse talent to drive competitive advantage and stand out from the crowd.
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If you want to build an accounting or bookkeeping firm that gives you joy, you need to stop, and focus. Learn strategies and best practices for practice management and earn FREE CPE while you're at it!
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Rewind : Accounting, It Needs to be a Universal Skill like Reading and Arithmetic w/ Peter Frampton
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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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AI's Impact on Tax Research and More w/ Piritta Van Rijn
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In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters. They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of exis…
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You Only Need These 4 Things to Have a Great Firm
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Running a firm can be complex. But many firm owners overcomplicate it. Discover the only 4 things you truly need to have a great firm.By Ryan Lazanis
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Artificial intelligence promises to change the world. What we need, however, are real-world examples of how firms are applying the technology. In this session, David highlights some examples of firms achieving breakthroughs with this exciting technology. Presented By: David Smith, Smithink
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Want to Stand Out? Here’s How to Build a KILLER Brand for Your Accounting Firm!
36:29
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Send us a text Ready to take your accounting firm to the next level? In this episode, we’re breaking down exactly how to build a brand that not only differentiates your firm but also drives growth. 🌱💼 Roman Villard, CPA, will walk you through: - Why branding matters in the accounting industry (hint: it’s not just about a logo!). - How to define you…
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Break Free from Hourly Billing and Increase Your CPA Firm’s Value with Geraldine Carter
39:05
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Is tracking your hours decreasing your productivity and profitability? According to Geraldine Carter, the answer is most likely yes. In their conversation, Brannon and Geraldine break down how the hourly billing model takes you away from providing real value to your clients. Conversely, getting your hours down and doing away with the hourly billing…
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327 This Accounting Firm Just Decided to Niche Down
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🤖 Association Discovery Prompt: ”I'm going to niche my accounting and tax firm to just work with gym owners, the owners of fitness centers. What are associations, governing bodies, or organizations that certify for things that would be specifically just relevant to the owners of these businesses? Not necessarily fitness coaches or other adjacent th…
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Episode 142 | The 3 Major Secrets To Making Paid Ads Profitable For your Firm With Katie Thomas CPA
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Are you an accounting professional struggling to grow your firm through paid advertising? You're not alone. In this episode, accounting expert Michelle and digital marketing specialist Katie Thomas dive deep into the common pitfalls that accountants face when trying to attract new clients through paid advertising. Discover the shocking truth about …
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Vivek Shankar: How Accounting Firms Can Build a Differentiated Brand
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Show Summary: In today's episode of the Grow My Accounting Practice podcast, Vivek Shankar joins us to dive deep into a critical yet often misunderstood topic: how accounting firms can build a differentiated brand. Vivek highlights the gap many firms face—they’re constantly told they need to build a brand, but rarely shown how to do it effectively.…
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Empowering Futures: How to Launch Your Own Firm with Ronald Withaegar
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Today, we dive into the incredible journey of Ronald Withaeger. Join us as we chat about his fascinating experience as he went from working for a firm to managing and growing a full-fledged tax practice. We'll explore the challenges and strategies he employed in client retention and how purchasing a small practice became a game changer for him. Ron…
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How can you create a culture where people do their work, do it well, and do it on time? In this episode, we dive into setting high expectations! High expectations go beyond just telling people what to do; they create a culture of accountability, excellence, and purpose. As a firm owner, you set the tone for your team; what you permit, you promote. …
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An easy way to account for law firm revenue in bookkeeping.
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An easy way to account for law firm revenue in bookkeeping. Are you a law firm owner that needs help with bookkeeping and tax strategy? We can help. Just click the link to set up a free consultation -> https://bigbirdaccounting.com/lawfirms
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Attaining rapid firm growth through stronger client relationships
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Founder of award-winning firm Latitude Accountants, John Saade, chats to Accountants Daily about his 20-year career in accounting and the bespoke client solutions fuelling the firm’s growth. After taking out the award for fast growing firm in the recent Australian Accounting Awards, Saade discusses why his clients value tailored solutions and servi…
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Integrating Wealth Management with Accounting Services
1:03:12
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Join Blake Oliver as he interviews Kyle Walters, CPA firm partner and wealth manager at Atlas Wealth Advisors. Despite not being a CPA himself, Kyle brings a fresh perspective to the accounting world. We'll explore: - The benefits of integrating wealth management and accounting services - How non-traditional backgrounds can lead to innovative appro…
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33 CAS Sales: Always Be Closing - Close Tactics (1 of 2)
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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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330 Questions To Ask EVERY Lead Before Making Them a Client
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💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Corvee https://corvee.com/ Bookkeep https://www.bookkeep.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitter …
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‘The world is your oyster’: Attracting and retaining accounting talent
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Lana Weldon and Doriena Parsons from Moore Australia jump onto AD Insider to discuss the current talent shortage in the accounting industry. Sharing their passion, experience and love for the industry, the power duo touches on why the accounting industry is struggling to attract young talent, why they aren’t being retained, and what we can do to ch…
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Rhamy Alejeal: How HR Can Supercharge Profitability for Your Business
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Show Summary: In today’s episode of the Grow My Accounting Practice podcast, we are joined by Rhamy Alejeal, owner of People Processes, to explore how HR can supercharge profitability for businesses. Rhamy explains why accountants should pay close attention to their clients' HR strategies and highlights the often-overlooked overlap between accounti…
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What is income shifting and why is it so great for taxes?
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What is income shifting and why is it so great for taxes? Law firm owner looking for bookkeeping and tax strategy? We can help. Free strategy session here -> https://bigbirdaccounting.com/lawfirms
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Embracing Knowledge Management and Innovation in Legal
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I spoke with Stephanie Goutos, the Lead Practice Innovation Attorney for the Employment & Labor Practice at Gunderson Dettmer, and Patrick DiDomenico, the founder of InspireKM Consulting and the Knowledge Management & Innovation for Legal Conference. We discussed the 2024 event, transitioning from practice to a career in knowledge management and in…
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52 - How to Thrive as an Entrepreneur While Full-Time RVing, Homeschooling, and Going Fully Virtual
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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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329 Is The New OpenAI Model Any Good at Accounting?
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Worked with Rightworks to launch a free AI usage policy https://ai.rightworks.com/policy Also made an AI assistant comparison https://ai.rightworks.com/resources/product-comparison?source=policy 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Corvee https://corvee.com/ Bookkeep https://www.bookkeep.com/ 🫠 Are y…
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Stop Complaining About Your Team and Do This Instead (EP 162)
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Welcome back to the Scalable Law Podcast! Today we’re talking about a big topic that I know resonates with so many law firm owners: the struggle with team dynamics. Have you ever found yourself saying, "No one cares as much as I do," or "There are no good team members out there"? If that sounds familiar, this episode is a must-listen! Ready to tran…
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How I purchased vehicles in my business name.
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How I purchased vehicles in my business name. Law firm owner looking for bookkeeping and tax strategy? We can help. Free strategy session here -> https://bigbirdaccounting.com/lawfirms
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Ryan Bakke has built Tax Strategy 365 very quickly and his profit margins are 20-30% better than most similar tax firms. This also makes it difficult to place a value on and tough to tempt him to want to sell. We dive deep into the marketing tactics and funnel he uses to grow quickly and where his firm is headed before he tries to sell. Ryan Bakke …
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32 CAS Sales: Solution Selling Framework for Advisory Services
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On today’s episode of CAS Minute, we explore how the Solution Selling framework can help you close more deals in your CAS practice. We’ll cover how to uncover client pain points through deep discovery, position your services as the solution, and build value throughout the sales process. By the end, you'll learn how to guide clients toward closing b…
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Robert C. Josefsberg is widely recognized as one of the top trial lawyers in Florida and something of a legend in legal circles. In this amazing episode, he shares with Brett and Jeff numerous stories and lessons from his incredible career, beginning with his early defense of rock star Jim Morrison of The Doors. He also discusses lessons from numer…
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From Side Hustles to CPA Empire with Greg O'Brien
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We're thrilled to welcome Greg O'Brien, the CEO of Anomaly CPA. Greg takes us on a journey through his impressive career, starting with his early days in public accounting. He shares how these experiences laid the foundation for his transition into private real estate and set the stage for his entrepreneurial journey. We dive into the story behind …
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1035: Balancing Growth and Sustainability: The Financial Strategy Behind Health Innovation | Daniel Welch, CFO, Kate Farms
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In 2018, Daniel Welch made a life-altering decision. After a decade in investment banking, working on high-profile IPOs and M&A deals at Morgan Stanley, Welch found himself at a crossroads. The birth of his daughter and a health scare involving his father led him to question the career path he was on. “I was mentally stimulated by the work, but it …
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328 Make THIS Change To How You Manage Your Calendar
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Paul Graham 2009 Blog Post 👉 https://paulgraham.com/makersschedule.html We explored client relationship managers further in D300 https://youtu.be/_BN5E2XAlEU?si=PmxO3nWlZ5oR9Mlf And I drafted my first 20 team members in D282 https://youtu.be/LbCyatwWj1k?si=Bw3l3lO-twaVQi6e 💰 Today's Sponsors FinDaily https://findaily.io/ LiveFlow https://bit.ly/3tK…
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167 ⎸ Living a Happy & Balanced Life with Sharon Hefetz
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Send us a text In this interview episode, I’m catching up with Sharon Hefetz, who has an incredible story to share about her journey with multiple myeloma. She opens up about how she turned to self-care, mindfulness, and intentional living to navigate her diagnosis and achieve remission. Plus, we've got a special giveaway for you, so check out the …
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Mastering the Numbers Game: Innovative Strategies for Transforming Your Firm w/ Eric Green
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Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht. This episode dives deep into the essential strategies for building and scaling successful bookkeeping, accounting, and tax firms with Eric Green. Roger and Eric cover a wide range of topics from marketing to technology, client onboarding, staff traini…
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How AP Automation Transforms Cash flow for 70% of Businesses
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Explore the transformative power of Accounts Payable Automation in our latest podcast episode! Did you know that for 70% of businesses, AP Automation significantly enhances cash flow management? Join us as we delve into how streamlined processes, reduced errors, and faster payments propel financial efficiency. Discover compelling insights into why …
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BI Tools Vital as Global Data Skyrockets by 187% Annually
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Follow us on a journey into the heart of modern business intelligence (BI) tools, where data isn’t just numbers but the lifeblood of innovation. With a staggering 187% annual growth in global data, businesses today navigate an ocean of information to uncover insights that drive success. In this podcast, we unravel the transformative power of BI too…
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Sandra Wiley with Boomer Consulting Joins the MOVE Conversation
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Strap in because this one is longer than most but well worth the time investment. Sandra Wiley, president of Boomer Consulting, joins to discuss Boomer's DEI Consortium, the talent shortage, and how firms can rise above the talent shortage. But we also discuss how DEI is a "human issue" even though many try to politicize it, particularly during the…
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Credit card points are not taxable. Law firm owner looking for bookkeeping and tax strategy? We can help. Free strategy session here -> https://bigbirdaccounting.com/lawfirms
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Change Your Life, One Morning At A Time With Hal Elrod
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In this episode we sit down with Hal Elrod, author of The Miracle Morning. Hal shares his extraordinary journey through life's challenges, including the tragic loss of his sister, a near-fatal car accident, and a battle with cancer. Discover the powerful mindset and daily rituals that helped him overcome adversity and inspire millions worldwide. Ha…
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The Benefits of Mastering Excel and the Effect of Generative AI
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I spoke with Jeff Lenning, the President of Excel University, a company that provides online Microsoft Excel training. We discussed the benefits of mastering Excel, common mistakes users make, time-saving tips every user should learn, and the effect of generative AI on the application.By Ari Kaplan
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Paul and Mo have a casual conversation about tax deadline, challenging relationships, evaluating and grading those relationships, and how to communicate scope changes to clients.
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This episode recaps recent regulations and guidance regarding accounting for cryptocurrency and digital assets, including a taxonomy for classifying digital assets and a review of FASB ASU on accounting for and disclosure of digital assets. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources: AICPA…
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Letting Go of Sales and Empowering Growth Through Communication with Scott Scarano
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Alyssa Lang interviews Scott Scarano, Owner and Founder of Accounting High and Padgett Business Services, on the importance of communication and trust within a team, experiences with software systems, reflections on transitioning from sales roles to passion projects, and the challenges and successes of managing teams in introverted industries. In t…
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Is it possible to write off your wedding? Law firm owner looking for bookkeeping and tax strategy? We can help. Free strategy session here -> https://bigbirdaccounting.com/lawfirms
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John Napolitano of Napier Financial takes a long look at the host of unusual investment opportunities available to your wealthier clients, and how to tell what will work from what won't.
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31 CAS Sales: SPIN Selling Method and Why You Need it
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On today’s episode of CAS Minute, we dive into how the SPIN Selling framework can be applied to the CAS sales process. We’ll explore how asking Situation, Problem, Implication, and Need-Payoff questions can help uncover your client’s true needs and build a strong case for your services. By the end, you’ll have the tools to guide clients through a c…
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Calming the Noise: Focus on What's Important
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Heath Alloway returns to hosting duties as he talks with Peter Ostopko, founder and publisher of the Kinsman Journal, on Episode 75 of The Upstream Leader. With a backdrop of “Calming the Noise,” or in other words, filtering out what is and is not necessary to focus on in your daily life, they explore Peter's leadership journey, career transitions,…
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Join us this Wednesday for a new episode where Roger discusses IRS representation services with Eric Green.By Roger Knecht - Universal Accounting Center
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326 DOUBLE Your Profitability With A Better Renewal Strategy
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💰 Today's Sponsors FinDaily https://findaily.io/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Forwardly http://forwardly.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitter …
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Panel: Tech’s Role in the Evolution of Accounting
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Is the accounting profession ready for its biggest transformation yet? With AI, private equity, and a talent shortage, how can firms stay competitive? Rob Brown is joined by top accounting leaders—Anthony Pugliese, Mark Edmondson, Philip Whitman, and Randy Crabtree—to discuss the shifts happening within the accounting profession. From technological…
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David Longford - From insolvency to exit with no earn out
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The journey to business owner is never straight forward. In this episode that journey started due to my guest, David Longford, taking over the business from the owner just before he passed away. This transition from employee to business owner required respect and a focus on the long-term growth of the business. David talks about the process involve…
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