Best Albertini Podcasts (2024)

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217. Cutting ties with clients, with Robert Albertini 31:36

7d ago31:36

31:36

This week, we're tackling a challenging yet crucial topic: when and how to fire a client. Some clients can end up costing more in time, effort, and frustration than the value they provide. Letting them go can sometimes be the best decision for your business. However, this process is not to be taken lightly—there are numerous pitfalls to avoid and b…

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EP 28: AI with Brad Neuman, CFA - Alger 47:58

8d ago47:58

47:58

I think this Podcast is going to blow you away. I was left speechless. The implications of AI are truly outstanding. And we don’t know of any investment firm that is more of the forefront of this revolution than Alger. You are in for a treat, so tune in for a fascinating ride.By Geremy van Arkel, CFA®

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216. A career and its impact, with Alvin Katz 25:39

27d ago25:39

25:39

In this episode, we honor the remarkable career of Alvin Katz, Co-Founder & Director of KatzAbosch, a firm he helped build from the ground up in 1969 into one of the largest CPA and business consulting organizations in the Mid-Atlantic. As Alvin retires after 55 years at the helm, he shares his journey, the evolution of the profession, and the last…

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200 | "Creating a life that you don't regularly need to escape from." | Tami Hackbarth on how to help yourself AND your clients at home 56:17

19d ago56:17

56:17

The record-screech moment in this podcast is in the title: The definition of self-care is "creating a life that you don't regularly need to escape from." My guest Tami Hackbarth is back to drop some knowledge bombs for our home life and that can help your organizing clients live better as well. Today we are talking about a fabulous resource called …

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215. Looking back ... and ahead, with Barry Melancon 33:38

1M ago33:38

33:38

This week's episode is about TRUST. We must rely on trust as we navigate change. Our guest is Barry Melancon, who will be retiring as long-time President and CEO of AICPA as of December 31, 2024. Barry has been the "face" of the profession for decades. This transition is another example of great change in our profession. Since Barry has been leadin…

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199 | Self-Care that isn't a cliche--Talking burnout, home life and more with Tami Hackbarth (P1) 47:58

1M ago47:58

47:58

When you hear the phrase "Self-Care" what comes to mind? To me, it's hearing people say "go take a bath and read a book" when the reality is the world can feel like it's spinning out of control. My guest today is trying to change our view of what self-care REALLY is. Today I am talking about balancing the domestic load, in a conversation with life …

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198 | July Reset Checklist + Filling an entire summer with ONE email 21:43

1M ago21:43

21:43

There are six months left in 2024 which means it's time for a mid-year check in on your organizing business! Melissa is taking a July reset and she'll talk about what that means and how you can get some of that magic too. Connect with Melissa at proorganizerstudio.com or hello@proorganizerstudio.com!…

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197 | I flew 5,963 miles for some life-changing magic for my pro organizing business 59:01

2M ago59:01

59:01

When I signed up for a trip to Japan with Marie Kondo's team from KonMari Media, I figured I would get some good sightseeing, some good food, and get to meet other organizers and have some good pictures for social media. What I didn't expect was to have a truly life-changing experience that has made me look differently at my business and my persona…

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214. Kitchen-table A.I. automations, with Ashley Francis 52:13

2M ago52:13

52:13

This week, we're diving back into the world of AI to uncover some practical ways this technology can take over tasks that are consuming too much of your time. At a recent MACPA Town Hall, 64% of accounting professionals admitted they haven't tried generative AI tools. Many might think they're not using AI at all, but the reality is they're likely i…

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196 | Inside Out 2 + lessons in running a business! 13:29

2M ago13:29

13:29

What lessons can Inside Out 2 teach us about entrepreneurship? Melissa is going to tell you!By Melissa Klug

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213. Tech's impact on tax, with Andrew Hatfield 39:58

3M ago39:58

39:58

A decade ago, there were predictions that certain accounting jobs would be replaced by automation. Now, in the age of AI, we're still here and thriving. Today's conversation focuses on how we can collaborate with technology to enhance our work and deliver greater value to clients. To delve into this topic, I spoke with Andrew Hatfield, Co-Founder a…

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212 AI: Artificial or augmented intelligence? With Kacee Johnson 29:58

3M ago29:58

29:58

Today we're touching on the AI subject once again - something we'll likely be talking about for some time given the projections about how this technology will turn the accounting profession on it's head. A recent Thomson Reuters report shows many within our industry are already using AI tools and there is growing optimism about AI's role in the ind…

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195 | 8 signs it's time for a business REFRESH with Brie Morrissey of BK Branding Co 1:05:11

3M ago1:05:11

1:05:11

Your online presence is your employee that works 24/7/365--and today I'm hosting Brie Morrissey of BK Branding Co to talk about 8 signs your business needs a REFRESH!By Melissa Klug and Brie Morrissey

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194 | When Careers Collide: Jenny Albertini, Organizing Journeys and Becoming a Published Author! 38:15

4M ago38:15

38:15

I am so thrilled to welcome Jenny Albertini, who is one of the very first professional organizers I ever met, and who was a great part of my organizing life, to the pod! She is the author of Decluttered: Mindful Organizing for Health, Home and Beyond--and it's a book that will help organizers with clients by connecting health (mental and physical) …

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211. Talent's impact on internal controls, with Dr. Rebecca Hann 44:09

4M ago44:09

44:09

In this episode, we're continuing our focus on the pipeline issue but this time we're looking at it's impact on corporate America specifically. Companies, big and small, are citing a shortage of skilled accounting personnel for weaknesses in financial reporting controls. This deficiency is a significant predictor of potential restatements of financ…

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Ep 27 Rich Pzena - Opportunities in value investing 51:03

4M ago51:03

51:03

I have been waiting a long time to host a quality podcast about value investing. As most of you know, the investment world has been dominated by growth and technology themes over the last 2 years. But how does that leave the rest of the investable universe? Value stocks, small stocks, international stocks, and especially emerging markets stocks hav…

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193 | Brandie + Ryan of Home+Sort and How To: Summit 54:45

4M ago54:45

54:45

Two of my favorite people I've met in all my years of organizing are back with me here on the podcast! I am having a fun convo with Brandie and Ryan of Home+Sort in northern California, who are the founders of the How To: Summit. The summit for 2024 is moving to Austin, Texas in the end of September--and tickets are almost gone! We're chatting abou…

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210. Where will the pipeline dust settle? with Lexy Kessler 29:33

4M ago29:33

29:33

This week, we're diving into a well known, critical issue gripping our profession: the shortage of CPAs. It's a widespread challenge impacting businesses, causing staffing gaps, burnout, and compromised client service. The scarcity of expertise has escalated workloads, hindered recruitment and retention, and even led some firms to decline work due …

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209. Is A.I. the answer? with Will Hill 51:14

4M ago51:14

51:14

We've spent a good amount of time discussing new technology (A.I. in particular) and what it all means for CPAs and our profession. However, amidst these discussions, we've overlooked the strategies for implementing broader changes, including new technology, ideas, mindsets, and work processes. After browsing numerous articles, I came across a reso…

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192 | Social Media for Organizers: Real Talk! 1:04:15

4M ago1:04:15

1:04:15

One of the most popular topics with organizers is social media. A lot of people have a view of what social is for their business, but it doesn't always align with the reality. Today we are talking about the dos and don'ts of social and how to really show up in the right way--without stress. LINKS FOR LISTENERS: connect with Jen Mary: https://yourev…

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191 | Helping Clients Through Grief with Missi McKown of Clear Spaces Organizing 35:31

5M ago35:31

35:31

Helping clients who need organizing while they're struggling with grief can be very challenging--and today we want to help you with some concrete ideas to help your clients. My guest is Missi McKown of Clear Spaces Organizing in Maple Grove, Minnesota, and she is graciously sharing some of her personal stories of loss to help organizers work with c…

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190 | Easy Sustainability Tips for Organizers + A Fab Pricing Concept | Michelle Parravani of Designing With Less 37:59

5M ago37:59

37:59

We are back with organizer Michelle Parravani of Designing With Less in Atlanta, and we are talking about some easy sustainability tips for organizers working with eco-conscious clients, and Michelle gives us a FABULOUS idea for a pricing differential that I had never thought of before! You can find Michelle at designingwithless.com.…

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189 | Single Entrepreneurship: Organizing as a single woman with Michelle Parravani 39:59

5M ago39:59

39:59

I am so happy to welcome my guest Michelle Parravani to the pod--she is talking about entrepreneurship as a single woman which is a super important subject, and I can't wait for you to meet her!By Melissa Klug and Michelle Parravani

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208. The science behind purpose, with Britt Andreatta 39:35

5M ago39:35

39:35

My guest this week is Dr. Britt Andreatta, who has been a guest of this podcast before (check out ep. 163). Dr. Andreatta is a internationally-recognized thought leader and author who creates brain science-based solutions for today's challenges. Her most recent book is called, "Wired to Become: The Brain Science of Finding Your Purpose, Creating Me…

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188 | Photo Organizing with Rachel Arbuckle of 2000 Paces 52:56

5M ago52:56

52:56

Adding photo organizing to your list of services is an awesome thing to do--I did and it's been a great revenue source for my business. My guest today occupies a special corner of the organizing world, where she does all of this for clients. We are talking about all things related to photo organizing today and I hope you get some ideas on how you c…

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187 | The Right Words = Organizing Clients! Marketing in 2024 with Meg Mueller of The Lit Bulb 1:22:43

5M ago1:22:43

1:22:43

We are continuing with our campaign to prove that being YOU in your business actually gets you clients--it doesn't scare them away (trust us!) Today's guest is Meg Mueller of The Lit Bulb--she is a writer for professional organizers. We are talking about how much your words and your branding (not just the color palette, either!) matters to your bus…

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207. A.I.'s keys: Curiosity, Usefulness, with Jason Staats 35:31

6M ago35:31

35:31

We've had some great conversations recently about A.I.; what it means for our profession and how to integrate it into our work. This week, I talk to Jason Staats, who has been on the leading edge of A.I. and has a wealth of knowledge to share with CPAs about this new technology. Jason's main message about A.I. is that as groundbreaking and game-cha…

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186 | When it's time to quit a client--p 2 of the hard part of organizing entrepreneurship 30:32

5M ago30:32

30:32

It's one of the hardest parts of professional organizing entrepreneurship--telling a client "sorry, I can't help." This is part 2 of my conversation with Melissa Gugni of her eponymous Bay Area organizing business.By Melissa Klug and Melissa Gugni

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185 | "I Quit!!!" --the How and Why of Exiting a Bad Client Situation 43:21

6M ago43:21

43:21

One thing we encounter in our Inspired Organizer group a lot is, "How do I tell someone I don't want to work with them?" Today's guest is Melissa Gugni, and we are talking about this challenging situation and how you can approach it, and the hows and the whys and all of that. We know it's hard, and we want to take away some of the difficulty for pr…

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184 | Getting "ADHD Curious" with Missi McKown 20:46

6M ago20:46

20:46

This is going to be the first, and not last!, conversation we have about organizing clients with ADHD, and being an organizer with ADHD. Neurodivergence is the hot word right now--but we are diving into a discussion on how you can help clients even if you yourself aren't fully up to speed on all things in this realm.…

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206. Not another leadership book, with Emmanuel Gobillot 48:30

6M ago48:30

48:30

In this episode, we welcome another longtime friend of MACPA, leadership expert and author of the new book, "This is NOT a Leadership Book: 20 Rules for Success", Emmanuel Gobillot. Emmanuel has been my go to source for all things leadership for many years. I speak to him about leadership as it relates to recruitment and retention, which is top of …

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183 | Those "5 Minute Podcast" Pitches: Just Say No! Yet More Scams in Organizing To Watch Out For 23:01

6M ago23:01

23:01

Have you ever gotten that pitch to be on a 5 minute podcast that will inevitably vault your business to the stratosphere? I've warned against them before but our intrepid organizer slash undercover agent Missi McKown of Clear Spaces Organizing has done it for you just to talk about it. Stay tuned later this week for more Missi, talking about ADHD w…

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182 | "We are not all the same!" - Attracting Organizing Clients by Being The REAL You 58:32

6M ago58:32

58:32

Sarah Brent of Practical Harmony in Illinois is talking to us about something she (and I!) are equally passionate about. Here's a little sneak peek: "Clients need to hear about you and your uniqueness. They need to hear your story, why you do what you do, why you're different from other organizers. Not everybody wants to hire the type A minimalist …

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181 | Reflections & Transformations with Jen Kilbourne, Founder of Pro Organizer Studio 1:47:33

6M ago1:47:33

1:47:33

While I am calling her a guest today, it is her podcast! Jen Kilbourne is on the pod today. She is the founder of Pro Organizer Studio, and she is the visionary behind everything that we do here. If you are a longtime podcast listener, you have heard Jen's voice on the podcast so many times--she began all of this magic. She started the Inspired Org…

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Bonus Mini-Sode | "Don't Mess With Eyeballs!" and A Heartwarming Message From Mom 13:36

6M ago13:36

13:36

We finish up our series with Kim with a cautionary safety tale AND a wonderful story about her mom. Enjoy this bonus to wrap up our series!By Melissa Klug and Kim Snodgrass

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205. A.I. strategy: Fire, ready, aim, with Pascal Finette 39:32

7M ago39:32

39:32

We're once again joined by Pascal Finnette, co-founder and chief heretic of be radical. Be radical is a guiding force for organizations seeking to restructure in anticipation of future challenges, and it inspires individuals to evolve into leaders prepared for the demands of tomorrow's world. I've engaged in numerous discussions with Pascal about s…

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180 | Couldn't Imagine Where I Would Be: 2 Years in my Professional Organizing Business with Kim of Rustic Home Organizing 34:05

6M ago34:05

34:05

If you have been here for more than two seconds, you know I've been interviewing Kim of Rustic Home Organizing in Portland, Oregon, every year, since she brand new in starting her professional organizing business out. This is her year two recap what she has learned. Kim has so much wisdom to share. And one of the things that I love is that Kim has …

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