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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Join Anna and Jill as they guide you on a journey of building something worth building.
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Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories
Heather Smith | Accountant & Storyteller
*THE* podcast for accounting technology enthusiasts. Dive into the world of Accounting Apps with Heather Smith, a Chartered Accountant with a flair for storytelling and the engaging host of the Accounting Apps Podcast. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. Better data, better decisions, better business. She explores this topic with her guests, uncovering insights t ...
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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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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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Welcome to Accounting Recounted, the podcast that delves into the dynamic world of accounting and human resources, keeping you up to date with the latest news, trends, and insights. Join us as we explore the intersection of numbers and people, bringing you valuable discussions on the evolving landscapes of HR and accounting. We believe that the success of any organization lies in its ability to effectively manage both its finances and people. By exploring the critical issues, emerging trends ...
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Would you like to uncover how Leaders with Heart lead their teams and engage and retain them in the process? Join Heather R. Younger, J.D., the best-selling author of The 7 Intuitive Laws of Employee Loyalty, The Art of Caring Leadership, and The Art of Active Listening. Heather is the Founder and CEO of Customer Fanatix. Join her as she interviews amazing leaders from all over the world and all walks of life to find out what drives them to be more emotionally intelligent leaders with winnin ...
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A weekly podcast providing fraud prevention and vendor setup training to protect the vendor master file. Immediate takeaways with actionable steps you can implement today into your vendor onboarding and maintenance process to reduce fraud and regulatory fines. Great tips for the Accounts Payable and Procurement teams to clean-up their vendor data, clean-up their vendor processes so that they can pay the right vendor.
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We provide subject matter expertise on every step within the college planning process. Subscribe and listen to the MEFA Podcast to learn key information and helpful tips on 529 college savings plans, the college application process, financial aid & the FAFSA, student loan repayment, and more.
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Each Tax Credit Tuesday, the Novogradac audio broadcast offers an in-depth weekly look at tax credit topics. A new episode is posted here and on the RSS Feed by 1 p.m. Pacific Time every Tuesday.
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This podcast offers business solutions to help listeners develop and implement action plans for lean process improvement and implement continuous improvement projects, cost reductions, product quality enhancements, and process effectiveness improvement. Listeners come from many industries in both manufacturing and office applications. Support this podcast: https://podcasters.spotify.com/pod/show/leansolutions/support
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On The Tech Talk for Accountants Show Andrew Lassise shares helpful tips for accountants and the technology issues they face. Join Andrew and his occasional guests on our weekly episodes. For more information visit us at https://tech4accountants.net/ Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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Welcome to The Healing Heroes, a place for busy women juggling it all to feel happier and healthier in their bodies by tapping into a range of unexpected approaches to reconnect with their true selves, build self-worth, and have fun in the process.
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A podcast from Missy Manuel, Taylor Burtner and Allison Babin from Manuel Builders. All are experts in the building process, and are now helping you build your life!
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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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The Start A Brewery Podcast covers all things with regard to starting (or growing) a brewery. New episodes are available every other Tuesday and track the process from the original vision, through developing a business plan and into Plan, Act, Open & Grow.
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Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing ...
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Wes Schaeffer, The Sales Whisperer®, digs in to get the "secrets" from his guests that you can use immediately to sell more, sell faster, close deals at higher margins, and close sales with less stress, more predictably. The Sales Podcast is for professional salespeople, sales managers, business owners, and entrepreneurs who are committed to growth. When you subscribe, you'll have immediate access to over 635 episodes of proven sales methods provided by sales experts who have been there, don ...
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Welcome to Pulse on Productivity, the go-to podcast where we dive deep into the world of CRM solutions, business automation, and the secrets behind operational excellence. We’ll explore innovative strategies and share expert insights to help you streamline your processes, enhance productivity, and ultimately, transform your business results. Whether you're looking to optimize your CRM system, integrate powerful automations, or just get a little more organized, you’re in the right place. Let' ...
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In this podcast, we explore how Michael Haggard, managing partner of The Haggard Law Firm, advocates for victims of violent crimes through negligent security cases. Learn how Haggard holds property owners accountable for inadequate safety measures, securing justice and compensation for those affected. Discover the process of proving negligent security and the broader impact of these lawsuits on community safety. Join us as we delve into Haggard's significant victories and his unwavering comm ...
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Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, Solopreneur, Strategy, Tax, Virtual Assistant Marketing Mindset QuickBooks
Chris Panek - CPA, Business Strategist & Business Coach For Entrepreneurs Growing Their Business
Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a si ...
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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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Can you build a business based on… “calm?” On Beyond Margins, host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and succ ...
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The #1 sales podcast in the world, fueled by hyper-actionable sales tactics from the top 1% sellers at companies like Salesforce, Gong, Outreach, Slack, LinkedIn, Keller Williams, Northwestern Mutual. 30 Minutes to President's Club cuts all the BS, fluffy mindset stories, and sales academia to give you the most actionable sales tactics that get you to President's Club. Every episode is a supercharged 30 minutes where you'll hear step-by-step breakdowns in every key dimension of sales, includ ...
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Unpacking lessons for the public service, starting with the Robodebt Royal Commission. In 2019, after three years, Robodebt was found to be unlawful. The Royal Commission process found it was also immoral and wildly inaccurate. Ultimately the Australian Government was forced to pay $1.8bn back to more than 470,000 Australians. In this podcast we dive deep into public policy failures like Robodebt and the British Post Office scandal - how they start, why they're hard to stop, and the public s ...
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Podcast by Kym Nitschke
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Josh Becerra and Shinhee Son share insights on ways to prioritize learning over metrics and connect digital marketing to your business’s bottom line. Join us each episode as we explore data, strategy, communication, and processes to help you drive results with clear accountabilities that your whole company can get behind. Learn from experiences shared by the hosts and special guests who’ve gone from scrappy to scalable.
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Welcome to The Tax Man, Tax Relief Podcast that helps guide you through the process of resolving your tax debt, taking overall communication with the IRS or the state and finding the best possible outcome for your situation, with your host, CPA, Jonathan Donenfeld.
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Trying to scale your ecommerce business is tough. Not only that, but staying profitable in the process is even tougher. Hosted by Josh Coffy every Monday, The Ecommerce Alley podcast provides strategic insights on how to grow your people, profits, and impact. From marketing to leadership & operations, you’ll get inspiration and insights that can’t be found anywhere else – but in The Alley.
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If you’re like most contractors we know, then you started your business because you’re passionate about and great at your craft. You also wanted to be your own boss. Owning a business has a lot of advantages, but also a lot of challenges. We started this podcast to talk about things that matter to you as an owner, like business fundamentals, sales processes, marketing, leadership, and much more. Armed with knowledge, you’ll be able to reach your goals, whether that’s growth, getting your sho ...
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Welcome to Payroll Profits, the podcast dedicated to helping entrepreneurs transform their payroll service offering. Hosted by Tyler Winn CPA, a seasoned accountant and payroll entrepreneur, this podcast is tailored specifically for accountants who are ready to make payroll a thriving part of their practice. Join Tyler as he delves into actionable strategies, best practices, and expert insights designed to empower entrepreneurs to streamline their payroll offerings and maximize profitability ...
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You down with SOPs?!? On Shoperations, we learn all about systems and processes in accounting. It's firm owners talking ops. Let's Go!
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This podcast is the definitive guide to simplifying your team’s sales process and learning to #SellLikeYou. Downloading and installing someone else’s playbooks will only help you become mediocre. When you Rethink The Way You Sell, you learn how to maintain your integrity while creating world-class results for your customers. The frameworks and sales strategies I’m sharing are tried and proven over the last two decades, both in the field and with my clients. In this podcast, I’m going to take ...
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We're a husband and wife living with ALS (Amyotrophic Lateral Sclerosis). This is a story of sorrows and joy, grief and magic. A first person account of how to navigate the unthinkable, a space to uncover the truth of what love and courage really look like. We hope that through Jules and his story you feel inspired to live life to the fullest. Thank you listening, subscribing and sharing. #thecoupleshift
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The Accounting For You podcast provides relevant tax and accounting information to help you and your business succeed. Visit us online: http://www.arcpas.com
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In this podcast series, America’s top admissions consultant and audition coach, Michael Justin Lee interviews current students and recent graduates of elite American universities. Each episode covers the unique story of a guest, their childhood, a meticulous account of how they tackled each aspect of the college application process to their dream university, and how their life and studies at that university have shaped them.
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Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!
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A Podcast focusing on the issues that affect business owners in Australia. From the latest tax changes, to finance and developments in employment law and HR, the Sky team bring you all the latest on the most topical issues that Australian business owners need to be across.
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Recalibrating Hearts-Trauma, Jesus Christ, Prayer, Spiritual Healing, Faith
Miranda Wendler-Spiritual Growth Coach, Inner Healing Mentor, Oily Homeschool Mom
Wife+Mom+Breakthrough Coach+Entrepreneur+Jesus. Authentic and vulnerable journey of walking from brokenness to freedom! I believe it’s time to walk in freedom with whole hearts, Heaven is for you. In this podcast you will find solutions for partnering with God in your healing process. You don’t have to walk this journey alone. We are breaking generational cycles of poverty, brokenness, not fulfilling our divine purposes in our family and raising healthy happy whole children who love the Lord.
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With modern society’s creeping despotism, you, the individual, have never been more crucial. Without the danger of violence or compulsion, people have the right to life, liberty, and the pursuit of happiness. Virtues that we all have a right to are under threat. Hello and welcome to the Rise To Liberty Podcast. Join us each week as we explore what liberty is, why you should care about it, who values it, and who despises it. We’ll push boundaries, address controversies, and question narrative ...
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Living Out Loud is a discussion series that openly unpacks real scenarios and issues that arise in professional and “buttoned-up” settings. Join host Charmaine Utz, Relational DEI Expert, and special guests as they process and explore experiences that go unspoken in workplaces. This series is for leaders in organizations and higher education, as well as employees and students who are invested in diversity, equity, and inclusion (DEI). Gain insights, learn from our communal lessons, and explo ...
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Freelance Ledger by Upward Accounts is a podcast show dedicated to exploring the trends and innovations that help self-employed entrepreneurs become financially empowered by putting their business accounting process on auto-pilot.
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We live in a society that, at times, undervalues personal growth while prioritizing immediate success/gratification. The ALL IN PROCESS exists to empower the next generation of leaders to create consistent behaviors through culture building and character development.
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I’m an expert in managing people, processes, and maximizing productivity. I don’t have a personality like Tony Robbins, Dean Graziozi, or a Pace Morby. I’m a behind the scenes introvert who just knows how to get shit done. On Scale With Pros, you’ll learn how to build a thriving business that serves your life – rather than having a life that serves your business. At 17 I started building my first sales organization, that I eventually grew to $3m in annual revenue. My next business made me a ...
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This podcast covers from START to FINISH How to Acquire a Dental Practice. Michael Dinsio, founder of Next Level Consultants has literally seen hundreds of deals as a banker in the industry & he has personally consulted hundreds of dentists as a Buyers Representative. Michael talks with GUEST SPEAKERS about Due Diligence, Legal, Demographics, and more... He invites experts to the show to help you avoid those headaches and heartbreaks. So start at the TOP w/ Episode 01 and work your way throu ...
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What are the best sales professionals doing to get to the top? In the Sales Success Stories podcast, Scott Ingram interviews and deconstructs world class sales performers to uncover their favorite sales books, habits, routines, strategies and tips. These salespeople are the A+ players among A players. If you’re in B2B Sales, Enterprise Sales, SAAS Sales, selling professional services, serving as an account manager or otherwise interested in revenue growth there’s something for you in these c ...
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Welcome to CFO 4.0, where we explore the dynamic landscape of Financial Leadership in the era of Technology 4.0. I'm your host, Hannah Munro, Managing Director of itas, a pioneering Financial Transformation consultancy. In this podcast series, we unravel the intricate connection between cutting-edge technologies and the financial domain. It's more than just adopting tools; it's about cultivating the skills necessary to navigate and spearhead the transformative journey within Finance. CFO 4.0 ...
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The Bulletproof Entrepreneur™ podcast teaches founders, executives, and decision-makers how to build resilient, future-proof businesses in the fast-evolving, disruptive age of AI. With extensive experience creating compelling business education content that attracts clients and drives revenue. Together, we’ll help you streamline processes, elevate marketing efforts, and achieve long-term business success in the fast-evolving and disruptive business landscape. Your host, Chi Odogwu, has spent ...
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Step-by-Step Quality Control Process to Eliminate Errors in Your Work
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In this solo episode, Alyssa Lang covers all things quality control. She shares why you should have quality control in place if you have a team (or plan to), the exact step-by-step process and everything you need to know to implement it. In this episode you’ll hear: What quality control is and why this process is one of the most important processes…
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310 A Better Client Experience to Drive PROFIT
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💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.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/ 🗣️ Co…
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Dancer. Doer. Zookeeper. Meet Laura Casselman of JVZoo.
48:07
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00:00 Introduction and Persistence 02:00 JVZoo as an Affiliate Platform 05:16 The Role of Affiliates in Laura's Business 08:15 Laura's Growth Mindset and Evolution in JVZoo 11:14 Opportunities in Online Marketing 13:25 Listening to User Feedback and Utilizing AI 16:03 The Importance of Good Copy for Affiliates 18:31 Avoiding the Race to the Bottom …
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Are account issues driving you wild? This episode is packed with actionable tips to take control of your business accounts. Khalil and Martin also discuss common pitfalls and how to avoid them. Tune in! Time Stamps 00:36 - Episode Intro 01:05 - Understanding Account Ownership 01:37 - Google My Business Setup 02:43 - Managing Multiple Directories 08…
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Episode 303: IRS Form W-9 Series: IRS TIN Matching Tips Based on Vendor Tax Classifications
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Is it frustrating when your vendor insists they gave you the right legal name and tax id combination on their IRS Form W-9, but the combination does not match IRS TIN records? To get tips on how to enter the legal name for a match…. Keep Listening. Check out my website www.debrarrichardson.com if you need help implementing authentication techniques…
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Breaking the 8-Figure Ceiling (ft. Devin Johnson)
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In this episode of Scale With Pros, Devin Johnson shares how he went from flipping sneakers in high school to scaling multiple companies to 8 figures...fast. His current venture, SalesAi, he scaled to over $10M in just 5 months. He goes over what he's learned from just explosive growth, the systems he's put into place to get here, and why every bus…
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242 (Lead) Be The Sales Leader Your Reps Need (David Priemer, Cerebral Selling)
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FOUR ACTIONABLE TAKEAWAYS Delegate regular tasks, such as skill-building sessions in team meetings, to your reps to encourage leadership development and lighten your workload. When introducing new narratives or initiatives, provide a clear example of what good execution looks like, so your team knows what to aim for. Be transparent with your team a…
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309 How To Approach The Sales Process Ft. Brandon Hall
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Check out Brandon's newsletter here 👉 https://brandons-newsletter-bcbda5.beehiiv.com/ 💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s…
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Niching is a powerful tool to cut through the noise. But should your firm do it? And if so, how? Listen to this episode to find out.By Ryan Lazanis
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The First-Gen Experience ft. Julieta Arámburo
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In this episode of the Living Out Loud Discussion Series, I chat with Julieta Arámburo to explore the first-gen experience and its implications in professional settings. Julieta shares her personal journey as a first-generation college graduate, her struggles with imposter syndrome, and her career in higher education. We touch on concepts like hidd…
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Building for Life: Navigating Adversity and Transforming Setbacks into Stepping Stones
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Ever feel like you're juggling too many challenges at once? This week on the Building for Life podcast, Missy Manuel and Taylor Burtner are here to share their firsthand experiences of turning tough times into growth opportunities. We take you behind the scenes at Manual Companies, where exhaustion and setbacks have pushed us to our limits. Discove…
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Nurturing Intuition: Using Human Design to Empower Parents and Children
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Are you a parent wanting to connect better with your children and grow together? Human design can be the missing tool in your parenting arsenal. It is a system that combines astrology, the I Ching, the Kabbalah, and the chakra system to create a unique chart for each person. With human design knowledge, parents can better recognize and support thei…
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308 How Accounting Firm Partnerships Work
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💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 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! …
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Send us a Text Message. In this solo episode I delve into the concept of ambition, sharing reflections on personal success, fulfillment, and the evolving priorities of life. Tune in if you’re ready to reevaluate what success means to you! In this episode you’ll hear: what ambition means defining success for yourself balancing ambition with life sea…
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227: Why Are You Neglecting Your Bookkeeping Tasks Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed
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Do you dread working on your bookkeeping for your business? Have you neglected it, and now it seems like a project you’ll never be able to tackle? We all know how essential it is to have accurate and timely financial statements so that you can make sound business decisions, but your bookkeeping doesn’t have to be dreadful. If you take some pretty s…
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Host Jonathan Hughes talks with Cecilia Cronin, a recent graduate of Trinity College in Dublin, Ireland about the pros and cons of studying in another country.,By MEFA
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How Kelly Rohrs, CPA, built a thriving solo accounting firm from scratch.
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Send us a Text Message. Ever wondered what it takes to build a solo accounting firm from the ground up? In this episode, Roman Villard, CPA, with Kelly Rohrs, CPA, did just that—and built a thriving practice in the process. Kelly shares the real, unfiltered story of her journey, including the challenges she faced, the lessons she learned, and the s…
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Did you know that failing to update your address with the IRS could lead to serious issues? It's a common problem that can be easily avoided with the right steps. In this episode, I discuss the importance of keeping your address updated with the IRS. We’ll explore a real-life case where a client missed critical IRS notices because they moved and di…
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What You’ll Learn: In this episode, hosts Patrick Adams, Shayne Daughenbaugh, and guest Joyce Weiss discuss coaching leaders in a way that ensures their teams feel heard and respected. Strategies such as staying calm, practicing active listening, and expressing yourself clearly to feel comfortable during uncomfortable communication can be effective…
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Secrets to Success as a Young Female CFO with Niki Heim
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In this episode of CFO Weekly, Niki Heim, Chief Financial Officer and Chief Administrative Officer at LogicSource, joins Megan Weis to share her journey to becoming an under-40 female CFO, the experiences she has gained, and the challenges she had to overcome along the way. Before starting her career at LogicSource, Niki was a Controller at Title N…
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Hidden Funding: Grants for Creatives, Consultants & Agency Owners with Danielle Desir Corbett
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Can grants really fund your service business? This episode wraps up our deep dive into unique funding options for service businesses, exploring an often overlooked resource—grants. Meet Danielle Desir Corbett. She's a former grants administrator turned 4x grant-funded creative entrepreneur. She curates a monthly newsletter called "Grants For Creato…
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Sell Playbook: The Definitive Objection Handling Guide (Jason Bay, Outbound Squad)
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Jason Bay, Nick, and Armand walk through how to handle almost all the objections you can encounter on a cold call RESOURCES DISCUSSED Join our weekly newsletter Things you can steal The Book on Cold Calling Outbound SquadBy Armand Farrokh & Nick Cegelski
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307 Tax Pros: What To Know About Working With Bookkeepers
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The TallyFor trial balance app I mentioned https://www.tallyfor.com/ Check out Nancy’s Ask A CPA community here https://www.thedancingaccountant.com/ask-a-cpa-signup/ 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy…
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190. Building Trust in AI: A Conversation with Sage CTO Aaron Harris
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Send us your thoughts In this episode of CFO 4.0, host Hannah Munro is joined by Aaron Harris, Global CTO of Sage, to explore the transformative power of AI and technology in the finance sector. This insightful conversation covers: How technology is shifting CFOs from record-keepers to strategic leaders. The role of AI in automating workflows and e…
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Spotting & Solving Your Business’s Core Issues for Bookkeepers & Accountants
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In this solo episode, Alyssa Lang covers … the unexpected challenges and responsibilities that come with being a bookkeeper and accountant, common mistakes she sees in the industry and how to solve your biggest problem in the business. In this episode you’ll hear: How to identify core system issues and where to begin when improving systems Why focu…
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This is another solo quick episode I created with my AI cloned voice to talk about our challenges that we keep running into. Thank you for seeing us. With love, Jules & MA #RightHereRightNow 🎧 Please subscribe, share with friends and leave a review. ⚡️ Follow us on Instagram: @teamhighoctanejules 🧢 Check out our Website: www.teamhighoctane.com ✨ Ch…
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368: Shaping the Future for Women of Color - An Interview with Carmen Randolph
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In this episode, Carmen teaches the power of deep emotional intelligence in connecting with and inspiring others, as well as the necessity of courage in upholding one’s values during difficult times. She emphasizes the importance of overcoming biases to build authentic relationships based on understanding and trust. Additionally, Carmen highlights …
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Aug. 20, 2024: Getting Ready for the Record $10 Billion NMTC Allocation Round: What Businesses and CDEs Should be Doing Now
In mid-July, the Community Development Financial Institutions (CDFI) Fund announced that it would combine the calendar year (CY) 2024 and 2025 new markets tax credit (NMTC) allocation award rounds into a single $10 billion round. In this week's podcast, Michael Novogradac, CPA, and Brad Elphick, CPA, the head of the New Markets Tax Credit Working G…
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AI + IQ Is Greater Than HR Says John Munsell of LSU GEAUX TIGERS Fame
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00:00 Introduction and Background 09:44 AI Tools for Research and Content Creation 17:21 The Use of AI in Sales and Business 25:12 Creating Scalable Prompts and an AI-First Culture 32:36 The Future of AI and Business 39:19 Exploring the Capabilities of AI 45:13 Automation with AI 57:14 Addressing Biases and Ethical Considerations 01:06:09 Training …
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Ever lost track of an important SOP? Learn how AI and project management tools can help organize and manage your SOPs. Tune in and discover some game-changing techniques in this episode! Time Stamps 00:51 - Episode Intro 02:34 - Challenges in Managing SOPs 11:17 - Integrating AI and Project Management Tools 25:13 - Evaluating the Need for SOPs 26:3…
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TEA 149: Going “ALL IN” is keeping you broke: do this to 10X your sales.
21:14
21:14
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► Join The Waitlist For Our LIVE 3 Day Ecommerce Facebook Ads Bootcamp https://www.theecommercealley.com/ Most people go deep before they go wide. They go ALL IN on one idea, one product, one campaign, etc. without asking, “is this what I should go all in on or is there something better?” This is something we’ve really been exploring lately and hav…
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FOUR ACTIONABLE LEADERSHIP TAKEAWAYS How engaged someone is on LinkedIn is a proxy of how good of a champion they'll be for you as a buyer. What you do in a call differs from what you want to get out of a call. The agenda is what you want to do, but make sure to explicitly say what you want to have coming out of the call. Have reps come in with a h…
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306 Bookkeepers: What To Know About Working With Tax Pros
31:46
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Check out Nancy’s Ask A CPA community here https://www.thedancingaccountant.com/ask-a-cpa-signup/ 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like yo…
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226: Setting Boundaries Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
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Sell Playbook: The 5 Most Common Cold Call Objections
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Get our book on cold calling "Cold Calling Sucks (and that's why it works)" Nick and Armand walk through the five most common cold calling objections and run through ways you can overcome them.By Armand Farrokh & Nick Cegelski
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PATCON: The FBI's Secret War On The Militia Movement w/ Ken Silva
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#PATCON #FBI #USHISTORY Today’s episode of Rise To Liberty, we are joined by Ken Silva. An investigative journalist who has been on the front lines discussing what the US intelligence agency known as the FBI, have been busy doing behind closed doors. This raises some very important questions. Are the FBI protecting US citizens from bad people with …
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305 How To Price The Tiers of your Accounting Proposals
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Geraldine’s Down to 40 book 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2 The AI app discussed, Wordware https://www.wordware.ai/ 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy firm? Ove…
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241 (Lead) How to Coach Account Executives on Discovery (Sean Gentry, WebFlow)
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FOUR ACTIONABLE LEADERSHIP TAKEAWAYS Ensure every deal in your CRM includes the date, specific next step, and goal to make pipeline reviews more outcome-focused. Use one-on-one meetings with reps for targeted role plays to better prepare for upcoming meetings, rather than generic team-wide role plays. Assess early-stage deals by confirming if there…
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304 The State of AI Adoption In Accounting in 2024, and What’s To Come
1:00:26
1:00:26
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Andrew streams live every Friday talking tech & AI for accountants. Subscribe and check out past episodes here 👉 https://fridai.fyi/ 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com 🫠 Are you stuck in a legacy…
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This interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Serena Shoup from Ambitious Bookkeeper. We talk about managing clients, offering advisory services, and the importance of SOPs in your bookkeeping firm. From practical business advice to lighthearted banter, you’ll wanna tune in to elevate your bookkeeping game! In thi…
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The 5 Biggest Factors Impacting Your Firm's Valuation [In Order]
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Do you know what actually impacts your firm’s value? Discover the 5 key factors buyers consider when determining your firm's worth.By Ryan Lazanis
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Exploring Zoho's Integrated Platform🐝 | Val Steed
1:01:26
1:01:26
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Today I’m speaking with Val Steed, Director Accountants, Zoho Corporation In this episode, we talk about . . . Zoho Corporation's journey in the accounting technology industry, from its founding in 1996 to its current position as a leading provider of integrated business solutions The company's focus on privacy, security, and long-term vision, with…
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Live Book Summary: Cold Calling Sucks (And That’s Why It Works)
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Hey folks, today's the day. The book is officially live and the digital version is only $1 until Friday. You can get the book here :) - From your two favorite 30MPC sales goons, Armand and NickBy Armand Farrokh & Nick Cegelski
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Episode 4 - Accounting Automation With Sfir Consulting
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In this episode, Carol sits down with Simon from Sfir Consulting, a leading accounting firm, to explore how they revolutionized their business operations through automation using the Zoho One suite. Simon shares the challenges his firm faced in managing their day-to-day processes and how Zoho One provided comprehensive solutions that streamlined th…
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Episode 302: IRS Form W-9 Series: Common Mistakes For Vendors That Are Individuals/Sole Proprietors
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16:32
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It’s getting to that time of year where hopefully you are cleaning your vendor master file and now, you’re wondering about your vendor data. Why do you have some that have missing tax id’s, why some didn’t pass your latest validation about IRS TIN records, and how you can ensure that you collect valid taxpayer identification number in the future. T…
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Building for Life: Embracing Change and Overcoming Growth Pitfalls with Cheryl Evans
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Can you imagine breaking free from the never-ending hustle and bustle of everyday life to truly connect with yourself and your spiritual guidance? Join Cheryl Evans and me, Missy Manuel, on this enlightening episode of the Building for Life podcast as we uncover the common pitfalls that often hinder personal growth. We discuss how our fast-paced so…
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