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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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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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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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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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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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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A podcast series about finance and taxation brought to you by award winning chartered accountancy firm, Ballards LLP.
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Amplify is podcast dedicated to helping accounting firms grow and thrive. Each season focuses on a particular issue or topic for accounting firm growth. Every episode features expert guests from across the accounting industry with expertise in marketing, business development, HR, strategy, and leadership. Amplify is a production of the Association for Accounting Marketing (AAM).
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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 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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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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"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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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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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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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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Small Law Firms often start from the practice of law and not as a business venture. This ends up causing the growth of the firm to be much longer and more painful than it needs to be. If you started a Law Firm with the intention of increasing your impact, freeing up your time and having all the money you will ever need then the strategies we discuss will be priceless for you. Profit with Law is a show focused on the business of running a law firm as a profitable venture. Packaging and pricin ...
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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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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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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 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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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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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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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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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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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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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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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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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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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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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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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 Unique CPA is the show where we’re going beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading edge management techniques and styles. We’re keeping you at the forefront of the changing face of public accounting with fascinating leaders, bringing you their stories and advice inside the accounting industry.
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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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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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Empathy-Driven Strategies for Premier Client Relationships w/ Chantal Cornelius
42:29
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In this episode of Building the Premier Accounting Firm, host Roger Knecht is joined by Chantal Cornelius, founder of Apple Tree Marketing, to explore the critical role of emotional connections in client relationships within the accounting industry. Chantal emphasizes that the success of accounting firms hinges on building trust and personal connec…
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We're taking Q4 off from recording new episodes! So, let's unpack what planning + taking this (or any) break actually looks like: Where would one of us, Anna as a CEO and Jill as a COO, even start with planning our out-of-office time? TIP: What do you know that no one else knows? What does it look like to trust our team while one (or the both) of u…
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Private Equity - Good or Bad for Accounting Firms?
31:16
31:16
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Is private equity killing or saving public accounting? What does the future hold for the accounting profession in the age of PE and AI? Rob Brown sits down with Tim Brackney, CEO of a private equity-backed accounting and advisory platform, to discuss the impact of private equity on the accounting profession. With a background in professional servic…
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331 FIVE Profitable Frameworks Accounting Firms Can Sell Tomorrow
33:01
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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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AI's Impact on Tax Research and More w/ Piritta Van Rijn
24:21
24:21
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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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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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Episode 96 - Intuit Enterprise Suite with William "Bill" Murphy - The Woodard Report Podcast
37:08
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On this show, Heather Satterley speaks with William "Bill" Murphy about the newly announced Intuit Enterprise Suite, a major release targeting mid-market businesses aimed at companies with sales over $3 million and up to 250 employees. Bill Murphy's work, including his predictions about Intuit Enterprise Suite prior to it being officially announced…
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Meet the Fraud Investigator: Kelly Paxton
1:06:16
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Caleb and Greg welcome Kelly Paxton, a former fraud investigator who has worked at both the federal and local level to talk about her career and one of her favorite red collar crime stories. Sponsors SafeSend - https://ohmyfraud.promo/safesend MakersHub - https://ohmyfraud.promo/makershub interVal - https://ohmyfraud.promo/interval (00:00) - Welcom…
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In this episode, Jeff and Brett discuss the importance of preparation, whether for a run, a swim, a meeting, or a trial. During the conversation, they cover a variety of topics, including managing difficult challenges, the fear of failure, the need to challenge ourselves, the importance of repetition, their personal practices, identifying blind spo…
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Technology and Flexibility: Keys to the Profession
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CPA Life’s 50 episode milestone marks the beginning of a conversation between John Randolph and Chris Papin, owner and founder of Papin CPA in Edmond, Oklahoma. Discussing the transition from traditional to modern CPA practices, Chris prioritizes sustainability, employee well-being, and client needs. He shares insights into his firm's growth, innov…
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Do You Need a Coach on Your Entrepreneurial Journey?
19:34
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Get ready to dive into the fascinating parallels between coaching in business and sports. We emphasize the crucial role a business coach plays in guiding companies toward achieving their goals. We also tackle the ever-present challenge of staffing. Our discussion extends to the distinct nuances of different industries, illustrating how understandin…
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Save up to 50% of your Accounts Payable team's time.
11:08
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Discover how to revolutionize your Accounts Payable operations and reclaim up to 50% of your team’s valuable time! Join us on our podcast as we delve into cutting-edge strategies and technologies that streamline processes, eliminate bottlenecks, and boost efficiency. From automated invoice processing to leveraging AI and machine learning, we uncove…
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333 What’s The Best AI Model for Accounting In 2024?
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💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Bookkeep https://www.bookkeep.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp…
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168 ⎸ Slowing down to create more success with Katy Murray
51:23
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Send us a text In this interview episode, I’m chatting with Katy Murray, the brains behind the Gingerbiz Podcast. She’s a powerhouse who's done it all—from professional photography to managing HR for a big company, and even launching her own business, Katie & Co. We first connected through Threads, and it turns out we have a lot to chat about when …
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1,037: Optimizing Growth and Margins: A CFO’s Strategic Playbook | Regi Vengalil, CFO, Trax Retail
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When the opportunity to lead the corporate travel business at Expedia arose, Regi Vengalil knew it was exactly the role he had been seeking to further his career trajectory. Stepping into the CFO position meant overseeing a business unit with $600 million in revenue and $120 million in EBITDA, and Vengalil was eager to take on the challenge. Prior …
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Listeners can tune in to a recording of our recent women in accounting webinar. Hosts Steven Jones and Lauren Townsend are joined by Laura Barnwell, Director at Ballards, Helen Rowland, Tax Senior at Ballards, Alex Moore, Account Manager at Ballards, and Aamirah Jama, Audit and Account Associate at Ballards. Together, they explore several key topic…
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"Frictionless Justice" and Integrating AI Into the Practice of Law
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I spoke with Evyatar Ben Artzi, the Co-Founder and CEO of Darrow, a justice intelligence platform that leverages generative AI, legal experts, and technologists to uncover legal violations. We discussed “frictionless justice,” how law firms integrate AI into their practices, and how AI can fuel business development.…
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Confront Your Firm’s Challenges… Globally
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Randy Crabtree is joined by Andrew Leck, CEO of MSI Global Alliance, on Episode 178 of The Unique CPA. An international association of lawyers and accountants, MSI brings professionals together, and Andrew discusses the thriving and collaborative community MSI has created, with a special emphasis on its benefits to mental and physical well-being. I…
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332 Attract Better Clients by issuing a REPORT
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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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Making Your Case: Gaining a Seat at the Table with Courtney Kiss - Amplify S6E8
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In this episode, we explore methods for demonstrating marketing ROI to firm leadership with insights from Courtney Kiss, Chief Operating Officer at Johnson Lambert. With a rich background in marketing, business development, and human resources, Courtney shares her expertise on effective communication of the financial impact of marketing efforts. As…
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Proving Your Worth: Lighting Interviews from AAM Summit 2024 Part 2 - Amplify S6E7
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Join Mike Jones from Resound at The Association for Accounting Marketing Summit 2024 as he interviews attendees. For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplifyBy Association for Accounting Marketing
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AI in Marketing: Revolutionizing Strategies for Growth with Blake Oliver - Amplify S6E6
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In this episode, we explore how Artificial Intelligence (AI) is reshaping the marketing industry. Our guest, Blake Oliver, a CPA and CEO at Earmark, shares his personal experience in leveraging AI for various marketing tasks. He discusses how AI-driven technologies have optimized customer insights, personalized campaigns, and predicted consumer beh…
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Becoming a Visible Expert: Crafting Content that Proves Your Expertise with Karl Feldman- Amplify S6E5
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Karl Feldman, a seasoned partner at Hinge disucsses how to navigate today’s competitive landscape, showcasing your expertise is essential for professional services firms With a wealth of experience in content marketing and brand development, Karl has guided numerous firms to elevate their market positioning and achieve thought leadership status. In…
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Proving Your Worth: Lightning Interviews from AAM Summit 2024 Part 1 - Amplify S6E4
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Join Mike Jones from Resound at The Association for Accounting Marketing Summit 2024 as he interviews attendees. For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplifyBy Association for Accounting Marketing
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One-Person Powerhouse: Self-Advocacy for Solos and Small Teams with Amanda Simmonds - Amplify S6S2
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Explore the unique challenges and opportunities of being in roles that aren’t always billable but are always valuable. In this episode, Amanda Simmonds, Director of Talent Advisor Services at Spirrall, shares her insights and strategies for effectively advocating for yourself when you’re in a solo role, or a new role. Amanda discusses practical tip…
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Small Firm, Big Impact: Finding Value Through Niching with Kelly Schuknecht - Amplify S6E3
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Learn how to showcase the unique advantages of smaller firms with Kelly Schuknecht from Summit Virtual CFO by Anders. In this episode delve into the strategies that empower small accounting firms to thrive despite resource constraints. Our guest, Kelly Schuknecht, Marketing Director at Summit Virtual CFO, shares valuable insights on leveraging nich…
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Elections, Tax Changes, and Compliance Deadlines
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53:15
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Roger and Annie discuss the unique challenges tax practitioners face as 2024 draws to a close. They explore the potential impact of the upcoming election on tax law, ongoing issues with the Employee Retention Credit, and the looming deadline for Beneficial Ownership Information reporting. The hosts provide insights on how to approach tax planning a…
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Standing Up and Standing Out: Building Brand Authority and Challenging Stereotypes in Accounting with Gilbert Vasquez - Amplify S6E1
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This episode features Gilbert (Gil) R. Vasquez, Managing Partner at Vasquez and Company , who tells his unique story as leader of one of the largest minorities owned CPA firms while discussing strategies for effectively showcasing your own unique value. This episode explores the importance of gaining valuable experiences and leveraging them to high…
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Terrell Turner of the TLTurner Group explains his firm's unique process for upgrading employee reviews and keeping staff performing at the levels they need.
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34 CAS Sales: Always Be Closing - Close Tactics (2 of 2)
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In part two of our series on sales closing tactics for CAS practices, we explore the urgency close and the alternative close. We’ll discuss how to create urgency around your services and offer clients clear choices to drive them toward a decision. By the end of this episode, you’ll be equipped with two more tactics to secure deals and grow your CAS…
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Join us this Wednesday for a new episode where Roger discusses building relationships with Chantal CorneliusBy Roger Knecht - Universal Accounting Cente
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1,036: The Power of AI in Shaping Strategic Finance Leadership | Zane Rowe, CFO, Workday
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In 2012, after nearly two decades in the airline industry, Zane Rowe made a bold career pivot. Leaving behind his role as CFO at United Airlines, Rowe stepped into the tech world, joining Apple in a sales role—a move many saw as risky but one that would ultimately shape his perspective on finance leadership in the digital age. This decision marked …
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226 Creating a Crowdsourced Compensation Database for Accountants (feat. Dominic Piscopo, CPA)
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Episode 226 FACULTY: Dominic Piscopo, CPA In this episode, Scotty chats with Domini Piscopo, the founder of Big4Transparency.com. Domini shares his journey from being a tax analyst at Deloitte to becoming an entrepreneur. He talks about the importance of transparency in the accounting profession, how his platform helps accountants understand salary…
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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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Integrating Wealth Management with Accounting Services
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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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*Special Episode* Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 30
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In this 30th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed reimagining knowledge management, disrupting the law firm business model, and more AI.By Ari Kaplan
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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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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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The Key to Scaling Your Law Firm: Implementing an Operating System with Sharon Means - 449
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/449. Are you ready to take your law firm to the next level with data-driven strategies and systems? Join Moshe Amsel and Sharon Means, a seasoned fractional integrator, as they explore the importance of core values, the implementation of business scorecards, and the Entrepreneur…
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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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