show episodes
 
Interviews from the Online Cloud Accounting Apps community. Long-form interviews of people involved in the Accounting Technology community. Together we unpack the reality of automation and productivity in accounting and business. We dissect how accountants can leverage artificial intelligence, machine learning, and big data. We share practical advice to help support small business thrive in a rapidly evolving world. Cloud Stories is suited to Management Accountants, Accountants, Bookkeepers, ...
 
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 Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.
 
The Bean Counter is your guide to a successful accounting career! Whether you're in University looking for your first job, or crushing it at your full time career, The Bean Counter is the show for you! We have topics ranging from preparing your resume and interviewing, to dealing with salary negotiations and being promoted. We'll have interviews with today's most inspiring accountants and find out how they got where they are today, and what advice they have for you! We'll also talk with recr ...
 
Grow your accounting firm today. Every week, 6-figure CEO Annette Ferguson shares her insight on digital marketing specifically for accountants and bookkeepers looking to set up, grow, and establish their own firm. Accounting is a one-man job, but success isn’t accomplished alone. Join Annette every Wednesday so you can unblock what’s standing between where you are and where you want to be - whatever stage you are in your accounting business/firm right now.
 
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 & Sarah Cage Richter from advisory firm Embark. LinkedIn - https://hubs.ly/H0XgZnG0 Instagram - https://hubs.ly/H0XgYNZ0 Twitter - https://hubs.ly/H0Xg-dz0 F ...
 
It’s astounding what one positive action or change—big or small—can do for a business. Improve staff morale, enrich the client experience, turbo boost operational efficiencies. All possible when firm leaders acknowledge issues and commit to making change…to getting a little better every day. In this modern-day fireside chat-esque podcast, Darren Root, CPA and 30+-year firm owner and serial implementer of change, strives to incite self-assurance and inspiration in accounting professionals who ...
 
Join hosts Will Hill and Paul Miller as we have real and relevant conversations around the challenges and opportunities tax and accounting firms are encountering every day. Done with an upbeat tone, we look to provide you with inspiration and actionable ideas to help tackle these challenges and opportunities in your firm. The topics may be endless, but you are sure to hear a mix on client interactions, client engagement, firm process and firm culture. We know you will enjoy, we hope to inspi ...
 
“Dear Accountant,” a uniquely insightful and entertaining podcast for aspiring young business professionals. Each episode is packed with actionable advice to help young finance professionals get ready for their next big thing! Hosted by Cecilia ”Cece” Leung, CPA. Cece is as smart as she is personable. For over two decades, Cece honed her professional skills in the corporate world working for powerhouse firms like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. As a Chinese emigrant, Ce ...
 
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The Abundant Accountant

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The Abundant Accountant

Michelle Weinstein - The Pitch Queen, Sales Strategist

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The Abundant Accountant Podcast is where accounting 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 as hear p ...
 
A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients, a better practice, and the life you deserve. Learn more about the WealthAbility® Network: https://wealthability.com/thenetwork/
 
The Law Firm Accounting and Tax Podcast is designed specifically for solo and small law firm owners. We focus specifically on tax savings and ways to have a financially sound back bone to your law firm. Hosted by the JETRO team led by Mike Jesowshek, CPA. This is a quick hitting podcast aimed to get you important information without all the fluff.
 
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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The Upstream Leader Podcast

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The Upstream Leader Podcast

Jeremy Clopton, Heath Alloway, The Upstream Academy

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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 ...
 
FINRA Unscripted is the voice of the nation’s largest non-government securities regulator. We bring together FINRA leaders to discuss existing and emerging regulatory topics that impact the broker-dealer industry. We share best practices for compliance officers, insights into the operations of a 3,500 person self-regulated organization and educational tools and information for investors. Every investor in America relies on one thing: fair financial markets. That is what FINRA works every day ...
 
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Oh My Fraud

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Oh My Fraud

Greg Kyte & Caleb Newquist

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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 ...
 
Welcome to The Advisor Podcast. Brought to you by JGS CPA. We are a FULL service CPA firm. We’ve been in business for over 85 years. Planning for our clients and working hard for their success. We are the trusted professionals. And now we have a podcast, we will offer up our knowledge sharing content and information on all things accounting, tax and business advisory while also opening up our network of attorneys, bankers, financial advisers and even non-profits we support to discuss topics ...
 
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 ...
 
Thanks for tuning in to The Real Estate CPA Podcast, a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. Our episodes generally run 10-20 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Your host, Brandon Hall, runs a CPA firm that exclusively serves real estate investors and real estate business owners. He works with synidcators and developers clos ...
 
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Immigration Nerds

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Immigration Nerds

Erickson Immigration Group

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Come join us beyond borders for all things immigration. Founded in 1978, Erickson Immigration Group provides comprehensive business immigration, global migration, and compliance solutions that enable companies to hire the best and brightest talent from around the world. We represent clients ranging from Fortune 500s to cutting-edge startups. Sectors represented by our firm include Technology (including CRM services, e-commerce, social and online news media, online entertainment and televisio ...
 
The Digital Edge: Lawyers and Technology is a podcast hosted by Sharon Nelson, president of Sensei Enterprises, and Jim Calloway, Director of the Oklahoma Bar Association's Management Assistance Program. Each month, Nelson and Calloway invite noted legal technologists, authors, and lecturers to address a different topic related to lawyers and technology.
 
How do some experts rise from relative obscurity to national or even international prominence? Most are ordinary people who built their reputations over time. We call these individuals, “Visible Experts.” Join Kelly Waffle of Hinge Marketing as he interviews a wide range of Visible Experts (B2B marketing thought leaders, CEOs of companies and professional services firms, and industry subject matter experts). If you are an expert who wants to build a powerful personal brand — or if you simply ...
 
Bringing over 40 years of experience working with businesses and their owners in the manufacturing, real estate and service sectors, Founding Partner of Rose, Snyder & Jacobs LLP, Tony Rose, dives into the world beyond numbers. As the founding partner of the firm prominent tax and accounting firm, Tony spends his days providing management consulting advice to closely-held corporations, family owned businesses, partnerships, and the high net worth individuals that own them. Many believe his d ...
 
Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject m ...
 
Scott Key is the founder of Scott Key and Associates, a boutique law firm that specializes in complex, high-stakes cases. Scott thrives on the challenge of a complex case. He’s not afraid of standing in the spotlight or taking on unpopular causes. He does not shy away from controversy. That's what you can expect when listening to The Advocate's Key.
 
Sneak a peek at this web-site http://rcfinancialgroup.com/accounting/ for more information on Greater Toronto Area Accountant. Greater Toronto Area Accountants or GTA Accountants at GTA Accounting Company/Firm, RC Financial Group specializes in Accounting, Taxation; Business Consulting our firm also offers US Taxation and IRS Representation related services. We are here to assist you with your personal accounting, small business accounting and other finance needs. Follow us https://mississau ...
 
RBS is an independently owned tax services firm in Houston, Texas. We offer a wide range of personal services, from income tax preparation services to insurance protection needs. Each year, as we prepare for the tax season, we look forward to providing professional guidance and personalized solutions to our customers at affordable prices.
 
Hosted by Emily Jashinsky and The Federalist’s team of fearless journalists, this is a daily podcast featuring engaging and in-depth conversations with reporters, scholars, authors, politicians, and thinkers of all stripes. Along with guest hosts Mollie Hemingway, Christopher Bedford, Joy Pullmann, and others, the show delivers smart and compelling dialogues on politics, culture, religion, and the news of the day. Support the show by subscribing, rating, and writing a review!
 
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Accounting Marketing Doesn't Suck

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Accounting Marketing Doesn't Suck

Build Your Firm | Marketing for Accountants and CPAs

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Host Hugh Duffy takes you behind the scenes with successful accountants, CPAs, and industry elites in conversations about growing a more profitable business. The podcast is meant to inspire accountants to embrace marketing and leverage it to accomplish their goals and provide them with more control over their practice and life. This podcast is created by Build Your Firm.
 
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show series
 
In today's podcast I discuss news that PwC is being investigated in Hong Kong over work that they performed over Evergrande. Go to https://www.tryvoomer.com/big4 to get 10% off or use code big4 at checkout. Support our podcast through the following link https://www.buymeacoffee.com/ZDdaxk7GK If you are inquiring about being a guest on the show, ple…
 
Having a good grasp of your organizational culture can help you hire the right people and adopt the right approach to change. But determining what type of culture your firm has isn’t always easy. In this first part of a two-part podcast, Guy Gage, founder of consulting firm PartnersCoach, discusses the three types of culture he sees most often in C…
 
Diversification Strategies for Small and Solo Firms is the title of Peter's presentation. Peter has already produced a 50 minute webinar on Diversifying Accounting Services – Why? which I have uploaded in the group, so we thought we would discuss the key requirements of diversification on how small and solo practitioners can implement diversificati…
 
“The average person spends about two hours per day in drama…and lack of accountability is one of the sources of drama”. Listen to this excerpt from the August 12th Town Hall Series as Reality-Based Leadership’s Alex Dorr joins Lisa Simpson, the AICPA’s VP of Firm Services and Eric Asgeirsson, CPA.com’s CEO, to discuss workplace drama and how to cre…
 
As part of FINRA’s Member Supervision Transformation, each firm was assigned a Single Point of Accountability – a senior leader in Member Supervision that helps firms navigate their experience with FINRA. Now that we are nearly two years into the new structure, we are joined on this episode by two SPOAs – Andrew McElduff and Brian Kowalski – to giv…
 
Firm regulatory risks and priorities don't exist in a vacuum. And that is perhaps nowhere clearer than when it comes to a firm's anti-money laundering responsibilities. A firm's AML risks can overlap with any number of other priorities. On this episode, we're looking at the intersection of a firm's AML and cybersecurity risks. Joining us are Jason …
 
Lorena Diaz currently lives in Barcelona but is a citizen of the world. After graduated in Psychology, she started her career in Ireland where she acquired international experience in a Recruitment consultancy called CPL. Then she opened and managed a new CPL branch in Barcelona. Since early 2018 has worked at Sage as a Talent Acquisition Partner, …
 
On this episode of The Federalist Radio Hour, Federalist Managing Editor Madeline Osburn joins Culture Editor Emily Jashinsky to discuss CNN’s Brian Stelter and his recent tone-deaf response to Bari Weiss’s real concerns about cancel culture and corporate media agenda-setting. Sponsored by Wonderly: 9/12 Join the conversation and comment on this po…
 
This week's episode covers the latest on the COVID vaccine requirement for contractors, cybersecurity updates, the DoD Climate Adaptation Plan, and a class deviation relating to certified cost or pricing data, and is hosted by Peter Eyre and Monica Sterling. Crowell & Moring's "Fastest 5 Minutes" is a biweekly podcast that provides a brief summary …
 
Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Don’t Buy a Fund Based on Its Cover. #btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 {paddi…
 
For many small and medium-sized firms, a consultation with a “high-value” firm can be a nerve-wracking experience that takes them out of their element. In this episode of CPA Conversations, Loren Fogelman, price and profit coach for Business Success Solution, provides tips on the focal points to drive home when delving into the CPA sales process. T…
 
On this episode of The CPA Marketing Genius, Salim is joined by author, academic, and expert on leadership in business, Dr Michael Useem. Together, he and Salim discuss the habits, mindset, and the skills needed to be an effective business leader in today's world! Also, we get some insight into the lessons Dr. Useem learned while interviewing 9 thr…
 
This week Will and Paul are joined by Rick Sager, owner of Sager CPA and Advisors, who shares his firm story. Listen in to hear how a full transition to focusing on advisory relationships with his clients completely turned around his firm, and is providing impact to not only him and his employees – but his clients as well.…
 
We have a very special guest today joining us from Rome, Lily Luna! So often when we think of the United Nation, we think of this international peacekeeping organization who deals with economic and social issues such as human rights, justice and international laws, refugees, famines, wars and other disasters. And you have to be politicians, researc…
 
The “window of opportunity” is here at last for Accountants all over Australia as New South Wales leads the way in dismantling lockdowns. This is presenting an opportunity to Accountants, Bookkeepers, Business Advisors and Chief Financial Officers to be able to deliver services focused on “adding value” to SME clients and providing interesting and …
 
We're interrupting your podcast feed for a bonus, shorter episode to discuss some breaking industry news. Last week, pricing and onboarding app GoProposal announced that they had been acquired by Sage. To give you the inside story, we brought back one of our earlier guests, the co-founder of GoProposal James Ashford. In this episode, James shares w…
 
On Episode 13 of The Upstream Leader, Heath Alloway talks to Rachel Anderson, director of the efactory, about innovation and the importance for leaders to embrace it. She discusses her own leadership journey, the process-driven nature of innovation, and how conquering micro-goals can lead to bigger, better developments. Get the full show notes and …
 
Whether you’re following a traditional path or an alternative one like a SPAC, the IPO road is filled with twists, turns, and new responsibilities, especially around accounting and reporting. So join hosts Adam Olsen, Sarah Cage Richter, and Embark’s Dallas Market President Jason Larkin for an overview of some of the more complex and challenging ar…
 
Debt advisers in England fear that government plans to change the way their service is funded will see big cuts in the amount of face-to-face advice available.We hear from a woman who says in-person debt advice helped turn her life around, in a way that online of over the phone assistance could never match. And debt adviser Amy Taylor, who is chair…
 
In today's podcast we discuss news that KPMG lied to regulators in the UK. Go to https://www.tryvoomer.com/big4 to get 10% off or use code big4 at checkout. Support our podcast through the following link https://www.buymeacoffee.com/ZDdaxk7GK If you are inquiring about being a guest on the show, please see this link first. https://big4accountingfir…
 
On this episode of The Federalist Radio Hour, Lynne O’Donnell, author and former bureau chief in Kabul for the Associated Press and AFP, joins Culture Editor Emily Jashinsky to give an oral history of the war in Afghanistan. Sponsored by HumanN, Wonderly: 9/12 Join the conversation and comment on this podcast episode: https://ricochet.com/podcast/f…
 
To charge higher fees and do more complex work, you need to understand the importance of a niche. Focus your education on that one niche you really know. Michelle Weinstein's guest today is Thomas Gorczynski, EA, USTCP, a nationally recognized educator in the federal income tax field. Tom explains that your niche should be where most of your client…
 
Life is made up of choices. In every aspect of it, you have to know how to deal with certain situations. In addition, you have to be equipped with the tools you need to keep moving forward. Chuck Omphalius of Max It Out (MIO) Retirement discusses the rationale behind his 930 Plan to create awareness for people. We also talk about tax-wise strategie…
 
On this episode of The Federalist Radio Hour, Senior Editor Christopher Bedford joins Culture Editor Emily Jashinsky to discuss how the corporate media distorts key narratives to disempower the American public. Sponsored by HumanN, Wonderly: 9/12 Join the conversation and comment on this podcast episode: https://ricochet.com/podcast/federalist-radi…
 
Stephanie Palmertree, CPA, CGMA, saw a need for better continuing professional education at the Mississippi Office of the State Auditor. The speakers were the same every year, and the issues weren’t necessarily the ones faced by staff at her agency. So, CPE offerings were revamped, becoming more meaningful and targeted. Palmertree explains the why …
 
Erickson Immigration Group’s Partner Justin Parsons and Lead Researcher Luke Bianco welcome guest Executive Director of National Foundation for American Policy, Stuart Anderson. They discuss the context surrounding Stuart’s latest Forbes article titled “H-1B Visas Are Scarce As Computer Job Vacancies Reach 1.2 Million”. They address: The recent gro…
 
Bill Woolsey is the President and Founder of FiveTwo, a network that equips faith-based entrepreneurs to launch a variety of sustainable startups. In 2015, the network launched a "Mother Teresa meets a friendly Mark Cuban" education process that helps entrepreneurial leaders to grow their dreams into nonprofits and small businesses that make a diff…
 
Improve your brand awareness, attract more potential customers and clients, and expand your market reach. Those are some of the advantages of using social media for your business. Through social media, your business can communicate directly with your customers. As a result, the greater the conversion rate, the better their engagement with customers…
 
In today's podcast I wanted to discuss Deloitte and PwC's approach to new hires over the next few years. Go to https://www.tryvoomer.com/big4 to get 10% off or use code big4 at checkout. Support our podcast through the following link https://www.buymeacoffee.com/ZDdaxk7GK If you are inquiring about being a guest on the show, please see this link fi…
 
I'm Heather Smith and welcome to Cloud Stories, a podcast exploring the Accounting and Business Apps community. Today I’m trying out something new. I’ve given it the big hairy audacious title of The Accounting Innovation and Technology Buzz: Current News, Trends and Analysis. Joining me on the show is Trent McLaren. You might recall I’ve interviewe…
 
On this episode of The Federalist Radio Hour, Naomi Schaefer Riley, a resident fellow at the American Enterprise Institute and senior fellow at the Independent Women’s Forum, joins Culture Editor Emily Jashinsky to discuss her new book “No Way to Treat a Child: How the Foster Care System, Family Courts, and Racial Activists Are Wrecking Young Lives…
 
Small firms face familiar challenges in unprecedented times What’s keeping you up at night as a firm owner? Listen to this clip from the AICPA’s September 2nd Town Hall series as the AICPA’s Lisa Simpson, VP of Firm Services, Carl Peterson, VP of Small Firms, Barry Melancon, CEO, and CPA.com’s CEO Erik Asgeirsson discuss the results from the 2021 C…
 
Consistency and relentlessness. I have met a lot of business owners who believe that these two things are synonymous. They always thought that for you to become consistent, you also need to become relentless. As soon as I explain the difference, their perspective changes. Throughout this episode, I will share the difference between consistency and …
 
This week, Stuart is talking all things cryptocurrency with Arthur Teller and Zac McClure from TokenTax, the leading crypto tax platform and cryptocurrency tax accounting company. Together they discuss a broad range of crypto topics including how this movement is giving the younger generation a way to gain wealth, the global implications, and the t…
 
In today's podcast I discuss what to expect when negotiating salary with big 4 recruiters. Go to https://www.tryvoomer.com/big4 to get 10% off or use code big4 at checkout. Support our podcast through the following link https://www.buymeacoffee.com/ZDdaxk7GK If you are inquiring about being a guest on the show, please see this link first. https://b…
 
Transforming the auditing practice to be more digital requires more than just new tools. It also means a shift in mindset for firms serious about taking a digital-first approach. On this episode, the third in a series on audit evolution, Alan Langelli, CPA, lead partner of the technology industry services group at Aronson LLC, shares three key reas…
 
On this episode of “The Federalist Radio Hour,” Federalist Senior Editor Mollie Hemingway joins Culture Editor Emily Jashinsky to go behind the scenes of her new book “Rigged: How the Media, Big Tech, and the Democrats Seized Our Elections.” Sponsored by HumanN, Wonderly: 9/12 Join the conversation and comment on this podcast episode: https://ricoc…
 
Kevin Cullen is the president of Leadera Consulting Group. He has spent 40 years working in the field of personal and organizational transformation, providing business consulting, training, and development to individual leaders and Fortune 500 companies. His expertise and commitment to the development of leadership skills within an organization hav…
 
In this episode, Brandon and Thomas discuss what it is like to be a landlord and the economics of being a landlord. Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestorsTo grab the recordings from the 2021 Tax and Legal Sum…
 
Business owners who create content consistently establish relationships with their audiences better. Your audiences and potential customers and clients can ask questions and you can interact with them. It puts you in the position to obtain credibility by consistently sharing how your service or product benefits them greatly. In this episode, I will…
 
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