show episodes
 
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.
 
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, ...
 
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.
 
The latest research and opinion from ACCA’s Professional Insights. We explore the big issues impacting business, the accountancy profession and the evolving world of work. From technology to talent management, our subject matter experts and guests discuss good practice from across industries to help you stay ahead in business and your career.
 
Coach 360 is a podcast dedicated to helping high school coaches take their leadership to the next level. In each episode, we'll talk to high school coaches and athletic directors about topics like: developing culture, locker room management, character development, hiring staff, mental toughness, anger management, practice and preparation techniques, and more.
 
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 ...
 
The DocPreneur Leadership Podcast #docpreneurnation has become a trusted voice of healthcare insight, news, Physician education and economic analysis about a wide variety of topics in healthcare. Those topics include but are not limited to: Precision Medicine; Concierge Medicine; Whole Genome Sequencing; Pharacogenomics; Membership Medicine; Direct Primary Care; Legal, Accounting and Physician Succession Planning; Practice Management and Growth and more.
 
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.
 
OT Kung Fu: Organizational Transformation Kung Fu – Learning for agile leaders. A discussion about Business Tools and Practice from seasoned executive coaches for business leaders, senior managers. For a company’s, leaders and managers to thrive they must become masters of transformation and agile learners; they must commit the energy and time to be better. This podcast, discusses the current critical skills and practices for organizational leaders and managers to become more effective in th ...
 
This podcast features the latest interview in the areas of compliance, risk management and e-learning. Topics include AML, GDPR, harassment, FCPA, anti-bribery and more. Founded in 2004, VinciWorks is a leading provider of online compliance training and risk management software. With over 200,000 users across 70 countries, VinciWorks has established itself as the definitive authority in online compliance. VinciWorks offers a range of compliance and regulatory training courses on topics such ...
 
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.
 
This is the show for tech folks who don't have all the answers, but still get the job done. Instead of romanticizing the tech visionaries, Parlor.io's Cameron Curry and Yonas Dinkneh share their honest and opinionated perspective as two early career Product Managers navigating the world of early stage tech startups. Join them as they share stories and bring on guests to hear their perspective, so that we can all figure this thing out together. New episodes every Wednesday!
 
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.
 
This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Michelle Long and Dan DeLong who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Thursday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour we ...
 
Exclusive information. Extraordinary insight. CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and dec ...
 
Community IT offers free webinars monthly to promote learning within our nonprofit technology community. Our podcast is appropriate for a varied level of technology expertise. Community IT is vendor-agnostic and our webinars cover a range of topics and discussions. Something on your mind you don’t see covered here? Contact us to suggest a topic! http://www.communityit.com
 
The “Scaling New Heights” podcast is designed for accountants and other business advisors, providing professionals with year-round access to some of the key training from our annual Scaling New Heights conference. Each weekly broadcast includes an interview with a featured guest who is either a past Scaling New Heights presenter or a presenter we’ve recruited for an upcoming conference.
 
The Jane Anderson Brand You Show is the podcast for experts, consultants, speakers, trainers, academics and coaches who are or aim to be the leaders in their field. Jane shares her insights as well as interviews those who are industry experts to find out about their experiences when marketing themselves under their Personal Brand, or name. According to US Labour Data, by 2020 50% of the workforce will be self-employed​. The ability to market & sell yourself is an essential skill for the futu ...
 
In the United States, according to Gallup, nearly 70% of employees are not engaged in their work. Disengagement negatively affects profitability and productivity. I believe there are 3 ways businesses can improve engagement. One, they inspire with a clear vision. Two, they practice open-book management. Three, they intentionally build collaborative, accountable, strength-focused teams. My intention is to inspire owners considering a new way to run their business and to encourage those curren ...
 
The Accounting Influencers podcast is for progressive accounting firms and the people that lead them, work in them and serve them. In each weekly episode, BD Academy founder and top accounting growth specialist Rob Brown interviews world class accounting leaders and global influencers about what makes the good accounting firms great and the good accountants world class. Guests are either: 1. PRACTITIONERS: firm-wide leaders, managing partners, CEOs, seasoned rainmakers or top BD and marketin ...
 
In each episode, an Intalere representative hosts a conversation with an industry expert to assist physicians, healthcare executives and materials managers navigate the complexity of the ever-changing healthcare landscape. Join us as we decipher governmental rules and regulations and supply chain organization to learn how to better manage challenges, reduce costs, increase efficiency, and ultimately improve patient care.
 
Hosted by Marla DiCarlo and Susan Frew, this show discusses the ins and outs of selling and buying businesses and building value for the future. We toss around the cliché that small business owners put tons of blood, sweat, and tears into their business. This is true. Too often, small business owners leave money on the table. They don't take advantage of negotiation because they don't know how to improve or can't determine the right way to market themselves. Don’t have a sellable company? Th ...
 
The Nesbit Agencies' Podcast strives to share insurance tips and information about the insurance offerings available from Nesbit Agencies and how, by partnering with you, Nesbit Agencies can help protect your personal and business assets and develop the best insurance program to fit your needs.
 
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show series
 
In this interview for CPA Trendlines, Richard Rothstein speaks with Manny Cosme, President of CFO Services Group, about recruiting new talent in the age of COVID. Manny makes some great points about working for a small nimble firm like CFO Services Group and the challenges of retaining great talent in the face of competition from bigger firms for h…
 
Guest Charity Wright, Cyber Threat Intelligence Expert in Recorded Future's Insikt Group, joins Dave to discuss her research "China’s Digital Colonialism: Espionage and Repression Along the Digital Silk Road". Through the Digital Silk Road Initiative (DSR), announced in 2015, the People’s Republic of China (PRC) is building an expansive global data…
 
Cozy Bear’s active command-and-control servers are found, and people conclude that Moscow’s not too worried about American retaliation after all. Spyware found in an app for companies doing business in China. What to make (and not make) of the Iranian documents Sky News received. Phishing with Crimean bait. HTML smuggling may be enjoying a moderate…
 
In a first for the podcast, this episode is recorded on location at the SUCCESS cover shoot. Glenn and Mindy Stearns grace the September/October issue following Glenn's star turn on Undercover Billionaire. They talk with Tristan about what they're doing now and what separates their business from the pack. This episode is sponsored by BELAY. Text th…
 
Advice on WiFi security from NSA. South African ports are recovering from their ransomware attack. The attack on Iranian railroads was a wiper, of unknown origin and uncertain purpose. Developments in the criminal-to-criminal market. Israel undertakes an investigation of NSO Group. Josh Ray from Accenture Security on the road back to the office. Ou…
 
In this episode, Duncan discusses the importance and usefulness that video can have in your business. Video acts as an initial connection point to get to know you better and helps to address and answer the sort of unspoken questions that viewers may have.Looking to incorporate high quality video into your practice? Check out our friends at Idea Dec…
 
Learn how to enroll in Multi-Factor Authentication (MFA) - use something you know (your password) (but someone else might find it out) AND something you have (like an app on your smart phone that the hackers don't have). This second step to verify the user of the password is legit is a powerful and free tool that many organizations are requiring fo…
 
Managing IOLTA accounts is challenging for both new and established law firms, so what can they do to make sure all their ducks are in a row? Sharon and Jim welcome Paul Garibian of Nota to talk through common mistakes lawyers make, the serious consequences of mismanaging these accounts, and the best practices lawyers need to know. Paul Garibian is…
 
With deep sadness, we bring you this episode with Greg Winteregg, who passed away on July 13th, 2021, shortly after we recorded this GMAP podcast. He leaves behind an incredible legacy that shaped the lives of many who were blessed to have crossed his path and committed much of his life to helping businessmen and women grow their businesses into fl…
 
As highlighted in the Succession Planning Survey, small firms know they need a Practice Continuation Agreement (PCA) yet less than 10% have one in place. Listen as Mike Shost, CPA discusses key takeaways and best practices from his experience constructing and executing PCAs in his small firm. PCPS resources mentioned in this episode: Practice Conti…
 
Are you in the middle of an AP Automation project and realize you don’t have email addresses for your vendors to notify them of changes to your process? Or maybe you’re doing a routine vendor master file clean-up and need to populate missing vendor emails – you’ve come to the right episode…… Keep listening. Check out my website www.debrarrichardson…
 
The pace of change has increased, the growth in complexity has multiplied, and information has proliferated at an unprecedented pace. We are in extraordinary times. And unprecedented times call for unique and disciplined approaches if we are to survive and thrive. In this podcast, I begin a series to help us dig deeper into the strategies that will…
 
Are you sharing the content on LinkedIn that provides value to your customers and drives sales? Find out by listening to our NEW Growing Your Firm Podcast! We hear from Stephen G. Pope as he shares everything from tips for scriptwriting, what to include in each of your posts, and how to create strong video content. You can listen here: jetpackworkf…
 
US formally establishes its Industrial Control System Cybersecurity Initiative. Shooting wars in cyberspace. Developments in the ransomware criminal souks. This week’s iOS update may have closed the vulnerability exploited by NSO Group’s Pegasus intercept tool. The US, UK, and Australia issue a joint advisory on the most exploited vulnerabilities. …
 
Dear Doctors, Can you believe we're at the half way mark and more of 2021 already? For many of the Physicians and office teams we talk to each week they are telling us that their staff meetings, while infrequent and well, boring, need a little pick-me-up. So, I thought we might share a few "Medical Office Staff Meeting Questions" to help equip, cha…
 
One major mistake a small business usually makes is focusing too much on its finances. Many don’t realize that the most important first step towards success is having a humble attitude. Discussing this topic with Susan Frew and Marla DiCarlo is their Managing Director at Raincatcher, Aaron Linnebach. He explains how business leaders can get out of …
 
Sharon shares an incredibly moving story about her sister and explains how it has inspired her to start a non-profit to help people in similar situations. However, the non-profit is just getting going, and she is wondering about the best path for growth. Rory shares some thoughts about non-profits in general before laying out some strategies for ac…
 
Transnet declares force majeure over cyberattack on South African port management. The IRGC apparently is Googling a bunch of stuff about gas stations and merchant ships. Kaseya’s denial of paying ransom has legs. Criminal coders like obscure languages. The AvosLocker gang is looking for pentesters, access brokers, and affiliates. The US and China …
 
With the Olympics upon us, Kindra is taking the opportunity to talk to a colleague in the keynote speaking circuit, gold-medal gymnast Carly Patterson Caldwell. They discuss some key decision points in Carly's life leading up to winning gold. Carly reveals how drastically her life changed after the win. They then talk about how her experiences shap…
 
Using Microsoft AutoPilot to easily deploy and re-deploy laptops saves money and time. Did you know you can prepare your laptops for takeoff with AutoPilot? Imagine opening up your new laptop and it already knows what you do and how you do it. If your nonprofit uses Microsoft Office 365, this can happen. Using Microsoft AutoPilot, you can turn hour…
 
Kaseya isn’t saying where it got its REvil decryptor. Transportation services disrupted at two major South African ports by an unspecified cyber incident. Another company is mentioned as an alleged source of abused intercept tools as the controversy over NSO Group’s Pegasus software continues. Johannes Ullrich from SANS on supply chains, developmen…
 
Dr. Fred Gingrich is joined by two AABP members who are parents who are cattle veterinarians and also married to veterinarians. Dr. Amy Bartholomew practices in the northeast out of Cold Hollow Veterinary Services with her husband in Vermont. Dr. Mark Hardesty practices out of Maria Stein Veterinary Clinic in western Ohio. Both of our guests discus…
 
The first time Julien and Kiersten Saunders (@richandregular) explained the Purpose of Income, they were on a campus speaking to a group of students, faculty and staff talking about what it takes to build a “Modern Money Mindset”. One of the steps was to give your income a purpose and the audience was baffled about what that meant. In this week’s e…
 
With Richard Rothstein In this interview for CPA Trendlines, Ed Gattis, founder of Parabellum Systems, talks to Richard Rothstein, founder of Rothstein Consulting, about the global recruiting trends and how that is affecting hiring in the accounting world. Here Gattis talks about his experience in recruiting and recruiting for the accounting commun…
 
With the Tokyo Olympics underway and the Beijing Olympics slated for early next February, this week host, author, and award-winning journalist Dean Rotbart has a timely conversation with four-time Olympian Ruben Gonzalez, who aims to be the only Olympian ever to compete in five Olympics in five different decades. Not only that, but if Ruben, who co…
 
With the recent onslaught of ransomware attacks across healthcare institutions, critical infrastructure, and the public sector, it's clear that ransomware isn’t going anywhere. But given how common ransomware attacks have become, how is it that we've been unable to put a stop to them? Companies often overlook the role that hardware security plays i…
 
Chief Product Officer at Cybint Solutions, Ingrid Toppelberg, shares her journey from consulting to bootcamp coach and cybersecurity education. As a young girl, Ingrid wanted to do everything from being a teacher to the head of the World Bank. After consulting for several years, Ingrid found cybersecurity. What she found fascinating about the cyber…
 
Guest Christopher Budd, Senior Global Threat Communications Manager at Avast, joins Dave to talk about some research his team did when they looked into a Reddit report saying their Avast folder was empty and other reports like it. The team found a new malware they’re calling “Crackonosh” in part because of some possible indications that the malware…
 
The Olympics are underway, and the authorities are on the alert for cyberattacks. Kaseya has a decryptor for the REvil ransomware, but it hasn’t said how it got the key. NSO Group says it’s not responsible for customer misuse of its Pegasus intercept tool. US policy toward Chinese cyber activities shows continuity, with some diplomatic intensificat…
 
Carter Reum is so much more than Paris Hilton's fiancé. He and his brother founded their own liquor company just a few years after college before selling that to fund the launch of M13, their venture capital firm. Bestselling author Paul Morris is a mutual friend of Carter and Tristan and joins the conversation. Carter tells Tristan and Paul about …
 
It’s extortion after all at Saudi Aramco. Controversy and investigation over alleged misuse of NSO Group’s Pegasus intercept tool continues. Warning of Chinese espionage from ANSSI, and China’s denunciation of all this kind of “baseless slander.” Phishing in Milanote. FIN7 resurfaces after the conviction of some key members. Dinah Davis from Arctic…
 
Show Summary In this episode, Andy Cagnetta talks about how to prepare a business for sale. Keeping decent books and records and not reducing mysterious inventory levels to save taxes or hiding cash sales will make a business easy to sell for the value that the seller is looking to get. He also shares the best way to get more money for your busines…
 
The ASB’s proposed quality management standards are open for comments through Aug. 31. But small firms can get a head start on understanding the implications and ensuring ongoing A&A quality. In our latest episode of the Small Firm Philosophy podcast, Dustin Verity, CPA, CGMA Founder & Managing Partner Verity CPAs provides a high-level overview of …
 
If your vendor team or Accounts Payable Help Desk is still taking calls from vendors – I have some information to help you with some 2021 updates because we know there have been some changes since the pandemic. Keep listening. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authenticat…
 
One of the top ten strategies for effective time management for salespeople is this: Nurture helpful relationships. Listen as Dave unpacks this powerful strategy and shows you how to enhance your effectiveness by implementing this concept. The Sales Leader's Excellence & Influence Course: https://www.thesalesresourcecenter.com/kahle-way-sales-manag…
 
Hector Garia, the Founder and Principal Accountant at Quick Bookkeeping, and David Cristello, CEO of Jetpack Workflow sat down to discuss how Hector has found success in teaching DIY training sessions, sharing content to YouTube, charging $350/hour for initial consults, and shifting his mindset about value pricing. You can listen to the full podcas…
 
CISA warns of threats to industrial control systems, profusely illustrated with examples from recent history. Ransomware can be operated either in the course of privateering or as an APT side hustle. Security firms outline new and evolving threats and vulnerabilities. Reaction continues to the Pegasus Project’s reports on intercept tools. Joe Carri…
 
Craig has been doing sales, selling coaching on an employer's behalf, but he would prefer to be doing coaching himself. He also has aspirations as a speaker and an author. Rory asks some questions to help work out a path for Craig and then gives some pointers about how to make that path work. This episode is sponsored by BELAY. Text the word SUCCES…
 
Michelle and Dan are joined again by Yoseph West who helps us discuss some of the struggles Small Businesses have with Accounts Payable Functions and how Relay can help. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are v…
 
This week, Cam and Yonas welcome Jill Crawford to the show! Jill is the Senior Director, Customer Development, Retention and Advocacy at Workhuman. With 17 years experience in marketing across many disciplines and a passion for mentoring and team growth; Jill brings a unique flavor to customer development and advocacy marketing.…
 
I spoke with Michael Ellenhorn, the founder and CEO of Decipher Investigative Intelligence, a firm that develops actionable intelligence to guide law firms in developing successful lateral hiring programs and strategies. We discussed the current market in law firm hiring, how law firms are searching for fully or partially remote positions, best pra…
 
The US says China contracted with criminals to carry out cyberespionage campaigns. Norway says China was behind an attack on its parliamentary email system. China denounces accusations of cyberespionage as slander, and says it’s the real victim, because the CIA is the one stealing IP from China. AWS expels NSO Group from its CloudFront CDM. NSO den…
 
Ben Fairfield is one of the latest members of the SUCCESS team. He is the Managing Director for SUCCESS Coaching (https://www.success.com/coaching/). He has had an interesting route to get here, starting out training as an air traffic controller. Kindra asks him about that and about the value and mechanics of coaching. This episode is sponsored by …
 
Over the past 18 months, Mackey and the 2Words team have been asking students athletes from across the state of Texas about their experience with mental health, racial injustice, COVID frustrations, and the pressures facing teens today. In this THSCA Coaching School Session, Mackey speaks on 5 Things Kids Wish Adults Knew (But Are Too Afraid Say). …
 
Allied governments formally attribute exploitation of Microsoft Exchange Server to China’s Ministry of State Security. A US Federal indictment names four MSS officers in conjunction with another, long-running cyberespionage campaign. The US Department of Commerce adds six Russian organizations to the Entities List. The Pegasus Project outlines alle…
 
Are you ready for an in-person bovine CE event? Join us in Salt Lake City, Utah from October 7-9, 2021 for the 54th AABP Annual Conference. Learn about everything that is happening at the conference in this episode where Dr. Fred Gingrich, AABP Executive Director, is joined by AABP President Dr. Carie Telgen and Vice-President Dr. Pat Gorden who se…
 
When people think about investing, they tend to default to retirement accounts. And those are great, but did you know there were accounts that didn’t penalize you for withdrawing before retirement age? In this episode, Julien and Kiersten Saunders (@richandregular) go over the features and benefits of brokerage accounts and why you should consider …
 
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