Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.
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An original podcast series from the Texas Society of CPAs specially created to share insights and navigation tips for those on the path to a CPA license, as well as those who just want to learn a little bit more about what it means to be a CPA.
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INTHEBLACK Out Loud brings you a curated selection of audio articles from CPA Australia’s award-winning magazine, INTHEBLACK. Stories span a wide range of topics, including business, career development and the economy, and offer key insights into strategic thought leadership and expert analysis. CPA Australia publishes four podcasts: With Interest, INTHEBLACK, INTHEBLACK Out Loud and Excel Tips. To find out more about our podcasts, visit https://www.cpaaustralia.com.au/tools-and-resources/po ...
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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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Welcome to Career Convos with Nikki, where I share my experiences as both a leader and an employee in corporate America. In these episodes, I cover everything from finding a job and landing that promotion to managing employees and navigating the unwritten rules as a black woman and disruptive millennial in the workplace. I also answer career questions from my audience, offering advice and insights to help you find professional clarity and pursue your career goals with confidence. I'll talk a ...
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This is THE podcast that helps women advance toward economic, social and political achievement. This podcast is here to inspire you, so you’ll take the necessary steps to advance your career to the next level. Hosted by Betty Collins, CPA, and Director at Brady Ware and Company. Betty also serves as the Committee Chair for Empowering Women, and Director of the Brady Ware Women Initiative. Each episode is presented by Brady Ware and Company, committed to empowering women to go their distance ...
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Expert guests explain how to Pass the CPA Exam, Explore Accounting careers, or ace your next accounting job interview.
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John Garrett’s research involves talking with professionals who realize that who you are is so much more than what you do. Accountants, consultants, lawyers, engineers, and other professionals everywhere are doing hobbies and passions after they leave the office. We discuss why these outside-of-work interests matter and how they've impacted their career.
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CFO THOUGHT LEADER brings you first hand accounts of CFOs who are driving change within their organizations. Our interviews capture their actions so that you can learn what might work for your organization. In addition to their company history we share the career journey of our spotlighted guest: What do they struggle with? How do they persevere? What makes them successful?
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The podcast for anyone thinking about or currently pursuing the CPA - featuring interviews with AICPA Exams Team staff, NASBA, recent Exam passers, and more. Brought to you by the American Institute of CPAs, the developer of the Uniform CPA Examination®, Next Stop CPA is the official podcast for the CPA Exam. Got a topic idea for us? Email: NextStopCPA@aicpa-cima.com
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This podcast is brought to you by CPA MOMS®. We provide business owners with an affordable solution by working exclusively with talented CPA's willing to exchange high salaries for flexibility. We pride ourselves on being the "eHarmony" of the accounting world, supporting female accountants who want a career as well as a family. If you are a busy female accountant who also happens to be a mom, struggling to have it all - a thriving career and a happy family - then this podcast is the resourc ...
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You'll learn our top strategies to improve your career, confidence, lifestyle from us and other crazy successful seasoned consultants in IT and Management. Engage in the conversation as we discuss everything that brought us longevity and success over the years in the consulting industry.
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"CPA Review & More" is hosted by Phil Yaeger of Yaeger CPA Review. This podcast will discuss the CPA Exam and other topics related to CPAs. Each week we will have a special guest that we will interview about their career in the financial industry.
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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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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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The Backpack CPA brings you the "5 Question Friday" podcast sharing topics and discussions that impact the human behind the professional. We engage with thought leaders and success stories from various fields. Our aim is to inspire, motivate, and provide valuable insights to help you grow both professionally and personally. I invite you to start "growing" with us in your human journey instead of just "going" through it! "5 Question Friday" podcast. www.TheBackpackCPA.com thebackpackcpa.subst ...
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On the show you can expect to hear from everyone: from the intern, to the IT audit director, CAE and audit committee members because all of their opinions are important. We’ll talk about integrating tech into audit, how to get quick wins, the latest SOX guidance and whatever other topics the guests want to talk about and whatever you want to hear about. Be sure to subscribe to the show in whatever you’re listening to it on now and we’ll talk to you soon.
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Technology in the finance sector is rapidly growing, particularly when it comes to how business leaders and entrepreneurs integrate new information system developments into their operations. In this podcast, FloQast CEO Mike Whitmire (inactive CPA) and Producer Drew Carrick, CPA (The Rapping CPA) co-host a bi-monthly discussion, with occasional guests, on timely news and updates that impact the accounting, finance, and technology sectors, through an entrepreneurial and thought leadership len ...
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Welcome to The Smarter Accountant Podcast, a unique podcast for CPAs and accountants who are ready to take their careers, businesses and lives to the next level. This is the podcast where brain science meets accounting, revolutionizing the way you approach your professional and personal growth. We believe that success in accounting goes beyond numbers and spreadsheets—it's about understanding your unique accountant brain and leveraging that knowledge to achieve extraordinary results. Are you ...
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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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Dominate Your Dollar is the financial empowerment podcast designed to change your mindset surrounding money. Join Sammy Ndiyo, CPA every Tuesday as he offers his insight on how to make your money work for you. This podcast tackles real life money issues and gives actionable steps so you can start putting a strangle hold on your finances.
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Upskill on your cannabis business, finance, and compliance skills! If you’re looking for quick, easy, and value-added information about doing business in the cannabis industry, then look no more. Each episode of Cannabis Business Minds will provide you with valuable tips and insight from industry leaders that you can apply to your own business or career. Hosted by CPA and Cannabis Advisor, Simone Cimiluca-Radzins, CPA.
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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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The Owner's Odyssey is a business podcast focused on exploring the unique journeys of real business owners co-hosted by Brook Gratia, Paul McCoy, and Zach Jones.
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This is THE PODCAST for learning about how to dominate your professional accounting or finance career and how to become certified in your field as a CPA, CMA, EA, CIA or CISA. Bryan Kesler walks you through the steps he took to pass the CPA exam while working full time and hosts interviews with people very similar to yourself to learn how they are successful in their careers. Bryan launched his blog theCPAguide.com and CMAguide.com in July of 2012 and has helped thousands of people sign up a ...
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Actuarial Journey with Nemo Ashong
Actuarial Exam and Career Guidance for Aspiring Actuaries | Hosted by Nemo Ashong | Presented by ProSocial Learning | Actuarial Science
Actuarial Journey podcast connects and empowers YOU and other aspiring actuaries to pass each of your exams the first time by sharing insights, lessons learned, and step-by-step tutorials from others who have been in your shoes. Come join us Journeyers as we go beyond the technical aspects of the profession and explore the best ways to maximize your studying, and ultimately achieve success on your actuarial exams and career, so that you have more TIME for the things that are important to you ...
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Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
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Careers in Accounting
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To CPA or NOT to CPA? Public vs Private? What if you could run an experiment? Take twins, with identical DNA, life experiences, education, GPAs, majors, internships, and careers as accountants. Then have twin A go private and have twin B become a CPA and go public. Follow Becky Steiger and Norma Steiger on their separate journeys in the private and public accounting worlds! Together they will compare and contrast their experiences and goals in the accounting profession.
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Shift or Get Off the Pot is designed for busy professionals and entrepreneurs wanting to uplevel their lives without burning out in the process. It’s for those with big dreams and aspirations who could use some sound advice from people who’ve created their ideal life and business. Host Kim Kelley Thompson, a single mother of four, business owner, high performance and business coach leads discussions with successful individuals from all walks of life to support and inspire listeners to tap th ...
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ 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 adv ...
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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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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 Charge Forward Podcast: Dedicated to those who choose to Charge Forward into the Storm when hit with challenges. This is what makes them different and has lead to their success. When in doubt.... Charge Forward!
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Hi and welcome to The Feminine Founder! I’m your host Caroline, a former corporate executive search recruiter turned LinkedIn Expert & someone who has passion for empowering & supporting women with entrepreneurial ventures. On this podcast, you’ll hear from women sharing their stories and unpacking exactly how they did it in their business because we believe that as curious & ambitious women we can ALL learn from one another and to be inspired! Every week you’ll hear from entrepreneurs and w ...
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Fraudish is a podcast to help those working in fraud. Hosted by Kelly Paxton, Certified Fraud Examiner, Private Investigator, and Pink Collar Crime Expert. Kelly is a former special agent turned investigator specializing in embezzlement and workplace dishonesty cases. Fraudish interviews outstanding fraud professionals so you can continue to move forward in your career. Origin stories, tips, resources are just some of the amazing fraud content you will hear each Tuesday.
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The Two Piers Podcast is focused on discussions of diversity, equity and inclusion in the workplace, as well as providing tools and resources for individuals. We tackle the underlying systemic issues, while also giving the support needed in the short term for those facing challenging work environments.
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The podcast for the unfulfilled corporate millennial who's dreaming of working for herself. Get your weekly dose of inspiration and motivation to stop settling in your life & career and go after the crazy dream on your heart. You'll hear insights about discovering your passion, overcoming fear & self-doubt, quitting your job and building an online business - straight from Lindsay, the girl who quit her Big 4 accounting job to become an online coach. You'll leave this podcast feeling clear on ...
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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 ...
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Hosted by a former white-collar federal criminal investigator, this bi-weekly podcast seeks to find the best tools, practices, opportunities, and people to answer your questions about fraud and forensic accounting. Every episode is a conversation with an expert in the fraud or forensic accounting industry who has a story to tell, ideas and wisdom to share, successes to inspire, and failures to confess. Where can you find the right credentials for your career? Where can you find the right tra ...
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You are not alone, building a business is hard. This is a podcast to hear from those who have done it before you so you can become the healthy, wealthy and wise entrepreneur you want to be. My name is Paden Squires, and I started out of college working in finance at a Fortune 500 company and hated it- I was bored out of my mind. So I wanted to change my life. I started studying for the CPA exam, listening to podcasts six hours a day; and I took four exams in eight months. I even started my b ...
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The perspective, skills and relationships you cultivate in Big 4 can fuel just about any career ambition. But, which next step is the best fit for your future? How can you accelerate your professional development and navigate workplace challenges? Get real-world insights and validated tips from a panel of accomplished peers who’ll guide you wherever you want to grow!
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Welcome to 'Dental Decoders', the podcast where we crack the code on the complexities of dental operations and revenue cycle management (RCM). Hosted by Brittany Rogars and Rebecca Herring, this show is a treasure trove for dental professionals seeking to elevate their practice and enhance their expertise. Each episode of 'Dental Decoders' delves deep into the intricacies of the dental industry. From insightful interviews with seasoned experts to solo episodes packed with actionable advice, ...
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Money Making Conversations is a weekly one-hour master class that promotes the success of small businesses and interviews successful celebrities, entrepreneurs, and influencers. It is hosted by brand architect Rushion McDonald, an EMMY and NAACP Image award-winning Executive Television and Film Producer. Money Money Making Conversations airs live every Tuesday in Atlanta, GA, on the HBCU campus of Clark Atlanta University, WCLK 91.9 FM, and is syndicated on their HBCU Radio Network (18 radio ...
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Most busy professionals, especially high-skilled, high-income earning first generation immigrants, tech professionals and doctors alike, are unaware of the ways of the ultra-wealthy in this country to grow, preserve, protect and pass the generational wealth. Think Outside the Stocks is a podcast focused on educating you to generate multiple streams of passive income, break out of wall street barrier, move towards financial freedom and a life of purpose and passion. Every week, your host Madh ...
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Welcome to Ethics that doesn't suck! CPA and comedian Greg Kyte teams up with MBA and comedian Adam Broud to discuss the intricacies of behavioral ethics — sociological nudges that prime people to behave more ethically or less ethically. During their lively conversations, they draw on research from psychology and economics. And they do all of this while getting progressively more and more drunk over the course of each hour-long episode.
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“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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Welcome to Change Your Mindset (formerly known as Improv Is No Joke) where it is all about believing that strong communication skills are the best way in delivering your technical accounting knowledge and growing your business. The way of building stronger communication skills is by embracing the principles of applied improvisation. Your host is Peter Margaritis, CPA a.k.a. The Accidental Accountant, will interview financial professionals and business leaders to find their secret in building ...
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Ep.40: CPA Exam Tips - Start with Output, Not Materials
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Ep.40: CPA Exam Tips - Start with Output, Not Materials http://www.youtube.com/@CPACareerPathsBy Michael Blood, CPA
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Career Progression: The Power of Mentorship, Licensure, and Entrepreneurship
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In this episode, host Jodi Ann Ray, President and CEO of the Texas Society of CPAs, chats with Bertrand Maimo, CPA, MBA, founder and CEO of Mustardbridge LLC. Bertrand discusses his journey providing CFO consulting services and the transformative effect of earning his CPA license on his career. He emphasizes the importance of mentorship, the value …
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After being laid off, She Stayed Positive and Kept her Faith: Her Cookies now sold in 4,100 stores nationwide and Canada.
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Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Shica Little. During COVID, Dr. Shica was laid off and decided to pursue her dream, and she created Vegan Cookies and Cookie Dough Mix. Dr. Shica's Bakery: Nationwide Roll-Out: Our Snack Cookies (Chocolate Chip, Oatmeal Raisin, Lem…
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Art Werner: Tax Planning for Form 1040 | Quick Tax Tip
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Quick Tax Tip With Art Werner CPE Today Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.
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Popular R&B Singer owns largest Upscale Child Care and Learning Center in Texas.
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Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Tanya Nolan. A true Southern girl hailing from Galveston, Texas, who believes in multiple streams of income as an R&B Artist and Entrepreneur. Her distinctive journey began as a percussionist in middle school, evolving into the first …
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On our latest episode of Intelligent Money Minute, we had the pleasure of interviewing Chace Campbell, an experienced attorney with over 20 years of legal expertise. During the conversation, […] The post What Are Powers of Attorney? appeared first on Intelligent Investing.By Hans Blake, CFA, CPA
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#63 - Before You Leave The Accounting Profession, Hear Me Out
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The past few years have thrown more at us than we could have ever imagined. We've faced a global pandemic, tried to keep ourselves and our families safe, and dealt with countless changes in our daily lives. And if you're an accountant, you know that the demands on our profession have skyrocketed. Clients are more anxious than ever, and the pressure…
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Money Planning with Financial Doctor and Income Guru Dr. George C. Fraser
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Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Dr. George C. Fraser. He is back and bringing another bottle of medication for your financial ills in the form of the “7 Main Streams of Income. "It's not how you start, it's how you finish, that God has great plans for each of us, we m…
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Caleb Jenkins: Firm Growth Requires Owners to Shift Roles
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Leave the stone age behind. Join the new paradigm. The Disruptors With Liz Farr When Caleb Jenkins was eight, he started selling cookies to his dad’s firm during tax season. His dad told him, “For me to pay you, I need you to create an invoice for me.” So Jenkins set up his own QuickBooks file and has been playing with QuickBooks ever since, and ev…
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Steve Yoss, Quick Tech Talk: Connect, Transform, and Analyze Data Like a Pro with Power Query Basic
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Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…
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87: {Solo} The Powerhouse Women Experience Unpacked
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Curious about attending a networking event with other female entrepreneurs? This episode is for YOU! I am still on cloud nine after experiencing this EPIC event and am here to encourage you to get in the room. Even if traveling across the country is not in the cards for you right now, there are rooms closer to you that you still need to be in. Gett…
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The Four Rules to Break for Financial Freedom - with Brandon Clark, CPA
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In this episode of the Two Piers Podcast, host Erica D'Eramo is joined by Brandon Clark, a seasoned financial planner and former public accountant, to explore the intricate relationship between financial planning and mindset. With a background that spans roles at both a Big Four firm and small businesses, Brandon shares his journey from the world o…
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Navigating Veterans' Benefits, Grit & the Dark Legacy of Agent Orange with James Cripps
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🎙 James Cripps joins us today on the Charge Forward Podcast and shares his tips, tricks and insights on how to prove even the un-provable / AKA "Classified" when dealing with the Department of Veterans Affairs. *Spoiler Alert! It takes GRIT. Imagine.... What if the air you breathed held the key to a battle that would define your life? In this power…
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E383: It's Not How You Start: Former Waffle House cook owns popular live R& B and Jazz music, dining supper clubs, called Perfect Note.
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Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Tremayne Thompson. TK is a husband and wife duo, Tremayne and Karen. Born in Chicago and raised in Gary, IN. Taught there is no excuses only the ones we give ourselves. Grandparents who did not have a high school education but made a …
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The Right Kind of Lazy: Innovative Approaches to Streamlining Workflows | Accounting ARC
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ARC hosts discuss redefining efficiency in the accounting profession and when it pays to 'slack off.' Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP and CGMA discuss an unconventional yet powerful concept: the r…
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Embracing Ambiguity: The Art of Adaptable Leadership
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If you have any interaction with people then today’s episode is for you!! We’re talking about the art of leadership and communication. This is an insightful conversation on purpose, values, initiative, and cultivating the leader within. You’ll hear tips on how to tackle objections and embrace ambiguity as a leader. We also talk about the power of h…
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633: Dave Hartley is a CPA & Music Lover [podcast]
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Dave Hartley, a partner with Anders CPAs and Advisors and host of the But Who's Counting? podcast, shares his insights on the importance of authenticity and individuality in professional settings. Dave highlights how firm leaders play a crucial role in fostering genuine connections, especially in remote work environments. He recounts his love for m…
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How did our guest’s personal experience of dealing with infertility, giving birth, and a cancer diagnosis shape her perspective on the importance of storytelling and advocacy for young women? We begin a profound and emotional two-part series featuring Bess Hagans, a remarkable woman who has navigated the harrowing journey of breast cancer while bal…
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Creating a Smarter CPA Practice with Chase Birky
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In this episode we sit down with the remarkable Chase Birky to dive into his inspiring career journey. Chase shares his story from the early days of his career to the pivotal moment when he decided to establish Dark Horse CPAs, a firm that stands out with its unique and innovative business model. We explore how Dark Horse CPAs differentiates itself…
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Leadership and Innovation in the Profession
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Jeremy Clopton and Heath Alloway of Upstream Academy and The Upstream Leader Podcast join host John Randolph to discuss innovation and sustainable careers in public accounting on Episode 46, part one of a special two part episode. As influential thought leaders with more than a quarter of a century of accounting experience between them, Jeremy and …
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1,025: Cost Management to Strategic Investment | Chikako Tyler, CFO, California Bank & Trust
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In her role as CFO of California Bank & Trust, Chikako Tyler faced the collapse of Silicon Valley Bank—the second financial crisis of her career. Unlike the first crisis, the Great Recession, which forced her to leave a rewarding career in commercial real estate, this time, Tyler was prepared to take charge. In 2009, as the economic downturn decima…
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Ep 205: Reducing SOX Hours w/ Yasemin Agatan
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This week’s episode, we're joined by Yasemin Agatan, Vice President and Chief Audit Executive at Clarivate. In this episode, Yasemin shares her unique journey and insights as a top executive in one of the world’s most data-driven companies. She also discusses how she successfully shifted her department's focus from predominantly SOX work to a balan…
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Debit Cards vs Credit Cards: How to improve your buying power!
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Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Dr. George C. Fraser. Dr. George C. Fraser is the Chairman and CEO of FraserNet, Inc., a company he founded over 35 years ago. He is a renowned networking guru, business leader, author, and entrepreneur who is regarded as one of the for…
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The Hidden Costs of Fraud Investigations with Tod McDonald, Fraud Entrepreneur
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This week on Fraudish, Kelly speaks with of Validate Forensic Accounting Software. Todd shares his journey from CPA to entrepreneur, driven by a need to streamline financial investigations. They discuss Validate's approach to automating the extraction and reconciliation of financial data using machine learning, which aids forensic accountants, lega…
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In this week's episode, Paul and Mo are joined by Tim Petrey, the CEO of HD Growth Partners. They have a discussion around the challenges and opportunities in the past, the current, and the future accounting firm.
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86: {Interview} Hiring and Scaling: Tips for Entrepreneurs with Kasey D'Amato
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Attention Business Owners: Are you in growth mode? If so, this episode is for YOU. Whether you are under $500K in revenue or scaling over $2M Kasey offers great advice on exactly where you should be focusing your time. Kasey D'Amato shares her career journey, from starting in sales to becoming an executive business advisor and life coach. She discu…
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Baby Steps to Big Success: Moving Past Mental Roadblocks
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This episode will help you get out of your head and into action. We’re diving into a crucial topic for anyone feeling stuck on the brink of their big dreams. Ever felt like your vision isn't clear enough, or that you don't truly believe in its potential? In this episode, I'll explore how these mental roadblocks can create a loop that keeps you spin…
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Improve Your Revenue Cycle Management with These 3 Tips with Chase Butenhoff
21:23
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In this episode of Dental Decoder's podcast, I sit down with Chase Butenhoff, an expert in dental revenue cycle management with over five years of experience. Chase shares valuable insights and practical tips for dental practices to improve their revenue cycles, including regularly running AR reports, establishing an AR timeline, and ensuring prope…
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What every financial advisor needs to be delegating with Lisa Seal
26:29
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In this episode Steven is joined by Lisa Seal, Chief Revenue Officer at Belay. Steven and Lisa share their experiences using virtual assistance to elevate what they do in business and in life. Lisa shares the background of Belay, their origin story and what they have grown to today by helping tens of thousands of leaders be at their best by applyin…
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34: What’s Your Story? Attracting Your Dream Business from Your Unique Story
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Today, we have on the rebellious storyteller, Jaycie Cormac from the Cartwheels and Banana Peels podcast. Jaycie is a vivacious storytelling coach, helping entrepreneurs attract their dream clients through compelling narratives and helping them show up as their authentic selves. In this episode, we cover the power of storytelling in building strong…
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1,024: From Overdrive to Insight: Lessons Learned in the Pursuit of Success | Tom Bock, CFO, SmartFinancial
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In 2005, fresh into his first banking job at Citigroup, Tom Bock found himself working 63 hours straight to prepare for a critical pitch. Fueled by a desire to prove his worth, he pushed his limits, refusing to rest until the task was completed. However, this grueling experience came at a cost—his nose began bleeding, a stark sign of physical exhau…
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#305 - Morning Routines That Set You Up for Success
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As a working mom, mornings can often be the bane of our existence, especially when we have young ones. From getting the kids ready for school to preparing for a day full of accounting work, the morning hours can sometimes seem more like a chaotic race than a peaceful start to the day. We've all been there—rushing through breakfast, hunting for miss…
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Ep 56. Why I Skipped Accounting Internships
26:04
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By Nikki Winston, CPA
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Join Blake Oliver, CPA, and Scott Hodge, President Emeritus and Senior Policy Advisor at the Tax Foundation, for an engaging and insightful webinar that delves into the complexities of tax policy as discussed in Scott's new book, "Taxocracy." Discover how tax policies impact everyday expenses like housing, healthcare, and education, and learn surpr…
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How to Stop Spinning and Create the Momentum to Reach Your Goals
18:24
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Do you ever feel like you're constantly drowning in tasks but not making real progress? Well, today’s episode is for you. I'll be sharing a powerful process to fast-track your success and help you achieve your goals. Whether you're an entrepreneur, a commissioned salesperson, or just someone striving for personal growth, this episode will offer ins…
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Art Werner, Quick Tax Tip: Qualified Plans - IRAs
1:42
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Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Get more Art Werner at cpatrendlines.com here: https://cpatrendlines.com/author/art-werner/ Werner’s lecture topics and specialties include business, tax, financial, and estate planning for high-net-worth individuals. …
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Financial Tips: Former Wall Street Banker Tells All about buying stocks and building generational wealth.
19:48
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Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Ashley M. Fox. “Breaking News! Former Wall Street Banker, Ashley M. Fox, Tells All!” Ever wanted to learn how Wall Street operates? How the rich cultivate generational wealth for their descendants’ descendants? Why Ashley M. Fox left he…
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Steve Yoss, Quick Tech Talks: Advanced Data Visualization Techniques in Excel
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Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…
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So be honest - have you ever double-checked your work, then triple-checked it, just to make sure there are no mistakes? Or maybe you’ve stayed late at the office, not because you were behind, but because you wanted everything to be perfect? If this sounds familiar, you might be dealing with perfectionism. I’ll admit that as a Professional Certified…
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Accountants Take on Sports Streaming Wars #hotassets
1:08:21
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Accountants Take on Sports Streaming Wars #hotassets - Fintech Flo: Episode 32 (7/30/24) The NBA just signed with Amazon - are you ordering your favorite sports team on Prime? We are delving into the Sports world to give you the inside scoop on the hottest trend in BigTech, or as Accountants like to call it - TMT - Tech, Media, and Telecom. What do…
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Mastering Tax Strategies and Seizing Opportunities with CPA Valerie Kemp
1:03:20
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Episode 2: Mastering Tax Strategies and Seizing Opportunities with CPA Valerie Kemp 🎙 Valerie Kemp joins us today on the Charge Forward Podcast and shares her tips, tricks and insights on how to optimize your tax strategy. *Spoiler Alert! Tax Planning Meetings are Critical to minimizing your tax liabilities. Valerie shares her tried and true method…
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Marathon Mindset: Overcoming Self-Doubt and Reaching New Heights
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Hello! In today's episode, we're diving into the power of motivation and the incredible feats we can achieve when we have a strong enough reason to push ourselves beyond our perceived limits. I share an inspiring story about the Chicago Marathon and the powerful lesson it taught me about my mind. When we have a purpose that we're deeply connected t…
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Accountants in Pop Culture: Myths, Realities, and Stereotypes - Accounting ARC
24:53
24:53
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From "The Office" to "Parks and Recreation," listen in on how TV and movies shape our view of accountants. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Accountants are often depicted in popular culture in ways that range from humorous to downright exaggerated. In a recent episode of ARC, hos…
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How to Navigate International Tax with Mariya Luqmani
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In this exciting episode, we dive deep into the world of international tax with our distinguished guest, Mariya Luqmani. She is an international tax expert whose incredible journey from India to the US has equipped her with unique insights and expertise. Mariya provides invaluable advice on staying compliant with international tax regulations, whic…
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161 ⎸ The Alyssa + Serena Show Part 2
1:06:24
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Send us a Text Message. This interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Alyssa Lang (Workflow Queen)! We talk about managing clients, offering advisory services, and the importance of SOPs in a bookkeeping firm. From practical business advice to lighthearted banter, you’ll wanna tune in to elevate your bookkeeping g…
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1,023: How Finance Propelled a Tech Enthusiast into the C-suite | Doug Potvin, CFO, Trinity Logistics
1:06:25
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Doug Potvin’s journey to becoming the CFO of Trinity Logistics reveals the power of adaptability and continuous learning. Initially captivated by technology in high school, Doug pursued a degree in computer science, only to discover a passion for finance during a college course. This pivot led him to the National Marine Fishery Service (NMFS), wher…
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160 ⎸ The Alyssa + Serena Show Part 1
1:05:38
1:05:38
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Send us a Text Message. In this interview episode, I’m chatting with my biz bestie, Alyssa Lang (Workflow Queen)! Introducing…The Alyssa + Serena Show: Part 1. We reflect on personal & professional experiences, offering valuable insights and strategies for navigating the world of bookkeeping and entrepreneurship. In this episode you’ll hear: Serena…
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