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 our exciting new podcast series! As part of our ongoing commitment to providing valuable educational content and opportunities, we're thrilled to launch an engaging podcast series tailored for our speakers and audience alike.
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US CPA Firm
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The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 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. Hall CPA, PLLC is a CPA firm that exclusively ...
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Stepping into the role of business owner is one of the most challenging endeavors you'll undertake. Buying that business from someone you already know amplifies the risk of mistakes. On The Art of Succession Podcast, you'll hear from entrepreneurs who've successfully transitioned from employee to owner by acquiring businesses from parents, former bosses, or co-founders. Together, we'll explore how they navigated the complex blend of emotions and strategic decisions required to honor the past ...
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The AICPA and CIMA's Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section, shares big ideas designed to help CPAs better run accounting firms, especially smaller ones. You'll hear from firm leaders and subject-matter experts on key issues and considerations for small firms in today's rapidly changing environment.
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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The Unique CPA is the show where we’re going beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading edge management techniques and styles. We’re keeping you at the forefront of the changing face of public accounting with fascinating leaders, bringing you their stories and advice inside the accounting industry.
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Join CPA & Entrepreneurial Accountant Salim Omar as he guides the audience through the principles of his "Genius Model", which shows CPA firm owners and accountant & tax practitioners how to make their practice successful.
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CPA Tech Talk is dedicated to helping CPA firm owners strengthen your cybersecurity and improve client service through implementing best-in-class technology solutions. We also provide actionable strategies for CPA firms looking to add cybersecurity and IT advisory services to help your clients mitigate one of the top business risks they face.
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Alan is managing partner at Greenstein, Rogoff, Olsen & Co., LLP, (GROCO) and is a respected leader in his field. He is also the radio show host to American Dreams. Alan's CPA firm resides in the San Francisco Bay Area and serves some of the most influential Venture Capitalist in the world. GROCO's core competency is advising High Net Worth individual clients in tax and financial strategies. Alan is a current member of the Stanford Institute for Economic Policy Research (S.I.E.P.R.) SIEPR’s ...
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Meet Cindy McGhee, Child of God - Wife - Mom & CPA - in that order. She’s on a mission to propel more women business owners into the millionaires club at UpgradeU. She shares lessons learned on her 20 year journey from side-hustle pro to 7-figure CEO of her own CPA firm. This podcast will accelerate your entrepreneurial journey in pursuit of your own millionaire’s success story.
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The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.
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Unlock the full potential of your CPA firm with Taxaroo, the premier management software designed specifically for accounting professionals. Say goodbye to tedious paperwork, data entry errors, and time-consuming processes. Taxaroo streamlines every aspect of your practice, from client management to tax preparation, so you can focus on what truly matters – delivering exceptional service and maximizing profits. With Taxaroo, you can effortlessly manage client information, track billing, and m ...
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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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If you want to build an accounting or bookkeeping firm that gives you joy, you need to stop, and focus. Learn strategies and best practices for practice management and earn FREE CPE while you're at it!
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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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CAS Minute, hosted by Roman Villard, CPA, delivers quick and impactful insights for growing and optimizing your Client Advisory Services practice. In each episode, we dive into practical strategies, proven methodologies, and innovative approaches across CAS Sales, Operations, Culture, Foundations, and Marketing. Tune in for concise, actionable advice designed to help you tackle the most pressing challenges in your CAS practice, all in less than 5 minutes.
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Do you owe back taxes to the IRS or your state government or have unfiled tax returns? Then this is the podcast for you! Every Monday, Wednesday, and Friday, Logan Allec, CPA — owner of A+ BBB-accredited tax resolution firm Choice Tax Relief — explains exactly how to get tax relief for your back tax debt. Would you like a FREE tax relief consultation with Logan's company, Choice Tax Relief? Schedule your consultation now by calling 866-8000-TAX!
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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.
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A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Clie ...
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Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.
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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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We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don’t forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
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"Oh My Fraud" is an irreverent podcast from CPA/comedian Greg Kyte and blogger/former CPA Caleb Newquist. The two come together to unpack their favorite frauds and explore the circumstances, psychology, and interpersonal dynamics involved. They also fully indulge in victim-blaming the defrauded widows, orphans, infirm and feeble-minded—because who can resist? If you fancy yourself a trusted advisor—or prefer your true crime with spreadsheets instead of corpses—listen to this show to learn wh ...
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This timely podcast from the New Jersey Society of CPAs covers the latest issues impacting CPAs and accounting professionals in New Jersey. Topics range from legislative initiatives to accounting and auditing updates to economic issues and more.
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Brains Byte Back interviews startups, entrepreneurs, and industry leaders that tap into how our brains work. We explore how knowledge & technology intersect to build a better, more sustainable future for humanity. If you're interested in ideas that push the needle, and future-proofing yourself for the new information age, join us every Friday. Brains Byte Back guests include founders, CEOs, and other influential individuals making a big difference in society, with past guest speakers such as ...
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Welcome to Payroll Profits, the podcast dedicated to helping entrepreneurs transform their payroll service offering. Hosted by Tyler Winn CPA, a seasoned accountant and payroll entrepreneur, this podcast is tailored specifically for accountants who are ready to make payroll a thriving part of their practice. Join Tyler as he delves into actionable strategies, best practices, and expert insights designed to empower entrepreneurs to streamline their payroll offerings and maximize profitability ...
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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DeJoy, Knauf & Blood, LLP is a CPA & Business Advisory firm providing information on today's accounting and business hot topics in short doses for the busy working professional.
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Join your host, Laurence Whittam, on a groundbreaking podcast journey tailored for the modern accounting professional. ”Business Beyond Borders” delves deep into the world of accounting, offering a fresh perspective that transcends traditional boundaries. Each episode is a treasure trove of knowledge, focusing on trends, strategies, and the transformative power of staffing, outsourcing, and offshoring. Why This Podcast? - Explore Beyond Borders: Uncover the potential of global staffing solut ...
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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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Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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Grant Thornton is the brand for two professional services entities: Grant Thornton LLP, a licensed, certified public accounting firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With revenues of $2.4 billion for the fiscal year that ended July 31, 2023, and almost 50 offices nationwide, Grant Thornton represents a community of almost 10,000 problem ...
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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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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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Future Focused: Sophisticated Estate Planning
Wiggin and Dana LLP's Erin Nicholls and Michael Clear
Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
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In-depth, honest accounting software and technology reviews capturing the real-life experiences of using particular products and solutions - presented by CPA Practice Advisor and technology experts Randy Johnston and Brian Tankersley, CPA.
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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
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Welcome to AEC Unscripted: M&A Edition, the podcast delivering unfiltered, authentic insights from AEC industry leaders on the front lines of mergers and acquisitions. Hosted by Jeff Adams, CPA, CM&AA, each episode features candid one-on-one interviews with CEOs and influencers, sharing their real stories, successes, and obstacles in the world of M&A. If you’re an AEC firm leader ready to shape your future through strategic growth, join us for inspiration and practical advice to take your fi ...
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A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Rot ...
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Now is the time of the Pioneering Practice! Best selling author and marketing expert Amanda C. Watts shares her book 'The Pioneering Practice' as an audiobook. Described as 'The number 1 authority in marketing for accounting firms in the world' Amanda's insights will transform the way you market your accounting practice. LEARN HOW TO MOVE WITH THE TIMES AND NOT GET LEFT BEHIND. There is becoming a strong divide in the accounting industry. There are accounting practices that are pioneering th ...
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Accounting firm leaders are justifiably concerned about recruiting and retaining the talent needed for their firms to survive, and ideally, thrive. MOVE Like This features conversations, lessons and ideas Accounting MOVE Project firms have used to successfully find, retain, develop and advance women and diverse talent to drive competitive advantage and stand out from the crowd.
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I'm Jayden Doye and I'm delighted that you've joined me for the Law & Quarter Podcast. I'm known as the Traveling CPA, and I've dedicated my professional life to helping law firm owners reach new heights and catch more flights. I believe that you don't have to be tied to a desk seven days a week to have a profitable firm. That's why I'm here bringing ideas and information that can help you create a first-class firm that pays you the salary you deserve and provides you with the lifestyle you ...
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The Modern Accountant is a podcast for accounting professionals. We discuss the intersection between technology and the accounting industry, covering topics like cloud accounting, automation, cybersecurity, and data privacy. Learn about the latest trends, strategies, and tools to help your firm thrive in today's digital landscape. Tune in to stay ahead in the ever-evolving world of technology.
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267: AI Risks and Opportunities for CPA Firms
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How can CPA firms maximize the use of generative artificial intelligence (AI) while mitigating its risks? CNA Insurance’s Sarah Ference discusses concerns about data privacy, bias and the reliability of generative AI’s content as well as steps firms can take to ensure that these tools are used in a responsible and beneficial manner. Resources: AI/A…
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Joey Havens: The Role Culture Plays in Firm Growth | Gear Up for Growth
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Gear Up for Growth With Jean Caragher Capstone Marketing “It's probably impossible to have exponential growth without a strong culture,” says Joey Havens, author of the Amazon bestseller, "Leading with Significance: How to Create a Magnetic People-First Culture," appearing on Gear Up for Growth, hosted by Jean Caragher, president, Capstone Marketin…
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Figuring Out: Boosting IT Efficiency in CPA Firms | Podcast #EP10
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myCPE Email : html,body {margin:0 !important;padding:0 !important;height:100% !important;width:100% !important;}* {-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%}table,td {mso-table-lspace:0 !important;mso-table-rspace:0 !important}table {border-spacing:0 !important;border-collapse:collapse !important;margin:0 auto !important}img {-ms-inte…
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Thinking of starting an accounting firm from scratch? Kelly Rohrs CPA reveals key strategies
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Send us a text Ever wondered what it takes to build an accounting firm from the ground up? In this episode, Roman Villard, CPA, with Kelly Rohrs, CPA, did just that—and built a thriving practice in the process. Kelly shares the real, unfiltered story of her journey, including the challenges she faced, the lessons she learned, and the strategies she…
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Building a Profitable CPA Firm to Support A Healthy Lifestyle with Josie Parr
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How do you strike out on your own as a solo or small firm CPA? Learn from Josie Parr’s experience doing just that. Hear how her work as a tax strategist for entrepreneurs led to the development of the Profitable Lifestyle Summit [https://summit.profitablelifestylefirm.com/], a free virtual summit to empower entrepreneurs in the accounting world to …
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QuickFee and the Empowerment of Accounting Firms
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Randy Crabtree is joined by Rafael Casas, Director of Strategic Alliances and Partnerships at QuickFee, on Episode 173 of The Unique CPA. Rafael opens by explaining QuickFee’s mission to aid accounting and legal firms in accelerating AR while leading the way in the profession on thought leadership around mental health, AI and automation, technology…
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37 - Building Scalable CPA Firms Through Tax Planning, Offshore Teams, and Client Retention with Dan Nicholson
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Join Laurence Whittam as he talks with Dan Nicholson of Nth Degree CPAs on Business Beyond Borders. Tune in to learn how to transform your practice and stay ahead in the evolving accounting landscape. In this episode, you will be able to: Learn how to build a tax-planning-centric CPA firm that stands out from the competition. Discover the keys to d…
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Ep 398: Building A $2.5B AUM Advisory Enterprise Under The Umbrella Of A National CPA Firm With Eric Wulff
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Eric Wulff is the CEO of Marcum Wealth, an RIA based out of Cleveland that oversees $2.5 billion in assets under management for approximately 2,700 households. Eric has uniquely developed Marcum Wealth into a multi-billion-dollar firm under the umbrella of a national accounting firm, largely by fostering mutually beneficial relationships with inter…
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In-Person Conferences Still Crucial for Accounting Professionals | ARC
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Despite the rise of virtual events, live conferences remain essential for career growth and relationship-building in the accounting industry. Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation Join Donny Shimamoto, Liz Mason, and Byron Patrick as they dive into the importance of attending in-person…
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Episode 95 - Outsourcing and Offshoring Strategies - The Woodard Report Podcast
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On this show, Heather Satterley and Joe Woodard discuss the intricacies of outsourcing and offshoring strategies, focusing on how businesses can leverage these approaches during a staffing crisis. Here are the key points discussed in the episode: Outsourcing and Offshoring: Joe and Heather went through the details of different models depending on c…
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29 CAS Marketing: Designing a Social Media Content Calendar (1 of 2)
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On today’s episode of CAS Minute, we kick off part one of our discussion on designing a social media content calendar for your CAS firm. We dive into defining your social media goals, identifying your target audience, and mapping out the essential content categories that resonate with your followers. You'll learn how to build a consistent posting s…
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For Whom the Fraud Tolls | Bell, California
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Caleb and Greg discuss the case of a small California city tainted by big corruption. Sponsors SafeSend - https://ohmyfraud.promo/safesend The Small Business Research Institute - https://ohmyfraud.promo/ceanow interVal - https://ohmyfraud.promo/interval (00:00) - Introduction to Bell, California (01:38) - Discussing Salaries in the Accounting Profe…
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Culture, Content and Compensation: Driving Success
22:42
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Veteran accounting journalist and consultant Seth Feinberg rejoins John Randolph for part two of their conversation on Episode 49 of CPA Life. They pick back up on the closing theme of the first episode, that accounting’s image problem is largely self-made, and changes need to be made to solve the pipeline issues and other pressing matters within t…
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Empowering Futures: How to Launch Your Own Firm with Ronald Withaegar
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Today, we dive into the incredible journey of Ronald Withaeger. Join us as we chat about his fascinating experience as he went from working for a firm to managing and growing a full-fledged tax practice. We'll explore the challenges and strategies he employed in client retention and how purchasing a small practice became a game changer for him. Ron…
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166 ⎸ SEO for Bookkeepers with Jules White
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Send us a text Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: amb…
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Secrets for Modern Accounting Firms from “Mr. Productivity” Mark Struczewski
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In this insightful episode of “Building the Premier Accounting Firm,” Roger Knecht sits down with productivity coach Mark Struczewski to delve into effective strategies for boosting productivity in bookkeeping, accounting, and tax services. Mark shares his personal journey from being fired in 2005 to becoming a leading productivity expert, emphasiz…
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40 - Building a Future-Ready Firm: Tech, Talent, and Advisory Insights with Caleb Jenkins
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In this episode of Business Beyond Borders, Laurence Whittam is joined by Caleb Jenkins, a 40 under 40 honoree and ProAdvisor of the Year, to discuss key strategies firms can use to succeed in today's challenging market. In this episode, you will be able to: Learn how Caleb’s firm transitioned from traditional to value-based pricing. Discover the b…
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Detecting Cancer And Heart Attack Conditions Before Any Symptoms -Steve Marler
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In this episode we sit down with Steve Marler, the visionary behind Advanced Longevity. They discuss the revolutionary approach to early detection and preventative healthcare that Steve has pioneered, inspired by personal tragedy. Learn how Advanced Longevity is changing lives with cutting-edge scanning technology, providing early detection of seri…
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Ep 402: Accelerating Early Advisor Growth With A (Federal Employee) Specialization That Evolves Over Time with John Mason
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John Mason is the President of Mason & Associates, an RIA based out of Virginia that oversees $370 million in assets under management for approximately 390 client households. What's unique about John, though, is how joining a firm that served the niche of Federal government employees allowed him to quickly accelerate his own learning curve and demo…
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How to Get Into the Stock Market: Dollar Cost Average or Go All In? - 494
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TJ in Louisiana has been sitting on the sidelines, but now it’s time to get into the market. Should he dollar cost average, or just go all in? Margaret in California has an idea of selling a stock at a loss and buying a put option on that stock that expires after the 30-day waiting period. Does this work as a tax loss harvesting strategy? When is i…
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290. How to use Equity Losses to Offset Real Estate Capital Gains with Nathan Cook
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In this episode, Thomas is joined by financial advisor Nathan Cook to discuss a powerful strategy for real estate investors: using equity losses from the stock market to offset real estate capital gains through a process called active indexing.They cover key topics such as:- The fundamentals of tax loss harvesting and how it benefits real estate in…
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Alan Whitman: Stop Accepting the Status Quo | The Disruptors
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The firms that shift from billable hours to value outcomes will win. The Disruptors With Liz Farr Alan Whitman wants to break the mold of public accounting. He wants to put an end to the billable hour and the siloed practices that characterize the way many firms have operated for decades. As Whitman says, “we’re here to serve clients, we’re here to…
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Bonus Episode: The Art of Enrollment vs Sales with Molly Murphy
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In this enlightening episode, host Michelle Weinstein and guest Molly Murphy dive deep into the art of connecting with clients in the accounting industry. They explore why traditional sales techniques often fall flat for accountants and introduce the concept of enrollment as a more effective approach. Michelle and Molly share insights on overcoming…
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Lauren Bahr, VP of Finance at Occupier and podcast host, joins Randy to “bring the fun to finance” on Episode 176 of The Unique CPA. Lauren pursued her passion for startups, a sector she was exposed to during her time at PwC, ultimately leaving public accounting and further turning her energy towards educating others through her podcasts. Touching …
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In this week's episode, Paul and Mo are joined by Brady Lievens, Chief Revenue Officer with Protection Plus. They discuss notices and audits and how Protection Plus partners with, and offers Tax and Accounting firms defense services.
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51 - How to Find An Amazing Tax Advisor and Save $100k Plus in Taxes Per Year | Sponsored by TaxPlanIQ
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Joining us today on The Concierge CPA Podcast is someone truly special, Shauna A. Wekherlien, famously known as ‘The Tax Goddess’. Shauna is a top 1% tax strategist in the United States and the founder of Tax Goddess Business Services, PC, established in 2004. With 24 years of experience, she has saved her clients over $1.47 billion in taxes using …
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Speaker Series: Divorce-Proofing Your Dynasty with Trusts
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Navigating estate planning amidst divorce can be complex. On the third episode of our speaker series, Partner Matt Smith emphasizes the need for adaptable and forward-thinking strategies to protect assets across varying state laws. Highlighting cases where outdated estate plans clash with the modern realities of marriage, divorce, and inheritance, …
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Ep. 5: Scaling Up: M&A for AEC Small Businesses
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49:15
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Discover how M&A can help you scale your AEC firm and compete with industry giants in this episode of AEC Unscripted: M&A Edition. Your host, Jeff Adams, Director of Mergers & Acquisitions at Stambaugh Ness sits down with Mike Ramos, President of Raymond to explore the power of M&A for small businesses. Mike shares invaluable insights, revealing ho…
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28 CAS Sales: Create a Streamlined Sales Pipeline
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On today's episode of CAS Minute, we discuss the power of creating a streamlined sales pipeline for your CAS practice. We cover the key stages of an effective pipeline, from lead generation to post-sale follow-up, and provide strategies to optimize each stage. You'll learn how to use CRM tools to manage the pipeline, track important sales metrics, …
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Bethany Silvis: Success begins with Trust | Capstone Conversations
19:09
19:09
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Capstone Conversations With Jean Caragher What fun it is speaking with Bethany Silvis, marketing supervisor for Kerkering, Barberio & Co., who was named the Association for Accounting Marketing Rookie of the Year. Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean…
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Join us this Wednesday for a new episode where Roger discusses productivity with Mark Struczewski.By Roger Knecht - Universal Accounting Center
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224 Guide to Ground your Growth with Gratitude (feat. Tim Petrey, CPA)
36:00
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36:00
Episode 224 Botkeeper Presents AI UNCHAINED On October 8-10 2024, in Santa Rosa California LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799) https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc FACULTY: Tim Petrey, CPA CLASS: #TheGuide In this episode of the podcast, Scot…
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Rewind : Getting to The Heart Of The Matter w/ Seth David
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Join us as we revisit this conversation from 2020! Looking back Seth will say it was his father’s fault, really. Listen as Seth expounds on his start within the accounting profession which has been an amazing career. Then hear Seth and Roger discuss how to run your business “more efficiently, effectively and greater accuracy”. There is a passion th…
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Successfully Selling Your CAS Practice: Lessons from Industry Experts
1:00:47
1:00:47
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Join Blake Oliver for a conversation with Lynnette Oss Connell and Craig Connell as they share their real-life journey of selling their Client Accounting Services (CAS) firm to a larger regional CPA firm. This webinar will explore the complexities and challenges of transitioning a boutique practice into a larger organization. Gain valuable insights…
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SFP 96 Boosting firm capabilities with offshoring
1:01:50
1:01:50
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Are you facing a talent shortage? Offshoring may be the answer. Our guest Laurence Whittam of Impact Global Solutions discusses tapping into global talent pools to boost your firm’s capabilities. From selecting the right offshoring model to building successful remote teams, Laurence shares practical advice for small firms. Discover various offshori…
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27 CAS Culture: Creating Team Feedback Loops
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On today's episode of CAS Minute, we discuss the importance of building a robust feedback loop between leadership and staff. We explore how effective feedback loops enhance communication, foster trust, and drive continuous improvement within CAS practices. You'll learn key strategies for establishing open dialogue, implementing regular feedback cha…
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"A Lowercase 'C' Cost Me £550K”: CEO Shares Lessons Learned from a Private Equity Earn-Out
18:24
18:24
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In this episode of Brains Byte Back, we sit down with Sam Oliver, CEO of OpenFI, a conversational AI tool designed for businesses looking to elevate their customer interactions. The London-based author and serial tech entrepreneur joins the podcast to share a cautionary tale about a private equity earn-out deal that took a sharp, expensive turn dur…
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The Future Of ESG And Impact Investing With Michael Meehan
26:36
26:36
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In this episode of American Dreams, Alan Olsen interviews Michael Meehan, a seasoned expert in climate finance and ESG. Michael shares his journey from Silicon Valley to leading global initiatives in sustainability, including his time as CEO of the Global Reporting Initiative. They discuss the evolution of impact investing, the challenges and succe…
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Ethos, AI, and Internet Governance with Fadi Chehadé
27:31
27:31
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This week on American Dreams, we sit down with Fadi Chehadé as he shares his journey from starting as a church custodian in LA to becoming a global leader in internet governance and digital transformation. Fadi's story is not just about seizing opportunities in the fast-paced world of technology; it’s about the power of ethical leadership and the i…
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How to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFP
19:41
19:41
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On this episode of Growing Your Firm, host David Cristello interviews Michelle Neiswender, CFP the founder and CEO of FIRE Wealth Management. Michelle shares insights from her experience in the wealth management industry, offering valuable lessons applicable across different sectors. As a fee-only certified financial planner, Michelle specializes i…
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Art Werner: Post-Mortem Estate Planning | Quick Tax Tip
1:28
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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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Steve Yoss: An Accountant's Detailed Guide on Databases, Integration, and Data Sharing | Quick Tech Talk
1:49
1:49
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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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Send us a text In this solo episode, I’m chatting about a question I got from one of you awesome listeners: should you add tax services to your bookkeeping biz? We’ll weigh the pros and cons, talk about building your own client base, and figure out if expanding your services is the right move for you. In this episode you’ll hear: building a persona…
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Episode 94 — David Hartley - Partner-in-charge - Advisory Services (CAS) Anders CPAs + Advisors Top 100 firm — The Woodard Report Podcast
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On this show, Heather Satterley speaks to David Hartley of Anders CPAs + Advisors about the evolving role of technology in the accounting industry and the importance of innovation for young professionals. Read David's articled called, "Top 10 Reasons Today is the Best Day Ever to be a Young CPA" About David Hartley: Dave is the partner-in-charge of…
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26 CAS Foundations: Build Better Client Communication Expectations
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5:18
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In this episode of CAS Minute we break down how to build great client communication cadences and expectations for your CAS clients. We walk through the types of client communications as well as tools necessary to ensure a high degree of consistency.By Roman Villard
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