Best CPA Practice Advisor Podcasts (2024)

1
049: The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice 27:51

1d ago27:51

27:51

In this episode, I host my business partner and the co-creator of the Authority Accelerator Program, Tony Maree Torrey. We dive deep into the nuances and benefits of our innovative program designed to elevate financial service providers by establishing them as trusted authorities in their industry. The Authority Accelerator Program: Elevating Finan…

1
Delivering Nuclear Value in Accounting 29:50

3d ago29:50

29:50

Joe Woodard joins Blake and David to examine how accountants and bookkeepers can increase the value of their services in the eyes of their clients. Joe introduces the Cobb value curve, illustrating how differentiation and relative value impact pricing. He emphasizes the importance of offering unique, high-value services like controllership and fina…

1
30. 4 Pricing Blockages That Shrink Your Profits 16:18

4d ago16:18

16:18

Today's episode dives deep into the critical topic of pricing strategies in the financial advisory sector, focusing on the transformative impact of appropriate pricing on business success. Amanda C Watts shares insights from personal experiences and common industry challenges that many financial professionals face when it comes to valuing their ser…

1
Yoshihiro Katsuura, MD: Orthopedic surgeon, author, and illustrator 29:57

5d ago29:57

29:57

Many thanks to Yoshihiro Katsuura, MD, an orthopedic surgeon in San Francisco. Yoshi is also the author and illustrator of the new patient education book, "The Spine Encyclopedia: Everything You've Wanted to Know about Back and Neck Pain But Were Afraid to Ask." Yoshi describes himself as a "reluctant surgeon." Before recommending a surgical proced…

1
Get Rich Doing Bad Audits 53:05

7d ago53:05

53:05

Blake and David dive into the concerning trend of small CPA firms conducting shoddy audits of large companies and SPACs, raking in big fees while facing minimal consequences for deficient work. They also discuss the latest accounting app funding news, the power of AI for crafting persuasive arguments, and the American Institute of CPAs' puzzling re…

1
29. The One About Being Able To Do More In Less Time 20:11

8d ago20:11

20:11

In today's podcast, we dive deep into the essence of energy management and its pivotal role in achieving freedom within the advisory practice. Inspired by Nike's success story and their ten principles, the discussion transitions into a profound realization that beyond freedom, our business is essentially about managing energy effectively. Inspirati…

1
048: "The Art of Collaboration: When Two Tribes Stop the War" with Paul Latham 26:00

8d ago26:00

26:00

In this episode, I welcome Paul Latham, the co-owner of Elite Resource Team and a pioneering thought leader for accountants. This episode offers a deep dive into how Paul and his partner, Anton Anderson, are bridging the gap between CPAs and financial advisors, fostering a collaborative environment for mutual benefit. Paul shares insights on his up…

1
28: The 4 Shifts To Build A Freedom Practice 18:10

11d ago18:10

18:10

Today's podcast delves into the significant shift occurring within the accounting profession, highlighting the evolving client expectations and the broader scope of value accountants and bookkeepers can offer. Our discussion centers around the fundamental challenges firm owners face in transitioning from a compliance-focused approach to providing i…

1
Pizza Parties Boost Morale 59:58

15d ago59:58

59:58

Blake and David dig through the latest accounting news, including the effectiveness of pizza parties in boosting accounting firm morale, the record number of baby boomers reaching retirement age, and the impact on Social Security, as well as the massive amount of COVID-related fraud originating in South Florida. They also take a look at audit integ…

1
27. How To Move From A Compliance Only Firm To An Advisory Firm 14:29

15d ago14:29

14:29

Today's episode dives into a question many of you have been pondering: How do I shift my firm to focus on advisory services? The journey from a compliance-only firm to offering advisory services can seem daunting, but with the right approach, it's entirely achievable. Key Takeaways: Understand the Challenges: The major hurdles in shifting to an adv…

1
Modern Pricing Models Drive Higher Valuations for Accounting Firms 31:08

16d ago31:08

31:08

Blake and David meet with M&A advisor Charles Bedard about valuations for accounting firms looking to sell. Bedard explains that subscription-based "modern" firms command much higher multiples than traditional hourly billing firms. Bedard provides specific valuation ranges based on revenue and EBITDA multiples and highlights the importance of recur…

1
26. Don’t Run Facebook Ads Without These Five Things 11:37

18d ago11:37

11:37

In today's episode, Amanda C Watts delves into the nuanced world of Facebook advertising, particularly for those aiming to expand their email list and secure high-value advisory clients. Amanda shares insights from her extensive experience since 2015, balancing the highs of lucrative campaigns with the lows of financial losses. Amanda emphasizes th…

1
Joe Friel: Elite Sports Coach, Author, Exercise Scientist 28:34

19d ago28:34

28:34

Many thanks to Joe Friel, elite training coach, exercise scientist, and author of "The Triathlete's Training Bible: The World's Most Comprehensive Training Guide, 5th Edition," Fast After Fifty, and other books for the athletes and would-be athletes among us. Joe started as a high school athlete, and his passion for exercise never waned. He's worke…

1
A Sizable Portion of Accountants See No Use Case for AI 58:18

21d ago58:18

58:18

Blake and David look at the potential impact of AI on the accounting profession and discuss how AI tools like ChatGPT can boost productivity by automating tasks, improving communication, and assisting with problem-solving. They also examine the implications of these efficiency gains on the billable hour, predicting that firms will need to adapt the…

1
25. How To Build An Email Database Of Prospects 15:04

22d ago15:04

15:04

In today's podcast Amanda emphasizes the strategic importance of an email list for engaging with your audience and securing the growth of your advisory practice in the long term. Key Takeaways: Email Marketing is Alive: Despite common misconceptions, email marketing remains a powerful tool for direct communication with your audience, offering opp…

1
Do Audit Opinions Matter? A Discussion with Professor Ed Ketz 23:06

24d ago23:06

23:06

Professor Ed Ketz of Penn State joins the show to discuss audits' current state and future. We delve into the relevance of audits and explore the value of unqualified opinions in making audits meaningful. The discussion also touches on the overstandardization of audit reports and how this can lead to investor misunderstandings. Professor Ketz bring…

1
047: The Future of Wealth: Innovations in Tax Planning with Jim Duggan 23:28

25d ago23:28

23:28

In this episode, I welcome Jim Duggan, founder of Duggan Bertsch, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants. Join us as we explore Jim's transformative journey from corporate law to pioneering comprehensive tax strategies, ensuring solid wealth management for high-net-worth individuals. In…

1
24. Six Delivery Mechanisms For Business Advisory 17:11

25d ago17:11

17:11

In this episode, we delve into the art of delivering business advisory services through six distinct mechanisms, each serving as a unique channel to share your expertise and connect with clients on a deeper level. Key Takeaways: Understanding Purchase Motivations: Unlike compliance services, advisory services are sought after by clients based on de…

1
Banks Will Fail & Listener Mail 1:04:48

28d ago1:04:48

1:04:48

Blake and David start with a discussion on Federal Reserve Chairman Jerome Powell's testimony regarding the failure of small and mid-sized banks due to exposure to the commercial real estate sector. They also get into Minnesota's CPA licensure bill for 150-hour requirement alternatives and KPMG's audit findings on the Department of Education and th…

1
23. How To Write Great Case Studies That Get You More Clients 13:34

30d ago13:34

13:34

Key Takeaways: In this episode, Amanda outlines the art of crafting compelling case studies that not only showcase your successes, but also draw in high-value clients eager for your expertise. Here's what you'll cover: Understanding Case Studies: We start by demystifying what a case study is - it's more than just a success story; it's a deep dive i…

1
046: [Author Interview] "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business"with Arron Bennett 27:23

1M ago27:23

27:23

In this episode, I welcome Arron Bennet, author of the book "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business." This book presents an essential guide for cybersecurity companies eager to enhance their growth and profitability with unmatched efficiency. Arron's Inspiring Journey: From Down Under to Top Entrepreneur: …

1
Earmark Media Presents: Corporate Transparency Act Ruled Unconstitutional (Federal Tax Updates) 17:02

1M ago17:02

17:02

Here's a preview of Blake's recent appearance on Federal Tax Updates, where he joined host Roger Harris to unpack some of the biggest tax stories making headlines, from a federal court ruling deeming a new business reporting law unconstitutional to the staggering estimates of tax evasion by the wealthy. To hear the complete discussion, visit Federa…

1
22. How To Niche Your Advisory Practice Without Going All In 17:48

1M ago17:48

17:48

Key Takeaways: Transformational Decision: Explore the vital role of niching in transforming financial professionals' businesses. The Importance of Niching: Unveil how niching serves as a mindset pivot and drastically impacts success. Success Stories: Real-world examples underscore the transformative power of niching. Overcoming Fear: Tackling the c…

1
Oncologist and Novelist: an interview with Jennifer Lycette, MD 31:43

1M ago31:43

31:43

Many thanks to Jennifer Lycette, MD, a rural oncologist in the Pacific Northwest and author of two nonfiction feminist medical thrillers, “The Algorithm Will See You Now” and “The Committee Will Kill You Now.” I’ve just finished reading “The Algorithm Will See You Now.” Written with a physician’s expertise and through a women’s eye, it’s definitely…

1
The Race to Automate Audits 22:17

1M ago22:17

22:17

Blake and David meet up with AJ Yawn, partner at Armanino LLP, about Armanino's new tool, Audit Ally, which streamlines and automates SOC 2 audits. They discuss the growing trend of tech companies entering the audit space and commoditizing services like SOC 2 audits, and explore how Audit Ally aims to help accounting firms compete on price and qual…

1
21. How To Get More Sales Calls In The Diary 20:11

1M ago20:11

20:11

In this essential episode for accountants and bookkeepers, we dive into the real struggles professionals face when attempting to harness the power of social media to attract high-value clients. Despite the enthusiasm, many find themselves caught in a disheartening cycle, posting content that fails to engage potential clients, leading to the prematu…

1
IRS Agents Working From Home Can Watch H&R Block Reality TV Show 1:06:15

1M ago1:06:15

1:06:15

We're celebrating surpassing 10,000 YouTube subscribers! Thank you! Blake and David look into H&R Block's new reality show about teaching people life skills like doing their taxes. They also talk about workflow automation challenges for accounting firms, how the IRS is contacting wealthy non-filers, and the Trump Organization CFO pleading guilty to…

1
20. How I Beat My Own Doubts (And How You Can Too) 18:44

1M ago18:44

18:44

This episode provides invaluable insights into the power of mindset in personal and professional growth, particularly for those in the entrepreneurial journey, offering practical advice for becoming more visionary and less victimized by circumstances. Key Takeaways: Mastering Your Mindset: Discover how to overcome doubts and fears to achieve your d…

1
SPAC Attack: Why Withum Got Slapped with a $2M PCAOB Fine 15:30

1M ago15:30

15:30

Blake and David meet with Chris Vanover, President of CPAClub, about the recent $2 million PCAOB fine against Withum for poor audit quality on many 2021 SPAC audits. They examine Withum's 500% increase in audits with minimal staff growth, leading to overworked teams and partners working 100+ hour weeks. They also debate whether the fines are large …

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CPA Practice Advisor Podcasts

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