Best Cpafirm Podcasts (2024)

1
Breaking Boundaries: From Firm to Freedom 44:52

4h ago44:52

44:52

John Randolph talks with Kelly Rohrs, owner and founder of Kelly A. Rohrs CPA, who shares her journey to building a sustainable and flexible accounting firm, on Episode 53 of CPA Life. Having been recognized by CPA Practice Advisors on their Top 40 Under 40 list, Kelly discusses her transition from a traditional firm to launching her own practice a…

1
Fair Pay in Accounting: Tracking the Data 36:12

14d ago36:12

36:12

Dominic Piscopo’s journey in accounting started at a Big Four firm in Canada, where he discovered his firm was paying its employees well below the average in his area. He talks to John Randolph on Episode 52 of CPA Life about how that experience, among others, led to him launching Big 4 Transparency, a platform which tracks salary data in the profe…

1
SafeSend 23:31

22d ago23:31

23:31

Paul and Mo are joined by Adrian Johnson, Chief Product Officer with SafeSend. They discuss how the use of technology has helped many firms address challenges within their workflow, both on the front-end and on the back-end, and how this is an ongoing evolution and growth.

1
Modern Accounting Challenges: Tech and the Human Element 24:51

28d ago24:51

24:51

Chris Papin returns to CPA Life’s Episode 51 for Part 2 of his conversation with host John Randolph. Their discussion shifts focus towards effective communication, training, and adapting to new technologies in accounting firms. Touching on the challenge inherent in teaching communication skills in a technical field like accounting, Chris stresses t…

1
BDO Alliance USA 26:26

29d ago26:26

26:26

Paul and Mo are joined by Michael Horwitz, Executive Director of BDO Alliance USA. They discuss recent trends in the profession, challenges, and opportunities.

1
Technology and Flexibility: Keys to the Profession 28:01

1M ago28:01

28:01

CPA Life’s 50 episode milestone marks the beginning of a conversation between John Randolph and Chris Papin, owner and founder of Papin CPA in Edmond, Oklahoma. Discussing the transition from traditional to modern CPA practices, Chris prioritizes sustainability, employee well-being, and client needs. He shares insights into his firm's growth, innov…

1
Evaluating Relationships 26:02

1M ago26:02

26:02

Paul and Mo have a casual conversation about tax deadline, challenging relationships, evaluating and grading those relationships, and how to communicate scope changes to clients.

1
Culture, Content and Compensation: Driving Success 22:42

2M ago22:42

22:42

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…

1
Beyond the Tax Return 26:02

2M ago26:02

26:02

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.

1
Back to School! 25:32

2M ago25:32

25:32

In this week's episode, Mo goes back in time.. into the school days, and asks Paul about student loans and tax and planning stragies.

1
Going Beyond the Numbers 24:22

2M ago24:22

24:22

Seth Fineberg spent more than 20 years as an accounting journalist before founding Accountants Forward and consulting with professionals looking to improve their firm and career prospects. He and host John Randolph engage in part one of a dynamic conversation on Episode 48 of CPA Life, centered around going beyond raw numbers and looking at the rea…

1
The Power of Intentionality 29:53

3M ago29:53

29:53

Part 2 of John Randolph’s special episode featuring Jeremy Clopton and Heath Alloway of Upstream Academy and the Upstream Leader Podcast continues on CPA Life, as the trio pick up their discussion of intentionality, a theme which runs through so many threads in the accounting profession. Intentionality is central to their discussions about creating…

1
A Firm's Acquistions and a Leader's Coaching Mindset 22:17

3M ago22:17

22:17

Paul and Mo are joined by Thomas J (TJ) Sabotka, Managing Partner of O'Brien Shortle Reynolds & Sabotka, PC. TJ shares his firm's journey, acquisitions, and how being the leader of change and having a coaching mindset are both important contributors to his success.

1
Leadership and Innovation in the Profession 31:47

3M ago31:47

31:47

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 …

1
A Progessive Firm's Perspective 32:25

3M ago32:25

32:25

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.

1
Live from 2024 Advisory Symposium 1:02:38

3M ago1:02:38

1:02:38

Paul and Mo go LIVE from Carlsbad, CA during the Thomson Reuters annual Advisory Symposium, interacting with a live audience for the first time, and bringing them an exciting conversation with Tom Hood, CPA, CITP, CGMA. Tom is currently the EVP Business Growth & Engagement for AICPA-CIMA and the Business Learning Institute. He was named in the top …

1
Employee Experience and Private Equity: Navigating Change 45:51

3M ago45:51

45:51

Episode 45 of the CPA Life Podcast features Anshul Chawla, Director of Corporate Development at Chawla & Chawla, PC, in conversation with John Randolph about his journey through public accounting and private equity. From working at Big Four firms and a private equity firm to returning to his family-run CPA firm having gained experience there as a c…

1
Guilty Feelings 30:05

3M ago30:05

30:05

To guilt or not to guilt! In this week's episode, Paul and Mo have a discussion on a specific prospective client situation, and the conflict between the feeling of guilt and the right time to say No.

1
The Future of Accounting: Leadership and Culture 42:44

4M ago42:44

42:44

Liz Farr has had a remarkable life’s journey, from a childhood where she learned accounting principles, to many years later taking a tax preparation class, then working as an accountant navigating chaotic tax seasons, to finally, becoming a successful ghostwriter and podcast host. Join John Randolph on Episode 44 of CPA Life as he gleans insights f…

1
Transform Public Accounting: Continuing the Conversation with Ron Baker 31:21

4M ago31:21

31:21

John Randolph and Ron Baker dive back into part 2 of their discussion on Episode 43 of CPA Life, covering the challenges faced by CPAs, such as the moral injury the profession inflicts, the shift from fee-for-service to the subscription model, client advisory services, and more. They discuss the importance of niche expertise, the value of transform…

1
The Trailblazer of Modern Accounting: Ron Baker 29:46

4M ago29:46

29:46

Ron Baker is a pioneer in the field of modern accounting. He joins John Randolph for this first installment of a special two part episode of CPA Life, and the two delve deep into the groundbreaking topics of value and subscription-based pricing and client advisory services that are reshaping the landscape of public accounting. An advocate for getti…

1
BOI 27:40

5M ago27:40

27:40

Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, as they have a part 2 discussion around the Beneficial Ownership Information (BOI) reporting rules and managing client information.

1
Elevating Your Brand Through Story 29:46

5M ago29:46

29:46

On Episode 41 of CPA Life, rejoin host John Randolph for part two of his conversation with Jeff Bartsch of Story Greenlight, as they delve deeper into the significance of storytelling within the accounting industry. Learn about the impact of crafting authentic narratives about you and your firm, and discover the benefits of being personal and inten…

1
First Partner Summit Experience of 2024 26:09

5M ago26:09

26:09

Paul and Mo have a discussion around their experience of the first Partner Summit in 2024! They recall some highlights from the event and how the mindset of many peers in the profession has shifted into understanding advisory and realizing value.

1
Transformative Storytelling: Guiding Your Narrative 31:37

5M ago31:37

31:37

Jeff Bartsch began his career in Hollywood before founding Story Greenlight, where he coaches CPA firms on how best to present the story of who they are. He joins John Randolph on Episode 40 of CPA Life, part one of a two part episode, to discuss how accounting professionals can differentiate themselves through communication and thought leadership,…

1
Reimagine Your Firm: Leading Through Challenges 32:16

6M ago32:16

32:16

John Randolph resumes his conversation with Jason Blumer of Thriveal and Blumer CPAs on Episode 39 of CPA Life. Continuing their focus on strategies for firm growth, they tackle the complex problem of team management in the modern, often remote-based accounting world, stressing that leadership comes from the relationship leaders have with their cha…

1
The IRS Operating Plan for Audits 23:10

6M ago23:10

23:10

Paul and Mo have a discussion about the IRS ramping up its enforcement efforts and the operating plans for more audits. They also discuss initiatives that could be done to make sure clients have all their paperwork in order.

1
Embracing Transformation: Intentional Leadership 26:42

6M ago26:42

26:42

Jason Blumer, CEO of Blumer CPAs and Thriveal, joins John Randolph for part one of their conversation on Episode 38 of CPA Life. Discussing his journey of building a sustainable CPA firm and the importance of intentional leadership, Jason explains that the entire concept behind Thriveal is that he made a lot of mistakes and had a lot of wrong ideas…

1
Post Deadline Development 33:55

6M ago33:55

33:55

What do firms do after the April deadline? Other than maintenance work, do firms have a retrospective, staff development plan, key initiatives, etc.? In this week's episode, Paul and Mo discuss post deadline development and initiatives.

1
Create True Culture and Watch Your Firm Excel 32:58

6M ago32:58

32:58

Jennifer Wilson of ConvergenceCoaching returns for part 2 of her conversation with John Randolph on Episode 37 of CPA Life. She delves into the intricacies of employee motivation, hiring practices, and compensation in CPA firms, and they discuss the vital role culture plays in everything a firm does, from hiring, to acquisitions, to turnover. Jen h…

1
Managing Stress During Deadlines 33:55

6M ago33:55

33:55

In this week's episode, Paul and Mo have a discussion around deadlines and the unnessary stress that it brings sometimes, and how to manage that between staff and clients.

1
Paving the Way for the Accounting Pipeline 33:57

6M ago33:57

33:57

John Randolph welcomes Jennifer Wilson to a two part conversation starting with CPA Life episode 36. Jennifer discusses her journey from BDO to founding ConvergenceCoaching, her deep history of driving technological innovation in business and accounting, and her understanding of the evolution of and challenges within the accounting industry. With a…

1
The Need for Progressive Vision 32:31

7M ago32:31

32:31

Host John Randolph continues his conversation with David Hartley on Episode 35 of CPA Life. They delve into ditching billable hours in favor of value billing, the potential for AI to vastly improve efficiency within CPA firms, and the importance of recruiting the next generation through values that appeal to them. Innovation is a key focus accordin…

1
Relationiship Challenges 33:55

7M ago33:55

33:55

In this week's special episode… what makes it special you ask? They're on video! Paul talks about a common client relationship challenge when other professionals are involved in a transaction.

1
Staying Positive 24:16

7M ago24:16

24:16

In this week's episode, Paul and Mo are joined by Julia Hampton, CPA. They discuss client and staffing challenges, and the importance of change and thinking different for a better work life balance.

1
Steering Your Firm's Ship: Future Transitions 33:38

7M ago33:38

33:38

David Hartley joined Anders CPAs + Advisors when they were looking to establish an Advisory practice, demonstrating how even a large firm can “steer its ship” in an active, anticipatory way. David talks to John Randolph on Episode 34 of CPA Life in part 1 of their two part conversation about the strategic planning and growth of the Advisory practic…

1
An Advisory Consultant's Perspective 27:19

7M ago27:19

27:19

This week, Paul and Mo are joined by Bryan Amberg, Business Advisory Consultant with Thomson Reuters Professional Services, and hear his perspective and experience working with firms in an advisory capacity.

1
Framing Your Narrative: Building the Best Firm You Can 37:03

8M ago37:03

37:03

In Part 2 of this special CPA Life episode, John Randolph returns as the guest to talk to producer Justin Grant about many of the key concepts in talent acquisition and advisory that CPA firms simply don’t know that they don’t know. John explains this as the basis behind his Talent + Advisory model, which integrates value-based pricing, strategic d…

1
Overcoming Challenges 26:14

8M ago26:14

26:14

Paul and Mo are joined by Brad Tafoya with Tafoya, Barrett, and Associates in Durango, CO. They discuss firm challenges with staffing and bandwidth, and how Brad was able to overcome those challenges by implementing advisory first mindset.

1
Be Comfortable with being Uncomfortable 29:31

8M ago29:31

29:31

In this week's episode, Paul and Mo are joined by Nick Magone, with Magone & Company in New Jersey. Nick shares insight on how building confidence, taking time to understand client needs, and starting even when uncomfortable, are all important factors in allowing him to keep growing his firm and moving forward in his journey.…

1
Keeping it in the Family 20:57

8M ago20:57

20:57

In this week's episode, Paul and Mo are joined by Jennifer DeJesus with DeJesus & Associates PC. Jennifer shares her experience running a small accounting firm and how change is implemented with family only working at the firm.

1
Taking a Look Back at Season 1 41:45

8M ago41:45

41:45

The tables are turned as CPA Life producer Justin Grant takes the role of host to interview John Randolph, founder and principal of Benaiah Consulting Group—not just your regular host!—on Episode 32. John delves into his history in the recruiting and accounting space and the lessons he’s learned from his vast and diverse experience: the importance …

1
Tax Planning 26:25

8M ago26:25

26:25

Paul and Mo have a discussion around financial advisors shifting to tax planning and how that could impact the profession.

1
2024 Kickoff! 29:16

9M ago29:16

29:16

And just like that… 2024 is here! Paul and Mo are back at it to check on the pulse of the practice.

1
The Intersection of Tech and Faith: True Firm Leadership 46:53

9M ago46:53

46:53

Marcus Mire is the founder of Mire Group CPAs and the host of the Make It Count podcast. He joins John Randolph for Episode 31 of CPA Life to discuss the impact of cloud accounting on his accounting practice, the effect of COVID-19 on firm operations, and more. Marcus shares his advice for new firm owners and talks about the growth and core values …

1
Leading the Way on Non-Traditional Management 29:45

9M ago29:45

29:45

John Randolph finishes his conversation with Accounting Today Top 100 influencer Randy Crabtree on Episode 30 of CPA Life, where they discuss non-traditional leadership in remote, but also in-office culture, the importance of building relationships, and of making your people understand you care about them as human beings. They both into the financi…

1
Caring for Your People: Creating a Culture 33:33

10M ago33:33

33:33

Randy Crabtree is an Accounting Today Top 100 Influencer, the co-founder of Tri-Merit Specialty Tax, and the host of The Unique CPA podcast. On part one of a two part conversation, he joins John Randolph on Episode 29 of CPA Life to talk about the benefits of a niche focus within a firm and the good that comes from being intentional in creating a p…

1
Beyond Billable Hours: Building the Future 27:49

10M ago27:49

27:49

Mike Payne of BOSS Advisors rejoins host John Randolph for part two of their conversation about building a modern CPA firm on Episode 28 of CPA Life. They pick up on their discussion of how BOSS is breaking the traditional firm mold through a subscription-based pricing model, prioritizing employees over billable hours, and more. Mike details practi…

1
Lessons from a Maverick: Finding a Better Way 27:06

11M ago27:06

27:06

Mike Payne, founder and CEO of BOSS Advisors, had an atypical path into his career as he holds both a CPA license and is a member of the State Bar of Arizona. On Episode 27 of CPA Life, Mike talks to John Randolph about his unique educational journey, and his experience working at a Big Four firm, before striking out on his own. Mike had a number o…