Best Cpafirm Podcasts (2024)

1
BOI 27:41

2d ago27:41

27:41

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

8d 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 26:10

9d ago26:10

26:10

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

17d 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

30d 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 23:11

1M ago23:11

23:11

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

1M 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 33:56

1M ago33:56

33:56

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

2M 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 33:56

2M ago33:56

33:56

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

2M 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

2M 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 33:56

2M ago33:56

33:56

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 24:17

3M ago24:17

24:17

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

3M 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 27:20

3M ago27:20

27:20

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

3M 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 26:15

3M ago26:15

26:15

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 29:32

3M ago29:32

29:32

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 20:58

4M ago20:58

20:58

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

4M 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 26:26

4M ago26:26

26:26

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

1
2024 Kickoff! 29:17

4M ago29:17

29:17

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

4M 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

5M 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

5M 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

6M 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

6M 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…

1
Catching Up 26:56

6M ago26:56

26:56

Paul and Mo have a lot to catch up on! This week they share their thoughts on trends from the last couple of events they've been to.

1
How to Drive Value for Both Clients and Employees 27:25

7M ago27:25

27:25

Episode 26 is the second of a two part episode of CPA Life, and Henry Huie rejoins John Randolph to talk about his new firm and its subscription model where clients pay for ongoing advice rather than billable hours. A focus on building deeper client relationships puts the value in “value billing,” and empowers clients to ask for the help they need …

1
The Method Behind the Madness of Launching a Firm 27:59

7M ago27:59

27:59

In another two part special episode of CPA Life, John Randolph interviews Henry Huie about his journey from working long hours at top 25 firms to opening his own practice, Chrome Accounting, in October, 2023. Henry shares some of the lessons he’s already learned, like thorough planning, having enough savings so you need not take on undesirable clie…

1
SYNERGY 2023 8:02

7M ago8:02

8:02

Special Edition from SYNERGY 2023 broadcast booth.

1
Trends in the Profession 27:13

8M ago27:13

27:13

Paul and Mo have a discussion around trends in the profession and possible steps we can take to address some of the challenges.

1
Rewind: Triple Digit Growth and No Turnover 32:01

8M ago32:01

32:01

Episode 24 is a CPA Life Rewind, where we look back on a topic relevant to the accounting world right now. Today, having just gotten through another fall busy season, we feature John Randolph's conversation with John Mark Prewitt, Managing Member at Cohesion Companies, which he founded over a decade ago. John Mark's experience in the Big Four led h…

1
FinCEN - Beneficial Ownership Information Reporting Rule 23:22

8M ago23:22

23:22

This week Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, to discuss the beneficial ownership information (BOI) reporting rules.

1
A New Model for Accounting: Flexible Solutions 47:53

8M ago47:53

47:53

Tired of endless 80-hour weeks? Chris Vanover, President and Chief Auditor at AuditClub, talks to John Randolph about AuditClub’s subscription model which aims to give firms flexible access to audit experts on demand. Listen in to learn how AuditClub’s transparent bonus system and sustainable four-day workweek attracts top talent while prioritizing…

1
New Staff & Flexible Work Environments 28:51

9M ago28:51

28:51

Paul and Mo have a discussion around new staff expectations, flexible work environments, hybrid/remote, and more.

1
Leveraging Tech and Advisory to Build the Firm of the Future 39:51

9M ago39:51

39:51

Donny Shimamoto, CEO of IntraPrise TechKnowlogies, is a thought leader in public accounting who is transforming the industry through his focus on technology, people, and culture. On Episode 22 of CPA Life, Donny talks to John Randolph about how firms can address the staffing crisis through demand management, outsourcing, and automation. He also sha…

1
Client Onboarding 30:28

9M ago30:28

30:28

This week Paul and Mo talk about client onboarding; the initial phase of internal client onboarding, the client facing advisory onboarding, and the next phase of client onboarding to ensure value recognition and measure success and progress in the relationship.

1
Deadline Talk 25:25

9M ago25:25

25:25

Paul and Mo have a discussion around deadlines, both internal and external, and managing client relationship and expectations.

1
One CPA’s Campaign to Make Accounting Fun 53:34

9M ago53:34

53:34

Yuri Kapilovich started #thefunCPA movement to change the stale, grueling culture of public accounting. On Episode 21 of CPA Life, he talks to John Randolph about his journey through seven different firms, including time spent in the Big Four, until he finally settled on starting his own firm, with a focus on a better work-life balance. Yuri unders…

1
The Value of Understanding What Clients Want 38:09

10M ago38:09

38:09

Host John Randolph continues his thought-provoking conversation with Geraldine Carter about transforming accounting firms on Episode 20 of CPA Life. Geraldine stresses the importance of understanding what clients truly value, explaining that all too often, clients don’t actually understand the product you’re selling them. She also takes issue with …

1
The ideal persona of the future 27:34

10M ago27:34

27:34

Paul and Mo have a discussion around re-establishing the future ideal client persona to work with.

1
Working Smarter, Not Harder 41:03

10M ago41:03

41:03

Geraldine Carter’s background in engineering and adventure travel informs her gusto and skill for identifying and solving problems, and her experience in founding her own business led her to realize the challenges many CPAs face as business owners themselves. She talks to John Randolph on part 1 of this two-part episode of CPA Life about those chal…

1
Confidence and Profitability 21:04

10M ago21:04

21:04

This week Paul and Mo are joined by Trisha Floyd, CPA, owner of Ramos & Floyd CPA's LLC. Trisha takes us through her journey of buying an accounting firm, analyzing her book of business, and implementing advisory services to drive profitability.

1
Navigating a "Simple" Client Question 22:56

11M ago22:56

22:56

Paul and Mo have a discussion about navigating a simple client question that includes a complex tax and planning component, along with positioning the value of the service offering.

1
Building a Remote Accounting Firm from the Ground Up 46:53

11M ago46:53

46:53

Zane Stevens co-founded Protea Financial, an accounting firm focused on the wine industry, and it was remote from the beginning. He talks to John Randolph on Episode 18 of CPA Life about how this allowed him to treat employees like adults and provide flexibility in their roles. He also emphasizes the benefits of niche focus, arguing that firms that…

1
A Firm's Journey! 23:27

11M ago23:27

23:27

This week Paul and Mo are joined by Sharon Macke and William Macke with Macke & Company, CPAs. They talk about their journey and the moment they realized change needs to happen, all the way to where they are today and their ongoing advisory journey.

1
2023 Advisory Symposium Review 23:15

11M ago23:15

23:15

Paul and Mo have a discussion about their experience during 2023 Advisory Symposium in Marco Island, FL.

1
From Startup to Scale-Up: Achieving Sustainable Growth 47:10

11M ago47:10

47:10

Shannon Badger, co-founder of Badger CPA, joins John Randolph on Episode 17 of CPA Life. A fast-growing accounting firm founded in 2015, Badger has been recognized as one of the best firms to work for by Accounting Today and as one of the fastest growing businesses by Inc. Shannon discusses how they have achieved this rapid growth while prioritizin…

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