show episodes
 
Smart Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get smart strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Smart Strategy for CPA's is the show for you!
 
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 Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.
 
Are you an Orthodontist wondering how to grow your practice in this fast-paced, competitive marketplace that seems to be changing every day? The Survival Guide for Orthodontists podcast is dedicated to making you the authority in orthodontics to prospective new patients in your community. Dr. Leon Klempner and Amy Epstein, co-founders of People & Practice, know the business of orthodontics. They bring you insights, tips and guest interviews focused on helping you thrive in a massively disrup ...
 
The Institute of Certified Public Accountants in Ireland (CPA) is one of the main Irish accountancy bodies with in excess of 5,000 members and students. The CPA designation is the most commonly used designation worldwide for professional accountants and the Institute’s qualification enjoys wide international recognition.
 
Top startup founders, venture capitalists, and advisors interviewed by Scott Orn of Kruze Consulting, the accounting firm to VC funded startups. Hear from startup founders about how they began their startup journeys, where they had challenges and the strategies that help them scale their businesses. VC’s discuss what they look for in a startup and their current technology investment thesis. And technology recruiters, attorneys, real estate professionals and startup lenders share tactics that ...
 
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
 
In the tech world, if you don’t scale, your business will die. Join our host, Dave Rogenmoser, co-founder of Proof, as he uncovers proven strategies from the growth experts behind some of the world’s fastest-growing software startups (Drift, Instapage, Zapier, & more).
 
Interested in the future of Internet technology? Join us each week as we talk about the latest news and trends in AI, blockchain, IoT, and cloud with founders and innovators building the next wave. We cover the rise of the fourth platform that will serve billions of connected people, apps, and devices in the age of IoT. Along the way, we interview leaders and executives at some of today’s top technology firms, who share their real-world experiences from the practitioner’s point of view. Abou ...
 
Are you ready to take your career and your graduate program to the next level? Want to learn what other graduate program managers from around the world are doing to take their programs to the next level? This podcast will help you learn proven strategies and tactics other program managers use to advance their programs. Rodney Alsup, founder of the MBA News Digest discusses curriculum management, program assessment, recruiting and enrollment, alumni relations, social media, social media marke ...
 
Divestopedia Exit Strategy Insights; where we interview world class thought leaders on all topics related to mergers and acquisitions for private midsize businesses. If you're an entrepreneur thinking of a strategic corporate transaction, like selling your business, raising private equity capital or going through acquisitions, this show is for you. You'll learn everything you need to know about mid-market M&A from start to finish, and everything in between.
 
Open Mic Spotlight Radio Show ~ Inspired Choices Network Open Mic on Inspired Choices Network brings together Unique Exciting Thought Provoking Speakers sharing their messages, ideas, creations and much more! Whether money, addiction, spirituality, real estate or relationships, Open Mic on ICN discusses it all with the focus on bringing conscious voices and topics to the world. Featuring speakers, podcasters and professionals from around the world, our interviewers will dive deep with each s ...
 
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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show series
 
Stephanie Palmertree, CPA, CGMA, saw a need for better continuing professional education at the Mississippi Office of the State Auditor. The speakers were the same every year, and the issues weren’t necessarily the ones faced by staff at her agency. So, CPE offerings were revamped, becoming more meaningful and targeted. Palmertree explains the why …
 
Topics covered include: *Why it is important to evaluate whether your current firm partner is still the right partner for you. *How to capitalize on new advisor-friendly product solutions to pivot your offerings for better client alignment. *Using valuations and continuity planning to gain strategic insight and employing a dual-monetization strateg…
 
In this podcast we speak with Dr. Terry Sellke, a board-certified orthodontist who has been practicing for 38 years. Dr. Sellke is an old friend of ours and he has been incorporating new technology and system enhancements into his practice for decades in order to achieve exceptional results while decreasing total treatment time. He retired from Uni…
 
Link for FREE training series: SheThinksBigCoaching.com/webinars/ Ready to get your life back after two hellish tax seasons? Join me for the FREE October Training Series: “10 Essentials for Working Less Without Losing a Dime in Revenue.” Ten great topics over 10 days, like: How to Build Advisory Services Without Getting Killed on Scope Creep How to…
 
Want to attend Seven Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue. Subscribe at SheThinksBigCoaching.com/subscribe-main-list Today we’re talking about How to Package Advisory Services. If you don’t know how to …
 
Transforming the auditing practice to be more digital requires more than just new tools. It also means a shift in mindset for firms serious about taking a digital-first approach. On this episode, the third in a series on audit evolution, Alan Langelli, CPA, lead partner of the technology industry services group at Aronson LLC, shares three key reas…
 
Open Mic on ICN Want to learn how to thrive in your business and relationship by breaking the addictive hustle mindset? Then join Kate Benner on the Open Mic as she shares her insights on how to maintain a balanced lifestyle that prioritizes being present. So if you’re a female entrepreneur looking to overcome being burnt-out, distracted, & overwor…
 
Key insights Frank and Dale cover include: *Why year-end AUM, head count, and other revenue targets drive the deal making decisions of firms during Q4. *Using the insights of an informed recruiting consultant to evaluate and maximize the financial upside of a transition deal and ensure the firm partner you choose is the right one for you. *The impo…
 
Open Mic on ICN In the wake of COVID-19 and a 24-hour news cycle, IT’S PROBABLY NOTHING: The Stress-Less Guide to Dealing with Health Anxiety, Wellness Fads, and Overhyped Headlines provides much needed insight into managing health stress, decoding overhyped health headlines, and concrete strategies for coping. Other timely topics that Casey can sp…
 
CPAs put all this time and effort into writing a good proposal. They package it up, send it off and it just goes into the abyss. Never to hear from the prospect again. Another problem is that you send out the proposal, the client or prospect comes back, you have a conversation with them, but they end up declining to work with you. Then sometimes if…
 
Our guest this week is Eddie Schutter, the Chief Technology Officer for Switch. He has over 25 years of experience and leadership in the data center and information technology industry for organizations including eBay, AT&T, DCF Technologies, The Green Grid, Data Center Pulse, and other various advisory boards. He is a Director on the iMasons BOD, …
 
I help solo CPAs and partners in 1 - 5 partner firms get down to a 30-hour workweek without giving up a dime in revenue. WHAT DO I DO? I help my clients build Advisory & Consulting Services for their business owning clients, reduce workload dramatically, while increasing revenue *and* margins. Many of my clients generate $100K+ of *new* revenue in …
 
Tax practitioners haven’t had it easy, with pandemic-related delays and legislative changes in the middle of tax season making their jobs more difficult. Year-end planning can’t eliminate all the uncertainty, but it can help. April Walker, CPA, CGMA, lead manager on the AICPA’s Tax Practice & Ethics team and host of the Tax Section Odyssey podcast,…
 
Ken Pyle is a partner of CYBIR, specializing in Information Security, exploit development, penetration testing and enterprise risk management. Ken is a graduate professor of CyberSecurity at Chestnut Hill College. As an author, he has published several whitepapers and academic works on a wide range of topics including: Public Information and OSINT …
 
This week we welcome back Jonathan Stark, a former software developer who is on a mission to rid the world of hourly billing. He is the author of Hourly Billing Is Nuts, the host of Ditching Hourly, and writes a daily newsletter on pricing for independent professionals. Often CPAs don't know how to price for expertise and strategy, and they just lu…
 
Open Mic on ICN On todays Open Mic we talk Marketing, Money and Mindset with Kristen Miller. We really do need all 3 to thrive in our world today, from solopreneurs to big companies. Kristen will share tips for Marketing Magic: what's working, what's not, what you want and what you need. We look at setting money goals that inspire, empower and moti…
 
In the September issue of the Journal of Accountancy, Marie Brilmyer, CPA, said in The Last Word: “I think my greatest challenge has been in figuring out how to step back or when I need to step back.” In this podcast episode, Brilmyer expands on the need to prioritize and offers advice for others who may be seeking balance. Also, hear a preview of …
 
When I was younger, people said I was too creative to be an accountant, and too organised to be a creative. Turns out the combination of those two skills is exactly why I was able to create The Profitable Firm (PF): a creative agency working exclusively and only with accountants. I qualified as a Certified Public Accountant in the States, and worke…
 
Many CPAs are frustrated because they feel invisible in a crowded marketplace. They know they are better than their competitors, but when they focus on that fact, they get little in return. That's because, to customers, better is not actually better. Different is better. And those who market differently, win. In his new marketing book, Mike Michalo…
 
Open Mic on ICN Middle age spread - the struggle is real! Do you ever think "Oh well. This is how my body looks now?" There is an explanation for it and a way to help you change your sluggish metabolism. Don't give up on your body just yet. Join us as we discuss why this happens and what we can do to help us overcome the excess weight after a certa…
 
Several ethics-related exposure drafts are in focus in this week’s episode. Toni Lee-Andrews, CPA, CGMA, the director of the AICPA’s Professional Ethics Division, shares details on three upcoming EDs, a timeline for comments to the drafts, and more about the division’s streamlined comment process. Lee-Andrews also previews two recent episodes of th…
 
**In an attempt to keep my LinkedIn contact relevant, if you send an invite to connect with me, please include a note as to how we are connected. No offense, but random recruiters, financial managers and coaches won't make the cut if we haven't met. THANKS!** My personal mission is to help CPAs and small businesses to leverage technology for their …
 
JOIN or WATCH REPLAY – Pricing in a Nutshell https://www.crowdcast.io/e/pricing-in-a-nutshell SUBSCRIBE – SheThinksBigCoaching.com Hourly billing is like radioactive waste: invisible, and given enough time and quantity, it'll kill you. Make the shift to pricing your services and reap the benefits, like 3x'ing profitability. But you need to know whi…
 
As more and more CPAs make the shift to Advisory services, one question that comes up is how do I run meetings, what’s the agenda, what am I showing my clients, what are we talking about? Meetings of course are great opportunities to add value for your clients and increase their clarity and help them better understand what’s happening and what deci…
 
In this podcast we speak with Trey Lawrence, Vice President and General Counsel at the American Association of Orthodontists. Prior to joining the AAO, Trey practiced with a large law firm in St. Louis for about 15 years, concentrating in the areas of litigation and regulatory matters. We speak with Trey about the legal issues that might crop up wh…
 
For the September issues of The Tax Adviser and the Journal of Accountancy, more than 2,100 tax professionals shared opinions on tax preparation software. Editors Alistair Nevius and Paul Bonner discuss details of the annual tax software survey — what CPAs liked and disliked, and the difficulties of the most recent tax season for preparers and the …
 
Key points covered in the conversation include: *the strategic and empirical differences between a practitioner, a business owner, and an entrepreneur. *risk tolerance and the ability to orchestrate the business pivot as key separators when it comes to entrepreneurial mindset. *the importance of finding the right firm partner as an entrepreneurial …
 
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