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Discussions about accounting management, best practices, controls, throughput accounting, and GAAP for the accountant, controller, or CFO.
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
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Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.
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Accounting High is the premier practice management podcast for tax and accounting firms. Join us for some fun and oftentimes colorful conversations about the accounting and tax industry. We are the next generation of accounting professionals questioning the state of the accounting profession.
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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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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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The latest research and opinion from ACCA’s Professional Insights. We explore the big issues impacting business, the accountancy profession and the evolving world of work. From technology to talent management, our subject matter experts and guests discuss good practice from across industries to help you stay ahead in business and your career.
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Smithink - helping accountants turn their practices into great businesses
David Smith + Mark Holton, Smithink
We provide practical firm innovations, based on the decades we have spent as practicing accountants and business consultants. We know what works best, because we've done it. Smithink provides a wide variety of consulting services and educational events, tools and resources under the one roof. Now including a monthly podcast.
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Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories
Heather Smith | Accountant & Storyteller
*THE* podcast for accounting technology enthusiasts. Dive into the world of Accounting Apps with Heather Smith, a Chartered Accountant with a flair for storytelling and the engaging host of the Accounting Apps Podcast. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. Better data, better decisions, better business. She explores this topic with her guests, uncovering insights t ...
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In the Grow Strong Leaders Podcast, host Meredith Bell interviews business leaders who are committed to their own growth and the development of their people.
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Strata Studios is the best resource to help you grow your PT or OT Clinic. We're the only single EMR platform & Revenue Cycle Management Service for Physical, Occupational, and Speech Therapy practices that helps you achieve a 99.99% reimbursement rate. Book a call with our team today 👉 stratapt.com
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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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Discover advanced strategies for firms to excel in the dynamic accounting industry with Accountants 2.0. Each episode connects you with a network of growth-focused professionals, delving into innovative technologies and strategies to boost your professional impact. We're committed to guiding you in enhancing your firm's profitability, team cohesion, and management efficiency. With Accountants 2.0, you're not only adapting to change – you're at the forefront, shaping the future of accounting. ...
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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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In The DOC Podcast, you’ll receive unique educational content taught by Dr. Mike DeLuke, a Board Certified Orthodontist with over 20 years of clinical experience. Dr. DeLuke built his orthodontic practice from scratch in the early 2000s and grew it into a multimillion-dollar enterprise in less than 10 years. Throughout his career, Dr. DeLuke has also served as a faculty member at numerous hospitals and orthodontic residency programs around the country, including as the cleft craniofacial ort ...
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This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Michelle Long and Dan DeLong who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Thursday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour we ...
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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 business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
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What is your relationship with time? Are you wired and tired, stressed and overwhelmed, busy and going nowhere? Or Just want to scale your business? Learn how to use time to multiply your business growth! Take Back Time is the podcast for leadership and productivity. Join your host, former strategic business coach for Tony Robbins, best-selling author and international speaker, Penny Zenker, as she shares her experience and insights on simple and practical time management that will help you ...
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Insights and advice from the leading voices in accounting. Matt Wilkinson, founder & CEO of Bizink talks to accounting influencers on topics like marketing, technology and practice management.
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Welcome to 'It Depends', a sales tax podcast hosted by Brian Greer and Jeff Meigs from TaxConnex. In this podcast, we’ll be exploring different aspects of sales and use tax. So whether you’re a tax pro or a novice, in industry, school or a practicing CPA, tune in and join us as we attempt to simplify the complexity of the sales tax world. This is ‘It Depends.’ Because with sales tax, there is rarely just one answer. And often that’s our answer to many questions – it just depends. Brian - Chi ...
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The Agile Attorney podcast teaches legal professionals how to streamline their legal workflows using the principles, practices, and tools of the Kanban Method. Join Accredited Kanban Trainer and award-winning legal operations professional John E. Grant as he shares the keys to implementing effective strategies, practices, and technologies to drive true efficiency in your legal processes. For more information on how John can help you develop an agile mindset and bust through your legal delive ...
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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
Alyssa Lang
Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workfl ...
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Felicia King is an internationally recognized CISO and considered to be one of the top network layer security strategists in the U.S. Since launching in 2004 on the WGTD network, her Breakfast Bytes podcast has focused on information security risk management and the issues business leaders need to be aware of to benefit from the challenges others have faced. Learn about the most effective approaches, what you can do to mitigate risk, and how to protect your most valuable assets, your data, a ...
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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 ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
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The Clinical Entrepreneur podcast is for healthcare practitioners who want to turn their clinic into a thriving business and create a life they love. We talk about marketing strategies, building the right team, family, work-life balance, where to find your perfect patient and when to wear your CEO hat. Full of practical information, humor, and a hefty dose of motivation, host Ronda Nelson will inspire you to take massive action toward creating an authentic business you can be proud of — and ...
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Women face a unique set of challenges - from caring for aging parents to raising children - all while trying to maintain a career and a semblance of work-life balance. It can be overwhelming, and it's all too easy to put your own needs and finances on the back burner. We believe that every woman deserves to feel financially empowered and secure. Our podcast is designed specifically for women like you - women who are ready to take charge of their finances and their future. Host and financial ...
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Execs, sales leaders, and aspiring sales managers: Ready to create a healthy, high-performance sales culture and drive significant long-term sales growth? Had it with the noise and nonsense that passes for sales advice today and the nonstop pitches promising you a new hack, trick, or tool to solve all that ails your sales? Join practitioner, speaker, coach, and globally trusted sales expert Mike Weinberg, author of the bestselling and most reviewed sales management book, for straight talk, b ...
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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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Legal Talk Network On the Road covers the latest conferences, bar meetings, industry events, and trade shows. Recorded live from the conference room floor, our hosts interview bar presidents, committee and section chairs, and other leaders to offer an exclusive look at the biggest events in legal, as well as what is on the horizon for those who practice law.
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Are you tired of the hassle and stress of managing your accounting practice? Look no further than Taxaroo - the ultimate practice management solution designed specifically for accounting professionals like you. Taxaroo is your one-stop platform to revolutionize the way you run your accounting practice. Say goodbye to the chaos of spreadsheets, scattered client data, and manual invoicing. With Taxaroo, you can effortlessly streamline your practice, boost productivity, and provide top-notch se ...
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Concierge Medicine Today's "DocPreneur Leadership Podcast" has become a trusted voice and is a recorded history of membership medicine in all it's various forms. From Concierge Medicine to Direct Primary Care (DPC) and everything in between it unpacks unique entrepreneurial insights in healthcare ranging from hospitality in healthcare from a patient perspective to interviewing healthcare leaders, Physicians, PAs, NPs, insurance and payor connections, attorneys, interior designers and more. T ...
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In organizations around the world, leaders are facing a deluge of urgent issues: a crisis in employee engagement, the need to make workforces more diverse, and the challenge of making workplaces feel human in an era of increasing dependence on technology and remote communication. At the NeuroLeadership Institute, we believe brain science can help provide solutions. Join us on Your Brain At Work, the official podcast of the NeuroLeadership Institute — where top researchers and thought leaders ...
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As a homeschooling entrepreneur, you are uniquely positioned to impact the Kingdom of God both deep, through your investment in your children, and wide through your business. And yet guilt, frustration and overwhelm can hold you back from all that God has for you. As a mama of four with almost a decade of practice both homeschooling and as an entrepreneur, Anna McLaughlin understands the unique challenges you face. With a heart to see women of God living transformed lives filled with joy, pe ...
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A podcast series on running a successful and sustainable advice business, brought to you by Professional Planner
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Featured in Wealth Professional Canada’s 2019 “Top 50 Advisors”, Kelvin Rampersad has been a respected and valued member of the financial industry for the past 30 years. Kelvin started his career in 1988 dedicating himself to making sure his client’s financial health was well looked after. Over the years Kelvin has built a successful practice by analyzing the specific financial needs of each client and the goals of their families. He goes above and beyond to educate and motivate his clients ...
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Transform your accounting workflow with Taxaroo's cutting-edge task management software designed exclusively for accountants. Say goodbye to the chaos of tax season and embrace a seamless and efficient approach to managing your tasks. Our intuitive platform streamlines your daily operations, allowing you to prioritize, delegate, and track tasks effortlessly. With customizable features tailored to meet the unique needs of accountants, Taxaroo ensures that you stay on top of deadlines, collabo ...
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AWS Bites is the weekly show where we answer questions about AWS! This show is brought to you be Eoin Shanaghy and Luciano Mammino, certified AWS experts.
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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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Take the hassle out of tax season and boost your small firm's financial efficiency with Taxaroo's cutting-edge tax software. Designed exclusively for small businesses, Taxaroo simplifies tax preparation, filing, and compliance, saving you time and money. Our user-friendly interface makes tax management a breeze, allowing you to focus on growing your business. Say goodbye to stress and hello to financial peace of mind - choose Taxaroo for small business success. For more detail visit us at ht ...
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Taxaroo is the cutting-edge tax practice management platform designed to revolutionize the way you run your tax business. Say goodbye to the hassle of managing client data, appointments, and documents manually. With Taxaroo, you can efficiently streamline your operations and focus on what matters most – delivering exceptional tax services. Key Features: Client Management: Easily organize client information, track communications, and access historical data in one central hub. Appointment Sche ...
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Supermanagers, brought to you by the team at Fellow, is the podcast for leaders who want to build organizations with exceptional management practices. Join Aydin Mirzaee, CEO at Fellow, as he uncovers the innovative strategies, bold decision-making, and insightful perspectives that drive world-class executives in building and scaling successful and productive organizations. We’ll be covering topics on: Operational excellence Leadership Remote and Hybrid work Scaling teams & organizations Wor ...
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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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Inspired and Intentional Business Podcast - Open Book Management, Business Vision, Employee Engagement, Balancing Profit and Social Impact
Todd Reed, Curator, Creator, and Conspirator Balancing Profit and Social Im
In the United States, according to Gallup, nearly 70% of employees are not engaged in their work. Disengagement negatively affects profitability and productivity. I believe there are 3 ways businesses can improve engagement. One, they inspire with a clear vision. Two, they practice open-book management. Three, they intentionally build collaborative, accountable, strength-focused teams. My intention is to inspire owners considering a new way to run their business and to encourage those curren ...
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An ongoing series with Pareto Systems and Duncan MacPherson. At the airport, in an Uber, or where ever he might be, Duncan will deliver timely and action insights from his daily consultations, meetings and events. This podcast has been re-named to 'Pareto Systems: From-the-Field' and was formerly 'Duncan MacPherson - From the Field'. Video versions of these videos are available on the Pareto Systems YouTube Channel.
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Are you a Christian homemaker who wants to stop feeling overwhelmed, end perfectionism, and learn to love what must be done? Listen to the stories of moms who have embraced cheerful, competent homemaking. You can, too.
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What’s next in Practice Management systems
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It’s almost 50 years since the first practice management computer system became available for small to medium accounting firms. The core functionality of tracking work and billing clients continue but systems have evolved to provide a host of other insights and functions to significantly improve practice performance. David will highlight the change…
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Quint and Allie talk about zero interest loans and if you should have them.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Managing workflow and creating effective accountability is fundamental to ensuring well-managed workloads, reduced turnaround times, higher team satisfaction and job recovery. David will highlight how and why a team structure based around small teams has been the foundation of success for many firms. PRESENTED BY: David Smith…
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Michelle is off today, so she can spend quality time with her first Grandbaby!! Matthew Fulton and Dan discuss the most recent updates to QB Online and tackle some common questions that occurred in the QB Power user FB Group QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants p…
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#055: Strata Stories - Why PT Clinics Fail (Feat. Rafi Salazar)
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On this episode of Strata Stories, we talk with Rafael Salazar the owner & CEO of ProActive Rehab & Wellness We dive into: 1. Identifying & mitigating choke points within your clinic’s cash flow 2. The importance of cash reserves 3. And why you MUST be thinking about diversifying revenue streams Strata Stories are conversations between Strata's CEO…
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34 - Mastering Social Media and Strategic Marketing for Accounting Firms with Alyssa Dillon
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In this episode of "Business Beyond Borders," Laurence Whittam sits down with Alyssa J. Dillon from Money Maker Mastermind. Alyssa shares her journey of helping accounting firm owners achieve significant growth by leveraging social media and strategic marketing. In this episode, you will be able to: Learn How to Leverage Social Media for Growth: Di…
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Motherhood is more valuable than your business (with Haley Williams!)
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Find Homemaking 101 here: https://shop.simplyconvivial.com/product/homemaking101/ Haley Williams, host of the Kindled Podcast, reflects on the challenges and lessons learned from managing a podcast while raising five children. She discusses the initial pressures to maintain a consistent publishing schedule and the eventual shift to a more flexible …
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Welcome to another insightful episode, where we delve into a unique aspect of Polycystic Ovary Syndrome, or PCOS. The number of women being diagnosed with this condition is alarming which is why we are taking a deeper look at how to spot PCOS before it becomes a bigger problem. 🌟 But first, let’s define PCOS. PCOS is a hormonal disorder characteriz…
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Episode 228: Money Talks: Navigating Financial and Mental Health Wellness with Lindsay Bryan-Podvin
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Have you ever wondered how financial stress impacts mental health and what can be done to address it? In this episode, Melissa Joy and Lindsay Bryan-Podvin discuss the Financial Empowerment Initiative at the University of Michigan, focusing on the intersection of money and mental health. Lindsay shares insights from her work and the impact of the w…
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Identifying Team Issues and Making Strategic Changes for Success
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In this solo episode, Alyssa Lang answers a question that was submitted by one of our Instagram followers who asked, “How do you decide when and how to make changes in your team when things aren’t working out?” and that is exactly what is covered in this episode. In this episode you’ll hear: How to identify when things are not working out with a te…
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Choosing the Right Payroll Software for Scalability w/ Tim Petrey
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Welcome to the Payroll Profits Podcast, the premier podcast for payroll entrepreneurs. In this episode, host Tyler Winn, CEO and Founder of Cirrus Payroll, dives into an insightful conversation with Tim Petrey, owner of HD Growth Partners and White Glove Payroll. Tim shares his journey from starting in a small CPA firm to creating a luxury payroll …
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Quint and Logan talk about when you may need a financial advisor and how to choose one.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Join us this Wednesday for a new episode where Roger discusses mastering financial foresight with Blagoja Hamamdjiev.By Roger Knecht - Universal Accounting Center
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5 Costly Mistakes People Make Before They Retire
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Are you ready for retirement but worried you don't have enough in the back? Well, Kelvin has your back! Learn the basics of retirement so you can prepare now and relax later. Questions for next week's show or if you'd like to reach out to Kelvin, please visit... https://askkelvin.ca/By 640 Toronto
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Transforming Doctors Compensation for a Fairer and More Rewarding Life
1:11:47
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Meet Ethan A. Nkana, the visionary behind Rocky Mountain Physician Agency (RMPA), and a potential disruptor for The DocPreneur Leadership Podcast. Back in 2019, he saw that doctors were getting paid unfairly based on factors like where they went to school or their race and gender. TO LEARN MORE OR CONNECT WITH ETHAN, visit: https://rmpa.co/ Amidst …
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216 Market, Grow, Teach, and Lead with a $10M Mindset (feat. Alyssa J. Dillon)
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Episode 216 FACULTY: Alyssa J. Dillon CLASS: #SocialStudies In this episode, we explore the inspiring journey of Alyssa J. Dillon from an unwilling accounting student to a successful entrepreneur and profit strategist. Learn how Alyssa built her brand, established herself as a marketing expert, and how she now mentors accountants on leveraging soci…
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Rewind : Building a Virtual Accounting Business: Insights from Kate Josephine Johnson of Heritage Business Services
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Join us as we revisit this conversation from 2023! Welcome to another engaging episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Kate Josephine Johnson, the owner of Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses all over the United States. Kat…
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DIY Money Jr - How to Start Saving for Retirement
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Allie and Quint talk about how to get started early saving for retirement.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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*Special Episode* Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 27
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In this 27th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed litigation trends, AI applications, self-service training, and ILTACON.By Ari Kaplan
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An overview of load balancers, explaining how they distribute traffic across multiple servers and provide high availability. We discuss layer 4 and layer 7 load balancers, detailing their pros and cons. We then focus on AWS load balancers, covering network load balancers and application load balancers in depth, including their features, use cases, …
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Venus Michael: Profit First for Photographers
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are thrilled to have Venus Michael as our guest. Venus is the author of "Profit First for Photographers," a groundbreaking book designed to help photographers escape the cycle of entrepreneurial poverty and achieve financial clarity. She shares insights into common finan…
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Matt Verlaque, COO at SaaS Academy, on Enhancing Team Performance Through Healthy Conflict and Feedback
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In this episode, our host Aydin Mirzaee sits down with Matt Verlaque, COO of SaaS Academy and co-founder of High Speed Ventures. Matt’s unique career journey spans over a decade in firefighting and emergency services before venturing into technology and entrepreneurship. He shares how his experiences have shaped his approach to leadership and manag…
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Your Path to Financial Freedom (w/Justin Smith, CFA, CFP) [Ep.60]
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Do you have a plan to achieve financial freedom? If so, is it realistic and are you on track? If not, how are you going to get there? In this amazing discussion with my financial advisor, Justin Smith, CFA, CFP, we'll discuss that and much more, including: How to determine if/when you need a financial advisor. What a fiduciary is and why you need t…
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How to Live and Love *Well* When You Love Someone Struggling with Addiction with Tanya Gioia
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Welcome to another episode of the She Considers a Field podcast with your host, Anna McLaughlin. In this episode, Anna is joined by Tanya Gioia from Sober On Purpose to delve into the topic of "How to Live and Love Well When You Love Someone Struggling with Addiction." Tanya offers valuable insights on why it's important not to try to be your spous…
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025. Following Your Law Firm Strategic Plan with Melissa Shanahan
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Melissa Shanahan, founder of Velocity Work and host of The Law Firm Owner Podcast, teaches her clients a planning and accountability method she calls Monday Map/Friday Wrap. This method highlights some vital parts of the Agile practices of weekly planning and weekly review meetings. Monday Map/Friday Wrap is about creating micro-feedback loops with…
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Scaling to 7 Figure: 💡Enhancing Your Fractional CFO Services | Michael King
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Today I’m speaking with Michael King: Michael is the CEO of KFE Solutions, which is the top rated Fractional CFO firm in Dallas, Texas. He’s also the creator of The CFO Accelerator, where he helps Accountants and fractional CFOs start, scale, and optimise their advisory services. He is also the host of, The CFO Report, where he shares tips, tricks,…
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33 - Enhancing Firm Security and Efficiency: Expert Tips and Strategies with Roman Kepczyk
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Join Laurence Whittam and Roman Kepczyk as they explore essential cybersecurity and talent management strategies for accounting firms. Learn about the AICPA cybersecurity checklist, the importance of regular security training, and the benefits of hybrid and remote work models. In this episode, you will be able to: Understand the importance of regul…
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32 - Enhancing Firm Security and Efficiency: Enhancing Firm Security and Efficiency: Expert Tips and Strategies with Roman Kepczyk
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Join Laurence Whittam and Roman Kepczyk as they explore essential cybersecurity and talent management strategies for accounting firms. Learn about the AICPA cybersecurity checklist, the importance of regular security training, and the benefits of hybrid and remote work models. In this episode, you will be able to: Understand the importance of regul…
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I spoke with Steve Orrin, the Federal Chief Technology Officer for Intel Corporation, where he leads Intel's Federal and Public Sector Solution Architecture, Strategy, and Technology engagements. We discussed how public and private sector organizations are dealing with the rise in cybersecurity attacks, how they can enhance their security controls …
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Quint and Daniel talk about estate planning and the best ways to title assets.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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The Evolving Role of CFOs and the Future of Accounting w/ Kevin Appleby
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In this episode of Building the Premier Accounting firm, host Roger Knecht interviews chartered accountant and COO Kevin Appleby to explore his journey from traditional accounting roles to strategic advisory positions. They delve into the changing landscape of the CFO’s responsibilities and the future of accounting in the age of automation and AI. …
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Biblical homemaking v. worldly feminism (with Haley Williams!)
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18:23
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Get Homemaking 101 here: https://shop.simplyconvivial.com/product/homemaking101/ Mystie Winckler and Haley Williams chat about managing home and family life from a biblical perspective. Feminism has poisoned our view of homemaking more than we realize, and Haley shares how she's seen that in her own life. They also discuss the challenge of balancin…
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#054: Strata Stories - The Next Generation of PT Clinic Models (Feat. Jake Irwin)
41:32
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On this episode of Strata Stories, we talk with Jake Irwin, the owner of Pro Performance PT. We dive into: 1. The advantages of paying clinicians on a per visit basis 2. Shifting the risk and reward from owners to therapists 3. Why every therapist is a sales person 4. Tactical advice on how therapists can generate clients for themselves 5. And last…
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I remember sitting behind my desk in a big, empty office, feeling overwhelmed with the amount of work I had to do. As a solo practitioner, I knew I needed to hire help but the thought of adding the extra expense felt completely overwhelming. 🏤 I finally broke down and hired someone but she just couldn’t keep up so I not-so-professionally let her go…
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Episode 227: Mortgages in a High-Rate Environment with Erica Powers
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The rates are high in the mortgage world. There’s no denying it! In this chat, Melissa Joy dives into the ever-changing landscape of mortgages with guest Erica Powers, CMPS®, CDLP®, NMLS#739673. First Merchants Bank is an Equal Housing Lender and a Member FDIC. We’ll spill the beans on today’s mortgage scene, chat about savvy refinancing moves, and…
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Quint and Logan talk about the purpose of fast cash and how to keep it.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Best Practices for International Subsidiary Management
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I spoke with Nicolas Leroux, the Founder and CEO of Odyssey, a global corporate governance services provider. We discussed how the demand for in-house legal services has changed, the benefits of outsourcing legal entity management, and good governance practices for international subsidiary management.…
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Avidbank Focuses on Startup Banking Services
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Sam Bhaumick, EVP of Venture Lending at Avidbank (https://www.avidbank.com), explains how Avidbank offers venture debt and cash management services to startups.Learn more about why we are one of the best accounting, tax and bookkeeping firms serving VC-backed companies by visiting the Kruze Consulting reviews page. Or, visit the Kruze website to fi…
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Having joint accounts in a marriage is very useful for couples, and can become very resourceful in the future of the relationship. Are you deciding as a couple to join together and save your money in a joint account. ? You'll get a lot of helpful tips and information in this episode this week. Questions for next week's show or if you'd like to reac…
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By Editor, Concierge Medicine Today I have a unique seat on the bus in our healthcare culture to speak to Physicians from all walks of life. From early startups to late retirements, it's a fun job for the most part, pouring into Physicians' lives and sharing their thoughts on running a successful practice with you. Once a quarter, we write a letter…
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215 Cracking the Code in Creating a Happy Accounting Firm (feat Samantha Musser, CPA)
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Episode 215 FACULTY: Samantha Musser, CPA CLASS: #TheGuide In this episode of Accounting High, we sit down in the guidance counselor’s office with Samantha Musser, CPA also known as 'The Happy Accountant'. Samantha shares her journey from studying fashion merchandising to becoming a CPA and starting her own accounting firm. She discusses the key to…
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Rewind : Unveiling the Secrets of QuickBooks with Alicia Katz Pollock
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Join us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this captivating episode, Roger sits down with Alicia Katz Pollock, a distinguished QuickBooks Online expert, coach, speaker, author, and entrepreneur. Alicia's journey into the world of accounting began with her fas…
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Strategies for Managing a Sales Tax Audit
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For many businesses, an audit is one of the most intimidating things that can happen. But the reality is, thousands of businesses are audited each year, sometimes for no reason at all. In this episode, we're covering how to manage the sales tax audit process and you'll learn a few things to keep in your back pocket, just in case you find yourself i…
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Navigating the AI Frontier: Caution, Control, and Opportunity
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Good morning, you're listening to Breakfast Bytes, and I'm Felicia King. Today's episode takes a deep dive into the world of artificial intelligence, offering a perspective that challenges the mainstream narrative. Instead of jumping on the AI bandwagon, we'll explore the importance of cautious engagement and risk management when dealing with this …
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Quint and Allie talk about what you should use on a daily basis.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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The unique aspects of pig farm accounting
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32 - Outsourcing Success: A July 4th Special with Laurence Whittam
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Celebrate Independence Day by equipping your firm with the right strategies and tools for a successful outsourcing journey! In this special solo episode, Laurence Whittam dives into the critical topic of outsourcing and offshoring for firms. He covers practical steps for firms at different stages of their outsourcing journey, from those just starti…
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Chad T. Jenkins: Transforming Traditional Businesses into Lucrative Ventures
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we have the pleasure of hosting Chad T. Jenkins, a lifelong entrepreneur and visionary known for reshaping businesses to deliver remarkable returns. Chad introduces his innovative FILM methodology, which stands for Friction, Identification, Leverage, and Market. He coaches …
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The 5 Frogs Leaping Journey To Growth With Brenda Reynolds
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Change is inevitable. The question is, how can we use it as a reset moment for moving toward greater resilience? 2x Amazon Bestselling Author, Brenda K. Reynolds, asserts that certainty and stability aren't the answer to making great leaps—change and disorienting events are! Reynolds, a leadership and organization consultant and TEDx speaker, share…
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