Best Alicia Katz Pollock Podcasts (2024)

1
Alicia Katz Pollock: Create a Human-Centric Business | The Disruptors 59:07

7d ago59:07

59:07

The Disruptors With Liz Farr Alicia Katz Pollock proves that you don’t need an accounting degree or formal bookkeeping training to be a hugely helpful resource for the QuickBooks community. SHOW NOTES here | MORE PODCASTS and VIDEOS: Nancy McClelland: Be the One Your Clients Ask First |Alan Whitman: Stop Accepting the Status Quo | Sean Duncan: Disc…

1
End of an Era 29:23

29m ago29:23

29:23

In this episode, Hector takes the mic alone to delve into the significant changes in the QuickBooks ecosystem as Intuit phases out new licenses for QuickBooks Desktop Pro and Premier. He explores the implications for existing users, the shift towards QuickBooks Online and Enterprise solutions, and shares personal insights on the emotional impact fo…

1
Kelly Mann: Be the Bull in the China Shop | The Disruptors 55:55

4h ago55:55

55:55

Stop following SALY. Think about what you are trying to accomplish. Plus 17 key takeaways. The Disruptors With Liz Farr Kelly Mann wants firms to stop relying on SALY – same as last year – for everything: “Everything is same as last year, the way we give bonuses to people, the way we split partner compensation, the way we monitor hours, the way we …

1
Korby Boswell: Three Pieces of Advice for CPA Firm Managing Partners | Capstone Conversations 32:58

20h ago32:58

32:58

Capstone Conversations With Jean Caragher For CPA Trendlines According to Korby Boswell, Adams Brown's senior marketing and growth manager, successful accounting firm marketing lies in effective project management, smart content marketing, and producing solid sales leads. Full episode note here | More Capstone Conversations here | Follow Jean Carag…

1
Kristin Murray & Jennifer Wilson: Best People Practices for Smail Firms | Gear Up For Growth 33:34

4d ago33:34

33:34

Balancing growth, profits, culture, and staff retention. Gear Up for Growth. With Jean Caragher. For CPA Trendlines. “Probably no surprise, the greatest challenge to growth in this industry is attracting and retaining talent,” said Kristin Murray, managing partner of Weinstein Spira. “Without that, there is no growth, and given the landscape of our…

1
Intuit Enterprise Suite - What We Know 55:37

5d ago55:37

55:37

Alicia and Hector dive deep into Intuit's newly announced Enterprise Suite, breaking down its features and potential impact on mid-market businesses. They discuss the platform's advanced multi-entity management capabilities, enhanced project tracking for construction companies, and the introduction of customizable dimensions. The hosts also specula…

1
Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision | Accounting ARC 30:51

6d ago30:51

30:51

Leadership beyond control means empowering others to succeed and, of course, eating last. Accounting ARC With Byron Patrick and Donny Shimamoto Center for Accounting Transformation This episode of Accounting ARC offers a candid discussion on leadership with Byron Patrick, CEO and founder of VERIFYiQ, and vice president of Client Success at The B3 M…

1
Joe Kovacs: Why the Digital Brand Experience is Essential | Capstone Conversations 38:40

8d ago38:40

38:40

Capstone Conversations By Jean Caragher For CPA Trendlines The greatest challenge in marketing CPA firms is understanding the role of technology and how different generations of clients and prospects want to engage, Joe Kovacs, marketing and biz dev director at Councilor, Buchanan & Mitchell, tells Jean Caragher in this episode of Capstone Conversa…

1
Mike Sylvester, Ryan Pulice: The Joys of Firing Bad Clients | Gear Up For Growth 37:25

11d ago37:25

37:25

Gear Up for Growth With Jean Caragher For CPA Trendlines Demand for tax services emboldens CPAs to fire clients and deliberate about the clients they choose to work with. Two practitioners share their strategies for accepting new clients through structured intake forms and firing clients who are not a good fit for their firms in this episode of Gea…

1
Exactly What to Say to Accountants 32:45

14d ago32:45

32:45

Hector and Alicia dive into the transformative power of language in accounting practice management. Drawing inspiration from Phil M. Jones' book "Exactly What to Say," they explore key phrases and communication strategies that can significantly improve client relationships, pricing discussions, and overall business growth. Through real-world exampl…

1
BYU Students Launch TechHub Accounting Ed Platform | Know How Korner 32:20

12d ago32:20

32:20

Know How Korner With Donny Shimamoto. Center for Accounting Transformation In a world where technology evolves at lightning speed, staying ahead of the curve is crucial for professionals in any field, especially accounting. Recognizing this need, a group of ambitious students from Brigham Young University has created TechHub.training — a free onlin…

1
Nancy McClelland: Be the One Your Clients Ask First | The Disruptors 1:32:09

14d ago1:32:09

1:32:09

Rely on your professional network for answers you don't know. The Disruptors With Liz Farr Nancy McClelland never intended to start a firm, but after leaving a toxic work environment, she took on a few part-time gigs. Because she’d never worked at a CPA firm, she built her firm “the way it made sense” without bumping up against the traditions of “T…

1
Carrie Steffen: The Two New Superpowers Leaders in Accounting Didn't Know They Needed | Capstone Conversations 34:47

15d ago34:47

34:47

Plus: The marketing myths that plague accounting firms. Capstone Conversations. With Jean Caragher For CPA Trendlines Being a managing partner is tough enough, but now accounting firm leaders must master two new superpowers. And CPE won't help. Complete show notes here. | Get more Capstone Conversations every Monday. | Follow Jean Caragher on CPA T…

1
Brenda Sleeper: The Journey to the Hall of Fame | Capstone Conversations 28:02

15d ago28:02

28:02

Capstone Conversations Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. With Jean Caragher For CPA Trendlines Brenda Sleeper reflects on her path to the Association for Accounting Marketing Hall of Fame, where she joins an elite few as Bruce W. Marcus Lifetime Fellowship Members. Brenda …

1
How to Future-Proof the Accounting Profession | Accounting Influencers 54:54

16d ago54:54

54:54

Accounting Influencers with Rob Brown Is the accounting profession facing an identity crisis? Can it adapt to meet the demands of a rapidly changing business landscape? Rob Brown brings together a panel of industry experts to discuss the future of accounting. Jeff Phillips, Maureen Dillmore, Samantha Louis, and Sandra Wiley share their perspectives…

1
Tom Hood: When Your Mindset Is Your Biggest Problem | Gear Up for Growth 34:10

18d ago34:10

34:10

Gear Up for Growth With Jean Caragher Capstone Marketing Investing in learning and development is essential for retaining and attracting staff. Developing a curriculum that includes both technical and success skills can help firms address the current talent shortage and prepare their employees for higher-value roles. Complete show notes here More C…

1
Misc. Musings on QuickBooks | Sept 2024 57:14

19d ago57:14

57:14

Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accou…

1
In-Person Conferences Still Crucial for Accounting Professionals | ARC 26:36

19d ago26:36

26:36

Despite the rise of virtual events, live conferences remain essential for career growth and relationship-building in the accounting industry. Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation Join Donny Shimamoto, Liz Mason, and Byron Patrick as they dive into the importance of attending in-person…

1
Alan Whitman: Stop Accepting the Status Quo | The Disruptors 57:31

21d ago57:31

57:31

The firms that shift from billable hours to value outcomes will win. The Disruptors With Liz Farr Alan Whitman wants to break the mold of public accounting. He wants to put an end to the billable hour and the siloed practices that characterize the way many firms have operated for decades. As Whitman says, “we’re here to serve clients, we’re here to…

1
Bethany Silvis: Success begins with Trust | Capstone Conversations 19:09

22d ago19:09

19:09

Capstone Conversations With Jean Caragher What fun it is speaking with Bethany Silvis, marketing supervisor for Kerkering, Barberio & Co., who was named the Association for Accounting Marketing Rookie of the Year. Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean…

1
Joey Havens: The Role Culture Plays in Firm Growth | Gear Up for Growth 29:23

26d ago29:23

29:23

Gear Up for Growth With Jean Caragher Capstone Marketing “It's probably impossible to have exponential growth without a strong culture,” says Joey Havens, author of the Amazon bestseller, "Leading with Significance: How to Create a Magnetic People-First Culture," appearing on Gear Up for Growth, hosted by Jean Caragher, president, Capstone Marketin…

1
Intuit Dome Is the Future 38:11

26d ago38:11

38:11

This Unofficial QuickBooks Accountants Podcast episode explores the new Intuit Dome in Los Angeles, highlighting its advanced technology and Intuit's strategic investment. The hosts discuss the venue's features, financial aspects, and potential impact on Intuit's brand. Sponsors Fishbowl - https://uqb.promo/fishbowl Melio - https://uqb.promo/melio …

1
Art Werner: Post-Mortem Estate Planning | Quick Tax Tip 1:28

26d ago1:28

1:28

Quick Tax Tip With Art Werner CPE Today Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.

1
Steve Yoss: An Accountant's Detailed Guide on Databases, Integration, and Data Sharing | Quick Tech Talk 1:49

26d ago1:49

1:49

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
Non-Accountants in Accounting: A Game-Changer for the Profession | ARC 25:47

27d ago25:47

25:47

Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation In this episode of Accounting ARC, Donny Shimamoto, Byron Patrick, and Liz Mason dive into the often overlooked but crucial role of non-accountants in the accounting industry. Discover how non-accountants contribute to the evolution of accounting f…

1
Sean Duncan: Discover Your Own Genius | The Disruptors 1:16:32

28d ago1:16:32

1:16:32

There aren’t enough of us to help everyone who needs our help. The Disruptors With Liz Farr What would work look like if it reflected your passions? “Imagine,” says Sean Duncan, CPA, “if you worked with the people that you loved working with, talking about the things that you love talking about, and you made a living and helped them?” As Duncan say…

1
Mark Koziel: Transforming the CPA Firm Business Model | Gear Up for Growth 39:10

1M ago39:10

39:10

Gear Up for Growth With Jean Caragher Capstone Marketing In this Gear Up for Growth episode, Mark Koziel, president and CEO of Allinial Global, tells Jean Caragher that CPA firms must move toward a corporate business model, or they could fail to grow or worse. More CPA Trendlines podcasts here | More Jean Caragher here “Every partner that's nearer …

1
Intuit's FY 2024 Earnings 46:19

1M ago46:19

46:19

Hector and Alicia dive deep into Intuit's latest earnings report, breaking down the company's financial performance across its various platforms. They explore Intuit's strategic shifts, including the rebranding of its small business group and the push towards AI-driven expert platforms. The hosts also discuss the potential for new personal finance …

1
Rubik Yeriazarian: Small Firms, Big Opportunities in Forensics | Accounting ARC 27:45

1M ago27:45

27:45

Accounting ARC With Donny Shimamoto Center for Accounting Transformation For many accounting professionals, the Big Four firms represent the pinnacle of success—a destination for those with high aspirations. But for Rubik Yeriazarian, CPA, CFE, CFF, they were just the beginning. Specializing in forensic accounting, Yeriazarian knew from his college…

1
Allison Schlegelmilch: Leadership Lessons from Firm Mergers | Capstone Conversations 30:55

1M ago30:55

30:55

Capstone Conversations Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. By Jean Caragher For CPA Trendlines I was delighted to have a Capstone Conversation with Allison Schlegelmilch, director of marketing at RKL LLP and an Association for Accounting Marketing Marketer of the Year. Follo…

1
Allan Koltin: How Small Firms Battle PE-Powered Competitors | Gear Up for Growth 38:43

1M ago38:43

38:43

Gear Up for Growth With Jean Caragher For CPA Trendlines “More than half of the CPA firms in the country won't qualify to be part of private equity,” says Allan Koltin, CEO of Koltin Consulting, appearing on Gear Up for Growth, a new show hosted by Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines. Follow Jean Caragher o…

1
QBO Payroll Updates August 2024 1:01:01

1M ago1:01:01

1:01:01

Hector and Alicia dive deep into QuickBooks Online's new payroll impounding feature, discussing its implications for small businesses and accountants. They explore the pros and cons of QBO Payroll compared to competitors like ADP and Paychex, and speculate on upcoming features. The hosts also share insights about the upcoming Intuit Connect confere…

1
Art Werner: Estate Planning For Non-Traditional Clients | Quick Tax Tip 1:37

1M ago1:37

1:37

Quick Tax Tip With Art Werner CPE Today Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.

1
Steve Yoss: Charting, Graphing, and Mapping Data Made Easy | Quick Tech Talk 1:49

1M ago1:49

1:49

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
Ingrid Edstrom: True Wealth is Not Financial | The Disruptors 53:34

1M ago53:34

53:34

Work-life balance means integrating work and life so that the work we choose to do expresses who we want to be in the world. The Disruptors With Liz Farr Ingrid Edstrom wants accounting to be not just a more sustainable profession but one that’s regenerative. “This idea of sustainability is really operating from the idea that things can continue to…

1
AI Will Steal Your Job. And That's a Good Thing | Accounting ARC 33:24

1M ago33:24

33:24

Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation Few industries are poised for a dramatic transformation as accounting in the rapidly advancing world of artificial intelligence. This episode of the Accounting ARC show, "AI Will Take Your Job—And That's a Good Thing," explores the impending shift,…

1
Art Werner: Tax Planning for Form 1040 | Quick Tax Tip 2:02

2M ago2:02

2:02

Quick Tax Tip With Art Werner CPE Today Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.

1
Artificial Intelligence Part 1 45:12

2M ago45:12

45:12

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss the impact of artificial intelligence on the accounting profession. They explore how AI is changing bookkeeping processes, the challenges and limitations of current AI implementations in accounting software, and the need for accountants to adapt their roles.…

1
Caleb Jenkins: Firm Growth Requires Owners to Shift Roles 42:34

2M ago42:34

42:34

Leave the stone age behind. Join the new paradigm. The Disruptors With Liz Farr When Caleb Jenkins was eight, he started selling cookies to his dad’s firm during tax season. His dad told him, “For me to pay you, I need you to create an invoice for me.” So Jenkins set up his own QuickBooks file and has been playing with QuickBooks ever since, and ev…

1
Steve Yoss, Quick Tech Talk: Connect, Transform, and Analyze Data Like a Pro with Power Query Basic 2:08

2M ago2:08

2:08

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
The Right Kind of Lazy: Innovative Approaches to Streamlining Workflows | Accounting ARC 31:29

2M ago31:29

31:29

ARC hosts discuss redefining efficiency in the accounting profession and when it pays to 'slack off.' Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP and CGMA discuss an unconventional yet powerful concept: the r…

1
Steve Yoss, Quick Tech Talks: Advanced Data Visualization Techniques in Excel 2:09

2M ago2:09

2:09

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

1
QuickBooks Karma? Financing Your Estimates 49:03

2M ago49:03

49:03

This episode discusses a new feature in QuickBooks Online that offers financing options to customers directly through estimates and invoices. The hosts, Alicia and Hector, initially express concerns about privacy and potential predatory lending practices but later discover that the feature is optional and controlled by the business owner. They spec…

1
Accountants in Pop Culture: Myths, Realities, and Stereotypes - Accounting ARC 24:53

2M ago24:53

24:53

From "The Office" to "Parks and Recreation," listen in on how TV and movies shape our view of accountants. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Accountants are often depicted in popular culture in ways that range from humorous to downright exaggerated. In a recent episode of ARC, hos…

1
Jody Grunden: Be Different. Make More Money. 56:34

2M ago56:34

56:34

Prove the naysayers wrong. The Disruptors With Liz Farr In 2013, Jody’s firm, Summit Virtual CFO, became one of the first financial firms in the world to go fully remote. At the same time, they narrowed their focus to creative agencies. Those two changes, combined with a weekly subscription pricing model they’ve been using since 2007, resulted in a…

1
Dawn Brolin: Grow Your Firm By Shrinking It 1:18:20

2M ago1:18:20

1:18:20

Make life at work better for yourself, your team, and your clients. The Disruptors With Liz Farr Dawn Brolin, CPA, CFE, intentionally shrank her firm, Powerful Accounting, from 11 to three team members, the opposite of the way most firms grow. She also drastically cut her client list, while nearly tripling her fees from a select group of just 19 cl…

1
Chris Hervochon: Be the Leader You Want to Work For 55:59

2M ago55:59

55:59

Build a firm for your tribe. The Disruptors With Liz Farr Chris Hervochon is building his firm, Better Way CPA, “in a very specific way, for our tribes.” He explains, “Not everyone needs to be our customer, not everybody’s our tribe, not everybody needs to be our employee.” Leading with their core values, the process for bringing on new customers a…

1
Outsourcing Overseas 38:58

2M ago38:58

38:58

Hector and Alicia discuss outsourcing in the accounting industry. They explore the economic implications, educational aspects, and potential benefits and drawbacks of outsourcing accounting work to other countries. The conversation evolves from discussing the immediate impacts of outsourcing to broader topics like educational reform and the need to…

1
Accounting ARC: Exploring AI's Role in Modern Accounting 31:27

2M ago31:27

31:27

Stringent ethical oversight and proactive regulation are needed as AI becomes more integrated into daily life. Accounting ARC With Donny Shimamoto and Liz Mason Center for Accounting Transformation Hosts Liz Mason, CPA, and Donny Shimamoto, CPA/CITP, CGMA, explore the evolving role of artificial intelligence (AI) in the accounting profession, focus…

1
Archos Advisors: A Structured Approach to Change Management 39:55

2M ago39:55

39:55

Innovation Insights Center for Accounting Transformation With Donny Shimamoto Center for Accounting Transformation Managing change effectively is crucial for organizational success in a rapidly evolving business landscape. In the latest episode of Innovation Insights, Donny Shimamoto, CPA.CITP, CGMA, hosts Diane Brown, Managing Principal, and David…

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Alicia Katz Pollock Podcasts

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