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Strategy and the Virtual Controller

Penny Breslin & Damien Greathead

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Your hosts Penny Breslin and Damien Greathead have more than 30 years of combined experience in the accounting industry. This podcast is to share their experiences of working in, and consulting to accounting and bookkeeping firms of all sizes, helping them grow. Nothing discussed will be rocket science, instead they'll be discussing 'how' firms have successfully, and not so successfully, pursued growth. Penny and Damien will be sharing their insights on how firms can be successful by focusin ...
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About Penny Breslin and MoneyPenny, LLC: Penny Breslin is the founder of MoneyPenny, a consulting firm specializing in helping accounting firms and other businesses embrace the power of technology to simplify their operations and increase their profit margins. Penny has been recognized by Worldwide Who’s Who for showing dedication, leadership, and …
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About Ken Reda and Profit Advisory Group: GAIN THE EDGE YOU NEED AND WANT CFO's at some of the most savvy Fortune 1000 businesses save hundreds of thousands of dollars each year by employing this one critical move. They engage the wisest cost management ninja's in the business: Profit Advisory Group. PAG is a nimble, precision-obsessed team of cost…
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About Franklyn Baker and United Way of Central Maryland: Cross-functional nonprofit management executive with over 28 years of experience in strategic planning, business operations, process improvement, change management, financial and data management, proposal and product development, health policy and promotion, legal affairs, clinical programs o…
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About Bill Hinshaw and Cobol Cowboys: Experienced Founder and CEO with a demonstrated history of working in the information technology industry. Proven expertise in systems architect, development, integration and support of mainframe software for banking and state government. Experienced in starting companies for software design, development, suppo…
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Are you maximizing your firm's potential by effectively marketing your services, even when you're swamped with work? In this episode of "Strategy and the Virtual Controller," Penny Breslin interviews Damien Greathead about marketing for accounting firms. They discuss the importance of maintaining an updated and specific website, effective client co…
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About Anthony & Peter McKelvy and Northern Re: Peter is the co-founder and Managing Partner of Northern Re, a New York and Cayman based alternative asset group focused on securitizing risk in the casualty reinsurance space. He is responsible for the firm’s financial strategy and developing a modern tech stack to drive evolution in the space. Peter …
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About Jodie Lichtenstein and Fastback Refunds: Jodie Lichtenstein is the CEO and co-founder of Fastback Refunds. From personal experience Jodie recognized a gap in the antiquated online merchandise refund process when she found herself waiting up to 3 weeks for thousands of dollars in returned wedding guest dresses. She founded the instant refund p…
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Are you leveraging data effectively to close the gap between your business goals and your current performance? In this episode, co-hosts Damien Greathead and Penny Breslin interview James Childress, a former CPA who transitioned his firm to focus exclusively on advisory services. James shares his journey from a traditional CPA firm to specializing …
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About Sam Geha and Infineon Technologies: As an accomplished executive in the semiconductor industry, I bring a wealth of experience and expertise to the organizations I work with. My name is Sam Geha, and in my current role as EVP of IoT, Compute & Wireless business at Infineon Technologies, my goal is to understand the needs of our partners and d…
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About Colleen Chapman and CanScribe Career College: Thrive at starting, building and running businesses. Provide business consulting on a limited basis. Past experience in The Ad Agency biz exposed me to a great number of companies and industries. Some of these include: Pharmaceuticals, Mining, Forestry, Tourism, Home Decorating, Public Sector, Non…
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About Federico Checo and Perfect Wellness Group: My job consist in business development for companies focused on SPA and bathroom's market. I have the experience to provide consulting for spa design and construction. I have an big acknowledge on those markets : - Spa on board of Cruise Ship & Yacht; - USA & Canada: Spa Market: - USA & Canada: Bathr…
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In this episode, hosts Damien Greathead and Penny Breslin delve into cybersecurity within the realm of CPA operations with guest Christophe Reglat. Christophe discusses his extensive background in managing data centers and the evolution of cybersecurity, particularly focusing on the challenges CPAs face. The conversation covers the importance of co…
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About Philip Erdoes and Bear Cognition: Philip Erdoes is the Co-Founder & CEO of Bear Cognition and Founder & CEO of Bear Ventures, where he has over two decades of experience creating and financing new enterprises. Philip is also Founder & CEO of The New Traditionalists and ducduc, US-based manufacturers of furniture and décor. Mr. Erdoes is also …
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About Wayne Goshkarian and Dylan Consulting: Wayne Goshkarian is more an entrepreneur than an insurance broker. His career in the insurance industry has been one of continuous refinement –– reinventing and improving standard practices and implementing a range of cutting-edge systems.= Today, he is the Founder and President of Dylan Consulting, LLC,…
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About Zhenya Rozinskiy and Mirigos: Dynamic, accomplished, and results-oriented business technology leader with 20+ years of technology management experience spanning the entire product/software development lifecycle. Recognized for leading the execution of technology solutions to advance the company’s competitive position, increase growth and usab…
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Are your accounting practices ready for the transformative wave of technology, or are you stuck in the compliance grind? In this episode, hosts Damien Greathead and Penny Breslin discuss the importance of transformation in accounting firms. They touch on the continuous nature of tax season, the challenges firms face in adopting new technology, and …
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About Orrin Hudson and Be Someone, Inc.: Orrin “Checkmate” Hudson is a former Alabama state trooper, Air Force veteran, and world renowned chess champion. He is the author of the #1 Amazon best seller, One Move at a Time, How to Win at Chess and Life. He is a captivating speaker/facilitator and is the founder of Be Someone, a Georgia-based nonprofi…
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Have you ever wondered how to transform the endless busy season into a well-balanced, profitable practice? This episode features an enlightening conversation with Amanda Gascoigne, who shares her insights on creating a more balanced and profitable accounting practice. The discussion covers the importance of selecting ideal clients, the benefits of …
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Damien Greathead, alongside co-host Penny Breslin, welcomes Rachel Fisch for an insightful episode that delves into the nuances of modern accounting practices, leveraging technology for growth, and the journey of niche specialization. The discussion covers Rachel's extensive background in the accounting industry, from her early days of recognizing …
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About Tim Parmeter and FranCoach: Tim Parmeter is the founder and CEO of FranCoach, a company with the goal of helping clients discover if franchise ownership is the right path for them. FranCoach is a national search firm partnered with more than 600 of the top franchisors in the country, spanning nearly 70 industries. What do you want to be when …
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About Luke Van Der Veer and Website Rental Coaching: After trying multiple business models in an attempt to create passive income, Luke invested tens of thousands of dollars in SEO training as a last ditch effort to escape Corporate America. With the goal of time freedom, he built an SEO agency, only to learn that client work was no different from …
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About Paul Scianna and Empowering Punch: Hi! I'm Paul Scianna and I'm about to make your fitness or weight loss journey a whole lot easier - and faster! Whether you're looking for weight loss, muscle gain, toning or just good old fashioned, staying in shape and healthy, I promise we do it better than anyone! We know you're busy and your dedication …
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Ever wondered how tackling the root causes of business problems instead of just the symptoms can transform your efficiency, especially during the hectic tax season? Hosts Damien Greathead and Penny Breslin discuss the crucial topic of identifying and addressing the symptoms and root causes of problems in a business process, especially in the accoun…
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How does the implementation of a daily stand-up meeting empower team members, and what role does continuous learning and training play in maintaining quality service in a rapidly evolving work environment? In this episode, Damien and Penny delve into the power of daily stand-up meetings with the team of S&N Financial in Chennai, India. The team dis…
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About Frances Harder and Fashion For Profit: Self described Fashion Designer gone insane! After designing and having my own name under license in Japan and teaching fashion for 20 plus years, I self published a series of self help books for those starting their own apparel business. Under Harder Publications: www.fashionforprofit.com Around the sam…
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About Erica Salm Rench and Rasa.io: After working in enrollment management where she focused on recruitment strategy and marketing, Erica managed a team of online marketers at the largest digital marketing company in the Gulf South. There, she supported the web development, SEO, online advertising, and content marketing teams in executing strategie…
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Are you curious about how technology is transforming the accounting profession and what skills are now essential for success in this evolving landscape? In this episode, co-hosts Damian Gracehead and Penny Breslin discuss the impact of bots on accounting, the importance of human review in automation, and how keen learners can help keep professional…
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About Robin Hills and Ei4Change: Hello and thank you for looking at my profile. My specialism is emotional intelligence focusing on the appropriate use of emotion by supporting personality and behaviour in business to increase productivity and success at work. Instead of reading my profile, here is a link to a two minute video about my skills and e…
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Explore the dynamic world of accounting and advisory services in today’s episode with Damien Greathead and Penny Breslin! In this episode, Damien and Penny delve into the intricacies of virtual controller services, discussing the evolving role of accountants in today's digital landscape. They share their experiences from QuickBooks Connect in Las V…
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About Srikar (Sam) Yeruva and Pycube, Inc.: I am on a mission to make technology accessible to hospitals. Digitizing processes in the healthcare industry can lead to significant advancements in efficiency, patient care, and overall outcomes. Our commitment is to provide value to patients and medical professionals, creating a more efficient, patient…
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How are today's accounting firms harnessing technology and AI to enhance efficiency and streamline operations? What are the cutting-edge trends in cloud-based accounting, and how can these strategies be effectively implemented in your firm? Welcome back to Strategy and the Virtual Controller! Penny Breslin and Damien Greathead dive into cloud accou…
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About Matt Plaskoff and One Week Bath: My focus is to build outstanding service companies that provide our clients with unique solutions to their remodeling and building needs. We are efficiency and value driven. Training, processes and open communication make our team members the best in the business. Specialties: Bathroom Remodeling, Custom Home …
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About Jonathan Rosenfeld, Dr. Jerry Fisher and Innovating Edge, Inc: Jonathan Rosenfeld, President & CEO OF Innovating Edge, Inc and qualified professional with experience in Strategic Branding, Fashion Marketing, Business Development, Full Service Advertising Agency, and Start Up/ Small Business Operations. Gerard “Jerry” E. Fisher, MBA, Ph.D. has…
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Are you having trouble navigating the complexities of integrating Client Accounting Services (CAS) into your accounting practice? In this episode, Damien and Penny have on Jan Haugo to dive deep into the journey of adopting CAS. They explore how this isn't just about embracing new technology but fundamentally evolving your business model to align w…
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About Azzedine Downes and International Fund for Animal Welfare: When Azzedine Downes became President and CEO of the International Fund for Animal Welfare (IFAW) in 2012, one thing was clear to him: "Talking to people who already agreed with us just isn’t enough to get real results." As IFAW’s Executive Vice President since 1997, Azzedine had work…
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How is the rise of AI and advanced technology reshaping the landscape of accounting? In this episode, Damien and Penny sit down with Jody Padar. Sharing her journey, Jody detailed her transition from joining her father's traditional firm to establishing her brand, "the Radical CPA", leveraging cutting-edge tech. She talks about April, an AI-powered…
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About Sameer Zuhad and FUNDSFORNGOS LLC: FUNDSFORNGOS is the leading source of funding information for NGOs around the world – from small grass roots organizations to large global NGOs. Visitors to the fundsforNGOs website can access a range of useful content and subscribe to our free funding alert service. Using technology, we connect NGOs to usef…
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Phishing emails are common nowadays. How aware are you of these threats? Do you know the magnitude of what these hackers can do? This episode of the podcast Strategy in the Virtual Controller dives into the story of Andrew Lassise, IT for tax professionals & bookkeepers at Rush Tech / Tech 4 Accountants. Andrew provides insight into common cyber th…
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About George Dunn and CRE8 Independent Consultants: George Dunn President & CEO CRE8 Independent Consultants,, helps organizations improve quality, governance, customer service, and efficiency through operational/process improvement, advanced technology planning, and update of IG records management programs. Assists clients as on-call Chief Process…
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About Buck Mims and National Public Safety Group: Buck is active in the ministry at Grace Church of Southern Pines, where and his wife Kimberly also counsel individuals and married couples. Buck and Kimberly are also the proud parents of two adult children and their little Shih Tzu, Layla Lu Mims. I have over 33 years in the public safety arena. Fo…
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About Lenny Gray and D2D Millionaire: I’ve been married to my best friend for 26 years, and we have 5 wonderful children. When I’m not knocking doors, I enjoy supporting my kids in their sports, dance, music, and academic activities. I’ve coached several of my kids’ sports teams. I have served faithfully in my church and prior to getting married, s…
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What are the new perspectives in technology in relation to the current financial landscape? In this episode of Strategy and the Virtual Controller, Damien and Penny discuss how accountants and financial planners are adapting to the current financial landscape in the midst of the pandemic. They share their experiences from a conference they attended…
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About Larry Kozin and MainStreet Chamber Holdings, Inc: Larry Kozin, has been creating innovative new marketing methods since leaving ArtVan Furniture in 1979 and opening up partner owned stores~up and down the west coast with his mentor, Henry Kraus of Electropedic. As the Founder of Advanced Licensing, Larry joined forces with John Bellave of 99c…
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About Wayne Goshkarian and Dylan Consulting, LLC: Wayne Goshkarian is more an entrepreneur than an insurance broker. His career in the insurance industry has been one of continuous refinement, reinventing and improving standard practices and implementing a range of cutting-edge systems. Today, he is the Founder and President of Dylan Consulting, LL…
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About Steve Vincze and TRESTLE Compliance: I deliver immediate value to Biotech, Specialty Pharma and MedTech businesses by creating precision risk assessments and compliance programs that propel growth. Based in the Boston biotech hub, I founded TRESTLE Compliance to offer partner-level expertise 100% of the time. We find a way to say yes so you c…
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About Mark Anderson and Consumer Consulting Group: Credit and Risk Management, timeshare debt removal, timeshare cancellation, Credit Repair, Identity Theft Investigation and Claim Management, FDCPA violation, Student Loan Resolution Specialist. We are a full service timeshare cancellation full fulfillment center. Whether you are brand new owner or…
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About David Barnhart and Arkisys: Have been priviledged to conceive, architect, and develop a number of very cool space projects so far in my career. My passion is in disruptive innovation through inspiration and spurring imagination in thinking, the kind that will truly change how the world uses and creates the 2nd generation of space capabilities…
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Why is it important to be trained when working with AI-driven solutions? In this episode of Strategy and the Virtual Controller, Damien and Penny discuss their recent getaways and how they managed to get back to work after taking a break. They talk about the importance of training when working with AI-driven solutions. They highlight why training i…
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About Ginette Collazo and Human Error Solutions: Ginette Collazo, Ph. D., is an Industrial-Organizational Psychologist with more than 20 years of experience specializing in Engineering Psychology and Human Reliability. These disciplines study the interaction between human behavior and productivity. She has held positions leading training and human …
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About Theron Whitney and Xibeo: Working with companies to build a bigger brand awareness at trade shows and can assist on a wider spectrum offering solutions for general marketing of one's company or brand. I have worked in our shop building exhibits from scratch, booth design, and assisting with graphic design. I also have extensive knowledge on t…
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