Accounting Today’s editors talk with thought leaders and changemakers from across the public accounting profession.
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The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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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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An actionable podcast designed for accounting firm owners and partners. Each episode provides listeners with one-quick actionable lesson or takeaway that will help them scale a systematic firm that improves their lifestyle.
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Join Anna and Jill as they guide you on a journey of building something worth building.
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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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Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.
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Dailyish conversations about public accounting, with your host Jason Staats. We talk about finding positivity, workflow, and how to make it through the next 12 months without burning out.
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Rob hits topics like leadership, people, talent, performance and success in the public accounting world. No fluff, just great bite-size insights from the people who count. The show also features multi-person panels on the key trends, reputation and future of the accounting profession. Stay informed and relevant by subscribing to one of the world's top accounting podcasts. https://bit.ly/AI-youtube https://www.linkedin.com/company/accountinginfluencers
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The AICPA and CIMA's Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section, shares big ideas designed to help CPAs better run accounting firms, especially smaller ones. You'll hear from firm leaders and subject-matter experts on key issues and considerations for small firms in today's rapidly changing environment.
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PathQuest is a subsidiary of Pacific Accounting & Business Services (PABS). PABS is a renowned outsourced accounting firm, that has been revolutionizing the financial landscape for 15 years. Now, with PathQuest, we bridge the gap between financial operations and automation solutions. Our podcasts spill the beans on modern accounting, giving practical tips and expert insights. Say goodbye to accounting headaches and open doors to your business's full potential.
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Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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Andersen in Nigeria is an independent tax, transfer pricing and accounting advisory services firm with a worldwide presence through the member firms and collaborating firms of Andersen Global.
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The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.
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Account-Based Marketing is a podcast designed as a collection of conversations with sales and marketing leaders, sharing thoughts and practical tips to growing your valuable customers. This podcast is brought to you by Momentum ITSMA, a world-leading B2B growth consultancy and analyst firm. You can learn more at www.momentumitsma.com
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From aspirational plans on a napkin sketch to a full fledged studio, Emerging will illuminate your path to entrepreneurial success in architecture. Join Jeffrey, Lexi, and Chris as they share the unfiltered story and firsthand account of starting their own architecture firm. Topics include business structure, finance, branding, and more, offering insights and cautionary tales for aspiring firm founders.
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The Cannabis Accounting Podcast discusses the ins and outs of cannabis/cbd/hemp accounting. Topics include 280E, chart of accounts, starting & growing your own firm, overcoming software challenges, and more! Looking to get into cannabis accounting? To learn more visit dopecfo.com.
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We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don’t forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
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A podcast series about finance and taxation brought to you by award winning chartered accountancy firm, Ballards LLP.
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My AZ Lawyers is a full-service law firm based in Arizona that specializes in providing legal services to individuals and businesses across the state. The firm has a team of experienced and dedicated attorneys who are committed to provide top-quality legal services to all clients. My AZ Lawyers offer a wide range of legal services including bankruptcy, family law, criminal defense, immigration, estate planning, and personal injury. My AZ Lawyers 1731 W Baseline RD #101 Mesa, AZ 85202 (480) 4 ...
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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 Matters lives up to its title, covering vital accounting topics that actually matter to professionals in the accounting trenches. We start with a new topic and definition every episode, then highlight and discuss the key areas, from evaluation to reporting. Accounting Matters is hosted by public accounting veterans Adam Olsen & Nicole Harger from advisory firm Embark. LinkedIn - https://hubs.ly/H0XgZnG0 Instagram - https://hubs.ly/H0XgYNZ0 Twitter - https://hubs.ly/H0Xg-dz0 Facebo ...
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Want to know how to scale your law firm without burnout? And have more profit in your pocket and time in your calendar? Join Caralee Fontenele, a successful law firm owner and the leader of an incredible global community full of ambitious law firm owners, to discover the systems and strategies that work to scale your own legal business. From offline and online marketing to team, scaling, mindset and more, you’ll learn the essential elements for building a massively profitable law firm and hu ...
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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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High-yield and low-maintenance: This is your ultimate goal as an accounting firm member, regardless of where you are in your career journey. Brought to you by Upstream Academy, The Upstream Leader Podcast is your source for insights and education on becoming a high performing firm leader. Join hosts Jeremy Clopton and Heath Alloway for interviews with insightful, engaging and entertaining experts, who share knowledge and expertise on firm best practices, processes, technology and more! With ...
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Welcome to the Generally Accepted Accounting Podcast (GAAP, for all you accounting nerds) produced by Casey Peterson, LTD. We’re a firm of CPAs and financial advisors based in Rapid City, South Dakota. We talk tax, finance, accounting, audit, data analytics... and a bunch of other topics that sound REALLY boring, but that we’re gonna make hip and cool. Or we’ll try, anyway.
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CPA Life, with host John Randolph, focuses on local CPA firm leaders across the country who go against the grain in building exceptional organizations through non-traditional practices. They show there are firms outside of the Top 100 where you have the ability to build a sustainable, family-friendly career in accounting. Listen in and discover that's not the exception – but the rule!
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The Accountants Daily Podcast Network brings together the best of the Australian accounting profession within one dedicated platform – delivering the latest headlines and insights directly to you. Lead by Accountants Daily editor Philip King, the Accountants Daily Podcast Network includes a number of focused programs, including: Accountants Daily Insider, and the Australian Accounting Awards Finalist Showcase. Get in touch with us on Twitter via @AcctsDaily and join conversations with your p ...
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The Abundant Accountant Podcast is where accounting and tax professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. We cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth! You’ll learn tips and strategies as well a ...
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This show is brought to you by Earmark, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE by listening to the episodes on this podcast and more! Sign up for our mobile app to earn free CPE whenever you want, wherever you go. Learn more at https://earmarkcpe.com.
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The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www. ...
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The show where business owners get a valuation and share if they would sell or want to hold on. Real conversations, real numbers, real life.
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Australia’s Podcast for Accountants - Tax Talks - The Podcast To Run and Grow Your Firm
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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"Oh My Fraud" is an irreverent podcast from CPA/comedian Greg Kyte and blogger/former CPA Caleb Newquist. The two come together to unpack their favorite frauds and explore the circumstances, psychology, and interpersonal dynamics involved. They also fully indulge in victim-blaming the defrauded widows, orphans, infirm and feeble-minded—because who can resist? If you fancy yourself a trusted advisor—or prefer your true crime with spreadsheets instead of corpses—listen to this show to learn wh ...
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We discuss the latest accounting news and tips on how to succeed at the big 4 accounting firms. This includes information about KPMG, PwC, Deloitte and EY.
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As a chartered management accountant by trade, I uncovered my true potential at 37, moving from a well-paid corporate job to building my own accounting and consultancy firm. Having worked on 5-10 acquisitions or business exits each month for clients, I understand the key challenges business owners face, including getting the real value they want for their business, whilst having the right controls and processes in place so the business can run independently of the owners. The Build and Exit ...
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Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.
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US CPA Firm
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Podcast by Madtown Co.
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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
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Epoch TV is a streaming platform for our exclusive programming which includes investigative news analysis, in-depth interviews and award-winning documentaries. As you know, we face censorship on many fronts. When YouTube demonetized us early this year, we knew we had to create our own video platform. So Epoch TV is our solution to big tech censorship. Our new video platform enables you to watch your favorite Epoch TV programs WITHOUT censorship. Please support us to fight for the truth and s ...
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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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Alan is managing partner at Greenstein, Rogoff, Olsen & Co., LLP, (GROCO) and is a respected leader in his field. He is also the radio show host to American Dreams. Alan's CPA firm resides in the San Francisco Bay Area and serves some of the most influential Venture Capitalist in the world. GROCO's core competency is advising High Net Worth individual clients in tax and financial strategies. Alan is a current member of the Stanford Institute for Economic Policy Research (S.I.E.P.R.) SIEPR’s ...
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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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CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
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The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively ...
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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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The Unique CPA is the show where we’re going beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading edge management techniques and styles. We’re keeping you at the forefront of the changing face of public accounting with fascinating leaders, bringing you their stories and advice inside the accounting industry.
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313 The Accounting Firm Workflow Hack: Postponement
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31:35
💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.com 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Co…
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Write to Win: The Power of Ghostwriting and Self-Publishing w/ Michael Levin
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In this insightful episode of Building the Premier Accounting Firm, host Roger Knecht sits down with acclaimed ghostwriter Michael Levin to explore the transformative power of writing in establishing thought leadership and driving business success. Whether you’re an entrepreneur, professional, or simply someone with a story to tell, this conversati…
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39. Sales & Repricing So Clients Keep Saying Yes! (Part 2)
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"Either we're both thrilled to work together or we shouldn't." We believe that sales is designed to establish long-term partnerships rather than just making the sale. It's about partnership over promises. Let’s be real - overpromising only leads to trouble down the line. It’s crucial to be clear about what you can deliver and, just as importantly, …
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Attaining rapid firm growth through stronger client relationships
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Founder of award-winning firm Latitude Accountants, John Saade, chats to Accountants Daily about his 20-year career in accounting and the bespoke client solutions fuelling the firm’s growth. After taking out the award for fast growing firm in the recent Australian Accounting Awards, Saade discusses why his clients value tailored solutions and servi…
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300 Client Consults in Year 1? Learn How and More w/ Max Minsker
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On this episode of Growing Your Firm, David Cristello interviews Max Minsker, the founder and CEO of Bookmate, a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services. The discussion delves into his unique approach to packaging and pricing, highlighting his atypical p…
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Niching is a powerful tool to cut through the noise. But should your firm do it? And if so, how? Listen to this episode to find out.Door Ryan Lazanis
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How Kelly Rohrs, CPA, built a thriving solo accounting firm from scratch.
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Send us a Text Message. Ever wondered what it takes to build a solo accounting firm from the ground up? In this episode, Roman Villard, CPA, with Kelly Rohrs, CPA, did just that—and built a thriving practice in the process. Kelly shares the real, unfiltered story of her journey, including the challenges she faced, the lessons she learned, and the s…
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Building a Profitable CPA Firm to Support A Healthy Lifestyle with Josie Parr
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How do you strike out on your own as a solo or small firm CPA? Learn from Josie Parr’s experience doing just that. Hear how her work as a tax strategist for entrepreneurs led to the development of the Profitable Lifestyle Summit [https://summit.profitablelifestylefirm.com/], a free virtual summit to empower entrepreneurs in the accounting world to …
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QuickFee and the Empowerment of Accounting Firms
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Randy Crabtree is joined by Rafael Casas, Director of Strategic Alliances and Partnerships at QuickFee, on Episode 173 of The Unique CPA. Rafael opens by explaining QuickFee’s mission to aid accounting and legal firms in accelerating AR while leading the way in the profession on thought leadership around mental health, AI and automation, technology…
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221 $4M Firm Falling into a Niche with Clear Expectations around Communication (feat. Zane Stevens, CA)
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Episode 221 FACULTY: Zane Stevens, CA CLASS: #Shoperations In this episode of Accounting High, Scotty is in shop class with Zane Stevens, founder of Protea Financials. Zane takes us through his journey from South Africa to California, where he set up a thriving accounting firm specializing in the wine industry. They chat about the importance of goo…
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Episode 91 - Top 50 Client Accounting Services Firms - The Woodard Report Podcast
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On this show, Heather Satterley and Joe Woodard talk about The Top 50 Accounting Services Practice Awards. The awards, administered by Woodard® , recognize and honor those practices that most exemplify the characteristics of a top-performing CAS, accounting, or bookkeeping practice. The awards recognize accounting practices as an organization rathe…
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Craig Hausz - Are Accounting Firms or Wealth Management Firms More Valuable?
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Craig Hausz has grown a fantastic accounting firm and wealth management firm, CMH Advisors, with his wife Michelle. They've recently landed on the Inc5000 list for all their growth the last few years; they've also successfully completed six firm acquisitions. This Inspired Or Acquired episode is a fun discussion of the differences in valuation for …
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Episode 93 - Courageous Journeys in Accounting - The Woodard Report Podcast
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On this show, Heather Satterley and Joe Woodard discuss courageous journeys within the accounting profession. Caleb Jenkins: Starting his career in accounting at just 13, Caleb Jenkins began attending conferences early and excelled from a young age. His work expanded into mission trips where he provided accounting aid to organizations in Haiti. Mon…
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Jeff Toren - Top Franchise Entrepreneur Shares Highs and Lows
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Jeff Toren owns two franchise concepts in Philadelphia - 7 KitchenTuneUp locations and 2 iLoveKickBoxing locations. He's been the #1 franchisee for sales in KitchenTuneUp prior years and in the top performers for iLoveKickBoxing. But the last 2-3 years have been really hard going through massive growth, then not being profitable, and currently back…
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The Defrauded Famous | Alanis Morissette and Kareem Abdul-Jabbar
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If you’re jonesing for some nostalgia, then this is the Oh My Fraud episode for you. Caleb and Greg discuss two stars—an athlete whose fame peaked in the 80s and a singer-songwriter who put out one of the biggest selling albums of the 90s—who helped define their respective decades. Unfortunately, their wild success also made them targets of people …
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164 ⎸ [SPOTLIGHT] Build confidence to leave corporate with Rebekah Poirier
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Send us a Text Message. In this spotlight episode, Rebekah Poirier, founder of Serenity CFO Solutions, shares her journey from the corporate world to entrepreneurship. We're getting into how she's using social media to get clients, the perks of running your own business, and how the Bookkeeping Business Accelerator (BBA) program has been a game-cha…
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Rising Above Leprosy Becky Douglas On Helping Leprosy Colonies In India
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In this episode of American Dreams, Alan Olsen interviews Becky Douglas, the founder of Rising Star Outreach. Becky shares her remarkable journey from personal tragedy to creating an organization that has transformed the lives of thousands affected by leprosy in India. From the heartbreaking start to the empowering solutions, this conversation delv…
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Leveraging Generative AI for Business Development
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I spoke with Jody Glidden, the Founder and CEO of Postilize, a company leveraging generative AI to support business development for lawyers, accountants, and professional services firms. We discussed pitfalls that legal services providers should avoid in marketing, how the type of professional service that one provides affects the approach to marke…
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288. Analyzing 7,000 Properties: How To Maximize Cash flow Today with Chris Lopez
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In this episode, Thomas and Ryan are joined by Chris Lopez from Property Llama. Chris and his team have analyzed over 7,000 properties using Property Llama data. Chris, Thomas, and Ryan explore trends of the current marketplace and strategies to implement.They cover: - A deep dive into cash flow by property type, with a focus on multifamily propert…
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50 - How To Publish a Book in 6 Weeks With Paul G. McManus | Sponsored by TaxPlanIQ
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In this new episode of The Concierge CPA Podcast, Dr. Jackie Meyer welcomes Paul G. McManus, Founder of More Clients, More Fun. Paul is an expert in book publishing and shares insights on how to publish a book in as little as six weeks or even a weekend, which he has done himself. Paul explains that his company focuses on helping financial professi…
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What's Left for the ERC? Exploring the Situation
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It’s once again time to dive into the ERC and update the profession on its current status! Nick Pantaleo joins Randy Crabtree for a special live streamed Episode 174 of The Unique CPA where they delve into the Employee Retention Credit’s journey. The two experts review the current state of play, with everything from legal updates, to IRS interpreta…
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312 MEETING TECH for Professional Services in 2024
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💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.com 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Co…
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The Power of Niching Down: The Path to a Thriving Bookkeeping and Accounting Business with Sarah Bratcher
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Alyssa Lang interviews Sara Bratcher, Founder and CPA of REI Accounting Solutions, on the power of niching down, adapting processes within a niche focus, and the importance of staying updated on industry trends and technologies. Sara shares her journey of transitioning to a niche within real estate investing, the impact of letting go of non-aligned…
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America the Miracle | America’s Hope
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Kelly Wright talks to author Michael Medved and director Tim Mahoney about their upcoming film, The American Miracle. They discuss how divine providence played a significant role in the founding of the United States of America. Watch America’s Hope at 10pm ET. ⭕️Watch in-depth videos based on Truth & Tradition at Epoch TV 👉 https://www.epochtv.com/…
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Ep. 152: Providing Capital Raising Services to Cannabis Companies
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Cannabis companies need capital to grow. As their trusted advisor, are you prepared to help them get it? Many accountants struggle to structure, price, and sell capital raising services to Cannabis clients because they've... Never done it. Don't know how to do it. Aren't aware of the crucial role that they play in helping companies proactively stay…
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New Programs, Looming Deadlines, and Forum Insights
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50:28
Roger Harris and Annie Schwab explore recent tax policy changes, including updates to voluntary disclosure programs and new IRS enforcement efforts. They discuss the ongoing challenges surrounding Beneficial Ownership Information reporting requirements and their potential impact on tax practitioners. The hosts also preview their upcoming live podca…
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Building the profession together
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AICPA chair Carla McCall talks about the opportunities and challenges facing the profession, and how accounting firms need to work together so they can all thrive separately.
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311 Should Accounting Firms do MORE or LESS?
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Alex Hormozi Podcast 👉 https://podcasts.apple.com/us/podcast/most-business-owners-have-a-focus-problem-ep-736/id1254720112?i=1000662073209 💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.com 🫠 Are you stuck in a l…
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163 ⎸ [SPOTLIGHT] Customize your Business with Nic Robb
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Send us a Text Message. In this Spotlight episode I’m shining the spotlight on one of my BBA students, Nicole Robb. She talks about how BBA played a pivotal role in building confidence, finding the right clients, and getting invaluable support from the BBA community. Tune in to hear what BBA can do for you! In this episode you’ll hear: Nic's journe…
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Join us this Wednesday for a new episode where Roger discusses how books build your business with Michael LevinDoor Roger Knecht - Universal Accounting Center
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Is ChatGPT a Game Changer or Just Hype for Accountants?
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Are AI and ChatGPT revolutionizing business advisory services? How can accountants leverage these tools to deliver more value to their clients? Rob Brown and Mark Wickersham, an expert in value pricing and AI applications for accountants, tackles the world of ChatGPT and artificial intelligence, exploring how these technologies are transforming the…
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222 Coaching vs Consulting: How to Run a Meeting with Advisory LITE (feat. Chris Hervochon, CPA)
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Episode 222 Sign up for Workflow Queen's Breakthrough for Bookkeepers & Accountants for $1,000 OFF Sale dates: August 23rd - August 30th https://www.breakthroughwithsystems.com/join-live FACULTY: Chris Hervochon, CPA aka 'The Herv' CLASS: #Shoperations In this episode of Shoperations at Accounting High, Chris Hervochon, CPA aka "The Herv" shares hi…
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Rewind : From Accounting Professional to Business Coach & Advisor with John Warrillow
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Join us as we revisit this conversation from 2020! Perhaps you’ve done the accounting for years and see areas within the business that the client could improve but don’t know how to properly advise them. Maybe you’ve heard you need to offer more value-added services beyond the accounting you offer, but how? John shares his experience owning and sel…
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The Savannah Bananas' Playbook for Unconventional Business Growth
1:03:21
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Blake Oliver interviews Savannah Bananas CFO Tim Naddy to learn unconventional strategies for explosive business growth. Discover how this innovative sports entertainment team achieved a million-fan waitlist and sold out over 200 consecutive games. Tim will share insights on creating innovative revenue streams, developing fan-centric KPIs to drive …
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Ep 30 - The Ultimate Assurance: Exploring Death & Terminal Illness Coverage
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Life Risk Advisor & Partner of Personal Risk Professionals (PRP), Corey Evans joins Teneale again in this follow-up episode on all things life insurance. In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Corey & Teneale discuss some common myths and misconceptions around insurance, how tax impacts your policy, holding insurance through a self-managed superannu…
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310 A Better Client Experience to Drive PROFIT
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💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.com 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Co…
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Unveiling Entrepreneurial Success With Randi Brill
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In this episode of American Dreams, Alan Olsen interviews Randi Brill, a creative entrepreneur and branding expert. Randi shares her journey from childhood artist to successful business owner, discussing the importance of embracing one’s uniqueness, the concept of "design packaging," and the power of storytelling in entrepreneurship. She also revea…
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309 How To Approach The Sales Process Ft. Brandon Hall
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Check out Brandon's newsletter here 👉 https://brandons-newsletter-bcbda5.beehiiv.com/ 💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s…
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Step-by-Step Quality Control Process to Eliminate Errors in Your Work
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In this solo episode, Alyssa Lang covers all things quality control. She shares why you should have quality control in place if you have a team (or plan to), the exact step-by-step process and everything you need to know to implement it. In this episode you’ll hear: What quality control is and why this process is one of the most important processes…
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Episode 92 - Robert Nordlander, CPA and retired IRS Criminal Investigator - The Woodard Report Podcast
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On this show, Heather Satterley speaks with Robert Nordlander about his diverse experience as a CPA, a retired IRS criminal investigator, and a Certified Fraud Examiner, sharing insights from his training, his career, and his work as an author. Here are links to Robert's books: Erase the Penalty: A Tax Professional's Guide to Abatement Criminal Tax…
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NTD News Today Full Broadcast (Aug. 21)
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Day 3 of the Democratic National Convention is underway on Wednesday in Chicago, with Minnesota Gov. Tim Walz set to deliver his keynote speech and officially accept his vice presidential nomination. Other speakers include former President Bill Clinton and former House Speaker Nancy Pelosi. Florida, Alaska, and Wyoming held primary elections on Tue…
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Blurred lines: Why some CFOs grapple with conflicting expectations
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Paul Thambar, FCMA, CGMA, Ph.D., associate professor of accounting at Monash University in Australia, explains the obstacles CFOs face when transitioning to a business partner role and where organisations are setting ambiguous and conflicting expectations for finance leaders. A recent AICPA & CIMA report on the role of the CFO was informed by Thamb…
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Alex Forbes - To Scale? Or Sell His Custom Cabinetry Business?
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35:05
Alex Forbes has built Lane17 Custom Cabinetry to +$1.5M revenue. They have great sales momentum and are really hitting their stride in ops to be able to keep scaling, but the business today might not be worth enough to temp Alex to sell. We discuss what size he might want to grow to, how hard this industry is vs other businesses, and the possibilit…
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Venture Capital & Today's Startups With Andrew Romans
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In this episode of American Dreams, host Alan Olsen interviews Andrew Romans, a seasoned venture capitalist with a rich history in Silicon Valley. Andrew shares his journey from being a startup founder in the '90s to managing a successful venture capital fund today. The discussion delves into the evolution of private markets, the challenges of mode…
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The Changemakers Report and Modern Law Firm Leadership
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I spoke with Debbie Foster, CEO of Affinity Consulting, Jen Sherman, Chief Operating Officer at CARET, and Laura Wenzel, Global Marketing and Insights Director at iManage. The three companies are part of a consortium that supported The Changemakers Report: How Midsize Law Firms Are Achieving Growth Through Adaptation, featuring the perspectives of …
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NTD Good Morning Full Broadcast (Aug. 21)
1:32:11
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Robert F. Kennedy Jr.’s running mate, Nicole Shanahan, says they’re both considering dropping out of the presidential race to join forces with former President Donald Trump. Shanahan says the independent candidate doesn’t have a clear path to victory, and doesn’t want to take votes away from Trump. She said Kennedy hasn’t been given a fair chance a…
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The Power of Intentionality
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29:53
Part 2 of John Randolph’s special episode featuring Jeremy Clopton and Heath Alloway of Upstream Academy and the Upstream Leader Podcast continues on CPA Life, as the trio pick up their discussion of intentionality, a theme which runs through so many threads in the accounting profession. Intentionality is central to their discussions about creating…
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162 ⎸ What does it mean to be Ambitious?
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Send us a Text Message. In this solo episode I delve into the concept of ambition, sharing reflections on personal success, fulfillment, and the evolving priorities of life. Tune in if you’re ready to reevaluate what success means to you! In this episode you’ll hear: what ambition means defining success for yourself balancing ambition with life sea…
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