show episodes
 
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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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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Accounting High

Accounting High

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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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Small Law Firms often start from the practice of law and not as a business venture. This ends up causing the growth of the firm to be much longer and more painful than it needs to be. If you started a Law Firm with the intention of increasing your impact, freeing up your time and having all the money you will ever need then the strategies we discuss will be priceless for you. Profit with Law is a show focused on the business of running a law firm as a profitable venture. Packaging and pricin ...
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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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Get inspiration and new ideas to grow your business podcast. A few times each month, hear from business podcast hosts in professional service industries. Learn why they started podcasting, how they position their shows, how it connects to their business, and more. Hosted by John Tyreman, founder of Red Cedar Marketing.
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The MBA Way

Erik "The Viking" Solbakken

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The MBA Way Podcast brings resources and advice to Canadian business owners with a splash of entertainment. We interview thought leaders, business advisors and other successful Canadian business owners to help traverse the often-logistical nightmare of owning and running a business. Why did we start this podcast? It’s simple really. At MBA Chartered Professional Accountants we have 3 Core beliefs. 1)We believe that business owners are the most important people on the planet, 2)We believe tha ...
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Dr. Christina Wilson decided to launch her business and podcast, Thriving Moms of Autistics, because she knows that moms of young autistic children are overwhelmed, under supported and deserve more allies. Now, well into her own journey with her autistic son, Christina has a real sense of what you’re going through. In this podcast, she helps moms like you tap into your strengths, create a supportive community and set firm boundaries. Experts and parents of autistics will also be interviewed ...
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Retired-ish

Cameron Valadez

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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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This podcast is dedicated to providing the key ingredients to transform your employees into a dream team that creates consistent results in every aspect of the business including; team empowerment, leadership, business development, communication hiring, and firing. As some of the country’s leading staffing & management consultants, we help business owners (Entrepreneurs) and the team that support them (Intrapreneurs) to powerfully connect and work together to grow the business, together.
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
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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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A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.
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Now is the time of the Pioneering Practice! Best selling author and marketing expert Amanda C. Watts shares her book 'The Pioneering Practice' as an audiobook. Described as 'The number 1 authority in marketing for accounting firms in the world' Amanda's insights will transform the way you market your accounting practice. LEARN HOW TO MOVE WITH THE TIMES AND NOT GET LEFT BEHIND. There is becoming a strong divide in the accounting industry. There are accounting practices that are pioneering th ...
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Accelerator

Starter Studio, Josh Elledge, Bryan Orr

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Accelerator follows the stories of Central Florida Startups as they apply for, participate in, and graduate from Starter Studio - an Orlando-based tech startup accelerator program. Each season of Accelerator will follow a class and document their background, challenges, growth, and eventually show off their progress during demo day.It won’t all be roses. The challenges of an accelerator program can be taxing. But the potential rewards will be revealed in this Shark Tank meets The Apprentice ...
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The Bookkeeper Basecamp Podcast is for you if you are a bookkeeper, accountant, or other MoneyPro looking to build a profitable financial services business. Each week, business coach, Amazon bestselling author, accountant, and your virtual biz bestie, Kemberli Stephenson, interviews a guest from a carefully curated group of coaches, support professionals, and even other MoneyPros who are the best in their zone of genius and who want to share their favorite business tips, tools, and strategie ...
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Welcome to Professional Services Growth and Marketing, the podcast that dives deep into the strategies and success stories driving the growth of professional service firms. If you're an entrepreneur, leader, or professional in the realms of law, accounting, architecture, medicine, and more, this podcast is your essential resource for insights, inspiration, and actionable advice. Hosted by Emerald City Productions team members, a seasoned expert marketing agency in the field of professional s ...
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The Niche Finder Podcast

Clifton C. Manning

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What do we do when we find ourselves up against the many leadership challenges that exist within our chosen careers? We all have goals and achievements that we would like to accomplish. Unfortunately, these desires do not come equipped with insight or awareness on how to bring these accomplishments to light. In essence, this is why the Dream Octane Niche Finder framework was formed. Our founder, Clifton C Manning, spent the first 17 of his 20-year career in healthcare working with physicians ...
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/448. Frustrated with the complexities of marketing your law firm effectively? Join Moshe Amsel and Gary Sarner, a seasoned expert in non-digital legal marketing, as Gary reveals crucial insights on optimizing your firm's marketing strategy through traditional channels like billb…
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Send us a text Discover the transformative journey of Godfrey Asare, who transitioned from the food retail sector to becoming a successful financial planner, all while emphasizing the importance of financial literacy for everyone. This episode promises to unravel Godfrey's incredible story—from working at Waitrose, Itsu, and Marks and Spencer to hi…
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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…
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ASES (the American Solar Energy Society) offers a weekly recap of solar PV industry headlines. Make sure you don't miss any important developments in this ever changing technology. The most important weekly headlines condensed down in a short recap. This podcast is hosted by Jay Warmke of SolarPVTraining.com. Find out more about our complete solar …
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In this episode, Molly dives into the challenges law firm leaders face with conflict and accountability. She explores essential strategies for proactive conversations to prevent conflicts and emphasizes the significance of proper role alignment within teams. Molly discusses the importance of structured meetings, KPI tracking, and honest conversatio…
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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…
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Joining us today on The Concierge CPA Podcast is someone truly special, Shauna A. Wekherlien, famously known as ‘The Tax Goddess’. Shauna is a top 1% tax strategist in the United States and the founder of Tax Goddess Business Services, PC, established in 2004. With 24 years of experience, she has saved her clients over $1.47 billion in taxes using …
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Send us a text Have you ever wondered what it’s like to make the leap from the UK to Dubai for a career in financial planning? In this episode, we sit down with Charley, a UK-born client services manager, to delve into her journey of transitioning from accounting in the UK to working in international financial planning in Dubai. Charley shares her …
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Hi Moms! I was in bed trying to fall asleep one night last week and was having a really hard time. I felt so unsettled. In this episode, we dive into just how common this is for moms raising autistics, why it happens, what triggers it, and tips to shut it down and take back your control. Find the full transcript for this episode at https://thriving…
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Missing cash. Unaccounted expenses. Vanishing inventory. In the Cannabis industry, these aren't just minor bookkeeping errors – they're ticking time bombs that can obliterate your business's compliance, credibility, and bottom line. Ignoring or glossing over these issues isn't an option. Cannabis companies operate under intense scrutiny, and the co…
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For many consultants and solo business professionals, sales can feel uncomfortable. But even one-person businesses need sales to survive, let alone grow. Reuben Swartz is solving this problem with his monthly podcast, “Sales for Nerds” and his product, Mimiran—the fun, simple anti-CRM for solo consultants. In this episode, Reuben shares his experie…
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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…
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When you have assets such as rental property that are going to need to provide you with cash flow throughout your retirement years, you’ll want to look into some level of asset protection at some point. When it comes to rental real estate, the Limited Liability Company or LLC might be worth considering. However, the methods and strategies you use w…
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Episode 224 Botkeeper Presents AI UNCHAINED On October 8-10 2024, in Santa Rosa California LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799) https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc FACULTY: Tim Petrey, CPA CLASS: #TheGuide In this episode of the podcast, Scot…
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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…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/447. Curious about how acquiring a law firm can accelerate your own law firm's growth? Join Moshe Amsel and Tom Lenfestey, founder and CEO of the Law Practice Exchange, as Tom describes the benefits and strategies behind buying a law firm. In this episode, Moshe and Tom dive int…
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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…
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Send us a text What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic practice lead at Foster Denovo. Paulas journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered…
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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…
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Hi Moms! Raising a child on the spectrum keeps us busy while adding bumps in our autism journey along the way. It is natural to experience shifts in your mindset that leaves you feeling discouraged. Our children don’t just check off the milestone boxes. They keep us on our toes and sometimes revisit old behaviors and challenges. Other times, they k…
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ASES (the American Solar Energy Society) offers a weekly recap of solar PV industry headlines. Make sure you don't miss any important developments in this ever changing technology. The most important weekly headlines condensed down in a short recap. This podcast is hosted by Jay Warmke of SolarPVTraining.com. Find out more about our complete solar …
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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…
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Learn why buying a CPA firm “isn’t like buying a house” with buyer specialist Carol Poe. For the aquisition and transition process of buying an accounting firm to be successful it is crucial that both the buyer and seller are the right fit. By focusing on the work culture and personality of both, Carol guides buyers and sellers to find the best fit…
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In this episode, Molly specifically targets how many law firms fall short in their marketing efforts due to a lack of structure and leadership in their weekly marketing meetings. By emphasizing the importance of a clear, concise agenda and the involvement of all team members—not just the attorney—Molly outlines how to transform these meetings into …
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Send us a text Jeff Swan from Sellside M&A has introduced an innovative platform called A Happy eXit tailored for business owners navigating the transition process. As two-thirds of business owners, particularly baby boomers, are preparing to retire or make transitions, A Happy eXit is designed to support those with businesses valued between $5 mil…
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Episode 223 Botkeeper Presents AI UNCHAINED On October 8-10 2024, in Santa Rosa California LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799) https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc FACULTY: Tim Petrey, CPA CLASS: #Shoperations In this episode of Accounting Hi…
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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 …
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Send us a text Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai’s high-energy, opportunity-laden …
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/446. Do you want to make the most out of your marketing spend? Join Moshe Amsel and Arya Firoozmand, an attorney and founder of Overture, as Arya delves into the transformative potential of a platform that revolutionizes attorney-to-attorney referrals. This platform allows you t…
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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…
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Send us a text From his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , Matt's journey is nothing short of inspiring. He offers invaluable insights into the importance of a holistic, personalised approach to financial planning, and shares his experiences wo…
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In this episode, Molly delves deep into the intricacies of building a high-performing and profitable law firm team. From effective communication to strategic problem-solving, Molly breaks down the 5 core components of a successful team, providing a roadmap for law firms to elevate their operational success. Key Takeaways: Effective Communication: O…
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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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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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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…
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Having too much of your net worth tied up in one or a couple individual stocks can be a dangerous game to play. It’s one that relies heavily on luck and can present a significant risk to your life savings. Things can either turn out really well, or very poorly. Sadly, many people often let their emotions and the potential tax ramifications dictate …
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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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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…
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Send us a text Unlock the secrets of global compliance in financial planning with our special guest, Paul Tate, the Global Head of Compliance at Hoxton Capital Management. From his humble beginnings as a financial advisor in South Africa to his influential role in Dubai, Paul shares his compelling journey and the passion that drives him. Discover h…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/445. Are you struggling to find joy and fulfillment in your law firm? Join Moshe Amsel and Jordan Ostroff, author of "Love Your Law Firm: A Roadmap to the Law Firm You Always Wanted," as Jordan shares his insights on creating a business that brings joy and fulfillment while main…
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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.
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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…
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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…
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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,…
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Send us a text Trigger Warning - We discuss Suicide and Addiction. Hosted by: Sam Oakes Guest: Dylan Ellis, Financial Planner at St James's Place Episode Overview: In this deeply insightful episode of the Financial Planner Life Podcast, host Sam Oakes talks with Dylan Ellis, who at just 26 years old has transformed personal adversity into professio…
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ASES (the American Solar Energy Society) offers a weekly recap of solar PV industry headlines. Make sure you don't miss any important developments in this ever changing technology. The most important weekly headlines condensed down in a short recap. This podcast is hosted by Jay Warmke of SolarPVTraining.com. Find out more about our complete solar …
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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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In this episode, Molly dives deep into the transformative power of building a people-centric workplace. She emphasizes that to create a successful and sustainable law firm, leaders must shift their mindset from being revenue-driven to people-driven. Molly also highlights how a focus on employee development, clear core values, and unwavering mission…
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