Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.
…
continue reading
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.
…
continue reading
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
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
Latest updates on solar energy and PV technology from the American Solar Energy Society (ASES)
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How to Set Your Law Firm Up for Success with Traditional Marketing with Gary Sarner - 448
1:03:48
1:03:48
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
1:03:48
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
From Retail to Financial Planning: The Transformative Journey of Godfrey Asare
1:01:36
1:01:36
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
1:01:36
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
In-Person Conferences Still Crucial for Accounting Professionals | ARC
26:36
26:36
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
26:36
Despite the rise of virtual events, live conferences remain essential for career growth and relationship-building in the accounting industry. Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation Join Donny Shimamoto, Liz Mason, and Byron Patrick as they dive into the importance of attending in-person…
…
continue reading
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 271: How Proactive Conversations Can Save Your Law Firm
10:48
10:48
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
10:48
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Alan Whitman: Stop Accepting the Status Quo | The Disruptors
57:31
57:31
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
57:31
The firms that shift from billable hours to value outcomes will win. The Disruptors With Liz Farr Alan Whitman wants to break the mold of public accounting. He wants to put an end to the billable hour and the siloed practices that characterize the way many firms have operated for decades. As Whitman says, “we’re here to serve clients, we’re here to…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
51 - How to Find An Amazing Tax Advisor and Save $100k Plus in Taxes Per Year | Sponsored by TaxPlanIQ
48:07
48:07
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
48:07
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
From Accounting to Financial Planning: Charley Smith’s Journey to Success
38:08
38:08
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
38:08
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
4 Steps for Breaking the Chains of Negative Thinking and Restoring Your Well-Being as an Autism Mom
15:13
15:13
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:13
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 153: Navigating Accounting Discrepancies in Cannabis - Compliance, Prevention, and Resolution
16:00
16:00
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:00
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Sales for Nerds: Making BD Feel Less Icky, with Reuben Swartz
33:17
33:17
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
33:17
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Bethany Silvis: Success begins with Trust | Capstone Conversations
19:09
19:09
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
19:09
Capstone Conversations With Jean Caragher What fun it is speaking with Bethany Silvis, marketing supervisor for Kerkering, Barberio & Co., who was named the Association for Accounting Marketing Rookie of the Year. Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Should I Put My Rental Property in an LLC?
29:20
29:20
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
29:20
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
224 Guide to Ground your Growth with Gratitude (feat. Tim Petrey, CPA)
36:00
36:00
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
36:00
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Joey Havens: The Role Culture Plays in Firm Growth | Gear Up for Growth
29:23
29:23
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
29:23
Gear Up for Growth With Jean Caragher Capstone Marketing “It's probably impossible to have exponential growth without a strong culture,” says Joey Havens, author of the Amazon bestseller, "Leading with Significance: How to Create a Magnetic People-First Culture," appearing on Gear Up for Growth, hosted by Jean Caragher, president, Capstone Marketin…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Everything You Need to Know about Buying and Selling Law Firms with Tom Lenfestey - Part 1 - 447
48:17
48:17
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
48:17
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…
…
continue reading
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.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Steve Yoss: An Accountant's Detailed Guide on Databases, Integration, and Data Sharing | Quick Tech Talk
1:49
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
From Admin to Paraplanner to Practice Manager - Paula Guedes Inspiring Journey in Financial Planning
44:54
44:54
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
44:54
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Non-Accountants in Accounting: A Game-Changer for the Profession | ARC
25:47
25:47
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
25:47
Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation In this episode of Accounting ARC, Donny Shimamoto, Byron Patrick, and Liz Mason dive into the often overlooked but crucial role of non-accountants in the accounting industry. Discover how non-accountants contribute to the evolution of accounting f…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Accountability and Growth: A Mom's Guide to Navigating Autism
11:23
11:23
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
11:23
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Solar News Weekly - Oil/Gas industry funds "grassroots" anti-solar protests in Ohio (Aug 25th-Sept 7th)
6:00
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Sean Duncan: Discover Your Own Genius | The Disruptors
1:16:32
1:16:32
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
1:16:32
There aren’t enough of us to help everyone who needs our help. The Disruptors With Liz Farr What would work look like if it reflected your passions? “Imagine,” says Sean Duncan, CPA, “if you worked with the people that you loved working with, talking about the things that you love talking about, and you made a living and helped them?” As Duncan say…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Finding The Right Fit for Buyer and Seller with Buyer Specialist Carol Poe
26:02
26:02
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
26:02
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 270: How to Run an Effective Marketing Meeting
24:17
24:17
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
24:17
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
EP 12: Are You Ready To Have A Happy eXit? with Jeff Swan
42:37
42:37
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
42:37
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep.66 Building strategic partnerships with CxOs
38:00
38:00
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
38:00
In our latest episode, we learn the secrets to earning the trust of the C-suite and building value-driven relationships that transcend the typical vendor-client dynamic. Craig Walker, former SVP, Salesforce and Global CIO, Shell
…
continue reading
![Artwork](/static/images/128pixel.png)
1
223 $7.5M Small Town Big Fish Swimming with PE Sharks (feat. Tim Petrey, CPA)
43:47
43:47
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
43:47
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Mark Koziel: Transforming the CPA Firm Business Model | Gear Up for Growth
39:10
39:10
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
39:10
Gear Up for Growth With Jean Caragher Capstone Marketing In this Gear Up for Growth episode, Mark Koziel, president and CEO of Allinial Global, tells Jean Caragher that CPA firms must move toward a corporate business model, or they could fail to grow or worse. More CPA Trendlines podcasts here | More Jean Caragher here “Every partner that's nearer …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth
37:55
37:55
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
37:55
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Maximizing Marketing Profitability through Strategic Attorney Referrals with Arya Firoozmand - 446
35:38
35:38
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
35:38
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Rubik Yeriazarian: Small Firms, Big Opportunities in Forensics | Accounting ARC
27:45
27:45
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
27:45
Accounting ARC With Donny Shimamoto Center for Accounting Transformation For many accounting professionals, the Big Four firms represent the pinnacle of success—a destination for those with high aspirations. But for Rubik Yeriazarian, CPA, CFE, CFF, they were just the beginning. Specializing in forensic accounting, Yeriazarian knew from his college…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch
36:08
36:08
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
36:08
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 269: 5 Steps to Build an Accountable, Profitable Team
11:45
11:45
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
11:45
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
50 - How To Publish a Book in 6 Weeks With Paul G. McManus | Sponsored by TaxPlanIQ
56:18
56:18
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
56:18
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 152: Providing Capital Raising Services to Cannabis Companies
18:22
18:22
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
18:22
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Allison Schlegelmilch: Leadership Lessons from Firm Mergers | Capstone Conversations
30:55
30:55
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
30:55
Capstone Conversations Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. By Jean Caragher For CPA Trendlines I was delighted to have a Capstone Conversation with Allison Schlegelmilch, director of marketing at RKL LLP and an Association for Accounting Marketing Marketer of the Year. Follo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How to Reduce The Risk in Owning Too Much of One Stock & Save Taxes
25:12
25:12
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
25:12
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
222 Coaching vs Consulting: How to Run a Meeting with Advisory LITE (feat. Chris Hervochon, CPA)
44:46
44:46
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
44:46
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Allan Koltin: How Small Firms Battle PE-Powered Competitors | Gear Up for Growth
38:43
38:43
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
38:43
Gear Up for Growth With Jean Caragher For CPA Trendlines “More than half of the CPA firms in the country won't qualify to be part of private equity,” says Allan Koltin, CEO of Koltin Consulting, appearing on Gear Up for Growth, a new show hosted by Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines. Follow Jean Caragher o…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Global Compliance in Financial Planning: Insights from Paul Tate of Hoxton Capital Management
44:31
44:31
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
44:31
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How to Create a Law Firm You Love with Jordan Ostroff - 445
45:01
45:01
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
45:01
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…
…
continue reading
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.
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ingrid Edstrom: True Wealth is Not Financial | The Disruptors
53:34
53:34
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
53:34
Work-life balance means integrating work and life so that the work we choose to do expresses who we want to be in the world. The Disruptors With Liz Farr Ingrid Edstrom wants accounting to be not just a more sustainable profession but one that’s regenerative. “This idea of sustainability is really operating from the idea that things can continue to…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
AI Will Steal Your Job. And That's a Good Thing | Accounting ARC
33:24
33:24
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
33:24
Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation Few industries are poised for a dramatic transformation as accounting in the rapidly advancing world of artificial intelligence. This episode of the Accounting ARC show, "AI Will Take Your Job—And That's a Good Thing," explores the impending shift,…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Transformative Journey of a Young Financial Planner - Dylan Ellis
1:04:40
1:04:40
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
1:04:40
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…
…
continue reading
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Building a Profitable CPA Firm to Support A Healthy Lifestyle with Josie Parr
20:18
20:18
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
20:18
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 268: Are You THIS Law Firm?
21:45
21:45
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
21:45
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…
…
continue reading