show episodes
 
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 Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.
 
Interviews from the Online Cloud Accounting Apps community. Long-form interviews of people involved in the Accounting Technology community. Together we unpack the reality of automation and productivity in accounting and business. We dissect how accountants can leverage artificial intelligence, machine learning, and big data. We share practical advice to help support small business thrive in a rapidly evolving world. Cloud Stories is suited to Management Accountants, Accountants, Bookkeepers, ...
 
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Change Your Mindset

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Change Your Mindset

Peter Margaritis, CPA & C-Suite Radio

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Welcome to Change Your Mindset (formerly known as Improv Is No Joke) where it is all about believing that strong communication skills are the best way in delivering your technical accounting knowledge and growing your business. The way of building stronger communication skills is by embracing the principles of applied improvisation. Your host is Peter Margaritis, CPA a.k.a. The Accidental Accountant, will interview financial professionals and business leaders to find their secret in building ...
 
A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
 
Grow your accounting firm today. Every week, 6-figure CEO Annette Ferguson shares her insight on digital marketing specifically for accountants and bookkeepers looking to set up, grow, and establish their own firm. Accounting is a one-man job, but success isn’t accomplished alone. Join Annette every Wednesday so you can unblock what’s standing between where you are and where you want to be - whatever stage you are in your accounting business/firm right now.
 
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 & Sarah Cage Richter from advisory firm Embark. LinkedIn - https://hubs.ly/H0XgZnG0 Instagram - https://hubs.ly/H0XgYNZ0 Twitter - https://hubs.ly/H0Xg-dz0 F ...
 
It’s astounding what one positive action or change—big or small—can do for a business. Improve staff morale, enrich the client experience, turbo boost operational efficiencies. All possible when firm leaders acknowledge issues and commit to making change…to getting a little better every day. In this modern-day fireside chat-esque podcast, Darren Root, CPA and 30+-year firm owner and serial implementer of change, strives to incite self-assurance and inspiration in accounting professionals who ...
 
“Dear Accountant,” a uniquely insightful and entertaining podcast for aspiring young business professionals. Each episode is packed with actionable advice to help young finance professionals get ready for their next big thing! Hosted by Cecilia ”Cece” Leung, CPA. Cece is as smart as she is personable. For over two decades, Cece honed her professional skills in the corporate world working for powerhouse firms like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. As a Chinese emigrant, Ce ...
 
Join hosts Will Hill and Paul Miller as we have real and relevant conversations around the challenges and opportunities tax and accounting firms are encountering every day. Done with an upbeat tone, we look to provide you with inspiration and actionable ideas to help tackle these challenges and opportunities in your firm. The topics may be endless, but you are sure to hear a mix on client interactions, client engagement, firm process and firm culture. We know you will enjoy, we hope to inspi ...
 
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The Abundant Accountant

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The Abundant Accountant

Michelle Weinstein - The Pitch Queen, Sales Strategist

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The Abundant Accountant Podcast is where accounting 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 as hear p ...
 
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.
 
A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients, a better practice, and the life you deserve. Learn more about the WealthAbility® Network: https://wealthability.com/thenetwork/
 
PKF Mueller's monthly accounting, business advisory, and finance podcast for business owners, entrepreneurs, and industry leaders. Join us as we discuss a broad range of timely accounting topics related to audits, taxes, business consulting, industry news, legislative changes and other hot button subjects and business advisory. Our goal is to provide business decision makers with the key insights to be up-to-date and equipped with the knowledge of ever-changing accounting updates and practic ...
 
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The Upstream Leader Podcast

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The Upstream Leader Podcast

Jeremy Clopton, Heath Alloway, The Upstream Academy

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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 ...
 
FINRA Unscripted is the voice of the nation’s largest non-government securities regulator. We bring together FINRA leaders to discuss existing and emerging regulatory topics that impact the broker-dealer industry. We share best practices for compliance officers, insights into the operations of a 3,500 person self-regulated organization and educational tools and information for investors. Every investor in America relies on one thing: fair financial markets. That is what FINRA works every day ...
 
This show is brought to you by Earmark CPE, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE for 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.
 
The Digital Edge: Lawyers and Technology is a podcast hosted by Sharon Nelson, president of Sensei Enterprises, and Jim Calloway, Director of the Oklahoma Bar Association's Management Assistance Program. Each month, Nelson and Calloway invite noted legal technologists, authors, and lecturers to address a different topic related to lawyers and technology.
 
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 ...
 
Welcome to The Advisor Podcast. Brought to you by JGS CPA. We are a FULL service CPA firm. We’ve been in business for over 85 years. Planning for our clients and working hard for their success. We are the trusted professionals. And now we have a podcast, we will offer up our knowledge sharing content and information on all things accounting, tax and business advisory while also opening up our network of attorneys, bankers, financial advisers and even non-profits we support to discuss topics ...
 
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.
 
Thanks for tuning in to The Real Estate CPA Podcast, a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. Our episodes generally run 10-20 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. Your host, Brandon Hall, runs a CPA firm that exclusively serves real estate investors and real estate business owners. He works with synidcators and developers clos ...
 
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.
 
A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
 
The Law Firm Accounting and Tax Podcast is designed specifically for solo and small law firm owners. We focus specifically on tax savings and ways to have a financially sound back bone to your law firm. Hosted by the JETRO team led by Mike Jesowshek, CPA. This is a quick hitting podcast aimed to get you important information without all the fluff.
 
Top startup founders, venture capitalists, and advisors interviewed by Scott Orn of Kruze Consulting, the accounting firm to VC funded startups. Hear from startup founders about how they began their startup journeys, where they had challenges and the strategies that help them scale their businesses. VC’s discuss what they look for in a startup and their current technology investment thesis. And technology recruiters, attorneys, real estate professionals and startup lenders share tactics that ...
 
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 ...
 
Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
 
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Immigration Nerds

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Immigration Nerds

Erickson Immigration Group

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Come join us beyond borders for all things immigration. Founded in 1978, Erickson Immigration Group provides comprehensive business immigration, global migration, and compliance solutions that enable companies to hire the best and brightest talent from around the world. We represent clients ranging from Fortune 500s to cutting-edge startups. Sectors represented by our firm include Technology (including CRM services, e-commerce, social and online news media, online entertainment and televisio ...
 
Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject m ...
 
Scott Key is the founder of Scott Key and Associates, a boutique law firm that specializes in complex, high-stakes cases. Scott thrives on the challenge of a complex case. He’s not afraid of standing in the spotlight or taking on unpopular causes. He does not shy away from controversy. That's what you can expect when listening to The Advocate's Key.
 
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show series
 
In today's podcast we discuss news that kpmg uk partners will have to pay more to become partners. https://www.fnlondon.com/articles/kpmg-taps-partners-for-extra-cash-ahead-of-1bn-carillion-claim-20211129 Do you have a big 4 interview coming up and need help? Try out voomer. Go to https://www.tryvoomer.com/big4 to get 10% off or use code big4 at ch…
 
Exclusive mentoring and training for accountants, business advisors, and consultants. Discover the proven methodology that generates better clients, gets you 10 hours a week back, systemises your practice and enables you to scale. 💥DO YOU WANT A FREEDOM PRACTICE THAT GIVES YOU MONEY, MEANING AND TIME? 💥 Your ability to create a practice that delive…
 
Meet Our Guest Anurag Pal, CEO @ Escalon https://www.linkedin.com/in/anurag-ap-pal/ Learn More About Escalon https://escalon.services/ Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Get CPE for listening to podcasts with Earmark CPE: https://earmarkcpe Get in Touch Thanks for listening and for the great review…
 
Ryan Lazanis joins Stuart on the Accounting Leaders Podcast for an inspiring chat around the future of the accounting profession, the model for a scalable, systematic accounting firm, and how to build a firm that can give you the life you want. Ryan founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 20…
 
Sham Chaudhry helps business owners design, plan and implement a simple proven blueprint for better profitability. Accomplished and highly innovative professional with solid experience in heading business analysis and business architect activities to encourage business optimization that help companies to grow cash-flow and profits. --- Send in a vo…
 
Ane Ohm, cofounder and CEO of LeaseCrunch, checks in with an update on lease accounting implementation. She walks us through readiness for compliance, issues affecting debt covenants, and lease modification and concession implications. Does that all get your anxiety up? Don’t worry: Ohm also looks to ease the mind of those stressed out by the appro…
 
Some of the things we believe in are holding us back from growing and succeeding. In this episode Michelle Weinstein discusses the top five sales beliefs that are holding you back from getting to a six or seven figure firm with business growth strategist, Denise Mandeau. Denise explains the concept of shifting your perspective to a clearer vision a…
 
Show Summary Show Summary "The customers or clients should always have the best experience." In this episode, Shawn Parikh shares how offshoring has increased during the Pandemic. He also points out some of the mistakes accounting firms make when initially trying to work with an offshore provider. To avoid the mistakes pointed out, work with a cred…
 
Myths of sales versus marketing continue to persist, but make no mistake, you can’t have one without the other. Sales and marketing exist as a symbiotic pair that is necessary for business success. In this episode, we listen and debunk several myths with Michelle Weinstein and her guest, business growth strategist Denise Mandeau. Denise discusses t…
 
Most CPAs work super long hours for the revenue they bring in. Automation is upending the profession in profound ways. And the race for optimized efficiency is on. But there's another path and that path is not automation. It's authority. Here today to talk with me about this as my guest, Rochelle Moulton. Rochelle turns consultants and big thinkers…
 
By having amazing video content for your business, it will naturally convert more sales and leads. Why? By creating content, your business can build relationships with your target audience as well as your potential customers and clients. Of course, you might be having some second thoughts because you might be thinking that it is an expensive invest…
 
Creating a successful practice that meets your clients’ needs while providing satisfying and meaningful work for you and your staff requires focus, discipline, and time. Listen to this episode of the Small Firm Philosophy podcast as Jack A. Heil, CPA shares lessons learned while journeying from the Big 8 to a sole practitioner that loves what he do…
 
I wanna rebroadcast this conversation I have had with one of my favorite Asian female leaders, Karen Coyne. Karen is a CFP, certified financial planner - she is not only a financial wizard, but a charming and engaging podcast host! Check out her podcast called fresh off the vine - the Podcast about money sometimes about wine and always about gettin…
 
Transparency plays a central role in promoting the fairness and efficiency of U.S. markets, lowering transaction costs, leveling the playing field and enhancing public trust in our markets. And the data market transparency provides serves as the lifeblood of FINRA's surveillance program. On this episode, we hear the Market Regulation and Transparen…
 
In this episode, Brandon and Thomas go through tax issues that crypto investors face along their crypto investing journey.Learn more about Landlord Studio: www.landlordstudio.com/cpaJoin our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsm…
 
On episode 55 of The Unique CPA, Randy is joined by Doug Brown of Summit Success International. Doug and Summit specialize in helping professionals and businesses take control of their workflow and time in order to better serve their clients, their employees and coworkers, and themselves. Randy focuses his questions around burnout, and Doug shares …
 
Deloitte Australia is announcing a new benefit for their Australian employees. They can work from a number of different locations. Learn more in this episode. Do you have a big 4 interview coming up and need help? Try out voomer. Go to https://www.tryvoomer.com/big4 to get 10% off or use code big4 at checkout. Support our podcast through the follow…
 
David welcomes the Sage of Saltcoats Andy McGowan to discuss the 3-1 win at Livingston and assess a very promising start for Giovanni van Bronckhorst.IbroxRocks.com twitter.com/ibroxrocks app.IbroxRocks.com Produced by David EdgarA Playback Media Productionplaybackmedia.co.uk Copyright 2021 Playback Media Ltd - playbackmedia.co.uk/copyright…
 
A mixed loan is a loan that has been used for more than 2 uses. An example is someone who has borrowed to buy a house paying extra off the loan and then using the redraw facility to borrow money to use as a deposit on an investment property. Mixed loans should be avoided in situations like this as every deposit into the loan will reduce the deducti…
 
HaydenRock Solutions help CPAs to make the TRANSFORMATION to 21st Century Advisors and become MOST RELEVANT ADVISOR to their clients and MAXIMIZE CPA BUSINESS POTENTIAL. Most CPAs are stuck in a 20th Century business model. They focus too much on tax and compliance tasks, and miss out on high-value, high-profit services that successful business own…
 
The accounting internship is one of the many aspects of the CPA experience that has been changed dramatically by COVID-19. Still, it remains a great way to set a would-be CPA’s career on the path to success, whether it is conducted virtually or in-person. Get tips for ensuring an internship becomes a full-time offer and learn about skills that can …
 
Do you know how to execute strategies to grow your business? In this episode, join your host Michelle Weinstein as she sits down for a conversation with today’s guest Eric Green to discuss the difference between sales and marketing. Eric Green is a managing partner in Green & Sklarz LLC, a boutique tax law firm that focuses on civil and criminal ta…
 
For the first time since I launched Change Your Mindset in 2016, I’ve decided to take the month of December off to pause and reflect. This podcast is very near and dear to me, and I want to put the time and care necessary into making the next evolution of it with intentionality. From podcast length to formatting, I spend this episode rehashing the …
 
Alexandra Bond Burnett, host of the Ambition to Impact podcast, joins Jeremy Clopton on episode 16 of The Upstream Leader. A speaking and impact coach, Alexandra breaks down the elements of communication, offers advice on how to make your communication impactful through a focus on three pillars—influence, connect, and affect—and demystifies the ent…
 
Vesting schedules, expense recognition, financial reporting, software solutions, and so much more – there are a lot of nooks and crannies in stock comp accounting. That’s why Embark’s team of specialists – Adam Olsen, Sarah Cage Richter, and James Durrenburger – continue the conversation with a closer look at the finer details of this perpetually e…
 
Adam is joined by Andy McGowan and David Marshall to look over an excellent 2-0 win against Sparta Prague in the Europa League which sees Rangers qualify for the next stage for the third time in a row and with a game to spare.We also look ahead to the next game against Livingston and discuss the appointment of Dave Vos as Rangers new assistant mana…
 
Whenever we talk about the younger generations, or the term millennial, what comes to mind is usually nothing good, right? But honestly, you and I were young once, when I was a teenager or in my 20s, it's always full of drama, agony, worries, insecurities - so when you think about it, most generations start off with a bad reputation. The younger ge…
 
Sponsors Rewind: https://cloudaccountingpodcast.promo/rewind CenterCard: https://cloudaccountingpodcast.promo/center Client Hub: https://cloudaccountingpodcast.promo/clienthub Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Get CPE for listening to podcasts with Earmark CPE: https://earmarkcpe Show Notes 3:57 –…
 
Show Summary Join us as we talk with Melanie Power about helping women achieve their financial goals. We discuss: The biggest obstacle to financial independence most women face and how to overcome it The importance of having a vision and values Fear of pricing and sales How to tackle imposter syndrome We also chat about the future of the accounting…
 
Tech Toys are back! Jim and Sharon ring in the holidays with an abundance of gift recommendations for the tech-lovers in your life. Tune in for their curated list of practical and not-so-practical wishlist picks. Happy Holidays! Special thanks to our sponsors, Alert Communications, Blackletter Podcast, Scorpion, and Smokeball.…
 
Today’s guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients clean up their messy books and understand their cash position, so they can better capitalize on opportunities. Shaan is a client, and we’ve been working together since about April. In less than eight months and with two tax…
 
While others would advise finding out where your ideal clients hang out when choosing a social media platform, I would offer a perspective quite different from them. There are many factors to consider and you need to weigh things so that you will be able to uncover the best option for your business. Surely, it is ideal to be posting your content to…
 
In this episode, Brandon and Thomas talk about another update on the Build Back Better Act.Learn more about Landlord Studio: www.landlordstudio.com/cpaJoin our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestorsTo grab the recordi…
 
David, Adam and Stevie Clifford bring you highlights from the press conference which saw Giovanni Van Bronckhorst installed as Rangers manager. They also go through the disastrous display at Hampden and ask if it's time to make big changes to the side.IbroxRocks.com twitter.com/ibroxrocks app.IbroxRocks.com Produced by David EdgarA Playback Media P…
 
Chris Farrell is a seasoned technology executive with more than 20 years of leadership experience in finance and accounting. Chris served as the CEO of Nexonia, Inc., the parent company of the Nexonia, Tallie, ExpenseWatch, and SpringAhead brands. His experience as a founder of Tallie and SpringAhead gives Liscio a proven leader with a successful t…
 
Joseph Ragan, professor of accounting and Edward G. Sutula chair in accounting at Saint Joseph’s University Erivan K. Haub School of Business, joins us to talk sustainability reporting and environmental, social, and governance measures. Specifically, he details why businesses are looking at these issues more closely, the specific role CPAs have to …
 
“When you see a turtle on top of a fence post, chances are he did not get there on his own.” Joey Haven starts off a recent blog post with this old saying to illustrate how leaders only get to where they are because others helped them get there. Joey serves as the managing partner of strategic growth for the CPA firm HORNE, writes the beBetter blog…
 
Meet Our Guest Aaron Harris, Global CTO, Sage https://www.linkedin.com/in/aaron-harris-7407b2/ Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Get CPE for listening to podcasts with Earmark CPE: https://earmarkcpe Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @…
 
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