Thu, 9 November 2023
In this episode of Growing Your Firm, host David Cristello interviews Deneen Dias, Vice President of Growth and Strategic Partnerships at Botkeeper. Daneen shares her expertise in helping top firms undergo digital transformation and discusses the world of CAS (Client Accounting Services). She also delves into the definition of CAS, where to start, and how to successfully implement and scale up CAS. Additionally, she explores the implications of AI in building CAS teams.
Direct download: GYF_024_Deneen_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 26 October 2023
In this episode, host David Cristillo interviews Melissa Miranda, a certified public accountant and owner of Step-by-Step Accounting. They discuss the importance of preparing for maternity leave as a business owner and how to structure your team and workflow. Whether it's maternity leave or any other extended absence, Melissa shares valuable insights on setting up processes that can be applied across the board. Tune in to learn how to effectively manage time away from your business. In this episode, you will learn about Melissa Miranda's experience preparing for maternity leave as a business owner, including the challenges and strategies involved. You will also learn about the structure and services offered by Melissa's accounting firm, Step-by-Step Accounting. Additionally, the episode discusses the use of a recruiter to fill a senior role, the organizational structure and change management strategies of Step-by-Step Accounting, the speaker's pricing strategy, and recommended books for business owners. |
Thu, 12 October 2023
In this episode of "Growing Your Firm," host David Cristello interviews David Leary, partner at Earmark Media and co-host of The Accounting Podcast. They discuss David Leary’s experience of being fired as a client from an accounting firm and how it led him to become a business owner and customer of accounting firms. They also touch on the talent shortage in the industry and the quality of TurboTax Live. Tune in to learn more about David's journey and Earmark Media's role in the accounting space. |
Thu, 28 September 2023
In this episode of "Growing Your Firm," host David Cristello interviews Kayla Green from Bactrian LLC. They discuss the firm's impressive growth, which has largely been driven by word-of-mouth referrals rather than traditional digital marketing. Bactrian LLC offers a range of accounting services, payroll servicing, estate planning, and financial advising, positioning themselves as a one-stop shop for their clients. Tune in to learn more about their strategies for success and how they have achieved such impressive growth. In this episode, you’ll learn about the success of a small accounting firm in a rural farm community. The firm's competitive advantage is their deep relationships with clients, personalized services, and ability to deliver fast results. They have experienced steady growth and client retention through the power of word of mouth. The podcast also discusses the importance of over delivering for clients and being involved in a passionate community.
Direct download: GYF_018_Kayla_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 14 September 2023
In this episode of Growing Your Firm, host David Cristello welcomes back Louie Vazquez III, CEO and founder of Vazquez and Associates. Louie shares his journey of growing his firm from half a million in sales per year to achieving even greater success. They discuss the sales and marketing strategies that led to this growth and delve into the challenges and opportunities that come with scaling a business. Tune in to gain insights on how to take your firm to the next level.
Direct download: GYF_017_Louie_mixdown.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Fri, 1 September 2023
Congruent Advisory Services, LLC began in 2019 with Tejal starting a boutique one-woman show. Her goals were to support business owners in the process of inception to exit. Tejal tells David that there was an agreed upon cohesive and collaborative approach. The exposure and openness shared amongst both partners led to a culture that was rooted in this type of thinking for business. In turn, this passes on the same experience to clients. Business involves numbers and emotions, but how do we manage them both? Tune in for our interview with Tejal Shah as she shares how building trust in her partnerships allowed for tremendous growth and positive reviews within her business.
Direct download: GYF_016_Tejal_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 17 August 2023
Nicole is the managing principal at Madison Brothers Consulting Group. The group commits to exceptional client service provided by trusted advisors. They endeavor to give peace of mind to clients by offering solutions for ever changing business challenges. Madison Brother’s Nicole Durio joins our show and she’s offering a free 1 hour consultation to 5 individuals. For those that don’t know, that’s a typically going rate of $995! Find out how to earn a chance by listening to our podcast here.
Direct download: GYF_015_Nicole_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 3 August 2023
John is the president of JEnsley Financial, a fiduciary financial planning firm based out of Vancouver, WA. John started his firm in 2012 after a U-turn move from corporate America to financial services. After obtaining a copy of "The 4-Hour Work Week" by Tim Ferriss, John began to understand that the technologies existed to build a life that allowed him to control his time, and ultimately his life. From here, he built a firm that allowed him to do just that. He comments how winters in Washington can provide a somewhat gloomy ambiance, so why not take business to Mexico? John will spend a portion of his time in Mexico averaging 10-20 hours a week working on his business, while sharing the joys of teaching others about sailing and cruising. On this Growing Your Firm Podcast episode, jump on with John Ensley as we discover the world of controlling time and income, experiencing your money, and building strategic partnerships in the fiduciary financial planning model. Resources
Direct download: GYF_014_John_Ensley_AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 20 July 2023
Today we welcome Breanne Mode on the podcast. Breanne is the Director of Client Accounting and Advisory Services (CAAS) at Cbiz. After a visit to a QuickBooks Connect conference in San Jose, CA, Breanne decided that her flight back was a networking opportunity, instead of her typical relaxation time. Of course, this happened to be the plane ride where taking out her headphones led to a great opportunity for her and her business. As she sat next to Greg Landers, Managing Director of Cbiz, they built a business relationship that ultimately led Greg to ask Breanne to be his right hand person. Brennane had built a very foundational practice in the interim with 3 employees and approximately $500k in revenue. After ironing out some M&A-like details, Brenanne joined the Cbiz team as their Director of CAAS and set the table for our conversation today.
Direct download: GYF_013_-_Breanne__AUDIO.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Fri, 7 July 2023
Direct download: GYF_012_Don_Emery_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 22 June 2023
Brannon is the founder of Poe Group Advisors & Accounting Practice Academy. He is also a returning guest on the show! Poe Group Advisors is based out of Charleston, SC. The group is known for their processes surrounding facilitating the buying and selling of CPA firms. We enjoy an annual conversation with Brannon about M&A and his expertise in the buyers and sellers market of accounting firms. Join us for the 2023 version as we talk with Brannon on how he sees the market reacting to a post-COVID era and trends associated with the world we all live in today.
Direct download: GYF_011_Brannon_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Fri, 9 June 2023
Today we talk through how to think about your own wealth. The listener should be asking themselves a simple question: How are you thinking about the wealth YOU are creating? We welcome Colleen, a Certified Financial Planner, at IG Wealth Management on today’s show. Colleen shares a wealth of knowledge (literally) about her experiences in the financial planning realm. She shares an outside approach to planning, especially for firm owners. The conversation today is less focused on partnerships, referrals, or adding wealth management to a practice, and more focused on those running the practice and how their wealth management is on a personal level. Colleen kicks us off by saying: ‘Every wealth [management] person wants to partner with them [firm owners], but no one asks how they are doing.’
Direct download: GYF_010_Colleen_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 25 May 2023
Today we welcome back guest Jeff Jacobs where we talk through some interpersonal conversation that dives much deeper than the accounting business itself. Jeff and David cover momentum, self assessment, breaking chains, and much more. Jeff is a returning guest on our podcast where we previously covered client acquisition, retention, and expansion. Jeff is the Director of Development at Wilkins Miller, where he will tell you he does everything except accounting. Jeff is active in his firm, daily life, and an exciting guest that we’re excited to have back on the show.
Direct download: GYF_009_Jeff_Jacobs_2_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 11 May 2023
Shauna is a returning guest on our show. She is the owner of Tax Goddess Business Services ® and a certified tax coach. Shauna also acts as an author, speaker, and investor. Skilled in many and all things, learn more about Shauna’s career here. Today we welcome back a well thought and experienced guest, Shauna Wekherlien, CPA and founder of Tax Goddess Business Services. This is part 2 of our interview with Shauna. Check out Part 1 here. In the summary and podcast Jetpack covers Shanua’s inside look at team building and recruiting.
Direct download: GYF_008_Tax_Goddess_2_audio_only.mp3
Category:Accounting,accountant,CPA -- posted at: 1:00pm EST |
Thu, 27 April 2023
James has experience in all things accounting. He has 20 professional years of experience working within firms including serving as a director of Ernst & Young in Sydney, Australia. He has 5 years of senior finances roles under his belt as well. Prior to COVID, James started his own firm, JD Scott & Co. Here, lies the interesting part of James’ story. His firm focuses on hiring part-time employees, does not utilize administrative personnel, and doesn’t own a printer. Wait a minute, James… How does he do it? We’ll cover more in this episode.
Direct download: GYF_007_james_scott_audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 13 April 2023
Join us today as we talk with Mark Stovel and his proven systems that help accountants take home $250k annually. We’ll talk through equity positions, win-wins, and much more. Simply put, Mark helps accountants take home $250k annually. After launching his firm in 2017, Gyroscope Accounting was acquired in 2021. Now, Mark helps clients through coaching. Mark’s experience began by obtaining bookkeeping clients during the early stages of his career. After leaving the corporate firm, Mark joined a manufacturing company as its controller. Three years later,, he moved across the country to start his CPA firm.
Direct download: GYF_005_Mark_Stovel_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 30 March 2023
Shauna Wekherlien is the owner of Tax Goddess Business Services, a CPA firm located in Scottsdale, AZ. Tax Goddess is a firm that focuses on tax strategy and planning to help lower and minimize taxes for business owners and investors. At the time this was written, her firm had saved their clients over $740,264,635. Talk about lowering and minimizing taxes! Shauna earned the name ‘tax goddess’ after needing to market herself at a networking event, and 60 seconds to do it. Quickly, she decided ‘tax goddess’ was an eye catching and head spinning name, so she went for it. A marketing friend at the same event loved how it sounded, and 17 years ago, Shauna the Tax Goddess was born.
Direct download: GYF_004_Tax_Goddess_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 16 March 2023
Jeff, a fan of our show, is the Director of Development at Wilkins Miller. Wilkins Miller is a top 400 Accounting firm in Mobile, AL. He started his career in IT business development and soon transferred to development, which we will cover throughout. Ultimately, Jeff is in the pursuit of new clients and new business. On today’s episode we sat down with Jeff Jacobs, and talked about retention, hiring, development, and most importantly, relationships.
Direct download: 20230316_Jeff_Jacobs_FINAL.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 2 March 2023
Amy is the CEO, keynote speaker, and consultant at B3 Method Institute. B3 Method Institute is an educational organization focused on providing work-life harmony. Since you’re in the learning mood, here’s a ‘math’ problem of the B3 Method: (Business + Balance = Bliss). In our latest podcast, Amy Vetter shared her philosophy on creating harmony in life and work to help create purpose in our work.
Direct download: 20230302_Amy_Vetter_FINAL.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 19 January 2023
Joe and Carla are from Long Island, NY, where they took the train into the city at the very beginning of their journey. During their commute, they discovered the Growing Your Firm Podcast, taking in as much information as possible. They started Cycle CPA at one of the most challenging times any of us have faced, Q4 of 2019 as it led into the testing time of 2020. Thankfully, due to Carla’s previous professional experience, they landed in the right niche. Because COVID-19 created much demand for home improvement projects and investments in people’s homes, this allowed for their business in the green industry to thrive and grow, both figuratively and literally.
Direct download: GMT20230106-150618_Recording.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 29 December 2022
Roger is a returning guest on the Growing Your Firm Podcast and we are excited to have him back! He is the president of Universal Accounting, a friend of our show, and tends to make our inbox light up. Universal Accounting is considered a post-secondary school for accounting professionals, and Robert and his team help countless individuals. David and Roger discuss the abnormalities businesses were faced with during and after the COVID Pandemic. David Cristello, founder and CEO of Jetpack Workflow, offers two questions and perspectives for Roger, and the biggest takeaway here is to study which routes accounting firms are taking, now that we are nearing 2023.
Direct download: GMT20221202-200539_Recording_1.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 1 December 2022
Rob Nixon has worked in the accounting industry for 28 years. He began his journey in May of 1994 when he started a seminar company in a small Australian town: Dubbo, NSW, Australia. After getting noticed by an accountant who wanted him to present his seminar to his clients, Rob decided to fully focus on accounting firm marketing for accountants. Since then, Rob has trained about 200,000 accountants and coached around 600 firms. Rob Nixon is back again in this recent edition of the Growing Your Firm Podcast! CEO and founder of Jetpack Workflow David Cristello interviews Rob Nixon, an accounting coach. The two talk about:
Direct download: 20221201_Rob_Nixon_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 10 November 2022
Geraldine Carter is a business coach who aims to help CPAs get the life and business they want. She runs her own website and is the host of the Business Strategies for CPAs podcast. She has a Bachelor of Science in Engineering from Cornell University. Besides business coaching and working with accountants, Geraldine enjoys mountain biking, trails, and raising her family. Through her experiences with coaching CPAs, Geraldine has a lot of information to help you move forward with your practices and your firm. In this Growing Your Firm Podcast, CEO and Founder of Jetpack Workflow David Cristello interviews Geraldine Carter. Geraldine has been on the show before and came back to talk about her experiences with business coaching and provide examples of what plagues CPAs/accountants. Many elements of life hold back firm owners—money, sense of value, where to go next, etc. Clients and the mental mind are two perfect examples of what holds back CPAs/accountants. If you don’t listen to your clients and find your interests through their struggles, you might never find your niche. It’s also easy to become your own worst critic.
Direct download: 20221110_Geraldine_Carter_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 27 October 2022
Shanita Jones is a co-owner of a childcare business and a CPA in the childcare industry. Her main goal is to help childcare business owners overcome their struggles in the industry. Other than focusing on childcare, Shanita also loves copy. She assists others with mastering their copy and messaging styles. Besides work, Shanita is a big reader and learner. In today’s Growing Your Firm Podcast, founder and CEO of Jetpack Workflow David Cristello introduces Shanita Jones--the CEO of Jones Tax and Financial Services. She recently achieved the Two Comma Club Award (reaching seven figures in her business). Shanita talks about how she found her niche and her style in marketing. Over the years, she gathered inspiration for the practices she performs now. After reading, you will, too!
Direct download: 20221027_Shanita_Jones_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 13 October 2022
Reza Hooda runs an accounting practice on the South Coast of New Hampshire in the U.K. Reza first started as a firm owner, but now he offers to coach other accountants who are willing to positively transform their work practices. Reza’s website is rezahooda.com. In this Growing Your Firm Podcast, Jetpack CEO and founder David Cristello brought in Reza Hooda, a mentor for growing accountants. Reza discusses how he went from a struggling firm owner to only working 10 hours a week at his one million dollar firm. Reza introduces some key aspects that helped him get to where he is now.
Direct download: 20221012_Reza_Hooda_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 29 September 2022
Mark Myers is the founder of Peak Profit Solutions, and he’s a Tax Savings Architect. As stated on his website, “Peak Profit Solutions and its affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bill to help them better grow their business and accelerate their wealth.” In this “Growing Your Firm” podcast, CEO and founder of Jetpack Workflow, David Cristello, discusses five tax-saving strategies for accounting clients. He interviews Mark Myers, the founder of Peak Profit Solutions. During this interview, Mark gives insight into several different ways to save on taxes in your life.
Direct download: GMT20220824-190824_Recording.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 15 September 2022
Michael Frost is the co-founder and president of Heritage Family Offices. His partner, Ralph Nelson, is a CPA and also licensed as an attorney. Heritage Family Offices is a multi-disciplinary firm comprising a law firm, CPA firm, wealth management firm, and insurance company. In this Growing Your Firm Podcast, founder and CEO of Jetpack Workflow, David Cristello, brings in special guest Michael Frost to speak about the ups and downs of the CPA firm owner rat race. Although Michael found success in his firm, there was also struggle. Nonetheless, Michael is here to share his story.
Direct download: 20220915_Michael_Frost_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 1 September 2022
In this solocast, CEO and founder of Jetpack Workflow, David Cristello, touches on compliance. Compliance isn’t dying, but some factors of the artform are going away. As technology becomes more present in firms and businesses, some people are fearful that automation and other technological systems/softwares are destroying accounting practices. David thinks that this anti-tech mindset is nonsense. Learning more about compliance will help you understand more about your practice and the direction of your business.
Direct download: Compliance_isnt_dead..._here_what_is.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Wed, 17 August 2022
As we march closer to the end of 2022, we need to start thinking about what we want to bring to the table for 2023. Let’s face it--we’re not all perfect. We’ve made some mistakes this year, but we prevailed and changed what needed to be changed. We’re constantly adapting and bettering our firms, one day at a time. We’ve also made exceptional progress and produced innovative ideas for our firms. Now, it’s time to reflect on what we’ve done and see how we can edit, change, improve, or keep working on different ideas within our firm as 2023 inches closer. In this solocast, founder and CEO of Jetpack Workflow, David Cristello, offers five questions to ask yourself as you prepare for next year. Some of these questions will spark mental gymnastics or already seem usual to you. Each question should challenge you to think outside the box and focus on your dedication to your firm.
Direct download: Questions_to_get_your_ready_for_2023.m4a
Category:Accounting,accountant,CPA -- posted at: 8:43am EST |
Thu, 4 August 2022
In this solocast, David Cristello, founder and CEO of Jetpack Workflow, talks about three key ideas you should use to stay relevant in the market during this recession. While you might not be able to change what happens externally, you can find solutions internally. It’s time to look inside your business and see what you can do to improve its current state. If you find yourself stuck in this recession, David offers three areas to focus your efforts:
What can you do to create a more resilient firm? Read more below to understand what you can do to help yourself and your firm.
Direct download: Is_a_Recession_Happenning__Heres_what_to_focus_on.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 14 July 2022
Loren Fogelman is the founder of Business Success Solution. From 2018 to 2022, HubSpot has recognized Business Success Solution in its annual list of the world’s top 22 business coaches. Her main goal is to focus on helping accounting professionals double their income while working half the time. She encourages accountants to raise their prices. With tactics like creating safe formulas and boosting your confidence during conversations with clients, Loren is eager to change how you view your current income. Changing your rates isn’t as scary as it sounds! In this episode of Growing Your Firm Podcast, Loren Fogelman has the perfect advice and formula that will help you effectively raise your rates on current clients.
Direct download: 20220714_Loren_Fogelman_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 30 June 2022
Jassen Bowman is passionate about helping others build more profitable businesses and grow their firms. He is the founder of Tax Resolution Academy®, taxfirms.com, and the co-founder of the software startup Prolaera. He is a published author of several books, including Profit Optimizers: Twelve Big Ideas for a More Profitable Tax Firm. In this book, Jassen gives advice to his readers concerning growing their firms. In the podcast, Jassen talks about three of the twelve steps he created to assist entrepreneurs with growing their firms. From managing workflow to practicing salesmanship, Jassen is giving the best advice on how to drive profit into your firm.
Direct download: 20220630_Jassen_Bowman_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 9 June 2022
Direct download: How_to_become_a_student_of_other_industries_3_examples.m4a
Category:Accounting,accountant,CPA -- posted at: 12:00pm EST |
Thu, 26 May 2022
Direct download: 20220526_3_Ways_to_Get_More_Profit.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 19 May 2022
Today, the founder and CEO of Jetpack Workflow, David Cristello is back with another solo cast to cover another hard topic that permeates the accounting industry - marketing. Most firms grow through word of mouth and thrive because they have specialized packages for a particular customer. This is ideal, but after a while, you need to have a system for acquiring new clients on a regular basis. This is achieved through consistent marketing. With a reliable flow of new clients each month, you’ll have more accurate forecasting and can measure your capacity and get ahead on a hiring strategy. Today’s episode will cover a few tactics for creating a sound marketing strategy.
Direct download: 20220519_Hate-Marketing-Start-Here.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 12 May 2022
Today, the founder and CEO of Jetpack Workflow, David Cristello is reflecting on a quote from Marcus Lemonis, host of the reality TV show The Profit. In the show, Marcus would go into small businesses and assess the three P’s: People, Process, and Product. He’d determine where the biggest issues were and help the owners make corrections. Typically, the people (staff) were great, and when they weren’t, it was obvious they needed to go. If this were the case, he’d advise the owners to get rid of them quickly so the rest of your team can perform at a higher level. From there, he would assess how to get their products (which were also usually great) out of the door. This led him to a philosophy that resonates with David and many firm owners: “Look at processes before you look at the people.” Oftentimes, confusion and lack of growth within your staff isn’t a result of the people, but a byproduct of a bad process. It leads your staff to a lot of wasted time trying to figure out what needs to be done, on top of all of the other work they are trying to complete. Eventually, burnout is the result.
Direct download: The_Process_and_Outputs_Come_First.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 5 May 2022
Today, founder and CEO of Jetpack Workflow, David Cristello is discussing a simple tactic that’s easy to implement and can improve profits but is often ignored—raising your prices. Raising prices is a sensitive topic and plenty of firm owners struggle with when and how to do it. However, if you aren’t evaluating your prices frequently, you are likely underselling your clients. However when you implement a new pricing strategy, you’ll elevate profits and your client base and have a better work/life balance as you scale.
Direct download: Solocast_The_Hidden_Simple_Growth_Lever_in_Your_Firm.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 28 April 2022
In this special solocast episode, David Cristello, founder and CEO of Jetpack Workflow and host of the Growing Your Firm Podcast, discusses the ONE THING you need to do right after your busy season.
Direct download: Do_this_ONE_THING_right_after_busy_season.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 21 April 2022
The Talent Crunch, also known as The Great Resignation, is affecting nearly everyone in the industry. The CEO and founder of Jetpack Workflow, David Cristello is addressing the problem in this podcast. He’ll cover solutions for finding, attracting, and retaining a great team. David believes with the right approach, your firm can find success in this area.
Direct download: 2022-04-21_David_Cristello_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 14 April 2022
Aaron Rubin specializes in financial, estate, and tax planning. With an extensive background in financial services, Aaron takes particular pride in helping his young tech clients make tax-savvy, financially sound decisions about their stock compensation packages. He received a BA in Economics-Accounting-Spanish from Claremont McKenna College. He graduated cum laude from the University of Illinois College of Law and was admitted as a member of the California Bar in 2006. He is licensed as a certified public accountant. In 2009, Aaron also received his CFP® designation. Aaron started his career in accounting, working at international CPA firm Deloitte, where he focused on high net worth individual income tax returns. He then moved to Abbott Stringham & Lynch — a local CPA firm — expanding his focus to estate and gift tax returns and planning. He has been with WRP since 2009. Professional BioWRP Wealth is an investment advisory firm that specializes in helping individuals at pre-IPO make decisions about their equity compensation. With their related company WRPTax, they provide an integrated tax and wealth solution.
Direct download: 20220414_Aaron_Rubin_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 7 April 2022
If you work in a marketing agency, accounting firm (or pretty much any service business), you know how frustrating it is to get information from clients.
Direct download: 2022-04-07_James_Rose_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 31 March 2022
I currently teach as an Associate Professor of Accounting, at Valparaiso University, Indiana. My taught courses consist of teaching undergraduate financial accountancy and Managerial accountancy, as well undergraduate Audit and Accounting Information Systems classes.
Direct download: 2022-03-31_Dr._Anton_Lewis_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 24 March 2022
Christopher Mundon is the CEO and Co-Founder of Little Newt, a company whose goal is to develop and market a truly revolutionary federal income tax automation product.
Direct download: 2022-03-24_Interview_Christopher_Mundon_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 10 March 2022
Leader in QuickBooks providing Ongoing Services for Accounting, Bookkeeping, Catchup/Cleanup, Cash Flow Usage/Forecasting, and Training Nationwide.
Direct download: 2022-03-10_Interview_Jonathan_Bello_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 3 March 2022
I help businesses scale and grow by implementing efficient business infrastructure, processes and systems. My team and I are experts at creating, documenting and implementing processes and procedures in small/medium size companies. We work with companies that want to scale and expand as well as companies that are gearing up for transition. You can reach me at 503.750.0955 or adi@BizSuccessCG.com
Direct download: 2022-03-03_Interview_Adi_Klevit_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 24 February 2022
I’m an accountant who puts a smile on the face of small business owners with expert, jargon-free advice they can rely on. I save business owners money, help them maximise profit and cash, and put them in control of their finances.
Direct download: 2022-02-24_Interview_Luke_Fletcher_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 17 February 2022
Passionate about innovation and the transformation of the accounting profession. Collaborating to build the future business model of a public accounting firm.
Direct download: 2022-02-17_Interview_Dustin_Hostetler_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 10 February 2022
I help entrepreneurial accountants create generational wealth and impact, by systemizing how they attract and win the business of their dream clients.
Direct download: 2022-02-10_Interview_Tyler_Clark_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 3 February 2022
Founder of Full Stadium Marketing: A content marketing agency providing strategy, production and promotion to get your message to your audience. Currently serving clients all over the U.S. and Canada.
Direct download: 2022-02-03_Interview_Micky_Deming_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 27 January 2022
Working with some pretty great people trying to change the way accounting services are delivered to Canadians.
Direct download: 2022-01-27_Interview_Chad_Davis_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Fri, 21 January 2022
LEARN TOP ECOMMERCE ACCOUNTING AND CASH MANAGEMENT STRATEGIES ►
Direct download: 2022-01-21_Interview_Meryl_Johnston_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 13 January 2022
I help businesses scale and grow by implementing efficient business infrastructure, processes and systems. My team and I are experts at creating, documenting and implementing processes and procedures in small/medium size companies. We work with companies that want to scale and expand as well as companies that are gearing up for transition. You can reach me at 503.750.0955 or adi@BizSuccessCG.com
Direct download: 2022-01-13_Interview_Adi_Klevit_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 23 December 2021
Business | Legal | Tax | Charity
Direct download: 2021-12-23_Interview_Mike_Payne_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 16 December 2021
I'm an entrepreneurial accountant and writer specializing in cloud accounting technology. I was honored to be named a "40 Under 40" in the accounting profession by CPA Practice Advisor in 2016 and 2017. I'm also co-host of the Cloud Accounting Podcast (http://www.cloudaccountingpodcast.com), a weekly news round-up for accountants, bookkeepers, developers, and anyone interested in the future of the accounting profession.
Direct download: 2021-12-16_Interview_Blake_Oliver_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 9 December 2021
Go to www.completeadvisorysolution.com and watch the video What is Advisory
Direct download: 2021-12-09_Interview_John_Thompson_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 2 December 2021
"Accountants change lives, but not by producing a set of accounts"
Direct download: 2021-12-02_Interview_Vipul_Sheth_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 18 November 2021
Exclusive mentoring and training for accountants, business advisors, and consultants.
Direct download: 2021-11-18_Interview_Amanda_C._Watts_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 11 November 2021
Hi I'm Rob Brown, former high school math teacher, kickboxing blackbelt, stroke survivor, chess fan, part-time musician, teetotaller and committed Christian. Most of my work is in the accounting/CPA/fintech world in these 6 areas:
Direct download: 2021-11-11_Interview_Rob_Brown_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 4 November 2021
We help accounting/ERP software companies build automation solutions for data-entry from financial documents. Real-time, 100% algorithm driven delivery. Embedded in the UI of their software.
Direct download: 2021-11-04_Interview_Markus_Mantere_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 28 October 2021
Partnering with a global network of Accounting Firms in providing the most advanced IT services and products specific to the industry.
Direct download: 2021-10-28_Interview_Jamie_Beresford_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 21 October 2021
I'm the CEO of Padgett Business Services, one of North America's largest tax, accounting and payroll advisory firms serving the specific needs of small businesses.
Direct download: 2021-10-21_Interview_Jeff_Phillips_Final..m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 14 October 2021
Specialties: QuickBooks ProAdvisor with expertise in setting up books from scratch. Patient teacher of recording transactions properly. Liason capabilities between CPA's and client management team - able to translate accountant-ese to plain English!
Direct download: 2021-10-14_Interview_Terese_Thomas_Final..m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Mon, 4 October 2021
I help solo CPAs and partners in 1 - 5 partner firms get down to a 30-hour workweek without giving up a dime in revenue. WHAT DO I DO? Many of my clients generate $100K+ of *new* revenue in the first 6 months of working together, while simplifying their accounting practice. WEBSITE - SheThinksBigCoaching.com Email me to connect: geraldine@shethinksbigcoaching.com
Direct download: 2021-10-07_Interview_Geraldine_Carter_Final..mp3
Category:Accounting,accountant,CPA -- posted at: 10:39pm EST |
Thu, 30 September 2021
Ken Pyle is a partner of CYBIR, specializing in Information Security, exploit development, penetration testing and enterprise risk management.
Direct download: 2021-09-30_Interview_Ken_Pyle_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 23 September 2021
When I was younger, people said I was too creative to be an accountant, and too organised to be a creative. Turns out the combination of those two skills is exactly why I was able to create The Profitable Firm (PF): a creative agency working exclusively and only with accountants.
Direct download: 2021-09-23_Interview_Karen_Reyburn_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 16 September 2021
**In an attempt to keep my LinkedIn contact relevant, if you send an invite to connect with me, please include a note as to how we are connected. No offense, but random recruiters, financial managers and coaches won't make the cut if we haven't met. THANKS!**
Direct download: 2021-09-16_Interview_Byron_Patrick_Final..m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 2 September 2021
Live Oak Bank is exclusively focused on helping accounting and tax professionals achieve growth by offering competitive financing solutions. Live Oak is one of the largest small business lenders under the SBA loan programs. Because I only finance accounting and tax firms, I am specialized in your practice intricacies. Ask me how to get started on your working capital, acquisition, real estate, or debt consolidation needs.
Direct download: 2021-09-02_Interview_Shannon_Hay_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 26 August 2021
I teach bookkeepers and accountants how to utilize tech and automation to create better workflows, systems, and processes so they can run their practice on autopilot, stress less, and save time! Are you wondering how this became my life? After being in the accounting world for five years, I struggled with streamlining my practice... I felt frustrated, nervous and couldn't sleep at night because I didn't know where my client work was. I was overwhelmed by all the daily tasks, lost track of work and just couldn't keep up. I hit a wall and decided to make a change, so I started to automate my practice. I created workflows, systems and processes to help me run my practice so I could scale, take on more clients and provide quality service in the meantime! Now, I’m a full-time educator. I’m an Asana Certified Pro and my courses have helped hundreds of bookkeepers and accountants LIKE YOU!
Direct download: 2021-08-26_Interview_Alyssa_Lang_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 19 August 2021
Driven to solve painful problems with smart, passionate, and empathetic people ||
Direct download: 2021-08-19_Interview_Jackie_Meyer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 12 August 2021
I am the CEO of Peisner Johnson, a state and local tax accounting firm that’s been around since 1992. I started with the firm as a staff assistant 25 years ago and has worked my way up to CEO. Currently, the firm has 25 employees and serves sellers in the United States and Canada. Since law changes in 2018, state and local taxes have become more complicated so Peisner Johnson has really stepped up to serve their clients as best as possible. The executive team, led by me as the CEO, has implemented new strategies to grow our relationships with our clients. “What’s Next” calls and value-based pricing are just two of the ways we've improved our customer (and employee) experience. Throughout my career, I learned that growing in your positions means being good at managing your work and managing people, you have to be good at both.
Direct download: 2021-08-12_Interview_Jason_Parr_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 5 August 2021
Direct download: 2021-08-05_Interview_Gretl_Siler_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 29 July 2021
I help you cut through the noise so the right customers reach out to work with you.
Direct download: 2021-07-29_Interview_Stephen_G._Pope_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 22 July 2021
Hector M. Garcia is a CPA and QuickBooks Trainer for Quick Bookkeeping & Accounting LLC. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.
Direct download: 2021-07-22_Interview_Hector_Garcia_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 15 July 2021
I joined Acuity to translate accounting for entrepreneurs. I do that by helping navigate tax and accounting rules and speaking entrepreneur, not accountant, but now most people just want to chat me up about cryptocurrency and blockchain. I run the sales and marketing teams at Acuity where we are trying to see how many entrepreneurs we can help get a handle on their finances.
Direct download: 2021-07-15_Interview_Matthew_May_Final.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 8 July 2021
I’m a Certified Financial Planner with more than ten years of experience in the tax and investment industries. As the co-founder of Brooklyn FI, I specialize in helping tech professionals and business owners grow and manage their wealth.
Direct download: 2021-07-08_Interview_Shane_Mason_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 1 July 2021
Hey there. I’m Ryan.
Direct download: 2021-07-01_Interview_Ryan_Lazanis_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 24 June 2021
John Warrillow is the founder of The Value Builder System™, host of Built To Sell Radio, and author of the bestselling books, Built to Sell: Creating a Business That Can Thrive Without You, The Automatic Customer: Creating a Subscription Business in Any Industry, and The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top.
Direct download: 2021-06-24_Interview_John_Warrilow_Final..m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 17 June 2021
Founder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology. Founder of Satterley Accounting Services, a bookkeeping, and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Host of The 'Appy Hour with Liz and Heather, a bi-monthly webinar series dedicated to educating accounting professionals about the latest trends in accounting technology and automation techniques.
Direct download: 2021-06-17_Interview_Heather_Satterley_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 10 June 2021
I am a Certified Public Accountant (CPA), a Certified Financial Planner (CFP©) and am designated as a Certified Fraud Examiner (CFE). I have over 20 years of tax planning, accounting and financial planning for high net worth families, corporations and trust and estate planning clients. I also specialize in business succession planning, financial due diligence for corporate and personal acquisitions, and investigative accounting and auditing for businesses.
Direct download: 2021-06-10_Interview_Craig_Hausz_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 3 June 2021
Cannabis is the #1 growing industry in America, and as such the demand for accounting professionals to help financially manage this type of business has skyrocketed. This is because there are a number of unique and complex accounting challenges that companies in this field must overcome in order to be successful. As such, very few accounting professionals are qualified to take on this type of work.
Direct download: 2021-06-03_Interview_Andrew_Hunzicker_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 27 May 2021
Some would consider Brannon, the head coach of accountants. He knows the key plays. The calls. The drills. But most of all, he knows how to help accountants win! For more than 20 years, Brannon has worked in the accounting field, with the last decade focused on assisting accountants in writing their next chapter in life by navigating how to buy and sell accounting firms successfully. He is also the creator of Accounting Practice Academy, an online course that is transforming accountants on how they run their practice.
Direct download: 2021-05-24_Interview_Brannon_Poe_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 20 May 2021
Jackie Meyer, CPA, CTC is President and Founder of Meyer Tax Consulting LLC, in Southlake, Texas. Her team works with executives on strategic tax planning. With her team working completely virtual across the state of Texas, the firm stays on the cutting edge of technology working closely with industry leaders on innovative products and offerings.
Direct download: 2021-05-17_Interview_Jackie_Meyer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 13 May 2021
![]() What is The Largo Group? In musical terms Largo means methodical. The vision for our company is to offer a methodical approach to accounting and tax services so that the business owner has the key information they need in real time.
Direct download: 2021-05-11_Interview_Anne_Gannon_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 6 May 2021
Aly & Andrew's All Aussie Accounting Adventures + CAANZ Acuity podcast host, 2021 Partner of the Year & Overall Excellence Awards + 2019 Women in Finance Small Business Adviser & Principal of the year awards + Top 50 Woman in Accounting & 2018 SA SMSF & Accounting Professional of the Year, Partner of the Year and Overall Excellence Awards and Founder of one of the Top 50 Cloud Accountants in Australia and winner of the 2021 Boutique Firm of the Year (<30 employees) + 2020 Accountants Daily Start Up Firm of the Year, All In Advisory,
Direct download: 2021-05-03_Interview_Aly_Garrett_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 29 April 2021
Jackie Meyer, CPA, CTC is President and Founder of Meyer Tax Consulting LLC, in Southlake, Texas. Her team works with executives on strategic tax planning. With her team working completely virtual across the state of Texas, the firm stays on the cutting edge of technology working closely with industry leaders on innovative products and offerings.
Direct download: 2021-04-29_Interview_Jackie_Meyer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 22 April 2021
Editor in Chief
Direct download: 2021-03-22_Interview_Teresa_Oliver_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 15 April 2021
Hannah Stricker, Founder of Bookkeeping Solutions of Traverse City, knew she didn't want to work under the overlords forever. For 25 years, she toiled in major accounting firms and also a decade in the local sector. But, her destiny was CEO of her own accounting firm and she needed to make it happen. "It's a scary leap," she says and you can't blame her. Casting out to the unknown shouldn't be taken lightly. For two years she thought about making the jump. At her local firm, it was a 'cushy job' with benefits and a near 6-figure salary. She loved her colleagues, her clients, the work, her pay. All she was missing the sweet taste of entrepreneurship. Finally, in September 2017, she started her own firm. Before she left, she had 6 months of savings set aside. So, even if she didn't make a dime for 180 days, she'd be okay. Because after 4 months she would know if it would work. If it didn't, she had two months to try and find a new job. On top of that, she saved $12,000 for office supplies, software, a computer, basically everything she'd need for an office space. Her first few months were nerve-wracking. But, once she covered her mortgage and bills, she settled in. By her one year anniversary, she had done $70,000 in profit and paid herself a salary of $35,000 (giving her revenues over 6-figures). Her 5-year goal was to have profits of $150,000 with up to $60,000 in salary. However, due to some new clients, she may hit that by the end of her second year! The growth is impeccable and here's how she organized her services.
Direct download: 20210415_Hannah_Stricker_FINAL.m4a.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 8 April 2021
Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors - a financial planning firm serving physicians and business owners virtually across the US. Prior to launching her own firm, Anjali spent over 6 years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial planning firm serving high net worth individuals. During her career, she would often share financial advice with family and friends but began to realize that not only did most of them lack access to the best personal finance information but also their busy family lives meant they just didn’t have the time to pull it all together on their own. So, she decided she could make a bigger impact by starting her own firm. Anjali utilizes her expertise in tax and finance to empower her clients to discover and reach their life goals while building a stable financial future.
Direct download: 2021-04-06_Interview_Anjali_Jariwala_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 1 April 2021
Driven to solve painful problems with smart, passionate, and empathetic people || |
Thu, 25 March 2021
"Don't want to pay taxes? Easy. Just stop making money."
Direct download: 2021-03-25_Interview_Kesha_JonTae_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 18 March 2021
I help entrepreneurs produce epic results.
Direct download: 20170525_MichaelPalmer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 11 March 2021
In 20+ years working with people who run growing companies, I’ve documented how leaders’ roles need to change to meet the demands of a larger organization. This involves Leadership skills, Management techniques and Organizational structure.
Direct download: 2021-03-11_Interview_John_Seiffer_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 4 March 2021
Summit CPA Group was founded with the goal of helping small businesses make proactive decisions. Our focus has been primarily on digital agencies. Unlike many CPA firms, our Virtual CFO program focuses primarily on the future, not in the past. What is our cash position looking like in two, three, and four months from now? What does our cash look like next week? How much of a cash reserve do we really need? What should our profit margin be and how do we get there? Do we have too much staff or not enough? Which customers or product lines are generating the most profit? These are just some of the questions we help the business owner answer. Our dedicated Virtual CFOs along with a team of accountants work with the business owners weekly to generate a game plan and then work hand in hand with the company to achieve victory. Give us a call at (260) 497-9761 or email me directly at jody@summitcpa.net to see if Summit CPA Group would be a good fit for you and your company.
Direct download: 2021-03-04_Interview_Jody_Grunden_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 25 February 2021
Recognized as one of the Top 50 Women in Accounting, Twyla Verhelst is known for leading the charge when it comes to advocacy, change, and community in her industry and beyond. She’s an experienced CPA and tech entrepreneur with a passion for helping others find and leverage their confidence.
Direct download: 202-02-25_Interview_Twyla_Verhelst_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 18 February 2021
An author and experienced intermediary specializing in the sale of accounting practices, Brannon has a unique ability to help creatively integrate information to develop clear, focused plans. He helps clients implement these plans to achieve their most important goals. An Ernst & Young alumni and scholarship recipient and magna cum laude graduate of the University of South Carolina, Brannon began his career in public accounting as an auditor with Ernst & Young, before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately-held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience — with companies large and small — has helped Brannon excel in efficiently and effectively facilitating hundreds of successful accounting practice transitions. Quarterly business coaching classes and continually investing in consultative and team building skills have helped Brannon and his team close over 200 transactions since 2003. Brannon makes his home in Charleston, SC with his wife and three children. Away from the office, he enjoys competitive racquetball, boating, and fishing.
Direct download: 20210218_Brannon_Poe_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 11 February 2021
Jason Staats is a principal at Brenner LLP and is the founder of Launch FA and the Realize Community. He's focused on building better tools and solutions for modern accountants and firms, as well as building a future of accounting and small business with "no code." In today's show, Jason shares three key trends and tools he believes are changing the shape of accounting and small business. In today's program, we're trying something a little different: the 3x3. The guest shares 3 trends and 3 tools for the accounting industry!
Direct download: 2021-02-11_Interview_Jason_Staats_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 4 February 2021
Get new high ticket clients for your coaching or consulting business EVERY month with our GUARANTEED RESULTS marketing programs...
Direct download: 20210204_Kevin_Izevbigie_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 28 January 2021
CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs and high growth individuals. A leader in finding creative solutions to today's complex tax and business environment.
Direct download: 2021-01-28_Interview_Greg_OBrien_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 21 January 2021
A strategic adviser to hundreds of CPA firms in the Mid-Atlantic region, Ira works vigorously to strengthen firm performance. Noted for his probing and conversational approach, Ira created Managing Partner On-Call, a coaching process to help Managing Partners make the right impact and test their ideas. Optimum Strategies' primary focus is on strategic advancement, profitability enhancement, M&A, succession and compensation plans.
Direct download: 2021-01-14_Interview_Ira_Rosenbloom_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |
Thu, 10 December 2020
★ Featured in the Wall Street Journal, Barron's, The New York Times, TEDx, Vistage, Inc. & Thrive Global ★
Direct download: 2020-12-10_Interview_Krishna_Pendyala_Final.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST |