सर्वश्रेष्ठ CPAs पॉडकास्टस (2024)

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49 - Improving Efficiency and Solving Talent Challenges with Outsourcing with Ashley Platt 33:34

4d ago33:34

33:34

Tune in to the latest episode of Business Beyond Borders, where Laurence Whittam hosts Ashley Platt, founder of Clear Cut Outsourcing, to discuss how CPA firms can effectively leverage outsourcing to drive efficiency, tackle talent shortages, and build stronger, tech-enabled workflows. In this episode, you'll be able to: • Explore why Pakistan is b…

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The Big Opportunity Tax Planners are Leaving on the Table w/ Rory Henry 25:13

4d ago25:13

25:13

In this episode of Growing Your Firm, host David Cristello welcomes Rory Henry, a certified financial planner and behavioral financial advisor. Rory, who is also the director Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of the upcoming book, "Holistic Guide to Wealth Management," discusses the evolving landscape …

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327 Happy Holidays 1:33

5d ago1:33

1:33

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 Wishing you and yours a wonderful holiday season. I'll see you in in 2025! Geraldine FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring: THE EMAIL COURSE – Free geraldinecarter.com/stop-working-weekends Stop Working We…

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Accounting Firm Acquired for 11X EBITDA? State of M&A and More w/ Geoff Bruskin 28:58

7d ago28:58

28:58

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Geoff Bruskin, founder and managing partner of White Tiger Connections. They dive into the dynamic landscape of mergers and acquisitions (M&A) within the accounting industry, exploring how recent trends have created a surge in acquisition interest. Geoff discusses the i…

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326 Solopreneurship Rocks. With Matt Chiappetta, CPA 28:51

12d ago28:51

28:51

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 Wish you could never have another staff meeting? I talk with Matt Chiappetta, CPA about his journey as a soloist: how long it took and what decisions he made to build a $250K accounting practice working 30 hours a week in two years. … Link to full shown…

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325 Radical Pricing to Optimize Profits with Jody Padar, CPA 35:03

19d ago35:03

35:03

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 Do you wish you brought in more revenue for the hours you put in? Jody Padar helps you see the path to higher prices and profits while knowing where to start. https://theradicalcpa.com/ … Link to full shownotes: https://www.businessstrategyforcpas.com/ …

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Behind the Scenes of a Private Equity Backed Accounting Firm w/Tim Brackney 34:40

25d ago34:40

34:40

In this episode of Growing Your Firm, host David Cristello welcomes Tim Brackney, the Chief Executive Officer of Springline Advisory, a firm backed by private equity. They delve into the philosophy of utilizing talent from small firms to enhance shared services, while also discussing the complexities and nuances of private equity in the industry. T…

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324 A Systematic Approach for Accountants to Increase Prices 23:58

26d ago23:58

23:58

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 Almost every CPA I work with is underpriced. However, increasing prices can be scary because you’re worried you will send clients running. Yet, when we apply pricing tools thoughtfully and systematically, we can increase prices significantly, reduce hou…

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48 - Exploring Latin America's Emerging Potential for CPA Firms with Brendan Quirk 28:36

1M ago28:36

28:36

In this episode of Business Beyond Borders, Laurence Whittam and Brendan Quirk dive into the opportunities and challenges of outsourcing and nearshoring for CPA firms in Latin America. Brendan shares insights from his extensive experience in the region, offering valuable perspectives on strategy, talent acquisition, and cultural nuances. In this ep…

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REFRAME PODCAST: With Phil Jones 1:09:23

1M ago1:09:23

1:09:23

In this episode, we dive into building influence and trust in client relationships with insights from Exactly What to Say author Phil Jones and CPAs Hector and Carlos Garcia. They discuss how accountants can reframe “selling” as “serving,” communicate value beyond price, and move from technical experts to trusted advisors. Learn practical strategie…

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Adding $2M in Accounting Services in 36 months w/ Greg O'Brien CPA, CTS 35:50

1M ago35:50

35:50

In this episode of Growing Your Firm, host David Cristello welcomes back Greg O'Brien, Co-CEO of Anomaly CPA, for an insightful discussion about the evolution of his firm since their last conversation three years ago. They reflect on the growth of Anomaly CPA, including the firm's current headcount and revenue, as well as the strategic decisions ma…

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323 7 Payment Options CPAs Can Use for Tax Returns 21:20

1M ago21:20

21:20

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 Providing payment options is an intangible form of value that can be captured to increase revenue without adding more hours or work. Rather than say to your client, “Here’s how much you need to pay me,” instead you are saying, “How would you like to pay…

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47 - Mastering Offshore Success Strategies for Building Effective Global Teams with Abhilasha Parikh 24:55

1M ago24:55

24:55

In this insightful episode, Laurence Whittam sits down with Abhilasha Parikh to explore the essentials of creating and managing effective offshore teams. Abhilasha shares her expertise on what firms need to know to establish strong, sustainable partnerships with offshore providers and how to turn these relationships into true assets for growth. In …

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Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villard 34:46

1M ago34:46

34:46

In this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA, founder of Full Send Finance and co-founder of Full Send Design. The conversation kicks off with a focus on the importance of consistency in achieving success across various endeavors, including social media and business. Roman shares insights from his experienc…

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322 21 Intangibles CPAs Can Price to Increase Margins 21:51

1M ago21:51

21:51

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can: - Capture the value you are already creating by implementing more strategic pricing - Segment your marketp…

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46 - Building Lasting Client Relationships: How CPAs Can Become Trusted Advisors with Jeff Panik 17:24

2M ago17:24

17:24

In this insightful episode, Jeff Panik of Balanced Wealth Partners and Laurence Whittam explore the vital role financial advisors play in creating meaningful, long-term relationships with clients, especially CPAs aiming to be trusted advisors. Jeff shares his journey, key strategies, and practical advice for CPAs to strengthen client retention by f…

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321 When Your Revenue Dries Up Overnight with Minnie Lau, CPA 51:28

2M ago51:28

51:28

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 What do you do when the market throws your business a giant curve-ball and your revenue streams dry up overnight? Minnie Lau CPA shares the good, the bad, and the ugly of niching into stock option planning and watching IPOs evaporate. … Link to full sho…

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Scaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy Wells 23:30

2M ago23:30

23:30

In this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA, owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. Jeremy Wells is a distinguished entrepreneur and financial expert, recognized for his innovative approach to accounting and business strategy. He has dedicated his career to empowering s…

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320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA 44:48

2M ago44:48

44:48

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 Have you ever wondered how fast you might be able to make meaningful improvements to your practice? With baby #2 on the way, time was of the essence. Find out what changes Kyle made, in what order, and what the impact of those changes was. Connect with …

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45 - Mastering Tax Mitigation: Leveraging Defined Benefit Plans for Maximum Client Value with David Podell 22:30

2M ago22:30

22:30

In this insightful episode, Laurence Whittam sits down with David Podell from Business Benefits Consultants to discuss how tax advisors can add value through partnerships and explore innovative tax mitigation strategies for clients. In this episode, you will be able to: Learn how defined benefit and cash balance plans can reduce tax liabilities. Di…

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How Did this Firm Owner 2X Revenue Without Burning Out? w/Logan Graf 27:27

2M ago27:27

27:27

In this episode of Growing Your Firm, host David Cristello interviews Logan Graff, a virtual CPA firm owner (The Graf Tax Co. PLLC) based in Central Texas and a rising star on YouTube. Logan Graff is a dynamic and innovative figure in the accounting industry, known for his unique approach to running a virtual CPA firm and his engaging content creat…

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319 Peak Freedom: Say Hello to Your People 22:17

2M ago22:17

22:17

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 The very thing you need to help you create the accounting practice you want to own that has the time, freedom, revenue, control, and clients you want. It’s time to find and be with your people. Peak Freedom Join Now » https://geraldinecarter.com/peak-fr…

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44 - How Compassionate Business Practices Drive Success with Dr. Bruno Roque Cignacco 29:11

2M ago29:11

29:11

In this episode of Business Beyond Borders, Laurence Whittam welcomes Bruno Roque Cignacco, an expert in compassionate business and international trade. They dive deep into the human side of business, especially within accounting firms. In this episode, you will be able to: Understand the importance of fostering compassionate business practices. Le…

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Doubling Revenue to $2M within 12 Months of Acquisition w/Patrick Dichter's 31:23

2M ago31:23

31:23

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Patrick Dichter, the owner of an acquisition engine specializing in acquiring accounting firms. And owner of Appletree Business Services, a modern accounting and tax firm for small businesses. The conversation delves into Patrick's successful strategies for acquiring fi…

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318 The Power of Your Dread in Your Accounting Firm 27:12

2M ago27:12

27:12

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 The more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun, but sometimes it's a part of business. When you learn how to harness your dread, you get what’s on the other side: glory.…

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43 - Scaling CFO Advisory From Audit Expertise to Leadership with Karl Baker 25:32

2M ago25:32

25:32

Join us for an insightful episode of Business Beyond Borders featuring Karl Baker, Founder of Baker CFO Advisory. Discover how CFO advisory services are transforming businesses and how audit expertise can lead to successful leadership and scaling of advisory services. In this episode, you will be able to: Understand the transition from audit to CFO…

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317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPA 37:38

3M ago37:38

37:38

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 Have you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn’t make it your reality? Belita Blasingame knew she was up to the challenge of reshaping a firm she had purchased into the one she envisioned. … Link …

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42 - Streamlining Success: Automating Accounting Practices with Wesley Hartman 35:19

3M ago35:19

35:19

Join us in this insightful episode of Business Beyond Borders as we dive into the world of accounting automation with Wesley Hartman, founder of Automata Practice Development. Wesley shares his journey from engineering to revolutionizing accounting firms with cutting-edge automation strategies. In this episode, you will be able to: Understand the i…

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316 Pricing vs. Value-Billing 8:39

3M ago8:39

8:39

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 Do you think like someone who bills, or like someone who prices? If you think like a person who bills, you might be leaving profit on the table. Learning how to price requires thinking like a person who prices. This episode will help you get this concep…

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41 - Navigating 7216 Disclosures: Legal Insights for Accounting Firms with Sara Sharp 22:13

3M ago22:13

22:13

In this episode of Business Beyond Borders, Laurence Whittam sits down with Sara Sharp, a specialized attorney in M&A for accounting firms, to delve into the intricacies of 7216 disclosures. They discuss the importance of legal compliance, especially when dealing with outsourcing, and how firms can protect themselves while still navigating the comp…

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AI's Impact on Tax Research and More w/ Piritta Van Rijn 24:21

3M ago24:21

24:21

In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters. They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of exis…

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315 Nine Reasons for CPAs to Disengage Clients 21:06

3M ago21:06

21:06

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 If you don’t fire client who need to be disengaged or fired, you risk: Getting resentful Reducing work efficiency Not enjoying your work Not enjoying your accounting firm Staff suffering or feeling demoralized Staff leaving Not having capacity for a gre…

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314 How CPAs Can Reduce Overwhelm During Tax Season 12:42

3M ago12:42

12:42

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure. During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentation despite months of begging…

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40 - Building a Future-Ready Firm: Tech, Talent, and Advisory Insights with Caleb Jenkins 0:41

3M ago0:41

0:41

In this episode of Business Beyond Borders, Laurence Whittam is joined by Caleb Jenkins, a 40 under 40 honoree and ProAdvisor of the Year, to discuss key strategies firms can use to succeed in today's challenging market. In this episode, you will be able to: Learn how Caleb’s firm transitioned from traditional to value-based pricing. Discover the b…

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How to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFP 19:41

3M ago19:41

19:41

On this episode of Growing Your Firm, host David Cristello interviews Michelle Neiswender, CFP the founder and CEO of FIRE Wealth Management. Michelle shares insights from her experience in the wealth management industry, offering valuable lessons applicable across different sectors. As a fee-only certified financial planner, Michelle specializes i…

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313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless 46:29

3M ago46:29

46:29

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 Ron Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Revenue. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you …

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