सर्वश्रेष्ठ CPAs पॉडकास्टस (2024)

1
42 - Streamlining Success: Automating Accounting Practices with Wesley Hartman 35:19

3d 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…

1
316 Pricing vs. Value-Billing 8:32

5d ago8:32

8:32

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 concept …

1
AI's Impact on Tax Research and More w/ Piritta Van Rijn 24:21

11d 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…

1
41 - Navigating 7216 Disclosures: Legal Insights for Accounting Firms with Sara Sharp 22:13

10d 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…

1
315 Nine Reasons for CPAs to Disengage Clients 20:59

12d ago20:59

20:59

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 great…

1
314 How CPAs Can Reduce Overwhelm During Tax Season 12:35

19d ago12:35

12:35

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 a…

1
40 - Building a Future-Ready Firm: Tech, Talent, and Advisory Insights with Caleb Jenkins 0:41

19d 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…

1
How to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFP 19:41

25d 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…

1
313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless 46:22

26d ago46:22

46:22

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 fe…

1
39 - Enhancing Client Value Through Strategic Tax Incentives with Brandon Carroll 25:07

1M ago25:07

25:07

Dive into the latest episode of Business Beyond Borders, where host Laurence Whittam and guest Brandon Carroll explore how CPA firms can tap into powerful tax incentives to add value for their clients. This discussion reveals strategies for enhancing your advisory services and staying competitive in today’s market. In this episode, you will be able…

1
312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EA 29:28

1M ago29:28

29:28

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe Do you know you need to raise prices but are intimidated by all the factors going into the decisions? Kathy Hayden, EA, and her sister, Julie Wagner, had 1100 clients with varying degrees of complexity, legacy, and price discrepancy. They share the 7 most…

1
AI & Future of Accounting - Interview from Hannah Smolenski CPA 37:26

17d ago37:26

37:26

Check out Hannah's amazing YouTube Channel: https://youtu.be/sbXbhSATArs Check out REFRAME 2024: https://www.reframe2024.com/

1
38 - Maximizing Efficiency with Amalgam Transforming Accounting Firms with Joe Manganelli 20:58

1M ago20:58

20:58

Join Laurence Whittam and Joe Manganelli, Chief Revenue Officer at Amalgam, to discuss the impact of technology on accounting firm efficiency. In this episode, you will be able to: Discover how Amalgam can integrate various data systems into a single platform for improved efficiency. Learn about specific use cases where Amalgam has significantly re…

1
300 Client Consults in Year 1? Learn How and More w/ Max Minsker 29:39

1M ago29:39

29:39

On this episode of Growing Your Firm, David Cristello interviews Max Minsker, the founder and CEO of Bookmate, a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services. The discussion delves into his unique approach to packaging and pricing, highlighting his atypical p…

1
311 4 Ways CPAs Can Price Intangibles 9:51

1M ago9:51

9:51

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe Just how much revenue did that ship mechanic leave on the table? Had he been better at pricing, he might have been able to price more profitably. Pricing intangibles is a skill, and the better a seller does it, the more revenue he can generate for the tim…

1
Talent Crunch!? This Guy Has 500 Accounting Candidates Ready for Hire 28:49

2M ago28:49

28:49

In this episode of the Growing Your Firm podcast, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Laurence Whittam, the Managing Director at Impact Global Solutions. Laurence specializes in helping CPA firms build successful outsourced teams. The discussion delves into the evolving landscape of the industry, where the challenge …

1
37 - Building Scalable CPA Firms Through Tax Planning, Offshore Teams, and Client Retention with Dan Nicholson 20:57

2M ago20:57

20:57

Join Laurence Whittam as he talks with Dan Nicholson of Nth Degree CPAs on Business Beyond Borders. Tune in to learn how to transform your practice and stay ahead in the evolving accounting landscape. In this episode, you will be able to: Learn how to build a tax-planning-centric CPA firm that stands out from the competition. Discover the keys to d…

1
310 From Exhausted to Having Her Life Back: Wendy Norman, CPA 42:32

2M ago42:32

42:32

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe Two years ago, Wendy was working 70 hours a week in her firm. She was exhausted and “wanted to hide under the bed.” Now, she works 30 - 40 hours a week, has her life back, and brings in more revenue at higher margins. … Link to full shownotes: https://www…

1
36 - Cybersecurity Essentials for CPA Firms: Strategies and Best Practices with Terry Ziemniak 24:05

2M ago24:05

24:05

Join Laurence Whittam and Terry Ziemniak in this episode of Business Beyond Borders as they delve into the essential cybersecurity practices for CPA firms. In this episode, you will be able to: Understand the crucial role of cybersecurity for CPA firms and how it impacts both the firm and its clients. Learn the benefits of having a fractional Chief…

1
309 How to Start Niching When You Don't Know Where to Start 1:11:46

2M ago1:11:46

1:11:46

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe When it comes to creating revenue for your accounting practice, you need to create value and you need to price effectively. Niching is a powerful way to create more value with less time and effort, and niching is a powerful way to price more effectively. …

1
AI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy Angelo 38:14

2M ago38:14

38:14

In this episode, host David Cristello interviews Billy Angelo, the managing partner of Angelo and Associates, who brings over 20 years of experience in the accounting industry. Billy shares insights on steering small businesses, specifically private practice owners, towards financial clarity and success. They discuss topics such as off-boarding cli…

1
308 How CPAs Can Create and Communicate Value 1:01:05

2M ago1:01:05

1:01:05

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe Do you want to increase your revenue without working harder? If so, deepening your appreciation of creating value for clients and clearly communicating that value is a great bet. The less a business-owning accountant appreciates value, the more she’ll wor…

1
3 Things Holding Back the Accounting Industry w/Seth Fineberg 37:37

2M ago37:37

37:37

Today's guest, Seth Fineberg, a veteran in the accounting industry and founder of Accountants Forward, shares insights on how firm leaders can lead by example to move the profession forward. He discusses his career journey and current services, emphasizing the importance of instituting positive practices in the industry. Tune in to learn from Seth'…

1
307 Take the shortcut!! With Hector Cantu, EA 23:18

2M ago23:18

23:18

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe You can figure out how to make the changes you need to make to your firm out on your own. But just because you can doesn’t mean you should. I talk with Down to 40 Hours CPA Masterminder Hector Cantu about the difference between DIYing and taking the short…

1
35 - Building Effective Partnerships: Navigating Outsourcing in the Accounting Industry with Andrew Garvey 30:29

2M ago30:29

30:29

Join Laurence Whittam in the latest episode of "Business Beyond Borders" as he chats with Andrew Garvey from BeFree about the intricacies of outsourcing in the accounting industry. Discover the importance of effective communication, comprehensive onboarding, and treating outsourcing partners as integral parts of the team. In this episode, you will …

1
7 Accounting Firm Acquisitions in Nine Years w/ Cory Gayman, CPA 31:31

2M ago31:31

31:31

On this episode of Growing Your Firm, host David Cristello welcomes Cory Gayman, CPA, the CEO/CFO/Founder of JCG Tax & Advisory Firm. Cory shares insights on establishing common ground with entrepreneurs, addressing the accounting talent shortage, improving accounting efficiencies, and navigating the world of virtual firms. Tune in for valuable tip…

1
306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA 41:10

2M ago41:10

41:10

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe Running and growing your accounting practice can feel like a lot –– and maybe sometimes a hair more than you care to manage. Yet, how to change, what to change, and in what order to change things can be far from obvious. In this conversation, I want liste…

1
34 - Mastering Social Media and Strategic Marketing for Accounting Firms with Alyssa Dillon 30:35

3M ago30:35

30:35

In this episode of "Business Beyond Borders," Laurence Whittam sits down with Alyssa J. Dillon from Money Maker Mastermind. Alyssa shares her journey of helping accounting firm owners achieve significant growth by leveraging social media and strategic marketing. In this episode, you will be able to: Learn How to Leverage Social Media for Growth: Di…

1
33 - Enhancing Firm Security and Efficiency: Expert Tips and Strategies with Roman Kepczyk 43:59

3M ago43:59

43:59

Join Laurence Whittam and Roman Kepczyk as they explore essential cybersecurity and talent management strategies for accounting firms. Learn about the AICPA cybersecurity checklist, the importance of regular security training, and the benefits of hybrid and remote work models. In this episode, you will be able to: Understand the importance of regul…

1
305 Hiring is not the Solution to CPAs Overworking 15:30

3M ago15:30

15:30

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe Working more hours than you want can be a tough place to be. A place that you want to get out of as fast as possible. It would make sense to think that hiring someone to handle the excess work is the solution. I want to show you why hiring may not be the …

1
32 - Outsourcing Success: A July 4th Special with Laurence Whittam 21:54

3M ago21:54

21:54

Celebrate Independence Day by equipping your firm with the right strategies and tools for a successful outsourcing journey! In this special solo episode, Laurence Whittam dives into the critical topic of outsourcing and offshoring for firms. He covers practical steps for firms at different stages of their outsourcing journey, from those just starti…

1
Moving from Local to National, Designing Culture for Working Moms, Acquisition Offers w/Katie Lilly 22:54

3M ago22:54

22:54

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes back Katie Lilly of Lillyfield Accounting Solutions. Katie discusses the transformative changes her firm has undergone since her last appearance on the show, pre-COVID. She shares insights on her firm's transition from serving primarily local clients to expanding region…

1
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA 40:11

3M ago40:11

40:11

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe Melissa Downs, EA completed two rounds of Down to 40 Hours and one round of Down to 25 Hours. A year ago, she was caught in the hustle and grind. Now, she works 15 hours a week and is testing out what it feels like to coast. Want numbers? She cut 70% of h…

1
303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project 37:46

3M ago37:46

37:46

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’…

1
With Jasmine DiLucci (Tax Attorney): Fighting Bad Tax Advice 53:13

3M ago53:13

53:13

Follow Jasmine: youtube.com/@taxleverage instagram.com/taxleveragejd taxleverage.com

1
Building Diverse Accounting Teams, Vaca's During Tax Season, & More w/ Nayo Carter-Gray 31:54

3M ago31:54

31:54

On this episode of Growing Your Firm, host David Cristello welcomes back Nayo Carter-Gray, owner of 1st Step Accounting. Nayo, an enrolled agent and Advanced Certified QuickBooks Online Pro Advisor, is known for making accounting less taxing. The conversation also covers the importance of diversity and inclusion in various aspects of business, sett…

पॉडकास्ट सुनने लायक

CPAs पॉडकास्टस

पॉडकास्ट सुनने लायक

त्वरित संदर्भ मार्गदर्शिका