I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
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Accounting Automation Podcasts
Exploring the intersections of accounting, technology and modern practice methodologies. Each month guests share how they built their business and how your business or clients can use technology to be more effective and efficient. This may include exploring: *How you can implement and integrate business tools with your online accounting software to automate processes, improve productivity, and profitability; *How to build a business developing business apps; or *How to build a tech stack tha ...
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Join Isaac Heller as he meets with leaders in the accounting technology space to discuss how AI and automation are transforming the accounting industry, how technology has evolved, and how AI can help accountants work more efficiently. You’ll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!
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A tactical playbook for serious retail traders. Hosted by seasoned options professionals, this podcast delivers institutional-level insights on automated options trading with defined risk strategies and capital precision. Each episode is engineered for clarity and impact, covering everything from trade setup to allocation and risk control. You'll hear the logic behind every move, the rules behind consistent returns, and the mechanics professionals use to sidestep the costly mistakes most ret ...
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The Breakeven Brothers podcast explores how AI is transforming the landscape for professionals. Join brothers Bradley Bernard and Bennett Bernard, a software engineer and a Certified Public Accountant, as they offer a unique perspective on how automation and intelligent agents are transforming knowledge work. They explore the shift from manual tasks to strategic oversight, the growing importance of prompt engineering, and the critical skills you'll need to not just survive, but thrive in an ...
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Welcome to “ITSM That Works4Me,” the podcast about how to achieve real success with IT service management! Each week, we break down real use cases, smart automation strategies, and the tools that work — not just buzzwords.
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Listen with Alan Armstrong and Sam Foot as we talk about all things Microsoft Azure! We are both technical consultants working with Azure day in, day out. Alan focuses on Identity and Security automation while Sam is a .NET developer deploying PaaS and SaaS solutions on Azure. Each episode we have a topic we cover and we highlight some key news that we are interested in. No fluff, sales or products here, just two technical people having a light hearted chat.
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A weekly podcast providing fraud prevention and vendor setup training to protect the vendor master file. Immediate takeaways with actionable steps you can implement today into your vendor onboarding and maintenance process to reduce fraud and regulatory fines. Great tips for the Accounts Payable and Procurement teams to clean-up their vendor data, clean-up their vendor processes so that they can pay the right vendor.
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Accounting Automation is a podcast for helping accounting firms learn new ways to do more with less.
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What apps and plugins do you need for your accounting business? What's the crypto, AI, or automation technology that's going to be the next disrupter? Let's find out. It's Tech Time at Accounting High.
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Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!
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IMA® (Institute of Management Accountants) brings you the latest perspectives and learnings on all things affecting the accounting and finance world, as told by the experts working in the field and the thought leaders shaping the profession. Listen in to gain valuable insight and be included in the future of accounting and finance!
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Amplify is podcast dedicated to helping accounting firms grow and thrive. Each season focuses on a particular issue or topic for accounting firm growth. Every episode features expert guests from across the accounting industry with expertise in marketing, business development, HR, strategy, and leadership. Amplify is a production of the Association for Accounting Marketing (AAM).
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Automation Station is a podcast series from Capgemini to help define and demystify automation in business. While much has been said and written about the potential of automation to revolutionize the machinery of enterprise: the supply chain, accounting, hiring, firing, and retiring people and, of course, the consumption of products and services, today’s reality may not be quite as optimistic. Or is it? And is automation helping to shape the post-pandemic enterprise landscape? Over six episod ...
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Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing ...
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Leadership development can lead to greater promotion potential. This podcast is hosted by Stephen McLain, a U.S. Army-Retired Finance Officer. After retirement, Stephen transitioned to working as a Business Consultant in Corporate Finance and Accounting. Topics will be dedicated to leadership and strategic mindset development for Finance and Accounting professionals, where we will focus on the four key Finance Leader responsibilities: 1) influence, 2) developing our team, 3) achieving result ...
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The Modern Accountant is a podcast for accounting professionals. We discuss the intersection between technology and the accounting industry, covering topics like cloud accounting, automation, cybersecurity, and data privacy. Learn about the latest trends, strategies, and tools to help your firm thrive in today's digital landscape. Tune in to stay ahead in the ever-evolving world of technology.
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2025 Best Christian Finance Podcast in the U.S., awarded by Best of Best Review. Money isn’t just about numbers — it’s about confidence, stewardship, and faith. If you've ever felt stuck in the cycle of financial shame, you're not alone — and you don't have to stay there. Welcome to Financially Confident Christian, where we blend Biblical wisdom, practical financial strategies, and daily encouragement to help you break free, build lasting confidence, and honor God with your resources. Hosted ...
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Mark Wickersham - chartered accountant, public speaker and value pricing expert – has spent the last 20 years teaching accountants and bookkeepers about the wonders of value pricing. In this podcast he tackles some of the industry’s most common frustrations such as dealing with price sensitive clients, having the pricing conversation, and being confident when it comes to charging the higher prices that you deserve. Mark is obsessed with value pricing! It is far superior to the fixed pricing ...
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In the CFO Corner, we sit down with CFOs and corporate finance professionals to hear about the innovative approaches and technology they have used to scale and grow their organizations. They share the challenges they’re facing with mundane repetitive tasks and give their takes on what they’d like to see in the corporate finance function that can help CFOs achieve a stress-free working life. This is the podcast for you if you’re ready to learn about the innovative approaches that are out ther ...
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Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Tersh Blissett & Josh Crouch
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Ready to revolutionize your home service business? Tune into the Service Business Mastery Podcast! We dive deep into automation and AI, including swarm agents, AI chatbots, and AI voice agents, to help you streamline and optimize your operations. Whether you're in HVAC, plumbing, electrical, or any other home service trade, we cover leadership, marketing, finance, pricing, and HR to give you the edge you need. Click here to transform your business and embrace the future today!
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For landscaping contractors, there’s nothing more satisfying than a job well done — especially when it’s finished on time and under budget. Tune in every two weeks as real contractors and golf superintendents with real stories share their Confessions of the Craft, recorded live with SiteOne Landscape Supply during the Equip|HNA and GCSAA shows. This informative series pulls back the curtain for an entertaining and occasionally humorous look into the lives of green industry pros — as they nav ...
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Overdue Advice is the podcast about cash flow strategies to grow your business. Each episode covers an aspect of credit management and accounts receivable. "Legal Collections (and How to Avoid Going to Court)," "Debt Doesn't Die: Estate Collections," and "How Professional Collectors Recover More," are just a few areas covered with rare industry insights. There's no show like it! Host Bryn Griffiths talks with guests including published authors, veteran collectors, accounts receivable trainer ...
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Forces in Fintech is a bi-weekly podcast produced by REPAY, a leader in integrated payment solutions since 2006. We’re dedicated to revealing what’s behind the digital transformation of fintech and commerce. In season 1 of the podcast, we’re talking with industry experts to discuss modern technologies and how they influence market trends.
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The Unofficial Sage Intacct Podcast is your inside track to the world of Sage Intacct and the broader accounting industry. Hosts Emily Madere, Doug Lewis, and Matt Lescault bring their unique perspectives and expertise to explore the latest trends, challenges, and opportunities in this rapidly evolving space. In each episode, the trio explores topics like the power of the Sage ecosystem, best practices for CAS, new Sage product features, and the impact of artificial intelligence. They'll be ...
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Informative posts and video recaps about innovations, methods and technologies that are changing our world.
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The official podcast of the freeCodeCamp.org open source community. Each week, freeCodeCamp founder Quincy Larson interviews developers, founders, and ambitious people in tech. Learn to math, programming, and computer science for free, and turbo-charge your developer career with our free open source curriculum: https://www.freecodecamp.org
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The Lawyerist Podcast is your ultimate guide to building, managing, and growing a successful small or medium-sized law firm. Tailored for lawyers and attorneys who aspire to thrive in today’s fast-paced legal landscape, this podcast delivers actionable advice, proven strategies, and cutting-edge insights to help you run a modern law firm with confidence. Whether you're a solo attorney starting your practice, managing a growing firm, or looking to optimize your operations, The Lawyerist Podca ...
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In-depth, honest accounting software and technology reviews capturing the real-life experiences of using particular products and solutions - presented by CPA Practice Advisor and technology experts Randy Johnston and Brian Tankersley, CPA.
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Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, Solopreneur, Strategy, Tax, Virtual Assistant Marketing Mindset QuickBooks
Chris Panek - CPA, Business Strategist & Business Coach For Entrepreneurs Growing Their Business
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Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a si ...
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Helping You with Your Business Process and Digital Transformation. "Smart Actions, Better Business."
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CEO Amplify | Small Business Operations, Time Management, Business Systems, Business Strategy
Donna Dube | Certified Director of Operations, Business Growth Strategist for Coaches, Consultants and Service Providers
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Are you a small business owner overwhelmed by the endless to-do lists? Are you stuck in a cycle of doing busywork without actually hitting your business goals? Do you dream of building a business that thrives without requiring every ounce of your time and energy? Have you ever felt like burnout is the only way to reach your goals? What if your reality could look different? You can run a successful, sustainable business that grows consistently while giving you time to focus on what truly matt ...
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Accounting AI is a monthly video panel that helps accountants and finance leaders make sense of artificial intelligence and its growing influence on the profession. It is designed for non-technical professionals who want to understand what AI means for their firms, clients and careers. Each episode brings together experts and innovators who share real use cases, strategic insights and examples of how AI is changing decision making, client service and the value of accounting itself. Hosted by ...
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Manufacturers are the driving force behind Industry 4.0, and Wipfli is here to help. Join Bryan Powrozek, engineer turned CPA, as he interviews industry influencers and discusses everything from operational improvements and performance enhancements to large-scale digital transformation and data-based decision making. If you want innovative ideas for growth and automation, The Sound of Automation is for you.
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Welcome to 'Beanies in a Pod', the podcast run with and for bookkeepers and accountants. Join us each week as we dive into the world of accounting and bookkeeping, discussing everything from technology and automation to sustainability and mental fitness. Our podcast is all about providing fun and positive content that is genuinely focused on the lives of bookkeepers and accountants. We believe that it's important to create a space where people in this industry can come together, share their ...
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Get your Amazon account reinstated, sell with confidence, and increase your bottom line. Riverbend Consulting helps you navigate online retail.
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A transparent account of bootstrapping an insurance business as a solo founder.
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FutureView Finance Fireside Chats are hosted by John Baule, a seasoned CFO, and co-founder of FutureView Systems. Our Finance Fireside Chats cover a variety of topics of interest for accounting and finance professionals including trends, insights, analysis and best practices.To learn more visit us at https://www.futureviewsystems.com/
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The goal of the Business Innovation Playbook Podcast is to inspire innovation by providing strategic solutions to common business challenges. As the business landscape and technology evolves, DPT Solutions plans proactively for the future with an emphasis on lead through cash solutions ranging from marketing automation, CRM, field service, accounting, and data visualization. Each podcast will be accompanied by an Innovation Playbook that will outline the steps you can start taking immediatel ...
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B2B Marketing, the If You Market podcast is a long form conversation on B2B marketing with industry experts and thought leaders. Topics include: content marketing, account-based marketing, social media, leveraging data, Marketing Technology, branding, demand generation, marketing automation, Email Marketing, sales and marketing alignment, SEO, CRM, and other great acronyms.
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Has your accounts payables process changed with the times? Or do you still struggle with too much paper, impossible approval tracking, and manual entry errors that cost your business time and money every day? TrinDocs is a tailor-made software that's built by accountants, for accountants, with real-world solutions that are proven to increase efficiencies, tighten controls, and help you easily scale growth. Join us for tips and tricks on how to save your team time by automating manual invoici ...
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Super Exciting HR Fun Time breaks the mold of stuffy, corporate HR podcasts. Co-hosts Enzo Garza (15+ year accounting veteran and founder of Accounting Prose) and Dan Evanoff (Accounting Prose HR practice leader with 15+ years of hands-on experience) bring you small business HR insights that actually matter—with a side of humor and zero corporate jargon. Each episode tackles the HR challenges keeping small business owners up at night, from cutting-edge issues like AI fraud infiltrating the h ...
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Hosted by productivity strategist Mike Vardy, A Productive Conversation offers insightful discussions on how to craft a life that aligns with your intentions. Each episode dives into the art of time devotion, productiveness, and refining your approach to daily living. Mike invites guests who are thinkers, doers, and creators to share their strategies for working smarter and living more intentionally. From practical tips to deep dives on mindset shifts, this podcast will help you reframe your ...
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NEW EPISODES!! At The Digital Trust & Safety Insider Podcast, we chat with people on all sides of the fraud fight: hackers, Secret Service agents, risk analysts, and reformed fraudsters-turned-business consultants. In an era when high-profile account takeovers and global malware attacks lead the headlines, Sift is the leader in Digital Trust & Safety. offering end-to-end intelligent automation to help businesses proactively stop fraud and achieve rapid growth without risk.
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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
Alyssa Lang
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Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workfl ...
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ReminderMedia proudly presents the Stay Paid Podcast. We help agents & entrepreneurs master the latest business trends to unlock growth and create a life of freedom. Along with a healthy dose of motivation and inspiration, hosts Luke Acree and Josh Stike tackle business-building subjects like lead generation and retention, digital marketing and social media tactics, and the revenue-producing potential of relationships within your sphere. Each episode aims to provide listeners with tangible s ...
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In this podcast series, Derek Distin, Vice President of Community at Rightworks, sits down with several of our RightNOW sponsors to discuss the state of the accounting profession and its future. The RightNOW 2025 is the ultimate mid-year conference for accounting and tax pros. It will be held May 19-21 in Nashville, Tennessee. Register today at www.rightworks.com/rightnow2025.
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The eCommerce Money Map Podcast is a podcast for eCommerce business owners. Join Salim Omar, CPA and Shawheen Amirkhizi as they talk to experts in the eCommerce market, providing the audience with the tools to make their eCommerce business a success.
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Earmark On the Road takes you behind the scenes of the hottest conferences, meetings, industry events, and trade shows. Our dedicated hosts capture the energy right from the event floor, conducting interviews with influential leaders in the accounting industry, providing you with an exclusive glimpse into the most significant happenings in the accounting world. Stay tuned to discover what lies ahead for the accounting industry captains who are shaping the future.
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341: Automate QuickBooks Bank Feeds To Save Time Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Accountant, Bookkeeper, VA, Owner, Or Self-Employed
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As a business owner, bookkeeper, or accountant, you want to make sure that you are utilizing your time as wisely as possible, which includes processing your bookkeeping in the most efficient way possible. There are many options for you to do this when you are using a computerized software system for your bookkeeping, but making sure you are utilizi…
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Cash vs. Margin Account Basics for Options Trading
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Send us a text This episode provides an educational overview concerning the differences between cash accounts and margin accounts for options trading. A cash account mandates that the customer must possess the full amount of funds for any security purchased, precluding the use of leverage. Conversely, a margin account permits the broker to loan the…
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#193 From injured athlete to software engineer with Kaleb Garner
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Kaleb Garner is a software engineer working at a medical technology app company. He got a scholarship to play baseball at a state university, but a serious knee injury ended his career and he dropped out. After moving back in with his parents and working at an optometry office, he decided to teach himself programming. He used freeCodeCamp and 100De…
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527 Does AI Mean ADVISORY Is The Future for Accounting Firms?
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🚨 Take a look at the accounting-specific meeting notetakers I mentioned: Vinyl: https://www.usevinyl.com/ Ping: https://pingassistant.com/ Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/n49 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & b…
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The Importance of Investing Regularly: Dollar-Cost Averaging?
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Today, we're diving into the wild world of investing and why trying to time the market is like chasing a falling knife—you might get lucky, but more often, you're just gonna end up with a cut. The Importance of Investing Regularly: Dollar-Cost Averaging? Seriously, we unpack a listener's question about whether it’s better to wait for the perfect mo…
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How Does a Credit Spread Work? Mechanics and Formulas Explained
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Send us a text This episode provides an extensive guide to credit spreads, an options trading strategy designed to generate consistent returns while defining maximum risk upfront. It explains that a credit spread involves selling one option and buying another at a different strike price to collect a net premium, which represents the maximum profit,…
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From Survival to Strategy: Scaling Your Law Firm Finances, with Bernadette Harris
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In episode 583 of the Lawyerist Podcast, Zack Glaser talks with Bernadette Harris, business strategist and finance coach at Lawyerist, about how to move beyond “survival mode” and into strategic, scalable growth. Bernadette breaks down the financial metrics that define a mature, transferable law firm, what she calls the difference between working i…
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Episode 360: Fraudsters Have a Way to Pass Payee Positive Pay for Stolen Checks – How it Works and What to do About it
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Fraudsters have evolved again – this time with check fraud because they have found a way to bypass payee positive pay. So now what? Keep listening. Check out my website www.debrarrichardson.com if you need help implementing authentication techniques, internal controls, and best practices to prevent fraudulent payments, regulatory fines or bad vendo…
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"I Bought a PIG to Promote my INSURANCE Business" | How to Win Your Local Market
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What if the best way to market your business wasn’t advertising at all—but giving back? In this episode of Stay Paid, we sit down with Mike Kirtley of Kirtley Insurance and the AC Companies to learn how he built his brand through authenticity, relatability, and giving back. From buying livestock at county fairs, to sponsoring race cars, to creating…
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Avoiding Investment Scams: How to Spot Red Flags?
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Alright, folks, let’s dive into some serious stuff today—investment scams. Did you know that in the U.S. alone, a whopping $5.7 billion was lost to these sneaky fraudsters last year? That’s a billion with a "B"! And get this, 79% of the folks who fell for it lost more than $9,000 each. Yikes! Most of this cash went down the crypto rabbit hole, whic…
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Count Me In at SuiteWorld 25 - Featuring Evan Goldberg
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Get ready for an inspiring chat with Evan Goldberg, co-founder and EVP at Oracle NetSuite, as he sits down with host Adam Larson at SuiteWorld 25. In this special bonus episode, Evan looks back on over 27 years of building the world’s #1 cloud ERP and shares honest stories about his entrepreneurial journey—successes, setbacks, and all the learning …
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The Franchise Growth Playbook for Service Business Owners to Scale Smart in 2025 with Adam Terranova
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Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - https://bit.ly/3CZTDte __________________________________________ Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! https://www.servicebusinessmastery.com In this episode of the Service Business Mas…
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Confessions of the Craft: Episode 45 - Four Boots Landscape and Construction
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Fiona, founder of Four Boots Landscape and Construction, shares how she left a 25-year corporate career to build a thriving landscaping business. From home renovations to landscape design, Fiona’s story showcases her adaptability and passion. Tune in for insights on entrepreneurship and empowering other women in the trades: https://siteone.buzzspro…
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Skye Waterson Talks About ADHD, Attention, and Building Systems That Actually Work
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This episode is sponsored by Bento Focus — the ADHD-friendly focus timer that helps you do less, better. Limit your day to three meaningful tasks, build calm routines, and stay focused with beautiful Japanese-inspired themes. Try it today at dub.sh/mike-bento-podcast. When you’re managing ADHD—or simply navigating the distractions of modern life—tr…
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Understanding Market Cycles: Investing with Patience and Faith?
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Buckle up, folks, because today we're diving into the wild world of the stock market, and let me tell ya, it’s a roller coaster ride! We’re tackling that gnawing fear that hits when the market takes a nosedive and discussing how to keep your cool instead of losing your marbles. I mean, who hasn’t felt that panic creeping in when the numbers drop, r…
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526 The Accounting Firm Unlimited Client Hack
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Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/3zr 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/qck 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ Canopy: https://www.getcanopy.com/ 🗣️ Continue the discussion on social! X https://twitter…
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345: Strategic Moves For The Final Quarter Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA, Owner, Or Self-Employed
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Now that we are finding ourselves in the fourth quarter of the year, it’s time to start wrapping up this year on a high note, and I’m here to guide you through the essential steps you should be taking in this last quarter. If you are anything like me, these last three months of the year go by so quickly, and before I know it, January is here, the h…
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#001 Stop Mixing Personal and Business Money:
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Welcome to Season 10 of the Digital Transformation Academy Podcast, where we simplify business systems, accounting, and automation for entrepreneurs.In this episode, Dennis Hilario and Leslie Mabilangan discuss one of the biggest mistakes small business owners make: mixing personal and business finances.Learn how to:Separate your accounts the right…
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In this week’s ITSM That Works4Me podcast, we unpack one of the biggest challenges in enterprise IT: "Fragmented incident response." When ownership is split across multiple tools and teams, accountability vanishes — and so does productivity. In this episode, we explore how Xurrent and its embedded AI, Sera AI, bring clarity, speed, and continuous i…
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AI-Powered Finance Transformation with Billy Newman, CFO at Redwood Software
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In this episode of CFO Weekly, Billy Newman, CFO at Redwood Software, joins Megan Weis to explore how modern CFOs are revolutionizing finance operations through AI-powered automation and strategic oversight. Billy brings extensive experience from his tenure as CFO at Cvent, where he navigated the company through a pandemic, two public offerings, an…
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Behavior vs. Knowledge: Why Your Habits Matter More Than Information?
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Ever find yourself saying, "I know what I should do, but why can't I just do it?" Yeah, me too! It’s a struggle we all face, especially when it comes to money. In today’s chat, we dive into why following through on our financial goals can feel like climbing a mountain in flip-flops. Behavior vs. Knowledge: Why Your Habits Matter More Than Informati…
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Have you ever looked at your week and thought, “What did I actually get done?” If you’ve got the vision, the plan, and the passion. but your calendar still looks like a fire drill, this episode is for you. We’re unpacking exactly why your business feels stuck and how to build the operational bridge between your 90-day plan and real momentum. You’re…
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From Reporting to Relevance: Building Capacity through Alignment, Automation, and Development
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Send us a text Episode #147: Too many finance teams are stuck formatting data while the decisions fly by. We tackle a smarter way to work: build capacity by aligning effort to strategy, automating the grind, and developing the skills that turn reports into results. Stephen McLean walks through a practical approach for FP&A and accounting leaders wh…
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Are you running a thriving practice, or just busy and broken? Jeannie Savage reveals how she doubled her profits in just one year. Discover the Bookkeeping Practice Blueprint, a powerful framework designed to help bookkeepers move from surviving to scaling. We talk value pricing, productized services, and the future of bookkeeping. Find out how AI …
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Recruiting Funnels, Cold Calling Scripts & Beating Slumps
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Recruiting agents? You need a funnel, not just cold calls. In this week’s Stay Paid Q&A, Luke and Josh answer live calls from agents and entrepreneurs across the country. From building recruiting funnels and creating the right scripts, to overcoming slumps with accountability and visualization, to leveraging TikTok leads with the right funnel—this …
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525 What’s The Most PROFITABLE Accounting Firm You Can Run?
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Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/x3y 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/3kk 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/jrq 💰 Today…
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Diversification: Why shouldn’t I put all my eggs in one basket?
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We're diving into the world of diversification today, and trust me, it's all about not putting all your eggs in one basket. Diversification: Why shouldn’t I put all my eggs in one basket? We’ve got a listener asking the million-dollar question: what does it even mean to diversify? Well, I’m here to break it down in plain English. You see, spreading…
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344: Why What You Have Is Already Enough Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA, Owner, Or Self-Employed
5:18
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Have you ever noticed that the moment you reach a certain level of success, you immediately start striving for more? That feeling like no matter what you achieve, it’s just never enough? Or maybe you’ve found yourself, despite working hard to build something amazing, sabotaging your own success, which starts to drain your time, energy, and focus in…
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Ep. 318: Elizabeth Lotardo - Practical Ways to Lead Yourself Through Change and Everyday Stress
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In this episode of Count Me In, host Adam Larson sits down with Elizabeth Lotardo, author of "Leading Yourself," for a candid and refreshing conversation about finding purpose, battling burnout, and navigating real-life work challenges. Elizabeth shares relatable stories and actionable advice for anyone who’s ever wondered how to stay motivated in …
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What Is a Credit Spread? Strategy, Examples & Risks
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Send us a text This episode provides an extensive explanation of credit spreads, an income-generating options strategy defined by selling one option and buying another at a different strike price, thereby collecting a net premium. It details how these defined-risk strategies work, offering concrete examples such as the Bull Put Spread used on the S…
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Investing for Other Goals: Home, College, or Big Purchases?
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Today we're diving into a super important topic: investing isn't just about saving for retirement, folks! We’ve got to chat about all those other life goals, like buying a house or sending the kids to college. Investing for Other Goals: Home, College, or Big Purchases? I mean, who wants to put all their eggs in one basket, right? We’ll break down h…
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How do I invest beyond my 401K for success?
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Today, we’re diving into a crucial topic: why just getting that 401k match isn’t cutting it. Imagine you’re out for a chill walk and you spot a crisp hundred-dollar bill on the sidewalk—do you pick it up? Of course, you do! But what if you just let it sit there? That’s kind of what happens when folks only invest the minimum in their retirement plan…
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#192 Evan You – From Art School Kid to Open Source Legend
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Evan You is the creator of the popular Vue JavaScript library for front end development and the Vite JavaScript build tool that a lot of devs use as a boilerplate for their new projects. He's a self-taught developer based in Singapore. He shares tips for: - Getting involved in open source - Leading open source projects and attracting sponsors - And…
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524 It’s Time We Stop Trying To Educate Our Clients
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/h4z Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/25d 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/kmj 💰 Today…
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Understanding Investment Fees: Are They Eating Your Returns?
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Alright, folks, let’s dive into some juicy money talk! Did you know that a whopping 21% of investors think they pay no fees on their investments? Yep, crazy, right? Today, we’re breaking down why understanding those sneaky fees is super critical because they can munch away at your returns like there’s no tomorrow. We’ve got some wild stats and real…
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Unpacking OpenAI's DevDay: changes you need to know
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For our dirty 30, we're unpacking some of the biggest AI news of the year, coming at you fresh on the same day it dropped. OpenAI just held their DevDay, and to say they dropped a bombshell would be an understatement. We’re giving our live, unfiltered reactions to a tidal wave of new releases that genuinely knocked it out of the park. From an App S…
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Deepfakes, Data, and Duty: Navigating AI Ethics in Law, with Merisa Bowers
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In episode 582 of Lawyerist Podcast, Zack Glaser talks with Merisa Bowers, Loss Prevention and Outreach Counsel at the Ohio Bar Liability Insurance Company, about how artificial intelligence is reshaping lawyers’ ethical duties. Merisa explains how deepfakes and realistic scams are creating new challenges for diligence and verification, why unregul…
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Episode 359: Vendor Is Not Registered in Their State? Here’s What To Do Next
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If one of your vendor validations is checking with the State of your vendor but find that the vendor is not registered with the State of their address….now what? Keep listening. Check out my website www.debrarrichardson.com if you need help implementing authentication techniques, internal controls, and best practices to prevent fraudulent payments,…
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Hyperlocal Farming, Cookouts & Neighborhood Domination
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How do you stay focused when distractions pull you in every direction? In this week’s Stay Paid Q&A, Luke, Josh, and Cody tackle real agents’ toughest questions about farming, focus, and follow-up. Discover why cookouts and partnerships work, why time blocking is critical, and why asking for referrals should never feel uncomfortable. 👉 You’ll learn…
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Automating Your Investments: Consistent Growth, Less Stress?
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Today, we're diving into the world of automation and why it’s a total game-changer for your investments. Seriously, if you're like me, juggling a million things in life, setting up automated contributions can take a load off your shoulders and keep your financial future on track without you even having to think about it. Automating your investments…
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👟 From Heels to Converse: The Advisory Revolution | Madeline Reeves
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Madeline Reeves shares how Advisory Amplified is reimagining accounting conferences with community focus, practical advisory content, and a women-led, inclusive approach. Summary Today I’m speaking with Madeline Reeves, Founder & CEO of Fearless Foundry, creator of Advisory Amplified. In this episode, we talk about . . . Reinventing accounting conf…
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523 Text Messaging Best Practices in Accounting Firms
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jasononline.link/cxh 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jasononline.link/73e 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ TeamUp: http://hireteamup.com/jason 🗣️ Continue …
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The Patent-Backed Home Guardian Tech to Expose Efficiency Myths & Reduce Costs with Keith E. Flores
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Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - https://bit.ly/3CZTDte __________________________________________ Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! https://www.servicebusinessmastery.com In this episode of the Service Business Mas…
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This episode is sponsored by Bento Focus — the ADHD-friendly focus timer that helps you do less, better. Limit your day to three meaningful tasks, build calm routines, and stay focused with beautiful Japanese-inspired themes. Try it today at dub.sh/mike-bento-podcast. This episode is the latest in our monthly series PM Talks, where Patrick Rhone an…
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The Power of Compounding: How to Make Your Money Work for You?
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Ready to dive into some financial magic? Today, we’re talking about compound interest, and trust me, it’s a big deal. It’s like your money is throwing a party, and every time it gets a little bit bigger, it invites more friends to join in the fun! Seriously though, compounding can turn those small, regular investments into serious cash over time. T…
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343: The Secret To Sustainable Productivity Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA, Owner Or Self-Employed
13:10
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By Chris Panek - CPA, Business Strategist & Business Coach For Entrepreneurs Growing Their Business
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#954 ERP Features That Matter: Back-Office & Accounting Transformation for SMEs
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The Digital Banking Revolution with Alex Jimenez, Lead Principal Consultant at Backbase
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By Personiv
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What Are Mutual Funds & ETFs: Your Easy Button for Diversification?
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