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A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
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Accountant's Flight Plan

Brannon Poe; Poe Group Advisors

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Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are ...
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The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You’l ...
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Welcome to 'It Depends', a sales tax podcast hosted by Brian Greer and Jeff Meigs from TaxConnex. In this podcast, we’ll be exploring different aspects of sales and use tax. So whether you’re a tax pro or a novice, in industry, school or a practicing CPA, tune in and join us as we attempt to simplify the complexity of the sales tax world. This is ā€˜It Depends.’ Because with sales tax, there is rarely just one answer. And often that’s our answer to many questions – it just depends. Brian - Chi ...
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CAS Minute

Roman Villard, CPA

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CAS Minute is your go-to podcast for actionable insights, strategies, and expert advice to elevate your Client Accounting Services (CAS) practice. Hosted by Roman Villard, CPA, each bite-sized episode dives into key topics like CAS sales, tech stack optimization, operational efficiency, and building a culture that retains top talent. Whether you’re looking to scale your firm, implement the latest accounting technologies, or master the art of advisory services, CAS Minute delivers the tools a ...
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Talking about Coaching

Yannick Jacob, Siwash Zahmat & Nicki Drab

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Does what it says on the tin: We talk about coaching. We, that is Yannick, Siwash and Nicki. We love coaching, collectively got a tonne of experience, knowledge and charm; and we all felt it was time to give something back to our wonderful coaching community. Whether you're a life coach, work with organisations or practice any other form of coaching, you can ask us anything and we'll discuss it for and with you so you can learn, grow and develop your practice and business skills!
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Outbound Sales Lift

Tyler Lindley

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Explore the human side of sales and business with host Tyler Lindley. Leaders in their field share a dose of inspiration through stories about life and business. Sales professionals provide tactical tips you can put into practice today. It all comes together to help you chart your path forward. Achieve your goals on your terms — get inspired by stories from extraordinary people, elevate your performance with the latest outbound tactics, and find the lift you need to take your career to the n ...
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QB Power Hour Podcast

Dan DeLong & Michelle Long

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This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Michelle Long and Dan DeLong who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Thursday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour we ...
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The 15-Hr Accountant Podcast is a podcast for accountants, CPAs, bookkeepers and fractional CFO who are starting (or thinking about starting) their own accounting practice. The podcast focuses on the key building blocks of a hyper-lean, six-figure-plus profitable accounting firm that allows for work-life balance. The perfect podcast for accountants who want to balance parenthood, grandparenthood, easy into retirement, or recover from burnout!
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Now is the time of the Pioneering Practice! Best selling author and marketing expert Amanda C. Watts shares her book 'The Pioneering Practice' as an audiobook. Described as 'The number 1 authority in marketing for accounting firms in the world' Amanda's insights will transform the way you market your accounting practice. LEARN HOW TO MOVE WITH THE TIMES AND NOT GET LEFT BEHIND. There is becoming a strong divide in the accounting industry. There are accounting practices that are pioneering th ...
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Welcome to Redefining Outbound, a new series co-hosted by Cognism's UK and US sales leaders. They'll be sitting down with the most forward thinking sales leaders to explore how and why B2B buying behaviour has changed. They'll also unpack why these trends are important for organisations today.
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B2B Marketing Exchange

Demand Gen Report

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The B2B Marketing Exchange Podcast features candid insights from those who live and breathe B2B. Every week, we'll feature the industry's top influencers and practitioners, who will touch on top-of-mind topics around content strategy, demand generation, account-based marketing, and sales enablement. Subscribe now to get a front-row seat to intimate conversations and top-rated talks from our premier events.
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Pedro Oliveira is a seasoned leader in the brewing industry, recognized for his expertise in driving innovation and strategic growth. With a proven track record at Kerry Group, where he served as RD&A Senior Scientist and Global Brewing Innovation Lead, Pedro Oliveira spearheaded groundbreaking projects in alcoholic and non-alcoholic beverages, pushing the boundaries of brewing technology. Now, as Global Business Development Director at Totally Natural Solutions Ltd., he leads high-impact sa ...
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Now more than ever, B2B companies cannot survive without a clear, defined and functional revenue strategy. We present - The RevOps & ABM Alignment - a podcast that highlights the stories and expertise of B2B Go-To-Market specialists and their strategies for two highly effective motions - Revenue Operations and Account-Based Marketing. Here you can expect to hear from Sales, Marketing, Customer Success and Operations specialists that thrive in building revenue models that exceed expectations ...
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From The Trenches

David Boyar

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In the age of FAKE NEWS, brave souls are needed to fight through the noise and give accountants in practice the support and information they deserve. David Boyar and Paul Meissner share a passion for the role Accountants play in the Australian economy. As the engine room of the economy, small - medium businesses rely on their accountant for technical knowledge, business acumen and professional (and often personal) support. As the way accountants work (through technology) and service (through ...
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Business Essentials talks to those at the forefront of business success who are willing to share their experience and expertise with you. Each episode provides relevant, reliable and up-to-date topics on how to grow your business. We interview experts on leadership, innovation, sales and marketing, customer service, and more. And we speak with leaders in business who have faced challenges and achieved success themselves, and who provide their own insights on what it takes to be successful.
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Hardtofindseminars.com USP (Unique Selling Proposition) University

Michael Senoff at www.hardtofindseminars.com

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Welcome to the Hardtofindseminars.com Unique Selling Proposition (USP) Podcast. I have searched my archives for my most powerful audio consultation on the subject of USP. Many of these recordings are actual consulting sessions with paying clients. Listen in as I craft and teach the power of a USP. Each of these consultations are packed with money making ideas and specific examples of how you can take what you do and developed it into a powerful reason why someone should buy from you. Your US ...
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Welcome to the Coach Approach Ministries Podcast! Coaching is a skillset and a mindset that helps people find focus, discover options and take action. At CAM, we train the very best Christian coaches in the world, and over the last decade, we've trained well over a thousand. Through this podcast, we want to share insights from the Coaching Community and help you to develop a broader understanding of coaching. You can find out more about us at www.coachapproachministries.org and sign up for o ...
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I believe that all people want to be heard, seen, and understood. But how do we get people to hear, see, and understand us effectively? Salespeople train themselves on techniques to do this but there are people doing it well without the word sales showing up anywhere in their job title or job description. This podcast is designed to help us hone our human skills, understand subtle similarities between non-sales people and salespeople, and show how we can learn from both groups the next time ...
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Call to Order is a weekly podcast where 2 Army Veterans in the Recruiting Industry come together to discuss business trends and how Military Veterans could significantly improve your organization. A podcast designed to provide information that is relevant on military recruiting while having some fun in the process.
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The Dental Business Guide

Samera Business Advisors

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Presented by the team at Samera Business Advisors. The Dental Business Guide is all about helping aspiring dental practice owners build and grow their dental business empire. Tune in for tips and tricks by leading industry experts on how you can start and grow your dental business.
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CFO advisory services are the key to building a firm that not only generates higher revenue but also sets you up for a profitable exit. In this episode, Michelle Weinstein sits down with former accountant-turned-entrepreneur Adam Lean, the co-founder of The CFO Project, who has helped countless firm owners shift from compliance work to high-value a…
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Ted McRae - Certified Prompt Specialist will be joining Matt and Dan to overview strategies accounting professionals can utilize in their practice to incorporate AI. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very pass…
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The Evolution of an Industry in Real Time In this episode of the Accountant’s Flight Plan Podcast, Brannon Poe is joined by Dan Hood, Editor-in-Chief at Accounting Today, to explore the shifting tides of the accounting industry. From his start as a receptionist to laying out physical newspapers and magazines to leading one of the profession's most …
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Show Summary: In today’s episode of the Grow My Accounting Practice podcast, Sandro Barbacini, co-founder of Vet in Business, joins the show to explore the power and importance of choosing a niche. Sandro shares how and why he started VIB from scratch, transitioning from veterinary medicine into business coaching, and how narrowing his focus helped…
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Podcast Notes Episode 462 Coaching as Spiritual Practice Host: Brian Miller, Executive Director of CAM Guests: Eddie Hammett, MCC and Scott Wagoner, ACC In this episode, Brian speaks with coaches Eddie Hammett and Scott Wagner about their new book, Coaching as Spiritual Practice: Deepening Faith While Deepening Impact. The discussion explores how c…
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Once your business establishes nexus and you've ensured your products and/or services are taxable, you become responsible for collecting and remitting sales tax. That'd be pretty straightforward if it weren't for the 10,000+ taxing jurisdictions across the US that you have to keep up with. If you have a sales tax obligation and are not collecting a…
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This week we’re flipping the script and looking at outbound through a post-sale lens. Evan Nelson, VP of Customer Experience at Cognism, sits down with Natasha Evans, VP of Customer Growth at Hook, to explore how Customer Success can become a true driver of revenue. They dive into how principles from traditional outbound sales are deeply relevant i…
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Summary: This conversation, I invite someone who got to intentionally know me and who I've worked a little harder for because of how he's made an impact on me. In sales, we sometimes overthink the experience we need to give to people and Sean has found ways to simplify that. Sean met me at a company event and we've developed a great friendship. Wha…
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In this conversation, Yannick Jacob and Nicki explore the intersection of AI and coaching, discussing how AI can enhance reflective practice and supervision for coaches. They delve into the potential benefits and challenges of integrating technology into coaching, emphasizing the importance of maintaining human connection while leveraging AI's capa…
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Show Summary: In today’s episode of Grow My Accounting Practice, we're joined by business coach and Profit First Master, Marcus Kroek, for a powerful conversation around leadership, client relationships, and personal growth. Marcus introduces the concept of "Start with 'I'", a framework inspired by Maslow’s Hierarchy of Needs, focused on employee e…
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Podcast Notes Episode 461 Influential Phrases Hosts: Brian Miller, PCC and Chad Hall, MCC Date: April 17, 2025 In this episode, Brian Miller and Chad Hall discuss the art of sales and the importance of using influential phrases to enhance communication with potential clients. They explore three specific phrases that can help ease the sales process,…
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Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading. We will also be discussing some recent questions added in the the QB Power User Facebook Group QB Power Hour is a free, biweekly webinar se…
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Providing Salary Transparency to Practitioners In this episode of the Accountant’s Flight Plan Podcast, Dominic Piscopo shares with Brannon about his startup–Big4Transparency. This service provides accounting firms with data around salary compensation, breaking up the data by sector, geography, and position seniority. It is easy to use and accessib…
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Podcast Notes Episode 460 Navigating Complexity: Coaching Physician Leaders with Dr. Richard Allman Host: Brian Miller, PCC Guest: Richard Allman, MD Date: April 10, 2025 In this episode, host Brian Miller interviews Dr. Richard Allman, a board-certified geriatrician and experienced physician leader. They discuss the challenges faced by physicians …
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Cognism’s VP of Sales Development, Catherine Olivier, sits down with David Wilkins to unpack what it really takes to be an impactful SDR leader in today’s sales landscape. They dive into the difference between good and great SDR teams, how to build high-performing teams from the ground up, and why strong leadership is about more than just tracking …
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Got a question? Text me! šŸ” Why 10x Growth Is Easier Than 2x for Your CAS Firm | CAS Minute šŸ”” Subscribe for tactical CAS firm growth tips! šŸ“¢ Most firm owners think 10x growth sounds crazy—but what if it’s actually easier than 2x? Inspired by Dan Sullivan’s book ā€œ10x is Easier than 2x,ā€ this episode shows you how to simplify, focus, and transform you…
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Show Summary: In this episode of the Grow My Accounting Practice podcast, Mike Milan, also known as Cash Flow Mike, shares powerful insights on transforming client interactions. He introduces the philosophy behind his book Don’t T.E.L.L. Me What to Do!, explaining the acronym T.E.L.L. (Terminate Every Long Lecture), and why shifting from directive …
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Podcast Notes Episode 459 Sale of a Car Hosts: Brian Miller, PCC and Chad Hall, MCC Date: April 3, 2025 In this episode, Brian Miller and Chad Hall explore the intricacies of the car-buying process, drawing parallels between car sales and coaching relationships. They discuss the importance of trust, social influence, the balance between task and re…
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Summary: Have you ever had someone make a profound impact on your life but you can't really name them? We all have had people that made lasting impacts on us but only for a brief moment in time. We bought into their selflessness so much we even forgot to ask their names. Maybe it's your barista. Maybe its a flight attendant. For Dan, it was the nur…
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Rachel and Dan discuss making daily sales summaries for entering transactions into Quickbooks. We will also be taking a closer look into a POS system, Lightspeed and how they handle this process. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Ma…
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Lead generation is the lifeline of any successful firm, but many business owners struggle to attract the right clients. Michelle Weinstein welcomes Gaynor Hardy Meilke, a business strategist and marketing expert, to share proven strategies for organic lead generation. They break down the difference between sales and marketing, discuss how to positi…
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This conversation explores the realities of full-time coaching, addressing the common misconceptions and challenges faced by coaches. The speakers discuss the importance of having a diverse skill set, including sales and marketing, to build a sustainable coaching career. They emphasize that many coaches often maintain other jobs while developing th…
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Show Summary: On today’s episode of the Grow My Accounting Practice Podcast, we welcome Charlie Price, CPA, to discuss Advisory Offer Creation & Premium Client Attraction. Charlie shares expert insights on how accountants can effectively communicate the value of their services, package their advisory offers, and attract premium clients. He also div…
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Podcast Notes Episode 458 Generational Differences, with Cayden Miller Host: Brian Miller, PCC Guest: Cayden Miller, PharmD Date: March 27, 2025 In this episode, Brian Miller and his son, Dr. Cayden Miller, explore how different generations—from the Silent Generation and Baby Boomers to Gen X, Millennials, and Gen Z—have been shaped by key historic…
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Summary: Today's I talked to Robert Timmons, a successful sales coach and painter known for his unique project of painting millionaires. Robert has this unique way he connects over giving what he's talented at (painting) and we connect the docts on how that applies to sales. He has made unlikely connections with well know people over giving them pa…
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This week on Redefining Outbound, Nat Ferrante talks with Ilia Papas, CEO and co-founder of Band, about building and scaling sales as a founder, especially when coming from an engineering background. Ilia shares how he built a B2B outbound motion from scratch, the lessons he carried over from scaling Blue Apron, and the creative strategies he’s usi…
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Show Summary: On today’s episode of Grow My Accounting Practice (GMAP), we welcome Ron Baker, renowned thought leader, author, and co-host of The Soul of Enterprise, to discuss the shift from the service and experience economy to the Transformation Economy. Ron explains what a transformation truly is and why accountants should focus on delivering t…
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Podcast Notes Episode 457 The Power of Habit Hosts: Brian Miller, PCC and Chad Hall, MCC Date: March 20, 2025 In this episode, Brian Miller and Chad Hall discuss the principles from Charles Duhigg's The Power of Habit and how they relate to coaching and personal development. They explore the three components of habit formation—cue, routine, and rew…
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Got a question? Text me! šŸ’° How to Measure & Justify Your Value as a CAS or CFO Advisor | CAS Minute Link to YouTube Video šŸ“¢ Ever wonder how some firms charge premium prices for CFO and CAS services? Many firms struggle to justify their pricing because they don’t have clear ways to measure their impact. In this episode, we break down: āœ”ļø How to trac…
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Summary: Do you think it's possible to meet 10,000 people for a 1 hour conversation? Before you answer that question, as yourself another on - what could you learn about connection if you did take on such a monumental journey? I'm going to answer both questions for you with my guest today, Rob Lawless. Rob was disillusioned in corporate American ba…
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Unlock the secrets to profitable pricing with value pricing. Mark Wickersham, founder of Value Pricing Academy, joins Michelle Weinstein to dive into how value pricing can transform your accounting practice. Tired of undercharging and overworking? Mark reveals how to implement tiered pricing, master the art of communicating your value, and finally …
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Show Summary: On this episode of Grow My Accounting Practice, we sit down with Eric Eager, CEO and Co-Founder of 4impactdata, to explore how AI and practical experience can help business owners navigate growth and avoid common pitfalls. Eric shares his personal journey—what he calls being an "entrepreneurial idiot"—and the key lessons he’s learned …
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In this conversation, Yannick Jacob, Nicki, and Siwash Zahmat explore the complexities of coaching, focusing on themes of accountability, dependency, and motivation. They discuss the importance of fostering client independence and the balance between providing support and creating dependency. The conversation also delves into intrinsic versus extri…
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Podcast Notes Episode 456 Doing What Matters, with Teresa McCloy Host: Brian Miller, PCC Guest: Teresa McCloy, Founder of The Realife Process Date: March 13, 2025 In this episode, host Brian Miller talks with Teresa McCloy, founder of The Realife Process, about her coaching framework designed for intentional life management. She shares how personal…
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Summary: This is a conversation with a woman who found her authentic side of sales by becoming a mom. I interviewed Kelsey Neibel, a successful SaaS sales executive who shares her journey from management consulting to becoming a top seller. If you've ever wanted to know how someone found elite levels of success through finding their authenticity, t…
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In this episode of Redefining Outbound, Cognism’s Nat Ferrante sits down with Max Lemmens, Senior Account Manager of Global Strategic Accounts at Adyen, to discuss the evolving role of outbound in account management. They explore what it takes to drive long-term success, balancing revenue growth with retention, building meaningful customer relation…
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A Shifting Profession The accounting profession is evolving, and Seth Fineberg has had a front-row seat to these shifts. A seasoned journalist who found his niche covering the accounting industry, Seth brings a unique perspective on how the field has transformed—and where it’s headed next. In this episode of The Accountant’s Flight Plan, Brannon Po…
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Got a question? Text me! šŸš€ Rethinking Hiring in CAS: How to Build a Talent Pipeline | CAS Minute šŸ”” Subscribe for more CAS growth strategies! šŸ“¢ The traditional hiring model for accounting firms is broken. Posting a job, filtering resumes, and hoping for the best doesn’t work when top talent is already employed. In this episode, we break down: āœ”ļø Why…
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Show Summary: In this episode of the Grow My Accounting Practice (GMAP) Podcast, we sit down with Bubba Cook, an innovator and entrepreneur with 45 years of experience in accounting, business ownership, and financial management consulting. Bubba shares his expertise on creating diagnostic tools and consulting processes that help optimize cash flow,…
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Podcast Notes Episode 455 A Flywheel for Getting Clients Hosts: Brian Miller, PCC and Chad Hall, MCC Date: March 6, 2025 In this episode, Brian and Chad revisit the concept of the flywheel, a powerful metaphor for building sustained business momentum. They explore how consistent, focused effort over time leads to breakthrough success, rather than s…
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Unlock the secrets to mastering sales and use tax compliance in this episode featuring CereTax and TaxConnex. This session will guide you through the essential steps required to ensure complete and accurate sales tax management for your business. Listen now to get a better understanding of the 3 key steps to ensure you remain sales tax compliant. L…
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Matthew and Dan will be talking about how Zapier offers a no-code way to connect applications that don't normally talk to each other. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, Quick…
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Summary: This was a 2022 episode of Stories of Selling Human with one of my favorite guests, Rachel Druckenmiller. We're releasing all the goodness again for you on Sell By Being Human! Rachel is on a mission to humanize the workplace by igniting resilience, connection, engagement and compassion in organizations, associations and their leaders and …
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Got a question? Text me! šŸš€ How to Shift from Compliance to Advisory Services | CAS Minute šŸ“¢ Want to shift from compliance-based services to high-value advisory work? Many firms struggle with this transition, but it’s possible to build a seven-figure advisory practice by making the right moves. In this episode, we break down: āœ”ļø Why compliance servi…
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Building a successful accounting firm starts with offering the right services to the right clients. Michelle Weinstein and Adam Lean dive into the power of CFO services, discussing how accountants can break free from trading time for money and attract premium-paying clients. Together, they explore practical steps to build trust, phase out low-end w…
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In this conversation, Nicki and Yannick explore the multifaceted importance of coaching, discussing its various forms and impacts on individuals, groups, and society. They delve into the distinctions between coaching and therapy, emphasizing the unique benefits each offers. The discussion also touches on personal experiences in coaching, the challe…
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Show Summary: Today marks a major milestone for the Grow My Accounting Practice (GMAP) Podcast—our 500th episode! šŸŽ‰ Join hosts Mike Michalowicz, Ron Saharyan, and Liz Szporn as they take a trip down memory lane, reflecting on the journey of GMAP, the biggest lessons learned, and the incredible insights shared over the years. In this special episode…
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Podcast Notes Episode 454 Coach Accountable Hosts: Brian Miller, PCC and John Larson, Founder of Coach Accountable Date: February 27, 2025 In this episode, Brian Miller sits down with John Larson, the founder of Coach Accountable, to explore how coaches can bridge the gap between sessions and real client transformation. John shares the story behind…
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Summary: Today we bring Casey Jacox, a former #1 seller turned consultant and speaker, who emphasizes the importance of human connection in sales. We dive into "uncommon human skills" in sales. We discuss how things like vulnerability, curiosity, and humility can transform the sales process into a more authentic and effective experience. Casey shar…
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