Discussions about accounting management, best practices, controls, throughput accounting, and GAAP for the accountant, controller, or CFO.
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Accounting Practice Management Podcasts
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
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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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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
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Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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The latest research and opinion from ACCA’s Professional Insights. We explore the big issues impacting business, the accountancy profession and the evolving world of work. From technology to talent management, our subject matter experts and guests discuss good practice from across industries to help you stay ahead in business and your career.
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A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Clie ...
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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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Smithink - helping accountants turn their practices into great businesses
David Smith + Mark Holton, Smithink
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We provide practical firm innovations, based on the decades we have spent as practicing accountants and business consultants. We know what works best, because we've done it. Smithink provides a wide variety of consulting services and educational events, tools and resources under the one roof. Now including a monthly podcast.
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I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
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In the creative world, passion and talent are essential. But understanding the business side is fundamental for sustained success. "From Creative Passion To Profit" bridges the gap between creativity and commerce, providing you with the tools to manage your finances, develop marketing strategies, and grow your entrepreneurial mindset. By focusing on practical financial and business advice, specifically for individual artists and creatives, this podcast will provide valuable and focused suppo ...
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Join dentist entrepreneurs, and spouses, Dr. Anushka Gaglani and Dr. Abhishek Nagaraj for insights from dental industry experts and innovators on current and emerging trends in business practices, patient care and career development and what it takes to be successful in this dynamic field. Perfect for anyone passionate about business, the future of dental care, and dentists looking to become elite clinicians over time.
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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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We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant ...
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Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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Join your host, Laurence Whittam, on a groundbreaking podcast journey tailored for the modern accounting professional. ”Business Beyond Borders” delves deep into the world of accounting, offering a fresh perspective that transcends traditional boundaries. Each episode is a treasure trove of knowledge, focusing on trends, strategies, and the transformative power of staffing, outsourcing, and offshoring. Why This Podcast? - Explore Beyond Borders: Uncover the potential of global staffing solut ...
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The DOC Podcast brings you unique educational content taught by Dr. Mike DeLuke, a Board Certified Orthodontist with over 20 years of clinical and academic experience. Dr. DeLuke built his orthodontic practice from scratch in the early 2000s and grew it into a multimillion-dollar enterprise in less than 10 years. He was able to retire from private practice at the age of 46 years old, and now devotes his energy to teaching his colleagues how to succeed both personally and professionally. Dr. ...
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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
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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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So, you’re a new lawyer or you’re new to practicing solo. You’ve got your game plan. Now what? First, know that you’re not ‘alone. It’s the fastest growing segment of the legal profession. Welcome to New Solo here on the Legal Talk Network, where you’ll learn a lot about practicing law. SOLO!
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav
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Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar ...
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The Nonprofit Show is the daily live video broadcast where our national nonprofit community comes together for business problem solving, innovation, and education. Each day the panel of co-hosts and our guests cover the latest topics with fresh thinking to help you and your nonprofit amplify your social impact and achieve your mission, vision and values. With more than 1,100 episodes our library of learning is there for you and your organization. Find us on YouTube: https://bit.ly/3A0Dqlw Co ...
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Dr. Keith Rose is an internationally recognized plastic surgeon and tactical medicine physician who has been performing plastic and reconstructive surgery in Afghanistan, Pakistan, Africa, Central, and South America for the past 21 years. He is also the CEO of Rose Medical Management (www.roseonsite.com), a South Texas-based company providing urgent care clinics (www.urgentcarecc.com), onsite clinics, emergency response teams, and medical/occupational case management services to over 100 com ...
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Want to learn more about Customer Success? On this Customer Success podcast we invite guests from all over the world to open up about their Customer Success strategies and provide you with tactical advice that you can use in your own organization to improve customer retention, increase solution adoption, expand upsell revenues, perfect your renewal processes and gain more advocates. Be sure to subscribe to our podcast to get notified when we upload a new podcast episode!
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Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [Disclaimer: An ...
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Welcome to the Intertek Podcast Network, Assurance in Action, your hub for quality insights and information from our Intertek experts. Learn what our people are saying about important industry trends ranging from food safety standards to supplier management and everything in between! With new and recurring guests, we are poised to provide you the knowledge needed to enhance your business processes, operations, and safety.
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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 ‘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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The KaiNexus Continuous Improvement Podcast features content from our webinars. We also share conversations with KaiNexus team members and customers from time to time. This podcast brings you information about continuous improvement best practices, employee engagement, lean, six sigma (and related improvement disciplines) and more. Join us as we explore the nuances of creating a culture of continuous improvement, no matter your level of expertise or your industry.
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Transform your accounting workflow with Taxaroo's cutting-edge task management software designed exclusively for accountants. Say goodbye to the chaos of tax season and embrace a seamless and efficient approach to managing your tasks. Our intuitive platform streamlines your daily operations, allowing you to prioritize, delegate, and track tasks effortlessly. With customizable features tailored to meet the unique needs of accountants, Taxaroo ensures that you stay on top of deadlines, collabo ...
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If you want to build an accounting or bookkeeping firm that gives you joy, you need to stop, and focus. Learn strategies and best practices for practice management and earn FREE CPE while you're at it!
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Are you tired of the hassle and stress of managing your accounting practice? Look no further than Taxaroo - the ultimate practice management solution designed specifically for accounting professionals like you. Taxaroo is your one-stop platform to revolutionize the way you run your accounting practice. Say goodbye to the chaos of spreadsheets, scattered client data, and manual invoicing. With Taxaroo, you can effortlessly streamline your practice, boost productivity, and provide top-notch se ...
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This isn’t your typical management-skills podcast. Join Nash Consulting’s CEO Ethan Nash (an entitled millennial) and his Dad, the company founder, Mike Nash (a cynical gen X’er) as they sort through the plethora of leadership information out there in order to provide you practical, actionable ways to become a manager rockstar. If you manage people or you aspire to manage people, you should probably listen to this podcast. Since 1996, Nash Consulting has been helping managers not suck. Their ...
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Concierge Medicine Today's "DocPreneur Leadership Podcast" has become a trusted voice and is a recorded history of membership medicine in all it's various forms. From Concierge Medicine to Direct Primary Care (DPC) and everything in between it unpacks unique entrepreneurial insights in healthcare ranging from hospitality in healthcare from a patient perspective to interviewing healthcare leaders, Physicians, PAs, NPs, insurance and payor connections, attorneys, interior designers and more. T ...
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From locking in tech vendors to booking high-impact speakers to ensuring the cocktail hour goes off without a hitch, planning meetings or events can be a daunting task, and the likelihood of something going sideways is inevitable. No matter your experience level or the number of events you've planned. Brought to you by eSpeakers, No More Bad Events is the professional event planner's best resource for navigating this tenuous universe towards event perfection every time. Hosted by Scott Bloom ...
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Discussions about trends, insights and emerging issues impacting the accounts payable and payment functions
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A podcast series on running a successful and sustainable advice business, brought to you by Professional Planner
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Teaching strategies, classroom management, education reform, educational technology -- if it has something to do with teaching, we're talking about it. Jennifer Gonzalez interviews educators, students, administrators and parents about the psychological and social dynamics of school, trade secrets, and other juicy things you'll never learn in a textbook. For more fantastic resources for teachers, visit http://www.cultofpedagogy.com.
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Unlock the full potential of your CPA firm with Taxaroo, the premier management software designed specifically for accounting professionals. Say goodbye to tedious paperwork, data entry errors, and time-consuming processes. Taxaroo streamlines every aspect of your practice, from client management to tax preparation, so you can focus on what truly matters – delivering exceptional service and maximizing profits. With Taxaroo, you can effortlessly manage client information, track billing, and m ...
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Take the hassle out of tax season and boost your small firm's financial efficiency with Taxaroo's cutting-edge tax software. Designed exclusively for small businesses, Taxaroo simplifies tax preparation, filing, and compliance, saving you time and money. Our user-friendly interface makes tax management a breeze, allowing you to focus on growing your business. Say goodbye to stress and hello to financial peace of mind - choose Taxaroo for small business success. For more detail visit us at ht ...
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Taxaroo is the cutting-edge tax practice management platform designed to revolutionize the way you run your tax business. Say goodbye to the hassle of managing client data, appointments, and documents manually. With Taxaroo, you can efficiently streamline your operations and focus on what matters most – delivering exceptional tax services. Key Features: Client Management: Easily organize client information, track communications, and access historical data in one central hub. Appointment Sche ...
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Welcome to Payroll Profits, the podcast dedicated to helping entrepreneurs transform their payroll service offering. Hosted by Tyler Winn CPA, a seasoned accountant and payroll entrepreneur, this podcast is tailored specifically for accountants who are ready to make payroll a thriving part of their practice. Join Tyler as he delves into actionable strategies, best practices, and expert insights designed to empower entrepreneurs to streamline their payroll offerings and maximize profitability ...
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Join CPA & Entrepreneurial Accountant Salim Omar as he guides the audience through the principles of his "Genius Model", which shows CPA firm owners and accountant & tax practitioners how to make their practice successful.
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Inspired and Intentional Business Podcast - Open Book Management, Business Vision, Employee Engagement, Balancing Profit and Social Impact
Todd Reed, Curator, Creator, and Conspirator Balancing Profit and Social Im
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In the United States, according to Gallup, nearly 70% of employees are not engaged in their work. Disengagement negatively affects profitability and productivity. I believe there are 3 ways businesses can improve engagement. One, they inspire with a clear vision. Two, they practice open-book management. Three, they intentionally build collaborative, accountable, strength-focused teams. My intention is to inspire owners considering a new way to run their business and to encourage those curren ...
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477 The State of Accounting Practice Management Systems
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ MakersHub https://makershub.ai/ V…
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How Accounting Leaders Build Influence Without a Big Four Resume | Accounting Influencers
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...And the 8 emerging leadership paths that can help you rise to the top... Accounting Influencers With Rob Brown In the world of accounting, influence is no longer the exclusive domain of Big Four alumni or Ivy League pedigrees. Each December, Accounting Today releases its Top 100 Most Influential People list, highlighting leaders who shape the pr…
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Rewind : Words Sell And Are Compelling w/ Chris Forsey
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Join us as we revisit this conversation from 2021! Using the right words can make all the difference when marketing and selling your services effectively. They could be the difference between success and failure in your marketing. Are we also leveraging technology to find potential clients? Today there are a number of tools available to help manage…
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Go PRO: Get full sitewide access with today's best offer
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Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU! See today 's best PRO offers here. Get exclusive access – Over 10,000 articles, tools, and expert guidance—keepin…
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How Do I Get Executive Buy-In for Improvement Initiatives?
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Read the blog post You’ve identified inefficiencies. You have a clear roadmap. You know your improvement initiative can move the needle. What's next? You need executive buy-in. One of the most common challenges for CI and OpEx leaders is getting senior leadership to engage, support, and actively champion improvement work. It's not that leaders don'…
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Risk culture: Reimagining true and fair accounting
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We discuss how financial accounts can and should include more complete information about the often-hidden material risks, such as climate, cyber, and fraud – helping boards make better informed, forward-looking decisions.By ACCA Insights
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Alex Miller: Marketing Success Depends on Curiosity, Collaboration, and Client Experience | Capstone Conversations
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Understanding the full picture delivers higher ROI. Capstone Conversations By Jean Caragher For CPA Trendlines In this episode of Capstone Conversations with Jean Caragher of Capstone Marketing, Alex Miller, marketing manager at Lanigan Ryan and the Association for Accounting Marketing’s 2025 Volunteer of the Year, shares powerful insights about th…
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The Diminishing Returns of Frugality (Bestie Ep) #1011
54:43
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Have you ever eaten so much dessert that you thought you might puke? Or maybe you find yourself at the end of a shopping spree with too many clothes in your closet than you could ever possibly wear? In both cases we’re talking about the diminishing marginal utility that we receive from each additional item we consume- the first cup of water after a…
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Understanding What is Breaking Your Cash Flow
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In this episode Shannon takes a deep dive into the crucial distinction between profit and cash flow. Learn why cash flow is an essential tool for managing your money effectively and how to measure it accurately. Shannon breaks down how cash flow incorporates various elements beyond operational profit, including investments, debt financing, and asse…
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Big Beautiful Series: No Tax on Social Security?
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Logan and Allie breakdown the Big Beautiful Bill’s adjustments to taxes for seniors.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Encore Episode: What Are Prospects ACTUALLY Saying
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In this encore episode Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine knowledge happens when you roll up your sleeves and actively engage with prospects and clients rather than relying solely on prescribed strategies. They’re sharing that advisors need to strive for an…
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484 Tax Prep For Accounting Firms - The Workflow Masterclass
59:09
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Verito https://verito.com/ TeamUp http…
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Michelle Weinstein: Sales, Pricing, and Qualifying a Client
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Show Summary: In this episode of Grow My Accounting Practice, Michelle Weinstein, founder of The Abundant Accountant, dives into the crucial topics of sales, pricing, and client qualification for accounting firm owners. Michelle shares insights on how to recognize if you’re undercharging—and the long-term consequences of doing so, including burnout…
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64 - Mastering Outsourcing: The CPA Firm Roadmap to Offshore Success
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Struggling to make outsourcing work for your CPA firm? In this episode, host Laurence Whittam introduces the Mastering Outsourcing course—built from years of experience helping firms overcome offshoring challenges. Whether you’re exploring outsourcing or trying to improve your current strategy, this episode gives you the roadmap you’ve been missing…
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The unique accounting issues faced by water authorities.
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From CPA to Software Entrepreneur: How Ben Taylor Launched SoftLedger
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In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Ben Taylor, CEO of SoftLedger. They discuss Ben's journey from being a practicing CPA for over ten years to becoming a software entrepreneur. The conversation highlights a growing trend among CPAs transitioning into technology companies, with examples of others in the i…
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On a Mission to Advance Airway Education (w/Dr. Audrey Yoon)
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Don’t miss this fascinating conversation with the amazing and world-renowned Dr. Audrey Yoon! We discuss: How Audrey’s journey in sleep medicine began and the role her training at UCLA played in that journey. The role that Dr. Stanley Liu played in Audrey’s passion for airway-focused orthodontic treatment. How an interaction with Dr. Christian Guil…
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True Grit: Recognizing Struggles That Shape Our Successes | ARC
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The ARC team spills their messiest moments and why grit—not perfection—matters most. Accounting ARC With Byron Patrick, Liz Mason, and Donny Shimamoto Center for Accounting Transformation In the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP, CGMA, lay down their professional arm…
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The M&A Playbook for Financial Advisors with Ted Jenkin
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In this episode, Matthew Jarvis and Ted Jenkin discuss the critical importance of business owner clients for financial advisors, particularly during transitions such as business sales. They explore strategies for advisors to retain assets under management (AUM) by positioning themselves as essential partners in the M&A process. The conversation cov…
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Ahuva Gruen’s 4 P’s: Are You Missing This Profit Key?
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In this episode of Building the Premier Accounting Firm, Ahuva Gruen, a seasoned fractional CFO, shares her journey from a young entrepreneur to a financial expert, offering insights on differentiating bookkeeping, accounting, and CFO services. She emphasizes the importance of strategic financial management for business growth and profitability. Ke…
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Ep.407 - Stupid VS. Ignorance: Understanding How We Save Our Nation
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/// Support The Scalpel with Dr. Keith Rose - Experience a Healthier You with LifeWave Phototherapy Patches. These non-transdermal, drug-free patches capture infrared light emitted by your body, reflecting it at specific wavelengths. Visit https://lifewave.com/RoseMD to learn more or call 866.202.0065 -----------------------------------------------…
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Fundraising in Times of Chaos: It Starts with Your Mindset
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In a climate charged with political unpredictability, donor hesitancy, and organizational fatigue, Peter Heller, CEO and Founder of Heller Fundraising Group, returns to offer clear-headed perspective on what nonprofits should be doing now—not later. Drawing from decades of experience in higher education and over 20 years guiding capital campaigns a…
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483 Can AI Clone My Accounting Expertise?
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Take my avatar for a spin here https://www.delphi.ai/jasonstaats And give Delphi a try at https://www.delphi.ai/ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https…
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Online sellers hear an endless amount these days about “marketplace facilitators.” What are they? How can they help you? And how can they hurt? In the world of sales tax, household names like Amazon, eBay, and Etsy are major marketplace facilitators, but what are your sales tax obligations when selling through them? Listen to this episode as we dis…
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Art Werner: The Hidden Tax Hike for Accountants in Trump’s “Big Beautiful Bill” | Quick Tax Tip
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"Every bill hides a tax increase." Quick Tax Tip With Art Werner CPE Today Trump’s new “Big Beautiful Bill” might look like a win for taxpayers...but not so fast. For accountants, lawyers, consultants, and other professional service providers, it could bring a stealthy tax hike. Click here for more Art Werner In this episode of Quick Tax Tip, exper…
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#124 One Big Beautiful Episode: What Physicians Need to Know About the New Budget Bill
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Whether you are excited about the budget bill that just passed, or it causes you to be SALTy, we can all agree it’s big, with 870 pages, and it’s confusing. Listen in as Nate Reineke and Chelsea Jones dive into some of the changes this new bill brings and what those changes mean for physicians like you. From SALT deductions to PSLF to the Trump Sav…
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Stay Employable in the Age of AI | Accounting Influencers
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Plus, get 20 key takeaways, including life after layoffs. Accounting Influencers With Rob Brown As technology transforms the accounting profession, jobs are being redefined—or eliminated altogether. In this episode of Accounting Influencers, host Rob Brown unpacks the wave of layoffs sweeping through the Big Four and leading software providers and …
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Life After Financial Independence w/ The Mad Fientist (Bestie Ep) #1010
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We had the pleasure of sitting down with our friend Brandon Ganch, who is The Mad Fientist, while we were recently traveling in Scotland! Brandon started his career as a computer programmer but then quickly added blogger, podcaster, musician, and producer to his expanding list of pursuits and interests. This is a more casual conversation but listen…
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Keep Your Business Profitable with Strategic Cost Management
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Do you understand the true importance of a solid budget? Shannon calls this your 'profit plan,' and explains how to categorize expenses into fulfillment costs, acquisition costs, and operating costs. She provides actionable strategies for ensuring your business remains profitable despite variable monthly profits. Learn how to analyze your profit an…
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Logan and Allie break down the new tax rules on tips and overtime.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Developing leadership skills for success in your firm
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Effective leadership is essential for managing the systems, people, and processes that drive an accounting firm’s success. This session will explore the qualities of great leaders and how to apply them within your firm. You’ll also uncover the 10 most common managerial mistakes and strategies to avoid them. Presented By: Mark Holton, Smithink…
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From $10K to $10M: Growing Nonprofit Assets Over Time
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The Chief Investment Officer at Christian Brothers Services, Steve Sliwinski, offers a highly approachable yet technically sound guide to nonprofit investment strategy. With decades of financial experience and dual designations as CFA and CAIA, Steve breaks down how organizations—regardless of size—can begin managing and growing their financial ass…
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Yoss: Don't Let a Crash Wreck You| Quick Tech Talks
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Back up your data in 10 minutes or less. It could be the most important thing you do today. Quick Tech Talk With Steve Yoss CPE Today In the latest episode of Quick Tech Talks, you’ll learn why backing up your data isn’t just for IT professionals or large companies—it’s something anyone can do in just 10 minutes, using tools you likely already have…
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Is that invoice ready for payment? In accounts payable, best practice accounting organizations like to say, A good invoice gets a good payment. What makes an invoice good? It’s a lot more complicated than it might seem. Best practice accounts payable teams look at 8 different factors. Let’s look at them together. #accountspayable #threewaymatch #in…
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Martha Yasso: From Wall Street Warrior to Main Street Ally | The Disruptors
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Your real ROI comes from relationships, not spreadsheets. The Disruptors With Liz Farr Martha Yasso didn’t just balance billion-dollar books — she watched businesses crumble under them. CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors MORE Jackie Meyer and The Concierge CPA MORE STREAMING: Jackie Meyer: Tax Plans in 90 Seconds? Believ…
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ISCC Series: Certification Process- Pre-audit steps and processes
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In this episode of Intertek’s ISCC Awareness Series, host Simona Romanoschi is joined by Florencia Bahamonde to break down the foundational steps in the ISCC certification journey. Together, they explore the end-to-end pre-audit process — from initial planning and system setup to audit readiness. Whether you’re pursuing ISCC EU, ISCC PLUS, or ISCC …
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AI vs. Human: Nonprofit Hiring Practices in 2025
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What happens when artificial intelligence collides with nonprofit hiring? Katie Warnock, CEO and Founder of Staffing Boutique, brings over two decades of recruitment wisdom to unpack the evolving world of nonprofit staffing—where AI, automation, and applicant tracking systems are rapidly reshaping the game. From resume reviews to video interviews s…
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Crosby, Johnston: A Human-First, Tech-Forward Future | Holistic Guide to Wealth Management
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Research shows that money activates more areas of the brain than sex, death, politics, or religion. By Rory Henry CFP®, BFA™ For CPA Trendlines A recent McKinsey study found that the demand for holistic financial advice increased 60% from 2018 to 2023. Meanwhile, another McKinsey study projected a shortage of 100,000 financial advisors by 2034. Tha…
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Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The Concierge CPA
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Building a firm should provide time, money, and freedom. The Concierge CPA With Jackie Meyer For CPA Trendlines In this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants with The Profitable Accountants Community, discuss the transformative journey of Hooda from a traditional accounting background to modernizing his p…
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A Deep Dive into Your Profitability Strategy
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This episode dives deep into understanding operating profit or net profit, a metric crucial for any entrepreneur or business owner. Learn how to measure and manage your operating profit effectively, why it's essential to look at it as a percentage of sales, and how to balance acquisition costs, operating expenses, and your overall budget for sustai…
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The Dirty Truth About Home Ownership (Bestie Ep) #1009
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You’ve gotta wait 30 minutes to get back in the pool if you’ve eaten! Don’t pee in the pool- it’ll turn red! There are a lot of things we learned in childhood that we’ve likely discarded as false or at least irrelevant at this point. But there are probably some things we still believe because they were ingrained in our brain at an impressionable ag…
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Quint and Logan talk through the market impact of the “Big Beautiful Bill” passing.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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482 How Accounting Firms Can Capitalize On Changing Legislation
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The powerful request tool Content Snare https://contentsnare.com/ Horomozi’s $100M Offers Book https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my pri…
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In this episode, Micah Shilanski and Matthew Jarvis discuss the challenges faced by financial advisors in prospecting and growing their practices. They emphasize the importance of understanding growth metrics, consistent marketing efforts, and the necessity of practice in delivering value to clients. The conversation highlights the significance of …
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Join us this Wednesday for a new episode where Roger discusses the 4 P's with Ahuva Gruen.By Roger Knecht - Universal Accounting Center
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Would your practice survive if you took a were no longer in it?
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While it’s easy to pick on concierge medicine practice for its highly visible moniker, small medical offices outside of this niche space are often more guilty of this than concierge practices. Here are ten compelling reasons why this marketing strategy is flawed: By Editor-in-Chief, Concierge Medicine Today While concierge medicine aims to deliver …
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Deal or No Deal? The P.E. Dilemma for Firms | Accounting Influencers
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Leaders must decide whether to follow the money—or protect their independence. Accounting Influencers With Rob Brown In a striking shift that’s redefining the accounting profession, private equity is no longer circling—it’s landed. On a recent episode of the Accounting Influencers Podcast, host Rob Brown breaks down what might be the most transform…
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