beyondbillables.com The Beyond Billables podcast is for anyone seeking inspiration in their career or business. As a marketer, former lawyer and recruitment business owner I love to share the stories of ambitious professionals who overcome the fears that hold many of us back.
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Beyond Billables Podcasts
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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Have you wondered what it takes to thrive in the accounting industry? Or how the experts established their successful careers? Learn from industry experts with Canopy. In each episode of the Practice Success Podcast, Canopy takes a deep dive with accounting professionals, exploring their career trajectory, extracting advice for firms, and discussing the latest trending topics. Canopy LinkedIn
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We’re talking all things business and the LIFE of a Smart CEO™!
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There’s no question AI is reshaping the way teams work, and for legal professionals, the pace of change can feel both exciting and daunting. How should leaders approach their AI journey? And what steps can they take to navigate this evolving landscape with confidence? Welcome to The AI Sidekick: Banishing Legal AI Anxiety with Robin AI - the podcast designed to guide legal teams through the complexities of AI. Through candid conversations with industry leaders and actionable insights, we bre ...
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Beyond the Legal Pad is a podcast hosted by attorney Laura Cowan, offering insights into creating a fulfilling and balanced legal career. With a focus on estate planning, Laura shares her journey of building a successful virtual practice, launching the 2-Hour Lifestyle Lawyer program, and helping attorneys streamline their practices for more profit and freedom. Whether you’re a lawyer seeking better work-life balance or interested in estate planning, this show provides practical advice, stra ...
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Welcome to the FML I'm a Lawyer podcast, where we discuss the sh*t they told you, the sh*t they should have told you, and the sh*t you know now. This podcast is here to serve as a reminder of just how much we went through, those experiences it took to get here and why it is we do what we do now. Whether you’re a practicing attorney, a law student or know someone who is, enter the conversation and commiseration, as we recount the entire journey from LSAT to getting Sworn-in and beyond with en ...
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Beyond Billable Hours: How AI Is Democratizing Legal Access with Taa Grays
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15:32In this episode of The AI Sidekick: Banishing Legal AI Anxiety, host Ryan Heath from Robin AI speaks with Taa Grays, President-elect designee of the New York State Bar Association and veteran financial institutions executive, about navigating AI implementation in legal practice while maintaining professional standards and ethics. What You'll Learn:…
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In this episode, KC Brothers interviews Debra Kilsheimer, a CPA and host of the podcast 'Bookkeepers on Fire.' Deborah shares her unique approach to accounting, emphasizing the importance of value-based pricing over traditional billable hours. She discusses her journey in the accounting profession, the significance of understanding client needs, an…
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60 - Beyond Billable Hours: The AI Marketing Revolution in Accounting with Kristofer Lenz
28:02
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28:02Is AI replacing marketers—or finally making them effective? In this episode of Business Beyond Borders, Laurence Whittam talks with Kristofer Lenz, Founder of Kailos Marketing Lab, about how AI is reshaping marketing for CPA firms—and why most firms are still missing the mark. In this episode, you will be able to: • Discover how AI accelerates cont…
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From Football to Flavor with Randy Gatewood
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29:17
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29:17🎙️ Host: Alena Conley, Senior Division Leader of Coaching and People Development at The Kyra Company 🎧 Guest: Randy Gatewood, CEO of Randizzle's In this episode, we sit down with Randy Gatewood — former pro football player turned food entrepreneur and the creative force behind Randizzle’s Food Truck in Gilbert, AZ. From walking away from the wine i…
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The Legal Tech Reality Check: Why AI Won't Replace Lawyers—But Will Transform Them
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18:11Legal AI adoption requires a strategic, people-first approach that balances technological innovation with practical implementation and organizational readiness. In this episode of The AI Sidekick: Banishing Legal AI Anxiety, host Ryan Heath from Robin AI speaks with Colin Levy, General Counsel at Malbek and author of multiple legal tech publication…
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From Recruiter to Rainmaker: Vanessa Garcia’s Performance Playbook
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14:10Smart CEO™ Smart Talk Podcast | Season 5, Episode 8 🎙️ Host: Alena Conley, Senior Division Leader of Coaching and People Development at The Kyra Company 🎧 Guest: Vanessa Garcis, CEO of Performant Scout In this inspiring and practical episode of the SmartCEO™ Smart Talk, we sit down with Vanessa Garcia, CEO of Performant Scout and member of the Smar…
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The Hidden AI Skills Gap: Why 30% of UK Businesses Are Falling Behind
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13:36In this episode of The AI Sidekick: Banishing Legal AI Anxiety, host Olivia Vaughan from Robin AI speaks with Tricia Troth, who leads the startup business for AWS in the UK and Ireland, exploring how AWS supports innovative companies in implementing AI solutions and driving digital transformation across regulated industries. What You'll Learn: - Ho…
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From Blocker to Builder: Legal as a Growth Enabler in the Age of AI
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14:59Legal teams must evolve from risk gatekeepers to growth enablers in the AI era, embracing calculated risks while maintaining strategic oversight. In this episode of The AI Sidekick: Banishing Legal AI Anxiety podcast, host Ryan Heath interviews Anne Robinson, Senior Vice President and Chief Legal Officer at IBM, to explore how legal departments can…
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The Art of Selling with Michelle Weinstein
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28:01Michelle Weinstein returns for an inspiring conversation around the art of selling. She stresses the importance of having a solid sales process in a firm in order to increase profitability. Michelle notes that being prepared and confident in sales meetings can make a significant difference in transforming a firm.…
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From Classroom to Canvas: Edith Eubank’s Creative Evolution
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29:34Smart CEO™ Smart Talk Podcast | Season 5, Episode 7 🎙️ Host: Alena Conley, Senior Division Leader of Coaching and People Development at The Kyra Company 🎧 Guest: Edith Eubank, Founder and CEO of Artastic Art In this episode of the Smart CEO™ Podcast, we sit down with Edith Eubank, Founder and CEO of Artastic Art, to explore how her 37-year career i…
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59 - What No One Tells You About Cultural Gaps in Outsourcing
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17:29Struggling with cultural friction in your offshore team? You’re not alone—and it’s more common (and fixable) than you think. In this episode of Business Beyond Borders, Laurence Whittam dives into one of the most overlooked reasons firms fail to scale their outsourcing success: cultural disconnects. In this episode, you’ll be able to: • Recognize c…
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The Fear and Hesitation of AI: Clearing the Air with Nia Castelly
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22:05What’s it going to take to banish the hesitation that surrounds AI use in the legal landscape? In this episode of The AI Sidekick: Banishing Legal AI Anxiety podcast, host Ryan Heath welcomes Nia Castelly, Co-founder and Head of Legal, Checks at Google, to explore the antidote - from how legal teams can embrace AI to increasing efficiency. What You…
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58 - Helping Clients Choose: Growth, Niche, or Exit with Christine Nicholson
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32:03Is your firm missing the real advisory opportunity behind M&A? In this episode of Business Beyond Borders, Laurence Whittam sits down with UK-based exit planning expert Christine Nicholson to unpack what firms often overlook when guiding clients through succession and acquisition decisions. In this episode, you’ll be able to: • Understand why mid-s…
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Fractional Leadership, Full Impact: Shanta Eaden on Driving Change
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30:56Smart CEO™ Smart Talk Podcast | Season 5, Episode 6 🎙️ Host: Alena Conley, Senior Division Leader of Coaching and People Development at The Kyra Company 🎧 Guest: Shanta Eaden, CEO & Founder of Leaders Edge Consulting | www.leadersedgeconsult.com/ In this powerful episode of the Smart CEO™ Smart Talk Podcast, we’re joined by Shanta Eaden, a dynamic …
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Beyond the Billable Hour: Legal Strategy & Entrepreneurship with Eleanor Curry
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32:31
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32:31Smart CEO™ Smart Talk Podcast | Season 5, Episode 5 🎙️ Host: Alena Conley, Senior Division Leader of Coaching and People Development at The Kyra Company 🎧 Guest: Eleanor Curry, Founder & Managing Attorney of Curry Law Firm | https://www.theclfirm.com/ In this episode of the Smart CEO™ Podcast, we sit down with Eleanor Curry, an attorney, entreprene…
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Will Hill Explores Key Strategies for Firm Growth and Success
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30:14Will Hill emphasizes the importance of integrating advisory services into the accounting practice. He also discusses the impact that good healthy goals have on a firms production. KC and Will conclude the episode with a focus on how production over hours worked can lead firms to achieve both their professional and personal objectives effectively.…
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57 - Before You Outsource: How to Align Your Firm and Eliminate Resistance
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20:17Facing internal resistance to outsourcing? You’re not alone. In this launch episode of the Business Beyond Borders mini-series, host Laurence Whittam dives into one of the biggest barriers firms face when expanding globally—getting internal buy-in for outsourcing. Whether it’s resistance from partners, disconnected service lines, or uncertainty abo…
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The Why, What, and How of Empowering Employees with AI Literacy with Ashton Madigan
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18:00If there were one strategy that could empower your employees to grow, innovate, and succeed, wouldn’t you apply it immediately? In this episode of The AI Sidekick: Banishing Legal AI Anxiety podcast, host Ryan Heath welcomes Ashton Madigan, Counsel at Deloitte, for a conversation on the criticality of AI literacy within an organization, when it com…
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Jeremy Wortman Breaks Down Innovative Talent Strategies
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26:05Jeremy Wortman, an organizational psychologist, emphasizes the importance of emotional intelligence in the workplace, focusing on how it drives employee engagement and business growth. The conversation also offers practical strategies for improving leadership and organizational effectiveness within a firm.…
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The Key to Happy Lawyers and How AI Can Help with Dr. Maryam Salehijam
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18:59Across industries, AI has been touted as a solution for everything from productivity to innovation. But what about professional happiness? In this episode of The AI Sidekick: Banishing Legal AI Anxiety podcast, host Ryan Heath welcomes Dr. Maryam Salehijam, a legal happiness champion and contract law expert, for a critical conversation on the impor…
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56 - What Every CPA Firm Needs to Know About Operational Strategy
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32:28
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32:28Are you focusing too much on outsourcing and not enough on what’s happening inside your firm? In this episode of Business Beyond Borders, Laurence Whittam sits down with Tavi Meketon to spotlight the Profit Team—a powerhouse group of operational leaders helping CPA firms become more efficient, forward-thinking, and future-ready. In this episode, yo…
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Must-Know Accounting Tech Trends with John Higgins
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28:27John Higgins, a CPA with a focus on technology discusses his extensive experience in helping CPAs understand and apply emerging technologies. He emphasizes the importance of strategic investment in continuing professional education, especially with the rapid advancements in AI.By Canopy
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55 - The Talent Flood: How Senior Accountants Are Shaping the Job Market
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26:23
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26:23Thinking about outsourcing, but unsure how involved your firm needs to be? In this episode of Business Beyond Borders, Laurence Whittam and Shrinivas Gangesh Karthikeyan of GKM Global Services Pvt Ltd dive into how firms can successfully navigate outsourcing—without getting bogged down in cultural or operational headaches. In this episode, you’ll b…
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Why AI Will Supercharge Legal Demand with Jordan Furlong
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31:48
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31:48The time for change has arrived, but law practices seem to be struggling to make the most of the moment. In this episode of The AI Sidekick: Banishing Legal AI Anxiety podcast, host Ryan Heath welcomes Jordan Furlong, a globally recognized expert on the future of law, for an exploration into how AI will fundamentally reshape legal service delivery.…
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Advisory Services Unlocked with Jasen Stine
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29:02Jasen Stine joins us with his knowledge as an experienced tax and accounting professional of over 25 years. We discuss the shift towards advisory services in accounting firms, the impact of private equity and venture capital, and the challenges of succession planning.By Canopy
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Charging What You're Worth: Fee Strategies for Estate Planning Attorneys
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18:35Episode Summary: In this episode of Beyond the Legal Pad, Laura Cowan, an expert in estate planning, shares valuable insights on breaking the cycle of overwork and improving time management for estate planning attorneys. Laura explains how time management pitfalls like trying to do everything yourself can hinder productivity and offers practical ti…
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AI Is a Lawyer's Best Friend? Jordi Goodman Says Yes
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33:23In this episode of The AI Sidekick: Banishing Legal AI Anxiety podcast, host Ryan Heath speaks with Jordi Goodman, a legal expert with deep experience in private markets, compliance, and AI-driven legal operations, to break down the transformation happening in law firms and corporate legal teams. Together, they discuss: How AI is democratizing lega…
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Caralee Fontenele - Law firm owner and Founder of Scaleable Law
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44:58Today, our good friend (and powerhouse business mogul), Caralee Fontenele, joins us on the show. Caralee is the director of Scalable Law, a firm helping lawyers grow their business to new heights. She is also the director of Collective Family Law, founded in 2008. But wait – there’s more. When she isn’t busy running her two firms, Caralee is also a…
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Blueprints to Reality: Scaling, Partnerships & Success with Patrice Cousin
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14:35Smart CEO™ Smart Talk Podcast | Season 5, Episode 4 🎙️ Host: Alena Conley, Senior Division Leader of Coaching and People Development at The Kyra Company 🎧 Guest: Patrice Cousin, Founder of Envision Designs & Development | envisiondesignschicago.com In this episode of the Smart CEO™ Smart Talk Podcast, host Alena Conley sits down with Patrice Cousin…
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54 - Tech or Trouble? The IT & Al Shifts CPA Firms Can't Ignore with Steve Perkins
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32:10Is Your CPA Firm’s Tech Strategy Already Outdated? Many firms are still struggling with cloud adoption, while AI is rapidly reshaping the industry. In this episode of Business Beyond Borders, Steve Perkins, Founder of Invicta Advisors LLC, shares why so many firms are behind in IT strategy—and what they need to do now to stay competitive. In this e…
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Using AI for Real Business Impact with Lisa Weaver-Lambert
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29:51In the first episode of The AI Sidekick: Banishing Legal AI Anxiety podcast, host Ryan Heath is joined by Lisa Weaver-Lambert, Author of The AI Value Playbook. Together, they discuss the real-world impact of AI on businesses, including how AI is transforming workflows, why vertical AI is the future, and how private equity firms can prioritize AI in…
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The Hidden Business Risks of AI: Why Guardrails Matter with Marietje Schaake
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28:08AI is transforming business operations, but without the right governance, it poses legal, regulatory, and reputational risks. In this episode of The AI Sidekick: Banishing Legal AI Anxiety podcast, host Ryan Heath speaks with Stanford’s Marietje Schaake, a leading expert on AI policy and governance, about what business leaders need to know about AI…
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Transforming Toxic Workplace Cultures with Brittany Malidore
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32:18Brittany Malidore shares her journey of overcoming workplace toxicity and bullying in the accounting industry. Joined by KC Brothers, she discusses the hidden impact of toxic work environments and why identifying and eliminating harmful behaviors—whether from colleagues or clients—is key to long-term success.…
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Launching an Estate Planning Practice: Overcoming Challenges and Creating a Strong Foundation
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19:54Episode Summary In this episode, attorney Laura Cowan discusses the various hurdles faced by estate planning professionals when launching their own practice. She talks about the importance of overcoming perfectionism, learning how to market effectively, and finding a niche within estate planning. Laura emphasizes the significance of education, netw…
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Funding Your Vision: Dr. Nelly Clotter Woods on Grants, Bankability & Scaling Smart
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20:30Smart CEO™ Smart Talk Podcast | Season 5, Episode 3 🎙️ Host: Alena Conley, Senior Director of People & Coaching Development at The Kyra Company 🎧 Guest: Dr. Nelly Clotter Woods, Founder & CEO of NCW Grants & Associates In this episode, we’re talking funding, scaling, and strategy with Dr. Nelly Clotter Woods, Founder & CEO of NCW Grants & Associate…
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In this episode of the Practice Success Podcast, executive coach and talent management consultant Kristy Busija shares insights on modern hiring strategies and how companies can adapt to today’s evolving workforce. From leveraging social media in recruitment to embracing fractional work Kristy offers advice for firms struggling with talent shortage…
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Building Your Dream Team: Why Aligning Staff with Your Lifestyle Matters
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18:23Episode Summary: In this episode of Beyond the Legal Pad, attorney Laura Cowan and host Kevin Rosenquist discuss the importance of building the right team for a law practice. Laura shares insights on hiring staff that align with your lifestyle and values, particularly in a virtual or hybrid work environment. They touch on hiring strategies, delegat…
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53 - Are You Secretly Non-Compliant? 7216 Rules Explained
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16:58Think your firm is playing it safe with 7216 compliance? You might be wrong. Many firms are struggling with the disclosure rules—especially when outsourcing tax work. In this episode of Business Beyond Borders, Laurence Whittam breaks down the critical steps firms must take to stay compliant and avoid legal risks. In this episode, you will be able …
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Savoring Success: How Chef Pamela Coleman Built Ms. C’s Homestyle
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20:05Smart CEO™ Smart Talk Podcast | Season 5, Episode 2 🎙️Host: Alena Conley, Senior Director of People & Coaching Development at The Kyra Company 🎧Guest: Pamela Coleman (Chef Pam), Founder & CEO of Ms. C’s Homestyle In this episode, we sit down with Chef Pam, the powerhouse behind Ms. C’s Homestyle, a growing culinary business in Phoenix, Arizona. Pam…
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Mollie Tregillis - Coach, mentor, founder, ex-lawyer and corporate executive!
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51:42Our guest this week, Mollie Tregillis, coaches clever women to reconnect with themselves and find their own unique ways to thrive in work and life. Mollie is also a facilitator, strategic advisor, former lawyer, and legal operations director – she’s impressively worn many hats in the last few years, with all of her experience driving her passion to…
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From Kitchen DIY to QVC Success: Angel Cornelius’ Journey with Maison 276
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34:29Smart CEO™ Smart Talk Podcast | Season 5, Episode 1 🎙️ Host: Alena Conley, Senior Division Leader of Coaching and People Development at The Kyra Company 🎧 Guest: Angel Cornelius, Founder & CEO of Maison 276 | Maison 276: www.maison276.com In this episode, we dive into the inspiring journey of Angel Cornelius, an “unintentional entrepreneur” who tu…
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Joe Woodard on Transforming Accounting with AI and Outsourcing
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34:21Joe Woodard shares his extensive background and insights into the current staffing crisis affecting accounting firms. We discuss the impact of technology and AI, and the growing popularity of outsourcing as a temporary solution.By Canopy
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Welcome to The AI Sidekick: Your Ally in Embracing AI with Confidence
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0:56There’s no question AI is reshaping the way teams work, and for legal professionals, the pace of change can feel both exciting and daunting. How should leaders approach their AI journey? And what steps can they take to navigate this evolving landscape with confidence? Welcome to The AI Sidekick: Banishing Legal AI Anxiety with Robin AI - the podcas…
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Small but Mighty: Why a Well-Managed Practice Beats a Million-Dollar Dream
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17:24Episode Summary In this episode of Beyond the Legal Pad, Laura Cowan and Kevin Rosenquist discuss why chasing the million-dollar law firm dream might not be the best path for every attorney. Laura emphasizes the importance of focusing on profitability, streamlined systems, and creating a balanced, fulfilling practice rather than solely pursuing hig…
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Fractional GCs are the rage right now. My awesome guest this week, Celeste Norman, happens to be one of the best! Celeste owns Rayne Legal, a law firm delivering fractional legal, risk, compliance, and governance to financial services firms. Not just a great lawyer, Celeste deeply understands all commercial drivers of financial services businesses …
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52 - Citrin Cooperman’s PE Journey: Lessons in Growth, M&A, and Offshoring with David Kells
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20:23In this episode of Business Beyond Borders, Laurence Whittam sits down with David Kells to explore the impact of private equity (PE) in the accounting industry, focusing on Citrin Cooperman’s transformative journey. Gain actionable advice for firms looking to prepare for growth and navigate a changing competitive landscape! In this episode, you wil…
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Rusty Fullings Journey - From Burnout to Balance
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30:16Rusty Fulling shares his journey of going from burnout to building a thriving virtual accounting firm. He highlights the importance of intentional leadership, creating a strong team culture, and aligning with ideal clients.By Canopy
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