Join us as we bring the curtain down on our much-loved series, celebrating the diverse and deeply insightful conversations we've been privileged to host over the last two years. Our special guest for this grand finale is none other than our very own production wizard, Luke Johnston . He shares his journey, laced with industry insights and fun facts around the production of the show. As we look back on the show, a host of transformative themes leap out. The digitization wave and AI's indomitable ...
Oct 30, 2023•36 min•Season 3Ep. 19
Ever wondered how to navigate the changing landscape of tax accounting and stay ahead of the curve? Kane Polokoff, Principal, Client Advisory Services Practice Leader at CohnReznick LLP, joins the podcast today as we unravel fascinating insights that will set you apart in your firm. We'll illuminate why imaginative hiring strategies are crucial, how to meet client expectations, and why soft skills are as vital as advisory services in shaping a future-ready industry. Together with Kane, we look a...
Oct 04, 2023•44 min•Season 3Ep. 18
What if you could gain the confidence to embark on an advisory journey and transition your business smoothly into this new venture? In our latest episode, we get to chat with Geni Whitehouse, the founder of Impactful Advisor, who generously shares her knowledge on consulting and advisory services. Geni, with her unique experiences and innovative approach, affirms the significance of operational and customer service elements in any successful advisory firm. Geni Whitehouse's step-by-step training...
Sep 12, 2023•48 min•Season 3Ep. 17
Join us as we chat with Bob Lewis from the Visionary Group , an industry veteran with 27 years of experience and plenty of fascinating insights to share. Surprisingly, pickleball and Cornhole aren't the only games picking up pace; accounting is too, with earnings even surpassing some medical professions! The staffing shortage and the capacity problems in the accounting sector are real, but what if we told you there's a silver lining? A crisis can often be the birthplace of innovation. In this ep...
Aug 29, 2023•53 min•Season 3Ep. 16
H. Randy Hughes III, Chairman & CEO of Counting Pennies LLC, joins the podcast to talk all things tax advisory, including specific use cases, helpful tips, how to implement it, and more. Tune in to hear first-hand how tax advisory has saved Randy's clients thousands.
Aug 15, 2023•46 min•Season 3Ep. 15
In this episode, we sit down with Martin Bissett, Founder of The Bissett Group, to discuss the importance of trusting and leaning on your financial advisor. Martin shares his family story and emphasizes the need for financial literacy in today's world. He also highlights why advisory services are key to a thriving business and offers insights on how to transition to an accounting business that prioritizes growth and profit while providing high-value services to clients. As we navigate the pandem...
Aug 01, 2023•43 min•Season 3Ep. 14
How do you take a data-driven approach to your business while keeping your passion at the forefront? Amy Phillips, the powerhouse behind TriStar CPAs, has mastered the art of blending number crunching with relationship building. Join us as we explore her journey in the accounting industry and marvel at how she's revolutionized her practice by transitioning to an advisory model. No matter the size of your business or the complexity of your financials, Amy's insightful story presents a treasure tr...
Jul 18, 2023•43 min•Season 3Ep. 13
Uncover the secret sauce to doubling or even tripling your business profits without spending a dime on advertising! In our enlightening chat with Tatiana Tsior, CEO and Founder of The Bold Method, we explore how to build a profitable, self-sustaining business that won't leave you chained to your desk. Tatiana's revolutionary approach to business development allows entrepreneurs to step away from day-to-day operations, retire comfortably, and live off their investments, all while avoiding hefty t...
Jul 04, 2023•47 min•Season 3Ep. 12
Join us as we discuss the future of accounting with renowned educator, consultant, and writer Randy Johnston. With decades of experience in the accounting software world, Randy's insights on the evolution of the profession and the importance of tax automation are invaluable for both accounting professionals and business owners alike. We dive into the impact of technology on accounting firms, focusing on the benefits of automation in terms of efficiency and productivity. Randy shares his expertis...
Jun 21, 2023•34 min•Season 3Ep. 11
Roman Kepczyk, CPA and Director of Firm Technology Strategy at Right Networks, helps firms throughout North America effectively use information technology to optimize production processes. Listen as Roman shares information on the top technology trends he’s seeing in the industry and what tax professionals should know.
Jun 06, 2023•24 min•Season 3Ep. 10
Roman Kepczyk, CPA, Director of Firm Technology Strategy at Right Networks, helps firms throughout North America effectively use information technology to optimize their processes. In this episode, Roman highlights the biggest security threats for the tax and accounting profession and how to spot them. He shares tips, checklists, and recommended resources to help keep your data safe.
May 23, 2023•27 min•Season 3Ep. 9
Dawn W. Brolin, CPA, CFE and CEO of Powerful Accounting joins the podcast to talk about tax advisory. Now that tax season is over, it is time to pivot and introduce your clients to the benefits of tax advisory for their financial success.
May 09, 2023•43 min•Season 3Ep. 8
Gale Crosley, CPA, CGMA is a strategic growth consultant, who has helped hundreds of accounting firms worldwide to achieve profitable and sustainable organic revenue growth. Listen as she shares her expertise for focusing on the right industries for your business, the positives of using tech at your firm, and more.
Apr 25, 2023•29 min•Season 3Ep. 7
Daniel Hood has been the editor-in-chief of Accounting Today since 2011 and has seen the industry change and grow, while collecting incredible insights along the way. Listen as he talks about Accounting Today's Top 100 Firms list released this month and growth strategies for high performing firms.
Mar 28, 2023•30 min•Season 3Ep. 6
Boris Shmukler, Senior Product Manager at Intuit, joins the podcast to continue the conversation on technology and the future of the industry. The group talks about shifts in the industry, the difference between native cloud or hosting, the role of product design when creating new software solutions, and more.
Mar 14, 2023•30 min•Season 3Ep. 5
Boris Shmukler, Senior Product Manager at Intuit, joins the podcast to talk about technology and the future of the industry. In this two-part conversation, the group talks about shifts in the industry, the difference between native cloud or hosting, the role of product design when creating new software solutions, and more.
Feb 28, 2023•27 min•Season 3Ep. 4
Sharrin Fuller, CEO Glass Wallet Ventures joins the podcast to talk all about hiring. Listen as she shares her expertise on attracting and retaining talent, different generations working together, and the importance of evolving to stay relevant.
Feb 14, 2023•27 min•Season 3Ep. 3
Carrie Steffen, Co-Founder and President at The Whetstone Group, joins the podcast to talk about how consulting firms can drive top-line growth through the implementation of advisory services. Listen in as she explains the importance of addition by subtraction, why less is more, and how you can zero in on the value of advisory services.
Jan 24, 2023•29 min•Season 3Ep. 2
Kacee Johnson, VP of Strategy and Innovation at CPA.com , an AICPA Company, joins the show to walk us through the 2023 Accounting and Finance Hype Cycle . Learn about the methodology, why certain trends move forward vs. back, and more.
Jan 10, 2023•22 min•Season 3Ep. 1
A quick flyover of some of the top insights from season 2 of AccounTrends. If you enjoyed this season, please leave us a review on Apple Podcasts or Spotify! 0:48 - 1:53 - Dominique Molina on creating real value by creating things that our clients want 1:54 - 3:45 - Jim Buffington on focusing on tax planning and preparation with advisory services over compliance services 3:46 - 5:53 - Heather Satterley on enhancing your firm with the help of technology 5:54 - 8:34 - Kristen Keats on creating a t...
Nov 29, 2022•20 min•Season 2Ep. 11
Join Jin Chang, CEO and Co-Founder of Fieldguide, to hear about the importance of risk advisory services and how they're a big part of the future of audit and advisory. Learn about the inception of Fieldguide and how the platform helps firms grow faster and become more profitable through automation.
Nov 15, 2022•29 min•Season 2Ep. 10
This week join Shelly Weir, President & CEO at Florida Institute of CPAs, as she talks about her fresh eyes on the profession and the role state societies play in it. She also talks trending topics in the industry and how firms need to think about attracting new talent.
Nov 01, 2022•29 min•Season 2Ep. 9
Defining a niche is a complex strategy for firms everywhere. On this episode, Jason Blumer, CPA and CEO of Thriveal CPA Network and Blumer CPAs, walks us through how firms should find and define their niche, when is the right time to do so, and the complexities of building a niche firm overall.
Oct 18, 2022•28 min•Season 2Ep. 8
Sonia Dumas, CEO of Curio Haus and Web3 Educator, specializes on educating tax professionals on cryptocurrency. Hear her expert advice for tax professionals on what questions they need to ask, tools they need to utilize, and how to advise their clients on everything revolving around cryptocurrency. Check out Intuit Accountants Cryptocurrency Tax Guide whitepaper for more helpful information about this topic....
Oct 04, 2022•23 min•Season 2Ep. 7
Blake Oliver and David Leary, co-hosts of the Cloud Accounting Podcast, join us to talk about trends in the industry, what they've learned from their journey in podcasting, and where they see firms heading in the future.
Sep 20, 2022•33 min•Season 2Ep. 6
Founder of Caldwell Consulting & Training, Carla Caldwell, joins us to discuss growing as a leader. Hear advice on finding the right community, the importance of mentors, and why you need to lean into your strengths to grow as a leader.
Sep 06, 2022•30 min•Season 2Ep. 5
Kristen Keats, CPA and owner of Sherwood Tax & Accounting, joins the podcast to talk about how to create tax roadmaps for clients. Listen as she explains the shift away from compliance services, and digs into creating monthly goals to help clients prepare for their future.
Aug 23, 2022•26 min•Season 2Ep. 4
Heather Satterley, CPA, CIO of GrowthLab FaaS, and 'Appy Hour Webinar co-host, joins us today to educate listeners on the power of technology. Hear her expert advise on when to utilize technology in the industry to help automate compliance work, the biggest pain points technology can solve, and more on today's episode.
Aug 09, 2022•34 min•Season 2Ep. 3
Jim Buffington, CPA and Advisory Services Leader at Intuit, dives deep into why offering tax advisory services is a key benefit to your clients and can be transformative for your business. Jim shares examples and best practices from firms that are already seeing the fruit of adding advisory services to their list of offerings.
Jul 26, 2022•27 min•Season 2Ep. 2
Dominique Molina, CPA, co-founder and President of the American Institute of Certified Tax Coaches joins us to discuss the importance of clearly educating clients on the benefits of advisory services. Hear her advice on how to present advisory services in a positive light, how to articulate its value, how to answer difficult questions from clients, and more.
Jul 12, 2022•33 min•Season 2Ep. 1
