Top 10 Insights from Season 2
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 tax roadmap for your clients and accurate pricing
8:35 - 9:34 - Carla Caldwell on bring her perspective that is beneficial to different firms
9:35 - 12:08 - Blake Oliver & David Leary on accounting and tax licensing and the evolution of accounting
12:09 - 13:24 - Sonia Dumas on what you need to know about advising clients on crypto
13:25 - 15:33 - Jason Blumer on creating a purposeful strategy for building a niche firm
15:34 - 18:30 - Shelly Weir on state associations and the roles they play in the state and public sector
18:31 - 19:34 - Jin Chang on the wave of cybersecurity privacy, risk needs