All Episodes
Displaying 1 - 30 of 46 in total
Farewell and Thank You: A Celebration of Learning and Connectivity
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 ...
Building Capacity in Accounting Firms
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 ...
Unlocking the Secrets of Impactful Advisory Services
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 ch...
A Dynamic Shift in the Landscape of the Accounting Industry
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, ...
Tax Advisory in Action
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 impl...
Shifting to Advisory Services: A Win-Win for Accountants and their Clients
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 sha...
How to Get Clients on Board with Advisory Services
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...
From Tax Advisor to Business Growth Partner
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 an...
Tackling Tax Technology and Talent
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 wor...
Tech Tune Up
Roman Kepczyk, CPA and Director of Firm Technology Strategy at Right Networks, helps firms throughout North America effectively use information technology to optimize ...
Preventing Bad Actors on Your Network
Roman Kepczyk, CPA, Director of Firm Technology Strategy at Right Networks, helps firms throughout North America effectively use information technology to optimize the...
Tax Season is Over, Time to Pivot to Advisory Services
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 yo...
Driving the Discipline Of Strategic Growth
Gale Crosley, CPA, CGMA is a strategic growth consultant, who has helped hundreds of accounting firms worldwide to achieve profitable and sustainable organic revenue g...
Growth Strategies for High Performing Firms
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. ...
Pt. 2 Technology, Trends, and Tools to Utilize
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 sh...
Pt. 1 Technology, Trends, and Tools to Utilize
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 t...
The Evolution of Hiring Next Generation Talent
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 ...
Top-line Growth: Addition by Subtraction
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 implementat...
2023 Accounting and Finance Hype Cycle
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 th...
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 - 1:5...
Let's Talk About Risk Advisory
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...
Experience Our Profession Through Fresh Eyes
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. ...
Creating a Purposeful Strategy for Building a Niche Firm
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 fi...
What You Need to Know About Advising Clients on Crypto
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 qu...
What Fellow Accounting Podcasters Have Learned
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 podcas...
Finding Your Strength To Grow As A Leader
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 mento...
Creating a Tax Roadmap for Your Clients
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 awa...
Enhance Your Firm with the Help of Technology
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 o...
Thinking About Offering Tax Advisory Services?
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 transformati...
How to Overcome Client Hesitation When It Comes to Advisory Services
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 t...
