All Episodes
Displaying 21 - 40 of 46 in total
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...
Top 10 Insights from Season 1
A look back at some of the top insights from season 1 of AccounTrends. If you enjoyed this season, please leave us a review on Apple Podcasts or Spotify!1:05 - Allan K...
Pt. 2 Barriers to Advisory: Why Most Tax Preparers Don't Embrace the Opportunity
Part 2 of our discussion with Joe Woodard, Founder and CEO of Woodard. Join us as Joe continues to unpack the barriers to tax advisory and the psychology behind why so...
Pt. 1 Barriers to Advisory: Why Most Tax Preparers Don't Embrace the Opportunity
Don't miss this two-part discussion with Joe Woodard, "Barriers to Advisory: Why Most Tax Preparers Don't Embrace the Opportunity", and hear him unpack the common barr...
The Magic of Specialty Tax Advisory
In this episode, Randy Crabtree, Co-Founder and Partner at Tri-Merit, shares from the wealth of knowledge he's gained while running a successful specialty tax consulti...
What is Tax Advisory and Why Should I Care?
It's hard for your clients to see the value in all the advice you provide and be willing to pay for it if you've been giving it away for free. Join us as Nadia Rodrigu...
Tax Benefits of Having Kids
Mike D'Avolio, CPA, JD, and Intuit employee, shares tax strategies for families with children and covers tax benefits for education, hiring your child to work in the f...
4 Tax Strategies to Implement Now
Join Robin Gervais, EA and Manager at Intuit, as she discusses her passion around taxes, shares the latest in tax trends to incorporate into your business today, and d...
Why Streamlining Tax Prep is the Best Path to Client Focus
Nayo Carter-Gray, EA and QuickBooks Online Advanced Certified Pro-Advisor, joins us today to talk about the power and benefits of workflow automation. With a little...
You Are More Valuable Than You Realize
Mark Wickersham, sought after profit improvement expert, value pricing expert, professional speaker and author, joins us as we answer burning questions about value pri...
Cryptocurrency vs Blockchain: What Are They, IRS Forms & How to File
Sean Stein Smith, PhD, joins us to address the most commonly asked questions on cryptocurrency, its impact on the accounting profession, and why he predicts that of th...
