All Episodes

Displaying 31 - 46 of 46 in total

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...

How to Build a Multimillion-dollar Firm

Jody Grunden, co-founder & CEO at Summit CPA Group, joins us to explain how he's built a successful multimillion-dollar accounting firm through a subscription-based pr...

Value Pricing 2.0: Going From Transactional to Relational

Ron Baker, founder of VeraSage Institute, best selling author, and radio talk show host on the VoiceAmerica.com show - The Soul of Enterprise: Business in the Knowledg...

Hybrid Working Should be the Forever Normal: Tips for Building Relationships

Angie Grissom, Owner and Chief Relationship Officer at the Rainmaker Companies, breaks down why the hybrid work model is here to stay.  After months of observation and...

The Secret to Surviving the "Great Resignation"

Technology has infiltrated every industry and accounting is no exception to this trend. The pandemic ushered in this advancement faster than we’ve witnessed in years p...

Future & Direction for the Industry: The Future is Here

Allan Koltin CPA, CGMA and CEO of Koltin Consulting Group, Inc joins us to share his thoughts around key trends currently at play in the profession at large. In this e...

Introducing AccounTrends: The Top Accounting Trends You Need to Know Now

Meet the hosts of AccounTrends, get an overview of the show, and hear about some of the trends that will be covered as well as the experts who will come on the show to...

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