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The AICPA's Small Firm Philosophy shares big ideas about small firms. You'll hear from leaders of small accounting firms about their philosophies on running a successful practice in today's rapidly changing environment.
Growing Your Firm is the Top Podcast for Ambitious Firm Owners to find tips, tactics, and strategies on how to Grow their Firm (or practice!). In this podcast we'll be interviewing Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
Welcome to the AICPA Forensic and Valuation Services (FVS) podcast channel. Subscribe to receive unlimited access to free podcasts on technical guidance, resources, and events as well as valuable insights and updates on professional issues from nationally recognized forensic and valuation experts. Visit us online at www.aicpa.org/fvs to gain access to valuable member-only benefits.
Stay ahead of the accounting & finance curve with weekly insights on emerging technology, human intelligence and digital transformation. AICPA & CIMA's global community helps you leverage disruption today to prepare your profession for tomorrow. The Association of International Certified Professional Accountants shares exclusive interviews from finance professionals across the world. They unpick crucial trends in cybersecurity, blockchain, artificial intelligence, data analytics, robotic pro ...
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
Simply Tax™ cuts through the static of the tax world and doesn’t waste your time by needlessly tossing around technical terms and citing code sections. Host Damien Martin has a knack for boiling down complex issues for business professionals who need a trusted advisor to help strengthen their tax mind.
The AICPA Audit & Attest Standards Podcast Series was developed to help keep our members apprised of all the latest standard setting activities of the Auditing Standards Board (ASB) and the Accounting and Review Services Committee (ARSC).
The AICPA presents the Journal of Accountancy podcast. Where we talk about the key issues facing the accounting profession.
The Sage Thought Leadership Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.
Multimedia productions of the AICPA
The Cloud Accounting Podcast is the #1 accounting and bookkeeping podcast in the world! Join Blake Oliver and David Leary at the intersection of accounting and technology for a weekly news roundup, plus interviews with industry leaders.
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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AICPA Town Hall
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AICPA Town Hall Series – April 8, 2021
1:01:15
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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Kristin Esposito, CPA, Dir., Tax Policy & Advocacy, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Ca…
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Sage Thought Leadership Podcast
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Thought Leader - Tom Hood on his move to the AICPA
9:51
9:51
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Tom Hood, CPA, CITP, CGMA is currently the EVP Business Growth & Engagement for AICPA-CIMA and the Business Learning Institute. Tom just stepped onto the global stage after 23 years as the CEO of the Maryland Association of CPAs. He was named the second most influential person in accounting by Accounting Today Magazine for the ninth year! LinkedIn …
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Journal of Accountancy Podcast
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What we can do to increase the number of Black CPAs
24:09
24:09
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African Americans are still underrepresented in the accounting profession: Only 2% of CPAs are Black. In this second part of a two-episode podcast, we look at what the profession can do to increase the number of Black CPAs. Guests Ruth Harris, the first Black female CPA in Virginia, and Frank Ross, one of the founders of the National Association of…
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American Institute of CPAs - Personal Financial Planning (PFP)
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Sensible Taxation and Equity Promotion Act (STEP) of 2021 {PFP Section}
8:46
8:46
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Guest: Bob Keebler, CPA/PFS On March 29th the Senate’s Van Hollen and House’s Pascrell released proposals that would result in the realization of capital gains on the date property is transferred by gift, trust, or death. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, gets you up to speed on the latest, including: What the proposals say…
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Go Beyond Disruption
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GBD153 (Blockchain Miniseries) #2 Bitcoin is Booming, and So Are the Taxes!
21:31
21:31
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"Globally, cryptocurrency transactions is a new booming area and a lot of countries are shifting their attention ... to capture that revenue" " CPA.com's Senior Director (Strategy and Innovation) Kacee Johnson talks to Amy Miller, Senior Manager for Tax Policy and Advocacy at AICPA & CIMA. They explore the most recent advancements in regulatory cha…
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Journal of Accountancy Podcast
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PPP and tax advice for not-for-profits; honoring pioneering CPAs
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13:04
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The requirements for Paycheck Protection Program applicants who are not-for-profits are different from those for for-profit businesses. Dave Moja, CPA, a member of the AICPA Not-for-Profit Advisory Council, explains some of those differences and more about completing Form 990 and Form 941. Also, hear a section of a two-part podcast series that docu…
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Sage Thought Leadership Podcast
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Sage Partner - Catherine Dahl on getting acquired by Quadient
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Catherine Dahl is the CEO and co-founder of Beanworks by Quadient, also known as Sage AP Automation, an innovative platform that connects mid-sized enterprises from invoice to payment. Catherine is passionate about business process improvement and leads with a vision of making accounting easier and more enjoyable while increasing efficiency and red…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
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How This Firm Owner Charges Five Figures per Year For Her “Micro-Niche”
21:08
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Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors - a financial planning firm serving physicians and business owners virtually across the US. Prior to launching her own firm, Anjali spent over 6 years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial plan…
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Sage Thought Leadership Podcast
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TSOE Excerpt - Dre Baldwin on getting started as an online entrepreneur
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Dre Baldwin is a graduate of Penn State University and had a nine-year career as a professional basketball player. He’s a noted expert in discipline, confidence, mental toughness, and personal initiative. He authored 27 books and holds a YouTube Silver Play Button (100,000+ downloads). Today, he makes it easy for entrepreneurs to have consistent me…
Sponsors Odoo: https://cloudaccountingpodcast.promo/odoo Client Hub: https://cloudaccountingpodcast.promo/clienthub Show Notes Coming soon! Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write…
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Sage Thought Leadership Podcast
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Thought Leader - David Bergstein on how advisory service is not just about the tech stack
10:51
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David Bergstein is a Digital Evangelist and Catalyst for Change. He helps accounting firms grow their Client Accounting & Advisory Services practices. The future of accounting is all about real-time information. Accounting Today listed him as one of their Top 100 Most Influential People in both 2015 and 2017. Additionally, in 2018, Val Steed, CEO a…
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Journal of Accountancy Podcast
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The struggles and triumphs of the first Black CPAs
34:29
34:29
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In this first part of a two-episode podcast, we take a look at the remarkable accomplishments of Black CPAs in the 20th century, featuring the testimony of two CPAs who witnessed Black CPA history firsthand: Ruth Harris, the first Black female CPA in Virginia, and Frank Ross, one of the founders of the National Association of Black Accountants (NAB…
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Marc Reidy, Founder & Owner of the global ISV provider CRM Together. In this episode, Marc talks about how he chose the path or, rather, how the path chose him, to become a Sage CRM ISV partner, where he sees the future of Sage CRM heading in 2020 & beyond, and how…
“I’m 100 percent not you, and you’re 100 percent not me.” Find out why this powerful reminder from guest Cassie Atteberry is the key to making the “people stuff” easier for you, your family, and your organization. In this episode, Cassie joins host Damien Martin to share insights to help you to show up as the best version of yourself, build higher-…
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AICPA Town Hall
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AICPA Town Hall Series – April 1, 2021
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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Tom Hood, CPA, CGMA, EVP, Business Growth & Engagement, AICPA Carl Peterson, CPA, VP, Small Firms, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Legi…
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American Institute of CPAs - Personal Financial Planning (PFP)
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What you need to know about the “For the 99.5% Act” {PFP Section}
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10:44
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Guest: Bob Keebler, CPA/PFS This bill, introduced into the US Senate on March 25, 2021, could lay the groundwork for what’s ahead with changes to estate, gift, and trust rules. If passed, the effective date would be December 31st, 2021 and would result in significant increases to federal estate and gift tax. In this PFP Section podcast episode, Bob…
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Journal of Accountancy Podcast
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Details of the April 15 postponement and a primer on SVOG
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13:06
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Alistair Nevius, J.D., the JofA’s editor-in-chief, tax, explains the differences between IRS announcements on March 17 and March 29 regarding the postponement of 1040 tax filing and payments from April 15 to May 17. He highlights what’s changed, what hasn’t, and one question regarding how the IRS will handle estimated tax payments on a 2020 return …
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Cloud Accounting Podcast
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Alphabet Soup Stimulus Update with Justin Elanjian, CPA
33:31
33:31
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Show Notes (1:50) Paycheck Protection Program (8:18) Employee Retention Credit (18:18) Shuttered Venues Operators Grant (25:29) Restaurant Revitalization Fund Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do u…
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Sage Thought Leadership Podcast
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Thought Leader - Marcey Rader on why people are crazy with meetings and what to do about it
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Marcey Rader is an award-winning global speaker, multi-certified health and productivity expert, and President of Rader Co. Her training company specializes in the accounting and biotech industries and partners with organizations to keep good people and rescue teams from burnout. She's trained thousands of people across the US and worldwide on how …
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
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You’re No Fool This Tax Season: 5 Ways to Stay Sane
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Driven to solve painful problems with smart, passionate, and empathetic people || Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work and get their jobs done on time. At Jetpack Workflow, we strive to live out our values of: + Leave it better than you found it. + Default to Action + Sta…
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Go Beyond Disruption
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GBD152. (Blockchain Miniseries) #1 The Highs and Lows of Crypto Tax.
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21:33
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"Bitcoin is the 'Kleenex' of cryptocurrency - the one that people hear about on the news - but it's just a gateway." Blockchain is one of the many emerging technology trends that have the potential to disrupt the accounting and finance role. We explore some of the latest advancements in this three-part series with leading subject matter experts. Pa…
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Sage Thought Leadership Podcast
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TSOE Excerpt - Matthew Stewart on "The Whale" in Consulting
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4:31
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Cited in Episode #1 of The Soul of Enterprise, Declaring Independence from the Tyranny of Taylorism, Matthew Stewart has influenced Ron and Ed's thinking for over a decade. His seminal book, The Management Myth, eviscerates any notion that business is a science. It is art, full stop. During this episode, we will dig deep into Matthew's thinking and…
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Small Firm Philosophy
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Establish the next generation of diverse CPAs
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15:24
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Do you have difficulty finding, retaining, and developing ethnically diverse talent? The PCPS George Willie Ethnically Diverse Student Scholarship & Internship connects PCPS member firms with ethnically diverse accounting students. Tairu Jozaitus, Intern and Michael Jamison, CPA, President - OnTarget CPA, are current participants. Hear their experi…
Sponsors OnPay: https://cloudaccountingpodcast.promo/onpayRewind: https://cloudaccountingpodcast.promo/rewindOdoo: https://cloudaccountingpodcast.promo/odoo Show Notes 2:07 - The pandemic made us all coworkers — whether we like it or nothttps://www.msnbc.com/opinion/slack-s-new-dm-feature-proves-we-re-all-office-n1261983 3:00 - Slack’s walkback of …
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Sage Thought Leadership Podcast
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Sage Colleague - Liz Warner on her passion for leading teams
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8:29
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Liz Warner is currently a Partner Enablement Manager at Sage, focused on implementation and consultant enablement. Liz loves leading teams and is a proud self-proclaimed Operations Nerd – although she loves Strategy, too. Liz is originally from Montana and has a passion for national parks, travel, opera and astronomy. She currently works from her h…
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American Institute of CPAs - Personal Financial Planning (PFP)
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Part 4: The new approach to retirement planning {PFP Section}
19:39
19:39
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Guest: Mackey McNeill, CPA/PFS Mackey McNeill, CPA/PFS, shares when and how she talks about investments with her clients in this episode of the PFP Section podcast. She walks you through her approach to her key ideas including: If your clients loved investments, they wouldn’t use your services. At the end of the planning process, refine the plan by…
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Journal of Accountancy Podcast
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Why the tax filing extension does not help everyone
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12:06
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Some individual taxpayers still have forms to complete and payments to make by April 15. That’s one reason the AICPA believes that the IRS extension from April 15 to May 17 didn’t go far enough. Ed Karl, CPA, CGMA, the AICPA’s vice president–Tax Policy & Advocacy, explains the reasons that the AICPA believes more relief should be given and why a Ju…
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Go Beyond Disruption
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GBD151. CMMC, the new Cybersecurity Maturity Model Certification (March Technology Advisory)
30:20
30:20
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"Now there's an ENFORCEABLE means to make sure that these suppliers are being assessed..." Guest-hosted by Steve Ursillo with Troy Fine and Matt Gilbert, this conversation is a good start to understanding CMMC, a complex and increasingly crucial component of top-level cybersecurity. It's especially crucial for companies needing to support complianc…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
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Too Good to be True...20k Followers on TikTok for Tax Advice?
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"Don't want to pay taxes? Easy. Just stop making money." This used to be my response to people complaining about taxes. Way, way back in the day before I knew the real real about how to leverage the Tax Code to build wealth and reduce your tax burden "at the same damn time". Now, I know better. Now I know that the Tax Code has opportunities for tax…
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Sage Thought Leadership Podcast
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TSOE Excerpt - Why Do Consumer Love Subscriptions
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In 2020, Zuora and Subscribed Institute commissioned The Harris Poll international survey on what consumers most value about subscriptions: The latest “The End of Ownership” report. And some fascinating findings from the latest Subscription Economy Index™. Why do consumers love subscriptions?: Convenience (42%) Variety (35%) Cost Savings (35%)…
Sponsors OnPay: https://cloudaccountingpodcast.promo/onpay Rewind: https://cloudaccountingpodcast.promo/rewind Attend Rewind's Webinar Odoo: https://cloudaccountingpodcast.promo/odoo Show Notes 2:53 - U.S. Treasury has sent out $242B in stimulus checks so farhttps://www.accountingtoday.com/articles/u-s-treasury-has-sent-out-242b-in-stimulus-checks-…
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Go Beyond Disruption
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GBD150. One year on: our Top Pandemic Episodes
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"Things have never slowed down as much while CHANGE has never been so fast" Today, 23rd of March 2021, was the date one year ago that we in the UK went into the first Corona virus lockdown. That's why our show notes contain links to two compilations of our most downloaded episodes relating to how businesses - and the professionals who run them - ar…
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Sage Thought Leadership Podcast
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Thought Leadership - Miguel Heinonen on how a small company can get involved in the tech space
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Miguel Heinōnen is an entrepreneur and avid YouTube vlogger as founder and CEO of Heirizon, a map-based employment marketplace. He likes to talk about all things startup and entrepreneurship (the good, the bad, and even the ugly). Check out Miguel’s website.
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Journal of Accountancy Podcast
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Ethics considerations for assisting clients with PPP documents
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14:22
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When it comes to applications for Paycheck Protection Program loans or PPP loan forgiveness, a one-size-fits-all approach to assisting clients won’t work. Some clients will need more help than others, and there are ethical implications for how CPAs provide that assistance. Iryna Klepcha, CPA, and Toni Lee-Andrews, CPA/PFS, CGMA, of the AICPA’s Prof…
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Marc Reidy, Founder & Owner of the global ISV provider CRM Together. In this episode, Marc talks about how he started with Sage CRM, the shared experiences of CRM over the years, why user adoption is so important & how their products help embed CRM for their users.…
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AICPA Town Hall
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AICPA Town Hall Series – March 18, 2021
1:01:22
1:01:22
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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA April Walk…
