show episodes
 
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.
 
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
 
A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients, a better practice, and the life you deserve. Learn more about the WealthAbility® Network: https://wealthability.com/thenetwork/
 
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.
 
Now is the time of the Pioneering Practice! Best selling author and marketing expert Amanda C. Watts shares her book 'The Pioneering Practice' as an audiobook. Described as 'The number 1 authority in marketing for accounting firms in the world' Amanda's insights will transform the way you market your accounting practice. LEARN HOW TO MOVE WITH THE TIMES AND NOT GET LEFT BEHIND. There is becoming a strong divide in the accounting industry. There are accounting practices that are pioneering th ...
 
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Accounting Marketing Doesn't Suck

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Accounting Marketing Doesn't Suck

Build Your Firm | Marketing for Accountants and CPAs

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Host Hugh Duffy takes you behind the scenes with successful accountants, CPAs, and industry elites in conversations about growing a more profitable business. The podcast is meant to inspire accountants to embrace marketing and leverage it to accomplish their goals and provide them with more control over their practice and life. This podcast is created by Build Your Firm.
 
Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
 
Join hosts Will Hill and Paul Miller as we have real and relevant conversations around the challenges and opportunities tax and accounting firms are encountering every day. Done with an upbeat tone, we look to provide you with inspiration and actionable ideas to help tackle these challenges and opportunities in your firm. The topics may be endless, but you are sure to hear a mix on client interactions, client engagement, firm process and firm culture. We know you will enjoy, we hope to inspi ...
 
Are you an Orthodontist wondering how to grow your practice in this fast-paced, competitive marketplace that seems to be changing every day? The Survival Guide for Orthodontists podcast is dedicated to making you the authority in orthodontics to prospective new patients in your community. Dr. Leon Klempner and Amy Epstein, co-founders of People & Practice, know the business of orthodontics. They bring you insights, tips and guest interviews focused on helping you thrive in a massively disrup ...
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
A podcast to inspire veterinarians, vet students and team members who want to reach financial freedom before they turn 90. Drs. Meredith Jones and Phil Zeltzman, two practicing vets, interview fascinating, non-boring experts in personal finance and practice finance. Beyond helping you enjoy financial wellness, our goal is to help you (whether you’re a newbie or a money nerd) reach whole life success. We talk about investing, entrepreneurship, student debt, practice management, side hustles a ...
 
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The Successful Lawyer Podcast

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The Successful Lawyer Podcast

Larry Weinstein, CPA, The CPA for Lawyers

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If you believe that success leaves clues, you’re in the right place. Welcome to The Successful Lawyer Podcast where we will interview the top successful lawyers and influeners in the legal profession. Hosted by the CPA for Lawyers, Larry Weinstein, we will be pulling back the curtain to discover their proven growth strategies including their mindset for success, marketing strategies, tactics, tools, and hacks. Larry Weinstein is a CPA, author, and consultant based in Houston, Texas and is kn ...
 
The “Scaling New Heights” podcast is designed for accountants and other business advisors, providing professionals with year-round access to some of the key training from our annual Scaling New Heights conference. Each weekly broadcast includes an interview with a featured guest who is either a past Scaling New Heights presenter or a presenter we’ve recruited for an upcoming conference.
 
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
 
The Bean Counter is your guide to a successful accounting career! Whether you're in University looking for your first job, or crushing it at your full time career, The Bean Counter is the show for you! We have topics ranging from preparing your resume and interviewing, to dealing with salary negotiations and being promoted. We'll have interviews with today's most inspiring accountants and find out how they got where they are today, and what advice they have for you! We'll also talk with recr ...
 
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show series
 
Staff who aren’t a good fit for your firm’s culture aren’t likely to stay long. In this second part of a two-part podcast, Guy Gage, founder of consulting firm PartnersCoach, talks about interview questions to ask that can determine whether a job candidate will integrate well to your culture, and other key aspects of hiring for culture.…
 
Sponsors Rippling: https://cloudaccountingpodcast.promo/rippling Client Hub: https://cloudaccountingpodcast.promo/clienthub BaCo Tech: https://cloudaccountingpodcast.promo/baco 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 a…
 
Client advisory services (CAS) practices are growing rapidly, and Kalil Merhib, the vice president of Sales and Client Services for CPA.com, has details. Merhib discusses the recent CPA.com & AICPA PCPS Client Advisory Services Benchmark Survey along with the opportunities for firms interested in starting or growing CAS practices. Also, get a previ…
 
I'm the CEO of Padgett Business Services, one of North America's largest tax, accounting and payroll advisory firms serving the specific needs of small businesses. I'm also extremely proud to be a Co-Founder and former CEO of Accountingfly, which is helping accounting teams solve their talent challenges by hiring U.S. based remote accountants. I li…
 
Lee Frederiksen of Hinge joined us for this week’s episode of Where Accountants Go, the Accounting Careers Podcast. Lee’s team approached us with this topic, and we were very excited to have the discussion. “The Great Resignation” is a phenomenon affecting the entire labor market, and the accounting profession is no exception. The market was alread…
 
I recorded this episode of the show to deal with a recent minor controversy from a passing comment I made. Then I decided it was too far out of the scope of what I want discussed on RPF, so I canned it, choosing not to release it. Well, the controversy continued, and after I shared this "deleted episode" with a few listeners privately who found it …
 
Having a good grasp of your organizational culture can help you hire the right people and adopt the right approach to change. But determining what type of culture your firm has isn’t always easy. In this first part of a two-part podcast, Guy Gage, founder of consulting firm PartnersCoach, discusses the three types of culture he sees most often in C…
 
Nate Hagerty is the CEO of TaxProMarketer, which was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the tax and accounting industry. Currently, TaxProMarketer staff serve clients all across the United States and Canada who use their services to build…
 
For many small and medium-sized firms, a consultation with a “high-value” firm can be a nerve-wracking experience that takes them out of their element. In this episode of CPA Conversations, Loren Fogelman, price and profit coach for Business Success Solution, provides tips on the focal points to drive home when delving into the CPA sales process. T…
 
Welcome to this episode of 20/20 Money! We’re 150+ episodes into this podcast and this was the first episode we’ve dedicated to the “backdoor Roth IRA!” In this episode I’ll discuss the strategy, when you need to utilize it, mistakes that we’ve observed throughout the process, and the future of the backdoor Roth IRA. As a reminder, you can get all …
 
On this episode of The CPA Marketing Genius, Salim is joined by author, academic, and expert on leadership in business, Dr Michael Useem. Together, he and Salim discuss the habits, mindset, and the skills needed to be an effective business leader in today's world! Also, we get some insight into the lessons Dr. Useem learned while interviewing 9 thr…
 
This week Will and Paul are joined by Rick Sager, owner of Sager CPA and Advisors, who shares his firm story. Listen in to hear how a full transition to focusing on advisory relationships with his clients completely turned around his firm, and is providing impact to not only him and his employees – but his clients as well.…
 
Show Notes August 16, 2021 Recent space adventures by Richard Branson on Virgin Galactic and Jeff Bezos’ flight on his rocket ship, “New Shepard,” have lowered the bar for travel beyond earth’s atmosphere. One consequence of humans entering space is the burgeoning and exciting field of space medicine. William Tarver, MD, MPH, discussed astronaut se…
 
On today's Friday Q&A show: 1:30 Difficulties on 1031 exchanges 6:45 Should I start a business on the side or full-time? 11:45 Can I deduct my student loans as a business expense? 12:15 We are expecting a baby. How should I use my paternity leave? 22:30 How do I get rid of a credit card with an annual fee? 30:15 Should I maintain multiple bank acco…
 
Stephanie Palmertree, CPA, CGMA, saw a need for better continuing professional education at the Mississippi Office of the State Auditor. The speakers were the same every year, and the issues weren’t necessarily the ones faced by staff at her agency. So, CPE offerings were revamped, becoming more meaningful and targeted. Palmertree explains the why …
 
On this week’s podcast, Eric discusses the realization of what it is to take extreme ownership in your practice, what happens when you don’t, and how to turn things around. Eric quotes former navy seals Jocko Willink and Andy Stumpf during the episode, and so wants to share their content with you at the following links: Extreme Ownership: Jocko Wil…
 
Listen in as David chats with CPA and financial consultant Jessica Nunn. David and Jessica discuss Jessica’s initial interest in finance and accounting, including her education and initial jobs with larger firms working with public companies. David and Jessica then dive into Jessica’s decision to go out on her own to help smaller clients like medic…
 
Topics covered include: *Why it is important to evaluate whether your current firm partner is still the right partner for you. *How to capitalize on new advisor-friendly product solutions to pivot your offerings for better client alignment. *Using valuations and continuity planning to gain strategic insight and employing a dual-monetization strateg…
 
In this podcast we speak with Dr. Terry Sellke, a board-certified orthodontist who has been practicing for 38 years. Dr. Sellke is an old friend of ours and he has been incorporating new technology and system enhancements into his practice for decades in order to achieve exceptional results while decreasing total treatment time. He retired from Uni…
 
Small firms face familiar challenges in unprecedented times What’s keeping you up at night as a firm owner? Listen to this clip from the AICPA’s September 2nd Town Hall series as the AICPA’s Lisa Simpson, VP of Firm Services, Carl Peterson, VP of Small Firms, Barry Melancon, CEO, and CPA.com’s CEO Erik Asgeirsson discuss the results from the 2021 C…
 
The number one challenge dental practices have had for years has been to find and retain good team members, and that is even more important given the COVID-19 pandemic. In today’s episode of The Art of Dental Finance and Management podcast, Art speaks with dental consultant Sharyn Weiss about issues in hiring and compensating of dental team members…
 
Transforming the auditing practice to be more digital requires more than just new tools. It also means a shift in mindset for firms serious about taking a digital-first approach. On this episode, the third in a series on audit evolution, Alan Langelli, CPA, lead partner of the technology industry services group at Aronson LLC, shares three key reas…
 
In today's podcast, I share with you: Why I think the USA is a good place to be right now with regard to personal freedom, even with various rules and mandates. What I think will happen in coming months. How to prepare if the USA turns int a not-so-good place to be. Enjoy! Joshua https://radicalpersonalfinance.com/consult…
 
Jennifer Todling, Partner with EY, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. When we scheduled this episode, we knew it was going to be a story of a successful, progressive accounting career as Jennifer had been with EY approaching 18 years and is a partner with the firm. However, we didn’t realize all the …
 
Sponsors Rippling: https://cloudaccountingpodcast.promo/rippling Dark Horse: https://cloudaccountingpodcast.promo/darkhorse Client Hub: https://cloudaccountingpodcast.promo/clienthub Show Notes 1:27 – David is leaving the building ... On vacation! 1:52 – CAP Voicemail – Thank you, Jonathan Weiss! Is it too hard to become a CPA? Practitioners speak …
 
Listen to the full interview with IMA president Jeff Thomson on the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Want to learn how you can get CPE for listening to podcasts? Subscribe to get early access to the Earmark CPE mobile app when it launches this fall: https://earmarkcpe.com Subscribe to Earmark Apple Podcasts Google Podcasts…
 
In 2016 Greg started Exposure Drafts, a cartoon series for the accounting profession. His cartoons have been featured on GoingConcern.com, and he has created custom cartoons for Intuit and the Thriveal CPA Network. His cartoons are also available as holiday cards from RuBook Creative (rubookcreative.com). Greg has been performing stand up comedy si…
 
Ira Rosenbloom, chief executive officer of Optimum Strategies LLC in Spring House, Pa., joins us to examine the signs that it might be time for a CPA firm to think about a strategic merger. Among the signs he points to are weak new business, clients getting restless, and referrals beginning to run low. To read the full transcript, click here.…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes. This conversation is a follow up to the episode that Nathan and I did around partnership compensation structures. In that episode, Nathan in passing made a couple of comments around associate compensation structure and the feedback we received from that episode around…
 
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