Podcasts about accountants

In this episode of FP&A Tomorrow, host Paul Barnhurst is joined by William Spengler, founder of Frederick Fox, a recruiting firm specializing in placing top-tier finance and accounting talent. They discuss what employers are looking for in FP&A professionals and the growing demand for technical skills such as Power BI, Tableau, and SQL. William shares insights into the current job market, what makes candidates stand out, and why effective communication and a curious mindset are essential for success in finance. The episode is packed with practical advice for job seekers and finance professionals looking to advance in their careers.William is the founder and principal of Frederick Fox, a recruiting firm that specializes in placing finance and accounting talent. Since its launch in 2019, Frederick Fox has grown rapidly, serving over 700 clients with a team of 55+ experienced recruiters. The firm has achieved this growth without outside funding, focusing on speed, accountability, and results. Frederick Fox has redefined the recruiting process, prioritizing lean systems and performance-based partnerships to help companies make confident hires. Outside of work, William is a guitar-playing father of three, a math nerd turned entrepreneur, and an enthusiast of spicy food and hot yoga.Expect to Learn:Why accounting and finance roles are becoming more crucial to businesses todayHow to stand out as an FP&A candidate in a competitive job marketThe importance of mastering technical tools like Power BI, Tableau, and SQLWhy humble curiosity is key to becoming a better business partnerHow recruiters assess FP&A candidates and what skills they prioritizeHere are a few quotes from the episode:“Accountants are becoming like the new software engineers. They're in high demand and increasingly critical to business operations.” - William Spengler“The biggest mistake candidates make is not reaching out directly to hiring managers with relevant examples. Networking is key.” - William Spengler“If you're not networking continuously, you're not future-proofing your career.” - William SpenglerWilliam Spengler shared valuable insights into the FP&A job market, highlighting the demand for technical skills, the importance of effective communication, and the value of humble curiosity. His practical advice on networking, understanding business needs, and positioning yourself for success will help both job seekers and finance professionals advance in their careers. World-class Digital FP&A Course Bundle: Sign up for over ten hours of video content with 4 different courses and 8 modules on FP&A topics, including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for? Sign up today: https://bit.ly/4decOf3Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow William:LinkedIn - www.linkedin.com/in/william-spengler-2193433aWebsite: https://frederickfox.com/Facebook:

Accountants are increasingly becoming targets for cybercriminals seeking access to sensitive client data through compromised QuickBooks logins. This episode explores the evolving security landscape, from understanding how passkeys work to recognizing sophisticated email scams that can bypass traditional security measures. The discussion covers practical steps like creating backup login methods, implementing proper password management, and staying vigilant against fraudulent invoices and phishing attempts that specifically target the accounting profession.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial Accountants Podcast (02:09) - The Importance of Security for Accountants (02:51) - Common Security Issues in QuickBooks (05:34) - Understanding Passkeys and Their Benefits (10:57) - Real-World Examples and Horror Stories (27:18) - Best Practices for Account Security (32:53) - The Dangers of Sharing Personal Information Online (33:19) - The Importance of Two-Factor Authentication (33:49) - Benefits of Using Password Managers (35:02) - Real-Life Hacking Scenarios and Solutions (41:10) - Recognizing and Avoiding Email Scams (45:24) - QuickBooks Security Features and Concerns (49:57) - Intuit's New Feedback System for Banking Feeds (53:24) - What's Going on in Our World Horror Story in QB Power user FB Group - https://www.facebook.com/groups/QBPowerHour/permalink/9534930416605632Intuit Login Guide Blog: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins Adding a Passkey to your Intuit Login:https://www.schoolofbookkeeping.com/blog/passkeys Intuit's Security page: https://security.intuit.com/Got a fake email from “Intooit”? Forward it to fraud@intuit.comRegister for Alicia's community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/qbosilver?affiliate=5393907Jamie Pollock's course, “Don't Get Scammed: Jamie's Online Safety Guide”, https://learn.royalwise.com/visitor_catalog_class/show/161603/Dont-Get-Scammed-Jamies-Online-Safety-Guide?affiliate=5393907Schedule an appointment for Jamie consult with you to purge your email or streamline your passwords: https://learn.royalwise.com/page/show/75365Intuit's Canny discussion board for Banking Transactions Feed feedback:https://intuit.me/bankfeeds_FBMarch 13 episode: deep dive into your Intuit Account including logins: uqb.show/83We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

SummaryIn this episode, Jason Kruger, a partner at Citrin Cooperman, shares insights on the importance of accounting in business growth and decision-making. He discusses his journey from public accounting to entrepreneurship, the challenges of scaling a business, and the significance of building strong relationships with financial institutions. Jason emphasizes the need for financial education among business owners and the value of leveraging accountants for strategic planning and maximizing business value for exit. He also highlights common mistakes small businesses make and the importance of understanding cash flow and financial health.TakeawaysUnderstanding cash flow is critical for business success.Building relationships with banks can provide valuable support.Sales strategies should focus on building relationships, not just transactions.Accountants can help businesses maximize their value for exit.Establishing processes early on is key to scaling a business.Finding the right partners can fill gaps in expertise.Financial education is essential for business owners.Outsourcing accounting can be more cost-effective than hiring in-house.Visibility into financials allows for better decision-making.Common mistakes include neglecting inventory management.Chapters00:00 Introduction to Jason Kruger and Citroen-Couperman02:13 Jason's Career Journey and Entrepreneurial Insights05:34 Growth Challenges and the Decision to Sell09:38 The Importance of Partnerships in Business14:34 Navigating Industry Transitions and Finding Expertise23:48 Leveraging Accountants for Business Growth26:57 Understanding Business Profitability32:28 The Importance of Financial Visibility36:42 Building Relationships with Financial Institutions40:45 Outsourcing vs. Internal Accounting45:01 Overcoming Resistance in Business LeadershipCredits:Hosted by Ryan Roghaar and Michael SmithProduced by Ryan RoghaarTheme music: "Perfect Day" by OPM  The Eggs Podcast Spotify playlist:bit.ly/eggstunesThe Plugs:The Show: eggscast.com@eggshow on twitter and instagramOn iTunes: itun.es/i6dX3pCOnStitcher: bit.ly/eggs_on_stitcherAlso available on Google Play Music!Mike "DJ Ontic": Shows and info: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠djontic.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@djontic on twitterRyan Roghaar:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rogha.ar

In this episode of Building the Premier Accounting Firm, Roger Knecht interviews David Podell about defined benefit plans and tax strategies for business owners. They explore how accounting professionals can better advise clients on tax planning beyo†nd basic preparation, focusing on strategies to maximize tax benefits through retirement plans. In This Episode: 00:00 Welcome to Building the Premier Accounting Firm 00:54 Introducing David Pudel 02:05 The Journey into Tax Strategies 04:02 Tax Preparation vs. Tax Planning 05:42 Strategies for Business Owners 07:05 Maximizing Deductions with Defined Benefit Plans 09:06 The Accountant's Role in Tax Planning 11:10 Balancing Profitability and Tax Mitigation 12:37 Effective Personal Tax Strategies for Business Owners 15:40 Compensation Strategies Beyond W2 17:23 Understanding Defined Benefit Plans 20:20 Flexibility in Funding Defined Benefit Plans 23:01 Employee Benefits and Vesting 26:05 Identifying Candidates for Defined Benefit Plans 30:14 Understanding Tax Mitigation Strategies 32:36 401(k) vs. Defined Benefit Plans 34:18 Key Differences with Key Man Insurance 36:41 Income Qualifications for Pension Plans 39:12 Identifying Suitable Clients for Tax Strategies 41:25 The Role of Accountants in Tax Planning Key Takeaways:

What should you tell clients when tariffs increase and hiring slows? Blake Oliver discusses with Gusto senior economist Nicholas Tremper the effects on small businesses of high tariffs, reduced job growth, and a tighter labor market influenced by immigration policy. Find out how advising on cash flow and employee benefits can help your clients identify opportunities in a post-pandemic startup boom driven by artificial intelligence.Learn more about Gustohttps://earmarkcpe.promo/gustoChapters(01:09) - Meet the Guest: Nich Tremper, Senior Economist (02:36) - Impact of Tariffs on Small Businesses (11:12) - Labor Market Trends and Challenges (20:37) - Strategies for Small Business Success (22:37) - Impact of AI (30:00) - Trends in Offshore Hiring (32:36) - Impact of Inflation on Small Businesses (39:47) - The Role of Accountants in Business Strategy (42:48) - Rise of New Business Formations (48:39) - Optimism for Small Businesses in 2026 Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Nich TremperLinkedIn: https://www.linkedin.com/in/nichtremperConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Comsteria is here to help every organisation communicate with power.  And we want public relations, marketing and communications professionals to achieve their full potential.  Subscribe our podcast for straight talking advice and insight to super charge your career. And visit our website for training and consultancy incouding media relations, presentation skills, crisis comms, video and podcast production and AI training for comms teams. 

This week's questions: What are the rules and costs for moving money from a brokerage account into a Roth IRA? Any risks to having a single bank that houses all your accounts? And how to find a good accountant?Additional Episode Take-aways:Why millennials are financially ahead on paper but still feel behind emotionallyHow to harness AI for smarter, more intentional spendingThe hidden costs of return policy abuse—and how it could impact your favorite retailersThe real danger behind “feminine energy” dating advicePractical ways to protect yourself financially in relationshipsWhy playful money trends like “Girl Math” aren't as harmless as they seemLinks & Episodes Referenced: Priya Malani, Founder of Stash WealthSoMoneyLinks.com – My curated tools for saving, investing, and earning moreApply to Farnoosh BTS – My fall mentorship program for entrepreneurs and content creatorsWant to ask a question for an upcoming show? Head to SoMoneyPodcast.com or DM me @FarnooshTorabi on Instagram!

Building a firm should provide time, money, and freedom. The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants with The Profitable Accountants Community, discuss the transformative journey of Hooda from a traditional accounting background to modernizing his practice through value pricing and effective client engagement strategies. More Jackie MeyerThey explore the importance of pricing psychology, positioning, and the four pillars of success in building a thriving accounting firm. Reza shares his insights on the challenges faced by accountants and the necessity of niching down to attract the right clients. The discussion also touches on the impact of mentorship and continuous learning in achieving business growth and personal freedom. 

2:30 - Nikki wonders if she's developing a contagious laugh from another host. Hilarity ensues as they imitate each other's laughs. 5:15 - A discussion about the origin and meaning of doodling leads to debate on whether it improves focus and retention. 8:00 - An idea for a new Bush Barbie porn film is proposed, with proceeds going to charity. This sparks debate on the morality of doing porn for a good cause. 10:30 - Bonnie Blue is mentioned but none of the hosts pick up on it. Missed comedy opportunity! 12:45 - The hosts joke about writing off OnlyFans subscriptions as a business expense. Accountants may disagree!See omnystudio.com/listener for privacy information.

Matthew Fulton and Dan DeLong will be discussing some Intuit program updates. We will also be discussing some recent questions added in the the QB Power User Facebook GroupQB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Earn CPE through Earmark: https://bit.ly/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and Welcome01:00 Meet the Hosts and Special Guest02:06 Sharrin Fuller's Journey in the Industry04:23 Housekeeping and QB Power Hour Overview05:10 Main Topics Overview06:18 Poll Question: QuickBooks Preferences06:59 Discussion on QuickBooks Online vs Desktop09:10 Introduction to AI Agents in QuickBooks11:12 Deep Dive into AI Agents20:35 Advanced Features and Insights31:06 AI Powered Bank Feed33:22 Introduction to Bank Feeds and Feedback Channels34:35 Understanding the Voice of the Customer35:16 Exploring the Canny Feedback Platform36:18 Accountants' Perspectives on Feedback Channels39:37 Intuit Tech Survey Insights41:05 AI and Automation in Accounting44:55 Strategic Advisory Services48:15 Tech Overload in Accounting Firms53:40 QBO Payroll Challenges56:31 Troubleshooting QuickBooks Payments59:39 Conclusion and Future Topics

Weekly live shows as of the release of this podcast episode. Sunday: Cedar Glade Brews (5:00)Monday: Level III (7:00)Tuesday: East Nashville Brew Works Wilson County(6:30)Wednesday: Town Square Social (7:00)Thursday: Happy's Sports Lounge (6:30)Support: Venmo:@JonBoyce615https://www.facebook.com/BrainiacTrivia/https://www.instagram.com/brainiactriviaMusicTreeEntertainment@yahoo.comwww.BrainiacTrivia.comhttps://wantfm.com/#radio #trivia #podcast

Mark catches up with Matt Feehan to kick off the advisory conversation with a myth-buster: software isn't the first step. They explore Step One of the Enabler™ Seven Steps to Success: Prepare Your Firm, covering: Why the demand for advisory is rising Why starting with software fails What you need in place first: people, capacity, infrastructure How to pick your advisory champion Setting realistic targets If you're thinking about advisory, this episode gives you a clear place to start without the overwhelm. Connect with Matt on LinkedIn.

Tony: -The Carbonation Station: Rock Star Zero Carb review. -Killer Fungus may have other purpose: https://www.popularmechanics.com/science/health/a65401699/king-tut-fungus-cancer-cure/ -I want that…: https://electrek.co/2025/07/21/inmotion-launches-50-mph-commuter-electric-scooter-would-you-ride-it/ Jarron: -The Carbonation Station: Strawberry Peach La Croix -Intel is circling the drain because of accounting: https://daringfireball.net/linked/2025/07/26/intel-needs-a-big-customer -New one for the Google graveyard: https://daringfireball.net/linked/2025/07/26/google-link-shortener Owen: -Taking out loans against your GPU's. Nvidia is its own currency now. https://www.pcgamer.com/hardware/startups-are-using-nvidias-ai-gpus-as-collateral-to-secure-loans-of-up-to-usd10-billion-from-financial-institutions/ -BitChat? Read that again… https://mobile.slashdot.org/story/25/07/29/216224/jack-dorseys-bluetooth-messaging-app-bitchat-now-on-app-store Lando: -Earth is a tilt a whirl https://www.popularmechanics.com/science/environment/a65515974/why-earth-has-tilted-science/

P, a public company of some size, was obliged to have its accounts audited: [1]From 2016 to 2025 an auditor audited the Co's financial reports. The auditor was qualified but not validly appointed in contravention of the Corps Act: [2]P sought a declaration pursuant to s1322(4) that the purported appointment of the auditor was not invalid: [3](Importantly, the order sought was that the appointment be declared not invalid pursuant to a certain section that would otherwise cause it to be invalid; rather than a declaration that the appointment was itself valid: [24])Broadly, a contravention of this kind can be ordered to be invalid if the mistake was (i) procedural, (ii) an honest error, (iii) and that there is no substantial injustice: [6]From around 1970 Mx A was appointed auditor. Over time “A & Co”, “A Partners”, “A Accountants etc” were appointed auditors – all of those entities related to Mx A: [11] – [14]In around 2016, Mx A died. Apparently their child, also named Mx A began work at the auditing firm: [14] – [16]Mx A, the younger, was a qualified auditor and fulfilled the role for P until early 2025, signing off similarly using a related entity: [16] – [20]In early 2025, P decided to put the role out to tender following tension between Mx A and P's board: [21]Mx A resigned around this time, and the irregularity of their appointment as auditor was revealed: [22]There was no doubt that Mx A's firm was retained as auditor and indeed performed the work and was paid for it: [23]The evidence tender satisfied the Court that P had a reasonable basis for suspecting the appointment was not properly made: [25]Following a consideration of the evidence, some of which evidence P's searches of its own historical records, the Court was satisfied the potentially invalidity of the appointment was honest: [28] – [33]The Court considered shareholders and others who might be affected by the order sought and found there would be no injustice: [34] – [38]1322(4) relief is discretionary. While highlighting that the improper appointment of an order not a matter of small moment, the Court elected to exercise its discretion: [39] – [42]Following some amendments the Court made orders largely consistent with those sought by P: [50]The Court was not prepared to make orders that P and its dir complied with their duties where it appeared they had not done so: [49]___Please don't forget to follow James d'Apice, Coffee and a Case Note, and Gravamen on your favourite platform!www.gravamen.com.au

The global strategy consulting market stands at $39.5 billion, with Asia commanding $9.1 billion. India contributes just $1.09 billion. This is despite having the talent; Indians run global back-offices for McKinsey, BCG, Bain, Deloitte, and other consultancies. Yet, India continues to outsource strategy to the Big 4.Sanjeev Sanyal, PM Modi's Economic Advisor joins us to break this down.We discuss the factors helping and hindering India's growth opportunities. Sanjeev has long worked on improving the process reforms with the belief that this country needs small reforms that will bring huge impact.We also discuss AI, with a policymaker who strongly believes unregulated AI will be catastrophic. Sanjeev shares his opinions on what could be the government's approach to regulation, with acceptance of the limited predictability of future with AI.If you want to understand India from a policymaker's eye this episode is for you.0:00- Trailer0:55 – Why India Needs Many Small Reforms2:50 – Was WFH Technically Illegal Until 2000?3:57 – India as the GCC Capital for the world7:02 – How did India go from filing 6,000 to 1 Lakh Patents?13:45 – Why India Can't build Its Own Big 4+317:40 – When professional bodies in India don't work together21:05 – What happens when branding is banned?24:08 – Restrictions That need to stay27:11 – How India's IT Sector Grew Without a Governing Body30:06 – Are we risking catastrophic failure with Unregulated AI?36:10 – Can We Regulate AI Like the Stock Market?41:39 – Why India Must Shut down Population Control47:10 – Will AI Replace Lawyers and Accountants?49:14 – What India Isn't Ready For?51:31 – India as a historically risk taking nation54:31 – Why are professional bodies holding onto protection?56:55 – The Business Culture Problem in Kolkata58:32 – Sanjeev's Work in Agroforestry-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text

Description:In this episode of the MediaBooks Podcast, I chat with Yuri Kapilovich, also known as The Fun CPA. Yuri shares his journey from running a New Jersey-based accounting firm to becoming a social media advocate for making accounting fun, approachable, and sustainable. We dive into his new mentorship initiative, Mentors Count, and discuss how accountants can grow their careers through community, soft skills, and meaningful engagement with the profession.

In this conversation, Dr. Jackie Meyer, CPA interviews Brandon Adjei, a CPA with a rich background in accounting and tax planning. They discuss Brandon's journey from working at major firms to establishing his own practice, the challenges faced by international clients, and the importance of IRS resolution work. Brandon shares his experiences during Hurricane Harvey, where he provided pro bono services, and emphasizes the significance of networking and involvement with organizations like AICPA. They also delve into the benefits of using TaxPlan IQ for tax planning and the necessity for accountants to adapt and grow in a changing environment.

Most firm owners think growth means more ads, more hires, or more hustle. But what if you could grow without any of that?In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Ed Chan breaks down the 4 smartest (and often overlooked) levers you can pull to grow your firm, starting with what you already have. From turning happy clients into referral machines, to selling more services to your current base, to marketing that actually works, and the real ROI behind acquisitions... Ed lays out a clear path for firm owners who want growth without chaos.If you want a business that attracts clients like a garden attracts butterflies, this is your blueprint.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Kajal Aswani dives into the critical role of forensic accountants in family law with guest Tavish MacLean. The conversation explores how forensic accountants untangle financial disputes, uncover hidden assets, and provide clarity in high-stakes divorce proceedings. Kajal shares personal anecdotes from her 20 plus years in family law, highlighting the importance of financial transparency and early professional intervention in divorce cases. Tavish emphasizes that forensic accountants bring clarity during emotionally charged times, leveraging investigative tools and valuation techniques to ensure fair outcomes. Key topics include the importance of financial awareness, challenges in identifying hidden assets, and the nuances of valuing private companies and other assets during divorce. The discussion also touches on the evolving risks of fraud, including the use of AI tools for falsifying financial documents, and the critical need for accurate financial disclosure. The episode concludes with practical advice for those navigating divorce, emphasizing the value of assembling the right professional team to streamline this challenging process. SHOW NOTES: 05:13 The Role of Forensic Accountants Exploring how forensic accountants identify hidden assets and provide clarity during divorce proceedings. 11:26 Preparing for Divorce: Financial Awareness Kajal and Tavish discuss the importance of gathering financial documents and understanding family finances before separation. 23:27 Valuing Private Companies and Complex Assets Insights into valuation methodologies and challenges in assessing corporate and tangible assets. 46:43 AI and Fraudulent Financial Documents How evolving AI tools pose new challenges in financial disclosure and fraud detection.

In this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants with The Profitable Accountants Community, discuss the transformative journey of Reza from a traditional accounting background to modernizing his practice through value pricing and effective client engagement strategies. They explore the importance of pricing psychology, positioning, and the four pillars of success in building a thriving accounting firm. Reza shares his insights on the challenges faced by accountants and the necessity of niching down to attract the right clients. The discussion also touches on the impact of mentorship and continuous learning in achieving business growth and personal freedom.

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward and Jamie Johns unpack the rising trend of private equity firms targeting accounting practices. Discover the five key factors every firm owner should consider before selling. Also, explore the mindset shifts required to lead through growth and why the ability to pause before reacting is a game-changer. So, if you're thinking about selling or want to know what makes your firm attractive to buyers, this one's essential listening.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

CPA Life welcomes Yuri Kapilovich, #TheFunCPA, back to the podcast to talk to host John Randolph about his newly created Mentors Count community. The managing partner of Kapilovich & Associates, Yuri saw the need for mentors in public accounting due to the decline of available time and the pipeline problem within the industry, so he founded Mentors Count to serve as a community where up and coming accountants could go to regain some of that lost mentorship. From tax technical support, essential career development advice, mental health discussions and more, Mentors Count is designed to be open and welcoming, especially when folks have questions they might not feel comfortable asking at work. Get the full show notes and more resources at CPALifePodcast.com

In this episode, Rob Brown delivers a wake-up call to accounting firms stuck in legacy thinking and explains why entrepreneurial mindsets are now mission-critical.Accounting used to be about consistency, caution, and compliance. Today, it's about creativity, innovation, and commercial bravery. In this solo episode, Rob Brown unpacks why accounting firms must ditch their old ways of working and embrace an entrepreneurial mindset. Whether it's the pressure from private equity, client expectations, or shrinking margins, the message is clear: evolve or get left behind.This episode explores what entrepreneurial thinking looks like in a firm, how to identify intrapreneurs, and what leaders must do to create a culture of experimentation and growth. A must-listen for partners, managers, and future leaders who want to stay relevant in a rapidly changing industry.Key Takeaways:➜ Traditional firm models are being disrupted by tech, client demands, and PE influence➜ Entrepreneurial thinking isn't optional, it's survival➜ Innovation doesn't happen in 6-minute increments➜ Billable hours can kill creativity and change➜ Firms must reward courage, not just efficiency➜ Intrapreneurs are the untapped growth engine inside most firms➜ Leadership must model risk-taking, not just manage itKiller Quotes:"Stability is no longer a growth strategy.""Firms that can't innovate will quietly fade away.""Billable hours are the enemy of entrepreneurship.""Clients don't want accountants. They want problem-solvers.""Stop managing what is. Start imagining what could be.""The future of accounting won't be found in last year's playbook.""Entrepreneurial thinking is not a department. It's a culture."The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.You can find this on youtube here: https://youtu.be/7ZrBD_UmLoA◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrownThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

AI features in existing accounting and auditing software.

QuickBooks is making inventory accessible to Simple Start and Essentials users with a new standalone $40/month module, while simultaneously upgrading their Square connector with faster transaction processing and sales tax tracking. Matthew and Alicia dive into the details of these changes, explore the underutilized Mineral HR platform that comes free with premium payroll, and preview the upcoming AI agents and new dashboard interface rolling out this fall.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:59) - QuickBooks Inventory Module Update (10:11) - New Square Connector Features (16:22) - Mineral HR Platform Overview (20:55) - Updating Employee Handbooks (23:30) - Algorithm for Personalized Suggestions (24:43) - Navigating Client Subscriptions (25:19) - Future Features and Revenue Share (28:11) - AI Agents and Upcoming Features (31:09) - New QuickBooks Dashboard (37:11) - Training and Resources for New Interface (39:44) - Conclusion and Final Thoughts Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comQuickBooks Toolkit for Accountants: http://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_usIntuit Connect: Intuit Connect: The premier accounting eventFirm of the Future Article about Inventory Changes: https://www.firmofthefuture.com/product-update/june-2025-mpu/#labelsIn the Know Handout: https://drive.google.com/file/d/19_buvOkw2MfHzMepQQLjiKiB5mLsSpf2/view?usp=share_linkPartner Council applications are now open:https://www.firmofthefuture.com/partner-council/partner-council-applications-open/Alicia and Matthew:Alicia's QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907QB Power Hour: Join Matthew “Spot” Fulton and Dan Delong live every other Tuesday at 9:00am PST | 12:00pm EST https://www.qbpowerhour.com/QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunityliveConnect with Matthew: https://facebook.com/spotycushttps://youtube.com/parkwayinchttps://instagram.com/spotycushttps://twitter.com/spotycushttps://www.linkedin.com/in/parkwayinc/

The Power of Personal Branding - "A personal brand opens the doors you didn't even knock on. It goes ahead of you, it generates referrals, opportunities, invitations. It's the currency for influence, isn't it? And that's what accelerates your program." - Rob BrownWe have a truly special guest. Rob Brown is a global authority in the accounting industry and someone whose journey is as inspiring as it is unconventional. Rob went from being a high school math teacher in Yorkshire, England, to becoming a bestselling author, TEDx speaker, and the host of the Accounting Influence podcast. He's made a name for himself by helping highly skilled professionals master the power of personal branding and visibility in their careers.We discuss the importance of building your reputation. Why being technically skilled isn't enough if you want to stand out, and how intentional networking and authenticity can transform your professional journey. Rob shares his own story, shaped by his working-class background, what drove him to strike out on his own, and how he discovered the knack for bringing out brilliance in others who may not see it in themselves.You'll hear us discuss the hesitations so many of us have around self-promotion, what holds back entrepreneurs and accountants alike, and why making yourself visible in a crowded marketplace doesn't have to mean being cringey or salesy. Rob offers practical insights you can act on. Whether you're starting out solo or looking to scale your business and make a bigger impact.So if you're ready for an honest, inspiring conversation full of British wit, actionable ideas, and a fresh look at what it takes to build your brand from the inside out, you won't want to miss this episode. Empowering Moments00:00 "Mastering Visibility and Branding"05:31 From Teaching to Business Success09:57 Embracing Entrepreneurial Uncertainty12:41 Choosing Teaching in Northern England16:13 Education System Fails Entrepreneurs17:11 Education Lacks Practical Life Skills21:27 "Teachers' Impact and Humility"25:44 People Over Companies: Trust Matters26:59 "Crafting Your Personal Brand"30:10 Now's the Best Time34:09 Accountants' Challenge: Balancing Promises39:09 Find Your Unique Strengths42:43 Network Building Through Online Outreach46:34 Define Your Desired Legacy47:56 Crafting Personal Brand Strategy52:18 Crafting Thought Leadership Content54:31 Legacy Focused on Family HappinessThis episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Top 3 Takeaways for Entrepreneurs & Professionals:Your Authentic Brand Starts With You: Before building a public persona, define what you truly want people to say about you. Your reputation is shaped by intentional branding, not by accident.Network Intentionally, Not Accidentally: Building relationships isn't just about showing up; it's about asking better questions, having meaningful conversations, and nurturing trust that leads to real opportunities.Showcase, Don't Shy Away: If you're great at what you do, it's not bragging—it's “ethical bragging.” Don't be afraid to shine a light on your strengths and success stories;...

Eric Green sits down with Adam Lean, founder of The CFO Project, to dismantle the fear and imposter syndrome holding back accountants, bookkeepers, and EAs from stepping into high-value advisory roles. Together, they explore the rise of productized CFO services – a scalable, repeatable model that allows professionals to break free from the time-for-money trap and command premium fees by delivering strategic guidance to small business owners.Whether you're worried about automation replacing your work or simply burnt out from endless tax seasons, this conversation will show you how to reinvent your practice. Learn how CFO advisory can transform your client relationships, create recurring monthly revenue, and finally give you the control and lifestyle you want.

Even if your accounting firm's brand is forgettable, your personal brand doesn't have to be. Most accounting firms have forgettable brands. Weak taglines, boring websites and zero personality. But the real problem? Most professionals inside these firms are invisible too. In this episode, Rob Brown shares how partners, managers and leaders can build their own standout brands, even inside bland firms. This is a practical masterclass in personal visibility, positioning and thought leadership. If you're ready to stop hiding behind your job title and start being seen, this one's for you.Key Takeaways:93.5% of firms still use founder names. You can't rely on the name to speak for you.Your personal brand matters more than your firm's when it comes to trust and influence.Only 39% of top firms have a YouTube presence - a huge opportunity for individual video content.Your tagline should describe your impact, not your job title.LinkedIn is your personal website somake it sharp, human and clear.Visibility is not ego. It's how opportunity finds you.Five things you can do this week to start building a memorable personal brand.Killer Quotes:“You don't need your firm's permission to be visible.”“Your job title is not your personal brand.”“People buy from people. Not logos.”“If you're not shaping your brand, someone else is.”“Clients follow trust. Trust follows visibility.”“Boring brands don't get remembered.”“Your firm might blend in. You don't have to.”You can find this on youtube here: https://youtu.be/Z0AJaV38S88◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrownThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Want to save hours each week and boost your productivity instantly? We will dive into essential AI prompts every accountant should have in their toolkit — including how to build prompt templates, set up your own prompt library, and streamline your systems. You'll hear practical examples that can transform how you create marketing content, price your services, onboard clients, and deliver powerful advisory work. We even explore the tools you can use to organise your prompts — including a sneak peek at a new software we're about to launch! Ready to learn how AI can supercharge your firm? This could be a total game-changer. The latest episode of the Value Pricing Podcast is now available: ChatGPT for Accountants: Essential AI Prompts to Boost Productivity In today's episode you will learn:How to build powerful, time-saving AI prompt templatesSmart ways to organise your own prompt libraryWhich tools work best: Trello, Airtable, or Notion?Real-life prompt examples for marketing, pricing, and advisoryTips to write clear, consistent, results-driven promptsWhy using AI across your team boosts productivity fast Don't miss out on the chance to transform your productivity with AI prompts that actually work. Listen now! 

On this episode of Under the Hood, Cameron Anderson, general manager of XBert, jumps on to share his journey about being a chartered accountant in tech and the opportunities and benefits it has given him. Tune in to hear more about: Cam's career journey in the accounting profession and how that led him to the world of tech. The biggest mindset and skill shifts he made when transitioning from traditional accounting to a tech-oriented role. The core accounting skills most transferable to the tech industry. Common misconceptions about accountants in the tech industry. Where Cam sees the future of accounting heading with the rise of tech. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.  

Episode Summary:After 11 years scaling Elite Resource Team, Anton Anderson's revenue tripled when he released "The Art of Collaboration" in 2024. He shows how one book became a growth flywheel, why his event is now the "Virtual Family Office Collective," & how AI is speeding—not threatening—progress. Anton previews book #2, "The Art of Proactivity" (co-authored with Paul Latham, who sold his accounting firm for $45M) to help accountants become proactive VFO pros. These titles anchor a four-book series proving collaboration now outperforms competition.About the Guest:Anton Anderson sketched his first "team-based" diagrams on napkins with CPAs. Today, he leads 25 internal staff & a 75-specialist virtual family office, supporting 700+ advisors & accountants. His annual event, now titled Virtual Family Office Collective, showcases that model in action.Key Concepts Explained:The Flywheel Effect: Growth gains momentum over time; add a strategic asset (a book) & the wheel accelerates exponentially.Virtual Family Office (VFO): Members tap a 100-person expert bench without hiring them, delivering "big-firm" depth minus the overhead.AI-Driven Disruption: As AI handles data & routine tasks, value shifts to relationships, strategy, & coordination—exactly what VFOs amplify.The Four-Book Vision:"The Art of Collaboration" – Advisor + Accountant Playbook"The Art of Proactivity" – Accountants become proactive VFO prosClient-facing guide to VFO benefits (in development)Advisor-focused growth manual (planned 2026)Strategic Book Leverage:Beyond Royalties: Success is measured in relationships, not unit sales. Books earn trust, open doors, & anchor speaking invites.Multi-Use Asset: Lead magnet, onboarding text, event giveaway, & training manual. New members receive "Collaboration" on day one & discuss it with their success manager.Peer-to-Peer Credibility: "Proactivity" was co-written by Paul Latham, who sold his accounting firm for $45M; accountants listen because it's "one of us" talking.Market Timing & Opportunity:Perfect Storm: COVID normalized virtual work; AI threatens "old school" fee models; professionals crave partnership over rivalry.10X Mindset: Anton targets delivering ten-times the value, not just closing ten-times the deals—fueling retention & referral growth.Future-Proofing: Information is cheap; process & partnership are priceless. The VFO structure is built for the next decade of tech upheaval.Implementation Insights:Rock-Climber Rhythm: Surge upward, pause to secure footing, then climb again; this guards culture & quality during hyper-growth.Community-Driven Innovation: Members co-create new ideas, challenge assumptions, & keep ego in check.Systematic Integration: Books, events, AI tools, & VFO experts are woven into one seamless client experience.Connect with Anton Company: Elite Resource Team Event: Virtual Family Office Collective Books: "The Art of Collaboration" & "The Art of Proactivity"Support the show

This week we discussed Iran & Israel War, Quantum Computing, Cancer Detection,Benefit of Shaking Ears, Accountants in Kiev Ukraine and more #awakening #iran #quantumcomputing About my Co-Host:Arnold Beekes Innovator, certified coach & trainer and generalist. First 20 years in technology and organizational leadership, then 20 years in psychology and personal leadership (all are crucial for innovation).============What we Discussed: 00:00 What we are discussing in this weeks show 01:40 Iran and Israel War04:45 29 Countries do not Recognise Israel09:00 Humanoid Robiotics is going to be massive11:30 The WHO Pandemic Agreement13:40 Anti Immegrant Protests in Northern Ireland14:40 How to Stop the Illegal Immegration16:20 Meta AI New Model and Flying Cars19:00 Eventually Ai will be able to do all that humans can do 21:35 Larry Elison wants all Governements to share information for Ai24:20 Quantum Computing27:10 Prosthetic leg made for friend 31:15 John Hopkins Can detect Cancer 3 years before other methods detect it33:10 Clean Hydrogen Fuel from Soda Cans35:10 Dangers of Car Air Freshners37:40 Benefits of Yoga Nidra39:40 Benefits of Shaking Ears43:35 The Benefits of Ginger45:50 The Dangers of Bovaer49:20 The attack on the Farmers50:40 Obeying Orders not good for you55:50 The Constant Spraying in Lodz, Poland57:10 The Shield Protecting Children in the UK58:40 Accountants in Kiev, Ukraine ====================How to Contact Arnold Beekes: https://braingym.fitness/ https://www.linkedin.com/in/arnoldbeekes/===============Donations ⁠⁠ https://www.podpage.com/speaking-podcast/support/ ⁠⁠------------------All about Roy / Brain Gym & Virtual Assistants athttps://roycoughlan.com/------------------

Giles Pearson, co-founder of Accountests and former PwC partner, shares how one disastrous hire led him to revolutionize recruiting in the accounting profession. The conversation explores why traditional hiring methods fail, how skills and personality testing can predict job success, and reveals the shocking statistics about resume dishonesty. Roger and Annie also dive into New Zealand's streamlined tax system where 90% of taxpayers never file returns, sparking a fascinating debate about whether such simplicity could ever work in the United States.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:56) - Introducing the Guest: Gilles Pearson (03:22) - Challenges in Hiring and the Birth of Accountests (05:26) - The Importance of Testing in Hiring (08:29) - The Role of Personality and Skills Tests (14:13) - Developing Effective Tests for Accountants (24:45) - Personality Profiles and Team Dynamics (31:45) - Using Tests for Employee Development (34:47) - Succession Planning in Smaller Firms (37:02) - Accountant Stereotypes and Communication Challenges (40:54) - The Role of Personal Interaction in Accounting (45:08) - Streamlined Hiring Process with Account Tests (49:08) - Comparing Tax Systems: US vs New Zealand (57:08) - Final Thoughts and Farewell Connect with Giles Pearson https://nz.linkedin.com/in/giles-pearson-fca-8a175843https://www.accountests.com/Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Blake and David return from Sage Future 2025 with insights into how AI is reshaping accounting—from eliminating the financial close to real-world use cases. They also cover Elon Musk and Donald Trump's public breakup, the latest in Deel's corporate spying allegations, Deloitte's unapologetically intense work-life balance ad, and a billion-dollar “AI” startup that turned out to be powered by humans.SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperTeamUp - http://accountingpodcast.promo/teamup Payhawk - http://accountingpodcast.promo/payhawkChapters(00:00) - Welcome to The Accounting Podcast (01:02) - AI in Accounting: Real-World Examples (05:08) - Sage Intacct Roadmap and AI Innovations (12:02) - AI's Impact on Accounting Jobs (18:33) - AI in Auditing: Tools and Trends (26:54) - Internal Audit and AI Adoption (32:36) - Elon Musk and Donald Trump Fallout (35:43) - Impact of Tariffs and Political Alliances (37:03) - Rippling vs. Deel: Allegations and Legal Battles (40:45) - Deloitte's Work-Life Balance Ad Controversy (43:10) - Accounting Profession's Retention and Salary Issues (46:43) - CPA Title Removal Debate (49:23) - 150-Hour Rule and Master's Degree Debate (52:56) - Trump-Musk Fallout and Its Implications (01:01:07) - Alliant Group and IRS Commissioner Controversy (01:05:14) - AI Startup Fraud Exposed (01:07:08) - Conclusion and Announcements  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

On this episode Joe speaks with Heather about identifying and removing toxic clients who undermine accounting and advisory practices. Joe shares a vivid metaphor—likening bad clients to termites in a home—and outlines a checklist to help firms define their ideal client profile based on profitability, behavior, scalability, and alignment with firm systems. TV and Movie Quote: Heather quoted Thelma and Louise Joe quoted Presumed Innocent Book of the Week: The Everyday Hero Manifesto by Robin Sharma Favorite Social Posts: Heather mentioned Candy Bellau on LinkedIn Joe mentioned The Soul of Enterprise on X/Twitter The Woodard Report Article of the Week: Say Less, Lead Better: Coaching in Real Life by Brandy Jordan Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for Accountants, CPAs, and Tax Professionals nationwide: the CorpNet Partner Program. 10X your firm's revenue by helping clients form a business, register for payroll taxes, maintain compliance, and more. Learn more about the show and our sponsors at Woodard.com/podcast

Earmark Media Presents a bonus episode of Earmark Podcast:  What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to examine the research behind the PCAOB's effectiveness and what elimination could mean for audit quality. You'll discover why companies with clean audit inspections can raise capital more easily, how the infamous "40% deficiency rate" actually works, and why these researchers believe dismantling the PCAOB could undermine trust in U.S. capital markets. The conversation reveals the hidden economics of audit oversight and explains why there hasn't been a major public company fraud since Enron and WorldCom.Chapters(00:00) - Welcome to the Show (01:10) - Meet the Experts (02:59) - Discussion on PCAOB's Elimination (08:17) - Research Insights on PCAOB's Effectiveness (20:11) - Deficiency Rates and Audit Quality (24:50) - Economic Impact of Fraud and PCAOB's Role (25:20) - Regulatory Model of the PCAOB (25:59) - Incentive Structure and Audit Quality (26:59) - Inspection Deficiency Rates (28:54) - Restatement Rates vs. Deficiency Rates (30:23) - Auditor-Client Relationship Tensions (31:42) - Documentation Issues in Audits (35:15) - Effectiveness of PCAOB Inspections (37:49) - Impact of PCAOB on Financial Reporting Quality (40:33) - Potential Elimination of the PCAOB (44:00) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Maureen McNicholshttps://www.gsb.stanford.edu/faculty-research/faculty/maureen-mcnicholsNemit Shroffhttps://mitsloan.mit.edu/faculty/directory/nemit-shroffDaniel Aobdiahttps://directory.smeal.psu.edu/dza5396Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

No matter how smart, hardworking, or experienced you are, there's still that little voice in your head saying, "Who do you think you are?" If you've ever felt like you're just "lucky" to have your job or that one day, people will figure out you don't really know what you're doing, you're not alone. This feeling has a name—imposter syndrome—and it's way more common than you think. It's that sneaky doubt that makes you question if you're actually good at what you do, even when all the evidence says you are. It shows up when you hesitate to raise your rates when you overwork to prove yourself, and when you second-guess decisions you're more than qualified to make. This week, I'm going to discuss why imposter syndrome is so common among accountant moms and how to overcome imposter syndrome. You can read the full show notes HERE

In 2001, Lisa Druxman became a mom and an entrepreneur. She was looking for a way to blend her passion for fitness with motherhood. “I decided to create a workout that I could do with my baby,” she recalls. “I didn't want to miss a moment of his new life but also knew that I needed to take care of myself.” Lisa created an exercise routine for new moms and realized that other mothers would benefit from working together to restore their well-being. Now she leads a business that brings exercise, companionship and support to tens of thousands of moms around the country. Stroller Strides grew over the years and added Fit4Baby (prenatal classes) and Body Well (habit-transformation program). All of the classes now make up the FIT4MOM brand. Lisa Druxman and FIT4MOM have been featured numerous times on NBC's Today Show, CNN, The Montel Williams Show, Access Hollywood and profiled in magazines such as Entrepreneur, Woman's Day, Good Housekeeping, Self and more. You can read the highlights of this episode HERE

This Podcast Is Episode 630, And It's About Small Business Administration - Essential Strategies for Contractors Running a small business is exciting, but let's be honest, managing the admin side of things can feel overwhelming. Between keeping financial records, looking after daily operations, and ensuring compliance with tax laws, it's easy to feel buried under endless to-do lists. But here's the good news: with the right strategies, small business administration doesn't have to be a headache. Here are some practical steps to streamline your business admin, save time, and boost productivity, leaving you with more energy to do what you love – whether it's working at the jobsite or growing your business! Why structure is the foundation of success Think of admin tasks as the backbone of your business. If these tasks aren't handled regularly and properly, things can quickly spiral out of control. Staying on top of your admin enables you to see how your business is truly performing, reduce legal risks, and ensure everything runs smoothly.    Here's where accounting software can make your life easier:   Automated Bookkeeping: Track income and expenses without lifting a finger. Payroll Made Simple: Handle staff payments quickly and accurately. Real-Time Insights: Monitor cash flow and performance at a glance. Popular tools like Xero or QuickBooks are ideal for small construction businesses seeking to streamline administrative tasks. And the best part? They store everything digitally, ensuring you're audit-ready at any time. Go digital with your records. Paper receipts and ledgers are so last decade. Not only do they accumulate unnecessarily, but they're also at risk of being lost or damaged. Transitioning to digital records is a crucial step toward administrative efficiency. Here's how to make it happen: Scan and Upload Receipts: Use mobile apps to digitize paper invoices. Cloud Storage: Securely store records online for easy access and backups. Spreadsheets or Software: Use spreadsheets for basic tracking or invest in platforms that allow you to tag and code transactions instantly.  Digital records reduce clutter and make year-end tasks, such as taxes, much easier. Organize the administration with task breakdowns. Breaking admin tasks into daily, weekly, monthly, and annual routines will make them feel more manageable. Treat them like habits – they may be small tasks, but they add up to make a significant impact. Daily Tasks Devote just 15–20 minutes a day to knock out small but essential tasks like: Checking emails and responding to client queries. Logging sales and expenses into your accounting software. Scanning new receipts or invoices. Weekly Tasks Dedicate time weekly to review your business's operational health: Pay suppliers and review outstanding invoices. Reconcile accounts to ensure everything has been logged correctly. Schedule social media or post updates to engage your audience. Monthly Tasks At the end of each month, set aside time for: Payroll processing (if you have employees). Reviewing inventory levels and replenishing stock. Analyzing your profit margins or hitting sales targets. Annual Tasks The big picture matters, too! Annually, focus on: Preparing your taxes (or outsourcing them). Reviewing your business plan and setting goals. Evaluating ongoing contracts, insurance, or subscriptions. Breaking tasks into bite-sized chunks will help you stay on track and avoid falling behind. Tip: Set calendar reminders to stay on track! Pro Tip: Ask us about our "Five For Five at Five" When to consider outsourcing? If the admin is still consuming too much of your time, outsourcing can be a game-changer. Hiring a virtual assistant, part-time administrator, bookkeeper, or accountant can free up your schedule for high-impact tasks. Here are some options to consider: Virtual Assistants can handle tasks such as appointment scheduling, data entry, and email management. Accountants and bookkeepers can ensure accuracy and compliance with tax laws, saving you from costly errors. Freelancers or part-time administrative staff can step in as needed without the cost of hiring full-time employees. Outsourcing doesn't just reduce your workload – it also gives you peace of mind that specialists are handling complex tasks. Important Consideration:   Specialized accountants understand the nuances of the construction industry, including project costing and compliance with tax regulations, enabling them to provide tailored financial solutions. This expertise is crucial for navigating the complexities associated with managing construction finances and ensuring that your financial records are accurate and compliant with applicable laws.   Moreover, outsourcing minimizes the risk of errors that can arise from doing-it-yourself (DIY) accounting. Experienced specialists leverage advanced accounting software to track expenses, monitor cash flow, and prepare detailed financial reports. This precision not only aids in effective decision-making but also helps identify areas for cost savings and revenue growth. By having accurate and timely financial information, you can make informed decisions that positively impact your bottom line.   In Summary   Build a Sustainable Routine The key to effective administration in your construction business lies in consistency. Use Digital Tools: Leverage technology to stay organized and automate repetitive tasks, from invoicing to document management. Establish Routines: Make your administrative tasks part of your daily or weekly habits to prevent them from piling up. Seek Expertise: Don't hesitate to get help when necessary. Whether through software or professionals, utilizing available resources can free you to focus on your core business. By implementing these practices, you can establish a foundation for efficient operations and enhanced profitability in your construction business. If you're looking for assistance in streamlining your administrative processes, don't hesitate to reach out! Whether you have questions about your finances or need guidance on better practices, I am here to help. It's time to work smarter, not harder. About The Author: Sharie DeHart, QPA, is the co-founder of Business Consulting And Accounting in Lynnwood, Washington. She is the leading expert in managing outsourced construction bookkeeping and accounting services companies and cash management accounting for small construction companies across the USA. She encourages Contractors and Construction Company Owners to stay current on their tax obligations and offers insights on managing the remaining cash flow to operate and grow their construction company sales and profits so they can put more money in the bank. Call 1-800-361-1770 or sharie@fasteasyaccounting.com

What happens when Congress passes a $3.8 trillion deficit-increasing bill by just one vote while promising fiscal responsibility? Blake and David break down the "Big Beautiful Bill" and reveal who really benefits—spoiler alert: it's not the middle class or the national debt. They explore QuickBooks' aggressive new AI agents rollout with price hikes up to 17%, examine why Tesla's CPA CFO earned $139 million in one year, and uncover how tariff-stressed businesses are weaponizing invoice rejections to manage cash flow. You'll discover why the time-based billing model is fundamentally broken in accounting, learn about the emerging "Next 12" tier of accounting firms, and understand why partners work the most hours while achieving only 6.9/10 job satisfaction.Sponsors Relay - http://accountingpodcast.promo/relayTeamUp - http://accountingpodcast.promo/teamup REFRAME 2025 - http://accountingpodcast.promo/reframe2025 Payhawk - http://accountingpodcast.promo/payhawkChapters(00:44) - The Big Beautiful Bill Act Overview (03:13) - Public Perception and Survey Insights (04:51) - Tax Implications and Specific Provisions (19:24) - National Debt Concerns (29:35) - QuickBooks AI Agents and Price Increases (32:52) - AI and Automation in Accounting (33:52) - Intuit's Earnings and Stock Performance (34:53) - Price Increases for QuickBooks Products (36:53) - AI Agents and QuickBooks Plans (38:01) - Impact of AI on Accounting Apps (38:56) - Intuit Enterprise and Accountants' Role (39:28) - Reframe 2025 Conference (42:40) - Big Four Transparency and Work Hours (48:18) - Tariffs and Invoice Rejections (54:52) - Big Four vs. Next 12 Accounting Firms (01:00:48) - Conclusion and CPE Information  Show NotesDo Americans Support Trump's 'Big, Beautiful' Budget Package? What Poll Found Before it Passed in House https://www.cpapracticeadvisor.com/2025/05/22/do-americans-support-trumps-big-beautiful-budget-package-what-poll-found-before-it-passed-in-house/161567/ Tesla CFO earns staggering $139 million compensation package https://www.foxbusiness.com/markets/tesla-cfo-earns-staggering-139-million-compensation-package Tesla Exec Receives Record Pay Package, Highest Paid CFO https://www.entrepreneur.com/business-news/tesla-exec-receives-record-pay-package-highest-paid-cfo/491938 Tesla CFO Vaibhav Taneja draws record $139 million salary https://americanbazaaronline.com/2025/05/21/tesla-cfo-vaibhav-taneja-draws-record-139-million-salary-462881/ Big 4 Transparency - Awards Season https://big4transparency.beehiiv.com/p/big-4-transparency-awards-season Tariffs & Trade Uncertainty Creates Invoice Rejections Surge https://procurementmag.com/news/tariffs-trade-uncertainty-creates-invoice-rejections-surgeInvoice rejection spike suggests tactic's use as tariff buffer, study says https://www.cfodive.com/news/invoice-rejection-spike-suggests-tactics-use-as-tariff-buffer-study-says/748528/ Art of Accounting: Analysis of Top 100 Firms data https://www.accountingtoday.com/opinion/art-of-accounting-analysis-of-top-100-firms-data The corporate work week grows even longer https://www.cfo.com/news/the-corporate-work-week-grows-even-longer-survey-microsoft-reclaim-ai-/748628/ Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running...

this episode of Building the Premier Accounting Firm with Universal Accounting Center President Roger Knecht, podcast publicist Christina Lenkowski explains how accounting professionals can leverage podcast guest appearances to position themselves as authorities, build trust, and grow their businesses. Learn the strategies to educate potential clients, repurpose content, and create effective calls to action for lead generation through podcasting. In This Episode: 00:05 Introduction to the Premier Accounting Firm 01:30 The Rise of Podcasting in Marketing 04:41 Building Trust Through Podcasting 07:34 Educational Value and Authority in Podcasting 10:46 The Balance of Sharing Expertise 12:02 The Evergreen Nature of Podcast Content 17:08 Crafting a Compelling Guest Pitch 21:56 Creating Engaging Offers for Podcast Audiences 25:36 Maximizing Podcast Listening Experiences Key Takeaways:

The world is constantly evolving. Clients are changing. That means we have to meet them where they are. Accountants are no longer strictly “service providers”. Go ahead…add “technology advisor” to your resume. It sounds scary, but it's true. Accountants must start embracing new technology and AI in order to free up ourselves for the services that clients are actually wanting. “There's an app for that” and our tech savvy clients know it, so we have to push past our own fears to meet them where they are…and that means more metrics, financial reporting, and advisory. Sarah Acton, Chief Customer Officer with BILL, says that we must get comfortable with automating the granular tasks so that we can free ourselves up for doing one thing that technology can NOT do, and that's building personal relationships. Strive for efficiency. Experiment with new ideas. Ultimately, your authenticity is what builds credibility with your clients. Walk them through their own fears and develop a practical roadmap for success in their own business. Learn how BILL can help make your firm more efficient and streamline operations at www.bill.com.

Let's talk about something that often gets overlooked when life gets busy—how your home feels. I don't mean how clean or organized it is. I mean whether it feels like a soft place to land after a long day or just another place filled with demands and noise. This matters because your home should be more than just a roof over your head or a place to crash. It should feel like the one space in the world where you can truly exhale. A place where you, and everyone you love, can let down their guard and recharge. But if we're honest, how often does your home actually feel that way? For so many of us, it feels like another to-do list we can't keep up with or a space filled with chaos instead of calm. What if your home could be something different? What if it could be a place where you and your family feel supported, safe, and ready to face the world again? This week, I'm going to discuss when your home feels like another job and 5 small shifts to create a “safe place to fall.” You can read the full show notes HERE

Discover the top business segments every accountant should target this year. Lee Reams II and Rebekah Barton reveal where the real profits are, how to segment smarter, and how to use advisory services and relationship-building to grow your firm—no matter your size.

Jocelyn Hastie spent 30 years as an accountant before the combination of a stage 4 cancer diagnosis and a sudden job loss forced a radical turn, leading her to work full-time with horses as a way to foster leadership skills and personal growth. She joins me to talk about why it's not fair to judge accountancy as boring, how bad management and leadership happens (including her own realization that she was a bad manager), what we lose when we forget the lessons of the natural world and our roots in it, what we can learn from the animals around us—including horses—and more. Read about a lesson I learned from Jocelyn here. Episode breakdown: 00:00 Introduction 04:25 Family influence suppressed creativity; art rediscovered after cancer diagnosis. 08:32 Jocelyn reflects on common misconceptions about accounting creativity. 12:39 Accountants add value, not just boring number crunchers. 16:32 Jocelyn's career choice influenced by her father and education. 20:06 Radical life change after cancer and job loss in 2016. 24:35 Horses revealed Jocelyn's management flaws; learned new leadership styles. 28:09 Importance of authenticity and boundaries, not pleasing everyone. 32:25 Animals and nature as teachers for leadership and mindfulness. 36:05 Jocelyn describes her non-riding retreats and somatic awareness. 40:34 Emphasizes intentional learning versus just-in-case learning. 44:05 Life shifts can come from crisis or noticing “little knocks.” 48:54 Childhood expectations shaped independence; cancer forced acceptance of help. 52:23 Lessons from herd dynamics and horses' instinct to regain calm. 56:07 Gestalt coaching emphasizes honoring emotions and shaking off fear.   Check out the full show notes (now including transcripts!) at fycuriosity.com, and connect with me and fellow creatives on Substack. Please leave a review for this episode—it's really easy and will only take a minute, and it really helps me reach new listeners. Thanks! If you enjoyed our conversation, I hope you'll share it with a friend.

Life as a working mom can be nonstop, can't it? There's always another task, another deadline, another person who needs your attention. Somewhere in the chaos, it's easy to lose sight of what makes you feel good. Maybe you've thought about taking a break or even dreamed of a spa day or a quiet weekend, but the idea fades because it feels like too much effort—or too much to ask. Here's the thing: it's not about the retreat being perfect or extravagant. It's about creating a moment for yourself that feels meaningful. Something that lets you breathe, recharge, and reconnect with what you need. But how do you even begin to make that happen? This week, I'm going to discuss why we rarely take time for ourselves as working moms and how to create a retreat that feels possible and perfect for you. You can read the full show notes HERE

We're heading to Macedonia for the first time on the show to welcome Anastasia Ristovska, founder of Books At Ease and NextGeneration — two companies on a mission to simplify accounting for business owners and empower accountants to succeed in the U.S. market.With over 17 years in finance, an MBA, and leadership experience in international companies, Anastasia shares how she transitioned from the corporate world to becoming a two-time entrepreneur, helping both digital business owners and aspiring accountants thrive.

- Brighton.com AI Engine and N95 Mask Analysis (0:00) - Special Reports and Interviews (1:50) - Trump's Military Budget and Economic Crisis (4:21) - Barium in Chemtrails and Nuclear Waste (5:56) - Facebook Marketplace and Trump's Tariffs (41:05) - Trump's Tariffs and Economic Impact (43:31) - Interview with Paymon from Freedom Law School (1:15:12) - Conclusion and Call to Action (1:15:30) - Non-Filers and Myths About Income Tax (1:20:44) - The Power of the 1040 Form (1:27:09) - The Deep State and Corrupt Institutions (1:30:46) - Federal Income Tax as a Tariff (1:32:44) - The Impact of Money Printing and Inflation (1:36:28) - Trump's Intention to Eliminate the IRS (1:43:12) - The Role of Accountants and Doctors (1:50:10) - The Importance of Free Speech and Legal Knowledge (1:50:28) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com