Podcasts about accountants

In this episode of the Accounting Influencer podcast, Rob Brown discusses the dual nature of artificial intelligence in accounting, emphasizing its potential to enhance content creation and personal branding while cautioning against losing authenticity. He advocates for leveraging AI as a tool to amplify one's voice and ideas rather than allowing it to replace them. The conversation highlights the importance of being visible and vocal in the accounting profession, using content to build authority and trust, and the need for professionals to maintain their unique perspectives in a landscape increasingly influenced by AI.TakeawaysArtificial intelligence is both a threat and an opportunity for accounting.Being an ambassador for your brand is crucial in leadership roles.Content creation is essential for visibility and authority.AI can simplify content creation but lacks authenticity.Authenticity is key to building trust and influence.Content should reflect personal experiences and insights.AI can help generate ideas but should not replace personal voice.Professionals must differentiate themselves in a crowded market.Playing it safe with content can lead to loss of visibility.Building a personal brand requires sharing unique stories and insights.TitlesAI's Role in the Future of AccountingSound Bites"AI is killing accounting.""AI doesn't have a soul.""Don't let AI dull your edge."The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. Thanks 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.comACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.ukIf 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. https://www.linkedin.com/in/therobbrownYou can also check out all shows on the Accounting Influencers YouTube Channel:https://bit.ly/AI-youtube

This week on UTH Imogen is joined by Joanna Perry, industry advocate and ex-business adviser turned business owner. After taking the social media world by storm with her strong passion for the accounting industry, Joanna shares her career journey and why she thinks all young people should consider accounting. Tune in to hear more about: Joanna's personal career journey and where it has led her. How she has utilised LinkedIn to grow a national and international following of over 10,000. Why she is passionate about advocating for the accounting industry. What she is doing differently to change the narrative and grow the profession. Her new business journey and how that has been enabled by her background in accounting. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

LADIES AND GENTLEMEN - (trigger warning) it's one day until tax day! We know your freelance taxes are a nightmare! You're so close to giving up and filing an extension! We get it! BEEN THERE - DONE THAT! This year, however, we managed to sneak in right before the deadline so that we could have your tax questions ANSWERED. In this pod, we tell you what it's like to be free of gig FOMO, we tell you what it's like to encounter a hoard of carefree boomers in a train on the way to a travel gig and, finally, we end with some priceless tax advice. 

What if the solution to accounting's talent shortage has been hiding in plain sight? In this episode, Navy veteran Mark Steinhoff reveals how the precision required to maintain life support systems on submarines directly translates to accounting excellence. Having managed critical oxygen systems hundreds of feet underwater, Mark now applies that same meticulous attention to detail as an accountant for a water utility. With the profession facing a 70,000-person annual deficit while 200,000 service members transition to civilian life each year, discover how military experience with procedures, documentation, and quality assurance creates natural accounting professionals—and why veterans might be the untapped talent pool accounting desperately needs.Chapters(01:09) - Transitioning from Military to Accounting (02:37) - Similarities Between Military and Accounting (05:46) - Life on a Submarine (11:31) - How Did Working On a Sub Translate to Accounting (16:43) - The Procedure is Not Optional (20:50) - Current Role and Future Aspirations (24:30) - Exploring Career Paths in Accounting (24:53) - Transitioning from Military to Accounting (26:31) - Leveraging the GI Bill for Education (26:44) - Navigating the Pandemic and Career Decisions (28:36) - The Value of a Business Degree (29:08) - Balancing Education and Personal Life (30:53) - Gaining Practical Experience in Accounting (32:23) - Pursuing an MBA and CPA (45:24) - The Evolving Role of Accountants (47:01) - Closing Thoughts and Encouragement 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, Mark SteinhoffLinkedIn: https://www.linkedin.com/in/marknsteinhoff/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Dealing with Dalton Used AI to BEAT a Section 3 and File Taxes (Lawyers and Accountants Overrated!)On episode 85 of The Side Hustle Experiment Podcast  John (https://www.instagram.com/sidehustleexperiment/) and Drew  (https://www.instagram.com/realdrewd/) talk with Dalton He shares his journey from selling shoes at garage sales to becoming a successful reseller on platforms like Amazon and eBay. He discusses the importance of niching down in the reselling business, the challenges of balancing social media with entrepreneurship, and the strategies he employs to scale his business.#amazonfba #amazonfbatips #sidehustleexperimentpodcast Follow us on Instagram: https://www.instagram.com/sidehustleexperimentpodcast/ Listen on your favorite podcast platformYoutube: https://bit.ly/3HHklFOSpotify: https://spoti.fi/48RRKcPApple: https://apple.co/4bmaFOk Check out Drew's StuffInstagram: https://www.instagram.com/realdrewdTwitter: https://twitter.com/DrewFBACheck out John's StuffInstagram: https://www.instagram.com/sidehustleexperiment/Twitter: https://twitter.com/SideHustleExp FREE Resources✅ AVOID Price Tanking with The Tank Test Check List https://bit.ly/44FMt6M✅ 10 Questions to Ask A Prep Center Before Hiring Them: https://bit.ly/3K3HQK4 ✅ How to Make your first $500 Reselling: https://bit.ly/3UJS47g✅ Get the Discount Calculator: https://bit.ly/4dEhaNN  ✅ The OA Tracking Spreadsheet: https://bit.ly/4bfqupO (the spreadsheet I use to run my Amazon Business)

Need to systemise your clinic? Start your free 30-day trial of Allie! https://www.allieclinics.com/Timestamps[00:23] - The Issue of Unexpected Tax Bills[02:05] - The Role of Accountants in Tax Preparedness[05:28] - Managing Tax Liabilities with Bank Accounts[06:46] - Monthly Cash Allocation Rhythms[10:02] - Importance of Regular Meetings with Accountants[13:16] - Questions to Ask Your Accountant[17:02] - Tax Planning and Scenario Analysis[22:16] - Budgeting for the Future[25:01] - Key Takeaways from Recent Budget Announcements[30:03] - Approaches to Budgeting[36:03] - The Importance of Monthly Reviews[40:17] - Overcoming the Taboo of Discussing Finances[42:25] - The Moral Responsibility of Financial HealthIn this episode of the Grow Your Clinic podcast, we dive into the often daunting topic of unexpected tax bills. Joined by Jack O'Brien, we discuss why these surprises can be particularly stressful for clinic owners and how proactive financial management can help mitigate these issues.Highlighting the importance of having a proactive accountant and a solid understanding of the tax ecosystem, we explore the complexities of tax law and how clinic owners can prepare for their tax liabilities by setting aside cash in separate bank accounts. We also discuss the importance of establishing regular rhythms with your accountant, including monthly cash allocations and quarterly reviews. Jack provides practical advice on what questions to ask your accountant to ensure you're getting the most out of your financial discussions.As we transition into budgeting for the upcoming financial year, we highlight the need for both optimistic and conservative budgeting approaches. Jack encourages clinic owners to consider the second and third-order consequences of their financial decisions, ensuring they are well-prepared for growth while managing potential risks.Finally, we touch on the importance of clear communication in financial management, referencing insights from Jeff Bezos on the value of sharp notes and effective meetings. We also recommend the book Supercommunicators by Charles Duhigg, which offers strategies for deepening connections in conversationsWhat You'll Learn:

In this episode, CJ Gustafson sits down with Brad Channer, the CFO of UBIO and possibly the world's most interesting CFO and accountant. He describes his unconventional career path from acting to accounting and the he lessons learned from some entrepreneurial failures along the way. Brad also discusses communication and leadership, including how his acting background shaped his style in the boardroom. He breaks down the biggest mistakes CFOs make when explaining financials and why some accountants struggle to reach the C-suite even if they're brilliant on paper. He shares insights on neurodiversity in the workplace and how to unlock its advantages before unpacking why the UK has produced fewer tech giants than the US and the one regulatory shift that could potentially supercharge the industry.If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.—SPONSORS:NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅, head to NetSuite https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.Subscript is a modern billing and revenue recognition platform designed for SaaS finance teams that need flexibility and accuracy. From automated invoicing and dunning to compliant, transparent revenue recognition and real-time analytics, Subscript eliminates manual work, reduces errors, and gives you a single source of truth for all your financial data. Book a free demo at subscript.com.Rippling Spend is a spend management solution that handles your entire company's spending in one unified system. It enables you to bring your corporate cards, expense management, bill pay, and more into one place to achieve real-time visibility and uniquely granular control with automated policy controls across every type of spend. Get a demo to see how much time your org would save at rippling.com/metrics.Vanta's trust management platform takes the manual work out of your security and compliance process and replaces it with continuous automation. Over 9000 businesses use it to automate compliance needs across over 35 frameworks like SOC 2 and ISO 27001. Centralize security workflows, complete questionnaires up to five times faster, and proactively manage vendor risk. For a limited time, get $1,000 off of Vanta at vanta.com/metrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. From spotting hidden optimization opportunities to automating painful procurement workflows and giving you the best market data to turn vendor negotiations in your favor, Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn how.—FOLLOW US ON X:@cjgustafson222 (CJ)—TIMESTAMPS:(00:00) Preview and Intro(02:32) Sponsor - NetSuite | Planful | Subscript(05:39) From Actor to Management Accountant(10:25) Brad's Bold Move to the UK(13:02) His Journey into Entrepreneurship and Accounting(16:07) Sponsor - Rippling Spend | Vanta | Tropic(20:08) Reclaiming the F Word: Failure(23:37) Communicating Like a Human(25:42) Acting Lessons for Accountants(29:49) How to Understand Your Audience(35:36) Navigating Neurodiversity in Business(36:35) How to Adapt Your Communication for Founders(38:30) Why Some Accountants Don't Make it to the C-Suite(40:38) Learning to Ask Questions(43:29) Leadership in Large Companies Versus SMEs or Scale-Ups(45:24) The UK Versus US Tech Scene(47:10) Tall Poppy Syndrome in the UK(51:38) Long-ass lightning round: Do Your Research(55:14) Advice to Younger Self(56:15) Finance Software Stack(56:58) Craziest Expense Story Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

She has thirty years of empirical business experience, most of which was focused on senior management or supervisory positions. She is a Certified Professional Bookkeeper (CPB), she holds a Business Administration Diploma and is a member of the CPB of Canada. She freely admits that her personal capacity to learn everything she wants to know is not as great as how much there is to learn. And if you are like her, that works out nicely, because it means you can keep right on learning and growing, and so will your businesses!You are encouraged to click for a collection of amazing resources (all free) that will make your bookkeeping life easier.B Purser says that the ‘Preparing for Tax Season for Self Employed' course was invaluable for her. Lynn not only effectively covers all the essentials one should know as a solopreneur but also provides tools to organize your numbers. The course is only 3 hours, yet she came out of it with such a better understanding of how to prepare her taxes, and what to pay closer attention to each year. and finally, some confidence in her preparation. Accountants just do not have the time to explain! Take this course. She hopes she can use Lynn for her taxes next year too. https://cbooks.ca/http://www.yourlotandparcel.org

Shaky markets. Panicky clients. Accountants, it's your time to shine.  Accounting ARCWith Liz MasonCenter for Accounting TransformationPresident Donald Trump's tariff announcement has sent shockwaves through the business community—and accountants are on the frontlines of the fallout. In the latest Accounting ARC podcast, Liz Mason, CPA, and Ron Baker, CPA (inactive), analyze the implications of Trump's decision to impose a 10% blanket tariff on all imports, alongside a dramatic 54% tariff on goods from China.  MORE Accounting ARC: Crypto, Cash, or Chaos? The Fallout of an IRS-Free America | Is Agentic AI a Game Changer or Game Ender? | Kelly Mann: Thriving Against All Odds | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance |  Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead "Tariffs are taxes—plain and simple," says Mason, CEO of  High Rock Accounting. "And businesses need to prepare for those costs to flow straight to consumers." The decision, justified under the International Emergency Economic Powers Act, aims to curb the U.S. trade deficit. Yet Baker, founder of the VeraSage Institute and radio co-host of the www.VoiceAmerica.com show: The Soul of Enterprise: Business in the Knowledge Economy, warns of potential unintended consequences. “Protectionism historically leads to retaliation, and that's bad news for everyone,” he notes. 

- 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

In this episode of Building the Premier Accounting Firm, Kenny Harper of Growth Amplifiers joins Roger Knecht to discuss the nuances of marketing and sales, emphasizing the importance of niching, understanding the customer journey, and sharing value to attract and retain ideal clients for accounting, bookkeeping, and tax businesses. Kenny shares actionable strategies to amplify your firm's reach and impact. Key Takeaways: Understand the distinction between marketing (attracting ideal clients) and sales (helping clients achieve their goals). Share the full range of your services with clients; don't assume they know what you offer. Niche your marketing to resonate with specific industries or client types for better engagement. Focus on building relationships and guiding clients through a journey, rather than pushing for a quick sale. Seek fresh perspectives to identify blind spots and optimize your marketing and sales efforts. Featured Quotes: “Clients don't know what they don't know.” - Roger Knecht [09:46] “Sales is simply just helping people get that value.” - Kenny Harper [14:23] “You don't have to niche your whole business, but you should consider niching your marketing.” - Kenny Harper [26:05] Behind the Story: Kenny Harper's path from recording bands to optimizing marketing strategies for business advisors offers a unique perspective on growth. His early struggles in the music industry taught him the importance of the business side of passion, shaping his approach to helping others amplify their impact.  Thank you for joining us for this enlightening episode of Building the Premier Accounting Firm with Roger Knecht. For additional help and resources for improving your marketing, sales, and ability to build relationships at your accounting firm, call 435-344-2060 to connect with Universal Accounting's team.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: The Advisors Playbook - Learn how to attract and enrol more ideal customers: https://growthamplifiers.com/amplify/   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve.  This is a webinar you don't want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.   In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

In this episode, Rob Brown discusses the complexities of job switching in the accounting profession, exploring the motivations behind leaving a job and the factors that contribute to job satisfaction. He highlights the importance of evaluating both red flags that may indicate it's time to move and green flags that suggest staying put. The concept of a 'forever firm' is introduced, emphasizing the significance of a supportive workplace culture and career growth opportunities. Ultimately, listeners are encouraged to reflect on their career priorities and make informed decisions about their professional paths.Takeaways:-Job switching can lead to better lifestyle and career growth.-Financial incentives for job switching have decreased recently.-Quality of life is becoming more important than salary.-Red flags for leaving include lack of growth and toxic environments.-Green flags for staying include a positive culture and investment in growth.-Flexibility in the workplace is now a critical expectation.-A 'forever firm' offers a supportive and growth-oriented environment.-Evaluate your motivations for wanting to switch jobs.-Temporary discomfort shouldn't drive your decision to leave.-Long-term fulfillment often outweighs short-term financial gains.The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. Thanks 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.comACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.ukIf 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. https://www.linkedin.com/in/therobbrownYou can also check out all shows on the Accounting Influencers YouTube Channel:https://bit.ly/AI-youtube

Could AI-generated fake receipts upend expense reporting as we know it? In this eye-opening episode, Blake and David demonstrate live how easy it's becoming to create convincing financial documents with AI—from receipts to audit opinions. They break down why Trump's new "reciprocal" tariffs aren't what they seem (complete with meaningless Greek symbols) and how they're already triggering market turbulence. You'll also learn why the federal government is ending paper checks by September, potentially saving hundreds of millions while reducing fraud by 16x. Plus, discover why Signal might be the most secure messaging option for your sensitive client communications. Whether you're concerned about fraud detection, economic impacts on your clients, or evolving professional standards, this episode delivers practical insights for navigating today's rapidly changing landscape.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casBluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.)Chapters(02:49) - Implications of AI-Generated Receipts (05:23) - Sponsor Acknowledgements and Livestream Interaction (06:15) - Deep Dive into Trump's Tariffs (09:27) - Economic Impact of Tariffs (22:57) - Creating Fake Receipts with AI (37:01) - Signal App and Secure Communication for Accountants (42:22) - Corporate Espionage and Fraud Cases (47:23) - Generating a Fake Audit Report with AI (52:19) - Discussing Douglas Edelman's Tax Evasion (56:33) - Deloitte Layoffs Due to Federal Crackdown (01:00:14) - Mandating Electronic Federal Tax Transactions (01:10:08) - IRS and ICE Coordination on Unauthorized Immigrants (01:13:34) - Alternative Pathways to Becoming a CPA (01:20:24) - Critique of Big Four Accounting Firms (01:28:01) - Upcoming Events and New Content on Earmark  Show NotesChatGPT's new image generator is really good at faking receiptshttps://techcrunch.com/2025/03/31/chatgpts-new-image-generator-is-really-good-at-faking-receipts/ Markets Swing Wildly After Trump Holds His Ground on Tariff Planhttps://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-07-25 Trump's Reciprocal Tariff Calculations Are Nonsense, Will Punish Mutually Beneficial Tradehttps://taxfoundation.org/blog/trump-reciprocal-tariffs-calculations/ Stellantis to temporarily lay off 900 US workers as tariffs bitehttps://www.reuters.com/business/autos-transportation/stellantis-says-will-temporarily-lay-off-900-us-workers-following-tariff-2025-04-03 Modernizing Payments To and From America's Bank Accounthttps://www.whitehouse.gov/presidential-actions/2025/03/modernizing-payments-to-and-from-americas-bank-account/ The Trump Administration Accidentally Texted Me Its War Planshttps://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151/ @parkerconrad Tweet: Rippling sued @Deel today … https://x.com/parkerconrad/status/1901615179718406276 Scoop: Fashion startup accuses founder of misconduct, after raising $534 millionhttps://www.axios.com/2025/03/31/scoop-caastle-founder-hunsicker-misconduct​The $7 Billion Defense Contractor Who Became One of America's Biggest Alleged Tax Cheatshttps://www.wsj.com/us-news/law/douglas-edelman-alleged-tax-fraud-who-ee65ea61 Deloitte is planning layoffs after a federal crackdown on consulting contractshttps://finance.yahoo.com/news/deloitte-planning-layoffs-federal-crackdown-063253531.html DOGE's private contract crackdown has eliminated more than 120 Deloitte contracts—more than twice the amount of any other consultancyhttps://fortune.com/2025/04/03/doge-private-contract-crackdown-deloitte-consultancies/ Probationary IRS workers will be back to work before Tax Day: Trial Balancehttps://www.cfo.com/news/probationary-irs-workers-will-be-back-to-work-before-tax-day-trial-balance/744419/IRS sharing info with ICE would put illegal immigrants between 'rock and a hard place': experthttps://www.yahoo.com/news/irs-sharing-ice-put-illegal-130026839.html Georgia, Indiana join growing band of states to pass CPA licensure lawshttps://www.cfodive.com/news/georgia-joins-growing-band-states-pass-cpa-licensure-laws-accounting-talent-shortage/744384/ I Quit my Big 4 Accounting Job to Fry Chicken and Will Never Go Back …https://www.businessinsider.com/quit-big-four-accounting-fry-chicken-never-go-back-2025-4 Local firm slashes staff starting salarieshttps://www.accountingtoday.com/opinion/local-firm-slashes-staff-starting-salariesNeed 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 fa...

Have you ever left work at a reasonable time to pick up your kids and felt like you were being silently—or not so silently—judged? Maybe a coworker makes a snide comment, or you get that look from someone as if to say, “Must be nice to leave early.”  The thing is, juggling work and family is already hard enough without feeling like you're under a microscope. You're trying to do your best for your family and your career, but somehow, it never feels like enough. It's exhausting, and it can leave you second-guessing yourself constantly. Why is it that judgment from others, or even ourselves, can hit so hard? Why does one comment, one glance, or even one unspoken assumption stick with us for hours—or days? It's almost like our brains are wired to take every criticism and use it as proof that we're not doing enough. This week, I'm going to discuss why judgment and criticism feel so heavy and how to take back control. You can read the full show notes HERE

On this episode of Accountants Daily Insider, Amanda Newton, group manager for the accountant segment at Intuit QuickBooks, sits down with Imogen to delve into the increasingly essential partnership between accountants and small- to medium-sized businesses. This episode explores the Intuit QuickBooks SMB Navigator Report 2025, which provides a data-driven perspective on this evolving dynamic. Conducted by Agile Market Intelligence between December 2024 and January 2025, the study gleaned insights from 506 Australian SMBs and 404 accountants, offering a comprehensive overview of the current state and future trajectory of accountant-SMB relationships.

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook and Ed Chan tackle one of the biggest challenges for firm owners: letting go of the work. Ed explains why true growth comes from shifting from doing to managing—and how learning to delegate effectively can transform your firm.________________ 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

Is AI about to transform how you price your services? In this episode of the Value Pricing Podcast, I will explain why value pricing is more important than ever—and how AI can help you build powerful pricing systems.Discover the three foundations of value pricing, how to price based on perceived value, and the one skill that will make or break your pricing success.Plus, I reveal how to use tools like ChatGPT to design better packages, communicate value more effectively, and even role-play pricing conversations.AI is not the future—it's now. Are you ready to lead the change?

Let's talk about what it's like to feel stuck in a job you can't quit. It's one of those things that can weigh on you every single day, making it hard to focus on anything else. You might feel like you're just going through the motions, clocking in and out, while wishing things could be different. Maybe you've told yourself, “I have no choice,” or “It's just how things are right now.” If you've ever felt like this, you're not alone. So many people, especially moms balancing work and family, feel trapped in a job because the idea of leaving isn't even on the table. But what does “stuck” really mean? Is it your circumstances that are keeping you there, or could it be something else entirely? This week, I'm going to discuss why you feel stuck and how to empower yourself when you can't quit right now. You can read the full show notes HERE

In this episode of the Accounting Influencers podcast, Rob Brown engages with industry experts Will Yap, Denise M. Meyer, and Robert Prusa to explore the significance of events in the accounting profession. They discuss the value of attending events, the importance of building relationships, and what makes a good event. The conversation also delves into how accountants choose which events to attend, the ROI considerations, and the evolving trends in event planning. The episode culminates in insights about the upcoming Right Now 2025 event, emphasizing community and professional growth.Key Takeaways:-Attending events is crucial for professional development.-Networking is a key reason for attending events.-A thriving community enhances the event experience.-Location plays a significant role in event selection.-ROI is measured by the value gained from the event.-Personalization in events is becoming increasingly important.-Engagement opportunities are essential for attendees.-The Right Now 2025 event focuses on community and collaboration.-Transitioning back to work after events is critical for implementing learnings.-CPE should be viewed as a bonus, not the main goal.-You can register for the right now event here:https://events.rightworks.com/WdoGRL?utm_source=robbrown&utm_campaign=rightnow2025&utm_medium=podcast&utm_content=willrobertdeniseThanks 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.comACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.ukIf 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. https://www.linkedin.com/in/therobbrownYou can also check out all shows on the Accounting Influencers YouTube Channel:https://bit.ly/AI-youtubeWatch the show with graphics and slides on youtube here: https://youtu.be/vm6TIuAMl8wThe Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

In this week's episode of The Wize Way Podcast for Accountants and Bookkeepers, we have a The WizeFactor Chat with Gary Doran, founder of Crescendo CPAGary shares his journey from a solo practice to leading a thriving 11-person firm — without being stuck in the day-to-day operations.Also, he reveals the key turning points that helped him step back from client work, the systems that allowed his team to run the business smoothly, and the mindset shifts that made it all possible. He also shares the biggest lesson he'd tell his younger self and why embracing leadership is the key to scaling sustainably.If you've ever wondered how to build a firm that grows beyond you, this episode is a must-listen!________________ 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

Blake and David dive straight into the headlines, starting with the controversial IRS workforce cuts and their potential impact on tax collections. They examine corporate espionage allegations between payroll companies Rippling and Deel, including a complex web of legal battles, Russian connections, and political involvement, and go on to discuss how AI is rapidly improving at handling longer tasks. All this and much more, right now!SponsorsRightWorks- http://accountingpodcast.promo/rightnow2025Bluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.)  Chapters(00:31) - Exciting Stories and Headlines (03:07) - Live Stream Shoutouts (05:08) - Earmark Podcast and CPE Credits (10:56) - IRS Workforce Cuts and Tax Gap (30:13) - Rippling vs. Deel Espionage Saga (41:20) - Evolve Bank and Trust Controversies (42:39) - Rippling and Deal Lawsuit Drama (42:57) - Political Connections and Scandals (44:31) - The Future of AI in Accounting (46:36) - AI Performance and Moore's Law (50:42) - AI's Impact on Accounting Tasks (54:43) - Live Demonstration with Claude AI (01:08:27) - The Future of Accountants in an AI World (01:20:45) - Conclusion and Upcoming Events  Show Notes7,000 IRS workers ‘reinstated' — but not yet returning to workhttps://www.journalofaccountancy.com/news/2025/mar/7000-irs-workers-reinstated-but-not-yet-returning-to-work/ IRS Retreats From Some Audits as Agency Slashes Workforcehttps://www.wsj.com/politics/policy/internal-revenue-service-doge-taxes-f00ac956 Opinion | With IRS cuts, DOGE would lose far more money ...https://www.washingtonpost.com/opinions/2025/03/13/doge-irs-cuts-tax-revenue/ Former Defense Contractor and his Wife Indicted for Evading U.S. Taxes on Profits from Selling Jet Fuel to the U.S. Militaryhttps://www.irs.gov/pub/irs-ci/j5-media-release-7-3-2024.pdf Lawsuit Alleges $12 Billion "Unicorn" Deel Cultivated Spy, Orchestrated Long-Running Trade-Secret Theft & Corporate Espionage Against Competitorhttps://www.rippling.com/blog/lawsuit-alleges-12-billion-unicorn-deel-cultivated-spy-orchestrated-long-running-trade-secret-theft-corporate-espionage-against-competitor IRS in Crisis: Tax Professionals Bear the Brunthttps://cpatrendlines.com/2019/02/26/taxpayer-advocate-lambastes-irs/ Measuring AI Ability to Complete Long Taskshttps://metr.org/blog/2025-03-19-measuring-ai-ability-to-complete-long-tasks/ Earmark Podcast – Ep. 87 - How to Use AI to Analyze Data and Draft Financial Reports in Minuteshttps://share.transistor.fm/s/c86818f5 Earmark's Screening of The Accountant 2https://www.eventbrite.com/e/screening-of-the-accountant-2-tickets-1225264421869?aff=EarmarkAppNeed 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/OvercastWant 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 why operations should be the next big focus in your practice. Heather emphasizes the importance of documenting and reflecting on current processes to identify areas for improvement. The discussion also covers aligning operational improvements with firm culture, broadening technology views with automation and AI, and practical steps to stay ahead in the coming year. TV and Movie Quote: Heather quoted The Office Joe quoted 1923 Book of the Week: The e-Myth by Michael Gerber Favorite Social Posts: Heather mentioned Ashley Francis on LinkedIn Joe mentioned Caleb Jenkins on X/Twitter The Woodard Report Article of the Week: Spring Cleaning for the Mind: Clearing Clutter for Greater Productivity by Kim Petro 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

What happens when a failed musician turns into a SaaS sales powerhouse? In this episode of SaaS Fuel, Jeff Mains sits down with Collin Stewart, CEO of Predictable Revenue and host of the Predictable Revenue Podcast. Collin shares raw, real stories from his journey—including early startup failures, the brutal truth about product-market fit, and what founders get wrong when scaling too fast.We dive deep into customer development, outbound sales strategies, and how AI is shaping the future of SaaS. Whether you're pre-revenue or pushing past $10M ARR, this episode will sharpen your go-to-market strategy and help you build a predictable, scalable revenue engine.Key Takeaways00:00 - The harsh truth about product-market fit02:00 - Why customer validation is key to success04:00 - Meet Colin Stewart: failed musician to SaaS leader07:00 - Early startup mistakes and lessons learned12:30 - The danger of scaling before understanding your customer16:00 - Why niching down beats going broad21:00 - How to leave bias out of customer interviews26:30 - Why founders get go-to-market strategy backwards30:30 - Introducing Champion Leadership Group34:00 - Signs you're not ready to scale39:00 - The Market Fit Matrix explained44:00 - What makes outbound actually work47:00 - The real reason AI SDR tools fall short51:00 - Where SaaS sales is headed with AI56:00 - Why AI won't kill sales—it will upgrade it58:00 - Where to find Colin + free founder resourcesTweetable Quotes“The biggest mistake founders make? Scaling before they really understand their customers.” — Colin Stewart“AI won't kill sales—it'll just kill bad sales processes.” — Collin Stewart“Customer interviews aren't for validation. They're for revelation.” — Jeff Mains“You don't need perfect messaging if you have the perfect list.” — Collin Stewart“Most teams are doomed or blessed before they're even built—because of strategy.” — Collin Stewart“SaaS isn't about growth hacks. It's about solving real pain for real people.” — Jeff MainsSaaS Leadership Lessons"Strong product-market fit is a spectrum" – You might not be at zero; you just need to strengthen your understanding of the customer.Scaling before validation is a costly mistake – Don't throw gas on a fire that's not even lit yet.Customer discovery is not for confirmation – Go in with curiosity, not to validate what you already believe.Your ICP needs laser-focus – “Accountants” isn't narrow enough. Be specific: left-handed accountants using QuickBooks.Build strategy before team or tools – Most sales orgs fail due to poor upfront go-to-market planning, not bad reps.AI can supercharge sales—but only if your fundamentals are solid – Garbage data and vague targeting make even the smartest tools useless.Guest ResourcesEmail - collin@predictablerevenue.comWebsite - https://predictablerevenue.com/Linkedin - https://www.linkedin.com/in/collinstewart/Episode SponsorSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code...

This is just a sample. Please reach out to Rick at rick@321bizdev.com.

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook and Jamie Johns tackle the often-debated necessity of timesheets in the accounting sector. Despite modern trends towards fixed pricing, Jamie makes a compelling argument for why timesheets are far from obsolete and are essential for anyone aiming to build a business that can operate independently of its owner.The reasons why we need to keep timesheets and why timesheets are not dead and, in fact, are critical if you want to build a business that runs without you.  How to get buy-in from your entire team and build a culture of high performance using timesheets.  How to handle the nay-sayers of using timesheets. ________________ 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

If you're ready for ads, here's what you need to know about the money and the math of marketing.…Connect with Matt:LinkedIn: https://www.linkedin.com/in/mattbanker/Website:  https://bankercreative.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/340…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Jim Gordon sits down to discuss his 26 years of community impact through the Community Foundation and the Community Foundation Awards, which honor those who give their time, talent, and treasure.• Jim Gordon, co-founder of GMCF and title sponsor of the CFAs, shares how the awards began• The CFAs focus on celebrating volunteers who contribute time and talent alongside those who give financially• Starting with four title sponsors (Kansas State Bank, Steel, and Pipe Supply, Trust Company of Manhattan, and Sink Gordon), the event now attracts 500-600 attendees• The awards spotlight lesser-known community programs, introducing new volunteer opportunities to attendees• Jim Gordon advises finding a charity you're passionate about and turning that passion into action• His philosophy: "You can't wait to make a difference" – take opportunities as they come to serve the communityGMCFCFAs

Have you ever noticed how your brain can latch onto a single thought and refuse to let go? Maybe it's replaying an awkward moment, overthinking something you said, or obsessing about what someone else might be thinking. It's like a broken record, looping over and over, and no matter how hard you try, it just won't stop. This kind of mental replay can be exhausting. It's not just draining your energy—it's stealing your time and focus too. You sit there, caught up in the loop, wishing your brain had an “off” switch. But the harder you try to push the thought away, the louder it seems to get. Why does this happen? Why does your brain decide to cling so tightly to something, even when you don't want it to? This week, I'm going to discuss why thought loops happen, how to recognize and redirect thought loops, and my personal example of breaking a thought loop. You can read the full show notes HERE

Check out the video on the new channel! https://youtu.be/JNvlIIgox68?si=Uz816gggVJMbM4QXChatGPT Deep Research https://openai.com/index/introducing-deep-research/Digits https://digits.com/Accounting Software Co's Buying Firms https://www.wsj.com/articles/ai-has-venture-investors-excited-about-yes-accounting-firms-3b9b3226RyanBot https://docs.google.com/document/d/1i_GfdO78_PHBqBdY8G5LljvIat2NPMrA1kQP6mjQG04/edit?tab=t.0#heading=h.3thh3299rsdf

In this week's episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward, Jamie Johns, and Ed Chan share their insights about the need for a discovery session for every accounting practice. Find out how to run a discovery session, how having the right mindset is important in doing so, and the list of best questions to use for every call you will have that will best work for your business ________________ 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

David Boyar joins Imogen once again on Accountants Daily Insider to chat about all things AI strategy and thought leadership, why they are crucial, and upcoming projects in the pipeline for The Access Group. Tune in to find out more about: What is AI decision making and how should it be approached? What is Access Evo and what makes it different? How is The Access Group upskilling in AI to create an evolving product useful for the accounting industry? What is an AI strategy and why should it be implemented? “The answer is that at Access, we're not going to leave anybody behind. We make products for accountants … and we'll keep investing in Australian accountants.”

As moms and accountants, we often feel like we're always running to keep up. There are deadlines to meet, kids to care for, and piles of things—both literal and figurative—demanding our attention. It's easy to feel stretched thin and wonder if there's another way. What if simplifying your surroundings could make life feel more manageable? What if letting go of the unnecessary could give you more time, energy, and peace of mind? Think about how much better you feel when you walk into a clean, organized room. Or how much more productive you are when your desk is free of distractions. Minimalism is about creating more of those moments—more calm, more focus, and more space for what truly matters. This week, I'm going to discuss when ‘more' becomes too much and embracing minimalism for clarity and control. You can read the full show notes HERE

A consequence of the COVID-19 pandemic is that workers increasingly want work that aligns with their values. Given that Gen Z, the next generation of accountants, is characterized by a focus on ESG issues, we use an experiment to test whether emphasizing sustainability assurance roles attracts individuals to the profession and which types of individuals are most attracted. We find individuals are more interested in becoming accountants when sustainability assurance positions are emphasized, relative to financial positions. We further find individuals with a prosocial (but not proself) social value orientation drive this result due to the greater intrinsic appeal of sustainability jobs to these individuals. We also find some evidence that prosocial individuals exhibit lower professional skepticism than proself individuals, highlighting a potential negative consequence of attracting prosocial individuals to the profession. Our findings illuminate how the accounting profession can attract prosocial individuals and one implication of doing so. Authors: Horne, Eric, Serena Loftus, Sarah Shonka McCoy, and Amanda M. Winn.

Billions in federal funds for nonprofits were abruptly frozen by the Trump administration, leaving organizations scrambling to stay afloat. Blake speaks with Jerilyn Dressler and Harriet "Hatsy" Cutshall from YPTC about how these freezes disrupted essential services, the complex flow of federal grants, and the rigorous compliance requirements nonprofits must meet. With a judge ordering the funds to be reinstated, they discuss what's next for nonprofits and the ongoing challenges of government funding oversight.Meet Our Guests: Jerilyn Dressler, CPA : https://www.linkedin.com/in/jerilynkeitdresslercpacfeHarriet "Hatsy" Cutshall, CPA : https://www.linkedin.com/in/hatsycutshallcpa-yptcGet 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/OvercastClassifiedsWant 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/RunClassifiedAd

Have you ever wished that self-doubt would disappear and you'd be able to do what you want, when you want? Well, what if self-confidence isn't something you have to earn, but something you can create right now? Many people wait for external validation—like a promotion or praise—before feeling confident, but that approach keeps confidence just out of reach. True self-confidence isn't about knowing everything or proving yourself first; it's about trusting your ability to figure things out along the way. Instead of waiting to feel ready, consider that confidence is what helps you achieve your goals, not the other way around. This week, I'm going to discuss the confidence trap: waiting for permission and shifting the focus: building confidence from within. You can read the full show notes HERE

Watch the Matthew Patrick Episode https://www.youtube.com/watch?v=NdsJYaDB3MkCheck out the new channel! https://www.youtube.com/@tryjasononlineAnd my new Excel + ChatGPT video

Join Roger Knecht and Microsoft MVP Jeff Lenning in this dynamic episode of Building the Premier Accounting Firm, where they delve into Excel mastery for accounting professionals.

In this episode, I get candid about a topic that's been on my mind—what sets a CFO apart from a traditional accountant. I'll dive into my biggest fear as a CFO: not delivering enough value and being seen as just another run-of-the-mill accountant. We work hard to differentiate our services, positioning ourselves as strategists who happen to be accountants, and I'll share why this matters.   From discussing industry practices to providing analogies with Spirit Airlines and Delta, I'll clarify why comparing fractional CFO services to regular bookkeeping is like comparing apples to oranges. Plus, you'll hear about the importance of client collaboration and how our strategic input can yield multi-thousand-dollar partnerships. If you're an entrepreneur looking to understand the deeper impact a CFO can make, this episode is for you. Tune in and let's grow your wealth together while keeping things enjoyable. Don't forget to leave a review on your favorite podcast platform!   What You'll hear in this episode: [0:50] Understanding the Role of a CFO [1:50] Differentiating CFOs from Accountants [2:50] Challenges and Fears of a CFO [5:15] Client Collaboration and Value Delivery [8:00] Overcoming Fears and Ensuring Value   If you like this episode, check out: Why It's So Hard to Communicate Our Value with Lynn Smith Mastering Your Messaging with Meghan Clor Creating a Memorable Customer Experience with Brittany Driscoll   Want to learn more so you can earn more?    Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/    The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Seth Greene is the nation's foremost authority on how to grow your business with 50 DREAM affiliates and our founder, growing us to the Inc 5000 list in 2023. He is the co-host of the Sharkpreneur podcast with Shark Tank's Kevin Harrington, which was named the number 6 business podcast to listen to. Seth is a 9 time best selling author who has been interviewed on NBC news, CBS news, Forbes, Inc, CBS Moneywatch, and the only person in history to be nominated three years in a row for the prestigious GKIC Marketer of the Year award. Seth is a serial entrepreneur and has founded four successful businesses. Listen to this insightful bonus RIA episode about getting weekly referrals from accountants and attorneys. Here is what to expect on this week's show: - How you should comment on accountants and lawyers three times a week to build relationships with potential referral sources. - Why constantly engaging in and showing support on social media allows people to recognize who is behind the comments. - How being featured on a podcast provides credibility and prestige while allowing you to share your website and social media information. - Why sending gifts helps activate and maintain the relationship with your interviewees. - How building goodwill allows people to feel a strong connection to you.   Connect with Seth: Links Mentioned: Market Domination X Instagram Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

SponsorsCPA.com - http://accountingpodcast.promo/cpaRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casRho - http://accountingpodcast.promo/rhoChapters(00:00) - Welcome to The Accounting Podcast (00:54) - Chaos Created by Doge (01:32) - Top Stories of the Week (02:17) - Listener Mail and Additional Topics (05:09) - Live Stream Interaction (06:42) - DOJ and Treasury Payment Freeze (17:40) - Young Engineers at DOJ (24:15) - Automation Features for Seamless Transactions (24:44) - Addressing Viewer Questions on Treasury Policies (25:34) - Debate on Federal Fund Vetting and Spending (27:57) - Government Bureaucracy and Political Battles (33:31) - The Role of Young Auditors in Government Agencies (40:38) - Adobe's Tax Tips: Helpful or Harmful? (43:54) - Final Thoughts on Government Efficiency and Partisanship  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 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/OvercastClassifiedsWant 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

Have you ever noticed how some thoughts just keep popping up, even when you're not trying to think them? It's like they're on autopilot, running quietly in the background while you go about your day.  And it's not just the good thoughts, either. It's often the worries, the doubts, and those sneaky self-criticisms that feel like they've set up camp in our minds.  As moms, we juggle so much, and it can feel like our minds are always full. We've got thoughts about the kids, work, our relationships, and that never-ending list of things we feel we should be doing better. And even if we try to focus on the positive, those familiar thoughts seem to stick around, don't they? The good news is that we can change this. We can create new ways of thinking and start shifting our focus toward things that empower us rather than hold us back. But it does take a little intention and patience. This week, I'm going to discuss why our thoughts keep us stuck and how to move toward new thoughts. You can read the full show notes HERE

SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperCloud Accountant Staffing - http://accountingpodcast.promo/casRho - http://accountingpodcast.promo/rhoChapters(00:00) - Welcome to The Accounting Podcast (03:37) - Government Employee Buyout Offer Update (09:24) - Undergraduate Accounting Enrollment Surge (12:38) - Illinois Proposes New CPA Pathways (14:25) - Elon Musk and IRS Direct File Controversy (18:16) - Doge's Access to Treasury Systems (26:53) - Tax Exemption on Tips: A Double-Edged Sword (30:19) - The Hidden Costs of Automation (38:03) - AI in Accounting: Current Innovations (47:03) - BDO Lawsuit: Inflated Revenues and ESOP (50:57) - Closing Remarks 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 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/OvercastClassifiedsWant 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 Penny Breslin and Damien Greathead about their innovative BOSS (Back Office Support) model, designed to help Client Accounting Services (CAS) practices streamline operations and scale effectively. They discuss key insights from their book, including defining a clear business focus, building the right team, selecting ideal clients, leveraging technology, and refining pricing and communication strategies. By implementing these structured steps, firms can enhance efficiency, improve client relationships, and establish a sustainable, high-performing practice. Resources: It's NOT Just the Numbers via CPA Trendlines CFO Services: A Practical How-To Guide for Accountants by by Penny Breslin, Paula White, Damien Greathead Connect with our guests: Connect with Penny on LinkedIn Connect with Damien on LinkedIn Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast  

On this episode of Blood, Sweat & Balance Sheets, Mike Whitmire is joined by Shivang Patel and Megan Gallagher, two former accountants whose expertise in audit and accounting paved the way for their success at FloQast. They share how their deep understanding of the accounting profession uniquely positions them to solve client challenges, connect with peers, and drive innovation in roles like sales engineering and beyond.Additionally, the group discussed FloQast's vision for deploying its Accounting Transformation Platform, with its enhanced with AI, support accountants by automating manual, time-intensive tasks. This enables teams to transition from preparer roles to strategic reviewers, tackling challenges like staffing shortages, boosting efficiency, and improving work-life balance for today's accounting professionals.Key Takeaways / Learning Objectives:Career Foundations in Audit and AccountingHear about Megan and Shivang's early roles in audit and accounting, including the challenges they encountered, and how those experiences prepared them for their future careers.Adapting to New OpportunitiesUnderstand the learning curve Shivang and Megan faced when transitioning out of accounting, and how they leveraged their expertise to excel in new roles.Life at FloQastLearn how Megan and Shivang grew within FloQast, building out teams, innovating processes, and taking on leadership roles to help drive the company's success.The Role of Technology in AccountingExplore how FloQast's Accounting Transformation Platform and AI tools are automating tedious tasks, enabling accountants to focus on impactful work, and fostering innovation within their organizations.Addressing the Accounting Talent GapDelve into the growing shortage of accountants and how FloQast empowers teams to do more with fewer resources while reducing burnout and supporting career development.Future-Forward Thinking for AccountantsGain insights into FloQast's vision for how technology will continue to shape accounting and how accountants can evolve to take on more strategic and fulfilling roles.

What if I told you there's a hidden factor behind why some days feel productive while others feel like a constant battle? It's not time management strategies or fancy apps—it's your emotions. Think about it—have you ever felt scattered, struggling to focus, only to realize later it was because of stress? Or felt guilty about work-life balance, and that guilt kept distracting you? These emotions steal our time and energy without us even noticing. If we want to get more done in less time, we have to acknowledge the role emotions play. Time management tools are great, but they don't stand a chance if we're weighed down by stress. This week, I'm going to discuss how unproductive emotions sabotage productivity and how to take control of unproductive emotions and get more done in less time. You can read the full show notes HERE

Welcome to another insightful episode of the Building the Premier Accounting Firm podcast. Join host Roger Knecht as he chats with Karen Reyburn about her journey from a qualified accountant to founding a creative agency dedicated to revolutionizing how accountants market their services. Karen shares her insights on overcoming the unique challenges accountants face when marketing their services, including the challenges of embracing more creative strategies, given the structured nature of their profession. Main Themes: Transition to Creativity: Karen discusses her shift from accounting to creative marketing, aiming to help accountants effectively promote their services. Defining USPs: The episode highlights the importance of identifying unique selling points and understanding target audiences to foster genuine connections with potential clients. Marketing & Whiskey Production Analogy: Marketing is likened to whiskey production, both requiring patience and strategic planning for sustained success. Consistent Branding Efforts: Karen emphasizes the need for continuous marketing efforts to build a recognizable and trustworthy brand. Understanding Client Needs: Effective engagement stems from a deep understanding of client requirements. Managing Expectations: The discussion covers the necessity of transparency and balancing tried-and-true methods with innovative strategies. Nurturing Leads: Tips on using online funnels and email campaigns to cultivate potential clients. Mental and Emotional Challenges: Acknowledging the mental and emotional hurdles accountants face, impacting their marketing effectiveness, and encouraging support during tough times. Balancing Long-Term and Quick Solutions: The whiskey and gin analogy illustrates the need for both long-term strategies and quick solutions in marketing efforts. Resources & Engagement: Courses & Books: Explore a marketing strategies course and recommended readings like “The Account Marketer” and “Your Strategic Accountant.” Further Learning Opportunities: Listeners are invited to delve into a podcast focused on building an accounting firm and to attend the GrowCon conference for networking and expert insights. Tune in for a captivating discussion on merging the worlds of accounting and creative marketing, filled with practical advice to help you build the premier accounting firm in your area. Thank you for joining us for this episode of Building the Premier Accounting Firm. For more information on how you can elevate your firm's marketing, connect with Universal Accounting Center's team at 435-344-2060, or schedule a time to discuss your future here.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Karen is kind enough to offer us the DIY Accountant Marketer video course which is now available and there is an introductory offer to have access to the recordings, workbook, and all other resources. https://wearepf.com/diy-accountant-marketer-course/ & receive a copy of her book as well. OR, just get a copy of her book, The Accountant Marketer: https://karenlreyburn.com/the-accountant-marketer/    Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Have you ever walked away from a conversation with someone and felt this weird mix of guilt, frustration, or even self-doubt, but you couldn't quite put your finger on why? Maybe it was something subtle, like a comment that left you wondering if you've somehow let them down.  Or maybe they just hinted that you should be doing something differently, and suddenly, you're questioning yourself. I think we've all been there – those moments when someone's words stick with us in a way that doesn't feel good but feels hard to shake off.  That's what emotional manipulation can feel like. It's sneaky, and most of us don't realize what's happening until we've been pulled into it. This week, I'm going to discuss the hidden problem of emotional manipulation, taking back control and setting boundaries, and practical ways to strengthen your boundaries. You can read the full show notes HERE

Following on from Dan's segment on ‘Rachel from Accountants' in Podcast 1078 he dives a bit deeper into why the UK Bond situation is such a mess and why Labour have no good options left. Watch the full premium video: https://www.lotuseaters.com/premium-brokenomics-or-uk-bond-crisis-21-01-25

The autistic experience of eccentric behaviour Hosted on Acast. See acast.com/privacy for more information.

This week we're breaking down “The Accountants” Webisodes! During the run of “The Office”, some of the Dunder Mifflin cast made short videos for NBC.com and this included the award-winning 10 episode series “The Accountants” that starred Oscar Nuñez, Brian Baumgartner and our very own Angela Kinsey! The accountants detect an accounting error and must figure out who embezzled $3,000. Jenna points out how these webisodes were the catalyst to streaming content, Angela talks about winning an Emmy and Webby for this series and the ladies point out some never-before-seen areas in the office. So don't let Kevin steal your coat and sell it on ebay! Instead, enjoy this episode. Watch “The Accountants” webisodes HERE  Submit your Question and/or Fan Theory about the Scranton Strangler HERE Check out Office Ladies Merch at Podswag: https://www.podswag.com/collections/office-ladies  Office Ladies Website - Submit a fan question: https://officeladies.com/submitaquestion  Follow Us on Instagram: OfficeLadiesPod To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices