Podcasts about accountants

Śrīla Prabhupāda once said something that stuck in my mind. He said, “You have to cheat death before death cheats you.” And for those who are financial accountants (I don't know if there are any other kinds, I guess there are).we know the tax codes. Generally speaking, rich people don't have anything. If you look at their financials, you'll see they look like they don't own anything. They fly in jets that are not theirs. They live in an apartment that is not theirs. They have a huge fund of money, but that belongs to the company. “They don't have anything.” So, how much tax do they pay, Accountants? Zero! Because they don't have anything. This is the idea of Kṛṣṇa consciousness, in one sense also: I don't have anything. It's all Kṛṣṇa's. And whatever I hold on to will be taken, and then I'm cheated by the process of material nature, but if I preemptively donate it all to Kṛṣṇa, whatever I have, it all belongs to Kṛṣṇa. Bhaktivinoda Ṭhākura talks about this: "manasa deho geho jo kichu mor." He is saying, "All this stuff—house, what else does he name? My mind, my family—donated. It all belongs to Kṛṣṇa." Then that's reality, and one is situated properly. Bhaktivinoda is also saying, "jīv kṛṣṇa dās e biśvas korle to ār duḥkha nai." If you want to be free from unhappinéss, then just preemptively sign everything off to Kṛṣṇa. Say, "it all belongs to Kṛṣṇa, and I'm just a servant. I just work here, but nothing is mine." (excerpt from the talk) ------------------------------------------------------------ To connect with His Grace Vaiśeṣika Dāsa, please visit https://www.fanthespark.com/next-steps/ask-vaisesika-dasa/ ------------------------------------------------------------ Add to your wisdom literature collection: https://iskconsv.com/book-store/ https://www.bbtacademic.com/books/ https://thefourquestionsbook.com/ ------------------------------------------------------------ Join us live on Facebook: https://www.facebook.com/FanTheSpark/ Podcasts: https://podcasts.apple.com/us/podcast/sound-bhakti/id1132423868 For the latest videos, subscribe https://www.youtube.com/@FanTheSpark For the latest in SoundCloud: https://soundcloud.com/fan-the-spark ------------------------------------------------------------ #preemptivegiving #spiritualawakening #soul #spiritualexperience #spiritualpurposeoflife #spiritualgrowthlessons #secretsofspirituality #vaisesikaprabhu #vaisesikadasa #vaisesikaprabhulectures #spirituality #bhaktiyoga #krishna #spiritualpurposeoflife #krishnaspirituality #spiritualusachannel #whybhaktiisimportant #whyspiritualityisimportant #vaisesika #spiritualconnection #thepowerofspiritualstudy #selfrealization #spirituallectures #spiritualstudy #spiritualquestions #spiritualquestionsanswered #trendingspiritualtopics #fanthespark #spiritualpowerofmeditation #spiritualteachersonyoutube #spiritualhabits #spiritualclarity #bhagavadgita #srimadbhagavatam #spiritualbeings #kttvg #keepthetranscendentalvibrationgoing #spiritualpurpose

As regulations get more complex, accounting firms are teaming up with brokerages to give their clients better financial outcomes. Tune in to this episode of Accountants Daily Insider to hear from Tom and Ben Hawley, founders of Azura Financial, to find out how brokers and accountants can create strategic relationships to help clients and drive further business. Tune in to hear more about: Why should there be strategic collaboration between the broking and accounting professions? How accountants can lean on, and leverage, brokers. Differences in finances that accountants and brokers need to be aware of. The outlook of the accountant-broker relationship over the next five years.

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don't just take our word for it. Learn more about our client success stories and how we've guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life's most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale, and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don't just take our word for it. Learn more about our client success stories and how we've guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life's most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale, and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don't just take our word for it. Learn more about our client success stories and how we've guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life's most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale, and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don't just take our word for it. Learn more about our client success stories and how we've guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life's most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale, and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

What if you could turn referrals into a predictable, repeatable system instead of relying on luck? In this episode, we explore how to win more high-quality clients through smart, structured referral marketing. Discover the best times to ask for referrals — and how to make it effortless for clients to say yes. We'll show you how to create a service that's so valuable, your clients can't help but talk about it. Plus, learn how ChatGPT can help you craft powerful referral emails, forms, and scripts that actually work. Imagine having happy clients who send you more happy clients — all while saving you time and energy. Tune in now and find out how to make referrals easy, enjoyable, and part of your everyday system. The latest episode of the Value Pricing Podcast is now available: Referrals Made Easy for Bookkeepers and Accountants with ChatGPT In today's episode you will learn: How to build simple systems that generate consistent referrals.The best times to ask clients for introductions.Ways to make your service truly worth referring.How to collect powerful feedback and success stories.Smart ways to use ChatGPT to automate referral requests.Tips to make asking for referrals natural, not awkward. Don't miss out on this episode packed with practical strategies, real examples, and AI-powered tips to help you attract more dream clients through effortless referrals. Listen now! 

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don't just take our word for it. Learn more about our client success stories and how we've guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life's most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale, and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don't just take our word for it. Learn more about our client success stories and how we've guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life's most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

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My first jobs were in restaurants washing dishes and busing tables.  I would go on to do other jobs in restaurants, including cooking, waiting on tables, hosting on occasion. I think working in restaurants is a great first job because it teaches you to deal with people, and work in collaboration with different functions. So no matter what you do in a restaurant, it is a great experience to prepare for life. While I for sure was ‘cooking,' I wouldn't call myself a “cook.” And definitely wouldn't consider myself being a “chef.” I was just a person following instructions and performing it in a way that was consistent with expectations. I was told how to prepare something, and I followed those instructions. I know that not everyone can accomplish that, but I don't consider it a great mark of distinction. Being able to successfully combine ingredients in a way that is proscribed is another one of those life lessons that can be applied in a lot of areas. Including organizational leadership.Organizations after all  are just assemblies of ingredients. There are proscribed ways of putting these organizational ingredients together. Accountants go in the accounting department. Sales people in sales. Marketers in marketing. Etc. And these people sit in the same areas as each other, and they do the work that is related to their areas. And on it goes. That doesn't take a lot of visionary ability. It typically is the way it goes in all organizations. Now if you think of the ingredients right now in your kitchen, there are the staples that you typically rely on and use. You are comfortable with them and know how to deploy them. There are also those things that are seldom used, and you even forget you have. I'm thinking here of the spices I have that I forgot I have and never get included. There also is the stuff in the shelves and freezer that got buried, or maybe I got to use once. So lots of ingredients with no clear idea of what to do with them. There used to be a show with Chef Alton Brown where he would just go into someone's house and make a meal with what was there. That's talent.On today's episode, we welcome someone who knows about putting things together, something about how leaders use ingredients, and something about food. Dr. James Shin got his PhD from Penn State in Industrial Engineering, writing a dissertation that looks at (in part) simplicity versus complexity in the design process. Part of what he learned is that if we minimize the problems from the start, they can become more manageable, allowing us to make more progress. Rather than go the academic route, he went into industry given his interest in applying knowledge to practical problems. Working in a global organization, he also learned how approaches used by different cultures may work in that particular culture, but may not work as well in other cultures and contexts. Another thing he learned from his global work is that middle management is typically overstressed and underappreciated no matter where in the world they are located. We talk about his new book “The Leader's Soul: 52 Reflections for Unlocking Your Inner Leader.” In it, he looks at his own upbringing in South Korea, moving to the US as part of his PhD completion, his journey through corporate America, and his return to Asia in capacities that included speaking at universities. We also talk about his company Blue Koi, and how the koi fish symbolizes growth. However, as he shares, the best kind of sustainable growth occurs not necessarily through focusing on rapid achievement, but through pacing ourselves in our efforts and life. He also reflects on the importance of nuance, and how he had to break from the black and white thinking that can be more prominent in engineering and how humans need to be factored into design. And there was some conversation about preparing food, and the importance of not just using the right ingredients, but using the ingredients you have in creative ways.Blue Koi: https://www.bluekoiglobal.com/James Shin: https://www.linkedin.com/in/james-j-shin/"The Leader's Soul": https://www.amazon.com/Leaders-Soul-James-Shin/dp/1963701534

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don't just take our word for it. Learn more about our client success stories and how we've guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life's most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

Artificial intelligence is the topic the entire accounting industry can't get enough of, with it likely to impact every aspect of the profession. On this insightful episode of the Accountants Daily Insider, ISACA director of event content development, Paul Phillips, joins all the way from the US to share professional expertise and advice about how ISACA is revolutionising the audit profession alongside AI. More Australian auditors can now pursue the world's first and only audit-specific artificial intelligence certification, with ISACA expanding eligibility for its ISACA Advanced in AI Audit (AAIA) certification to include CPAs and FCPAs from CPA Australia. Built on ISACA's trusted expertise in IT audit and the rigorous standards behind these renowned credentials, AAIA validates expertise in conducting AI-focused audits, addressing AI integration challenges and enhancing audit processes through AI-driven insights. The credential covers the key domains of AI governance and risk, AI operations, and AI auditing tools and techniques. Phillips shares this and more in the latest episode of The Accountants Daily Insider. Tune in!

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don't just take our word for it. Learn more about our client success stories and how we've guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life's most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale, and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don't just take our word for it. Learn more about our client success stories and how we've guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life's most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

Artificial intelligence is transforming accounting but not always for the better. Rob Brown explores real-world AI controversies that have shaken trust in the profession. From Deloitte's fabricated government report and Google Bard's false scandals to Xero's chatbot misfires these stories reveal the danger of blind automation.You will learn how to audit your AI use verify data and lead with transparency in an age where machines make confident mistakes.Key Takeaways- AI can create confident mistakes that destroy credibility- Big Four firms have already learned costly lessons- Vendors are still testing AI in public- Every firm needs clear AI policies and human review- Transparency and judgment are non-negotiable for trustCome and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voicesThe Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format - https://www.youtube.com/@accountingvoicesRob 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/therobbrownIf 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.

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don't just take our word for it. Learn more about our client success stories and how we've guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life's most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don't just take our word for it. Learn more about our client success stories and how we've guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life's most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

Keep your own voice in charge.Accounting InfluencersWith Rob BrownIn the race to stay relevant in accounting, artificial intelligence has emerged as both a powerful accelerator and a quiet threat. In this episode of the Accounting Influencers podcast, the conversation dives deep into how accountants can harness AI to amplify their visibility and credibility—without losing their authenticity.AI tools like ChatGPT, Copilot, and Jasper have made it easier than ever for professionals to create content that showcases their expertise. Need a LinkedIn post, a client email, or a blog idea? You can generate it in seconds. But speed comes with a price. The danger, as host Rob Brown notes, is mistaking efficiency for originality. MORE Accounting Influencers with Rob Brown “AI is fast. AI is smart. But AI has no soul,” says Brown. “It's never sat with a client in crisis or led a team through busy season. It hasn't lived your story.”The temptation to let AI speak for you is understandable. Accountants are busy, and content creation can feel daunting. Yet, when AI-generated posts sound polished but generic, professionals risk blending into the background. The very tool designed to help them stand out could make them indistinguishable.

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don't just take our word for it. Learn more about our client success stories and how we've guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life's most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale, and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunities. Learn More

Most firm owners try to “fix the business” without ever fixing the real ceiling that's holding them back. The result? Burnout, endless busyness, and a business that feels more like a cage than freedom.In this episode of The Wize Way Podcast, Gay Hendricks, best-selling author of The Big Leap, shares powerful insights on:✅ The Upper Limit Problem that keeps even successful people stuck✅ How stored emotions and limiting beliefs sabotage growth✅ What life looks like inside your Genius Zone (and why most never get there)✅ The simple daily commitment that can unlock extraordinary resultsIf you're ready to stop hitting invisible ceilings and start operating in your zone of genius, this conversation 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. 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 3. 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 4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don't just take our word for it. Learn more about our client success stories and how we've guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life's most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale, and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunities. Learn More

A pressing question that every firm, every leader, every manager, should ask themselves is:  how do you build long-standing trust with your clients and with your team? In this podcast with Elinor Perry of Pentlands, you'll hear Elinor unpack 20 years of experience of running her firm – from when she bought in to the business to the garden party with 130 customers on a lawn wishing her every success for the next stage of Pentlands. How do you build that level of trust? Elinor shares her thoughts around establishing clear expectations and setting the standard early – how do you get going early with new prospects, so that it creates a foundation of trust that results in recommendations and results in clients paying fees of £6,000 a year or £20,000 a year or more, without any audit involved? This is one of those rare podcasts where you get someone's life experience of running a practice in an hour. Clearly, we've not unpacked everything, but it's well worth diving in to see what it takes to establish a business where the team trusts you, where the clients trust you, where the community trusts you, and where you enjoy life as a practice leader. I hope you enjoy this podcast with Elinor as much as I did. Head to your favourite podcast platform or go to humanisethenumbers.online.Please scroll down the podcast's episode page for the contact information for Elinor and for the additional, downloadable resources mentioned in the podcast.

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don't just take our word for it. Learn more about our client success stories and how we've guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life's most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale, and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunities. Learn More

In this episode of Accounting Voices, Rob Brown discusses the transformative impact of artificial intelligence (AI) on the accounting profession. He emphasizes that AI is not a threat to jobs but rather to specific tasks, urging professionals to adapt and embrace AI to remain relevant. The conversation covers the slow adoption of AI in accounting firms, the implications for workforce dynamics, and the necessity for leadership to engage with AI strategically. Brown also provides practical steps for accountants to integrate AI into their work and enhance their careers.Takeaways - AI is changing how accounting firms operate and compete.Professionals who master AI will thrive in the future.Most accounting firms are slow to adopt AI technologies.Early adopters of AI in accounting are seeing significant benefits.AI can free up time for accountants to focus on advisory roles.The big four accounting firms are heavily investing in AI.AI is reshaping entry-level roles in accounting.Human judgment remains a critical advantage over AI.Leadership must engage with AI as a core issue.Accountants should experiment with AI and upskill regularly.You can watch this on YouTube here: https://youtu.be/doI88u39LYMCome and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format. https://www.youtube.com/@accountingvoicesRob 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/therobbrownIf 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.

Time is one thing we don't get more of. We'll discuss our favorite essential tech tools and strategies that help accountants streamline tasks, boost productivity, and reclaim valuable time each day.QB 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 the replay and other links mentioned during the webianr here: http://www.qbpowerhour.com/10-14-25-time-saving-tech-solutions-for-accountants Watch 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 Housekeeping00:23 Earning Continuing Professional Education Credit01:30 Technical Difficulties and Casual Banter02:10 Welcome to QB Power Hour02:14 Time-Saving Tech Solutions for Accountants02:39 Meet the Hosts: Dan and Sharrin04:31 CPE and Resources Information05:22 Intuit Enterprise Suite Update15:39 The Eisenhower Matrix and Time Management20:31 Cloning and Conquering: Automation and AI25:32 Centra: AI Employees for Efficiency34:39 Inbox Zero Methodology35:25 Feedback on Email System Integration37:03 Google Workspace Backup Tips37:39 Automated Email Drafting and Customization43:29 Scribe for Workflow Documentation48:07 Motion: The Ultimate Productivity Tool54:25 Anchor: Proposal to Payment Automation59:50 Closing Remarks and Upcoming Events

The impact of US Tariffs on our economy is likely to be the most consequential economic policy of the Trump Administration. Only now are we beginning to see what tariffs will mean in our daily lives. (see: https://www.congress.gov/crs-product/IF11030, if you don't believe tariffs are taxes)

This week on Under the Hood, Imogen is joined by the podcast legends themselves, Tim Garth and Dan Osborne, aka Two Drunk Accountants. Tim and Dan share their own business story, their perspective of AI, and the wins and challenges associated with running a small business. Tune in to hear more: How the Two Drunk Accountants came to be. How Tim and Dan feel towards AI. Expectations of where the accounting industry is headed. Xerocon product announcement recaps. A ‘cheers' or two. If you would like to contact Imogen and the Accountants Daily team, you can reach her at imogen.wilson@momentummedia.com.au.

The impact of US Tariffs on our economy is likely to be the most consequential economic policy of the Trump Administration. Only now are we beginning to see what tariffs will mean in our daily lives. (see: https://www.congress.gov/crs-product/IF11030, if you don't believe tariffs are taxes)

The impact of US Tariffs on our economy is likely to be the most consequential economic policy of the Trump Administration. Only now are we beginning to see what tariffs will mean in our daily lives. (see: https://www.congress.gov/crs-product/IF11030, if you don't believe tariffs are taxes)

In this episode of The CPA MOMS Podcast, Nicole Kehl and Mayumi Young introduce a framework that every CPA mom should know: the Four F's — Financial, Fitness, Firm, and Family. Mayumi walks listeners through a reflective self-assessment to help identify which areas of life are thriving and which may need attention. Whether you're building a business or balancing motherhood, this episode invites you to define success on your own terms and take the first step toward holistic growth. Enjoyed this episode? Join a network of like-minded women at http://cpamoms.com/start and get the support you need to build the practice you want.

The impact of US Tariffs on our economy is likely to be the most consequential economic policy of the Trump Administration. Only now are we beginning to see what tariffs will mean in our daily lives. (see: https://www.congress.gov/crs-product/IF11030, if you don't believe tariffs are taxes)

Funnels are dead. And in this episode of The Growth Minded Accountant, host Lee Reams II and guest Rebekah Barton explain why the old lead-generation playbook no longer works—and what accountants must do instead.For years, firms were told to rely on funnels: fill the top with ads and PDFs, nurture with email, and push leads down until they buy. But in Fall 2025, that's not how clients make decisions.Clients now:Google you, check Yelp, scroll LinkedIn, and DM a friend.Ask ChatGPT who the best advisor is (and trust the recommendation).Get their answers directly from Google's AI Overviews, often without ever clicking a website.The result? Funnels don't just leak—they're broken.In their place comes the Narrative Ecosystem: a consistent story told across every touchpoint—your website, Google profile, proposals, onboarding, and even your newsletters. It's the only way to win in a world where AI is deciding what people see and who they trust.In this episode, you'll learn:Why traditional funnels no longer match today's discovery process.How Google's AI-first SERPs and ChatGPT's dominance are reshaping trust.What a Narrative Ecosystem looks like in practice for accountants and advisory firms.How AI can amplify your narrative across every client interaction.Practical steps to move from funnel-thinking to ecosystem growth.

Financial professionals are used to numbers, deadlines, and compliance but not always storytelling. The thing is, stories are the bridge to trust, and trust is one of your biggest marketing assets.   In this episode, I break down:   Why stories help financial pros connect with potential clients How to avoid confusing your audience with financial jargon A simple framework for pulling stories out of your everyday life An example of a story that landed with a client (and saved them $18k!) How to repurpose one story into multiple pieces of content   Whether you're a CPA, CFO, or financial advisor, this episode will show you how to bring more humanity into your marketing without it feeling overwhelming. Resources Mentioned: Storytelling Guide:  The Storytelling Guide for Accountants, CPAs & CFOs   Book a Free Call: www.beesimplified.com Let's Connect: LinkedIn: http://www.linkedin.com/inbiancamarissasmith Instagram: http://www.instagram.com/beesimplified

Welcome to another episode of The Growth-Minded Accountant Podcast, hosted by Lee Reams and Rebekah Barton. This week we're tackling one of the most urgent challenges facing accounting firms in 2025: the hidden cost of delaying AI adoption.What You'll Learn in This EpisodeThe invisible tax of doing nothing: why waiting on AI is costing you revenue, hours, and growth.AI search visibility: how platforms like ChatGPT and Perplexity are changing client discovery — and what happens if your firm isn't included.Productivity gaps: real-world examples of firms reclaiming hundreds of hours with AI for proposals, engagement letters, tax research, and client communications.Talent and retention: why Gen Z expects AI-ready firms, and how delaying adoption leads to burnout and turnover.Lessons from AI missteps: what we can learn from Bench and ScaleFactor's collapse, and how to adopt AI responsibly.Where to start today: practical, low-lift AI applications to unlock ROI immediately.Key Takeaways“AI doesn't replace people — it protects them from burnout.”“If you're not in AI search, you don't exist.”“The most expensive option isn't adopting AI. It's waiting.”

This week on Laughing Liberally Milwaukee, host Matthew Filipowicz is joined by Tim Grimes, Bob Rok and Zach Zajac, otherwise known as the sketch comedy troupe the Accountants of Homeland Security, to discuss the Jimmy Kimmel situation, Donald Trump's assault on comedy and free speech, and their upcoming show, Billionaires In Space.Laughing Liberally Milwaukee's next live show is Saturday October 4th, 2025 at 8:00 pm at CSZ Milwaukee – 420 South 1st Street, Milwaukee. For details visit laughingliberallymke.com

In this interview, CPA and firm owner Cindy Halbert shares how she adapted from manual ledgers to modern-day client portals.  Cindy gets real about her path from burnout to business ownership, the challenge of embracing new technology, and the mindset shifts that made all the difference. Enjoyed this episode? Join a network of like-minded women at http://cpamoms.com/start and get the support you need to build the practice you want.

Most accountants think growth = more leads. More ads. More SEO. More hustle.But if you're losing 15 out of every 100 clients each year? You're not growing—you're standing still.Retention is your moat. It's what protects your firm when AI search punishes cookie-cutter sites, when clients tune out generic newsletters, and when compliance-only firms get commoditized.In this episode of The Growth Minded Accountant, Lee Reams II and Rebekah Barton (Chief Visibility Officer at CountingWorks PRO) dig into why retention marketing is your highest ROI play in 2025 and beyond:Retention is 5× cheaper than acquisition (Harvard Business Review)A 5% lift in retention boosts profits by 25–95% (DemandSage)75% of clients want more advisory services—not just tax prep (Thomson Reuters)The real math of churn: how many new clients you need just to break evenPractical strategies: client health scoring, quarterly check-ins, segmented newsletters, win-back campaigns, dashboards, loyalty tiers, and more

Bookkeepers and Accountants.I don't hate them, they are important & necessary. However, there's a problem with them. For most tradies and builders, they are the people you go to for advice, particularly advice about your money. But the truth is, they are not very good at that .Both bookkeepers and accountants have a focus on compliance & saving - saving money, saving cost or saving tax. Bookkeepers tend to be mostly concerned with making sure your accounts are compliant with the law so you don't get in trouble. They want you to lodge your BAS or GST correctly, pay people correctly, and don't overpay your GST. Accountants care about tax; making sure you don't pay too much, don't do something that's not allowed and then get in trouble, and they care about your business structure & protecting your assets. Those are good things .The problems come when they are your main/only source of advice and guidance in the area of money and the finances of your business. Because there's more to it than that.--------------------------------------Get the Bookkeeping Guide for Trades and Builders here: https://www.smallfish.com.au/tradies/bookkeeping-guide-for-trades-and-builders-2/If you want more money (profit), more time (off work), and more freedom (from work, stress, responsibility) book a Money Call: smallfish.com.au/tradies/money-call/FOLLOW US AT:Facebook: https://www.facebook.com/smallfishcoach/Twitter: https://twitter.com/smallfishcoachInstagram: https://www.instagram.com/smallfishbusinesscoach/YouTube channel: https://www.youtube.com/c/smallfishau

For today's episode, I sit down with Lauree for a budget coaching call to help her set up a pay period budget. Lauree is an accountant who manages numbers for a living but has struggled to feel in control of her own finances. If you've ever felt embarrassed that money management should be easier for you than it is, you'll resonate with Lauree's story.If you'd like to watch the full coaching call and see me build Lauree's budget, check out the extended video call of this episode on the Debt Free Mom YouTube Channel.Together, we walk through:Why personal budgeting feels different (and harder) than professional accountingHow to map out income and expenses by pay period for a clearer picture of cash flowSetting realistic goals for an emergency fund before tackling debtThe role of buffers and sinking funds to make your budget sustainableWhy deficits in certain pay periods don't mean you're “bad with money”By the end of the call, Lauree has a customized spreadsheet budget that aligns with her income schedule, covers her family's needs, and sets her on the path toward building a starter $4,000 emergency fund and paying down high-interest debt.If you've ever downloaded an app, felt overwhelmed, and thought, “Why is this so hard for me?”, this episode will encourage you that you're not alone, and you'll walk away with practical steps to make your budget work in real life.Want to have a budget by pay period built for you (either by email or on a coaching call like this video!), use code YOUTUBE20 for $20 off any custom budget! www.debtfreemom.co/custom Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Joining UTH this week is My Accounts managing partner, Noel Tiufino, to chat about all things business, technology, guided strategy and human leadership. With multiple laughs along the way, Noel shares his insights into what it means to stay ahead of the curve. Tune in to hear more about: Noel's career path and how it led him to where he is today. Noel's thoughts and feelings about the rapid technology transition. Projects Noel is working towards, plus some upcoming events. Why human leadership is the key characteristic all businesses must keep intact. How My Accounts has adapted to the evolving landscape. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

In this episode, we sit down with Brian J. Fishback, Director at Red Stone Equity Partners, to explore how alternative investments are shaping the future of affordable housing. Brian breaks down Red Stone's $12 billion track record in real estate investment management, the company's growing focus on preservation housing, and why affordable housing remains one of the biggest challenges in today's market.He also shares his personal journey — from a collegiate soccer career and public accounting to leading investment strategies at Red Stone — offering unique insights into career development, teamwork, and the value of strong mentorship. Along the way, Brian reflects on the role of opportunity zones, the impact of rising housing costs, and how private capital can serve the public good.Whether you're interested in real estate careers, affordable housing policy, or the evolving landscape of alternative investments, this conversation delivers actionable takeaways and inspiration.Chapters:(01:33) – Red Stone Equity Partners Overview(04:12) – Affordable Housing & Preservation Strategies(06:59) – Career Path & Skills for Success(09:38) – Accountants in Real Estate Careers(12:33) – Transitioning from Public Accounting to Red Stone(15:17) – Opportunity Zones & Investment Potential(17:56) – Teamwork and Mentorship in Professional Growth(20:48) – Growth & Future of Red Stone(23:44) – Personal Insights & Recommendations(26:16) – Memorable Deals & Entrepreneurial Spirit(29:12) – Final Thoughts & Closing RemarksLinksYouTube: https://youtu.be/BnlA3rM5RgYSpotify: https://bit.ly/4oUQ62rApple Podcasts: https://apple.co/3I3nkG9Web: https://www.jacksonlucas.com/podcast/brian-fishback

n Episode 5 of this 6-part series, Rob Brown shows how accountants can turn technology from a threat into an ally. With AI automating compliance, the winners will be those who harness tech to automate, analyse and advise.Rob shares stats on firm growth, real-world examples and a 5-step action plan to start making tech your ally today.This series is not about firms. It is about you — your visibility, your relevance and your survival.Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training.*Key Takeaways*Firms using advisory tech grow 30% faster (Fathom HQ)Tech automates compliance but empowers advisoryAutomate, analyse, advise: the 3-step modelTools: dashboards, forecasting, AI-driven insightsClients want answers, not dataEpisode 5 of 6: The Accountant's Survival Guide*Killer Quotes*“Tech will either replace you or empower you”“Clients don't want data. They want answers”“Automate, analyse, advise — that is the model”“Tech is your new staff member”“Accountants who resist tech will be left behind”Want help becoming more visible and authoritative? Explore Rob Brown's Personal Brand Interview service.The Accounting Voices Podcast 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/7RWouB3HAXo?si=OuxJhdQd7vQNtqQQ◣━━━━━━━━━━━━━━━━━━━━◢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.

Show Summary: In this episode, we explore the future of accounting in the age of AI and what firms need to do to stay ahead. From the growing risk of transactional work becoming undervalued to the reality that software providers like Intuit and Xero won't be protecting accountants, the conversation gets straight to the point: AI won't replace accountants—but accountants who use AI will replace those who don't. We dive into why effective staff training and leadership are critical, and how firms can unlock big advantages by building their own micro tools and AI agents. Whether you're concerned about disruption or excited about innovation, this episode offers a clear roadmap for embracing AI and future-proofing your practice. LinkedIn:https://www.linkedin.com/in/petermccarroll/   Corporate Partner:Bill.com - https://www.bill.com/grow Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

This week on Under the Hood, Imogen invites colleague and fellow accounting journalist, Emma Partis, onto the podcast to delve into the ins and outs of Accounting Times. Emma shares the core difference between the two titles and details what makes her day in the accounting news world. Tune in to hear more about: Key differences between Accountants Daily and Accounting Times. Overarching themes and topics Emma is reporting on frequently. An insight into what she looks for, what topics she enjoys and where she goes to when she needs professional insight. Imogen's summary into what Accountants Daily has been reporting on recently. Xerocon recap! What both Imogen and Emma have learnt during their time in the accounting news space. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

Send us a textWe walk through our sequence for retirement contributions! Here's how we invest our money as accountants!• Start with any employer matching funds available - it's free money and an immediate 100% return• Max out a Roth IRA if eligible ($7,000 limit for 2025, $8,000 if over 50)• Aim to save 15% of income for retirement (12-20% range is generally recommended)• Business owners should consider a Solo 401(k) rather than SEP IRA when operating as an S-corp• Solo 401(k)s allow both employee contributions (up to $23-24k) and employer contributions (25% of salary)• Once all tax-advantaged accounts are maxed, use a taxable brokerage account for additional savings• Coordinate retirement planning between your CPA and financial advisor, especially when changing salary levelsEmail us at carson@sansconcierge.net for accounting help or to schedule a monthly accounting call where we can help with bookkeeping, tax planning, and business decisions.Support the showCreate a STAN Store - Click here to try it out!Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!Shop our business guides!Our Instagram PageOur family page

Referrals aren't what they used to be. Clients don't just ask a friend anymore—they ask ChatGPT. And if your firm doesn't show up with credibility, reviews, and content that AI can cite… you're invisible.In this episode of The Growth Minded Accountant, host Lee Reams II and guest Rebekah Barton share the Modern SEO + GEO Playbook for Accountants. You'll discover how to build a digital presence that passes the AI visibility test, converts digital referrals, and proves your authority before prospects ever call.What you'll learn in this episode:How AI tools like ChatGPT, Google SGE, and Perplexity decide which firms to citeWhy FAQ schema and local blogs are must-haves for visibilityThe role reviews play in building trust with AI (and humans)A real example of how consumers use ChatGPT to research referralsThe checklist for a “fully optimized” firm in 2025 and beyondDon't get left behind as search goes conversational. Tune in and future-proof your firm's discoverability.

On this episode of the Woodard Report podcast, Heather speaks with Byron Patrick about how AI is reshaping accounting education, professional development, and even everyday problem-solving. Byron shares insights from co-founding TB Academy, which offers hands-on courses in AI foundations and case studies for accountants, and highlights favorite AI tools like Gamma.app and Google's Notebook LM. About Byron PatrickByron K. Patrick, CPA, is an innovator who thrives at the intersection of accounting and technology. Rejecting traditional accounting roles early on, Byron founded Simplified Innovations, an IT firm built specifically for CPAs. He expanded his impact at Botkeeper, leading the charge in adopting AI to revolutionize bookkeeping. And moved on to transform how accounting firms handle quality assurance through automated technology as CEO of VERIFYiQ. For decades, Byron has been a respected national speaker and writer, translating complex accounting technology topics into practical guidance. As co-founder of TB Academy, Byron equips accountants with generative AI skills, empowering them to become tech-enabled industry leaders. He frequently shares his insights nationwide, making advanced technology approachable and practical for finance professionals. Outside the accounting-tech scene, Byron lives on a horse farm, balancing family, dogs, horses, and a passion for helping accountants redefine their profession. Learn more about Byron at: TB Academy LinkedIn X (formerly Twitter) Instagram Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com. Learn more about the show and our sponsors at Woodard.com/podcast

Topics include:  Key DC updates   AI, tech and transformation trends in accounting  Technical updates    Speakers:   Erik Asgeirsson, President & CEO, CPA.com  Mark Koziel, President & CEO, AICPA  Lisa Simpson, VP, Firm Services, AICPA  Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA  Sarah Ference, Risk Control Director, Accountants, CNA Insurance  Nicole Graham, Risk Consultant, Aon