Podcasts about accountants

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Latest podcast episodes about accountants

Cloud Accounting Podcast
Intuit's $100m/yr OpenAI Deal & How Tech Companies Juice Profits

Cloud Accounting Podcast

Play Episode Listen Later Nov 22, 2025 60:43


Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (00:49) - Blake's Illness and Recovery (02:05) - Upcoming Topics (04:06) - Cost Segregation Explained (06:46) - AI in Cost Segregation (11:15) - AI's Current Capabilities and Limitations (19:10) - Intuit's OpenAI Deal (22:01) - Intuit's Strategy and Industry Implications (30:12) - Michael Burry's New Bet Against AI (31:21) - Depreciation and AI Companies (39:15) - Rippling vs. Deel: Corporate Espionage (42:44) - New Jersey's Alternative Pathways Bill (44:39) - AI's Role in Tax and Investing Advice (47:37) - Defining Audit Quality: PCOB's New Initiative (51:56) - FASB's Costly Lease Standard (56:13) - Ancient Accounting Systems in Peru (58:45) - Conclusion and Viewer Interaction  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want 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

The Wize Guys
Episode 180: The Most Dangerous Myth Accountants Believe About AI

The Wize Guys

Play Episode Listen Later Nov 20, 2025 29:47 Transcription Available


Most firm owners hear the noise about AI and panic. They're told their jobs are disappearing and the industry is on borrowed time. But the reality is simpler: AI isn't replacing accountants,  it's reshaping how firms think, make decisions, and deliver value.In this episode, Brenton Ward and Thomas Phabmixay break down what AI actually does in a firm, why it's more “translation engine” than threat, and how it can scale judgement, not just automate tasks. Thomas shares how he uses AI inside his own practice to analyse work, improve communication, and speed up decision-making and why the biggest wins come when AI is woven into workflows so the team barely notices it's there.You'll learn:✅ Why “AI will replace accountants” is a myth that's been repeated for decades✅ How AI turns financial and client data into instant insight✅ Where AI creates real leverage in a firm's workflow✅ Practical ways firms can use AI today without building custom tools✅ Why critical thinking matters more than ever in an AI-enabled worldIf you've been overwhelmed by the hype or unsure where to start, this conversation gives you a grounded view of how AI can strengthen your firm, not threaten it.________________ 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

Tech Hive: The Tech Leaders Podcast
#122: "Practice makes Progress" - Kate Hayward, UK Managing Director at Xero

Tech Hive: The Tech Leaders Podcast

Play Episode Listen Later Nov 19, 2025 55:19


Join us this week for The Tech Leaders Podcast, where Gareth sits down with Kate Hayward, UK Managing Director at Xero. Kate talks about how AI can make life easier for small business owners, the new skills the next generation of accountants will need, and how organisations can manage maternity leave for the benefit of everyone. On this episode, Kate and Gareth discuss how gymnastics breeds discipline, why Britons are generally lacking in financial literacy, and the three things Kate looks for when starting a new job. Timestamps: Good Leadership and Early Career (1:45) Xero – The "Gangly Teenager Phase" (9:00) Career or Family, or Both… (13:00) Discipline and Gymnastics (20:30) Financial Literacy and Entrepreneurship (24:20) Xero and AI (31:35) New Skills for Accountants (42:30) Tips to stay Organised, and Advice for 21-year-old Kate (45:45) Hopes and Fears for Future of AI (48:00) https://www.bedigitaluk.com/

Steve Blank Podcast
The Department of War Just Shot the Accountants and Opted for Speed

Steve Blank Podcast

Play Episode Listen Later Nov 15, 2025 30:48


The Department of War Just Shot the Accountants and Opted for Speed by Steve Blank

Farming Without the Bank Podcast
The Truth About Policy Loans, Dividends, & Inflation (Ep. 328)

Farming Without the Bank Podcast

Play Episode Listen Later Nov 14, 2025 18:08


Most people think policy loans mean "borrowing your own money." That's completely wrong, and it's costing them big. In this episode, Mary Jo breaks down exactly how policy loans work inside Infinite Banking and why understanding the difference can change how you build wealth.

Test. Optimize. Scale.
Ep. 219 - Marty Tate:The Biggest Misconceptions Founders Still Have

Test. Optimize. Scale.

Play Episode Listen Later Nov 14, 2025 53:55


Most founders underestimate how much strategy, preparation, and marketing it actually takes to run a successful Reg CF or Reg A+ crowdfunding campaign. Legal compliance matters — but according to attorney Marty Tate, one of the most respected experts in regulated investment crowdfunding, momentum and marketing ultimately determine whether your raise succeeds or fails. In this episode of Test. Optimize. Scale., Marty breaks down the real mechanics behind Reg CF, Reg D, and Reg A+; the timelines founders should expect; what derails campaigns; and why only a small percentage of issuers ever hit seven figures. Whether you're exploring your first crowdfunding raise or preparing to scale into a larger Reg A+, this conversation will help you set your campaign up the right way and avoid the costly mistakes first-time issuers usually make.

Ask the Accountant
Gavin Spencer: Beach Accountants - Accountex Manchester 25 - Pitstop Podcast Season 8 #6

Ask the Accountant

Play Episode Listen Later Nov 14, 2025 22:52


The Growth Minded Accountant
How Accountants Are Earning $2K a Month Per Client with CFO Advisory Services — featuring Adam Lean of The CFO Project

The Growth Minded Accountant

Play Episode Listen Later Nov 12, 2025 43:40


AI and automation are changing everything — including how accountants grow.In this episode of The Growth Minded Accountant, host Lee Reams II talks with Adam Lean, CEO of The CFO Project, about how technology is helping tax and accounting pros finally scale beyond compliance work and step into lucrative CFO advisory roles.Adam shares how The CFO Project's advisors average nearly $2,000 per month per client with 87% retention, using a repeatable system that helps business owners generate positive cash flow — and gives accountants a way to stop trading time for money.You'll learn:How to productize and scale CFO servicesWhat separates a true advisor from a fractional CFOWhy your soft skills (not just technical ones) drive retentionThe simple, nine-step system for delivering consistent resultsAnd why AI is actually empowering, not replacing, accountantsIf you've ever wanted to break free from commodity pricing, upsell your best clients, and build recurring advisory revenue — this is your roadmap.

random Wiki of the Day
Corps of Military Accountants

random Wiki of the Day

Play Episode Listen Later Nov 12, 2025 1:24


rWotD Episode 3114: Corps of Military Accountants Welcome to random Wiki of the Day, your journey through Wikipedia's vast and varied content, one random article at a time.The random article for Wednesday, 12 November 2025, is Corps of Military Accountants.The Corps of Military Accountants was a short-lived corps of the British Army. It was formed in November 1919 and disbanded in July 1925. Its members handled financial matters, although matters relating to pay continued to be handled by the Royal Army Pay Corps.All personnel serving as Military Accountant Officers and Military Accountant Clerks transferred to the new corps. On the disbandment of the corps most of its personnel who chose to stay in the Army either reverted to their previous regiments and corps or transferred to the RAPC.This recording reflects the Wikipedia text as of 00:07 UTC on Wednesday, 12 November 2025.For the full current version of the article, see Corps of Military Accountants on Wikipedia.This podcast uses content from Wikipedia under the Creative Commons Attribution-ShareAlike License.Visit our archives at wikioftheday.com and subscribe to stay updated on new episodes.Follow us on Bluesky at @wikioftheday.com.Also check out Curmudgeon's Corner, a current events podcast.Until next time, I'm standard Emma.

The Podcast Profits Unleashed Podcast
State Trooper Taught Accountants to Talk Money

The Podcast Profits Unleashed Podcast

Play Episode Listen Later Nov 11, 2025 25:34


Special Guest “Cash Flow Mike”   Grab Mike's free resource: cashflowmike.com Welcome to another episode of Podcast Profits Unleashed Podcast — the show that helps coaches turn podcasting into a powerful client-attraction tool! I'm your host, Karen Roberts, and today's episode is packed with insights you do NOT want to miss. Before we dive in — stay tuned after the ads because I'll be sharing my special strategy for consistent podcasting without burnout or quitting. Trust me, you'll want to hear this. Now… today's guest is the legendary Mike Milan, also known as Cashflow Mike — a former state trooper turned business growth strategist. With 14 businesses built, $150M in hidden profits found, and his proprietary Clear Path to Cash System, Mike helps business owners understand their numbers so they can scale sustainably without blowing up their bank accounts. I absolutely LOVED this conversation because it pulls the curtain back on the financial truths every entrepreneur needs to embrace: ✅ Cashflow isn't a mystery — it's math. ✅ Growth doesn't matter if your money disappears in the process. ✅ Pricing and inventory mistakes are silently killing profits. ✅ The Financial Gap determines whether your business thrives or goes broke. Mike also taught me his rule that every business must follow:

The CPA MOMS Podcast
#370 From Stress to Alignment: The Science and Spirit of Healing for Accountants

The CPA MOMS Podcast

Play Episode Listen Later Nov 9, 2025 49:31


In this episode, Nicole sits down with Bianca Weissman, a holistic healthcare practitioner who shares how she blends science, ancestral wisdom, and energy healing to help others heal from the inside out.  From her roots in Brazil to her journey through the Landmark Forum, Bianca offers a powerful look at what it means to truly align mind, body, and spirit. She also unpacks the science behind generational healing, insulin resistance, and how small daily practices can lead to major transformations. 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.

Humanise The Numbers - for ambitious accountants in practice
Graeme Tennick, Chief Impact Officer at Tennick Accountants

Humanise The Numbers - for ambitious accountants in practice

Play Episode Listen Later Nov 7, 2025 58:52 Transcription Available


How many firms do you know that have a Chief Impact Officer? Yep, me neither. So, you may want to join this podcast with myself and Graeme Tennick, of Tennick Accountants, as Graeme talks about his role and about how and why it came into being. There are a number of standout moments in this podcast, not least when Graeme describes how to have the team really working with purpose, with real meaning in their work, all the time. So please join us on the podcast, either via your usual podcast platform or from humanisethenumbers.online. Please scroll down the podcast's episode page for the contact information for Graeme and for the additional, downloadable resources mentioned in the podcast.

More ReMarks
Smirking Andrew Jackson, Grimacing Critics, And Rich People Speed-Dialing Their Accountants

More ReMarks

Play Episode Listen Later Nov 6, 2025 10:17 Transcription Available


TALK TO ME, TEXT ITA counterfeit bill with a smirking face can do more than buy a soda—it can buy doubt. We start with Florida authorities flagging movie prop money drifting into everyday transactions and dig into why small details on a $100 bill can drain time, trust, and patience at the counter. From there, we pivot to a glossy legal drama stacked with big names and a stunningly bad reception, unpacking why audiences can smell stunt casting and hollow writing a mile away, and how that reaction reflects a deeper fatigue with hype over heart.The story widens as we examine wealthy New Yorkers scrambling to call advisors after a decisive local election. It's not just about a tax line; it's about safety, predictability, and the friction of moving people, payrolls, and lives. We map the real trade offs: high property taxes in the suburbs, the risk of uprooting teams, and the question every earner asks in private—where can I plan five years ahead without nasty surprises? Along the way, we connect these headlines with a personal memory of MTV's early days, that electric moment when a channel cracked open a wider world and taught a generation to read culture through sound and image.What ties it all together is the cost of verification in a noisy age. Whether it's spotting micro tells on currency, rejecting a prestige flop despite its cast, or rethinking your city's future, the burden of proof is shifting from institutions to individuals. We explore practical cues for detecting counterfeit notes, the signals that predict whether a show will earn your time, and the frameworks people use to decide if relocating is a hedge or a hassle. If MTV expanded our horizons and the internet erased the borders, the next frontier is clarity—slowing down enough to separate signal from spin.Listen, then tell us: what pop culture moment lives rent free in your head? Subscribe, share the show with a friend, and leave a quick review so more curious listeners can find us.Buzzsprout - Let's get your podcast launched!Start for FREE Thanks for listening! Liberty Line each week on Sunday, look for topics on my X file @americanistblog and submit your 1-3 audio opinions to anamericanistblog@gmail.com and you'll be featured on the podcast. Buzzsprout - Let's get your podcast launched!Start for FREESupport the showTip Jar for coffee $ - Thanks Music by Alehandro Vodnik from Pixabay Blog - AnAmericanist.comX - @americanistblog

Future Finance
How NetSuite uses AI and how the NetSuite Connector is a Game Changer for accountants with Joe and Ranga

Future Finance

Play Episode Listen Later Nov 5, 2025 44:17


In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with NetSuite's Joe Friedman and Ranga Bodla to explore how AI is transforming enterprise resource planning (ERP) systems. With decades of combined experience in enterprise software, Joe and Ranga discuss how NetSuite is innovating ERP through AI-native capabilities, open platforms, and real-time automation. The conversation spans AI agent adoption, data clarity, and how finance teams can start harnessing AI today without major overhauls.Joe Friedman is the Senior Director of AI Innovation at Oracle NetSuite, driving efforts to integrate practical AI across finance and operations. With over 15 years at NetSuite, Joe focuses on converting AI into measurable productivity gains. Ranga Bodla is the Vice President of Field Engagement and Marketing at Oracle NetSuite, with more than 20 years in enterprise software. He leads industry strategy across verticals, helping businesses convert innovation into performance.In this episode, you will discover:Why NetSuite believes ERP is the core of AI transformation in financeHow the new MCP connector integrates AI agents like Claude and ChatGPTPractical AI use cases: from variance analysis to journal entry creationWhy clean ERP data is essential for effective AI outcomesHow companies can start AI initiatives without high risk or costJoe Friedman and Ranga Bodla offer a compelling look at how NetSuite is leading the charge in making AI practical and accessible within ERP systems. Their insights show that businesses don't need massive overhauls to start seeing value from AI, just clean data and the right tools. As ERP evolves, NetSuite's hybrid approach positions it to stay ahead. This episode is a must-listen for anyone navigating the intersection of finance, tech, and AI. Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Joe:LinkedIn: https://www.linkedin.com/in/friedman-ns/Follow Ranga:LinkedIn: https://www.linkedin.com/in/ranga-bodla-bb45b/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[04:15] - Competing with New ERP Platforms[09:42] - What is MCP & AI Everyday?[13:47] - AI Use in...

Real Business Owners
What Most Accountants Won't Tell You | Episode 336

Real Business Owners

Play Episode Listen Later Nov 4, 2025 36:43


In this solo episode, Trevor breaks down real-world tax strategies that most accountants won't tell you about. From choosing the right business entity to leveraging legal tax loopholes, this episode is packed with information that can help you keep more of the money you earn. Trevor explains what questions to ask your CPA, how to structure your business the smart way, and what moves you can make before tax season to protect your profits.This isn't financial advice—it's insight from someone in the trenches who's tired of watching business owners overpay Uncle Sam.If you are ready to level up personally and professionally, go to joinrbo.com

Real Estate Team OS
How To Form a Real Estate Partnership That Lasts with Mike Hines | Ep 085

Real Estate Team OS

Play Episode Listen Later Nov 4, 2025 51:15


What does it take to form a real estate partnership that lasts? One that's built to endure all kinds of markets, to serve all kinds of clients, and to stand the test of time?Some of the components - like shared values and great people - are intuitive. Others - like valuations, management agreements, and unified brands - are less so.Mike Hines joins us to share lessons learned in partnering with Scott Oyler to create Oyler Hines, the second-ranked team in Ohio.Learn how they put it all together culturally, financially, and legally - and get tips on per-agent productivity and new construction sales.Watch or listen for Mike's insights into:Shared vision and values as your foundationHow EOS help clarify a team's North Star for better decision makingThe evolution of Oyler Hines from solo agents to co-team leadersHow complementary strengths and clear standards make a partnership workThe logistics of merging teams - valuation, structure, and tough conversationsSetting up fair compensation and a management agreementThe importance of professional branding (even if it costs 3x more than you thought it would)Balancing approachability and luxury with your real estate brandKeys to improving per-agent productivity (spoiler: specialization helps)The coaching and meeting cadence that supports agent and team successTips to win more new construction opportunities At the end, learn about the end of the loaf, workout retreats, and head-clearing, all-day walks.Mentioned in this episode:→ Kevin Oakley https://www.doyouconvert.com/team/kevin-oakley/→ 1000watt https://1000watt.net/→ Jill Biggs https://www.realestateteamos.com/episode/hardwired-for-hard-work-with-jill-biggs→ The 12-Hour Walk https://12hourwalk.com/Connect with Mike Hines:→ https://www.instagram.com/mphines1/→ https://oylerhines.com/mike-hines/→ Mike at OylerHines dot comConnect with Oyler Hines:→ https://www.instagram.com/oylerhines/→ https://oylerhines.com/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

Think MHK Podcast
ThinkMHK Podcast Season 5 Episode 18 - Courtney Ellis

Think MHK Podcast

Play Episode Listen Later Nov 4, 2025 17:55


In this episode of the Think MHK Podcast, 20 Under 40 honoree Courtney Ellis shares her journey from growing up in Kansas City to building a fulfilling life and career as a CPA at Sink Gordon and Accountants & Advisors in Manhattan, Kansas. Courtney discusses her unexpected return to the community, the firm's recent office relocation, and the benefits of Manhattan's size, diversity, and tight-knit atmosphere for raising her family. She reflects on her community involvement—from founding Girls on the Run to serving on the United Way board—while offering advice to young professionals about the value of humility and asking for help. Listeners also get a glimpse into her personal life, from family traditions and travel memories to her love of coffee and Ben Folds concerts.

Sound Bhakti
Embrace Preemptive Giving | HG Vaisesika Dasa | ISKCON Vrindavan | 13 Oct 2025

Sound Bhakti

Play Episode Listen Later Nov 2, 2025 54:39


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

Accountants Daily Insider
The value of strategic relationships between accountants and brokers

Accountants Daily Insider

Play Episode Listen Later Oct 31, 2025 34:10


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.

CPA Trendlines Podcasts
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.

CPA Trendlines Podcasts

Play Episode Listen Later Oct 31, 2025 0:38


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

The Value Pricing Podcast
Referrals Made Easy for Bookkeepers and Accountants with ChatGPT

The Value Pricing Podcast

Play Episode Listen Later Oct 27, 2025 29:35


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! 

Jason Daily
530 First Impressions: The New ChatGPT BROWSER For Accountants

Jason Daily

Play Episode Listen Later Oct 24, 2025 26:23


Experience by Design
Blending Ingredients and Experiences with James Shin

Experience by Design

Play Episode Listen Later Oct 24, 2025 65:12


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

Accountants Daily Insider
How auditors can leverage the technological evolution to their advantage: ISACA

Accountants Daily Insider

Play Episode Listen Later Oct 23, 2025 28:54


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!

Accounting Influencers
When AI Goes Wrong - What Accountants Need to Know

Accounting Influencers

Play Episode Listen Later Oct 21, 2025 16:14


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.

The Wize Guys
Episode 175: Why Most Accountants Never Reach Their Genius Zone (and How You Can) with Gay Hendricks

The Wize Guys

Play Episode Listen Later Oct 17, 2025 57:37 Transcription Available


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

Accounting Influencers
AI in Accounting: What's the Truth Behind the Hype?

Accounting Influencers

Play Episode Listen Later Oct 14, 2025 14:17


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.

Accountants Daily Insider
Under the Hood: Cheers! With Two Drunk Accountants

Accountants Daily Insider

Play Episode Listen Later Oct 7, 2025 41:49


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.

ValueSide
What Accountants See In Trump's Tariffs

ValueSide

Play Episode Listen Later Oct 7, 2025 8:42


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)

ValueSide
What Accountants See In Trump's Tariffs

ValueSide

Play Episode Listen Later Oct 6, 2025 8:42


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)

ValueSide
What Accountants See In Trump's Tariffs

ValueSide

Play Episode Listen Later Oct 6, 2025 8:42


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 CPA MOMS Podcast
#365 Why Traditional Success Leaves Women Accountants Unfulfilled

The CPA MOMS Podcast

Play Episode Listen Later Oct 5, 2025 35:20


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.

ValueSide
What Accountants See In Trump's Tariffs

ValueSide

Play Episode Listen Later Oct 5, 2025 8:42


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 Growth Minded Accountant
The Death of the Funnel: Why Accountants Need Narrative Ecosystems to Grow

The Growth Minded Accountant

Play Episode Listen Later Oct 3, 2025 35:51


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.

Simplified Marketing | Simplified Marketing Strategies for Financial Professionals
58. How to Humanize Your Marketing with Stories That Convert

Simplified Marketing | Simplified Marketing Strategies for Financial Professionals

Play Episode Listen Later Oct 1, 2025 10:22


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

The Growth Minded Accountant
The Real Cost of Delaying AI Adoption: Why Waiting is the Most Expensive Option for Accountants

The Growth Minded Accountant

Play Episode Listen Later Oct 1, 2025 39:53


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.”

Laughing Liberally Milwaukee
Laughing Liberally Episode 128: Time Crimes, Bob Rok and Zach Zajac

Laughing Liberally Milwaukee

Play Episode Listen Later Sep 30, 2025 9:32


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

The CPA MOMS Podcast
#364 Surviving the Shift: How Accountants Navigate Rapid Tech Change

The CPA MOMS Podcast

Play Episode Listen Later Sep 28, 2025 25:13


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.

The Growth Minded Accountant
Retention Marketing for Accountants: Protect Your Moat in the AI Era

The Growth Minded Accountant

Play Episode Listen Later Sep 25, 2025 29:44


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

The Debt Free Mom Podcast
85. Personal Budgeting Is Hard (Even for Accountants!)

The Debt Free Mom Podcast

Play Episode Listen Later Sep 24, 2025 38:15


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

Accountants Daily Insider
Under the Hood: The future of business in the accounting industry

Accountants Daily Insider

Play Episode Listen Later Sep 23, 2025 40:43


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.

Jackson Lucas Impact Real Estate Podcast
Beyond the Resume Podcast with Brian Fishback (Scoring goals in alternative investing)

Jackson Lucas Impact Real Estate Podcast

Play Episode Listen Later Sep 22, 2025 31:41


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

Accounting Influencers
Advisory Technology for Modern Accounting Careers

Accounting Influencers

Play Episode Listen Later Sep 22, 2025 19:42


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.

Grow My Accounting Practice | Tips for Accountants & Bookkeepers to Grow Their Business

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!

What Your CPA Wants You to Know
107. How We Invest for Retirement as Accountants: Step-by-Step from Carson

What Your CPA Wants You to Know

Play Episode Listen Later Sep 17, 2025 22:02 Transcription Available


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

The Growth Minded Accountant
Is ChatGPT Recommending Your Firm? How to Build AI Visibility, Earn Referrals, and Convert Clients You'll Never Meet

The Growth Minded Accountant

Play Episode Listen Later Sep 17, 2025 43:25


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.

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
Episode 139 - AI, Accountants, and Innovation: Byron Patrick on the Future of Learning - The Woodard Report Podcast

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

Play Episode Listen Later Sep 17, 2025 40:42


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

AICPA Town Hall
DC outlook, trends defining the profession and risk management strategies to move from one tax season to the next

AICPA Town Hall

Play Episode Listen Later Sep 11, 2025 62:00


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 

So Money with Farnoosh Torabi
1863: Ask Farnoosh: The Cost of Moving Investments, Single Bank Risks, Good Accountants and "Feminine" Dating Advice?

So Money with Farnoosh Torabi

Play Episode Listen Later Aug 8, 2025 28:39


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