Podcasts about accounting firm

Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, Frazier & Deeter (North Fulton Business Radio, Episode 852) In this episode of North Fulton Business Radio, host John Ray interviews Jessie Broussard, Chief Marketing Officer, and Donna Beatty, Tax Partner at Frazier & Deeter. The discussion highlights the evolution […] The post Beyond Numbers: How Frazier & Deeter Invests in Relationships, with Jessie Broussard and Donna Beatty, Frazier & Deeter appeared first on Business RadioX ®.

Join us on the Growth Minded Accountants Podcast as we explore how millennials have redefined the world of tax and accounting. In this episode, CountingWorks CEO Lee Reams and our chief visibility officer, Rebekah Barton, uncover the secrets behind authentic storytelling, digital-first strategies, and transparent communication that resonate with today's millennial clients. Discover actionable insights—from embracing mobile-friendly tools and personalized content to integrating purpose-driven branding—that will help your firm stay ahead in a rapidly evolving landscape. Tune in and learn how to transform numbers into a narrative that truly connects.

In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes Len Bruskiewitz, a seasoned business coach and certified exit planning advisor with extensive experience in helping business owners navigate successful transitions. Drawing from his background in tech and business coaching, Len shares invaluable insights about the critical intersection of accounting and exit planning. They explore how accounting professionals can better serve their clients while preparing their own firms for future transitions. In This Episode: Understanding the fundamentals of exit planning The role of accounting in business transitions Maximizing business value through proper documentation Different exit strategies and their implications Building sustainable processes for long-term success Key Takeaways: Recognize the importance of exit planning and its impact on business value and legacy. Understand how EBITDA and add-backs influence business valuation, irrespective of tax strategies. Identify common reasons why business owners avoid exit planning, and how to overcome these hurdles. Implement strategies to build a sustainable business with documented processes and a strong client base to increase valuation. Explore various exit options: family succession, employee/management buyout, or third-party sale, and weigh their respective pros and cons. Final Thoughts: Len's journey from technology to exit planning expertise underscores how accounting professionals must integrate exit planning into their client services, emphasizing its significance for business valuation and post-exit success. The discussion highlights the importance of creating self-sustaining businesses through proper documentation and systems. Thank you for joining us on this episode of Building the Premier Accounting Firm. Connect with our team at 435-344-2060 to learn more about how you can grow your accounting business today.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Use this FREE tool to get a quick estimation of your business value and an overview of the things that would increase that valuation. Go HERE: www.greaterheightscoaching.com  to access the Business Valuation Calculator. Also, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. Now is the time to also become for your clients a certified Profit & Growth Expert, PGE.  Add to your accounting services the CFO & Advisory skills you need to help your clients plan for their exits.   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

It's time to discuss the world of Mergers and Acquisitions (M&A) in accounting. In this episode, Larry Heller, CFP®, CDFA ® sits down with Geoff Bruskin, M&A specialist from White Tiger Connections, Inc., to discuss the bustling landscape of M&A, particularly within accounting. Geoff, with his extensive background in business brokerage and private equity, sheds … Read More Read More

This episode originally appeared on the Earmark Podcast. Listen and subscribe at https://podcast.earmarkcpe.com.Erica Goode, CPA, reveals how she built a thriving $200K accounting firm working just 15 hours a week. Discover the power of niching, efficient processes, and work-life balance in this candid discussion. Erica will share her journey from corporate burnout to entrepreneurial success, offering practical insights on pricing strategies, time management, and building authority in your niche. Whether you're considering starting your own firm or optimizing your existing practice, this webinar will inspire and equip you to reimagine what's possible in your accounting career.Get CPE for this episode here: https://www.earmark.app/c/1802Show NotesThe 15-Hour Accounting eBook:https://mailchi.mp/ericagoode/15-hr-accountant-ebookMeet Our Guest, Erica GoodeLinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

summaryIn this conversation, Eric Pierre, CEO of Pierre Accounting, shares his journey from a corporate employee to a successful entrepreneur specializing in tax planning for high net worth individuals. He discusses the importance of tax mitigation strategies, his involvement in M&A deals, and the challenges faced when dealing with the IRS. Eric also emphasizes the significance of proper financial planning for business owners, especially those considering selling their businesses. The conversation concludes with Eric's future plans and insights into his firm's operations.takeawaysEric Pierre transitioned from corporate life to entrepreneurship for greater control over his work.Tax planning is crucial for new millionaires who may not understand their tax obligations.Involvement in M&A deals requires early tax strategy planning to maximize benefits.Understanding the difference between share and asset purchases is vital for business owners.Successful tax mitigation can lead to significant savings for clients.The IRS faces challenges that can complicate communication and resolution of tax issues.Proper record-keeping is essential for business owners preparing for a sale.Eric's firm offers unique asset protection strategies for high net worth clients.Networking and personal connections are key to growing a client base in accounting.Future plans include expanding client services and speaking engagements.Connect with Barnaby on LinkedIn: https://www.linkedin.com/in/barnabycook/Join The Exit Plan mailing list: http://eepurl.com/iC8sIY

Are you considering content marketing to help get more clients for your firm? Hear about my experiences and insights to help you decide.

Join my Facebook group, Tax Strategies for Real Estate Investors, and become part of a community with 11,500+ high-level real estate investors► Join here:⁠https://www.facebook.com/groups/taxstrategyforinvestors⁠In this episode, I sit down with Shannon Weinstein, a CPA and fractional CFO, to break down what it takes to build a seven-figure accounting firm with fewer than 12 clients. We dive into why relationship-driven service models outperform traditional high-volume firms, how to position yourself as an expert, and why branding is the key to building trust and attracting premium clients. Shannon also shares the mistakes most accountants make in marketing and pricing—and how to avoid them. If you're looking to scale your firm while keeping a lifestyle-first approach, this episode is a must-listen.Timestamps:00:00:00 - Intro: Selling the plan out of hell00:02:39 - Shannon's CPA journey and early career00:06:32 - Why Shannon left EY and went solo00:10:55 - The key sales lesson: Selling benefits, not features00:15:10 - How frequency builds trust in branding00:20:38 - Shannon's transition from 120 clients to just 1200:26:53 - How to attract and retain premium clients00:31:12 - The power of strong positioning in pricing strategy00:36:42 - Debunking the "cheaper is better" myth in accountingInterested in working with me? Apply here:► https://taxstrategy365.com/apply?el=podcastLet's connect!► Instagram: https://www.instagram.com/ryanbakkecpa/► LinkedIn: https://www.linkedin.com/in/learnlikeacpa/► Twitter: https://x.com/RyanBakkeCPA► Facebook: https://www.facebook.com/ryanbakkecpa► TikTok: https://www.tiktok.com/@ryanbakkecpa⁠*None of this is meant to be specific investment advice, it's for entertainment purposes only.

Are you ready to take your accounting firm to the next level in 2025?  The world is changing fast—AI is transforming the industry, pricing mistakes are holding firms back, and the future of compliance work is uncertain.  In this episode, we reveal the five critical things every accountant and bookkeeper must do to stay ahead.  From value pricing to leveraging AI, these strategies could reshape your business and your life.  Don't get left behind—tune in now and get ahead of the game! The latest episode of the Value Pricing Podcast is now available: The 5 Critical Things Every Accounting Firm Must Do in 2025 to Stay Ahead In today's episode, you will learn: ·       The must-have strategy for a successful 2025.·       Why raising your prices is essential—starting now!·       How AI is reshaping the accounting profession.·       The urgent need to switch to value pricing.·       How to create more value and boost profits.·       The future of compliance—what you must prepare for. Don't miss out on the game-changing strategies that will help you work smarter, earn more, and stay ahead of the competition in 2025! Listen now! 

Welcome to another enlightening episode of Building the Accounting Firm, where we delve into the essential strategies for elevating your accounting business. In this episode, Roger Knecht is joined by guest CPA Katie Thomas, who brings a wealth of knowledge at the intersection of accounting and marketing. In this episode, we explore the vital role that marketing plays in attracting and retaining clients within accounting practices. Katie shares her journey from working in a family business to becoming a leader in the accounting and marketing field. She offers valuable insights into how firms can integrate marketing effectively to ensure their success. Tune in as we discuss key strategies for marketing integration, content creation, overcoming barriers, and client engagement, all tailored to help accounting professionals elevate their practices. Key Highlights: Katie Thomas's Journey: Transition from a family business to a career in accounting and marketing. Emphasizes marketing as essential, not optional, for firm success. Marketing Integration: Importance of choosing the right social media platforms (e.g., LinkedIn for accountants). Regular, authentic engagement over spammy interactions. Content Creation and Personal Branding: Personal storytelling and unique perspectives in marketing content. AI tools can aid but should not replace genuine voices. A strong unique selling proposition is crucial, with personal input in marketing materials. Insights from “In the Black”: Enhancing client communication and balancing branding with short-term tactics. Innovative approaches like compelling offers and transformational storytelling. Overcoming Marketing Barriers: Addressing insecurities about self-promotion. Encouragement to collaborate with professionals and invest financially in marketing efforts. Client Nurturing and Engagement: Importance of structured nurturing processes (e.g., systematic check-ins, newsletters). Prompt engagement and consistent follow-ups to educate clients and position as experts. Collaborations and Growth Strategies: Collaboration between accounting service business owners. Job placement assistance program introduction. Recommendations like the “four c process” for growth. This episode is a must-listen for accounting professionals looking to enhance their marketing strategies and build stronger client relationships for sustained growth. Call 435-344-2060 to connect with Universal Accounting's team to improve your marketing at your accounting firm.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: You need Katie's free foolproof guide on how to find and connect with your ideal clients online so you can increase your impact, influence, and income, go to: https://leaders-online.com/4cprocess/.   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Shomik Ghosh, Partner at Boldstart Ventures, joins the podcast for the second time to discuss his thesis on Kelly Partners (ASX: KPG / OTCQX: KPGHF), a specialist chartered accounting network established in 2006 to provide a better service to private clients, private businesses & their owners, and families.For more information about Shomik Ghosh and Boldstart Ventures, please visit:https://boldstart.vc/Chapters:[0:00] Introduction + Episode sponsor: Daloopa[2:20] Who is Kelly Partners and why they are so interesting to Shomik[5:31] What is Shomik seeing that the market is missing with Kelly Partners[9:09] $KPG's secret sauce for rolling up accounting firms / incentive risks / back office secret sauce that $KPG can do that PE firm can't[23:36] International expansion / is there enough growth runway of acquisitions[30:27] Why not relist in US from Australia?[37:10] Expanding into other areas outside accounting / AI tail risk[46:49] Management[52:13] Why are they so focused on McDonald's[55:22] Final thoughts[57:26] What does Shomik think would be the cause for the thesis breaking with Kelly Partners / how does Shomik look at fair value here[1:02:24] Quick thoughts on Match GroupToday's sponsor: DaloopaEarnings season is hectic—there's no way around it. But what if you could take back the time you spend on manual model updates? With Daloopa, you can.Daloopa automates your audit and update process, instantly pulling accurate, fundamental data from filings and reports directly into your models. That means no more wasting hours on repetitive tasks. Instead, you can focus on analyzing trends, refining strategies, and staying ahead of the competition.Stop letting manual work slow you down. Set up a free account today by visitingdaloopa.com/YAV and see how Daloopa can transform your workflow.

In this episode of Growing Your Firm, host David Cristello speaks with Michael Meihaus, the owner of Meihaus CPA, who transitioned from a decade in public accounting to launching his own firm focused exclusively on retirement plan audits.  Michael shares his journey of self-discovery, including a pivotal conversation that prompted him to leave his job and pursue his passion.  The discussion touches on the importance of designing a firm that aligns with one's lifestyle and the concept of "choosing easy mode" in the accounting profession.  Listeners will gain insights into creating a unique firm identity, as Michael's website stands out from the conventional offerings typically found in the industry. Tune in to explore the magic of retirement plan audits and the entrepreneurial spirit behind building a firm that reflects personal values and aspirations.

Starting your own firm can be tough, but finding the right clients makes all the difference. In this episode, Yuri Kapilovich, CPA, a managing partner of Kapilovich & Associates shares his ideas about the importance of choosing quality clients and building strong relationships, rather than just focusing on quantity. Yuri also discusses how to balance work, family and personal goals. If you're thinking about starting your own firm, this episode has helpful tips to guide you.   For more information on starting your own firm, explore the Starting Your CPA Practice - Planning Checklist and other Transforming Your Business Model resources.  

Logan's Videohttps://youtu.be/r8mbbDhHqJI?si=XiscCcZeAp8FmXv0Connect with Loganhttps://countercommunity.cohttps://x.com/LoganGrafTaxhttps://www.linkedin.com/in/logangraf/https://www.youtube.com/channel/UCF2X_OgakltGGp-r5AJNsPQ

Yuri's LinkedIn post that kicked off this discussion https://www.linkedin.com/posts/ykapilovich_thefuncpa-activity-7283119732684206081-Mr-_?utm_source=share&utm_medium=member_desktopAnd check out Yuri's podcast here! https://thecapitalcontribution.buzzsprout.com/1986541

Check out PASBAhttps://pasba.org

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Jesse and Tom from FinOptimal, a company that uniquely combines accounting services with innovative QuickBooks applications designed specifically for accountants.  The conversation delves into their dual business model, exploring how they balance service and product development in the competitive accounting landscape. Jesse and Tom share insights into their journey in building accounting software, the challenges they face, and their vision for the future of their company.  Tune in to discover how FinOptimal is reshaping the accounting industry and learn valuable lessons on managing a multifaceted business.

Connect with Jaimehttps://tieroneservices.nethttps://www.linkedin.com/in/jcampbellcpa/https://www.facebook.com/jcampbellcpa

In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Divakar Vijayasarathy, CEO and founder of DVS Advisory Group. Divakar shares his inspiring journey from humble beginnings to leading a global firm, offering insights into overcoming challenges in accounting, building scalable practices, and fostering innovation. Learn how to approach partnerships, embrace cultural alignment, and redefine success in the accounting industry. Perfect for accountants, entrepreneurs, and professionals seeking actionable advice to scale their businesses and achieve growth!00:03:32 Tell us a little bit about your background and where you are today.00:06:41 How did you turn your life around after starting in challenging circumstances?00:10:03 How much personal responsibility does one take versus relying on fate in life?00:14:51 Who do you service with your company? Do you work only with high-net-worth clients or smaller firms as well?00:16:28 What are the chronic challenges accounting firms face that impact scalability?00:19:47 What makes DVS unique in its business approach compared to traditional accounting firms?00:24:20 What red flags do you watch out for when partnering with firms?00:26:12 What are the most important factors you consider in a partner's mindset?

I want you to create the accounting firm you're meant to own, rather than the one you think you're supposed to build. This episode isn't for everyone. It's for those who feel frustrated, disheartened, dispirited, or distressed about their current situation. It's specifically for those who feel alone in their struggle and find it difficult to articulate what they're experiencing or don't have anyone who “gets it.”You can reshape your firm with a bit of time, focus, and commitment. It won't always be fun, but it's worth the effort to build a practice and do the work you were meant for.…SETH GODIN'S TED TALK ON TRIBES WE LEAD »https://www.ted.com/talks/seth_godin_the_tribes_we_lead?subtitle=enThis is an excellent TED Talk; skip to 13:20 if you're in a hurry. …Haven't been to my website recently? Check out the FREE RESOURCES »…Link to full shownotes: https://www.businessstrategyforcpas.com/331…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

A16z video about accounting tech https://youtu.be/OPRJI8Djfq8?si=0NEIDWo2EDbjSRpkNotebookLM https://notebooklm.google

Episode 242 FACULTY: Chase Birky, CPA, Tim Petrey, CPA, and Kenji Kuramoto CLASS: #AccountingHigh Join Scotty and the DPS (Destroying Pyramid Schemes) panel of influential accounting leaders—Kenji Kuramoto (Acuity Accounting), Chase Berkey (Dark Horse CPAs), and Tim Petri (HD Growth Partners)—as they discuss innovative approaches to transforming the traditional accounting pyramid scheme firm structure. They explore new business models aimed at improving firm culture and client service, and share personal experiences of breaking away from legacy practices to create more dynamic and sustainable working environments. This engaging conversation delves into the nuances of leadership, firm management, and the future of the accounting profession, making it a must-watch for anyone involved in the field.

Anthony Spagnolo is not only the principal of property advisory business Agenzia Property, he is also a qualified accountant, licensed real estate agent, builder and mortgage broker and is an active property investor and developer. Join us in this episode of Property Investory to hear how Spagnolo made the jump from accountancy to the property and development space and how he continues to gain valuable experience, as well as adding to his skillset by diving into a variety of projects. Hosted on Acast. See acast.com/privacy for more information.

Anthony Spagnolo is not only the principal of property advisory business Agenzia Property, he is also a qualified accountant, licensed real estate agent, builder and mortgage broker and is an active property investor and developer. Join us in this episode of Property Investory to hear how Spagnolo made the jump from accountancy to the property and development space and how he continues to gain valuable experience, as well as adding to his skillset by diving into a variety of projects. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Accounting Influencers podcast, Rob Brown discusses the alarming statistic that 65% of current accounting firm partners will be considered digitally obsolete within three years. He emphasizes the transformative impact of private equity on the accounting industry, highlighting the need for leaders to adapt to rapid changes in technology and client service models. Watch on Youtube here: https://youtu.be/UI_7IMuSG5sThe conversation explores the emergence of transformation leaders who bridge traditional accounting practices with digital innovation, the importance of reimagining technology and talent deployment, and the necessity of measuring success through new metrics. Brown outlines essential skills for future leaders and provides actionable steps for personal transformation to remain relevant in the evolving landscape of accounting.Key Takeaways• PE investors see 65% of current partners as digitally obsolete• PE-backed firms invest 5x more in technology per professional• Technology leadership is replacing technical excellence as a key skill• New hybrid teams combine accounting and digital expertise• Success metrics are shifting from billable hours to digital adoption• Innovation leadership is becoming a core requirement• Traditional partners are being rapidly replaced by digital leadersKiller Quotes• "65% of partners will be considered digitally obsolete within three years"• "PE isn't planning to retrain partners - they're planning to replace them"• "I realized I was becoming a dinosaur in real time"• "Traditional excellence won't protect you from digital extinction"• "The digital divide isn't coming - it's already here"• "Transform or become extinct - there is no middle ground"• "Yesterday's technical expert is tomorrow's obsolete partner"◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.ukIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. https://www.linkedin.com/in/therobbrownYou can also check out all shows on the Accounting Influencers YouTube Channel:https://bit.ly/AI-youtube

Are you a builder, tradie or engineer in Western Sydney who needs help with bookkeeping and payroll? Save your business time and money with Tax Solutions. To learn more, visit https://taxsolutions.net.au Tax Solutions City: Parramatta Address: Suite 2/105 – 107 Church St Website: https://taxsolutions.net.au/ Phone: +61 2 96333170 Email: info@taxsolutions.net.au

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Geoff Bruskin, founder and managing partner of White Tiger Connections.  They dive into the dynamic landscape of mergers and acquisitions (M&A) within the accounting industry, exploring how recent trends have created a surge in acquisition interest.  Geoff discusses the impact of cloud technology and the shift towards distributed employment, which have transformed the M&A space.  The conversation also touches on the importance of viewing accounting as a nucleus for offering diverse services, particularly for young professionals entering the field. Tune in for insights on navigating M&A and recruitment in today's evolving market.

In this episode with Dan O'Hare, CPA, CGMA, Principal at Glenn Burdette, we explore why CPA firms might choose to implement an Employee Stock Ownership Plan (ESOP). With O'Hare's insights and expertise, we explore how ESOPs can facilitate smooth succession planning, boost employee retention and engagement and offer significant tax benefits. Additionally, we discuss how this alternative practice structure can improve performance and make the firm more attractive to potential hires. This conversation will help you understand the potential power of ESOPs in reshaping your firm's future.   Want more? Dive into our business model transformation resources. To get more insights on business model transformation and access new podcast episodes automatically and free, follow our show via our podcast homepage. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  

Welcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center President Roger Knecht. This episode features special guest John Hewitt, a leading strategist in building accounting firms from the ground up. Join us as he shares his wealth of knowledge in business development to guide you in transforming your accounting practice into a leading firm. Main Highlights: Understanding the Landscape: John provides expert insights into the current accounting industry, highlighting what sets a premier firm apart from the rest. Strategic Planning: John shares his perspective on setting clear goals and developing strategic plans that align with a vision for growth and excellence. Client-Centric Approach: Roger and John emphasize focusing on client needs and building long-lasting relationships that drive success. Innovation and Technology: John discusses the role of technology in modern accounting and how to leverage it for efficiency and competitive advantage. Team Development: Roger and John explore the importance and process of cultivating a skilled and motivated team to support your firm's objectives. Brand Building: Discover John's strategies for establishing a strong brand identity that resonates with your target audience. Join Roger Knecht and John Hewitt as they offer expert advice and actionable insights to help you elevate your accounting practice to premier status. Whether you're a seasoned accountant or new to the field, this episode is your roadmap to success in the accounting industry, enriched by John Hewitt's wealth of experience. If you're feeling curious about starting your own firm, or want help implementing some of John's strategies at your practice, call 435-344-2060 to connect with Universal Accounting Center's team of experts.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: John has been kind enough to offer you a complimentary copy of his book “iCompete”  Go here to take advantage of this opportunity:  https://loyaltybrands.com/ https://www.amazon.com/iCompete-Extraordinary-Strategy-Winning-Yours/dp/1682610063 And for fun, here's an MP3 version to enjoy: https://www.dropbox.com/s/fgtg7c921bsdvii/iCompete_%20How%20My%20Extraordinary%20Strategy%20for%20Winning%20Can%20Be%20Yours.mp3?dl=0   Also, now is the time to become a skills tax professional, offering quality tax planning & preparation services.  See now what you can do to become a Professional Tax Preparer, PTP   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.     In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Check out Logan's YouTube channel here https://www.youtube.com/channel/UCF2X_OgakltGGp-r5AJNsPQHis Twitter https://x.com/LoganGrafTaxAnd LinkedIn https://www.linkedin.com/in/logangraf/And his new community, Counter https://countercommunity.co/

Learn more about my community Realize here https://www.rlz.io/

Are you curious about how to empower your employees and fuel your firm's growth? Listen as we explore employee stock ownership plans (ESOPs) with Mike Bannon, vice president at CSG Partners. You'll discover how this powerful tool can help your firm achieve its long-term goals and implementation plans, from planning and financing to valuation and ownership transition. This episode offers insights into the benefits of leveraged ESOPs, which include not only tax advantages but also the ability to boost employee engagement and create lasting value for accounting firms. Discover why more firms are turning to this innovative ownership model and how it can shape the future of your business. Tune in and unlock the potential of shared ownership. Follow our show to get new episodes automatically and free. Head over to our podcast homepage to explore more insights on business model transformation.  Want more? Dive into business model transformation resources. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com        

Eric Green, Founder of Tax Rep Network talks with Rob Ferrini of McGowan Pro, a cybersecurity insurance company specializing in mitigating accounting firm cyber risks. Since 1998, McGowan Pro has specialized in providing professional liability-related insurance products to accountants, investment advisors, attorneys, and other professionals. Their personal service is unmatched by any other national broker. It's crucial to have your WISP—your Written Information Security Plan—in place, along with all your data security measures, and to know what to do in case of a breach, ensuring you also have cyber insurance. The pressing question is, who do you call, and what do you need? Cyber insurance has experienced its ups and downs, and unlike other types of insurance that have been around for decades, it is evolving rapidly given the threat landscape for accounting firms. In this episode, Eric Green and Rob Ferrini break down exactly what accounting firms need to do to ensure they protect themselves in the case of a data breach, data theft, or financial loss that is incurred through cyber crimes directed at accounting firms and their clients. Want to contact Rob?  Email him at rferrini@mcgowanprofessional.com.

Eric Green, Founder of Tax Rep Network talks with Rob Ferrini of McGowan Pro, a cybersecurity insurance company specializing in mitigating accounting firm cyber risks. Since 1998, McGowan Pro has specialized in providing professional liability-related insurance products to accountants, investment advisors, attorneys, and other professionals. Their personal service is unmatched by any other national broker. It's crucial to have your WISP—your Written Information Security Plan—in place, along with all your data security measures, and to know what to do in case of a breach, ensuring you also have cyber insurance. The pressing question is, who do you call, and what do you need? Cyber insurance has experienced its ups and downs, and unlike other types of insurance that have been around for decades, it is evolving rapidly given the threat landscape for accounting firms. In this episode, Eric Green and Rob Ferrini break down exactly what accounting firms need to do to ensure they protect themselves in the case of a data breach, data theft, or financial loss that is incurred through cyber crimes directed at accounting firms and their clients. Want to contact Rob? Email him at rferrini@mcgowanprofessional.com.

Check out Ryan's community, Future Firm Accelerate https://futurefirmaccelerate.com/And be sure to join his weekly newsletter here! https://futurefirm.co/newsletter/

In this episode of Growing Your Firm, host David Cristello welcomes Tim Brackney, the Chief Executive Officer of Springline Advisory, a firm backed by private equity. They delve into the philosophy of utilizing talent from small firms to enhance shared services, while also discussing the complexities and nuances of private equity in the industry. Tim shares insights from his experience as a CEO and his background in scaling a professional services line to over $800 million in revenue. Listeners can expect a candid conversation about the good, the bad, and the realities of private equity, alongside potential discussions around AI in the professional services sector. Tune in for valuable strategies and behind-the-scenes perspectives on navigating growth in a competitive landscape.

Jeff Wald, CEO of Pinion, shares his insights and expertise on the importance of corporate governance. He uncovers strategies for managing major firm transformations, securing stakeholder buy-in and crafting transparent strategic plans. Jeff also highlights the importance of building strong relationships at the board level, humanizing business disagreements and empowering your firm to make effective business decisions. Tune in to learn how to enhance your firm's governance practices and drive impactful business model transformations. Check out business model transformation resources for more guidance on aligning your client base with your firm's goals. https://www.aicpa-cima.com/resources/landing/transform-your-business-model   This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com

The Checklist Manifesto https://www.amazon.com/Checklist-Manifesto-How-Things-Right-ebook/dp/B0030V0PEW

Mike Jesowshek, a CPA and tax strategist, shares his journey from being an entrepreneur in the online marketing industry to starting his own accounting firm and eventually focusing on educating small business owners about tax strategies. He discusses the importance of simplifying complex tax strategies and empowering business owners to implement them. Mike also talks about the role of his podcast in providing free content and serving as a lead source for his firm. He shares his experience in developing software and the importance of taking calculated risks. Mike Jesowshek CPA discusses the challenges and rewards of being an entrepreneur and a father. He shares his decision to invest in his business or start something new that aligns with his passions. Having children has changed his motivation and inspiration to work, as he now wants to build a legacy for his family. Mike emphasizes the importance of being present and setting a strong foundation for his kids. He also highlights the value of seeking guidance from experienced parents and mentors. Patience and love are key characteristics of a super dad, and Mike believes in approaching every relationship with kindness and a willingness to help.About Guest, Mike Jesowshek:Mike is a true expert in making tax savings simple for small business owners. As an entrepreneur, speaker, author, and podcast host, he's all about breaking down the complex world of taxes into easy-to-understand strategies. Mike's main goal? To help you, the business owner, learn how to pay the least amount in taxes as legally possible. Having educated thousands of entrepreneurs nationwide, Mike's expertise makes navigating tax savings accessible, empowering business owners to take critical steps toward business growth and enhanced wealth.

Erica Goode, CPA, reveals how she built a thriving $200K accounting firm working just 15 hours a week. Discover the power of niching, efficient processes, and work-life balance in this candid discussion. Erica will share her journey from corporate burnout to entrepreneurial success, offering practical insights on pricing strategies, time management, and building authority in your niche. Whether you're considering starting your own firm or optimizing your existing practice, this webinar will inspire and equip you to reimagine what's possible in your accounting career.(Originally recorded on October 16, 2024, on Earmark Webinars+)SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(02:39) - Welcome Erica to the Show (04:55) - Transition from Corporate to Entrepreneurship (06:28) - Life in Idaho and Outdoor Activities (08:06) - Burnout and Decision to Leave Corporate (11:12) - Starting the Accounting Firm (19:20) - Client Growth and Service Tiers (30:23) - Systematizing CFO Services (32:37) - Client Report Preparation and Meetings (33:25) - Listener Question: Monthly Meeting Agenda (35:03) - Forecasting and Cash Flow Discussions (37:46) - The Value of Monthly Meetings (38:55) - Balancing Work and Client Relationships (39:51) - Handling Client Taxes and Referrals (41:27) - Marketing and Client Acquisition (44:34) - Podcasting and Providing Free Advice (48:39) - Scaling a Solo Practice (50:34) - Balancing Work and Personal Life (59:41) - Final Thoughts and Resources Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Erica GoodeLinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

My guide to build a side hustle practice https://youtu.be/6i5lETLeiXM?si=byLe94wCXi1dwcue

In this insightful episode of Building the Premier Accounting Firm, host Roger sits down with Rick Watson, who shares his transformative journey from humble beginnings to managing substantial assets. Rick dives into the challenges he faced, particularly the high attrition rates in the insurance industry, and emphasizes the critical factors for entrepreneurial success: hard work, branding, and referrals, as outlined in his book “A Firm Worth Building.” Key Highlights: Entrepreneurial Sacrifices and Success: Roger and Rick discuss the importance of hard work and perseverance in overcoming industry challenges. They explore the pivotal role of branding and referrals in business growth. The Power of Company Culture: Rick explains how culture is a reflection of leadership and its influence on business dynamics. They explore ways which aligning company values improves hiring, client relationships, and employee engagement. The significance of company culture in shaping professional and personal interactions. Leadership and Culture Dynamics: Drawing parallels between business and family dynamics. Strategies for maintaining a cohesive culture in remote work settings. Concepts like “trust compression” and “breaking bread” to foster connections. Building Trust and Rapport: The role of edification—speaking positively about colleagues—in strengthening trust and respect. Enhancing service quality and client satisfaction through positive communication. Networking and Personal Connections: The importance of networking for credible referrals and business credibility. Methods to intentionally shape and uplift company culture through positive interactions. This episode is a must-listen for entrepreneurs seeking to enhance their business's culture and growth, offering practical advice and resources to create a firm worth building. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: https://www.nrnamerica.com/ Get a free book by buying the book on Amazon and sending me an email showing a copy of the review. We will respond by sending you a check for the book.   Also mentioned on the show was the S.T.A.R Program, the process to create a culture based on accountability.  Learn more what you can do to proactively manage those you are working with to achieve clear objectives and take care of your clients.   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve.  This is a webinar you don't want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.   In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

Dark Horse CPA https://darkhorse.cpa/Breakaway Bookkeeping & Advising https://breakawayba.com/ 

Get on my EMAIL list to find out about my special offer.https://geraldinecarter.com/subscribeThe more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun, but sometimes it's a part of business. When you learn how to harness your dread, you get what's on the other side: glory. …Take 45 seconds to watch Alex Hormozi coach this firm owner - from the 17:50 mark to the 18:40 mark.https://www.youtube.com/watch?v=bgBIO6nZawg&t=1027sEmail me at gc@geraldinecarter.com to tell me what you think.…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenueTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get on my EMAIL list to find out about my special offer.https://geraldinecarter.com/subscribe

Host Jennifer Sanasie breaks down the news in the crypto industry from the possibility of a crypto bill this year to FTX accounting firm's settlement with the SEC."CoinDesk Daily" host Jennifer Sanasie breaks down the biggest headlines in the crypto industry today, as Rep. Patrick McHenry and Sen. Cynthia Lummis maintain their position that a chance remains for a crypto bill to clear Congress before the end of the year. Plus, FTX accounting firm Prager Metis agrees to pay $1.95 million in settlement to the SEC, and CFTC Chair Behnam speaks on the legal battle against Kalshi. -This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and Melissa Montañez and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.