Podcasts about aprio

PE doesn't have to strip your culture.With Jean CaragherFor CPA TrendlinesOn a recent episode of Gear Up for Growth, powered by CPA Trendlines, Aprio CEO Richard Kopelman offered a behind-the-scenes look at what's powering his firm's remarkable trajectory—from a traditional CPA firm to a diversified advisory powerhouse. In conversation with Jean Caragher, president of Capstone Marketing, Kopelman credited Aprio's sustained momentum to two key drivers: a relentlessly reinforced culture and a bold leap into private equity. Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth here | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here Since stepping into the CEO role in 2013, Kopelman has steered Aprio into the ranks of the top 25 U.S. accounting firms. At the heart of that rise? A set of “31 Fundamentals” that shape everything from team interactions to client engagements.

This week on Future Proof, we're joined by Lexy Kessler, partner at Aprio, former chair of the Maryland Association of CPAs, and now the third Marylander to chair the AICPA's board of directors. Lexy brings insight, inspiration, and a powerful sense of purpose to this conversation.She shares how a high school bookkeeping class sparked her career, why she was an early adopter of technology, and how a short break from public accounting reaffirmed her calling. Now in a national leadership role, Lexy is focused on deep listening, building trust across the profession, and addressing the talent pipeline with both policy and heart.This episode is a must-listen for anyone seeking renewed purpose and direction in the profession.ResourcesLexy Kessler LinkedIn ProfileLexy Kessler AICPA ProfileNational Pipeline Advisory Group

Today's show features many of my favorite trumpeters; Hargrove, Hubbard and Morgan along with a San Diego favorite Gilbert Castellanos. That set follows new music from N. Zuraitis and D. Pugach and a new release from alto sax great Greg Abate. Another fine jazz artist represented is SoCal is flautist Holly Hofmann.  Playlist Artist ~ Name ~ Album Nicole Zuraitis & Dan Pugach ~ Jolene ~ Jolene - Single Greg Abate ~ Positive Energy ~ Positive Energy Roy Hargrove ~ To Wisdom the Prize ~ Earfood Freddie Hubbard ~ Arietis ~ Ready for Freddie Lee Morgan ~ Ceora ~ Cornbread Gilbert Castellanos ~ Bilad as Sudan ~ Espérame En El Cielo Holly Hofmann ~ Soul-Leo ~ Low Life Pat Metheny Group ~ The First Circle ~ First Circle

David welcomes Richard Kopelman — CEO and managing partner of the business advisory and accounting firm Aprio. In this first of a two-part conversation, Richard recounts the pivotal moments that introduced him to leadership, the formalization of their company culture through the creation of the Aprio Way, and the story behind his company's focus on kindness.

In this episode, we're joined by Steven Au (@stevenau_), Transition Advisor at Aprio, who brings over 16 years of experience in the dental industry. With a strong background in clinical dentistry and a focus on practice sales across the country, Steven shares his expertise in navigating the complex world of dental practice transitions. Aprio specializes in dental CPA services, accounting, tax, wealth management, and practice transitions, making Steven a trusted advisor for dentists at every stage of their career. What you'll learn in this episode: Current trends shaping the dental market. How to time the purchase or sale of a practice for the best outcomes. Key considerations for selling a practice. Understanding valuation methodologies and pricing practices. Recognizing red flags when buying a practice. Insights into navigating practice acquisitions and startups. Whether you're a new dentist, an experienced practice owner, or exploring startups, this episode is packed with actionable tips and expert advice to guide you through the process. Connect with Steven Au and Aprio Website: Aprio Dental CPA Services Join the Mouthology Ambassador Program: Earn $10 for every person who tries their 10% nano hydroxyapatite toothpaste using your link! Sign up: https://bitly.cx/Mwu7 COCOFLOSS - Use code TM20 to get 20% off ⁠⁠⁠⁠https://cocofloss.com/⁠⁠⁠ FIGS - Use referral code to get 20% off ⁠⁠⁠https://fbuy.io/figs/elliehalabian⁠ If you want to join the conversation about the realities of dentistry, follow: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠@_teethmatter⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ellie Halabian⁠⁠⁠⁠⁠⁠⁠⁠⁠ __________________________ If you enjoy the podcast, subscribe and rate ⭐️. If you think a friend will enjoy it, please share it with them.

At Nasdaq MarketSite in New York City, Aprio CEO Richard Kopelman shares with Seth Cohen, Chief Impact Officer of Forbes, some forward-looking insights on the key trends and opportunities shaping the business landscape in 2025. From leveraging values to navigating emerging markets, Kopelman revealed strategies for leaders to drive success and make a lasting impact in the year ahead.Stay ConnectedForbes newsletters: https://newsletters.editorial.forbes.comForbes on Facebook: http://fb.com/forbesForbes Video on Twitter: http://www.twitter.com/forbesForbes Video on Instagram: http://instagram.com/forbesMore From Forbes: http://forbes.comForbes covers the intersection of entrepreneurship, wealth, technology, business and lifestyle with a focus on people and success.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Discover the critical intersection between #transferpricing and #customs #valuation , and how to navigate this complex landscape for optimal compliance. Join experts Carl and Jay as they share insights on aligning your pricing strategies, minimizing risks, and maximizing efficiency across your #globaloperations . Don't miss this essential #guide to optimizing your transfer pricing and customs valuation processes. Click to learn more!   Resources: Aprio - https://www.aprio.com/ Jay Cho - https://www.linkedin.com/in/jay-cho/ Carl Budenski - https://www.linkedin.com/in/carl-budenski/   Connect with Simply Trade Podcast: - Subscribe: https://www.youtube.com/channel/UCdmyGU5foKm4aFlpo7Oms4g?sub_confirmation=1 - LinkedIn: https://www.linkedin.com/showcase/simply-trade-podcast/ - Twitter: https://twitter.com/SimplyTradePod - Website: https://globaltrainingcenter.com/simply-trade-podcast/   Contact Us/ Suggest Topics Contact SimplyTrade@GlobalTrainingCenter.com   Credits: Host: Andy Shiles: https://www.linkedin.com/in/andyshiles/ Host/Producer: Lalo Solorzano: https://www.linkedin.com/in/lalosolorzano/ Co-Producer/Editor: Mara Marquez: https://www.linkedin.com/in/maramarquez85/

From $70 milliion to $450 million: The power of positivity, strategic planning, and going international.Accounting Influencerswith Rob BrownRichard Kopelman, CEO and managing partner of PE-owned Aprio, shares his philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision of truly global accounting firms.Complete show notes here, including takeaways, background, analysis and transcript | See Part 1: Richard Kopelman: Inside Aprio's Bold Makeover | More Accounting Influencers with Rob Brown here | Aprio Sells Majority Stake to Charlesbank Capital Partners | Cited: Mindset: The New Psychology of SuccessIn the second part of a two-part Accounting Influencers, Kopelman tells Rob Brown that a growth mindset drives Aprio's tremendous growth from $70 million to $450 million in revenue.

Lessons from dozens of strategic mergers & acquisitions.Accounting Influencerswith Rob BrownRichard Kopelman, CEO and managing partner of PE-owned Aprio, reveals the firm's dramatic transformation and rebranding into a global business advisory and accounting firm.See Part 2: Richard Kopelman: Aprio's Plans for Global Conquest | More Accounting Influencers with Rob Brown here | Aprio Sells Majority Stake to Charlesbank Capital Partners here | Cited: Mindset: The New Psychology of SuccessIn this first part of a two-part Accounting Influencers with Rob Brown, Kopelman analyzes the high demand for accounting services due to changes in business, regulatory requirements, and technology. According to Kopelman, a key challenge for accounting firms often lies in mindset, requiring a shift from a risk-averse outlook to a more "positive," entrepreneurial one.

In this episode, we tackle the talent puzzle and discuss steps to secure the future of the accounting profession. I sit down with Lexy Kessler, Vice Chairman of AICPA and Mid-Atlantic Managing Partner at Aprio and member of the National Pipeline Advisory Group (NPAG), to dive into the finalized "Accounting Talent Strategy Report" and its bold solutions to the profession's talent challenges. Lexy shares insights on how the report's key themes have been well-received, and we explore trends like three-year bachelor's programs and shifting education preferences.We also break down the report's six recommendations, from retooling education to evolving business models. Lexy also speaks to the importance of collaboration and grassroots efforts like the National Pipeline Pledge.Tune in to hear our full conversation about this report and it's implications for the future of our profession.ResourcesNPAG's Accounting Talent Strategy Report Lexy Kessler CPA, CGMAProposed “CPA Competency-Based Experience Pathway” from AICPA and NASBA National Pipeline Pledge

The National Pipeline Advisory Group published its final report on talent solutions for the accounting profession, and the group's chair, Lexy Kessler, CPA, CGMA, joins the Journal of Accountancy podcast to hit on the high points. Kessler is AICPA vice chair and also mid-Atlantic leader for the firm Aprio. In this episode, she shares next steps for the profession. What you'll learn from this episode: An overview of the six major themes of the report. How a “plethora of perspectives” came together to address solutions for the pipeline issue. Details about addressing the time and cost of education. An explanation of the three E's that represent the components of CPA licensure. What's next as the recommendations move from paper to practice. How CPAs and educators can take the Pipeline Pledge.

Angela Dotson focuses her finance and accounting expertise on women-owned businesses, enabling them to become sustainable entities for the long-run. She empowers women by educating them on tax planning, nonprofits and business opportunities. During her 17 year career, Angela has helped clients resolve issues with the Internal Revenue Service and various state agencies. She is […]

Angela Dotson focuses her finance and accounting expertise on women-owned businesses, enabling them to become sustainable entities for the long-run. She empowers women by educating them on tax planning, nonprofits and business opportunities. During her 17 year career, Angela has helped clients resolve issues with the Internal Revenue Service and various state agencies. She is […]

Host Rob Brown is joined by Sue Coffey, CEO of Public Accounting at the American Institute of CPAs (AICPA), and Lexy Kessler, Partner at Aprio and Chair of the AICPA's National Pipeline Advisory Group (NPAG). They look into the alarming talent shortage facing the accounting profession and the potential solutions proposed by the NPAG.Lexy and Sue discuss the overwhelming evidence pointing to a significant talent pipeline issue in accounting, including declining enrolment in accounting programs, fewer students pursuing the CPA credential, and challenges in retaining young professionals in their first five years of employment. But can the profession overcome this challenge? Rob, Sue, and Lexy explore the root causes, such as the profession's perceived image, the cost and time commitment of education, and the need for evolving business models at accounting firms.The NPAG's findings underscore the urgency of addressing the talent pipeline issue collaboratively, involving stakeholders from academia, regulators, state societies, and the profession itself. Sue and Lexy share their optimism that by implementing the recommended solutions, the accounting profession can overcome this challenge and attract the talent required to thrive in an ever-evolving business landscape."We are a profession that communities, businesses, and economies need, and we just need to address our talent shortages and adapt." - Sue Coffey"It's not just Debits and credits to that point. It's really about the business person piece of it and the different scenarios and the strategy behind the numbers as well. So there's much more to it than, than processing or, or producing a product and that's it. It's much, much more than that." - Lexy KesslerKey Takeaways: The accounting profession is struggling with a talent pipeline shortage, but it's not "withering on the vine" as some suggest. - Sue CoffeyImproving storytelling and celebrating the profession's impact is crucial to attract younger generations. - Lexy KesslerThe cost and time commitment of education, especially for socioeconomically disadvantaged students, is a significant barrier to entry. - Sue CoffeyFirms need to evolve their business models to provide a better experience for young professionals in their first five years, addressing issues like excessive hours and meaningful work assignments. - Sue CoffeyModernizing the CPA licensure process is a long-term goal to ensure the profession remains sustainable and relevant in the future. - Lexy KesslerYou can watch this episode and more on our YouTube Channelhttps://youtu.be/JaLe1nq9lk4Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers◣━━━━━━━━━━━━━━━━━━━━◢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. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events◣━━━━━━━━━━━━━━━━━━━━◢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...

Jason Drucker, CPA and Partner at Aprio, is with us today. We dive into Jason's fascinating career journey, from his early days in accounting to his current role as a Partner at Aprio. He shares insights on the importance of networking and building strong relationships in the industry, offering valuable tips for aspiring accountants. We also explore the future of accounting firms, discussing emerging trends and how the profession is evolving. To wrap up, Jason leaves us with some final thoughts and advice that you won't want to miss!What you'll hear in this episode:[1:00] Meet Jason Drucker, CPA and Tax Partner at Aprio.[1:45] Jason's career journey.[4:00] Joining Aprio as Partner.[9:10] Networking and building relationships.[25:00] The future of accounting firms.[31:25] Final thoughts and advice.Connect with Jason https://www.linkedin.com/in/jason-drucker-cpa/Connect with Kelly https://www.linkedin.com/in/kellyrohrs/Connect with Bilal https://www.linkedin.com/in/bmehanna/

This week, we're diving into a well known, critical issue gripping our profession: the shortage of CPAs. It's a widespread challenge impacting businesses, causing staffing gaps, burnout, and compromised client service. The scarcity of expertise has escalated workloads, hindered recruitment and retention, and even led some firms to decline work due to insufficient manpower. To combat this, many organizations are resorting to measures like increasing compensation and offering more flexible work arrangements. The profession is undergoing a transformation to adapt and survive.The ramifications extend beyond the accounting realm, influencing how businesses operate at large. Solutions are being sought across various fronts, including regulation, education, and cultural shifts. At the forefront of these discussions is our guest, Lexy Kessler, Mid-Atlantic Regional Leader and Partner at Aprio as well as a former chair of MACPA Board of Directors, who now chairs the National Pipeline Advisory Group. This group is spearheading efforts to formulate a unified strategy to address the talent shortage, leveraging unbiased research and stakeholder input. They've launched a national survey to gather insights and ideas for tackling this issue head-on. In our conversation, we delve into the progress of this initiative, its timeline, potential outcomes, and the individual CPA's role in bolstering the pipelineResources:Financial Executive International article, "Navigating the Accounting Talent Shortage: Strategies for Business Growth and Efficiency" by Justin SmithForbes article, "Accountants Are Turning Away Work—Hurting Firms And Small Businesses" by Hitendra PatilCFO Dive article, "Auditors say accountant shortage ramps up work pressure: CAQ" by Jim TysonLexy Kessler, CPA, CGMA, Mid-Atlantic Regional Leader & Partner at AprioLexy Kessler LinkedIn ProfileNational Pipeline Advisory Group: Pipeline Survey

Listen in as host David Mandell chats with two CPAs from the firm Aprio who specialize in serving medical and dental practices. They share insights on managing finances, increasing profitability, and understanding key numbers in a healthcare practice. The discussion covers the importance of understanding financials, key performance indicators, and strategies to increase profitability in a healthcare practice. David, Chelsea and Mary Kathryn also cover the impact of staffing costs, the potential benefits of fee-for-service models, and the importance of regular financial reviews. Key Takeaways: Understanding, analyzing, and managing financial numbers are key to optimizing a medical practice's profitability. Regularly evaluating and adjusting fees is crucial for practices that have control over what they charge. Proactive, forward-looking advice is more beneficial than mere tax preparation. Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com.

Threat intelligence is important, but why manufacturers should focus on risk factors first.When it comes to the industrial sector's ongoing cybersecurity challenges, we all know that there's more to defend, but what is most concerning is that we're not responding quickly enough to the expanding threat landscape. In case you needed proof, here are some of the recent stats from Dragos 2023 Year in Review Report. It found that:80 percent of industrial sector vulnerabilities reside deep within the ICS network, making them difficult to see and harder to kick out.53 percent of the advisories Dragos analyzed could cause both a loss of visibility and control.Ransomware attacks against industrial organizations increased by 50 percent last year, and Dragos tracked 28 percent more ransomware groups focused on the ICS/OT environment.Attacks were confirmed in 33 unique manufacturing sectors.74 percent of all vulnerability advisories had no mitigation strategy.I'm not going to promise solutions for all of these challenges, but we've definitely found a guy interested in trying. Scott Sarris is an Information Security, Compliance and Privacy Solutions Advisor at Aprio, a leading advisory and business consulting firm. Watch/listen as we discuss:Why OT could affectionately be known as "Old Tech".The political factors impacting IT/OT divisiveness in the industrial sector, but why Scott is optimistic about the progress being made in bringing the two segments together.Why cybersecurity planning and investments needs to start with assessing and prioritizing risk.How slowing down can help ramp up security efforts.Why dwelling or living-off-the-land attacks will escalate.To catch up on past episodes, you can go to Manufacturing.net, IEN.com or MBTmag.com. You can also check Security Breach out wherever you get your podcasts, including Apple, Amazon and Overcast. And if you have a cybersecurity story or topic that you'd like to have us explore on Security Breach, you can reach me at jeff@ien.com.To download our latest report on industrial cybersecurity, The Industrial Sector's New Battlefield, click here.

"CEO Richard Kopelman unveils Aprio's massive expansion, secret projects and shares invaluable CPA advice for global accounting success."Richard Kopelman, CEO and Managing Partner of accounting firm Aprio, shares his personal philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision to have truly global accounting firms.Kopelman shares how staying positive and persistent has been key to leading Aprio's tremendous growth from $70 million to $450 million in revenue. He emphasizes the importance of having a well-defined strategic plan and sticking to it, even though growth is never a straight line. Kopelman also provides insight into transitioning accounting firms beyond traditional partnership structures into more corporate models in order to scale. His vision is to have truly global accounting firms without restrictions. Throughout the discussion, Kopelman's passion for the profession and commitment to seizing opportunities comes through clearly."My personal philosophy is to stay positive and never give up. I'm not very good at taking no for an answer."Key Takeaways:Staying positive and never giving up has been Kopelman's key to success in leading Aprio from $70M to $450M in revenue.Having a well-defined strategic plan is crucial - you need a North Star even though growth is never a straight line.Firms need to move beyond traditional partnership structures and embrace more corporate approaches to scale.Hiring great people and getting out of their way is his leadership philosophy.◣━━━━━━━━━━━━━━━━━━━━◢You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersJoin the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeThanks 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. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points! https://www.accountex.co.uk/londonDEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today! https://dext.comIf you'd like to sponsor the show and elevate your brand with our audience, reach...

Richard Kopelman, CEO and Managing Partner of Aprio, discusses the exciting transformation and rebranding of HA&W into a global business advisory and accounting firm. He explores the high demand for accounting services due to changes in business, regulatory requirements, and technology. A key challenge for accounting firms, according to Kopelman, often lies in mindset, with many professionals needing to shift from a risk-averse outlook to a more positive, entrepreneurial one. He highlights the importance of an inclusive, growing, and nurturing work culture and leveraging technology for business operations, emphasizing the crucial role of data. He shares the hiring strategies of Aprio and discusses the future of the accounting sector, expressing a keen interest in the endless opportunities that constant change brings.Key Moments00:35 The Current State of the Accounting Profession01:38 Challenges in the Accounting Profession02:13 The Importance of a Positive Mindset03:04 The Growth Mindset in Accounting04:19 The Aprio Story: From Regional to Global05:45 The Challenges of Rebranding08:20 The Role of Technology in Accounting13:45 Hiring and Recruitment Strategies15:04 The Importance of Culture in Accounting Firms18:10 Looking Forward: The Future of Accounting

John Bly is the Managing Partner and Regional Leader of the South Atlantic region of Aprio, a global financial consulting and CPA firm. He started his accounting firm shortly after graduating in 2004, grew it to 70 employees, and made about 15 acquisitions before merging with Aprio. John is the author of Cracking The Code: An Entrepreneur's Guide to Growing Your Business Through Mergers And Acquisitions For Pennies On The Dollar. He is also the host of the Aprio Advisory podcast. In this episode of the Smart Business Revolution Podcast, John Corcoran interviews John Bly, the Managing Partner and Regional Leader of the South Atlantic region of Aprio, about how to grow a company through acquisitions. They also discuss the lessons John learned during his early days in mergers and acquisitions, how to do due diligence and hire culturally fit employees, and the difference between small and large company acquisitions. 

Lexy Kessler, CPA, CGMA, is the chair of the National Pipeline Advisory Group, a group of accounting stakeholders formed to help shape strategy to address the profession's talent shortage. Kessler is mid-Atlantic leader for the firm Aprio and a member of the board of directors of the Association of International Certified Professional Accountants. She is a former chair of the Maryland Association of CPAs. In this episode, Kessler discusses why leading the group appealed to her, more about the group's responsibilities, and why she's excited to learn from the group's other members. What you'll learn from this episode: ·         What the advisory group is and the approach it is taking to key responsibilities. ·         Some of the ways the talent shortage in the profession has affected business. ·         Why organizations, including CPA firms, must be open to looking inward for solutions to the profession's pipeline problem. ·         How the National Pipeline Advisory Group's universally desired end result puts it in a strong position to aid the cause.

Patrick, Rafael, and Emily Cheshire of Aprio discuss the audit readiness of cryptocurrency companies, treasury management, forecasting and controller practices.Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE for listening to this episode.Checkout the Bitwave channel on Earmark to get even more CPEChapters(00:00) - What it Means to be a Crypto CFO or Controller (01:44) - What got you interested in Crypto? (04:51) - What is Aprio? (09:54) - What is the best advice for someone embarking on their controller journey? (15:07) - What does it mean to be a Crypto CFO? (20:21) - Is there any advice you can give on what banks will actually work with crypto companies? (26:22) - How have you been thinking about TAM in the market? (30:09) - What potential have you seen in the digital assets regarding CAS practices? (31:01) - What is the bootcamp like for new accountants? (36:15) - What do you think about your roles and responsibilities as a controller? (41:25) - Do you use GAAP Lite for all your clients to document everything? (42:51) - How to contact Emily Connect with our guest, Emily Cheshirelinkedin.com/in/emilycheshireacaConnect with Patlinkedin.com/in/patwhitetwitter.com/patwhiteConnect with Rafaellinkedin.com/in/rafaelcasastwitter.com/RafaelCasasBWFollow the Crypto With Accountants Podcastfacebook.com/CryptoAcctsPodtwitter.com/CryptoAcctsPodlinkedin.com/showcase/cryptoacctspodLeave a review on Apple Podcasts or PodchaserSubscribe to the Crypto With Accountants Podcast in your favorite podcast app!This podcast is a production of the Earmark Media

Eric Krucke is the National Practice Director of Aprio CFO Advisory — helping companies fund, build, strengthen, grow and transition. A former Berkshire Hathaway CFO, he advises companies walking through transitions and transactions or seeking to accelerate growth. Eric has more than 25 years of financial leadership experience accelerating growth, navigating acquisitions, finding capital to […] The post Eric Krucke With Aprio, LLP appeared first on Business RadioX ®.

Your dental practice has weathered the height of the COVID-19 pandemic, but you may be leaving money on the table if you haven't fully explored the options presented by the government's Employee Retention Credit (ERC) and Paycheck Protection Program (PPP). These programs were launched to help employers like you, whose businesses suffered as a result of the pandemic's economic disruptions. And they're only available for a limited time, with phase-out dates beginning July 31, 2023. In this episode, we're talking with Aprio's Justin Elanjian, PPP and ERC expert. Justin is a CPA and the Partner-in-Charge of Aprio's PPP & ERC Services, and helps both lenders and borrowers navigate the complexities of the PPP. He also helps his clients realize benefits from other stimulus package programs, such as the ERC, and is committed to strengthening his clients' balance sheets and helping them achieve what's next.  We'll discuss: What the ERC is, and what conditions a practice owner needs to meet in order to qualify How COVID-era disruptions to supply chains impact eligibility Special considerations for practices that opened or were acquired after the onset of COVID What practice owners need to know about PPP loan forgiveness How much time a provider should set aside to prepare all of the information needed to file their claim Are you ready to take the next step toward your practice ownership dreams? Visit getprovide.com.

Welcome to the Business Legends Podcast! Where we interview business leaders and entrepreneurs so we can learn from their successes and apply them to our own business to grow!   On today's episode, we sit down with John Bly! John is the managing Partner of Aprio!  Aprio is one of the top 25 accounting and advisory firms in the country.   They focus on small – medium sized companies that are anywhere from early or seed stage growth to $100 million enterprises.  How much do values matter when hiring employees or working with clients? What challenges arise at each stage of company growth? How can you make your business stickier to your clients?   Find out the answers to all of these and more on today's episode!   Want to learn more about John Bly, Aprio and what they do? Check out their work here:   Aprio Website: https://www.aprio.com/  Aprio LinkedIn: https://www.linkedin.com/company/aprio/  Aprio Facebook: https://www.facebook.com/aprioadvisors  John Bly LinkedIn: https://www.linkedin.com/in/johnblycpa/  Want to connect with us and learn more about our expertise? Check us out here:   Website: https://businessmarketingsolutionsgroup.com/?fbclid=IwAR2hPda9vQc3sApLL9wTglpHdna_eZPXYN1jEAqsSE1uXFwljlbM4vBXCOQ  Facebook: https://www.facebook.com/BusinessMarketingSolutionsGroup/about  LinkedIn: https://www.linkedin.com/company/businessmarketingsolutionsgroup/?viewAsMember=true 

Transformation TalksWith Bill PenczakCenter for Accounting TransformationAfter 16 years of working in firms, Mike Maksymiw, CPA, CGMA, was done. Or, so he thought.Maksymiw discussed his career path in the latest episode of Transformation Talks with Bill Penczak, the chief transformation officer for the Center for Accounting Transformation. Maksymiw, who is now the leader of Aprio's Alliance-Firm Foundation, offers career advice for new CPAs and those considering succession planning.More here: https://cpatrendlines.com/2022/09/12/secret-to-success-a-growth-and-abundance-mindset/

Mergers and acquisitions can sometimes feel daunting for entrepreneurs, but they don't have to be. In fact, growth through M&A can yield huge rewards if you are willing to accept some risk and remain open to opportunities. Today, we are joined by John Bly, the South Atlantic Regional Leader for Top 35 CPA firm, Aprio, as he cracks the code to M&A growth with us, sharing some of the lessons he has learned throughout his career journey and offering his advice for anyone considering M&A as a growth strategy. You'll gain insights into John's trajectory, from the beginning of his career in public accounting at the Big 4 to starting his own CPA firm, completing more than 15 M&A transactions, and ultimately merging his firm with Aprio. John also shares the importance of being clear about how you drive value, the benefits John has seen from treating both sides of a transaction with fairness and respect, and the value of establishing appropriate expectations upfront.Key Points From This Episode:A look at John's career trajectory, from big-four CPA to entrepreneur to regional manager.What starting his own firm taught John about working with small business owners.How John's firm grew exponentially thanks to M&A between 2006 and 2009.Why he believes in doing what you're passionate about, even if that means pruning clients.Lessons John has learned about the importance of taking your own advice.His experience of growing his business through a global financial crisis.What made John realize that his firm was unique when it came to M&A growth.Insights that came from making 15 acquisitions in 15 years, followed by the decision to ultimately merge with Aprio.What John means when he says "a CPA does not equal a CPA."Key takeaways from John's M&A growth strategy, including the importance of having clarity about how and where you drive value.Why it always pays off to treat both sides of a deal with the utmost respect and fairness.The value of establishing expectations and ensuring those expectations are appropriate. Questions to ask yourself to determine what is important to you going into an M&A deal.Why you should be thinking about M&A (and stay open to opportunities).How ego can get in the way of profound M&A growth.Advice for those considering M&A as a growth strategy: be open, listen, and make friends!John Bly on LinkedInJohn Bly EmailCracking the CodeAprioAlex Drost LinkedInBranch Out Podcast LinkedInConnection Builders LinkedIn

Justin Schafer IS BACK! ! ! He joins us this time representing his firm, Aprio. You can visit his page & schedule an appointment to talk directly with him Aprio Website Aprio has tons of resources and is a Dental Specific CPA & Advisory Team. Justin is leading the charge in transitions and brokering practices with the full force of Aprio supporting these deals. Justin Schafer | Director, Practice Transitions

Mike Maksymiw is a Change Agent for the accounting profession and the Executive Director and Leader of Aprio Firm Foundation where he shares resources, coaching, and networking opportunities with small and midsized CPA firms.Mike's focus is on impacting the progress on key issues facing the profession, including women/family initiatives, DEI, work-life harmony, and value rather than time. Here are a few of the topics we'll discuss on this episode of Accounting Automation: The benefits of joining a leadership academy. How Mike became a Change Agent for accountants. The difference between production skills and leadership skills. Ways a career coach can help you make decisions. The power of networking when looking for a new job. The core problems in accounting. Common strategies accounting firms use to free up time. How to decide which clients to focus your energy on. Resources: Aprio AICPA Leadership Academy The Big Leap EQ vs. IQ Delivering Happiness The Happiness Project NxtStep Connecting with Mike Maksymiw: LinkedIn Email Connecting with the host:Sean Boyce on LinkedIn To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

John Bly, the South Atlantic Regional Managing Partner of Aprio, is a frequently requested global speaker and author of "Cracking the Code: An Entrepreneur's Guide to Growing Your Business Through Mergers and Acquisitions for Pennies on the Dollar." John also serves as host of The Aprio Advisory podcast, helping listeners tackle the issues that keep business owners awake at night. Listen in! Key Highlights: [00:01 - 10:47] How COVID-19 Impacted the Workforce Over the Years The ups and downs of COVID-19 may have been unpredictable, but clients surely have stronger 2021s compared to 2020s. Moving forward, people can have better years but the rising inflation cost and work shortage stir up fear and uncertainties. Learning remote work is essential especially in the current status moving forward. With how the world is changing in the last two years, the impact on the workforce is notably negative on a larger scale. However, because of the inflation, business owners need to be wary about the wage increase. . [10:48 - 22:21] A Myriad of Aspects to Consider in the Aims of GDP and Business Growth In the lens of CPA firms, both small and big businesses are in for a challenge of workforce shortage. To sustain the GDP growth, American policies must ease their immigration policies. It is difficult to invest right now, given the current state of the government and its debt. In the last 18 months, we've seen IPO performances go up at least a turn almost overnight. It is a combination of two things - the quality of the businesses that are now potentially hitting the market and a big run-up in the stock market. [22:22 - 34:03] Essentials in Decision-Making and Systems Curation Processes The family must be on the table when making big decisions as these can also change their lives. A great practice to incorporate is to allow two or three years of making sure that there is a buttoned-down decision-making matrix within your company and that the systems and processes are well-documented. When it comes to earnouts, the advice is to make sellers comfortable about not earning another dollar to refrain from being emotional.  [34:04 - 36:50] Closing Segment Check out Aprio and Aprio Advisory Podcast to see actionable and insightful information about what's happening within the marketplace. Key Quotes: “it's also really hard to invest right now, given the given the current state of the government and its debt.” - John Bly “Family better be on board, whatever the decision is, because it's a life change. And it's an emotional roller coaster it is. It is going up and down as you go through a deal and then what happens after. So, family better be at the table.” - John Bly Connect with John: Website: https://www.aprio.com/people/john-bly (https://www.aprio.com/people/john-bly)  Podcast: https://www.aprio.com/the-aprio-advisory-podcast/ (https://www.aprio.com/the-aprio-advisory-podcast/)  Linkedin: https://www.linkedin.com/in/johnblycpa/ (https://www.linkedin.com/in/johnblycpa/)  Twitter: https://twitter.com/JohnBly_CPA (https://twitter.com/JohnBly_CPA)  Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( LinkedIn)! LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!

Inflation is hotter than ever, but when will it cool down? We are excited to welcome Simeon Wallis, Chief Investment Officer of Aprio's Wealth Management, back to the podcast. John and Simeon discuss how we are wading through uncharted territory with levels of inflation we have not dealt with in 40 years, coming out of a pandemic that has heavily impacted global supply chains and a land war in Europe. Listen now as Simeon shares how inflation is impacting the economy and what we can expect to see during the upcoming months.

As always Michael Dinsio of Next Level Consultants is asking the questions

If you take the time to understand how your economic engine is working, you can be profitable in almost any endeavor. Bill Dupee, Transaction Advisory Partner at Aprio, doesn't want to see someone jump to do a deal just to do a deal or because an unsolicited one is being offered. Instead, he believes you must first define the strategic direction of your business and then determine how a potential transaction could fit into where your business is headed. Listen now as Bill shares what attracted him to the dynamic, fast-paced nature of the M&A world, the importance of gaining an informed view of your financial performance and how inflation is impacting M&A deals.

Mike Maksymiw, an executive director at Aprio, talks about his passion for baseball, developing deeper relationships through baseball, why it is important to engage and be authentic in the workplace, and much more!

In today’s episode, John Duisberg sits down with Richard Kopelman, the CEO and Managing Partner of Aprio, headquartered in Atlanta, Georgia. In 2022, Aprio was named the 35th largest accounting firm, the 6th fastest growing in the U.S., and a Glassdoor Best Place to Work. Because of all this…. we naturally wanted to spotlight Richard’s leadership on The Great Retention and dig in deeper to learn more about what his team is doing differently that’s making such a huge difference for their growing organization. We chat about Richard’s definition of purpose, how much the company has grown over his 30 years with the business, how they’re breaking the traditional mold of a CPA & Advisory Services Firm”, how they’re combating “The Great Resignation”, and practical advice he has for other CEOs and business leaders looking to do the same. RESOURCES RELATED TO THIS EPISODE Learn more about Richard at https://www.aprio.com/people/richard-kopelman Follow Richard on LinkedIn at https://www.linkedin.com/in/richard-kopelman CREDITS Theme Music

On a special episode of The Aprio Advisory Podcast, John Bly is joined by three restaurant and hospitality specialists — Tommy Lee, Aprio's Retail, Franchise and Hospitality Leader and Tax Partner, Andy Peskoe, Attorney and Chairman at Golenbock Eiseman Assor Bell & Peskoe, LLP and Sarah Diehl, Founder of Empowered Hospitality. Tommy, Andy and Sarah discuss the current state of the industry, the future as COVID restrictions begin to lift, creative solutions to set your business apart and the comeback of the QR Code. Listen now!

This week, in celebration of Women's History Month, we'd like to revisit one of our favorite women in leadership episodes with Michele Blondheim, Aprio's Director of Corporate Citizenship. Listen now to Michele's advice for establishing a focus, strengthening involvement within your team and creating positive ripple effects in the community while setting your business apart.

This week, in continuation of our Women in Leadership series, John interviews Yelena Epova, Aprio's Atlanta Office Leader, International Practice Leader and Tax Partner. Yelena started working for Aprio in the 1990s after moving to the U.S. and answering an ad placed in the classifieds. At the time, she had no work experience and did not speak the best English, but she was determined to find her path. She went on to found Aprio's international practice, which has grown to 100 professionals, speaking 35+ languages and serving clients in over 50 countries. Today, Yelena continues to empower strong female leaders both within the community and within the firm. Hear her story now.

This week, John interviews Mike Maksymiw (otherwise known as Mike Max), Executive Director of Aprio's Firm Foundation. The Firm Foundation is a national alliance which shares research, networking, and coaching opportunities with small to mid-sized CPA firms up to $20 million in revenue. Through connecting growing firms with resources to advance client relationships, Mike has been able to develop a community of forward-thinking CPAs and consulting firms and share ideas, helping them to think through and deal with major issues in the profession. The need for CPA services is infinite, and we can help each other without always having to worry about the competition. Learn more now.

John Bly, Managing Partner of the South Atlantic Region of Aprio, joins Trent and Patrick on “At Home with Roby”.  John is our first ever guest with a Masters Degree in Taxation.  Tune in to learn about his education, career path to Charlotte, how he and his wife built their own CPA firm from the ground up, and how he ultimately landed at Aprio.  Outside of the office, John values peer sharing and is an active member of Entrepreneurs' Organization and Young Presidents Organization.  He also values family, and serves as an Uber driver for his three young daughters.  Carting them to and from all their sports activities, he's never one to miss a game.   https://www.aprio.com/ See omnystudio.com/listener for privacy information.

This week, we kick off our M&A series as John interviews Justin Schafer, Esq, Aprio's Director of Practice Transitions. Specializing in the dental industry, Justin has advised dental professionals in over 1,000 transitions and facilitated more than $500 million in dental practice financing. The dental M&A space seems to be very hot over the last couple of years. One trigger for this influx may be due to practices reopening so quickly from the mandatory shutdowns without the opportunity to go virtual, therefore, many dental professionals (as well as veterinary and healthcare professionals) did not get the break that other small businesses have experienced. With so many additional stressors such labor shortages as well as legal and safety precautions in place, this is likely leading to an increase in early retirements and careers changes for many doctors and support staff. Despite these factors, the dental industry is booming and there are many exciting opportunities available for someone interested in a startup, acquisition, or associate buy-in. Learn more now.

This week we are joined once again by Simeon Wallis, Aprio's Chief Investment Officer, for an economic update. Listen now to learn more about the main drivers impacting our economy.

This week kicks off our Sales / Marketing series as John interviews Adam Witty, a member of the Entrepreneurs' Organization and Young Presidents' Organization, the Founder, President and CEO of Advantage Media Group|ForbesBooks as well as an Aprio client. Over that last 16 years, Adam has built the company into one of the largest business book publishers in America, serving over 1,500 Members in all 50 U.S. states and 67 countries. What's Adam's advice for surviving and thriving? As he shares, “The one thing the pandemic did, is it built a deeper habit within consumers that everything begins online.” What does Google say about you and your business? People buy people so you must control your digital footprint and have a personal brand that sells. Listen now to learn more.

This week we bring back Aprio's Managing Partner and CEO, Richard Kopelman to round out our Culture series with a discussion on living The Aprio Way. The Aprio Way is a sequence of value-based fundamentals created to help the firm walk and talk its ideals through ongoing practice and discussion, conceptualized through the combination of technical expertise with a deep sense of caring for every challenge and opportunity. The name Aprio itself is a prime example of leading culture with head and heart as it was derived from the root words for “head” and “heart.” Richard was so passionate about this symbolism in fact that he even adopted the word “Aprio” as his second legal middle name, making him Richard Barry Aprio Kopelman. With fundamentals such as “practice blameless problem solving”, “be relentless about improvement” and “build meaningful relationships”, it is a consistent way for the team to hold themselves and each other accountable. Learn more now.

This week continues our People / Culture series as John interviews Michele Blondheim, Aprio's Director of Corporate Citizenship. Michele is passionate about creating brand reputation and bringing core values to life through community relations, strategic partnerships, and executive board placements. As Michele describes, Corporate Social Responsibility (CSR) should be a core value for businesses today. Business owners who aspire to grow authentically should lean into a cause that connects to the business and then encourage and enable team members to get and stay involved. Are you building a case for CSR in your business? Listen now to Michele's advice for establishing a focus, strengthening involvement within your team and creating positive ripple effects in the community while setting your business apart.

This week we pause our People / Culture series to bring you an economic update from Aprio's Chief Investment Officer, Simeon Wallis. Listen now to learn more about the current two main drivers of change (supply chain and inflation) and their impact on the economy.

This week kicks off the People / Culture series as John interviews Darrin Friedrich, a partner in Aprio's Real Estate Tax Practice and Leader of The Aprio Foundation. The Aprio Foundation is an employee led Foundation dedicated to educating and empowering individuals to work hand-in-hand with public charities to positively impact the communities in which we live, work and play. Corporate philanthropy is a key aspect of leading a successful business. As Darrin explains, it is important to be strategic in getting others excited about their passions and getting them involved in giving back to the community through their time, talent and treasures.

Episode 49 of The Unique CPA is a look back at Randy's conversation in Episode 6 with Richard Kopelman, CEO of Aprio, LLP. Richard heads Aprio's CPA-led advisory services, and in this Unique CPA Rewind, he talks to Randy about how vital it is to be a trusted advisor to your clients. The events since the episode aired have truly pushed this facet of the account-client relationship to the forefront. Get the full show notes and more resources at TheUniqueCPA.com

This week John interviews Keith Greenwald, Partner-in-Charge of Aprio's Private Client Services as well as Aprio's Environmental Social Governance (ESG) Services, on the topic of ESG. ESG is a system for measuring the sustainability or a company or investment in three specific categories: environmental, social and governance. Many public shareholders, hedge funds, private equity funds and limited partners are now requiring companies to account for ESG factors in their investment decisions, prompting greater transparency on companies' ESG policies and performance. Aprio helps clients navigate every milestone on their sustainability journey from accounting, verification and ESG scoring to advancing corporate social responsibility programs. Listen now to learn how ESG is impacting the economy and reach out to Keith if you would like to schedule a consultation to explore how you can get started creating your own ESG roadmap.

In an ever-changing world, one thing that remains constant is the power and importance of relationships. On today's episode, we speak with Adam Klein, director with Aprio, a full-service, CPA-led business advisory firm based in Atlanta, Georgia, about his perspective on the ins and outs of building value-added connections. We kick off our conversation with an overview of what has changed since the pandemic and what has stayed the same. This introduces us to today's theme: relationships as the core of business-building. Adam gives us his predictions for the future of communication, encourages us to embrace flexibility, and be strategic about when to meet online, and make the additional effort to see someone in person. He introduces us to the practice of reframing selling as helping and seeking to understand people in order to add value. We talk about developing soft skills, why people do business with people they like, how to adjust our networking expectations for a post-COVID world, and why there is no shortcut to building fruitful relationships. We hope you join us for an episode packed with insights with the power to change your perspective today! Key Points From This Episode:What the pandemic has not changed: relationships at the core of business development.What has changed: bringing internal and external communication into the digital space.How the pandemic has highlighted the importance of relationships.Why building rapport supports business.A prediction for Zoom going forward: a new dynamic for what is considered face-to-face.Bridging the gap when you have different needs to the person you are meeting with.The benefit of arranging an initial meeting digitally before engaging in person.How Zoom has created greater ease of making new connections.Ways we should adjust our networking expectations in a post-COVID world.Reframing selling as helping.Seeking to understand people in order to add value.The value of developing soft skills: people do business with people they like. Why there is no shortcut to building relationships.Adam's advice: don't overcomplicate it, enjoy the process, and treat people well.Call-to-action: write down three ways that you can be helpful to your existing network. Adam Klein on LinkedInAdam Klein Email Aprio Alex Drost LinkedInBranch Out Podcast LinkedInConnection Builders LinkedInHave thoughts or comments? We want to hear from you. growth@connection.builders

Michele Blondheim is Director of Corporate Citizenship for Aprio, a top-rated CPA and advisory firm.  Her role in incorporating Corporate Social Responsibility into the organization's overall business strategy is a shining example of "how-to."

Richard Kopelman serves as CEO and Managing Partner to Aprio, a top 50 business advisory and CPA firm based in Atlanta. For nearly 30 years, Kopelman has enabled clients' success through strategic insights and a results-driven approach. He advises business owners and managing partners of CPA firms on strategy, raising capital and mergers and acquisitions. As Managing Partner, Kopelman works with Aprio's board and leadership teams to ensure Aprio continuously advances its people, diverse culture, capabilities, clients and communities. Known for being one of the most well-rounded business leaders in Georgia, Kopelman has been awarded the most influential and most admired CEO in Atlanta. Under his leadership, Aprio has been named a top workplace across its various offices.

In the wake of the SolarWinds fiasco, a new executive order mandates practices to prevent future attacks… How well does it address the threats? And what does it mean for you? To answer these questions, I invited Scott Sarris, Executive Vice President of Digital Transformation and Cybersecurity Advisory Services at Aprio, onto the show. Together, we break down the new EO into its most important components. In this episode, we discuss: - Why the EO was necessary and what it means for cybersecurity - The role SolarWinds plays in the wording - The language acknowledging that Zero Trust is the most secure approach to cybersecurity To hear this episode, and many more like it, you can subscribe to The Virtual CISO Podcast here. If you don't use Apple Podcasts, you can find all our episodes here.

On Episode 45 of The Unique CPA, Randy talks to Justin Elanjian, Partner-in-Charge of PPP & ERC Services at Aprio. Justin discusses how he navigated uncertainty and evolving guidelines while growing a new segment of the business that helps clients access COVID-19 relief funds. He shares some advice on the importance of thinking proactively and pursuing one's passions, and he talks about what's to come. Get the full show notes and more resources at TheUniqueCPA.com

In this week's episode, John interviews Bruce A. Phillips, CPA, Managing Director and Partner of Aprio Cloud. Aprio Cloud is a branch of Aprio providing cloud-based, outsourced accounting and technology solutions for global small-to-mid-sized businesses and entrepreneurs. While many of us are new to remote work, Bruce was ahead of his time, swapping his dreams of having an active office with a keg and ping pong table back in 2013 in favor of a remote culture with periodic teambuilding trips. More recently, Bruce can be found cruising along the east coast on his yacht, proving that businesses can keep their clients and employees happy no matter where they are. And that virtual nautical background in the Zoom meeting? It's the real deal. ----more----

What Dental Practices Need to Know About the Paycheck Protection Program (PPP) and Employee Retention Credits (ERC), with Aprio Partners Justin Elanjian and Adam McDowell (Nashville Business Radio, Episode 18) Aprio Partners Justin Elanjian and Adam McDowell joined host John Ray to discuss how dental practices need to address the intricacies of PPP and ERC […] The post What Dental Practices Need to Know About the Paycheck Protection Program (PPP) and Employee Retention Credits (ERC), with Aprio Partners Justin Elanjian and Adam McDowell appeared first on Business RadioX ®.

What Dental Practices Need to Know About the Paycheck Protection Program (PPP) and Employee Retention Credits (ERC), with Aprio Partners Justin Elanjian and Adam McDowell (Nashville Business Radio, Episode 18) Aprio Partners Justin Elanjian and Adam McDowell joined host John Ray to discuss how dental practices need to address the intricacies of PPP and ERC […]

In this episode, John interviews Tommy Lee, Partner-in-Charge of Aprio's Retail, Franchise & Hospitality practice about guiding the restaurant industry using innovation, flexibility and pivoting. Tommy recalls accounts of collecting data, listening, being inquisitive and using various sources of contacts to get additional information to adapt and make the right decisions, all from the comfort of an RV...

In the premier episode of The Aprio Advisory podcast, John interviews Richard Kopelman, Managing Partner and CEO of Aprio on the topic of leadership in a crisis and how Aprio and their clients have pivoted in the last year. Richard provides leadership lessons throughout a pandemic and discusses client success stories and strategies to prepare for a swift recovery.

Jim Canfield, President of CEO Tools by Aprio, joins Tim in this episode to talk about what it takes to be a great leader! Jim discusses the CEO's role in communicating, executing, and optimizing. He talks about dynamics of an amazing team and what the real orientation of a team truly is. That is only the tip of the iceberg, tune in now to hear all of Jim's insights!   Connect with Jim on LinkedIn. Learn more about CEO Tools by Aprio.    Key Takeaways: Communicate, execute, and optimize (2:59) Different stages of growth require a different type of leader (5:27) Dynamics of an amazing team (6:53) The real orientation of a team (10:03) Go back to the basics and deliver on those in a really robust way (10:55) Trust and communication rise and fall together (12:35) Three parts of leadership (15:24) Every leader who wants to bebetter can benefit from outside feedback (18:44) Celebrating successes (22:06)

What You Need to Know About the Paycheck Protection Program and Employee Retention Credits, with Justin Elanjian, Aprio, LLP (North Fulton Business Radio, Episode 339) Aprio Partner Justin Elanjian joined John Ray to discuss the Paycheck Protection Program (PPP) and Employee Retention Credit (ERC), why many businesses don’t know they’re eligible for ERC, and how […] The post What You Need to Know About the Paycheck Protection Program and Employee Retention Credits, with Justin Elanjian, Aprio, LLP appeared first on Business RadioX ®.

Justin Elanjian is a partner at Aprio and a nationally recognized PPP expert. He has conducted over 100 PPP loan forgiveness educational webinars reaching over 300,000 PPP borrowers and hundreds of CP

Justin Elanjian is a partner at Aprio and a nationally recognized PPP expert. He has conducted over 100 PPP loan forgiveness educational webinars reaching over 300,000 PPP borrowers and hundreds of CP

This is BIG NEWS for PPP borrowers: Business that received a PPP loan are now eligible for the Employee Retention Credit (assuming President Trump signs the Consolidated Appropriations Act of 2021 into law). Hear from Justin Elanjian, CPA and Partner at Aprio, what strategies you need to be considering when it comes to maximizing the benefit of PPP forgiveness paired with the ERC for your clients.

Blake interviews Justin Elanjian, CPA, nationally recognized PPP expert and a partner at top accounting firm Aprio, about the top 10 changes to the Paycheck Protection Program in the pending bipartisan Emergency COVID Relief Act of 2020.

Georgia State Rep. John Carson and Frank Battaglia of accounting firm Aprio discuss Entertainment Tax Credit incentives for companies making digital projects in Georgia. --- Support this podcast: https://anchor.fm/blue-scorpion-rm/support

www.Aprio.com is a PPP Loan forgiveness assistance if they choose not to get a tax advisor. https://www.sba.gov/sites/default/files/2020-05/3245-0407%20SBA%20Form%203508%20PPP%20Forgiveness%20Application.pdf (https://www.sba.gov/sites/default/files/2020-05/3245-0407%20SBA%20Form%203508%20PPP%20Forgiveness%20Application.pdf)

In this episode, Brad Mckeiver, a partner-in-charge of Aprio's National Dental Industry Practice, arms dentists with real-time financial data about their practices. He has helped numerous dental practitioners make informed business decisions that focus on driving increased practice profitability, growth and value. We discuss what dentists need to be aware of that might affect their marketing, what are some of the greatest business challenges dentists are facing in the next few months, what kinds of services would be the most beneficial for practice owners as they reopen, and much more. Aprio: https://www.aprio.com/people/brad-mckeiver/ #healthcaredigitalmarketingpodcast #bradmckeiver #lamarhull #medicalmarketing #marketingpodcast #dentalcpa #dentalaccountant #medrankinteractive #aprio Resources Aprio: https://www.aprio.com/people/brad-mckeiver/ Brad's LinkedIn: https://www.linkedin.com/in/brad-mckeiver-cpa-mba-32b52417/ Med Rank Interactive: https://medrankinteractive.com/ Free Digital Marketing Audit: https://medrankinteractive.com/services/seo/ Lamar Hull's LinkedIn: https://www.linkedin.com/in/charlotteseoexpert/ --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/healthcaremarketing/support

Trust and communication are the foundations of any solid business relationship, which consequently helps businesses thrive and succeed. Someone who is living proof of that is Richard Kopelman, CEO and Managing Partner of Aprio. In this episode, Amy Vetter sits down with Richard, where he shares his career journey with us—from helping his mom as a teenager with cold calling to spending the majority of his career at Aprio. During this interview, he opens up about what he learned along the way that helped him achieve success as a leader and transform a firm to be ready for the future. Significantly, learning how trust and communication rise and fall together allowed Richard to really care about what matters most: the people. He tells us how he values that through his personal and business relationships, bringing not only his expertise to the table but also his heart.

Trust and communication are the foundations of any solid business relationship, which consequently helps businesses thrive and succeed. Someone who is living proof of that is Richard Kopelman, CEO and Managing Partner of Aprio. In this episode, Amy Vetter sits down with Richard, where he shares his career journey with us—from helping his mom as a teenager […]

Last minute sebelum travelling restriction ada dimana-mana, this lovebirds akhirnya bersatu setelah LDR selama hampir setahun. Migration & Adapt during this pandemic while stay in Europe pasti jadi tantangan tersendiri buat mereka. But they succeed! Yeay! So,listen to their exciting story. Yes we know, it’s an hour podcast, but it’s worth it. Trust us

It's not enough to give clients what they want. It's also important to give them what they need. Being a trusted advisor and consultant for your clients can help you to go above and beyond in your efforts to best serve them. In this episode, Richard Kopelman, CEO and managing partner of Aprio, explains the importance of bringing head and heart to the table, which boosts not only the client's business but your own, too.  Get the full show notes and more resources at https://TheUniqueCPA.com

Decision Vision Episode 48: Should I Hire a Business Development Professional? – An Interview with Susan O’Dwyer, Aprio, and Ann McDonald, Morris Manning & Martin, LLP What qualities should I look for in a business development professional? What makes a business development professional successful? The answers to these questions and much more come in this […] The post Decision Vision Episode 48: Should I Hire a Business Development Professional? – An Interview with Susan O’Dwyer, Aprio, and Ann McDonald, Morris Manning & Martin, LLP appeared first on Business RadioX ®.

Scaling Up Services is a podcast devoted to helping founders, partners, CEOs, key executives, and managers of service-based businesses scale their companies faster and with less drama. Have each episode delivered to your inbox by subscribing here: http://www.scalingupservices.com/subscribe

This week on “In Process: Conversations about Business in the 21st Century,” we continue our third annual series of podcast episodes dedicated to the topic of preparing to sell your business. In our final installment of our six-part podcast series, Managing Partner, Evelyn Ashley of Trusted Counsel and Partner, John Monahon, speak with Michael Levy, Partner-in-charge of Aprio’s Transaction Advisory Services practice and Yelena Epova, Partner-in-Charge of Aprio’s International Services Practice about financial and tax considerations. Aprio is Georgia’s largest full-service CPA-led advisory firm. For this series of podcast episodes, Trusted Counsel has united with GrowthPoint Technology Partners, Wilmington Trust, Aprio, Xcentric which sold to Right Networks, and OnBoard Security which sold to Qualcomm. Is Your Business Ready to Sell?” For more information, and to download our free e-book, visit our virtual event happening now at www.preppingtheprincess.com. During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about: The current state of the M&A market The CPA’s role in due diligence Importance of an audit and other financial reports Missed opportunities Pros and cons of earn-outs Don’t miss a single episode of our podcast show! Subscribe to our show In Process Podcast on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Ask your questions or share your feedback at inprocess@trusted-counsel.com. Connect with Trusted Counsel on Twitter @InProcess and connect with Trusted Counsel on LinkedIn. About Trusted Counsel Trusted Counsel (Ashley), LLC provides seasoned, practical and confidential legal services for businesses. Based in Atlanta, Georgia this corporate and intellectual property law firm is dedicated to serving the unique needs of companies, investors and legal departments. Trusted Counsel’s attorneys make a difference. Their focus is to guide and empower clients with exceptional legal counsel, knowledge and tools that lead to practical, informed business decisions. Trusted Counsel’s Managing Partner Evelyn Ashley and Partner John Monahon co-host “In Process: Conversations about Business in the 21st Century,” a podcast where national guests are interviewed on emerging business trends, ideas and techniques. Visit trusted-counsel.com for more information. Did you enjoy this episode? Please share with someone who might benefit from listening and kindly give us a review.

This week on “In Process: Conversations about Business in the 21st Century,” we continue our third annual series of podcast episodes dedicated to the topic of preparing to sell your business. In this fifth installment of our six-part podcast series, Managing Partner, Evelyn Ashley of Trusted Counsel and Partner, John Monahon, speak with Alvina Lo, Chief Wealth Strategist of Wilmington Trust. She oversees the wealth planning, strategic advice, and thought leadership services for Wilmington Trust’s fast-growing wealth advisory division. Wilmington Trust is a premier provider of wealth and institutional services for M&T Bank, one of the most financially sound and successful companies in the U.S. financial services industry. Many entrepreneurs and business leaders tend to put off thinking about selling their business, and what will happen to their assets without them, until it’s too late. The results of not planning ahead of time are often felt by families as well as business partners. From freezing assets to maintaining life insurance policies on key partners, there are many ways to protect a business that needs to be part of the conversation. Listen to this very informative conversation about estate planning and your business. For this series of podcast episodes, Trusted Counsel has united with GrowthPoint Technology Partners, Wilmington Trust, Aprio, Xcentric which sold to Right Networks, and OnBoard Security which sold to Qualcomm. Is Your Business Ready to Sell?” For more information, and to download our free e-book, visit our virtual event happening now at www.preppingtheprincess.com. During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about: Wilmington Trust Estate planning strategies with respect to recent tax reform Business transition planning Modern trust law Don’t miss a single episode of our podcast show! Subscribe to our show In Process Podcast on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Ask your questions or share your feedback at inprocess@trusted-counsel.com. Connect with Trusted Counsel on Twitter @InProcess and connect with Trusted Counsel on LinkedIn. About Trusted Counsel Trusted Counsel (Ashley), LLC provides seasoned, practical and confidential legal services for businesses. Based in Atlanta, Georgia this corporate and intellectual property law firm is dedicated to serving the unique needs of companies, investors and legal departments. Trusted Counsel’s attorneys make a difference. Their focus is to guide and empower clients with exceptional legal counsel, knowledge and tools that lead to practical, informed business decisions. Trusted Counsel’s Managing Partner Evelyn Ashley and Partner John Monahon co-host “In Process: Conversations about Business in the 21st Century,” a podcast where national guests are interviewed on emerging business trends, ideas and techniques. Visit trusted-counsel.com for more information. Did you enjoy this episode? Please share with someone who might benefit from listening and kindly give us a review.

This week on “In Process: Conversations about Business in the 21st Century,” we continue our third annual series of podcast episodes dedicated to the topic of preparing to sell your business. In this fourth installment of our six-part podcast series, Partner, John Monahon of Trusted Counsel speaks with firm colleagues Partner, Allen Bradley and Attorney Valerie Barton regarding the legal side of selling a business. Trusted Counsel has led numerous businesses through the exit process and this interview provides very practical advice on what business owners need to do now to prepare legally to get their legal house in order, before an exit. For this series of podcast episodes, Trusted Counsel has united with GrowthPoint Technology Partners, Wilmington Trust, Aprio, Xcentric which sold to Right Networks, and OnBoard Security which sold to Qualcomm. Is Your Business Ready to Sell?” For more information, and to download our free e-book, visit our virtual event happening now at www.preppingtheprincess.com. During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about: The importance of paying attention to contracts Tax issues to understand when preparing to sell a business The importance of having a team of advisors The letter of intent The difference between a stock versus an asset sale Don’t miss a single episode of our podcast show! Subscribe to our show In Process Podcast on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Ask your questions or share your feedback at inprocess@trusted-counsel.com. Connect with Trusted Counsel on Twitter @InProcess and connect with Trusted Counsel on LinkedIn. About Trusted Counsel Trusted Counsel (Ashley), LLC provides seasoned, practical and confidential legal services for businesses. Based in Atlanta, Georgia this corporate and intellectual property law firm is dedicated to serving the unique needs of companies, investors and legal departments. Trusted Counsel’s attorneys make a difference. Their focus is to guide and empower clients with exceptional legal counsel, knowledge and tools that lead to practical, informed business decisions. Trusted Counsel’s Managing Partner Evelyn Ashley and Partner John Monahon co-host “In Process: Conversations about Business in the 21st Century,” a podcast where national guests are interviewed on emerging business trends, ideas and techniques. Visit trusted-counsel.com for more information. Did you enjoy this episode? Please share this episode with someone who might benefit from listening and kindly give us a review.

This week on “In Process: Conversations about Business in the 21st Century,” we continue our third annual series of podcast episodes dedicated to the topic of preparing to sell your business. In this third installment of our six-part podcast series, Partner, John Monahon of Trusted Counsel speaks with Massachusetts Executive, Peter Paglia. Paglia led two businesses through the exit process in the 2000s. He is the former President and CEO of Azimuth Systems that was acquired by Anritsu, a Japanese public company in 2016. He is also the former COO and Chief Revenue Officer of OnBoard Security, Inc., a top cyber security solutions provider for automotive and IoT organizations. He led the sale of OnBoard Security, Inc. to Qualcomm Technologies Inc. (QTI) in 2019. For this series of podcast episodes, Trusted Counsel has united with GrowthPoint Technology Partners, Wilmington Trust, Aprio, Xcentric which sold to Right Networks, and OnBoard Security which sold to Qualcomm. Is Your Business Ready to Sell? For more information, and to download our free e-book, visit our virtual event happening now at www.preppingtheprincess.com. During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about: Paglia’s early career and background How Paglia rose the ranks to become an executive Key factors that led him to decide to sell two business Preparing the businesses for sale Lessons learned Don’t miss a single episode of our podcast show. Subscribe to our show In Process Podcast on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Ask your questions or share your feedback at inprocess@trusted-counsel.com. Connect with Trusted Counsel on Twitter @InProcess and connect with Trusted Counsel on LinkedIn. About Trusted Counsel Trusted Counsel (Ashley), LLC provides seasoned, practical and confidential legal services for businesses. Based in Atlanta, Georgia this corporate and intellectual property law firm is dedicated to serving the unique needs of companies, investors and legal departments. Trusted Counsel’s attorneys make a difference. Their focus is to guide and empower clients with exceptional legal counsel, knowledge and tools that lead to practical, informed business decisions. Trusted Counsel’s Managing Partner Evelyn Ashley and Partner John Monahon co-host “In Process: Conversations about Business in the 21st Century,” a podcast where national guests are interviewed on emerging business trends, ideas and techniques. Visit trusted-counsel.com for more information.

This was one of the technologies where the guidance we have is really not up to speed in the way that the technology has been moving and evolving. GBD76 Jagruti Solanki has spent more than a decade at Atlanta-based Aprio, a leading CPA firm with a growing global clientele. An assurance partner specialising in technology and blockchain, she tells Mballa Mendouga (AICPA & CIMA, Durham, NC) about 'smart' contracts, internal controls of digital assets, and how to use blockchain for proper financial reporting. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. OUR GUEST Jagruti Solanki is an assurance partner at Aprio, based in Atlanta, Georgia, and specialises in Technology and Blockchain. Jagruti and the blockchain team at Aprio are pioneers in blockchain accounting, having provided tax, audit, audit readiness, risk-assurance and consulting services to companies on blockchain for over six years. In 2018, she received the AICPA’s Innovative Practitioner of the Year Award for her work on blockchain accounting and in 2019 was recognised as one of "Atlanta Inno's 50 on fire". Jagruti is a frequent speaker on topics related to emerging tech and delivers presentations across the US. Connect with her on LinkedIn here. FURTHER RESOURCES ON BLOCKCHAIN. * The AICPA offers a comprehensive "Blockchain Fundamentals for Accounting and Finance Professionals Certificate" course (fees apply). * Get this free-to-read primer on the CGMA Store website which answers the question "How will blockchain change accounting?" MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News Share: Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn network. * Send to Twitter * Auto-share on your Facebook page * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

This week on “In Process: Conversations about Business in the 21st Century,” we continue our third annual series of podcast episodes dedicated to the topic of preparing to sell your business. According to a 2019 business trends study, 48% of business owners who want to sell have no exit strategy and many business owners are unprepared to sell. In this second installment of our six-part podcast series, Managing Partner, Evelyn Ashley and John Monahon of Trusted Counsel speak with Trey James, co-founder and (former) CEO of Atlanta-based Xcentric, a managed network services company, that sold to Right Networks in 2017. Trey is also a technology thought leader to the accounting profession who is recognized as one of the 100 most influential people in the industry by Accounting Today. In this in-depth interview, he discusses the founding of Xcentric, the business model, and the industry externalities that eventually led him down the path to sell. Trey says, “what I learned in the end is that selling a business is just as energizing as growing a business because there’s a whole lot that happens after selling that can so much more interesting that what you’re doing in that business.”   Today, the expanded Right Networks continues to offer Xcentric’s complete cloud solution and is accelerating the growth of their customer base while providing exceptional customer service. Overall, the acquisition was positively received by Xcentric employees and the customers. For this series of podcast episodes, Trusted Counsel has united with GrowthPoint Technology Partners, Wilmington Trust, Aprio, Xcentric which sold to Right Networks, and OnBoard Security which sold to Qualcomm to prepare “Prepping the Princess for the Party: Is Your Business Ready to Sell?” For more information, and to download our free e-book, visit our virtual event happening now at www.preppingtheprincess.com. During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about: The humble beginnings of Xcentric What eventually lead James to decide to sell the business Choosing the right investment banker Lessons learned from selling a business

This week on “In Process: Conversations about Business in the 21st Century,” we begin our third annual series of podcast episodes dedicated to the topic of preparing to sell your business. According to a 2019 business trends study, 48% of business owners who want to sell have no exit strategy and many business owners are unprepared to sell. In the first installment of our six-part podcast series, Managing Partner, Evelyn Ashley and Valerie Barton of Trusted Counsel speak with Vijay Rawat, the Managing Director GrowthPoint Technology Partners for his insight. GrowthPoint Technology Partners is a Silicon Valley based technology investment bank that provides financial and M&A advisory services to technology companies. Trusted Counsel has united with GrowthPoint Technology Partners, Wilmington Trust, Aprio, Xcentric which sold to Right Networks, and OnBoard Security which sold to Qualcomm to prepare “Prepping the Princess for the Party: Is Your Business Ready to Sell?” For more information visit our virtual event at www.preppingtheprincess.com During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about: How companies can ensure deal success Factors that could impact M&A activity in the year ahead The difference between a financial buyer and a strategic buyer Factors that make a business sellable Three categories of buyers along with challenges and opportunities for each

Distributed Health 2018 mini interviews 1. Kamal Obbad – CEO of Nebula Genomics (https://www.nebula.org/) 2. Tyler Penrod – CTO at Recovery Unplugged (https://www.recoveryunplugged.com/) 3. Jason O’Meara - Senior Director of Architecture at Quest Diagnostics discussing the Synaptic Alliance (https://www.synaptichealthalliance.com/) 4. Teresa J. Walker – Law Firm Management Guru and COO of Waller Lansden Dortch & Davis, LLP (http://www.wallerlaw.com/) 5. Cory Pitt – Personal Digital Spaces 6. David Boswell – Developer/Director of Ecosystem at Hyperledger Linux Foundation 7. Himanshu Verma – CEO of Consilx (http://www.consilx.com/) 8. Jason Bierly, CPA - Senior Tax Manager at Aprio (https://www.aprio.com/) 9. Najib Ben Brahim – CEO Telehealth Management LLC (https://www.telehealthmgt.com/) 10. JC Crawford – Networking Sales Specialist (Tennessee) Citrix (https://www.citrix.com/) 11. Khrys Hatch - Capital Formation Research Coordinator at Launch Tennessee (https://launchtn.org/) 12. Dominique Hurley – VP, Strategic Partnerships and Innovation at HealthVerity (https://healthverity.com/) 13. Dr. Tal Rapke – Founder and CEO of ScalaMed (Winner of Distributed Health 2018 Investor Pitch Competition) (https://www.scalamed.com/)

Welcome to An Hour in the garden no 80First of all, so sorry for last week. (Grandchildren + bug = wiped out!)I finally got into thegarden and harvested cabbages and potatoes and spent the ‘recovery’ time watching the leaves falling, so we do into a little about how and why leaves fall - after all, it can’t just be the wind, it gets windy in the Summer too and the leaves don’t fall at all.The thing is, for many reasons, a layer of cork appears at the end of the leaf, which is more brittle, and so consequently, the leaf eventually falls off under pressure.Quite why is a different story. Many explanations are given, but they don’t always fit the bill, and it seems to me there are combinations of reasons for the effect.We go on to look at some plants I am buying this autumnBroadbean:Aquadulce for sowing nowOscar and Robin Hood for laterCabbage:Getting plants of Aprio, Wheelers Imperial and Winter GreenPlus Savoy for next year, though this year I have been sowing All Year RoundCarrot:Aron F1, Berlicum and and FlyawayCauliflower:You can’t beat the old favourite All Year RoundCelery:Golden Self BlanchingGarlicBohemian Rose Wight from PragueCarcasonne Wight - lovely flavourCaulk Wight - pink striped from RussiaTwo old favourites:Early Purple Wight and Solent Wight

Welcome to An Hour in the garden no 80First of all, so sorry for last week. (Grandchildren + bug = wiped out!)I finally got into thegarden and harvested cabbages and potatoes and spent the ‘recovery’ time watching the leaves falling, so we do into a little about how and why leaves fall - after all, it can’t just be the wind, it gets windy in the Summer too and the leaves don’t fall at all.The thing is, for many reasons, a layer of cork appears at the end of the leaf, which is more brittle, and so consequently, the leaf eventually falls off under pressure.Quite why is a different story. Many explanations are given, but they don’t always fit the bill, and it seems to me there are combinations of reasons for the effect.We go on to look at some plants I am buying this autumnBroadbean:Aquadulce for sowing nowOscar and Robin Hood for laterCabbage:Getting plants of Aprio, Wheelers Imperial and Winter GreenPlus Savoy for next year, though this year I have been sowing All Year RoundCarrot:Aron F1, Berlicum and and FlyawayCauliflower:You can’t beat the old favourite All Year RoundCelery:Golden Self BlanchingGarlicBohemian Rose Wight from PragueCarcasonne Wight - lovely flavourCaulk Wight - pink striped from RussiaTwo old favourites:Early Purple Wight and Solent Wight

This week on Trusted Counsel’s podcast show “In Process: Conversations about Business in the 21st Century,” Managing Partner, Evelyn Ashley moderated a panel discussion (which was audio recorded on site) on learning about the process and benefits about certifying a woman owned business. Trusted Counsel, a corporate and intellectual property law firm is a certified woman owned business. The panelists were; Roz Lewis, President and CEO of the Greater Women’s Business Network®(GWBC®) the Southern Region’s certifying organization for the Women’s Business Enterprise Counsel (WBEC) and Deb Mackins who serves on the GWBC® and is Georgia Power’s representative to GWBC® from their Supplier Diversity and Development Department. Deb provides her insight from the perspective of a company that utilizes certified women owned businesses for services. This panel discussion was open to the public in Atlanta and registration was required. The event was sponsored by Trusted Counsel and Aprio in Atlanta, GA. The event was organized by Launchpad2X, an intensive boot camp and master class program that focuses on what women entrepreneurs need to break through confidence barriers, achieve goals, and manage growth. About Trusted Counsel: Trusted Counsel provides seasoned, practical and confidential legal services for businesses. We are a corporate and intellectual property law firm dedicated to serving the unique needs of companies, investors and legal departments. Our focus is to guide and empower you with exceptional legal counsel, knowledge and tools that lead to practical, informed business decisions. About Aprio: Since 1952, clients throughout the U.S. and across more than 40 countries have trusted Aprio for guidance on how to achieve what’s next. As a premier, CPA-led professional services firm, Aprio delivers advisory, assurance, tax and private client services to build value, drive growth, manage risk and protect wealth. With proven expertise and genuine care, Aprio serves individuals and businesses, from promising startups to market leaders alike. During the course of the podcast, entrepreneurs, women business owners and C-level executive will learn: About the certification process The difference between a woman owned business and a woman owned businesses that is certified Resources and information to help develop a woman owned business or a minority business What to do once your business gets certified To learn more about The Greater Women’s Business Council and their certification process, programs and resources, visit their website at www.gwbc.biz Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone.

David shares some exciting news that the firm that bought Blake's cloud bookkeeping startup (HPC) is itself getting acquired — by a Top 100 CPA firm (Aprio). HPC is a 100% online accounting firm.  Speaking of remote work, Blake shares news that Vermont is offering to reimburse up to $10,000 over two years to new residents who relocate to the state to work remotely for out of state employers. And finally, Blake & David discuss the flurry of new app updates and features that were released the past few weeks.

This week on “In Process: Conversations about Business in the 21st Century” (Trusted Counsel’s bi-weekly podcast show), we begin our series of podcasts dedicated to the topic of preparing your business for sale. This series leads up to the physical event we are hosting at 5:30 p.m., on Thursday, Apr. 19, 2018, in Atlanta titled, "Prepping the Princess for the Party: Is Your Business Ready to Sell?" In the first installment of our six-part podcast series, show hosts Evelyn Ashley and John Monahon speak with Aprio’s Michael Levy, partner-in-charge of Transaction Advisory Services, and Yelena Epova, partner-in-charge of International Services, about financial and tax considerations. Aprio is Georgia's largest full-service CPA-led advisory firm. During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about the: Current state of the M&A market Tax changes and implications to consider Why due diligence is essential and the types of advisors you need Importance of an audit and other financial reports   Options for structuring a deal Pros and cons of earn-outs Did you enjoy the podcast? Please give us a review and share the episode with anyone you know who would benefit.

Widespread misperceptions exist in terms of foreign firms establishing new operations in the United States. We hear it all. Product liability claims. It’s expensive. The process is too complicated. While there are processes to follow, requirements to meet, and some cultural differences to overcome, in reality, the United States is still one of the best places in the world to set up operations. The World Bank actually rates 189 countries each year, and the United States is rated No. 8 in the world for ease of setting up operations. This week in In Process, Yelena Epova, partner-in-charge of International Services at Aprio; and Karen Weinstock, managing attorney at Weinstock Immigration Lawyers, discuss: What makes the United States an attractive market for foreign companies The questions foreign business owners should ask if they’re considering coming to the United States How to recognize and overcome cultural challenges Immigration procedures and the different types of visas Timelines for establishing a U.S. operation