Podcast appearances and mentions of geni whitehouse

Randy Crabtree welcomes Geni Whitehouse, an influential figure in the accounting profession known for her diverse roles including founder of The Impactful Advisor, ITA president, and winery consultant, on Episode 209 of The Unique CPA. Geni talks about things that made a difference in her career trajectory, highlighting her transition from an uninspired CPA to a passionate advocate for enhancing the accounting profession and the experiences of everyone involved. She stresses effective communication, the power of humor in public speaking, and the need to connect and make an impact. Geni's commitment to training and mentorship—and her experiences in stand-up comedy and TED Talks—underscore her mission to make accounting a better profession. Get the full show notes and more resources at TheUniqueCPA.com

Episode 224 Botkeeper Presents AI UNCHAINED On October 8-10 2024, in Santa Rosa California LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799) https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc FACULTY: Tim Petrey, CPA CLASS: #TheGuide In this episode of the podcast, Scotty interviews Tim Petrey, CPA about his approach to firm growth with gratitude. Tim shares his journey from washing semi trucks to building a successful CPA firm and several other ventures. Tim emphasizes paying it forward, work-life balance, and the necessity of hiring great people. He also offers valuable advice to Accounting High students.

With Seth Finebergfor CPA TrendlinesGenie Whitehouse, CPA.CITP, the "Countess of Communication" for Brotemarkle, Davis & Co., LLP (BDCo), says you must meet your clients where they are and understand their personalities to better communicate with them. Doing so, she says, will provide the ultimate value for your clients.In this episode, Whitehouse discusses strategies for improving client communication and efficiency in tax preparation, emphasizing the importance of productivity tools, workflows, and shared files. Whitehouse highlights the need to tailor communication methods to meet client preferences and leverage new tools and technologies to provide interactive and insightful financial information. She also explores the crucial role of communication in tax consulting and accounting, emphasizing the need for empathy, understanding, and adaptability in addressing clients' needs.See Six More Takeaways here

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry.  Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Interesting: 52 Ways Even a Nerd Can Be Heard," discusses the latest trends in her membership base, the importance of niche advisory services, and effective communication strategies.  Join us as we explore insights into talent acquisition and dive deep into various industry-specific challenges and opportunities. The listener will learn about the book "How to Make a Boring Subject Interesting" and the author's journey from being a tax professional to finding ways to resonate with clients and deliver value.  They will also learn about leveraging humor, embracing unique qualities, improving communication skills, transitioning to advisory roles, and addressing challenges in the accounting industry.

Rob Brown discusses the future of accounting with special guests Davis Bell, Geni Whitehouse, Geoffrey Brown and Jason Blumer. The panel provides insights into the key challenges and opportunities facing accountants, from talent retention and technology adoption to redefining the role of the modern accountant.The conversation delves into the accounting profession's image problem, with the panel highlighting the need to better communicate the diverse career paths and meaningful work available to aspiring accountants. They also explore the shifts in firm ownership models, the rise of entrepreneurial mindsets, and the importance of accountants embracing a more advisory and future-focused role.The guests share their predictions for the profession, including the changing talent pool, the commoditization of certain services, and the critical need for firms to integrate technology and business analysis skills. Overall, the episode paints a picture of an industry in flux, but one that holds immense potential for those willing to adapt and lead the charge towards a more dynamic and impactful future for the accounting profession.Key Takeaways:1. The accounting profession is facing a talent pipeline challenge, with a need to better retain and attract the next generation of accountants.2. Embracing a more advisory and insight-driven approach is crucial for accountants to remain relevant and add value to clients.3. Firms must adapt their ownership models and business structures to meet the needs and expectations of the incoming generation of leaders.4. Technology and automation will continue to disrupt the profession, presenting both threats and opportunities for accountants.5. Accounting firms should actively seek to integrate business analysis and technology skills into their teams to stay ahead of the curve.Quotes:"We need to start talking about what it means to be a finance and accounting professional much earlier, high school, junior high even, because there's a lot of opportunity there." - Geoffrey Brown"If we can convince some people to keep coming into the profession, I mean, we're going to kill it. We're going to kill it over the next 30 years, I think." - Jason Blumer◣━━━━━━━━━━━━━━━━━━━━◢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 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...

Rob Brown interviews Geni Whitehouse, an accountant turned speaker, author, and trainer who helps CPAs make the transition from compliance work to becoming trusted advisors for their clients. They discuss why technology hasn't replaced accountants, the importance of communication skills for advisors, asking insightful questions, and overcoming the resistance many accountants have to expanding their services. Geni emphasizes that the future of the accounting profession depends on building deeper relationships with clients by uncovering their goals and turning financial data into meaningful insights.Key Takeaways:Technology like AI will augment the work of accountants, not replace them. Accountants will be freed up to focus on more strategic insights.Communication skills, especially listening, are critical for advisors. Asking thoughtful questions is key to understanding client needs.Advisors don't impose solutions. They collaborate with clients to develop custom strategies based on their goals.Accountants have invaluable financial knowledge but need to learn to convey it visually for clients.Firms need to help accountants find time for learning and collaboration to expand their advisory skills."Technology, is going to be the final liberating force in our lives that allows us to do the stuff that we really want to do."◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering: https://accountinginfluencers.com/events. Great to build your personal brand and make valuable industry connections in return for a small donation to charity.◣━━━━━━━━━━━━━━━━━━━━◢Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. 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 out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. https://www.linkedin.com/in/therobbrownYou can also check out all shows on the Accounting Influencers YouTube Channel

Geni Whitehouse is a CPA and the President of the ITA, the Founder of The Impactful Advisor, and a consultant to wineries in the Napa Valley. Whitehouse's resume includes roles at Top 100 and niche accounting firms, accounting software developers, consulting and advisory practices, and private industry. In her role at the ITA, she has a mandate to help lead members through an unprecedented era of change, growth and transformation in the accounting and technology sectors, from ongoing staff shortages to private equity investment in firms to the swift entry of generative AI across sectors.  Summary The rapid pace of change in the accounting profession. Genie White House discusses the unprecedented pace of change in the accounting and technology sectors. Evolving accounting profession through curiosity and innovation. Geni emphasizes the importance of curiosity and seeking alternative solutions for clients, rather than relying on the same group of people at events. The gap between those who attend events and those who are not aware of the opportunities and innovation available is a concern, as it leads to a lack of evolution and progress in the accounting profession. Work-life balance and professional fulfillment for accountants. Geni expresses frustration with the low-value work that accountants are consumed with, and the internal desire for something more rewarding. Ed Kless agrees, noting that accountants are often too busy to raise their prices or prioritize their own needs, leading to a battle within themselves to elevate the value of their work. The future of accounting and bookkeeping professions. Geni highlights the challenge of attracting new talent to the accounting profession, with fewer people graduating with accounting degrees and the CPA profession facing a shortage of new entrants. Geni suggests that accountants should adopt a more advisory role, rather than trying to be the experts, in order to better serve clients and remain relevant in the industry. Asking questions to add value to clients and personal heroes. Geni shares their approach to adding value to clients by asking open-ended questions to understand their needs and challenges. Geni's hero is her late father, who made her feel safe and supported her potential as a girl in a sports-loving family.

Geni Whitehouse is a CPA and the President of the ITA, the Founder of The Impactful Advisor, and a consultant to wineries in the Napa Valley. Whitehouse's resume includes roles at Top 100 and niche accounting firms, accounting software developers, consulting and advisory practices, and private industry. In her role at the ITA, she has a mandate to help lead members through an unprecedented era of change, growth and transformation in the accounting and technology sectors, from ongoing staff shortages to private equity investment in firms to the swift entry of generative AI across sectors.  Summary The rapid pace of change in the accounting profession. Genie White House discusses the unprecedented pace of change in the accounting and technology sectors. Evolving accounting profession through curiosity and innovation. Geni emphasizes the importance of curiosity and seeking alternative solutions for clients, rather than relying on the same group of people at events. The gap between those who attend events and those who are not aware of the opportunities and innovation available is a concern, as it leads to a lack of evolution and progress in the accounting profession. Work-life balance and professional fulfillment for accountants. Geni expresses frustration with the low-value work that accountants are consumed with, and the internal desire for something more rewarding. Ed Kless agrees, noting that accountants are often too busy to raise their prices or prioritize their own needs, leading to a battle within themselves to elevate the value of their work. The future of accounting and bookkeeping professions. Geni highlights the challenge of attracting new talent to the accounting profession, with fewer people graduating with accounting degrees and the CPA profession facing a shortage of new entrants. Geni suggests that accountants should adopt a more advisory role, rather than trying to be the experts, in order to better serve clients and remain relevant in the industry. Asking questions to add value to clients and personal heroes. Geni shares their approach to adding value to clients by asking open-ended questions to understand their needs and challenges. Geni's hero is her late father, who made her feel safe and supported her potential as a girl in a sports-loving family.

In this episode, I interview Geni Whitehouse, CPA, co-founder of Solve Services, and a Level 5 Advisor and Coach at www.TheImpactfulAdvisor.com. Geni is an advocate for unlocking the magic in numbers for business owners. Geni and I share a conversation about the current opportunities in advisory: Setting frameworks, showing accounting impact, and exploring niche services.

Geni Whitehouse left a career in an accounting firm to help people tell their stories in a more interesting way. She says one key to making your stories more interesting is to understand the four types of personalities in your audience.Recorded live: at the NWPPA's NIC

Break free from the fear that's holding you back, and let your accounting practice soar over the rainbow of success. Join us in this eye-opening episode as our guest, Geni Whitehouse, shares her journey from a CPA firm partner trapped in a cycle of overwork and underappreciation to a thriving advisory expert and speaker. Geni shares the mindset shift that accountants might just need to create the accounting practice they've always dreamed of. She shares how difficult it was for her to get out of her hell loop, but then, with a wake-up call and a brave decision to start investing in herself, she redefined her value and transformed her life. Geni discusses how accountants don't have to settle, sharing strategies on setting minimum pricing, getting deposits, and attracting clients who appreciate your expertise. Don't wait for a crisis to force change—take control of your accounting practice, value your worth, and get over the rainbow of fear. Tune in now!

What if you could gain the confidence to embark on an advisory journey and transition your business smoothly into this new venture? In our latest episode, we get to chat with Geni Whitehouse, the founder of Impactful Advisor, who generously shares her knowledge on consulting and advisory services. Geni, with her unique experiences and innovative approach, affirms the significance of operational and customer service elements in any successful advisory firm.Geni Whitehouse's step-by-step training course equips you with the right questions to ask your clients and the tools to navigate the intricacies of consulting and advisory services. She elaborates on the benefits of her subscription-based online training, a treasure trove of recorded videos, downloadable tools, and PowerPoints. This comprehensive training fosters insightful client conversations and improved service delivery. Moreover, Geni reveals how to construct data dashboards atop operational systems to make data more meaningful, helping you to align better with your client's business tracking mechanisms.Geni meticulously explains her framework for consulting, emphasizing evaluating what's working and what needs improvement, understanding the client's ideal outcome, and identifying levers to help them reach their goals. If you are seeking insights on how to improve business performance, creating engagement, and effectively selling advisory services, this episode is a must-listen!

In this episode, Blake and David cover the downfall of Mattel's co-founder and Barbie inventor, Intuit's new ad network that allows businesses to target specific audiences using data from QuickBooks Online, and the increasing rate of deficiencies in public company audits. They also discuss the detrimental effect of the 150-hour rule on students pursuing careers in accounting, the availability of a malicious code-writing tool called Fraud GPT on the dark web, and the use of AI in customer support and sales calls. Sponsors OnPay - https://cloudaccountingpodcast.promo/onpayRelay - https://cloudaccountingpodcast.promo/relayForwardly - https://cloudaccountingpodcast.promo/forwardlyChapters (00:04) - Be prepared for higher prices because of AI (01:05) - What does Barbie have to do with accounting? (05:03) - Intuit is launching an ad network (11:58) - As much as 40% of audits in 2022 could be deficient (20:48) - Why are students switching majors away from accounting? (25:57) - IRS will no longer do any unannounced visits (27:14) - Hunter Biden saga update (28:54) - Sage announces latest earnings (30:34) - FraudGPT - dark web service (32:08) - Real-life example of AI use case for a company (36:53) - New conversational AI Air demo sales call (41:40) - ChatGPT introduces custom instructions (42:26) - Plaid announces deal with Cross River Banks (44:19) - Blake reads some Youtube comments on the TurboTax video (48:56) - A few quick final stories (52:53) - Wrap up and where to reach us Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow Notes22 years after the $63 billion Enron collapse, a key audit review board finds the industry in a 'completely unacceptable' statehttps://fortune.com/2023/07/26/pcaob-audit-completely-unnacceptable-error-rate-enron-big-4-consulting/ 150-hour requirement seen as a significant barrier to accounting by young peoplehttps://www.accountingtoday.com/news/150-hour-requirement-seen-as-a-significant-barrier-to-accounting-by-young-people The Sage Group plc (SGGEF) Q3 2023 Earnings Call Transcripthttps://seekingalpha.com/article/4620753-sage-group-plc-sggef-q3-2023-earnings-call-transcript Plaid Taps Cross River to Offer Real-Time Payments           https://www.pymnts.com/real-time-payments/2023/cross-river-teams-with-plaid-to-offer-real-time-payments/ Sage sees solid growth in Q3https://www.enterprisetimes.co.uk/2023/07/28/sage-sees-solid-growth-in-q3/ Intuit Launches B2B Ad Network Targeting Small Business Owners              https://www.mediapost.com/publications/article/387583/intuit-launches-b2b-ad-network-targeting-small-bus.html Unannounced IRS revenue officer visits discontinued        https://proconnect.intuit.com/taxprocenter/tax-law-and-news/unannounced-irs-revenue-officer-visits-discontinued/ U.S. Accounting Watchdog Flags 'Unacceptable' Increase in Audit ...           https://money.usnews.com/investing/news/articles/2023-07-25/u-s-accounting-watchdog-flags-unacceptable-increase-in-audit-deficiencies IRS good at addressing cyberthreats, but not documenting themhttps://www.accountingtoday.com/news/report-says-irs-good-at-addressing-cyberthreats-but-not-at-documenting-them-later Exclusive: Mailchimp Owner Intuit Launches Media Network for Small Businesseshttps://www.adweek.com/programmatic/exclusive-mailchimp-owner-intuit-launches-media-network-for-small-businesses/ New AI Tool 'FraudGPT' Emerges, Tailored for Sophisticated Attackshttps://thehackernews.com/2023/07/new-ai-tool-fraudgpt-emerges-tailored.html Accounting Watchdog Expects Deficiencies in 40% of Public-Company Audits in 2022 - WSJ             https://www.wsj.com/articles/accounting-watchdog-expects-deficiencies-in-40-of-public-company-audits-in-2022-badfcda All About Barbie Inventor Ruth Handler: Where She Is Todayhttps://www.womenshealthmag.com/life/a44610455/ruth-handler-barbie/ How Vector Media transformed its customer support with AI | Zapierhttps://zapier.com/blog/nations-largest-ad-transit-company-transformed-customer-support-with-ai/ theCAQ.org | Significant Barriers Deter Students from Pursuing a Degree in Accounting, According to CAQ Report https://www.thecaq.org/pipelineresearch2023 IRS whistleblowers accuse Hunter Biden during congressional hearing | Accounting Todayhttps://www.accountingtoday.com/news/irs-whistleblowers-accuse-hunter-biden-during-congressional-hearing Want to Search PCAOB Inspection Reports By How Many Screw-Ups an Audit Firm Made? You Can Now Do That - CPA Practice Advisor https://www.cpapracticeadvisor.com/2023/07/20/new-online-tools-pcaob-inspection-reports/82128/ Custom instructions for ChatGPT               https://openai.com/blog/custom-instructions-for-chatgpt Taxfyle Announces Industry-Leading Generative Artificial Intelligence (AI) Solution - EIN Presswirehttps://www.einnews.com/pr_news/643347250/taxfyle-announces-industry-leading-generative-artificial-intelligence-ai-solution Opening Remarks - The CPA Journal         https://www.cpajournal.com/2023/07/17/opening-remarks-munter-jones/ Eric Vyacheslav on LinkedIn: This is incredible

Season 4 Episode 90 Accounting High is supported by our Booster Club Thank you LiveFlow! LiveFlow - Advanced financial reporting on autopilot.  LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out: https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH FACULTY: Terrell Turner CLASS: #How2RAP TITLE: How to Run an Accounting Practice (RAP) Pt 1: Introducing the Book In this podcast episode, Scott interviews Terrell Turner, the Accounting High Librarian, for the first episode of "How to RAP." The episode explores the parallels between rap music and the accounting profession, discussing the need for accountants in the face of new technology and the importance of adopting a client-centric approach. An introduction to the book and its relevance to the accounting profession. The reveal of the book's title, which sets the stage for the discussion. Drawing parallels between rap music and the accounting profession, highlighting the importance of storytelling and creativity. Exploring the evolving role of accountants in the face of technological advancements and automation. Bridging the gap between traditional management accounting and the new era of advisory services. Strategies for helping clients and providing value-added advisory services. The concept of looking at things differently to break free from the traditional "hamster wheel" of accounting, including the implementation of the Profit First model. Reflecting on the initial proposal of value pricing and its impact on the accounting industry. Terrell's personal experiences living in Germany and the birth of Cartoon Network, highlighting the effects of changing technology on various industries. Examining the influence of TurboTax and other factors that have disrupted traditional accounting practices. Exploring the connection between rap and accounting, emphasizing the importance of accountants who can speak to and resonate with their clients. Learning from other "rappers" in the industry, drawing inspiration from their approaches and experiences. Shout Outs: Mike Michalowicz, Geni Whitehouse, Acuity --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 4 Episode 83 Accounting High is supported by our Booster Club Thank you LiveFlow!  LiveFlow - Advanced financial reporting on autopilot. LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out: https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH FACULTY: Geni Whitehouse CLASS: #CoolKids TITLE: High Impact through Comedy, Technology, & Advisory (feat. Geni Whitehouse, CPA) In this podcast episode, Scott interviews Geni Whitehouse, the founder of The Impactful Advisor. The episode delves into Geni's journey in the accounting profession, her experiences in the industry, and her fusion of comedy and accounting, the importance of finding one's passion and purpose, and niche expertise. Geni shares her early experiences in high school and the challenges she faced. The story of how Scott and Geni first met and connected. Geni's move to California and her introduction to accounting and the cloud. Her college years and her exploration of programming. Working at Deloitte and gaining valuable experience in the industry. Geni's decision to leave Deloitte and pursue a new job in Atlanta. Joining Sage and discovering her comedic talents and how to incorporate them into her work. Exploring the world of accounting comedians and finding inspiration. How comedy opened up a whole new world for Geni and influenced her approach to her niche. Designing her own life by aligning her passion and purpose. The "basset hound" analogy for living one's best life and finding personal fulfillment. Geni's authenticity and leveraging her strengths to make a difference. Scott's journey in embracing his inner "basset hound." The story behind Scott writing the new rap before going to Vegas. A discussion about the new rap and the process of recording a music video in Vegas. Shout Outs: Deloitte, Avalara, Sage, Peachtree, PeopleSoft, Division Software, Jason Staats, Greg Kyte, Ron Baker, Craig Underhill, Joe Woodard, MentorPlus --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Asking more questions may seem obvious or even unnecessary, but it actually has the power to unlock your full potential as an accountant. In this episode, Geni Whitehouse, CPA and founder of The Impactful Advisor, discusses how asking more questions provides more value to both clients and accountants. She shares how being curious, caring, and concerned about our clients' lives and businesses can lead to significant changes in our practices. Geni also explains that asking important questions has the power to remove the psychological burden of accountants when dealing with their clients. Through this conversation, you can learn how to fire clients who don't align with your values, increase your value as accountants, and raise your prices. With Geni's guidance, you'll discover that by asking more questions, you can unlock your true capacity and create the thriving accounting business environment you deserve. Join us for this powerful episode on the transformative power of asking more questions, and learn how to unlock your full potential as an accountant.   Love the show? Subscribe, rate, review, and share! https://theabundantaccountant.com/

Public speaker, author and accountant, Geni Whitehouse, is this week's guest on the Energy Stoners™ Cafe podcast.  As a Napa Valley winery consultant, and CPA, Geni is a self- proclaimed ‘nerd'. She helps bring the ‘notoriously boring' subject of accounting to light. Through her advisory training programs, she assists her clients by helping them achieve their aspirations. Geni Whitehouse goes beyond mere tax preparation by understanding their aspirations. She discusses these topics and more with host Toni Quest. Guest: www.GeniWhitehouse.com Host: toniquesttv@gmail.com Energy Stoners™ Cafe podcast is the intellectural propoerty of Toni Quest and James H Brooks, producers

A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara's award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT).  If you're considering tax automation, check out AvalaraHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.Connect with Geni Whitehouse:https://www.linkedin.com/in/evenanerd/Connect with Lorilyn Wilson :https://twitter.com/LorilynWilson________________________________________________Full transcript available upon request 

An interesting article on Accounting Today asked the question do you train accountants on tech, or technologists in accounting? Ultimately where we landed was agreeing with Geni Whitehouse who said hire the attitude and train for what you need. The old way of building an accounting firm was to hire more accountants and bookkeepers, but what we know is they're in short supply and they certainly don't want to be doing things the old way. As we were discussing a few common threads became apparent, and if you've been listening to this podcast, then they shouldn't be foreign to you - be very clear about want you want to get out of your business, what you want to do and what you don't want to do. And hopefully that'll help you identify whether or not you want to train accountants on technology or technologists on accounting.To learn more about how MoneyPenny can help your accounting and/or bookkeeping firm visit https://moneypennyllc.com/.And to ask us any questions or share any feedback, please connect with us on LinkedIn or Twitter.Penny Breslin - LinkedIn | @PennyB57Damien Greathead - LinkedIn | @Damien_GH

Being a CPA is challenging, there’s no doubt. When I reflect on CPAs’ challenges, and try to simplify the situation as much as possible, I can distill a few key problems: being a generalist, billing instead of pricing, and focusing on the past instead of desired client outcomes.  If you can figure out your niche, learn to price, and begin to forecast and focus directly on improving the future, many problems will go away.    My guest today is Geni Whitehouse, CPA, Countess of Communication at BD Co, and author: How to Make a Boring Subject Interesting.  And I invited Geni to come on because she’s on the other side of these challenges and I wanted to tap into her expertise and insights.  Frustrated by her inability to drive outcomes for her clients, she landed in the Napa Valley, where she focusing on helping wineries understand their financials.   Benefits of working in a niche: Knows what her winery folks need right away anytime there’s a law change Clients have similar issues Education is focused Get more efficient faster Competitors can’t be an expert across all dimensions. “Where are the edges of your niche? What’s the smallest or largest winery you might take on?” It’s measured by case size rather than revenue, and then we stay inside Napa Valley. Clients are from start-up to family wineries that have teams, but not as big as publicly traded companies.  We spend a lot of time on the interview meeting to determine if they are a fit.  Work with supporting organizations and ancillary products to make sure their clients are being well-served.  If you are scared to niche, decide what you most enjoy, and draw the line around that. Carve out a niche anywhere there are opportunities. You want to be the most valuable to your clients, and focusing allows you to create more value more easily.  You don’t have to know it all, you just have to know what to ask.    Worthwhile quotes from Geni: “Fathom gives a high-level overview that the CEO loves, while keeping all the details clear.”    “Until clients have a good forecast, they are often shooting blind, pouring money down a black hole without any sense of when it stops.”    “Forecasting enables me to show clients where they could go if they changed factors.”   “Reports from Fathom facilitate the conversation, and gave me the confidence to have a conversation that takes rows and columns and turn it into a visual that the client understands.”   “I don’t care what you need, I can help you figure out how to find you own answer.”   “CPAs need 3 things: Mindset, Skillset, Toolset: find the right tool and use it!”   Connect with Geni Whitehouse: Website: https://www.evenanerd.com/   Software mentions: fathomhq.com   Want some help in your CPA firm, but not sure where to start? Schedule a free discovery call with me: https://calendly.com/geraldinecarter/15min   Want to find out what options you might have for working together? More about 1:1 coaching, roadmaps, and DIY courses here: https://shethinksbigcoaching.com/coaching-options

We went live with the legendary Geni Whitehouse and had a blast! https://www.facebook.com/fnlaccountants/videos/638641973730644/

In today's society, there is a lot of pressure to pick a path and stick to it, especially given the cost of going to college. It is all too easy to get into a career that isn't all you'd hoped it would be, and many people stay in jobs that don't make them happy. With the current global pandemic, it has never been more essential for our work to really matter to us. While Geni Whitehouse has built a career she loves, speaking, writing, and sharing her knowledge with others, she didn't always love what she was doing. Geni is a huge proponent of doing what you're passionate about and has devoted her life to encouraging others to chase after what they want to be doing instead of what they think they should be doing. As a CPA, she also has a lot to say about the future of the accounting profession. As innovative technology continues to grow, Geni see's a real opportunity for accountants to shift towards taking on more of an advisory role where they can make a real impact in their clients' lives. To learn more about Geni and her company Even A Nerd Can Be Heard, check out her website or follow her on LinkedIn, Twitter, and Instagram. The Finding Fearless Podcasts primary purpose is to highlight female entrepreneurs' voices. This has been a Fearless Foundry production. All audio is recorded and owned by Fearless Foundry.

Geni Whitehouse, CPA, small business consultant, author, keynote speaker, and really a comedian (!), joined us for this episode of Life In Accounting, the Where Accountants Go podcast. You are really going to find happiness in this episode.  We start by talking about Geni's early career as a tax accountant, and even during that part of the interview you can hear the joy in her voice.  We quickly moved into how her career transitioned into the software training and sales business, and then eventually into keynote speaking, training, and small business consulting. After you listen to this podcast, make sure you check out Geni's website as well for her TEDx talk video, and a link to her book – “How To Make a Boring Subject Interesting:  52 Ways Even A Nerd Can Be Heard”.  I think you will find loads of value in her own resources, as well as the podcast interview of course. Other episodes you may enjoy:  Byron Patrick and Amanda Aguillard. To leave us feedback on our show, or even just ask a question, please click here. To listen in on this episode with Geni Whitehouse, please use the player below.

What if you started your day only to discover all your work was lost? Sadly, it happens. Geni Whitehouse shares the importance of data backups (especially on the cloud) and how simple it is to implement for you and your clients, on this episode of the Grow My Accounting Practice Podcast.

Come get a taste of the best in this interview with Geni Whitehouse. Geni is a winery consultant at Brotemarkle, Davis & Co. in Napa Valley and has been an influencer in the accounting profession for many years. In this episode host Hugh Duffy dives in to talk with Geni about how she learned about the wine industry, the technology and benchmarking tools her firm uses to provide unique value to wineries and what’s on her marketing to-do list. Join us Geni Whitehouse, CPA Twitter Geni Whitehouse, CPA divides her time between working as a winery consultant at Brotemarkle, Davis & Co. in the Napa Valley, working with Mentor Plus to drive the accounting profession forward, and writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects interesting and she is seldom at a loss for topics. She is a regular keynote presenter at CPA and Technology conferences around the country and has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. She was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event. She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry and is the author of “How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard” which is available on Amazon.com.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us  

Download Episode: http://hectorgarcia.com/wp-content/PODCAST/AltaccountantPodcast8.m4a

Download Episode: http://hectorgarcia.com/wp-content/PODCAST/AltaccountantPodcast8.m4a

Download Episode: http://hectorgarcia.com/wp-content/PODCAST/AltaccountantPodcast8.m4a

How to make boring topics interesting with Geni Whitehouse (From AltAccountant Podcast)

To live up to her full professional potential, Geni Whitehouse, CPA, CGMA, became the “Countess of Communication.” It wasn’t easy to become a speaker people listen to, but the result is rewarding on multiple levels. Find out how Geni did it.

Geni Whitehouse shares how her CPA firm carved out a niche serving the wine industry — not just with marketing mumbo jumbo but with a proprietary industry scorecard that created real value for her clients. We discuss what's holding firms back from offering more consulting services, and how to build confidence as a public speaker when you're natural nerdy and shy. Finally, we all complain about how public accounting holds back junior staff from developing communication skills by keeping them away from clients, and why that's a bad thing.

We begin our discussion by talking about sales and consulting. We learn why we should never offer our clients "crutches" and how to spot the symptoms of "random acts of consulting". We end up talking about why it is important that we help clients get up close and personal with data. With Edi Osborne and Geni Whitehouse

California-based accountant Geni Whitehouse shares her unique world view with AccountingWEB's John Stokdyk at the Accelerate 2017 conference in Las Vegas

Impress everyone at your next big presentation with these tips from author and presenter Geni Whitehouse. In today's interview Geni shares some tips you can start using today to make a big impression at your next board or audit committee meeting presentation. All in this episode of Abacus. Let’s Go! The post Impress Everyone at Your Next Big Presentation appeared first on CPA Talent.

Today on the Cloud Stories podcast I’m talking with Bernadette Schwerdt. Bernadette is the author of Secrets of Online Entrepreneurs: How Australia's Online Mavericks, Innovators and Disruptors Built Their Businesses ... And How You Can Too. Bernadette and I are both authors with Wiley Publishing. We publish books with real pages! Every month Wiley sends authors a newsletter about what other authors are doing and I when I read Bernadette had written a book on the topic of successful entrepreneurs – I thought it would be of interest to listeners of this podcast. So I approached her and she kindly agreed. We then played calendar games for a few months and finally I’m excited to share with you that she’s on the show! What I learnt from my conversation with Bernadette is that you don’t need a team of expert in what your business does e.g. if you sell wine you don’t need a sommelier, what you need is a hacker and a hustler.  I’ve been thinking about this quite a lot. In episode 11 of Cloud Stories I spoke with Tejaswi Raghurama at Pipemonk and his job title was Growth Hacker. I need to speak with someone and explore the growth hacker phenomena. Bernadette also shared that she learnt through her interviews that businesses needed to operate quickly and on a bootstring. If they were to fail they needed to fail forward.  Failing forward essentially means you turn your mistakes into stepping stones that move you forward. I hope that hearing about how other successful entrepreneurs have succeeded may help you in your own business. Bernadette is the director of The Australian School of Copywriting, an online training company specialising in the science and art of content marketing. She is the author of the best-selling manual “Writing for Profit” and of the new book “Secrets of Online Entrepreneurs” by Wiley Publishing. She is a columnist with the magazine Inside Small Business, an Ambassador Blogger for Australia Post, a lecturer in marketing and communications at leading universities around Australia and is in demand as a speaker on leadership, entrepreneurship and marketing. When she’s not working in marketing, she moonlights as an actor and appears regularly on TV in iconic shows such as Neighbours, Winners and Losers, Jack Irish and others. In fact I was watching Jack Irish the other night and a lawyer appeared who sounded exactly like Bernadette and I checked the credits and it was her! Jack Irish is a great Australian drama on the ABC at the moment – if you have the chance to watch it. Bernadette’s business The Australian School of Copywriting was formed in 2001, and has trained thousands of students in the art of copywriting. Specialising in providing real-world, practical techniques, students learn how copywriting can not only benefit their small business, but how it can become a main source of income. Here’s an extract from Secrets of Online Entrepreneurs – that I read during the podcast: Morris’s top 10 trends to watch: Lawyers/accountants/service industry Statutory paperwork and routine regulatory forms will all be completed digitally by 2025, leaving service providers to earn their fees, by selling their wisdom, intuition and feelings. As the sea of data rises and possibilities exponentially grow, we will be crying out for wise people to make sense and purpose out of all of it for us. We’ll be searching for experts who can let us know – in advance of use even knowing we need to know it – what to do about it or with it. That’s tomorrow’s service industry’s goldmine. That’s all about understanding and accessing accurate timely big data interpret it, analyse it and communicate it. That’s one of the reasons I invited Geni Whitehouse to be a guest on the show – episode 36 of Cloud Stories – to speak about the importance of communicating in everyday language that small business people understand. Today’s episode is kindly sponsored by Spotlight Reporting. I wanted to share with you a conversation I had during the week. I was speaking with a bookkeeper who had many freelance professionals from the same industry all on Xero. I explained to her that she could use the Spotlight Multi product and she could suck in all of the Xero organisations, and doing that she could rank them, visualise them, benchmark and consolidate them. Breaking that down, she could see the comparisons between revenue earned against cost of sales whether they were in line with the other business and potentially whether there were exceptions that needed further investigation. Using a tool like Spotlight Multi can help you sell your wisdom, your intuition and your feelings. You can graphically look at something and quickly see exceptions that can lead you to understand and react to trends in the business. This in turns improves your ability to manage the business.   Laugh like a drain   In this episode I talk to Bernadette about: Mad Men television series What is copywriting E-books vs books with real pages Importance of all employees to have an online presence which incorporates what they want to be known for How to develop high quality content and re-purpose it across platforms When an online business needs a copywriter How should a business engage a copywriter 7 steps to create a successful online business: purpose, people, planning, profit, positioning, profile, promotion Critical to understand the actual business you are in How Malcolm Turnbull made his millions – it may surprise you! The two people every online business needs is a hacker and a hustler Don’t be obsessed with perfection Fast and quick, think fast and fail forward  Resources mentioned in this interview https://www.shoesofprey.com/ http://au.whogivesacrap.org/  Connect with Bernadette Schwerdt Info@copyschool.com copyschool.com bernadetteschwerdt.com.au     Connect with Heather Smith Click here to sign up to my newsletter http://bit.ly/SignUp4Newsletter Listen to my podcast : http://cloud-stories.com/  Read my latest blog post : http://www.heathersmithsmallbusiness.com/blog/ Visit my website : www.heathersmithsmallbusiness.com  Book time with me heathersmithau.gettimely.com/book   Subscribe to my YouTube channel : https://www.YouTube.com/ANISEConsulting Follow me on Twitter: https://www.twitter.com/HeatherSmithAU Join my FaceBook page : https://www.facebook.com/HeatherSmithAU  Connect with me on LinkedIn : http://www.linkedin.com/in/HeatherSmithAU Add me to your circle on Google + https://plus.google.com/+HeatherSmithAU/posts       

Geni divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and writing, speaking, and tweeting about what some might consider nerdy subjects. As a former partner in a CPA firm, two-time software company executive, and recent CMO of a tech startup, she has a passion for applying technology to solving business problems. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. She is a member of the TEDxNapaValley organizing committee and was the first speaker at their first TEDx event in 2011. In this episode Geni Whitehouse and I discuss: *The importance of communicating in straightforward language that small business people understand *How bookkeepers and accountants can improve their communications skills and in turn increase their bottom line *The accounting and bookkeeping complexities found in the wine industry *Using LinkedIn as a platform to share knowledge with your community. Contact Geni Whitehouse at: https://www.facebook.com/evenanerd https://twitter.com/evenanerd https://www.linkedin.com/in/evenanerd http://www.evenanerd.com/nerd-talk

Geni Whitehouse has gumption.  She was honest enough with herself to realize that she just was not passionate enough about a career she had spent many years working at and becoming successful at. If you have ever wondered what it takes to have the courage to leave a career that just "does not do it for you" then this is the episode for you.  Tune in to find out how Geni discovered a part of herself while honoring her late father’s life and grieving his death. Our losses, illnesses and most often our challenges can be great teachers if we are willing to listen.

Evan's success story from selling his software company at age 19 and his passion to teach entrepreneurs how to be successful.Geni Whitehouse: The Comedian CPA: How she discovered to make any topic interesting and sell her knowledge for top dollars.

34:22 no andrew@thebeancounter.org (Andrew Argue)Andrew ArgueThe Bean Counter is your guide to a successful accounting career! Whether you're in University looking for your first job, or crushing it at your fu

Jason and Greg explore some creative marketing strategies and ask Geni Whitehouse some deep question. July 2013.

Michael Schrage research fellow with the MIT Sloan School's Center for Digital Business and visiting fellow at the Imperial College Business School in London. He is also one of the best read and most commented bloggers on the Harvard Business Review site.His latest ebook  is called 'Who Do You Want Your Customers To Become?  Geni Whitehouse the “comedian CPA.” A self-proclaimed nerd, former technology executive and CPA firm partner. She is a leader in the accounting profession and has been recognized as a Top 100 Influencer, One of 25 Thought leaders, and one of the Most powerful Women in Accounting. She is the author of “How to Make a Boring Subject Interesting Michel Baudin has been consulting since 1987, teaching courses and writing technical books. He intends to keep working with like-minded partners in the Takt Times Group and contributing improvements in the management and technology of manufacturing as a consultant, trainer, and writer  Doug Eastland top producing Realtor serving the Central Texas market. Doug has been helping clients buy and sell homes for over 17 years. Doug is also a best selling author on real estate with his newly released book "The Ultimate Home Buyers Guide"