Podcast appearances and mentions of joshua lance

Today, we are honoring the life of Joshua Lance, CPA, founder of Lance CPA Group, who passed away in October at the age of 40 after a battle with cancer. To commemorate Josh's life, we are playing a eulogy delivered by Kenji Kuramoto at Josh's memorial service this past weekend. Kenji represented the many voices in the accounting profession that Josh was a part of. Kenji shares stories about Josh's humility, thoughtfulness, and influence. Although Josh never sought the spotlight, he became well-known in the accounting world through his steady leadership and generosity of spirit. Josh's presence will be deeply missed in the accounting community.Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Season 4 Episode 3 | Recorded September 2, 2022 Our Accounting High listener survey is right here https://bit.ly/3NRSAfD An episode that's surely worth capping off 2022. Jason Staats, CPA, MBA and Scott (Lil Toddler) Scarano gives us another great talk about everything big and small, and I mean EVERYTHING! Career? Business? Family? Purpose? Contents? Hobbies? You name it. This lengthy episode is no short of topics that'll make you ponder on the things that you've done, how far you've reached, and how much more you can accomplish. From all of us here at Accounting High, Wishing y'all a happy new year! 0 - Previously on #StaatSnacks 4 - The Accounting Celebs Shoutout to Jody Grunden, CPA, Ron Baker, Blake Oliver, CPA, David Barrett 11 - Getting into Vlogs Shoutout to Xero's XeroCon 16 - Attention from others 23 - How do I leave the space for doing all the things I wanna do with them (my kids)? 26 - Our different universes 31 - Get yourself out of the little bubble 38 - Shilling season with Jason Shoutout to Simon Sinek's Infinite Game, Ryan Lazanis, CPA 44 - The old & new context of rivals 47 - It takes a level of confidence to be able to be vulnerable 53 - Jason goes podcasting Shoutout to Gusto, Chad Davis 60 - Storytelling Shoutout to Edward Mendlowitz 64 - It's not because I want to compete, I just want to have a bigger impact Shoutout to Earmark 71 - Rapping and Podcasting Shoutout to Drew Carrick, Twyla Verhelst, CPA 77 - Fears Shoutout to Jason Ackerman, CPA, CFP®, CGMA 82 - Kids love routine, but they don't like authority Shoutout to Joshua Lance, CPA, CGMA 88 - You can only grow one thing effectively at a time 92 - Building a creative empire 97 - Money = Time + Freedom 103 - Accounting High's freshman year Shoutout to Madeline Reeves 107 - I'm bridging all of these different parts of my life into one thing that I could enjoy doing 110 - Wrapping and Rapping up --- Send in a voice message: https://anchor.fm/accountinghigh/message

On this episode of ‘Uniquely Small Biz' from Selective Insurance, Carolyn McArdle talks with Joshua Lance, Managing Director of the Lance CPA Group, a virtual certified accounting firm built to help craft breweries and digital agencies grow and manage their businesses. Together, Josh and Carolyn chat about his story, discuss his work with the Lance CPA group, and even share a little bit of insight into what's driving his entrepreneurial spirit. Later, you'll hear from the Assistant Vice President of Business Development & Analysis at Selective Insurance, Brad Wilson. He sits down to discuss how Selective is making resources available for accounting firms and small businesses to utilize to build and protect their companies. So hit play and join us for Uniquely Small Biz, brought to you by Selective Insurance!   You can learn more about the Lance CPA Group on their website and social media accounts: Twitter, Instagram, & Facebook.  Don't forget you can also follow our guests Joshua Lance and Brad Wilson on LinkedIn too. Follow Us on Social Media:Twitter @selectiveInstagram @selectiveinsurance Facebook @selectivePresented by Selective Insurance 

Season 3 Episode 22 | Recorded January 14, 2022 Today's episode is sponsored by Justworks - visit justworks.com/partners Our first-ever, annual listeners survey; we'd love it if you took a moment to fill this out so we can continue to improve our show! https://padgettnc.typeform.com/to/BSKZbvWk FreshBooks MeetUps - check us out if you're in the PDX area, at Ecliptic Brewery on November 10, 2022! sign-ups here: https://bit.ly/3VHJ5mM Andy Smith and Joshua Lance, CPA, CGMA Scott, Andy, and Josh share a quick chat about the accounting community and how it became a place where we can collaborate, improve our craft, and a place where we can open up about our struggles and strengths as firm owners to inspire all of those around us. 2 - Discovering a community Shoutout to Thriveal Jason M. Blumer, CPA, Julie Shipp, Greg Kyte, Marie (Phillips) Greene, CPA 8 - Just having a place where you can share those ideas and get feedback from others, I think is critical 12 - The community shows you the reality of running a firm Shoutout to Kenji Kuramoto 16 - You're not really competing with anybody for clients This episode is brought to you by the letter C Comrades confidence communities critical confidence comradery context crazy case studies connection communities, comparisons changes, case of coors competition collaboration cloud accounting current craft brewery chow conversation --- Send in a voice message: https://anchor.fm/accountinghigh/message

Understanding the current economic environment and your brewery-- what do you need to do now to position your brewery in the best position. In this session we will talk through the macroeconomic environment and what that means for your brewery and what things you need to look at in your own brewery to ensure you handle any adverse economic events. In this session we will look at pricing, cost behaviors, and strategies you need to implement in order to best handle whatever the economy throws at you. Joshua Lance is the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. A licensed Certified Public Accountant and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home RSVP for the CBP Fall Virtual Conference:

Season 03 Episode 02 | Recorded February 21, 2022 Guest: Randall J. Crabtree, CPA (as per his CPA Certificate, but we're still not sure if "Jack" is spelled out, or if they just have the J) Hosts: Scott Scarano and Jason Ackerman, CPA, CFP, CGMA With us today is the Co-Founder and Partner of Tri-Merit, Randy Crabtree, who specializes in R&D Tax Credits, Cost Segregation, 179D, and 45LR. Also, host at The Unique CPA, a show where they go beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading-edge management techniques and styles Today we get to hear about how going into niches and specialties make your firm better, or does it? Find out more as you listen and you'll surely pick up a thing or two on how to best play on your strengths whether it's on your personality or your skills. 2 Riches in R&D Niches: Randy shares how they started going deep into the niches they specialize in Shoutout to Andrew Lane 5 Don't try to make yourself something you're not 6 Ti-Merit's transition from percentage-fees to fixed-fees but value-based 8 Holy cow! There's a big opportunity for taxpayers to save money with this, or put money back into businesses 10 Did you tweet your Waze drives? Cause Scott did, unintentionally... yikes! Shoutout to Waze, Twitter 11 #TaxTwitter 13 Having too much fun to realize if you're working too much or too little 16 I wouldn't be surprised when $17MM is $35MM in just a couple of years Shoutout to Nicholas Pantaleo, CPA 19 Back at it again to the numbers game with Randy 20 Does your wife call you Randall? Do your parents call you Randall? 22 Randy on selling R&D study and Cost Seg: I never sell anything so I don't have a pitch. What I do is educate 23 Going deep into the R&D tax credit 30 Randy's path into living the best life Shoutout to John Garret, Earmark 36 The Unique CPA podcast: How it started 39 Oh how the tables have turned: Jason on the numbers game this time! 40 Jumping from the generalist to the specialist 44 Randy's best piece of advice? Don't force a square peg into a round hole Shoutout to Joshua Lance, CPA, CGMA 46 Token Tax *wink wink* 49 Reaching for the stars Shoutout to Ron Baker 50 Aaaaaaaand that's a wrap! Make sure you're subscribed to this garde art piece of a podcast, Sons of CPAs/Accounting High --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Our SponsorTo learn more about how Practice Ignition can help your firm eliminate accounts receivable and for 50% off your first three months, visit https://earmarkcpe.com/piOur GuestJosh Lance, CPA, CGMA on Linkedin: https://www.linkedin.com/in/joshualancecpa/

In this podcast, our experts Chris Rivera and Joshua Lance had talked about understanding the latest changes happening today. Entigrity has helped over 600+ accounting firms in building their offshore teams. You also can hire staff accountants, tax preparers, tax reviewers, bookkeepers, tax seniors, audit associates, virtual assistants, etc. starting at just $10/hour. The best way to explore is to book a call with one of our Global Staffing Specialists.

Le chantier naval META est un chantier mythique dans le domaine du nautisme et de la plaisance, qui a véritablement été à la base du développement d'un segment de la voile qui fait rêver, celui du grand voyage et des circumnavigations. En bref, laisser ses problèmes à la maison et partir vivre sur son voilier, sur une période définie ou définitivement. Constructeur des mythiques Joshua, issus du ketch de Bernard Moitessier, Meta a développé une technologie brevetée, le Strongall qui a constitué une innovation de rupture dans la construction des bateaux en aluminium. Longtemps, le chantier a oeuvré avec l'architecte naval Michel Joubert (Joubert-Nivelt), pour construire des one off à voile, mais aussi à moteur. Repris par un nouvel investisseur il y a 18 mois, le chantier Meta développe sa propre gamme de voiliers... Voir Acast.com/privacy pour les informations sur la vie privée et l'opt-out.

On episode 48 of The Unique CPA, we revisit Randy's conversation with Founder and Managing Director of Lance CPA Group, Joshua Lance. Josh created a truly unique CPA firm—an entirely virtual practice with its 14 employees spread across the country, which provides accounting and consulting services only to craft breweries and digital agencies. Given the events of the past 18 months, Josh's insights into working virtually are more relevant than ever. Get the full show notes and more resources at TheUniqueCPA.com

Joshua Lance, CPA - recorded on March 24, 2021 (honorary son of a CPA) Founder of https://lancecpa.com/ and Table HR https://tablehr.co/ Head of Accounting at https://www.practiceignition.com/ Adjunct Faculty at https://www.northwestern.edu/ & https://www.uvm.edu/ twitter @lancejd1 josh@lancecpa.com Joshlance.com 1 a firm, a group, and a practice 2 introverts and jerks 5 do the opposite - https://www.youtube.com/watch?v=rag0Z1nTJOc 9 your firm vertical or niche or niché 10 creating a client community 13 standardizing processes 15 restructuring your 18 person firm 20 stop giving away free advice 21 identifying advisory accountants and compliance tax preparers 24 team titles 25 introverted visionaries and extroverted integrators 26 community, clients, consultants, and careers 27 **sponsor slot** (just kidding, practice ignition) 30 getting your processes in order 32 put your money where your mouth is 34 TIME 35 tracking time as a leading indicator 36 time as a capacity planning metric 41 getting rid of time and bringing it back 45 how to make an Ackerman quit your firm 47 time is a crutch 49 lab rats and the rat race and employees 51 **sponsor slot** (just kidding, Xero) 52 **sponsor slot** (just kidding, Karbon) 53 Lotus + Accelo + Trello = Karbon --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Joshua Lance, CPA, CGMA is the founder and CEO of Table HR and founder and Managing Director of Lance CPA Group. In addition to leading these two companies, Josh is adjunct faculty at Northwestern University and University of Vermont and Head of Accounting at Practice Ignition. He enjoys making wine and beer, cooking, traveling, and cheering on the Green Bay Packers and Everton FC. www.CraftBeerProfessionals.org

Today I had the pleasure of speaking with the founder and managing director of Lancecpa.com, Joshua Lance. Josh spent his early career at a top-10 national public accounting firm before working at an ultra-high net worth family office. Josh helps small business owners and entrepreneurs grow and manage their businesses. He also specializes in craft breweries, digital consulting agencies, and creative artisans. He believes your small business is an important business.Let’s dive into Josh’s story and know what it takes to make your small business successful.Things you will learn in this episode:[00:01 - 08:49] Opening SegmentI talked briefly about valuable information that you can take advantage of in this episodeI introduce guest Joshua Lance into the showJosh talks about where his journey began [08:50 - 17:15] From Traditional Work to Digital Marketing Journey Josh shares experience on how he deals with the hierarchy and stigmaJosh talks about his transition from working in a big firm to starting his own digital business.[17:16 - 29:30] Lance CPA Group: “Not A Typical Accounting Website”Josh shares a story about overcoming failures along the way Josh shares about the Lance CPA Group Website: You shouldn’t miss this! A unique way of building a clientele The concept of niching down Lance CPA Group Website that also serves:Craft BreweriesDigital AgenciesCreative Artisans[29:31 - 35:09] The FOCUS FIVE SegmentWhat book have you gifted most often? It Doesn't Have To Be Crazy at WorkIf you can get an hour of somebody's time and ask questions, who would that be and why?My grandpa. He passed away. He was also kind of entrepreneur like meWhat is one thing that you believe that most people would disagree with you? I don't have to work as much to get what you needMorning routine, How do you start your day?Have breakfast and drink coffee, read a book or article. What is the best place we can connect with you online?See below for social linksFinal words from me Tweetable Quotes: "Sometimes it means taking a step back in order to take those two steps forward eventually" - Joshua Lance Resources mentioned in the episode:Lance CPA Group: Craft BreweriesLance CPA Group: Digital AgenciesLance CPA Group: Creative ArtisansThe E Myth (Amazon)Shift by Gary Keller (Amazon)It Doesn’t Have To Be Crazy At Work (Amazon)Schedule a call with HansYou can connect with Josh on Linkedin, Twitter or visit his website https://lancecpa.com/LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes.Are you working HARD but not really moving the needle on anything? You should check out my POWER LIST and find out how you can get more done to move your business, project, or relationship closer to where you want it to be. Let’s go!To know more about me and all the real estate opportunities you can find, check out my website at Hansstruzyna.com. Get the chance to talk with me for FREE. Set up a call using this link https://calendly.com/h-struzyna/15min See acast.com/privacy for privacy and opt-out information.

Joshua Lance is the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. In this episode, Josh shares the journey that led him to establish an accounting practice in this unique style, as well as some of the unusual and interesting activities that keep the country-wide employees feeling part of the team. Get the full show notes and more resources at https://TheUniqueCPA.com

The Employer Blueprint podcast is excited to present the Managing Director of Lance CPA Group, Joshua Lance, CPA, CGMA. As you can tell by the initials after his name, Josh is a Certified Public Accountant, and a Chartered Global Management Accountant. After graduating from Miami University in 2005, Josh began his journey as an Audit Manager, a Controller, and an Entity Group Manager, before opening his own firm with a mission to help small businesses, Lance CPA Group. Josh and Lance CPA Group have won multiple awards including CPA Practice Advisor 40 under 40 in 2017 and 2018, as well as 2017 AICPA Leadership Academy, and Xero Partner Advisory Council. Josh was able to accomplish so much because of his passion to help small businesses succeed. In fact, it is the model that Lance CPA Group is built on. In this episode of the Employer Blueprint Podcast you will learn how Lance CPA Group is not like many other traditional CPA firms in many ways, from the work schedule expected by its employees to the way they interact with clients.  Kyle and Josh have an excellent conversation about maintaining a company culture, and core values, while having a remote workforce. Even more challenging is also having a remote client base. Through many extra steps and the full utilization of technology, it can be possible to have remote employees who carry out a company’s core values while working with remote clients. This is an informative episode as Josh explains how he has been able to accomplish this through his firm in an industry that is known for being more traditional in the ways of interacting with employees and clients. You can find more information about Joshua Lance and Lance CPA Group by visiting https://lancecpa.com. Thank you for listening and be sure to subscribe so you don’t miss an episode of the Employer Blueprint Podcast. 

Craft beer breweries, coffee roasters, and digital agencies – what do they have in common? Joshua Lance, founder and managing director of Lance CPA Group will tell you the similarities in these niches and how he grew his practice around them. In this episode of Accounting Marketing Doesn’t Suck, learn more about Joshua’s marketing strategies (including the “long play” of content marketing), why he created an annual event and benchmark study for brewery owners and how they are holding their own amongst some of the largest firms in the industry. Join us!   Joshua Lance, Founder & Managing Director of Lance CPA Group Twitter |  Instagram Joshua Lance is the founder and managing director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. A licensed Certified Public Accountant and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home. Before venturing on his own with a mission to help small businesses, Josh spent his early career at Crowe LLP before working as a Controller at an ultra high net worth family office. Josh is also an adjunct professor at Northwestern University in Evanston, IL teaching accounting in the Farley Center for Entrepreneurship and McCormick School of Engineering. He enjoys making wine and beer at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 and 2018 by CPA Practice Advisor. Josh was recently appointed to the Illinois CPA Society Board of Directors.   Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com

The Employer Blueprint podcast is excited to present the Managing Director of Lance CPA Group, Joshua Lance, CPA, CGMA. As you can tell by the initials after his name, Josh is a Certified Public Accountant, and a Chartered Global Management Accountant. After graduating from Miami University in 2005, Josh began his journey as an Audit Manager, a Controller, and an Entity Group Manager, before opening his own firm with a mission to help small businesses, Lance CPA Group. Josh and Lance CPA Group have won multiple awards including CPA Practice Advisor 40 under 40 in 2017 and 2018, as well as 2017 AICPA Leadership Academy, and Xero Partner Advisory Council. Josh was able to accomplish so much because of his passion to help small businesses succeed. In fact, it is the model that Lance CPA Group is built on. In this episode of the Employer Blueprint Podcast you will learn how Lance CPA Group is not like many other traditional CPA firms in many ways, from the work schedule expected by its employees to the way they interact with clients.  Kyle and Josh have an excellent conversation about maintaining a company culture, and core values, while having a remote workforce. Even more challenging is also having a remote client base. Through many extra steps and the full utilization of technology, it can be possible to have remote employees who carry out a company’s core values while working with remote clients. This is an informative episode as Josh explains how he has been able to accomplish this through his firm in an industry that is known for being more traditional in the ways of interacting with employees and clients. You can find more information about Joshua Lance and Lance CPA Group by visiting https://lancecpa.com. Thank you for listening and be sure to subscribe so you don’t miss an episode of the Employer Blueprint Podcast. 

Joshua Lance is the founder and managing director of Lance CPA Group, which provides virtual accounting services to craft breweries and digital agencies. Josh’s work has earned him industry-wide recognition, being recently listed on the CPA Practice Advisor’s 40 Under 40 list for 2018. He also provides pro bono services to non-profits and helped launch Socially Beneficial Investments, which provides new immigrants with housing. In this episode, Josh discusses how Lance CPA Group embraces a far better work-life balance than its competitors, describes how Lance CPA helps out non-profits, and explains why he considers vulnerability a great asset.   Show Notes: What was Josh’s vision when he started Lance CPA and how does his firm differ from others out there? Applied what he liked and avoided what he didn’t like about the previous forms he worked for. Didn’t want this job to be the be all, end all for his employees, allowing them to enjoy time off, work from home, etc. How did the accounting industry react when he announced his business plan? Some of his peers didn’t grasp his idea, so it was a challenge, but he was able to find a group of likeminded accountants to build his practice with. Had to fight against the preconception that clients want or need to visit their accountant’s office rather than communicate virtually. Was starting his own firm always one of Josh’s goals? Not really, though he’s always been an entrepreneur at heart and that drive ended up helping him when he wanted to make a change. What was it like quitting his old job and taking the leap to launch Lance CPA? He had no passion for his job at the time in spite of the benefits, so while it was a big leap it was one he needed to do. Admits he was afraid of what would happen if it didn’t work, but once he got past it he was able to focus on what did work and what he found fulfilling. What were some the challenges he faced in the early months of launching his firm? Figuring out all of the little logistical tasks that come with running your own business. Not many people showed up to his early symposiums; had to find better ways to advertise. Was able to work these issues by focusing on social media at a time when few accounting firms did. How did he create Lance CPA’s culture? Encouraged risk-taking and open discussion among his employees. What is “courageous authenticity”? Being transparent, vulnerable and honest. Cuts against the norm for most accounting firms, which are defined by conformity and going with the flow. Needs to be able to take criticism and honest feedback from his employees and clients. What is Josh’s advice for entrepreneurs looking to make their mark in “bigger is better” industries like accounting and legal services? It’s okay to the different and push against the existing structures and trends. Seek out other people in this industry who are trying something similar; you can collaborate, help each other out. Why and how does Josh give back? Working with different communities, he’s realized how many people are in need and that you need to invest in others without expecting a return. It’s rewarding to help people out with budgets, financial planning, non-profits lacking in funds, etc. Can provide non-profit organizations with structure and support even if they can’t directly donate. What is Socially Beneficial Investments? A group that Josh helped launch, where they buy real estate and rent it to non-profits at below-market prices. Lets these groups get an infrastructure foothold even if they couldn’t normally afford it. Been able to help out Latin-American families move into lower-income housing rented by these non-profits; in time they’ll have enough money to move out and buy their own places. What’s Josh’s advice for entrepreneurs and others...

A licensed certified public accountant (IL) and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home. Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra high net worth family office. Josh is also an adjunct professor at Northwestern University in Evanston, IL. He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 by CPA Practice Advisor.

Key Points: Joshua Lance, Lance CPA Group and Entrepreneur, in conversation with Naren Arulrajah Introduction Background Outsourcing services Targeting specific audiences Building a business Your team Purposes of your teams Marketing and sales The human side Final thoughts Website: www.lancecpa.com Email: josh@lancecpa.com The post Growing a small outsourcing firm while creating greater happiness featuring Joshua Lance appeared first on Growing Accountant.