Podcasts about public accounting

Kelly Rohrs, CPA, Founder of K. Rohrs, CPA, P.C., shares the journey of launching her firm from concept to reality. Listeners will gain insight into how she structures client relationships, manages expectations during high volume periods, and fosters talent retention through flexibility and trust.  Kelly offers practical advice for firm owners looking to break away from traditional models, emphasizing the power of small, intentional changes. Tune in to hear how she's redefining what it means to operate a modern CPA firm.  To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com    

Here's the ChatGPT Agent video in question https://youtu.be/3O7T_g4wbq0?si=Y7AqvE7VeyYHZQbbGrab my FULL service library template here https://jasononline.link/TSLPodVideo Description

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Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

Grab my FULL service library template here https://www.jasononfirms.com/service-library

Check out the 10x book here! https://www.amazon.com/10x-Easier-Than-World-Class-Entrepreneurs/dp/140196995X?sr=8-1

Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

Live from ENGAGE 2025, Erin Hartman, CPA, Senior Manager – Firm Services, sits down with Argel Sabillo, CPA, Cofounder and Chief Executive Officer of HeyApril Inc, to discuss the ways he is reshaping the profession and leaving tradition behind. With a client base rooted in internet-based startups and small businesses, HeyApril offers full-scale, end-to-end accounting services. Argel shares how his journey has been defined by bold leaps of faith, innovation, and community impact. Argel offers practical insights on value-based pricing, subscription models, and tech stack optimization, while passionately advocating for firms to niche down and align their business models with mission and outcome, not just services. He also previews HeyApril's next frontier: using Large Language Models (LLMs) to turn client data into real-time, actionable insights. This is an episode packed with inspiration, strategic guidance, and a glimpse into the accounting firm of the future. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.  This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  

Grab my FULL service library template here https://www.jasononfirms.com/service-library

Check out the book Simple Marketing For Smart People here https://www.amazon.com/Simple-Marketing-Smart-People-Customers-ebook/dp/B0CW1MQZXP?sr=8-1My app recommendation database https://jasononfirms.com/appsMy 30 AI prompts for meeting transcripts https://www.jasononfirms.com/ai-meeting-promptsMy service library template https://www.jasononfirms.com/service-library

Brenda Cannon, Partner at Cannon & Associates, CPAs, shares how her firm rethought busy season by scheduling every tax return to prepare and control the workflow. From setting clear boundaries and prioritizing ideal relationships, to encouraging clients to file extensions, Brenda breaks down how intentional change can create a healthier, more sustainable work environment. Tune in to learn how to normalize a better busy season.  To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com

Dan Martell's Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?sr=8-1

My practice management system recommender https://www.jasononfirms.com/pmrecDan Martell's Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?sr=8-1

In this episode of C-Sweet Talks, Co-CEOs Dianne Gubin and Beth Hilbing sit down with Shirin Sabouri, CPA, Senior Tax Manager at CohnReznick, for a candid conversation on career resilience, flexibility, and the people side of tax. Shirin shares her path from CSUN to Big Four to CohnReznick; how parenting shaped her career decisions; what keeps women in (or drives them out of) the profession; and why “building the bench” through mentoring is non‑negotiable. We also get into compliance madness, shifting tax laws, digital transformation, cybersecurity, and teaching financial literacy to kids. Real talk. Real leadership. Real life. Join the community!www.CSweet.org

Check out Geraldine's book “Down to 40 Hours” here https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2?sr=8-1

Some of the resources I mentioned:My app recommendation database https://jasononfirms.com/appsMy service library templates https://jasononfirms.com/service-libraryMy 1040 workflow breakdown https://jasononfirms.com/1040My AI prompts for your meetings https://jasononfirms.com/meeting-promptsHere's that automated time tracker Rize https://rize.io/To learn more about building offers check out Hormozi's $100M Offers https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3

The Cash Flow Blueprint every business owner wishes they had sooner: coltivar.com/cashflow In this episode, Steve shares the real reason he left Ernst & Young and why he'd never want to be a partner at an accounting firm. It all started with a conversation that made him question everything, and the lessons he's learned since might surprise you. If you're considering the traditional career route or if you're stuck between the grind and your personal life, this episode is for you. You won't want to miss this personal story and a perspective shift that could change how you think about success. Disclaimer:   BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. byfiq.com

Take my avatar for a spin here https://www.delphi.ai/jasonstaatsAnd give Delphi a try at https://www.delphi.ai/

The powerful request tool Content Snare https://contentsnare.com/Horomozi's $100M Offers Book https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3

Grab the 1 hour Q&A with Canopy CEO Davis Bell here! https://www.getcanopy.com/blog/ask-jason-staats-anythingThe video about using AI for research https://youtu.be/OkI0tdeYuSM?si=UtiY66c1CbtEHeGGCheck out the AI assistant for this podcast! https://www.delphi.ai/jasonstaatsMy guide to building out your tech stack https://youtu.be/civmOqx6Td8?si=ktGVlzuAODM8TSu9

In this deep and engaging conversation, Maggie sits down with Elle Musialowski, CFO of the Community Foundation for Greater Buffalo, to talk about the real Pain Points that arise along a high-powered finance and accounting career — and how to move through them with intention, reflection, and authenticity.  From early beginnings in public accounting to traveling the globe with Praxair/Linde, Elle shares her journey through corporate growth, imposter syndrome, burnout, boundary-setting, and ultimately rediscovering purpose in mission-driven nonprofit work.  Topics covered include: Finding your career path through internships and networking Navigating Sarbanes-Oxley (SOX) compliance and global mergers Identifying the moment when your Pain Points signal a needed change Transitioning from Public Accounting to private sector to nonprofit sectors Setting healthy workplace boundaries (hello, Desk Day Fridays!) Aligning your career with your Life Vision The unique financial and philanthropic operations of the Community Foundation for Greater Buffalo  This episode is for every professional who's ever questioned their trajectory, battled burnout, or tried to balance passion and practicality. Don't miss Elle's wisdom about becoming your best advocate, recognizing the signs of change, and embracing your own unique “green zone”! Connect with Elle: Learn more about the Community Foundation for Greater Buffalo Follow Ellen Musialowski on LinkedIn 

Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agCheck out my app recommenations for accounting firms here https://jasononfirms.com/appsAnd here's the playlist to help you build out a niche client list https://youtube.com/playlist?list=PLfiRDnXtHmsPKxYzqRRebNOFAmkfLjSwZ&si=QGpxy_AgCJeQRzzl

Here's that video on feedback loops https://youtu.be/E81SlFQte4E?si=nKX6GJB2JdM4MfeTManaging Oneself by Peter Drucker https://www.amazon.com/Managing-Oneself-Harvard-Business-Classics/dp/142212312X?sr=8-1The Win Without Pitching Manifesto https://www.amazon.com/dp/1999523504/?bestFormat=true&k=the win without pitching manifesto

Learn more about the folks behind this event, PASBA, here! https://pasba.org/

Holistiplan https://www.holistiplan.com/Corvee https://corvee.com/TaxPlanIQ https://www.taxplaniq.com/TallyFor https://www.tallyfor.com/

Titles don't build trust, people do. And according to Rebecca Goodman-Stephens, that's where real leadership begins. Rebecca is the CEO of Moses Singer, a New York law firm, but her story starts far from the legal world. She grew up across the UK, Switzerland, and France, studied clinical psychology, and built her career in consulting and public accounting before stepping into her current role. Along the way, she kept coming back to the same core skill: understanding people. As she joins hosts Chris Batz and Howard Rosenberg, Rebecca shares how her background shaped her leadership style, and why listening, curiosity, and follow-through matter more than any formal authority. How do you get people to want to work with you? How does one shift a firm's culture without blowing up what's already working? Rebecca also talks about her move into legal services and what surprised her most, like how much creativity and momentum she's found in a space often viewed as slow to change. From evolving compensation structures to narrowing focus and driving intentional growth, she walks through the mindset behind her first two years as CEO. This episode touches on private equity and what legal leaders can learn from the accounting world. Rebecca offers a clear message: don't wait for outside investment to fix what you haven't yet addressed internally.   Episode Breakdown: 00:00 Meet Rebecca Goodman-Stephens 04:04 How Clinical Psychology Shapes Rebecca's Leadership Approach 08:02 Lessons from Consulting and Public Accounting 12:52 Why Rebecca Moved into Legal Services 15:50 What Surprised Rebecca About the Legal Industry 17:27 Leading Change as CEO at Moses Singer 21:13 Private Equity and the Future of Law Firms 24:23 Building a Resilient, Forward-Looking Organization 26:41 Launching a Business-Focused Law Firm Podcast 27:56 Personal Passions, Family Life, and New York Favorites   Links Connect with Rebecca Goodman-Stephens: LinkedIn Profile: https://www.linkedin.com/in/rebecca-goodman-stephens-b702665/   Connect with Howard Rosenberg: LinkedIn profile: https://www.linkedin.com/in/hrosenberg/ Company web profile: https://www.baretzbrunelle.com/howard-rosenberg   Connect with Chris Batz: LinkedIn Profile: https://www.linkedin.com/in/chrisbatz/  LinkedIn Company page: https://www.linkedin.com/company/columbus-street/ Columbus Street website: https://www.columbus-street.com/  Podcast production and show notes provided by HiveCast.fm