Podcasts about public accounting

  • 127PODCASTS
  • 690EPISODES
  • 34mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Aug 6, 2025LATEST
public accounting

POPULARITY

20172018201920202021202220232024


Best podcasts about public accounting

Latest podcast episodes about public accounting

Jason Daily
495 Stop Marketing Your Accounting Firm. Do This Instead

Jason Daily

Play Episode Listen Later Aug 6, 2025 21:43


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

Jason Daily
494 Do Accounting Firms Need to Disclose AI Use to Clients?

Jason Daily

Play Episode Listen Later Aug 5, 2025 19:57


Small Firm Philosophy podcast
TfP 012. Creating Balance Without Losing Business

Small Firm Philosophy podcast

Play Episode Listen Later Aug 5, 2025 37:13 Transcription Available


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

Jason Daily
491 My Accounting Firm's Biggest Hiring Mistake

Jason Daily

Play Episode Listen Later Jul 31, 2025 17:36


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

Jason Daily
490 I Wish Someone Had Shown Me These 6 Shortcuts

Jason Daily

Play Episode Listen Later Jul 30, 2025 19:12


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

C-Sweet Talks
82 - Women, Money & Tax Power: Scaling a Career in Public Accounting with Shirin Sabouri, CPA

C-Sweet Talks

Play Episode Listen Later Jul 30, 2025 17:02


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

Jason Daily
489 How Long Does It Take To Niche An Accounting Firm?

Jason Daily

Play Episode Listen Later Jul 29, 2025 20:44


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

Jason Daily
487 How To Get ChatGPT To Send You Accounting Clients

Jason Daily

Play Episode Listen Later Jul 25, 2025 29:48


Jason Daily
485 The 6 Small Business Traps that Accounting Firms Fall Into

Jason Daily

Play Episode Listen Later Jul 21, 2025 26:59


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

Boosting Your Financial IQ
173: Why I'd Never Want to Be a Partner at an Accounting Firm

Boosting Your Financial IQ

Play Episode Listen Later Jul 17, 2025 15:58 Transcription Available


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

Jason Daily
483 Can AI Clone My Accounting Expertise?

Jason Daily

Play Episode Listen Later Jul 16, 2025 29:19


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

Jason Daily
482 How Accounting Firms Can Capitalize On Changing Legislation

Jason Daily

Play Episode Listen Later Jul 14, 2025 29:23


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

Jason Daily
481 Answering 14 Questions About Running Accounting Firms

Jason Daily

Play Episode Listen Later Jul 11, 2025 46:01


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

Pain Points
Career Crossroads: Recognizing When It's Time to Change with Elle Musialowski

Pain Points

Play Episode Listen Later Jul 11, 2025 70:51


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 

Jason Daily
477 The State of Accounting Practice Management Systems

Jason Daily

Play Episode Listen Later Jul 2, 2025 43:34


Jason Daily
476 This $2M Niche Accounting Firm Generates $1M In Cash Per Year

Jason Daily

Play Episode Listen Later Jul 1, 2025 34:05


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

Jason Daily
475 Can One-Person Accounting Firms Existing in an Age of AI?

Jason Daily

Play Episode Listen Later Jun 27, 2025 38:05


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

Small Firm Philosophy podcast
TfP 011. The Influence of Coaching on Firm Growth

Small Firm Philosophy podcast

Play Episode Listen Later Jun 26, 2025 36:53 Transcription Available


Rebecca Driscoll, CPA, Co-founder of The Collaboration Room, walks through her unconventional journey into public accounting, highlighting her transition from working at a large firm to establishing her own CAS and Tax practice. Rebecca elaborates on the significant life changes that motivated her to pursue a different career trajectory.  Emphasized in this episode is the significance of internal CAS practices and the key role coaching plays in assisting firm owners to develop sustainable firms. Rebecca also encourages listeners to think about their goals and desired lifestyle, and how that can be aligned with their career paths. 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    

Jason Daily
474 Should The Next Generation of Accountants be Concerned?

Jason Daily

Play Episode Listen Later Jun 25, 2025 18:30


Jason Daily
473 Should Accounting Firms Grow Via Acquisition or Organically?

Jason Daily

Play Episode Listen Later Jun 23, 2025 35:28


Jason Daily
472 AI's Impact on Accounting Firms - 5 Year Roadmap Q&A

Jason Daily

Play Episode Listen Later Jun 20, 2025 61:20


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

Jason Daily
471 Should Accounting Firms Partner with Financial Planners?

Jason Daily

Play Episode Listen Later Jun 18, 2025 27:34


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

The Law Firm Leadership Podcast | We Interview Corp Defense Law Firm Leaders, Partners, General Counsel and Legal Consultants
EP #53: Remaining Curious and the Professional Services Executive Journey, with Rebecca Goodman-Stephens, CEO of Moses Singer

The Law Firm Leadership Podcast | We Interview Corp Defense Law Firm Leaders, Partners, General Counsel and Legal Consultants

Play Episode Listen Later Jun 17, 2025 32:46


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  

Jason Daily
470 The Most Impactful AI For Professional Services

Jason Daily

Play Episode Listen Later Jun 16, 2025 34:11


The AI assistant for this podcast https://www.delphi.ai/jasonstaatsSwipe those meeting prompts I teased here https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing

Jason Daily
469 Ok But What If AI DOES Disrupt Accounting Firms?

Jason Daily

Play Episode Listen Later Jun 13, 2025 34:52


Here's that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ

Small Firm Philosophy podcast
Governance Series: Key Success Factors for Better Governance

Small Firm Philosophy podcast

Play Episode Listen Later Jun 12, 2025 37:01 Transcription Available


In the final episode of the four-part governance podcast series, Erin Hartman, CPA, Senior Manager – Firm Services of the AICPA & CIMA joins Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, to wrap up and share insights and lessons learned from the series. They reflect on the evolving mindset around governance and how it is relevant to firms of all sizes – not just large firms. The discussion also focuses on the key success factors of effective governance improvements and how to embark on making governance changes, even if the process hasn't been perfected. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies.  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  

Jason Daily
468 How To Know if your Accounting Firm is SYSTEMATIZED

Jason Daily

Play Episode Listen Later Jun 11, 2025 33:33


Here's that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ

Small Firm Philosophy podcast
Governance Series: Navigating Partnership Change with Purpose

Small Firm Philosophy podcast

Play Episode Listen Later Jun 11, 2025 33:24


In this episode, hosts Sarah Dobek Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chip Chaon, CEO and Managing Principal of LattaHarris, LLP, and Mark Kovaleski, Managing Partner of MMB+CO, where they explore how evolving governance structures are reshaping partnership agreements within firms. The conversation also provides insights into the challenges of implementing changes to partnership agreements and how to navigate the transformation. As part of a unique four-part series on governance, this informative discussion aims to offer guidance for those journeying down the path of transforming their partnership agreements. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies. 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  

Small Firm Philosophy podcast
Governance Series: The Rise of Non-CPA Leaders in Public Accounting

Small Firm Philosophy podcast

Play Episode Listen Later Jun 10, 2025 36:55 Transcription Available


In this episode, hosts Sarah Dobek Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Eric Majchrzak, CEO/Principal for BeachFleischman, to dive into a pivotal shift in the accounting profession—the rise of non-CPA professionals stepping into leadership roles in public accounting firms. Learn more about how firms are embracing non-CPA leadership to drive transformation as they strive for growth and innovation. Part of a special four-part series highlighting governance, this engaging discussion offers insights into the future of accounting leadership. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies. 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    

Jason Daily
467 Coaching 3 Accounting Firms on Tech Selection

Jason Daily

Play Episode Listen Later Jun 9, 2025 47:08


Here's the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr

Small Firm Philosophy podcast
Governance Series: Implementing Operating Models in Your Firm

Small Firm Philosophy podcast

Play Episode Listen Later Jun 9, 2025 34:12 Transcription Available


In this episode, hosts Sarah Dobek Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chris Sullivan, CPA, Managing Partner of VSH CPAs, and Amber Goering, CPA, Owner of Goering & Granatino (GG Advisors) to discuss the implementation of the Entrepreneurial Operating System (EOS) in their respective firms. Chris and Amber share their experiences and challenges faced during the implementation, such as the need for a strategic plan and the necessary time commitment.  Chris and Amber also share insights on the benefits of EOS, including how firms can use it for quick decision-making and creating a culture of accountability. Part of a special four-part series highlighting governance, this episode provides the roadmap for a journey of growth and improvement. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies. 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  

Jason Daily
466 A Q&A about The Future of Accounting AI! (Q2 2025)

Jason Daily

Play Episode Listen Later Jun 6, 2025 44:00


Learn more about Rightworks' new community here! https://www.rightworkscommunity.com/

Jason Daily
465 Intuit Stealing Accounting Clients - Good or Bad?

Jason Daily

Play Episode Listen Later Jun 4, 2025 32:48


Here's a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951

Jason Daily
464 Roasting The Tech Stacks of 3 Accounting Firms

Jason Daily

Play Episode Listen Later Jun 2, 2025 40:49


Here's the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr

Jason Daily
463 Follow These Steps to turn around ANY Accounting Firm!

Jason Daily

Play Episode Listen Later May 30, 2025 64:27


Here's the original vid on the main channel https://youtu.be/4A9QpH9LpIMAnd the service library template I mentioned while talking systemization https://www.jasononfirms.com/service-library

Small Firm Philosophy podcast
TfP 010. Leading with Authenticity and Vulnerability

Small Firm Philosophy podcast

Play Episode Listen Later May 30, 2025 47:39 Transcription Available


Content Note: This episode includes discussions about mental health, including depression, anxiety, and suicide. Please take care while listening. In this powerful episode, Randy Crabtree, Co-Founder and Partner at Tri-Merit, shares his personal story of navigating mental health challenges and how that experience shaped his leadership approach and advocacy within the profession. Randy shares what it means to lead with vulnerability and foster a people-first culture. He offers heartfelt advice, simple tips to manage burnout, and encouragement to those quietly facing their own struggles. Tune in for an honest, inspiring conversation on vulnerability, resilience, leadership, and transforming workplace culture. 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    

Jason Daily
462 Breaking Down a 2 Person $600k/yr Accounting Firm

Jason Daily

Play Episode Listen Later May 28, 2025 33:52


Complete this form, and we'll share valuable insights on what else you can do: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

Jason Daily
461 The Only Payroll Software Accounting Firms Should Use

Jason Daily

Play Episode Listen Later May 26, 2025 27:23


Jason Daily
460 This Is THE PERFECT Accounting Firm Client

Jason Daily

Play Episode Listen Later May 23, 2025 18:12


Here was that post with a bunch of niche ideas: https://www.linkedin.com/posts/jstaats_accounting-firm-specialization-of-the-week-activity-7327709153290792962-wQgW

Earmark Accounting Podcast | Earn Free CPE
Why CPAs Must Be 2.7x More Productive by 2035 (And How to Get There)

Earmark Accounting Podcast | Earn Free CPE

Play Episode Listen Later May 23, 2025 51:22


What if private equity could transform accounting firms without sacrificing their independence? David Wurtzbacher, founder of Ascend, shares how his "anti-rollup" model allows firms to maintain their identities while accessing enterprise-level resources. Discover why transitioning firm leaders from client work to true CEO roles unlocks explosive growth, and how employee equity ownership creates alignment across organizations. With CPAs needing to be 2.7 times more productive by 2035, David reveals practical strategies for talent acquisition, business development, and technology that are helping mid-sized firms not just survive but thrive in an increasingly complex profession.Chapters(01:07) - Understanding Ascend's Vision (01:59) - Challenges in Public Accounting (08:24) - Lessons from the Dental Industry (17:13) - Ascend's Approach to Firm Integration (17:53) - Leadership and Culture in Accounting Firms (24:02) - Case Study: Transforming Firm Leadership (27:45) - Overcoming Overwhelm: Delegating Client Relationships (28:36) - The Importance of Carving Out Thinking Time (29:20) - Focusing on One Thing at a Time (29:53) - Talent Strategy and Acquisition Challenges (31:10) - Building an Irresistible Offer for Candidates (34:13) - Equity and Ownership in Ascend (37:17) - Business Development and Marketing Strategies (45:13) - The Role of Technology and AI in Accounting (50:36) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, David WurtzbacherLinkedIn: https://www.linkedin.com/in/davidwurtzbacher/Learn more about AscendWebsite: https://www.ascendtogether.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Jason Daily
459 Simple Video Advice for Accounting Firms

Jason Daily

Play Episode Listen Later May 21, 2025 36:43


30 AI prompts for your meeting transcripts: https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharingLet me know what else I should build some prompt templates for