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Joe Woodard has trained over 150,000 accounting professionals and spent his career studying what separates firms that grow from firms that stay stuck. His answer? It almost always starts with pricing.In this conversation, Joe walks through the Woodard Ideal Practice Model, which focuses on seven key areas of operational excellence: brand, services, clients, technology, process, engagements, and team. But the most actionable insight he shares is simpler than a seven-part framework. He says the very first lever any firm should pull is pricing, and he lays out a specific strategy for doing it. Double the price on your bottom 20% of clients. If half of them stay, you have the same revenue. If all of them leave, you get the capacity back. Either way, you win.Joe also shares a measured perspective on AI adoption, noting that mass adoption in accounting is still 12 to 18 months away and that the best thing practitioners can do right now is learn directly from the developers of the platforms they already use.This episode is for firm owners curious about how to create capacity without hiring, practitioners ready to revisit their pricing strategy before the next busy season, leaders wondering where to start with advisory services, and anyone interested in a practical framework for building a more valuable practice.Timestamps00:14 - Introducing Joe Woodard: founder of Woodard, host of Scaling New Heights 02:03 - How Joe's practice led to Scaling New Heights and a coaching and consulting division 04:01 - The shift from compliance to advisory: what is holding CPA firms back 06:01 - Skill set and mindset working together: cash flow projections, dashboards, and KPIs 07:16 - The downward spiral: too busy to invest in new skills, team pressure, and turnover 09:18 - Applying the Pareto Principle to your CPA firm client base 10:42 - How to move methodically through the full client base after creating capacity 12:19 - How pricing improvements affect CPA firm valuation: revenue per FTE and clients per million 13:33 - Why the mindset block comes back around when targeting larger advisory clients 16:34 - How to reinvent your service structure instead of just improving the existing one 19:05 - Why most accounting firms are under-contracted and what to do about it 20:13 - AI adoption in accounting: where the profession is now and how fast it is moving 22:30 - Xero, QuickBooks, and Intuit: how AI integrations are already changing daily workflows 24:08 - Joe's story: his daughter, a butterfly named Alicia, and a mockingbird 27:01 - Book recommendation: "A World Without Work" by Daniel Susskind 29:03 - Where to find Joe Woodard online: woodard.comDownload Now: https://poegroupadvisors.com/accounting-practice-academy/increase-letter/Price increases are nothing to fear. The real challenge is effectively informing clients of these changes. Our templates will help you demonstrate your value and help clients understand the increases necessary to keep your firm afloat.*Download now and receive:*- (1) Major Fee Increase Letter Template- (1) 20% Fee Increase Letter Template
Send us Fan MailIn today's episode, I'm sitting down with Joe Woodard—founder of Scaling New Heights—and we're diving into what's really happening in the accounting industry right now.We talk about:Why the ‘AI hype vs denial' debate is missing the pointWhat tasks you should actually be handing off to AIWhy moving off hourly pricing isn't enough anymoreAnd how to position yourself so clients see you as indispensablehow to make sure your pricing model matches your vision and goalsResources mentioned in this episode:Scaling New Heights 2026: https://www.woodard.com/scaling-new-heights-2026Woodard coaching program (for firms approaching $1M+)Xero / JAX feature (beta)Anthropic / ClaudeChatGPT / OpenAIMicrosoft CopilotMeet Joe WoodardJoe Woodard is the CEO of Woodard®, a company that empowers accountants and business advisors through education, coaching, resources, and consulting services, with a particular focus on Client Advisory Services (CAS). Woodard equips professionals to modernize their practices, optimize accounting software, and expand their reach.Joe has trained over 150,000 professionals, is a published author, and hosts the Scaling New Heights® conference. He has been recognized by Accounting Today as one of the Top 100 Most Influential People in accounting since 2014. Joe also publishes The Woodard Report™, which reaches over 100,000 readers annually.Connect with Joe Woodard
In this episode, Eric Green sits down with Joe Woodard to break down the “strange new world” reshaping tax and accounting. They dive into how AI is transforming everything—from automating prep work to enabling firms to scale faster, leaner, and more profitably than ever before. What used to take months (and six figures) can now be built in hours, changing the game for practitioners. But this isn't about replacing professionals—it's about redefining them. Eric and Joe explain why the future belongs to those who shift from compliance work to advisory and representation, and how AI can solve the industry's staffing crisis while creating massive opportunity. If you want to understand where the profession is heading—and how to stay ahead of it—this is a conversation you can't afford to miss. Join Joe and Eric at Scaling New Heights in June: https://www.woodard.com/scaling-new-heights-2026
Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
On this episode of the Woodard Report podcast, Heather and Joe talk about the surge in accounting firm mergers and acquisitions alongside major industry shifts, including Microsoft entering the accounting space with AI-driven platforms. They explore how artificial intelligence is reshaping work by replacing tasks, not entire jobs, while emphasizing the growing importance of human judgment, relationships, and adaptability. Current events — 14 Firm Acquisitions in the last 30 days (see the bottom of the show notes for a full list) Microsoft sponsors Scaling New Heights for the first time in our 17 year history TV/Movie quote of the week — The Iron Giant Avengers: Infinity War Excellent things we learned — Using the clipboard A World Without Work by Dr. Daniel Susskind Member spotlight — Lana Jo Hill of Hill Bookkeeping and Consulting The Woodard Report article of the week — Make the Case to Attend Scaling New Heights 2026 + Template Thank you to our show sponsor, Woodard! The Woodard membership program will help you build your ideal practice with our coaching, education, community and resources. We'll get you there with strategic direction from experienced pros, access to skill building and resources and a community to continually inspire your practice's transformation. Learn more about the show and our sponsors at Woodard.com/podcast Full list of acquisitions mentioned by Heather: March 17, 2026: EisnerAmper and Price, Reuben, and Associates, LLP. EisnerAmper announced that the Calabasas firm joined its restaurant advisory practice. March 16, 2026: Xeinadin and Gregory Priestley & Stewart. Xeinadin announced its acquisition of GP&S, a Long Eaton accountancy and business advisory practice serving owner managed businesses across the Midlands. March 11, 2026: Doeren Mayhew and Berman Hopkins CPAs & Associates, LLP. Doeren Mayhew said it acquired the Florida based top 300 CPA firm, expanding its Central Florida footprint. March 9 and 10, 2026: TC Group and Little and Neal. TC Group announced the acquisition of Ferryhill practice Little and Neal to strengthen its North East presence. March 5, 2026: Carr, Riggs & Ingram and CFO Hub. CRI announced that San Diego based CFO Hub joined the CRI Family of Companies. March 3, 2026: Armanino and MSTiller. Armanino announced that MSTiller joined the firm, adding a Southeast focused accounting firm with offices in Georgia and New York. March 3, 2026: BK Plus and Crowther Chartered Accountants. BK Plus announced the addition of Crowther Chartered Accountants in Huddersfield, expanding its Yorkshire footprint. March 2, 2026: Xeinadin and Accountancy Cloud. Xeinadin announced it acquired London based Accountancy Cloud, a practice focused on startup and venture backed businesses. February 26, 2026: Sorren and Connected Accounting. Sorren said Connected Accounting joined the firm, giving it a California presence and broader technology driven accounting capabilities. February 25, 2026: UHY and Larson Tax Partners. UHY announced the acquisition of St. Louis based Larson Tax Partners to expand its Midwest and national tax capabilities. February 23, 2026: Doeren Mayhew and Dent Moses, plus Impact Technology Group. Doeren Mayhew announced its acquisition of Birmingham based CPA firm Dent Moses and its affiliate Impact Technology Group, expanding into Alabama. February 20, 2026: UHY and CMJ LLP. UHY announced the addition of Queensbury, New York CPA firm CMJ LLP, expanding in New York's Capital Region. February 19, 2026: Pinion and TCA. Pinion announced its intent to merge with TCA, with the proposed combination expected to take effect April 1, 2026. February 19, 2026: Haefele Flanagan and Mig Murphy Sistrom, CPA, PC. Haefele Flanagan announced it acquired the Durham, North Carolina nonprofit accounting and advisory firm.
In this episode of 'Events: Demystified,' host Anca Trifan sits down with Lisa Gregory, CEO and founder of Gregory Event Service.
"At some point in the future, somebody's going to be watching a movie about our era and there's going to be a human bookkeeper. And they're going to turn to their parents 20 years from now, and they're gonna say, 'Bookkeepers used to be people? That's so weird. I thought they were always artificial intelligence. I thought they were always computers.'" -Joe Woodard In this spotlight episode, founder of Scaling New Heights, Joe Woodard shares a clear view of where the bookkeeping profession is heading as AI reshapes the industry. He breaks down how service models are evolving, why advisory must be structured differently, and what practical steps you can take today to stay relevant and valuable plus much more! In this episode, you'll learn: How to use AI safely while protecting client data The difference between AI-enabled tools & native AI platforms How to structure your services using "swim lanes" instead of pricing tiers To learn more about Joe, visit his LinkedIn profile here. To get your ticket for Scaling New Heights, click this link. Time Stamps 00:53 – Introduction to Joe Woodard & what's new since his last visit 02:15 – Why advisory is becoming the core value in bookkeeping 04:20 – Moving from pricing tiers to service "swim lanes" 06:04 – Breaking down transactional, controllership, FP&A & outsourcing 08:26 – How subscription models change pricing & scope conversations 10:16 – Why managing scope is harder than managing profitability 12:11 – How to handle scope creep using swim lane language 15:23 – Pricing differences for small versus larger clients 16:22 – The impact of AI on bookkeeping & accounting 18:03 – Book recommendations to understand the future of work 20:14 – The "Hidden Figures" lesson every bookkeeper should understand 22:18 – Two paths to adopt AI in your firm 25:41 – Native AI tools versus AI layered on existing platforms 28:34 – How to protect client data when using AI 32:21 – Practical advice for using tools like ChatGPT safely 35:36 – Scaling New Heights conference & what to expect Your expertise has more value than you think, so Own Your Authority at The Successful Bookkeeper Summit 2026! It's a high-energy two-day virtual experience for bookkeepers ready to lead with confidence and elevate their impact. Join inspiring leaders on November 4th–5th to gain actionable strategies, powerful tools, and the clarity to shape the work you want, not just keep up with it. Don't miss this incredible opportunity! REGISTER TODAY!
In this CEO Edition of Events: Demystified, Anca Platon Trifan sits down with Dennis Meador, CEO and Founder of the Legal Podcast Network, to explore what leadership looks like in an era defined by AI acceleration and operational complexity.
Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
On this episode of the Woodard Report podcast, Heather and Joe discuss new research on global AI adoption and what it means for accounting firms, highlighting how early adopters are gaining strategic advantages while others risk falling behind. They explore recent funding surges in AI-powered accounting tools, practical considerations for implementing AI within firms, and the importance of governance, strategy, and financial independence in adapting to rapid technological change. Current events — AICPA CIMA Survey Shows Growing AI Adoption Gap Basis is the first stand alone AI enablement platform to reach unicorn status TV/Movie quote of the week — Blue Moon Billions Excellent things we learned — Copilot allows you to switch between all OpenAI and Anthropic models The average American adult watches 3 hours and 43 minutes of television every day Member spotlight — Lisa Crawford, Owner of Crawford Financial Solutions The Woodard Report article of the week — Explore the AI Track at Scaling New Heights 2026 Thank you to our show sponsor, Puzzle! Puzzle, the next generation firm, AI-powered, human-led. Puzzle replaces manual quickbooks workflows with AI-driven books built for review, approval, and audit-ready accountability. Learn more at puzzle.io. Learn more about the show and our sponsors at Woodard.com/podcast
Fluent Fiction - Mandarin Chinese: Scaling New Heights: Jiahao's Triumph Over Fear at The Great Wall Find the full episode transcript, vocabulary words, and more:fluentfiction.com/zh/episode/2026-03-02-23-34-02-zh Story Transcript:Zh: 长城在春天的风中显得格外雄伟,雪花悄无声息地洒落,让古老的城墙披上银装。En: The Changcheng appeared especially majestic in the spring breeze, with snowflakes silently drifting down to cloak the ancient walls in silver.Zh: 佳豪、梅林和玉峰这天早早出发,他们期待能拍下令人惊叹的照片。En: Jiahao, Meilin, and Yufeng set out early that day, eager to capture breathtaking photos.Zh: 佳豪热爱摄影,希望找到新的灵感。En: Jiahao loved photography and hoped to find new inspiration.Zh: 尽管他三十岁不到,但胆小怕高一直困扰着他。En: Despite being under thirty, his fear of heights had always troubled him.Zh: 就在他们到达长城的那一刻,天空突然变了。En: Just as they arrived at the Great Wall, the sky suddenly changed.Zh: 密集的云层聚集起来,雪花纷纷扬扬地飘落。En: Dense clouds gathered, and snowflakes began to fall heavily.Zh: 虽然是春天,雪却来得无比猛烈。En: Although it was spring, the snow came fiercely and intensely.Zh: 梅林皱了皱眉头:“我们应该待在这儿,等雪停。En: Meilin frowned, "We should stay here and wait for the snow to stop."Zh: ”玉峰也点头表示赞同。En: Yufeng nodded in agreement.Zh: 但佳豪低头看了看他的相机,心里一片纠结。En: But Jiahao looked down at his camera, torn inside.Zh: 他知道,今天如果拍不到好照片,下次不知道要等到什么时候。En: He knew that if he didn't get good photos today, who knew when he'd have another chance.Zh: 他要在这次展览中证明自己的才能。En: He wanted to prove his talent at this exhibition.Zh: 可风雪越来越大,山道蜿蜒而险峻,每一步都让佳豪的心狠狠地抽紧。En: Yet, the wind and snow intensified, the mountain path twisted perilously, and with every step, Jiahao's heart tightened painfully.Zh: 佳豪最终决定继续前行。En: Jiahao eventually decided to press on.Zh: 他紧紧握着相机,心里祈祷自己能鼓起勇气。En: He gripped his camera tightly, praying for the courage to move forward.Zh: 梅林和玉峰决定陪伴佳豪,他们三人搀扶着,慢慢在冰雪覆盖的台阶上前行。En: Meilin and Yufeng decided to accompany Jiahao, and the three of them supported each other as they slowly made their way up the ice-and-snow-covered steps.Zh: 佳豪的心跳得飞快,但他知道这是他必须要走出的一步。En: Jiahao's heart raced, but he knew this was a step he had to take.Zh: 风又大了一些,雪片打在脸上冰凉刺骨。En: The wind picked up again, and the icy snowflakes stung their faces.Zh: 佳豪快要放弃时,他抬头看到山顶露出的一片空地,那里正是拍摄的最佳地点。En: Just as Jiahao was about to give up, he looked up and saw a clearing at the mountain top, precisely the best spot for shooting.Zh: 他深吸一口气,告诉自己:“一定可以。En: He took a deep breath and told himself, "I can do it."Zh: ”顶着风雪,他走到了那个最佳拍摄点。En: Braving the wind and snow, he reached that perfect shooting spot.Zh: 那一刻,他感觉到自己在克服恐惧。En: At that moment, he felt he was overcoming his fear.Zh: 山坡之间,长城蜿蜒而出,远处的城墙与白雪交织成一幅绝美的画卷。En: Between the slopes, the Great Wall snaked into the distance, with the far-off walls intertwined with the white snow, forming an exquisite tableau.Zh: 佳豪举起相机,按下快门。En: Jiahao raised his camera and pressed the shutter.Zh: 照片里的世界如梦似幻。En: The world in the photograph was dreamlike.Zh: 很快,雪开始放缓,风也变得温柔。En: Soon, the snow began to relent, and the wind softened.Zh: 阳光透过厚厚的云层洒向大地,一切都恢复了平静。En: Sunlight filtered through the thick clouds, casting its glow on the earth, restoring calm.Zh: 佳豪放下相机,脸上露出了一个释然的微笑。En: Jiahao lowered his camera, a relieved smile spreading over his face.Zh: 他知道自己不仅拍下了完美的照片,更超越了自己的恐惧。En: He knew he had captured not only the perfect photo but had also transcended his fear.Zh: 那天,在回程的路上,佳豪感觉心中有某种东西改变了。En: On the way back, Jiahao felt something change within him.Zh: 他相信自己的能力,也相信自己能够面对任何挑战。En: He believed in his abilities and that he could face any challenge.Zh: 梅林和玉峰为他的勇气喝彩,而佳豪则握紧相机,望向远方的山峦,眼神坚定,充满信心。En: Meilin and Yufeng cheered for his bravery, while Jiahao held his camera tightly, gazing at the distant mountains with a determined and confident look in his eyes. Vocabulary Words:majestic: 雄伟breathtaking: 令人惊叹inspiration: 灵感intensely: 猛烈frowned: 皱眉头dense: 密集perilously: 险峻torn: 纠结incrementally: 逐渐resolve: 决心grasped: 掌握icing: 冰层snaked: 蜿蜒intertwined: 交织exquisite: 绝美tableau: 画卷shutter: 快门relent: 放缓transcended: 超越gleam: 光芒catastrophe: 灾难accompany: 陪伴sting: 刺骨hesitation: 犹豫itching: 发痒serenity: 宁静fortitude: 坚定magnificent: 壮观obstacles: 障碍competence: 能力
Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
On this episode of the Woodard Report podcast, Heather and Joe discuss the launch of the AI Native Accounting Foundation (including its first award at Scaling New Heights) and what BotKeeper's abrupt shutdown signals about the rise and fall of "tech-driven bookkeeping" first movers. They explore why the future is "human-first, AI-enabled," arguing firms must shift from selling bookkeeping/tax prep to building advisory skills and wisdom-driven judgment that AI can't replace. Current events — AI Native Accounting Foundation launches to cut AI hype Botkeeper Shuts Down TV/Movie quote of the week — Victoria Landman Excellent things we learned — To Thrive in the AI Era, Companies Need Agent Managers Member spotlight — Julie Healy of Clear Cents Bookkeeping The Woodard Report article of the week — My Daughter Went to a TurboTax Store and Here's What Happened Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work, designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast
Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
On this episode of the Woodard Report podcast, Heather speaks with Amanda Aguillard about her path from discovering accounting at 16 to building a cloud-based firm, launching the peer-driven Accounting Salon community, and becoming COO at Padgett. They discuss how Padgett helps firms implement standardized systems to reduce decision paralysis and build a business that isn't dependent on the owner. About Amanda Aguillard, CPA Amanda Aguillard was only 16 years old when she realized she wanted to become a CPA, and she's used that passion to encourage innovation in the industry she loves. That commitment lives on through her work as the Chief Operating Officer of Padgett, one of North America's largest accounting service and business consulting providers. Amanda oversees operational and logistical guidance for the company's network of firms. This includes identifying and incorporating the latest cloud technologies into the Padgett operating model. She also is focused on developing and facilitating the necessary trainings to ensure these platforms and tools are successfully implemented by Padgett firms. Amanda, who is a past Top 50 Women in Accounting, is the author of Xero: A Comprehensive Guide for Accountants and Bookkeepers. She was the Xero Evangelist of the Year in 2016, and used her experience as a Xero Certification instructor to co-found Elefant, a continuing education company for accountants and bookkeepers. She has written numerous articles for industry publications, including the Journal of Accountancy. Prior to joining the executive team at Padgett, she ran Aguillard Accounting LLC, focusing her efforts on providing unparalleled client support service through a cloud-based practice that could be done anywhere in the world. Amanda also is the founder of Accounting Salon, a thinktank of cloud accounting experts, and its virtual offshoot, SALONv. Amanda, who holds a Master's Degree in Taxation from the University of Denver, regularly speaks at state CPA societies and industry technology conferences, including Accountex, AICPA Engage, Scaling New Heights, Clio Cloud Conference and Xerocon. When she's not advocating for her industry, she spends her time cooking for her two children, reading historical fiction and backcountry hiking. Learn more about Amanda Connect with Amanda on LinkedIn Learn more about Padgett Thank you to our show sponsor, Puzzle! Puzzle is the next generation firm: AI-powered, human-led. Puzzle replaces manual QuickBooks workflows with AI-driven books built for review, approval, and audit-ready accountability. Learn more at Puzzle.io. Learn more about the show and our sponsors at Woodard.com/podcast
Fluent Fiction - Spanish: Scaling New Heights: Santiago's Artistic Adventure Find the full episode transcript, vocabulary words, and more:fluentfiction.com/es/episode/2026-01-03-23-34-02-es Story Transcript:Es: Las calles de Urban Metropolis vibraban con energía.En: The streets of Urban Metropolis vibrated with energy.Es: Las luces de los rascacielos parpadeaban como estrellas en la noche.En: The lights of the skyscrapers flickered like stars at night.Es: Era el Día de los Reyes, y la ciudad se llenaba de vida y colores.En: It was Día de los Reyes, and the city was filled with life and colors.Es: Santiago, un joven artista con un cuaderno en mano, caminaba entre la multitud.En: Santiago, a young artist with a notebook in hand, walked among the crowd.Es: Su objetivo era claro: capturar la esencia del desfile en sus bocetos.En: His goal was clear: to capture the essence of the parade in his sketches.Es: Las carrozas pasaban adornadas con ornamentos dorados, rojos y verdes.En: The floats went by adorned with golden, red, and green ornaments.Es: La música resonaba en el aire, mientras el aroma de los churros y buñuelos hacía crecer el hambre de los presentes.En: Music resonated in the air, while the aroma of churros and buñuelos made everyone's hunger grow.Es: Santiago se maravillaba con la danza de los gigantes y cabezudos que recorrían la avenida principal.En: Santiago was amazed by the dance of the giants and big-heads parading down the main avenue.Es: Su corazón latía al compás de los tambores.En: His heart beat to the rhythm of the drums.Es: Sin embargo, había un pequeño problema; la multitud era abrumadora.En: However, there was a small problem; the crowd was overwhelming.Es: Santiago se encontró atrapado entre las personas.En: Santiago found himself trapped among the people.Es: Era difícil ver más allá de las cabezas.En: It was difficult to see beyond the heads.Es: Sentía una punzada de duda.En: He felt a pang of doubt.Es: ¿Podría realmente capturar la belleza de esta celebración?En: Could he really capture the beauty of this celebration?Es: Pero la determinación empujó esas dudas a un lado.En: But determination pushed those doubts aside.Es: En su camino, reconoció a Lucía y Carlos, viejos amigos de la escuela.En: Along his way, he recognized Lucía and Carlos, old school friends.Es: "¡Santiago!"En: "Santiago!"Es: llamaron, sonriendo.En: they called, smiling.Es: "¡Hola!En: "Hello!Es: ¿Cómo me inspiro si no puedo ver nada?"En: How can I get inspired if I can't see anything?"Es: respondió Santiago, bromeando.En: Santiago responded, jokingly.Es: Carlos, siempre el más ingenioso, sugirió: "Podrías trepar ese poste de luz.En: Carlos, always the most ingenious, suggested, "You could climb that light pole.Es: Desde arriba verás todo el desfile."En: From up there, you'll see the whole parade."Es: Santiago se rió, pero lo consideró.En: Santiago laughed, but he considered it.Es: Tras un momento de reflexión, decidió intentarlo.En: After a moment of reflection, he decided to try it.Es: Con esfuerzo, comenzó a subir el poste, sintiendo las miradas curiosas de los transeúntes.En: With effort, he began to climb the pole, feeling the curious gazes of the passersby.Es: Al llegar arriba, la vista era espectacular.En: Upon reaching the top, the view was spectacular.Es: La música se sentía más cercana y las carrozas avanzaban como ríos de colores.En: The music felt closer, and the floats moved like rivers of colors.Es: De repente, un grupo de acróbatas apareció sobre un carro lleno de luces.En: Suddenly, a group of acrobats appeared on a float full of lights.Es: Hacían piruetas bajo la noche estrellada.En: They performed somersaults under the starry night.Es: Era algo mágico.En: It was something magical.Es: Inspirado, Santiago comenzó a dibujar frenéticamente.En: Inspired, Santiago began to draw frantically.Es: Cada línea en su cuaderno capturaba el movimiento, la alegría, la vida.En: Every line in his notebook captured the movement, the joy, the life.Es: Cuando el desfile concluyó, Santiago bajó con cuidado del poste.En: When the parade concluded, Santiago carefully climbed down the pole.Es: Tenía el cuaderno lleno de bocetos, su cara iluminada por una sonrisa de satisfacción.En: His notebook was full of sketches, his face illuminated by a smile of satisfaction.Es: Lucía y Carlos lo esperaban abajo, aplaudiendo su valentía.En: Lucía and Carlos were waiting for him below, applauding his bravery.Es: "Sabía que podías hacerlo," dijo Lucía.En: "I knew you could do it," said Lucía.Es: Caminando de regreso por las calles ahora más silenciosas, Santiago sentía que algo había cambiado.En: Walking back through the now quieter streets, Santiago felt that something had changed.Es: Había vencido su inseguridad.En: He had overcome his insecurity.Es: Entendía que la belleza está en la perseverancia.En: He understood that beauty lies in perseverance.Es: Sus dibujos no solo mostraban el desfile, sino su propio recorrido hacia la confianza.En: His drawings not only showed the parade but also his own journey towards confidence.Es: El Día de los Reyes lo había inspirado no solo a capturar un momento en el papel, sino a creer en su propio arte.En: Día de los Reyes had inspired him not only to capture a moment on paper but to believe in his own art.Es: Santiago supo que siempre buscaría la perspectiva justa, no solo en sus creaciones, sino en su vida.En: Santiago knew he would always seek the right perspective, not only in his creations but in his life. Vocabulary Words:the metropolis: la metrópolito flicker: parpadearthe essence: la esenciathe float: la carrozathe ornament: el ornamentothe aroma: el aromathe big-heads: los cabezudosoverwhelming: abrumadorthe doubt: la dudaingenious: ingeniosothe reflection: la reflexiónthe passerby: el transeúntespectacular: espectacularthe acrobat: el acróbatathe somersault: la piruetafrantically: frenéticamentethe bravery: la valentíato overcome: vencerinsecurity: la inseguridadthe perseverance: la perseveranciathe sketch: el bocetothe perspective: la perspectivato inspire: inspirarto capture: capturarthe confidence: la confianzathe celebration: la celebraciónto resonate: resonarilluminated: iluminadothe journey: el recorridoto applaud: aplaudir
Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (00:49) - Blake's Illness and Recovery (02:05) - Upcoming Topics (04:06) - Cost Segregation Explained (06:46) - AI in Cost Segregation (11:15) - AI's Current Capabilities and Limitations (19:10) - Intuit's OpenAI Deal (22:01) - Intuit's Strategy and Industry Implications (30:12) - Michael Burry's New Bet Against AI (31:21) - Depreciation and AI Companies (39:15) - Rippling vs. Deel: Corporate Espionage (42:44) - New Jersey's Alternative Pathways Bill (44:39) - AI's Role in Tax and Investing Advice (47:37) - Defining Audit Quality: PCOB's New Initiative (51:56) - FASB's Costly Lease Standard (56:13) - Ancient Accounting Systems in Peru (58:45) - Conclusion and Viewer Interaction Show NotesComing soon!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 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/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want 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
FAMILY KONNECT - SCALING NEW HEIGHTS
KingsWord International Church is called of God to raise a people of the Word and the Spirit, equipped with a revelation of their Supernatural Identity. Connect with us on Instagram: @kingswordikeja Facebook: @kingswordIkeja TikTok: @kingswordIkeja Audio Streaming Mixlr: kingswordikeja.mixlr.com Giving Details: KingsWord Ministries International (KMI) GTBank Naira - 0009617383 USD - 0009617510 GBP - 0009617503 Euros - 0009617527 First Timers Form & Number bit.ly/eserviceguest 0810-000-0650
KingsWord International Church is called of God to raise a people of the Word and the Spirit, equipped with a revelation of their Supernatural Identity. Connect with us on Instagram: @kingswordikeja Facebook: @kingswordIkeja TikTok: @kingswordIkeja Audio Streaming Mixlr: kingswordikeja.mixlr.com Giving Details: KingsWord Ministries International (KMI) GTBank Naira - 0009617383 USD - 0009617510 GBP - 0009617503 Euros - 0009617527 First Timers Form & Number bit.ly/eserviceguest 0810-000-0650
KingsWord International Church is called of God to raise a people of the Word and the Spirit, equipped with a revelation of their Supernatural Identity. Connect with us on Instagram: @kingswordikeja Facebook: @kingswordIkeja TikTok: @kingswordIkeja Audio Streaming Mixlr: kingswordikeja.mixlr.com Giving Details: KingsWord Ministries International (KMI) GTBank Naira - 0009617383 USD - 0009617510 GBP - 0009617503 Euros - 0009617527 First Timers Form & Number bit.ly/eserviceguest 0810-000-0650
Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
On this episode of the Woodard Report podcast, Joe speaks with Jeff about the future of AI in accounting and how predictive models can transform bookkeeping accuracy. Jeff shares how his company, Digits, leverages AI not to replace accountants but to streamline workflows, reduce errors, and give professionals more time for higher-value work. They also explore the difference between generative and predictive AI, the role of accountants in reviewing outputs, and why firms must adapt quickly or risk being outpaced by competitors. About Jeff Seibert Jeff Seibert is the co-founder and CEO of Digits, where he's building the world's first AI-powered accounting platform for startups and small businesses. Jeff is also a frequent presenter on both entrepreneurial and technical topics and has lectured at Stanford, Harvard, MIT, and Tufts, as well as keynoted Scaling New Heights, Twitter Flight, AppsWorld, AnDevCon, EclipseCon, and others. Learn more about Jeff at: JeffSeibert.com Twitter LinkedIn Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com. Learn more about the show and our sponsors at Woodard.com/podcast
KingsWord International Church is called of God to raise a people of the Word and the Spirit, equipped with a revelation of their Supernatural Identity. Connect with us on Instagram: @kingswordikeja Facebook: @kingswordIkeja TikTok: @kingswordIkeja Audio Streaming Mixlr: kingswordikeja.mixlr.com Giving Details: KingsWord Ministries International (KMI) GTBank Naira - 0009617383 USD - 0009617510 GBP - 0009617503 Euros - 0009617527 First Timers Form & Number bit.ly/eserviceguest 0810-000-0650
KingsWord International Church is called of God to raise a people of the Word and the Spirit, equipped with a revelation of their Supernatural Identity. Connect with us on Youtube: @kingswordIkeja Instagram: @kingswordikeja Facebook: @kingswordIkeja TikTok: @kingswordIkeja Audio Streaming Mixlr: kingswordikeja.mixlr.com Giving Details: KingsWord Ministries International (KMI) GTBank Naira - 0009617383 USD - 0009617510 GBP - 0009617503 Euros - 0009617527 First Timers Form & Number bit.ly/eserviceguest 0810-000-0650
KingsWord International Church is called of God to raise a people of the Word and the Spirit, equipped with a revelation of their Supernatural Identity. Connect with us on Instagram: @kingswordikeja Facebook: @kingswordIkeja TikTok: @kingswordIkeja Audio Streaming Mixlr: kingswordikeja.mixlr.com Giving Details: KingsWord Ministries International (KMI) GTBank Naira - 0009617383 USD - 0009617510 GBP - 0009617503 Euros - 0009617527 First Timers Form & Number bit.ly/eserviceguest 0810-000-0650
KingsWord International Church is called of God to raise a people of the Word and the Spirit, equipped with a revelation of their Supernatural Identity. Connect with us on Instagram: @kingswordikeja Facebook: @kingswordIkeja TikTok: @kingswordIkeja Audio Streaming Mixlr: kingswordikeja.mixlr.com Giving Details: KingsWord Ministries International (KMI) GTBank Naira - 0009617383 USD - 0009617510 GBP - 0009617503 Euros - 0009617527 First Timers Form & Number bit.ly/eserviceguest 0810-000-0650
KingsWord International Church is called of God to raise a people of the Word and the Spirit, equipped with a revelation of their Supernatural Identity. Connect with us on Instagram: @kingswordikeja Facebook: @kingswordIkeja TikTok: @kingswordIkeja Audio Streaming Mixlr: kingswordikeja.mixlr.com Giving Details: KingsWord Ministries International (KMI) GTBank Naira - 0009617383 USD - 0009617510 GBP - 0009617503 Euros - 0009617527 First Timers Form & Number bit.ly/eserviceguest 0810-000-0650
Episode Description:In this episode of The MediaBooks Podcast, Kristen Corey shares her fresh, behind-the-scenes take on Scaling New Heights 2025—recorded right from her hotel room after breaking down her booth. She dives into what worked, what surprised her, and why conferences aren't just about leads—they're about partnerships, networking, and building real relationships. If you're an accountant or sponsor considering attending a conference, you'll find actionable tips, firsthand lessons, and a candid look at what makes Scaling New Heights unique.Key Takeaways:1. Partnerships often lead to more clients than direct leads—don't underestimate networking with other vendors.2. Arrive a day early to settle in, explore the venue, and avoid feeling rushed before setup.3. Scaling New Heights is highly organized, with set vendor hours that help attendees focus on either sessions or networking without FOMO.4. Face-to-face conversations with decision-makers are invaluable, especially if you want to build strategic partnerships.5. Plan your swag carefully—many sponsors overestimate quantities (Kristen learned this the hard way with leftover gum!).Timestamps:00:00 – 00:30 | Partnerships Over Leads – Why great collaborations often lead to better opportunities than direct conference leads.00:30 – 01:06 | Welcome to the Media Books Podcast – Kristen introduces the episode and sets the stage for her conference review.01:06 – 02:36 | First Impressions & Prep Work – What it was like preparing as a sponsor, from webinars to checklists.02:36 – 04:20 | Arriving at the Conference – Lessons learned about when to arrive and why showing up early matters.04:20 – 06:23 | Venue & Location Highlights – Marriott World Orlando Resort perks, Disney Springs dining, and why the location is great for families.06:23 – 07:48 | Conference Organization – Structured vendor hours, session schedules, and attendee flow.07:48 – 10:22 | Networking & Partnerships – The value of connecting with vendors, unexpected elevator conversations, and why in-person chats beat emails.10:22 – 11:05 | Non-Linear Path to Clients – Why partnerships can be a hidden pipeline for new business.11:05 – 12:19 | Overall Conference Experience – The fast-paced week, inspiring sessions, and vendor interactions.12:19 – 14:11 | Community & Networking Opportunities – Lanyard badges, first-time attendee pins, and building meaningful relationships.14:11 – 15:06 | Final Thoughts & Future Content – Kristen shares her plans for more conference tips and invites questions.15:23 – 16:00 | Media Books Services – Quick breakdown of Media Books' web design, audit, and advisory services.Relevant Links:Work with MediaBooks: https://www.mediabooksagency.com/Follow Kristen on LinkedIn: https://www.linkedin.com/in/kristen-corey/---
Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
On this episode, Joe Woodard continues his conversation from the stage at Scaling New Heights 2025 for the annual practice advancement breakfast address. He shares a heartfelt message on living with agency through autonomy, aspiration, accountability, and authenticity, weaving in personal stories and lessons from leaders like Andy Stanley and Stephen Covey. Through powerful examples he challenges listeners to embrace “agency,” defined as the capacity to act freely and intentionally, transcending barriers to shape impactful outcomes in both business and life. Learn more about the show and our sponsors at Woodard.com/podcast
Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
On this episode, Joe Woodard comes to us from the stage at Scaling New Heights 2025 for the annual practice advancement breakfast address. Joe reflects on the importance of realizing that our days are numbered in order to live with intention, balancing work and life while pursuing meaningful contributions. Through powerful examples—from Winston Churchill to Rudy—he challenges listeners to embrace “agency,” defined as the capacity to act freely and intentionally, transcending barriers to shape impactful outcomes in both business and life. Learn more about the show and our sponsors at Woodard.com/podcast
Blake and David return from Sage Future 2025 with insights into how AI is reshaping accounting—from eliminating the financial close to real-world use cases. They also cover Elon Musk and Donald Trump's public breakup, the latest in Deel's corporate spying allegations, Deloitte's unapologetically intense work-life balance ad, and a billion-dollar “AI” startup that turned out to be powered by humans.SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperTeamUp - http://accountingpodcast.promo/teamup Payhawk - http://accountingpodcast.promo/payhawkChapters(00:00) - Welcome to The Accounting Podcast (01:02) - AI in Accounting: Real-World Examples (05:08) - Sage Intacct Roadmap and AI Innovations (12:02) - AI's Impact on Accounting Jobs (18:33) - AI in Auditing: Tools and Trends (26:54) - Internal Audit and AI Adoption (32:36) - Elon Musk and Donald Trump Fallout (35:43) - Impact of Tariffs and Political Alliances (37:03) - Rippling vs. Deel: Allegations and Legal Battles (40:45) - Deloitte's Work-Life Balance Ad Controversy (43:10) - Accounting Profession's Retention and Salary Issues (46:43) - CPA Title Removal Debate (49:23) - 150-Hour Rule and Master's Degree Debate (52:56) - Trump-Musk Fallout and Its Implications (01:01:07) - Alliant Group and IRS Commissioner Controversy (01:05:14) - AI Startup Fraud Exposed (01:07:08) - Conclusion and Announcements Show NotesComing soon!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 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/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want 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
Earmark Media Presents a bonus episode of Earmark Podcast: What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to examine the research behind the PCAOB's effectiveness and what elimination could mean for audit quality. You'll discover why companies with clean audit inspections can raise capital more easily, how the infamous "40% deficiency rate" actually works, and why these researchers believe dismantling the PCAOB could undermine trust in U.S. capital markets. The conversation reveals the hidden economics of audit oversight and explains why there hasn't been a major public company fraud since Enron and WorldCom.Chapters(00:00) - Welcome to the Show (01:10) - Meet the Experts (02:59) - Discussion on PCAOB's Elimination (08:17) - Research Insights on PCAOB's Effectiveness (20:11) - Deficiency Rates and Audit Quality (24:50) - Economic Impact of Fraud and PCAOB's Role (25:20) - Regulatory Model of the PCAOB (25:59) - Incentive Structure and Audit Quality (26:59) - Inspection Deficiency Rates (28:54) - Restatement Rates vs. Deficiency Rates (30:23) - Auditor-Client Relationship Tensions (31:42) - Documentation Issues in Audits (35:15) - Effectiveness of PCAOB Inspections (37:49) - Impact of PCAOB on Financial Reporting Quality (40:33) - Potential Elimination of the PCAOB (44:00) - Conclusion and Final Thoughts 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 Guests:Maureen McNicholshttps://www.gsb.stanford.edu/faculty-research/faculty/maureen-mcnicholsNemit Shroffhttps://mitsloan.mit.edu/faculty/directory/nemit-shroffDaniel Aobdiahttps://directory.smeal.psu.edu/dza5396Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
On this episode Joe speaks with Geni Whitehouse about overcoming internal obstacles like perfectionism and imposter syndrome to create meaningful change in both life and career. Geni shares her journey from being a high-achieving CPA to finding fulfillment as a keynote speaker, urging listeners to pause, reflect, and ask themselves what they truly want. Her keynote at Scaling New Heights 2025 will challenge professionals to embrace self-awareness, trust their instincts, and courageously chart a new path that aligns with their values. About Geni Whitehouse Geni is a keynote presenter, winery consultant, author, advisory trainer, and President of the ITA. You can learn more about her at GeniWhitehouse.com Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com. Learn more about the show and our sponsors at Woodard.com/podcast
Solo episode with Kristen Corey!
Billions in federal funds for nonprofits were abruptly frozen by the Trump administration, leaving organizations scrambling to stay afloat. Blake speaks with Jerilyn Dressler and Harriet "Hatsy" Cutshall from YPTC about how these freezes disrupted essential services, the complex flow of federal grants, and the rigorous compliance requirements nonprofits must meet. With a judge ordering the funds to be reinstated, they discuss what's next for nonprofits and the ongoing challenges of government funding oversight.Meet Our Guests: Jerilyn Dressler, CPA : https://www.linkedin.com/in/jerilynkeitdresslercpacfeHarriet "Hatsy" Cutshall, CPA : https://www.linkedin.com/in/hatsycutshallcpa-yptcGet 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/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant 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/RunClassifiedAd
SponsorsCPA.com - http://accountingpodcast.promo/cpaRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casRho - http://accountingpodcast.promo/rhoChapters(00:00) - Welcome to The Accounting Podcast (00:54) - Chaos Created by Doge (01:32) - Top Stories of the Week (02:17) - Listener Mail and Additional Topics (05:09) - Live Stream Interaction (06:42) - DOJ and Treasury Payment Freeze (17:40) - Young Engineers at DOJ (24:15) - Automation Features for Seamless Transactions (24:44) - Addressing Viewer Questions on Treasury Policies (25:34) - Debate on Federal Fund Vetting and Spending (27:57) - Government Bureaucracy and Political Battles (33:31) - The Role of Young Auditors in Government Agencies (40:38) - Adobe's Tax Tips: Helpful or Harmful? (43:54) - Final Thoughts on Government Efficiency and Partisanship Show NotesComing soon!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/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant 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
SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperCloud Accountant Staffing - http://accountingpodcast.promo/casRho - http://accountingpodcast.promo/rhoChapters(00:00) - Welcome to The Accounting Podcast (03:37) - Government Employee Buyout Offer Update (09:24) - Undergraduate Accounting Enrollment Surge (12:38) - Illinois Proposes New CPA Pathways (14:25) - Elon Musk and IRS Direct File Controversy (18:16) - Doge's Access to Treasury Systems (26:53) - Tax Exemption on Tips: A Double-Edged Sword (30:19) - The Hidden Costs of Automation (38:03) - AI in Accounting: Current Innovations (47:03) - BDO Lawsuit: Inflated Revenues and ESOP (50:57) - Closing Remarks and Announcements Show NotesComing soon!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/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant 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
Join us in a compelling conversation with Carina Bauer, CEO of the IMEX Group, and a renowned leader in the event industry.This episode of the Events Demystified Podcast dives into Carina's journey from marketing director to CEO, her passion for sustainability and mentoring future leaders, and her adventurous pursuits in rock climbing.Discover how Carina integrates personal passions into her professional life, drives innovation at IMEX, and champions diversity and inclusivity in the industry. Learn about strategic event management, resilience building, and the future of event design, all from one of the most influential figures in the business events sector.Tune in for insights on leadership, culture, and making a meaningful impact in the events world.00:00 Introduction to Carina Bauer and IMEX Group03:46 Carina's Journey and Passion for Rock Climbing06:27 The Role of Fitness and Wellness in Leadership08:19 Pivotal Moments in IMEX's Growth10:50 Building and Maintaining Company Culture16:53 Mentorship and Developing Future Leaders20:57 Sustainability Initiatives at IMEX30:38 Diversity, Equity, and Inclusion in Events38:39 Balancing Professional and Personal Life50:29 Future of the Event Industry53:50 Final Thoughts and Advice for Aspiring Leaders--------------------------------------------------------------Sponsored and Produced by Tree-Fan Events LLC.Discover the future of events: https://ai.treefanevents.comLet's change the way we plan, produce, and experience events together!--------------------------------------------------------------Connect with your Podcast Host at the links below:LinkedIn: https://www.linkedin.com/in/ancatrifan/Instagram: https://www.instagram.com/treefan_events/Instagram: https://www.instagram.com/eventsdemystifiedpodcast/Instagram: https://www.instagram.com/fit.mindful.maven/--------------------------------------------------------------Original Podcast Music written and produced by Fable Score Music.------------------------------------------------------------“Events: demystified” Podcast is brought to you by Tree-Fan Events, a leading woman-owned boutique event planning and production agency offering a comprehensive approach to event management and production, with a focus on enhancing the attendee experience with the #FIT4EVENTS framework for a holistic event cycle in order to create memorable events.
Episode 247FACULTY: Principal Ron BakerCLASS: #TheGuideIn this episode, Scott is in the office again with Accounting High Principal Ron Baker to discuss the future of accounting and the shift towards the transformation economy. Ron outlines the evolution of economic eras and how firms can position themselves to offer superior value by focusing on transformations rather than just services. They also touch on examples from various industries, and discuss the potential of subscription models.
In today's episode of the Fingerprints on Success podcast, Bill is joined by R.T Custer, founder of the Vortic Watch Company.During this inspiring conversation, R.T. shares his path from humble beginnings to spearheading a venture that blends history, craftsmanship, and the pursuit of the American Dream. Along the way, he reflects on the significance of preserving tradition while embracing innovation, offering a glimpse into the values and mindset that fuel his success.You'll hear about the challenges and triumphs that define a business's evolution, including a high-stakes legal battle that tested the founder's resolve and principles. The discussion highlights the importance of standing firm in the face of adversity, guided by a deep belief in one's mission and an unwavering commitment to ethics and creativity.The conversation also touches on the joy of collaboration and the energy that comes from surrounding oneself with like-minded individuals. The excitement of building something bigger than oneself shines through, as does the dedication to leaving a lasting legacy. With an emphasis on fun, purpose, and the power of proximity, this episode serves as a testament to the transformative potential of entrepreneurship and a reminder that every challenge is an opportunity to innovate and inspire.Don't miss another episode of the Elevate Your Career podcast. Leave a review and subscribe today!Enjoy!In This Episode You'll Learn:The lack of American-made products, particularly watches, and the decision to explore the possibility of making watches in the USA. The initial launch of Vortic on Kickstarter in November 2014, where they raised $41,000, far exceeding their $10,000 goal.The marketing strategies for both Vortic and the Colorado Watch Company, focusing on the unique process of converting pocket watches. The legal battle with the Swatch Group, which accused Vortic of trademark infringement and counterfeiting for using antique Hamilton pocket watches. And much more...Resources:Vortic Watch CompanyR.T.'s LinkedIn
Summary: In business, leadership isn't just about taking charge — it's about enabling others to thrive. As companies grow and stakes rise, fostering trust and collaboration becomes essential. Today's guest has embraced a leadership style rooted in empowerment, driving innovation, and turning ambitious visions into tangible success. Today we're sitting down with Mohammed Alardhi, Executive Chairman of Investcorp, a leading global manager of alternative investments. Under his leadership, Investcorp has grown its assets under management from 10 billion to 53 billion in just nine years, all while diversifying and expanding its global footprint. Mohammed leads the firm's activities across its global network in New York, London, Bahrain, Abu Dhabi, Riyadh, Mumbai, Delhi, Beijing, Singapore, and Japan. He is a retired Air Vice Marshal and was the youngest and longest-serving Chief of the Omani Air Force, having joined the Royal Air Force of Oman in 1978. In addition to his role at Investcorp, Mohammed also serves as Chairman of the Muscat Stock Exchange. He sits on several boards, including the International Advisory Board of the Brookings Institute in Washington, D.C., the Eisenhower Fellowship in Philadelphia, The World Economic Forum's Community of Chairpersons, and the Harvard Kennedy School's Dean Council, among others. Mohammed is the author of three published books, the most recent is Connecting to the Future, which became a U.S. bestseller in 2023. He holds a Bachelor of Science degree in Military Science from the Royal Air Force U.K. Staff College and a Master's in Public Administration from the John F. Kennedy School of Government at Harvard University. He is also a graduate of the Royal Air Force Military Academy in the U.K. and the National Defense University in Washington, D.C. In this episode, we discuss how Mohammed redefined his leadership style at Investcorp, blending military precision with visionary strategy to scale operations, foster innovation, and create lasting impact on a global stage. Highlights:How Mohammed spearheaded Investcorp's transformation plan (5:36)Mohammed describes his military experience and how it informs his approach to business (7:47)Situational awareness, and its application to work environments (9:39)How Mohammed views investment decisions on a global scale (11:27)Mohammed's leadership style (12:21)How challenging the status quo helped Investcorp set growth and transformation goals (13:50)What Mohammed has learned from navigating high-profile deals (17:58)How to balance short-term results with long-term strategic planning (19:15)Breaking free of nostalgia in business (20:40)How the Investcorp team maintained internal stability amid substantial growth (22:34)Navigating cultural and economic environments on a global scale (25:19)Investcorp's outlook and goals for 2025 (26:27)Incorporating AI into Investcorp workflows (29:33)Investcorp's influence on corporate social responsibility (30:37) Links:Mohammed Alardhi LinkedInInvestcorp on LinkedInInvestcorp WebsiteBook: Connecting to the Future by Mohammed Alardhi (2023)ICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.
Send us a textIn this episode of the Incubator, hosts Betsy Crouch and David McCulley welcome Dr. Judy Aschner, a prominent neonatologist and physician scientist. Dr. Aschner shares her journey building a research career and emphasizes the importance of mentorship, determination, and collaboration across disciplines. She discusses her personal experiences that shaped her research focus, particularly in pulmonary hypertension and environmental health in neonatology. The conversation highlights the challenges and triumphs of a career in medical research, underscoring the significance of intellectual curiosity and the impact of personal experiences on professional paths. Dr. Judy Aschner discusses her groundbreaking research on manganese levels in parenteral nutrition and its uptake into the brain of infants with prolonged exposure to TPN. She highlights the importance of understanding metal environmental exposures in the NICU and the collaborative efforts that led to successful grant writing for research projects. Dr. Aschner emphasizes the need for inclusivity in research, particularly for children with disabilities, and the significance of longitudinal studies in assessing long-term health outcomes. Additionally, she shares her passion for rock climbing as a means of maintaining mental and physical health amidst her demanding career.As always, feel free to send us questions, comments, or suggestions to our email: nicupodcast@gmail.com. You can also contact the show through Instagram or Twitter, @nicupodcast. Or contact Ben and Daphna directly via their Twitter profiles: @drnicu and @doctordaphnamd. The papers discussed in today's episode are listed and timestamped on the webpage linked below. Enjoy!
Here's what to expect on the podcast:Michelle's transition to becoming a personal growth coach.Mount Kilimanjaro preparation process, challenges, and crucial decision-making during the climb.The lessons learned from climbing Mount Kilimanjaro that can be applied to personal and professional growth.SMART goals approach and how to implement it.Michelle's book Stop Doom Scrolling and her coaching programs.And much more! About Michelle:Michelle Gruening has worked in customer service for over 20 years, from scrubbing floors at Sonic to managing Thanksgiving Day Parades at Walt Disney World. Through her decades of dedication to helping people achieve their goals, Michelle reached what many would consider the summit of success: working for Disney's Fairytale Weddings, managing store operations for Starbucks during Super Bowl 46, and, despite the toxic work environment, building the first customer experience team for a global SaaS company.Despite all this, Michelle felt unfulfilled, overwhelmed, and like an imposter in her own life. She was building other's dreams instead of her own, so she stopped making excuses and chose to break free from the BS to live her own life on her own terms. Within the next 12 months, she decided to train for and ultimately reached the summit of Mount Kilimanjaro. Now, she's bringing her insights of discipline, discovery, and resilience to the world.Since her successful summit of Mount Kilimanjaro, she has released her first book, titled Stop Doom Scrolling, that helps people break free from their phone addiction and get back to living their life with mindfulness and personal growth activities. As a personal growth coach to business leaders, Michelle helps women stop making excuses and start getting real results in their life and business, one step at a time. Connect with Michelle Gruening!Website: https://www.michellegruening.com/LinkedIn: https://www.linkedin.com/in/michellegruening/Facebook: https://www.facebook.com/michelleegrueningInstagram: https://www.instagram.com/michellegrueningBook: Stop Doom Scrolling: The Adventure-Inspired Book With More Than 200 Mindfulness Activities To Help You Get Off Your Phone And Back To Living Your Life https://bit.ly/3ZtjvVi Connect with Anne Zuckerman!Websites: https://annezuckerman.com/ | https://justwantedtoask.com/Facebook: https://www.facebook.com/AnneInPinkInstagram: https://www.instagram.com/annezuckerman/LinkedIn: https://www.linkedin.com/in/annezuckerman/Bezi Woman: https://beziwoman.com/ | https://www.beziwoman.shop/two-step-order1591558404525Bezi Bra Discs Facebook: https://www.facebook.com/bezibradiscs
At the University of Nevada, Reno, one student group is scaling new heights—literally. Nevada Climbing, the university's rock climbing team, is not just a place to test your strength and endurance; it's a tight-knit community where students come together over a shared passion for climbing. Juliet Ojeda reports.
Blake and David discuss Trump's proposed Department of Government Efficiency (DOGE) and its potential impact on tax filing and federal remote work policies. They analyze the Pentagon's seventh consecutive failed audit and examine Intuit's ambitious plans to expand its enterprise offerings. The duo also explores a groundbreaking study showing ChatGPT-4 outperforming human doctors in medical diagnoses, highlighting AI's growing capabilities in professional decision-making.SponsorsRelay - http://accountingpodcast.promo/relaySuralink - http://accountingpodcast.promo/suralinkSmartVault - http://accountingpodcast.promo/smartvaultArtiffex - http://accountingpodcast.promo/artiffexChapters(00:00) - Welcome to the Accounting Podcast (01:52) - DOGE's Impact on H&R Block and TurboTax Stocks (02:57) - IRS Free File Program (04:49) - Intuit's Response to DOGE Initiative (10:43) - Remote Work for Federal Employees (16:25) - Pentagon's Audit Failures (22:36) - AI Outperforms Doctors in Diagnosing Illnesses (32:12) - Boosting Productivity with ChatGPT (36:09) - Salesforce's AI Irony (38:15) - Anthropic's AI in Action (45:34) - Intuit's AI Strategy and TurboTax (48:36) - Intuit Enterprise Suite and Market Expansion (55:27) - Closing Remarks and Future Topics Show NotesComing soon!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/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsClient Hub - https://clienthub.app/Forwardly - https://www.forwardly.com/Want 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
Blake and David dive into the economic implications of Trump's election victory, including proposed tariffs that could significantly impact businesses and inflation. They explore potential tax changes under a new Trump administration, from corporate rate reductions to the elimination of the SALT cap. They also examines an alarming $47 million IRS fraud scheme targeting tax practitioners and debate the future of Bitcoin as speculation grows about a potential national Bitcoin reserve.SponsorsOnPay - http://accountingpodcast.promo/onpaySuralink - http://accountingpodcast.promo/suralinkCloud Accountant Staffing - http://accountingpodcast.promo/casArtiffex - http://accountingpodcast.promo/artiffexChapters(00:00) - Welcome to The Accounting Podcast (03:05) - Avalara Crush Conference Insights (07:48) - AI and the Future of Tax Compliance (13:21) - Trump's Economic Impact (17:26) - Tariffs and Global Trade (25:40) - Tax Proposals and Implications (36:53) - Bitcoin's Meteoric Rise and Market Speculations (47:43) - AI Adoption in the Workforce (49:53) - IRS PPS Fraud: A Deep Dive (01:00:49) - PCAOB Drama and Audit Deficiencies (01:06:49) - BOI Reporting and AICPA's Response (01:10:33) - Closing Remarks and CPE Information Show NotesComing soon!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/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCoefficient - http://accountingpodcast.promo/coefficientexpoForwardly - https://www.forwardly.com/Client Hub - https://clienthub.app/Want 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
Join Taran Armstrong and Chappell as they unravel the latest twists and turns of "The Summit" in episode 5.
We discuss growth strategies from Sweden to South Africa as we meet the CEO of Peak Performance to hear about the importance of bricks-and-mortar retail for building communities. And: why creating meaningful touchpoints with customers in physical retail spaces can help new brands flourish. See omnystudio.com/listener for privacy information.
Send us a textPat Sperry is a seasoned yoga instructor deeply rooted in the lineage of Iyengar Yoga, holding a notable certification that underscores his dedication to rigorous practice and teaching. Based in Mount Helix, San Diego, he is not only a practitioner but also a facilitator of enriching experiences. Pat is the founder of Flourish, a company that orchestrates transformative retreats and events worldwide. With extensive experience in yoga and meditation, Pat combines his athletic background and spiritual pursuits to create enlightening journeys for his participants.Visit Pat on his website here: https://www.peaceloveflourish.com/?aff=nativeyogaFollow him on his IG @beflourish here: https://www.instagram.com/beflourish/Key Takeaways:Pat Sperry highlights the transformational power of yoga, particularly Iyengar Yoga, even as it resonates differently with diverse individuals.Men's retreats run by Pat offer a safe space to explore masculine archetypes and grounding yoga practices.Todd and Pat explore the balance between rigorous discipline and relaxed spirituality, revealing insights into the ebb and flow of personal meditation practices.Insights are shared on how cultural, energetic, and spiritual experiences are integrated into Flourish's transformative retreats.Thanks for listening to this episode. Check out:
In this episode, Mick Hunt delves into the exhilarating life of Dianette Wells, whose mountaineering and adventure-racing feats mirror her dynamic approach to life and parenting. Dianette discusses the drive behind her daring pursuits and how her experiences have influenced her role as a mother and author, inspiring listeners to embrace challenges with courage and determination. Dianette Wells' Background: Celebrated for conquering the world's highest peaks and embracing extreme adventures while balancing the demands of motherhood. Defining Moments: Reflections on personal challenges and a spirit of adventure have shaped her life's philosophy and parenting style. Discussion Topics:Dianette's accomplishments include summiting the highest peaks on each continent and her profound experiences in adventure racing.The inspirations and motivations behind her relentless pursuit of extreme challenges.Insights into her recent book release, capturing her life's adventures and the lessons learned.Key Quotes:"Facing the summit is like facing life's challenges: daunting yet rewarding.""My adventures taught me resilience, which I pass on to my children."Next Steps:Explore: Check out Dianette Wells' latest book for a deeper dive into her extraordinary journeys.Reflect: Consider your summits and how to conquer them with resilience and vigor.Engage: Share how Dianette's story motivates you to tackle your challenges using #MickUnplugged.
Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD
In this episode, we sit down with Chidi Egbujie, a seasoned Business Growth and Profit Advisor for tech businesses. Chidi brings a wealth of knowledge from his extensive experience in supporting startups and established companies. We delve into the intricate world of business growth strategies, exploring how companies can accelerate their growth while maintaining financial stability. Chidi demystifies the complexities of tax efficiency, offering actionable tips and strategies that can help business owners optimize their tax planning and save money. We discuss common pitfalls in business growth plans and how to avoid them, the crucial differences between profit and cash flow, and the importance of strategic goal setting. Listeners will also learn about leveraging technology for business expansion, the role of accounting software, and key performance indicators (KPIs) that tech businesses should track. Chidi shares valuable insights on maintaining financial health, choosing the right accountant, and staying compliant with financial regulations. Whether you're an entrepreneur looking to scale your business, or a seasoned business owner aiming to refine your financial strategies, this episode is packed with expert advice and practical tips to help you succeed. Tune in and get inspired by Chidi's journey and expertise! Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on Threads: https://www.threads.net/@thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: https://financial-freedom-for-physicians.ck.page/b4622e816d Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233 Join our Patreon Community: https://www.patreon.com/user?u=87512799 Join our Spotify Community: https://podcasters.spotify.com/pod/show/christopher-loo/subscribe Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2024
Join host John Quick on the "United States of Small Business" podcast for an inspiring conversation with Ron Earley, founder of Greywolfe Investing. Renowned for their expertise in scaling wholesale FBA stores, Greywolfe Investing has sold an astonishing $1.4 billion in products for their clients. In this episode, Ron shares the secrets behind their success, from meticulous market analysis and prime product selection to immaculate warehousing and optimized operational processes. Discover how Greywolfe Investing sets unparalleled standards in the e-commerce world and learn valuable insights to elevate your own business. Tune in for an episode filled with innovation, expertise, and actionable advice. Check Grey Wolfe out here: https://www.greywolfeinvesting.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/usofsmallbusiness/message
In this episode of the Well-Oiled Operations™ podcast, Stacy explores the journey of scaling new heights by tackling strategies for overcoming a plateau in business growth. With her extensive entrepreneurial experience, she dives into the common challenges business owners encounter as their growth stalls and offers actionable techniques to reignite momentum and push their enterprises to new levels of success. Stacy discusses the different growth trajectories businesses may experience and emphasizes the importance of identifying whether your business has hit a plateau. With a framework laid out in clear, engaging language, Stacy illustrates how even a successful business needs continual reevaluation and strategic pivoting to maintain and enhance growth. Also in this episode: Your current success may require a model rework to sustain and grow further. Unique strategies from different sectors can provide innovative growth opportunities. Sometimes, the key to overcoming a plateau is to reconnect with the reason you started your business. Ensure you're not overwhelming your business with mediocre services by honing in on what works best. Work with Stacy Tuschl: Click HERE to Book A Call With Stacy Increase Your Profits While Getting Your Time Back: Join My Free Masterclass - Protect Your Profit Join Well Oiled Operations ™ Live: A 3-Day Virtual Conference Designed to Help You Build & Maximize Your Team to Increase Profit While Reducing Your Workload. Subscribe To Well-Oiled Operations™ with Stacy Tuschl: Apple Podcast | YouTube | Spotify Connect With Stacy Tuschl: Website | Facebook | LinkedIn | Instagram About Stacy Tuschl And Well-Oiled Operations™: As a best-selling author, speaker, and successful business owner, I empower small business owners to thrive. Through my Well-Oiled Operations™ approach, I assist entrepreneurs in attracting customers, increasing profits, and finding personal happiness. My proven process helps students overcome challenges, reach their full potential, and establish self-sustaining ventures—all while maintaining a balanced life. You shouldn't sacrifice your well-being for your business; your business should enhance your life. I understand the worries and doubts you face but trust me, your dreams can be realized. Let me guide you in transforming your local business into your ultimate vision, fostering tranquility, prosperity, and fulfillment. This Podcast Is Produced, Engineered & Edited By: Simplified Impact
In this episode of Franchising 101, Tim Parmeter interviews Zach Peyton, Brand President, and Pete Trexler, the Director of Franchise Development of Superior Fence and Rail, a home service franchise that provides fencing solutions to homeowners and businesses. They discuss the unique aspects of their franchise model, the type of franchisees they typically look for, and the commitment required for success. They also emphasize the importance of their customer-focused approach and the benefits they've experienced since being part of the Empower Brands network. If you're interested in learning more about the potential growth opportunities within the home service industry, especially for franchisees, tune in now! Episode Highlights: About Superior Fence and Rail, services, and business model Franchise details and expectations of franchise owners Initial business resources and size The importance of marketing strategy and support mechanisms The owner's role and day-to-day What sets Superior Fence and Rail a part and the benefits of a large parent company Want to know more? Go ahead: Schedule a call with one of our franchise coaches! Links and resources mentioned in this episode: Schedule a call https://meetings.hubspot.com/tim17 Franchising 101 podcast website with a library of past episodes http://franchising101.net/ Superior Fence & Rail website https://www.superiorfenceandrail.com/ Reshift Media's Brand Amplifier https://www.brandamplifier.io/ Visit Entreprenuer.com for a wealth of information for people just like you! https://www.entrepreneur.com/ NEW Franchising News site https://www.franchisingnews.net/ Interested in franchise ownership? Schedule a call with one of our coaches today! FranCoach is connected with over 500 franchises and we walk you through the process of finding the perfect franchise for you. Our services are always free and we commit ourselves to helping you find your better tomorrow. If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than 60 seconds and it really makes a difference in getting our message out to more people who can use it. Sign up for our email newsletter at FranCoach.net Interested in sponsoring the podcast? Contact us at info@francoach.net Follow FranCoach: Twitter: twitter.com/FranCoach4U Facebook: facebook.com/francoach4u/ YouTube: youtube.com/channel/UC1GtG31hWoecEONdScIJOsQ