Podcast appearances and mentions of susan bryant

In this episode, Rory speaks with Susan Bryant, founder of Unboxed Advisors, and Randy Crabtree, co-founder of Tri-Merit Specialty Tax Professionals, about their contributions to The Holistic Guide to Wealth Management and how CPAs can build firms that deliver a stronger return on relationships for both clients and team members. Susan shares why she left a traditional firm to build a concierge-style advisory practice centered on deep client relationships, one that offers greater meaning and personal fulfillment. Randy discusses findings from the CPA Career Satisfaction Survey, including why mid-career professionals are burning out and how firm leaders can improve culture, leadership, and employee well-being. Together, they explore why compliance alone is no longer enough, how a Virtual Family Office model can improve client outcomes and why empathy and operational freedom can help pave the way for building a winning team . Want to know how to create a practice that aligns with your values? Curious how to attract and retain talent? Find out the answers to these questions and more in this designing better lives and firms conversation with Susan Bryant and Randy Crabtree.

Accountants who stay silent risk disappointing--and probably losing--clients.Accounting Influencerswith Rob BrownAccountants, take charge of your client relationships—that was the call to action from Susan Bryant, CPA, on a recent episode of Accounting Influencers. The episode, hosted by Rob Brown, highlights Bryant's mission to empower accountants to refine their client base, set professional boundaries, and elevate client interactions to meet today's high expectations.Full Show Notes Here | More Accounting Influencers with Rob Brown hereBryant, a CPA and co-owner of a firm in Plano, Texas, has built her career on driving excellence in accounting. Known for her expertise in advisory services, she's passionate about transforming the way accountants view client relationships and service delivery. "Accountants today must redefine what a good client looks like," Bryant stated. "In this industry, it's time to align with clients who truly value and respect the work we do and are ready to invest in that relationship."

In this episode of The Faces of Business, Susan Bryant, CPA, CTP, Founder & CEO of Unboxed Advisors, shares her unique insights into how solid accounting can drive business success and stability. Susan is the Founder & CEO of Unboxed Advisors. As a seasoned Certified Public Accountant and Certified Tax Planner, she is a vanguard in revolutionizing accounting practices to foster entrepreneurial wealth and business growth.   Check out the Blog post here: Why Accounting Should Be a Priority as an Owner   Thanks for taking the time to listen today.   Find Damon Pistulka on LinkedIn talking about life & building businesses you can sell or succeed.    On Twitter as @dpistulka with inspiration and sharing thoughts.    Find out more about Damon when he's not working.  @damonpistulka on Instagram, or Damon Pistulka on Facebook.      More information on building businesses you can sell or succeed and the Exit Your Way method on our website   View our blog page for this episode here.   Email us for more information info@exityourway.com

Today we have a special guest, Susan Bryant, a trailblazer in the field of accounting and the CEO of Unboxed Advisors. In this episode, we dive deep into the world of tax efficiency and financial strategy for entrepreneurs. We'll learn about different entity types, the importance of proactive accounting, and Susan's expert advice on building wealth outside of your business. Whether you're a seasoned business owner or just starting out, this episode will empower you to take control of your finances and pave the way to entrepreneurial success. So grab your notepad and get ready to level up your financial game!ABOUT SUSANSusan Bryant is a trailblazer, a force of positive change, and a renegade in the field of accounting. As a Certified Public Accountant, Certified Tax Planner, and seasoned business owner, she's worked with thousands of entrepreneurs in various capacities, excelling as an architect of cutting-edge accounting processes, a holistic business advisor, and a strategic tax coach.LINKS & RESOURCES- Visit Unboxed Advisors' Website- Connect with Susan on LinkedIn

This week Clint and Dawson sit down with Kim Smith. Kimberley Bodenhamer Smith's Facebook Bio says: “Texan born in California and residing in Tennessee: Mudder, Author, unicyclist, Caver, Transhumanist, and an Episcopalian.” Many other labels and clubs could be added to the vast interests of this American TAG Caver. Kim, as she prefers to be called by friends and family (or Kimmie with an IE) is a typical Alpha female caver. "She states you either love me or hate me. I have a polarizing personality. Kim bought Chilliheads a fleece product company, from Darrell and Susan Bryant in the winter of 2010. The company started on Signal Mountain, TN in 1991. Chilliheads was one of the first fleece hat and liner companies in the southwest and serviced mountaineers, rock climbers, skiers, kayakers and cavers just to name a few markets. This was a “golden ticket” into the caving community that is notoriously a very closed community for a number of very legitimate reasons which we discuss. Kim states; there are only 15,000 active NSS Cavers in the US. Kimberley put the pleasure and service of the sport before her business, and became the secretary of Chattanooga Grotto and sat on the executive committee for three years. Finishing out her Geo-political contribution to the National Speleological Society, as the chairwoman of CG in 2014. The Chattanooga grotto is an elite group of big-name Cavers and has been in existence for over 50+years. Kim has also been a member of the Sewanee Mountain Grotto. Her cave mentors have been the late Moore J. Smith of Lookout Mountain, Page Ashwell of the TAG Grotto, Kelly Smallwood of the G-Spot Grotto, and the late Steve Hudson of PMI ropes. Her love of adventure began by running away from ski school on Mammoth Mountain at five in 1981—to white water rafting the Zambezi river in August 1999, right after South Africa's apartheid. She also built a cabin off grid at 10,000 feet in Park County Colorado, in South Park Ranches, during her early 20s. She is an avid skier/snowboarder. The snowboarder was retired in 2006 after having a level three spinal fusion at C-three, four and five. Kim's NSS number is RL63293. She's waiting on that 15 year pin—it's a year or two off from showing up in the mail. Kim is fiercely loyal and loving. Kim is proudest accomplishment in life is her son Bo, 19 and Burke who is a senior and 18. She believes deeply in manifestation and synchronicity. Thanks for listening! Find all our episodes at dayfirepodcast.com This podcast is powered by ZenCast.fm

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 10, "Getting Accounting Clients to Conform", Susan Bryant discusses how accountants can improve their services and client experiences. She discusses the importance of accountants being proactive, communicating with clients regularly providing holistic financial advice. Bryant suggests that accountants need to focus on the clients that truly value their services and are willing to pay for them. She also encourages accountants to prioritise their fulfilment by only offering services they enjoy and focusing on their business development.Bryant notes that the accounting industry needs to shift from an employee mindset to an entrepreneurial mindset and suggests that compensation for accountants should be tied to their ability to increase the value of their client's businesses and personal lives.Bryant also discusses the need for accountants to standardise their processes to ensure conformity from the beginning and create positive client experiences. She highlights the importance of setting expectations and having systems to handle clients' varied and complex needs. She notes that clients are increasingly willing to switch accountants to find better service and advice and that accountants must be honest about their services to avoid disappointing clients. Bryant also emphasises the need for accountants to continually focus on their business development and continuously improve their knowledge and expertise.You can also watch this on youtube - https://youtu.be/BDsfqdX3CcsKey takeaways➤ Clients seek a more holistic approach from their accountants beyond compliance work. Accountants must evaluate whether their clients truly understand and value their work and are willing to conform to their processes and standards.➤ Accountants should consider recalibrating what a good client looks like and be willing to let go of clients who are not a good fit. This may necessitate creating systems and processes to attract better clients eager to consume their services.➤ Accountants who are proactive, close to their clients, and able to deal with complexity will be more successful. They need to be willing and honest about the clients they want to serve and how they want to serve them.➤ Accountants need to have an entrepreneurial mindset and think of themselves as business owners. They should be compensated based on their ability to contribute to increasing the value of their client's businesses and personal lives.➤ Developing a more commercial acumen and a more entrepreneurial business-thinking mindset will be necessary for accountants to stay relevant.Guest BioSusan Bryant is a highly experienced and accomplished Certified Public Accountant (CPA) and Certified Tax Coach passionate about driving positive change in the business world. With over 15 years of experience, Susan has worked closely with numerous business owners, helping them achieve their goals and dreams by improving their finance functions. She firmly believes that accurate and reliable accounting data, combined with advanced tax planning and strategic advisory services, can be a game-changer for businesses looking to propel themselves forward.Susan has worked in various capacities with her clients over the years, including as an architect of accounting processes, a mergers and acquisitions (M&A) advisor, and a tax strategist. Her expertise and dedication have earned her a reputation as a trusted and respected professional in the industry. With her knowledge and skills, Susan has helped countless businesses streamline operations, maximise profitability, and achieve long-term success.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly...

The importance of networking should not be underestimated. I say this because, I did not do it, for years. Even though I worked for large corporations, my market was very exclusive, and my business did not depend on it. When I left to start my own business, because I had not been actively networking in my community I was behind. I started my business from scratch thinking that through visibility on social media and having a website that clients would suddenly appear. I was underestimating the power of the face-to-face relationship. If it were not for my friend Jolene Risch, who invited me to my first local networking meeting here in Dallas, I don't know if the realization would have come to me in time. So why is it important to network? I think the example I just shared is one reason…. And there are so many more. Which is why I'm excited to bring this episode to you today specifically on the power of networking. My guests, Susan Bryant and Phuong Jennings, will both share their thoughts on networking, how it has worked for them, and how we can use it to help each other professionally and personally.

This week on the Maximize Business Value Podcast, join us for part 2 of our interview with Susan Bryant! Tune in for some very valuable and actionable information regarding year-end planning! Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom's career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you?  Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms.  Our mission was born from the lessons we've learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you can succeed.

This week on the Maximize Business Value Podcast, we welcome back 4-time podcast alum, Susan Bryant! Tune in for some very valuable and actionable information regarding year-end planning from a true CPA guru! Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom's career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you?  Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms.  Our mission was born from the lessons we've learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you can succeed.

Susan Bryant is the Principal of MB Group, a public accounting firm headquartered in Plano, TX. Susan and her team are dedicated to transforming businesses by maturing their finance function. In this episode, Susan shares her journey to public accounting, leadership insights, and the secret recipe that consistently delivers financial success for her clients.Together, they discuss: The return of live, in-person events (2:00) How Susan got into accounting (2:45) Susan's first job as a bank teller (4:10) Taking a pay cut from banking to public accounting (4:30) Learning the practice of public accounting on the job (5:20) Joining MB Group (8:24) Susan's take on the definition of leadership (9:30) How COVID differentiated businesses with solid financial advisors (12:26) Industries that thrived during the pandemic (14:25) The future of hybrid work and talent (15:20) Implementing technology to modernize the firm (18:57) Strategic planning for clients (21:49) How the MB Group helped ZigZag Stripe thrive during COVID (26:19) Celebrating clients' most successful moments (29:01)

Susan Bryant, recognized as one of the Top 50 Women in Accounting (Ignition 2021) and firm owner of MB Group in Plano TX, joins us on this episode to discuss staffing, pricing, and client acquisition from an insightful, high level POV. 

Susan Bryant joins VIP's Casey Hasten in a discussion about The MB Group LLC, a certified public accounting firm. Susan is the Principal of The MB Group, which offers auditing, accounting, tax, business consulting, and financial services. The MB Group was recently named one of the Best Workplaces in 2022 by Inc. Magazine. Predominately a female firm, their team of certified tax accountants have the experience and expertise to help your business grow. They are dedicated to your success and will work closely with you to achieve your goals.About the Guest:LinkedIn: https://www.linkedin.com/in/susanbryantcpa/Website: https://www.mbgcpa.com/About The We Are VIP Podcast:This podcast is brought to you by VIP to add value to your job or candidate search. Each week, we'll bring you helpful tips and insights from leading professionals to help candidates land their dream jobs and help employers find better talent.Hosted by:Casey Hasten, Director of Recruiting at VIPAbout VIP:We utilize a holistic approach to support your strategic initiatives in accounting and finance. From recruiting and strategic staffing, to project management consulting, our service model offers a comprehensive solution that allows for flexibility as you navigate transformation and growth within your organization.Connect:LinkedIn: https://www.linkedin.com/company/270216/Facebook: https://www.facebook.com/WeAreVIPCompanyJob Openings and Services: https://wearevip.com

On this episode of Mount Pleasant Podcast, Susan Bryant, the Sales & Marketing Director for Pawleys Island Festival of Music & Art talks to host Brian Cleary about the different music genres you can find at the festival this year, information about the 9 concerts during 3 weeks in October, and where & when to buy tickets, a little about the 31 year history of PIFMA ... and more. Tune in!

No one wants to pay more than their fair share of taxes - and if you really know what you're doing, you won't have to. On this episode of the Jeff Crilley Show, Jeff sits down with leading national expert Susan Bryant, CPA, CTC, Principal at MB Group, to share some rock solid tax tips. Visit MB Group's website: https://www.mbgcpa.com/

In this episode, I highlight four Dallas-based giants who each bring their own level of diverse expertise and knowledge to help you thrive professionally, corporately, and personally. You will hear from Susan Bryant, Thomas Turci, Dyron Jolly, and David C. Willams.

On behalf of the Accounting Influencers Broadcast Network, this is the "Insights in Accounting" show, going live every Tuesday. This show is about filling in the knowledge gaps in your busy lives as accountants and leaders in practice, plus bookkeepers, finance leaders and the software/fintech industry that serves them. It's what you missed and you didn't know you missed, and why it's important. Episode 3. In today's interview, "Potential Upside to the Accounting Great Resignation." Key takeaways from this episode include: ☛ why the talent crunch could be a blessing in disguise for the accounting profession ☛ whether the 'great resignation' in accountancy is actually a fact or a myth ☛ the number one thing that stops accountants and practices from being more proactive with their clients ☛ what accounting practices can do to make the work more meaningful for their staff ☛ the need to challenge a SALY mentality in accountancy - same as last year ☛ what holding clients accountable does for accounting professionals and their engagement in the work ☛ what firing the lower end clients does for accounting portfolios and why it's so difficult to do in practice ☛ shout out to Susan Bryant (previous interviews) on clients making their accountants better and accountants doing the same for clients ☛ the need to leverage technology faster and better in accounting firms (using what you've got) for greater efficiencies Action - holding onto and attracting good staff is 'doable' if accounting firm leaders do the right things, set the right culture and put a positive spin on the great resignation. Mentioned in the show: Accountants - Make Good Clients Great: Susan Bryant https://bit.ly/38F7rdn (https://bit.ly/38F7rdn) https://youtu.be/-OmLCgBnkFc (https://youtu.be/-OmLCgBnkFc) How Clients Can Educate Accountants: Susan Bryant https://bit.ly/3to4yF1 (https://bit.ly/3to4yF1) https://youtu.be/e6dyUR9WOgc (https://youtu.be/e6dyUR9WOgc) Original source: https://www.accountingtoday.com/list/is-there-a-silver-lining-to-the-great-resignation-for-auditors (https://www.accountingtoday.com/list/is-there-a-silver-lining-to-the-great-resignation-for-auditors) ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! Follow the Accounting Influencers Broadcast Network shows - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies. Join, follow, subscribe, like, share and engage: ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ...

As a business owner have you found that all money is not good money? It's a lesson that many entrepreneurs need to learn the hard way, which is there's no money in the world that makes working with. bad client worth it. At first, the money may seem worth it, but you quickly find that its just not the case. So how do you determine who your best clients are, and how can you use that information in the hiring process? Plus what happens when you discover you're working with a not-so-ideal client, and you need to fire them? In this episode of By The Books, Susan Bryant comes back to join Lindsay to talk about what she has done to help with this problem over her long career as a CPA. They talk about ways you can help determine who you work best with, and how to figure out which clients fit that role. They also talk about why having strategic partners is so important, and how it allows you to work in your zone of genius and work with the right clients. If you would like to connect with Susan, visit: www.mbgcpa.com. To reach Lindsay Kline, email info@sakline.com or visit https://my.captivate.fm/sakline.com (sakline.com). You can also reach them at 866-266-5738.

Episode 120. In today's interview, "How Clients Can Educate Accountants: Susan Bryant" Susan Bryant is a CPA with a vision to help business owners achieve their dreams. She has been voted Top 50 Women in Accounting and works with the MB Group leading lead the Accounting Services team. Her favorite roles are being the architect of accounting processes, an M&A advisor and tax strategist. Susan's passion is transforming the lives of business owners by bringing order to the finance function and alleviating stress around taxes through proper and timely planning. Key takeaways from this episode include: 》shout out to Susan's previous interview on what makes a good accounting client https://bit.ly/38F7rdn (https://bit.ly/38F7rdn) 》what accountants should do to ensure their clients step up to be better clients 》top tips for accountants to manage the expectations of their client 》what makes the good accountants great in terms of going beyond compliance for their clients 》what turns a good accounting client into a great one - the dynamics of a great client-accountant relationship 》the importance of accounting clients treating their advisors as partners rather than mere suppliers of a service 》when accounting advice becomes more emotional and and relationship based for clients 》how very few business owners have a good knowledge of what their accountant actually does 》examples of questions accountants can ask their clients to improve their relationship and service 》the questions and topics business owners should be bringing up with their accounting advisors 》whether clients can and even should focus on making their accountants better advisors 》the options for accounting firm clients who are not happy with what their professional advisors are doing 》how coachable accountants and CPAs are as a breed and why few are interested in developing 》the importance for business owners to be clear on what they want from their accountant and vice versa 》the key elements of the discovery call for accountants and prospective clients 》what business owners should be asking a potential new accounting advisor before hiring them 》the kind of things that make business owners switch CPA firms or accounting advisors (and what doesn't) 》the biggest thing accountants and the accounting profession needs to work on to improve the sector's image 》what it means for accountants to actively help their clients to fulfil their dreams 》the need for accountants and CPAs to have their own dreams and visions so they transform themselves 》the difference between incremental change and significant transformation for accountants and their clients Outside work, you'll find Susan whipping up new dishes in the kitchen, shopping at the mall with her teenage daughters, planning (in excruciating accountant-like detail) her next vacation and, if it's Christmas-time, glued to the Hallmark Channel.  https://www.linkedin.com/in/susanbryantcpa (https://www.linkedin.com/in/susanbryantcpa) https://twitter.com/MBGroupSusanB (https://twitter.com/MBGroupSusanB) https://www.mbgcpa.com/ (https://www.mbgcpa.com) Check out Susan's previous interview on the show: Accountants - Make Good Clients Great: Susan Bryant https://bit.ly/38F7rdn (https://bit.ly/38F7rdn) NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world....

In this episode, Lorilee connects with her friend and former professor, Susan Bryant. The two met in Susan's class at Austin Peay State University in Clarksville, Tennessee where she taught analog photography for 37 years. Her work has been featured in numerous exhibits across the country, and she has been the recipient of several distinguished artistic fellowships throughout her career. Though she retired from full time teaching in 2019, Susan continues to instruct online and in-person photography workshops, while also maintaining a robust and active studio practice. She and Lorilee discuss the nature and value of creativity in different phases of their lives, as well as their intertwined paths to recovery. Highlights: On Susan's playlist: ‘I Am Light' by India.ArieSusan's early love for painting and photography Analog art versus digital art in the pursuit of play and discoveryHer Light Catchers workshopsTheir respective and overlapping journeys toward sobrietyUsing therapy to break down the walls that we buildSusan's ‘third act,' now that's she's sober  One tool for our G&G toolboxMentioned in this episode:We Are the Luckiest: The Surprising Magic of a Sober Life by Laura McKowenTLC aka The Luckiest Club

For the second week in a row Ron and Ed welcome practitioners who are changing their business models. The week they speak with Susan Bryant and Janet Haston, principals of The MB Group about their jettisoning the billable hour in January of this year. The conversation will provide insight into the effects on the firm, particularly the relationships with customers and among the team members at The MB Group. If you have a question for Susan or Janet, please send it along to asktsoe@verasage.com.

For the second week in a row Ron and Ed welcome practitioners who are changing their business models. The week they speak with Susan Bryant and Janet Haston, principals of The MB Group about their jettisoning the billable hour in January of this year. The conversation will provide insight into the effects on the firm, particularly the relationships with customers and among the team members at The MB Group. If you have a question for Susan or Janet, please send it along to asktsoe@verasage.com.

For the second week in a row Ron and Ed welcome practitioners who are changing their business models. The week they speak with Susan Bryant and Janet Haston, principals of The MB Group about their jettisoning the billable hour in January of this year. The conversation will provide insight into the effects on the firm, particularly the relationships with customers and among the team members at The MB Group. If you have a question for Susan or Janet, please send it along to asktsoe@verasage.com.

Episode 103. In today's interview, "Accountants - Make Good Clients Great: Susan Bryant." Susan Bryant is a CPA with a vision to help business owners achieve their dreams. She has been voted Top 50 Women in Accounting and works with the MB Group leading lead the Accounting Services team. Her favorite roles are being the architect of accounting processes, an M&A advisor and tax strategist. Susan's passion is transforming the lives of business owners by bringing order to the finance function and alleviating stress around taxes through proper and timely planning. ★ how accountants can transform companies by professionalising the finance function ★ a formula accountants can follow to increase value for their business clients ★ how most business owners have a poor grasp of accounting and actually do not want to get involved in the numbers ★ what happens when business owners and entrepreneurs neglect solid accounting and financial advice ★ why tax planning as a core service is so vital for accountants and why must convince their clients to invest in it ★ the problems in expecting accountants and CPAs to be future oriented ★ the number one reason accountants under-value themselves and their knowledge ★ valuable tips to help accountants justify the prices they charge for their services ★ the importance for accountants to educate clients on how they price, work and measure results ★ why successful accounting is 90% communication when creating a strong client experience ★ what prevents accountants from communicating properly to their clients and the problems this creates ★ the single biggest reason accounting firms should standardise processes and create standard operating procedures (systems) ★ what makes onboarding such a critical but intensive process for accountancy practices ★ why running an accounting practice or CPA firm should be viewed as running a regular business vz a professional services firm ★ what accountants should do to educate their clients and make them better to work with ★ why some accountants get pushed around by their business clients ★ what accountants and CPAs should do with clients who do not conform to their ways of working ★ why 'honest conversations with clients' are tough for accountants and how they can develop the courage to have them ★ effective tips to help accounting practices recruit better people Outside work, you'll find Susan whipping up new dishes in the kitchen, shopping at the mall with her teenage daughters, planning (in excruciating accountant-like detail) her next vacation and, if it's Christmas-time, glued to the Hallmark Channel.  https://www.linkedin.com/in/susanbryantcpa/ https://twitter.com/MBGroupSusanB NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you,

We all know that we can't get out of paying taxes, but one of the benefits of being a business owner is the opportunity to lower the taxes you owe. However, how can you make sure that you're taking advantage of all of the possible deductions without raising a red flag? In this episode of Beyond the Books, Lindsay is joined by Susan Bryant, Principal, Tax Strategist, Business Advisor, and Process Architect at the MB Group.  Susan discusses why it's so important for business owners to work with their accountants to help find tax deduction opportunities and different ways you can actually build up your retirement accounts while reducing taxes. If you're looking for ways to use your business to reduce taxes, then make sure you can contact Susan at https://www.mbgcpa.com/ (https://www.mbgcpa.com/). To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738.

On this episode of Defence Deconstructed, David Perry talks to Dr. Craig Stone about the defence component of Budget 2022, and the economic benefits of defence spending. Participants Bio: Dr. Craig Stone is an Emeritus Associate Professor of Defence Studies, Department of Defence Studies, at the Canadian Forces College (CFC). https://www.cgai.ca/craig_stone Host Bio: Dave Perry is President of the Canadian Global Affairs Institute (www.cgai.ca/david_perry) Read more: Budget 2022: https://budget.gc.ca/2022/home-accueil-en.html “Economic Benefits of Defence Spending” by David Perry and Craig Stone – https://www.cgai.ca/economic_benefits_of_defence_spending Resourcing the National Security Enterprise by Susan Bryant and Mark Troutman – https://www.cambriapress.com/pub.cfm?bid=836 Recording Date: 7 Apr 2022 Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. Produced by Charlotte Duval-Lantoine. Music credits to Drew Phillips

What happens when a trained marketer becomes a CPA? Well we sat down with Susan Bryant to hear her phenomenal story and understand how she took her technical marketing background and became a world-class CPA that is helping tons of business owners develop effective tax planning strategies. 

Susan is the Principal at MB Group, an innovative and forward-thinking accounting firm. MB group is the perfect partner for business owners who are looking for exceptional service and tailored solutions. They have a team of certified professionals that have the experience and expertise to help a business grow. They work with individuals and businesses on taxes, accounting, planning and consulting. With a focus on high net worth individuals, real estate agents, medical professionals, attorneys, and more. To learn more about MB Group and the services they offer, or to set up a consultation with Susan visit www.mbgcpa.com or call 214-751-3362Susan's most Iconic Business of Dallas: Brinker International www.brinker.comIf you liked today's episode, follow me on instagram @iconicbusinesspodcast and subscribe to “Iconic Businesses of Dallas” on your favorite podcast player!This episode was recorded in Dallas Texas at and edited by Shaun Chapman 

Susan Bryant began her career as an internal auditor with Bank One Corporation, now JP Morgan Chase, and  joined The MB Group, LLC in April 2006 to lead the Accounting Services team which delivers comprehensive accounting solutions to growing businesses. For the past 15 years, Susan has served her clients in a variety of capacities with her favorite roles being the architect of accounting processes, M&A advisor, and tax strategist. Susan's passion is transforming the lives of business owners by bringing order to the finance function and alleviating stress around taxes through proper and timely planning. 

Susan Bryant began her career as an internal auditor with Bank One Corporation, now JP Morgan Chase, and  joined The MB Group, LLC in April 2006 to lead the Accounting Services team which delivers comprehensive accounting solutions to growing businesses. For the past 15 years, Susan has served her clients in a variety of capacities with her favorite roles being the architect of accounting processes, M&A advisor, and tax strategist. Susan's passion is transforming the lives of business owners by bringing order to the finance function and alleviating stress around taxes through proper and timely planning. 

Our first three-peat guest! Host Tom Bronson is joined by Susan Bryant, CPA on this episode of the Maximize Business Value Podcast. The two chat about how business owners should tackle year end business and tax planning. Susan also offers advice regarding wealth and estate protection before the end of the year. Don't miss this episode before next year comes! Check out her other featured episodes with us: Trusted Advisor & 2021 PlanningBuilding on her experiences as an auditor, Susan Bryant, works with clients to bring efficiency and discipline to the accounting function in their businesses through the use of our outsourced services. She thrives in crafting personalized and innovative strategies that allow business owners the freedom to dream big, focus on growth, and plan for taxes. As principal for MB Group, Susan has helped MBG to steadily grow to serve over 600 business owners, solopreneurs, and high net worth individuals. Outside the office, you'll often find her in the kitchen cooking up a new recipe or running to keep up with her two teenage daughters.Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom's career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you?  Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms.  Our mission was born from the lessons we've learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you can succeed.

Gastroenterologist Andrew Bryant's active, social and positive exterior gave no hint of the depression he was suffering. Days after his tragic death his wife Susan wrote an email making it clear she and her adult children were not ashamed of the way he died. It went viral (CW: suicide)

Gastroenterologist Andrew Bryant's active, social and positive exterior gave no hint of the depression he was suffering. Days after his tragic death his wife Susan wrote an email making it clear she and her adult children were not ashamed of the way he died. It went viral (CW: suicide)

The military is one of the most trusted institutions in American society. But the question of how the military views itself is different than that and one that has significant implications. Recently, the Texas National Security Review published an article titled, “From Citizen Soldier to Secular Saint: The Societal Implications of Military Exceptionalism,” that looks at the implications of military exceptionalism. The authors, Heidi Urben, Susan Bryant, and Brett Swaney sit down with Doyle Hodges, executive editor of the Texas National Security Review, to discuss their findings of servicemembers’ perception of themselves.

Are you ready for 2021? Is your business? Many business owners don’t take the time to think strategically and plan their upcoming year. As we wind down 2020, and hopefully put this one in the rearview mirror as quickly as possible, today’s Maximize Business Value podcast focuses on what you can do NOW to be ready. Our host, Tom Bronson, chats with Susan Bryant, CPA and Cleve Clinton, attorney about some of the things a business owner should really take time to think about before the end of the year - like corporate structure, year-end tax to-do lists, and tax strategies for this year and next. Listen in, get your list, and start building long term value in your business today. Building on her experiences as an auditor, Susan Bryant, works with clients to bring efficiency and discipline to the accounting function in their businesses through the use of our outsourced services. She thrives in crafting personalized and innovative strategies that allow business owners the freedom to dream big, focus on growth, and plan for taxes. As principal for MB Group, Susan has helped MBG to steadily grow to serve over 600 business owners, solopreneurs, and high net worth individuals. Outside the office, you’ll often find her in the kitchen cooking up a new recipe or running to keep up with her two teenage daughters. Cleve Clinton, Partner - Gray Reed. With a client list full of family businesses, Fortune 500 companies, and maverick risk-takers who won’t take “no” for an answer, Cleve Clinton knows what it takes to develop creative solutions when big ideas result in big problems. Whether he’s serving as lead counsel in one of the growing number of fiduciary litigation claims within family businesses, advising a family in transition, or helping a developer sidestep a legal and public relations disaster in a new residential community, Cleve’s focus is always the same – achieve the client’s goals, either in or out of the courtroom. Cleve is dedicated to keeping clients informed about the latest legal and industry trends that impact their businesses. As a regular contributor to the firm’s blog, Tilting the Scales, he focuses on analyzing new and interesting business issues from a legal perspective. Reach out to Cleve with your questions at cclinton@grayreed.com.Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom’s career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you? Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms. Our mission was born from the lessons we’ve learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you can succeed.

Is your CPA a trusted advisor to you? They should be. In this episode, I'd like to welcome our guest Susan Bryant, CPA, who is a principal at the MB Group, a CPA firm, based in North Texas. I met Susan a few months ago in a professional networking group called ProVisors. Let me start out by saying that not all CPAs are cut from the same cloth. Some are bookkeepers, some do taxes, and then there are some who really look at accounting as a calling to help their clients be better. They take a surrogate CFO role in the businesses they serve, and they truly are trusted advisors. That’s how Susan and the MB Group work. I network with lots of CPAs because they are typically close to my prospective clients - business owners. I explain what we do, and offer my services for their clients thinking about transitioning their business. Susan is the first CPA who, after hearing what we do at Mastery Partners, who said “oh my gosh, my clients really need your help!” She really understands why every business owner needs to have a solid exit strategy. Want to watch our live webinar with Susan? Email Tom at tom@masterypartners.com and we will send it to you. You can also check out our live webinar we did together here or to watch us on video, you can find us on the Maximize Business Value youtube channel along with many other resources. Building on her experiences as an auditor, Susan Bryant, CPA works with clients to bring efficiency and discipline to the accounting function in their businesses through the use of our outsourced services. She thrives in crafting personalized and innovative strategies that allow business owners the freedom to dream big, focus on growth, and plan for taxes. As principal for MB Group, Susan has helped MBG to steadily grow to serve over 600 business owners, solopreneurs, and high net worth individuals. Outside the office, you’ll often find her in the kitchen cooking up a new recipe or running to keep up with her two teenage daughters.Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom’s career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you? Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms. Our mission was born from the lessons we’ve learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you can succeed.

"A fixation on killing and breaking things has a limited utility on the modern battlefield" The post Military Strategy in the 21st Century. People, Connectivity and Competition. By Charles Cleveland, Benjamin Jensen, Susan Bryant and Arnel David. appeared first on Wavell Room.

Seeds of Advice principal and financial adviser Susan Bryant urges clients to talk about their ageing agenda.

Sara Hardy hosts this episode with Susan Bryant and Brandi Paschall. Both Susan and Brandi live in Coppell, TX. They share their incredible stories of raising sons with special needs and how sports and faith impacted their journey. Both of their sons, Coach Cole and Rowdy, are members of the Coppell Cowboys Football program.

Susan Bryant is from Seeds of Advice a leading financial planning service specialising in rural families. Susan works with families who want to transfer their family assets and their family values to the next generation.  Fleur and Susan have a great chat about all things rural families and family business.  Susan has provided a copy of her guide 'The Primary Producers last legacy guide' which outlines the 9 critical mistakes to avoid when considering retirement and intergenerational asset transfer. This resource is available int he Member Library for members of Rural Business Collective. If you arent a member you can email podcast@ruralbusinesscollective.com.au for a copy.