An actionable podcast designed for accounting firm owners and partners. Each episode provides listeners with one-quick actionable lesson or takeaway that will help them scale a systematic firm that improves their lifestyle.
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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Hosted by Lee Reams II and CountingWorks PRO, "The Growth Minded Accountant" is your go-to podcast for independent tax and accounting pros ready to level up. We’re here to show you how AI, digital marketing, and cutting-edge tools — the kind that only the big guys had access to — can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, an ...
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Ready to dive into investing but feeling overwhelmed by financial jargon? Picture yourself learning alongside two friends: one a beginner investor like you and the other a 15-year finance expert. Meet Market MakeHer, your go-to self-directed investing education podcast. We ask the questions you are thinking and answer with fun analogies without the financial jargon. We share free tools and resources from your brokerage firm, so you not only know how it works, but how to actually invest. Get ...
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The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Michelle Weinstein - The Pitch Queen, Sales Strategist
The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You’l ...
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Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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CAS Minute, hosted by Roman Villard, CPA, delivers quick and impactful insights for growing and optimizing your Client Advisory Services practice. In each episode, we dive into practical strategies, proven methodologies, and innovative approaches across CAS Sales, Operations, Culture, Foundations, and Marketing. Tune in for concise, actionable advice designed to help you tackle the most pressing challenges in your CAS practice, all in less than 5 minutes.
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
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Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are ...
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The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.
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Want to know how to scale your law firm without burnout? And have more profit in your pocket and time in your calendar? Join Caralee Fontenele, a successful law firm owner and the leader of an incredible global community full of ambitious law firm owners, to discover the systems and strategies that work to scale your own legal business. From offline and online marketing to team, scaling, mindset and more, you’ll learn the essential elements for building a massively profitable law firm and hu ...
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Small Law Firms often start from the practice of law and not as a business venture. This ends up causing the growth of the firm to be much longer and more painful than it needs to be. If you started a Law Firm with the intention of increasing your impact, freeing up your time and having all the money you will ever need then the strategies we discuss will be priceless for you. Profit with Law is a show focused on the business of running a law firm as a profitable venture. Packaging and pricin ...
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Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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Amplify is podcast dedicated to helping accounting firms grow and thrive. Each season focuses on a particular issue or topic for accounting firm growth. Every episode features expert guests from across the accounting industry with expertise in marketing, business development, HR, strategy, and leadership. Amplify is a production of the Association for Accounting Marketing (AAM).
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Top startup founders, venture capitalists, and advisors interviewed by Scott Orn of Kruze Consulting, the accounting firm to VC funded startups. Hear from startup founders about how they began their startup journeys, where they had challenges and the strategies that help them scale their businesses. VC’s discuss what they look for in a startup and their current technology investment thesis. And technology recruiters, attorneys, real estate professionals and startup lenders share tactics that ...
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Podcast by Madtown Co.
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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
Alyssa Lang
Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workfl ...
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Converting website traffic into leads is hard. Join Ted DeBettencourt, as he interviews the top marketers in the world to discover and share their secrets for how they convert their traffic into leads. If you want to get more leads for your business this is the podcast for you.
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Pam Monteith is the Owner and CEO of Great Work Online. She has 15 years of experience in the digital marketing landscape and in the last 8 years as a Fractional COO. Through hard work, passion & eagerness to learn the newest trends in the industry, plus the gained credible experiences Pam has helped her better understand the demands & goals of Great Work Online's clients. This expertise allows her to understand their needs and provide them with the high-quality service they expect. More so, ...
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From aspirational plans on a napkin sketch to a full fledged studio, Emerging will illuminate your path to entrepreneurial success in architecture. Join Jeffrey, Lexi, and Chris as they share the unfiltered story and firsthand account of starting their own architecture firm. Topics include business structure, finance, branding, and more, offering insights and cautionary tales for aspiring firm founders.
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The Paul W. Barret, Jr. School of Banking is a non-profit independent school created by and governed by a Board of Regents, whose members are executives from banks and other firms involved with the financial services industry.The mission of the School is to provide an adult learning experience for the career-oriented individual in commercial banking or a related financial services industry business.
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Welcome to CFO Chronicles: The Secrets Behind Success, the ultimate podcast for Fractional CFOs and Accounting Firm owners who are eager to land more high-paying clients and elevate their businesses to new heights. Hosted by James Donovan from Nine Two Media, we specialize in helping financial professionals achieve their goals through innovative and effective marketing strategies. In each episode, we dive deep into the world of finance and marketing, interviewing industry leaders who share t ...
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Women face a unique set of challenges - from caring for aging parents to raising children - all while trying to maintain a career and a semblance of work-life balance. It can be overwhelming, and it's all too easy to put your own needs and finances on the back burner. We believe that every woman deserves to feel financially empowered and secure. Our podcast is designed specifically for women like you - women who are ready to take charge of their finances and their future. Host and financial ...
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Grow your accounting firm today. Every week, 6-figure CEO Annette Ferguson shares her insight on digital marketing specifically for accountants and bookkeepers looking to set up, grow, and establish their own firm. Accounting is a one-man job, but success isn’t accomplished alone. Join Annette every Wednesday so you can unblock what’s standing between where you are and where you want to be - whatever stage you are in your accounting business/firm right now.
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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https://www10plusbrand.com https://www.10PlusProfile.com 1-888-288-4533 Sign up for 10 Plus Brand’s Newsletter: https://10plusbrand.substack.com/embed 10 Plus Brand’s Youtube: https://www.youtube.com/@10plusbrand 10 Plus Brand Inc.’s founder, CEO Joanne Z. Tan started the first episode of #10PlusPodcast on July 5, 2019. Since then, we have produced hundreds of episodes on brand building and digital marketing tips, which are always thought provoking and cutting edge, as well as in-depth Inter ...
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A podcast series featuring all things related to search funds and entrepreneurship through acquisition. Hosted by Brian O'Connor, Adjunct Professor of Entrepreneurship at the University of Chicago's Booth School of Business and Managing Partner of NextGen Growth Partners.
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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Get inspiration and new ideas to grow your business podcast. A few times each month, hear from business podcast hosts in professional service industries. Learn why they started podcasting, how they position their shows, how it connects to their business, and more. Hosted by John Tyreman, founder of Red Cedar Marketing.
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Brand Building and Social Media Marketing for the modern accounting firm. It's time to do socials better. Let's Go!
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Kelli Doorne-Millott is on a mission to help accounting professionals recognise and communicate their value to the world. In this podcast, Kelli chats with various people in the accounting space, from accountants who have just started out and established multi-partner firms. And to those who serve the accounting industry, such as public speakers, trainers and tech companies. Each episode will help you discover something about yourself and your business and inspire you to hold your head a lit ...
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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Join CPA & Entrepreneurial Accountant Salim Omar as he guides the audience through the principles of his "Genius Model", which shows CPA firm owners and accountant & tax practitioners how to make their practice successful.
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Welcome to Top M&A Entrepreneurs – your go-to resource for inspiration, insight, and actionable advice on business buying. Each episode features engaging conversations with business buyers who share their “why” and industry service providers who break down the “how.” Learn from the pros and take your next step toward a successful acquisition with confidence.
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After an accident, minutes matter. Your words and actions matter even more. You need help and you need it now. This is David vs. Goliath, brought to you by Dolman Law Group Accident Injury Lawyers, a boutique personal injury law firm with a reputation for going head-to-head with the insurance company giants and putting people over profits. With 15 offices in Florida; Clearwater, St. Petersburg, New Port Richey, Sarasota/University Park, Aventura, Boca Raton, North Miami, Fort Lauderdale, Dor ...
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Now is the time of the Pioneering Practice! Best selling author and marketing expert Amanda C. Watts shares her book 'The Pioneering Practice' as an audiobook. Described as 'The number 1 authority in marketing for accounting firms in the world' Amanda's insights will transform the way you market your accounting practice. LEARN HOW TO MOVE WITH THE TIMES AND NOT GET LEFT BEHIND. There is becoming a strong divide in the accounting industry. There are accounting practices that are pioneering th ...
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We are a team of highly skilled Chartered Accountants based in India, collectively possessing over 15 years of professional experience in accounting, taxation, and auditing. Having worked with some of the top accounting firms in India, we have gained valuable expertise in taxation, auditing, and financial planning. We also bring with us a wealth of experience from having provided financial consulting and advisory services to several large corporations.
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Welcome to Payroll Profits, the podcast dedicated to helping entrepreneurs transform their payroll service offering. Hosted by Tyler Winn CPA, a seasoned accountant and payroll entrepreneur, this podcast is tailored specifically for accountants who are ready to make payroll a thriving part of their practice. Join Tyler as he delves into actionable strategies, best practices, and expert insights designed to empower entrepreneurs to streamline their payroll offerings and maximize profitability ...
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Welcome to Professional Services Growth and Marketing, the podcast that dives deep into the strategies and success stories driving the growth of professional service firms. If you're an entrepreneur, leader, or professional in the realms of law, accounting, architecture, medicine, and more, this podcast is your essential resource for insights, inspiration, and actionable advice. Hosted by Emerald City Productions team members, a seasoned expert marketing agency in the field of professional s ...
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Business Matters with Karl Fitzpatrick is a weekly business podcast that has featured over 2,000 interviews with entrepreneurs from Ireland, UK and the United States. Business Matters is a compelling podcast that delves into all aspects of entrepreneurship and business development. Hosted by successful Irish entrepreneur and investor, Karl Fitzpatrick, the show features insightful interviews with industry leaders, entrepreneurs, and experts, who share their experiences and strategies for suc ...
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INSIGHTS IN ACCOUNTING is a weekly podcast for accountants and CPAs, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them. The show selects accounting and fintech news articles blogs. Listeners receive commentary, critical insights and analysis together with the implications and takeaways for accountants, bookkeepers and CPAs to develop their business acumen & commercial awareness. The style of the show is not overly technical/t ...
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This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients. On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap. This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkee ...
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The accounting world is changing. Entry-level positions are being outsourced and automated, pushing firms toward advisory services. Results from traditional marketing methods are fading, and great accounting talent is harder than ever to find and keep at your firm. What’s the connection between becoming an excellent client advisor, communicating your firm’s unique value to the world, and keeping your people motivated and fulfilled? The answer: communication strategy that elevates an ordinary ...
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The Best Marketing Tactics for Accounting and Advisory Firms
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Struggling to market your accounting or advisory firm effectively? In this episode of The CFO Project Podcast, host Adam Lean sits down with Christian Jones, CEO of Tax Pro Marketer, to discuss the best marketing tactics for accounting and advisory practices. Christian shares insights on building genuine relationships with potential clients, creati…
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Ep 411: Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk Approach with Larry Kriesmer
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Larry Kriesmer is the Chairman of Measured Risk Portfolios, an RIA based out of San Diego that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor clients. What's unique about Larry, though, is how he is able to get clients comfortable with taking equity market risk using an a…
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Rebecca Driscoll: Amplify Reach by Helping Other Firm Owners | The Disruptors
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The future of accounting will be strategy, communication, analysis, and proactive support. The Disruptors With Liz Farr Rebecca Driscoll went out on her own at a young age when a partner at the CPA firm where she was working encouraged her. “You're not cut out for this path that we have in a traditional accounting firm,” Driscoll recalls him tellin…
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Cassidy Lewis: Using Local Data, AI, and Segmented Messaging to Fuel Growth
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About Cassidy Lewis: Cassidy Lewis joined Cooper Hurley Injury Lawyers as Chief Marketing Officer in 2017, bringing expertise in campaign management, PR, and digital advertising. With a business administration degree from Elizabeth City State University, Cassidy is currently advancing her studies with a master’s in marketing and executive leadershi…
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Attracting Your Dream Clients: Marketing Strategies That Actually Work
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In this solo episode, Alyssa Lang shares unique marketing strategies to enhance trust and business growth for bookkeepers and accountants. Alyssa shares how to leverage client testimonials, create compelling communication channels, and align marketing tactics with genuine client preferences, ensuring your business is primed for future success! In t…
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You Don't Have to Be Big to Be Successful
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In this episode of The CFO Project Podcast, host Adam Lean is joined by Keila Hill-Trawick, Founder of Little Fish Accounting. They discuss the idea that you don't have to be a big firm to be successful in the accounting industry. Keila shares how she built her practice to serve the "little fish" - small businesses and sole proprietors - by offerin…
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Building Your Legacy: Adele Anthony’s Journey from Law School to Thriving Practice Owner (EP 166)
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In this inspiring episode of the Scalable Law Podcast, we welcome my longtime client and friend, Adele Anthony, founder of Your Legacy Lawyer. Adele shares her unique journey of starting her law firm later in life, proving that it’s never too late to follow your dreams. She talks about the freedom she’s created in her practice, her dedication to a …
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2233: Trump's Return: What a Second Term Means for the Economy and Markets with Prof. David Collum
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In this episode, Jason discusses the impact of the Trump election and the government's sweep, emphasizing the need for change and the potential for increased prosperity. He highlights two major factors that will put upward pressure on home prices: the curtailment of immigration and the implementation of tariffs. Jason urges listeners to contact the…
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Becca Johns: How Rea CPAs Is Pushing into Advisory | Capstone Conversations
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Challenging the CPA mindset. Capstone Conversations With Jean Caragher Rea & Associates is transitioning from a traditional CPA-centric model to a broader advisory role, aiming to offer services such as IT consulting and wealth management. Becca Johns, director of practice growth, tells Jean Caragher in this episode of Capstone Conversations that t…
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2Bobs: Co-Hosted Conversations for Creative Entrepreneurs, with David C. Baker and Blair Enns
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What do you get when two opinionated and well-respected business consultants record and publish conversations? One of the top podcasts in professional services. Since 2017, David C. Baker and Blair Enns have published value-rich conversations on the art of creative entrepreneurship through their podcast, 2Bobs. In their professional lives, David an…
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233 Get In Where You Fit In to Shoot Your Shot at CPAcon (feat. Kendale King, CPA)
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Episode 233 FACULTY: Kendale King, CPA CLASS: #AccountingHigh Join us as Scotty interviews Kendale King, CPA from Los Angeles, who shares his inspiring journey from childhood entrepreneurship with his brother to a successful career in Hollywood accounting. Kendale discusses his transition from auditing roles at Deloitte to working in entertainment …
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Neil Twa from Voltage Holdings reveals how he has built over 1000 business on Amazon FBA
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Neil Twa from Voltage Holdings joins Karl Fitzpatrick to discuss how he has helped over 1000 entrepreneurs to build businesses on Amazon, how he uses data and the RISE algorithm to increase sales and how multi-channel businesses will increase the sale valuation for entrepreneurs when exiting the business #KarlFitzpatrick #businessmatters #irishbusi…
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Bianca Zwart from bunq outlines how the neobank is gaining market share in Ireland
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Bianca Zwart from bunq joins Karl Fitzpatrick to discuss the Dutch neobank’s success in the Irish market, how it can compete with the pillar banks from a deposits perspective and its approach to developing new products for its customers. #KarlFitzpatrick #businessmatters #irishbusiness #irishbusinessnews #businessnews #entrepreneur karlfitzpatrick.…
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Mediator, Michael Bready discusses the benefits of Alternative Dispute Resolutions for businesses
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Mediator, Michael Bready joins Karl Fitzpatrick to discuss the benefit of mediation when resolving business disputes, his approach to mediation and why he believes that mediation will become more popular in the years to come. #KarlFitzpatrick #businessmatters #irishbusiness #irishbusinessnews #businessnews #entrepreneur karlfitzpatrick.ie Hosted on…
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Ed Warren: Have Difficult Conversations to Grow Your Business | Accounting Influencers
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Prune your existing portfolio to create a revenue pipeline. Accounting Influencers with Rob Brown Ed Warren, a veteran sales executive in the accounting industry, shares expert insights on growing accounting firms through client advisory services and leveraging technology to stay ahead of the competition in this episode of the Accounting Influencer…
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Turning Blogs into Conversations: Why Audio is the Future of Client Engagement in Tax & Accounting
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In this episode of The Growth Minded Accountant, Lee Reams II and Rebekah Barton from CountingWorks PRO discuss why audio is a game-changer for tax and accounting firms. Discover how turning blogs into audio can help you connect with clients on the go, meet generational media preferences, and even improve your SEO. Tune in for tips on making your c…
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50 CAS SPECIAL: Audit Manager to Selling $3M+ per Year
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Got a question? Text me! On today’s special episode of CAS Minute, we’re diving into a personal story—a bit longer than usual, but one that holds some hard-won insights. I’m sharing my journey from the ground up: starting with a $0 base salary at a firm, where I was initially all grit and zero guarantees, to eventually generating over $3 million in…
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2232 FBF: Sensible Investing & Walter E. Williams, American Contempt for Liberty, Race & Economics, Liberty Versus the Tyranny of Socialism
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This Flashback Friday is from episode 1270 published last August 29, 2019. Jason Hartman talks with Walter E Williams, Professor of Economics at George Mason University and author of American Contempt for Liberty, about what is going on in our society today. America has become a country of people who hate liberty and want to take from others to giv…
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62. Demystifying Retirement Accounts: Traditional IRA, Roth IRA, Rollover IRA and SEP IRA
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Today we’re learning allllll about IRAs (individual retirement arrangements/accounts) including Roth IRAs, Traditional IRAs, Rollover IRAs and SEP IRAs. You’ll understand contribution limits, tax implications, and eligibility requirements for each account. As always, we aim to empower you with all the knowledge you need to make informed decisions f…
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466: The Four A’s of a Regret-Free Retirement
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Successfully transitioning from the end of work into retirement takes work. But what does that “work” really involve? In this episode, we discuss: What it means to have a non-financial, diversified retirement How to create a life map How to leverage your past to create a fulfilling future The concept of “radical resistance” Today's article is from …
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Matt Shoup: Embracing Vulnerability for Deeper Connections
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Show Summary: In this episode of the Grow My Accounting Practice podcast, Matt Shoup joins us to discuss the powerful impact of vulnerability in business and the deeper connections it can foster. Matt opens up about his early years as an entrepreneur and the lengths he went to get his business off the ground, including creative marketing strategies…
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Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villard
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In this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA, founder of Full Send Finance and co-founder of Full Send Design. The conversation kicks off with a focus on the importance of consistency in achieving success across various endeavors, including social media and business. Roman shares insights from his experienc…
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From Vision to Domination: Rusty Fulling’s Secrets for Leadership and Client Success
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Send us a text Discover the incredible journey of Rusty Fulling, founder of Fulling Management and Accounting, as he reveals the pivotal moments and strategies that have shaped his nearly 25-year career. We promise you'll gain insight into Rusty's transformative experience in Honduras that led him to see his business as a mission, sparking an era o…
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Optimizing Market Leadership through Google Business Profiles and Local Services Ads with Ben Fisher - 456
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/456. Are you struggling to maintain growth and maximize the potential of your Google Business Profile? Join Moshe Amsel and Ben Fisher, Google Business Profile Diamond Product Expert and co-founder of Steady Demand, as they dive into critical strategies for business growth, mana…
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I'm a big believer in 3-tiered pricing. Here’s what makes the best packages stand out and why they can help you close more deals.Ryan Lazanis
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Mercury CEO Immad Akhund on Building a Full-Stack Financial Platform
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Immad Akhund, Mercury (https://mercury.com) CEO & Co-founder, discusses building a financial technology platform now profitably serving thousands of startups and businesses. Mercury is a fintech company, not an FDIC-insured bank; banking services are provided by Choice Financial Group, Column N.A., and Evolve Bank & Trust (Members FDIC); Mercury Tr…
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2231: Trump Landslide, the Growing Renter Pool and Protecting Yourself from Political Risk in the US
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Jason expressed his happiness about the recent election results, predicting a positive impact on the economy. He announced a town hall meeting with various guests, including Robert Helms, Ken Mcelroy, George Gammon, and Russell Gray, to discuss the election and its implications. Jason also shared a Redfin report indicating a significant increase in…
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Got a question? Text me! On today’s episode of CAS Minute, we’re running a workshop on creating client personas to customize your CAS service offerings. We’ll guide you through defining client segments, gathering key data, building persona profiles, and tailoring services and communication strategies for each persona. By the end, you’ll have a clea…
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322 21 Intangibles CPAs Can Price to Increase Margins
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21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can: - Capture the value you are already creating by implementing more strategic pricing - Segment your marketplace and existing clients - Offer increased value at a higher price - Offer reduced value at a lo…
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Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over ‘Just’ Meetings with Emily Biehler
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Emily Biehler is the co-founder of TrailWise Financial Partners, an RIA based out of Colorado that oversees approximately $80 million in assets under management for 200 client households. What's unique about Emily, though, is how her firm ensures every client can be served profitably through a combination of a complexity-based minimum fee arrangeme…
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Rory Henry: Create the Return on Relationship | The Disruptors
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Be a client-centric human in a world of AI and technology. The Disruptors With Liz Farr Several years ago, Rory Henry asked himself, “Why don’t financial advisors and CPAs work together?” It boggled his mind because both work with the client’s finances but are not always in sync. “We’re advising them on their businesses, and then the wealth advisor…
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Episode 244: How to React to Any Election Outcomes as an Investor
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In this episode of the Women's Money Wisdom Podcast, Melissa Joy, CFP®, CDFA®, dives into the importance of maintaining the right mindset on election day and how political outcomes can affect investment decisions. Drawing from her experiences with clients during past elections, Melissa discusses how political shifts often trigger anxiety and the im…
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Stephanie Cowan: Scaling Law Firms with Technology, Accountability, and Strategic Staffing
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About Stephanie Cowan: Stephanie Cowan, a dynamic leader in legal operations and technology, currently serves as Chief Operating Officer for Legal Ascend and Innovate Legal Tech, both under the umbrella of Rob Levine Legal Solutions. With over 15 years of experience in legal project management and technology, she has a proven track record of drivin…
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Pricing for Profitability: How to Make Sure Every Client is Worth It
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In this solo episode, Alyssa Lang dives into pricing strategies that ensure every client contributes to your firm’s profitability. She covers common pricing mistakes, guides listeners on calculating true client costs, and explains the benefits of shifting to value-based pricing for sustainable growth. In this episode you’ll hear: Why common pricing…
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Unlocking Tax Harvesting with AI – A Game-Changer for Tax Pros
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Attention tax professionals! Are you eager to enhance your expertise in tax-loss harvesting and offer smarter, year-round strategies to your clients? In our latest episode of the Growth Minded Accountant, we had an insightful conversation with fintech expert David Lin, CEO of Linvest21, about the revolutionary impact of AI on tax strategies and how…
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Lucas LaChance: Revenue Generation through Digital Marketing | Capstone Conversations
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With Jean Caragher For CPA Trendlines Lucas LaChance brings an auditor’s eye to marketing as the partner in charge of practice growth at Dallas-based Lane Gorman Trubitt, where he drives digital strategies that have fueled 143 percent revenue gains. More Capstone Conversations here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selli…
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55 - Maximize retirement with this low risk, high benefit tax strategy for entrepreneurs w/Jennifer Baker
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In this episode of the Concierge CPA Podcast, Dr. Jackie Meyer talks with Jennifer Baker, a seasoned wealth manager specializing in advanced retirement planning strategies for high-income earners. Together, they cover cash balance plans, how they work, and who can benefit most from them, plus Jennifer’s journey from CPA to Certified Financial Plann…
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2230: The Economics of Relationships: Insights from 'The Value of Others' Author Psychologist Dr. Orion Taraban
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In this 10th episode, Jason covers housing market trends, discussing affordability and investment opportunities. He emphasizes the importance of confidence in personal investment decisions and warns against doom-and-gloom predictions. A chart shows housing affordability trends, highlighting potential buying opportunities. Jason predicts an upcoming…
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From Solo Practice to Thriving Team: Tayla Kilkeary’s Law Firm Growth Journey (EP 165)
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In this episode of the Scalable Law Podcast, I had a fantastic chat with Tayla Kilkeary, founder of Avokah Legal, who shares her inspiring journey from starting a solo practice just two years ago to leading a thriving law firm team. Tayla opens up about her decision to branch out on her own, her smart approach to marketing, and how she’s transition…
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Got a question? Text me! On today’s episode of CAS Minute, we explore how brand and technology can help improve retention and recruitment in your CAS practice. We’ll discuss a few reasons why employees may just be more attracted to the type of firm you intentionally build through great branding and connected data. By the end of this episode, you’ll…
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61. Stock Market MakeHER Update: (11.04.24 AI Series)
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Subscribe to our Weekly Stock Market Update Newsletter! This Week in the Stock Market: 11.04.24 In this episode of Market MakeHer, we're trying something different. We've taken our weekly SMU email and given it to AI to create a separate podcast series. That's right, the email newsletter is also a podcast read by Artificial Intelligence. The host…
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