Join Stuart McLeod as he interviews the world's top accounting leaders to understand their story, how they operate, their goals, mission, and top advice to help you run your accounting firm.
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A bi-weekly podcast bringing you insights and advice from the accounting & tax industry's top experts and thought leaders. Learn more at IntuitAccountants.com/AccountTrends
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A show hosted by me, David Ventura, a specialist in training, educating and consulting on practical strategies for harnessing the power of Key Account Management (KAM) in SME’s today. In a world of diminishing customer loyalty, what can business leaders do to retain their top customers, while still adding value. In this podcast I explore some hands-on tips and tactics you can implement today – to remarkably shift your sales culture in your business. The episodes are designed to challenge you ...
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#006 What does a strategic conversation look like?
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IN THIS EPISODE: Do you wish your team members were having more strategic conversations with your key accounts? Do you have a clear understanding of what strategy is? Does your team have a clear understanding of what strategy is? It’s fair to say that the S word – strategy – gets bandied around a lot in business - we even talk about it as one of ou…
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#008 Five Reasons your KAM Programme is Failing
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IN THIS EPISODE: Key account management is a beautifully simple business basic…one that isn’t that easy! If it was, we’d all be doing it brilliantly wouldn’t we? Like most working practices in business, there are a handful of common, or typical reasons why a KAM culture struggles to get off the ground in an organisation. In this episode, I seek to …
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#003 Be a Value Creator, not a Cost Generator
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IN THIS EPISODE: In today’s world we could categorise organisations into two camps: those that add value, and those that add COST. Why type of organisation are you? What is your definition of value? How will you know when you are adding and creating value for your customers? Do your most important clients know the extra lengths you go to provide th…
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#012 Selling Through Partnering, with Fred Copestake
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IN THIS EPISODE Do you tell your clients that you work in partnership? What evidence do you have to reassure them that the statement is, in fact, true? What are the qualities of a good partnership? Does your team possess the skills required to forge strong win:win relationships, built on trust, transparency, transparency, comfort with change and in…
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#009 A Conversation about Race in KAM, with Sharon Amesu
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IN THIS EPISODE... When was the last time you had a conversation about racism? Perhaps, like so many, these conversations are triggered within your circles, by high-profile cases of injustice in the media or by your own personal experiences on the receiving end of overt or covert prejudice. Or perhaps… like so many, you have NEVER had a conversatio…
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IN THIS EPISODE: “Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” – Abraham Lincoln, 16th President of the United States “By Failing to prepare, you are preparing to fail.” – Benjamin Franklin, one of the Founding Fathers of the United States “Good fortune is what happens when opportunity meets with planni…
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#007 Mind the Intergenerational Gap with Henry Rose Lee
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IN THIS EPISODE… Have you ever found yourself struggling to understand, or get along, with people who are older or younger than you? Perhaps a clash in communications style, working preferences, belief systems, values or motivational needs? Many of the business leaders that we talk to in our work at Front&Centre® tell us how difficult they find dri…
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#011 Perfect Your Communication Style with Practice
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IN THIS EPISODE How ‘in tune’ are you with the qualities, traits and characteristics that make up your personality? How does your personality affect the results you have with your key account relationships? If you are in tune with who YOU are, let me ask: how well can you read other people? Do you use your knowledge and reflection to change the way…
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#013 Account Management is Where Marketing Starts, with Bryony Thomas
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IN THIS EPISODE... Sales and Marketing is like stealing your neighbour’s cat…and in this episode, I talk to Bryony Thomas at Watertight Marketing to find out why. Bryony is the creator of the Watertight Marketing methodology, captured in her best-selling book of the same name which acts as the hub to a suite of thinking tools that have been designe…
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#005 The Five Types of Talk Triggers with Jay Baer
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IN THIS EPISODE: I continue my discussion with Jay Baer, Hall of Fame Keynote speaker and the author of SIX best-selling books which all point to the importance of the customer experience. One of those books is ‘Talk Triggers’ which delves into creating intentional mechanisms within the day to day carrying out of your business which spur your custo…
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#001 Importance of a KAM Culture in today's modern marketplace
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In this episode David Ventura, your host, explores the following BIG question: What is a KAM culture and why is it so important in today’s market? But first: what is KAM? We all know that businesses love a TLA (Three Letter Acronyms) and KAM is just another one of those. It stands for Key Account Management. Many businesses we meet are naturally fa…
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#010 The Loyalty Loop, with Drew Davis
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IN THIS EPISODE Do you have LOYAL customers? What does loyalty mean to you? Is it a destination where happy customers, who love what you do, gather to bathe in the success that your product or service has brought them? Or is it more than that…? Rather than a destination, is it an on-going journey of moments that inspire your loyal customers to comm…
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#004 Crafting Talk Triggers with Jay Baer
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IN THIS EPISODE: How many of your Key Account contacts have a story to tell about their (customer) experience of you? I am not talking about a prompted testimonial packed with marketing quotes, engineered to pitch your products and services to a new audience. I am also not meaning a review of the features and benefits they enjoy from using your sol…
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Farewell and Thank You: A Celebration of Learning and Connectivity
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Join us as we bring the curtain down on our much-loved series, celebrating the diverse and deeply insightful conversations we've been privileged to host over the last two years. Our special guest for this grand finale is none other than our very own production wizard, Luke Johnston. He shares his journey, laced with industry insights and fun facts …
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Building Capacity in Accounting Firms
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Ever wondered how to navigate the changing landscape of tax accounting and stay ahead of the curve? Kane Polokoff, Principal, Client Advisory Services Practice Leader at CohnReznick LLP, joins the podcast today as we unravel fascinating insights that will set you apart in your firm. We'll illuminate why imaginative hiring strategies are crucial, ho…
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Unlocking the Secrets of Impactful Advisory Services
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What if you could gain the confidence to embark on an advisory journey and transition your business smoothly into this new venture? In our latest episode, we get to chat with Geni Whitehouse, the founder of Impactful Advisor, who generously shares her knowledge on consulting and advisory services. Geni, with her unique experiences and innovative ap…
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A Dynamic Shift in the Landscape of the Accounting Industry
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Join us as we chat with Bob Lewis from the Visionary Group, an industry veteran with 27 years of experience and plenty of fascinating insights to share. Surprisingly, pickleball and Cornhole aren't the only games picking up pace; accounting is too, with earnings even surpassing some medical professions! The staffing shortage and the capacity proble…
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H. Randy Hughes III, Chairman & CEO of Counting Pennies LLC, joins the podcast to talk all things tax advisory, including specific use cases, helpful tips, how to implement it, and more. Tune in to hear first-hand how tax advisory has saved Randy's clients thousands.Oleh Intuit Accountants
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Shifting to Advisory Services: A Win-Win for Accountants and their Clients
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In this episode, we sit down with Martin Bissett, Founder of The Bissett Group, to discuss the importance of trusting and leaning on your financial advisor. Martin shares his family story and emphasizes the need for financial literacy in today's world. He also highlights why advisory services are key to a thriving business and offers insights on ho…
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How to Get Clients on Board with Advisory Services
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How do you take a data-driven approach to your business while keeping your passion at the forefront? Amy Phillips, the powerhouse behind TriStar CPAs, has mastered the art of blending number crunching with relationship building. Join us as we explore her journey in the accounting industry and marvel at how she's revolutionized her practice by trans…
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From Tax Advisor to Business Growth Partner
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Uncover the secret sauce to doubling or even tripling your business profits without spending a dime on advertising! In our enlightening chat with Tatiana Tsior, CEO and Founder of The Bold Method, we explore how to build a profitable, self-sustaining business that won't leave you chained to your desk. Tatiana's revolutionary approach to business de…
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Bridging the gap between tech vendors and accountants, with Seth Fineberg
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eth Fineberg spent most of his professional career writing for the accounting industry. In this episode, he joins Stuart to share his new business venture, and how he's going to help bridge the gap between tech vendors and the community they serve. Episode notes: Gaining the trust of customers is more important than ever for tech vendors (04:20) He…
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Join us as we discuss the future of accounting with renowned educator, consultant, and writer Randy Johnston. With decades of experience in the accounting software world, Randy's insights on the evolution of the profession and the importance of tax automation are invaluable for both accounting professionals and business owners alike. We dive into t…
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Doing good work for good people, with Alasdair McGill and Colin Munro
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Alasdair McGill, Managing Director at Ashton McGill brings his client Colin Munro, Founder of Miconex, to share the journey they went on together that turned a small, local Scottish startup into growing global business. How Alasdair developed a service-oriented mindset at EY (02:00) Bringing a bespoke designer approach to accounting at Ashton McGil…
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Roman Kepczyk, CPA and Director of Firm Technology Strategy at Right Networks, helps firms throughout North America effectively use information technology to optimize production processes. Listen as Roman shares information on the top technology trends he’s seeing in the industry and what tax professionals should know.…
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Preventing Bad Actors on Your Network
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Roman Kepczyk, CPA, Director of Firm Technology Strategy at Right Networks, helps firms throughout North America effectively use information technology to optimize their processes. In this episode, Roman highlights the biggest security threats for the tax and accounting profession and how to spot them. He shares tips, checklists, and recommended re…
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Finding an accountant's purpose in numbers. A conversation with Jennie Moore
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Jennie Moore wears two professional hats: one as an accounting firm owner, the other as Ignition's Partnerships Manager. In this episode, Jennie joins Stuart to discuss all things accounting and technology—from what can be done to make the accounting industry attractive again, to how technology can be used to augment accountants' capacity. When Jen…
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Tax Season is Over, Time to Pivot to Advisory Services
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Dawn W. Brolin, CPA, CFE and CEO of Powerful Accounting joins the podcast to talk about tax advisory. Now that tax season is over, it is time to pivot and introduce your clients to the benefits of tax advisory for their financial success.Oleh Intuit Accountants
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From good to great: A legacy of empowerment with Anton Colella
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Anton Colella's journey in accounting is unconventional. After 18 years as a religious teacher, he joined Scotland's Institute of Chartered Accountants and later became the CEO of Moore Global, one of the world's largest accountancy networks. In this episode, Anton shares his story as a religious teacher, a leader, and a man with a strong sense of …
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Turning all of life's lemons into lemonade, with Candy Bellau
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Candy Bellau grew up with an unconventional father who applied his genius in all the wrong ways. In this episode, Candy candidly shares how others' mistakes enlightened her to live a life of integrity, and what she's doing to maintain work-life balance for herself and her staff. Learning how to do bookkeeping at 14 years old (01:20) Uncovering majo…
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Driving the Discipline Of Strategic Growth
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Gale Crosley, CPA, CGMA is a strategic growth consultant, who has helped hundreds of accounting firms worldwide to achieve profitable and sustainable organic revenue growth. Listen as she shares her expertise for focusing on the right industries for your business, the positives of using tech at your firm, and more.…
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Right people, right place, right time. A conversation with Carla Caldwell
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Carla Caldwell, Stuart's long-time friend and ex-colleague, joins him for a delightful conversation about her journey in accounting, accounting technology, consulting, and entrepreneurship. Reminiscing together (00:05) How family and mentors influenced Carla's accounting journey (01:55) Finding her superpower in accounting and technology (05:20) Th…
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Are accountants the missing piece of holistic wealth management? A conversation with Rob Santos and Rory Henry
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Rob Santos and Rory Henry of Arrow Root Family Office join Stuart to discuss how accountants are primed to be strategic advisors in the wealth and family management space. Together, they talk about: Why accountants are well-positioned to get involved in wealth management (02:15) The origin story of Arrowroot Family Office (07:00) Creating a persona…
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Solving big problems in a small town, with Meghan Blair
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Meghan Blair lives and works in Nantucket, Massachusetts, a tourist town with a close-knit community. In this episode, Meghan and Stuart discuss COVID's impact on seasonal economies, what accounting professionals can do to help, and an exciting update for Meghan's firm—Fogged in Bookkeeping. The unforgettable experience of living on a cattle farm i…
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Growth Strategies for High Performing Firms
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Daniel Hood has been the editor-in-chief of Accounting Today since 2011 and has seen the industry change and grow, while collecting incredible insights along the way. Listen as he talks about Accounting Today's Top 100 Firms list released this month and growth strategies for high performing firms.Oleh Intuit Accountants
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Challenging the status quo of accounting operations, with Stefan van Duyvendijk
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Stefan van Duyvendijk is the Accounting Operations Evangelist at FloQast. In this episode, Stefan chats with Stuart about the pains that drove FloQast's founders to building their own solution, and what sets the company apart from its competitors in the marketplace. Together, Stefan and Stuart discuss: Living and skiing in Utah (02:00) A fed-up acc…
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Pt. 2 Technology, Trends, and Tools to Utilize
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Boris Shmukler, Senior Product Manager at Intuit, joins the podcast to continue the conversation on technology and the future of the industry. The group talks about shifts in the industry, the difference between native cloud or hosting, the role of product design when creating new software solutions, and more.…
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Daring to lead. A conversation with Natalie Lennon
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Natalie Lennon, accounting firm owner, automation guru and podcaster, joins Stuart to discuss her career journey that led to Two Sides Accounting. They also chat about the talent shortage and what Natalie is doing to live the '4-day work week dream'. Natalie’s winding journey in accounting (2:00) Becoming a partner at 28 years old (6:10) The light-…
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Focus on relationships, the rest will come. A conversation with Dan Luthi
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Dan Luthi is a partner at IgniteSpot Accounting, a virtual accounting and fractional CFO service firm. In this episode, Dan shares IgniteSpot Accounting's journey, his favorite client stories, and how accountants can provide a sense of clarity for clients in an increasingly unfathomable world. The genesis of IgniteSpot Accounting (01:00) Helping cl…
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Pt. 1 Technology, Trends, and Tools to Utilize
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Boris Shmukler, Senior Product Manager at Intuit, joins the podcast to talk about technology and the future of the industry. In this two-part conversation, the group talks about shifts in the industry, the difference between native cloud or hosting, the role of product design when creating new software solutions, and more.…
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So you think you know trust, with Leah Roe
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Leah Roe is a CPA-turned-leadership-coach and organizational trust expert. In this episode, Leah and Stuart chat all things 'trust'. Leah shares how she unexpectedly got into the people and cultures space, the five behaviors that build trust in the workplace, and she turns the table on Stuart to find out how Karbon is rebuilding trust after a diffi…
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The Evolution of Hiring Next Generation Talent
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Sharrin Fuller, CEO Glass Wallet Ventures joins the podcast to talk all about hiring. Listen as she shares her expertise on attracting and retaining talent, different generations working together, and the importance of evolving to stay relevant.Oleh Intuit Accountants
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From accountant to automation expert, with Jason Staats
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Jason Staats—accounting firm owner, content creator, automation expert and online community champion—joins the latest Accounting Leaders Podcast episode. Jason shares his journey in accounting, the power of surrounding yourself with like-minded people, automation and no code development, and why vendors need to make more data accessible. Stuart and…
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A CPA's transition into tech entrepreneurship, with Ben Taylor
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Ben Taylor, a CPA-turned-tech-entrepreneur and founder of SoftLedger, sits down with Stuart to share his company's origin story, the landscape of a mid-market GL solution, how to enable accountants to 'do more with less', and the saving grace of having your best friend as your co-founder. Finding an interest in accounting in college (1:15) Early ca…
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Is bad marketing killing your firm? A conversation with Karen Reyburn
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Karen Reyburn is no stranger to change. She grew up in Arizona yet found her home-away-from-home in Scotland. She began her career as an auditor but discovered her true spark in marketing—a realization that ultimately led her to founding The Profitable Firm, a creative agency dedicated to serving accountants. In this episode, Karen shares her journ…
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Top-line Growth: Addition by Subtraction
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Carrie Steffen, Co-Founder and President at The Whetstone Group, joins the podcast to talk about how consulting firms can drive top-line growth through the implementation of advisory services. Listen in as she explains the importance of addition by subtraction, why less is more, and how you can zero in on the value of advisory services.…
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Musicals, marketing and macro challenges, with Adam Pritchard
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Adam Pritchard of UK firm, Linford Grey, joins Stuart to share his unique journey from touring the country appearing in on-stage musicals to starting his own accountancy practice. Adam talks about the challenges of helping his clients navigate the global pandemic, moving from one crisis to the next, and how he is building the type of business that …
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The joint fun between cannabis and crypto accounting with Zach Gordon
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Zach Gordon is the VP of Accounting at Propeller Industries, an enterprise-grade financial service firm for high-growth startups. In this episode, he shares how he developed a speciality in cannabis and crypto accounting, the intricacies of serving clients in these highly regulated industries, and his plan for making accounting an attractive profes…
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2023 Accounting and Finance Hype Cycle
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Kacee Johnson, VP of Strategy and Innovation at CPA.com, an AICPA Company, joins the show to walk us through the 2023 Accounting and Finance Hype Cycle. Learn about the methodology, why certain trends move forward vs. back, and more.Oleh Intuit Accountants
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Digital transformation, empowering with business insights, and 4-day workweeks with Ryan Pearcy
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First meeting at Accountex London 2018 (1:00) Ryan's journey to accounting (2:00) Moving from a small to a large to a mid-tier firm (5:20) Empowering clients with the right business insights (9:00) Harnessing the power of technology with SB Digital (14:50) The benefits of being vendor agnostic (17:00) Can the 4-day work week come to accounting (19:…
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