Tackling Tax Technology and Talent

AccounTrends: The tax and accounting thought leadership podcast

AccounTrends: The tax and accounting thought leadership podcast

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Squid Game: The Official Podcast

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Keys and Knives - S3 Ep 1 26:28

5 weeks yang lalu26:28

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Squid Game is back—and this time, the knives are out. In the thrilling Season 3 premiere, Player 456 is spiraling and a brutal round of hide-and-seek forces players to kill or be killed. Hosts Phil Yu and Kiera Please break down Gi-hun’s descent into vengeance, Guard 011’s daring betrayal of the Game, and the shocking moment players are forced to choose between murdering their friends… or dying. Then, Carlos Juico and Gavin Ruta from the Jumpers Jump podcast join us to unpack their wild theories for the season. Plus, Phil and Kiera face off in a high-stakes round of “Hot Sweet Potato.” SPOILER ALERT! Make sure you watch Squid Game Season 3 Episode 1 before listening on. Play one last time. IG - @SquidGameNetflix X (f.k.a. Twitter) - @SquidGame Check out more from Phil Yu @angryasianman , Kiera Please @kieraplease and the Jumpers Jump podcast Listen to more from Netflix Podcasts . Squid Game: The Official Podcast is produced by Netflix and The Mash-Up Americans.…

2 tahun yang lalu 34:07

MP3•Beranda episode

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 the impact of technology on accounting firms, focusing on the benefits of automation in terms of efficiency and productivity. Randy shares his expertise on how using technology intentionally can help firms break free from the "hamster wheel" and gain a holistic view of their business. Additionally, we discuss the challenges of adopting new technology and the significance of educating staff to maximize its capabilities. Finally, we explore tax strategies and the role of new technologies in ensuring firms and individuals pay their fair share, without being overcharged. Randy sheds light on common tax strategies that are often overlooked, and the time-saving potential of new technology.

46 episode

#Tech #Business #Intuit Accountants #Accounting #Tax Planning #Tax Advisory #Advisory Services #Accounting Trends #Cloud Accounting #Accounting Technology #Cryptocurrency #Tax Preparer #Bookkeeping #CPA #Tax

AccounTrends: The tax and accounting thought leadership podcast

Tackling Tax Technology and Talent

AccounTrends: The tax and accounting thought leadership podcast

published 2 tahun yang lalu

MP3•Beranda episode

46 episode

Tous les épisodes

AccounTrends: The tax and accounting thought leadership podcast

1
Farewell and Thank You: A Celebration of Learning and Connectivity 35:34

2 years yang lalu35:34

35:34

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 around the production of the show. As we look back on the show, a host of transformative themes leap out. The digitization wave and AI's indomitable march in the business world, the emergence of niche practices, and the rise of the audit's importance in CPA firms all point to an exciting future for the profession. We also cast the spotlight on the transformational role private equity is playing in morphing CPA firms into professional services establishments. Our series finale also embraces a moment of introspection. Over the course of our journey, we've unearthed precious lessons about work-life balance, the power of connection, and the critical need to fuel prosperity worldwide. As we bid adieu to our much-loved series, we extend a warm thank you to our loyal listeners. So, here's to candid reflections, exhilarating discussions, and a heartfelt farewell to you, our cherished audience. Notes: Check out Musicbed for easing your music selection woes…

AccounTrends: The tax and accounting thought leadership podcast

1
Building Capacity in Accounting Firms 44:12

2 years yang lalu44:12

44:12

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, how to meet client expectations, and why soft skills are as vital as advisory services in shaping a future-ready industry. Together with Kane, we look at how firms can effectively build capacity to meet the demands of clients, the pivotal role of recruiting and training, and the art of projecting future workloads. As we wrap up our explorative chat with Kane, we delve into the value of vertical expertise and the significance of offering advice that goes beyond the transactional level. Get ready to be enlightened, challenged, and inspired.…

AccounTrends: The tax and accounting thought leadership podcast

1
Unlocking the Secrets of Impactful Advisory Services 48:02

2 years yang lalu48:02

48:02

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 approach, affirms the significance of operational and customer service elements in any successful advisory firm. Geni Whitehouse's step-by-step training course equips you with the right questions to ask your clients and the tools to navigate the intricacies of consulting and advisory services. She elaborates on the benefits of her subscription-based online training, a treasure trove of recorded videos, downloadable tools, and PowerPoints. This comprehensive training fosters insightful client conversations and improved service delivery. Moreover, Geni reveals how to construct data dashboards atop operational systems to make data more meaningful, helping you to align better with your client’s business tracking mechanisms. Geni meticulously explains her framework for consulting, emphasizing evaluating what's working and what needs improvement, understanding the client's ideal outcome, and identifying levers to help them reach their goals. If you are seeking insights on how to improve business performance, creating engagement, and effectively selling advisory services, this episode is a must-listen!…

AccounTrends: The tax and accounting thought leadership podcast

1
A Dynamic Shift in the Landscape of the Accounting Industry 53:00

2 years yang lalu53:00

53:00

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 problems in the accounting sector are real, but what if we told you there's a silver lining? A crisis can often be the birthplace of innovation. In this episode, we dissect the impact of limited personnel on capacity mix and how firms are getting creative. The old guard is gradually passing the baton with over 50% of CPAs being over 50, and the dynamic field of mergers and acquisitions is stepping into the spotlight. Brace for a deep dive into strategies firms are employing to navigate these changes and harness the potential of our evolving industry. Lastly, it's time to gear up for the future of advisory services. With the accounting industry landscape shifting, we explore the impact of private equity investments, the rise of outsourcing, and the transformation to more profitable service lines. We also discuss how firms are responding to the varying needs of clients, the comparison between corporation and partnership models, and the disruption in the M&A market. Tune in for an episode jam-packed with insights, trends, and opportunities that will reshape your perspective on the accounting industry.…

AccounTrends: The tax and accounting thought leadership podcast

1
Tax Advisory in Action 46:07

2 years yang lalu46:07

46:07

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.

AccounTrends: The tax and accounting thought leadership podcast

1
Shifting to Advisory Services: A Win-Win for Accountants and their Clients 42:55

2 years yang lalu42:55

42:55

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 how to transition to an accounting business that prioritizes growth and profit while providing high-value services to clients. As we navigate the pandemic's 'snapback' effect, Martin encourages us to get closer to our clients and truly understand their needs. He also discusses the power of social proof in transforming the traditional accounting profession and breaking free from the recurring fee apathy cycle. This episode is a call to action for accountants everywhere to step up, break the mold, and truly make a difference. Tune in for a important conversation on how to elevate your accounting practice and provide exceptional value to your clients.…

AccounTrends: The tax and accounting thought leadership podcast

1
How to Get Clients on Board with Advisory Services 42:48

2 years yang lalu42:48

42:48

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 transitioning to an advisory model. No matter the size of your business or the complexity of your financials, Amy's insightful story presents a treasure trove of advice for both accounting professionals and business owners.…

AccounTrends: The tax and accounting thought leadership podcast

1
From Tax Advisor to Business Growth Partner 47:04

2 years yang lalu47:04

47:04

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 development allows entrepreneurs to step away from day-to-day operations, retire comfortably, and live off their investments, all while avoiding hefty tax penalties. We'll guide you through a labyrinth of market dominance strategies and dive into the psychology behind pricing. Tatiana brings her expertise to the table, detailing the importance of a unique selling proposition, the power of drip campaigns, and the art of standing out in a saturated market. She also shares her savvy three-option pricing strategy, utilizing color psychology to create a compelling pricing framework. With insights on understanding supply and demand curves, you'll soon be setting the perfect price for your products and services. Finally, we delve into the world of advisory services. We explore how to create capacity within your firm to focus on these services, and the value they bring to potential clients. Tatiana sheds light on the concept of proactive tax advisory services that can save clients significant sums of money and keep them coming back for more. From the tax reduction strategy plan to business tax filing and personal tax filing, Tatiana leaves no stone unturned. Tune in for an episode filled with actionable strategies that will transform your business approach and supercharge your profits. Don't miss out!…

AccounTrends: The tax and accounting thought leadership podcast

1
Tackling Tax Technology and Talent 34:07

2 years yang lalu34:07

34:07

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 the impact of technology on accounting firms, focusing on the benefits of automation in terms of efficiency and productivity. Randy shares his expertise on how using technology intentionally can help firms break free from the "hamster wheel" and gain a holistic view of their business. Additionally, we discuss the challenges of adopting new technology and the significance of educating staff to maximize its capabilities. Finally, we explore tax strategies and the role of new technologies in ensuring firms and individuals pay their fair share, without being overcharged. Randy sheds light on common tax strategies that are often overlooked, and the time-saving potential of new technology.…

AccounTrends: The tax and accounting thought leadership podcast

1
Tech Tune Up 23:48

2 years yang lalu23:48

23:48

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.…

AccounTrends: The tax and accounting thought leadership podcast

1
Preventing Bad Actors on Your Network 27:08

2 years yang lalu27:08

27:08

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 resources to help keep your data safe.…

AccounTrends: The tax and accounting thought leadership podcast

1
Tax Season is Over, Time to Pivot to Advisory Services 43:03

2 years yang lalu43:03

43:03

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.

AccounTrends: The tax and accounting thought leadership podcast

1
Driving the Discipline Of Strategic Growth 28:43

2 years yang lalu28:43

28:43

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.…

AccounTrends: The tax and accounting thought leadership podcast

1
Growth Strategies for High Performing Firms 30:02

2 years yang lalu30:02

30:02

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.

AccounTrends: The tax and accounting thought leadership podcast

1
Pt. 2 Technology, Trends, and Tools to Utilize 30:27

2 years yang lalu30:27

30:27

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.…

AccounTrends: The tax and accounting thought leadership podcast

1
Pt. 1 Technology, Trends, and Tools to Utilize 27:20

2 years yang lalu27:20

27:20

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.…

AccounTrends: The tax and accounting thought leadership podcast

1
The Evolution of Hiring Next Generation Talent 26:56

2 years yang lalu26:56

26:56

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.

AccounTrends: The tax and accounting thought leadership podcast

1
Top-line Growth: Addition by Subtraction 29:10

3 years yang lalu29:10

29:10

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.…

AccounTrends: The tax and accounting thought leadership podcast

1
2023 Accounting and Finance Hype Cycle 22:06

3 years yang lalu22:06

22:06

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.

AccounTrends: The tax and accounting thought leadership podcast

1
Top 10 Insights from Season 2 20:22

3 years yang lalu20:22

20:22

A quick flyover of some of the top insights from season 2 of AccounTrends. If you enjoyed this season, please leave us a review on Apple Podcasts or Spotify! 0:48 - 1:53 - Dominique Molina on creating real value by creating things that our clients want 1:54 - 3:45 - Jim Buffington on focusing on tax planning and preparation with advisory services over compliance services 3:46 - 5:53 - Heather Satterley on enhancing your firm with the help of technology 5:54 - 8:34 - Kristen Keats on creating a tax roadmap for your clients and accurate pricing 8:35 - 9:34 - Carla Caldwell on bring her perspective that is beneficial to different firms 9:35 - 12:08 - Blake Oliver & David Leary on accounting and tax licensing and the evolution of accounting 12:09 - 13:24 - Sonia Dumas on what you need to know about advising clients on crypto 13:25 - 15:33 - Jason Blumer on creating a purposeful strategy for building a niche firm 15:34 - 18:30 - Shelly Weir on state associations and the roles they play in the state and public sector 18:31 - 19:34 - Jin Chang on the wave of cybersecurity privacy, risk needs…

AccounTrends: The tax and accounting thought leadership podcast

1
Let's Talk About Risk Advisory 29:27

3 years yang lalu29:27

29:27

Join Jin Chang, CEO and Co-Founder of Fieldguide, to hear about the importance of risk advisory services and how they're a big part of the future of audit and advisory. Learn about the inception of Fieldguide and how the platform helps firms grow faster and become more profitable through automation.

AccounTrends: The tax and accounting thought leadership podcast

1
Experience Our Profession Through Fresh Eyes 28:30

3 years yang lalu28:30

28:30

This week join Shelly Weir, President & CEO at Florida Institute of CPAs, as she talks about her fresh eyes on the profession and the role state societies play in it. She also talks trending topics in the industry and how firms need to think about attracting new talent.

AccounTrends: The tax and accounting thought leadership podcast

1
Creating a Purposeful Strategy for Building a Niche Firm 27:33

3 years yang lalu27:33

27:33

Defining a niche is a complex strategy for firms everywhere. On this episode, Jason Blumer, CPA and CEO of Thriveal CPA Network and Blumer CPAs, walks us through how firms should find and define their niche, when is the right time to do so, and the complexities of building a niche firm overall.

AccounTrends: The tax and accounting thought leadership podcast

1
What You Need to Know About Advising Clients on Crypto 23:00

3 years yang lalu23:00

23:00

Sonia Dumas, CEO of Curio Haus and Web3 Educator, specializes on educating tax professionals on cryptocurrency. Hear her expert advice for tax professionals on what questions they need to ask, tools they need to utilize, and how to advise their clients on everything revolving around cryptocurrency. Check out Intuit Accountants Cryptocurrency Tax Guide whitepaper for more helpful information about this topic.…

AccounTrends: The tax and accounting thought leadership podcast

1
What Fellow Accounting Podcasters Have Learned 33:16

3 years yang lalu33:16

33:16

Blake Oliver and David Leary, co-hosts of the Cloud Accounting Podcast, join us to talk about trends in the industry, what they've learned from their journey in podcasting, and where they see firms heading in the future.

AccounTrends: The tax and accounting thought leadership podcast

1
Finding Your Strength To Grow As A Leader 30:20

3 years yang lalu30:20

30:20

Founder of Caldwell Consulting & Training, Carla Caldwell, joins us to discuss growing as a leader. Hear advice on finding the right community, the importance of mentors, and why you need to lean into your strengths to grow as a leader.

AccounTrends: The tax and accounting thought leadership podcast

1
Creating a Tax Roadmap for Your Clients 26:23

3 years yang lalu26:23

26:23

Kristen Keats, CPA and owner of Sherwood Tax & Accounting, joins the podcast to talk about how to create tax roadmaps for clients. Listen as she explains the shift away from compliance services, and digs into creating monthly goals to help clients prepare for their future.

AccounTrends: The tax and accounting thought leadership podcast

1
Enhance Your Firm with the Help of Technology 33:39

3 years yang lalu33:39

33:39

Heather Satterley, CPA, CIO of GrowthLab FaaS, and 'Appy Hour Webinar co-host, joins us today to educate listeners on the power of technology. Hear her expert advise on when to utilize technology in the industry to help automate compliance work, the biggest pain points technology can solve, and more on today's episode.…

AccounTrends: The tax and accounting thought leadership podcast

1
Thinking About Offering Tax Advisory Services? 27:00

3 years yang lalu27:00

27:00

Jim Buffington, CPA and Advisory Services Leader at Intuit, dives deep into why offering tax advisory services is a key benefit to your clients and can be transformative for your business. Jim shares examples and best practices from firms that are already seeing the fruit of adding advisory services to their list of offerings.…

AccounTrends: The tax and accounting thought leadership podcast

1
How to Overcome Client Hesitation When It Comes to Advisory Services 33:22

3 years yang lalu33:22

33:22

Dominique Molina, CPA, co-founder and President of the American Institute of Certified Tax Coaches joins us to discuss the importance of clearly educating clients on the benefits of advisory services. Hear her advice on how to present advisory services in a positive light, how to articulate its value, how to answer difficult questions from clients, and more.…

AccounTrends: The tax and accounting thought leadership podcast

1
Top 10 Insights from Season 1 26:27

3 years yang lalu26:27

26:27

A look back at some of the top insights from season 1 of AccounTrends. If you enjoyed this season, please leave us a review on Apple Podcasts or Spotify! 1:05 - Allan Koltin on the war on talent and raiding 3:53 - Darren Root on working through staffing challenges during the great resignation 5:16 - Angie Grissom on 3 fundamentals for reducing burnout and lack of engagement 7:49 - Ron Baker on how hourly billing can make it difficult to move into advisory 9:26 - Jody Grunden on firm culture and why how you communicate with clients matters 11:21 - Dr. Sean Stein Smith on what crypto is and the 2 biggest risks around it 15:52 - Mark Wickersham on the power of choice in pricing models 16:49 - Nayo Carter-Gray on how to lead clients well based on what matters to them 18:13 - Randy Crabtree on R&D tax credits & digging deeper for clients 20:06 - Joe Woodard on the terror wall and failure trench…

AccounTrends: The tax and accounting thought leadership podcast

1
Pt. 2 Barriers to Advisory: Why Most Tax Preparers Don't Embrace the Opportunity 20:24

3 years yang lalu20:24

20:24

Part 2 of our discussion with Joe Woodard, Founder and CEO of Woodard. Join us as Joe continues to unpack the barriers to tax advisory and the psychology behind why some professionals are hesitant to get started.

AccounTrends: The tax and accounting thought leadership podcast

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Pt. 1 Barriers to Advisory: Why Most Tax Preparers Don't Embrace the Opportunity 28:42

3 years yang lalu28:42

28:42

Don't miss this two-part discussion with Joe Woodard, "Barriers to Advisory: Why Most Tax Preparers Don't Embrace the Opportunity", and hear him unpack the common barriers to breaking into tax advisory. Success and learning are on the other side of the fear of failure. Tune in as Joe walks us through some key concepts for growing your business to include tax advisory.…

AccounTrends: The tax and accounting thought leadership podcast

1
The Magic of Specialty Tax Advisory 23:56

3 years yang lalu23:56

23:56

In this episode, Randy Crabtree, Co-Founder and Partner at Tri-Merit , shares from the wealth of knowledge he's gained while running a successful specialty tax consulting firm and teaming up with tax preparers to help them bring more value to their clients.

AccounTrends: The tax and accounting thought leadership podcast

1
What is Tax Advisory and Why Should I Care? 22:35

3 years yang lalu22:35

22:35

It's hard for your clients to see the value in all the advice you provide and be willing to pay for it if you've been giving it away for free. Join us as Nadia Rodriguez, CPA and Tax Analyst at Intuit, shares her thoughts about what tax advisory really is and how you can take steps towards it by being proactive with your clients, clearly communicating the value your services create, and transitioning your pricing model.…

AccounTrends: The tax and accounting thought leadership podcast

1
Tax Benefits of Having Kids 21:29

3 years yang lalu21:29

21:29

Mike D'Avolio, CPA, JD, and Intuit employee, shares tax strategies for families with children and covers tax benefits for education, hiring your child to work in the family business, the kiddie tax, and more.

AccounTrends: The tax and accounting thought leadership podcast

1
4 Tax Strategies to Implement Now 24:02

3 years yang lalu24:02

24:02

Join Robin Gervais, EA and Manager at Intuit, as she discusses her passion around taxes, shares the latest in tax trends to incorporate into your business today, and discusses how she got started as an EA growing her practice to over 100 clients through year-round advisory. Robin covers creative techniques, strategies, and tangible steps you can share with your clients to grow their retirement nest egg, plan for the future, and lower their current tax bracket.…

AccounTrends: The tax and accounting thought leadership podcast

1
Why Streamlining Tax Prep is the Best Path to Client Focus 26:26

3 years yang lalu26:26

26:26

Nayo Carter-Gray, EA and QuickBooks Online Advanced Certified Pro-Advisor, joins us today to talk about the power and benefits of workflow automation. With a little planning before client engagement begins, hours can be saved in the long run. You won't want to miss hearing Nayo's tips and tricks!

AccounTrends: The tax and accounting thought leadership podcast

1
You Are More Valuable Than You Realize 29:07

3 years yang lalu29:07

29:07

Mark Wickersham, sought after profit improvement expert, value pricing expert, professional speaker and author, joins us as we answer burning questions about value pricing and how to avoid common pitfalls. You don't want to miss this one!

AccounTrends: The tax and accounting thought leadership podcast

1
Cryptocurrency vs Blockchain: What Are They, IRS Forms & How to File 21:31

3 years yang lalu21:31

21:31

Sean Stein Smith, PhD, joins us to address the most commonly asked questions on cryptocurrency, its impact on the accounting profession, and why he predicts that of the 10,000+ coins circulating today, 1,000 will rise to the top. Get your notebook ready, Dr. Sean Stein Smith is about to decode the crypto world.…

AccounTrends: The tax and accounting thought leadership podcast

1
How to Build a Multimillion-dollar Firm 34:08

4 years yang lalu34:08

34:08

Jody Grunden, co-founder & CEO at Summit CPA Group, joins us to explain how he's built a successful multimillion-dollar accounting firm through a subscription-based pricing model, and enjoys a 94% retention rate. Learn his tips and see how you can apply them in your firm.

AccounTrends: The tax and accounting thought leadership podcast

1
Value Pricing 2.0: Going From Transactional to Relational 33:38

4 years yang lalu33:38

33:38

Ron Baker, founder of VeraSage Institute, best selling author, and radio talk show host on the VoiceAmerica.com show - The Soul of Enterprise: Business in the Knowledge Economy, also known as the "Godfather of value pricing", joins us to share his views on the subscription model in the accounting industry, how firms should quantify success, and why timesheets should be a thing of the past. With over 27 years of study in this area, Ron brings a distinct perspective on the changes coming to the industry and provides insight for those who are looking to lead the way.…

AccounTrends: The tax and accounting thought leadership podcast

1
Hybrid Working Should be the Forever Normal: Tips for Building Relationships 25:41

4 years yang lalu25:41

25:41

Angie Grissom, Owner and Chief Relationship Officer at the Rainmaker Companies, breaks down why the hybrid work model is here to stay. After months of observation and study, Angie walks us through examples of how, with time and the proper technology, hybrid working benefits the team, builds relationships, offers safety, and promotes engagement. You won't want to miss the tips Angie shares to get you and your team on the road to successful remote work.…

AccounTrends: The tax and accounting thought leadership podcast

1
The Secret to Surviving the "Great Resignation" 24:08

4 years yang lalu24:08

24:08

Technology has infiltrated every industry and accounting is no exception to this trend. The pandemic ushered in this advancement faster than we’ve witnessed in years past. With remote work taking hold and people leaving their current jobs to explore other opportunities, firms are finding it harder than ever to staff up. Automation is the technology solution firms are gravitating toward. Join Darren Root, CEO of Rootworks as he talks with hosts Jasen Stine and David Bergstein about how moving forward with technology in your firm is the key to surviving the “Great Resignation”.…

AccounTrends: The tax and accounting thought leadership podcast

1
Future & Direction for the Industry: The Future is Here 23:55

4 years yang lalu23:55

23:55

Allan Koltin CPA, CGMA and CEO of Koltin Consulting Group, Inc joins us to share his thoughts around key trends currently at play in the profession at large. In this episode we will discuss: "The war on talent", succession planning, M&A, outside ownership and capital, transformation to advisory, and outsourced services. We also tackle what the top performing firms are doing to be successful.…

AccounTrends: The tax and accounting thought leadership podcast

1
Introducing AccounTrends: The Top Accounting Trends You Need to Know Now 18:55

4 years yang lalu18:55

18:55

Meet the hosts of AccounTrends, get an overview of the show, and hear about some of the trends that will be covered as well as the experts who will come on the show to discuss them.

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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Tackling Tax Technology and Talent