최고 CPAs 팟캐스트 (2024)

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23 - Revolutionizing Tax Advisory: Transforming Firms for the Future with Jackie Mayer 21:49

12h ago21:49

21:49

Join us as Jackie Mayer shares her journey from CPA firm owner to software developer, offering invaluable insights into revolutionizing tax advisory services. Discover practical strategies, innovative tools, and the future of accounting in this insightful conversation. In this episode, you will be able to: Learn practical strategies for integrating…

1
How to Sell Advisory Services at Your Firm w/ Adam Lean 37:45

21h ago37:45

37:45

In this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project. Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that re…

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292 [Hire Well] Offshore as a Strategy, Not a Tactic with Nick Sinclair of TOA Global 28:07

3d ago28:07

28:07

Accountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions relat…

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22 - Optimizing Offshore Operations: Strategies for Effective Communication and Integration with Bhavesh Agarwal 38:16

2d ago38:16

38:16

Join us as we delve into the world of offshore operations with Bhavesh Agarwal, exploring the challenges and successes of integrating teams across continents. Discover key strategies for effective communication, building rapport, and maximizing the benefits of outsourcing, offering valuable insights for businesses navigating global collaboration. I…

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21 - Navigating Management, Work-Life Harmony, and the Changing Landscape of Accounting with Mike Manalac 42:55

8d ago42:55

42:55

Join us as Mike Manalac shares invaluable insights on managing diverse teams, navigating the shift to virtual work, and prioritizing work-life balance in the accounting profession. Discover the power of humor and transparency in addressing industry challenges, along with practical tips for embracing technological tools to enhance collaboration. In …

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Is AI Overhyped? Is CAS a Necessity? These Questions and More w/ Daniel Hood 41:18

8d ago41:18

41:18

On this episode of Growing Your Firm, host David Cristello interviews Daniel Hood, the editor-in-chief of Accounting Today. With over two decades of experience in the industry, Daniel shares insights into the evolving trends in accounting firms and the push for advisory services. Tune in to gain a deeper understanding of the future of accounting an…

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291 [Hire Well] Down to One Hour with Scott Scarano, CPA 37:01

9d ago37:01

37:01

After being stuck at a “$1.2M and working-all-hours” plateau for six years, it took Scott Scarano four years to get down to a one-hour work week. Find out what he needed to learn to get there. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you …

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20 - Revolutionizing Accounting: Exploring Outsourcing, Innovation, and Future Trends with Darren Isaacs 27:39

9d ago27:39

27:39

Join Darren Isaacs from Makosi as he discusses the transformative journey of outsourcing in accounting. Discover the benefits of tapping into South African talent and navigating digital transformation challenges. Gain insights into the future of accounting and global governance in this engaging conversation. In this episode, you will be able to: Ga…

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19 - Maximizing Value: Transitioning to a 40-Hour Work Week in Accounting with Geraldine Carter 26:08

15d ago26:08

26:08

Join Laurence Whittam in an insightful conversation with Geraldine Carter from Geraldine Carter, LLC. as they delve into the transformative journey of transitioning CPA firms to a 40-hour workweek. Gain practical strategies, mindset shifts, and valuable resources to achieve a healthier work-life balance while maximizing value creation. In this epis…

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Working 2 Hours / Week, Running a $1.6M Firm, and Rapping with Scotty Scarano 37:11

15d ago37:11

37:11

On this episode of Growing Your Firm, David Cristello interviews Scotty Scarano, the self-titled wrapping custodian at Accounting High. Scotty, who is also the founder of a $2 million accounting firm and serves on various tech company boards, shares insights on OKRs and his rap career. Tune in to learn more about Scotty's journey and his unique app…

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290 [Hire Well] Onshore Hiring Done Well for Accountants 30:23

16d ago30:23

30:23

Accountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions relat…

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18 - Expert Insights, Leadership Strategies, and Innovative Solutions for Seamless Collaboration with Vivek Shah 30:33

16d ago30:33

30:33

Elevate your outsourcing strategy with Vivek Shah of Infinity Globus – where insights meet innovation. Empower your team with effective leadership and a vibrant organizational culture, while navigating common challenges seamlessly. In this episode, you will be able to: Discover actionable insights into various outsourcing engagement models, equippi…

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Smarter Way to Hire, Output Thinking, and Removing Yourself w/ John Seiffer 36:55

22d ago36:55

36:55

In this episode of the Growing Your Firm podcast, host David Cristello welcomes John Seiffer, a seasoned business owner and remote CEO, to discuss the concept of Output Thinking and its application in team management. John, a business coach and former president of the International Coach Federation, shares insights on how to make managing teams eas…

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17 - Unlocking the Power of Al: Transforming Accounting Practices for a Productive Future with David Cristello 31:14

22d ago31:14

31:14

In this episode featuring David Cristello, CEO and Founder of Jetpack Workflow, delve into the future of accounting with AI. Discover how AI is reshaping productivity in firms, the practical applications transforming admin tasks, and actionable steps to embrace AI for enhanced efficiency. In this episode, you will be able to: Understand the transfo…

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289 Fear of Niche Boredom with Jonathan Stark 1:06:03

23d ago1:06:03

1:06:03

I talk with Jonathan Stark about the fear of niche boredom and the benefits of niching down in business. We explore the idea that niching down does not lead to boredom, but rather opens up new opportunities for variety and growth. By focusing on a specific target market or problem, businesses can automate repetitive tasks, systematize processes, an…

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16 - Navigating the Global Workforce: Strategies for Managing and Growing Teams Effectively with Nick Sinclair 30:13

24d ago30:13

30:13

Join us for an enlightening discussion with Nick Sinclair of TOA Global as we explore the world of outsourcing and managing global teams. Tune in to unlock the keys to effectively managing and growing your global workforce. In this episode, you will be able to: Gain insights into effective strategies for managing and growing global teams within the…

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15 - Navigating Talent Challenges and Embracing Global Solutions for Accounting Professionals with Okorie Ramsey 30:13

29d ago30:13

30:13

Join Okorie L. Ramsey as he shares insights on global talent solutions in the accounting profession, exploring strategies like co-sourcing and offshoring to address workforce challenges. Tune in to gain practical advice and expert perspectives on building successful international teams. In this episode, you will be able to: Understand the evolving …

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288 [Hire Well] Five Offshoring Mistakes for CPAs to Avoid 35:06

1M ago35:06

35:06

Accountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions relat…

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14 - Unlocking Profitability: Transitioning from Hourly Rates to Value-Based Pricing 27:08

1M ago27:08

27:08

Join us as we delve into the world of pricing strategies with expert Loren Fogelman, exploring how firms can shift from hourly rates to value-based pricing for increased profitability, improved client relationships, and a more sustainable business model. In this episode, you will be able to: Understand the importance of transitioning from hourly bi…

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13 - Transforming Accounting Firms through Wealth Management Integration with Rory Henry 31:30

1M ago31:30

31:30

Join us as guest Rory Henry discusses the imperative integration of wealth management into accounting firms. Discover the revenue potential, partnership structures, and client-centric strategies vital for navigating this transformative landscape. In this episode, you will be able to: Understand the importance of integrating wealth management servic…

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Scaling Payroll Services to 7 Figures w/ Tyler Winn 21:55

1M ago21:55

21:55

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristillo sits down with Tyler Winn, the founder and CEO of Cirrus Payroll. Tyler shares his journey of falling into the payroll business in 2012 and subsequently building a seven-figure firm that specializes in processing payroll for small businesses. Alongside ru…

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12 - Exploring the World of Outsourcing: Strategies, Success Stories, and Expert Advice with Mike Walton 40:31

1M ago40:31

40:31

Join us for an insightful conversation with Mike Walton, Senior Vice President at QX Global Group, as we explore the world of outsourcing on Business Beyond Borders. Learn about the crucial elements for successful outsourcing journeys, from setting clear expectations to fostering internal communication. In this episode, you will be able to: Underst…

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287 How CPAs Can Decide Their Niche When They Can’t Decide 17:24

1M ago17:24

17:24

If you’ve ever wanted to niche but thought, “I can’t decide,” this episode is for you. By the end of it, you will not only know you can decide but also be able to take your next niche step with confidence. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients…

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REFRAME: Influential Conversations for Accountants - Part 2 of 8 1:02:15

1M ago1:02:15

1:02:15

This webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024. Parts 3 to 8 will be released the second Friday of each month until October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations …

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11 - Revolutionizing Accounting: The Future of Automation with Basis 32:34

1M ago32:34

32:34

Dive into the world of accounting innovation with Matt Harpe, Co-Founder of Basis, as we explore the cutting-edge strategies shaping the industry's future. Join us for an insightful conversation that reveals the secrets to revolutionizing your financial practices.In this episode, you will be able to: Discover how Basis is transforming traditional a…

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Launching a CFO Advisory Firm, Ditching Digital Marketing, and Growth w/ Fred Tate 33:24

1M ago33:24

33:24

On this episode of Growing Your Firm, host David Cristello interviews Fred Tate, the Managing Director of CFO Shield. Fred discusses how CFO Shield takes a consultative approach to create tailored solutions for clients, offering fractional CFO services along with bookkeeping and payroll support. Fred also emphasizes the importance of understanding …

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286 What do I say on my website? #4: Fix / Packages 8:28

1M ago8:28

8:28

We’re talking today about what to put in the fix section of your website. If you do this well, the flow of your website copy will make sense to your reader. If you don’t do this well, there’s a risk and opportunity cost of not attracting the clients you want to work with, doing the kind of work you enjoy at prices you enjoy. … Hey CPA firm owner, g…

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10 - Culture, Flexibility, and Trust: Transforming Accounting Firms for Success with Joey Havens 29:47

2M ago29:47

29:47

Join us in this episode as we delve into the power of storytelling fostering belonging, embracing flexibility, and investing in HR for success with Joey Havens, a seasoned author, consultant, and retired partner from HORNE LLP. Tune in for actionable insights to revolutionize your firm's approach and thrive in today's ever-evolving landscape. In th…

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09 - Exploring Outsourcing: Strategies and Best Practices in Client Accounting Services with Kane Polakoff 34:44

2M ago34:44

34:44

Join us as Kane Polakoff, Principal, Client Advisory Services Practice Leader of CohnReznick LLP delves deep into the offshore accounting realm, unraveling the intricate threads of success. From cultivating robust leadership to honing recruitment practices and ensuring top-notch quality management. Gain invaluable insights and expert advice on buil…

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Behind the Scenes of a Large CAS Practice w/ Kane Polakoff 29:42

2M ago29:42

29:42

Today on the Growing Your Firm Podcast, David Cristello sits down with guest Kane Polakoff, a principal client advisory services practice leader at CohnReznick. They delve into the world of client advisory services, discussing how to scale it, the tech stack involved, and the execution for high performance. Kane’s extensive experience working with …

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285 The Niche River of Fear 15:51

2M ago15:51

15:51

Niching feels scary. The journey includes uncertainty, doubt, and overwhelm. “We definitely should turn around.” It’s the Niche River of Fear. If you know it exists and what to be on the lookout for, you’ll make it across. In so doing, you’ll reap the benefits of having made the traverse: new skillsets, capabilities, and tool to last a lifetime in …

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08 - Navigating the Accounting Event Landscape: A Deep Dive into Professional Growth Opportunities with Seth Fineberg 46:07

2M ago46:07

46:07

Join us for an enlightening episode as we tackle the pressing questions that leaders in accounting firms must address to make their organizations more attractive. Our guest, Seth Fineberg, Founder of Accountants Forward, discusses the essential shifts needed within the profession, focusing on a culture shift, innovative networking, growth strategie…

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07 - Navigating Staff Leasing and Offshoring: Insights from Global Staff Connections with Andrew Mendiola 23:02

2M ago23:02

23:02

Join us in another insightful episode as we delve deeper into the world of staff leasing and offshoring. Our guest, Andrew Mendiola, Managing Director of Global Staff Connections, sheds light on benefits, challenges, and strategies for effective offshore talent utilization. In this episode, you will be able to: Discover Global Staff Connections' gr…

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CPA Labor Crisis & Talent Recruitment 42:14

2M ago42:14

42:14

Join Tom Wheelwright in this episode as he explores the CPA labor shortage with Professor Paul Madsen of University of Florida. Madsen is a Professor at the Fisher School of Accounting. His primary research interests include accounting regulation and standard-setting, the labor economics of accounting occupations, and 19th and 20th century accounti…

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284 Use “So That” to Communicate More Value 7:02

2M ago7:02

7:02

A simple way to improve how you communicate the value you create. If you are not already great at communicating the value you create, you might default to selling accounting to your clients. Selling accounting is less valuable than what accounting does, so if you don’t know how to convert from what accounting IS to what accounting DOES, you might b…

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06 - Optimizing Operations: Strategies for Success in CPA Firms with Andrew Ferrigno 23:34

2M ago23:34

23:34

Join us in another insightful episode as we delve deeper the intricacies of optimizing operations within CPA firms, featuring insightful discussions with industry experts. Our guest, Andrew Ferrigno, Managing Director, Whitman Transition Advisors LLC, shares expert strategies and essential tips for addressing skill gaps, leveraging technology effec…

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05 - Unlocking Success: Insider Tips for Outsourcing in South America with Agustin Morrone 36:40

2M ago36:40

36:40

Join us in another insightful episode as we delve deeper into the secrets to successful outsourcing in South America. Our guest, Agustin Morrone, Co-Founder & VP of Growth, Vintti, shares expert strategies and essential tips for maximizing efficiency and finding top talent. In this episode, you will be able to: Insights into cultural dynamics when …

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How to Scale with Workflow, M&A, & Niching Down w/ Tammy Little 29:03

2M ago29:03

29:03

In this insightful episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Tammy D. Little, CEO and founder of the FTC Group. The discussion centers around Tammy's journey from working as a controller/CFO for a large construction firm to launching her own firm, the FTC Group. Tammy shares her experiences in…

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283 Feelings for Profit 19:59

2M ago19:59

19:59

In increasing order of value, clients buy one of five things: Commodities Deliverables Services Experiences Transformations The kinds of transformations you can create are typically related to four things: Money Time Feelings Clarity The more you understand about what your clients feel before they work with you and once they’re working with you, th…

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04 - Navigating Training, Engagement, and Culture in Today's Global Workplace with John Fenton 43:57

2M ago43:57

43:57

Join us in another insightful episode as we delve deeper into the realm of outsourcing dynamics. Our guest, John Fenton, Founder and CEO of John J Fenton Executive Coaching, sheds light on diverse, remote, and international teams. In this episode, you will be able to: Discover effective leadership strategies for diverse, remote, and international t…

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