AccounTrends: The Tax And Accounting Thought Leadership podcast

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

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추가했습니다 two 년 전

Intuit Accountants에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Intuit Accountants 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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The So What from BCG

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The So What from BCG podcast artwork

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Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

10일 전18:09

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나중에 재생

18:09

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

AccounTrends: The tax and accounting thought leadership podcast

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시리즈 홈•Feed

Intuit Accountants에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Intuit Accountants 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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

… continue reading

46 에피소드

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

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AccounTrends: The tax and accounting thought leadership podcast

updated 약 1년 전

공유

시리즈 홈•Feed

Intuit Accountants에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Intuit Accountants 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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

… continue reading

46 에피소드

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

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

1 year 전35:34

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나중에 재생

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…

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Building Capacity in Accounting Firms 44:12

1 year 전44:12

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나중에 재생

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.…

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Unlocking the Secrets of Impactful Advisory Services 48:02

1 year 전48:02

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나중에 재생

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!…

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

2 years 전53:00

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나중에 재생

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.…

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Tax Advisory in Action 46:07

2 years 전46:07

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나중에 재생

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.

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

2 years 전42:55

나중에 재생

나중에 재생

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.…

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

2 years 전42:48

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나중에 재생

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.…

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From Tax Advisor to Business Growth Partner 47:04

2 years 전47:04

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나중에 재생

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!…

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Tackling Tax Technology and Talent 34:07

2 years 전34:07

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나중에 재생

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.…

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Tech Tune Up 23:48

2 years 전23:48

나중에 재생

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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.…

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Preventing Bad Actors on Your Network 27:08

2 years 전27:08

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나중에 재생

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.…

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

2 years 전43:03

나중에 재생

나중에 재생

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.

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Driving the Discipline Of Strategic Growth 28:43

2 years 전28:43

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나중에 재생

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.…

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Growth Strategies for High Performing Firms 30:02

2 years 전30:02

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나중에 재생

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.

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

2 years 전30:27

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나중에 재생

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.…

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