All Episodes
Displaying episodes 1 - 30 of 42 in total
The Chick-fil-A of Payroll Providers
Tim Petrey shares his journey from starting as a receptionist to becoming a partner in his CPA firm and founder of a payroll service. He discusses how his firm, HD Dav...
6,000 Clients and $7 Million Gross Revenue in 12 Years
Blake Oliver is joined by Ben Sutton, the founder of Mazuma. Mazuma offers core monthly bookkeeping services, reconciliations, basic financials, and tax returns for a ...
Why Diverse Accountants Quit The Profession
Half of accountants believe that diversity is important. Half do not. Meanwhile, efforts to increase diversity in accounting firms have had disappointing results. Todd...
How To Buy An Accounting Firm
Michael Ly, founder and CEO of Reconciled, shares his advice for accountants, CPAs, and fellow entrepreneurs who are interested in purchasing a firm, based on his own ...
How to Build A Six-Figure Firm On Instagram
Sandra York, CPA, burned out as a senior manager at a Top 100 accounting firm and set out on her own. Learn how she built a thriving bookkeeping and tax business on In...
Profitable Bookkeeping For Under $200 Per Month
Learn how Michael Alliman of Alliman Business Group has built a profitable and sustainable bookkeeping business at a starting price of just $179 per month.
Outsourced Controllership With Team & Technology
Félix Latour of Le Contrôleur runs an outsourced accounting operation that provides a team approach to controllership with robust internal controls using the latest cl...
Building An Offshore Team in the Philippines: From 0 to 15 Staff in 4 Years
Argel Sabillo, CPA, left Deloitte to start his own accounting and tax firm, hiring offshore staff from the start. He shares mistakes, best practices, and secrets learn...
Peloton Co-Founder Wants You to IPO on QuickBooks
Graham Stanton ran accounting and finance at Peloton. He hired the first CFO, oversaw a troubled ERP implementation, and resolved to someday make it possible for every...
Keep Calm & Automate Your Client Onboarding
New client onboarding is one of the most challenging and painful aspects of running an accounting firm. But it’s also a significant opportunity to set yourself up for ...
Quality Management: The Secret to a Scalable Accounting Practice
Why do so many accounting firms fail to grow effectively? One common reason is that owners struggle to maintain the high quality their clients expect as they delegate ...
Why Is Tax Software Stuck In the Stone Age?
Peter Wen, CPA gives an overview of the tax software market for accounting firms. Learn about the offerings from the Big Four vendors in tax (Drake, Intuit, Thomson Re...
If You Want To Grow, You Need A COO
As one of the first CPA "firm administrators," Rita Keller grew an accounting practice from 11 people to a regional firm with over 125 people across three offices. Lea...
Developing a Cutting Edge Sales Tax Practice for Ecommerce
Learn how to build a productive and profitable sales tax practice for your accounting firm from Brittany Brown and Kexin Smith of LedgerGurus.
Your Future May Be Your Part-Time Controller
Today we're talking to Eric Fraint, the founder and President of Your Part-Time Controller, LLC - a top 100 Accounting Firm! Eric shares why he started his firm, the m...
Scaling Startup Finance with David Wieseneck
Today, we're talking about scaling startup finance with David Wieseneck, VP Finance at Demostack. David divulges why he avoided ERP as long as he possibly could. Then,...
The Path Towards Advisory in Tax
We're continuing the Path to Advisory series and now moving on to tax. Today, I'm joined by Jorge Olavarrieta, Intuit's VP of Product Management and Design, and Minal ...
How to Communicate Financial Information to Normal People
Geni Whitehouse teaches us why communication matters and how to adjust our communication to different personality profiles so that accountants can become more effectiv...
Real Talk With The Real Estate CPA
Brandon Hall built a marketing funnel that gets his firm 400 inbound inquiries per month translating to 30-40 new tax planning clients. He also manages his 33-person f...
Who Cares About Lease Accounting?
Blake talks with Issac Heller about the new lease accounting standards, whether or not investors really care, what accountants need to know either way, how accountants...
The Path to Advisory in Client Accounting Services (Part 3 of 3)
We all want to add advisory services to our outsourced accounting practices to increase our value and make more money. But what does that mean and how do we do it? In ...
How to Save the CPA with Todd Shapiro
Is the CPA profession fading away? What can we do to fix it? In this bonus episode, Blake meets with Todd Shapiro, President and CEO of the Illinois CPA Society to tal...
The Path to Advisory in Client Accounting Services (Part 2 of 3)
We all want to add advisory services to our outsourced accounting practices to increase our value and make more money. But what does that mean and how do we do it? In ...
The Digital CPA Joined High Rock & Hasn’t Looked Back
Jay Kimelman and Rachel Fisch join the show to talk about High Rock Accounting’s second acquisition: The Digital CPA. Learn why a solo CPA like Jay wanted to join a la...
The Path to Advisory in Client Accounting Services (Part 1 of 3)
We all want to add advisory services to our outsourced accounting practices to increase our value and make more money. But what does that mean and how do we do it? In ...
How to Get a Fully Remote Accounting Job
Scott Orn of Kruze Consulting shares what he looks for in fully-remote hires, how they can get a fully-remote job, and how they can be successful in that job.
Adventures in NoCode with Chad Davis
Chad Davis, founder at LiveCA, shares why his firm created a new NoCode service offering — and much more!
Blockchain for Accountants
Ben Taylor, CPA, joins the show to share what accountants need to know about blockchain and cryptocurrencies. And he should know because his company SoftLedger is a cl...
The How Of Being Intentional
Today, I'm joined again by Twyla Verhelst, CPA for part two of our series, Being Intentional in Your Modern Firm. We're talking with Andrea MacDonald, CPA about being ...
Client Data Security: Best Practices to Protect Your Firm and Clients
According to a report from 2021, some 42 percent of business and professional services organizations suffered ransomware attacks over the past year. As the number of c...