All Episodes
Displaying 81 - 100 of 106 in total
The path towards advisory in tax with Jorge Olavarrieta and Minal Babaria
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 with Geni Whitehouse
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 of Hall CPA PLLC
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? with Issac Heller of Trullion
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) with Dan Gertrudes of GrowthLab Financial
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 of the Illinois CPA Society
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) with Dan Gertrudes of GrowthLab Financial
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 Accounting & hasn’t looked back (Jay Kimelman and Rachel Fisch)
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) with Dan Gertrudes of GrowthLab Financial
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 according to Scott Orn of Kruze Consulting
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, founder of LiveCA
Chad Davis, founder at LiveCA, shares why his firm created a new NoCode service offering — and much more!
Blockchain for accountants with Ben Taylor, founder of SoftLedger
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 with Twyla Verhelst, CPA and Andrea MacDonald, CPA
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 with Byron Patrick, CPA
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...
How to fix the IRS and CPA with AICPA's Sue Coffey and Tom Hood
Let's get real. The IRS is in trouble. The CPA pipeline is shrinking. Diversity efforts have stalled. GAAP continues to decline in relevance. So how do we fix it? Sue ...
Is Tether a fraud? (with guest Dr. Sean Stein Smith)
Stablecoins are cryptocurrencies backed one-to-one with U.S. dollar - in theory - but that has never really been tested. One of the biggest stablecoin issuers, Tether,...
The future of QuickBooks with Hector Garcia, CPA
With QuickBooks Desktop slowly phasing out, what is the future of QuickBooks Enterprise? Enter QuickBooks Online Advanced, the future of QuickBooks in the mid-market. ...
Deconstructing timesheet defenses with Ron Baker, CPA, founder of VeraSage Institute
In this episode, I’m joined by Ron Baker, CPA, founder of VeraSage Institute, and host of the talk radio show, The Soul of Enterprise. When he heard my interview with ...
High Rock Accounting is a high growth firm with Liz Mason, Rachel Fisch, and Megan Tarnow
In this episode, I'm talking with Liz Mason, Founder, and CEO of High Rock Accounting, Rachel Fisch, High Rock's Chief Global Development Officer, and Megan Genest Tar...
A tale of two mergers with Kenji Kuramoto and Matthew May of Acuity
In today's episode, we've got a very spirited crossover/collab with Kenji and Matthew of "Drink While You Think," a weekly mashup of alcohol and accounting on the Acui...