show episodes
 
The Cannabis Accounting Podcast discusses the ins and outs of cannabis/cbd/hemp accounting. Topics include 280E, chart of accounts, starting & growing your own firm, overcoming software challenges, and more! Looking to get into cannabis accounting? To learn more visit dopecfo.com.
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Accounting Influencers Podcast

Rob Brown (Accounting Influencers Roundtable - AIR)

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The Accounting Influencers Podcast, hosted by Rob Brown, is a must-listen for accounting professionals looking to strengthen their leadership presence, stay informed on disruptive forces in accounting and build credibility within their firms. Geared toward firm leaders, managers, partners and influencers, the show covers key topics like career development, influence, personal branding and interpreting the evolving trends impacting the accounting world. Rob brings his expertise to each episod ...
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How can you make your CPA firm the best that it can be? The Accountant's Flight Plan Podcast explores just that! Through discussions with thought leaders in the industry, Brannon Poe explores everything from mergers and acquisitions to management and development. Tune in to learn the tricks of the accounting trade from seasoned professionals who have stood the test of time.
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Account-Based Marketing is a podcast designed as a collection of conversations with sales and marketing leaders, sharing thoughts and practical tips to growing your valuable customers. This podcast is brought to you by Momentum ITSMA, a world-leading B2B growth consultancy and analyst firm. You can learn more at www.momentumitsma.com
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Small Law Firms often start from the practice of law and not as a business venture. This ends up causing the growth of the firm to be much longer and more painful than it needs to be. If you started a Law Firm with the intention of increasing your impact, freeing up your time and having all the money you will ever need then the strategies we discuss will be priceless for you. Profit with Law is a show focused on the business of running a law firm as a profitable venture. Packaging and pricin ...
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Build and Exit

Julie Wilkinson

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As a chartered management accountant by trade, I uncovered my true potential at 37, moving from a well-paid corporate job to building my own accounting and consultancy firm. Having worked on 5-10 acquisitions or business exits each month for clients, I understand the key challenges business owners face, including getting the real value they want for their business, whilst having the right controls and processes in place so the business can run independently of the owners. The Build and Exit ...
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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Multiply Your Success with Tom DuFore

Franchise Your Business | BigSkyFranchiseTeam.com

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每周
 
You’ve worked hard to build your business and now it’s time to grow. Join Tom DuFore, CEO of Big Sky Franchise Team, each week as he interviews leading entrepreneurs, executives, and experts who share their misses, makes, and multipliers. If you are a growth-minded entrepreneur, investor, or franchise company, then this is the podcast for you. Big Sky Franchise Team is an award-winning consulting firm and its consultants have advised more than 600 clients, including some of the largest compa ...
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Get inspiration and new ideas to grow your business podcast. A few times each month, hear from business podcast hosts in professional service industries. Learn why they started podcasting, how they position their shows, how it connects to their business, and more. Hosted by John Tyreman, founder of Red Cedar Marketing.
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Alan is managing partner at Greenstein, Rogoff, Olsen & Co., LLP, (GROCO) and is a respected leader in his field. He is also the radio show host to American Dreams. Alan's CPA firm resides in the San Francisco Bay Area and serves some of the most influential Venture Capitalist in the world. GROCO's core competency is advising High Net Worth individual clients in tax and financial strategies. Alan is a current member of the Stanford Institute for Economic Policy Research (S.I.E.P.R.) SIEPR’s ...
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The MBA Way

Erik "The Viking" Solbakken

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The MBA Way Podcast brings resources and advice to Canadian business owners with a splash of entertainment. We interview thought leaders, business advisors and other successful Canadian business owners to help traverse the often-logistical nightmare of owning and running a business. Why did we start this podcast? It’s simple really. At MBA Chartered Professional Accountants we have 3 Core beliefs. 1)We believe that business owners are the most important people on the planet, 2)We believe tha ...
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Retired-ish

Cameron Valadez

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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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This podcast is dedicated to providing the key ingredients to transform your employees into a dream team that creates consistent results in every aspect of the business including; team empowerment, leadership, business development, communication hiring, and firing. As some of the country’s leading staffing & management consultants, we help business owners (Entrepreneurs) and the team that support them (Intrapreneurs) to powerfully connect and work together to grow the business, together.
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
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A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.
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Now is the time of the Pioneering Practice! Best selling author and marketing expert Amanda C. Watts shares her book 'The Pioneering Practice' as an audiobook. Described as 'The number 1 authority in marketing for accounting firms in the world' Amanda's insights will transform the way you market your accounting practice. LEARN HOW TO MOVE WITH THE TIMES AND NOT GET LEFT BEHIND. There is becoming a strong divide in the accounting industry. There are accounting practices that are pioneering th ...
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Accelerator

Starter Studio, Josh Elledge, Bryan Orr

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Accelerator follows the stories of Central Florida Startups as they apply for, participate in, and graduate from Starter Studio - an Orlando-based tech startup accelerator program. Each season of Accelerator will follow a class and document their background, challenges, growth, and eventually show off their progress during demo day.It won’t all be roses. The challenges of an accelerator program can be taxing. But the potential rewards will be revealed in this Shark Tank meets The Apprentice ...
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Strategy and the Virtual Controller

Penny Breslin & Damien Greathead

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Your hosts Penny Breslin and Damien Greathead have more than 30 years of combined experience in the accounting industry. This podcast is to share their experiences of working in, and consulting to accounting and bookkeeping firms of all sizes, helping them grow. Nothing discussed will be rocket science, instead they'll be discussing 'how' firms have successfully, and not so successfully, pursued growth. Penny and Damien will be sharing their insights on how firms can be successful by focusin ...
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The Bookkeeper Basecamp Podcast is for you if you are a bookkeeper, accountant, or other MoneyPro looking to build a profitable financial services business. Each week, business coach, Amazon bestselling author, accountant, and your virtual biz bestie, Kemberli Stephenson, interviews a guest from a carefully curated group of coaches, support professionals, and even other MoneyPros who are the best in their zone of genius and who want to share their favorite business tips, tools, and strategie ...
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Welcome to Professional Services Growth and Marketing, the podcast that dives deep into the strategies and success stories driving the growth of professional service firms. If you're an entrepreneur, leader, or professional in the realms of law, accounting, architecture, medicine, and more, this podcast is your essential resource for insights, inspiration, and actionable advice. Hosted by Emerald City Productions team members, a seasoned expert marketing agency in the field of professional s ...
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What do we do when we find ourselves up against the many leadership challenges that exist within our chosen careers? We all have goals and achievements that we would like to accomplish. Unfortunately, these desires do not come equipped with insight or awareness on how to bring these accomplishments to light. In essence, this is why the Dream Octane Niche Finder framework was formed. Our founder, Clifton C Manning, spent the first 17 of his 20-year career in healthcare working with physicians ...
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show series
 
Do you use publicity in your marketing efforts? Do you expect to see leads from public releations? If you do, you are likely setting yourself up for disappointment. Our guest today is Nick Powills, and he shares with us how publicity should be viewed as lead awareness and not lead generation. TODAY'S WIN-WIN: Be patient with your results in growing…
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How does it feel to sell your business to a multinational chain? Edin Basic did just that. Building his chain of restaurants up to 17 sites before selling it to Pizza Express. But when the deal was done, he didn’t go out celebrating, he was left with the feeling of “was that it?” For him the journey of building the business had been the real enjoym…
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As private equity gains momentum in the accounting industry, firms face a decision: embrace external investment or double down on independence. Gear Up for Growth With Jean Caragher For CPA Trendlines In a recent episode of the Gear Up for Growth podcast, Alex Drost, managing principal of Connection Builders, discusses the growing interest of priva…
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Accounting Influencers with Rob Brown Rob Brown and Donny Shimamoto discuss reform, transformation, and change in the accounting profession at individual accountant and CPA plus practice levels. More Accounting Influencers with Rob Brown here In 2001, Donny founded IntrapriseTechknowlogies LLC, a specialized CPA firm dedicated to helping small busi…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/454. How do small adjustments lead to massive success in your law firm? Join Moshe Amsel as he interviews Ryan McKeen, co-founder of Connecticut Trial Firm and Best Era LLC, for a deep dive into how small, consistent changes can lead to big wins in business. Ryan shares his jour…
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Why has there been such an increase in private equity buyers acquiring accounting firms and what does this mean for the industry? In this episode of the Accountant’s Flight Plan Podcast Brannon dives deeper into the subject and what it means for your firm with accounting practice intermediary, Laurens Ball and California market leader, Morry Brown.…
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Send us a text In this episode of Financial Planner Life, Rebecca Livesey introduces Parapool, a gig-based, online marketplace that is revolutionising the paraplanning profession. By offering a flexible and scalable marketplace for paraplanners and financial advisers, Parapool addresses the current issues of rising paraplanning costs and talent sho…
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Accountants must adapt to new value measures to remain relevant in a rapidly changing world. Accounting ARC With Donny Shimamoto Center for Accounting Transformation Join host Donny Shimamoto as he chats with Bailey Lenart, founder of World Changing Business and Collective Flow. Bailey shares her journey from traditional accountant to ESG advocate,…
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In this episode, Molly dives into strategies designed to help you transform your law firm from being overburdened practitioners to successful business operators. As legal professionals struggle with balancing client service and business management, she reveals the path to achieving this harmony through optimized staffing and procedure redesign. Key…
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Your clients may need a lot of empathy and not just tactical advice. Plus 13 key takeaways. The Disruptors With Liz Farr Terrell Turner started his “journey of doing things differently” on April 1, 2020, in the midst of the pandemic. While “2020 was the reset button for everyone,” that reset offered Turner a tremendous opportunity to create a new k…
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Send us a text In today's episode of Financial Planner Life, Alina Burlacu, financial coach (and qualified financial planner) shares her insights on the evolving role of financial coaching. Alina discusses her transition into coaching, highlighting how her experience in her profession, as well as financial planning, enables her to address the emoti…
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ASES (the American Solar Energy Society) offers a weekly recap of solar PV industry headlines. Make sure you don't miss any important developments in this ever changing technology. The most important weekly headlines condensed down in a short recap. This podcast is hosted by Jay Warmke of SolarPVTraining.com. Find out more about our complete solar …
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Our guest today is Andrew Livingston. Andrew is the Director of Economics and Research at Vincente LLP. Vicente LLP is a top-ranked national cannabis law firm providing legal and policy services to marijuana and hemp companies, psychedelics companies, ancillary businesses, investors, governmental bodies, and advocacy organizations. As the firm's di…
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How well do you the profitability of your business? Do you truly know how much money you are or are not making? Our guest today is Marley Majcher, who shares with us some best practices on helping ensure your business is making the money you think it is. TODAY'S WIN-WIN: Are you making money, or are you just busy? LINKS FROM THE EPISODE: You can vi…
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Podcasting is a way to refine your perspective and innovate business strategies. With two different world views, Jason Mlicki and Jeff McKay embarked on a journey to explore divergent thoughts on professional services marketing and growth via their podcast, "Rattle and Peddle." Jason, a marketing veteran with over 20 years of experience, and Jeff, …
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Capstone Conversations. Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. With Jean Caragher. For CPA Trendlines. In a business not always comfortable with notoriety, it takes bold ideas to position an accounting firm in the marketplace, according to Kristen Lewis, director of marketing a…
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Kamala Harris and Donald Trump present starkly different tax proposals for the 2024 election reflecting their contrasting economic priorities. And while the exact outcomes of future tax policy are unknowable, you can be better prepared by having a good understanding of the potential changes. In this episode, I address some of the major tax policies…
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The profession's problems are the profession's own fault. Accounting Influencers with Rob Brown Tim Brackney, CEO of a private equity-backed CPA and advisory firm, is challenging the widespread notion that private equity harms the accounting industry. Full show notes here | More Accounting Influencers with Rob Brown here "Private equity is not kill…
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1:42 Michael Scherer, tell me a bit about your company and how did you get to where you are today? 2:40 What makes 1031's so complex? Tell us more about that. 3:31 There are certain little tips and tricks that I like to throw out there around 1031 exchanges that people can get trapped in 4:35 There are certain states that don't necessarily recogniz…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/453. Are you struggling to maintain cash flow and handle collections in your law firm? Join Moshe Amsel and Matt Darner, co-founder and VP of business development at Collbox, as they dive into strategies for improving accounts receivable (AR) management and maintaining healthy c…
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Capstone Conversations Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. With Jean Caragher For CPA Trendlines When the Covid pandemic hit Grassi CPAs, chief marketing officer Sarah Cirelli launched a "SWAT" program to stem the losses and reap an extra $2 million in new fees. Full show no…
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In this episode, Molly focuses on utilizing non-attorney salespersons and optimizing client service coordination. She shares the challenges attorneys face when juggling client consultations with substantive legal work, including the issue of client no-shows and how non-attorney salespersons can mitigate these issues. She offers a roadmap for law fi…
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Send us a text Ross Derrick is the owner of Derrick’s Steakhouse, a 1950s-inspired steakhouse with a modern flair. Entrepreneurs are driven by the desire to create value and contribute to the world, and that's exactly what Ross does. After a decade of side hustles, his entrepreneurial journey wasn't a choice—it was a necessity. When faced with a ma…
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Send us a text In this episode of Financial Planner Life, we are joined by Emma Hall, Chartered Financial Planner of the Year, who shares her career journey through a lens focused on workplace flexibility, women's wellbeing support, and mental health policies - and how these are essential for creating a thriving and resilient firm. For women in fin…
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How do you rate yourself as a sales person? On a scale from 1 to 10? If you aren’t sure on your answer or you would like to improve, then today’s episode is for you. Our guest today is Bob King, who is a sales closing expert and shares with us some of his strategies for being an effective seller. TODAY'S WIN-WIN: There’s nothing you’re selling that…
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Are you intentional about scaling your business for exit? So many organic business owners don’t have a plan and don’t know what the end goal is. If they did their loved ones would thank them so much more for doing things right when things passed onto them. In this episode I speak with Rachel Murphy, a two-time exit founder, about her entrepreneuria…
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ASES (the American Solar Energy Society) offers a weekly recap of solar PV industry headlines. Make sure you don't miss any important developments in this ever changing technology. The most important weekly headlines condensed down in a short recap. This podcast is hosted by Jay Warmke of SolarPVTraining.com. Find out more about our complete solar …
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From $70 milliion to $450 million: The power of positivity, strategic planning, and going international. Accounting Influencers with Rob Brown Richard Kopelman, CEO and managing partner of PE-owned Aprio, shares his philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision of truly gl…
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Lessons from dozens of strategic mergers & acquisitions. Accounting Influencers with Rob Brown Richard Kopelman, CEO and managing partner of PE-owned Aprio, reveals the firm's dramatic transformation and rebranding into a global business advisory and accounting firm. See Part 2: Richard Kopelman: Aprio’s Plans for Global Conquest | More Accounting …
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Leveraging social media and other digital platforms allows firms to attract talent without relying on traditional job boards or recruiters. Gear Up for Growth. With Jean Caragher. For CPA Trendlines. "You actually have to be a good firm,” Katie Thomas, CPA, founder and owner, Leaders Online LLC, replied when asked about the factors needed for an or…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/452. Are you increasing your revenue but still facing the same financial troubles? In this podcast episode, Moshe Amsel sits down with Justin Buonomo, CEO of Journey to Financial Freedom, to explore why increasing your income alone won't solve money problems. Justin discusses th…
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Send us a text In this episode, Managing Director, Kate Bailey, and Associate Partner, Ryan Milne, explore how mentorship, training, and succession planning are driving the next generation of success in the profession. With a rapidly aging adviser workforce and a looming talent shortage, investing in young financial planners is more important than …
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How will proposed tax reforms impact businesses and tax professionals in the 2024 election cycle? Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation The 2024 election is poised to bring significant changes to tax policy, and the accounting profession is bracing for the potential impact. SHOW NOTES…
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This week we sit down with Jason Borbay, a self-represented artist with a unique entrepreneurial approach to building his art career. From his journey as a track athlete and stand-up comedian to working at the Trump Organization, Jason shares his incredible path to becoming a full-time artist. Discover how he bypassed traditional galleries, built h…
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In this episode, Molly explores the pivotal role of Client Success Coordinators (CSCs) in law firms and how they can be leveraged to not only manage client relationships but also significantly contribute to revenue generation. Employing the right strategies can transform CSCs into valuable assets that boost client retention, maximize client lifetim…
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How well-equipped is the accounting profession to handle rapid technological advancements and a changing workforce? Are firms ready to embrace the future or stuck in outdated models? Rob Brown hosts an expert panel featuring Todd Robinson, Angie Grissom, Itamar Jobani, and James Hickey to discuss the future of the accounting profession. The convers…
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The pressure is on. Your Cannabis clients are counting on you to guide them through the capital raising process, but one misstep could jeopardize their future. Choosing the wrong funding type, overlooking critical documentation, or failing to plan for expenditures are common mistakes people unfamiliar with this industry make when attempting to rais…
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Have you thought about buying an existing business? Did you have a plan on what to do? Our guest today is Richard Parker, and he shares with us some insights into buying an existing business and some best practices to help you make the best decision for your business. TODAY'S WIN-WIN: There is no perfect business. LINKS FROM THE EPISODE: You can vi…
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In today’s challenging and expensive economic environment, many young adults in their 20’s and 30’s are struggling to find stable footing when it comes to their finances. Whether that’s struggling to find that perfect career that can help them pay off their student debt, saving enough for a downpayment on a first home, or having extra cash each mon…
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A 1,200 percent gain in billing. Gear Up for Growth With Jean Caragher For CPA Trendlines Accountants struggle with moving from the traditional billable hour model because they have concerns about accurately estimating costs, managing expectations, and measuring work in progress. This change requires a shift in mindset and firm-wide accountability,…
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Beyond its ethical implications, CSR can bring tangible financial gains. Know-How Korner With Donny Shimamoto Center for Accounting Transformation In this episode of Know-How Korner, we interview Jeff Joireman, a professor of marketing at Washington State University, about his groundbreaking research on corporate social responsibility. COMPLETE SHO…
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In this episode of American Dreams, we dive into the powerful bond between fathers and daughters with Madeline Anderson, the founder of the Girl Dad Network and author of Girl Dad. Discover practical tips and inspiring stories on how busy dads can connect more deeply with their daughters. From communication strategies to balancing work and family l…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/451. Are you struggling to maintain effective communication and client satisfaction in your law firm? Join Moshe Amsel and Brian Glass, partner and trial lawyer, as Brian shares his expert strategies on creating effective client roadmaps, the importance of personal touch over au…
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4:04 Rob Nixon - who coaches accounting firms 6:44 Where are the offices of TOA Global? How did you decide where to put offices? 10:10 In Entrepreneurs' Organization (EO), you can only give advice if you've actually lived that experience before - good or bad. But you cannot give advice if you've never done it. 10:21 With outsourced functions, what …
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Send us a text Ever wondered how to create a thriving workplace that benefits employees, shareholders, and clients alike? Don't miss our enlightening conversation with Helen Lovett, COO of Foster Denovo, as she uncovers the power of clear career development frameworks. Learn firsthand why their strategic focus has elevated employee engagement and c…
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What do you need to know before selling your life’s work or buying someone else’s? Learn from Stephanie’s experience as she shares her perspective on avoiding key obstacles during the acquisition and transition process in buying or selling an accounting practice. After working together in the mergers and acquisitions space for more than 15 years, y…
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In this episode, Molly addresses a common pain point for attorneys: how to move away from micromanaging and step into effective leadership to grow their law firms. She emphasizes the importance of hiring the right people, particularly a community outreach coordinator, to take over business development tasks that can free up the attorney to focus on…
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Stop following SALY. Think about what you are trying to accomplish. Plus 17 key takeaways. The Disruptors With Liz Farr Kelly Mann wants firms to stop relying on SALY – same as last year – for everything: “Everything is same as last year, the way we give bonuses to people, the way we split partner compensation, the way we monitor hours, the way we …
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Send us a text Anyone running a brand anywhere must embody an entrepreneurial spirit. Today’s guest, Kristin Holomis, Founder of Le Dog Company, exemplifies this perfectly. Le Dog is a premium orthopedic leather dog bed company, born from Kristin’s passion for both dogs and style. Being a business owner and entrepreneur is about identifying gaps in…
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Are accountants ready to tackle the future, or will technology leave them behind? What major shifts are disrupting the profession, and how can accountants stay relevant? Rob Brown leads a lively discussion with an international panel of accounting professionals: Dr. Anton Lewis, Kelly Mann, Sabby Gill, and Eriona Bajrakurtaj. Together, they discuss…
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