Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
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内容由Accounting High提供。所有播客内容（包括剧集、图形和播客描述）均由 Accounting High 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
类似 Accounting High 的节目
Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
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continue reading
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Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
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Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
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Whatever you lead can only grow when you do. Experience real-life, real-time business and leadership coaching from Dave Ramsey, a successful CEO, popular radio personality, bestselling author, and now the host of The EntreLeadership Podcast. Dave takes your calls and draws on over 30 years of experience as the CEO of Ramsey Solutions to help you overcome the challenges you're facing. More at https://www.ramseysolutions.com/shows/the-entreleadership-podcast.
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We’re on a mission to uncover the science of self-made success. Join host Akua Konadu each week as she interviews some of the most brilliant minds in business—digging deep into the details and uncovering the strategies that turned entrepreneurial dreams into reality. The Independent Business podcast is powered by HoneyBook, the all-in-one platform for anyone with clients. Book clients, manage projects, and get paid faster with HoneyBook, and have business flow your way. Natalie Franke was th ...
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Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
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Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
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Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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234 Tax Firm Adding Value with Financial Planning and CAS (feat. Matt Kidd, CPA)
Manage episode 449979087 series 3280285
内容由Accounting High提供。所有播客内容（包括剧集、图形和播客描述）均由 Accounting High 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Episode 234
FACULTY: Matt Kidd, CPA
CLASS: #Shoperations
In this throwback to Sons of CPAs, Scotty chats it up with Matt about his two CPA brothers, diving into how they each built successful practices, inspired by their CPA father. They talk about managing and transitioning CPA firms, incorporating wealth management, modernizing traditional practices, tax season, and client relationships. Tune in for a comprehensive view on growing a client-centric, million-dollar CPA practice, with insights on practical strategies and overcoming challenges in the accounting profession.
📣 Shout Outs: Shane Mason, Blunden, QuickBooks Online, QuickBooks Desktop, Xero, UltraTax, Karbon, Excello, Onvio, Thompson Reuters, Citrix, Buckingham Strategic Partners, Loring Ward, AICPA, AICPAENGAGE, Jon Gordon
⬇️ Video Referenced ⬇️
051 - Numbers and Love Letters (feat. Shane Mason, CPA/PFS, CFP, CPWA) (https://youtu.be/Pkn_JPfwl0k)
📚 Books Referenced 📚
The Energy Bus: 10 Rules to Fuel Your Life, Work, and Team with Positive Energy by Jon Gordon
Chapters:
00:00 Teaser
02:12 Meet Matthew Kidd: The CPA Journey
02:30 Family of CPAs: The Kidd Legacy
02:50 The Value of Wealth Management
02:58 Matthew's Path to Becoming a CPA
07:26 Acquisitions and Practice Growth
14:15 Hard Numbers
24:02 Modernizing
25:43 Navigating Tax Laws and Old Tech
27:18 The Onvio Experience
29:50 Transitioning to Cloud-Based Systems
33:24 Launching Wealth Management Services
40:57 Marketing Wealth Management to Clients
45:17 The GetTo Foundation and Its Impact
47:54 Reflections on Accounting Practices and Margins
51:39 Closing Thoughts and Future Plans
🔗 Connect With Us On LinkedIn! 🔗
Matt Kidd, CPA
📎 https://www.linkedin.com/in/matthewkiddcpa/
Blunden & Kidd Accounting & Consulting, P.C.
📎 https://www.linkedin.com/company/blunden-kidd-accounting-consulting-p-c/
Scotty OKR Scarano
📎 https://www.linkedin.com/in/scottscarano/
Accounting High
📎 https://www.linkedin.com/company/accounting-high/
📎 https://www.accountinghigh.com/
Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, tax planning, financial advisory, CPA journey, wealth management, family business, accounting firm growth, hybrid work model, client relationships, CAS integration, professional development
301集单集
分享
Manage episode 449979087 series 3280285
内容由Accounting High提供。所有播客内容（包括剧集、图形和播客描述）均由 Accounting High 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Episode 234
FACULTY: Matt Kidd, CPA
CLASS: #Shoperations
In this throwback to Sons of CPAs, Scotty chats it up with Matt about his two CPA brothers, diving into how they each built successful practices, inspired by their CPA father. They talk about managing and transitioning CPA firms, incorporating wealth management, modernizing traditional practices, tax season, and client relationships. Tune in for a comprehensive view on growing a client-centric, million-dollar CPA practice, with insights on practical strategies and overcoming challenges in the accounting profession.
📣 Shout Outs: Shane Mason, Blunden, QuickBooks Online, QuickBooks Desktop, Xero, UltraTax, Karbon, Excello, Onvio, Thompson Reuters, Citrix, Buckingham Strategic Partners, Loring Ward, AICPA, AICPAENGAGE, Jon Gordon
⬇️ Video Referenced ⬇️
051 - Numbers and Love Letters (feat. Shane Mason, CPA/PFS, CFP, CPWA) (https://youtu.be/Pkn_JPfwl0k)
📚 Books Referenced 📚
The Energy Bus: 10 Rules to Fuel Your Life, Work, and Team with Positive Energy by Jon Gordon
Chapters:
00:00 Teaser
02:12 Meet Matthew Kidd: The CPA Journey
02:30 Family of CPAs: The Kidd Legacy
02:50 The Value of Wealth Management
02:58 Matthew's Path to Becoming a CPA
07:26 Acquisitions and Practice Growth
14:15 Hard Numbers
24:02 Modernizing
25:43 Navigating Tax Laws and Old Tech
27:18 The Onvio Experience
29:50 Transitioning to Cloud-Based Systems
33:24 Launching Wealth Management Services
40:57 Marketing Wealth Management to Clients
45:17 The GetTo Foundation and Its Impact
47:54 Reflections on Accounting Practices and Margins
51:39 Closing Thoughts and Future Plans
🔗 Connect With Us On LinkedIn! 🔗
Matt Kidd, CPA
📎 https://www.linkedin.com/in/matthewkiddcpa/
Blunden & Kidd Accounting & Consulting, P.C.
📎 https://www.linkedin.com/company/blunden-kidd-accounting-consulting-p-c/
Scotty OKR Scarano
📎 https://www.linkedin.com/in/scottscarano/
Accounting High
📎 https://www.linkedin.com/company/accounting-high/
📎 https://www.accountinghigh.com/
Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, tax planning, financial advisory, CPA journey, wealth management, family business, accounting firm growth, hybrid work model, client relationships, CAS integration, professional development
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类似 Accounting High 的节目
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Whatever you lead can only grow when you do. Experience real-life, real-time business and leadership coaching from Dave Ramsey, a successful CEO, popular radio personality, bestselling author, and now the host of The EntreLeadership Podcast. Dave takes your calls and draws on over 30 years of experience as the CEO of Ramsey Solutions to help you overcome the challenges you're facing. More at https://www.ramseysolutions.com/shows/the-entreleadership-podcast.
…
continue reading
We’re on a mission to uncover the science of self-made success. Join host Akua Konadu each week as she interviews some of the most brilliant minds in business—digging deep into the details and uncovering the strategies that turned entrepreneurial dreams into reality. The Independent Business podcast is powered by HoneyBook, the all-in-one platform for anyone with clients. Book clients, manage projects, and get paid faster with HoneyBook, and have business flow your way. Natalie Franke was th ...
…
continue reading
Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
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