AccounTrends: The tax and accounting thought leadership podcast
50 episodes - English - Latest episode: 6 months ago - ★★★★★ - 6 ratingsA 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
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Episodes
Farewell and Thank You: A Celebration of Learning and Connectivity
October 30, 2023 18:00 - 35 minutes - 24.4 MBJoin 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...
Building Capacity in Accounting Firms
October 04, 2023 09:00 - 44 minutes - 30.4 MBEver 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 Ka...
Unlocking the Secrets of Impactful Advisory Services
September 12, 2023 16:00 - 48 minutes - 33 MBWhat 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...
A Dynamic Shift in the Landscape of the Accounting Industry
August 29, 2023 09:00 - 53 minutes - 36.4 MBJoin 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 innovatio...
Tax Advisory in Action
August 15, 2023 09:00 - 46 minutes - 31.7 MBH. 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.
Shifting to Advisory Services: A Win-Win for Accountants and their Clients
August 01, 2023 11:00 - 42 minutes - 29.5 MBIn 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 navig...
How to Get Clients on Board with Advisory Services
July 18, 2023 10:00 - 42 minutes - 29.4 MBHow 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 ...
From Tax Advisor to Business Growth Partner
July 04, 2023 10:00 - 47 minutes - 32.3 MBUncover 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 avo...
Tackling Tax Technology and Talent
June 21, 2023 09:00 - 34 minutes - 23.5 MBJoin 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 shar...
Tech Tune Up
June 06, 2023 21:00 - 23 minutes - 16.4 MBRoman 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.
Preventing Bad Actors on Your Network
May 23, 2023 10:00 - 27 minutes - 18.7 MBRoman 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.
Tax Season is Over, Time to Pivot to Advisory Services
May 09, 2023 09:00 - 43 minutes - 29.6 MBDawn 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.
Driving the Discipline Of Strategic Growth
April 25, 2023 17:00 - 28 minutes - 19.7 MBGale 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.
Growth Strategies for High Performing Firms
March 28, 2023 10:00 - 30 minutes - 20.6 MBDaniel 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.
Pt. 2 Technology, Trends, and Tools to Utilize
March 14, 2023 09:00 - 30 minutes - 20.9 MBBoris 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.
Technology, Trends, and Tools to Utilize
February 28, 2023 10:00 - 27 minutes - 18.8 MBBoris Shmukler, Senior Product Manager at Intuit, joins the podcast to talk about technology and the future of the industry. In this two-part conversation, 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.
Pt. 1 Technology, Trends, and Tools to Utilize
February 28, 2023 10:00 - 27 minutes - 18.8 MBBoris Shmukler, Senior Product Manager at Intuit, joins the podcast to talk about technology and the future of the industry. In this two-part conversation, 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.
The Evolution of Hiring Next Generation Talent
February 14, 2023 10:00 - 26 minutes - 18.5 MBSharrin Fuller, CEO Glass Wallet Ventures joins the podcast to talk all about hiring. Listen as she shares her expertise on attracting and retaining talent, different generations working together, and the importance of evolving to stay relevant.
Top-line Growth: Addition by Subtraction
January 24, 2023 15:00 - 29 minutes - 20.1 MBCarrie Steffen, Co-Founder and President at The Whetstone Group, joins the podcast to talk about how consulting firms can drive top-line growth through the implementation of advisory services. Listen in as she explains the importance of addition by subtraction, why less is more, and how you can zero in on the value of advisory services.
2023 Accounting and Finance Hype Cycle
January 10, 2023 12:00 - 22 minutes - 15.2 MBKacee Johnson, VP of Strategy and Innovation at CPA.com, an AICPA Company, joins the show to walk us through the 2023 Accounting and Finance Hype Cycle. Learn about the methodology, why certain trends move forward vs. back, and more.
Top 10 Insights from Season 2
November 29, 2022 17:00 - 20 minutes - 14 MBA quick flyover of some of the top insights from season 2 of AccounTrends. If you enjoyed this season, please leave us a review on Apple Podcasts or Spotify! 0:48 - 1:53 - Dominique Molina on creating real value by creating things that our clients want 1:54 - 3:45 - Jim Buffington on focusing on tax planning and preparation with advisory services over compliance services 3:46 - 5:53 - Heather Satterley on enhancing your firm with the help of technology 5:54 - 8:34 - Kristen Kea...
Let's Talk About Risk Advisory
November 15, 2022 16:00 - 29 minutes - 20.2 MBJoin Jin Chang, CEO and Co-Founder of Fieldguide, to hear about the importance of risk advisory services and how they're a big part of the future of audit and advisory. Learn about the inception of Fieldguide and how the platform helps firms grow faster and become more profitable through automation.
Experience Our Profession Through Fresh Eyes
November 01, 2022 16:00 - 28 minutes - 19.6 MBThis week join Shelly Weir, President & CEO at Florida Institute of CPAs, as she talks about her fresh eyes on the profession and the role state societies play in it. She also talks trending topics in the industry and how firms need to think about attracting new talent.
Creating a Purposeful Strategy for Building a Niche Firm
October 18, 2022 19:00 - 27 minutes - 18.9 MBDefining a niche is a complex strategy for firms everywhere. On this episode, Jason Blumer, CPA and CEO of Thriveal CPA Network and Blumer CPAs, walks us through how firms should find and define their niche, when is the right time to do so, and the complexities of building a niche firm overall.
What You Need to Know About Advising Clients on Crypto
October 04, 2022 10:00 - 23 minutes - 15.8 MBSonia Dumas, CEO of Curio Haus and Web3 Educator, specializes on educating tax professionals on cryptocurrency. Hear her expert advice for tax professionals on what questions they need to ask, tools they need to utilize, and how to advise their clients on everything revolving around cryptocurrency. Check out Intuit Accountants Cryptocurrency Tax Guide whitepaper for more helpful information about this topic.
What Tax Pros Need to Know About Advising Clients on Crypto
October 04, 2022 10:00 - 22 minutes - 15.8 MBSonia Dumas, CEO of Curio Haus and Web3 Educator, specializes on educating tax professionals on cryptocurrency. Hear her expert advice for tax professionals on what questions they need to ask, tools they need to utilize, and how to advise their clients on everything revolving around cryptocurrency.
What Fellow Accounting Podcasters Have Learned
September 20, 2022 18:00 - 33 minutes - 22.9 MBBlake Oliver and David Leary, co-hosts of the Cloud Accounting Podcast, join us to talk about trends in the industry, what they've learned from their journey in podcasting, and where they see firms heading in the future.
Finding Your Strength To Grow As A Leader
September 06, 2022 15:00 - 30 minutes - 20.9 MBFounder of Caldwell Consulting & Training, Carla Caldwell, joins us to discuss growing as a leader. Hear advice on finding the right community, the importance of mentors, and why you need to lean into your strengths to grow as a leader.
Creating a Tax Roadmap for Your Clients
August 23, 2022 17:00 - 26 minutes - 18.1 MBKristen Keats, CPA and owner of Sherwood Tax & Accounting, joins the podcast to talk about how to create tax roadmaps for clients. Listen as she explains the shift away from compliance services, and digs into creating monthly goals to help clients prepare for their future.
Enhance Your Firm with the Help of Technology
August 09, 2022 10:00 - 33 minutes - 23.1 MBHeather Satterley, CPA, CIO of GrowthLab FaaS, and 'Appy Hour Webinar co-host, joins us today to educate listeners on the power of technology. Hear her expert advise on when to utilize technology in the industry to help automate compliance work, the biggest pain points technology can solve, and more on today's episode.
Thinking About Offering Tax Advisory Services?
July 26, 2022 10:00 - 27 minutes - 18.6 MBJim Buffington, CPA and Advisory Services Leader at Intuit, dives deep into why offering tax advisory services is a key benefit to your clients and can be transformative for your business. Jim shares examples and best practices from firms that are already seeing the fruit of adding advisory services to their list of offerings.
How to Overcome Client Hesitation When It Comes to Advisory Services
July 12, 2022 10:00 - 33 minutes - 22.9 MBDominique Molina, CPA, co-founder and President of the American Institute of Certified Tax Coaches joins us to discuss the importance of clearly educating clients on the benefits of advisory services. Hear her advice on how to present advisory services in a positive light, how to articulate its value, how to answer difficult questions from clients, and more.
Top 10 Insights from Season 1
June 14, 2022 19:00 - 26 minutes - 18.2 MBA look back at some of the top insights from season 1 of AccounTrends. If you enjoyed this season, please leave us a review on Apple Podcasts or Spotify! 1:05 - Allan Koltin on the war on talent and raiding 3:53 - Darren Root on working through staffing challenges during the great resignation 5:16 - Angie Grissom on 3 fundamentals for reducing burnout and lack of engagement 7:49 - Ron Baker on how hourly billing can make it difficult to move into advisory 9:26 - Jody Grunden on...
Pt. 2 Barriers to Advisory: Why Most Tax Preparers Don't Embrace the Opportunity
May 31, 2022 15:00 - 20 minutes - 14 MBPart 2 of our discussion with Joe Woodard, Founder and CEO of Woodard. Join us as Joe continues to unpack the barriers to tax advisory and the psychology behind why some professionals are hesitant to get started.
Pt. 1 Barriers to Advisory: Why Most Tax Preparers Don't Embrace the Opportunity
May 17, 2022 15:00 - 28 minutes - 19.7 MBDon't miss this two-part discussion with Joe Woodard, "Barriers to Advisory: Why Most Tax Preparers Don't Embrace the Opportunity", and hear him unpack the common barriers to breaking into tax advisory. Success and learning are on the other side of the fear of failure. Tune in as Joe walks us through some key concepts for growing your business to include tax advisory.
Barriers to Advisory: Why Most Tax Preparers Don't Embrace the Opportunity Pt. 1
May 17, 2022 15:00 - 28 minutes - 19.7 MBDon't miss this two-part discussion with Joe Woodard, "Barriers to Advisory: Why Most Tax Preparers Don't Embrace the Opportunity", and hear him unpack the common barriers to breaking into tax advisory. Success and learning are on the other side of the fear of failure. Tune in as Joe walks us through some key concepts for growing your business to include tax advisory.
The Magic of Specialty Tax Advisory
May 03, 2022 13:00 - 23 minutes - 16.5 MBIn this episode, Randy Crabtree, Co-Founder and Partner at Tri-Merit, shares from the wealth of knowledge he's gained while running a successful specialty tax consulting firm and teaming up with tax preparers to help them bring more value to their clients.
What is Tax Advisory and Why Should I Care?
April 19, 2022 14:00 - 22 minutes - 15.5 MBIt's hard for your clients to see the value in all the advice you provide and be willing to pay for it if you've been giving it away for free. Join us as Nadia Rodriguez, CPA and Tax Analyst at Intuit, shares her thoughts about what tax advisory really is and how you can take steps towards it by being proactive with your clients, clearly communicating the value your services create, and transitioning your pricing model.
Tax Benefits of Having Kids
April 05, 2022 10:00 - 21 minutes - 14.8 MBMike D'Avolio, CPA, JD, and Intuit employee, shares tax strategies for families with children and covers tax benefits for education, hiring your child to work in the family business, the kiddie tax, and more.
4 Tax Strategies to Implement Now
March 22, 2022 07:00 - 24 minutes - 16.5 MBJoin Robin Gervais, EA and Manager at Intuit, as she discusses her passion around taxes, shares the latest in tax trends to incorporate into your business today, and discusses how she got started as an EA growing her practice to over 100 clients through year-round advisory. Robin covers creative techniques, strategies, and tangible steps you can share with your clients to grow their retirement nest egg, plan for the future, and lower their current tax bracket.
Why Streamlining Tax Prep is the Best Path to Client Focus
March 08, 2022 18:00 - 26 minutes - 18.2 MBNayo Carter-Gray, EA and QuickBooks Online Advanced Certified Pro-Advisor, joins us today to talk about the power and benefits of workflow automation. With a little planning before client engagement begins, hours can be saved in the long run. You won't want to miss hearing Nayo's tips and tricks!
You Are More Valuable Than You Realize
February 22, 2022 09:00 - 29 minutes - 20 MBMark Wickersham, sought after profit improvement expert, value pricing expert, professional speaker and author, joins us as we answer burning questions about value pricing and how to avoid common pitfalls. You don't want to miss this one!
Cryptocurrency vs Blockchain: What Are They, IRS Forms & How to File
February 08, 2022 06:00 - 21 minutes - 14.8 MBSean Stein Smith, PhD, joins us to address the most commonly asked questions on cryptocurrency, its impact on the accounting profession, and why he predicts that of the 10,000+ coins circulating today, 1,000 will rise to the top. Get your notebook ready, Dr. Sean Stein Smith is about to decode the crypto world.
How to Build a Multimillion-dollar Firm
January 25, 2022 13:00 - 34 minutes - 23.5 MBJody Grunden, co-founder & CEO at Summit CPA Group, joins us to explain how he's built a successful multimillion-dollar accounting firm through a subscription-based pricing model, and enjoys a 94% retention rate. Learn his tips and see how you can apply them in your firm.
Value Pricing 2.0: Going From Transactional to Relational
January 11, 2022 06:00 - 33 minutes - 23.1 MBRon Baker, founder of VeraSage Institute, best selling author, and radio talk show host on the VoiceAmerica.com show - The Soul of Enterprise: Business in the Knowledge Economy, also known as the "Godfather of value pricing", joins us to share his views on the subscription model in the accounting industry, how firms should quantify success, and why timesheets should be a thing of the past. With over 27 years of study in this area, Ron brings a distinct perspective on the changes co...
Hybrid Working Should be the Forever Normal: Tips for Building Relationships
December 22, 2021 05:00 - 25 minutes - 17.7 MBAngie Grissom, Owner and Chief Relationship Officer at the Rainmaker Companies, breaks down why the hybrid work model is here to stay. After months of observation and study, Angie walks us through examples of how, with time and the proper technology, hybrid working benefits the team, builds relationships, offers safety, and promotes engagement. You won't want to miss the tips Angie shares to get you and your team on the road to successful remote work.
The Secret to Surviving the "Great Resignation"
December 07, 2021 16:00 - 24 minutes - 16.6 MBTechnology has infiltrated every industry and accounting is no exception to this trend. The pandemic ushered in this advancement faster than we’ve witnessed in years past. With remote work taking hold and people leaving their current jobs to explore other opportunities, firms are finding it harder than ever to staff up. Automation is the technology solution firms are gravitating toward. Join Darren Root, CEO of Rootworks as he talks with hosts Jasen Stine and David Bergstein about h...
Future & Direction for the Industry: The Future is Here
November 16, 2021 06:00 - 23 minutes - 16.5 MBAllan Koltin CPA, CGMA and CEO of Koltin Consulting Group, Inc joins us to share his thoughts around key trends currently at play in the profession at large. In this episode we will discuss: "The war on talent", succession planning, M&A, outside ownership and capital, transformation to advisory, and outsourced services. We also tackle what the top performing firms are doing to be successful.
Introducing AccounTrends: The Top Accounting Trends You Need to Know Now
November 02, 2021 03:00 - 18 minutes - 13 MBMeet the hosts of AccounTrends, get an overview of the show, and hear about some of the trends that will be covered as well as the experts who will come on the show to discuss them.
Future & Direction for the Industry - The Future is Here
October 05, 2021 05:00 - 23 minutes - 16.5 MBAllan Koltin CPA, CGMA and CEO of Koltin Consulting Group, Inc joins us to share his thoughts around key trends currently at play in the profession at large. In this episode we will discuss: "The war on talent", succession planning, M&A, outside ownership and capital, transformation to advisory, and outsourced services. We also tackle what the top performing firms are doing to be successful.