Top 10 Insights from Season 2

AccounTrends: The tax and accounting thought leadership podcast

English - November 29, 2022 17:00 - 20 minutes - 14 MB - ★★★★★ - 6 ratings
Technology Business accounting tax preparation tax planning bookkeeping tax advisory advisory services accounting trends cloud accounting accounting technology cryptocurrency Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Let's Talk About Risk Advisory

Next Episode: 2023 Accounting and Finance Hype Cycle

A 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 Keats on creating a tax roadmap for your clients and accurate pricing

8:35 - 9:34 - Carla Caldwell on bring her perspective that is beneficial to different firms

9:35 - 12:08 - Blake Oliver & David Leary on accounting and tax licensing and the evolution of accounting

12:09 - 13:24 - Sonia Dumas on what you need to know about advising clients on crypto

13:25 - 15:33 - Jason Blumer on creating a purposeful strategy for building a niche firm

15:34 - 18:30 - Shelly Weir on state associations and the roles they play in the state and public sector

18:31 - 19:34 - Jin Chang on the wave of cybersecurity privacy, risk needs