Latest Tax advisory Podcast Episodes
Farewell and Thank You: A Celebration of Learning and Connectivity
AccounTrends: The tax and accounting thought leadership podcast - October 30, 2023 18:00 - 35 minutes ★★★★★ - 6 ratingsJoin 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 ...
Building Capacity in Accounting Firms
AccounTrends: The tax and accounting thought leadership podcast - October 04, 2023 09:00 - 44 minutes ★★★★★ - 6 ratingsEver 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'...
Unlocking the Secrets of Impactful Advisory Services
AccounTrends: The tax and accounting thought leadership podcast - September 12, 2023 16:00 - 48 minutes ★★★★★ - 6 ratingsWhat 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 advisor...
A Dynamic Shift in the Landscape of the Accounting Industry
AccounTrends: The tax and accounting thought leadership podcast - August 29, 2023 09:00 - 53 minutes ★★★★★ - 6 ratingsJoin 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 med...
Tax Advisory in Action
AccounTrends: The tax and accounting thought leadership podcast - August 15, 2023 09:00 - 46 minutes ★★★★★ - 6 ratingsH. 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
AccounTrends: The tax and accounting thought leadership podcast - August 01, 2023 11:00 - 42 minutes ★★★★★ - 6 ratingsIn 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 se...
How to Get Clients on Board with Advisory Services
AccounTrends: The tax and accounting thought leadership podcast - July 18, 2023 10:00 - 42 minutes ★★★★★ - 6 ratingsHow 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 indust...
From Tax Advisor to Business Growth Partner
AccounTrends: The tax and accounting thought leadership podcast - July 04, 2023 10:00 - 47 minutes ★★★★★ - 6 ratingsUncover 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 chaine...
Tackling Tax Technology and Talent
AccounTrends: The tax and accounting thought leadership podcast - June 21, 2023 09:00 - 34 minutes ★★★★★ - 6 ratingsJoin 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 acc...
Tech Tune Up
AccounTrends: The tax and accounting thought leadership podcast - June 06, 2023 21:00 - 23 minutes ★★★★★ - 6 ratingsRoman 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 wh...
Preventing Bad Actors on Your Network
AccounTrends: The tax and accounting thought leadership podcast - May 23, 2023 10:00 - 27 minutes ★★★★★ - 6 ratingsRoman 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 h...
Tax Season is Over, Time to Pivot to Advisory Services
AccounTrends: The tax and accounting thought leadership podcast - May 09, 2023 09:00 - 43 minutes ★★★★★ - 6 ratingsDawn 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
AccounTrends: The tax and accounting thought leadership podcast - April 25, 2023 17:00 - 28 minutes ★★★★★ - 6 ratingsGale 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...
Growth Strategies for High Performing Firms
AccounTrends: The tax and accounting thought leadership podcast - March 28, 2023 10:00 - 30 minutes ★★★★★ - 6 ratingsDaniel 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 perfor...
Pt. 2 Technology, Trends, and Tools to Utilize
AccounTrends: The tax and accounting thought leadership podcast - March 14, 2023 09:00 - 30 minutes ★★★★★ - 6 ratingsBoris 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 softw...
Technology, Trends, and Tools to Utilize
AccounTrends: The tax and accounting thought leadership podcast - February 28, 2023 10:00 - 27 minutes ★★★★★ - 6 ratingsBoris 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 s...
Pt. 1 Technology, Trends, and Tools to Utilize
AccounTrends: The tax and accounting thought leadership podcast - February 28, 2023 10:00 - 27 minutes ★★★★★ - 6 ratingsBoris 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 creat...
The Evolution of Hiring Next Generation Talent
AccounTrends: The tax and accounting thought leadership podcast - February 14, 2023 10:00 - 26 minutes ★★★★★ - 6 ratingsSharrin 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
AccounTrends: The tax and accounting thought leadership podcast - January 24, 2023 15:00 - 29 minutes ★★★★★ - 6 ratingsCarrie 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...
2023 Accounting and Finance Hype Cycle
AccounTrends: The tax and accounting thought leadership podcast - January 10, 2023 12:00 - 22 minutes ★★★★★ - 6 ratingsKacee 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
AccounTrends: The tax and accounting thought leadership podcast - November 29, 2022 17:00 - 20 minutes ★★★★★ - 6 ratingsA 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...
Let's Talk About Risk Advisory
AccounTrends: The tax and accounting thought leadership podcast - November 15, 2022 16:00 - 29 minutes ★★★★★ - 6 ratingsJoin 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 throug...
Experience Our Profession Through Fresh Eyes
AccounTrends: The tax and accounting thought leadership podcast - November 01, 2022 16:00 - 28 minutes ★★★★★ - 6 ratingsThis 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
AccounTrends: The tax and accounting thought leadership podcast - October 18, 2022 19:00 - 27 minutes ★★★★★ - 6 ratingsDefining 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 ...
What You Need to Know About Advising Clients on Crypto
AccounTrends: The tax and accounting thought leadership podcast - October 04, 2022 10:00 - 23 minutes ★★★★★ - 6 ratingsSonia 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 cry...
What Tax Pros Need to Know About Advising Clients on Crypto
AccounTrends: The tax and accounting thought leadership podcast - October 04, 2022 10:00 - 22 minutes ★★★★★ - 6 ratingsSonia 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 cryptocurren...
What Fellow Accounting Podcasters Have Learned
AccounTrends: The tax and accounting thought leadership podcast - September 20, 2022 18:00 - 33 minutes ★★★★★ - 6 ratingsBlake 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
AccounTrends: The tax and accounting thought leadership podcast - September 06, 2022 15:00 - 30 minutes ★★★★★ - 6 ratingsFounder 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
AccounTrends: The tax and accounting thought leadership podcast - August 23, 2022 17:00 - 26 minutes ★★★★★ - 6 ratingsKristen 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
AccounTrends: The tax and accounting thought leadership podcast - August 09, 2022 10:00 - 33 minutes ★★★★★ - 6 ratingsHeather 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 so...
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