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Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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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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Accountant's Flight Plan

Brannon Poe; Poe Group Advisors

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Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are ...
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The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You’l ...
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We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don’t forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
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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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Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He’s also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuabl ...
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What if you could hang out with successful small and solo law firm attorneys, ask them about their successes and failures, their business strategies and mindset habits; then take an insight or two to guide your own growth in your practice? That’s what we do each week on Great Practice. Great Life. Hosted by Steve Riley –– former trial attorney and lawyer coach for more than 20 years –– every episode is an in-depth look at how to work less while maintaining high client service standards, redu ...
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Waste to Wealth

Michael McCall

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Welcome to Waste to Wealth, the go-to podcast for waste haulers ready to turn their hard work into a profitable, scalable, and financially independent business. This show tackles the real-world challenges haulers face daily, hosted by Michael McCall—former dumpster rental company owner and founder of Buffalo, an accounting firm serving the waste industry. From cash flow struggles and underpricing jobs to scaling fleets and landing high-paying clients, Michael brings you battle-tested strateg ...
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This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients. On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap. This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkee ...
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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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On Top of PR with Jason Mudd

Jason Mudd, Axia Public Relations

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On Top of PR is a podcast dedicated to helping corporate communications leaders leverage the power of PR to build a strong brand and great reputation. Each episode features guests to discuss PR and marketing topics, tips, and trends. We want to help every active and aspiring communication professional stay on top of PR. It is one of the top 5% most popular podcast shows globally, according to Listen Notes' Listen Score, and among the top 100 marketing podcasts in the world on Apple Podcasts. ...
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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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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 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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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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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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Entity planning is a powerful yet often overlooked revenue opportunity for accounting professionals. In this episode, Michelle Weinstein welcomes Paul Hamann, an expert in reasonable compensation and the founder of RCReports, to discuss how firm owners can stop leaving money on the table. Paul shares valuable insights on why many accountants provid…
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In this episode of the Growing Your Firm podcast, David Cristello welcomes Dawn Goldberg, a seasoned CPA and a Certified Professional Coach. Dawn shares her incredible story of maintaining her productivity even after a stage four cancer diagnosis forced her to undergo six months of chemotherapy. To accomplish this, Dawn maintained some key practice…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/479 Is it really possible to build a thriving law firm without sacrificing your family—and your sanity? Join host Moshe Amsel and guest Valerie Fenchel, founder and CEO of Essential Family Law, as they dive into Valerie’s journey of scaling a multimillion-dollar law firm while r…
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On this episode Joe speaks with Dan Hood, editor-in-chief of Accounting Today, about the latest trends from Accounting Today's research on the Top 100 firms, the explosive growth of Client Accounting Services (CAS), and how firms are adapting to staffing shortages and technological innovation. They dive into why CAS is the future growth engine for …
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Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to th…
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In this episode of the Financial Planner Life podcast, host Sam Oakes sits down with Jay Dhaliwal, Chartered Financial Planner at Chase de Vere, to talk about her inspiring career journey. Jay shares how facing rejection twice for financial planner roles early in her career didn’t stop her - it fueled her. Already working as a paraplanner, she used…
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In episode 3 of Waste To Wealth, Michael McCall addresses the common misconceptions about entrepreneurship, particularly the myth that owning a business equates to freedom and leisure. Tune in to learn about the challenges and misconceptions of entrepreneurship that every small business owner faces. TIMESTAMPS [00:02:07] Business ownership vs. free…
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The Evolution of an Industry in Real Time In this episode of the Accountant’s Flight Plan Podcast, Brannon Poe is joined by Dan Hood, Editor-in-Chief at Accounting Today, to explore the shifting tides of the accounting industry. From his start as a receptionist to laying out physical newspapers and magazines to leading one of the profession's most …
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Send us a text In this episode, Bill Zimmerman joins host Jason Mudd to discuss how the creator economy is transforming public relations and marketing strategy. Tune in to learn more! Our Guest: Our episode guest is Bill Zimmerman, a professor in the College of Communications at Penn State University. With a background in journalism and public rela…
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In this episode of Great Practice, Great Life®, we flip the script and put thought leader Steve Riley in the guest seat to answer a powerful question: What does it really take to start or grow a law practice in 2025 while staying true to your vision, your values, and your well-being? Guest host Glenn Gutek and Steve explore the dynamic and ever-evo…
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Systematize your firm with this video https://www.youtube.com/watch?v=T8rQzr3ogkM Check out this app database https://www.jasononfirms.com/apps ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamU…
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✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason ClientHub https://www.clienthub.app/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats 🗣️…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/478 Are you spending thousands on marketing but still unsure what’s actually working for your law firm? Join Moshe Amsel and data expert Joshua Lauer, founder of Lauer Creations, as they dive into the world of marketing analytics for law firms. Joshua shares practical insights o…
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On this episode Joe and Heather talk about their recent experience taking a business leadership course on artificial intelligence at Brown University, where they explored the different types of AI—narrow, agentic, and general—and how each impacts the future of accounting. They emphasize that AI is no longer optional for firms; it’s a competitive ne…
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Content Snare https://contentsnare.com/ ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason ClientHub https://www.clienthub.app/ 🗣️ Continue the discussion on social!…
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Referral-based marketing for law firms is the key to long-term growth, client trust, and sustainable success In this episode of Great Practice, Great Life, Steve Riley is joined by Craig Goldenfarb, CEO and founder of GOLDLAW, a South Florida-based personal injury law firm, to break down the proven strategies behind referral-based marketing for law…
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✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason ClientHub https://www.clienthub.app/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats 🗣️…
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How a Former Recruiter Built a £266M Financial Planning Business - Vikash’s Journey from BD to Chartered Adviser In this episode of the Financial Planner Life podcast, Sam Oakes is joined by Chartered Financial Planner Vikash, who shares how he made the bold move from a successful recruitment career into the world of financial advice. Vikash’s stor…
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Swipe the graphic here https://drive.google.com/file/d/10LdEklunPepu9wemFc0OA3Xt_7FTQ51V/view?usp=drive_link And join the email list to get my tool recs for each category jasononline.link/kQ7 ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private commun…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/477 Do you know how to effectively scale your law firm? Join Moshe Amsel as he breaks down the concept of scaling a law firm in episode #477 of the Profit with Law Podcast. Moshe discusses the importance of increasing your firm's capacity by adding the right "inventory" - from h…
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In this episode of the Growing Your Firm Podcast, host Dave Cristello welcomes Dominic Piscopo, the founder of Big 4 Transparency. An expert in salary benchmarking within the accounting industry, Dominic shares insights into compensation strategies, year-over-year changes, and the impact of private equity (PE) on salaries. The conversation highligh…
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On this episode Joe Woodard speaks with Deb Defer, Director of CAS Consulting at Woodard, about how firms can turn client onboarding from a loss leader into a profitable, strategic phase of their CAS engagements. They explore pricing structures like evergreen retainers, volume-discounted cleanups, and onboarding fees to ensure firms aren’t losing m…
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✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason ClientHub https://www.clienthub.app/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats 🗣️…
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CFO advisory services are the key to building a firm that not only generates higher revenue but also sets you up for a profitable exit. In this episode, Michelle Weinstein sits down with former accountant-turned-entrepreneur Adam Lean, the co-founder of The CFO Project, who has helped countless firm owners shift from compliance work to high-value a…
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Share some details about your firm with me here and I may roast your firm next! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http:…
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On this episode of The CFO Project Podcast, Adam Lean and Jeff Prager dive into the key differences between launching a CFO advisory firm and starting a traditional accounting or bookkeeping business. While many professionals default to offering tax or bookkeeping services, they often overlook the more scalable and fulfilling opportunity of CFO adv…
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Send us a text In this solocast episode, On Top of PR host Jason Mudd discusses what every company must know about media relations before hiring a public relations firm. Tune in to learn more! Five things you’ll learn from this episode: 1. Media relations is just one part of strategic public relations 2. What makes a story newsworthy 3. What journa…
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Discover how creating your own personal board of advisors can help you make better decisions and grow your practice with confidence. On this episode of Great Practice, Great Life, Steve Riley shares a transformative approach that reshaped both his career and mindset: The Growth Council Strategy. Early in his career, Steve realized that not everyone…
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Check out Zapier https://zapier.com/ ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Client Hub https://www.clienthub.app/…
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Providing Salary Transparency to Practitioners In this episode of the Accountant’s Flight Plan Podcast, Dominic Piscopo shares with Brannon about his startup–Big4Transparency. This service provides accounting firms with data around salary compensation, breaking up the data by sector, geography, and position seniority. It is easy to use and accessib…
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This week on the Financial Planner Life podcast, I sat down with Samantha Russell, one of the most respected voices in financial adviser marketing in the US. She shared insight after insight. Here’s one that really stuck with me: “Even if someone is referred to you, they’re still going to Google you. What they find next decides whether they pick up…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/476 If you think that your firm isn’t susceptible to a cyber attack, your whole practice is at risk. Veeam blog columnist Cole Hanks writes that “up to 60% of small businesses fail after a successful cyberattack.” Many firm owners think their practice is too small to be of any i…
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On this episode, Heather Satterley chats with Dave Olsen and Shane Rowley from Nimbl about a big question many accounting pros wrestle with: Should you keep your firm small and flexible or scale it up? Dave shares his personal journey of growing Nimbl from a solo practice into a thriving business with over 100 team members, while Shane talks openly…
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Find Nicolas on LinkedIn here https://www.linkedin.com/in/bouchernicolas/ And check out his community AI Finance Club https://ai-finance.club/ ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors Cloud …
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In this first episode of Waste To Wealth, Michael McCall, the Owner and CPA at Buffalo Finances, shares his journey in the waste industry, from starting his own dumpster rental business to selling it and now giving back to the community. He discusses the importance of connecting with fellow waste haulers, sharing stories, and learning from each oth…
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In episode 2 of Waste To Wealth, Michael McCall discusses three simple strategies designed to increase cash flow without the need for longer working hours. Tune in to discover how to build a well-structured business that works for you and allows you to fulfill your dreams. TIMESTAMPS [00:02:24] Business ownership vs. personal freedom. [00:03:49] Pr…
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Find Nicolas on LinkedIn here https://www.linkedin.com/in/bouchernicolas/ And check out his community AI Finance Club https://ai-finance.club/ ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors Cloud …
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On this episode of Great Practice, Great Life, Steve sits down with Chris Barron, the inspiring lead singer of the Spin Doctors, for a deep dive into his incredible journey—one marked by relentless resilience, reinvention, and raw determination. Chris shares his story of overcoming a tough childhood, dyslexia, vocal paralysis, and the heartbreaking…
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✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats MakersHub https://makershub.ai/ TeamUp http://hireteamup.com/jason 🗣️ Cont…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/475 Are you ready to unlock $1.5 million for your law firm this year? Join Moshe Amsel, host of the Profit With Law Podcast, as he shares how any law firm owner can quickly scale their business to achieve significant revenue growth. Moshe discusses leveraging team assembly, stra…
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In this episode of the Growing Your Firm podcast, host David Cristello welcomes Todd Steinberg, founder and managing partner of Thrive Financial Group. David and Todd dive into the evolving landscape of accounting firm mergers and acquisitions (M&A), particularly the increasing role of private equity (PE) firms as buyers. They discuss key acquisiti…
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Grab the other talks from this conference free, here https://www.aider.ai/best-practices/the-best-of-ai-in-accounting-summit-2025-webinar?hss_channel=lcp-13706757 ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Tod…
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On this episode, Heather speaks with Todd Robinson, Director of Practice Engagement at Woodard, about the evolution of the accounting industry over the past two decades, from the early days of QuickBooks Online to today's AI-driven landscape. They explore the rise of Client Advisory Services (CAS), the growing interest of private equity in accounti…
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While college savings accounts like 529s provide some nice tax benefits, there are strings attached (including the dreaded 10% penalty for non-education related withdrawals). In this episode of Grow Money Business we dive into how much parents should really be saving for their kids’ college education amid a changing landscape for education and stud…
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