This podcast is for you if you are managing day to day client relationships in a creative agency. The aim of the podcast is to share insights and tips to help you add more value to the client's business, strengthen your relationships with your clients, develop your skills in account management and grow your agency's business.
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Account Management Podcasts
The KAM Club Podcast is real talk for real key account managers. Cut through the BS to grow client revenue, reduce churn and build your career. Warwick Brown delivers 25 years of hard-won key account management wisdom in 15-minute episodes tackling real challenges - difficult clients, internal politics, revenue pressure. No fluff, just practical strategies you can use immediately. 📧 Sign up to the free Account-Minded newsletter: https://accountminded.me 💬 Get in touch: [email protected] 🎧 ...
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Account Management Secrets is the podcast designed specifically for the unsung heroes of the business world—Account Managers. Every week, we share insights, strategies, and tools that will help you excel in your role and drive success within your organization. As someone responsible for over 70% of your company’s revenue, the stakes are high, but the resources and training available to you are often limited. This podcast is here to change that. Hosted by Alex Raymond, a leader in the field w ...
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Accounting Today's editors talk with thought leaders and changemakers from across the public accounting profession.
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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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IMA® (Institute of Management Accountants) brings you the latest perspectives and learnings on all things affecting the accounting and finance world, as told by the experts working in the field and the thought leaders shaping the profession. Listen in to gain valuable insight and be included in the future of accounting and finance!
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KAM talks about strengthening relationships with your client with a focus on 4 C model
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What does "business development" mean anyways? On Breaking BizDev, John Tyreman and Mark Wainwright break down, beat up, and redefine that nebulous term 'business development' for the modern professional services firm. Subscribe to this podcast to get sales and marketing advice that you can actually put into practice right away. Whether you're an expert doer-seller, firm owner, or a dedicated sales/marketing pro, each episode will help you understand your buyers and win new business. Subscri ...
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Hear from the winners of the Karbon Excellence Awards as they unpack their accounting firms' playbooks for innovation, culture, tech, and sustainability. New episodes released weekly.
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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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The Better Leadership Team Show helps growth-minded, mid-market CEO's to grow their business without losing their minds. It’s hosted by Leadership Team Coach, Mike Goldman. If you find yourself overwhelmed by all of the obstacles in the way to building a great business, this show will help you improve top and bottom-line growth, fulfillment and the value your company adds to the world. If you want to save years of frustration, time and dollars trying to figure it out on your own, check out t ...
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ClearBridge Investments is a global investment manager specializing in growth and value equities and listed infrastructure with $176.6 billion in AUM as of December 31, 2023.
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Morning coffee is one of the joys of life. When you add the Leadership Library to your morning coffee, you add an educational and entertaining dose of leadership vitamins to your day! Our Podcast will focus on Leadership and Legacy as we create AHA moments from my book, Tighten The Lug Nuts and my over 40 years of Boots on the ground Leadership experience. Great leaders challenge their people NOT TO STOP AT THE FIRST RIGHT ANSWER. Tighten The Lug Nuts and these visits to the leadership libra ...
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We create systems of accountability to turn generational challenges into leadership wins.
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As a business owner, you might be craving to know which accounting software is manage our business properly. You can choose any of one Sage Accounting or QuickBooks accounting software for your business.
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🚀 Welcome to The CFO Edge, the podcast for founders and business owners who want to master their finances and scale with confidence! Hosted by Carol Baghdadi, a seasoned CPA and fractional CFO, we break down complex financial concepts into actionable strategies you can use right away. Learn how to optimize cash flow, raise capital, and make smarter financial decisions, without the overwhelm. 🎧 Subscribe now to gain the financial clarity you need to grow and sustain a thriving business. Let’s ...
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Business success is dependent on a solid financial foundation & success looks different to everyone & there is a lack of equity of access to resources and information for small business owners and independent contractors & there is a societal narrative making us believe “balance” is our ultimate goal & … There are so many “&”s that impact being your own boss. Let’s have some frank discussions on the basics of business with a holistic focus on everything that helps business owners define and ...
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I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
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The With Interest podcast brings you unrivalled commentary and thought leadership for businesses, accounting and finance professionals. Each week, we share expert industry opinions, insights and resources across accounting, public practice, taxation, auditing, finance, strategy, leadership, economic and business-related issues. Subscribe today to stay up-to-date with the latest episodes. With Interest is presented by CPA Australia, one of the world's largest accounting bodies, with core serv ...
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Leadership Kung Fu was created with agile leaders like yourself in mind as a platform to share our best business development practices, self improvement tips, and share in our knowledge of what it means to be a high performing leader. We invite you to listen in as we chat with guests and provide our insight on various industry related topics as two seasoned executive coaches.
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The Associated – The go-to podcast for apartment associations! The world of apartment associations is changing—fast. What used to work is starting to crumble, and we’re here to talk about it. Welcome to The Associated, where we take you behind the scenes of association management, legal updates, public policy, event planning, and all things multifamily. Join your hosts, Bryan Holladay and Todd Whitlow, two industry pros with boots-on-the-ground experience at the local, state, and national le ...
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I’m Anne Bachrach and for over 27 years I’ve been best known as The Accountability Coach™. Some even have called me The Accountability Pit-Bull™. Did you know that the #1 reason people don’t get what they want is lack of accountability? If you want to make more money, work less, and enjoy even better work life balance, The Accountability Minute is perfect for you. Are you sick and tired of your business just making you sick and tired? You know the drill. You invest a lot of time in building ...
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The Shift is a regular podcast series produced by DemandFarm that brings strategic sales and account management leaders from global companies, as guests, to share their stories & experiences about the transition to digital Key Account Management. Increasingly, as customers prefer their B2B Sales interactions to remain virtual, Key Account Management has also shifted towards a virtual direction where technology comes to the forefront as a key differentiator and enabler. Account Managers and S ...
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Natasha Westover & Andrew Kirby share valuable finance career and leadership advice.
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The Nonprofit Show is the nation’s daily broadcast for the business side of nonprofits — bringing you practical insights, expert interviews, and real-world strategies to help your organization run smarter, lead stronger, and fund better. Each weekday, our co-hosts and guests break down the most current topics in fundraising, board governance, leadership, staffing, technology, communications, and financial strategy — giving nonprofit professionals the tools they need to build sustainable, hig ...
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On this podcast, you’ll hear from forward-thinking leaders about the Customer Success strategies that matter most. Welcome to the no-fluff podcast for Customer Success. Powered by the team at TheySaid.
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Bradford Financial Center, a national wealth management company, delivers a financial advisor's simple approach to making small changes that can result in big results for your financial future. From budgeting, tax planning, and saving for retirement to college planning, smarter insurance solutions, and building wealth, the practical advice is easy to apply for investors at any level. All episodes include a "Five in Five" segment where we break down quick-hit financial trends for their listeners.
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Time to get out of your comfort zone and live on purpose!!!
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Unique and bold conversations that no one is willing to have about the real day in the life Sales Engineering experience. This podcast series will expose the untold truths, opportunities, and challenges Sales Engineers experience. We will protect the identities and voices by providing an open and safe place to discuss taboo topics. Topics - Working with Account Executives, Compensation, Splits, Managing Up, and Negotiations should be spicey and exciting.
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A show hosted by me, David Ventura, a specialist in training, educating and consulting on practical strategies for harnessing the power of Key Account Management (KAM) in SME’s today. In a world of diminishing customer loyalty, what can business leaders do to retain their top customers, while still adding value. In this podcast I explore some hands-on tips and tactics you can implement today – to remarkably shift your sales culture in your business. The episodes are designed to challenge you ...
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Welcome to Payroll Profits, the podcast dedicated to helping entrepreneurs transform their payroll service offering. Hosted by Tyler Winn CPA, a seasoned accountant and payroll entrepreneur, this podcast is tailored specifically for accountants who are ready to make payroll a thriving part of their practice. Join Tyler as he delves into actionable strategies, best practices, and expert insights designed to empower entrepreneurs to streamline their payroll offerings and maximize profitability ...
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4
Carbon Accounting and Management Podcast
Chris Barzman: Co-Founder & COO North Star Carbon Management
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Welcome to the Carbon Accounting and Management Podcast presented by North Star Carbon Management. If you're a professional responsible for managing your organization's carbon footprint, this podcast is for you. We bring you expert insights, emerging technologies, and actionable strategies to excel in the complex world of carbon management.
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A pragmatic podcast about leadership, product dev, and tech decisions between two recovering Chief Technology Officers.
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Your Bookkeeping Matters is a no fluff, short and sweet podcast with fortnightly snackable tips about all matters bookkeeping and your business to guide you to do things the right way.
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Everything about WordPress except the Kitchen Sink!
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The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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Welcome to Whitley Penn Talks where we give you valuable insights to help you make confident, informed decisions and move your business forward. At Whitley Penn, we serve as the nation's 34th largest full service public accounting firm, headquartered at the heart of Fort Worth, Texas. In 2019, we started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. Since then, our content has grown and changed, just like us. Now, we aim to give you va ...
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The Audible-Ready Sales Podcast is a weekly show featuring B2B sales leaders and revenue-driving executives, who share their best insights on how a focus on sales effectiveness can help companies increase revenue, improve sales margins and gain market share. It’s presented by Force Management, a leader in building company alignment and equipping sales teams with the ability to execute growth strategies at the point of sale.We’ll cover topics like: Sales Leadership, Sales Transformation, Sale ...
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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
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1
Leadership Unlocked: The Operating System Every Executive Leader Needs to Delegate Effectively & Foster Accountability So You Can Stop Managing Alone and Start Leading a Team Again
Dusty Holcomb, Leadership Systems & Delegation Expert
042
Leadership Unlocked is a leadership podcast about the moments that shape how real leaders grow. Hosted by executive coach & strategist Dusty Holcomb, it features real stories and honest conversations with CEOs, founders, and senior leaders navigating real-world challenges and growth. Each episode delivers real-world leadership insights, stories from leaders in the field, and practical tools for high-performing teams—making it a must-listen for anyone serious about leadership development. Whe ...
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Stephen Old and Frank Contrepois get together to discuss what's new in the world of cloud when it comes to FinOps. There are two monthly episodes, one where we'll discuss the top stories we've found from this month and a second episode where we bring in a friend of the show to talk to us about a topic of their choosing.
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The Business Growth Show with Echelon Financial is your go-to resource for real stories of entrepreneurship, business strategy, and long-term success. Hosted by Chris Wilbratte, a seasoned business advisor and wealth manager at Echelon Financial, this podcast dives deep into the journeys of successful business owners. Each episode explores how entrepreneurs got started, the challenges they faced, and the key strategies that fueled their business growth. Learn from real-world experiences and ...
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Proven Business Success Principles and Systems for Working Less and Making More Money, so you can enjoy having your Ideal Business and Ideal Life. Each episode contains proven and practical ideas you, as an already successful business owner, can immediately apply in all areas of your business and personal life, so you can achieve your goals in the time frame you desire and be on the path to enjoying your ideal business and ideal life. Subscribe to get AMAZING business success content like ho ...
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Everything you wished you learned during your school's Career Day. Hear interviews from people in every line of work, covering how to get there, what the actual work is like, pay, benefits, and both the joys and annoyances that aren't clear until you're working in the field. Reach out at [email protected]
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The Admigos Podcast is a podcast for young professionals in advertising, media, marketing, sales and customer relations who are learning to navigate their careers. The Podcast features conversations that inspire, educate and guide anyone entering the communications industry.
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Leading without the BS: Unfiltered. Unapologetic. Unstoppable Performance.
Wingspan Performance®
013
Welcome to the leadership podcast that cuts the corporate crap and delivers real leadership strategies for entrepreneurs, business leaders who act like one, and high-performers who are f$cking done with mediocrity. If you're ready to get actionable leadership tools that boost team performance, drive growth, and lead with clarity (PLUS confidence!), this podcast is for you (and your team! Pass on the advice!). Hosted by Wingspan Performance® Founder & CEO, Cathy Maday, and VP of Operations an ...
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1
The Leadership Skill Horses Have Mastered That Most Humans Ignore | Amanda Dunklin - E41
1:06:24
1:06:24
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Dusty sits down with Amanda Dunklin—equestrian coach, entrepreneur, and operational strategist—for a conversation that redefines what it means to lead with clarity, empathy, and resilience. After decades spent training horses, coaching competitive riders, building a school from the ground up, and later advising high-growth organizations, Amanda sha…
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The Win-Win-Win: Building Sustainable Partnerships That Serve Business and Community | EP69
36:19
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Account management can drive renewals, reduce risk, and expand real career access when corporate partnerships are treated as long-term commitments rather than short-term transactions. This conversation with Liz Jones of Genesis Works Chicago, reframes account management through a nonprofit lens and shows how the core principles still hold. She expl…
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AI-Enabled Workflows for Enterprise Brands, with Richard Coope
40:11
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Welcome to episode 153. I’m joined by Richard Coope from Brightful, who helps large, complex organisations fix the brand, digital and cultural bottlenecks that block content and slow down campaigns, using AI-enabled workflows and marketing automation. Richard is an accomplished Change Lead with experience in leading global organisational and IT tra…
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555 Using AI To Manage Accounting Firm Communications
39:28
39:28
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🚀 Learn what’s actually working alongside nearly 700 firm owners: https://jasononline.link/C558T 📩 Stay on top of accounting firm tech and AI with my weekly newsletter: https://jasononline.link/N558T 🎥 Check out the FULL replay of the entire WorkflowCon event here! https://hubs.li/Q03VYXqR0 ☎️ Leave me a voicemail at (1)516-980-4968! In this episod…
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Use Time Blocks to Manage Your Schedule and Increase Your Success
10:48
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Do you ever end the day wondering where all your time went? Your to-do list is still overflowing, your calendar is jammed, and yet the results don’t reflect the hours you’ve put in. The truth is that most people don’t have a time problem, they have a focus problem. Time blocking is the simple, powerful habit that flips chaos into clarity. By delibe…
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What to Do Right Now So January Doesn't Destroy You
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Let's be honest. Every December, we tell ourselves the same story: "I'll use the holidays to get ahead, and January will be different." Then January rolls around, and we're exactly where we started, only now with added pressure and regret. Sound familiar? Join us as we break this cycle with a smarter approach that requires just one or two days of f…
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JofA branded podcast: Investment management at the intersection of tax and wealth services
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In this Journal of Accountancy branded podcast episode, Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, talks with Matt Gotlin, Choreo's chief investment officer, on trends in investment management and tips for CPAs to advise clients.
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Happy New Year! Make 2026 Your Best Year Ever!
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“What the New Year brings to you will depend a great deal on what you bring to the New Year.” This is a great quote by Vern McLellan. We all have 365 days in a year. The only difference between the successful people and the mediocre is what we do with each day. We all spend every second of every day doing something. Are those activities moving you …
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If you do not achieve your business plan's goals or exceed its original specifications, these can be indicators to produce an updated plan. You also want to regularly consider where your business is compared to what you designed your business plan to handle. This basically means you need to have key performance indicators that you track every month…
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559 2026 Tech Predictions for BOOKKEEPING Firms
33:52
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🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C566T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A566T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I walk through my 2026 tech predictions for bookkeeping firms and why the ledger is about to change in a big wa…
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Adjust Your Mindset Along with Updating Your Business Plan
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It may seem obvious but updating your mindset is just as important as updating your success game plan. The two go hand in hand, and if you only focus on one, you're going to miss out on growth opportunities for yourself and your business. Even if you are not in the habit of regularly updating your business plan, you need to be thinking about what's…
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Attitude Trumps Techniques: 4 Attitudes That Build Great Teams
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Thanks for listening! Connect with us at mike-goldman.com/blog and on Instagram@mikegoldmancoach and on YouTube @MikegoldmancoachBy Mike Goldman
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Ep. 331: Ting Song - Navigating Burnout: Small Habits and Big Mindset Shifts
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Feeling burned out or just running on empty during this Holiday season? In this episode of Count Me In, host Adam Larson sits down with special guest Ting Song, Executive Director for JPMorgan Chase & Co, to talk all things burnout—what it really is, how to spot it early, and what you can do to take back your energy and well-being. Ting shares her …
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INTHEBLACK: Private credit - Risks and rewards explained
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Private credit is booming. But do investors fully understand the risks? In this episode, learn the mechanics of private credit, its place within the private capital universe and why it's suddenly everywhere - from retail portfolios to billion-dollar super funds. Key takeaways include: Why private credit is not the "bond-like risk" some claim it is …
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Proven Idea #3 for Working Smarter and Not Harder
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Today we are talking about proven idea #3 of the 3 ideas for helping you to work smarter and not harder, which is to Limit Yourself To A Few Top-Tier Tasks Per Day. We’ve all been there – staring down the barrel of a task list that is laughably long. The trick to harnessing a work-smarter attitude is to structure your week such that you are only ta…
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Podcast E618 – Predictions, Wins & Struggles
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This week I Share Predictions, Wins & Struggles [powerpress]By Podcast – Kitchen Sink WordPress
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In this episode, host Molly Beyer talks about a business reflection tool called YearCompass and explores why a reflection strategy is useful for goal-setting and realizing accomplishments. Molly points out that using someone else’s definition of success - a mentor’s, parent’s, or competitor’s - can leave us feeling perpetually behind. Success needs…
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558 2026 Tech Predictions for TAX Accounting Firms
44:58
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🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C565T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A565T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I lay out my 2026 tech predictions for tax firms and what they should actually pay attention to right now. I co…
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Proven Idea #2 for Working Smarter and Not Harder
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Today we are talking about proven idea #2 for helping you to work smarter and not harder, which is to Avoid the Siren Call of Multi-Tasking. While multi-tasking tricks our minds into believing we are getting more things done at one time, we are actually just taking longer to accomplish small tasks, while simultaneously overloading our brains and pr…
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Proven Idea #1 for Working Smarter and Not Harder
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Today we are talking about proven idea #1 for helping you to work smarter and not harder, which is to Delegate all Non-Essential Tasks. This one should be a no-brainer, but time and time again people get stuck in the rut of doing activities that aren’t the best use of their time or their talents. Outsourcing mind-numbing or repetitive tasks can be …
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3 Proven Ideas for Working Smarter and Not Harder
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We are all looking for ways to streamline our efforts at work – after all, who doesn’t want to get more done in less time? The idea of working smarter and not necessarily harder is not a new concept. It is one that the business and self-help industries have spent years tackling through thought leadership and research. Unfortunately, many people fal…
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Happy Holidays! I’d like to take this minute to say how much I truly appreciate you for listening to The Accountability Minute which is your daily shot of inspiration to help you take consistent action toward achieving your goals. I appreciate you sharing my podcast with others you believe would get value from it, and for leaving such great ratings…
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This is a poem by Linda Doucett that I hope you was fun and hope you enjoy. 'Twas the eve before Christmas. I left it too late. The shelves are all bare. Oh, why did I wait? I swore I'd shop early, I clearly remember, And be done with it all By the first of December. But now here I am With picked-over stock. The boxes are crumpled On the Marvel kno…
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This is a poem by Linda Doucett that I hope you enjoy. 'Twas the eve before Christmas. I left it too late. The shelves are all bare. Oh, why did I wait? I swore I'd shop early, I clearly remember, And be done with it all By the first of December. But now here I am With picked-over stock. The boxes are crumpled On the Marvel knockoffs. Sweaters too …
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Why More Success Won’t Fix the Emptiness High Performing Leaders Don’t Talk About | Sean Keller - E40
1:00:49
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Dusty sits down with Sean Keller—a filmmaker-turned-leadership coach who helps high-capacity entrepreneurs realize that their real wilderness isn’t around them, it’s within them. Sean shares his unlikely journey from early creative acclaim and big-name clients to the moment everything collapsed in 2020, forcing him to confront the gap between the s…
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557 2025 BOOKKEEPING Accounting Firm Tech Highlights
42:48
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🚀 Get smarter faster by learning alongside nearly 700 firm owners: https://jasononline.link/C564T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A564T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I revisit our 2025 bookkeeping tech predictions and unpack what actually happened over the past year.…
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I want to take a heartfelt moment to say I appreciate you and your support in listening to The Accountability Coach Podcast, sharing it with others, and leaving such thoughtful reviews for me. It means more to me than words can express. You are the reason I continue to share business success resources and tips, and I’m deeply grateful for you. As w…
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Today we are talking about the 4th Benefit of the 4 benefits of Being Consistent which is to Be Prepared for Any Outcome. Being consistent in your behavior enables you to be prepared for any outcome. Since your attitude is not going to change regardless of whether the plan works out or not, you don’t need to make a plan B. Keeping a clear head is i…
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This Is How Top-Performing CEOs Manage Their Time & Calendar - E39
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Dusty goes solo to dismantle one of leadership’s most pervasive myths—the idea that an overloaded, reactive calendar is simply the price of effectiveness. Drawing on personal lessons, client stories, and striking CEO time-use data, he reveals the deeper truth: when a leader’s schedule is chaotic, the culture follows. In this episode, Dusty introduc…
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Creating a No Bullsh*t Strategy with Alex M H Smith
48:35
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In this episode of The Better Leadership Team Show, I sit down with strategy advisor and author Alex M. H. Smith to break down what real strategy looks like—and why most leadership teams are misaligned without even realizing it. We explore why strategy is not a goal, why “better” is not a winning position, and why companies succeed when they refuse…
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Today we are talking about the 3rd Benefit of Being Consistent which is Consistency Breeds Persistence. If you want to be successful, you have to learn to be persistent. Some people don’t have it in them to keep moving forwards after experiencing failure. A small loss is all it takes to deflate their spirit and cause them to break down. This is not…
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This week I Share The 6 Month Update [powerpress]By Podcast – Kitchen Sink WordPress
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8 Elements of Sales Choreography: Turn That 'Maybe' Into a 'Yes'
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Sales doesn’t fail because of bad stages—it fails because of missing behaviors. In this episode, John Tyreman and Mark Wainwright break down the eight elements of sales choreography that help professional services sellers build trust, maintain momentum, and guide opportunities forward without being pushy. From curiosity and synchronous conversation…
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Most Leadership Training Is Bullsh*t. What Now?
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Most leadership training is bullsh*t — not because leaders don’t care, but because it fails to change behavior where it actually matters. In this episode of Wingspan's Leading Without the B.S., Wingspan Performance® Leadership Performance Advisors Heather Hopkins and Mike Johnson unpack why traditional leadership training fails, and what actually w…
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556 2025 TAX Accounting Firm Tech Highlights
46:31
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Transistor 🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C563T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A563T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I revisit my 2025 tax tech predictions and break down what actually played out for accounting firms.…
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Ep. 330: Draye Redfern - Commanding Success: Build Teams That Excel in Any Economic Crisis
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Get ready for a lively and insightful conversation on this episode of Count Me In! Host Adam Larson welcomes author, strategist, and founder of FractionalCMO.com and Redfern Media, Draye Redfern, as he shares his bold approach to staying resilient and thriving in uncertain times. Drawing on advice from his "Recession Survival Guide" and giving a sn…
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When Internal Succession Fails: Why Multi-Partner CPA Firms Are Turning to External Sales
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43:19
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43:19
You've spent years developing your next generation of partners, but what happens when they don't want to lead, can't secure financing, or simply aren't the right fit to take over? In this episode, our Ontario Market Leader Darryl Boyd, reveals why so many multi-partner firms are discovering that their "default" internal succession plan isn't workin…
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Today we are talking about the 2nd Benefit of Being Consistent which is to Develop a Code of Values. The biggest advantage of being consistent in your behavior is that you can develop a core code of values and ethics you can follow. Rather than changing your stance depending on the situation, you should be clear in your mind about what needs to be …
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There are several benefits for you to learn in order to help you be even more consistent, so you can take your business to your next level of success. Benefit #1 of being consistent is to Avoid Repeating Mistakes. If your behavior remains the same regardless of the outcome of an action or decision, you can at least learn something even if you fail.…
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WNiCF - Interview with Erik - it started with vendor lock-in
45:30
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45:30
Send us a text and then went in all sorts of interesting rabbit holes. Link on the CUR data pipeline open source tool: https://ecos-labs.io/ Merry Christmas everyone and see you in 2026
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how nonprofits set goals that actually move revenue, relationships, and results. They start with the metric many teams avoid because it can be a rude awakening: donor retention. Tony walks through a simple way to calculate it, then connects the number to what leaders feel every day, time and budget pressure. His reminder lands like a CFO truth bomb…
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There is nothing stopping you from changing directions or tracks and doing something the polar opposite of what you are doing. As an entrepreneur, you have absolute authority and control over your actions and decisions. No one is going to stop you from doing what you like. You can choose to destroy the business which you have built from scratch. Pe…
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How to Make Key Account Management Work | EP68
44:13
44:13
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Most key account programs collapse because companies treat a strategic discipline like a standard sales motion, and this conversation reveals what it actually takes to build one that works. Alex Raymond and Mark Davies examine why so many organizations invest in key account management yet struggle to see meaningful impact. Mark argues that KAM only…
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Nonprofit Leadership Moves You Need to Have Finance Teams Win Under Pressure!
32:37
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32:37
Year-end doesn’t “arrive” in nonprofits so much as it ambushes us. And that’s exactly why this conversation with John Tiso, VP of Revenue and Service Delivery at JMT Consulting, and Buu Lình Tran, SVP of Financial Solutions at JMT Consulting, feels like a shot of espresso for your finance, accounting, and operations leadership. Host Julia C. Patric…
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Economic update with Marci Rossell and 2026 predictions
1:02:40
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During the Dec. 18 AICPA Town Hall, we heard an economic update with reflections from 2025 and predictions leading into 2026. Plus, we dove into discussions around cybersecurity, the latest out of DC and the technical updates you need to know.By AICPA Town Hall
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When you set goals for yourself, you keep your abilities and capacity to perform in mind. You know that if you performed optimally for the near future, you would be able to meet those goals. Hence, you have to be consistent with your performance to achieve the goals you set for your business. If you perform below your capacity or don’t make use of …
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Ep. 329: Chandelle Fastiggi - Staying Ahead In Finance: Talent, Technology, And Transformation
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31:39
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31:39
Curious about the real changes happening in financial services right now? In this episode, Adam Larson sits down with Chandelle Fastiggi, Head of Financial Services Vertical at ManpowerGroup, who brings over 25 years of insight and industry experience to the table. Chandelle shares her take on today's economic and political pressures, how instituti…
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Are CPA firms ready for the next wave of data security threats?
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Sarah Ference, CPA, an author of the JofA's Professional Liability Spotlight column, returns to the JofA podcast to discuss recent column topics and the advice CPAs can gain from them. In particular, Ference details data security preparedness, the value of engagement letters for tax-compliance services, common audit claims and defenses, and more. E…
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