I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
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Accounting Automation Podcasts
Exploring the intersections of accounting, technology and modern practice methodologies. Each month guests share how they built their business and how your business or clients can use technology to be more effective and efficient. This may include exploring: *How you can implement and integrate business tools with your online accounting software to automate processes, improve productivity, and profitability; *How to build a business developing business apps; or *How to build a tech stack tha ...
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Join Isaac Heller as he meets with leaders in the accounting technology space to discuss how AI and automation are transforming the accounting industry, how technology has evolved, and how AI can help accountants work more efficiently. Youāll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!
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A tactical playbook for serious retail traders. Hosted by seasoned options professionals, this podcast delivers institutional-level insights on automated options trading with defined risk strategies and capital precision. Each episode is engineered for clarity and impact, covering everything from trade setup to allocation and risk control. You'll hear the logic behind every move, the rules behind consistent returns, and the mechanics professionals use to sidestep the costly mistakes most ret ...
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Welcome to āITSM That Works4Me,ā the podcast about how to achieve real success with IT service management! Each week, we break down real use cases, smart automation strategies, and the tools that work ā not just buzzwords.
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The Breakeven Brothers podcast explores how AI is transforming the landscape for professionals. Join brothers Bradley Bernard and Bennett Bernard, a software engineer and a Certified Public Accountant, as they offer a unique perspective on how automation and intelligent agents are transforming knowledge work. They explore the shift from manual tasks to strategic oversight, the growing importance of prompt engineering, and the critical skills you'll need to not just survive, but thrive in an ...
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A weekly podcast providing fraud prevention and vendor setup training to protect the vendor master file. Immediate takeaways with actionable steps you can implement today into your vendor onboarding and maintenance process to reduce fraud and regulatory fines. Great tips for the Accounts Payable and Procurement teams to clean-up their vendor data, clean-up their vendor processes so that they can pay the right vendor.
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Accounting Automation is a podcast for helping accounting firms learn new ways to do more with less.
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Listen with Alan Armstrong and Sam Foot as we talk about all things Microsoft Azure! We are both technical consultants working with Azure day in, day out. Alan focuses on Identity and Security automation while Sam is a .NET developer deploying PaaS and SaaS solutions on Azure. Each episode we have a topic we cover and we highlight some key news that we are interested in. No fluff, sales or products here, just two technical people having a light hearted chat.
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The independent insurance agency space is rapidly changing and evolving. The whole industry is feeling it and we want to provide a connection for agents to understand that theyāre not alone. Join industry expert, Carey Wallace, and her Gen Z daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of every day topics that you face in your agency. The incoming wave of M&A, agency marketing, technology & insurtech, and generational change is upon us, join us ...
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What apps and plugins do you need for your accounting business? What's the crypto, AI, or automation technology that's going to be the next disrupter? Let's find out. It's Tech Time at Accounting High.
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Automation Station is a podcast series from Capgemini to help define and demystify automation in business. While much has been said and written about the potential of automation to revolutionize the machinery of enterprise: the supply chain, accounting, hiring, firing, and retiring people and, of course, the consumption of products and services, todayās reality may not be quite as optimistic. Or is it? And is automation helping to shape the post-pandemic enterprise landscape? Over six episod ...
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Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!
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IMAĀ® (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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CurrencyCast is a treasury podcast series from currency management experts, Kantox. In each episode, we look at the pressing foreign exchange (FX) risk issues facing treasurers and CFOs today and help them identify the potential gaps in their FX risk management strategy. Each episode will provide viewers with quick bite-size insights to help them better understand their FX risk, stay informed of the latest currency management trends and learn about the future of FX tech.
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Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing ...
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Leadership development can lead to greater promotion potential. This podcast is hosted by Stephen McLain, a U.S. Army-Retired Finance Officer. After retirement, Stephen transitioned to working as a Business Consultant in Corporate Finance and Accounting. Topics will be dedicated to leadership and strategic mindset development for Finance and Accounting professionals, where we will focus on the four key Finance Leader responsibilities: 1) influence, 2) developing our team, 3) achieving result ...
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Welcome to the Full-Funnel B2B marketing podcast hosted by Andrei Zinkevich and Vladimir Blagojevic from FullFunnel.io. Every week with B2B marketing professionals we dive deeply into topics as a B2B marketing strategy, full-funnel marketing, demand generation, lead nurturing, sales and marketing alignment, sales and marketing automation, content marketing and account-based marketing (ABM). Our goal is to share proven advice with B2B marketers & foundersof tech companies to increase their sa ...
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Amplify is podcast dedicated to helping accounting firms grow and thrive. Each season focuses on a particular issue or topic for accounting firm growth. Every episode features expert guests from across the accounting industry with expertise in marketing, business development, HR, strategy, and leadership. Amplify is a production of the Association for Accounting Marketing (AAM).
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Mark Wickersham - chartered accountant, public speaker and value pricing expert ā has spent the last 20 years teaching accountants and bookkeepers about the wonders of value pricing. In this podcast he tackles some of the industryās most common frustrations such as dealing with price sensitive clients, having the pricing conversation, and being confident when it comes to charging the higher prices that you deserve. Mark is obsessed with value pricing! It is far superior to the fixed pricing ...
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In the CFO Corner, we sit down with CFOs and corporate finance professionals to hear about the innovative approaches and technology they have used to scale and grow their organizations. They share the challenges theyāre facing with mundane repetitive tasks and give their takes on what theyād like to see in the corporate finance function that can help CFOs achieve a stress-free working life. This is the podcast for you if youāre ready to learn about the innovative approaches that are out ther ...
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1
Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Skilled Trades Syndicate - Tersh Blissett and Josh Crouch
2
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Ready to revolutionize your home service business? Tune into the Service Business Mastery Podcast! We dive deep into automation and AI, including swarm agents, AI chatbots, and AI voice agents, to help you streamline and optimize your operations. Whether you're in HVAC, plumbing, electrical, or any other home service trade, we cover leadership, marketing, finance, pricing, and HR to give you the edge you need. Click here to transform your business and embrace the future today!
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For landscaping contractors, thereās nothing more satisfying than a job well done ā especially when itās finished on time and under budget. Tune in every two weeks as real contractors and golf superintendents with real stories share their Confessions of the Craft, recorded live with SiteOne Landscape Supply during the Equip|HNA and GCSAA shows. This informative series pulls back the curtain for an entertaining and occasionally humorous look into the lives of green industry pros ā as they nav ...
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Forces in Fintech is a bi-weekly podcast produced by REPAY, a leader in integrated payment solutions since 2006. Weāre dedicated to revealing whatās behind the digital transformation of fintech and commerce. In season 1 of the podcast, weāre talking with industry experts to discuss modern technologies and how they influence market trends.
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Overdue Advice is the podcast about cash flow strategies to grow your business. Each episode covers an aspect of credit management and accounts receivable. "Legal Collections (and How to Avoid Going to Court)," "Debt Doesn't Die: Estate Collections," and "How Professional Collectors Recover More," are just a few areas covered with rare industry insights. There's no show like it! Host Bryn Griffiths talks with guests including published authors, veteran collectors, accounts receivable trainer ...
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The Unofficial Sage Intacct Podcast is your inside track to the world of Sage Intacct and the broader accounting industry. Hosts Emily Madere, Doug Lewis, and Matt Lescault bring their unique perspectives and expertise to explore the latest trends, challenges, and opportunities in this rapidly evolving space. In each episode, the trio explores topics like the power of the Sage ecosystem, best practices for CAS, new Sage product features, and the impact of artificial intelligence. They'll be ...
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Informative posts and video recaps about innovations, methods and technologies that are changing our world.
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The Modern Accountant is a podcast for accounting professionals. We discuss the intersection between technology and the accounting industry, covering topics like cloud accounting, automation, cybersecurity, and data privacy. Learn about the latest trends, strategies, and tools to help your firm thrive in today's digital landscape. Tune in to stay ahead in the ever-evolving world of technology.
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FraudCast ā Powered by Updation Every dealership has contracts. But not every dealership actually knows whatās in them. Welcome to FraudCast, the podcast that cuts through the fine print of automotive vendor and contract management ā exposing whatās really driving (or draining) your bottom line. Brought to you by Updation ā the automotive SaaS company forged from frustration, not fanfare. We werenāt built in a boardroom; we were born in the trenches of dealership accounting, where broken sys ...
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The Lawyerist Podcast is your ultimate guide to building, managing, and growing a successful small or medium-sized law firm. Tailored for lawyers and attorneys who aspire to thrive in todayās fast-paced legal landscape, this podcast delivers actionable advice, proven strategies, and cutting-edge insights to help you run a modern law firm with confidence. Whether you're a solo attorney starting your practice, managing a growing firm, or looking to optimize your operations, The Lawyerist Podca ...
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In-depth, honest accounting software and technology reviews capturing the real-life experiences of using particular products and solutions - presented by CPA Practice Advisor and technology experts Randy Johnston and Brian Tankersley, CPA.
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Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, Solopreneur, Strategy, Tax, Virtual Assistant Marketing Mindset QuickBooks
Chris Panek - CPA, Business Strategist & Business Coach For Entrepreneurs Growing Their Business
29348
Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? Whatās the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a si ...
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Helping You with Your Business Process and Digital Transformation. "Smart Actions, Better Business."
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Accounting AI is a monthly video panel that helps accountants and finance leaders make sense of artificial intelligence and its growing influence on the profession. It is designed for non-technical professionals who want to understand what AI means for their firms, clients and careers. Each episode brings together experts and innovators who share real use cases, strategic insights and examples of how AI is changing decision making, client service and the value of accounting itself. Hosted by ...
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Entrepreneur productivity, CEO mindset, delegation, and operations...practical strategies to run a calm, profitable business. You didnāt start your business to drown in tasks, context-switching, and constant interruptions. Create Your Day gives entrepreneurs practical tools for time management, productivity, delegation, automation, SOPs, and leadership habits, so your business runs smoother and your life feels lighter. Iām Jenn Cody - serial entrepreneur, strategist, and systems expert. Each ...
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Manufacturers are the driving force behind Industry 4.0, and Wipfli is here to help. Join Bryan Powrozek, engineer turned CPA, as he interviews industry influencers and discusses everything from operational improvements and performance enhancements to large-scale digital transformation and data-based decision making. If you want innovative ideas for growth and automation, The Sound of Automation is for you.
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Welcome to 'Beanies in a Pod', the podcast run with and for bookkeepers and accountants. Join us each week as we dive into the world of accounting and bookkeeping, discussing everything from technology and automation to sustainability and mental fitness. Our podcast is all about providing fun and positive content that is genuinely focused on the lives of bookkeepers and accountants. We believe that it's important to create a space where people in this industry can come together, share their ...
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Get your Amazon account reinstated, sell with confidence, and increase your bottom line. Riverbend Consulting helps you navigate online retail.
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A transparent account of bootstrapping an insurance business as a solo founder.
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FutureView Finance Fireside Chats are hosted by John Baule, a seasoned CFO, and co-founder of FutureView Systems. Our Finance Fireside Chats cover a variety of topics of interest for accounting and finance professionals including trends, insights, analysis and best practices.To learn more visit us at https://www.futureviewsystems.com/
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The goal of the Business Innovation Playbook Podcast is to inspire innovation by providing strategic solutions to common business challenges. As the business landscape and technology evolves, DPT Solutions plans proactively for the future with an emphasis on lead through cash solutions ranging from marketing automation, CRM, field service, accounting, and data visualization. Each podcast will be accompanied by an Innovation Playbook that will outline the steps you can start taking immediatel ...
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B2B Marketing, the If You Market podcast is a long form conversation on B2B marketing with industry experts and thought leaders. Topics include: content marketing, account-based marketing, social media, leveraging data, Marketing Technology, branding, demand generation, marketing automation, Email Marketing, sales and marketing alignment, SEO, CRM, and other great acronyms.
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Has your accounts payables process changed with the times? Or do you still struggle with too much paper, impossible approval tracking, and manual entry errors that cost your business time and money every day? TrinDocs is a tailor-made software that's built by accountants, for accountants, with real-world solutions that are proven to increase efficiencies, tighten controls, and help you easily scale growth. Join us for tips and tricks on how to save your team time by automating manual invoici ...
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4
Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
Alyssa Lang
2112
Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workfl ...
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Super Exciting HR Fun Time breaks the mold of stuffy, corporate HR podcasts. Co-hosts Enzo Garza (15+ year accounting veteran and founder of Accounting Prose) and Dan Evanoff (Accounting Prose HR practice leader with 15+ years of hands-on experience) bring you small business HR insights that actually matterāwith a side of humor and zero corporate jargon. Each episode tackles the HR challenges keeping small business owners up at night, from cutting-edge issues like AI fraud infiltrating the h ...
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Hosted by productivity strategist Mike Vardy, A Productive Conversation offers insightful discussions on how to craft a life that aligns with your intentions. Each episode dives into the art of time devotion, productiveness, and refining your approach to daily living. Mike invites guests who are thinkers, doers, and creators to share their strategies for working smarter and living more intentionally. From practical tips to deep dives on mindset shifts, this podcast will help you reframe your ...
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NEW EPISODES!! At The Digital Trust & Safety Insider Podcast, we chat with people on all sides of the fraud fight: hackers, Secret Service agents, risk analysts, and reformed fraudsters-turned-business consultants. In an era when high-profile account takeovers and global malware attacks lead the headlines, Sift is the leader in Digital Trust & Safety. offering end-to-end intelligent automation to help businesses proactively stop fraud and achieve rapid growth without risk.
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The eCommerce Money Map Podcast is a podcast for eCommerce business owners. Join Salim Omar, CPA and Shawheen Amirkhizi as they talk to experts in the eCommerce market, providing the audience with the tools to make their eCommerce business a success.
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In this podcast series, Derek Distin, Vice President of Community at Rightworks, sits down with several of our RightNOW sponsors to discuss the state of the accounting profession and its future. The RightNOW 2025 is the ultimate mid-year conference for accounting and tax pros. It will be held May 19-21 in Nashville, Tennessee. Register today at www.rightworks.com/rightnow2025.
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š NetSuite NEXT: AI, Automation & Global Growth |Craig Sullivan
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Craig Sullivan, Group VP of Product Management, NetSuite joins Heather Smith at SuiteWorld25 to reveal AI, automation, and global ERP innovations transforming how accountants and businesses scale smarter. Summary Today Iām speaking with Craig Sullivan, Group VP of Product Management, NetSuite In this episode, we talk about . . . Insights into NetSuā¦
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341: Automate QuickBooks Bank Feeds To Save Time Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Accountant, Bookkeeper, VA, Owner, Or Self-Employed
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As a business owner, bookkeeper, or accountant, you want to make sure that you are utilizing your time as wisely as possible, which includes processing your bookkeeping in the most efficient way possible. There are many options for you to do this when you are using a computerized software system for your bookkeeping, but making sure you are utiliziā¦
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Cash vs. Margin Account Basics for Options Trading
9:24
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Send us a text This episode provides an educational overview concerning the differences between cash accounts and margin accounts for options trading. A cash account mandates that the customer must possess the full amount of funds for any security purchased, precluding the use of leverage. Conversely, a margin account permits the broker to loan theā¦
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531 How To Manage TASKS In Your Accounting Firm
35:22
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š¼ My practice management system recommendā¦er: jason.link/00v š My service library resources: jason.link/9k9 Hungry for that transformational in-person connection? š Join me at one of my upcoming events: jason.link/low š Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/cno āļø Leave me a voicemail at (1)516-980-4ā¦
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Send us a text This episode offers a detailed comparison of the term "credit spread" as it is used in two different financial markets: bonds and options trading. In the bond market, the credit spread measures the yield difference between a risky bond (like corporate debt) and a risk-free bond (such as a U.S. Treasury), thus reflecting perceived defā¦
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Referrals Made Easy for Bookkeepers and Accountants with ChatGPT
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What if you could turn referrals into a predictable, repeatable system instead of relying on luck? In this episode, we explore how to win more high-quality clients through smart, structured referral marketing. Discover the best times to ask for referrals ā and how to make it effortless for clients to say yes. Weāll show you how to create a service ā¦
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Episode 166: Sales in ABM: The good, the bad and the ugly with Andrei & Vladimir & Elric Legloire
1:11:11
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In this episode of Full-Funnel Live, Vlad and Andrei are joined by special guest Elric Legloire to pull back the curtain on the sales team's critical role in Account-Based Marketing. We're moving beyond theory to tackle the real-world execution of ABMāthe successes, the pitfalls, and the messy details that make or break a program. Tune in to learn:ā¦
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348: Take Massive Action When You Do Not Feel Like It Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper VA Business Owner
5:01
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You know that thing youāve been putting off, the one thatās been sitting on your to-do list for way too long? Yeah, that one. Maybe itās updating your processes, finishing that client project, or even something personal like cleaning out the garage or finally scheduling that doctorās appointment. Whatever it is, letās be honest, if youāre procrastiā¦
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Ep. 320: Laura Paterson - Break Silos: Unlock Collaboration Between Finance and Marketing
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Join host Adam Larson for a lively conversation with entrepreneur, speaker, author, and president of VisionEdge Marketing, Laura Paterson. Drawing on decades of experience, Laura shares her practical wisdom on building stronger partnerships between marketing and finance in todayās data-driven organizations. Discover why learning to speak each otherā¦
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530 First Impressions: The New ChatGPT BROWSER For Accountants
26:23
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Hungry for that transformational in-person connection? š Join me at one of my upcoming events: jason.link/vf2 š¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/qfd š° Today's Sponsors ClientHub: https://www.clienthub.app/ TeamUp: http://hireteamup.com/jason š£ļø Contā¦
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S5E25 - Securing Azure's Core: Microsoft Defender for Resource Manager, Key Vault, and APIs
57:21
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In this episode, we dive into three key Cloud Workload Protection Platform (CWPP) offerings within Microsoft Defender for Cloud: Defender for Resource Manager, Defender for Key Vault, and Defender for APIs. Our Q&A format explores how these tools safeguard Azure environments against sophisticated threats, from management layer exploits to API vulneā¦
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Send us a text This episode provides a detailed comparison between credit spreads and debit spreads, which are defined-risk options strategies used by traders, particularly on SPX and SPY indices. It explains that a credit spread involves receiving a net premium upfront and profits when the market remains stable or moves slowly, capitalising on theā¦
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First Aid for the Mind: Mental Health in Law, with Soumya Palreddy & Jill Kluesner
30:46
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In episode 585 of Lawyerist Podcast, Soumya Palreddy and Jill Kluesner explain how Mental Health First Aid equips lawyers to recognize signs of burnout, stress, and crisisābefore they escalate. Learn practical tools for building healthier teams, reducing stigma, and improving communication in high-pressure firms. Discover why legal leaders are embrā¦
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Episode 361: Kubikle - Cybercrime's Office Life
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Itās almost the end of the 25th annual October Cybersecurity Awareness Month and if you havenāt heard of or watched the cybercriminal version of āThe Officeā itās time! Keep listening. Check out my website www.debrarrichardson.com if you need help implementing authentication techniques, internal controls, and best practices to prevent fraudulent paā¦
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Count Me In at SuiteWorld 25 - Featuring Kimberlee Duval
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Get ready for another exciting bonus episode from SuiteWorld 25! Host Adam Larson sits down with Kimberlee Duval, CFO of Cymbiotika, an inspiring leader whose unconventional journey in accounting will resonate with anyone passionate about growth and purpose. Kimberlee shares how her early experiences shaped her career, the key lessons she learned wā¦
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The Smart Tech Plan for Contractors to Budget 3% to 6% and Stop Overspending with Jenny Benbrook
54:14
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Learn how to automate tasks, save time, and increase your profit. No Coding required! š Enroll Today - https://bit.ly/3CZTDte __________________________________________ Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! https://www.servicebusinessmastery.com In this episode of the Service Business Masā¦
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Anthony Verdino Talks About Simplifying CBT and Finding Balance Through Mindful Productivity
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This episode is sponsored by Bento Focus ā the ADHD-friendly focus timer that helps you do less, better. Limit your day to three meaningful tasks, build calm routines, and stay focused with beautiful Japanese-inspired themes. Try it today at dub.sh/mike-bento-podcast. In this episode of A Productive Conversation, I sit down with Anthony Verdino ā aā¦
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529 The Niche Software Set To Blow Up This Accounting Firm
34:12
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Hungry for that transformational in-person connection? š Join me at one of my upcoming events: jason.link/vxd š Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/5bk āļø Leave me a voicemail at (1)516-980-4968! š° Today's Sponsors Keeper: https://keeper.app/ TeamUp: http://hireteamup.com/jason Client Hub: http://cā¦
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347: Strategies And Tips To Make Bookkeeping Easy Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant Bookkeeper Owner Or Self-Employed
15:28
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When you stay on top of your bookkeeping, youāll feel more confident and relieved knowing you have financial information you can count on to make smart business decisions. When it comes to your business finances and particularly your bookkeeping, I often hear business owners who are feeling overwhelmed and stressed because their bookkeeping has staā¦
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Send us a text Without hedge accounting, FX gains and losses from derivatives can distort your financials, confusing investors and complicating performance analysis. But applying hedge accounting? Thatās often a resource-heavy, error-prone process. In the latest #CurrencyCast episode, we break down: Why FX hedges can increase net income volatility ā¦
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109. How Emotional Chaos Is Draining Your Bank Account
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Your revenue isnāt just a sales problem; itās a nervous system problem. When every ping jolts you into fight or flight, strategic thinking goes dark and your business runs on emergency mode. We trace how emotional reactivity shows up in everyday decisionsāsaying yes to the wrong clients, chasing quick fixes, freezing on follow-throughāand how thoseā¦
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Credit Spread Risks: Loss, Assignment, and Risk Management
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Send us a text This episode provides an extensive guide to the risks associated with credit spreads, an options trading strategy often confused with being risk-free despite having defined potential losses. Authored by an institutional options trader, the text covers critical dangers such as Max Loss calculations, the specific threat of Assignment Rā¦
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How to Stay Human in the Age of AI-Driven Law Firm Marketing, with Conroy Creative
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In episode 584 of Lawyerist Podcast, Zack Glaser sits down with longtime legal marketing expert Karin Conroy of Conroy Creative Counsel to talk about the evolution of law firm marketing in the age of artificial intelligence. Karin explains why lawyers shouldnāt fear AI, but should learn to use it strategically. From the āIron Man vs. Terminatorā anā¦
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The Differences in M&A: Accounting vs Insurance M&A w/ Aaron Stocks
32:39
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On Insurance Refocused, Lindsay and Carey sit down with Aaron Stocks, CEO of AgencyPoint (PFS Global), to compare accounting firm acquisitions with independent insurance agency M&A. Aaron breaks down why client transferability, systems standardization, and regulatory disclosures make accounting roll-ups very different from buying an insurance agencā¦
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Innovation Through Curiosity with Matthew Spencer, CAO at Global Partners LP
23:15
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In this episode of CFO Weekly, Matthew Spencer, Chief Accounting Officer at Global Partners LP, joins Megan Weis to explore how modern CFOs are building agile, tech-enabled teams that drive innovation through curiosity, experimentation, and strategic use of offshore talent. Matthew brings over 20 years of experience, starting his career at Ernst & ā¦
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Built From Pain, Not Pitch: The Updation Origin Story
1:19:25
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Ready to hear how a dealership platform was born from real scarsānot a glossy pitch deck? In FraudCastās debut, Updation Co-Founders Layton Judd, CEO, and Ralph Perkins, COO, share Updationās origin story and pull back the curtain on the costly blind spots hiding in back-office workflows: ghost vendors, invoice mismatches, vendor creep, margin erosā¦
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528 Dealing With Pricing Objections in an Accounting Firm
28:51
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Hungry for that transformational in-person connection? š Join me at one of my upcoming events: jason.link/yi3 š Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/uo4 āļø Leave me a voicemail at (1)516-980-4968! š° Today's Sponsors Keeper: https://keeper.app/ ClientHub: https://www.clienthub.app/ š£ļø Continue the diā¦
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346: Success Is Rarely All Or Nothing Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA, Owner, Or Self-Employed
5:45
5:45
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Have you ever caught yourself thinking it had to be all or nothing? Like, youāre either doing everything perfectly or it doesnāt even count? Maybe itās that Iām either all in on this new habit or Iāve failed again. Or Iām either working nonstop or completely checked out. For so many accountants and high-stress professionals, this kind of black-and-ā¦
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Ep. 319: Kari Olsen - Breakthrough Approaches for Enhancing Collaboration and Team Synergy
32:08
32:08
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What happens when you mix a lifelong fascination with business, a love of personality quizzes, and a career in academic research? You get Kari Olsen, Department Chair at Utah Valley University and this episodeās featured guest! Join host Adam Larson as he chats with Kari about how our unique personality traits shape the way we work, especially in tā¦
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Automated Options Trading: The 2025 Ultimate Guide
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17:27
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Send us a text This episode provides an ultimate guide to automated options trading for 2025, promoting services from Advanced AutoTrades built by an institutional veteran. It explains how automation works, detailing a four-step process from strategy selection to execution via bots, and champions defined-risk strategies like credit spreads and ironā¦
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From Chaos to Clarity: Transforming Healthcare Finance
50:57
50:57
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Ximena Maynard, CFO of Legacy Management Group, shares how she consolidated 30 separate QuickBooks files across 11 nursing facilities into a unified Sage Intacct system. She discusses the unique compliance challenges in healthcare finance, from managing resident trust funds to navigating complex Medicaid billing, and tackles the industry's biggest ā¦
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527 Does AI Mean ADVISORY Is The Future for Accounting Firms?
34:11
34:11
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šØ Take a look at the accounting-specific meeting notetakers I mentioned: Vinyl: https://www.usevinyl.com/ Ping: https://pingassistant.com/ Hungry for that transformational in-person connection? š Join me at one of my upcoming events: jason.link/n49 š¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bā¦
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How Does a Credit Spread Work? Mechanics and Formulas Explained
19:31
19:31
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Send us a text This episode provides an extensive guide to credit spreads, an options trading strategy designed to generate consistent returns while defining maximum risk upfront. It explains that a credit spread involves selling one option and buying another at a different strike price to collect a net premium, which represents the maximum profit,ā¦
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From Survival to Strategy: Scaling Your Law Firm Finances, with Bernadette Harris
36:58
36:58
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In episode 583 of the Lawyerist Podcast, Zack Glaser talks with Bernadette Harris, business strategist and finance coach at Lawyerist, about how to move beyond āsurvival modeā and into strategic, scalable growth. Bernadette breaks down the financial metrics that define a mature, transferable law firm, what she calls the difference between working iā¦
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Episode 360: Fraudsters Have a Way to Pass Payee Positive Pay for Stolen Checks ā How it Works and What to do About it
30:49
30:49
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Fraudsters have evolved again ā this time with check fraud because they have found a way to bypass payee positive pay. So now what? Keep listening. Check out my website www.debrarrichardson.com if you need help implementing authentication techniques, internal controls, and best practices to prevent fraudulent payments, regulatory fines or bad vendoā¦
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Count Me In at SuiteWorld 25 - Featuring Evan Goldberg
19:01
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Get ready for an inspiring chat with Evan Goldberg, co-founder and EVP at Oracle NetSuite, as he sits down with host Adam Larson at SuiteWorld 25. In this special bonus episode, Evan looks back on over 27 years of building the worldās #1 cloud ERP and shares honest stories about his entrepreneurial journeyāsuccesses, setbacks, and all the learning ā¦
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The Franchise Growth Playbook for Service Business Owners to Scale Smart in 2025 with Adam Terranova
43:44
43:44
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Learn how to automate tasks, save time, and increase your profit. No Coding required! š Enroll Today - https://bit.ly/3CZTDte __________________________________________ Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! https://www.servicebusinessmastery.com In this episode of the Service Business Masā¦
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Confessions of the Craft: Episode 45 - Four Boots Landscape and Construction
18:07
18:07
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Fiona, founder of Four Boots Landscape and Construction, shares how she left a 25-year corporate career to build a thriving landscaping business. From home renovations to landscape design, Fionaās story showcases her adaptability and passion. Tune in for insights on entrepreneurship and empowering other women in the trades: https://siteone.buzzsproā¦
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Skye Waterson Talks About ADHD, Attention, and Building Systems That Actually Work
39:19
39:19
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This episode is sponsored by Bento Focus ā the ADHD-friendly focus timer that helps you do less, better. Limit your day to three meaningful tasks, build calm routines, and stay focused with beautiful Japanese-inspired themes. Try it today at dub.sh/mike-bento-podcast. When youāre managing ADHDāor simply navigating the distractions of modern lifeātrā¦
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526 The Accounting Firm Unlimited Client Hack
27:09
27:09
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Hungry for that transformational in-person connection? š Join me at one of my upcoming events: jason.link/3zr š Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/qck š° Today's Sponsors ClientHub: https://www.clienthub.app/ Canopy: https://www.getcanopy.com/ š£ļø Continue the discussion on social! X https://twitterā¦
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345: Strategic Moves For The Final Quarter Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA, Owner, Or Self-Employed
16:14
16:14
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Now that we are finding ourselves in the fourth quarter of the year, itās time to start wrapping up this year on a high note, and Iām here to guide you through the essential steps you should be taking in this last quarter. If you are anything like me, these last three months of the year go by so quickly, and before I know it, January is here, the hā¦
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#001 Stop Mixing Personal and Business Money:
21:09
21:09
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Welcome to Season 10 of the Digital Transformation Academy Podcast, where we simplify business systems, accounting, and automation for entrepreneurs.In this episode, Dennis Hilario and Leslie Mabilangan discuss one of the biggest mistakes small business owners make: mixing personal and business finances.Learn how to:Separate your accounts the rightā¦
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In this weekās ITSM That Works4Me podcast, we unpack one of the biggest challenges in enterprise IT: "Fragmented incident response." When ownership is split across multiple tools and teams, accountability vanishes ā and so does productivity. In this episode, we explore how Xurrent and its embedded AI, Sera AI, bring clarity, speed, and continuous iā¦
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AI-Powered Finance Transformation with Billy Newman, CFO at Redwood Software
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In this episode of CFO Weekly, Billy Newman, CFO at Redwood Software, joins Megan Weis to explore how modern CFOs are revolutionizing finance operations through AI-powered automation and strategic oversight. Billy brings extensive experience from his tenure as CFO at Cvent, where he navigated the company through a pandemic, two public offerings, anā¦
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#142 - Doubling Your Independent Insurance Agency's Value in Three Years
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28:05
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In this episode of Insurance Refocused, Carey and Lindsay Wallace break down a powerful agency transformation that doubled in value in just four years. Starting with $3.5 million in revenue and 27ā28% profitability, this agency faced key challengesāan aging owner, outdated systems, and compensation structures that limited growth. Carey and Lindsay ā¦
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108. When You Want To Quit, Do This Instead
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28:50
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The first week of a 90āday sprint feels electricāuntil reality shows up with sick kids, client fires, and that familiar wall where enthusiasm dies. We dig into a simple truth that changes everything: success favors systems over motivation. Instead of trying to ābe stronger,ā we design commitment architectureāenvironment, schedule, and accountabilitā¦
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From Reporting to Relevance: Building Capacity through Alignment, Automation, and Development
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11:29
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Send us a text Episode #147: Too many finance teams are stuck formatting data while the decisions fly by. We tackle a smarter way to work: build capacity by aligning effort to strategy, automating the grind, and developing the skills that turn reports into results. Stephen walks us through a practical approach for FP&A and accounting leaders who waā¦
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Are you running a thriving practice, or just busy and broken? Jeannie Savage reveals how she doubled her profits in just one year. Discover the Bookkeeping Practice Blueprint, a powerful framework designed to help bookkeepers move from surviving to scaling. We talk value pricing, productized services, and the future of bookkeeping. Find out how AI ā¦
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