Have you wondered what it takes to thrive in the accounting industry? Or how the experts established their successful careers? Learn from industry experts with Canopy. In each episode of the Practice Success Podcast, Canopy takes a deep dive with accounting professionals, exploring their career trajectory, extracting advice for firms, and discussing the latest trending topics.
…
continue reading
Accounting Career Advice Podcasts
A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Clie ...
…
continue reading
Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.
…
continue reading
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
…
continue reading
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 ...
…
continue reading
Welcome to the Investing For Doctors podcast. Here we talk about personal finances, investing, wealth creation, accounting, and personal development that will aid you in your life journey as a doctor. Please note that the information provided in this podcast is for educational and entertainment purposes only. The content should not be considered as financial advice and your personal situations have not been taken into account. Before making any financial decisions, we strongly recommend cons ...
…
continue reading
#CareerConvos™️ with Nikki is a top-rated podcast hosted by Nikki Winston, CPA. Centered on lived-in career advice, the show speaks to accountants, CPA candidates, and finance professionals navigating the realities of Corporate America. With a focus on career development for Black professionals, each episode dives into workplace dynamics, personal branding, leadership, job search strategy, and includes a dedicated CPA exam prep series.
…
continue reading
Welcome to The Smarter Accountant Podcast, a unique podcast for CPAs and accountants who are ready to take their careers, businesses and lives to the next level. This is the podcast where brain science meets accounting, revolutionizing the way you approach your professional and personal growth. We believe that success in accounting goes beyond numbers and spreadsheets—it's about understanding your unique accountant brain and leveraging that knowledge to achieve extraordinary results. Are you ...
…
continue reading
A Podcast for aspiring finance leaders looking to take that next step in their careers. Hosted by the [axr] Recruitment & Search 3 amigos: Greg O’Shea, Kunal Gupta and Nick Constain, this podcast will give you a unique insight into what it takes to become a successful CFO. Tune in as we speak to inspiring and successful CFOs from the [axr] network as they share their career journeys, how they got to be a CFO and what they learn along the way. It’s the closest thing you’re going to get to del ...
…
continue reading
Hosts Isaac Butler, Ronald Young Jr., and June Thomas interview creative people about how they write, compose, paint, and more.
…
continue reading
Natasha Westover & Andrew Kirby share valuable finance career and leadership advice.
…
continue reading
The Dr. CK Bray Show is a 20-minute science and research-based podcast that aims to provide the information you need to create a better life and career. Dr. Bray shares the latest research findings in the areas of business, personal excellence and achievement, resilience and thriving, career, learning, leadership, change, and health. He also provides a one-stop resource for actionable advice and tools to cover every aspect of your life. Be prepared to be simultaneously educated and entertained.
…
continue reading
C-Sweet™ Talks takes you inside the most interesting businesses and industries today and explores strategies for career success. Hosts Beth and Dianne have navigated C-Suites and board rooms throughout their careers, and are now giving insider advice for executive and entrepreneurial women to make a difference in theirs. C-Sweet™ is an international professional association for women focusing on access to all levels of career opportunities for YOU and others, the creation of diverse networks ...
…
continue reading
Discover how to use your Internal Journey to Create your External Success. Belinda Pruyne, Leadership Advisor & Coach, delves into the minds of top-level executives and business owners to unravel their fears, limiting beliefs, struggles and how they overcome them. She believes that we are all part of a global community and that the world needs each of us to be the leader we are here to be. When we as leaders show up fully – unashamedly ourselves and celebrate our differences, we are paving t ...
…
continue reading
What’s Next? With Lacey is your backstage pass into the careers you think you’re curious about but don’t actually understand.Ever catch yourself Googling “what does a Account Manager do?” or “how do I even get into that industry?” Same. That’s why this podcast exists.Every two weeks, Lacey sits down with young professionals across all kinds of industries — from health tech to entertainment to whatever job you’ve seen on LinkedIn and thought: wait, is that real? It’s like an informational int ...
…
continue reading
You are not alone, building a business is hard. This is a podcast to hear from those who have done it before you so you can become the healthy, wealthy and wise entrepreneur you want to be. My name is Paden Squires, and I started out of college working in finance at a Fortune 500 company and hated it- I was bored out of my mind. So I wanted to change my life. I started studying for the CPA exam, listening to podcasts six hours a day; and I took four exams in eight months. I even started my b ...
…
continue reading
Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known f ...
…
continue reading
Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
…
continue reading
When your brain and your bank account are constantly fighting, it's time for a new approach. ADHD Money Talk is the podcast that finally addresses what traditional financial advice misses: how ADHD fundamentally changes your relationship with money. From impulse spending and financial avoidance to the shame spiral that keeps you stuck, we tackle the real challenges that come with managing money when your brain works differently.
…
continue reading
Advice You Can Use!
…
continue reading
MSP Insider is your backstage pass to everything Managed Service Providers really care about. Forget the fluff—this is where we tackle the real challenges, share unfiltered advice, and dive into the stories that make the MSP world tick. From scaling your team to navigating the chaos of ticket management, we cut through the noise with insights that actually matter. Featuring industry leaders, battle-tested pros, and the occasional war story, every episode is packed with the strategies and too ...
…
continue reading
To CPA or NOT to CPA? Public vs Private? What if you could run an experiment? Take twins, with identical DNA, life experiences, education, GPAs, majors, internships, and careers as accountants. Then have twin A go private and have twin B become a CPA and go public. Follow Becky Steiger and Norma Steiger on their separate journeys in the private and public accounting worlds! Together they will compare and contrast their experiences and goals in the accounting profession.
…
continue reading
The Bean Counter is your guide to a successful accounting career! Whether you're in University looking for your first job, or crushing it at your full time career, The Bean Counter is the show for you! We have topics ranging from preparing your resume and interviewing, to dealing with salary negotiations and being promoted. We'll have interviews with today's most inspiring accountants and find out how they got where they are today, and what advice they have for you! We'll also talk with recr ...
…
continue reading

1
Leading Lady Podcast | Coaching and Accountability for Ambitious Women Entrepreneurs
AliceAnne Loftus | Certified Professional Coach (CPC) specializing in Leade
Transform your approach to leadership, business, and life with coach AliceAnne Loftus. Each episode delivers actionable strategies for high-achieving women leaders and entrepreneurs who are ready to create lasting success without sacrificing their authentic selves. In each value-packed episode, AliceAnne shares powerful insights on building a values-driven business that aligns with your true purpose. You'll discover how to beat imposter syndrome, develop authentic leadership qualities that i ...
…
continue reading
In the creative world, passion and talent are essential. But understanding the business side is fundamental for sustained success. "From Creative Passion To Profit" bridges the gap between creativity and commerce, providing you with the tools to manage your finances, develop marketing strategies, and grow your entrepreneurial mindset. By focusing on practical financial and business advice, specifically for individual artists and creatives, this podcast will provide valuable and focused suppo ...
…
continue reading
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-o ...
…
continue reading
Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. Introducing ”Bigger Bottom Line,” a company dedicated to empowering small business owners with the knowledge and resources they need to succeed. The source’s structure is organized around the company’s mission, its founders’ expertise, a series of books they have authored, and a list of books they have written. The primary theme is the importance of providing aspiring entrepreneurs wit ...
…
continue reading
The long-running program "What Catholics Believe" is now in podcast format! Listen to the priests of the Traditional Roman Catholic Society and Congregation of St. Pius V teach and discuss the disasters of Vatican Council II, the errors of the Novus Ordo, and the traditional teachings of the Catholic faith. Fortify your Catholic faith with the truth. You can also find these episodes on our YouTube Channel. Check out our account on SoundCloud, where we have our episodes grouped into playlists ...
…
continue reading
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 ...
…
continue reading
Unlock the corporate secrets of success with "Career Success Secrets." Twice monthly, Mike and occasional executive or recruiter guests reveal strategies and techniques to increase compensation, land promotions, and do work that you love including at Fortune 1000 and Best Companies to work for like Google, Microsoft, and Amazon. Tailored for ambitious Gen Z and Millenials, we deliver actionable advice to help you thrive from entry-level to the C-suite. Mike's blend of education and compassio ...
…
continue reading
Welcome to That Retail Property Guy, the podcast where retail property expert Gary Marshall champions retail tenants and empowers professionals across the industry. With a career spanning decades, a dozen retailers, and millions in recovered losses for leading UK retailers, Gary shares his unparalleled knowledge to help retail tenants protect their rights, navigate leases, and maximise opportunities often overlooked by landlords, estates and accounts teams. This podcast is your go-to resourc ...
…
continue reading
Teaching women financial literacy, and helping them be more confident investors, entrepreneurs or go further in their careers.
…
continue reading

1
Optimal Finance Daily - Financial Independence and Money Advice
Optimal Living Daily | Diania Merriam
Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
…
continue reading
You’re working hard, caring for everyone else, and managing a thousand details a day—but when was the last time you focused on your finances? As a woman, you might carry the emotional and logistical weight of caregiving, parenting, career-building, and household management. It’s no wonder financial planning tends to fall to the bottom of your list—yet it’s one of the most important tools you have for protecting your future, your family, and your peace of mind. Women’s Money Wisdom is here to ...
…
continue reading
The Arkansas Talent podcast showcases influential business professionals in Arkansas across a variety of industries including; Accounting, Finance, and Human Resources where they share their journey, knowledge, and thought leadership. With our Co-Hosts Chris Chunn & Stephanie Shine, and featured guests, you'll find information related to hiring trends, market updates, job search & career advice, and how to hire, train, and retain top talent in the state of Arkansas. This podcast was created ...
…
continue reading
Things Leaders Do is the go-to podcast for leaders who want real, actionable strategies—not just theory. Whether you're a new leader stepping into management or a seasoned executive refining your skills, host Colby Morris delivers practical tools and processes you can start using today to lead with confidence, clarity, and impact. Each episode breaks down key leadership topics with humor, insight, and real-world application, covering: ✅ How to communicate effectively and build trust in your ...
…
continue reading
The Hey Chaplain podcast is where cops encourage each other by sharing their wisdom and experience with the Chaplain. On Hey Chaplain you'll hear from dispatchers and federal agents, Sheriffs and US Marshals, as well as local detectives and patrolmen. From the LAPD to Scotland Yard, the guests on Hey Chaplain deliver advice and insights so that police officers everywhere can survive and thrive. The host, Jared Altic, has almost 30 years of experience serving and counseling military and law e ...
…
continue reading
If you want to scale your career, do it on your terms while seeing your bank account grow, you landed in the right place! Join engineering leader and top career coach, Andrea Martin, as she shares what it takes to ensure your career moves are strategic and in line with your values and purpose. Andrea is a first-generation Peruvian American, a mother of two, a wife, a people leader, and a career coach. She holds a Bachelor in Chemical Engineering, a Master in Business and is a certified John ...
…
continue reading
Informative interviews with some of the top public company accounting and leadership experts. Join us as we take you on a journey with our spotlighted expert. In each interview, we discuss the top trends, threats and opportunities in public company accounting. We also talk about innovative strategies, greatest challenges and achievements, and career advice.
…
continue reading
Want to achieve financial independence without missing out on the fun? FI Minded is for anyone who wants to achieve financial freedom, live life on their own terms, and, most importantly, enjoy the journey along the way! Whether you’re just starting to think about financial independence or already deep into the process, FI Minded gives you the tools and inspiration to make FI a reality - without giving up the things you love. Each episode, we’ll cover topics like: *Financial Independence Str ...
…
continue reading
“Dear Accountant,” a uniquely insightful and entertaining podcast for aspiring young business professionals. Each episode is packed with actionable advice to help young finance professionals get ready for their next big thing! Hosted by Cecilia ”Cece” Leung, CPA. Cece is as smart as she is personable. For over two decades, Cece honed her professional skills in the corporate world working for powerhouse firms like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. As a Chinese emigrant, Ce ...
…
continue reading
Entrepreneurship isn’t just a career—it’s a relentless, all-consuming way of life. Welcome to Founder2Founder a raw and unfiltered podcast where host Aaron Spivak pulls back the curtain on what it really takes to build something from the ground up. No sugarcoating, no overnight success stories—just deep, honest conversations with some of the most driven, underrated, and game-changing founders of our time. From brutal setbacks to game-changing mindset shifts, Aaron goes beyond the polished su ...
…
continue reading
If you’ve felt that restlessness—that feeling like there’s more than the midlife crisis or navigating a never-ending To do List - something beyond the status quo…. you’re in the right place. Beyond The Quo isn’t about following the script; it’s about tearing it up. I’m Stacey Luces, and each week, I invite you to join me and our extraordinary guests - leaders, innovators, disruptors, and dreamers who’ve dared to challenge “the quo.” This podcast is where we go past the expected, beyond the ‘ ...
…
continue reading
Welcome to the MGMA Podcast Network, your gateway to insightful discussions and expert analysis on key topics in healthcare management. Dive into a diverse array of shows tailored to meet the interests and needs of healthcare professionals like you. Explore the experiences and perspectives of trailblazing women in healthcare on "Women in Healthcare," or discover innovative strategies and solutions for your practice on "Business Solutions." Stay updated on the latest industry trends and news ...
…
continue reading

1
#121 - The Worst Career Advice I Ever Got — And What It Cost Me
21:15
21:15
Play later
Play later
Lists
Like
Liked
21:15Have you ever been told to “just keep your head down and do good work”—and everything will work out? Did you follow that advice… only to find yourself stuck, overlooked, or wondering why no one seems to notice how hard you’re working? If so, you’re definitely not alone. This week on The Smarter Accountant Podcast, I’m sharing the worst career advic…
…
continue reading

1
Working 3 Days a Week as a Financial Planner and Thriving!
27:47
27:47
Play later
Play later
Lists
Like
Liked
27:47In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Hannah Witty, Chartered Financial Planner at Foster Denovo, to explore her inspiring journey into financial planning. From working on superyachts to becoming one of the earliest Chartered female planners in the UK, Hannah shares the personal and professional hurdles she…
…
continue reading

1
Debra Helwig: How Strategic Internal Communications Power Growth & Retention | Gear Up For Growth
37:03
37:03
Play later
Play later
Lists
Like
Liked
37:03Keep employees engaged and connected with transparency and beauty. Gear Up for Growth With Jean Caragher For CPA Trendlines “In many organizations, there’s a great gulf in between employees doing the work, with no idea of the conversations happening with clients or recruits,” says Debra Helwig, Internal Communications and Events Director at Pinion,…
…
continue reading
We are looking at cutting back our savings rate to enjoy a few other things while our kids are young and in the house, including not working as much as we are. Will it derail us? Have a money question? Email us here…
…
continue reading

1
3296: The Four Best Financial Assets by Christine Luken on Money Goals and How to Build Wealth
9:24
9:24
Play later
Play later
Lists
Like
Liked
9:24Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3296: Christine Luken highlights four essential financial assets that anyone can build, regardless of their bank balance: a strong credit score, a high income, a growing net worth, and most imp…
…
continue reading

1
Episode 56: Customer Success on Borrowed Time: Why Revenue is the Only Lifeline
40:27
40:27
Play later
Play later
Lists
Like
Liked
40:27Customer success used to thrive on easy capital and organic expansion. But in today’s market, that model is running out of runway. If CS isn’t tied to revenue, it’s on borrowed time. In this episode, Justin Strackany - employee #1 at SecureLink who scaled the company to $50M ARR and three exits - makes the case for why post-sales must evolve into a…
…
continue reading

1
84 - Resilience, Leadership, and Healing: Margaux Currie on Redefining Cancer Care
19:20
19:20
Play later
Play later
Lists
Like
Liked
19:20In this episode, C-Sweet Co-CEOs Dianne Gubin and Beth Hilbing sit down with Margaux Currie, Managing Director at Cigna Healthcare and a stage III breast cancer survivor. Margot shares her powerful journey—from discovering her diagnosis at 39 to transforming her experience into groundbreaking initiatives in oncology, preventative care, and patient …
…
continue reading

1
Rory Henry: Why Nontraditional Accountants May Hold the Future of Finance| ARC
29:03
29:03
Play later
Play later
Lists
Like
Liked
29:03Combine technical knowledge with behavioral insights to create holistic client solutions. Accounting ARC With Donny Shimamoto Center for Accounting Transformation Accountants have long been known as trusted advisors, but a growing movement is redefining what that means. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sa…
…
continue reading

1
Peace of Mind With Allocations Heading Into Retirement
18:48
18:48
Play later
Play later
Lists
Like
Liked
18:48I am one year away from retirement and my husband is three years out and I want to know if we should adjust our allocations? Have a money question? Email us here Subscribe to …
…
continue reading

1
3295: 5 Lessons From Our Buy Nothing New Challenge by Jaime of Keep Thrifty on How to Design Your Lifestyle
8:58
8:58
Play later
Play later
Lists
Like
Liked
8:58Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3295: Jaime reflects on a year-long experiment of buying nothing new and the unexpected lessons it revealed about habits, discipline, and intentional spending. While the challenge wasn’t perfec…
…
continue reading

1
S2, EP 21: Lorenz Haefeli's s Journey from Sydney Shores to Bailey Nelson: Driving Passion, Financial Precision & Global Experience
26:14
26:14
Play later
Play later
Lists
Like
Liked
26:14In this episode of From Go to CFO, we sit down with Lorenz Haefeli, the CFO of Bailey Nelson, a finance leader whose journey has taken him from Sydney’s Northern Beaches to the fast-paced world of automotive giants like Tesla and onto international optical retailer Bailey Nelson. Starting his career in audit at KPMG before making the leap to London…
…
continue reading

1
NSW Doctors Are Leaving: The Pay Crisis Breaking Our Health System | Ep. 44
1:10:29
1:10:29
Play later
Play later
Lists
Like
Liked
1:10:29Join 28,000+ doctors and dentists in the 'Investing for Doctors' Facebook group: https://facebook.com/groups/investingfordoctors ----- In this episode, we’re joined by Dr Nicholas Spooner, Emergency Physician and President of ASMOF NSW, to unpack the growing crisis in New South Wales healthcare. Having spent his entire career in the public system, …
…
continue reading

1
How The New Order Failed Charlie Kirk
1:09:03
1:09:03
Play later
Play later
Lists
Like
Liked
1:09:03In CRUX interview, Leo XIV proposes changing Catholic teaching on sexual morality by changing "attitudes"? The essence of Modernism: faith must follow fads, the cornerstone of the new order "Synodal Church." How the New Order failed Charlie Kirk.This episode was recorded on 09/23/2025.Our Links:http://linkwcb.com/Please consider making a monetary d…
…
continue reading

1
‘Good data yields good decisions': Honoring Dave Gans, 2025 MGMA Lifetime Achievement Award Winner
33:10
33:10
Play later
Play later
Lists
Like
Liked
33:10On this episode of the MGMA Insights Podcast, host Daniel Williams sits down with David N. Gans, MGMA’s 2025 Lifetime Achievement Award recipient. Dave reflects on his decades-long career with MGMA, his role in shaping the organization’s history, and his pioneering work in benchmarking and data-driven decision-making for medical practices. He also …
…
continue reading

1
Ep. 45 - Beyond A Cancer Diagnosis: What Crisis Teaches Us About Living Fully with Brian Howie
54:31
54:31
Play later
Play later
Lists
Like
Liked
54:31"Brian thought no one would notice if he disappeared. What happened proved him wrong." Welcome to 'Beyond the Quo' with Stacey Luces, your go-to podcast for navigating midlife reinvention. In this heartfelt episode Stacey welcomes back award-winning director, producer, writer, and podcaster Brian Howie for an open and deeply personal conversation. …
…
continue reading

1
Chiefs' First Win, Thiccest Sixes and Leonardo DiCaprio & Benicio del Toro's First Podcast | Ep 156
1:35:38
1:35:38
Play later
Play later
Lists
Like
Liked
1:35:3892%ers, welcome to another episode of New Heights brought to you by Reese’s Oreo® Cups! We are joined today by two Hollywood legends, Leonardo DiCaprio and Benicio del Toro! But first, we’ve gotta talk about the insanity that was week 3 in the NFL. Travis breaks down the Chiefs getting in the win column against the Giants, Jason reveals the real su…
…
continue reading

1
Dave Spence: Turning Tax Planning into Financial Freedom
28:55
28:55
Play later
Play later
Lists
Like
Liked
28:55In this episode of Canopy Practice Success, host KC Brothers sits down with Dave Spence, a CPA turned financial planner with decades of experience in both public accounting and wealth management. With six years in public accounting, 18 years at AXA Advisors, and 15 years at LPL Financial, Dave brings a unique perspective on the intersection of tax …
…
continue reading

1
When Saving Too Much Starts Holding You Back | E179 Jesse Cramer
55:59
55:59
Play later
Play later
Lists
Like
Liked
55:59I’m in this strange in-between stage right now, somewhere between Coast FI and Full FI. And I often feel pulled back and forth between spender and saver, current me and future me, speeding up and slowing down. It’s a little exhausting, I have to admit. A few years ago, things felt simpler because I was in full accumulation mode. Most of my decision…
…
continue reading

1
Doug Gocke: Operations Overhaul Doubles Firm Revenue Without Adding Staff | It's Not Just the Numbers
45:07
45:07
Play later
Play later
Lists
Like
Liked
45:07Structured operations freed partners to focus on clients and doubled revenue in six years. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Running a modern accounting firm requires more than technical expertise. Partners must balance client relationships, business development, and administrative responsibilities…
…
continue reading

1
Progress, Not Perfection: How Real Leaders Practice Accountability Every Day
29:36
29:36
Play later
Play later
Lists
Like
Liked
29:36In this episode of Leading Without the BS, Ivan Konermann and Wingspan’s newest Advisor, Mike Johnson, go head-to-head in what we’re calling “Bald vs. Balder.” With a combined 40+ years of leadership experience (and zero hair between them), they unpack how accountability is so often misunderstood — and how leaders will move from fuzzy expectations …
…
continue reading

1
From Nightlife to Nine Figures: Heath Wolfson on Trendspotting and Building with Purpose
59:12
59:12
Play later
Play later
Lists
Like
Liked
59:12In this episode of Founder2Founder, Aaron Spivak sits down with Heath Wolfson, serial entrepreneur and founder of FrontCare, a creator-powered telehealth platform. With a 20-year track record of building businesses across safety, media, and health, Heath shares how he’s repeatedly turned market inefficiencies into high-growth ventures. He opens up …
…
continue reading

1
Should I Move to a Low Cost Brokerage Firm?
19:31
19:31
Play later
Play later
Lists
Like
Liked
19:31Should I consider moving my accounts to a low cost brokerage like Vanguard, or at this point is it better to leave them where they are? Have a money question? Email us here Subscribe…
…
continue reading

1
3294: How to Avoid Career Opportunity Costs by Jacob Lund Fisker on True Self-Actualization
9:27
9:27
Play later
Play later
Lists
Like
Liked
9:27Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3294: Jacob Lund Fisker critiques the traditional middle-class career path as a costly distraction from true self-actualization, arguing that blindly pursuing job titles and material rewards ca…
…
continue reading

1
Humanizing the Numbers in Accounting w/ Paul Shrimpling
43:03
43:03
Play later
Play later
Lists
Like
Liked
43:03In this episode of Building the Premier Accounting Firm, Roger Knecht is joined by Paul Shrimpling of Remarkable Practice for a discussion about humanizing the numbers in accounting. They explore strategies for accountants to build stronger client relationships, offer more value, and achieve sustainable success through genuine engagement and unders…
…
continue reading
In this solo episode of What’s Next with Lacey, host Lacey dives into the real power of networking — and why it’s so much more than trading business cards or sending cold LinkedIn requests. She shares personal stories, including how a simple coffee chat led to an internship at The Tonight Show, and why she calls herself the “Queen of Networking.” L…
…
continue reading

1
Episode 290: Facing Fear With: Honesty, Options and Decisions with Dr. Rubina Tahir
36:19
36:19
Play later
Play later
Lists
Like
Liked
36:19What if fear could become the framework for your strength? Chiropractor, business owner, and TEDx speaker Dr. Rubina Tahir joins Melissa Joy, CFP® for an inspiring and deeply personal conversation on navigating fear, health, and money with courage and clarity. Rubina shares her journey as a BRCA1 carrier, her shocking breast cancer diagnosis just w…
…
continue reading

1
Nayo Carter-Gray: How a Poor Review Made the Firm Stronger | The Disruptors
1:02:36
1:02:36
Play later
Play later
Lists
Like
Liked
1:02:36Client conflict became a catalyst for clearer boundaries, better processes, and a more scalable virtual practice. The Disruptors With Liz Farr When Nayo Carter-Gray, founder of 1st Step Accounting, received a one-star Google review from a challenging client, she realized the crucial value of the boundaries she had established for clients. An email …
…
continue reading

1
Why You Should Consider Outsourcing Your Business Accounting: Fan Favorite Replay
36:22
36:22
Play later
Play later
Lists
Like
Liked
36:22I have been in business for a long time now. One thing that I learned early on in my business journey is the importance of having a professional help you with your accounting and taxes. There are so many things that we have to handle and worry about as entrepreneurs. If there is one thing that is important enough to outsource and get help, this is …
…
continue reading

1
Should I Convert My Traditional IRAs to Roth?
23:49
23:49
Play later
Play later
Lists
Like
Liked
23:49I max out my 401(k) with everything going into the Roth option. I still have some pre-tax money left in a traditional IRA, should I convert it? Have a money question? Email us here Sub…
…
continue reading

1
3293: How Basic Knife Skills Can Save You Money by Julien Saunders of Rich and Regular on How to Reduce Grocery Costs
10:06
10:06
Play later
Play later
Lists
Like
Liked
10:06Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3293: Julien Saunders explains how mastering basic knife skills can significantly cut grocery costs by avoiding the hefty markups on pre-cut produce and convenience foods. With a good chef’s kn…
…
continue reading