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Discussions about accounting management, best practices, controls, throughput accounting, and GAAP for the accountant, controller, or CFO.
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
103
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A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
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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 ...
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
171367
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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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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Smithink - helping accountants turn their practices into great businesses
David Smith + Mark Holton, Smithink
481
We provide practical firm innovations, based on the decades we have spent as practicing accountants and business consultants. We know what works best, because we've done it. Smithink provides a wide variety of consulting services and educational events, tools and resources under the one roof. Now including a monthly podcast.
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The latest research and opinion from ACCA’s Professional Insights. We explore the big issues impacting business, the accountancy profession and the evolving world of work. From technology to talent management, our subject matter experts and guests discuss good practice from across industries to help you stay ahead in business and your career.
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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 ...
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Owning, operating, and managing a dental practice can be difficult and sometimes wrought with drama. Meet Dr. Kuba, a private practice owner, and Bethany, a dental consultant, who take real-life examples and talk through issues in an open, honest, and sometimes hilarious manner. Topics are relevant to current dental and employment trends and range from “The Art of Retaining Good Employees” to “The Marriage of Dentistry and Insurance Ending in Divorce” and everything in between. Each episode ...
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Coach 360 is a podcast dedicated to helping high school coaches take their leadership to the next level. In each episode, we'll talk to high school coaches and athletic directors about topics like: developing culture, locker room management, character development, hiring staff, mental toughness, anger management, practice and preparation techniques, and more.
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Join dentist entrepreneurs, and spouses, Dr. Anushka Gaglani and Dr. Abhishek Nagaraj for insights from dental industry experts and innovators on current and emerging trends in business practices, patient care and career development and what it takes to be successful in this dynamic field. Perfect for anyone passionate about business, the future of dental care, and dentists looking to become elite clinicians over time.
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We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant ...
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Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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Want to learn more about Customer Success? On this Customer Success podcast we invite guests from all over the world to open up about their Customer Success strategies and provide you with tactical advice that you can use in your own organization to improve customer retention, increase solution adoption, expand upsell revenues, perfect your renewal processes and gain more advocates. Be sure to subscribe to our podcast to get notified when we upload a new podcast episode!
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Welcome to Practice Partners Podcast, where Ami, a seasoned practice owner, and Zac, a dynamic practice manager, team up to explore the ins and outs of healthcare business management. Together, they share their expertise as consultants for practice owners and managers through their work with Practice Partners, while also operating Ami's own successful medical centre group, Innovate Health. From funny behind-the-scenes stories to real-world challenges and valuable insights, Practice Partners ...
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The DOC Podcast brings you unique educational content taught by Dr. Mike DeLuke, a Board Certified Orthodontist with over 20 years of clinical and academic experience. Dr. DeLuke built his orthodontic practice from scratch in the early 2000s and grew it into a multimillion-dollar enterprise in less than 10 years. He was able to retire from private practice at the age of 46 years old, and now devotes his energy to teaching his colleagues how to succeed both personally and professionally. Dr. ...
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Welcome to The Accountant Quits podcast, an idea born from an inquisitive attempt to find one’s calling. I’m Umar and I will be your host on this series where we look into the impact of blockchain in accounting. From topics around the accounting treatment of cryptocurrencies, the new framework of triple entry accounting, the challenges at hand for audit and tax, and many more, we will look into how the profession of accounting is evolving and how accountants should prepare themselves for the ...
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The AI in Business Podcast is for non-technical business leaders who need to find AI opportunities, align AI capabilities with strategy, and deliver ROI. Each week, Emerj AI Research CEO Daniel Faggella and team interview top AI executives from Fortune 2000 firms and unicorn startups - uncovering trends, use-cases, and best practices for practical AI adoption. Visit our advertising page to learn more about reaching our executive audience of Fortune 2000 AI adopters: https://emerj.com/advertise
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This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Michelle Long and Dan DeLong who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Thursday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour we ...
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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So, you’re a new lawyer or you’re new to practicing solo. You’ve got your game plan. Now what? First, know that you’re not ‘alone. It’s the fastest growing segment of the legal profession. Welcome to New Solo here on the Legal Talk Network, where you’ll learn a lot about practicing law. SOLO!
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On the show you can expect to hear from everyone: from the intern, to the IT audit director, CAE and audit committee members because all of their opinions are important. We’ll talk about integrating tech into audit, how to get quick wins, the latest SOX guidance and whatever other topics the guests want to talk about and whatever you want to hear about. Be sure to subscribe to the show in whatever you’re listening to it on now and we’ll talk to you soon.
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From building repairs and maintenance, energy upgrades, insurance, lobby redesigns, accounting and financing - the challenges facing co-op and condominium board directors are endless. In this series, Habitat Magazine editors interview New York City experts to learn how problems have been solved at their client co-op and condo buildings. We take a deep dive into the issues being confronted, the possibilities for solutions, the costs, the challenges, and the outcomes. Habitat Magazine, founded ...
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The KaiNexus Continuous Improvement Podcast features content from our webinars. We also share conversations with KaiNexus team members and customers from time to time. This podcast brings you information about continuous improvement best practices, employee engagement, lean, six sigma (and related improvement disciplines) and more. Join us as we explore the nuances of creating a culture of continuous improvement, no matter your level of expertise or your industry.
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In organizations around the world, leaders are facing a deluge of urgent issues: a crisis in employee engagement, the need to make workforces more diverse, and the challenge of making workplaces feel human in an era of increasing dependence on technology and remote communication. At the NeuroLeadership Institute, we believe brain science can help provide solutions. Join us on Your Brain At Work, the official podcast of the NeuroLeadership Institute — where top researchers and thought leaders ...
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CAS Minute is your go-to podcast for actionable insights, strategies, and expert advice to elevate your Client Accounting Services (CAS) practice. Hosted by Roman Villard, CPA, each bite-sized episode dives into key topics like CAS sales, tech stack optimization, operational efficiency, and building a culture that retains top talent. Whether you’re looking to scale your firm, implement the latest accounting technologies, or master the art of advisory services, CAS Minute delivers the tools a ...
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If you want to build an accounting or bookkeeping firm that gives you joy, you need to stop, and focus. Learn strategies and best practices for practice management and earn FREE CPE while you're at it!
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Are you tired of the hassle and stress of managing your accounting practice? Look no further than Taxaroo - the ultimate practice management solution designed specifically for accounting professionals like you. Taxaroo is your one-stop platform to revolutionize the way you run your accounting practice. Say goodbye to the chaos of spreadsheets, scattered client data, and manual invoicing. With Taxaroo, you can effortlessly streamline your practice, boost productivity, and provide top-notch se ...
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Physician Family Finances Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
1118
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Tired of the same old nonsense in the aesthetics industry? Craving unfiltered insights to take your practice to the next level? Look no further than The Scalpel of Truth Podcast, hosted by Leisa Krauss, The Bitch'n Beautician. With three decades of experience, Leisa peels back the surface to reveal the truth behind medical aesthetics. Each episode dives deep into the hottest topics, delivered with precision and punch. From provocative Rant-a-roonies to practice growth strategies, The Scalpel ...
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Small Law Firms often start from the practice of law and not as a business venture. This ends up causing the growth of the firm to be much longer and more painful than it needs to be. If you started a Law Firm with the intention of increasing your impact, freeing up your time and having all the money you will ever need then the strategies we discuss will be priceless for you. Profit with Law is a show focused on the business of running a law firm as a profitable venture. Packaging and pricin ...
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Treasury and payment news and analysis from CTMfile, your source for up-to-date cash management insights and information.
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From locking in tech vendors to booking high-impact speakers to ensuring the cocktail hour goes off without a hitch, planning meetings or events can be a daunting task, and the likelihood of something going sideways is inevitable. No matter your experience level or the number of events you've planned. Brought to you by eSpeakers, No More Bad Events is the professional event planner's best resource for navigating this tenuous universe towards event perfection every time. Hosted by Scott Bloom ...
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Learning for Good | L&D Solutions and Leadership Development for Nonprofit Organizations
Heather Burright, Learning and Development Leader, Leadership Development Consultant, Instructional Designer.
0137
As nonprofit learning and development leaders, we want a seat at the table. We want to be viewed as true business partners who can help solve problems. We want to create meaningful learning solutions that fit in the flow of work and yield real results for the organization and for the staff. That's why in this podcast, we will not only explore instructional design and leadership development best practices, but we will also explore change management, belonging, and influence - helping you buil ...
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A podcast series on running a successful and sustainable advice business, brought to you by Professional Planner
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav
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Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
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Concierge Medicine Today's "DocPreneur Leadership Podcast" has become a trusted voice and is a recorded history of membership medicine in all it's various forms. From Concierge Medicine to Direct Primary Care (DPC) and everything in between it unpacks unique entrepreneurial insights in healthcare ranging from hospitality in healthcare from a patient perspective to interviewing healthcare leaders, Physicians, PAs, NPs, insurance and payor connections, attorneys, interior designers and more. T ...
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Transform your accounting workflow with Taxaroo's cutting-edge task management software designed exclusively for accountants. Say goodbye to the chaos of tax season and embrace a seamless and efficient approach to managing your tasks. Our intuitive platform streamlines your daily operations, allowing you to prioritize, delegate, and track tasks effortlessly. With customizable features tailored to meet the unique needs of accountants, Taxaroo ensures that you stay on top of deadlines, collabo ...
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Welcome to TRUE Wellness with Dr. Dee—where we are redefining health and empowering change. Hosted by Dr. Dee, creator of the T.R.U.E. Wellness Framework, this podcast is your gateway to unlocking true health and vitality. Each episode explores the foundational components of TRUE Wellness, including personalized health protocols, connecting with your body, balancing hormones, managing stress, and cultivating emotional well-being and self-growth. Through thought-provoking interviews with lead ...
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Discover advanced strategies for firms to excel in the dynamic accounting industry with Accountants 2.0. Each episode connects you with a network of growth-focused professionals, delving into innovative technologies and strategies to boost your professional impact. We're committed to guiding you in enhancing your firm's profitability, team cohesion, and management efficiency. With Accountants 2.0, you're not only adapting to change – you're at the forefront, shaping the future of accounting. ...
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We are often distracted in life and never really dive deep into the real foundation of self improvement, goal achieving, and wellbeing. - Join our team of experts every week as we discuss the real facets of manhood. Topics like: How to develop more self esteem, self love, deeper relationships. How to improve our wellbeing, mental toughness, resilience, and productivity. How to develop critical skills, become better leaders, expand our careers/business, create financial security and contribut ...
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Unlock the full potential of your CPA firm with Taxaroo, the premier management software designed specifically for accounting professionals. Say goodbye to tedious paperwork, data entry errors, and time-consuming processes. Taxaroo streamlines every aspect of your practice, from client management to tax preparation, so you can focus on what truly matters – delivering exceptional service and maximizing profits. With Taxaroo, you can effortlessly manage client information, track billing, and m ...
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Take the hassle out of tax season and boost your small firm's financial efficiency with Taxaroo's cutting-edge tax software. Designed exclusively for small businesses, Taxaroo simplifies tax preparation, filing, and compliance, saving you time and money. Our user-friendly interface makes tax management a breeze, allowing you to focus on growing your business. Say goodbye to stress and hello to financial peace of mind - choose Taxaroo for small business success. For more detail visit us at ht ...
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Taxaroo is the cutting-edge tax practice management platform designed to revolutionize the way you run your tax business. Say goodbye to the hassle of managing client data, appointments, and documents manually. With Taxaroo, you can efficiently streamline your operations and focus on what matters most – delivering exceptional tax services. Key Features: Client Management: Easily organize client information, track communications, and access historical data in one central hub. Appointment Sche ...
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APA’s Medical Mind Podcast covers the latest in psychiatric medicine and emerging trends in the field of mental health care. APA members and other health care professionals provide insight into the intersection between mind, brain and body. The Medical Mind is the home for all of APA’s podcast content, and features new series and as well as highlights from AJP Audio, Finding our Voice, Psychiatric Services from Pages to Practice, and more. DISCLAIMER: This podcast is subject to the Terms of ...
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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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Leading Practices in Treasury: Bank Account Management Architecture
33:36
33:36
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In this episode, Paul Galloway explores the three-in-one architecture of bank account management (BAM). He explains how visibility, account structure, and bank services come together to reduce risk, improve cash positioning, and support fraud prevention. How can an optimized BAM framework strengthen liquidity and enhance security? Find out in this …
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Allie and Quint talk about utilizing a 529 account.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Sir Darren Jacklin: How to Smash Your Numbers in 2025
35:13
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Show Summary: In this insightful episode of the Grow My Accounting Practice podcast, Sir Darren Jacklin shares strategies to help accountants and business owners smash their numbers in 2025. He highlights the importance of setting clear, measurable financial goals and encourages a shift in focus from revenue to true profitability. Darren also expla…
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#90: Token Launch & Valuation with Neil Thakur from Teknos Associates
1:13:11
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In practice, token launches are often delayed, and that can slow down the entire roadmap of a web3 project. Once there’s a traded price for a token, it’s difficult to walk it back. Post-launch valuations are often magnitudes higher than pre-launch ones. That’s why valuation reports have a limited shelf life, and why getting it right matters. My gue…
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Building a Scalable Firm with Offshoring, AI, and Talent Strategy — with Wayne Findlay
28:58
28:58
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In this episode of The Accountant’s Flight Plan, we are joined by Wayne Findlay—entrepreneur, founder of Findlay & Co., and CEO of The Back Room. Wayne shares his global perspective on how accounting firms can stay competitive in today’s talent-scarce landscape by leveraging offshoring, modern tech, and clear growth paths for team members. If you’r…
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From Trauma to Triumph: Can Your Past Be the Key to Your 7-Figure Future?
51:53
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What if your greatest trauma became the blueprint for your greatest transformation? In this unfiltered episode of the T.R.U.E. Wellness Podcast, Dr. Dee dives deep with Lisa Pezik—award-winning performer, business strategist, and trauma breaker. From battling generational abuse to commanding stages across the globe, Lisa reveals how she turned pain…
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Redefining Success: One Immigration Lawyer’s Path from Burnout to Balance | First Flight #5
43:04
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Can a young lawyer balance motherhood, burnout, and building a solo practice? In this episode of New Solo’s First Flight series, Adriana Linares talks with immigration attorney Kim Felton, whose legal career was born from necessity and built with purpose. After facing rejection while pregnant and being let go from a hostile firm, Kim turned to cont…
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Beyond Straight Teeth: Rethinking Orthodontic Orthodoxy (w/Dr. Barry Raphael) [Ep.108]
1:19:39
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In this episode of The DOC Podcast, I dive into a fascinating discussion with Dr. Barry Raphael, an esteemed orthodontist who has revolutionized treatments to address airway-centered dysfunctions. Together, we explore the importance of early intervention in pediatric airway health, the critical role of soft tissue function in malocclusion, and how …
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Your Accountant Is Probably Costing You Money – Here’s What Great Ones Do Differently - 485
1:07:46
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/485. Most law firm owners think their accountant is doing just fine — but the truth is, if you're only meeting with them once a year, you’re probably leaving serious money on the table. In this solo episode, Moshe Amsel shares real-world examples and practical strategies to help…
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What Smart Manufacturing Leaders Consider Before Adopting AI - with Tim Burge of Aquant
28:47
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Today’s guest is Tim Burge, Director at Aquant. Aquant is an AI platform built for service teams that maintain and repair complex equipment. It gives clear, accurate answers to service questions — from basic fixes to deep diagnostics — so field techs, call centers, managers, and customers can get to solutions faster. Used by top manufacturers like …
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Shaping the Future of Healthcare with AI - with Lyndi Wu of NVIDIA and Will Guyman of Microsoft
39:40
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In this episode of the ‘AI in Business’ podcast, Principal Group Product Manager Will Guyman of Microsoft and Senior Director Lyndi Wu of NVIDIA explore how healthcare providers are deploying AI at scale to drive clinical and operational transformation. With host Matthew DeMello, they discuss the combined power of NVIDIA’s GPU acceleration and Micr…
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Probate & Protection: Christine Roberts, J.D. on Physician Estate Planning
51:35
51:35
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Paperwork is boring, and we all try to avoid it. While estate planning is a lot of paperwork, it is a crucial part of making sure your children and family are taken care of after you’re gone. Listen in as Nate Reineke and Ben Utley chat with special guest Christine Roberts, an estate planning attorney with a background in ERISA law and over 30 year…
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Quint and Allie talk about what to look for if you want a financial advisor.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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3 Interview Hacks to Hire Accounting All-Stars w/ Mark Herschberg
38:23
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In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes Mark Herschberg, author of “The Career Toolkit,” to discuss essential skills for success, effective hiring processes, and the importance of career planning. They explore key skills like communication, negotiation, and leadership, offering actionable insights for both emp…
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The AI Minded Path to Scalable and Responsible Innovation Across the Enterprise - with James Raybould of Turing Intelligence
31:18
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Enterprise leaders are no longer asking if they should adopt AI — the question is how to do it effectively. In this episode, Emerj Editorial Director Matthew DeMello speaks with James Raybould, SVP and GM of Turing Intelligence at Turing, about what distinguishes successful enterprise AI deployments from stalled pilots. Turing is one of the world’s…
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Breaking Through Cultural Friction: The Role of Respect for People (Strengthening Culture for Sustainable Performance)
59:57
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A webinar presented by Scott Gauvin, CEO of Macresco Consulting and the Co-founder of the Respect for People Roadmap Video, slides, and more Learning objectives: Identify the hidden barriers that prevent Lean from gaining traction—and discover practical strategies to overcome them Learn the nine behaviors leaders and employees can adopt to build a …
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PsychNews Special Report: Validity in Psychiatric Diagnosis: Rethinking Mood Disorders
41:16
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In this episode, Dr. Adrian Preda speaks with Dr. S. Nassir Ghaemi about the limitations of the DSM framework in diagnosing mood disorders and explores the case for returning to more valid, clinically grounded approaches. They discuss the historical context of manic-depressive illness, the role of mixed states and mood temperaments, and how reframi…
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Ep 244: Retired CAE Summer Series – Part 2 w/ Dale Jeanes
41:18
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This week on The Audit Podcast, we’re continuing our Retired CAE Summer Series with Dale Jeanes, former General Auditor (CAE) at Truist, where he spent an impressive 34 years. Dale now leads Jeanes Professional Development, where he coaches internal audit, risk management, and finance professionals. In this episode, Dale joins the show to reflect o…
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Leadership, Loyalty & Lines in the Sand: Friendly vs Friends in Med Spa Management
8:10
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Ever overshared with your staff, then felt that awkward shift in energy? Leisa Krauss is here to slice through the leadership confusion with her no-BS take on why med spa owners must stop confusing approachability with friendship—and what to do instead. This episode is a must-listen for anyone tired of being the shoulder to cry on when they should …
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Driving AI in Fraud and AML Compliance for Financial Services - with Nick Lewis of Standard Chartered Bank
20:58
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In this second of a two-part series, Nick Lewis, Managing Director for the High Risk Client Unit at Standard Chartered Bank, returns to the AI in Business podcast to unpack the ongoing transformation of anti-financial crime efforts in an increasingly digitized world. In this episode, Nick and Emerj Editorial Director Matthew DeMello examine the per…
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Claiming Tax Relief Online: How Employees Can Save Money and Boost Take-Home Pay
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Many employees miss out on tax relief simply because they don’t know they’re entitled to it. If you’ve spent your own money to do your job, you may be able to claim that back — and this episode shows you how. In this episode: "Claiming Tax Relief Online: How Employees Can Save Money and Boost Take-Home Pay" We cover what expenses you can claim, how…
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#35 - From Mate to Manager – Making the Shift
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Send us your enquiry or question directly! Stepping into leadership is hard — especially when you’re leading your mates. In this episode of the Practice Partners Podcast, we unpack the tricky transition from peer to leader, including: ✅ Setting healthy boundaries without losing respect ✅ How to communicate with fairness and authority ✅ Dealing with…
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Digital Payment Platforms May Be Secretly Routing Your Building's Money
10:57
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Think your digital payment system is safely depositing maintenance fees directly into your building's account? Think again. This eye-opening episode reveals how a Queens co-op discovered their payments were making mysterious detours through unauthorized intermediary accounts before reaching their bank. Carl Cesarano, managing shareholder at the aud…
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344. Kelli Barnet - The Standard - Coaching at Wichita Falls Memorial
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What happens when tradition meets transformation? For Coach Kelli Barnett, it meant stepping into a brand-new role at Wichita Falls Memorial High School—formed from the consolidation of three legacy campuses—and turning a blank slate into a platform for something extraordinary. In this episode of Coach 360: Beyond The Game, Coach Barnett shares how…
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Bethany’s dad, Dr. Jones, is back!! In this episode, he and Bethany discuss the importance of recognizing that restless energy and even apathy that some team members experience in the summer months. It is hard to stay focused on work when we really want to play. Yet, the summer months can often be productive months for the practice IF we have a tea…
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Three Non-Training Solutions that Improve Staff Accountability
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Improving staff accountability doesn’t always require a training program. In fact, some of the most effective strategies for nonprofit leadership development and team performance don’t involve training at all. In this episode of Learning for Good, I share three powerful non-training solutions to boost accountability, enhance team culture, and drive…
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Quint and Logan talk about the differences in mutual funds and ETFs and what to use in your portfolio.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Ep 243: Retired CAE Summer Series – Part 1 w/ Robert Brewer
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This week on The Audit Podcast, we’re kicking off our Retired CAE Summer Series with Bob Brewer, former Chief Audit Executive at Las Vegas Sands and former Chief Compliance Officer at Office Depot. With almost two years of retirement under his belt, Bob joins the show to reflect on his career from a fresh perspective. In this episode, he shares wha…
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Join us this Wednesday for a new episode where Roger discusses hiring and negotiation with Mark Herschberg.By Roger Knecht - Universal Accounting Center
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Evolving Expectations in Fraud and Risk Response from Dispute to Detection - with Naveen Kumar of Walmart
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Fraud in retail is evolving fast — from return scams to first-party misuse that blurs the line between customer error and criminal intent. In this episode of the ‘AI in Business’ podcast, Naveen Kumar, Director of Financial Crimes at Walmart and former PwC fraud specialist, joins Emerj Editorial Director Matthew DeMello to discuss how AI, automatio…
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Episode 409 - Whiplash, Retirement Account Opportunities and Mistakes During Market Volatility
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Significant fluctuations in the stock market, along with increasing discussions about a potential recession, can certainly unnerve most investors. Some, however, view this as an opportunity, while others resort to panicked decisions that create even more unnecessary pain. Clearly, it is important for all of us retirement account savers to identify …
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Today’s show will feature special guest Bob Simpson, the star of the local Social Security scene who kept his shirt on and was still famous. The fact that we were able to lure him out of his recent retirement to come on and speak to us about Social Security is a gift in and of itself, which we think you’ll love! We’ll review all the goings on with …
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Rewind : Simplifying the Accounting Model for the Entrepreneur w/ Femke Hogema
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Join us as we revisit this conversation from 2021! Femke returns to discuss with Roger the power of numbers in business. Consider the benefits that come when helping clients manage their businesses with budgets and forecasts. It’s helpful to show clients the consequences of their decisions using a proforma. They also discuss the mental and emotiona…
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Meet Coach NILES: A Next Generation Approach to Coaching Through AI
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Meet the world’s smartest leadership coach, NILES, NLI’s Neuro Intelligent Leadership Enhancing System. Designed to make leaders smarter, faster.In today's tricky environment, leaders are under pressure to do more with less, juggling multiple responsibilities with limited resources. What leaders need is an AI tailored to meet their specific challen…
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Quint and Allie take a question about when to use fast cash.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Leading Practices in Treasury: Process Mindset
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Episode four features Pushpendra Mehta and Paul Galloway, Senior Director of Advisory Services at Strategic Treasurer, discussing Process Mindset. Listen in for valuable insights. You can access the ebook Leading Practices in Treasury or its audiobook version by visiting: https://strategictreasurer.com/ebook-leading-practices-in-treasury/?utm_sourc…
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Building Better PCB Layouts with AI Driven Optimization - with Alain-Sam Cohen of InstaDeep
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Today’s guest is Alain-Sam Cohen, Head of Product at InstaDeep—an AI firm using reinforcement learning and other advanced techniques to solve complex design and optimization problems across industries. It may not make headlines like generative AI, but for manufacturers and engineers, PCB design remains one of the most time-intensive steps in buildi…
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The pluses and minuses of earning an accounting PhD.
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Donna Lim: Journey with Profit First and Insurance Agents
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Show Summary: In this episode of the Grow My Accounting Practice podcast, Donna Lim shares her powerful journey with Profit First and how it transformed both her business and the insurance agents she serves. Once a reluctant accounting firm owner who found the profession “boring and sterile,” Donna realized her deeper calling was to support busines…
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Feeling Burned Out? Could Ayurveda Be the Missing Link to Your Energy and Focus?
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What if the key to high performance isn’t more hustle—but ancient wisdom? In this eye-opening episode of the T.R.U.E. Wellness Podcast, Dr. Dee sits down with Monica Bloom, Ayurvedic coach and modern-day wellness alchemist, to explore how 5,000-year-old principles can radically transform the chaos of modern life. From corporate burnout to hormone i…
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A Focus on Diagnosis & Preventative Care in Orthodontics (w/Dr. Jack Fisher) [Ep.107]
1:22:34
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In this episode of The DOC Podcast, I’m joined by Dr. Jack Fisher, an esteemed orthodontist with decades of experience in both clinical practice and education. Dr. Fisher shares his journey, from overcoming dyslexia and ADD to becoming a pioneer in the use of temporary skeletal anchorage devices (TSADs) and CBCT imaging for orthodontic diagnosis an…
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The Role of Identity in Achieving Success: Eric Morin, President of Tower Leadership
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35:48
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If you own a dental practice, are you an entrepreneur or are you just self-employed? Our guest today on Filling You In, Eric Morin, has helped many dentists understand the difference and transform their practices into wealth-generating enterprises. “If you're truly an entrepreneur, that means you're investing in scale, leadership, and have a greate…
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Your Growth Problem Isn’t Marketing — It’s the Sales Disconnect (with Margarita Eberline) - 484
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/484. Most law firm owners think they have a marketing problem… But what if the real issue is what happens after a lead comes in? In this episode of Profit with Law, CMO Margarita Eberline reveals why most firms are leaving money on the table — not because of weak marketing, but …
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Leveraging Data to Scale Drug Development Globally - with Damion Nero of Takeda
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Today’s guest is Damion Nero, Head of Data Science at Takeda Pharmaceuticals. With over 15 years of experience applying AI, machine learning, and real-world data to drug development and precision medicine, Damion joins Emerj Managing Editor Matthew DeMello to explore the evolving role of AI in drug development and supply chain management. He breaks…
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Rethinking Customer Experiences with AI-Driven Conversations - with Alan Ranger of Cognigy
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With customer expectations at an all-time high, even one broken interaction can result in permanent brand damage. In this episode of ‘AI in Business,’ Cognigy Chief Marketing Officer Alan Ranger joins Emerj Editorial Director Matthew DeMello to explore how conversational, generative, and agentic AI are reshaping contact center strategy across telec…
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529 Saving Surprises: What Can Physicians Do With an Overflowing College Fund?
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28:27
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We all love it when something costs less than we think it will, especially something pricey like college. If you plan to send your kids to a private university and they go to a state school, what can you do with the extra money? Listen in as Nate Reineke and Ben Utley celebrate graduation season and break down the most effective ways to save for co…
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