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Accounting Practice Management Podcasts

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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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Policy & Insights

ACCA Insights

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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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Accountant's Flight Plan

Brannon Poe; Poe Group Advisors

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Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are ...
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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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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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Creative Agency Account Manager Podcast

Jenny Plant - Account Management Skills Ltd

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This podcast is for you if you are managing day to day client relationships in a creative agency. The aim of the podcast is to share insights and tips to help you add more value to the client's business, strengthen your relationships with your clients, develop your skills in account management and grow your agency's business.
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The Cult of Pedagogy Podcast

Jennifer Gonzalez

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Teaching strategies, classroom management, education reform, educational technology -- if it has something to do with teaching, we're talking about it. Jennifer Gonzalez interviews educators, students, administrators and parents about the psychological and social dynamics of school, trade secrets, and other juicy things you'll never learn in a textbook. For more fantastic resources for teachers, visit http://www.cultofpedagogy.com.
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Filling You In: A Dental Podcast with A-Squared

Dr. Abhishek Nagaraj, Dr. Anushka Gaglani

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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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Count Me In®

IMA® (Institute of Management Accountants)

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IMA® (Institute of Management Accountants) brings you the latest perspectives and learnings on all things affecting the accounting and finance world, as told by the experts working in the field and the thought leaders shaping the profession. Listen in to gain valuable insight and be included in the future of accounting and finance!
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Accounting High

Accounting High

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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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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 ...
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Medical Entrepreneur

Adam Sewell, Jennifer Sewell

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Healthcare professionals are overworked and underpaid. I’m here to tell you it doesn’t have to be like that… Learn more at: https://medicalentrepreneur.org/ My name is Adam Sewell MD and I invite you to take control of your own destiny by becoming a medical entrepreneur today. One vision, one purpose... Freedom through prosperity!
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The DOC Podcast

DeLuke Orthodontic Coaching, LLC

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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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Building a business shouldn't mean losing your mind. Strategy, Solutions, & Sanity is the real-world business podcast for owners and leaders who are serious about scaling — but don't want to drown in chaos while doing it. Host Samantha C. Prestidge cuts through the noise with practical insights on hiring, delegation, team building, operations, and leadership for family businesses and second-stage entrepreneurs. (No vague "10x your mindset" fluff here — just the strategies, systems, and sanit ...
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Join your host, Laurence Whittam, on a groundbreaking podcast journey tailored for the modern accounting professional. ”Business Beyond Borders” delves deep into the world of accounting, offering a fresh perspective that transcends traditional boundaries. Each episode is a treasure trove of knowledge, focusing on trends, strategies, and the transformative power of staffing, outsourcing, and offshoring. Why This Podcast? - Explore Beyond Borders: Uncover the potential of global staffing solut ...
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The Better Leadership Team Show helps growth-minded, mid-market CEO's to grow their business without losing their minds. It’s hosted by Leadership Team Coach, Mike Goldman. If you find yourself overwhelmed by all of the obstacles in the way to building a great business, this show will help you improve top and bottom-line growth, fulfillment and the value your company adds to the world. If you want to save years of frustration, time and dollars trying to figure it out on your own, check out t ...
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QB Power Hour Podcast

Dan DeLong & Matthew Fulton

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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 Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Tuesday 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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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 ...
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Lawyerist Podcast

Lawyerist.com

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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 today’s 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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The Group Practice Exchange

The Group Practice Exchange

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I hope you find the podcast topics useful in growing and thriving your group practice. If you have a specific topic you would like me to discuss in an episode, I’d love for you to leave me a message at [email protected]. The goal of this podcast is to help practice owners learn ways to grow their practices. Hear about all the topics that related to group practice ownership. Hear other group practice owners talk about how they run their business. From start up to thriving, ...
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New Solo

Legal Talk Network

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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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Excel Tips

CPA Australia

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Excel Tips is a podcast for accounting, business and finance professionals who are looking to sharpen their spreadsheet skills and learn new hacks and tricks from Neale Blackwood CPA, a Microsoft Excel expert. Excel Tips helps spreadsheet users discover Excel’s hidden features and shortcuts and understand how best to apply the newest features and functionality. The podcast is a companion to regular articles in INTHEBLACK, CPA Australia’s award-winning business magazine. Every podcast episode ...
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Are you a full-time mom and/or caregiver drowning in debt? Do you feel overwhelmed by paying bills on time, daily grocery shopping, and constantly running low on gas? Are you missing out on your life, continuing to drown in debt? Do you wish you had the step-by-step guidance to attain your desired financial stability? Would you like to invest more and spend less? Are you ready to start living your dream with peace and confidence, and do things that bring you joy while caring for your loved o ...
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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 The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar ...
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Lead Culture with Jenni Catron

Art of Leadership Network

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Navigating the complexities of leadership can be daunting and overwhelming. With Jenni Catron and her guests as your trusted and experienced guides, your leadership journey can become less overwhelming and more fulfilling. Jenni and the 4Sight team want to help you become a healthy leader who leads a thriving organization. Listen to discover the tools and wisdom you need to gain the 4Sight for success!
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Recorded live from NC State’s GES Colloquium, this show explores how biotechnologies move from lab to life: microbiome engineering in buildings, CRISPR in agriculture and forestry, gene drives and integrated pest management, data governance and benefit-sharing, risk analysis and regulation, sci-art collaborations, and practical models of responsible innovation and public engagement. Episodes feature researchers, students, and community partners in candid conversations about decisions, trade- ...
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The Fine Homebuilding Podcast

Fine Homebuilding Magazine

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The Fine Homebuilding Podcast is all about answering YOUR construction, design, and building science questions. From foundation waterproofing to roof flashing, we take on your building, remodeling and design challenges with the know-how of North America’s most-trusted home building brand. -- Every Friday, we discuss listener questions and offer advice following best-practice building techniques and principles. We love hearing from you, so if you have a question or project you want us to dig ...
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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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Welcome to the leadership podcast that cuts the corporate crap and delivers real leadership strategies for entrepreneurs, business leaders who act like one, and high-performers who are f$cking done with mediocrity. If you're ready to get actionable leadership tools that boost team performance, drive growth, and lead with clarity (PLUS confidence!), this podcast is for you (and your team! Pass on the advice!). Hosted by Wingspan Performance® Founder & CEO, Cathy Maday, and VP of Operations an ...
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The DocPreneur Leadership Podcast

A Conversation Designed FOR Healthcare Professionals.

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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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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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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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JavaScript Jabber

Charles M Wood

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Stay current on JavaScript, Node, and Front-End development. Learn from experts in programming, careers, and technology every week. Become a supporter of this podcast: https://www.spreaker.com/podcast/javascript-jabber--6102064/support.
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In the United States, according to Gallup, nearly 70% of employees are not engaged in their work. Disengagement negatively affects profitability and productivity. I believe there are 3 ways businesses can improve engagement. One, they inspire with a clear vision. Two, they practice open-book management. Three, they intentionally build collaborative, accountable, strength-focused teams. My intention is to inspire owners considering a new way to run their business and to encourage those curren ...
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Speak Up

Speak Up: A Speech Pathology Australia Podcast

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The Speak Up podcast by Speech Pathology Australia highlights conversations with esteemed contributors in the speech pathology space. We explore key issues in the profession, in a short and easy to listen to format. Free access to audio transcripts, and where relevant resource / reference lists, for all Speak Up Podcast episodes are available via the Association’s Learning Hub, you will need to sign in or create an account. 1. Go to: www.speechpathologyaustralia.org.au/Public/…e616542. 2. Fi ...
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Engage to Lead is your go-to podcast for bite-sized, actionable lessons on Customer Success, Account Management, and Leadership. In just 10 minutes per episode, we break down real-world insights, mistakes, and strategies to help you engage customers, empower teams, and drive success—without the fluff. Because whether you're leading a customer or a team, engagement is the key to success. 🎧 Listen now and start leading through engagement!
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Welcome to Latino Pro's Podcast, the go-to show for entrepreneurs, law firms, and busy professionals ready to scale smarter with elite virtual talent from Latin America. Each week, we explore how Virtual Assistants—from Paralegals to Medical Scribes, Marketing Experts, and more—are transforming the way businesses operate. Hosted by the LatinoPro team, we deliver quick, actionable episodes packed with real success stories, hiring tips, and productivity hacks to help you delegate better, cut o ...
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A show hosted by me, David Ventura, a specialist in training, educating and consulting on practical strategies for harnessing the power of Key Account Management (KAM) in SME’s today. I am also the principal KAM consultant and Managing Director of www.kamguru.com. In a world of diminishing customer loyalty, what can business leaders do to retain their top customers, while still adding value. In this podcast I explore some hands-on tips and tactics you can implement today – to remarkably shif ...
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Firms scale back initiatives even as governing bodies warn diversity is key to the profession’s future. Accounting Influencers With Rob Brown The accounting profession is facing a turning point as major firms scale back diversity, equity, and inclusion (DEI) initiatives, raising concerns about how the shift could affect talent recruitment, retentio…
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Join us as we revisit this conversation from 2021! Have you ever wondered if your clients would come back to you? Do you ask yourself if they understand and see value in the services you offer? Wouldn’t it be nice to have a client say you’re not charging enough? These are the questions Bob would ask himself but then one day it changed. Listen as Bo…
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Our guest today is Shareef Mahdavi. Shareef Mahdavi created the PX90 Practice Transformation program as the latest expression of his three-decade career helping doctors, practices, and companies in elective, self-pay medicine succeed by focusing on patient experience. PX Ninety is an immersive, action-driven program that helps healthcare profession…
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Keep 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,…
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Doug says that ground water is regional. Hunter asks about the effectiveness of two radiant barriers. Michael inquires about insulating a 200 -year old stone farmhouse. Chris is considering a ceiling update in his family’s’ A-frame. Grant and Mike help Patrick help listeners address updating old houses dating from the 1700’s to the 1980’s. Insulati…
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Quint and Logan talk about market cycles and what they have learned from them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.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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Show Summary: In this episode, Erika Jones explains how accounting professionals and business owners can identify profit leaks, adjust their pricing and cash flow strategies, and implement a CFO-backed system that makes profitability predictable rather than accidental. She also shares how she combines the Profit First framework with her proprietary…
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Guest Andrew Schierberg is a former police officer and a police chief who opened his own solo law firm two years ago and has been growing it ever since. What does he miss from his first career, and what has he learned as a lawyer? As the firm has evolved, there has been some rebranding and the addition of new attorneys, employees, and tech tools. T…
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In episode 579 of Lawyerist Podcast, learn how to manage your IOLTA accounts correctly and avoid disciplinary pitfalls. Stephanie Everett talks with Amy Woods, founder of IOLTA Consulting, about the most common mistakes lawyers make with trust accounts and what to do instead. Amy explains why outstanding checks can create big compliance risks, what…
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On this episode of The DOC Podcast, I host visionary orthodontist Dr. Ilya Lipkin. Dr. Lipkin discusses his groundbreaking work with Mini Screw Assisted Rapid Maxillary Expansion (MARPE) and shares his journey, from overcoming academic challenges in the Soviet Union to becoming a pioneer in airway-focused orthodontics. Learn about the clinical and …
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Combine 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…
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The Breaking Point: When Stress Nearly Killed a Doctor Dr. King's wake-up call came when blood work revealed she was pre-diabetic with microvascular heart disease and stage 3 kidney dysfunction - all from the chronic stress of insurance-based practice. 00:00 The Final Straw: 18 Years to Rock Bottom 01:00 From GYN Surgeon to Longevity Medicine Pione…
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On 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 …
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What does it really mean to run a values-aligned practice? As a group practice owner, I’ve learned how powerful it is to build a culture that actually reflects our values. In this episode, I sit down with my friend Tara Vossenkemper to answer the question “what is EOS?” and explore how it helps us create a true values-driven meaning in our practice…
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In 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 …
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Structured 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…
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The Journey from Traditional PT to Concierge Care Dr. Ryan Nordell's transformation from insurance-based physical therapy to concierge practice began after witnessing his brother's recovery from a traumatic brain injury. Initially drawn to orthopedic surgery, he chose physical therapy to spend more time with patients but became frustrated with insu…
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Quint and Logan talk about Roth Conversion and how it may work in your financial plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.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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In 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…
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In this week’s episode dual-qualified speech pathologist and clinical psychologist, Natalie Manley, speaks about supporting children with co-occurring Developmental Language Disorder (DLD) and Attention Deficit/Hyperactivity Disorder (ADHD). She discusses cognitive and linguistic characteristics of these kids, and strengths-based approaches to moti…
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How do you build a business when you have little money for sales and marketing? That’s a question I field in this piece. Most small businesses fail because they don’t do sales well. Join me as we look into this. ************************************************************************ Dave Kahle’s goal is to provide sales leaders and small businessp…
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Client 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 …
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In this episode, I sit down with Pete Steege, growth strategist, author of Radical Clarity, and founder of B2B Clarity. Pete helps accidental CEOs—technical experts turned leaders—gain radical clarity, lead with purpose, and accelerate business growth. We explore his four waves of meaning (uncover, deploy, scale, sustain), the Truth Chain framework…
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In this episode of the Lead Culture Podcast, Jenni Catron is joined by Dr. Barry Jones and Camille Holland from Irving Bible Church to explore the “Commit” phase of the Lead Culture Framework—a crucial stage in sustaining organizational culture. Culture isn’t something you build once and forget. Momentum naturally fades, values get fuzzy, and behav…
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In this episode of the MGMA Insights Podcast, host Daniel Williams speaks with Jon R. Ewing, Chief Operating Officer at the Women’s Clinic in Jackson, Tennessee, and MGMA’s 2025 Legislative Liaison of the Year. Jon shares how he unexpectedly entered legislative advocacy, the importance of bridging policy and practice, and what medical group leaders…
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In this episode of JavaScript Jabber, I sit down with Ryan Carniato, creator of SolidJS, and Tanner Linsley, the force behind TanStack, for a deep-dive conversation on the resurgence of Remote Procedure Calls (RPC) in modern web development. We explore why RPC is making a comeback, how frameworks like Solid, TanStack, and others are shaping the way…
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In this episode, we delve into what it takes to trust someone enough to hire them as an assistant. We'll explore past discussions on delegation strategy and the essentials for onboarding an assistant. The focus will be on overcoming trust issues—fear of poor performance or exposing personal work details—and what to look for during the hiring proces…
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SHOW NOTES: In this episode of the Simple Money Systems podcast, we’re diving into a topic that hits close to home for so many of us — the way we quietly downgrade our dreams because of financial fear or overwhelm. If you’ve ever said, “I’ll do that someday… when the money’s right,” this episode is your wake-up call and warm hug all in one. I’ll sh…
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Meet at the intersection of people, process, and purpose. By Rory Henry CFP®, BFA™ For CPA Trendlines When firms talk about growth, they usually point to increases in revenue, staffing, or service lines. But as coaches Will Hill and John Fenton remind me in our recent panel, the true drivers of sustainable growth are people, process, and purpose. W…
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Quint and Logan talk about how to strategically take advantage of your capital gains bracket in years with lower income. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.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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The rise of artificial intelligence has opened up exciting opportunities for accounting firms to deliver more value through advisory services. But with so much information available, how can you leverage AI effectively? How do you turn it into a service that clients find valuable and are willing to pay for? And, importantly, how do you price that s…
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AZ opens the door to multidisciplinary firms, and Big Four competitors are watching closely. Accounting Influencers With Rob Brown Accounting and law have long existed in parallel, separated by strict professional boundaries. That wall may be crumbling. KPMG is moving to become the first Big Four accounting firm in the United States to own a law fi…
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Join us as we revisit this conversation from 2021! It is worth it! Ashley has some powerful words to share when building an accounting business. First for foremost, invest in yourself, you are your greatest asset. What do you need to do to improve your worth, the confidence and competence you need to offer quality accounting services? Listen as Ash…
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Show Summary: In this episode, we explore the future of accounting in the age of AI and what firms need to do to stay ahead. From the growing risk of transactional work becoming undervalued to the reality that software providers like Intuit and Xero won’t be protecting accountants, the conversation gets straight to the point: AI won’t replace accou…
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Show Summary: In this episode, we dive into a new book by Kayla Caldwell, Profit First Professional, founder of KC Virtual Bookkeeping, and creator of the PEACE framework. The PEACE Strategy combines the practical money management principles of Profit First with intuitive strategy and nervous system-aware business design. Built around five pillars—…
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Will says a heat pump water heater was a no-brainer investment. David shares a story about attracting workers to the skilled trades. Evan has been thinking about the challenges of running wires behind baseboard. Jim wonders why the Podcast is suggesting propane for off-grid second homes. Ian and Randy help Patrick respond to listener feedback and a…
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Your job title doesn't define you. Your 'and' does. Gear Up for Growth With Jean Caragher For CPA Trendlines “If we make sure that people are doing their ‘ands,’ they’re going to accidentally do their best work,” says John Garrett, author of "What’s Your ‘And’?" and stand-up comedian. During his appearance on Gear Up for Growth, hosted by Jean Cara…
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Quint and Allie break down how the FED changing interest rates influences the rest of the bond market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.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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ProAdvisors have always been a great source of referred subscriptions, but did you know there are several avenues for Accountants to earn income depending how the services are created. We'll discuss the pros, cons, and key differences between QuickBooks revenue share models so you can confidently choose the best fit for your accounting practice. QB…
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Ashu Sharma, a fraud expert, discusses the evolving nature of fraud, emphasizing the shift from opportunistic to systematic fraud, where entire organizations can be compromised. He highlights the importance of understanding and addressing the cultural aspects that enable fraud, such as incentive structures and fear of retaliation. Sharma criticizes…
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In episode 578 of Lawyerist Podcast, six-time USA Memory Champion and Grand Master of Memory Nelson Dellis shares practical strategies to strengthen recall, sharpen focus, and build a healthier brain. Far from the myth of “photographic memory,” Nelson explains how anyone can improve memory using techniques like memory palaces, visualization, and st…
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SHOW NOTES: In this episode, we dive into the powerful transition from perfectionism to prosperity. If you’ve ever felt paralyzed by the idea of doing everything perfectly — whether it’s budgeting, saving, or managing debt — you’re not alone. Host Diana Galas shares a personal story about her own struggle with perfectionism and how it nearly kept h…
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Episode Summary: In this episode of The DOC Podcast, I welcome Mr. Erik Brenner, a private wealth advisor with over 30 years of experience and the President and CEO of Hilltop Wealth and Tax Solutions. Erik is also the author of the Amazon bestseller, "The Personal CFO Revolution: A Comprehensive Guide to Navigating Your Retirement." Together, we b…
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