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Accounting Practice Sales 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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The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You’l ...
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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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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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CAS Minute

Roman Villard, CPA

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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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Welcome to 'It Depends', a sales tax podcast hosted by Brian Greer and Jeff Meigs from TaxConnex. In this podcast, we’ll be exploring different aspects of sales and use tax. So whether you’re a tax pro or a novice, in industry, school or a practicing CPA, tune in and join us as we attempt to simplify the complexity of the sales tax world. This is ‘It Depends.’ Because with sales tax, there is rarely just one answer. And often that’s our answer to many questions – it just depends. Brian - Chi ...
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Breaking BizDev

John Tyreman & Mark Wainwright

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What does "business development" mean, anyways? On Breaking BizDev, John Tyreman and Mark Wainwright break down, beat up, and redefine that nebulous term 'business development' for the modern professional services firm. Subscribe to this podcast to get sales and marketing advice that you can actually put into practice right away. Whether you're an expert doer-seller, firm owner, or a dedicated sales/marketing pro, each episode will help you understand your buyers and win new business. Subscr ...
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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.
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In the age of FAKE NEWS, brave souls are needed to fight through the noise and give accountants in practice the support and information they deserve. David Boyar and Paul Meissner share a passion for the role Accountants play in the Australian economy. As the engine room of the economy, small - medium businesses rely on their accountant for technical knowledge, business acumen and professional (and often personal) support. As the way accountants work (through technology) and service (through ...
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The 15-Hr Accountant Podcast is a podcast for accountants, CPAs, bookkeepers and fractional CFO who are starting (or thinking about starting) their own accounting practice. The podcast focuses on the key building blocks of a hyper-lean, six-figure-plus profitable accounting firm that allows for work-life balance. The perfect podcast for accountants who want to balance parenthood, grandparenthood, easy into retirement, or recover from burnout!
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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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Outbound Sales Lift

Tyler Lindley

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Explore the human side of sales and business with host Tyler Lindley. Leaders in their field share a dose of inspiration through stories about life and business. Sales professionals provide tactical tips you can put into practice today. It all comes together to help you chart your path forward. Achieve your goals on your terms — get inspired by stories from extraordinary people, elevate your performance with the latest outbound tactics, and find the lift you need to take your career to the n ...
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MDRT Podcast

MDRT Podcast

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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at [email protected]. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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No More Bad Events

Scott Bloom, eSpeakers, Joe Heaps

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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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Now is the time of the Pioneering Practice! Best selling author and marketing expert Amanda C. Watts shares her book 'The Pioneering Practice' as an audiobook. Described as 'The number 1 authority in marketing for accounting firms in the world' Amanda's insights will transform the way you market your accounting practice. LEARN HOW TO MOVE WITH THE TIMES AND NOT GET LEFT BEHIND. There is becoming a strong divide in the accounting industry. There are accounting practices that are pioneering th ...
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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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B2B Marketing Exchange

Demand Gen Report

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The B2B Marketing Exchange Podcast features candid insights from those who live and breathe B2B. Every week, we'll feature the industry's top influencers and practitioners, who will touch on top-of-mind topics around content strategy, demand generation, account-based marketing, and sales enablement. Subscribe now to get a front-row seat to intimate conversations and top-rated talks from our premier events.
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Pedro Oliveira is a seasoned leader in the brewing industry, recognized for his expertise in driving innovation and strategic growth. With a proven track record at Kerry Group, where he served as RD&A Senior Scientist and Global Brewing Innovation Lead, Pedro Oliveira spearheaded groundbreaking projects in alcoholic and non-alcoholic beverages, pushing the boundaries of brewing technology. Now, as Global Business Development Director at Totally Natural Solutions Ltd., he leads high-impact sa ...
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Talking about Coaching

Yannick Jacob, Siwash Zahmat & Nicki Drab

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Does what it says on the tin: We talk about coaching. We, that is Yannick, Siwash and Nicki. We love coaching, collectively got a tonne of experience, knowledge and charm; and we all felt it was time to give something back to our wonderful coaching community. Whether you're a life coach, work with organisations or practice any other form of coaching, you can ask us anything and we'll discuss it for and with you so you can learn, grow and develop your practice and business skills!
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Business Essentials talks to those at the forefront of business success who are willing to share their experience and expertise with you. Each episode provides relevant, reliable and up-to-date topics on how to grow your business. We interview experts on leadership, innovation, sales and marketing, customer service, and more. And we speak with leaders in business who have faced challenges and achieved success themselves, and who provide their own insights on what it takes to be successful.
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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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Welcome to the Hardtofindseminars.com Unique Selling Proposition (USP) Podcast. I have searched my archives for my most powerful audio consultation on the subject of USP. Many of these recordings are actual consulting sessions with paying clients. Listen in as I craft and teach the power of a USP. Each of these consultations are packed with money making ideas and specific examples of how you can take what you do and developed it into a powerful reason why someone should buy from you. Your US ...
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The Manhood Experiment

Devon Wesley, Jason Sani, Tarek Statico

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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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The Dental Business Guide

Samera Business Advisors

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Presented by the team at Samera Business Advisors. The Dental Business Guide is all about helping aspiring dental practice owners build and grow their dental business empire. Tune in for tips and tricks by leading industry experts on how you can start and grow your dental business.
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Call To Order

Orion Talent

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Call to Order is a weekly podcast where 2 Army Veterans in the Recruiting Industry come together to discuss business trends and how Military Veterans could significantly improve your organization. A podcast designed to provide information that is relevant on military recruiting while having some fun in the process.
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Summary In this conversation, Michael Ly, founder of Reconciled, shares insights on the importance of listening in sales, the unique structure of his accounting firm, and how to build trust with clients. He emphasizes the need for accountants to ask the right questions and focus on client needs rather than just selling their own skills. The discuss…
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GUEST BIO: Ty Bennett, world-renowned speaker, bestselling author, and entrepreneur, redefines leadership and performance. Author of The Power of Storytelling and Partnership Is the New Leadership, he’s addressed 2,000+ audiences worldwide. At 21, he built a $20 million business in 37 countries and now leads Leadership Inc. and the world’s largest …
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This episode of the OnBase Podcast features a compelling discussion with Nick Webb on the power of a modern go-to-market strategy. Host Paul Gibson and Nick explore the challenges of navigating organizational change and the critical shift from high-volume, low-quality lead generation to a targeted ABM/ABX approach. Nick shares the story of how Clou…
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Improve teamwork, unleash the potential of your sales team! That just a couple of the good things that will happen when you embrace servant leadership. Join me as I interview Max Cates, the expert on servant leadership for sales managers about his new book. ********************************************************************* Dave Kahle’s goal is t…
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Welcome to episode 146. This episode will be really valuable if you're an agency account manager or an owner working with charities, nonprofits or mission driven brands, or if you're just curious about how the social impact sector operates differently and what account managers can learn from it. Lauren Jones is Senior Director of Client Services at…
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Got a question? Text me! 🔔 Subscribe for weekly insights to build a leaner, smarter CAS firm! Tired of chasing every new app or automation trend? In this episode of CAS Minute, Roman Villard calls out the shiny object syndrome plaguing modern accounting firms—and offers a practical mindset shift for building a tech stack that works for your team, y…
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AI is here to stay. It will just get better and more polished as we move towards a more futuristic society. Accounting firms might as well know how to use it to their advantage. This is exactly what Fady Hawatmeh is doing through his company Clockwork, the first AI-powered Financial Planning and Analysis (FP&A). He joins Michelle Weinstein to share…
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"You can make more friends in two months by becoming interested in other people than you can in two years by trying to get other people interested in you." - Dale Carnegie In this episode, Mark and John explore the importance of understanding clients better than they understand themselves. The conversation focuses on how actively listening to under…
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Got a question? Text me! Tired of taking on clients who drain your team and destroy your margins? In this episode of CAS Minute, Roman Villard breaks down why saying no to the wrong clients is one of the most powerful things a CAS firm can do. Learn how to build filters into your sales process, protect your team’s time, and position your firm for p…
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Got a question? Text me! 📉 Stop Reconciling to the Penny: Why Materiality Matters in CAS | CAS Minute Are you still chasing down every last 2¢ discrepancy? In this episode of CAS Minute, Roman Villard challenges one of accounting’s sacred cows: penny-perfect reconciliations. Learn why directional accuracy, materiality, and decision-useful data are …
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In this episode of OnBase, host Paul Gibson sits down with Carolina Bräuninger from doinstruct to explore the intricacies of building a winning go-to-market (GTM) strategy. Drawing from her journey in B2B software sales and her leadership in the construction vertical, Carolina shares lessons on industry-focused pods, balancing short-term execution …
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In this Q&A from a sales rep, I respond to a question about the fairness of the compensation plan. My response may not be what you’d expect. Dave Kahle’s goal is to provide sales leaders and small businesspeople with practical actionable ideas that can make an immediate impact on your sales performance. Dave is a B2B sales expert, and a Christian B…
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Who knows what the future of From the Trenches is? Not us. But when Dave posted about a Xerocon Trenches recording it performed better than other linked in posts actual thought went into. BEST ON GROUND Paul Meisner Xero Bank Rec AI automation - biggest update since Find and Recode OpenAI integration into Xero ecosystem - Xero might catch up to the…
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In this episode of The Kula Ring, Jeff and Carman explore some unconventional but highly practical applications of artificial intelligence in marketing and sales. Far from the hype of AI replacing humans, Carman shares how he uses AI as a research intern, a sales coaching tool, and a strategic partner in uncovering hidden insights. The discussion d…
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The Evolving Role of Private Equity In this special episode of The Accountant’s Flight Plan, Brannon meets with Morry Brown, regional market leader here at Poe Group Advisors, formerly of Goldman Sachs, to share a timely update on how private equity is impacting mergers and acquisitions in the accounting profession today.This was a live discussion …
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Migrating from QuickBooks Desktop to Online can create feature gaps—but don’t worry! This webinar shows how Method bridges those gaps with tools like two-way sync, custom workflows, and customer portal payments, ensuring a smooth and efficient transition. Learn More about Method:https://snip.ly/Method QB Power Hour is a free, biweekly webinar serie…
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In its most basic form, a sales tax exemption certificate alleviates a company from collecting and remitting sales tax on certain products and services. The most common exemption is “sale for resale,” which allows businesses to purchase products free of tax. Other exemptions can apply to special entities, including government organizations and nonp…
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In this episode of OnBase, host Chris Moody is joined by Jonathan Moran from SAS for a deep dive into decisioning in the AI era. Jonathan explains the evolving relationship between enterprise decisioning (rule-based frameworks with governance) and AI-driven adaptive decisioning, and why businesses must strike the right balance to deliver innovation…
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Show Summary: In this episode, we sit down with Paige Wiese, Founder and CEO of Tree Ring Digital, to explore how finance professionals can leverage marketing to establish authority, attract the right clients, and scale with confidence. Paige discusses why accounting firms should embrace marketing or partner with experts like her to accelerate grow…
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GUEST BIO: Adam Christing is an award-winning emcee. His warm-hearted humor has delighted over two million people in 49 of the 50 US states. He is the President of CleanComedians.com and a member of Hollywood’s world-famous Magic Castle. Adam has been featured on Entertainment Tonight and over 100 podcasts, TV, and radio programs. Adam’s new book i…
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Host Chris Moody sits down with Jillian Lellis to explore how AI is revolutionizing account-based marketing and the critical importance of sales-marketing alignment in modern B2B strategies. The conversation dives deep into the practical challenges of building effective target account lists, the role of AI in account prioritization, and why data qu…
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We’ve all heard about the importance of acquiring the right people, and putting them in the right places. But, is that the whole story to building a successful business? My experience has led me to a different conclusion. Join with me as we take a deep dive into systems or people. Dave Kahle’s goal is to provide sales leaders and small businesspeop…
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Welcome to episode 145. This episode is going to be particularly useful if you want to understand how to engage with your client’s marketing procurement department and understand the world through their eyes when selecting an agency to work with. I'm delighted that global marketing procurement consultant, Tina Fegent, has joined me for a second tim…
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In this episode of The Kula Ring, Jeff Yurek, VP of Marketing at Nanosys, discusses the unique challenges of marketing breakthrough nanotechnology. He explains quantum dots, tiny semiconductor particles that emit precise, tunable light for displays and imaging, and how he built awareness through blogging and storytelling, fostering relationships wi…
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With many advisors embracing AI in their practices, several advantages and challenges have emerged along with this rapidly growing technology. In this episode, MDRT members share how AI has factored into their work as an asset or a stressor, and what is on their mind moving forward.You’ll hear from:Chi Teng Han, ChFC/S, CIAMNadia Wijatno, ChFC, CLU…
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Firm owners are expected to wear many hats and look after numerous clients at the same time. But without the right processes and boundaries, you could experience client chaos and overwhelm. Michelle Weinstein shares how The Abundant Accountant can help you resolve this hurdle with one of her clients, Melissa Schroder of Melissa’s Advisory Service, …
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Before you pitch slap that prospect, listen to this episode. John and Mark tear down some terrible 'pitch slaps' from their LinkedIn DMs and offer a better way to approach social media. Shift your social media marketing from spammy sales tactics to authentic relationship-building. Listen to this episode to learn more. CHAPTERS: 00:00 Welcome 00:59 …
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In this episode of OnBase, host Chris Moody sits down with Phil Hernandez and Tina Katic-Michalos to explore how organizations can rethink their go-to-market strategies in the era of AI. They discuss the misconceptions surrounding AI adoption, the critical role of clean data, and how to maintain human connection while embracing automation. Phil and…
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Show Summary: In this episode of Grow My Accounting Practice, we welcome Ian Vacin, co-founder of Karbon and co-author of the upcoming book Scale with Purpose: The Service Entrepreneur’s Guide to Intentional Growth, written with Jason Blumer. Together, they’ve drawn from over 25 years of experience advising, consulting, and mentoring service firm o…
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In this episode, KC Brothers interviews Kane Polikoff, a seasoned expert in accounting services, discussing his extensive career journey and the evolution of Business Process Outsourcing (BPO) to Client Accounting Services (CAS). Kane shares insights on overcoming imposter syndrome, the importance of integrating technology in accounting, and the cr…
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I know you are concerned with sales. It’s easy to determine how well your people are selling to your customers. But your customers are more concerned with how well they are being served by your salespeople. Why is that important? Because you are in it for the long run. In one sense, your business is not really a sales business, it’s a relationship-…
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In this episode of The Kula Ring, hosts Jeff White and Carman Pirie talk with Rajeev Thakur, Director of Marketing and Business Development at Silanna Semiconductor. With over 25 years in the automotive industry and a unique blend of engineering and marketing expertise, Rajeev discusses navigating long, complex sales cycles, balancing highly techni…
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Show Summary: In this episode of Grow My Accounting Practice, we sit down with Najma Khan, Certified Profit First Professional and founder of Rocket to Profit. Najma shares how implementing Profit First from day one—before she even had consistent income—set the foundation for her business and her clients’ success. She walks us through her calm, cli…
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Thinking about switching from QuickBooks Desktop to Online? This webinar covers the latest updates and guides you through a the migration process. From prepping your files to choosing the right method, Dan and Matt share actionable tips to ensure a smooth transition for business owners and accountants alike. QB Power Hour is a free, biweekly webina…
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In this episode of OnBase, host Chris Moody talks with Scott Neuman, VP of Marketing at Calix, about how broadband providers can move beyond competing on price and speed to deliver personalized, value-driven experiences. Scott shares lessons from his career in advertising, IBM, and Calix, highlighting how data, AI, and “campaigns in a box” empower …
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NMBE Episode 76 - Quinn Conyers GUEST BIO: Quinn Conyers is a dynamic event emcee and public speaking expert with 20+ years transforming events from good to GRAND. Featured in major publications and trusted by Nike, Walmart, and the UN, she's a published author of two speaking industry books. Quinn brings proven strategies for sponsor visibility, a…
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In this special episode of It Depends, guest host Cate Gibson talks with Jackie Breiter, Partner & COO at TaxConnex, about Connexion, the proprietary platform that powers TaxConnex’s sales tax compliance process. Jackie shares how her background in engineering and operations helped shape Connexion into a tool that blends automation with human exper…
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Over the past 30 years, as I have worked with tens of thousands of B2B salespeople, I’ve noticed that certain beliefs hinder a salesperson’s development. One of the most common and most destructive is the belief that “I knew that.” Let me explain. See if this hinders you. Dave Kahle’s goal is to provide sales leaders and small businesspeople with p…
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Welcome to Episode 144. In this episode, Jenny Plant discusses how account managers can remain indispensable in the face of AI's transformative impact on marketing. She explores the current AI landscape from the perspectives of clients, agency owners, and account managers, introducing her Four P's framework for integrating AI into account managemen…
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In this episode of The Kula Ring, Jeff White and Carman Pirie discuss how manufacturers can adapt their web presence for 2025 and beyond. They explore the impact of AI-driven search, evolving privacy rules, the critical role of site speed, and the importance of structured data and product data governance. This conversation is a practical deep dive …
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From A Big Four Firm to Entrepreneurship In this special episode of The Accountant’s Flight Plan, Brannon sat down with Raffi Yousefian, a NY/DC-based CPA and entrepreneur, to discuss his journey to building a thriving tax practice. Raffi began his career at EY before launching his own firm in 2016, growing rapidly before making the bold decision i…
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What kind of buyer did you talk to on your last sales call? When it comes to buying professional services, there is usually more than one buyer. Some refer to this as a 'buying committee.' So what different roles do each of these buyers play? How should you engage them? What should you watch out for? These are the kind of questions that John Tyrema…
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There may be some strategies or processes that are causing more harm than good to your finances – and they could be out of plain sight. Michelle Weinstein breaks down the top five hidden money leaks that you should resolve as soon as possible. From reworking your engagement letters to letting go of toxic clients, she explains how to patch these fin…
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Show Summary: In this episode of Grow My Accounting Practice, finance insider turned industry disruptor Wallis Tsai reveals how high earners can use life insurance strategically to reduce taxes, protect their wealth, and build long-term financial security. Drawing on her experience as a former Goldman Sachs investment banker and hedge fund investor…
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In this episode of OnBase, host Chris Moody talks with Myla Pilao about how brands can remain relevant and resilient in the age of AI. Myla shares her unconventional path into the ICT and cybersecurity industry, and why translating technical narratives into relatable, actionable stories is key to influencing behavior. The conversation explores AI’s…
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A Remote Human Resources Specialist is changing the way businesses manage HR. In this episode, we explore why hiring a remote HR expert can save you time, money, and stress. From handling recruitment and onboarding to managing payroll and compliance, these specialists deliver flexible and efficient solutions for companies of all sizes. If you’ve ev…
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In this episode, KC Brothers interviews Ryan Lazanis, founder of FutureFirm, discussing the challenges accountants face in building scalable practices. Ryan shares his journey from running an online accounting firm to coaching others on achieving freedom and growth in their businesses. The conversation covers the importance of lifestyle, the role o…
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Struggling to keep up with customer inquiries, emails, and support chats? In this episode, we explore the role of a Customer Service Representative and how they can transform your business operations. Learn how a virtual CSR handles phone, email, chat, and social media support, resolves complaints, and ensures every customer interaction reflects yo…
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Overwhelmed by missed calls, double bookings, and an overflowing calendar? In this episode, we explore how a Virtual Appointment Setter can streamline your scheduling and improve your business efficiency. Learn how a virtual setter handles appointment bookings, lead follow-ups, confirmations, and calendar management so your sales or service team on…
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