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Client Accounting Services 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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The Growth Minded Accountant

Lee Reams II from CountingWorks PRO

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Hosted by Lee Reams II and CountingWorks PRO, "The Growth Minded Accountant" is your go-to podcast for independent tax and accounting pros ready to level up. We’re here to show you how AI, digital marketing, and cutting-edge tools — the kind that only the big guys had access to — can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, an ...
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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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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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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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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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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. Subscri ...
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Deduct This With Carrie and Lexi

Powered By ProConnect Tax

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Listen to tax and accounting professionals sharing proven methods, useful tips, and practical experiences to help you succeed more at your firm. Each episode provides clear insights designed to help you handle client work more effectively, simplify tax preparation, and better deliver advisory services. You'll gain: Practical tips for efficient client interactions. Proven ways to transition confidently into advisory work. Effective methods to increase success without hiring additional staff. ...
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The AC Method

Aaron Clippinger

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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Leaders of the Ledger

CPA Practice Advisor

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Leaders of the Ledger from CPA Practice Advisor in partnership with Rightworks spotlights the people and ideas shaping the future of the accounting profession. Each episode host Rob Brown interviews influential firm leaders, innovators and rising stars to uncover how they are tackling today’s biggest challenges whether it is client advisory services, AI and technology, talent strategy or firm growth through M&A. Built on CPA Practice Advisor’s trusted recognition lists like the 40 Under 40 I ...
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Bestselling author, professor and entrepreneur Scott Galloway combines business insight and analysis with provocative life and career advice. On Mondays and Fridays, Office Hours features Scott answering your questions about business, career, and life. On Tuesdays, China Decode co-hosts Alice Han and James Kynge discuss the latest economic, political and cultural news shaping China’s role on the global stage. On Wednesdays, Raging Moderates brings Scott together with political strategist and ...
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Mark Wickersham - chartered accountant, public speaker and value pricing expert – has spent the last 20 years teaching accountants and bookkeepers about the wonders of value pricing. In this podcast he tackles some of the industry’s most common frustrations such as dealing with price sensitive clients, having the pricing conversation, and being confident when it comes to charging the higher prices that you deserve. Mark is obsessed with value pricing! It is far superior to the fixed pricing ...
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Welcome to the Business Advisor Podcast, the go-to show for accountants, bookkeepers and CFOs tired of the grind of client work and eager to step into the role of a business advisor. This podcast is designed for those looking to increase their income and impact by transforming businesses and lives. Each week, we bring you practical, workshop-style episodes, insightful conversations, and a good dose of humor to equip you with the confidence, clarity, and cash flow strategies you need. So, hit ...
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Clarity

Thomson Reuters Institute Insights podcast

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Welcome to Clarity, a podcast powered by the Thomson Reuters Institute. In each episode, we dive deep into a single question from decision-makers and thought leaders from legal, corporate, tax, accounting & audit, and government communities. Grounding the conversation in the Institute's research and practice leads' domain expertise, in each episode, we sit down with a special guest or panel of experts from our community of partners, clients, and key leaders in each industry we serve.
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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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The Connected Accountant

Wayne Findlay, Talila Kroy, Ian Aldridge

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The Connected Accountant is the essential podcast for accounting firm partners, directors, and business managers who want to grow their practice, increase profitability, and achieve freedom through strategic partnerships. Featuring three industry experts – Talila Kroy (partnerships and business growth specialist), Wayne Findlay (offshoring pioneer and chartered accountant), and Ian Aldridge (progressive lawyer working alongside accountants) – each episode explores how accountants can transfo ...
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The Chronicles of Outsourcing - Accounting, Taxation & Payroll by Initor Global UK is focused on case studies of Accounting firms' challenges and solutions. Initor Global UK Services was established in 2006 with the vision of being a platinum global Accounting company. We have a comprehensive range of “Support Accountants” services and Remote Staffing Solution Services which are utilized by reputed EA Firms, ACCA Firms, FCCA Firms and Bookkeeping Firms.
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Voiceover Business Strategies That Work The VO Pro Podcast is the go-to show for voice actors who want to grow their voiceover business without relying on casting sites or waiting for agents to hand them work. Hosted by voice actor and business coach Paul Schmidt, this podcast delivers no-fluff, tactical advice on how to market your voiceover services, attract high-quality clients, and build a profitable VO business in a world of AI-generated voices and shifting industry standards. You’ll le ...
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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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Featured on Inc.com's list of 100 Podcasts That Will Make You Smarter, Better, and Wiser, MSNBC's Your Business, and on the Fit Small Business list of best small business podcasts, this show is designed to help small business owners, salespeople, and new entrepreneurs with the various aspects of business success. We have a great lineup of guests and topics scheduled. We’ll be talking about everything from sales to employee issues; from technology to social media; from work-life balance to ex ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners, and back-o ...
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PNC Bank is a highly diversified and growing financial services organization spanning the retail, business and corporate markets. PNC Bank's business podcasts help keep you up to date on developments that may help you grow and manage your business, and provide informative banking commentary across a broad range of industries.
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Best Practices Podcast

Best Practices Podcast

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**BEST PRACTICES PODCAST** Hello everyone, my name is Joanne Ferguson. I have been in the financial services industry since 1990, working in a variety of roles—from branch operations to regional platforms, as well as in technology and training, conducting roll-outs across the country. One of the most impactful elements has always been the concept of Best Practices, and I have had the privilege of sharing this valuable information with advisors and their teams throughout North America for the ...
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Tech Law Podcast

Tech Attorney Enrico Schaefer

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Welcome to the Tech Law podcast, where founders and CEOs learn how to grow their asset value by accounting for legal risks and taking advantage of opportunities. We focus on real world ROI legal solutions presented by innovative attorneys who embrace new approaches to legal services. Learn more in this unique legal podcast.
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Welcome to Professional Services Growth and Marketing, the podcast that dives deep into the strategies and success stories driving the growth of professional service firms. If you're an entrepreneur, leader, or professional in the realms of law, accounting, architecture, medicine, and more, this podcast is your essential resource for insights, inspiration, and actionable advice. Hosted by Emerald City Productions team members, a seasoned expert marketing agency in the field of professional s ...
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Bookkeeping Centrum

Bookkeeping Centrum

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Bookkeeping is our business and that is all we do. Unlike the competition, we are headquartered Irvine CA and all of our staff is the beautiful USA. Our Bookkeeping services are focused to Small Businesses, CPA/Accounting firms, Franchisors/Franchisees and Venture Capital Firms.We understand that your business has core activities and core competences which require time with your clients rather than monotonous bookkeeping activities. We are geared exclusively to help these firms manage the bo ...
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Taming the Financial Chaos

Matt McCoy CFP®, CRPC®, AWMA®

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When it comes to making decisions about our finances, it's not just about the numbers. In Taming the Financial Chaos we're looking at why we make the decisions we do and how those decisions affect the outcome. Matt McCoy is a registered representative of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC*. Insurance offered through LIncoln affiliates and other fine companies. Securities offered to residen ...
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The accounting world is changing. Entry-level positions are being outsourced and automated, pushing firms toward advisory services. Results from traditional marketing methods are fading, and great accounting talent is harder than ever to find and keep at your firm. What’s the connection between becoming an excellent client advisor, communicating your firm’s unique value to the world, and keeping your people motivated and fulfilled? The answer: communication strategy that elevates an ordinary ...
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Competitive Spark is a results-driven marketing agency specializing in assisting Amazon sellers, including brands, manufacturers, and small to medium-sized businesses, in achieving growth on the Amazon platform. Our expertise lies in creating personalized strategies tailored to the unique needs and goals of each client. With 10 of experience on the Amazon platform, our primary objective is to maximize your return on investment (ROI).
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Branch Out is a leading professional growth podcast hosted by Alex Drost, founder of Connection Builders. It is your ultimate source for actionable insights to take your career to the next level. Each episode, Alex interviews thought leaders from the accounting, legal, and other consulting professions, who share their unique insights and real-life lessons learned throughout their careers.
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Are you a small business owner who dreads those awkward collection calls? "Collect the Cash with Dee Bowden" is the podcast that transforms the way entrepreneurs/small business owners handle collecting their unpaid invoices. Join Dee Bowden, a Revenue Recovery Specialist with over 10 years of experience assisting businesses to turn outstanding invoices into actual cash flow. Drawing from her expertise with corporate clients and government agencies and contractors, Dee breaks down her proven ...
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Wealth

Polaris Greystone

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What keeps you up at night? Preserving your wealth? Your family and your legacy? Investing responsibly? Leaving money on the table? Or not being up-to-date? This podcast aims to cover all of that and more. With new interviews each week from members of our firm, host John McNertney brings to light what you are concerned with as a modern retiree in an ever-changing world. For more information visit our website at polarisgreystone.com or reach out to us at [email protected]. Disclosu ...
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The Agency Profit Podcast

Parakeeto, Marcel Petitpas

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Welcome to the Agency Profit Podcast hosted by Marcel Petitpas, CEO and Co-Founder of Parakeeto. Finally, an agency podcast that isn't JUST about getting more clients. On the show, we bring in experts, agency owners and consultants to share their actionable tips for improving profitability and operational efficiency. Here, you'll learn what systems to implement in your business, what kind of KPI's to track, and benchmarks to aim for. How to manage things like capacity, utilization, billing r ...
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The CMO Suite Hosted By Sean Halter

The CMO Suite 2020 ©

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The CMO Suite Podcast features Chief Marketing Officers and Executives from national and international brands and agencies. Tune in to hear some of the most renowned names in the industry contribute their insights, experiences, and perspectives toward marketing strategies and the technology we have access to today. Sean Halter – Host: Sean is a 30 year veteran of the industry with a background in both radio and sales. He works as a consultant for global marketers and is a partner of Connecti ...
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Multifamily Manager Pro

Multifamily Manager Pro

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The Multifamily Manager Pro Podcast is your ultimate resource for mastering the art and science of multifamily property management. Whether you're a seasoned property manager, a broker overseeing a growing portfolio, or an industry newcomer eager to learn the ropes, this podcast delivers expert insights, cutting-edge strategies, and practical tools to help you excel in the competitive world of multifamily real estate. 🎙️ What You’ll Get in Every Episode: ✔️ Industry Expertise: Deep dives int ...
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Best-selling author, technology venture expert and tech investment banker Vitaly M. Golomb digs deep into the details with some of the leading entrepreneurs and executives on tech and business topics.Disclaimer: This podcast was recorded and is being made available by Vitaly Golomb solely for informational purposes. This is not financial, economic, legal, accounting, tax or other advice.The information, statements, comments, views and opinions provided in this podcast are general in nature, ...
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LegalFuel is the official Florida Bar Podcast. This monthly series is brought to you by The Practice Resource Center of The Florida Bar and will feature esteemed leaders in law discussing new and innovative topics. Its purpose is to help members of The Florida Bar as well as attorneys from other states run better practices and provide better legal services to their clients. Disclaimer: The views expressed by the participants of this program are their own and do not represent the views of, no ...
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The Mowtivated Lawncare Show- Entrepreneurship and Business Content for Lawn Care/Snow Removal/Landscaping Businesses

Caleb N | Christian Entrepreneur, Lawncare/Landscaping/Snow Removal Business Owner, Business Visionary

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* entrepreneurship * lawncare * business * landscaping * snow removal * marketing If you’re looking to grow your lawncare business, whether you’re starting from scratch or already doing 5-figure months, that’s what the Mowtivated Lawn Care Show is here for. My mission is to help you to grow your business far past the six-figure mark, so you can stop living paycheck to paycheck, and start living the life you dreamed of, sooner and easier than you think. My name is Caleb, and I have built my v ...
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Learn what really moves the needle in your business from financial advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
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If you're a managed security provider (MSP), managed security service provider (MSSP), virtual CISO, or a cybersecurity professional looking for insights and advice on ways to build bridges with your clients (or vice versa), look no further than Cyber for Hire | The Managed Security Podcast! Presented in partnership with MSSP Alert and ChannelE2E, Cyber for Hire, is a weekly 60-minute podcast (in two 30-minute segments) hosted by Ryan Morris, Principal Consultant at Morris Management Partner ...
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If you're a managed security provider (MSP), managed security service provider (MSSP), virtual CISO, or a cybersecurity professional looking for insights and advice on ways to build bridges with your clients (or vice versa), look no further than Cyber for Hire | The Managed Security Podcast! Presented in partnership with MSSP Alert and ChannelE2E, Cyber for Hire, is a weekly 60-minute podcast (in two 30-minute segments) hosted by Ryan Morris, Principal Consultant at Morris Management Partner ...
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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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Busy agency owners can have a hard time balancing delivering exceptional work with finding ideal new clients - all the while, ensuring the smooth running of their agency. Every Thursday, join Rob Da Costa, agency owner and coach, as he explores the key topics that affect you and your agency. I share tools and ideas to aid your profitable growth as well as interview industry expert guests, who share their experiences of working in or with agencies just like yours. Whether you are just startin ...
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Learn more about the market and stock analysis through CAEE™. CAEE™ is in a unique analytical framework designed to help market participants, researchers, and learners better understand Index performance and long term valuation trends. Our publications and podcast episodes feature insights derived from CAEE™ , which are for use in our educational and analytical services. Email [email protected] to request a CAEE™ based performance report on the magnificent 7 index or to request a ...
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AI and automation are changing everything — including how accountants grow. In this episode of The Growth Minded Accountant, host Lee Reams II talks with Adam Lean, CEO of The CFO Project, about how technology is helping tax and accounting pros finally scale beyond compliance work and step into lucrative CFO advisory roles. Adam shares how The CFO …
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I've been there. You jump on a Zoom call, ready to be the strategic advisor your client hired you to be, and suddenly you're drowning in stories about their team drama, a random idea from their friend, or what they had for breakfast. Before you know it, you’ve lost control. You've gone from being the pilot of the plane to a passenger just along for…
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Join us as we revisit this conversation from 2021! Let's do the math, identify the opportunity, and determine the how best to complement the accounting services offered to profitably meet the demand. When working with small business owners it's often assumed that payroll will be included as part of the accounting services provided, so what is your …
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When COVID hit, Joey Albertson didn't plan to start a firm. She just wanted to help small businesses drowning in chaos. That impulse to serve turned into The Profitability Project and Bookflow, two thriving businesses built on one non-negotiable rule: always be home for dinner. In this episode of Deduct This with Carrie and Lexi, Joey reveals how s…
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Scott Galloway and Richard Reeves answer listener questions about talking to boys about sex, navigating device addiction, supporting teachers, and modeling healthy masculinity. Want to be featured in a future episode? Send a voice recording to [email protected], or drop your question in the r/ScottGalloway subreddit. Learn more about your …
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In this raw and unscripted episode, Aaron shares a powerful conversation that completely shifted his perspective on business ownership. After a call from an old mentor, he reveals a revolutionary way to think about firing employees, why you should be happy about tough decisions, and how to audit where you're investing your most valuable asset: your…
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Stop blending in and start booking: this video breaks down step-by-step tactics for voice actors to turn social media into a true lead-generation machine. Learn why typical postin” fails, which platforms actually pay off, and how to brand yourself so clients remember you. Walk away with proven DM scripts and mistakes to avoid, plus a powerful lead …
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/508. Most law firm owners don’t realize that one vague contract clause can cost them millions—or even put their entire business at risk. In this insightful interview, Moshe Amsel sits down with international attorney Santiago Cueto, best-selling author of “Winning Lawsuits in Fl…
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Scott Galloway speaks with Jonathan Haidt and Richard Reeves about why so many young men are struggling today. They discuss how technology, education, and economic shifts have changed the path to adulthood, why boys need structure and challenge to develop, and what it will take to rebuild purpose and opportunity for the next generation. Learn more …
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In this episode, Lee Reams II and Rebekah Barton break down the impact of Intuit’s new $100M partnership with OpenAI and what it means for the future of the profession. Clients are no longer starting with Google or referrals. They’re starting with AI — and they trust the answer. We cover: Why the compliance-first model is getting compressed How AI …
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This week on the Financial Planner Life podcast, Sam Oakes sits down with Rosie Hooper, Chartered Fellow and Financial Planner at Quilter Cheviot. Rosie shares her inspiring 26-year journey from her early days in bank management, through corporate employee benefits, to becoming a highly respected private client planner. Rosie talks candidly about h…
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Scott Galloway and Jessica Tarlov break down the MAGA civil war — Trump losing his grip, right-wing influencers turning on each other, and the 2028 power struggle already accelerating. Then they get into the growing intrigue around Chuck Schumer: he’s not stepping aside yet, but the quiet jockeying to replace him has begun. And finally, they unpack…
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In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes Shauna Wekherlien, known as the Tax Goddess, a top 1% US tax strategist, to discuss building a premier accounting firm. They explore Shana's journey from astrophysics to tax, the power of branding, writing a book for client authority, and strategies for effective tax pla…
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Measuring performance is crucial for any accounting firm, but understanding how your firm compares to industry standards is key to driving improvement. This session will explore the latest industry reports, examining trends and benchmarks for 2025. Mark and Julia will discuss how these insights can help you assess and enhance the performance of you…
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Points of Interest 00:01 – 02:30 – Introduction: Marcel and Kristen introduce the episode’s focus on productized services versus custom work and set the expectation for a nuanced, non-dogmatic discussion for agencies. 02:31 – 07:25 – Defining Productized Services & Common Misconceptions: Marcel defines productization as selling a clear outcome for …
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Episode Summary: In this inaugural episode, Talila Kroy (Emple), Wayne Findlay (The Back Room), and Ian Aldridge (Progressive Legal) reveal why partnerships are essential for accounting firms navigating AI disruption and the trust recession. Discover how to become a true trusted advisor while achieving sustainable growth and freedom. What You'll Le…
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In this episode of China Decode, hosts Alice Han and James Kynge break down how China is quietly building the “Android of AI” while the U.S. is pouring billions into the ultra-premium iPhone equivalent. As American firms chase ever-bigger, pricier models, Chinese competitors are going lean, open-source, and dirt-cheap — and U.S. startups are alread…
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Lexi Weber, Senior Manager of Emerging Professionals Initiatives at AICPA and CIMA, joins Rob Brown for a powerful conversation about the future of the accounting profession. As one of the profession's rising voices and influencers, Lexi brings a unique perspective on what's working, what's broken, and what needs to change as accounting undergoes i…
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In this episode of Accelerate Your Business Growth, host Diane Helbig speaks with Profit Doctor Ben Hansen about the concept of 'profititis'—a condition where businesses experience revenue growth but struggle with profitability. Ben shares strategies for identifying and addressing profitability issues, emphasizing the importance of customer quality…
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Scott Galloway answers listener questions on how wealth can reshape friendships, how to build purpose when you inherit a large sum of money and don’t have to work, and why he believes patriotism still matters when raising young men. Want to be featured in a future episode? Send a voice recording to [email protected], or drop your question …
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Let's be honest for a moment. Most of us aren't drowning in sales calls; we're starving for them. You're brilliant at what you do, but the feast-or-famine cycle of new inquiries is exhausting. It makes you second-guess your prices, your offers, and even the dream of building a real freedom business. But what if I told you that you're not bad at sal…
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Before she became the CEO of a bookkeeping firm, Roxanne Ferrari struggled with sales and was terrified of anything related to marketing. But she managed to unlock her leadership skills and tap into her confident self through the Abundant Accountant's eight-week sales mastery course. She joins Michelle Weinstein to share how she went out of her com…
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Join us as we revisit this conversation from 2021! Each of us have experiences in our lives that give us a unique perspective that we can bring to business. For some, it's our past and passion that lead us to niches that allow us to do what we enjoy and get paid doing it. Katie has done just that. Listen as Katie shares her story that combines heal…
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Show Summary: In this episode of Grow My Accounting Practice, we're joined by Gabriel Florentino, Client Development Director at Engineered Tax Services (ETS), to break down one of the most powerful – and often misunderstood – tax strategies available to businesses: cost segregation. Gabriel shares what ETS does as a national leader in specialty ta…
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In this special episode of Office Hours, Scott Galloway brings back Morgan Housel to answer your questions on “enough,” financial independence, and the art of spending. They discuss why our money goals keep moving, how to know when you can slow down, and why saving is really about buying independence, not things. Morgan also explains why holding ex…
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Still quoting $75 for voiceover gigs? Stop selling yourself short and discover your true worth! In this video, I break down exactly how much new voice actors should charge, why "exposure” rates are career poison, and the real reasons trained beginners deserve professional pay. Learn how to price with confidence, avoid common traps, and use proven s…
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/507. Most law firm owners spend years grinding, wondering why real growth feels slow—and why building and keeping an A-team seems impossible. In Episode #507, Moshe Amsel sits down with Orlando’s renowned “lawman,” Bill Umansky, founder of Umansky Law, for an honest, tactical co…
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Scott Galloway joins actor, director, and comedian Ben Stiller live at 92NY for a conversation on modern masculinity – friendship, fatherhood, purpose, and building a life filled with meaning and connection. They discuss why mentoring young men has become controversial, how masculinity can evolve without reverting to old stereotypes, and the cultur…
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This week on the Financial Planner Life podcast, Sam Oakes speaks with James Westpfel, a financial planner at Foster Denovo, who shares his career journey from self-employed to employed and how going hyper-local helped him build a thriving client base from scratch. After 22 years working in a building society, James made the leap into self-employme…
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Scott Galloway and Jessica Tarlov dive into Trump’s new “affordability” push — from $2,000 tariff rebate checks to 50-year mortgages — and ask whether any of it actually makes economic sense. Then, California’s Gavin Newsom takes on America’s masculinity crisis, warning Democrats can’t keep ignoring men and boys. Plus, Texas Democrat James Talarico…
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Welcome to another episode of Building the Premier Accounting Firm. Today, host Roger Knecht welcomes Mark Myers, a former Marine and CEO of Tax Wise Partners, to discuss his journey from managing health clubs to specializing in tax advisory. This episode delves into effective tax planning strategies, the power of B2B collaborations for accounting …
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Corporate tax departments face mounting pressure to do more with less — and the path forward demands both mindset and skillset transformation. In our latest Clarity podcast, Pilar Mata, Executive Director of Tax Executives Institute, reveals why 54% of tax professionals' time is consumed by reactive work when they'd rather focus 70% on strategic in…
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Points of Interest 00:00 – Introduction: Marcel introduces Dr. Matthew Jones and frames the co-founder relationship as a critical driver of business health and day-to-day well-being. 01:14 – Origin Story: Matt explains how mediating friends’ founder conflict revealed a gap between business coaching and psychological expertise for co-founders. 02:20…
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In this episode of China Decode, hosts Alice Han and James Kynge unpack how the U.S. and China are building the backbone of the AI era — massive data centers that are reshaping global energy use and government policy. They look at who’s paying for the AI boom, why electricity might decide the winner, and how China’s homegrown models are quietly cat…
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Thomas brings not only a strong background in finance and investment strategy—holding licenses to trade in both Canada and the U.S., and currently pursuing his CIM designation—but also a passion for guiding clients through every stage of life with clarity and care. And today, Thomas joins us in a brand-new role—parenthood. He and his wife recently …
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In this episode of Leaders of the Ledger, host Rob Brown sits down with John Malone—an attorney-turned-accounting firm owner who’s redefining what it means to lead in the modern accounting world. John shares how he built a $4M firm without being a CPA, why personal branding is no longer optional, and how embracing AI is transforming how firms serve…
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Is your demo actually working… or just sitting there collecting digital dust? In this interview, legendary UK VO demo producer Rob Bee breaks down what makes a voiceover demo book work and why so many miss the mark. We dig into: ✅ Why most voiceover demos don’t convert ✅ When to invest (and when not to) ✅ Common mistakes voice actors make ✅ What pr…
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Can you safely analyse client data with ChatGPT? Only if you do THIS one critical thing. We reveal a powerful use case for financial analysis—done in seconds. But most accountants are breaking the rules without realising it. GDPR, client consent, data security—it’s all covered. Plus, the surprising fix that makes everything compliant. This could ch…
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In this conversation, Pat Alacqua discusses the phases of the entrepreneur to enterprise journey, emphasizing the importance of leadership development in real-world contexts. He highlights the need for leaders to navigate chaos during growth by taking strategic steps and embracing change. The discussion also covers the significance of creating mome…
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Most consultants say they’re “too busy doing the work” — as if that’s a badge of honor. But here’s the uncomfortable truth: you never stop to ask “are we still doing the right work?” In this episode, John and Mark break down the concept of the engagement meeting; a deliberate, structured conversation designed not to move a project forward, but to m…
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In this special episode of Office Hours, Scott brings on Morgan Housel, bestselling author of The Psychology of Money, to take your questions on love, parenting, and financial independence. They discuss how income gaps affect relationships, the moral gray zone of college admissions consulting, and why the best investment you can make in your 20s is…
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This morning, I nearly let my dressing gown win. Waking up in that quiet, half-dreamy state, all I wanted was to stay on the sofa with a cup of tea. My to-do list felt a world away. It got me thinking about how we blame a lack of motivation when, often, the real culprit is our environment. It wasn't until I forced myself to go upstairs, get dressed…
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Join us as we revisit this conversation from 2021! As accounting professionals, we each need to find the time to "sharpen the saw" to offer the quality accounting services our clients expect. Listen as Rob and Roger discuss each and how they apply to your business as you work to have the premier accounting firm in your area. This is a great convers…
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Scott Galloway answers listener questions on the humanoid robotics boom and why real adoption is still years away. He then shares advice for a young entrepreneur starting a services business, explaining why relationships, talent, and overdelivering for clients are key to success. Finally, Scott calls out corporate America’s moral decline and argues…
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Ever get that gut feeling when a client’s name pops up, and your stomach drops? You’re not alone. In this episode of Deduct This with Carrie and Lexi, firm owner and tax strategist Nick Boscia of The Balanced CPA shares how learning to offboard clients changed his firm’s culture, profitability, and sanity. Nick opens up about: Overcoming the fear o…
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In this episode of the Financial Planner Life podcast, Kanishk Swarup shares his incredible journey from high-stakes equity derivatives trading at JP Morgan and Credit Suisse to launching his own financial planning practice through the St. James’s Place Academy. We explore what it’s really like to work on a trading floor, the burnout behind big bon…
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