Welcome to The INSIDE Public Accounting Podcast — a show for accounting firm leaders who want to make smarter, data-driven decisions and stay ahead of industry change. Each episode explores what IPA’s trusted benchmarking data reveals about firm performance, leadership and the future of the profession. From private equity and offshoring to partner compensation and the talent pipeline, we dive into the trends, challenges and innovations shaping public accounting today. Hosted by: Chelsea Summ ...
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Compensation Benchmarking Podcasts
Helping small and medium size businesses solve their HR issues and develop people strategies to drive success.
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Stock 'N Roll is dedicated to unraveling the complexities of equity compensation and highlighting the challenges and best practices that shape the industry. We engage in meaningful conversations with industry experts and thought leaders, aiming to provide actionable insights and strategies for professionals across all levels.
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This weekly (Fridays) series of messages is based on Multi-View Incorporated’s work with over 1,300 organizations, extracting 989 data-elements with 922 cross-calculations over 27 years on a monthly basis. And then “systematizing” the operational “Best-Known Success Patterns” of the 90th percentile. Our intent is to get beyond the “brag and the boast,” and simply share insights from our experience, without manipulation or coercion to sell anything except helpful ideas. MVI has helped create ...
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I speak with healthcare leaders and the experts who help their clinics succeed.
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Through the course of this series we’ll bring in some of IDA's top experts to share their perspectives on cutting-edge research and issues of importance to the U.S national security and science policy community.
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Send us a text Employee compensation is a critical function in clinic leadership. Get it wrong and you'll have turnover, poor employee performance, and unhappy physicians. Get it right and you will unlock productivity and patient satisfaction. Listen in for my tips to successfully get pay benchmarking right! === This episode is brought to you by Se…
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Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE If 2025 felt different, that’s because it was. In th…
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Ep. 23: Quality, Leadership, and Personal Growth Interviewed by Chris Comeaux
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1:00:14In close collaboration with Jeff Haffner, Chris Comeaux, and Teleios Studios Quality FIRST and ALWAYS! Stunning Economics follow. In a fast-moving crossover with Chris Comeaux and TCNTalks, Andrew, in his direct manner, affirm that Quality Comes from Within, separates Good from Bad Profits, and ties Margin to structure, intense training, and a comp…
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Eva Minkoff: Pitfalls When Implementing AI in Healthcare
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32:07Send us a text Eva Minkoff and I discuss some of the biggest mistakes you can make in implementing AI and ways to counteract them. We touched on - The real first question to ask when considering AI - The importance of trust - The rate of implementation - How administrators in healthcare may not have perspective - And more! Eva is the Chief Transfor…
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Zooming In on Firm Performance with the Rosenberg Survey
11:13
11:13
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11:13Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE The accounting profession runs on data — and two of …
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Rush Shah: The Power of Forward-Looking Finance
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27:58Send us a text Rush Shah, a fractional CFO to healthcare businesses, joined me for a chat about how strategic finance can truly transform your life and your business results. We touched on: Looking forward vs into the past Building dashboards The role of people in financial outcomes Culture and the impact on profits Creating sanity in your business…
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The M&A Era: How Consolidation Is Reshaping Public Accounting
12:57
12:57
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12:57Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE Mergers and acquisitions are no longer a side story …
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Ep. 22: Directional Correctness w/ Jim Fischer
1:03:50
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1:03:50This live-streamed Empowerment Hour from MVI Headquarters features Jim Fischer walking leaders through the core idea of Directional Correctness—choosing what’s right over what’s easy. Jim explores why aspiring is the first step toward becoming a World-Class organization, how the Three Questions reset culture, and why intention and Standards matter …
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Send us a text Elise Levine and I chatted about revenue growth, managing claims, and getting paid as an ophthalmology practice. Elise is the Chief Experience Officer for Eye Med Management Solutions and if you care about revenue in your clinic (like, duh!) then you'll want to give this one a listen! === This episode is brought to you by Seasoned Ad…
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Future-Proofing Your CPA Firm with Matt Rampe
29:03
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29:03Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE Strategic planning shows up on every agenda, but for…
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Ryan Schumacher: Optimize Online Patient Reviews
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33:27
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33:27Send us a text Ryan and I chatted about - Optimizing your patient feedback - The ONE simple thing that can improve patient experience - How to change a bad patient review - And more! Contact Ryan at [email protected]. === This episode is brought to you by Seasoned Advice HR, where I help healthcare clinics to hire, retain, and manage better…
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Rewriting the Narrative: Fixing Accounting’s Perception
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17:26Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE Accounting’s reputation hasn’t kept up with the prof…
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Ep. 21: CEO Retreat - Quality Comes from “Within”!
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1:00:51Andrew opens Day 1 of the CEO Retreat, attended by CEOs from across the country, by going straight to the heart of QUALITY—and where it REALLY comes from: within the Leader! He connects discipline to a Culture of Meticulousness, then ties Customer Delight (5,553 interactions without a single complaint) to phenomenal economics. CEOs are urged to def…
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Alternative Approaches in Military Compensation Benchmarking
25:49
25:49
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25:49IDA Ideas guests Jackie Burhmann and Mikhail Smirnov joined host Rhett Moeller to discuss IDA’s evaluation of the military compensation benchmark for the Quadrennial Review of Military Compensation. In this podcast, they explain how factors that dual-income military households face play a role in service members’ decisions to stay in the military o…
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Send us a text Neer Patel is an expert in direct care's benefits for you, your family, your staff -- and your providers. We discussed The cost benefits of direct care The satisfaction of consumers and providers Offering the direct care model as a benefit to your employees How direct care works Starting and running a direct primary care business Get…
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Blake Oliver on Free CPE, Smarter Teams and AI at Work
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28:53Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE What if your CPE fit your life—and your firm’s strat…
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Erich Mattei: Paths to Eye Care Practice Ownership
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1:00:11Send us a text Erich Mattei and I spoke extensively about two distinct, but similar, paths to practice ownership in eye care: the cold-start model and the buy/acquire model. Erich's knowledge in helping clinicians to build businesses really shined through. We spoke about Growth techniques Knowing your values - are you ready for ownership? The consi…
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Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE Compliance is no longer the centerpiece of the accou…
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Ep. 20: Compensation – The ONLY Way to World-Class (6 of 6)
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41:16In this FINAL episode of this Compensation series, Andrew covers many of the Recommendations and Important Points When Creating Compensation Methodologies, including: bringing people Close to Revenue, getting rid of Annual Bonuses, pay Frequently & Immediately so checks teach Cause-and-Effect, wire Objectivity into the system, and keep the model Si…
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Philip Isham: The Leadership Imperative for Physicians
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35:20Send us a text Had an incredibly stimulating conversation with Philip Isham. Philip is a consultant to ophthalmology practices and he has an immense background of experience in healthcare leadership. We touched on: Living your values. The importance of physicians as leaders. Positions positions can be more effective as leaders. How clinical busines…
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Jin Chang on What It Really Means to Be AI-Ready
36:16
36:16
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36:16Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE Artificial intelligence is changing the accounting p…
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Patrick Rieke: Healthcare Burnout - Recognize and Respond
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33:10Send us a text Patrick and I covered the topic of burnout and stress at work in healthcare. He provided actionable tips to help you manage your own stress and the stress of your team: - How to reclaim yourself during stress - How to create psychological safety on your team - The shocking connection between mind and body - And more! Learn more about…
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Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: https://www.earmark.app/channels/c5717392-a994-407c-9f27-7f09a08a4b7c In this Q&A edition, …
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Ep. 19: Compensation – The ONLY Way to World-Class (5 of 6)
46:03
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46:03In this 5th installment on COMPENSATION from the Mountain, Andrew gets practical: the BIG THREE—a Modest Base, Standards Pay, and Individual/Unit Performance Pay—and why pay must include incentives AND disincentives to teach cause-and-effect. He shows how to build Attitude/Happiness into Standards, why hourly is the worst (time expands), and how to…
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Send us a text Hayley and I discussed how she has created a world class culture at Boling Vision in Northern Indiana. We discussed: Hiring Core Values The Denison culture framework And much more! === This episode is brought to you by Seasoned Advice HR, where I help healthcare clinics to hire, retain, and manage better — helping you get Better Resu…
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Are Your Equity Incentives Competitive? The Art and Science of Benchmarking with Michael Sterchi
28:31
28:31
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28:31This is the first out of two, in our short series on Benchmarking. In this episode, we're talking about benchmarking in general, what it is, why you need it and what competitive equity packages actually look like in the market. We even discuss some key differences between the US and here in Europe. The host and CEO of Optio Christoffer Herheim is j…
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From Internships to Impact: Rachel Anevski on Building CPAs Who Stay
42:47
42:47
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42:47Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: The INSIDE Public Accounting Podcast | Earmark CPE This episode gets into the work of keepi…
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Robin Clayton: Healthcare Business Startup Basics
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29:19
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29:19Send us a text Robin Clayton was my guest for this episode and we touched on Licensing Credentialing Trends in new healthcare business Pitfalls of starting a new healthcare business Robin can be found at pd360llc.com where she helps healthcare businesses get licensed, credentialed, and started up. Robin will be opening up a coaching cohort for new …
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Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: The INSIDE Public Accounting Podcast | Earmark CPE Each year, INSIDE Public Accounting name…
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Ep. 18: Compensation – The ONLY Way to World-Class (4 of 6)
49:08
49:08
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49:08In this 4th installment on the PROFOUND topic of Compensation from the Mountaintop, Andrew talks about how CEOs must cross the Fear Barrier, brand their proprietary Model, and sell the “Why”, because most of the battle is emotional. He lays out rebasing salary/hourly rates to make room for Standards Pay, Happiness Pay, and Individual Pay, insisting…
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Send us a text I chatted with healthcare recruiting pro Sean DeVore. We touched on: Hiring for culture Checking references The importance of character in hiring for healthcare Hiring overseas staff And more! You can find Sean at seandevore.com. === This episode is brought to you by Seasoned Advice HR, where I help healthcare clinics to hire, retain…
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Communicating Equity Programs: Insights from Deloitte's Jane Darlington
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55:10
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55:10By Christoffer Herheim
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A Data-Driven Look at Firm People Strategy
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Send us a text In this episode, I share tips to make performance review season a success for healthcare clinics. === This episode is brought to you by Seasoned Advice HR, where I help healthcare clinics to hire, retain, and manage better — helping you get Better Results Through People. Learn more at seasoned-advice.com. Get my free HR and leadershi…
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From Compliance to Advisory: Why Firms Need Critical Skills to Compete
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Ep. 17: Compensation – The ONLY Way to World-Class (3 of 6)
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47:57
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47:57In this 3rd installment of this Compensation series, Andrew shows how a well-designed COMPENSATION SYSTEM creates CONFIDENCE, CUSTOMER DELIGHT, and a HEALTHY CULTURE that Self-Regulates with little need for supervision. Pay becomes a powerful Teacher: A System Solution, where the “System” selects for owners (not renters), “smokes out” unconfident p…
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Ophthalmology Practice Executive Guido Piquet
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41:52
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41:52Send us a text My guest this week is Guido Piquet from Mann Eye Institute in Texas, a practice with many locations and almost 50 eye care providers including physicians and optometrists in many subspecialties such as cornea, glaucoma, retina and more. Guido and I discussed culture, the power of humility, career growth, and the challenges of leading…
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A Deep Dive into the UK’s Leading Tax-Advantaged Share Plans with Chris Fallon
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41:34
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41:34In our latest Stock 'N Roll podcast episode, we sat down with Chris Fallon, Legal Director at Tapestry Compliance, to demystify two of the most prominent all-employee schemes in the UK: the Share Incentive Plan (SIP) and the Save-As-You-Earn (SAYE) plan. For those living or operating in the UK, understanding these plans is crucial for optimizing fi…
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From CAS to True Advisory with Mike Hajek
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34:54Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz and download your certificate. Start now on the IPA channel in the Earmark app: The INSIDE Public Accounting Podcast | Earmark CPE Advisory isn’t a side service anymore, it…
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Clinical Research Success with Kyle Fogarty
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28:14Send us a text My guest today is Kyle Fogarty of Polus Health, a clinical research recruitment tool which combines human and AI power in a HIPAA compliant platform to improve research recruiting success. Kyle talks about whether clinical research is a good move for physicians in clinical practice, some of the considerations, and what steps are invo…
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Send us a text Are you a practice administrator in ophthalmology or another clinical healthcare specialty? I have bad news for you - 80% of your thoughts are negative. And yet, your mind is your most valuable asset. The good news? You can combat this negativity with powerful affirmations -- like the ones I've recorded for you here just for healthca…
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Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz and download your certificate. Start now on the IPA channel in the Earmark app: The INSIDE Public Accounting Podcast | Earmark CPE In this episode, Rob Brown and IPA’s Chel…
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Ep. 16: Compensation – The ONLY Way to World-Class (2 of 6)
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38:13
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38:13Andrew continues in the DEEP philosophical explanation so often needed for Leaders and Executives to have the courage to implement creative and revolutionary Compensation Systems. Reed drives directly into a discussion of Outliers - Companies that operate with World-Class Quality and Profits - those operating in the 90th percentile statistically ov…
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Send us a text "Networking" has a negative connotation for some, but it is increasingly important in our fragmented society. Human relationships will (seemingly) always continue to matter, and perhaps moreso as AI begins to take over routine tasks. In this episode, I share some tips for connecting with others! === === This episode is brought to you…
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Behind the Numbers: Partner Pay, Tech & Succession
20:18
20:18
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20:18Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz and download your certificate. Start now on the IPA channel in the Earmark app: The INSIDE Public Accounting Podcast | Earmark CPE In this episode of the INSIDE Public Acco…
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Healthcare Career Growth with Mandy Cansler
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39:11Send us a text Mandy Cansler, COMT, COE, LSSGB has been a technician and senior leader in ophthalmology for over 20 years. She currently helps ophthalmic clinics raise their profitability through leadership and operational advice in addition to technician training work and provider recruitment services. Mandy is a warm-hearted connector and leader …
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Jeffrey Weiner: Building Marcum’s Brand & Legacy
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39:07Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: https://earmark.app/c/2777 How do you grow a six-person, $300,000 accounting firm into one …
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Ep. 15: Compensation - The ONLY Way to World-Class (1 of 6)
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45:45In this episode, Andrew speaks plainly and directly to you from the Awakened Forest without any of the spectacle of a large public audience. He goes DEEP into the philosophical explanations of why Compensation IS your main System/Structure in creating a World-Class company. We live in a world of “Incentives and Disincentives”... and BOTH the Positi…
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Employee Health Benefits with Leslie Shields
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31:39Send us a text Leslie and I spoke about health insurance benefits for employees and doctors. Leslie can be found at theshieldsagency.com === This episode is brought to you by Seasoned Advice HR, where I help healthcare clinics and service businesses to hire, retain, and manage better — helping you get Better Results Through People. Learn more at se…
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Send us a text In this episode of Healthcare Leadership Live, my esteemed guest is Mitt Mehta. Mitt is a healthcare CFO with experience in multiple specialties. In this show, we discussed Mistakes that physician-owners make Private equity trends Tips for doctors wanting to exit ownership And more === This episode is brought to you by Seasoned Advic…
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