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The Accounting Podcast

Blake Oliver & David Leary

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The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
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An unscripted and shamelessly uncensored podcast that aims to normalize therapists in private practice becoming wealthy. Somewhere along the way, society decided that therapists who make the world better should be broke and large humans who can displace inflatable equipment should make 9 figures. Yeah, hard pass on that (pun intended). There’s a lot they don’t teach you in graduate school about running a private practice and Robert Whittley is here to help. He gives you great, practical tips ...
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The Mr. R Show

Chris Picciurro and John Tripolsky

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The MRR Institute provides industry-leading training and coaching to accounting and tax professionals who are committed to a healthy, profitable, and balanced life. Our commitment and focus are centered around teaching business processes that allow members to implement and grow a membership-based subscription business model focused on value pricing.
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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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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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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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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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Join Jeremy Wells, EA, CPA, as he breaks down the complexities of tax law into practical guidance you can apply immediately. Each episode focuses on a specific tax strategy, credit, or compliance issue that matters to tax professionals and business owners. Rather than theoretical discussions, Jeremy delivers actionable insights based on real-world scenarios and current tax regulations. Whether you're navigating Section 1031 exchanges, maximizing research credits, or helping clients with ener ...
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We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don’t forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
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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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Welcome to the Art of Dental Finance and Management with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals through saving taxes, investing and planning wisely and managing your dental practice, so it can become as profitable as possible. Here is your host…CPA Art Wiederman.
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CPA firm management software

Accounting Practice Management

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Unlock the full potential of your CPA firm with Taxaroo, the premier management software designed specifically for accounting professionals. Say goodbye to tedious paperwork, data entry errors, and time-consuming processes. Taxaroo streamlines every aspect of your practice, from client management to tax preparation, so you can focus on what truly matters – delivering exceptional service and maximizing profits. With Taxaroo, you can effortlessly manage client information, track billing, and m ...
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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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Pulse of the Practice

Thomson Reuters

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We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant ...
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The Audit Podcast

The Audit Podcast

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On the show you can expect to hear from everyone: from the intern, to the IT audit director, CAE and audit committee members because all of their opinions are important. We’ll talk about integrating tech into audit, how to get quick wins, the latest SOX guidance and whatever other topics the guests want to talk about and whatever you want to hear about. Be sure to subscribe to the show in whatever you’re listening to it on now and we’ll talk to you soon.
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"The Art of Medicine with Dr. Andrew Wilner" explores the arts, business and clinical aspects of the practice of medicine. Guests range from a CPA who specializes in helping locum tenens physicians file their taxes to a Rabbi who shares secrets about spiritual healing. The site features physician authors such as Debra Blaine, Michael Weisberg, and Tammy Euliano, and many other fascinating guests.
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Welcome to Travis, Can I Have This?, the podcast for dental practice owners looking to master their business finances, navigate tax challenges, and unlock their practice’s full potential. Hosted by a CPA who specializes in working with dentists, each episode delivers actionable insights, clear strategies, and a touch of the dry humor to help you take control of your financial future. From tax tips to goal setting, we tackle the questions that keep practice owners up at night—so you can focus ...
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Art of Consulting Podcast

Andy Fry, Cat Lam

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You'll learn our top strategies to improve your career, confidence, lifestyle from us and other crazy successful seasoned consultants in IT and Management. Engage in the conversation as we discuss everything that brought us longevity and success over the years in the consulting industry.
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IRS Whisperer

Dan Henn, CPA, CTR™

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This is a show for tax professionals who want to expand their tax practice into IRS Representation (Collections and Exam). We teach the principals (and some advanced tips) on Marketing, Practice Management and Tax Technical tips to grow, manage and handle just about any case.
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The Bean Counter

Andrew Argue

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The Bean Counter is your guide to a successful accounting career! Whether you're in University looking for your first job, or crushing it at your full time career, The Bean Counter is the show for you! We have topics ranging from preparing your resume and interviewing, to dealing with salary negotiations and being promoted. We'll have interviews with today's most inspiring accountants and find out how they got where they are today, and what advice they have for you! We'll also talk with recr ...
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The Dental Amigos

The Dental Amigos

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Friendship, collaboration and education for the dental profession. Dentistry can be a lonely profession without good friends. The Dental Amigos hope to serve as a resource for dentists and those who like, love or spend time with dentists, and to bring the dental world together for the RIGHT reasons–fun, friendship and (practical) learning inside and outside of the operatory.
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Retirement Road Map

Derek Gregoire, Keith Ellis, and Matthew Peck

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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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Are you an Orthodontist wondering how to grow your practice in this fast-paced, competitive marketplace that seems to be changing every day? The Golden Age of Orthodontics, formerly The Survival Guide for Orthodontists podcast, is dedicated to making you the authority in orthodontics to prospective new patients in your community. Dr. Leon Klempner and Amy Epstein, co-founders of People & Practice, know the business of orthodontics. They bring you insights, tips and guest interviews focused o ...
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Bringing together healthcare providers, business leaders and forward thinkers at the intersection of healthcare and real estate to explore optimizing human, property, or professional performance. In conversations with innovators, industry disruptors and strategy masters inspired by progressive medical procedures, health & wellness therapies and investment real estate solutions we analyze how to deliver better patient care using medical office buildings, surgery centers, urgent care centers a ...
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Dental.MBA

eAssist Dental Solutions

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In this podcast, powered by eAssist Dental Solutions, Penny Reed interviews dental industry experts on various aspects of the business of dentistry. To learn more about eAssist Dental Solutions, visit dentalbilling.com.
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Welcome to the Happy Healthy and Rich podcast, formerly the Suzanne Show! I developed the Happy Healthy and Rich brand in 2016 to help women just like you have some real discussions about running businesses, personal development, navigating the ins and outs of being a woman, women's health, and how to find more joy. Come on in friend! I'm Suzanne Proksa, multitalented founder of SuzPro Innovations, and I'm proud to serve women, online business, and the People Ops/HR community. I'm also a for ...
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Show Summary: In this episode of Grow My Accounting Practice, we’re joined by Edward Brooks to unpack “The 5 Reasons Stopping CPA Firms From Adding Millions in Revenue, Value, and Wealth.” Edward shines a light on why, even in a booming market, most CPA firms are leaving massive growth opportunities on the table. He challenges firm owners to take a…
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ITR Economics has been predicting a “Great Depression” beginning around 2030. Over the past seven years, I’ve had multiple representatives from their firm on the show, and they’ve never wavered from that forecast. That might not sound so alarming—until you realize that their long-term predictive track record is 94% accurate over the last 70 years. …
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Dr. Wilner would love your feedback! Click here to send a text! Thanks! Many thanks to journalist Eric Garcia, author of "We're Not Broken: Changing the Autism Conversation," for joining me on this episode of The Art of Medicine with Dr. Andrew Wilner! I heard Eric speak on another podcast, "Uniquely Human,” named after the best-selling book by aut…
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In this episode, Brian is joined by Dr. Dana Fort and Brian Tomono to talk through the story of Dr. D in North Carolina. Dr. D’s story is an interesting one because it had lots of twists and turns, including an inexperienced broker, some tricky lending, and an interesting credentialing journey. In part 3 of this 3-part story, we follow what Dr. D n…
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It's all too common for investors to be seduced by the illusion that careful stock-picking leads to outsized returns. Most of the time, though, the results are disappointing. Our guest, Jonathan Bird, CFP®, CWS®, explains what our clients should be doing instead, and how he plans to change the way everyone invests... by doubling the size of his pra…
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Could the Pope be on the hook for US taxes? As the first American elected Pope, Leo XIV faces an unusual conundrum under US citizenship rules. Meanwhile, Intuit's controversial new API pricing has developers reeling, and Hector Garcia joins the conversation to explain why this "tariff" threatens the entire QuickBooks ecosystem. Blake and David also…
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In this episode, Brian is joined by Dr. Dana Fort and Brian Tomono to talk through the story of Dr. D in North Carolina. Dr. D’s story is an interesting one because it had lots of twists and turns, including an inexperienced broker, some tricky lending, and an interesting credentialing journey. In part 2 of this 3-part story, we follow how Dr. D se…
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Show Summary: Best-selling author and speaker Bob Burg joins us on this week’s episode of Grow My Accounting Practice to unpack the powerful concept of Genuine Influence — the kind that builds trust, fosters strong relationships, and leads to real results without manipulation. Bob shares the difference between influence and manipulation, walks us t…
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Are you ready to elevate your orthodontic practice while sidestepping legal pitfalls? Curious about harnessing AI ethically or managing patient challenges with confidence? Dive into this episode of The Golden Age of Orthodontics with hosts Dr. Leon Klempner and Amy Epstein, joined by Trey Lawrence, CEO of the AAO. We explore essential strategies fo…
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On this episode Joe speaks with Liz Scott about the ongoing AI revolution in the accounting profession and how it's transforming the way firms handle data, reduce burnout, and deliver client insights. Liz breaks AI down into three key “buckets”: bookkeeping, data review, and client deliverables—explaining how each is being reshaped by AI-powered to…
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The R&D tax credit offers significant tax-saving potential, yet remains misunderstood by many small business owners and their advisors. Jeremy breaks down the key components of the Section 41 credit, explaining qualified research activities, eligible expenses, and calculation methods. Small service-based businesses might qualify more often than the…
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In times like these, when there's market volatility and financial insecurity, it's more important than ever to have a financial plan to know that you can weather the storm and wild swings in the markets. It's the difference between having a plan vs just having a portfolio. In today's episode, Derek Gregoire is joined by SHP Financial's Lead Advisor…
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Recorded live at the California Dental Association (CDA) meeting, this week on Travis, Can I Have This? I sit down with the legendary dental attorney Ali Oromchian—a name well-known in the dental world (his wife is a pediatric dentist too). With over two decades of experience representing healthcare professionals, Ali shares the five most important…
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This week on The Audit Podcast, we’re joined by Beth Womersley, Head of Assurance & Advisory Services at Universal Destination & Experiences. Beth shares her experience launching and leading ERM programs across multiple organizations. As internal audit teams take on more ERM responsibilities, she shares tips on where to start, how to get support fr…
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In this episode, Brian is joined by Dr. Dana Fort and Brian Tomono to talk through the story of Dr. D in North Carolina. Dr. D’s story is an interesting one because it had lots of twists and turns, including an inexperienced broker, some tricky lending, and an interesting credentialing journey. In part 1 of this 3-part story, we follow how Dr. D de…
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The Power of Authenticity in Attracting Talent and Changing Perceptions In this episode of the Accountant’s Flight Plan Podcast, we interviewed fellow podcaster and reputation-building expert Rob Brown. Rob is the host of three accounting-related podcasts with a collective following of over 50,000 listeners and is the author of Build Your Reputatio…
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The Wealth Formula Community is filled with high-paid professionals and small business owners—I'm one of them. Most of us are so focused on making a living that we rarely think about the day we might want to sell our "jobs." Over the years, I've encountered many physicians and dentists who never even considered an exit strategy until private equity…
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In this episode, Brian is joined by Dr. Dana Fort and Brian Tomono to talk through the story of Dr. A in Arizona. Dr. A’s story is up first because while his is an inspiring journey, the transition itself was pretty smooth, fairly straightforward. This will be a good starting point as we get into less-than-simple transition stories later in the sea…
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What if your firm could cut its tech stack in half while delivering faster results to clients? In this episode, Blake and David explore the consolidation revolution in accounting software as practice management tools secure massive funding rounds. They also break down how private equity is reshaping the profession's business model, with some firms …
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FREE CPE (1 credit) via EarMark: https://earmark.app/c/2472 About The Guest: Ivan Arroyo Ivan is a seasoned tax professional and the owner of a CPA practice in the Wenatchee Valley, Central Washington. With a focus on personalized client service, Ivan has significantly transformed his firm by adopting a subscription model, allowing for predictabili…
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Show Summary: In this episode of Grow My Accounting Practice, we sit down with Ross Loveland, Founder & CEO of True Profit Salons, to talk about what it really takes to scale an accounting practice and evolve your services. Ross shares the early steps of building his practice, the lessons learned from choosing (and changing) a niche, and how a fail…
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Are you looking for ways to generate free leads and grow your firm without spending a fortune on marketing? Then you're in the right place! Michelle Weinstein is bringing you the inside scoop with Scott Scarano, the accountant who throws accounting norms out the window, hosts a killer podcast called Accounting High, and drops some surprisingly smoo…
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In this episode of the Growing Your Firm podcast, host David Cristello welcomes Alan Whitman, the former CEO and chairman of Baker Tilly. Alan shares his remarkable journey of transforming Baker Tilly from a $475 million firm to a $1.5 billion powerhouse. Throughout the conversation, Alan describes how businesses can thrive – largely by prioritizin…
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In this episode, Brian is joined by Dr. Dana Fort and Brian Tomono to talk through the story of Dr. A in Arizona. Dr. A’s story is up first because while his is an inspiring journey, the transition itself was pretty smooth, fairly straightforward. This will be a good starting point as we get into less-than-simple transition stories later in the sea…
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Dentists in private practice are bombarded with not only their local dental supply representative visiting on a regular basis, but dozens dental supply vendors standing in line at the practice entrance. These vendors most often want to sell the practice owner their product, but did you know there are ways to save? With Procurement Technology dentis…
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On this episode Joe speaks with Heather about how to maximize your return on investment from conferences by attending with intention, identifying clear learning goals, and planning connections in advance. They dive into the “three threes” approach—three skills to learn, three tools to explore, and three people to meet—and emphasize the importance o…
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Solar installations create valuable tax benefits, but determining eligible expenses requires careful analysis. Jeremy Wells breaks down the Residential Clean Energy Credit under IRC Section 25D, explaining which costs qualify, how to handle roof modifications, and when the credit can be claimed. The episode provides essential guidance for tax profe…
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This week on The Audit Podcast, we’re joined by Nancy Yuen, Financial Data and VP of SOX Governance at SoFi. In this episode, Nancy shares how emotional intelligence has been a driving force behind her career success—from her early days at KPMG to leadership roles at Clorox, Google, and now SoFi. Nancy realized she needed to intentionally build her…
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Summary In this episode, Mo Arbas and Paul Miller engage with Michael Foguth, a prominent figure in the financial services industry. They discuss Michael's journey into financial services, the importance of tax planning, current trends in wealth management, and the role of AI in enhancing client relationships. The conversation emphasizes the need f…
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In this episode, Brian is joined by Dr. Dana Fort and Brian Tomono to talk through the story of Dr. A in Arizona. Dr. A’s story is up first because while his is an inspiring journey, the transition itself was pretty smooth, fairly straightforward. This will be a good starting point as we get into less-than-simple transition stories later in the sea…
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, our online mastermind group, is where we dive into the financial questions that keep us up at night, and one debate that keeps coming up is whether to pay off your mortgage. It’s a complex question, but let’s unpack the math and the emotion so you can decide for yourself. First, think of your mortgage as a lever: with just 20% down, you control 1…
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Dr. Wilner would love your feedback! Click here to send a text! Thanks! Many thanks to Marc-David Munk, MD, MPH, author of "Urgent Calls from Distant Places: An Emergency Doctor's Notes about Life and Death on the Frontiers of East Africa," for joining me on this episode of The Art of Medicine with Dr. Andrew Wilner! He's an unusual doctor who wrot…
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Show Summary: In this episode of Grow My Accounting Practice, we’re joined by Liz King Caruso—Event Strategist, Consultant, and CEO of Liz King Events and techsytalk—to dive into the power of building a community to grow your brand. Liz shares her insights on how businesses in 2025 are leveraging events not just for visibility, but for genuine conn…
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On this episode Heather speaks with Eric Green, Founder of the Tax Rep Network, about leveraging expert tax representation to empower business advisors in streamlining client services. They delve into how Eric’s extensive experience as a tax attorney and founder of the tax rep network aids in enhancing efficiency and effectiveness in client engagem…
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Could AI create a $20 trillion professional services earthquake? In this episode, Blake and David dive into the data showing that AI firms generate $45,000 more revenue per employee than non-adopters. You'll discover how AI is reshaping traditional accounting and what Claude's new ability to connect with your Gmail and calendar means for productivi…
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Many people nearing retirement focus on their portfolios but neglect one of the most important components of a fulfilling life—genuine human connection. Especially in today’s world, where negativity dominates the headlines and technology often replaces personal interactions, gratitude can help us build more meaningful relationships and improve our …
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