Discussions about accounting management, best practices, controls, throughput accounting, and GAAP for the accountant, controller, or CFO.
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Accounting Practice Management Podcasts
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
107
100
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 donāt talk about are accounting skills. You already have those. What we do is give you business skills.
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
174369
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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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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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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The latest research and opinion from ACCAās Professional Insights. We explore the big issues impacting business, the accountancy profession and the evolving world of work. From technology to talent management, our subject matter experts and guests discuss good practice from across industries to help you stay ahead in business and your career.
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Smithink - helping accountants turn their practices into great businesses
David Smith + Mark Holton, Smithink
582
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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I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
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In the creative world, passion and talent are essential. But understanding the business side is fundamental for sustained success. "From Creative Passion To Profit" bridges the gap between creativity and commerce, providing you with the tools to manage your finances, develop marketing strategies, and grow your entrepreneurial mindset. By focusing on practical financial and business advice, specifically for individual artists and creatives, this podcast will provide valuable and focused suppo ...
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Join dentist entrepreneurs, and spouses, Dr. Anushka Gaglani and Dr. Abhishek Nagaraj for insights from dental industry experts and innovators on current and emerging trends in business practices, patient care and career development and what it takes to be successful in this dynamic field. Perfect for anyone passionate about business, the future of dental care, and dentists looking to become elite clinicians over time.
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We all love freeā¦ 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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IMAĀ® (Institute of Management Accountants) brings you the latest perspectives and learnings on all things affecting the accounting and finance world, as told by the experts working in the field and the thought leaders shaping the profession. Listen in to gain valuable insight and be included in the future of accounting and finance!
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Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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The DOC Podcast brings you unique educational content taught by Dr. Mike DeLuke, a Board Certified Orthodontist with over 20 years of clinical and academic experience. Dr. DeLuke built his orthodontic practice from scratch in the early 2000s and grew it into a multimillion-dollar enterprise in less than 10 years. He was able to retire from private practice at the age of 46 years old, and now devotes his energy to teaching his colleagues how to succeed both personally and professionally. Dr. ...
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Join your host, Laurence Whittam, on a groundbreaking podcast journey tailored for the modern accounting professional. āBusiness Beyond Bordersā delves deep into the world of accounting, offering a fresh perspective that transcends traditional boundaries. Each episode is a treasure trove of knowledge, focusing on trends, strategies, and the transformative power of staffing, outsourcing, and offshoring. Why This Podcast? - Explore Beyond Borders: Uncover the potential of global staffing solut ...
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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFPĀ®, and Micah Shilanski, CFPĀ®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
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This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Michelle Long and Dan DeLong who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Thursday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour we ...
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the worldās only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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PLAN GOAL PLAN | Goals, Transformation for Women, Mindful Time Management, Balance, Working Moms
Danielle McGeough, PhD
8238
** Top 1.5% Globally Ranked Podcast ** You know that feelingāwhen life looks full of achievement, but something inside still feels... off-script? Welcome to the Plan Goal Plan Podcast, where we turn planning and goal setting into a ritual of self-revelation and intentional living. Iām Danielle McGeoughāprofessor, mom, recovering overachiever, and ritual nerd. After years of chasing big goals and crossing off endless to-do lists, I hit a milestoneāand felt completely unmoored. Thatās when I s ...
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So, youāre a new lawyer or youāre new to practicing solo. Youāve got your game plan. Now what? First, know that youāre not āalone. Itās the fastest growing segment of the legal profession. Welcome to New Solo here on the Legal Talk Network, where youāll learn a lot about practicing law. SOLO!
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Want to learn more about Customer Success? On this Customer Success podcast we invite guests from all over the world to open up about their Customer Success strategies and provide you with tactical advice that you can use in your own organization to improve customer retention, increase solution adoption, expand upsell revenues, perfect your renewal processes and gain more advocates. Be sure to subscribe to our podcast to get notified when we upload a new podcast episode!
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From building repairs and maintenance, energy upgrades, insurance, lobby redesigns, accounting and financing - the challenges facing co-op and condominium board directors are endless. In this series, Habitat Magazine editors interview New York City experts to learn how problems have been solved at their client co-op and condo buildings. We take a deep dive into the issues being confronted, the possibilities for solutions, the costs, the challenges, and the outcomes. Habitat Magazine, founded ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFPĀ® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets itās worth a listen!, Bleav
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Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar ...
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Dr. Keith Rose is an internationally recognized plastic surgeon and tactical medicine physician who has been performing plastic and reconstructive surgery in Afghanistan, Pakistan, Africa, Central, and South America for the past 21 years. He is also the CEO of Rose Medical Management (www.roseonsite.com), a South Texas-based company providing urgent care clinics (www.urgentcarecc.com), onsite clinics, emergency response teams, and medical/occupational case management services to over 100 com ...
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Welcome to the Intertek Podcast Network, Assurance in Action, your hub for quality insights and information from our Intertek experts. Learn what our people are saying about important industry trends ranging from food safety standards to supplier management and everything in between! With new and recurring guests, we are poised to provide you the knowledge needed to enhance your business processes, operations, and safety.
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This isnāt your typical management-skills podcast. Join Nash Consultingās CEO Ethan Nash (an entitled millennial) and his Dad, the company founder, Mike Nash (a cynical gen Xāer) as they sort through the plethora of leadership information out there in order to provide you practical, actionable ways to become a manager rockstar. If you manage people or you aspire to manage people, you should probably listen to this podcast. Since 1996, Nash Consulting has been helping managers not suck. Their ...
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The KaiNexus Continuous Improvement Podcast features content from our webinars. We also share conversations with KaiNexus team members and customers from time to time. This podcast brings you information about continuous improvement best practices, employee engagement, lean, six sigma (and related improvement disciplines) and more. Join us as we explore the nuances of creating a culture of continuous improvement, no matter your level of expertise or your industry.
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Welcome to 'It Depends', a sales tax podcast hosted by Brian Greer and Jeff Meigs from TaxConnex. In this podcast, weāll be exploring different aspects of sales and use tax. So whether youāre a tax pro or a novice, in industry, school or a practicing CPA, tune in and join us as we attempt to simplify the complexity of the sales tax world. This is āIt Depends.ā Because with sales tax, there is rarely just one answer. And often thatās our answer to many questions ā it just depends. Brian - Chi ...
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Plannerā¢ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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If you want to build an accounting or bookkeeping firm that gives you joy, you need to stop, and focus. Learn strategies and best practices for practice management and earn FREE CPE while you're at it!
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Transform your accounting workflow with Taxaroo's cutting-edge task management software designed exclusively for accountants. Say goodbye to the chaos of tax season and embrace a seamless and efficient approach to managing your tasks. Our intuitive platform streamlines your daily operations, allowing you to prioritize, delegate, and track tasks effortlessly. With customizable features tailored to meet the unique needs of accountants, Taxaroo ensures that you stay on top of deadlines, collabo ...
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Are you tired of the hassle and stress of managing your accounting practice? Look no further than Taxaroo - the ultimate practice management solution designed specifically for accounting professionals like you. Taxaroo is your one-stop platform to revolutionize the way you run your accounting practice. Say goodbye to the chaos of spreadsheets, scattered client data, and manual invoicing. With Taxaroo, you can effortlessly streamline your practice, boost productivity, and provide top-notch se ...
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Teaching strategies, classroom management, education reform, educational technology -- if it has something to do with teaching, we're talking about it. Jennifer Gonzalez interviews educators, students, administrators and parents about the psychological and social dynamics of school, trade secrets, and other juicy things you'll never learn in a textbook. For more fantastic resources for teachers, visit http://www.cultofpedagogy.com.
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Concierge Medicine Today's "DocPreneur Leadership Podcast" has become a trusted voice and is a recorded history of membership medicine in all it's various forms. From Concierge Medicine to Direct Primary Care (DPC) and everything in between it unpacks unique entrepreneurial insights in healthcare ranging from hospitality in healthcare from a patient perspective to interviewing healthcare leaders, Physicians, PAs, NPs, insurance and payor connections, attorneys, interior designers and more. T ...
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From locking in tech vendors to booking high-impact speakers to ensuring the cocktail hour goes off without a hitch, planning meetings or events can be a daunting task, and the likelihood of something going sideways is inevitable. No matter your experience level or the number of events you've planned. Brought to you by eSpeakers, No More Bad Events is the professional event planner's best resource for navigating this tenuous universe towards event perfection every time. Hosted by Scott Bloom ...
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Discussions about trends, insights and emerging issues impacting the accounts payable and payment functions
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A podcast series on running a successful and sustainable advice business, brought to you by Professional Planner
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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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 ā delivering exceptional service and maximizing profits. With Taxaroo, you can effortlessly manage client information, track billing, and m ...
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Take the hassle out of tax season and boost your small firm's financial efficiency with Taxaroo's cutting-edge tax software. Designed exclusively for small businesses, Taxaroo simplifies tax preparation, filing, and compliance, saving you time and money. Our user-friendly interface makes tax management a breeze, allowing you to focus on growing your business. Say goodbye to stress and hello to financial peace of mind - choose Taxaroo for small business success. For more detail visit us at ht ...
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Taxaroo is the cutting-edge tax practice management platform designed to revolutionize the way you run your tax business. Say goodbye to the hassle of managing client data, appointments, and documents manually. With Taxaroo, you can efficiently streamline your operations and focus on what matters most ā delivering exceptional tax services. Key Features: Client Management: Easily organize client information, track communications, and access historical data in one central hub. Appointment Sche ...
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Welcome to Payroll Profits, the podcast dedicated to helping entrepreneurs transform their payroll service offering. Hosted by Tyler Winn CPA, a seasoned accountant and payroll entrepreneur, this podcast is tailored specifically for accountants who are ready to make payroll a thriving part of their practice. Join Tyler as he delves into actionable strategies, best practices, and expert insights designed to empower entrepreneurs to streamline their payroll offerings and maximize profitability ...
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APAās Medical Mind Podcast covers the latest in psychiatric medicine and emerging trends in the field of mental health care. APA members and other health care professionals provide insight into the intersection between mind, brain and body. The Medical Mind is the home for all of APAās podcast content, and features new series and as well as highlights from AJP Audio, Finding our Voice, Psychiatric Services from Pages to Practice, and more. DISCLAIMER: This podcast is subject to the Terms of ...
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Join CPA & Entrepreneurial Accountant Salim Omar as he guides the audience through the principles of his "Genius Model", which shows CPA firm owners and accountant & tax practitioners how to make their practice successful.
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477 The State of Accounting Practice Management Systems
43:34
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š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F š¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G š° Today's Sponsors ClientHub https://www.clienthub.app/ MakersHub https://makershub.ai/ Vā¦
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Deal or No Deal? The P.E. Dilemma for Firms | Accounting Influencers
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Leaders must decide whether to follow the moneyāor protect their independence. Accounting Influencers With Rob Brown In a striking shift thatās redefining the accounting profession, private equity is no longer circlingāitās landed. On a recent episode of the Accounting Influencers Podcast, host Rob Brown breaks down what might be the most transformā¦
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Rewind : Providing Quality Services w/ Gabrielle Fontaine
46:14
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Join us as we revisit this conversation from 2021! For years Gabrielle has worked in accounting and perhaps has seen it all. Therefore, it is no surprise when the conversation turns to providing quality services ethically, but what does that mean? Take the time to listen in as Roger and Gabrielle discuss the role of the accountant and bookkeeper. Uā¦
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Kristen Lewis: Growth Strategy that Actually Works | Capstone Conversations
29:48
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To turn disruption into opportunities, get marketers to the table "early and often." Capstone Conversations By Jean Caragher For CPA Trendlines Kristen Lewis, Managing Director of Marketing for EisnerAmper and the 2025 Association for Accounting Marketing (AAM) Marketer of the Year, joins Jean Caragher on Capstone Conversations to share lessons froā¦
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Allie and Logan talk about some of the tax consequences of trust accounts and whether it is helpful to put your IRA in a trust after you pass.By Bleav + Quint Tatro & Daniel Czulno, CFPĀ® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets itās worth a listen!
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Financial Pessimism Will Eat You Alive (Bestie Ep) #1008
51:12
51:12
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Whether you saw some crazies doing it on TikTok or read about it in a fitness magazine, it seems like a lot of folks are giving ice baths a try. Evidently itās supposed to be good for your health, but regardless, there are hordes of people who are intentionally soaking in ice cold water around the 55 degree range. Of course this goes completely couā¦
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Encore Episode: How Are You Accountable When You Make a Client Mistake?
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In this encore episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation then shifts to the benefits of having a hybrid office, the value of hiring military wives and dependents, and the positive impact they have on their team. Jamie then shares the importanceā¦
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481 Answering 14 Questions About Running Accounting Firms
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Grab the 1 hour Q&A with Canopy CEO Davis Bell here! https://www.getcanopy.com/blog/ask-jason-staats-anything The video about using AI for research https://youtu.be/OkI0tdeYuSM?si=UtiY66c1CbtEHeGG Check out the AI assistant for this podcast! https://www.delphi.ai/jasonstaats My guide to building out your tech stack https://youtu.be/civmOqx6Td8?si=kā¦
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6 Steps to Continuous Improvement in Automotive Manufacturing
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The blog post Manufacturers in the automotive sector face significant pressures today, from rising material costs and supply chain disruptions to the demand for faster production times and stricter regulatory requirements. Achieving continuous quality improvement (CQI) remains critical, as it not only enhances product consistency and drives compliaā¦
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Only a small percentage of Health Savings Account owners will take advantage of this opportunity initially
29:59
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Only a small percentage of Health Savings Account owners will take advantage of this opportunity initially, but the number may grow in the future when HSA-qualified plan enrollees realize how cost certainty for primary care, a focus on maintaining health, and assistance in navigating other care based on price and quality dovetail with their financiā¦
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Barrie Cohen: How PR Helps Financial Experts Stand Out
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Show Summary: In this episode of the Grow My Accounting Practice podcast, weāre joined by Barrie Cohen, Founder and CEO of BCPR, to explore how public relations can be a powerful tool for financial professionals. Barrie breaks down what PR really isāand why itās more important than ever for finance experts to build authority, gain visibility, and sā¦
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The Biggest AP Automation Issues No One Talks about
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Costly overlooked issues that no one talks about could derail your accounts payable or accounting automation project. But once you know what they are, you can work around them AND recognize them when they arise. Link to The Managing Interruptions Survival Guide https://youtu.be/lAaVtX1Y1vU Subscribe for more tips and insights like this: https://wwwā¦
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Building a Practice with Purpose: How One Former Police Chief Built a Client-Centered Law Firm | First Flight #6
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What does it take to pivot from a career in law enforcement to launching a solo elder law practice? In this episode of New Soloās First Flight series, Adriana Linares sits down with Andrew Schierberg, a former police chief who retired after 20 years of service and started a second career in law. Andrew shares how he found his passion for elder law,ā¦
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Creating a Caring, Convenient, Positive Dental Experience for Families: Dr. Saam Zarrabi, CEO of Rodeo Dental and Orthodontics
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Today on Filling You In with A-Squared, our hosts Dr. Anushka Gaglani and Dr. Abhishek Nagaraj introduce you to one of the fastest growing comprehensive dental groups in the country, which is also one of the most interesting because of its commitment to serving people at all income levels, as well as for its theatrical flair. Rodeo Dental and Orthoā¦
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What's Causing the Chronic Disease Epidemic in Our Children? (w/Beth Lambert) [Ep.112]
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In this enlightening episode of The DOC Podcast, I welcome Beth Lambert, a prominent advocate for addressing the root causes of chronic childhood conditions. Beth, the founder and executive director of Documenting Hope, shares her extensive research on the escalating rates of chronic illnesses in children, such as autism, ADHD, and autoimmune diseaā¦
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More Admins, Fewer Students, No Plan | ARC
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Hosts call out the fiscal dysfunction behind Americaās school meltdown. Accounting ARC With Byron Patrick, and Donny Shimamoto When CNBC published a video examining why U.S. public schools are facing severe budget shortfalls, it sparked a passionate accounting conversation. On the Accounting ARC podcast, co-hosts Donny Shimamoto, CPA.CITP, CGMA, anā¦
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Defining True Sustainability Amid Growing Greenwashing Risks: Identifying Genuine Eco-Friendly Products with LCA Insights
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In our latest podcast, join Catherine Beare and Monisha Monachan, as they dive into how to spot genuine eco-friendly products. Discover how life cycle assessments (LCAs) and environmental product declarations (EPDs) bring real transparency to sustainability claims, and why this matters more than ever in todayās market. Tune in for practical insightā¦
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Ep.406 - Targeting Your Health: LifeWave Patches Are Changing the Game
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Dr. Rose welcomes Microbiologist, Research Scientist, and stem cell recipient, Karri Garcia, to discuss LifeWave patches - a wellness product (used by Dr. Rose) that combines peptides with light therapy to target health concerns like pain and inflammation. /// Support The Scalpel with Dr. Keith Rose - Experience a Healthier You with LifeWave Phototā¦
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Go PRO: Get full sitewide access with today's best offer
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Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then itās time to upgrade to CPA Trendlines PRO Membershipāyour all-access pass to premium insights, strategies, and tools designed just for YOU! See today 's best PRO offers here. Get exclusive access ā Over 10,000 articles, tools, and expert guidanceākeepinā¦
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#123: Tax Saving Strategies for Physician Parents with Ken Eremita, CPA
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Even as a physician mom or dad, the thought of taking your kid to the ED can be scary. Lots of docs, especially self-employed docs, also dread the idea of taking on the IRS alone. If that's you, listen in as Nate Reineke and Ben Utley discuss tax strategies with Ken Eremita, CPA. From his office in Los Angeles, Ken offers tax planning, preparation,ā¦
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Art Werner: Use This Window Wisely | Quick Tax Tip
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...Before year-end chaos returns... Quick Tax Tip With Art Werner CPE Today Busy season is behind us. Year-end reporting deadlines havenāt hit yet. That makes right now the sweet spot for strategic client outreachāand tax professionals shouldnāt waste a second of it. Click here for more Art Werner In the latest episode of the Quick Tax Tip podcast,ā¦
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BPM CEO Jim Wallace: Cracking the Code on Inclusion | MOVE Like This
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āYou can have inclusion without belonging, but itās not going to stick. People need to feel they matter.ā MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This, host Bonnie Buol Ruszczyk talks with Jim Wallace, CEO of BPM, about how the firm has embedded diversity, equity, inclusion, and belonging (DEIB) intoā¦
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The Good Enough Job w/ Simone Stolzoff (Bestie Ep) #1007
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āWork will always be work. Some people work doing what they love. Other people work so that they can do what they love when theyāre not working. Neither is more noble.ā This is a quote from Simone Stolzoffās new book The Good Enough Job: Reclaiming Life From Work, thatās set to publish in a couple weeks. And regardless of where you fall on that speā¦
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Quint and Allie talk about what happens to debts after someone passes away.By Bleav + Quint Tatro & Daniel Czulno, CFPĀ® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets itās worth a listen!
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E = MC Squared: The Energy and Impact of a Great Emcee (ft. Jeff Rogers | Keynote Speaker | International Host | Best Selling Author)
40:43
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GUEST BIO: An award-winning TV host, best-selling author, and TEDx speaker with 30+ years of audience engagement experience; Jeff is a Second City Theater alum and Virtual Speaker Hall of Fame inductee. Today Jeff is an acclaimed event emcee and owns The Players Workshop. His improvisation expertise has benefited numerous Fortune 500 companies, traā¦
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480 13 Brutal Truths to be a Better Accounting Firm Owner
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š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F š¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G š° Today's Sponsors ClientHub https://www.clienthub.app/ TeamUp https://www.hireteamup.comā¦
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5 Must-Have CFO Services for Accounting Clients w/ Lera Kooper
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Join Roger Knecht on āBuilding the Premier Accounting Firmā as he interviews Lera Kooper, owner of a CPA business advisory firm, about her journey of acquiring and growing accounting firms, and her strategies for offering high-value CFO and advisory services. Discover how Lera transitioned from a tax-driven model to a balanced approach, emphasizingā¦
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Client Collaboration: Accessing QuickBooks Client Data
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Mathew and Dan will be discuss that variety of ways to work with clients QuickBooks files in Online and Desktop. We will be joined by our friends at Qbox to take a closer look at how this option works. Learn About Qbox - https://snip.ly/SOBQBox QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and Quicā¦
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Yoss: You Need a REAL Data Backup Plan - Right Now | Quick Tech Talks
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A brief disruption could cost you thousands. A complete failure could cost you everything. Quick Tech Talk With Steve Yoss CPE Today In the digital era, your data is your most valuable asset. Whether you're serving clients, analyzing operations, or simply keeping your business afloat, uninterrupted access to accurate data is essential. But what hapā¦
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Jackie Meyer: Tax Planning in 90 Seconds? Believe It | The Disruptors
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Boundaries, balance, and tech-powered efficiency are key to more fulfilling work. The Disruptors With Liz Farr Jackie Meyer envisions a future where every taxpayer āhas some kind of democratized access to tax-saving ideas.ā Those on the lower end of the income spectrum might be able to upload their 1040s for an instant readout of missed tax saving ā¦
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What Focusing on Yourself Actually Looks Like (And how to do it) Ep. 228
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In this episode, I share how burnout led me to rethink where my time and energy were going. I started exploring what would happen if I said yes to the things that truly energized meāand no to what didnāt. Turns out, setting honest boundaries helped me feel more present, joyful, and free. I talk about how people-pleasing and pressure can blur our chā¦
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Partnerships That Work: How to Build Creative Collaborations That Last
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Partnering with another creative can open doors ā but it can also bring drama if youāre not prepared. From clashing visions to financial headaches, not all partnerships are built to last. So, how do you protect yourself and give your collaboration the best chance of success? In this episode: āPartnerships That Work: How to Build Creative Collaboratā¦
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Beat the Clock on Local Law 97 Without Breaking the Bank
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With the 2030 carbon emissions deadline approaching fast and major retrofits looming by 2035, New York City board members need to listen up. Mark Balsam, president of Redocs, an energy and compliance consultancy, reveals why so many buildings are still scrambling despite years of advance notice ā and more importantly, what smart boards are doing abā¦
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DiJoseph and Mazabel: Estate Planning Is the New Advisory Service Power Play | Holistic Guide to Wealth Management
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Connecting the dots between behavior, legacy, and tax strategy unlocks greater trustāand stronger returnsāfor clients. By Rory Henry CFPĀ®, BFAā¢ For CPA Trendlines In todayās evolving advice landscape, being an expert in investment portfolios or tax returns is just table stakes. To stand out in a crowded field, you must be able to think at least twoā¦
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Breaking the Silence, Addressing Youth Suicide Ep. 1: American Indian/Alaska Native/Native Hawaiian
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In this premiere episode of Breaking the Silence: Addressing Youth Suicide, part of the APAās More Equity in Mental Health podcast series, host Dr. Helen Blaisdell Brennan speaks with Dr. Dale Walker, a Cherokee psychiatrist and Director of the One Sky Center. Together, they explore the deeply rooted factors contributing to elevated suicide rates aā¦
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New HSA Provisions and Who Bears The Weight of Education In Your DPC Practice
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The second provision solves a somewhat arcane HSA problem for individuals and families that have a special arrangement with their primary care doctor, known as a ādirect primary careā arrangement. Under these arrangements, people pay their doctor a monthly (or annual) fee instead of paying their doctor only when they are seen in person. Today, DPC ā¦
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Trial Balance vs Balance Sheet What's the difference
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Are the trial balance and the balance sheet the same thing? Of course not. But, confusion between the two is more common than you might imagine. Letās take a look at both of them so you understand what they are, how each is used and how they are different. They are both used in accounting, accounts payable and finance. But that is about where the sā¦
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Chris Papin: A Bold Blueprint for the Modern Firm | The Concierge CPA
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This interdisciplinary approach offers a glimpse into the future of the accounting profession. The Concierge CPA With Jackie Meyer For CPA Trendlines In this episode of The Concierge CPA, host Jackie Meyer introduces an extraordinary guest who truly embodies the term concierge advisor. Meet Chris PapināCPA, attorney, insurance producer, and all-aroā¦
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Money Gears: Ordering Your Money Decisions Properly (Bestie Ep) #1006
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Over 1,000 years ago, somehow, the Vikings were able to sail from Norway to Greenland. Without relying on any special instruments or any rudimentary technology, they were even able to reach as far as North America! Evidently they relied on the polarization of the sky, whales or birds they came into contact with, and the color of the ocean- quite reā¦
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Quint and Logan talk about the difference in small cap index funds and large cap index funds and the place both could have in your portfolio.By Bleav + Quint Tatro & Daniel Czulno, CFPĀ® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets itās worth a listen!
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Navigating Client Mistakes: A Guide for Advisors [Episodes 316]
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In this episode, Matt and Micah discuss the inevitability of mistakes in client management and the importance of addressing them effectively. They emphasize the need for setting expectations with clients, taking ownership of errors, and having a structured process for handling mistakes. The conversation covers both major and minor issues, highlightā¦
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479 9 Ingredients to Effective Change Management in Accounting Firms
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š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F š¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G š° Today's Sponsors ClientHub https://www.clienthub.app/ MakersHub https://makershub.ai/ Vā¦
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Join us this Wednesday for a new episode where Roger discusses transitioning from a compliance driven to strategic driven firm with Lera Kooper.By Roger Knecht - Universal Accounting Center
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Ep. 308: Brian Hock - Bridging the Gap Between Certification and Work
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Ready to take your career to the next level? Join host Adam Larson as he chats with Brian Hock, Founder and CEO of HOCK International and expert in accounting and finance education, about what really matters when it comes to professional certifications like the CMA. Brian breaks down why earning the certificate is just the startāand why actually apā¦
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Beyond the Label - The Overlooked Risk of Cosmetic Packaging
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Join Intertek Assurisā Taylor Cavanaugh and Ashli Span on Assurance in Action as they uncover the hidden risks of cosmetic packaging, risks that could impact both consumer health and brand reputation. Tune in to explore why packaging matters just as much as whatās inside, and how you can stay ahead of evolving safety regulations. Speakers: Taylor Cā¦
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"Focus on the why people stay ā not just that they can leave." By Editor-in-Chief, Concierge Medicine Today Why are some small medical offices in low cost (i.e. sub $99/pmpm) cash-only subscription-based healthcare delivery talking so much [in the past year I've noticed!] about "the churn", "you can leave at anytime" or telling patients, "There's tā¦
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Nick Huber: From Noise to Noteworthy | Accounting Influencers
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Ditch bland blogs and craft content that actually converts. Accounting Influencers With Rob Brown In this Accounting Influencers episode, Nick Huberāformer Financial Times journalist and expert in content strategyācalls out the elephant in the accounting marketing room: most firm content is forgettable. But it doesnāt have to be. More Accounting Inā¦
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