Best CPA Practice Advisor Podcasts (2025)

1
Stop Giving Free Advice! Get Paid as an Advisor w/ Amanda Watts 50:23

Play Pause

2h ago50:23

50:23

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Amanda Watts, a business advisory strategist, about transitioning accounting practices into advisory roles. They explore the challenges, pricing strategies, and the unique value accountants bring to business advisory. Key Takeaways: 💡 Define Advisory: Understand a…

1
"Accidentally" buying a tax practice with TJ Bruce 23:57

2d ago23:57

23:57

This week, Steven is joined on the show by TJ Bruce, an advisor who set out to grow his practice through acquisition and ended up preparing taxes. TJ shares his experience with buying a book of business that happened to be doing tax prep, and his journey learning how to prepare taxes himself, and the value that clients see in that service. There ar…

1
This Week on BPAF : Amanda Watts 0:39

2d ago0:39

0:39

Join us this Wednesday for a new episode where Roger discusses productizing your advisory services with Amanda Watts.By Roger Knecht - Universal Accounting Center

1
Rewind : A Healthy Relationship With Money w/ Greg Kesten 32:35

4d ago32:35

32:35

Join us as we revisit this conversation from 2021! When offering accounting services do we understand the opportunity we have to become a member of their board of experts? What does that mean and who does it include? How do the accounting principles we use in business also apply at home and vice versa? Helping clients realize they can always manage…

1
Ep 32: Beyond the Big Firms: How Sub-$3M Practices Are Getting PE Deals 13:55

6d ago13:55

13:55

Are smaller CPA firms being overlooked in the private equity wave? In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl break down why firms under $3M are finding new opportunities in today’s market—and why it’s not just the large firms that PE is after. In this episode, you will be able to: • Understand why …

1
Can ChatGPT Agent Mode Reconcile My Checking Account? 1:14:26

7d ago1:14:26

1:14:26

Can an AI reconcile your books while you sleep? Blake and David run a live experiment with ChatGPT-5’s Agent Mode in Xero—watching it match transactions, stumble on prepayments, and reveal what’s realistically automatable today. They also break down a flood of app news: Dext's bill pay, Ramp’s mega raise, Thomson Reuters and Deloitte’s agentic AI, …

1
Episode 143 – Dr. Rihan Javid: How Remote Teams Are Transforming Hiring in the Dental Industry 43:17

7d ago43:17

43:17

Episode 143 – Dr. Rihan Javid: How Remote Teams Are Transforming Hiring in the Dental Industry by The Dental AmigosBy The Dental Amigos

1
Ditch Overload: A CEO’s Guide to Accountability & Sanity w/ Robert Hunt 47:37

7d ago47:37

47:37

In this episode of “Building the Premier Accounting Firm,” Roger Knecht interviews executive coach and author Robert Hunt about accountability, intentional living, and the traits of successful CEOs. Hunt shares personal stories and actionable advice to help accounting professionals and business owners improve their businesses and personal lives. Ke…

1
The new "pictures or it didn't happen" with Parker Ence 28:37

9d ago28:37

28:37

We make claims in life that might be more believable if there were pictures, but there typically isn't that option when it comes to tax planning and financial planning...until now. Steven is joined this week by Parker Ence, CEO and co-founder of JumpAI, to discuss how Jump is setting themselves apart by providing an AI-driven tool that is helping a…

1
Rewind : Doing More With & For Your Clients w/ Laura Elkaslassy 38:59

11d ago38:59

38:59

Join us as we revisit this conversation from 2021! Perhaps you’ve heard the business mantra: “under promise and over deliver”. Maybe you’ve heard again and again how the accounting profession needs to evolve to offer more advisor or coaching services which would compliment the compliance work we perform. But “what” and “how” may be the questions th…

1
GPT-5 Launch & Charting Fail, Crazy $$$ Going Into AI Accounting Tech 1:15:37

14d ago1:15:37

1:15:37

Blake and David discuss how both AICPA and NASBA have officially endorsed a 120-hour CPA licensure pathway in the ninth edition of the Uniform Accountancy Act, validating Blake's long-standing advocacy against the 150-hour requirement. They also examine Baker Tilly's policy, which requires CPAs to remove their designations from email signatures and…

1
Ep. #29: Enhancements to the ACP System – Fran Goldman, CFP®, MBA 39:59

14d ago39:59

39:59

ACP members come from a wide range of backgrounds. One of the benefits all members receive from ACP is a system and set of processes that enables ACP advisors to deliver a superior financial planning experience to clients. But where does that system come from? And what's the process for keeping the ACP system not just up to date, but on the cutting…

1
Defined Benefit Plans: Untapped Tax Savings for Firms w/ David Podell 50:10

14d ago50:10

50:10

In this episode of Building the Premier Accounting Firm, Roger Knecht interviews David Podell about defined benefit plans and tax strategies for business owners. They explore how accounting professionals can better advise clients on tax planning beyo†nd basic preparation, focusing on strategies to maximize tax benefits through retirement plans. In …

1
Prepping Tax Returns as a Financial Advisors with Knight Coleman 29:53

16d ago29:53

29:53

In this episode, Steven delves once again into the frequently asked question of "what would it look like to offer tax prep in-house?" His guest this week is Knight Coleman, an advisor working in a firm offering both tax prep and financial planning, but they've integrated the two for decades and have seen the value it consistently delivers to client…

1
Rewind : Leveraging Testimonials To Get More Clients! w/ 'TC' Teresa Clark 42:59

18d ago42:59

42:59

Join us as we revisit this conversation from 2021! It’s not just what our clients say that matters, it’s so much more than kind words. In addition to the ego boost from our clients’ testimonials are the social proof that is needed to grow the business. Consider the connection that is peer to peer when potential clients hear what other business owne…

1
EP 31: Why CPA Firms Under $3M Are Now on Private Equity’s Radar 18:06

20d ago18:06

18:06

Think private equity is only chasing the biggest players in the industry? Think again. In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl break down how firms under $3M in revenue are closing PE-backed deals — and why the opportunities have never been better for smaller practices. In this episode, you will be abl…

1
5 Common Bookkeeping Errors (and How to Fix Them) w/ Leeroy Beeby 42:11

21d ago42:11

42:11

In this episode of “Building the Premier Accounting Firm,” host Roger Knecht interviews Leeroy Beeby, co-founder of Level, about his journey from accounting professional to tech entrepreneur. They explore the importance of niching down, leveraging technology, and prioritizing client relationships in building a Key Takeaways: Niche Down: Specialize …

1
Who's Most Likely to Quit Your Firm? & Higher Wages, Fewer Jobs 1:12:44

22d ago1:12:44

1:12:44

What happens when the traditional path from college to accounting career gets disrupted by AI and automation? This week, Blake and David explore who's most likely to quit accounting firms (hint: it's the middle managers), why wages are rising while jobs disappear, and how one college is revolutionizing accounting education. You'll discover which em…

1
This Week on BPAF : Leeroy Beeby 0:39

24d ago0:39

0:39

Join us this Wednesday for a new episode where Roger is joined by Leeroy Beeby to discuss his journey from accountant to business owner.By Roger Knecht - Universal Accounting Center

1
Getting time back to Grow with Tushar Kumar 25:38

23d ago25:38

25:38

In this episode, Steven is joined by Tushar Kumar, a financial advisor who decided a virtual assistant was a key resource to accomplish his goal to grow his firm by 20-30% annually. Steven and Tushar share their experiences with adding VAs to their teams and how delegating has helped them elevate both personally and professionally. Tushar and Steve…

1
Rewind : The Journey Into The Unknown as an Accounting Professional w/ Ken Boyd 48:33

26d ago48:33

48:33

Join us as we revisit this conversation from 2021! Everyone begins and later ends their journey as an accounting professional in a unique way. Even though many try to be intentional there can be surprises. Imagine going from accountant to professor and then author. In fact, consider what you’d say when asked to write Accounting For Dummies. What wo…

1
Colbert's Losing P&L, Impending AI Fraud Crisis, House Holds FASB Hostage 1:04:17

27d ago1:04:17

1:04:17

What happens when politicians threaten to cut funding from accounting standard-setters unless they eliminate specific rules? Blake and David explore unprecedented political interference in FASB and PCAOB operations, plus the IRS facing a 23% budget cut despite Trump's push for more customer service staff. They unpack Sam Altman's warning about AI b…

1
Ep 30: Private Equity in Accounting: Fear vs. Fact 14:51

27d ago14:51

14:51

Worried about the impact of private equity in accounting? You’re not alone—but the fear often doesn’t match the facts. In this episode, Phil Whitman and David Wolfskehl are joined by Terry Putney for a no-fluff conversation on what’s really happening in the profession—and what leadership teams need to know. In this episode, you will be able to: Und…

1
How to Stop Bottlenecks at Your Accounting Firm w/ Jen Hamilton 50:07

29d ago50:07

50:07

In this episode of “Building the Premier Accounting Firm,” Jen Hamilton sits down with Roger Knecht to discuss how accounting professionals can boost efficiency and productivity through effective operational strategies. Jen shares insights on motivating employees, identifying bottlenecks, and developing emerging leaders to drive profitability in ac…

1
This Week on BPAF : Jen Hamilton 0:35

1M ago0:35

0:35

Join us this Wednesday for a new episode where Roger discusses operations with Jen Hamilton.By Roger Knecht - Universal Accounting Center

1
What tax prep taught a financial advisor with Mary McDirmid 34:39

1M ago34:39

34:39

In this episode, Steven is joined by fellow Spokane native and tax pro turned financial advisor, Mary McDirmid. Mary has extensive experience both doing tax preparation and in her current role as a financial advisor. Mary shares what she learned and how she is a better financial planner because of the time she spent preparing taxes early in her car…

1
Rewind : Accounting Has & Is Evolving w/ Mark Lloydbottom 41:37

1M ago41:37

41:37

Join us as we revisit this conversation from 2021! There is still, and will always be, an increasing need from business for the accounting professional to step up and help in an advisory or coaching perspective to help owners effectively use the financial information to make more informed decisions. Accounting is more than compliance work. After mo…

1
Ep 29: Beyond the Buyout: How Occams Elevate Builds Real Firm Value 22:23

1M ago22:23

22:23

What Happens When PE Is Led by Operators—Not Just Investors? In this episode of Everything CPA and Private Equity, Phil and David sit down with Sanjay Agarwal, CEO of Occams Elevate, to explore a new model of growth capital built by CPAs, for CPAs. In this episode, you’ll be able to: Understand how operator-led PE platforms differ from traditional …

1
The $2T Stablecoin Opportunity for CPAs & Agentic AI in the Browser 1:22:12

1M ago1:22:12

1:22:12

What happens when a $2 trillion cryptocurrency market suddenly requires monthly audits? Blake and David break down the Genius Act, the new federal stablecoin legislation that just created a massive opportunity for auditors—but also potentially recreated the chaotic "wildcat banking" era of the 1800s. You'll learn why every stablecoin issuer now nee…

1
The Middle Class Mindset: Is It Hurting Your Firm? w/ David Neagle 48:33

1M ago48:33

48:33

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews David Neagle, a mindset expert, on how accounting professionals can adopt a successful mindset to grow their businesses. Nagel shares his personal journey, emphasizing the importance of sales, delegation, and focusing on strengths to achieve financial freedom and …

1
Unlocking Value in M&A Transactions With Matthew Jarvis, CFP® 31:57

1M ago31:57

31:57

This week, Steven Jarvis, CPA, and Matthew Jarvis, CFP®, delve into the world of mergers and acquisitions (M&A), examining the role of audits, the intricacies of EBITDA, and the potential red flags that can emerge during the due diligence process. Steven emphasizes the importance of financial advisors maintaining clean books and being transparent a…

1
This Week on BPAF : David Neagle 0:35

1M ago0:35

0:35

Join us this Wednesday for a new episode where Roger discusses mindset with David Neagle.By Roger Knecht - Universal Accounting Center

1
Rewind : Words Sell And Are Compelling w/ Chris Forsey 52:09

1M ago52:09

52:09

Join us as we revisit this conversation from 2021! Using the right words can make all the difference when marketing and selling your services effectively. They could be the difference between success and failure in your marketing. Are we also leveraging technology to find potential clients? Today there are a number of tools available to help manage…

1
The Losers of AI & What CPAs Need to Know About OBBBA 1:15:24

1M ago1:15:24

1:15:24

Why is AI failing at basic accounting tasks while claiming to outsmart PhD students? Blake and David dive into the stark reality of AI implementation in accounting, from Ramp's promising new expense management agents to QuickBooks' baffling suggestion to credit and debit the same account. You'll discover the critical security vulnerabilities in AI …

1
Ep 28: Chemistry Over Cash: The Truth About PE Alignment 22:04

1M ago22:04

22:04

Is your firm ready for private equity—or just reacting to a phone call? In this episode of Everything CPA and Private Equity, hosts Phil Whitman and David Wolfskehl are joined by guest David Kells, leader of WTA’s Profit Team, to uncover what really separates high-value deals from short-sighted decisions. In this episode, you’ll be able to: Underst…

1
Ahuva Gruen’s 4 P’s: Are You Missing This Profit Key? 38:15

1M ago38:15

38:15

In this episode of Building the Premier Accounting Firm, Ahuva Gruen, a seasoned fractional CFO, shares her journey from a young entrepreneur to a financial expert, offering insights on differentiating bookkeeping, accounting, and CFO services. She emphasizes the importance of strategic financial management for business growth and profitability. Ke…

1
Words matter, choose wisely! with Steven J. Lee 30:17

1M ago30:17

30:17

This week, Steven is joined by Steven Lee, an educator and expert witness with an extensive background in the financial services world. They discuss why advisors need to focus on quality client outcomes instead of just clever marketing and why someone might call an expert witness when those lines get blurred. Steven and Steven share some of their f…

1
This Week on BPAF : Ahuva Gruen 0:55

1M ago0:55

0:55

Join us this Wednesday for a new episode where Roger discusses the 4 P's with Ahuva Gruen.By Roger Knecht - Universal Accounting Center