Najlepsze podcasty z kategorii: Accounting Today (2024)

1
Building a better sales pipeline 20:27

13d ago20:27

20:27

As firms grow, they need to move their sales pipeline from inside their head into a more formal process, says Sarah Dobek of Inovautus Consulting, to gather the right data and hold everyone involved accountable for growth.

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The problems PE solves 35:48

20d ago35:48

35:48

Private equity can solve many of a firm's problems –– but not necessarily all, according to Phil Whitman of Whitman Transition Advisors, and there are alternatives.

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Is PE right for you? 34:12

27d ago34:12

34:12

Private equity is a solution to many accounting firm problems -- but not for all accounting firms. Allan Koltin of Koltin Consulting Group dives into who might be a good fit for PE, and what they can expect if they do.

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A primer on PE 26:28

1M ago26:28

26:28

Private equity presents a lot of opportunities for accounting firms -- but comes with a great many questions, too. Bob Lewis of the Visionary Group offers answers and valuable advice for accountants looking at this major trend.

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Keeping them down on the firm 27:03

2M ago27:03

27:03

What keeps employees engaged is changing rapidly, and accounting firms can't afford to fall behind, according to Tina Wang, division vice president of HR at payroll and HR giant ADP, and Darren Root, a major thought leader in the profession and Co-founder of Better Every Day.

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Crunching the right numbers 22:34

2M ago22:34

22:34

Too many accounting firms are relying on outdated or inappropriate data to measure their success, and Sarah Dobek of Inovautus Consulting lays out a much more forward-looking set of data for them to work with.

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The growing opportunity in the Hispanic community 22:10

2M ago22:10

22:10

Melanie Lauridsen, vice president of tax policy and advocacy at the AICPA, and Cynthia Rijo Sanchez, president of the Puerto Rico CPA Society, discuss the boom in demand for tax and accounting services, and what it takes to successfully serve this market.

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The Golden AGE of feedback 31:31

2M ago31:31

31:31

Terrell Turner of the TLTurner Group explains his firm's unique process for upgrading employee reviews and keeping staff performing at the levels they need.

1
Figuring out alternative investments 25:57

3M ago25:57

25:57

John Napolitano of Napier Financial takes a long look at the host of unusual investment opportunities available to your wealthier clients, and how to tell what will work from what won't.

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All about ESOPs 19:47

3M ago19:47

19:47

Michael Bannon of ESOP investment banking advisors CSG Partners explains which accounting firms might want to look into employee stock ownership plans -- and why.

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Building the profession together 25:37

3M ago25:37

25:37

AICPA chair Carla McCall talks about the opportunities and challenges facing the profession, and how accounting firms need to work together so they can all thrive separately.

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Managing partners should only have one client 27:14

4M ago27:14

27:14

And that should be their firm, says David Wurtzbacher of PE-backed accounting firm platform Ascend, so they can spend the vast majority of their time working on the business, rather than in the business.

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The practice leader's role in growth 24:16

4M ago24:16

24:16

Service line and practice offering leaders stand at the point where a firm's overall strategy meets the delivery of its actual services, and they have a unique role and set of responsibilities, says Sarah Dobek of Inovautus Consulting.

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What's next in CAS 24:48

5M ago24:48

24:48

Client advisory services Kane Polakoff of CohnReznick looks into the future of this fast-growing service area, and outlines the steps firms need to take to succeed in CAS's next iteration.

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Your client's retired. What now? 26:16

5M ago26:16

26:16

Many retirement plans are geared toward the specific date a person retires -- but clients will hopefully live long beyond that, and there are a lot of issues they'll need to consider, says John Napolitano, founder of Napier Financial.

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Fixing the pipeline problem 41:40

6M ago41:40

41:40

The National Pipeline Advisory Group's recommendations cover a wide range of ways to attract more people to the profession, and NPAG facilitator and ConvergenceCoaching co-founder Jennifer Wilson walks us through what everyone can do to bring in the next generation. If you're interested in helping, you can take the Pipeline Pledge here.…

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Taking her firm forward 25:01

6M ago25:01

25:01

Laura Sprouse, the new CEO of Top 100 Firm Brown Edwards, shares her path to leadership, and where she's taking her firm in the future.

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Is there a fiscal doctor in the house? 30:37

6M ago30:37

30:37

What it means to be an accountant is changing -- and that may be an important part of attracting more young people too the profession, says David Bergstein.

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Your clients don't value what you do 27:34

7M ago27:34

27:34

What clients value and what accountants think they value are rarely the same thing, and Joe Woodard makes the case that it's accountants who need to change their ideas around value, not clients.

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Work less, do more 26:41

7M ago26:41

26:41

Why work 80 hours a week when you can work 40? Why work 40 when you can work 25? Consultant Geraldine Carter explains why it's not the hours you work that matter, but what you and your clients get out of them, and shares strategies from her new book to help build accounting practices that take less of your time but deliver just as much value -- if …

1
Accounting's past — and future 38:17

8M ago38:17

38:17

The co-leaders of the Rosenberg Group, Marc Rosenberg and Kristen Rampe look back at three decades of change in the accounting profession — and what lies ahead.

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AI and the firm of the future 27:08

8M ago27:08

27:08

Kelly Fisher, chief practice officer at Top 100 Firm Wipfli, offers a practical look at artificial intelligence, current use cases, and how accounting firms should be thinking about it.

1
The changing of the guard 30:02

8M ago30:02

30:02

The profession is seeing wholesale shifts in generational approaches across a range of areas, say Bob Lewis and Doug Lewis of the Visionary Group, as they dive into how best to navigate all those changes.

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Building a more attractive profession 30:24

9M ago30:24

30:24

Accounting hought leader Seth Fineberg shares the three areas that public accounting needs to address: life-work balance, DEI and salaries.

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No retreat from DEI 33:31

9M ago33:31

33:31

The AICPA's Crystal Cooke talks about why the perception that companies are scaling back their diversity efforts is wrong, and how accounting can move forward in its pursuit of diversity, equity and inclusion.

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Growth factors for accounting firms 43:26

9M ago43:26

43:26

What goes into the recipe for accounting firm success? Randy Crabtree of TriMerit Specialty Taxes goes over the ingredients, and how best to combine them.

1
Making mentoring work 32:16

9M ago32:16

32:16

Okorie Ramsey, the chair of the AICPA and vice president of SOX at Kaiser Permanente, dives into how accounting firms can make the most of this important recruiting and career development tool, and the benefits it offers for both mentee and mentor.

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The accountant's economic outlook for 2024 30:59

10M ago30:59

30:59

Nela Richardson, chief economist of ADP, shares her thoughts on what's in store economically for the year ahead, what accountants should be worried about, and why the new normal will be anything but normal.

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What makes an accounting firm succeed? 31:53

10M ago31:53

31:53

The first step is defining 'success,' says Nerd Enterprises' Seth David, before diving into how modern accounting firms can thrive.

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Everything accountants need to know about PEOs 25:50

10M ago25:50

25:50

It's not just hiring staff that's difficult -- managing them can be a major roadblock for growing businesses. One solution for that is the professional employer organization, and Kristen Appleman, senior vice president and general manager of ADP TotalSource, explains how they work and when they might be a good fit.…

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Get ready for tax season! 40:04

11M ago40:04

40:04

Frank Sands, president of the National Conference of CPA Practitioners, shares the major issues that tax pros should be paying attention to in the run up to April 15, as well as expectations around IRS responsiveness, and the latest small-business trends.

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The new shape of the CPA exam 22:05

12M ago22:05

22:05

With a radically new version of the test launching in 2024, the American Institute of CPAs' vice president of CPA examination and pipeline, Mike Decker, details the major changes, and shares valuable insights for how candidates can approach it.

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What should be in your tech stack? 29:04

12M ago29:04

29:04

Technology thought leader Randy Johnston of K2 Enterprises shares how firms should be building and thinking about their arsenal of tech tools.

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A pipeline progress report 21:00

1y ago21:00

21:00

As the flow of young people into the profession slows, and more and more old accountants are leaking away, Sue Coffey, the CEO of public accounting at the AICPA, and Lexy Kessler, chair of the National Pipeline Advisory Group, share what's being done in the short term and the long term to address this major problem.…

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Is CRM worth it? 19:45

1y ago19:45

19:45

Customer and client relationship management systems have come a long way, says Sarah Dobek of Inovautus Consulting – and it's time for firms to give them a second look.

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Construction for accountants 17:15

1y ago17:15

17:15

Construction companies love their accountants – and well they should, given the help they need on a range of compliance issues. Kit Dickinson of ADP shares the latest issues in the construction industry, and what they need from their CPAs.

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The ERC nightmare 34:03

1y ago34:03

34:03

Lots of businesses have claimed the Employee Retention Credit who don't actually qualify for it — and in many cases it's going to be up to their accountants to set them right. Randy Crabtree of Tri-Merit Tax Specialty Tax Professionals and the Unique CPA podcast dives into how you can know if a client qualifies, as well as the intricacies of some o…

1
What's holding the profession back? 46:56

1y ago46:56

46:56

AJ Johnson, Geoff Brown and Calvin Harris share their unique perspectives as African-Americans who lead three of the biggest state CPA societies (respectively, the New Jersey Society of CPAs, the Illinois CPA Society, and the New York State Society of CPAs) on the major challenges facing their members, the primacy of the pipeline problem as an issu…

1
PE makes a big splash 35:39

1y ago35:39

35:39

The entry of private equity into public accounting has raised a lot of hopes and expectations and concerns – not all of which can pan out. Bob Lewis of the Visionary Group examines the opportunities, what it will mean for your firm, and how it will play out in the future.

1
Emerging risks for accountants 29:47

1y ago29:47

29:47

Stephen Vono and John Raspante of insurance provider McGowan Pro look at the new areas that are sparking claims against firms – and the tools they can use to protect themselves.

1
Renovating your back office 35:50

1y ago35:50

35:50

For accounting firms to scale, they need to build a stronger infrastructure of professional HR, marketing, IT and other support systems, says Rachel Anevski, the founder of Matters of Management.

1
The state of accounting technology 24:41

1y ago24:41

24:41

Technology expert Randy Johnston, executive vice president at K2 Enterprises, shines a spotlight on what accounting tech can do for you now — and what it's going to do for you in the future.

1
Building a better client experience 23:36

1y ago23:36

23:36

It's not about answering their calls and doing what you promised you would: Sarah Dobek of Inovautus Consulting explains why firms should elevate their clients experience.

1
The perils of promotions 27:38

1y ago27:38

27:38

Promoting a top performer doesn't always guarantee they'll stay -- in fact, it's often their ticket out. ADP chief economist Nela Richardson shares the surprising data, and how to navigate these transitions better.

1
Meet the Tax Crime Junkies 21:28

1+ y ago21:28

21:28

Dominique Molina and Tom Gorczynski of the "Tax Crime Junkies" podcast share some of their favorite tax crimes and how they created their podcast.

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Demystifying AI 32:28

1+ y ago32:28

32:28

There is going to be a big gap between accountants who use artificial intelligence and those who don't, says Randy Johnston, executive vice president at K2 Enterprises, who shares ideas for leveraging this transformative technology.

1
Transforming international tax rules 21:13

1+ y ago21:13

21:13

Marna Ricker, global vice chair of tax at EY, discusses the latest developments on the global minimum tax and digital service taxes at the Organization for Economic Cooperation and Development, and how they will affect the U.S.

1
Why your advisory practice isn't growing 21:58

1+ y ago21:58

21:58

Many firms find they're hitting a major hurdle when it comes to taking advisory services to the next level; Sarah Dobek of Inovautus Consulting shares why, and what to do about it.

1
The value of disruption 29:11

1+ y ago29:11

29:11

With so much disruption being thrust upon them, you'd think the last thing accounting firms would want to do is to disrupt themselves — yet that may be exactly what they need to do, says Bob Lewis of The Visionary Group.

1
Inside the SBA's new rules 17:17

1+ y ago17:17

17:17

Small Business Administration loan expert Shannon Hay talks about the changes to the SBA's new SOP around lending, and what they mean for accounting firms and their clients.

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