הפודקאסטים הטובים ביותר ב-CPAs (2024)

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28 - Navigating Remote Team Management and Cultural Integration in Outsourcing with Gavin and Rodel 37:07

15h ago37:07

37:07

Explore the dynamics of remote team management and cultural integration in outsourcing as Gavin Polizzo and Rodel Murillo share insights on fostering collaboration and understanding across borders. From leveraging technology to nurturing relationships, discover key strategies for success in this episode of Business Beyond Borders. In this episode, …

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297 9 Common Characteristics of Success 20:52

2d ago20:52

20:52

CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/down-to-40-hours-cpa-mastermind What’s most important to focus on – and where do you not need to focus – in order to make the most progress toward your goals in your accounting practice? I see nine common characteristics among the accountants who’…

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Building a Family Firm, Tax Planning, and Process Best Practices w/ Samantha Santaniello 23:04

6d ago23:04

23:04

Today's episode features Samantha Santaniello, partner at R.S.K Tax & Consulting. Samantha discusses the importance of setting boundaries to manage time effectively as a business owner. Host David Cristello explores topics like systems and processes for scaling a firm, balancing work and family life, and utilizing AI transcription tools. Tune in to…

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REFRAME: Influential Conversations for Accountants - Part 3 of 8 (with Blair Enns) 1:02:41

12d ago1:02:41

1:02:41

This webinar/podcast series is the official companion to the ⁠⁠REFRAME2024.com⁠⁠ we are going to have in October 2024. Parts 4 to 8 will be released the second Friday of each month until October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectation…

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Q & A: Down to 40 Hours CPA Mastermind 23:34

5d ago23:34

23:34

CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/down-to-40-hours-cpa-mastermind Wondering if Down to 40 Hours CPA Mastermind is right for you? It might be, if you're a single-owner or partner CPA who wants to work fewer hours without losing revenue. In this short episode, I answer: ✋ Who is it …

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27 - Attracting Talent and Streamlining Operations: A Deep Dive into Accounting Entrepreneurship with Henry Huie 30:12

6d ago30:12

30:12

Embark on a journey through the dynamic world of talent acquisition and operational refinement within the accounting domain with Henry Huie, founder of CHROME Accounting, LLC. Delve deep into the strategies and insights that drive success in talent sourcing and outsourcing, as Henry shares his wealth of experience and expertise in elevating account…

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295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA 33:49

7d ago33:49

33:49

CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/down-to-40-hours-cpa-mastermind Many CPAs see the value in niching but find it difficult to get started. Sheila Hansen, CPA went from having a wide variety of clients to having a clear, narrow niche with clients whose challenges are consistent. Do…

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26 - Navigating Offshore Success: Strategies for Global Team Integration with Holly Clawson 32:49

8d ago32:49

32:49

Join Laurence Whittam and guest Holly Clawson, Founder of Sums+Solutions as they delve into the intricacies of managing a global team in this insightful episode. Discover how Holly's expertise sheds light on the importance of transparency, cultural sensitivity, and strategic structuring for effective team dynamics. In this episode, you will be able…

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294 On CPAs Going Down to 25 Hours 1:11:06

8d ago1:11:06

1:11:06

CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/down-to-40-hours-cpa-mastermind I used to think I needed more time. If I just had more time, I could solve so many more problems. But thinking that way never solved enough problems to give me more time. Instead, I maintained a status quo of “never…

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25 - Navigating Global Accounting Talent and Outsourcing Strategies with Bruce Ditman 28:58

13d ago28:58

28:58

Unlock the secrets to successful outsourcing and growth in accounting firms! Dive into cultural insights, pricing strategies, and practical steps with Bruce Ditman of Trigger in this enlightening episode. Learn how to optimize division of labor, integrate remote resources, and navigate South African talent dynamics for enhanced collaboration and pr…

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Hitting $1.5M in 36 months (And Selling the Firm) 34:51

13d ago34:51

34:51

Summary In this episode of Growing Your Firm, host David Cristello interviews Jordan Sublette, the CEO and founder of Cloud Accounting Staffing. Jordan shares his journey of building and selling his firm, and dives into the world of outsourcing talent. They discuss the challenges of talent crunches and how Jordan navigated through them. Tune in to …

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293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA 50:11

14d ago50:11

50:11

CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/down-to-40-hours-cpa-mastermind If you think working only 15 hours per week, taking home almost $200K in Total Owner Benefit, and living stress-free while enjoying your business seems: Insane Impossible The Promised Land Check out Erica Goode, CPA…

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24 - Empowering Accountants: Transitioning to CFO Advisors for Business Success with Adam Lean 23:41

15d ago23:41

23:41

Join Adam Lean of The CFO Project and Laurence Whittam as they delve into the transformative journey of accountants transitioning to CFO advisors for small and medium-sized businesses. Discover actionable insights, proven frameworks, and the key to unlocking greater value for both accountants and their clients. In this episode, you will be able to:…

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23 - Revolutionizing Tax Advisory: Transforming Firms for the Future with Jackie Mayer 21:49

20d ago21:49

21:49

Join us as Jackie Mayer shares her journey from CPA firm owner to software developer, offering invaluable insights into revolutionizing tax advisory services. Discover practical strategies, innovative tools, and the future of accounting in this insightful conversation. In this episode, you will be able to: Learn practical strategies for integrating…

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How to Sell Advisory Services at Your Firm w/ Adam Lean 37:45

20d ago37:45

37:45

In this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project. Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that re…

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292 [Hire Well] Offshore as a Strategy, Not a Tactic with Nick Sinclair of TOA Global 28:25

21d ago28:25

28:25

CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/down-to-40-hours-cpa-mastermind Accountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many…

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22 - Optimizing Offshore Operations: Strategies for Effective Communication and Integration with Bhavesh Agarwal 38:16

22d ago38:16

38:16

Join us as we delve into the world of offshore operations with Bhavesh Agarwal, exploring the challenges and successes of integrating teams across continents. Discover key strategies for effective communication, building rapport, and maximizing the benefits of outsourcing, offering valuable insights for businesses navigating global collaboration. I…

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21 - Navigating Management, Work-Life Harmony, and the Changing Landscape of Accounting with Mike Manalac 42:55

27d ago42:55

42:55

Join us as Mike Manalac shares invaluable insights on managing diverse teams, navigating the shift to virtual work, and prioritizing work-life balance in the accounting profession. Discover the power of humor and transparency in addressing industry challenges, along with practical tips for embracing technological tools to enhance collaboration. In …

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Is AI Overhyped? Is CAS a Necessity? These Questions and More w/ Daniel Hood 41:18

27d ago41:18

41:18

On this episode of Growing Your Firm, host David Cristello interviews Daniel Hood, the editor-in-chief of Accounting Today. With over two decades of experience in the industry, Daniel shares insights into the evolving trends in accounting firms and the push for advisory services. Tune in to gain a deeper understanding of the future of accounting an…

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291 [Hire Well] Down to One Hour with Scott Scarano, EA 37:18

28d ago37:18

37:18

CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/down-to-40-hours-cpa-mastermind After being stuck at a “$1.2M and working-all-hours” plateau for six years, it took Scott Scarano four years to get down to a one-hour work week. Find out what he needed to learn to get there. … Hey CPA firm owner, …

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20 - Revolutionizing Accounting: Exploring Outsourcing, Innovation, and Future Trends with Darren Isaacs 27:39

28d ago27:39

27:39

Join Darren Isaacs from Makosi as he discusses the transformative journey of outsourcing in accounting. Discover the benefits of tapping into South African talent and navigating digital transformation challenges. Gain insights into the future of accounting and global governance in this engaging conversation. In this episode, you will be able to: Ga…

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19 - Maximizing Value: Transitioning to a 40-Hour Work Week in Accounting with Geraldine Carter 26:08

1M ago26:08

26:08

Join Laurence Whittam in an insightful conversation with Geraldine Carter from Geraldine Carter, LLC. as they delve into the transformative journey of transitioning CPA firms to a 40-hour workweek. Gain practical strategies, mindset shifts, and valuable resources to achieve a healthier work-life balance while maximizing value creation. In this epis…

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Working 2 Hours / Week, Running a $1.6M Firm, and Rapping with Scotty Scarano 37:11

1M ago37:11

37:11

On this episode of Growing Your Firm, David Cristello interviews Scotty Scarano, the self-titled wrapping custodian at Accounting High. Scotty, who is also the founder of a $2 million accounting firm and serves on various tech company boards, shares insights on OKRs and his rap career. Tune in to learn more about Scotty's journey and his unique app…

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290 [Hire Well] Onshore Hiring Done Well for Accountants 30:41

1M ago30:41

30:41

CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/down-to-40-hours-cpa-mastermind Accountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many…

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18 - Expert Insights, Leadership Strategies, and Innovative Solutions for Seamless Collaboration with Vivek Shah 30:33

1M ago30:33

30:33

Elevate your outsourcing strategy with Vivek Shah of Infinity Globus – where insights meet innovation. Empower your team with effective leadership and a vibrant organizational culture, while navigating common challenges seamlessly. In this episode, you will be able to: Discover actionable insights into various outsourcing engagement models, equippi…

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Smarter Way to Hire, Output Thinking, and Removing Yourself w/ John Seiffer 36:55

1M ago36:55

36:55

In this episode of the Growing Your Firm podcast, host David Cristello welcomes John Seiffer, a seasoned business owner and remote CEO, to discuss the concept of Output Thinking and its application in team management. John, a business coach and former president of the International Coach Federation, shares insights on how to make managing teams eas…

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17 - Unlocking the Power of Al: Transforming Accounting Practices for a Productive Future with David Cristello 31:14

1M ago31:14

31:14

In this episode featuring David Cristello, CEO and Founder of Jetpack Workflow, delve into the future of accounting with AI. Discover how AI is reshaping productivity in firms, the practical applications transforming admin tasks, and actionable steps to embrace AI for enhanced efficiency. In this episode, you will be able to: Understand the transfo…

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289 Fear of Niche Boredom with Jonathan Stark 1:06:21

1M ago1:06:21

1:06:21

CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/down-to-40-hours-cpa-mastermind I talk with Jonathan Stark about the fear of niche boredom and the benefits of niching down in business. We explore the idea that niching down does not lead to boredom, but rather opens up new opportunities for vari…

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16 - Navigating the Global Workforce: Strategies for Managing and Growing Teams Effectively with Nick Sinclair 30:13

1M ago30:13

30:13

Join us for an enlightening discussion with Nick Sinclair of TOA Global as we explore the world of outsourcing and managing global teams. Tune in to unlock the keys to effectively managing and growing your global workforce. In this episode, you will be able to: Gain insights into effective strategies for managing and growing global teams within the…

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15 - Navigating Talent Challenges and Embracing Global Solutions for Accounting Professionals with Okorie Ramsey 30:13

2M ago30:13

30:13

Join Okorie L. Ramsey as he shares insights on global talent solutions in the accounting profession, exploring strategies like co-sourcing and offshoring to address workforce challenges. Tune in to gain practical advice and expert perspectives on building successful international teams. In this episode, you will be able to: Understand the evolving …

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288 [Hire Well] Five Offshoring Mistakes for CPAs to Avoid 35:23

2M ago35:23

35:23

CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/down-to-40-hours-cpa-mastermind Accountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many…

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14 - Unlocking Profitability: Transitioning from Hourly Rates to Value-Based Pricing 27:08

2M ago27:08

27:08

Join us as we delve into the world of pricing strategies with expert Loren Fogelman, exploring how firms can shift from hourly rates to value-based pricing for increased profitability, improved client relationships, and a more sustainable business model. In this episode, you will be able to: Understand the importance of transitioning from hourly bi…

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13 - Transforming Accounting Firms through Wealth Management Integration with Rory Henry 31:30

2M ago31:30

31:30

Join us as guest Rory Henry discusses the imperative integration of wealth management into accounting firms. Discover the revenue potential, partnership structures, and client-centric strategies vital for navigating this transformative landscape. In this episode, you will be able to: Understand the importance of integrating wealth management servic…

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Scaling Payroll Services to 7 Figures w/ Tyler Winn 21:55

2M ago21:55

21:55

In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristillo sits down with Tyler Winn, the founder and CEO of Cirrus Payroll. Tyler shares his journey of falling into the payroll business in 2012 and subsequently building a seven-figure firm that specializes in processing payroll for small businesses. Alongside ru…

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12 - Exploring the World of Outsourcing: Strategies, Success Stories, and Expert Advice with Mike Walton 40:31

2M ago40:31

40:31

Join us for an insightful conversation with Mike Walton, Senior Vice President at QX Global Group, as we explore the world of outsourcing on Business Beyond Borders. Learn about the crucial elements for successful outsourcing journeys, from setting clear expectations to fostering internal communication. In this episode, you will be able to: Underst…

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287 How CPAs Can Decide Their Niche When They Can’t Decide 17:41

2M ago17:41

17:41

CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/down-to-40-hours-cpa-mastermind If you’ve ever wanted to niche but thought, “I can’t decide,” this episode is for you. By the end of it, you will not only know you can decide but also be able to take your next niche step with confidence. … Hey CPA…

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REFRAME: Influential Conversations for Accountants - Part 2 of 8 1:02:15

2M ago1:02:15

1:02:15

This webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024. Parts 3 to 8 will be released the second Friday of each month until October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations …

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11 - Revolutionizing Accounting: The Future of Automation with Basis 32:34

2M ago32:34

32:34

Dive into the world of accounting innovation with Matt Harpe, Co-Founder of Basis, as we explore the cutting-edge strategies shaping the industry's future. Join us for an insightful conversation that reveals the secrets to revolutionizing your financial practices.In this episode, you will be able to: Discover how Basis is transforming traditional a…

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Launching a CFO Advisory Firm, Ditching Digital Marketing, and Growth w/ Fred Tate 33:24

2M ago33:24

33:24

On this episode of Growing Your Firm, host David Cristello interviews Fred Tate, the Managing Director of CFO Shield. Fred discusses how CFO Shield takes a consultative approach to create tailored solutions for clients, offering fractional CFO services along with bookkeeping and payroll support. Fred also emphasizes the importance of understanding …

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