Category: Podcasts

Cut owner hours through tools and delegation- Brad Stevens ( Podcast)
If you want to get out of the bottleneck position in your firm, you have to delegate. The first step toward delegating is Auditing Your Time. Brad’s advice, “Audit yourself…for...

Streamline Your CPA Practice – Mitch Baldridge APA Case Study (podcast)
Mitch Baldridge is a CPA based in Houston, Texas and he has been steadily growing his firm, Baldrige CPA, since going out on his own in 2014. His first year,...

What you need to know about Crypto Currency Taxation (Podcast)
(Our little podcast that started organically with a little luck and a nudge from Ric Payne, is starting to get some real traction. Accordingly, we have a brand-new logo (above)...

Data Reports that Accounting Firm Clients Want – Podcast with Justin Hatch
Communicating with clients like they are another accountant doesn’t cut it. Justin Hatch shares with our listeners that what clients want from their accountants is simplified language and visual reporting...

Podcast Selling a CPA practice – A conversation with Jim Alkire about his exit experience
In 2019 we helped Jim sell his CPA practice in the Washington, DC area and we wanted to share with you a bit about what it was like for him...

Podcast with Ed Mendlowitz – Streamlining Tactics for Tax Season
This podcast is definitely worth your time especially now as tax season is ramping up! Ed gives some great advice for streamlining and saving time during tax season. We recorded...

Your accounting firm has a brand-did you know? (podcast with Matt Wilkinson & Maggie Antone)
Guess what? You don’t get to choose whether or not you have a brand; you either have a weak brand or you have a strong brand. That’s just one...

Gusto – Accounting Strategy and Tech with Matt Woodson & Will Lopez (podcast)
If you’ve listened to this podcast for any amount of time you’ll know we usually focus on business fundamentals over tech, but Gusto was an exception to the rule....
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