Category: Podcasts
Unlocking the Magic of Advisory Opportunities for Accountants – Podcast with Geni Whitehouse
Tax season is nearly upon us and some of you may have found yourself providing advisory services since last April. In this episode, I interview Geni Whitehouse, CPA, co-founder of...
Adopting Tech And Automation Into Your Accounting Practice – Podcast with Jesse Rubenfeld And Tom Zehetner
It’s time we talk tech. In this episode, I interview Jesse Rubenfeld, Founder and CEO of FinOptimal, and Tom Zehentner, Director of Growth. In our book, Prepare Your CPA Firm...
Mastering CPA firm acquisitions from a 2 time buyer – Podcast with Andrea MacDonald
We were thrilled to have Andrea MacDonald, the founder and CEO of Pro Tax & Accounting LLC, on this episode of Accountant’s Flight Plan Podcast. In addition to her wealth...
How the Accounting Industry is Evolving and How You Can Join the Change – Podcast with Jason Blumer
If you’ve been in the accounting industry for some time you know first-hand how it is changing. We’ve seen a growth of cloud-firms emerge and owners transition into advisory roles....
Working Less Than 40 Hours a Week as a CPA Firm Owner is Possible – Podcast with Geraldine Carter
If you have read any of our blogs, you know we think you and your team deserve a balanced work schedule. This benefits you and your clients too as you...
Selling your CPA firm to a non-CPA Buyer – Podcast with Patrick Dichter
Patrick is a 3-time firm owner who has tripled firm revenue with a non-CPA background. Are you a firm owner who is considering selling your practice? Maybe you are you...
How to Get Referrals for Clients and Staff in Your Accounting Firm – Podcast with Bill Cates
Do you struggle with leveraging your network to gain new accounting referrals? Looking for new strategies to convert your current clients into referral generators? Bill Cates, expert in acquiring new...
Prepare Your CPA Firm For A Sale- Audiobook
Have you heard? We wrote another book, Prepare Your CPA Firm For A Sale: How to reduce owner hours, increase profitability and transform your practice. This book has actionable practice management...
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