Category: Podcasts

Leveraging AI and Reframing Scope Creep in Your CPA Firm with Matt Kanas of Ignition
How can you most effectively price and package your offerings to optimize staff retention and client satisfaction? Matt Kanas, Managing Director at Ignition has dubbed 2024 the year of change...

Entrepreneurship In the Virtual Accounting Space with CPA Firm Owner and Xero Ambassador Liz Mason – Podcast
CPA firm owner, entrepreneur and Xero ambassador Liz Mason, shared insights from starting her own virtual firm, High Rock Accounting, and using cloud based accounting tools to find and successfully...

Darryl Boyd on Preparing for an Accounting Firm Sale, Transition, and Client Expectations – Podcast
Since joining Poe Group as a Regional Market Leader, Darryl has been an integral part of the team. Listen in on our conversation discussing the ins and outs of guiding...

Insights from Catherine Tindall on Specializing Your Accounting Practice and the Future of The Accounting Industry – Podcast
Join me in a conversation about the world of specialization with Catherine Tindall, founder of Dominion Enterprise Services. Catherine’s area of expertise lies within her ability to craft precise credit...

Prepare your accounting firm for sale with advice from previous seller, Clay Blakley – Podcast
Contemplating the sale of your practice or firm? Seasoned entrepreneur, Clay Blakely candidly shares how he grew his CPA practice and why he and his wife decided to sell. Finding...

Navigating Growth, Niching Down, and Other Helpful Lessons for the Accounting Firm Owner – Podcast with Meryl Johnston
Ready to grow your accounting firm? Let’s listen to the wisdom shared by a seasoned entrepreneur, Meryl Johnston. A Chartered Accountant, founder of Bean Ninjas, and Head of Accounting at...

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...
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