Jennifer Wilson of ConvergenceCoaching cross-examines the potential impact of private equity on firm culture, on the next generation of accountants, and on the profession as a whole.
Sarah Dobek of Inovautus Consulting explains why firms need to match up their pricing strategies and the client strategies, so they're charging the right amounts for the right work for the right people.
Angie Grissom of The Rainmaker Companies dives into why everyone in an accounting firm has a role to play in business development, and what those different roles are.
As more and more firms add a chief growth officer to their leadership teams, Sarah Dobek of Inovautus Consulting dives into what they should be doing and how firms can get the most out of them.
CAS expert Kane Polakoff of Top 100 Firm CohnReznick digs deep into the current staff of client advisory services, and how this fast-growing service offering is rapidly evolving.
Hint: they aren't limited to specific industries. By Hitendra Patil Client Accounting Services: The Definitive Success Guide
Expanding access while maintaining rigorous standards. Gear Up for Growth With Jean Caragher For CPA Trendlines
PLUS: Behavioral finance vs. behavioral coaching. By Rory Henry The Holistic Guide to Wealth Management
They have to work in harmony.
By Jody Grunden Building the Virtual CFO Firm in the Cloud
Some of these you may want to keep year round. By Sandi Leyva The Complete Guide to Marketing for Tax & Accounting Firms
Today's Bissett Bullet: “Listing the services of your firm – bad. Demonstrating the outcomes ...” By Martin Bissett See more Bissett Bullets here
Label intent, clarify tone and choose the right channel so feedback lands as coaching, not conflict. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto
In the 1970s, two lifelong friends set out to disrupt the computer leasing industry.
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A real estate developer serving time for fraud gets a second chance.
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Caleb and Zach discuss the past year in Oh My Fraud.
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In this short episode, Caleb lays out a few ideas for what an Oh My Fraud Patreon could look like — including ad-free episodes and bonus content — and asks one simple question: would you subscribe?
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David Leary of The Accounting Podcast joins Caleb and Zach to discuss the 2016 hit action movie, The Accountant, starring Ben Affleck.
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A serial fraudster attracts a devoted following when he invents a currency.
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Two tales of corruption and deceit from the ancient world.
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