Episode 9
In this episode, Jeremy Clopton, Director at Upstream Academy, shares his insights on the dangers of using generational labels, and discusses some of the benefits of people working together with vari…
Published on 5 years, 8 months ago
Episode 8
Sometimes tax services and credits change in ways that benefit businesses but they can't help if we aren't aware of them. In this episode, Randy Crabtree, CPA, discusses special services that could s…
Published on 5 years, 8 months ago
Episode 7
It's one thing to build a successful business and maintain it at that level. Expanding it is quite another. It won't happen if you've got an "If it ain't broke, don't fix it" mentality. In this episo…
Published on 5 years, 9 months ago
Episode 6
It's not enough to give clients what they want. It's also important to give them what they need. Being a trusted advisor and consultant for your clients can help you to go above and beyond in your ef…
Published on 5 years, 9 months ago
Episode 5
In the world of accounting, it is essential to be diligent about risk management and protecting client information, especially during mergers and acquisitions.
Stephen Vono is Senior Vice President…
Published on 5 years, 10 months ago
Episode 4
David Bergstein has been in the accounting profession for 50 years. He has had experience in a variety of interesting roles, including IRS Chief. Seen as a visionary by many, David has won several aw…
Published on 5 years, 11 months ago
Episode 3
Joshua Lance is the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. In this …
Published on 5 years, 11 months ago
Episode 2
With 30 years' experience in the active practice of public accounting, John Sensiba focuses leading professionals in the delivery of superior client service – helping the communities they serve, the …
Published on 6 years ago
Episode 1
Many people think that accounting is a fairly static and unchanging profession. Numbers are numbers; facts are facts. But in this episode, Tim Jipping, CPA and CGMA, shares what led him to this caree…
Published on 6 years ago
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