Podcast Episodes
Back to SearchSarah Dobek: How Curiosity and Problem-Solving Propel Success in Accounting Marketing | Capstone Conversations
Season 6
The Hall of Famer explains why understanding buyer behavior is the toughest—and most rewarding—part of the job.
Capstone Conversations
By Jean Caragher…
1 year, 3 months ago
Art Werner: How to Turn Tax Prep into Tax Advisory | Quick Tax Tip
Season 6
Quick Tax Tip
With Art Werner
CPE Today
Every CPA, EA, and tax professional should attend at least one federal tax update program annually. It’s like st…
1 year, 3 months ago
Ed Kless: Accounting Must Innovate Beyond Technology | Accounting Influencers
Season 6
In an era when traditional models fail, accountants should rethink relevance, client experience, and the power of language.
Accounting Influencers
with…
1 year, 3 months ago
August Aquila: Getting Profits from Marketing | Gear Up for Growth
Season 6
"Every client interaction is a marketing opportunity."
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
Marketing has evolved from a client acqui…
1 year, 3 months ago
Art Werner: Navigating Business Structure Decisions Amid Tax Law Changes | Quick Tax Tip
Season 6
Quick Tax Tip
With Art Werner
CPE Today
We are anticipating changes to tax laws that could significantly impact clients, either positively or negatively…
1 year, 3 months ago
CPA Trendlines - The Center for Accounting Transformation - Accounting ARC - Ep 24_Is Accounting Really STEM?
Season 6
Accounting experts debate STEM designation and its implications for the accounting field.
Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shim…
1 year, 3 months ago
Tom Wheelwright: If It's Not Fun, Rethink Client Service | Accounting Influencers
Season 6
"Good accountants focus on tasks, but great ones focus on outcomes."
Accounting Influencers
with Rob Brown
WealthAbility founder and veteran CPA Tom Wh…
1 year, 4 months ago
Gary Shamis: Strategy Is Easy. Execution Is Key | Gear Up for Growth
Season 6
Moving beyond a "partner-driven" model is essential to scale operations and continue growth.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
Whi…
1 year, 4 months ago
Rose Wang: Where Numbers Meet Strategy and Creativity | Accounting ARC
Season 6
Accounting ARC
With Donny Shimamoto.
Center for Accounting Transformation
As the accounting profession expands beyond its traditional boundaries, Rose W…
1 year, 4 months ago
Greg Adams: From Finance to Storytelling | The Disruptors
Season 6
Accountants need to write their own stories.
The Disruptors
With Liz Farr
Greg Adams believes that accountants' work opportunities have long been undera…
1 year, 4 months ago