Podcast Episodes
Back to SearchAugust 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, 9 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, 9 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, 9 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, 9 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, 9 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, 9 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, 9 months ago
Glen Carmichael: Leadership Sets the Tone for Marketing Success | Capstone Conversations
Season 6
Capstone Conversations
By Jean Caragher
For CPA Trendlines
Glen Carmichael, digital marketing coordinator at YHB CPAs and Consultant, is pushing the fir…
1 year, 9 months ago
Gary Shamis: When It Comes to PE, Young Partners Should Proceed Cautiously | Accounting Influencers
Season 6
Private equity in accounting could boost firm value, but at what personal cost?
Accounting Influencers
with Rob Brown
In a deep dive into private equity…
1 year, 9 months ago
Unlocking the Secrets to Smart Growth with Alan Whitman | Gear Up For Growth
Season 6
"Speed and being nimble are critical to being able to try new things and iterate quickly."
Gear Up For Growth
With Jean Caragher
For CPA Trendlines
Alan …
1 year, 9 months ago