Podcast Episodes
Back to SearchJody Padar: Build a Practice that Works for You, Not Vice-Versa.
Season 5
The Disruptors
With Liz Farr
CPA Trendlines
Jody Padar, the author of The Radical CPA, has been shaking things up in the accounting world for years. Bu…
2 years, 8 months ago
Peter Margaritis: Communication is key but can be harder to teach.
Season 5
The Disruptors
With Liz Farr for CPA Trendlines
Peter Margaritis, who also calls himself The Accidental Accountant, grew up in the gregarious environ…
2 years, 9 months ago
BONUS EPISODE: Robert Fligel Explains How Private Equity Is Impacting the Profession
Season 5
With Rick Telberg
For CPA Trendlines
Private equity takeovers of accounting firms are changing the rules for the CPA business, impacting succession pla…
2 years, 9 months ago
Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices
Season 5
The Disruptors
With Liz Farr
for CPA Trendlines
Before Joe Montgomery started his firm, he had an epiphany.
He asked himself, “Why would I ever want t…
2 years, 9 months ago
Ryan Lazanis: Build the Firm that Suits Your Lifestyle
Season 5
The Disruptors
With Liz Farr
for CPA Trendlines
Ryan Lazanis started his previous firm, Xen Accounting, a 100% online accounting firm because he thoug…
2 years, 10 months ago
Marie Greene: With Staffing, Lose Bad Apples Before Ruining the Bunch
Season 5
The Disruptors
With Liz Farr
Marie Greene founded Connected Accounting in 2019 out of a desire to create a new kind of accounting firm where firm cultu…
2 years, 10 months ago
Menlo Innovations: Improve Office Culture by Overhauling Internal Reviews
Season 5
Staff and employee annual reviews help assess where teams need additional help, guidance and development. If only they weren't so painful...
Enter Men…
2 years, 10 months ago
Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance
Season 5
The Disruptors
With Liz Farr
for CPA Trendlines
Megan Genest Tarnow is well-known in accounting circles as the go-to expert in using QuickBooks for the…
2 years, 10 months ago
Twyla Verhelst: Firms Must Get Creative to Compete
Season 5
With Liz Farr
Creating the firm you want means you have to be intentional about it, said Twyla Verhelst, CPA. The head of Accountant Channel at FreshB…
2 years, 11 months ago
Donny Shimamoto: Future Firm Growth Requires a Mindshift
Season 5
Donny Shimamoto, CPA.CITP, CGMA, says that one of the COVID pandemic’s benefits is accelerating technology adoption.
With the ongoing talent crunch, t…
2 years, 11 months ago