Podcast Episodes

James Graham: Doubling the Firm with CFO Services

Season 5

Where there are unmet needs, there are opportunities.

The Disruptors
With Liz Farr

James Graham’s firm, Richtr Financial Studio, gave up the billable ho…

2 years, 10 months ago

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Karen Reyburn: Not MORE Clients, BETTER Clients

Season 5

Fix Your Marketing and Fix Your Business.

The Disruptors
With Liz Farr

Karen Reyburn wants accountants to stop thinking “about marketing as this one-off…

2 years, 10 months ago

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Giles Pearson: Swap Experience for Education

Season 5

The Disruptors
With Liz Farr

Getting the word out about client accounting services could help solve the staffing shortage, says Giles Pearson, CEO and …

2 years, 10 months ago

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Is This When Accountants Start Taking Freshbooks Seriously?

Season 5

Twyla Verhelst explains 'collaborative accounting.'

With Seth Fineberg
At Large for CPA Trendlines

FreshBooks is taking another step to evolve from bein…

2 years, 10 months ago

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Harper & Company CPAs: You help clients build their ideal business. Why can’t you do it for yourself?

Season 5

Transformation Talks
With Donny Shimamoto
Center for Accounting Transformation

 Glen Harper, CPA, says businesses should be willing to reinvent themselv…

2 years, 11 months ago

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Jina Etienne: Practice Fearless Inclusion

Season 5

The Disruptors
With Liz Farr

Jina Etienne wants accountants to stop hiding behind our green eyeshades and all the stereotypes we share as CPAs. She pra…

2 years, 11 months ago

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Jason Deshayes: What We're Doing Isn't Working

Season 5

The Disruptors
With Liz Farr

By age 35, Jason Deshayes, CPA/PFS, CFP, CKA, was already co-owner of a CPA firm in Albuquerque. He “hit the magic Shangri…

3 years ago

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Heather Satterley: You've Got to Meet People Where They Are

Season 5

The Disruptors
With Liz Farr

Heather Satterley is well-known for being an accounting tech expert. But tech isn’t the only skill accountants need today …

3 years ago

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Adrian Hong: Necessity Can Make You an Expert

Season 5

Innovation Insights
With Donny Shimamoto

Adrian Hong's journey into the realm of environmental, social, and governmental (ESG) reporting has been nothi…

3 years ago

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Bill Penczak: Stop Forcing Smart People to Do Stupid Work

Season 5

The Disruptors
With Liz Farr

Too many accounting firms have “smart people doing stupid work,” according to Bill Penczak, a veteran sales and marketing …

3 years ago

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