أفضل بودكاسات CPAs (2025)

1
52 - Citrin Cooperman’s PE Journey: Lessons in Growth, M&A, and Offshoring with David Kells 20:23

1d ago20:23

20:23

In this episode of Business Beyond Borders, Laurence Whittam sits down with David Kells to explore the impact of private equity (PE) in the accounting industry, focusing on Citrin Cooperman’s transformative journey. Gain actionable advice for firms looking to prepare for growth and navigate a changing competitive landscape! In this episode, you wil…

1
Is This the Most Profitable Accounting Firm? w/ Jesse & Tom from FinOptimal 34:27

3d ago34:27

34:27

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Jesse and Tom from FinOptimal, a company that uniquely combines accounting services with innovative QuickBooks applications designed specifically for accountants. The conversation delves into their dual business model, exploring how they balance service and product deve…

1
332 4 Ways Accountants Can Stop Selling Gold at Bronze Prices 14:51

4d ago14:51

14:51

When it comes to offering price increases to Legacy clients who have been enjoying Gold-level service at Bronze prices, it's important to take action. Failing to adjust these prices means you risk being significantly underpriced over the years, which can lead to excessive hours worked for insufficient revenue. We want to reverse that dynamic—increa…

1
Selling Feelings, NOT Transactions (AI-Generated Episode) 27:23

12d ago27:23

27:23

Extracted Audio from a recent workshop: https://youtu.be/fiLUYApuFY4?si=50cbdmPQm2spt7nz And used Google's NotebookLM to generate a podcast This is the SNL skit I mentioned: https://youtu.be/WKLHsJyhTYs

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51 - Inside the Citrin Cooperman Deal: Private Equity’s Role in Accounting M&A with Terry Putney 22:53

9d ago22:53

22:53

Discover the game-changing trends shaping the accounting profession in this insightful episode of Business Beyond Borders with Laurence Whittam and Terry Putney. From private equity’s influence to the strategic role of offshoring, this conversation dives into the key factors driving transformation in the industry. In this episode, you will be able …

1
331 Create the Accounting Firm You’re Meant to Own 11:34

11d ago11:34

11:34

I want you to create the accounting firm you’re meant to own, rather than the one you think you’re supposed to build. This episode isn’t for everyone. It’s for those who feel frustrated, disheartened, dispirited, or distressed about their current situation. It’s specifically for those who feel alone in their struggle and find it difficult to articu…

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50 - Shaping the Future: Staffing Strategies and Tech Trends in CPA Firms with Kathy Towne-Sautters 33:49

16d ago33:49

33:49

Struggling with staffing challenges, tech trends, and evolving firm strategies? In this episode of Business Beyond Borders, host Laurence Whittam chats with a seasoned expert Kathy Towne-Sautters of BDO Alliance about the dynamic shifts in the CPA profession. From recruiting innovations to embracing AI and offshoring as strategic solutions, this co…

1
Not Being An 'Order Taker' and Ditching $250/$300 Clients w/ Shannon Weinstein 42:21

17d ago42:21

42:21

In this episode of the Grow Your Firm Podcast, host David Cristello welcomes Shannon Weinstein, the CFO for small businesses transitioning from seven to eight figures and President of Keep What You Earn. Shannon shares her unique approach to hiring, emphasizing the importance of crafting compelling job descriptions that sell the company to prospect…

1
330 The High Cost of Switching Accountants 12:10

18d ago12:10

12:10

Your clients’ Switching Costs are HIGH. The better you understand this concept, the easier it will be for you to increase prices with less fear you’ll send them running. … Link to full shownotes: https://www.businessstrategyforcpas.com/330 … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours withou…

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329 5th Annual: Accounting Jokes with Hazel and Remy 2:23

25d ago2:23

2:23

Happy holidays! Enjoy the annual tradition of accounting humor hosted by my two kids, Hazel and Remy. I’ll be back soon with a fresh batch of content to kick off 2025. … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip …

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328 Cross-Post with Alexis Slama of The Accounting Business Club 1:23:28

26d ago1:23:28

1:23:28

You might have heard me say I wasn’t planning to record while in France for 5 weeks, but then a funny thing happened: Alexis Slama, Founder of The Accounting Business Club, reached out and asked if I would record an episode for his eponymously named podcast while in Paris. Naturally, I said, “Oui.” It’s in French, so you’re welcome to give this one…

1
From Closing Offices to a Successful Exit in 7 Years w/ Wendy Barlin, CPA 31:07

1M ago31:07

31:07

In this episode of Growing Your Firm, host David Cristello welcomes Wendy Barlin, a consultant specializing in helping professional service firms transition from frustration to freedom. Wendy shares insights from her decade-long experience in building her own remote firm, which she sold in 2021. The conversation delves into the importance of operat…

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49 - Improving Efficiency and Solving Talent Challenges with Outsourcing with Ashley Platt 33:34

1M ago33:34

33:34

Tune in to the latest episode of Business Beyond Borders, where Laurence Whittam hosts Ashley Platt, founder of Clear Cut Outsourcing, to discuss how CPA firms can effectively leverage outsourcing to drive efficiency, tackle talent shortages, and build stronger, tech-enabled workflows. In this episode, you'll be able to: • Explore why Pakistan is b…

1
The Big Opportunity Tax Planners are Leaving on the Table w/ Rory Henry 25:13

1M ago25:13

25:13

In this episode of Growing Your Firm, host David Cristello welcomes Rory Henry, a certified financial planner and behavioral financial advisor. Rory, who is also the director Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of the upcoming book, "Holistic Guide to Wealth Management," discusses the evolving landscape …

1
327 Happy Holidays 0:22

2M ago0:22

0:22

Wishing you and yours a wonderful holiday season. I'll see you in in 2025! Geraldine FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring: THE EMAIL COURSE – Free geraldinecarter.com/stop-working-weekends Stop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99 gerald…

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Accounting Firm Acquired for 11X EBITDA? State of M&A and More w/ Geoff Bruskin 28:58

2M ago28:58

28:58

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Geoff Bruskin, founder and managing partner of White Tiger Connections. They dive into the dynamic landscape of mergers and acquisitions (M&A) within the accounting industry, exploring how recent trends have created a surge in acquisition interest. Geoff discusses the i…

1
326 Solopreneurship Rocks. With Matt Chiappetta, CPA 27:40

2M ago27:40

27:40

Wish you could never have another staff meeting? I talk with Matt Chiappetta, CPA about his journey as a soloist: how long it took and what decisions he made to build a $250K accounting practice working 30 hours a week in two years. … Link to full shownotes: https://www.businessstrategyforcpas.com/326 … If you feel trapped by your own accounting fi…

1
325 Radical Pricing to Optimize Profits with Jody Padar, CPA 33:52

2M ago33:52

33:52

Do you wish you brought in more revenue for the hours you put in? Jody Padar helps you see the path to higher prices and profits while knowing where to start. https://theradicalcpa.com/ … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long…

1
Behind the Scenes of a Private Equity Backed Accounting Firm w/Tim Brackney 34:40

2M ago34:40

34:40

In this episode of Growing Your Firm, host David Cristello welcomes Tim Brackney, the Chief Executive Officer of Springline Advisory, a firm backed by private equity. They delve into the philosophy of utilizing talent from small firms to enhance shared services, while also discussing the complexities and nuances of private equity in the industry. T…

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324 A Systematic Approach for Accountants to Increase Prices 22:46

2M ago22:46

22:46

Almost every CPA I work with is underpriced. However, increasing prices can be scary because you’re worried you will send clients running. Yet, when we apply pricing tools thoughtfully and systematically, we can increase prices significantly, reduce hours, weed out minnow clients, restore sanity to the firm, and bring revenue, profit, hours, worklo…

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48 - Exploring Latin America's Emerging Potential for CPA Firms with Brendan Quirk 28:36

2M ago28:36

28:36

In this episode of Business Beyond Borders, Laurence Whittam and Brendan Quirk dive into the opportunities and challenges of outsourcing and nearshoring for CPA firms in Latin America. Brendan shares insights from his extensive experience in the region, offering valuable perspectives on strategy, talent acquisition, and cultural nuances. In this ep…

1
REFRAME PODCAST: With Phil Jones 1:09:23

2M ago1:09:23

1:09:23

In this episode, we dive into building influence and trust in client relationships with insights from Exactly What to Say author Phil Jones and CPAs Hector and Carlos Garcia. They discuss how accountants can reframe “selling” as “serving,” communicate value beyond price, and move from technical experts to trusted advisors. Learn practical strategie…

1
Adding $2M in Accounting Services in 36 months w/ Greg O'Brien CPA, CTS 35:50

2M ago35:50

35:50

In this episode of Growing Your Firm, host David Cristello welcomes back Greg O'Brien, Co-CEO of Anomaly CPA, for an insightful discussion about the evolution of his firm since their last conversation three years ago. They reflect on the growth of Anomaly CPA, including the firm's current headcount and revenue, as well as the strategic decisions ma…

1
323 7 Payment Options CPAs Can Use for Tax Returns 20:08

2M ago20:08

20:08

Providing payment options is an intangible form of value that can be captured to increase revenue without adding more hours or work. Rather than say to your client, “Here’s how much you need to pay me,” instead you are saying, “How would you like to pay me?” You client appreciates the choice, and may choose an option that is a higher price for you …

1
47 - Mastering Offshore Success Strategies for Building Effective Global Teams with Abhilasha Parikh 24:55

3M ago24:55

24:55

In this insightful episode, Laurence Whittam sits down with Abhilasha Parikh to explore the essentials of creating and managing effective offshore teams. Abhilasha shares her expertise on what firms need to know to establish strong, sustainable partnerships with offshore providers and how to turn these relationships into true assets for growth. In …

1
Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villard 34:46

3M ago34:46

34:46

In this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA, founder of Full Send Finance and co-founder of Full Send Design. The conversation kicks off with a focus on the importance of consistency in achieving success across various endeavors, including social media and business. Roman shares insights from his experienc…

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322 21 Intangibles CPAs Can Price to Increase Margins 20:39

3M ago20:39

20:39

21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can: - Capture the value you are already creating by implementing more strategic pricing - Segment your marketplace and existing clients - Offer increased value at a higher price - Offer reduced value at a lo…

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46 - Building Lasting Client Relationships: How CPAs Can Become Trusted Advisors with Jeff Panik 17:24

3M ago17:24

17:24

In this insightful episode, Jeff Panik of Balanced Wealth Partners and Laurence Whittam explore the vital role financial advisors play in creating meaningful, long-term relationships with clients, especially CPAs aiming to be trusted advisors. Jeff shares his journey, key strategies, and practical advice for CPAs to strengthen client retention by f…

1
321 When Your Revenue Dries Up Overnight with Minnie Lau, CPA 50:16

3M ago50:16

50:16

What do you do when the market throws your business a giant curve-ball and your revenue streams dry up overnight? Minnie Lau CPA shares the good, the bad, and the ugly of niching into stock option planning and watching IPOs evaporate. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting fir…

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Scaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy Wells 23:30

3M ago23:30

23:30

In this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA, owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. Jeremy Wells is a distinguished entrepreneur and financial expert, recognized for his innovative approach to accounting and business strategy. He has dedicated his career to empowering s…

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320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA 43:37

3M ago43:37

43:37

Have you ever wondered how fast you might be able to make meaningful improvements to your practice? With baby #2 on the way, time was of the essence. Find out what changes Kyle made, in what order, and what the impact of those changes was. Connect with Kyle here: https://www.weselycpas.com/ … Link to full shownotes: https://www.businessstrategyforc…

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45 - Mastering Tax Mitigation: Leveraging Defined Benefit Plans for Maximum Client Value with David Podell 22:30

3M ago22:30

22:30

In this insightful episode, Laurence Whittam sits down with David Podell from Business Benefits Consultants to discuss how tax advisors can add value through partnerships and explore innovative tax mitigation strategies for clients. In this episode, you will be able to: Learn how defined benefit and cash balance plans can reduce tax liabilities. Di…

1
How Did this Firm Owner 2X Revenue Without Burning Out? w/Logan Graf 27:27

3M ago27:27

27:27

In this episode of Growing Your Firm, host David Cristello interviews Logan Graff, a virtual CPA firm owner (The Graf Tax Co. PLLC) based in Central Texas and a rising star on YouTube. Logan Graff is a dynamic and innovative figure in the accounting industry, known for his unique approach to running a virtual CPA firm and his engaging content creat…

1
319 Peak Freedom: Say Hello to Your People 21:06

3M ago21:06

21:06

The very thing you need to help you create the accounting practice you want to own that has the time, freedom, revenue, control, and clients you want. It’s time to find and be with your people. Peak Freedom Join Now » https://geraldinecarter.com/peak-freedom … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by…

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44 - How Compassionate Business Practices Drive Success with Dr. Bruno Roque Cignacco 29:11

4M ago29:11

29:11

In this episode of Business Beyond Borders, Laurence Whittam welcomes Bruno Roque Cignacco, an expert in compassionate business and international trade. They dive deep into the human side of business, especially within accounting firms. In this episode, you will be able to: Understand the importance of fostering compassionate business practices. Le…

1
Doubling Revenue to $2M within 12 Months of Acquisition w/Patrick Dichter's 31:23

4M ago31:23

31:23

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Patrick Dichter, the owner of an acquisition engine specializing in acquiring accounting firms. And owner of Appletree Business Services, a modern accounting and tax firm for small businesses. The conversation delves into Patrick's successful strategies for acquiring fi…

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