Beste CPAs Podcasts (2025)

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Business Beyond Borders: Impactful Insights for CPAs

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60 - Beyond Billable Hours: The AI Marketing Revolution in Accounting with Kristofer Lenz 28:02

vor 3 Tagen28:02

28:02

Is AI replacing marketers—or finally making them effective? In this episode of Business Beyond Borders, Laurence Whittam talks with Kristofer Lenz, Founder of Kailos Marketing Lab, about how AI is reshaping marketing for CPA firms—and why most firms are still missing the mark. In this episode, you will be able to: • Discover how AI accelerates cont…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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The Billion Dollar Accounting CEO w/ Alan Whitman 43:27

vor 4 Tagen43:27

43:27

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Alan Whitman, the former CEO and chairman of Baker Tilly. Alan shares his remarkable journey of transforming Baker Tilly from a $475 million firm to a $1.5 billion powerhouse. Throughout the conversation, Alan describes how businesses can thrive – largely by prioritizin…

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Business Beyond Borders: Impactful Insights for CPAs

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59 - What No One Tells You About Cultural Gaps in Outsourcing 17:29

vor 11 Tagen17:29

17:29

Struggling with cultural friction in your offshore team? You’re not alone—and it’s more common (and fixable) than you think. In this episode of Business Beyond Borders, Laurence Whittam dives into one of the most overlooked reasons firms fail to scale their outsourcing success: cultural disconnects. In this episode, you’ll be able to: • Recognize c…

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Business Beyond Borders: Impactful Insights for CPAs

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58 - Helping Clients Choose: Growth, Niche, or Exit with Christine Nicholson 32:03

vor 17 Tagen32:03

32:03

Is your firm missing the real advisory opportunity behind M&A? In this episode of Business Beyond Borders, Laurence Whittam sits down with UK-based exit planning expert Christine Nicholson to unpack what firms often overlook when guiding clients through succession and acquisition decisions. In this episode, you’ll be able to: • Understand why mid-s…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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How to Stay Focused and Become a 'Smarter Accountant' w/ Dawn Goldberg 46:37

vor 18 Tagen46:37

46:37

In this episode of the Growing Your Firm podcast, David Cristello welcomes Dawn Goldberg, a seasoned CPA and a Certified Professional Coach. Dawn shares her incredible story of maintaining her productivity even after a stage four cancer diagnosis forced her to undergo six months of chemotherapy. To accomplish this, Dawn maintained some key practice…

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Business Beyond Borders: Impactful Insights for CPAs

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57 - Before You Outsource: How to Align Your Firm and Eliminate Resistance 20:17

vor 25 Tagen20:17

20:17

Facing internal resistance to outsourcing? You’re not alone. In this launch episode of the Business Beyond Borders mini-series, host Laurence Whittam dives into one of the biggest barriers firms face when expanding globally—getting internal buy-in for outsourcing. Whether it’s resistance from partners, disconnected service lines, or uncertainty abo…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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The Right Way to Plan Accounting Compensation w/Dominic Piscopo 35:42

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35:42

In this episode of the Growing Your Firm Podcast, host Dave Cristello welcomes Dominic Piscopo, the founder of Big 4 Transparency. An expert in salary benchmarking within the accounting industry, Dominic shares insights into compensation strategies, year-over-year changes, and the impact of private equity (PE) on salaries. The conversation highligh…

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Business Beyond Borders: Impactful Insights for CPAs

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56 - What Every CPA Firm Needs to Know About Operational Strategy 32:28

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vor etwa einem Jahr32:28

32:28

Are you focusing too much on outsourcing and not enough on what’s happening inside your firm? In this episode of Business Beyond Borders, Laurence Whittam sits down with Tavi Meketon to spotlight the Profit Team—a powerhouse group of operational leaders helping CPA firms become more efficient, forward-thinking, and future-ready. In this episode, yo…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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The Current State of Accounting Firm M&A W/Todd Steinberg 35:17

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35:17

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Todd Steinberg, founder and managing partner of Thrive Financial Group. David and Todd dive into the evolving landscape of accounting firm mergers and acquisitions (M&A), particularly the increasing role of private equity (PE) firms as buyers. They discuss key acquisiti…

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Business Beyond Borders: Impactful Insights for CPAs

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55 - The Talent Flood: How Senior Accountants Are Shaping the Job Market 26:23

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vor etwa einem Jahr26:23

26:23

Thinking about outsourcing, but unsure how involved your firm needs to be? In this episode of Business Beyond Borders, Laurence Whittam and Shrinivas Gangesh Karthikeyan of GKM Global Services Pvt Ltd dive into how firms can successfully navigate outsourcing—without getting bogged down in cultural or operational headaches. In this episode, you’ll b…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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The Zero Cost Accounting Client Acquisition Method w/Alyssa J. Dillon 43:36

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43:36

In this episode of Growing Your Firm, host David Cristello welcomes Alyssa J. Dillon, a fellow entrepreneur who shares her inspiring journey of starting her own business. The conversation kicks off with Alyssa recounting the pivotal moment when she decided to quit her job and explore the possibility of working for herself after receiving a side acc…

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Hector Garcia CPA's Podcast

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STRESS, STOICISM, AND SCOPE (FROM REFRAME PODCAST) 1:10:37

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vor etwa einem Jahr1:10:37

1:10:37

SAME AS VIDEO FROM YOUTUBE: https://youtu.be/PQIhx7UT5iI Timestamps:00:00 Introduction (About the REFRAME/Podcast)00:02:32 "Stress Wisely" - Quick Summary00:35:22 Framestorming "Scopeless"00:50:23 How to implement and price a "Scopeless service"01:02:03 REFRAME news and upcoming events ADDING THE AUDIO ONLY VERSION HERE TO CROSS PROMOTE…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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Launching an Accounting Firm While Battling Cancer w/Kelly Mann 30:07

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30:07

In this episode of Growing Your Firm, host David Cristello welcomes Kelly Mann, co-founder and CEO of AuditMiner. Kelly shares her journey of launching her own CPA firm, a decision that surprised her given her background in audit and the male-dominated landscape of firm ownership. She discusses the challenges of changing firm culture and her desire…

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Business Beyond Borders: Impactful Insights for CPAs

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54 - Tech or Trouble? The IT & Al Shifts CPA Firms Can't Ignore with Steve Perkins 32:10

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vor etwa einem Jahr32:10

32:10

Is Your CPA Firm’s Tech Strategy Already Outdated? Many firms are still struggling with cloud adoption, while AI is rapidly reshaping the industry. In this episode of Business Beyond Borders, Steve Perkins, Founder of Invicta Advisors LLC, shares why so many firms are behind in IT strategy—and what they need to do now to stay competitive. In this e…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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What This Owner Learned After 10+ Acquisitions and Divestitures w/Marcus Dillon, CPA 37:12

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37:12

In this episode of The Growing Firm Podcast, host David Cristello welcomes Marcus Dillon, president of Dillon Business Advisors. The conversation delves into Marcus's journey of acquiring a book of business valued at $400k and the evolution of his firm over the past 13 years. Marcus shares valuable insights on client acquisition, pricing strategies…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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How to Raise Rates on Current Clients w/Loren Fogelman 23:53

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23:53

In this episode of Growing Your Firm, host David Cristello welcomes back returning guest Loren Fogelman, a sports psychologist turned business coach specializing in helping accounting professionals. Loren shares her insights on a crucial yet often overlooked topic: raising fees for existing clients. She emphasizes the importance of understanding cl…

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Business Beyond Borders: Impactful Insights for CPAs

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53 - Are You Secretly Non-Compliant? 7216 Rules Explained 16:58

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16:58

Think your firm is playing it safe with 7216 compliance? You might be wrong. Many firms are struggling with the disclosure rules—especially when outsourcing tax work. In this episode of Business Beyond Borders, Laurence Whittam breaks down the critical steps firms must take to stay compliant and avoid legal risks. In this episode, you will be able …

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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Building a $500K Lifestyle Accounting Firm in Under 24 months w/Michael Meihaus, CPA 37:42

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37:42

In this episode of Growing Your Firm, host David Cristello speaks with Michael Meihaus, the owner of Meihaus CPA, who transitioned from a decade in public accounting to launching his own firm focused exclusively on retirement plan audits. Michael shares his journey of self-discovery, including a pivotal conversation that prompted him to leave his j…

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Business Beyond Borders: Impactful Insights for CPAs

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

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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…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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

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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…

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Business Beyond Borders: Impactful Insights for CPAs

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

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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 …

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Hector Garcia CPA's Podcast

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

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vor etwa einem Jahr27:23

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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Business Beyond Borders: Impactful Insights for CPAs

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

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vor etwa einem Jahr33:49

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…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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

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vor etwa einem Jahr42:21

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…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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

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vor etwa einem Jahr31:07

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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Business Beyond Borders: Impactful Insights for CPAs

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

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vor etwa einem Jahr33:34

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…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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

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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 …

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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

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vor etwa einem Jahr28:58

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…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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

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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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Business Beyond Borders: Impactful Insights for CPAs

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

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vor etwa einem Jahr28:36

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…

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Hector Garcia CPA's Podcast

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REFRAME PODCAST: With Phil Jones 1:09:23

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vor etwa einem Jahr1:09:23

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…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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

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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…

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Business Beyond Borders: Impactful Insights for CPAs

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

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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 …

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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

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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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Business Beyond Borders: Impactful Insights for CPAs

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

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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…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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

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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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Business Beyond Borders: Impactful Insights for CPAs

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

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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…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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

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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…

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Business Beyond Borders: Impactful Insights for CPAs

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

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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…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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

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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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Business Beyond Borders: Impactful Insights for CPAs

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43 - Scaling CFO Advisory From Audit Expertise to Leadership with Karl Baker 25:32

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25:32

Join us for an insightful episode of Business Beyond Borders featuring Karl Baker, Founder of Baker CFO Advisory. Discover how CFO advisory services are transforming businesses and how audit expertise can lead to successful leadership and scaling of advisory services. In this episode, you will be able to: Understand the transition from audit to CFO…

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Business Beyond Borders: Impactful Insights for CPAs

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42 - Streamlining Success: Automating Accounting Practices with Wesley Hartman 35:19

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35:19

Join us in this insightful episode of Business Beyond Borders as we dive into the world of accounting automation with Wesley Hartman, founder of Automata Practice Development. Wesley shares his journey from engineering to revolutionizing accounting firms with cutting-edge automation strategies. In this episode, you will be able to: Understand the i…

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Business Beyond Borders: Impactful Insights for CPAs

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41 - Navigating 7216 Disclosures: Legal Insights for Accounting Firms with Sara Sharp 22:13

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22:13

In this episode of Business Beyond Borders, Laurence Whittam sits down with Sara Sharp, a specialized attorney in M&A for accounting firms, to delve into the intricacies of 7216 disclosures. They discuss the importance of legal compliance, especially when dealing with outsourcing, and how firms can protect themselves while still navigating the comp…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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AI's Impact on Tax Research and More w/ Piritta Van Rijn 24:21

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24:21

In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters. They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of exis…

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Business Beyond Borders: Impactful Insights for CPAs

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40 - Building a Future-Ready Firm: Tech, Talent, and Advisory Insights with Caleb Jenkins 0:41

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0:41

In this episode of Business Beyond Borders, Laurence Whittam is joined by Caleb Jenkins, a 40 under 40 honoree and ProAdvisor of the Year, to discuss key strategies firms can use to succeed in today's challenging market. In this episode, you will be able to: Learn how Caleb’s firm transitioned from traditional to value-based pricing. Discover the b…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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How to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFP 19:41

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19:41

On this episode of Growing Your Firm, host David Cristello interviews Michelle Neiswender, CFP the founder and CEO of FIRE Wealth Management. Michelle shares insights from her experience in the wealth management industry, offering valuable lessons applicable across different sectors. As a fee-only certified financial planner, Michelle specializes i…

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Business Beyond Borders: Impactful Insights for CPAs

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39 - Enhancing Client Value Through Strategic Tax Incentives with Brandon Carroll 25:07

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25:07

Dive into the latest episode of Business Beyond Borders, where host Laurence Whittam and guest Brandon Carroll explore how CPA firms can tap into powerful tax incentives to add value for their clients. This discussion reveals strategies for enhancing your advisory services and staying competitive in today’s market. In this episode, you will be able…

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Hector Garcia CPA's Podcast

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AI & Future of Accounting - Interview from Hannah Smolenski CPA 37:26

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37:26

Check out Hannah's amazing YouTube Channel: https://youtu.be/sbXbhSATArs Check out REFRAME 2024: https://www.reframe2024.com/

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Business Beyond Borders: Impactful Insights for CPAs

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38 - Maximizing Efficiency with Amalgam Transforming Accounting Firms with Joe Manganelli 20:58

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20:58

Join Laurence Whittam and Joe Manganelli, Chief Revenue Officer at Amalgam, to discuss the impact of technology on accounting firm efficiency. In this episode, you will be able to: Discover how Amalgam can integrate various data systems into a single platform for improved efficiency. Learn about specific use cases where Amalgam has significantly re…

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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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300 Client Consults in Year 1? Learn How and More w/ Max Minsker 29:39

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29:39

On this episode of Growing Your Firm, David Cristello interviews Max Minsker, the founder and CEO of Bookmate, a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services. The discussion delves into his unique approach to packaging and pricing, highlighting his atypical p…

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CPAs Podcasts

Podcasts, die es wert sind, gehört zu werden

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