The Accounting Podcast

David Got Fired By His Tax Preparer

Jan 20, 2023

01:17:51

Creator website

Highlights

AI Chapters

Episode notes

Profit First Professional

01:42

The Big Firm Partners Aren't Getting the Funding They Need

03:18

Cloud Accounting - Can You Cap the Hours?

03:47

Introduction

5min

Getting the Next Level of Client Experience

3min

I'm a CPA Tax Senior or a Manager, Partner Principal Owner?

2min

Let Go of a Significant Amount of Revenue

3min

Is TurboTax Stealing Your Clients?

2min

Is Your Tax Manager Working 60 Hour Weeks, 3000 Hours a Year?

2min

Let Go of Millions of Dollars

3min

Cloud Accounting Podcast - Is Zoho a Good Partner?

4min

Is There a Difference Between Local and Remote?

2min

10.

Why Should I Work With You?

6min

11.

CPA Firm Management Is Bringing on Clients Without Raising Prices

2min

12.

The Odds of Making Partner at a Big Firm

5min

13.

The Elevator Pitch for Profit First

2min

14.

Profit First Professional

2min

15.

The Importance of a Sales Tax Account

3min

16.

Profit Versus a Book and a Methodology, Profit First Professionals

4min

17.

Cloud Accounting Podcast - Introducing Anchor

3min

18.

Getting to Know Jennifer Johnson, Professor of Accounting at University of Texas at Dallas

4min

19.

The Big Firm Partners Aren't Getting the Funding They Need

3min

20.

Cloud Accounting - Can You Cap the Hours?

4min

21.

CPA Exam

4min

22.

AICPA CFP Certification

4min

23.

How Can I Get a CPA License in North Carolina?

4min

24.

Federal Tax Updates Podcast

2min

Sponsors
Zoho - https://cloudaccountingpodcast.promo/zoho
LiveFlow - https://cloudaccountingpodcast.promo/liveflow
Anchor - https://cloudaccountingpodcast.promo/anchor

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(00:00) - Thank you to our sponsor, Zoho
(00:27) - Preview: We need to make accountants aware of accounting career paths with real work life balance
(01:11) - Introduction and quick overview of Blake's week and FAA meltdown
(11:22) - What logic did the firm give David for letting him go?
(21:15) - Thank you to our sponsor, Zoho
(22:40) - Not enough firms are offering remote work
(25:38) - Accountants don't need help getting clients
(27:56) - Blake shares a story about his friend switching firms
(29:44) - Blake shares a chart from CPA Trendlines
(33:35) - What is the starting salary for a CPA at a medium to large firm?
(37:16) - Thank you to our sponsor, LiveFlow
(38:25) - Quick follow up on the story of a recent accounting graduate choosing the military over a Big 4 firm
(40:06) - What is Profit First? And what do you do?
(46:20) - Parkinson's Law
(49:53) - Thank you to our sponsor, Anchor
(52:39) - Jennifer's voicemail about her networking event for students
(56:19) - Going over some comments in our live chat
(01:02:47) - Linda's message about Illinois lowering the CPA hours requirement from 150 to 120 hours to sit for the exam
(01:06:26) - Bernard's feedback on the Ron Baker episode
(01:10:25) - David makes a new 2023 prediciton
(01:11:08) - Rusty's message about North Carolina's CPA license requirements
(01:13:54) - Wrap up and where to reach Blake and David
(01:15:14) - Classifieds
(01:15:16) - Client Hub
(01:15:53) - RightTool
(01:16:15) - Federal Tax Updates Podcast
(01:17:27) - How to advertise in these classifieds