The CPA Advisory Show
A show about advisory services, building and running an advisory firm, and how we use advisory services to help our clients. We look forward to sharing many great episodes with you. Thanks for listening!
Latest episodes
Sep 28, 2023 • 1h 7min
Acquiring & Integrating a Firm with Andrea MacDonald
Description coming soon!
Sep 20, 2023 • 58min
Positioning and M&A for Service Firms with Jonathan Baker
Description coming soon!
Sep 13, 2023 • 1h 2min
Looking Ahead with Lorilyn Wilson
Description coming soon!
Sep 6, 2023 • 58min
Unleashing the Power of Asking the Right Questions with Dominique Molina
In this episode, Dominique Molina, an expert in unleashing the power of asking the right questions, discusses topics such as advanced tax deductions, transitioning from a transactional to a consultative model, the importance of changing pricing structure, exploring tax crimes, understanding context in expense documentation, and utilizing technology and resources in tax planning.
Aug 30, 2023 • 58min
Simultaneously Building a Modern Firm & Advisory Software with Luke Templin
Description coming soon!
Aug 23, 2023 • 1h 2min
Down the Data Security Rabbit Hole with Brad Messner
Description coming soon!
Aug 16, 2023 • 1h 3min
Key Topics in Tax Resolution with Robert Nordlander
Description coming soon!
Aug 2, 2023 • 1h 2min
From Zero to an Intentional Growth Strategy with Keila Hill-Trawick
Jeremy and Chris welcome special guest Keila Hill-Trawick (@littlefishcpa on Twitter). Keila is the Founder + CEO of Little Fish Accounting, a boutique CPA firm. The key takeaways from the episode (courtesy of ChatGPT) are:
The challenges faced by traditional accounting firms in expanding capacity and bringing on more clients.
Keila's background and motivation for starting her own accounting firm without preconceived notions of how an accounting firm should operate.
Keila's approach to learning the technicalities and best practices of accounting while building a different kind of accounting firm.
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon
Jul 26, 2023 • 60min
Starting & Marketing a Tax Advisory Firm with Grant Dougherty
Jeremy and Chris welcome special guest Grant Dougherty (@DouTaxSolutions on Twitter). Grant is the founder of Dougherty Tax Solutions, a boutique tax advisory firm. The key takeaways from the episode (courtesy of ChatGPT) are:
Grant explained the challenges he faced in meeting the accounting hours requirements and the decision not to pursue additional college courses for eligibility for the CPA.
Grant delves into the role of a corporate tax accountant and the coordination involved in preparing corporate tax returns. He highlights the importance of understanding the nuances of tax laws and the need for coordination with professionals, such as those from the big four firms.
Grant shares his marketing approach, particularly through social media platforms like Twitter.
Grant mentions the use of Facebook groups and offering year-end tax planning services.
Grant discusses the pricing structure and the inclusion of year-round advisory services along with tax preparation.
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon
Jul 19, 2023 • 54min
The Client Can Tell If You Think Their Idea is Stupid with Natalie Kolodij
Description coming soon!
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