The CPA Advisory Show

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This podcast episode features special guest Mike Moise (@mavidormike on Twitter). We discussed various topics related to running an accounting firm, including the importance of being a wartime advisor or CFO, focusing on clients that add value to the firm, and the challenges of forecasting cash flow. The conversation emphasized the need for proper bookkeeping and tracking to be able to answer questions from board members and stakeholders. We also discussed the increasing demand for fractional CFO advisory work and the importance of being able to influence the finance function at customer companies. Be sure to check out what Mikes got going on at leadwithvalue.team. The main topics of the episode are: Importance of being a wartime advisor or CFO Focusing on clients that add value to the firm Challenges of forecasting cash flow Proper bookkeeping and tracking to answer stakeholder questions Increasing demand for fractional CFO advisory work and the need to influence the finance function at customer companies. Follow the show on Twitter ⁠@CPAAdvisoryShow⁠ Jeremy Wells on Twitter ⁠@JWellsCFO⁠ Chris Hervochon on Twitter ⁠@ChrisHervochon

This podcast episode features special guest Sandy Johns (@SandyRevolution on Twitter) about various topics related to accounting and advising. The conversation covers topics such as the value of advising customers, the benefits of forming small groups to discuss issues, and the importance of staying up-to-date with industry news and trends. The Jeremy, Chris and Sandy also share personal anecdotes and insights throughout the episode. The main topics of the episode are: Our advisory roles and how we do (or not) market our services based on it. The benefits of being part of a small firm group and how it helps feel connected and provides practical advice for our firms. The importance of professional associations for accountants and the need for trust in the profession. The burden of certification exams and the potential for innovation in the industry. The value of relationships in the accounting profession. Follow the show on Twitter ⁠@CPAAdvisoryShow⁠ Jeremy Wells on Twitter ⁠@JWellsCFO⁠ Chris Hervochon on Twitter ⁠@ChrisHervochon

Jeremy and Chris are going back to high school with special guest, the Scott Scarano (⁠⁠@scottscarano on Twitter). Scott is the janitor at Accounting High (also https://www.accountinghigh.com/). He's also the only accountant we know that raps. Stay tuned until the end of the episode for the world premiere of Scott's new rap song! The key takeaways from the episode are: Why and how accountants that think outside the box will thrive The rise of the gig economy and how it will impact the profession How does Scott define CAS? Soft skills for accountants? Really? How focus and ego can impact career progression Follow the show on Twitter ⁠@CPAAdvisoryShow⁠ Jeremy Wells on Twitter ⁠@JWellsCFO⁠ Chris Hervochon on Twitter ⁠@ChrisHervochon

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In this episode of the CPA Advisory Show, Chris Hervochon, CPA, CVA and Jeremy Wells, CPA, EA are joined by special guest Kelly Ward (@kellywardcpa on Twitter) to discuss the current trends in cloud accounting. They discuss how to package and price services, the challenges of remote staffing, and how to find support in the profession. They also provide a shameless plug for their earlier episode, "Feeling Lost In Running Your Firm? Here's How to Get Help." Tune in to hear more about the ever-changing accounting landscape. The top takeaways from the episode are: How the profession has evolved since Kelly got started. How accounting and advisory services differ in rural areas, especially when access is truly seasonal. How Kelly packages and prices her services and how her approach has evolved. The importance of having a support group and resources in running a firm. The importance of building and maintaining trust. Follow the show on Twitter @CPAAdvisoryShow Jeremy Wells on Twitter @JWellsCFO Chris Hervochon on Twitter @ChrisHervochon

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