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
Feb 22, 2023 • 59min
What can an effective sales process look like in a modern accounting firm?
Description coming soon!
Feb 16, 2023 • 54min
How to Exponentially Grow a Tax Advisory Firm with Ryan Bakke
Description coming soon!
Feb 8, 2023 • 55min
Starting & Merging a Xero-based Bookkeeping Firm with Trinity Scott
Description coming soon!
Feb 1, 2023 • 1h 2min
The State of The Accounting Profession with Blake Oliver
Description coming soon!
Jan 25, 2023 • 56min
Can a Chief Operating Officer help you grow your firm with Tom Miller
Description coming soon!
Jan 18, 2023 • 1h 3min
When should you stop working from home and get an office?
Description coming soon!
Jan 11, 2023 • 1h 13min
How to Automate Advisory Services with ChatGPT, GPT-3 and Make
In this episode of the podcast, Jeremy and Chris dive into the ChatGPT craze based on this video that Chris posted on Twitter/YouTube. The key takeaways from the episode are:
What is ChatGPT and what isn’t it?
What are some ideas to embed GPT-3 and Chat GPT into advisory services?
What is the difference between GPT-3 and ChatGPT?
What are some of the risks with using ChatGPT and GPT-3 in your firm?
What questions would ChatGPT ask an accountant about ChatGPT?
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon
Jan 4, 2023 • 1h 6min
Unpacking The Subscription Business Model For Firms with Ron Baker
Jeremy and Chris are kicking off 2023 with a bang with special guest, the legendary Ron Baker (@RonaldBaker on Twitter). Ron is the co-host of The Soul of Enterprise podcast, along with friend-of-the-show Ed Kless, Ron is also the author of 7 best selling books, soon to be 8 with Time's Up, and a true thought-leader in the profession. The key takeaways from the episode are:
The difference between a subscription model and a recurring fixed fee model
"Plusing" your services and selling the promise of enhanced future value
KPIs for the subscription model
The P&L for this model gets flipped on its head. We unpack that with Ron.
How should a firm that's currently billing by the hour move to a subscription model?
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon
Dec 28, 2022 • 54min
2022 Year-End Wrap-Up
In this episode of the podcast, Jeremy and Chris reflect on 2022 and what it has been like starting a podcast. The key takeaways from the episode are:
What we learned starting a podcast in 2022
Our favorite episodes that we recorded this year and some key takeaways
Where we are taking the podcast in 2023
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon
Dec 21, 2022 • 50min
Why Accounting Firms Are Great Investments & How to Acquire One with Patrick Dichter
In this episode of the podcast, Jeremy and Chris speak with special guest Patrick Dichter (@PatrickDichter on Twitter). Patrick is not an accountant by trade, but saw an opportunity to acquire and operate accounting firms. The key takeaways from the episode are:
Why accounting firms are a good investment - an outside perspective
Key considerations when acquiring a firm
The three components of change management
What makes a firm an attractive acquisition, especially for a non-CPA
Key considerations when combining firms
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon
