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The CPA Advisory Show

Latest episodes

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Feb 22, 2023 • 59min

What can an effective sales process look like in a modern accounting firm?

Description coming soon!
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Feb 16, 2023 • 54min

How to Exponentially Grow a Tax Advisory Firm with Ryan Bakke

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Feb 8, 2023 • 55min

Starting & Merging a Xero-based Bookkeeping Firm with Trinity Scott

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Feb 1, 2023 • 1h 2min

The State of The Accounting Profession with Blake Oliver

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Jan 25, 2023 • 56min

Can a Chief Operating Officer help you grow your firm with Tom Miller

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Jan 18, 2023 • 1h 3min

When should you stop working from home and get an office?

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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
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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
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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
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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

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