The CPA Advisory Show

Full disclosure: Yes, this title is clickbait but we all agreed it was a funny moment from the podcast. Michael Meihaus is the owner and founder of Meihaus CPA, PC. Michael's firm is relatively new and specializes in employee benefit plan (EBP) audits. In this wide-ranging conversation we covered: · What nudged Michael to start his own firm? · What are employee benefit plan (EBPs) audits, for those of us not in the know? · Michael’s business development strategy for new firm owners · How to create your own “functional Ponzi scheme” · The time tracking debate that will never die. We all agree, time tracking is for the birds! ...and much, much more. You can follow Michael on Twitter @MichaelMeihaus

In this episode, both Jeremy and Chris provide their respective "top 5" lists to learn and deliver advisory services. There is a good mix of books that cover both technical and soft skills, but it may surprise you just how much these books fall into the latter category. Both Jeremy and Chris provide their top takeaways from each book and engage in meaningful back and forth. Regardless of whether you read these books or not, there are plenty of takeaways that you can use to run a better CAS (or is it CAAS?) practice.

In this episode of the CPA Advisory Show Jeremy Wells (@JWellsCFO) and Chris Hervochon (@ChrisHervochon) welcome special guest Andrew Lynch (@AndrewGLynch). This episode unpacks what it's like to work in a corporate FP&A environment and how that translates into delivering CAS services.  Some key takeaways from the episode: How to get good at bridging technical gaps between technical and non-technical consumers How FP&A applies to advisory How to think about adding non-financial metrics to your client’s reporting Why cloud-based reporting systems is important for automation and business intelligence

We're at CAS 2.0 now? What happened to 1.0?  In this episode we will explore exactly what CAS 2.0 is with our special guest Gary Wood, CPA and how we went from CAS 1.0 to CAS 2.0, seemingly overnight.  Gary is a firm owner from Ozark, Missouri (home of the Langmores!) that bought a legacy tax shop and turned it into a modern firm. Gary leveraged the existing client base and his firm is now 70% CAS and thriving. Gary is also a proud alumni of the AICPA Leadership Academy, Class of 2018, along with our co-host Chris Hervochon.   In this episode, we will unpack:  What is CAS 2.0? How does it differ from CAS 1.0?  How to leverage your existing client base and turn them from transactional clients to CAS clients.  Gary's definition of CAS  What is included in a proper CAS offering?  How CAS helps clients thrive   #CAStwitter

In this episode of the CPA Advisory Show (CAS) we talk about dashboards and how to implement them into your advisory toolbox. We’ll cover the advisor’s common questions, such as:  How do I choose an analytics or visualization tool?  What metrics should I include on the dashboard?  Do clients even like dashboards?  And so much more. Tune in and find out. If you like this episode, please subscribe to the show and leave a review so we can grow our audience and keep this thing going. Finally, don’t forget to follow us on Twitter @JWellsCFO and @ChrisHervochon. If you want to know the answer to life’s burning questions, such as, “why do we record the video so you can only see one person at a time and it jumps back and forth?”, then Twitter is the place to go.

Our first guest! In this very special episode of the CPA Advisory Show (CAS) we met up with Logan Graf of The Graf Tax Co. PLLC at AICPA ENGAGE 2022 to talk about Logan's experience starting his tax-first firm and his move into offering Client Accounting Services (CAS). We also talk about Logan's TikTok skills and dancing prowess. Seriously. Logan is a must follow on Twitter @LoganGrafTax.

Jeremy and Chris review what CAS means: C: Client/Cloud A: Accounting/Advisory S: Services They discuss who should lead the relationship between advisor and client and how they decide whether to work with a prospect or not.

Jeremy Wells, CPA, EA, and Chris Hervochon, CPA, CVA, sit down to discuss what CA(A)S means to them in this inaugural episode of The CPA Advisory Show. Chris and Jeremy each run their own small accounting and advisory firms. They settle on a simple call to action for current and future advisors: “Just be helpful.” This episode’s actionable steps to increase your firm’s advisory value: From Chris: Reach out to your clients and ask them what's going well, what's not going well, and how can we be most helpful. From Jeremy: Establish a good relationship with a mentor. Chris Hervochon, CPA, CVA: https://www.betterwaycpa.com Jeremy Wells, CPA, EA of JWellsCFO: http://twitter.com/jwellscfo Getting Naked: A Business Fable About Shedding The Three Fears That Sabotage Client Loyalty by Patrick Lencioni: https://www.amazon.com/dp/B0032ZD0OI/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1 Subscribe at cpaadvisoryshow.com!

Hi, I'm Jeremy Wells, CPA, cohost of the CPA Advisory Show. Along with my co-host Chris Hervochon, CPA, we'll be talking 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.