Episodes

  • Acquiring & Integrating a Firm with Andrea MacDonald

    Acquiring & Integrating a Firm with Andrea MacDonald
    Sep 28 2023

    Description coming soon!
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    1 hr and 7 mins
  • Positioning and M&A for Service Firms with Jonathan Baker

    Positioning and M&A for Service Firms with Jonathan Baker
    Sep 20 2023

    Description coming soon!
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    58 mins
  • Looking Ahead with Lorilyn Wilson

    Looking Ahead with Lorilyn Wilson
    Sep 13 2023

    Description coming soon!
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    1 hr and 2 mins
  • Unleashing the Power of Asking the Right Questions with Dominique Molina

    Unleashing the Power of Asking the Right Questions with Dominique Molina
    Sep 6 2023

    Description coming soon!
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    58 mins
  • Simultaneously Building a Modern Firm & Advisory Software with Luke Templin

    Simultaneously Building a Modern Firm & Advisory Software with Luke Templin
    Aug 30 2023

    Description coming soon!
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    58 mins
  • Down the Data Security Rabbit Hole with Brad Messner

    Down the Data Security Rabbit Hole with Brad Messner
    Aug 23 2023

    Description coming soon!
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    1 hr and 2 mins
  • Key Topics in Tax Resolution with Robert Nordlander

    Key Topics in Tax Resolution with Robert Nordlander
    Aug 16 2023

    Description coming soon!
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    1 hr and 3 mins
  • From Zero to an Intentional Growth Strategy with Keila Hill-Trawick

    From Zero to an Intentional Growth Strategy with Keila Hill-Trawick
    Aug 2 2023

    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
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    1 hr and 2 mins