AccounTrends: The tax and accounting thought leadership podcast

Founder of Caldwell Consulting & Training, Carla Caldwell, joins us to discuss growing as a leader. Hear advice on finding the right community, the importance of mentors, and why you need to lean into your strengths to grow as a leader. 

Kristen Keats, CPA and owner of Sherwood Tax & Accounting, joins the podcast to talk about how to create tax roadmaps for clients. Listen as she explains the shift away from compliance services, and digs into creating monthly goals to help clients prepare for their future.

Heather Satterley, CPA, CIO of GrowthLab FaaS, and 'Appy Hour Webinar co-host, joins us today to educate listeners on the power of technology. Hear her expert advise on when to utilize technology in the industry to help automate compliance work, the biggest pain points technology can solve, and more on today's episode. 

Jim Buffington, CPA and Advisory Services Leader at Intuit, dives deep into why offering tax advisory services is a key benefit to your clients and can be transformative for your business. Jim shares examples and best practices from firms that are already seeing the fruit of adding advisory services to their list of offerings.

Dominique Molina, CPA, co-founder and President of the American Institute of Certified Tax Coaches joins us to discuss the importance of clearly educating clients on the benefits of advisory services. Hear her advice on how to present advisory services in a positive light, how to articulate its value, how to answer difficult questions from clients, and more. 

A look back at some of the top insights from season 1 of AccounTrends. If you enjoyed this season, please leave us a review on Apple Podcasts or Spotify! 1:05 - Allan Koltin on the war on talent and raiding 3:53 - Darren Root on working through staffing challenges during the great resignation 5:16 - Angie Grissom on 3 fundamentals for reducing burnout and lack of engagement 7:49 - Ron Baker on how...

Part 2 of our discussion with Joe Woodard, Founder and CEO of Woodard. Join us as Joe continues to unpack the barriers to tax advisory and the psychology behind why some professionals are hesitant to get started.

Don't miss this two-part discussion with Joe Woodard, "Barriers to Advisory: Why Most Tax Preparers Don't Embrace the Opportunity", and hear him unpack the common barriers to breaking into tax advisory.  Success and learning are on the other side of the fear of failure. Tune in as Joe walks us through some key concepts for growing your business to include tax advisory.

In this episode, Randy Crabtree, Co-Founder and Partner at Tri-Merit , shares from the wealth of knowledge he's gained while running a successful specialty tax consulting firm and teaming up with tax preparers to help them bring more value to their clients.

It's hard for your clients to see the value in all the advice you provide and be willing to pay for it if you've been giving it away for free. Join us as Nadia Rodriguez, CPA and Tax Analyst at Intuit, shares her thoughts about what tax advisory really is and how you can take steps towards it by being proactive with your clients, clearly communicating the value your services create, and transition...

Mike D'Avolio, CPA, JD, and Intuit employee, shares tax strategies for families with children and covers tax benefits for education, hiring your child to work in the family business, the kiddie tax, and more.

Join Robin Gervais, EA and Manager at Intuit, as she discusses her passion around taxes, shares the latest in tax trends to incorporate into your business today, and discusses how she got started as an EA growing her practice to over 100 clients through year-round advisory. Robin covers creative techniques, strategies, and tangible steps you can share with your clients to grow their retirement nes...

Nayo Carter-Gray, EA and  QuickBooks Online Advanced Certified Pro-Advisor,  joins us today to talk about the power and benefits of workflow automation.  With a little planning before client engagement begins, hours can be saved in the long run.  You won't want to miss hearing Nayo's tips and tricks!

Mark Wickersham, sought after profit improvement expert, value pricing expert, professional speaker and author, joins us as we answer burning questions about value pricing and how to avoid common pitfalls. You don't want to miss this one!

Sean Stein Smith, PhD, joins us to address the most commonly asked questions on cryptocurrency, its impact on the accounting profession, and why he predicts that of the 10,000+ coins circulating today, 1,000 will rise to the top.  Get your notebook ready, Dr. Sean Stein Smith is about to decode the crypto world.

Jody Grunden, co-founder & CEO at Summit CPA Group, joins us to explain how he's built a successful multimillion-dollar accounting firm through a subscription-based pricing model, and enjoys a 94% retention rate. Learn his tips and see how you can apply them in your firm.

Ron Baker, founder of VeraSage Institute, best selling author, and radio talk show host on the VoiceAmerica.com show - The Soul of Enterprise: Business in the Knowledge Economy, also known as the "Godfather of value pricing",  joins us to share his views on the subscription model in the accounting industry, how firms should quantify success, and why timesheets should be a thing of the past. With o...

Angie Grissom, Owner and Chief Relationship Officer at the Rainmaker Companies, breaks down why the hybrid work model is here to stay.  After months of observation and study, Angie walks us through examples of how, with time and the proper technology, hybrid working benefits the team, builds relationships, offers safety, and promotes engagement. You won't want to miss the tips Angie shares to get...

Technology has infiltrated every industry and accounting is no exception to this trend. The pandemic ushered in this advancement faster than we’ve witnessed in years past. With remote work taking hold and people leaving their current jobs to explore other opportunities, firms are finding it harder than ever to staff up. Automation is the technology solution firms are gravitating toward. Join Darre...

Allan Koltin CPA, CGMA and CEO of Koltin Consulting Group, Inc joins us to share his thoughts around key trends currently at play in the profession at large. In this episode we will discuss: "The war on talent", succession planning, M&A, outside ownership and capital, transformation to advisory, and outsourced services. We also tackle what the top performing firms are doing to be successful.

Meet the hosts of AccounTrends, get an overview of the show, and hear about some of the trends that will be covered as well as the experts who will come on the show to discuss them.