CPA Trendlines Podcasts

Creating Customized Client Experiences in the Covid Age, with Eileen Kennedy [in only 30-minutes] Eileen J. Kennedy, CEO of The Kennedy Factor, demonstrates how to create a consistent, exceptional, customized, and memorable client experience in the Age of the Coronavirus. You can thrive for years to come – if you take the Covid Crisis as a call to reinvent your practice. You already have two essen...

And you only have one chance to get it right.     Rick Telberg: Hi, I'm here today with Steve Nelson, CPA of Nelson CPA, managing member. You probably know him best because he's sold five million or more copies of QuickBooks For Dummies. Steve, thanks for joining us today.   Steve Nelson: Thanks, Rick.   Rick Telberg: The first question is, let's talk about PPP loan forgiveness. What are the surpr...

With Steven Sacks   The NEW Fundamentals   Armed with the latest technologies, accountants can do more than ever – faster, better, and cheaper.   But too many accountants are missing the biggest opportunity that technology creates, according to Judy Trepeck, long a leading figure in the profession.   In her conversation with Steven Sacks, Trepeck, currently senior vice president for customized tra...

CPA firms are ill-prepared for the new era of virtual, work-from-home partners and staff, according to Bill Reeb, a leading CPA firm practice consultant, in this conversation with CPA Trendlines contributor Steven Sacks. Management at all levels will need to adapt, Reeb says, requiring new processes and procedures.  But more than anything, it requires new metrics of productivity. And, most of all,...

Tax season turns into 'advisory season,' and a whole new niche is born. By CPA Trendlines Research Gabrielle Luoma, long one of the profession's leading innovators, says the future under COVID-19 belongs to the quick and the smart, in this exclusive video interview with CPA Trendlines. Firms will need to deploy new services to attract new clients who may have not realized that they needed a firm l...

Katye Maxson-Landis: “I have my ethics attorney on speed dial.” With Liz Gold cannabizcpa.pro

By Liz Gold CannaBizCPA.PRO A strong network in cannabis, staying up-to-date on all the moving parts of legislation and reading constantly keeps Zach Gordon, CPA well-informed as co-practice leader of Janover LLC’s Cannabis Industry Practice Group. He’s also the chair of the New York State Society of CPAs’ Cannabis Industry Committee and planning the upcoming NYSSCPA’s 2019 Cannabis Conference in...

Green Bits: Helping Cannabis Retailers Stay Compliant With Liz Gold cannabizcpa.pro at cpatrendlines.com After selling his former company, Outright, to GoDaddy in 2012, Ben Curren stayed at the company for a year and then started considering what he would do next. After listening to cannabis-related news and realizing the inventory problems that were emerging due to compliance, Curren got excited...

Robinson targets fast-growing business sectors facing common problems. With Liz Gold http://www. CannaBizCPA.Pro at https//cpatrendlines.com For Sean Robinson, CPA, MBA, and founder of Tebaja Consulting LLC, his company is helping him answer a calling. Robinson spent a decade at Citigroup in various roles. During that time, he always had a fondness for his first role, which was managing several te...

Keeping Cannabiz Clients in Compliance. New accounting technology is part of the package. With Liz Gold http://CannaBizCPA.Pro at https://cpatrendlines.com When Cristina Garza launched her cannabis accounting and payroll company, CannaComply, back in 2014, she wanted to make sure she understood the nuances and complexities of the industry. She did her homework.

In a tsunami of institutional investors flooding the market, Karnes sees opportunity.  By 2022, Matthew Karnes, CPA, said he expects every state in the country will have implemented either a medical-only or a fully legal cannabis market to reach $35 billion in retail sales. Karnes is founder of GreenWave Consultants, one of the industry's leading Wall Street analysts. With Liz Gold http://www. Can...

Required of clients: a legal bank account or detailed cash logs. With Liz Gold http://cannabizcpa.pro | https://cpatrendlines.com A proponent of marijuana since college, Laura Durham, CPA, went into private industry after a stint at Arthur Andersen. She worked at a beef company, a software company and later at a manufacturing company. It was during this time the course of her life changed. Recentl...

Rich Wortmann is proud of his cannabis clients. And he's leading the way in Pennsylvania, helping clients navigate tax, banking, and other complicated business issues. His word of advice for them? Hire a CPA at the beginning. Liz Gold caught up with Rich at MJBizCon Next in New Orleans to talk about his growing cannabis practice.

Citrin Cooperman takes on the cannabis niche. Liz Gold catches up with them at their booth at the MJBizCon Next in New Orleans about why they took the plunge and how the calls keep coming.

What makes a cannabusiness successful?  CPA Trendlines catches up with Jim Marty and Cory Parnell of Bridge West CPAs and Consultants at MJBizCon Next all about the latest trends in the cannabis industry.