Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA

The CPA Advisory Show

Business EN ↓ 69 episodes

A show 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!

Be sure to visit the podcast's website and support the creator: cpaadvisoryshow.com

Author

Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA

Episodes

Acquiring & Integrating a Firm with Andrea MacDonald 28.09.2023 1:07:05

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Positioning and M&A for Service Firms with Jonathan Baker 20.09.2023 57:55

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Looking Ahead with Lorilyn Wilson 13.09.2023 1:02:18

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Unleashing the Power of Asking the Right Questions with Dominique Molina 06.09.2023 58:14

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Simultaneously Building a Modern Firm & Advisory Software with Luke Templin 30.08.2023 58:25

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Down the Data Security Rabbit Hole with Brad Messner 23.08.2023 1:02:05

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Key Topics in Tax Resolution with Robert Nordlander 16.08.2023 1:03:09

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From Zero to an Intentional Growth Strategy with Keila Hill-Trawick 02.08.2023 1:01:50

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 acco...

Starting & Marketing a Tax Advisory Firm with Grant Dougherty 26.07.2023 59:42

Jeremy and Chris welcome special guest Grant Dougherty (⁠ @DouTaxSolutions ⁠ on Twitter). Grant is the founder of Dougherty Tax Solutions , a boutique tax advisory firm ⁠ . The key takeaways from the episode (courtesy of ChatGPT) are: Grant explained the challenges he faced in meeting the accounting hours requirements and the decision not to pursue additional college courses for eligibility for th...

The Client Can Tell If You Think Their Idea is Stupid with Natalie Kolodij 19.07.2023 54:26

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Productized Business Exit Advisory with Aaron Davis 13.07.2023 1:07:47

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Developing a Top Notch Corporate Culture with Randy Crabtree 05.07.2023 56:22

Jeremy and Chris welcome special guest Randy Crabtree ( @RCrabtreeCPA on Twitter). Randy is the host of The Unique CPA podcast and Co-Founder of Tri-Merit . The key takeaways from the episode (courtesy of ChatGPT) are: The importance of finding a niche in your firm. Randy's journey into podcasting and the role it plays in his firm. Definition and importance of advisory services in the account...

Taking Your Learning Culture From 0 to 1 with Jennifer Smith 28.06.2023 1:00:49

Jeremy and Chris welcome special guest Jennifer Smith ( @ScribeCEO on Twitter). Tailor is the founder at Scribe , a software that automates and democratizes process documentation. The key takeaways from the episode (courtesy of ChatGPT) are: Introduction to Scribe and its relevance to accountants The importance of process orientation and efficiency for accountants and their businesses The benefi...

How to Make Yourself Really Lucky with Jason "The Human API" Staats 21.06.2023 1:11:59

Jeremy and Chris welcome special guest Jason "The Human API" Staats ( @JStaatsCPA on Twitter, and yes we are working hard to get that nickname to stick). Jason is the name, face, voice and genius behind Jason Daily , a daily YouTube show which talks about how to move the profession forward, with a focus on tech and AI. The key takeaways from the episode (courtesy of ChatGPT) are: The c...

Starting and Running an Accounting Firm: Tips and Strategies from Tailor Hartman 18.06.2023 1:01:43

Jeremy and Chris welcome special guest Tailor Hartman ( @TailorCPA on Twitter). Tailor is the founder at Celerity , which focuses on bookkeeping and custom reporting. The key takeaways from the episode (courtesy of ChatGPT) are: Tailor's accounting experience, his virtual accounting firm, and the services he provides to small and medium-sized businesses. Practical tips for CPAs looking to st...

Iterating Through The Hiring Process with Nicole Davis 07.06.2023 1:08:39

Jeremy and Chris welcome special guest Nicole Davis ( @wifemomcpa100 on Twitter). Nicole is the Chief Hello Officer at Butler-Davis Tax & Accounting, LLC , which focuses on CAS and tax. We apologize in advance that we didn't cover Nicole's undying love for Buc-ee's in more detail. Nevertheless, the key takeaways from the episode (courtesy of ChatGPT) are: Nicole's experience...

Developing & Implementing Tech in an Advisory Firm with Devin O'Brien 31.05.2023 59:22

Celebrating ONE YEAR! Our 52nd weekly episode... Jeremy and Chris welcome special guest Devin O'Brien ( @devin_j_obrien on Twitter). Devin is the founder at Kordis , which is a virtual CFO firm that also develops custom software. The key takeaways from the episode are: The challenges of developing accounting software, particularly using developers without a technical accounting background. The...

The Silver Bullet in Advisory Conversations with Adam Hale 24.05.2023 1:02:25

Jeremy and Chris welcome one of the Godfathers of CAS, special guest Adam Hale. Adam is a co-founder at Summit CPA , now part of Anders CPAs. The key takeaways from the episode are: The importance of being intentional and curious when asking questions to clients and understanding their businesses. The benefits of implementing a productized service offering in public accounting and using cloud acco...

Practical Advisory Conversations From a Business Owner's Perspective with "Cash Flow Mike" Milan 17.05.2023 1:04:36

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De-Stressing in a Stressful Profession with Vic Bava 10.05.2023 56:01

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Transforming Customers and The Accounting Profession with Donny Shimamoto 04.05.2023 59:11

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The Intersection of Financial Advisory and CPA Advisory with Thomas Kopelman 03.05.2023 1:08:56

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Tax Season After Action Review 19.04.2023 1:00:32

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Building & Scaling a Fractional CFO Service with Andrew Carroll 12.04.2023 55:33

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What Effective Financial Leadership Looks Like In A Crisis with Mike Moise 05.04.2023 56:36

This podcast episode features special guest Mike Moise ( @mavidormike on Twitter). We discussed various topics related to running an accounting firm, including the importance of being a wartime advisor or CFO, focusing on clients that add value to the firm, and the challenges of forecasting cash flow. The conversation emphasized the need for proper bookkeeping and tracking to be able to answer qu...