The CPA Advisory Show

This podcast episode features special guest Sandy Johns ( @SandyRevolution on Twitter) about various topics related to accounting and advising. The conversation covers topics such as the value of advising customers, the benefits of forming small groups to discuss issues, and the importance of staying up-to-date with industry news and trends. The Jeremy, Chris and Sandy also share personal anecdote...

Jeremy and Chris are going back to high school with special guest, the Scott Scarano ( ⁠⁠ @scottscarano on Twitter). Scott is the janitor at Accounting High (also https://www.accountinghigh.com/). He's also the only accountant we know that raps. Stay tuned until the end of the episode for the world premiere of Scott's new rap song! The key takeaways from the episode are: Why and how accoun...

Description coming soon!

In this episode of the CPA Advisory Show, Chris Hervochon, CPA, CVA and Jeremy Wells, CPA, EA are joined by special guest Kelly Ward ( @kellywardcpa on Twitter) to discuss the current trends in cloud accounting. They discuss how to package and price services, the challenges of remote staffing, and how to find support in the profession. They also provide a shameless plug for their earlier episode,...

Description coming soon!

Description coming soon!

Description coming soon!

Description coming soon!

Description coming soon!

Description coming soon!

Description coming soon!

In this episode of the podcast, Jeremy and Chris dive into the ChatGPT craze based on this video that Chris posted on Twitter/YouTube. The key takeaways from the episode are: What is ChatGPT and what isn’t it? What are some ideas to embed GPT-3 and Chat GPT into advisory services? What is the difference between GPT-3 and ChatGPT? What are some of the risks with using ChatGPT and GPT-3 in your firm...

Jeremy and Chris are kicking off 2023 with a bang with special guest, the legendary Ron Baker ( @RonaldBaker on Twitter). Ron is the co-host of The Soul of Enterprise podcast , along with friend-of-the-show Ed Kless , Ron is also the author of 7 best selling books, soon to be 8 with Time's Up , and a true thought-leader in the profession. The key takeaways from the episode are: The difference betw...

In this episode of the podcast, Jeremy and Chris reflect on 2022 and what it has been like starting a podcast. The key takeaways from the episode are: What we learned starting a podcast in 2022 Our favorite episodes that we recorded this year and some key takeaways Where we are taking the podcast in 2023 Follow the show on Twitter @CPAAdvisoryShow Jeremy Wells on Twitter @JWellsCFO Chris Hervochon...

In this episode of the podcast, Jeremy and Chris speak with special guest Patrick Dichter ( @PatrickDichter on Twitter). Patrick is not an accountant by trade, but saw an opportunity to acquire and operate accounting firms. The key takeaways from the episode are: Why accounting firms are a good investment - an outside perspective Key considerations when acquiring a firm The three components of cha...

Running a firm can be lonely. And stressful. In this episode of the podcast, Jeremy and Chris discuss what type of help you might need and where to get it. The key takeaways from the episode are: The 7 focus areas in your firm where you are likely to need help. Resources to get help on these focus areas Follow the show on Twitter @CPAAdvisoryShow Jeremy Wells on Twitter @JWellsCFO Chris Hervochon...

In this episode of the podcast, Jeremy and Chris each discuss the KPIs they keep track of in their firms. The key takeaways from the episode are: The top 5 KPIs that both Jeremy and Chris (10 total) keep track of What KPIs are used for What makes a good KPI The data sources in their firms that allow them to measure their KPIs The benefits of tracking quantitative and qualitative KPIs Follow the sh...

In this episode of the podcast, Jeremy and Chris discuss Black Friday and Cyber Monday and why your firm should be offering discounts (j/k no it shouldn't). They also dive deep into the customer discovery process. The key takeaways from the episode are: Whether or not your firm should be offering discounts to drum up new business The ways your firm is unintentionally discounting your services The...

In this episode of the podcast, Jeremy and Chris unpack the 2022 Practice Excellence Report , talk about their experiences with their AICPA PCPS Small Firm Groups and how they are preparing their firms for the year ahead. The key takeaways from the episode are: What is an AICPA Small Firm group and how can it be helpful? All about the "dip" (years 2 to 5) What should your expectations be for your...

In this episode of the podcast, Jeremy and Chris speak with special guest Jackie Meyer ( @JackieMeyerCPA on Twitter). Jackie is a tax advisory savant and also the founder of a tax planning software, TaxPlanIQ . The key takeaways from the episode are: How to identify ideal clients for your advisory services What a profitable tax advisory engagement looks like How to set boundaries in your firm and...

In this episode of the podcast, Chris nerds out (in Jeremy's absence) with special guest Chad Davis ( @ChadDavis on Twitter). Chad needs no introduction as an automation pioneer in the accounting space and a co-host of the Automation Town podcast. The key takeaways from the episode are: 25(ish) ideas for automation to enhance your advisory offering Do you need to be an automation expert to make he...

In this episode of the podcast, Jeremy and Chris speak with special guest Rachel Fisch ( @FischBooks on Twitter). Rachel is #TaxTwitter famous, is known for speaking all over the place and is the new owner of Realty Tax . The key takeaways from the episode are: What types of accountants are best equipped to deliver CAS? How Rachel identified a firm to acquire The types of experience and knowledge...

In this episode of the podcast, Jeremy and Chris speak with special guest Kelly Mann ( @TheCPAMann on Twitter). Kelly is a 2018 graduate of the AICPA Leadership Academy, firm owner and now a SaaS entrepreneur ( AuditMiner ). The key takeaways from the episode are: The high-level steps Kelly took to start a technology company How to "move off the solution" and listen to your current and potential c...

In this episode of the podcast, Jeremy and Chris speak with special guest Alan Hettinger ( @AlanHett on Twitter) on a wide range of topics. Alan is an Accounting Manager for, and specializes in, a SaaS company. The conversation starts with Alan's thoughts as far as how software will impact the accounting industry, then transitions into an in-depth conversation about how accountants can add value d...

In this episode of the podcast, Jeremy and Chris speak with special guest Jon Tobin ( @jontobinla on Twitter). John is a California-based attorney who offers subscription-based legal services. If attorneys can offer subscription-based services, so can accountants. The key takeaways from the episode are: Why John decided to move away from the billable hour Modeling capacity for a professional servi...