The Finance & Accounting Show

What is FP&A and why are so many people in Accounting and Finance starting to talk about it? For many people, FP&A (Financial Planning and Analysis) is one of the most attractive options to: 1) Move your career forward or  2) Develop a solid strategy towards profitability for your business.  We sat down with Christian Wattig to help shine light on why FP&A should be a key focus to help...

What is FP&A and why are so many people in Accounting and Finance starting to talk about it? For many people, FP&A (Financial Planning and Analysis) is one of the most attractive options to: 1) Move your career forward or  2) Develop a solid strategy towards profitability for your business.  We sat down with Christian Wattig to help shine light on why FP&A should be a key focus to help...

Can you really achieve finance transformation without "Change Management"?  Truth be told, there is quite the debate about this topic, so we sat down with an expert who really knows Change Management and finance transformation to see what she had to say about the topic and Francesca Valli did not disappoint.  Francesca shares great tips and an inside look at what has made the difference...

So how do you scale a business and build a culture where your team is 4x more successful than the industry average?  To get a great answer to this question, we sat down with Martin Vidakovic, a 2x veteran of building and successfully exiting a business that performs well above the industry average. Check out the full interview at the businesstalklibrary.com/thefinanceandaccountingshow. #businessta...

So how do you scale a business and build a culture where your team is 4x more successful than the industry average?  To get a great answer to this question, we sat down with Martin Vidakovic, a 2x veteran of building and successfully exiting a business that performs well above the industry average. Check out the full interview at the businesstalklibrary.com/thefinanceandaccountingshow. #businessta...

One of the challenges that a lot of small businesses have--->  Find a solid system to help them effectively manage their inventory.  The truth is most accounting software just isn't great at it.   However, there is a new option that business owners love, so we sat down with the founder and CEO of SoftLedger @Ben Taylor to learn about how his platform is solving this problem and so much mor...

Should you make the move from Accounting to FP&A? This is a multi-million dollar question, and it's a bit much for me to answer alone so, I brought two friends along, Chris Ortega Fresh FP&A, and Paul Barnhurst The FP&A Guy.  Stay tuned as we dive into some of the pros and cons of both Accounting & FP&A.

Finding the right finance partner for your business is critical and truth be told it's not always easy. In today's conversation, I sat down with Chelsea M. Williams 💵⚖⏱ the founder of Core Solutions Group and firm that some would say is my direct competitor but I would call her a friend and inspiration. We dive into some of the critical topics that you need to know if you are going to f...

Is your money in it's feelings?  On this week's episode we share something a bit lighter from an episode we did on the RETV network on how people feel about money and our perspectives on handling money where your personal and professional life is concerned. 

What is your business model?  If you are like most people this is probably a long answer. My advice?   Listen to Ed Kless explain this concept in about 1 sentence and I promise when you understand what he is saying - the strategy to achieve your biggest business goals will become clearer than ever before.  Ed does an amazing job of challenging us to think past the self-sabatoging approaches that m...

"30% of Small Businesses are negatively impacted and spend an average of 15 days each year chasing payments alone" - waveapps Cash collection is often a hot topic for many businesses - Why? Because a business without a good consistent cashflow will eventually die In this week's episode, we discuss how you can improve your business collection rate.  What are your thoughts on relation...

What is the biggest reason why accountants are struggling to grow a successful practice?  This is the great question that every accountant should ask so we brought Martin Bisset the founder of a Daily Accounting Podcast that is helping hundreds of Firms overcome this challenge and realize new levels of success.

What happens when a trained marketer becomes a CPA?  Well we sat down with Susan Bryant to hear her phenomenal story and understand how she took her technical marketing background and became a world-class CPA that is helping tons of business owners develop effective tax planning strategies. 

Every month bookkeepers are being fired, and Matt Remuzzi explains why.  Matt is the owner of an amazing bookkeeping firm that has grown from 1 person to over 55 people and has successfully been in business for over 20 years.  He has seen a lot of mistakes and in this conversation, he shares some of the top reasons why a business does and should fire its bookkeeper.

If you are thinking about building an accounting firm - do you know the major mistakes to avoid or what are the most common problems that lead to burnout? ...These are all questions that amazing business owners like Jajuan Willams have learned to answer as they built phenomenal businesses so you definitely want to tune into this interview to hear about great tips that can help you build a better m...

How do you build a Virtual CFO firm that has the ability to truly scale beyond $15M in annual revenue?   Well, what you need to do is check out Summit CPA Group and learn from all of the lessons that Adam Hale and the team share about their own journey.  To give you a head start we sat down with Adam to discuss some of the key lessons learned -  enjoy the conversation!

How do you go from bankruptcy to financial freedom and a newfound credit history that allows you to access capital and funding to build a real-estate empire? Well, we sat down with Bethany Finch as she dives into her story, lessons learned and discusses the amazing Credit Hack tool that is helping so many entrepreneurs and business owners develop a more solid financial foundation for growth and fr...

Financial reporting and analyzing the results of your business is probably one of the most critical steps to creating and keeping your business profitable.  Unfortunately, most businesses don't have the right tools to do this (especially small businesses).  Recently we started using LiveFlow and it has taken our month-end reporting process from 2 hours per client down to 20 minutes per client...

Do you know how VAT's and GST's will impact your businesses strategy, do you have a process for making sure they do not disrupt your business, well if you are not sure then you should definitely check out this interview as we dive into an exciting conversation with Alex Baulf as he enlightens us on top concerns and solutions that every business who is looking at an International strategy...

The way that you run your business has changed and that change is only getting faster but a very serious question we should be asking is this - Are you prepared to stay compliant with the changes in the area of Sales and Use Taxes. We sat down with  Liz Armbruster the SVP of Global Compliance with Avalara because she is constantly on the front end of Sales & Use tax changes that are coming dow...

Did you know that Hot Tubs and BBQ hold a secret to business success?  In this interview, we discuss that and we speak with Chad Davis to discuss the new and BEST way to find the right Accounting & Finance job opportunities, companies can find the best talent and candidates can find the best employer fit. Enjoy the interview and seriously pay close attention to the Hot Tubs and BBQ conversatio...

The 4 most common problems that business owners have with their accountants are:   1) Communication - they don't know how to help me understand my numbers they can't communicate well which eventually leads you to avoid your numbers. 2) Timeliness - not able to get a good response in a timely manner 3) Ignorance - they don't understand how to actually run a business and 4) Blindspots...

How do you build a scalable and profitable accounting firm?  Well, one way to do it is to get in touch with Ryan Lazanis of Future Firm.  In the early 2000's Ryan was one of the first accountants to launch a cloud-based firm which grew so well that it was eventually acquired by a larger international firm and now he is sharing all of that insight with the Future Firm community and us in this...

In this episode, we talk to Jeff Badu CPA about the importance of fitting your Big picture Financial Goals into your overall business strategy.  Enjoy the episode.  Jeff Badu is a parallel entrepreneur and a wealth multiplier. He’s a Licensed Certified Public Accountant (CPA) and the founder and CEO of Badu Enterprises, LLC, which is a multinational conglomerate that owns several key companies. Hi...

How do you prepare your clients for an evolving and ever-changing industry?  Check out my interview with Mark Waller and Betsy Morem Founders of Morem & Waller, CPAs on how they're helping their clients stay compliant which achieve financial clarity.