Episodios

  • The skills of the future
    Oct 6 2025
    Technical skills will never go away, but there's a whole other set of leadership and 'soft' skills that firms can't afford to neglect, says consultant and coach Erin Daiber of Well-Balanced Accountants.
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    28 m
  • Biz dev is everybody's biz
    Sep 29 2025

    Angie Grissom of The Rainmaker Companies dives into why everyone in an accounting firm has a role to play in business development, and what those different roles are.

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    29 m
  • Does your firm need a CGO?
    Sep 15 2025

    As more and more firms add a chief growth officer to their leadership teams, Sarah Dobek of Inovautus Consulting dives into what they should be doing and how firms can get the most out of them.

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    27 m
  • What's now and what's next for CAS
    Aug 4 2025

    CAS expert Kane Polakoff of Top 100 Firm CohnReznick digs deep into the current staff of client advisory services, and how this fast-growing service offering is rapidly evolving.

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    34 m
  • Becoming a holistic advisor
    Jul 21 2025

    Clients are looking for truly holistic advisors, and accountants are perfectly positioned to be just that, says Rory Henry, a director at Arrowroot Family Office and author of "Holistic Guide to Wealth Management.”

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    24 m
  • Strategic planning for CPAs
    Jul 14 2025
    There has never been a time when carefully planning out the future of your firm has been so important, says Matt Rampe of Rosenberg Consulting, as he offers a roadmap for building the firm you want.
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    30 m
  • Managing stress at your firm
    Jul 7 2025
    Long-time industry observer and author of the new book "Civil Warrior" Kristy Short shares best practices for keeping your staff -- and yourself -- from burning out.
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    24 m
  • Audit accelerates
    Jun 30 2025

    Technology is driving transformation in how audits are conducted at an ever-faster pace, says Paul Goodhew, global assurance innovation & emerging technology leader at Big Four firm Ernst & Young -- and artificial intelligence will only accelerate that.

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    31 m