Roman Kepczyk, CPA, Director of Firm Technology Strategy at Right Networks, helps firms throughout North America effectively use information technology to optimize their processes. In this episode, Roman highlights the biggest security threats for the tax and accounting profession and how to spot them. He shares tips, checklists, and recommended resources to help keep your data safe.

Dawn W. Brolin, CPA, CFE and CEO of Powerful Accounting joins the podcast to talk about tax advisory. Now that tax season is over, it is time to pivot and introduce your clients to the benefits of tax advisory for their financial success. 

Gale Crosley, CPA, CGMA is a strategic growth consultant, who has helped hundreds of accounting firms worldwide to achieve profitable and sustainable organic revenue growth. Listen as she shares her expertise for focusing on the right industries for your business, the positives of using tech at your firm, and more.

Daniel Hood has been the editor-in-chief of Accounting Today since 2011 and has seen the industry change and grow, while collecting incredible insights along the way. Listen as he talks about Accounting Today's Top 100 Firms list released this month and growth strategies for high performing firms. 

Boris Shmukler, Senior Product Manager at Intuit, joins the podcast to continue the conversation on technology and the future of the industry. The group talks about shifts in the industry, the difference between native cloud or hosting, the role of product design when creating new software solutions, and more. 

Boris Shmukler, Senior Product Manager at Intuit, joins the podcast to talk about technology and the future of the industry. In this two-part conversation, the group talks about shifts in the industry, the difference between native cloud or hosting, the role of product design when creating new software solutions, and more. 

Sharrin Fuller, CEO Glass Wallet Ventures joins the podcast to talk all about hiring. Listen as she shares her expertise on attracting and retaining talent, different generations working together, and the importance of evolving to stay relevant.

Carrie Steffen, Co-Founder and President at The Whetstone Group, joins the podcast to talk about how consulting firms can drive top-line growth through the implementation of advisory services. Listen in as she explains the importance of addition by subtraction, why less is more, and how you can zero in on the value of advisory services. 

Kacee Johnson, VP of Strategy and Innovation at CPA.com, an AICPA Company, joins the show to walk us through the 2023 Accounting and Finance Hype Cycle. Learn about the methodology, why certain trends move forward vs. back, and more. 

A quick flyover of some of the top insights from season 2 of AccounTrends. If you enjoyed this season, please leave us a review on Apple Podcasts or Spotify!

0:48 - 1:53 - Dominique Molina on creating real value by creating things that our clients want 

1:54 - 3:45 - Jim Buffington on focusing on tax planning and preparation with advisory services over compliance services

3:46 - 5:53 - Heather Satterley on enhancing your firm with the help of technology

5:54 - 8:34 - Kristen Keats on creating a tax roadmap for your clients and accurate pricing 

8:35 - 9:34 - Carla Caldwell on bring her perspective that is beneficial to different firms

9:35 - 12:08 - Blake Oliver & David Leary on accounting and tax licensing and the evolution of accounting

12:09 - 13:24 - Sonia Dumas on what you need to know about advising clients on crypto

13:25 - 15:33 - Jason Blumer on creating a purposeful strategy for building a niche firm

15:34 - 18:30 - Shelly Weir on state associations and the roles they play in the state and public sector

18:31 - 19:34 - Jin Chang on the wave of cybersecurity privacy, risk needs

Join Jin Chang, CEO and Co-Founder of Fieldguide, to hear about the importance of risk advisory services and how they're a big part of the future of audit and advisory. Learn about the inception of Fieldguide and how the platform helps firms grow faster and become more profitable through automation.

This week join Shelly Weir, President & CEO at Florida Institute of CPAs, as she talks about her fresh eyes on the profession and the role state societies play in it. She also talks trending topics in the industry and how firms need to think about attracting new talent. 

Defining a niche is a complex strategy for firms everywhere. On this episode, Jason Blumer, CPA and CEO of Thriveal CPA Network and Blumer CPAs,
walks us through how firms should find and define their niche, when is the right time to do so, and the complexities of building a niche firm overall. 

Sonia Dumas, CEO of Curio Haus and Web3 Educator, specializes on educating tax professionals on cryptocurrency. Hear her expert advice for tax professionals on what questions they need to ask, tools they need to utilize, and how to advise their clients on everything revolving around cryptocurrency.

Check out Intuit Accountants Cryptocurrency Tax Guide whitepaper for more helpful information about this topic.

Blake Oliver and David Leary, co-hosts of the Cloud Accounting Podcast, join us to talk about trends in the industry, what they've learned from their journey in podcasting, and where they see firms heading in the future.  

Founder of Caldwell Consulting & Training, Carla Caldwell, joins us to discuss growing as a leader. Hear advice on finding the right community, the importance of mentors, and why you need to lean into your strengths to grow as a leader. 

Kristen Keats, CPA and owner of Sherwood Tax & Accounting, joins the podcast to talk about how to create tax roadmaps for clients. Listen as she explains the shift away from compliance services, and digs into creating monthly goals to help clients prepare for their future.

Heather Satterley, CPA, CIO of GrowthLab FaaS, and 'Appy Hour Webinar co-host, joins us today to educate listeners on the power of technology. Hear her expert advise on when to utilize technology in the industry to help automate compliance work, the biggest pain points technology can solve, and more on today's episode. 

Jim Buffington, CPA and Advisory Services Leader at Intuit, dives deep into why offering tax advisory services is a key benefit to your clients and can be transformative for your business. Jim shares examples and best practices from firms that are already seeing the fruit of adding advisory services to their list of offerings.

Dominique Molina, CPA, co-founder and President of the American Institute of Certified Tax Coaches joins us to discuss the importance of clearly educating clients on the benefits of advisory services. Hear her advice on how to present advisory services in a positive light, how to articulate its value, how to answer difficult questions from clients, and more. 

A look back at some of the top insights from season 1 of AccounTrends. If you enjoyed this season, please leave us a review on Apple Podcasts or Spotify!

• 1:05 - Allan Koltin on the war on talent and raiding
• 3:53 - Darren Root on working through staffing challenges during the great resignation
• 5:16 - Angie Grissom on 3 fundamentals for reducing burnout and lack of engagement
• 7:49 - Ron Baker on how hourly billing can make it difficult to move into advisory
• 9:26 - Jody Grunden on firm culture and why how you communicate with clients matters
• 11:21 - Dr. Sean Stein Smith on  what crypto is and the 2 biggest risks around it
• 15:52 - Mark Wickersham on the power of choice in pricing models
• 16:49 - Nayo Carter-Gray on how to lead clients well based on what matters to them
• 18:13 - Randy Crabtree on R&D tax credits & digging deeper for clients
• 20:06 - Joe Woodard on the terror wall and failure trench

Part 2 of our discussion with Joe Woodard, Founder and CEO of Woodard. Join us as Joe continues to unpack the barriers to tax advisory and the psychology behind why some professionals are hesitant to get started.

Don't miss this two-part discussion with Joe Woodard, "Barriers to Advisory: Why Most Tax Preparers Don't Embrace the Opportunity", and hear him unpack the common barriers to breaking into tax advisory.  Success and learning are on the other side of the fear of failure. Tune in as Joe walks us through some key concepts for growing your business to include tax advisory.

In this episode, Randy Crabtree, Co-Founder and Partner at Tri-Merit, shares from the wealth of knowledge he's gained while running a successful specialty tax consulting firm and teaming up with tax preparers to help them bring more value to their clients.

It's hard for your clients to see the value in all the advice you provide and be willing to pay for it if you've been giving it away for free. Join us as Nadia Rodriguez, CPA and Tax Analyst at Intuit, shares her thoughts about what tax advisory really is and how you can take steps towards it by being proactive with your clients, clearly communicating the value your services create, and transitioning your pricing model.