In this 55-minute episode, join Andy Hines, Audit Partner at Whitley Penn, and Legend Lee Chip Sao, Senior Customer Service Manager at Suralink, as they explore how Whitley Penn is leveraging technology, including Suralink, for intentional growth and enhanced client service. From Andy’s journey from intern to partner handling cultural shifts and driving efficiency with new technology, the discussion covers the firm’s evolving needs, growth mindset, and strategic technology partnerships. Discover the key drivers of their success, including the importance of aligning technology with firm initiatives and the potential pitfalls to avoid. Tune in to learn how technology is shaping the future of the accounting industry. 

In this 27 minute episode of our Develop podcast series, Danielle Reynolds, Business Development Manager, is joined by Aaron Heimbuch, Audit Senior Manager, and Kevin McGowan, Tax Senior Manager. Together, they discuss the evolving landscape of the healthcare industry, examining the transformation in physician practice management, the crucial audit and tax challenges that healthcare entities may encounter, and more. Tune in for an insightful look into the future trends shaping the healthcare industry.

Tune into this 15 minute episode of our WP Cares podcast series with Partner Emily Landry. Emily is joined by Jennifer Davis, Executive Director of the Fort Worth Chapter of the Texas Society of Certified Public Accountants (TXCPA). The two discuss the accounting industry as a whole, upcoming initiatives, and ways to get involved within the organization. Listen in and stay tuned for future episodes.

In this 24-minute episode of our CAAS Matters podcast series, we welcome Ashley Edwards from Insperity alongside host John Yeager. Together, they discuss the world of Human Resources (HR), examining the ins and outs of outsourcing from an HR perspective, and the role and benefits of a Professional Employer Organization (PEO), among other vital topics. Don't miss out on this opportunity to discover the profound impact HR can have on an organization, often in ways that go unnoticed. Tune in and keep an eye out for future episodes in this series. 

In this 14-minute episode of our WP Cares series, Emily Landry is joined by Regina Faden, President of the Fort Worth Museum of Science and History. Regina enlightens us about the museum's history, its significant role within the community, and the interactive events designed to captivate visitors. Additionally, Emily and Regina discuss the eagerly anticipated Jane & John Justin Foundation Omni Theater, which is set to open its doors this coming fall. Tune in and don't miss out on future episodes in our WP Cares series. 

In this 27-minute episode of our WP Cares series, Emily Landry sits down with Rose Bradshaw, the CEO & President of North Texas Community Foundation. They discuss the Foundation's role in providing resources to the North Texas community and offering support and tools for young nonprofit leaders. Stay tuned for upcoming episodes in this series.

In this 26 minute episode, Jason Fitzgerald, Mineral Assets Manager, is joined by Sam Katigan, Vice President of Unique Assets at MineralWare, to discover how MineralWare transforms the oil & gas landscape. Jason's career journey from MineralWare to Whitley Penn offers a unique perspective. Through prior collaboration with Sam, he brings firsthand insights into the platform's impact and how Whitley Penn optimizes operations using MineralWare's capabilities. Together, they discuss the intricacies of this platform, celebrate milestones since its 2014 inception, and the vision that propels MineralWare forward. Whether you're a curious listener or a seasoned professional, this conversation promises valuable insights and actionable takeaways. Tune in to learn more!

In this 13-minute episode of our WP Cares podcast series, Emily Landry is joined by Natalie Young Williams, Executive Director of Tarrant To & Through (T3) Partnership. Together, they explore the various aspects of T3’s impactful work in Tarrant County that helps turn students’ dreams into tangible realities. Learn about the growth of this organization since its founding four years ago and the ways you can become involved in their efforts. Tune in to hear the inspiring story of T3 and their commitment to creating clear pathways to brighter futures for Tarrant County students.

In this 18 minute episode of our CAAS Matters podcast series, John Yeager is joined by Jake Baine, CAAS Oil & Gas - Data Products & Strategy Senior Manager. The two discuss the significance of data-driven strategies and actionable insights in driving innovation and optimizing operations to transform businesses, industries, and society. Discover how leveraging data can unlock success and revolutionize your businesses’ approach in the digital era. Tune in to learn more about the power of data-driven decision-making.

In this latest episode of our CAAS Matters podcast series, John Yeager is joined by Derrick Bradford, Strategic Consulting Senior Associate, and integral member of the Transaction Quarterback (TQB) Group at Whitley Penn. Listen in to hear discussion on business entries, exit transactions, and valuable strategies for selling your business. Be sure to stay tuned for upcoming episodes filled with insightful content!

In this episode of our WP Cares podcast series, Emily Landry sits down with Chris Cobler, Founding Publisher and CEO of Fort Worth Report. They discuss Chris's fascinating background and uncover the rich history behind the Fort Worth Report. Listen in and stay tuned for future episodes in our WP Cares series. 

Our recent expansion into San Antonio has established our presence in all major markets in the state of Texas. Whitley Penn’s Larry G. Autrey and Alan Rich sit down with Ollie Chandhok, President/Publisher, The Dallas Business Journal, to discuss the strategy behind this move and the opportunities ahead for the firm. Tune in to learn more!

In this episode of our CAAS Matters series, John Yeager is joined by Jake Morris, CAAS Controllership & Interim Advisory Partner. Discover how our data-driven insights empower our clients to run their businesses more efficiently, make faster decisions, and stay ahead in a competitive landscape. Tune in and be on the lookout for more episodes!

Join Danielle Reynolds as she sits down with Nathen McEown, Chief Growth Officer and Partner-in-Charge of Consulting at Whitley Penn, in the latest episode of our DEVELOP series podcast. Gain insights into effective Business Development strategies, cross-selling efforts, and explore the meaning of having a growth mindset. Don't miss out - tune in now and stay tuned for future episodes highlighting our team of professionals.

Join Danielle Reynolds in this recent episode of our DEVELOP series as she sits down with Felix Lozano, Chief Growth Officer at Whitley Penn. Together, they discuss Felix’s remarkable career, the impact he has made at Whitley Penn and the balance of driving the firm’s long-term sustainable growth. Don't miss out on this insightful episode and stay tuned for future episodes with more of our talented professionals.

In this episode of our CAAS Matters series, John Yeager is joined by John Russo from Sage Intacct. The two discuss business insights into CAAS practices, benefits of cloud technology, and how Sage Intacct can automate general ledge accounting. Tune in and be on the lookout for more episodes in this series.

Tune into the latest episode of our WP Cares podcast series, where Emily Landry sits down with Dr. Frances Compton, Medical Director of Patient Services at Carter BloodCare. They discuss Carter BloodCare's history and mission and explore the steps you can take to give the lifesaving gift of blood. Visit carterbloodcare.org to learn more. 

Tune into this episode of our WP Educates Nonprofit Series as Emily Landry and Curtis Maxfield discuss frequently asked questions as it relates to Tax Services in the Nonprofit space.

Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here. 

Tune into this episode of our WP Educates Nonprofit Series as John Williamson and Emily Landry discuss frequently asked questions as it relates to Risk Advisory Services in the Nonprofit space.

Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here. 

Tune into this episode of our WP Educates Nonprofit Series as Frank Iannelli and Emily Landry discuss frequently asked questions as it relates to Strategic Consulting Services in the Nonprofit space.

Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here. 

Tune into this episode of our WP Educates Nonprofit Series as Irfan Dossani, Natasha Klebba and Emily Landry discuss frequently asked questions as it relates to Client Accounting & Advisory Services in the Nonprofit space.

Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here. 

Tune into this episode of our WP Educates Nonprofit Series as Shane Miller and Emily Landry discuss frequently asked questions as it relates to Wealth Management in the Nonprofit space.

Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here. 

Join us for this exciting episode of our CAAS Matters series as Managing Directors, John Yeager and Natasha Klebba discuss the cutting-edge technology solutions transforming the CAAS industry. Gain valuable insights and stay tuned for more upcoming episodes.

Join Danielle Reynolds and Shane Miller, WPWealth Partner, as they discuss the benefits of our wealth management group and highlight solutions and opportunities that our team of dedicated professionals deliver. This episode provides an inside look into the value this team brings, and the diverse range of clients they serve. Don't miss out and tune in now to uncover more!

Don't miss out on the newest episode of CAAS Matters, featuring John Yeager and Ashleigh Sutter from Intuit. They discuss key issues facing small and medium size businesses and how CAAS practices can help.  Stay tuned for more exciting episodes to come.