Understanding what customer experience is – and how to create a positive one for the duration of all client relationships – can differentiate your firm, increase client loyalty, and grow your revenue too.

Sarah Elliott: Creating New Possibilities through a Coaching Culture

Nov 4th, 2020 12m 55s

Just imagine what’s possible for your organization when you unlock the latent potential of your people and inspire them to reach new heights! We will explore how you can create new possibilities for your organization, the people in it and every

Sarah Dobek: Lead Generation in a Virtual World

Nov 4th, 2020 8m 52s

Many firms know that digital and virtual can be important for their growth, but they aren’t always sure how to make a shift to have it play a bigger role in their growth.

Tamera Loerzel: Addressing Racism at Work: Start with Microaggressions

Nov 4th, 2020 16m 26s

Confronting racism begins by educating ourselves and talking about it, even when it is difficult and uncomfortable. Take one piece at a time, such as understanding how microaggressions show up daily for people of color, so you can develop a new

Sandra Wiley: Attributes Needed to Move from Technical Advisor to Consultant

Nov 4th, 2020 11m 38s

Everyone understands that firms must move to advisory and consultative soon, but the question is how. In this podcast Sandra will answer the how, but also the what and the who!

Roman Kepcyzk: Importance of the Tech Stack in your Firm's CAAS Transformation

Nov 4th, 2020 10m 46s

Your firm’s Tech(nology) Stack is the foundation for providing business information to support your transformation towards advisory services. This podcast discusses how today’s integrated applications can deliver information in near real time

Terry Putney: M & A in the 2020 COVID-19 Economy

Nov 4th, 2020 13m 1s

How will the unprecedented impact COVID-19 is having on the US economy affect mergers between accounting firms? What types of firms will become more attractive and are there any firms that are likely to find it hard to find a buyer? Is it GO or

Renee Moelders: KPIs for the Firm of the Future

Nov 4th, 2020 13m 9s

We know that key performance indicators (KPIs) drive performance and ensure clear expectations, but changes in the profession like the move to consulting and advisory, or the rise of remote work, require firms to re-examine their chosen metrics

Roman Kepczyk: Post COVID-19 Remote Security

Nov 4th, 2020 13m 21s

Did the rush to get everyone working from home inadvertently expose your practice to hackers? This podcast discusses a slew of remote security recommendations that all firm personnel should be aware of.

Matt Solomon: How to Grow your Revenue During a Pandemic

Nov 4th, 2020 10m 34s

We all want more clients, yet growing your firm can be a challenge even during the best of times. In this episode, Matt Solomon, CEO of the Center for Enlightened Business shares how to grow revenue during good times and bad.

Jennifer Wilson: The Case for Anytime, Anywhere Work

Nov 4th, 2020 17m 8s

Flexible and remote work programs are becoming commonplace in firms today. But smart firms are moving to truly anytime, anywhere work, which is more of a cultural approach to personalized work styles than it is a series of programs. In this epi

Jeff Phillips: Getting Results and Staying Sane While Working Remote

Nov 4th, 2020 12m 7s

Remote work is suddenly a major part of the CPA profession. Learn why it’s important to embrace remote work best practices to help your CPA firm thrive.

Gary Adamson: Preparing Your Partners for the Shift to Consultative Services

Nov 4th, 2020 12m 2s

If the predictions are true, we will see the compliance work that is the bedrock of most firms impacted significantly by technology. How do we start the process now of moving our firms and partners to more consultative services to help fill the

Carrie Steffen: The Importance of CPAs as Business Advisors: Present and Future

Nov 4th, 2020 15m 51s

As the pandemic has changed every aspect of business, CPAs have been thrust to the frontlines of economic recovery. Businesses wrestling with maintaining their operations short-term while trying to find opportunities longer-term are looking to

Arianna Campbell: Three Opportunity Areas for Continued Firm Success

Nov 1st, 2020 16m 24s

Technology, Process, People. Your three opportunities for continued success not only during these challenging times, but every day!

Angie Grissom: Get Comfortable Being Uncomfortable

Nov 1st, 2020 6m 1s

Angie describes how easy it is to fall into a trap of only doing things you are comfortable doing. This includes networking with the same groups, socializing with the same team members and peers and even spending the most time working on those

Adelaide Ness: Business Development in Times of Social Distancing

Nov 1st, 2020 15m 44s

In this podcast, Adelaide discusses the importance of business development in times of social distancing. Now, more than ever, our clients and prospects need our help. And while we might have to do it differently, business development is a non-