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Amanda Aguillard

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Federal Tax Updates
Federal Tax UpdatesThe Three Pillars: Hiring, Pricing, and Marketing Your Way to a Sellable FirmDrawing from insights gathered at five IRS tax forums this year, Roger and Annie are joined by Jeff, Amanda, and Katarina to tackle the three most pressing challenges facing small accounting firms. From remote hiring strategies to why 90% of clients accept fee increases to essential marketing basics, this episode shows how hiring, pricing, and marketing work together to create a thriving, sellable practice. Whether you're drowning in capacity issues or preparing for eventual retirement, these proven strategies offer a roadmap out of the daily grind.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips
2025-09-291h 03Federal Tax Updates
Federal Tax UpdatesHow Modern Firm Owners are Addressing Common Industry WoesZach Warren from Thomson Reuters Institute and Amanda Aguillard from Padgett dive into the pressing challenges facing modern accounting firms, particularly those in the mid-sized range. They explore innovative solutions to the talent shortage, discuss the surprising resilience of time-based pricing, and emphasize the critical role of technology adoption in driving efficiency. This data-driven conversation offers practical insights for firm owners looking to navigate industry pressures and position themselves for sustainable growth.To earn CPE for this episode, go here: https://www.earmark.app/c/1872Connect with Zachary Warren, MBAhttps://www.linkedin.com...
2024-10-081h 00Louisiana Eats
Louisiana EatsLouisiana Eats: Rethinking RestaurantsThe restaurant landscape in America is rapidly changing. The pandemic gave a lot of people time to rethink, retool, and redo the way the industry works. On this week's show, we speak with young chefs and restaurateurs who are changing the rules and reshaping culinary culture. We begin with Chef Mason Hereford, who has earned a reputation for his creative approach to dining, transforming everyday ingredients into sublime dishes. With the emergence of each eatery he has opened since his first successful venture, Turkey and the Wolf, Mason has also broken new ground in his approach to management and restaurant...
2024-05-0449 minFederal Tax Updates
Federal Tax UpdatesPost-Tax Season Tune-UpAfter the chaos of tax season, it's the perfect time to evaluate your accounting practice and make changes for a smoother upcoming year. In this episode, Roger is joined by guest Amanda Aguillard to discuss strategies to "right-size" your client roster, optimize technology usage, diversify service offerings, and implement better work-life balance. They share tips on reviewing clients, pricing appropriately, leveraging accounting services beyond tax prep, and avoiding the unhealthy grind culture.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:48) - Meet Amanda Aguilar: A J...
2024-04-2350 minMighty Blue On The Appalachian Trail: The Ultimate Mid-Life Crisis
Mighty Blue On The Appalachian Trail: The Ultimate Mid-Life CrisisEpisode #412 - Roxanne Lashley (Foxy)Roxanne Lashley took on the AT last year and took her time. She had planned to go straight north to south, yet reaching Harpers Ferry past the Independence Day holiday, she knew she needed to flip north, then head back south. Roxanne finished back at Harpers Ferry and shares her story with us. In our conversation, Roxanne mentioned a couple of MeetUps, so, if you're a lone who'd like to hike with others, check out these MeetUps Blue Hills Hiking & Biking Club | Meetup Outdoor Afro Boston | Meetup https://www...
2024-02-081h 07Louisiana Eats
Louisiana EatsLouisiana Eats: Rethinking RestaurantsThe restaurant landscape in America is rapidly changing. The pandemic gave a lot of people time to rethink, retool, and redo the way the industry works. On this week's show, we speak with young chefs and restaurateurs who are changing the rules and reshaping culinary culture. We begin with Chef Mason Hereford, who has earned a reputation for his creative approach to dining, transforming everyday ingredients into sublime dishes. With the emergence of each eatery he has opened since his first successful venture, Turkey and the Wolf, Mason has also broken new ground in his approach to management and restaurant...
2023-07-2950 minAccounting Salon Conversations
Accounting Salon ConversationsEarmark Media Presents: Federal Tax UpdatesThe Federal Tax Updates podcast is a recent addition to the Earmark Media network of accounting-focused podcasts. In this episode, Roger and Annie discuss the most recent IRS updates and recommendations for tax preparers dealing with the surge of inaccurate ERC claims. They also provide some detailed insights into filing extensions for clients.Want to hear more Federal Tax Updates episodes? Listen and subscribe at federaltaxupdates.comFollow the Federal Tax Updates podcast on Social Media:twitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpod
2023-05-0352 minThe Accounting Podcast
The Accounting PodcastAccountant Shortage Causing Negative City Credit Scores (live from Padgett REtreat)Raising prices is a priority; NASBA extends time to complete CPA exam; Canopy now writes emails with AI; PwC to invest $1 billion in AI; staff not allowed to go to conferencesSponsorsCCH Axcess - https://cloudaccountingpodcast.promo/axcessZoho - https://cloudaccountingpodcast.promo/zohoKeeper - https://cloudaccountingpodcast.promo/keeperChapters(00:05) - Preview: Accounting is in a bad place (02:58) - We launched the Federal Tax Updates Podcast with Padgett and welcome to our guests (07:27) - Amanda, why was this tax season harder than last? (09:13) - Tell us more...
2023-05-031h 01Accounting High
Accounting High123 An Accidental Accountant Playing an Infinite Game (feat. Clayton Oates)Episode 123 | Recorded July 28, 2022 Join Scott and Clayton Oates in this episode as they discuss how Clayton got his start in accounting, the challenges of starting his own business, and how to transition from the finite game to the infinite game. You'll hear about the benefits of partnerships and the importance of choosing partners who share your values. Along the way, Clayton shares insights from his extensive reading list and offers practical advice for bettering yourself and others. This is a must-listen for anyone who wants to become a better leader and make a positive impact in their...
2023-04-101h 58Accounting High
Accounting High#NiksTips+ on PartyingAccounting Conference Season 2022 is in full force, and our hosts are certainly well qualified in that arena, as of early June our hosts have been to a combined total of 18 different accounting conferences... aka partying  Thank you to our wonderful sponsor, LiveFlow, and get 20% off for 3 months with promo code SONS Check em out at liveflow.io/sons  Life is just one big party, if you approach it with style and grace…  Today we’re pleased to participate in this podcast with our pal Kenji Kuramoto in another plus version of Niks...
2022-06-2544 minAccounting High
Accounting HighThe Unique CPA Presents - The Vaporware Show (feat. Scott Scarano, EA)BONUS - Rebroadcast of Episode 65 of The Unique CPA ...and it is “pure vaporware” Randy and Scott have a great time talking about everything under the sun, from beer and other methods of “relaxation,” to one of the key tenets of The Unique CPA: The changing face of public accounting, which also happens to be a heavy focus of this show. Check out The Unique CPA Podcast at https://tri-merit.com/podcasts/ About the Guest Scott Scarano is the Owner and President of Padgett Business Services of Raleigh-Durham. He founded the Sons of...
2022-05-1354 minCPA Trendlines Podcasts
CPA Trendlines PodcastsThe Disruptors: New Padgett COO Amanda Aguillard Explains How to Scale“Process, process, process” and other lessons in scaling an accounting business.With Liz FarrMore here: https://cpatrendlines.com/2022/01/13/the-disruptors-new-padgett-coo-amanda-aguillard-explains-how-to-scale/To beat the staffing shortage, tax and accounting firms will need to rank technology skills as important as accounting skills, Padgett COO Amanda Aguillard says in this episode of The Disruptors, a new CPA Trendlines series of conversations between special contributor Liz Farr and leading change-makers in the profession. This is the first of the series.“We will have to be creative about who we hire,” Aguillard says. “K...
2022-01-1329 minAccounting High
Accounting High#2021ThanksgivingSpecial | The Sons of CPAs are Thankful for...The Sons of CPAs Thanksgiving Special 2021 Thank You…Jason Ackerman Thank You…Liz Mason Thank You…Michael Ly Thank You…Zachary Call Thank You…Will Lopez Thank You…Jason Staats Thank You…Joshua Lance Thank You…Jeff Phillips Thank You…Marcus Mire Thank You…Donna Bordeaux Thank You…Nikole Mackenzie Thank You…Kenji Kuramoto Thank You…Dave Emmerman Thank You…Stephanie Holt Thank You…Blake Oliver Thank You…Lorilyn Wilson Than...
2021-11-2516 minAccounting High
Accounting High026 The Elephant in the Room (feat. Nayo Carter-Gray, EA)Episode #26 ❤️🖤💚Nayo Carter-Gray, EA MBA  | Founder of 1st Step Accounting Baltimore, MD Recorded August 30, 2021 6 Does the CPA matter to clients anymore? 9 from the summer job in high school to filing your own taxes and getting refunds #SideHustleStories… Nayo - High School doing friends 1040-EZ in high school for $25 a pop Scott - High School selling CDs for $25 a pop Scott - Middle School doing friends book reports for $10 a pop Nayo - MaryKay to Slumber Parties, adult toys and lingerie for...
2021-11-221h 07Accounting High
Accounting High025 Determined. Agile. Vision. Evolve. (feat. Dave Olsen, CPA)Episode #25 Determined. Agile. Vision. Evolve. (feat. Dave Olsen, CPA) recorded 8/23/2021 Dave Olsen, CPA | CEO Nimbl & Nimbl Staffing South Jordan, UT 2 from Brigham Young University accounting to information systems to programming to EY 5 the CFO of a 5 person startup isn’t a full-time job 7 Are you a multitasker or an entrepreneur? 9 from India to the Philippines in 2012… ***shout out to Cathy Tio at Nimbl Staffing*** 10 Putting your business pants on in 2017… ***shout out to Patti Scharf, CPA*** 13 The birth of Tanalytics… the death of Tanalytics… ***shout out to Jason Staats, CPA, MBA*** 15 Where did the name Nimbl come from? 18 Your brand should be...
2021-11-1454 minAccounting High
Accounting High023 PPP: A President’s Personal Priorities (feat. Roger Harris, EA)Episode #23 HAPPY HALLOWEEN 2021 PPP: A President’s Personal Priorities (feat. Roger Harris, EA) recorded 8/2/2021 Roger Harris, EA | President of Padgett Business Services Athens, GA ***shout out to our 1st PAID sponsor Reach Reporting*** 5 I will not play golf if I don’t need a cooler to keep the beer cold 6 After you’ve found your career, did you really need your CPA? 10 Don’t question Mr. Padgett, or he will fire you! 12 The principles of marketing to clients haven’t changed...
2021-10-3058 minAccounting High
Accounting High021 Blueprint 2: The Amalgamation (feat. Brian Clare, CPA)Episode 21 Blueprint 2: The Amalgamation (feat. Brian Clare, CPA) recorded 8/2/2021 Brian Clare, CPA, CMA | Blueprint Accounting Entrepreneur | Cloud Technologist | Automation Specialist ***shout out to Chrisio at Liscio*** ***shout out to Ian at Karbon*** ***shout out to Ackerman at BNA*** ***shout out to Oracle, SAP, NetSuite, QBO, Xero, and Freshbooks*** 3 there’s gotta be another cloud accounting GL platform to compete w/ Xero and QB… ***I guess…shout out to Sage*** ***shout out to Michael LySki*** 7 Partnership breaku...
2021-10-1650 minAccounting High
Accounting High020 Prioritizing Work, Relationships, and Finance in your Accounting Firm (feat. Ian Vacin, CCO)Episode #20  Prioritizing Work, Relationships, and Finance in your Accounting Firm (feat. Ian Vacin, CCO)  recorded 7/19/2021  Ian Vacin, CCO | ian@karbonhq.com  Chief Bottle Washer, Chief Janitorial Service, and Chief Customer Officer  Karbonhq.com  3 The three Karbon KPIs are Sales, NPS, and Net Dollar Retention (NDR) plus two others, Platform and Innovation  ***shout out to Tim Donohoue***  7 THE BIRTH OF… Triage  12 THE BIRTH OF… Ian Vacin  ***shout out to Stuart McLeod***  ***shout out to John Freeman***  16 THE BIRTH OF… Ka...
2021-10-1047 minAccounting High
Accounting High017 Our Fairy CPAmother (feat. Amanda Aguillard, CPA)Episode #17  Our Fairy CPAmother (feat. Amanda Aguillard, CPA)  recorded 6/28/2021  Amanda Aguillard, CPA | @AguillardAcct  Aguillard Accounting | Elefant Training | Accounting Salon | Padgett’s COO | Xero: A Comprehensive Guide  Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. Let's begin The Sons of CPAs with your hosts, Jason Ackerman and Scott Scarano. 12 THE BIRTH OF…Agui...
2021-09-1854 minThe Trail Dames Podcast
The Trail Dames PodcastEpisode #116 Lagniappe - Amanda AguillardAmanda Aguillard was only 16 years old when she realized she wanted to become a CPA, and she's used that passion ever since to encourage innovation in the industry she loves. That commitment lives on through her work as the Chief Operating Officer (COO) of Padgett Business Services, one of North America's largest accounting service and business consulting providers. Amanda, who was named one of the Top 50 Women in Accounting in 2018 and 2019, is the author of Xero: A Comprehensive Guide for Accountants and Bookkeepers. She was the Xero Evangelist of the Year in 2016, and used her...
2021-08-1032 minAccounting Salon Conversations
Accounting Salon ConversationsThe Great Resignation Of Accounting Firm Talent With Byron PatrickSponsorWant to sponsor this podcast?  Get in Touch with Byronhttps://www.linkedin.com/in/byronpatrick/https://twitter.com/byron_cpahttps://www.botkeeper.com/aboutGet in Touch with Amandatwitter.com/aguillardacctfacebook.com/amanda.a.lo.3linkedin.com/in/amandaaguillardLinksLeave a review on Apple Podcasts or PodchaserFollow the Accounting Salon on TwitterVisit the Accounting SalonGet CPE credit at Elefant TrainingCheck out content created by Accounting Salon membersConnect with Accounting Salon members at eventsBrowse a list of Accounting ConferencesSubscribeSubscribe to the Accounting S...
2021-08-0620 minAccounting Salon Conversations
Accounting Salon ConversationsBalancing Food, Family, Friends, and Work with Nicole DavisSponsorWant to sponsor this podcast?  Get in Touch with Nicolehttps://twitter.com/wifemomcpa100https://www.tiktok.com/@wifemomcpa100?lang=enhttps://www.linkedin.com/in/nicoledaviscpa/http://www.nicoledaviscpa.com/about.htmlhttps://www.bd-accounting.com/Get in Touch with Amandatwitter.com/aguillardacctfacebook.com/amanda.a.lo.3linkedin.com/in/amandaaguillardLinksLeave a review on Apple Podcasts or PodchaserFollow the Accounting Salon on TwitterVisit the Accounting SalonGet CPE credit at Elefant TrainingCheck out content created by Accounting Salon membersConnect with Accounting Salon members at eventsBrowse a list of Accounting C...
2021-07-2617 minWhere Accountants Go - The Accounting Careers Podcast
Where Accountants Go - The Accounting Careers Podcast227: Dawn Goldberg – CPA Moms CoachDawn Goldberg, CPA and Certified Life Coach (and mother of course), joined us for this episode of Where Accountants Go, the Accounting Careers Podcast.  In addition to being a coach for CPAs that are mothers, Dawn is also a Community Manager for CPA MOMS and hosts their podcast as well! Dawn was introduced to accounting as many of us are, through her high school bookkeeping class.  She had a great teacher that informed her it was a wonderful career path ‘for a woman’, and therefore she decided to pursue it as her chosen career field.  Ironically, after working for several years i...
2021-06-1547 minAccounting Salon Conversations
Accounting Salon ConversationsStripping Down and Rebuilding a Successful Practice with Patti ScharfSponsor Want to sponsor this podcast?  Get in Touch with Pattitwitter.com/PScharfCPAlinkedin.com/in/catchingcloudscatchingclouds.netGet in Touch with Amandatwitter.com/aguillardacctfacebook.com/amanda.a.lo.3linkedin.com/in/amandaaguillardLinksLeave a review on Apple Podcasts or PodchaserFollow the Accounting Salon on TwitterVisit the Accounting SalonGet CPE credit at Elefant TrainingCheck out content created by Accounting Salon membersConnect with Accounting Salon members at eventsBrowse a list of Accounting ConferencesSubscribeSubscribe to the Accounting Salon Conversations podcast in your favorite podcast app!
2021-05-1435 minAccounting Salon Conversations
Accounting Salon ConversationsRemote Working in High Definition with Blake OliverSponsorWe'd like to thank our launch sponsor Rippling for making the Accounting Salon Conversations possible.Visit https://accountingsalonconversations.promo/ripplingGet in Touch with Blaketwitter.com/blaketoliverlinkedin.com/in/blaketoliverwww.blakeoliver.comearmarkcpe.comGet in Touch with Amandatwitter.com/aguillardacctfacebook.com/amanda.a.lo.3linkedin.com/in/amandaaguillardLinksLeave a review on Apple Podcasts or PodchaserFollow the Accounting Salon on TwitterVisit the Accounting SalonGet CPE credit at Elefant TrainingCheck out content created by Accounting Salon membersConnect with Accounting Salon members at eventsBrowse a list of Accounting...
2021-04-2139 minAccounting Salon Conversations
Accounting Salon ConversationsConstructing an Accounting Firm in the Reverse Order Way with Kenji KuramotoSponsorWe'd like to thank our launch sponsor Rippling for making the Accounting Salon Conversations possible.Visit https://accountingsalonconversations.promo/ripplingGet in Touch with Kenjitwitter.com/kenjikuramotofacebook.com/kenjiklinkedin.com/in/kenjikuramotoacuity.coGet in Touch with Amandatwitter.com/aguillardacctfacebook.com/amanda.a.lo.3linkedin.com/in/amandaaguillardLinksLeave a review on Apple Podcasts or PodchaserFollow the Accounting Salon on TwitterVisit the Accounting SalonGet CPE credit at Elefant TrainingCheck out content created by Accounting Salon membersConnect with Accounting Salon members at eventsBrowse a list of Accounting...
2021-03-2642 minAccounting Salon Conversations
Accounting Salon ConversationsCreating Space for Deep Work with Jeff PhillipsSponsorWe'd like to thank our launch sponsor Rippling for making the Accounting Salon Conversations possible.Visit https://accountingsalonconversations.promo/ripplingGet in Touch with Jefftwitter.com/jeffphillips_linkedin.com/in/jeffaccountingfly/padgettbusinessservices.comaccountingfly.comGet in Touch with Amandatwitter.com/aguillardacctfacebook.com/amanda.a.lo.3linkedin.com/in/amandaaguillardLinksLeave a review on Apple Podcasts or PodchaserFollow the Accounting Salon on TwitterVisit the Accounting SalonGet CPE credit at Elefant TrainingCheck out content created by Accounting Salon membersConnect with Accounting Salon members at eventsBrowse a list of...
2021-03-1934 minAccounting Salon Conversations
Accounting Salon ConversationsPausing and Paring Down with Lorilyn WilsonSponsorWe'd like to thank our launch sponsor Rippling for making the Accounting Salon Conversations possible.Visit https://accountingsalonconversations.promo/ripplingGet in Touch with Lorilyn twitter.com/LorilynWilsonfacebook.com/lorilyn.crumlinkedin.com/in/lorilynacrumtiktok.com/@theseriouscpaduenorthpdx.comGet in Touch with Amandatwitter.com/aguillardacctfacebook.com/amanda.a.lo.3linkedin.com/in/amandaaguillardLinksLeave a review on Apple Podcasts or PodchaserFollow the Accounting Salon on TwitterVisit the Accounting SalonGet CPE credit at Elefant TrainingCheck out content created by Accounting Salon membersConnect with Accounting Salon members at eventsBrowse a l...
2021-02-2629 minAccounting Salon Conversations
Accounting Salon ConversationsThinking About Adding a Tax Practice with Ryan WatsonSponsorWe'd like to thank our launch sponsor Rippling for making the Accounting Salon Conversations possible.Visit https://accountingsalonconversations.promo/ripplingGet in Touch with Ryantwitter.com/ryankwatsonfacebook.com/ryan.watson.986227linkedin.com/in/ryankeithwatsonUpsourced AccountingGet in Touch with Amandatwitter.com/aguillardacctfacebook.com/amanda.a.lo.3linkedin.com/in/amandaaguillardLinksLeave a review on Apple Podcasts or PodchaserFollow the Accounting Salon on TwitterVisit the Accounting SalonGet CPE credit at Elefant TrainingCheck out content created by Accounting Salon membersConnect with Accounting Salon members at eventsBrowse a list...
2021-02-1747 minWhere Accountants Go - The Accounting Careers Podcast
Where Accountants Go - The Accounting Careers Podcast211: Chris Hervochon – The Benefits of a Niche, and the Realities of Professional GolfingChris Hervochon, a CPA in South Carolina that has developed a niche business in the area of providing accounting services for marketing agencies and creatives, joined us this week for Where Accountants Go, the Accounting Careers Podcast. In addition to having a thorough discussion of the benefits of having a specialty, we also talk for a while about Chris’ experience as a professional golfer for a short time right before beginning his accounting career.  Right as he was graduating, he decided to pursue his other passion for a while and see how that worked out.  Although he is happy that he g...
2021-02-1643 minAccounting Salon Conversations
Accounting Salon ConversationsAccounting Salon Founders Amanda Aguillard and David LearySponsorWe'd like to thank our launch sponsor Rippling for making the Accounting Salon Conversations possible.Visit https://accountingsalonconversations.promo/ripplingGet in Touch with David Learytwitter.com/davidlearyfacebook.com/davidlearylinkedin.com/in/davidlearyGet in Touch with Amandatwitter.com/aguillardacctfacebook.com/amanda.a.lo.3linkedin.com/in/amandaaguillardLinksLeave a review on Apple Podcasts or PodchaserFollow the Accounting Salon on TwitterVisit the Accounting SalonGet CPE credit at Elefant TrainingCheck out content created by Accounting Salon membersConnect with Accounting Salon members at eventsBrowse a list of Accounting...
2021-02-1346 minAccounting Salon Conversations
Accounting Salon ConversationsThanks for subscribing!Thanks for subscribing to the Accounting Salon Conversations podcast. New episodes to be released soon!Presented by the Accounting Podcast Network: https://accountingpodcastnetwork.com/
2020-11-2000 minWhere Accountants Go - The Accounting Careers Podcast
Where Accountants Go - The Accounting Careers Podcast197: Twyla Verhelst – Head of the Accountant Channel at FreshBooksTwyla Verhelst joined us for this episode of Where Accountants Go, the Accounting Careers Podcast.  As you would expect, we discussed FreshBooks and how that accounting solution has expanded in recent years, but we also cover Twyla’s earlier career history as well.  Twyla has had an amazing journey, spanning typical accounting roles, to starting several businesses, to founding a charitable endeavor, to her role now with FreshBooks.  It truly is an amazing journey. I confess that I typically thought of FreshBooks as a micro-business solution for solo-preneurs.  However, I was mistaken.  Make sure you listen all the way to the end...
2020-10-2748 minWhat\'s Your \
What's Your "And"?325: Amanda Aguillard is an Accountant & Backpacker [podcast]Amanda Aguillard talks about her passion for backpacking and how it has helped with facing adversaries and establishing relationships with clients! She also talks about how technology has allowed her to run her business, maintain client connections, and continue to pursue her passion!
2020-10-2130 minWhere Accountants Go - The Accounting Careers Podcast
Where Accountants Go - The Accounting Careers Podcast193: Terrell Turner CPA – Using Big Business Skills To Serve The Small Business CommunityTerrell Turner, a CPA in North Carolina, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast.  Terrell caught our attention due to all the effort he has been putting into developing and producing video content for the small business community. Terrell started his career with the big firms – a Big 4 CPA firm in fact, and then a few other larger enterprises in industry, and it was there that he developed his understanding of business processes and his analytical skills.  As time went on, he found himself as many do, trying to find the right balance between prof...
2020-09-2950 minFriday Night Live with Accountants Andrew Wall & Brad Celmainis
Friday Night Live with Accountants Andrew Wall & Brad Celmainis2020 #28 Feat. Amanda AguillardOn tonight's FNL, Andrew and Brad talk to Accounting Salon co-founder, Amanda Aguillard! https://www.facebook.com/fnlaccountants/videos/327742505090560
2020-09-011h 04Where Accountants Go - The Accounting Careers Podcast
Where Accountants Go - The Accounting Careers Podcast184: Melisa Galasso, CPA, of Galasso Learning SolutionsMelisa Galasso, the owner of Galasso Learning Solutions, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. Many of us have had the thought that we may like to teach, whether it be at a university or privately for companies and continuing education needs, and most of us feel at some level that we would like to help others.  Melisa has turned these two passions into a new career for herself, building on her original foundation of being an accountant. Her career started as many do.  Melisa was an auditor in the Big 4.  However, it wasn’t lon...
2020-07-2140 minWhere Accountants Go - The Accounting Careers Podcast
Where Accountants Go - The Accounting Careers Podcast169: Elena Levario – A Story of Hard Work, Perseverance, & Great MentorsElena Levario, a CPA with years of experience in the banking world, joined us for this episode of the Where Accountants Go podcast. We originally heard about Elena’s inspiring story while attending a state CPA event, but we didn’t know quite how inspirational it was until we had her join us for the program. Elena originally migrated to the United States from Mexico with her family at the age of 4.  She and her sister were the first in their family to graduate from high school, which was an accomplishment that was highly supported by their mother. Initially Elena actua...
2020-04-0738 minThe 80/20 Principle
The 80/20 PrincipleFinancial Reporting in Your Law Firm with Amanda AguillardHow would your best accountant friend recommend you streamline your law firm's management of bookkeeping, accounting, and general finances? Listen & find out... Show Notes Amanda Aguillard has been a Certified Public Accountant since 2001. She holds a Masters Degree in Taxation from the University of Denver, and loves helping small law firms (and other small businesses) improve their financial data handling and accounting (especially by harnessing useful technologies). Aguillard Accounting - Amanda's main business website Amanda's Training Service for accountants and bookkeepers Xero; - online accounting service recommended by Amanda Quickbooks online - online accounting...
2020-03-1035 minWhere Accountants Go - The Accounting Careers Podcast
Where Accountants Go - The Accounting Careers Podcast163: Even a Nerd Can Be Heard – An Interview with Geni WhitehouseGeni Whitehouse, CPA, small business consultant, author, keynote speaker, and really a comedian (!), joined us for this episode of Life In Accounting, the Where Accountants Go podcast. You are really going to find happiness in this episode.  We start by talking about Geni’s early career as a tax accountant, and even during that part of the interview you can hear the joy in her voice.  We quickly moved into how her career transitioned into the software training and sales business, and then eventually into keynote speaking, training, and small business consulting. After you listen to this podcast, make sure you...
2020-02-1848 minWhere Accountants Go - The Accounting Careers Podcast
Where Accountants Go - The Accounting Careers Podcast159: Bringing Leadership Back – An Interview with Bridget KaiglerBridget Kaigler, an accomplished state & local tax expert in the Louisiana area that is also making a difference in the area of helping emerging leaders grow, joined us for this episode of Life In Accounting, the Where Accountants Go podcast. In this interview, we cover how Bridget’s career journey… Started later than you may expect as she was a “non-traditional student”, needed to work to support herself early in life, To how she turned to accounting as a way to provide a better life for her young son and herself, To her entry into the SALT (state and local tax) fie...
2020-01-2143 minWhere Accountants Go - The Accounting Careers Podcast
Where Accountants Go - The Accounting Careers Podcast155: Jay Kimelman – The Digital CPAJay Kimelman, Founder of The Digital CPA, joined us for this episode of Life In Accounting, the Where Accountants Go podcast.  In this episode, we cover Jay’s career starting in industry accounting roles, through owning a nutritional business, and then to starting The Digital CPA and becoming an Ambassador for Xero. “Let’s take Accounting for fun” Jay shares the story of how he became interested in accounting early in the interview.  His uncle was a partner with one of the national accounting firms, so the field was always of interest to him.  He had the opportunity to take accounting...
2019-12-1044 minThe 80/20 Principle
The 80/20 PrincipleAccounting Essentials for Your Law Firm with Amanda AguillardAmanda is the founder of Aguillard Accounting, a small business accounting firm based in New Orleans with clients across the country. Her focus is solo and small law firms and real estate brokerages. She is also the co-founder of Elefant, a training company for accountants and bookkeepers. Amanda's #1 passion is helping small business owners build the practices of their dreams using technology. Resources discussed in this episode Xero; - cloud-based accounting software for small businesses (which Ernie and Amanda both use and recommend) MinuteDoc; - Xero-based time and billing integration Amanda's Clio Conference Talk...
2019-10-0832 minWhere Accountants Go - The Accounting Careers Podcast
Where Accountants Go - The Accounting Careers Podcast134: Running 3 Businesses, Raising 2 Kids – Amanda Aguillard CPAAmanda Aguillard, founder of three accounting-related businesses in the New Orleans area, and more importantly a mother of two wonderful children, joined us for this episode of Life In Accounting, the Where Accountants Go podcast. Paper Paper Everywhere… Even early in Amanda’s career, she wondered if things could be done differently.  She initially became interested in accounting as a profession while in high school, and even competed in the state rally competitions.  It was a very early interest for her.  However, as she got started in the industry, she realized how paper-oriented accounting work was at the time, and it seem...
2019-06-2542 minThe Accounting Podcast
The Accounting PodcastAccounting Salon Interviews: Amanda Aguillard of Elefant TrainingSponsorElefant: http://cloudaccountingpodcast.promo/elefantShow Notes00:48 - Why start your own accounting conference?01:47 - What is an "Accounting Salon"?02:47 - What makes the Accounting Salon different04:08 - Agenda for 201906:04 - How to nominate yourself (or another) to be invited next year07:01 - Thank you to this year's sponsors!07:38 - Visit AccountingSalon.com for more informationGet in TouchThanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a...
2019-06-0509 min