Shows
Creative Agency Success ShowWhat's a Maturity Model Anyway?Creative Agency Success Show (Episode 144): “A maturity model isn't a report card, it's about understanding where your decision-making capabilities are.” - Jamie NauIn this episode of The Creative Agency Success Show, Jamie Nau and Jody Grunden pull back the curtain on how small business owners can move from just getting by to truly thriving. They’ve spent the last eight months crafting a maturity model designed to help you assess where your business stands in five key areas: cash management, forecasting, profitability, sales outlook, and financial reporting. 2025-04-0824 min
The Young CPA Success ShowDefined Benefit Plans Demystified: Expert Insights for Young CPAs with David PodellEpisode Title:Defined Benefit Plans Demystified: Expert Insights for Young CPAs with David PodellEpisode Summary:Co-host Hannah shares her experiences with tax planning and defined benefit plans, setting the stage for guest expert David Podell from Business Benefits Consultants. David demystifies defined benefit plans, emphasizing their relevance and tax advantages. The discussion covers identifying client opportunities, the importance of advisory roles, and resources for further learning.Episode Notes:"You could increase your retirement benefit, take money out of the business pre-tax, and I'm going to save you this...2025-01-2721 min
The 401(k) Audit CPA Success ShowPreparing Your Plan for New Secure Act 2.0 ProvisionsTopics discussed in this episode include:Key upcoming provisions and their effective datesStrategies for evaluating and implementing plan changesWhy documentation is so important for complianceHow to prepare for plan amendments by the end of 2026Education and communication strategies for plan participantsEpisode resources:Watch episodes of The 401(k) Audit CPA Success Show on YouTube.Learn more about the Anders 401(k) process and pricing.Request a 401(k) audit consultation
2024-12-3042 minThe Young CPA Success ShowEnhancing Client Outcomes Through CPA and Financial Advisor Partnerships with Adam D. Koós“We need to get the phrase ‘exit planning’ out of our vocabulary. I like to call it business transition planning or transitioning you from wherever you are today to wherever you want to be.” – Adam The finer details of this episode:Importance of fiduciary responsibility in financial planning.Relationship dynamics between financial advisors and CPAs.Challenges and implications of fiduciary principles for clients.The significance of being a fee-only financial advisor to minimize conflicts of interest.Strategies for young CPAs to build relationships with financial advisors.The role of transparency and communication in investment strategies.E...2024-12-0246 minThe 401(k) Audit CPA Success ShowWorking with a Third Party Administrator or Recordkeeper on Your 401(k) PlanTopics discussed in this episode include:Practical tips to avoid common errors in census preparation What steps to take if a test is failedHow to correct for plan administration errors Best practices for maintaining documentationEpisode resources:Watch episodes of The 401(k) Audit CPA Success Show on YouTube.Learn more about the Anders 401(k) process and pricing.Request a 401(k) audit consultation
2024-11-2543 minThe Young CPA Success ShowMastering Your Niche in the Accounting World with John Scott“You have to demonstrate that you care—not only to those whom you're working for but also to the clients and customers that you work with. Every customer, every client, has to think that they are your priority.” – John Scott The finer details of this episode:Journey of young accounting professionals in establishing their careers.Identifying and demonstrating interest in a specific niche within accounting.Role of mentorship in career development and guidance.Significance of effective communication skills in client relationships and teamwork.Strategies for building strong client relationships and understanding client needs.Value of asking...2024-11-1845 minThe Young CPA Success ShowThe Best Excel Training Strategies for Young CPAs with Jeff Lenning“I was stressed out, cranky, grouchy, and missing family events. That was the catalyst for me to figure out how to get Excel to do all the things I was doing manually.” – Jeff Lenning The finer details of this episode:Importance of Excel skills for young accounting professionalsGaps in Excel training within college education for accounting studentsPersonal experiences of speakers regarding Excel proficiency and trainingImplementation of Excel training programs in organizationsThe versatility of Excel in both professional and personal projectsStructure and content of comprehensive Excel training coursesThe impact of outdated methods in accounting practicesThe evolving...2024-10-2141 minThe 401(k) Audit CPA Success ShowBest Practices for Filing a Late Form 5500Topics discussed in this episode include:What to ask a potential audit firmThe federal communications to look out for and what to do when they arriveHow to determine if an audit firm is the right fit for youTactics to prevent future late filingsEpisode resources:Watch episodes of The 401(k) Audit CPA Success Show on YouTube.Learn more about the Anders 401(k) process and pricing.Request a 401(k) audit consultation
2024-10-1439 min
But Who's Counting?Turning the Page Beyond Traditional Service Offerings with Kristen Sorth of St. Louis County LibraryTo find success in business, you have to first figure out what your target market wants and respond to it. As society and the technology we depend on changes at breakneck speed, it can be challenging for traditional businesses to keep pace. Breathing new life into a service as timeless and constant as the library takes innovation, grit and the support of the surrounding community to pull off. Advancing technology had the potential to make libraries obsolete, but instead brilliant leadership took advantage of new tech to reinvigorate a beloved neighborhood staple. The St. Louis County Library (S...2024-10-1039 minThe 401(k) Audit CPA Success ShowTaking Command of Your 401(k) Plan’s Internal ControlsTopics discussed in this episode include:Different types of controls and their various usesWhy it’s important to layer multiple controlsHow poor internal controls can negatively impact your 401(k) auditThe most common compensation issues auditors come acrossEpisode resources:Watch episodes of The 401(k) Audit CPA Success Show on YouTube.Learn more about the Anders 401(k) process and pricing.Request a 401(k) audit consultation
2024-09-1641 minBut Who's Counting?Get Ready for Exponential Growth with Top Tips from Lewis & Clark’s Tim SpihlmanTo better understand why your business isn’t meeting its full growth potential, you sometimes have to look from the outside in. Getting an outside perspective into your business can give you helpful insights to make decisions that accelerate growth. Venture capital firms often perform deep dives into prospective businesses during due diligence, which helps uncover a company’s strengths and weaknesses. After examining so many businesses, investors understand what separates a successful business from its competitors.Missy Kelley and Dave Hartley, co-hosts of But Who’s Counting? were joined by Tim Spihlman, Managing Director of Lewis & Clark...2024-09-1235 min
The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 94 — David Hartley - Partner-in-charge - Advisory Services (CAS) Anders CPAs + Advisors Top 100 firm — The Woodard Report PodcastOn this show, Heather Satterley speaks to David Hartley of Anders CPAs + Advisors about the evolving role of technology in the accounting industry and the importance of innovation for young professionals. Read David's articled called, "Top 10 Reasons Today is the Best Day Ever to be a Young CPA" About David Hartley: Dave is the partner-in-charge of advisory at Anders with over three decades of experience serving both public and privately-held businesses, showcasing his unique blend of technological expertise and CPA proficiency. With a background in C-suite leadership and consulting, he specializes in helping middle-market b...2024-09-0436 minThe 401(k) Audit CPA Success ShowPrevent Delays and Errors in your 401(k) Plan Audit with the Power of Automation SoftwareTopics discussed in this episode include:The pitfalls of customization options in payroll software and modules such as QuickBooksWhy it’s important to keep documents clearly organizedHow delays with documents can result in late filingsWhat is AuditMiner and how 401(k) auditors are able to use itEpisode resources:Watch episodes of The 401(k) Audit CPA Success Show on YouTube.Learn more about the Anders 401(k) process and pricing.Request a 401(k) audit consultation
2024-08-2636 minBut Who's Counting?Transforming Public Media to Serve Modern Audiences with Amy Shaw of Nine PBSHow does a 70-year-old PBS station evolve new approaches to public media to remain relevant and impactful even as the media landscape around it changes? Through innovative new approaches and a commitment to its community! Nine PBS is a St. Louis cornerstone with a long history of adapting to fit the changing times, and that constant evolution helped it become the most watched PBS station in the country, as a percentage of households watching. But Who's Counting? hosts Dave Hartley and Missy Kelley chatted with Amy Shaw, President and CEO of Nine PBS, about the remarkable journey o...2024-08-1548 min
GLF PodcastOptimizing Your Law Firm's Financial Engine with John Scott, Partner at Anders CPAs and AdvisorsSend us a textJoin Sasha Berson as he speaks with John Scott, Partner at Anders CPAs and Advisors👉 Sasha and John explore:— The importance of paying attention to data and testing different marketing strategies to see what works best for your firm— How legal businesses, like any service business, can scale if there is demand and supply— The ability to replicate a successful process-driven service model within a geographic area or new cities— Focusing on cash, financials, production, and pipeline metrics on a weekly basis2024-07-2440 minBut Who's Counting?How Business Leaders Can "Mind the Soil" for AI and Innovation to Take Root with Stefanie Thelen, Chief Innovation Officer at Object Computing, Inc.Innovation in the workplace doesn’t happen spontaneously; it needs to be encouraged and cultivated for change to truly take place. Before your company can make transformative use of emerging technologies such as AI, you must carefully examine your organization’s culture and leadership’s reaction to failure to make the jump to the next level not just feasible but inevitable. Missy Kelley and Dave Hartley, hosts of But Who’s Counting?, welcomed Stefanie Thelen, Chief Innovation Officer for Object Computing, Inc., to discuss ways businesses can empower inventive new approaches to resolve pain points with real-world use cases...2024-07-1840 minThe 401(k) Audit CPA Success ShowKey Steps to Successfully Finalize Your 401(k) AuditTopics discussed in this episode include:A breakdown of the schedules you could encounter and their impact on your auditWhy you should always promptly answer any requests from your auditorWhat to include, and what to exclude, when filing your Form 5500Key tips to avoid difficulties while using the EFAST systemEpisode resources:Watch episodes of The 401(k) Audit CPA Success Show on YouTube.Learn more about the Anders 401(k) process and pricing.Request a 401(k) audit consultation
2024-07-0142 minBut Who's Counting?The Business of Baseball – How America’s Pastime Drives Innovation with Bill DeWitt of the St. Louis CardinalsThe speed of innovation and technological advances over the past decade has been transformative for all businesses, 100-year-old companies and growing startups alike. Baseball’s storied history in America has played a huge role in its popularity, but like any other business, it’s had to evolve to keep up with technology and customer expectations. St. Louis Cardinals President Bill DeWitt III and the MLB understood that their audience and their expectations were changing, and competition for entertainment was mounting due to smartphones, among other catalysts. This presented a unique challenge and opportunity for the game of baseb...2024-06-2036 min
Finding Genius PodcastOptimizing Law Firm Success: Essential Insights From John Scott Of Anders CPAs + AdvisorsAre you ready to reframe your law firm’s accounting experience and elevate your practice? In this episode, John Scott, CPA, AEP, joins us to discuss his understanding of the financial and accounting issues that law firms face today – and his unique approach to overcoming them… John is the Head of Legal VCFO at Summit Virtual CFO by Anders and a Partner in Tax at Anders CPAS + Advisors. He has worked with Anders since the early 90s and has grown with the company to help clients achieve their goals while focusing on what matters most: reaching their highes...2024-06-1238 minBut Who's Counting?Investing in Your Organizational Health for a More Innovative Workplace with Liz Hughes of The Table GroupFostering a healthy workplace creates an environment where the best, smartest ideas can flourish. What are the signs of a healthy workplace and how can leadership create an atmosphere where constructive debate leads to better results? A healthy organization minimizes the corporate politics that restrict innovation, promoting honest, yet difficult, conversations and debates centered on reaching the best ideas. Creating strategic alignment not only in your leadership teams but throughout your organization is an entry point, but it requires commitment at every level. But Who’s Counting? hosts Dave Hartley and Missy Kelley welcomed Liz Hughes, Principal Con...2024-05-2338 minThe 401(k) Audit CPA Success ShowWhat to Ask Your 401(k) Auditor About New 2023 Audit Process RequirementsTopics discussed in this episode include:How SAS 143 and SAS 145 can impact your 401(k) plan audit.The considerations you need to take with your IT environment, even if either your plan or your IT work is managed by a third-party.The consequences of changes to Form 5500 and why this change especially matters for companies hovering around the 100-participant threshold. Episode resources:Watch episodes of The 401(k) Audit CPA Success Show on YouTube.Learn more about the Anders 401(k) process and pricing.Request a 401(k) audit consultation
2024-05-2028 min
The Good Question PodcastThe Bottom Line Blueprint: Expert Tips from Anders CPAs + AdvisorsJoin us as we talk with John Scott, a seasoned CPA and partner at Anders CPAs + Advisors, a dynamic full-service firm renowned for its expertise in maximizing profits and minimizing taxes. With a wealth of knowledge and experience in the business and CPA realm, John shares invaluable insights to help business owners thrive, retain more of their hard-earned money, and achieve their highest potential. Tune in to learn: What percentage of your expected annual revenue should be for working capital, which is primarily cash The three tiers of services offered by Anders CPAs + Advisors The benefits...2024-05-1436 minBut Who's Counting?How to Embrace AI and New Technologies to Future-Proof Your Business with Ed Morrissey of IntegrityArtificial intelligence is continuing to advance at an exponential pace, mirroring the advent of the internet in some ways. Like the early days of the internet, some businesses are assuming AI is just a fad that’ll fade with time while others are taking full advantage of this emerging technology to reduce costs while improving efficiency. Ed Morrissey, Partner and Chief Creative Officer of Integrity Web Consulting, joined co-hosts Dave Hartley and Missy Kelly to talk about the latest advances in generative AI and explain why it’s so critical for businesses to take time to explore and e...2024-04-2545 minThe Young CPA Success ShowNavigating Conflict Resolution: Insights and Tips for Young CPAs with Carol Bowser“A conflict means something important is at stake. Empathy has an inverse relationship to conflict; the higher the conflict, the empathy bucket goes out because we're living in our own pain points.” -Carol Bowser The finer details of this episode:● Need for conflict-resolution skills in the workplace● Navigating conflicts in a remote work environment● Recognizing generational and cultural differences in conflict-resolution approaches● Practical tips for handling unexpected conflicts and receiving feedback● Importance of empathy and emotional intelligence in conflict resolution● Advice for entering the workforce and approaching conflicts 2024-04-2248 minThe 401(k) Audit CPA Success ShowLessons Learned from the Department of Labor Audit Quality StudyTopics discussed in this episode include:Top takeaways from the Audit Quality StudyWhich sections of an EBP audit have the highest rates of errorsThe questions to ask your audit firm to determine whether they have the experience your business needsEpisode resources:Watch episodes of The 401(k) Audit CPA Success Show on YouTube.Learn more about the Anders 401(k) process and pricing.Request a 401(k) audit consultation
2024-04-0146 min
Lawyers in the Making PodcastE34: John Scott Partner at Anders CPAs and AdvisorsJohn is a University of Missouri-Saint Louis Graduate and currently works as a Partner at Anders CPAs and Advisors. John, the second non-lawyer to join our podcast, offers invaluable advice for both law students and seasoned attorneys.We delve into John's journey to his current role at Anders, exploring the significance of nurturing your position and fostering meaningful connections. From climbing the company ladder to crafting compelling narratives that resonate with clients, John shares gems of wisdom garnered from his experience.But it's not all about work – we also discuss John's passions outside the office, in...2024-03-2644 min
The FVS Valuation PodcastHigh Times for CPAs? – Forensic Accounting Services in the Budding Cannabis Industry EXTRAClay and Howard got into the cannabis industry because it presented interesting opportunities to serve new clients in a growing industry. The learning curve has been steep given the regulations and cash-based nature of the business, and building trusted relationships is key to success. Forensic accountants can play an important role as the industry matures and consolidates. Especially to help sort out Profitability issues that lead to litigation Due diligence for mergers and acquisitions Investigating fraud risks Guests: Howard M. Silverstone, CPA/CFF, Executive Vice President, J.S. Held Clay Kniepmann, JD, CPA/ABV/CFF, Fore...2024-03-2124 minBut Who's Counting?Creating Demand, Building Relationships and Inspiring Future Generations with Michael Weiss of Big Shark Bicycle CompanyWhen a company is thriving, no one wants to think about potential roadblocks or dangers ahead. But when disaster strikes, the right response can be the difference between a business closing its doors or fueling future growth. Whether it’s a new competitor in the market, shifting consumer patterns or even a global pandemic, how can you quickly adapt to the unexpected?Kicking off the first episode of season three of But Who’s Counting?, longtime host Dave Hartley is joined by his new co-host, Missy Kelley, for a conversation about grit and perseverance with Michael Weiss, owne...2024-02-1537 minThe 401(k) Audit CPA Success Show7 Tips to Become a Proactive Plan AdministratorSummit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ Topics discussed in this episode include:Tips on defining roles within your 401(k) plan to promote more cohesionThe importance of access reviews and why access levels are an equally important part of the discussionBenefits of a compliance calendar, plus tips to create one that helps you meet deadlines and improve processesWhy hiring an investment advisor could help improve participant satisfaction and be a part of your due diligenceEpisode resources:...2024-01-3138 minBut Who's Counting?Surviving Crises and Uncovering Golden Opportunities with Dave Parmley of Chesterfield Hotels Inc.Hospitality is often one of the first industries to feel the sting of global events like the COVID-19 pandemic or, looking further back, the 2008 recession. For a business like a hotel to survive the highs and lows, it must rely on a combination of ingenuity, forward-thinking and just a touch of audacity. For the final episode of season 2 of But Who’s Counting?, host Dave Hartley met with Dave Parmley, founder and owner of Chesterfield Hotels, Inc., to discuss the lessons the hotel mogul learned over his long career in hospitality. Parmley details how he deviated from con...2023-11-1634 min