Shows
Marketer of the Day with Robert Plank: Get Daily Insights from the Top Internet Marketers & Entrepreneurs Around the World1319: Better Numbers: Crush Your Accounting Fears in 30 Minutes with Licensed Accountant Chris HervochonIt’s easy for entrepreneurs to ignore the numbers when they feel overwhelming or confusing—but that avoidance comes at a cost. Financial disorganization doesn’t just create stress; it can quietly sabotage growth, decision-making, and long-term stability. You can have a great product, a strong team, and real momentum, but if your finances are a mess, it all starts to crack underneath. The scariest part is how long the damage can go unnoticed.
Chris Hervochon is a CPA and CVA who runs Better Numbers, a firm that helps entrepreneurs make smarter financial decisions. He works with businesses earning $500K to $5M...
2025-05-2126 min
Kerry Lutz's--Financial Survival NetworkTax Talk: Chaos and Change - Chris Hervochon - #6268The discussion focused on the challenges of the upcoming tax season, with Kerry Lutz emphasizing the need for organization and patience as deadlines approach. Chris Hervochon, a CPA, advised clients to stay informed about potential tax legislation changes, including speculation about tax relief for individuals earning less than $150,000 and the uncertain future of provisions from the Tax Cuts and Jobs Act. Lutz also addressed Florida's property tax elimination proposal, advocating for alternative funding sources and questioning the seriousness of balanced budget efforts. The conversation highlighted the complexities of evolving tax regulations and the mixed effectiveness of digital tools for taxpayers...
2025-04-2410 min
Kerry Lutz's--Financial Survival NetworkTax Talk: Chaos and Change - Chris Hervochon - #6268The discussion focused on the challenges of the upcoming tax season, with Kerry Lutz emphasizing the need for organization and patience as deadlines approach. Chris Hervochon, a CPA, advised clients to stay informed about potential tax legislation changes, including speculation about tax relief for individuals earning less than $150,000 and the uncertain future of provisions from the Tax Cuts and Jobs Act. Lutz also addressed Florida's property tax elimination proposal, advocating for alternative funding sources and questioning the seriousness of balanced budget efforts. The conversation highlighted the complexities of evolving tax regulations and the mixed effectiveness of digital...
2025-04-2410 minFinancial Survival NetworkTax Talk: Chaos and Change - Chris Hervochon - #6268The discussion focused on the challenges of the upcoming tax season, with Kerry Lutz emphasizing the need for organization and patience as deadlines approach. Chris Hervochon, a CPA, advised clients to stay informed about potential tax legislation changes, including speculation about tax relief for individuals earning less than $150,000 and the uncertain future of provisions from the Tax Cuts and Jobs Act. Lutz also addressed Florida's property tax elimination proposal, advocating for alternative funding sources and questioning the seriousness of balanced budget efforts. The conversation highlighted the complexities of evolving tax regulations and the mixed effectiveness of digital tools for taxpayers...
2025-04-2410 min
Accounting High222 Coaching vs Consulting: How to Run a Meeting with Advisory LITE (feat. Chris Hervochon, CPA)Episode 222
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FACULTY: Chris Hervochon, CPA aka 'The Herv'
CLASS: #Shoperations
In this episode of Shoperations at Accounting High, Chris Hervochon, CPA aka "The Herv" shares his journey from high school accounting to founding A Better Way CPA. Chris delves into his strategies for using automation and advisory services to grow his firm. He also discusses his experiences with Leadership Academy, the importance of n...
2024-08-2544 min
CPA Trendlines PodcastsChris Hervochon: Be the Leader You Want to Work ForBuild a firm for your tribe.The DisruptorsWith Liz FarrChris Hervochon is building his firm, Better Way CPA, “in a very specific way, for our tribes.” He explains, “Not everyone needs to be our customer, not everybody’s our tribe, not everybody needs to be our employee.” Leading with their core values, the process for bringing on new customers and new employees “weeds out the bad or the potentially poor fit customers,” which, in turn, helps with managing their time, the most valuable thing they have. His tribe includes marketing agencies, which...
2024-08-0255 min
Building the Premier Accounting FirmRewind : Niching, Automation & Virtual Teams: Running the Modern-Day Accounting Firm w/ Chris HervochonJoin us as we revisit this conversation from 2023! In the latest episode of "Building the Premier Accounting Firm", host Roger Knecht sits down with Chris Hervochon, a successful accountant and entrepreneur, to discuss his journey in the accounting world. Chris shares how he started as an accountant and eventually left his job to start his own firm. He also talks about the crucial role his spouse played in allowing him to make the leap to entrepreneurship. Chris talks about how working with a coach has helped him grow his business and how he h...
2024-03-1645 min
Own Your WealthDo You Need a Niche? Chris Hervochon’s Advice for Growth-Minded Business Owners (Ep. 20)Niching down—choosing a specialty and focusing your efforts around it—can help a business grow faster, develop better services, and provide greater value to the customers it serves. But for entrepreneurs, the decision to find your niche, and stay committed to it, isn’t always an easy one.
In this episode of Own Your Wealth, host Jason Deshayes is joined by Chris Hervochon, CPA, CVA, and owner of Better Way CPA, an accounting firm that serves creative agencies. Chris shares his experience with narrowing his focus and how choosing a niche helped his company achieve accelerated growth...
2023-12-2628 min
Own Your WealthDo You Need a Niche? Chris Hervochon’s Advice for Growth-Minded Business Owners (Ep. 20)Niching down—choosing a specialty and focusing your efforts around it—can help a business grow faster, develop better services, and provide greater value to the customers it serves. But for entrepreneurs, the decision to find your niche, and stay committed to it, isn’t always an easy one.
In this episode of Own Your Wealth, host Jason Deshayes is joined by Chris Hervochon, CPA, CVA, and owner of Better Way CPA, an accounting firm that serves creative agencies. Chris shares his experience with narrowing his focus and how choosing a niche helped his company achieve accelerated growth...
2023-12-2628 min
The CPA Advisory ShowKey Topics in Tax Resolution with Robert NordlanderDescription coming soon!
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2023-08-161h 03The CPA Advisory ShowFrom Zero to an Intentional Growth Strategy with Keila Hill-TrawickJeremy and Chris welcome special guest Keila Hill-Trawick (@littlefishcpa on Twitter). Keila is the Founder + CEO of Little Fish Accounting, a boutique CPA firm. The key takeaways from the episode (courtesy of ChatGPT) are:
The challenges faced by traditional accounting firms in expanding capacity and bringing on more clients.
Keila's background and motivation for starting her own accounting firm without preconceived notions of how an accounting firm should operate.
Keila's approach to learning the technicalities and best practices of accounting while building a different kind of accounting firm.
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2023-08-021h 01The CPA Advisory ShowStarting & Marketing a Tax Advisory Firm with Grant DoughertyJeremy and Chris welcome special guest Grant Dougherty (@DouTaxSolutions on Twitter). Grant is the founder of Dougherty Tax Solutions, a boutique tax advisory firm. The key takeaways from the episode (courtesy of ChatGPT) are:
Grant explained the challenges he faced in meeting the accounting hours requirements and the decision not to pursue additional college courses for eligibility for the CPA.
Grant delves into the role of a corporate tax accountant and the coordination involved in preparing corporate tax returns. He highlights the importance of understanding the nuances of tax laws and the need for coordination with professionals, such as thos...
2023-07-2659 minThe CPA Advisory ShowThe Client Can Tell If You Think Their Idea is Stupid with Natalie KolodijDescription coming soon!
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2023-07-1954 minThe CPA Advisory ShowProductized Business Exit Advisory with Aaron DavisDescription coming soon!
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2023-07-131h 07The CPA Advisory ShowDeveloping a Top Notch Corporate Culture with Randy CrabtreeJeremy and Chris welcome special guest Randy Crabtree (@RCrabtreeCPA on Twitter). Randy is the host of The Unique CPA podcast and Co-Founder of Tri-Merit. The key takeaways from the episode (courtesy of ChatGPT) are:
The importance of finding a niche in your firm.
Randy's journey into podcasting and the role it plays in his firm.
Definition and importance of advisory services in the accounting field.
Benefits of offering advisory services for tax firms and clients.
Comparison between Tri-Merit and traditional CPA firms, highlighting their unique approach to staffing and business development.
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2023-07-0556 minThe CPA Advisory ShowTaking Your Learning Culture From 0 to 1 with Jennifer SmithJeremy and Chris welcome special guest Jennifer Smith (@ScribeCEO on Twitter). Tailor is the founder at Scribe, a software that automates and democratizes process documentation. The key takeaways from the episode (courtesy of ChatGPT) are:
Introduction to Scribe and its relevance to accountants
The importance of process orientation and efficiency for accountants and their businesses
The benefits of standardized processes in onboarding new team members and handling client work
The relationship between innovation, process improvement, and better client service in accounting firms
The importance of customizing documentation to meet the specific needs of clients
Fo...
2023-06-281h 00The CPA Advisory ShowHow to Make Yourself Really Lucky with Jason "The Human API" StaatsJeremy and Chris welcome special guest Jason "The Human API" Staats (@JStaatsCPA on Twitter, and yes we are working hard to get that nickname to stick). Jason is the name, face, voice and genius behind Jason Daily, a daily YouTube show which talks about how to move the profession forward, with a focus on tech and AI. The key takeaways from the episode (courtesy of ChatGPT) are:
The conversation starts with a discussion about the purpose of the show and the desire to have more authentic conversations about accounting from a non-corporate perspective.
The topic shifts to the ch...
2023-06-211h 11The CPA Advisory ShowStarting and Running an Accounting Firm: Tips and Strategies from Tailor Hartman
Jeremy and Chris welcome special guest Tailor Hartman (@TailorCPA on Twitter). Tailor is the founder at Celerity, which focuses on bookkeeping and custom reporting. The key takeaways from the episode (courtesy of ChatGPT) are:
Tailor's accounting experience, his virtual accounting firm, and the services he provides to small and medium-sized businesses.
Practical tips for CPAs looking to start their own advisory firm, including the types of clients to target and how to effectively market services.
Strategies for streamlining accounting and bookkeeping work, including the use of AI technology, transcription services and outsourcing.
Pricing strategies and factors to consider wh...
2023-06-181h 01The CPA Advisory ShowIterating Through The Hiring Process with Nicole DavisJeremy and Chris welcome special guest Nicole Davis (@wifemomcpa100 on Twitter). Nicole is the Chief Hello Officer at
Butler-Davis Tax & Accounting, LLC, which focuses on CAS and tax. We apologize in advance that we didn't cover Nicole's undying love for Buc-ee's in more detail. Nevertheless, the key takeaways from the episode (courtesy of ChatGPT) are:
Nicole's experience working in corporate accounting and how it translated into small business accounting.
The decision to start her own firm and the challenges she faced during the process.
The importance of continuous learning and networking in the accounting industry.
Nicole's approach to hi...
2023-06-071h 08The CPA Advisory ShowDeveloping & Implementing Tech in an Advisory Firm with Devin O'BrienCelebrating ONE YEAR! Our 52nd weekly episode...
Jeremy and Chris welcome special guest Devin O'Brien (@devin_j_obrien on Twitter). Devin is the founder at Kordis, which is a virtual CFO firm that also develops custom software. The key takeaways from the episode are:
The challenges of developing accounting software, particularly using developers without a technical accounting background.
The importance of bookkeeping quality and the chart of accounts for effective accounting.
The need for software developers to understand accounting in order to create software that is easy for business owners to use.
The...
2023-05-3159 minThe CPA Advisory ShowThe Silver Bullet in Advisory Conversations with Adam HaleJeremy and Chris welcome one of the Godfathers of CAS, special guest Adam Hale. Adam is a co-founder at Summit CPA, now part of Anders CPAs. The key takeaways from the episode are:
The importance of being intentional and curious when asking questions to clients and understanding their businesses.
The benefits of implementing a productized service offering in public accounting and using cloud accounting tools to deliver it.
The value of synthesizing information from various sources to improve business performance and maintain client relationships.
The challenges associated with muddling through and figuring out the accounting business on one's...
2023-05-241h 02The CPA Advisory ShowPractical Advisory Conversations From a Business Owner's Perspective with "Cash Flow Mike" MilanDescription coming soon!
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2023-05-171h 04The CPA Advisory ShowDe-Stressing in a Stressful Profession with Vic BavaDescription coming soon!
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2023-05-1056 minThe CPA Advisory ShowTransforming Customers and The Accounting Profession with Donny ShimamotoDescription coming soon!
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2023-05-0459 minThe CPA Advisory ShowThe Intersection of Financial Advisory and CPA Advisory with Thomas KopelmanDescription coming soon!
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2023-05-031h 08
Profit With A PlanEP201 Better Financial Reports - Chris HervochonMarcia talks with fractional financial expert, CPA, & CVA, Chris Hervochon from A Better Way CPA about the better way to use financial statements to grow your business. Chris, who helps business owners with a lot of their financial details, & reporting, shares how by using a properly created cash flow statement, balance sheet, & P&L can lead the discussion on business decisions. He shares the importance and what to look for to get the best information. Chris has some helpful resources on his website: www.BetterWayCPA.com and can provides services from coast-to-coast
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2023-04-2636 minThe CPA Advisory ShowTax Season After Action ReviewDescription coming soon!
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2023-04-191h 00The CPA Advisory ShowBuilding & Scaling a Fractional CFO Service with Andrew CarrollDescription coming soon!
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2023-04-1255 minThe CPA Advisory ShowWhat Effective Financial Leadership Looks Like In A Crisis with Mike Moise
This podcast episode features special guest Mike Moise (@mavidormike on Twitter). We discussed various topics related to running an accounting firm, including the importance of being a wartime advisor or CFO, focusing on clients that add value to the firm, and the challenges of forecasting cash flow. The conversation emphasized the need for proper bookkeeping and tracking to be able to answer questions from board members and stakeholders. We also discussed the increasing demand for fractional CFO advisory work and the importance of being able to influence the finance function at customer companies. Be sure to check out what M...
2023-04-0556 minThe CPA Advisory ShowThe CPA, AICPA & the Value of an Awesome Community with Sandy JohnsThis podcast episode features special guest Sandy Johns (@SandyRevolution on Twitter) about various topics related to accounting and advising. The conversation covers topics such as the value of advising customers, the benefits of forming small groups to discuss issues, and the importance of staying up-to-date with industry news and trends. The Jeremy, Chris and Sandy also share personal anecdotes and insights throughout the episode. The main topics of the episode are:
Our advisory roles and how we do (or not) market our services based on it.
The benefits of being part of a small firm group and how...
2023-03-291h 12The CPA Advisory ShowEver heard an accountant rap before? Featuring special guest Scott ScaranoJeremy and Chris are going back to high school with special guest, the Scott Scarano (@scottscarano on Twitter). Scott is the janitor at Accounting High (also https://www.accountinghigh.com/). He's also the only accountant we know that raps. Stay tuned until the end of the episode for the world premiere of Scott's new rap song! The key takeaways from the episode are:
Why and how accountants that think outside the box will thrive
The rise of the gig economy and how it will impact the profession
How does Scott define CAS?
Soft skills for accountants? Really?
How focu...
2023-03-221h 08The CPA Advisory ShowCan you provide advisory services without controlling the quality of the numbers?Description coming soon!
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2023-03-1557 minThe CPA Advisory ShowHow Kelly Ward Goes Above and Beyond for Her Clients in AlaskaIn this episode of the CPA Advisory Show, Chris Hervochon, CPA, CVA and Jeremy Wells, CPA, EA are joined by special guest Kelly Ward (@kellywardcpa on Twitter) to discuss the current trends in cloud accounting. They discuss how to package and price services, the challenges of remote staffing, and how to find support in the profession. They also provide a shameless plug for their earlier episode, "Feeling Lost In Running Your Firm? Here's How to Get Help." Tune in to hear more about the ever-changing accounting landscape.
The top takeaways from the episode are:
How the...
2023-03-081h 04The CPA Advisory ShowAre You a Fractional CFO or Consultative Advisor? A deep dive with Mark Gandy.Description coming soon!
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2023-03-011h 02The CPA Advisory ShowWhat can an effective sales process look like in a modern accounting firm?Description coming soon!
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2023-02-2258 minThe CPA Advisory ShowHow to Exponentially Grow a Tax Advisory Firm with Ryan BakkeDescription coming soon!
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2023-02-1654 minThe CPA Advisory ShowStarting & Merging a Xero-based Bookkeeping Firm with Trinity ScottDescription coming soon!
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2023-02-0854 minThe CPA Advisory ShowThe State of The Accounting Profession with Blake OliverDescription coming soon!
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2023-02-011h 01The CPA Advisory ShowCan a Chief Operating Officer help you grow your firm with Tom MillerDescription coming soon!
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2023-01-2556 minThe CPA Advisory ShowWhen should you stop working from home and get an office?Description coming soon!
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2023-01-181h 02The CPA Advisory ShowHow to Automate Advisory Services with ChatGPT, GPT-3 and MakeIn this episode of the podcast, Jeremy and Chris dive into the ChatGPT craze based on this video that Chris posted on Twitter/YouTube. The key takeaways from the episode are:
What is ChatGPT and what isn’t it?
What are some ideas to embed GPT-3 and Chat GPT into advisory services?
What is the difference between GPT-3 and ChatGPT?
What are some of the risks with using ChatGPT and GPT-3 in your firm?
What questions would ChatGPT ask an accountant about ChatGPT?
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
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2023-01-111h 13The CPA Advisory ShowUnpacking The Subscription Business Model For Firms with Ron BakerJeremy and Chris are kicking off 2023 with a bang with special guest, the legendary Ron Baker (@RonaldBaker on Twitter). Ron is the co-host of The Soul of Enterprise podcast, along with friend-of-the-show Ed Kless, Ron is also the author of 7 best selling books, soon to be 8 with Time's Up, and a true thought-leader in the profession. The key takeaways from the episode are:
The difference between a subscription model and a recurring fixed fee model
"Plusing" your services and selling the promise of enhanced future value
KPIs for the subscription model
The P&L for this model gets...
2023-01-041h 05The CPA Advisory Show2022 Year-End Wrap-UpIn this episode of the podcast, Jeremy and Chris reflect on 2022 and what it has been like starting a podcast. The key takeaways from the episode are:
What we learned starting a podcast in 2022
Our favorite episodes that we recorded this year and some key takeaways
Where we are taking the podcast in 2023
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon
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2022-12-2854 minThe CPA Advisory ShowWhy Accounting Firms Are Great Investments & How to Acquire One with Patrick DichterIn this episode of the podcast, Jeremy and Chris speak with special guest Patrick Dichter (@PatrickDichter on Twitter). Patrick is not an accountant by trade, but saw an opportunity to acquire and operate accounting firms. The key takeaways from the episode are:
Why accounting firms are a good investment - an outside perspective
Key considerations when acquiring a firm
The three components of change management
What makes a firm an attractive acquisition, especially for a non-CPA
Key considerations when combining firms
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris...
2022-12-2149 minThe CPA Advisory ShowFeeling Lost In Running Your Firm? Here's How to Get Help.Running a firm can be lonely. And stressful. In this episode of the podcast, Jeremy and Chris discuss what type of help you might need and where to get it. The key takeaways from the episode are:
The 7 focus areas in your firm where you are likely to need help.
Resources to get help on these focus areas
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon
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2022-12-151h 03
Future Driven PodcastFuture Driven - Episode 46: Chris HervochonWelcome to episode 46 of Future Driven! This week, Adam Lejeunekopp spoke with Chris Hervochon, CPA, CVA, LLC.
After achieving an undergraduate degree in accounting, Chris briefly played professional golf in 2006, 2007, and 2008. Then, he spent over three years in forensic accounting and seven years in corporate accounting. In 2011, Chris got his CPA license and started his current business as a side hustle, where he did tax returns for family and friends and book kept. In 2018, he decided to dedicate himself to his business full-time.
Chris Hervochon, CPA, CVA, LLC specializes in virtual CFO services for marketing...
2022-12-1223 minThe CPA Advisory ShowNot Sure Which KPIs to Track In Your Firm? We Have 10 Ideas.In this episode of the podcast, Jeremy and Chris each discuss the KPIs they keep track of in their firms. The key takeaways from the episode are:
The top 5 KPIs that both Jeremy and Chris (10 total) keep track of
What KPIs are used for
What makes a good KPI
The data sources in their firms that allow them to measure their KPIs
The benefits of tracking quantitative and qualitative KPIs
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon
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2022-12-071h 00The CPA Advisory ShowIs Your Customer Discovery Process Costing You Money?In this episode of the podcast, Jeremy and Chris discuss Black Friday and Cyber Monday and why your firm should be offering discounts (j/k no it shouldn't). They also dive deep into the customer discovery process. The key takeaways from the episode are:
Whether or not your firm should be offering discounts to drum up new business
The ways your firm is unintentionally discounting your services
The benefits of a solid customer discovery process in your firm
Ideas for a successful customer discovery process
Who should be managing the discovery process in your firm?
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2022-11-3053 minThe CPA Advisory ShowUnpacking The 2022 Practice Excellence ReportIn this episode of the podcast, Jeremy and Chris unpack the 2022 Practice Excellence Report, talk about their experiences with their AICPA PCPS Small Firm Groups and how they are preparing their firms for the year ahead. The key takeaways from the episode are:
What is an AICPA Small Firm group and how can it be helpful?
All about the "dip" (years 2 to 5)
What should your expectations be for your firm as you're starting out solo and looking to grow?
What is the definition of "firm excellence?"
Ideas for the year ahead to move your firm forward
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2022-11-231h 00The CPA Advisory ShowHow to Build a High Value Tax Advisory Firm with Jackie MeyerIn this episode of the podcast, Jeremy and Chris speak with special guest Jackie Meyer (@JackieMeyerCPA on Twitter). Jackie is a tax advisory savant and also the founder of a tax planning software, TaxPlanIQ. The key takeaways from the episode are:
How to identify ideal clients for your advisory services
What a profitable tax advisory engagement looks like
How to set boundaries in your firm and with your clients
The first tactical step to move yourself from “stuck” to a profitable, manageable firm
How software can assist in a tax planning engagement
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2022-11-1650 minThe CPA Advisory Show25 Automation Ideas to Enhance Advisory Services with Chad DavisIn this episode of the podcast, Chris nerds out (in Jeremy's absence) with special guest Chad Davis (@ChadDavis on Twitter). Chad needs no introduction as an automation pioneer in the accounting space and a co-host of the Automation Town podcast. The key takeaways from the episode are:
25(ish) ideas for automation to enhance your advisory offering
Do you need to be an automation expert to make headway?
Apps you can use to create automation without knowing how to code
Examples of how to think through how to automate a process
Is automation in an advisory practice limited to...
2022-11-091h 01The CPA Advisory ShowAcquiring a Firm with Rachel FischIn this episode of the podcast, Jeremy and Chris speak with special guest Rachel Fisch (@FischBooks on Twitter). Rachel is #TaxTwitter famous, is known for speaking all over the place and is the new owner of Realty Tax. The key takeaways from the episode are:
What types of accountants are best equipped to deliver CAS?
How Rachel identified a firm to acquire
The types of experience and knowledge Rachel thinks are key to the acquisition process
The difference between being “in the cloud” vs. having a cloud mindset
Rachel’s plan and rationale for transforming her firm going forwar...
2022-11-021h 04
7 Figures Club: A Business Growth Podcast153: Cash Flow Strategies! (w/ CFO/CPA Genius CHRIS HERVOCHON!)In this episode, Chris Hervochon shares some really fascinating insights about business - including service-based businesses with a subscription-based model. He shares some insights about the importance of paying close attention to our world in order to pivot as needed. He also talks about the important concept of asking clients and teammates alike for ideas for growth possibilities. Chris shares the simple concepts surrounding cash flow.
He expands on some tools and perspectives to maximize results in an ever-changing world and economy. He shares insights about profit margin targets and managing cash flow along with what a CFO...
2022-10-2831 minThe CPA Advisory ShowGoing From Firm Owner to SaaS Entrepreneur with Kelly MannIn this episode of the podcast, Jeremy and Chris speak with special guest Kelly Mann (@TheCPAMann on Twitter). Kelly is a 2018 graduate of the AICPA Leadership Academy, firm owner and now a SaaS entrepreneur (AuditMiner). The key takeaways from the episode are:
The high-level steps Kelly took to start a technology company
How to "move off the solution" and listen to your current and potential customers
The direction of technology in the accounting space based on Kelly’s experience at the AICPA Executive Roundtable
Why small firms are the way of the future
Why “not having enough time” isn’t...
2022-10-2651 minThe CPA Advisory ShowHow CPAs Can Participate in M&A Advisory with Alan HettingerIn this episode of the podcast, Jeremy and Chris speak with special guest Alan Hettinger (@AlanHett on Twitter) on a wide range of topics. Alan is an Accounting Manager for, and specializes in, a SaaS company. The conversation starts with Alan's thoughts as far as how software will impact the accounting industry, then transitions into an in-depth conversation about how accountants can add value during the mergers and acquisition (M&A) process. If you're offering advisory in your firm, this is sure to be a valuable conversation. The key takeaways from the episode are:
Alan's thoughts on the...
2022-10-1953 minThe CPA Advisory ShowSubscriptions For Professional Service Firms with Attorney Jon TobinIn this episode of the podcast, Jeremy and Chris speak with special guest Jon Tobin (@jontobinla on Twitter). John is a California-based attorney who offers subscription-based legal services. If attorneys can offer subscription-based services, so can accountants. The key takeaways from the episode are:
Why John decided to move away from the billable hour
Modeling capacity for a professional services firm that’s just getting started with an alternative revenue model
The metrics to track for profitability of subscription services in a professional services firm
How to get over the fear of moving to a new revenue model
Wh...
2022-10-1252 min
AIGA Design PodcastDesign Adjacent with Chris Hervochon, Better Way CPA, virtual CFO for marketing and creative agencies and nonprofit organizationsOn this episode of AIGA Design Adjacent…Moving from hobby to work, taking advantage of the experts in your corner, value of a business coach, investing in yourself, making data work for you, and being helpful with Chris Hervochon, Better Way CPA, Virtual CFO for marketing and creative agencies and nonprofit organizations
Chris Hervochon, CPA, CVA is the sole proprietor of his CPA firm. Chris Hervochon provides outsourced accounting and tax preparation for small businesses and individuals. Before starting his own CPA firm, Chris spent ten years between forensic accounting and corporate accounting and finance. He has be...
2022-10-0636 minThe CPA Advisory ShowBudgeting As A Service (BaaS?)In this episode of the podcast, Jeremy and Chris discuss the what and how of offering business budgeting services to customers. The key takeaways from the episode are:
The timing and process of putting together a budget for customers
The tools you can use to build budgets for your customers
The difference between budgeting and forecasting and how they apply to CAS
What does coherence mean within the context of a budget?
How to bill customers for budgeting services
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Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on...
2022-10-0554 minThe CPA Advisory ShowEfficient or effective? Profitability in accounting firmsAs accountants, we want to make sure our firms run efficiently and profitably, but are those the right goals? Jeremy and Chris make a case for pivoting to effectiveness rather than efficiency and discuss how to measure effectiveness in your firm.
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon
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2022-09-2853 minThe CPA Advisory ShowTo Change The Accounting Profession, First Change The Language with Ed KlessIn this episode of the podcast, Jeremy and Chris welcome knowledge economy extraordinaire Ed Kless (@edkless on Twitter) to the podcast. Ed, along with his co-host Ron Baker, hosts The Soul of Enterprise podcast every Friday. Ed is a staple at accounting conferences as an engaging presenter and has been a pioneer in notable areas such as timesheets and value pricing. The key takeaways from the episode are:
The top books for new firm owners and those firm owners that want to throw out their timesheets
Why we need to thoroughly explore what matters before we explore the “ho...
2022-09-211h 01The CPA Advisory ShowPractice Management Software vs. Ticketing Software For Firm ManagementIn this episode of the podcast, Jeremy and Chris talk about their different approaches to workflow management, capacity management and engagement management. The key takeaways from the episode are:
· How ticketing software can be used to manage the workflow of a firm.
· What is practice management software?
· What’s the difference between practice management software and project management software?
· The importance of tracking the history of client engagements – digitally!
· How these platforms can help you share information across the team
· Are we still using email or are we using one of these other systems?
· How does the month end close t...
2022-09-1448 minThe CPA Advisory ShowThe Month-End Close Process For CASIn this episode of the podcast, Jeremy and Chris talk about their different approaches to closing the books for clients within their CAS services. The key takeaways from the episode are:
What is the purpose of the month-end close?
What processes are included in the month-end close?
What tools do we use during the close process?
What does the timing of the close look like?
Use cases for bots in the close process
Follow Jeremy Wells on Twitter @jwellscfo and Chris on Twitter @chrishervochon.
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2022-09-0745 min
Marketing Expedition Podcast with Rhea Allen, Peppershock MediaThe Importance of Proper Accounting Systems with Chris Hervochon | Marketing Expedition PodcastChris Hervochon, CPA, CVA is the sole proprietor of his own CPA firm, which provides outsourced accounting and tax preparation services primarily for marketing and creative agencies. Before founding his firm, Chris spent ten years working in forensic accounting and corporate accounting, and finance. He has been featured in numerous publications, including Journal of Accountancy, South Carolina CPA Report, AICPA Certificates Wall of Fame, Accounting Today, AMEX Open Forum, LendingTree, CMSWire, CEO Blog Nation, and WinSavvy, as well as a number of podcasts, for his industry-specific knowledge and accounting expertise. In 2018, Chris was one of only 41 CPAs honored by...
2022-09-0138 minThe CPA Advisory ShowOffering & Pricing New ServicesIn this episode of the podcast, Jeremy and Chris talk about how to decide when to offer a new service in your firm and how to price it. The key takeaways from the episode are:
What services should you, or shouldn’t you offer and why?
What’s the first question you should yourself before offering a service to the marketplace?
How to price a new service offering when you don’t have any experience delivering it.
How do new services interplay with the subscription model?
How to "buy" the ability to have your clients be your guinea pig.
...
2022-08-3141 minThe CPA Advisory ShowTrust-based Marketing with Shannon Weinstein, CPAIn this episode, for the first time ever, we have a guest with their own #1 podcast (in Nmibia!). Shannon Weinstein, CPA is the owner of Fitnancial Solutions, a virtual CPA firm providing CFO and tax strategy services to entrepreneurs. There are a ton of takeaways in this episode, among them:
Can subscription models work with any industry niche?
How to build trust with clients
How Shannon sold $20K in services last month with text message marketing (it's not what you think)
Should you firm use a copywriter? A copywriter...what!?!?
Newsletter marketing (don't call it a newsletter!)
Leveraging "...
2022-08-2554 min
Keep What You EarnHow Data and Automation Help You Scale with Chris Hervochon, CPA CVAAutomation, data collection, and data analysis are all key factors in creating efficiency and scalability for small businesses. This is important because, in business, time is money. So creating more efficiency means saving more money. This is why I am so excited to share Chris Hervochon with you. Chris is a Certified Public Accountant (CPA) and a Certified Valuation Analyst (CVA) who provides outsourced accounting and tax preparation services for small businesses and individuals. Before founding his firm, Chris spent ten years working in forensic accounting, corporate accounting, and finance. He has been featured in several publications, including the...
2022-08-1822 minKeep What You EarnHow Data and Automation Help You Scale with Chris Hervochon, CPA CVAAutomation, data collection, and data analysis are all key factors in creating efficiency and scalability for small businesses. This is important because, in business, time is money. So creating more efficiency means saving more money. This is why I am so excited to share Chris Hervochon with you. Chris is a Certified Public Accountant (CPA) and a Certified Valuation Analyst (CVA) who provides outsourced accounting and tax preparation services for small businesses and individuals. Before founding his firm, Chris spent ten years working in forensic accounting, corporate accounting, and finance. He has been featured in several publications, including the...
2022-08-1822 minThe CPA Advisory ShowEfficient and Effective Operations For Professional Service Firms with Alyson CaffreyAlyson Caffrey of Operations Agency, is the founder of Operations Agency and co-creator of the Operations Simplified™ Framework. As a fractional COO for many high-growth businesses, Alyson fell in love with the results that clear ops bring to a service business. She and the team at Operations Agency are determined to help businesses thrive profitably, serve more clients and create high-performing teams. When it comes to streamlining the operations of a professional services firm, Alyson knows her stuff. Additionally, her website has a ton of free resources which we encourage you to check out.
In this episode Jer...
2022-08-1752 minThe CPA Advisory ShowBuilding a "Functional Ponzi Scheme" (Offshoring) with Michael Meihaus, part 2In this episode of the CPA Advisory Show Jeremy and Chris talk again with Michael Meihaus, CPA for another interesting discussion:
What was it like to build out an office overseas?
What are the common pitfalls of managing an offshore staff?
How is managing an offshore staff different than managing a U.S.-based staff?
What should we be thinking about with data security when we offshore?
Tips for interviewing offshore talent
You can find Jeremy (@JWellsCFO) and Chris (@ChrisHervochon) on Twitter.
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2022-08-1042 minThe CPA Advisory ShowSubscription Offerings for CAS and Tax ServicesIn this episode of the CPA Advisory Show Jeremy and Chris will discuss:
What is a subscription model in an accounting firm?
Can tax work be done on a subscription basis?
Should subscription services have limits?
What are some ideas to mitigate sources of friction in subscription services?
Can you do subscriptions without having a niche?
Some ideas to manage capacity within a subscription type model.
Thoughts on managing team members in a firm that is subscription focused.
You can find Jeremy (@JWellsCFO) and Chris (@ChrisHervochon) on Twitter.
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2022-08-0344 minThe CPA Advisory ShowBuilding a "Functional Ponzi Scheme" with Michael Meihaus, part 1Full disclosure: Yes, this title is clickbait but we all agreed it was a funny moment from the podcast.
Michael Meihaus is the owner and founder of Meihaus CPA, PC. Michael's firm is relatively new and specializes in employee benefit plan (EBP) audits. In this wide-ranging conversation we covered:
· What nudged Michael to start his own firm?
· What are employee benefit plan (EBPs) audits, for those of us not in the know?
· Michael’s business development strategy for new firm owners
· How to create your own “functional Ponzi scheme”
· Th...
2022-07-2756 minThe CPA Advisory ShowOur Top Books to Learn and Deliver Advisory ServicesIn this episode, both Jeremy and Chris provide their respective "top 5" lists to learn and deliver advisory services. There is a good mix of books that cover both technical and soft skills, but it may surprise you just how much these books fall into the latter category. Both Jeremy and Chris provide their top takeaways from each book and engage in meaningful back and forth.
Regardless of whether you read these books or not, there are plenty of takeaways that you can use to run a better CAS (or is it CAAS?) practice.
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2022-07-201h 01The CPA Advisory ShowThe Intersection of CAS and Corporate Finance with Andrew LynchIn this episode of the CPA Advisory Show Jeremy Wells (@JWellsCFO) and Chris Hervochon (@ChrisHervochon) welcome special guest Andrew Lynch (@AndrewGLynch). This episode unpacks what it's like to work in a corporate FP&A environment and how that translates into delivering CAS services.
Some key takeaways from the episode:
How to get good at bridging technical gaps between technical and non-technical consumers
How FP&A applies to advisory
How to think about adding non-financial metrics to your client’s reporting
Why cloud-based reporting systems is important for automation and business intelligence
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2022-07-1346 min
The CPA Advisory Show"CAS 2.0" with Gary Wood, CPAWe're at CAS 2.0 now? What happened to 1.0? In this episode we will explore exactly what CAS 2.0 is with our special guest Gary Wood, CPA and how we went from CAS 1.0 to CAS 2.0, seemingly overnight.
Gary is a firm owner from Ozark, Missouri (home of the Langmores!) that bought a legacy tax shop and turned it into a modern firm. Gary leveraged the existing client base and his firm is now 70% CAS and thriving. Gary is also a proud alumni of the AICPA Leadership Academy, Class of 2018, along with our co-host Chris Hervochon.
In this episode, we...
2022-07-0640 min
The CPA Advisory ShowAccounting Data and Pretty Pictures. Adding Dashboards to Your Advisory ToolboxIn this episode of the CPA Advisory Show (CAS) we talk about dashboards and how to implement them into your advisory toolbox. We’ll cover the advisor’s common questions, such as:
How do I choose an analytics or visualization tool?
What metrics should I include on the dashboard?
Do clients even like dashboards?
And so much more. Tune in and find out.
If you like this episode, please subscribe to the show and leave a review so we can grow our audience and keep this thing going.
Finally, don’t forget to follow us...
2022-06-2931 minThe CPA Advisory ShowHow Logan Graf Started With Tax and is Moving Into CASOur first guest! In this very special episode of the CPA Advisory Show (CAS) we met up with Logan Graf of The Graf Tax Co. PLLC at AICPA ENGAGE 2022 to talk about Logan's experience starting his tax-first firm and his move into offering Client Accounting Services (CAS). We also talk about Logan's TikTok skills and dancing prowess. Seriously. Logan is a must follow on Twitter @LoganGrafTax.
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2022-06-2233 minThe CPA Advisory ShowHow to find and keep CAS clientsJeremy and Chris review what CAS means:
C: Client/Cloud
A: Accounting/Advisory
S: Services
They discuss who should lead the relationship between advisor and client and how they decide whether to work with a prospect or not.
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2022-06-0833 minThe CPA Advisory ShowWhat does CAS mean to you?Jeremy Wells, CPA, EA, and Chris Hervochon, CPA, CVA, sit down to discuss what CA(A)S means to them in this inaugural episode of The CPA Advisory Show. Chris and Jeremy each run their own small accounting and advisory firms.
They settle on a simple call to action for current and future advisors: “Just be helpful.”
This episode’s actionable steps to increase your firm’s advisory value:
From Chris: Reach out to your clients and ask them what's going well, what's not going well, and how can we be most helpful.
Fr...
2022-06-0135 min
The CPA Advisory ShowTrailerHi, I'm Jeremy Wells, CPA, cohost of the CPA Advisory Show. Along with my co-host Chris Hervochon, CPA, we'll be talking about advisory services, building and running an advisory firm, and how we use advisory services to help our clients. We look forward to sharing many great episodes with you. Thanks for listening.
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2022-05-2500 min
The Profit Playbook with Tyler NarducciBecoming a MORE PROFITABLE Agency with Chris Hervochon ｜EP69In this episode, Host Tyler Narducci talks with Chris Hervochon CPA. Chris is the sole proprietor of his own CPA firm that provides outsourced accounting and tax preparation services to marketing and creative agencies. Before founding his firm, Chris spent ten years working in forensic accounting, corporate accounting, and finance. He has been featured in numerous publications, including the Journal of Accountancy, Accounting Today, and AMEX Open Forum. In 2018, Chris was one of only 41 CPAs honored by the American Institute of CPAs as a member of the Leadership Academy’s graduating class. And in 2019, Chris was selected as one of...
2022-05-051h 02
What's Your "And"?439: Chris Hervochon is an Accountant & Golfer [podcast]Chris Hervochon, owner of Better Way CPA, talks about his passion for golfing, his college golfing career, and how his experience in golf has helped him in his career as a CPA and entrepreneur! He also talks about the importance of establishing connections with co-workers in a virtual environment!
2021-11-2425 min
AccountableHow You Can Leverage Today's Virtual Environment for Your Firm, with Chris Hervochon, CPA, CVAThis week on Accountable, Dave chats with Chris Hervochon, a CPA from Hilton Head, South Carolina. They chat about Chris' unique service offerings, how to navigate a changing financial planning landscape, and more. Connect with Chris on LinkedIn hereVisit Chris' Firm at Visit us at https://www.davidpetersfinancial.com/Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at https://www.petersprofessionaleducation.com!*Required Disclosures*Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA. Advisory services offered through Ca...
2021-10-2529 min
Chats with ChipCWC 77: Managing your agency’s financials for better results (featuring Chris Hervochon)
Chris Hervochon, a CPA with extensive experience working with small agencies, shares his advice on how to manage your business more effectively by understanding and using your financial reports.
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2021-06-2430 min
The Good Advice Podcast: Do Business Better with Blake Binns#193 - Chris Hervochon, on the Financial Health of Your BusinessIs there a better way to manage the financial health of your business? Chris Hervochon joins the podcast with his best insights on how to get a grip on the dollars and cents in your business.
Find out more at https://www.betterwaycpa.com/.
Enjoy this episode? Be sure to support the podcast via our Patreon at Patreon.com/GoodAdvice.
2021-06-1429 min
Ways to Love Your MoneySeason 5, Episode 20: Chris HervochonCheck out this week's episode with CPA expert, Chris Hervochon, and find out the best tips for being in the field as well as how to upgrade your relationship with money!
2021-06-1120 min
Chats with ChipManaging your agency's financials for better results (featuring Chris Hervochon)Chris Hervochon, a CPA with extensive experience working with small agencies, shares his advice on how to manage your business more effectively by understanding and using your financial reports.
2021-06-0730 min
Shock Your PotentialThe Power of Reserves, Pipeline & Capacity - Chris HervochonWhat is keeping you up at night about your business? Our guest today knows that often, the cause of insomnia is rooted in not having a solid financial business plan.
Chris Hervochon, CPA, CVA is the sole proprietor of his CPA firm. He provides virtual CFO and tax services, primarily for marketing and creative agencies. Before starting his own CPA firm, Chris spent ten years between forensic accounting and corporate accounting and finance. He has been featured in publications such as the Journal of Accountancy, Accounting Today, The Innovative Agency Podcast, AMEX Open Forum, LendingTree, and many m...
2021-04-2328 min
Advance Your Art: From Artist to Creative EntrepreneurEp208 Chris Hervochon - From Professional Golfer to Founder of Better Way CPAMEET CHRIS HERVOCHON:Chris Hervochon, CPA, CVA is the sole proprietor of his own CPA firm, provides outsourced accounting and tax preparation services primarily for marketing and creative agencies.Before founding his firm, Chris spent ten years working in forensic accounting and corporate accounting and finance. He has been featured in numerous publications, including Journal of Accountancy, South Carolina CPA Report, AICPA Certificates Wall of Fame, Accounting Today, AMEX Open Forum, LendingTree, CMSWire, CEO Blog Nation, and WinSavvy, as well as a number of podcasts, for his industry-specific knowledge and accounting expertise.In 2018...
2021-03-0434 min
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 min
Business, Life, & Coffee | Personal Development and Success Tips for Entrepreneurs279 - How to Scale Your Business Using Data, w/ Chris Hervochon and Joey PriceLike this episode? Why not send me a tweet or DM and Subscribe!
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2020-12-2922 min
P is for ProfitChris Hervochon | Understanding Your Cash Flow StatementOn this week’s episode of P is for Profit, we speak with Chris Hervochon, a CPA and the owner of Better Way CPA, which provides outsourced accounting and tax preparation services. This episode is all about cash flow and how to improve the cash that your business generates.“At the end of the day, your business has to generate cash because you can't pay for your mortgage in anything but cash. You can't pay for the grocery bill in anything but cash. You can't pay your employees in anything but cash. It's got to turn into...
2020-11-1117 min
Scaling Up ServicesChris Hervochon, Owner, Chris Hervochon, CPA, CVAChris Hervochon, CPA, CVA is the sole proprietor of his own CPA firm, provides outsourced accounting and tax preparation services primarily for marketing and creative agencies.
Before founding his firm, Chris spent ten years working in forensic accounting and corporate accounting and finance. He has been featured in numerous publications, including Journal of Accountancy, South Carolina CPA Report, AICPA Certificates Wall of Fame, Accounting Today, AMEX Open Forum, LendingTree, CMSWire, CEO Blog Nation, and WinSavvy, as well as a number of podcasts, for his industry-specific knowledge and accounting expertise. Learn more about your ad choices. Visit megaphone...
2020-10-2232 min
The Minding Your Business Podcast#210 - Chris Hervochon, CPA, CVA & Principal of Better Way CPAWhy is the relationship with your CPA uber important?! There are several reasons, whether personally and/or professionally to work closely with yours, and here to cover it all is Chris Hervochon! We discussed his background, how we got into accounting, working with clients during the pandemic, what you should be doing with your business whether large or just launching, the importance of family to the lifestyle of operating a business, and much more!ABOUT CHRIS:Chris Hervochon, CPA, CVA is the soleproprietor of his own CPA firm, providesoutsourced accounting and tax...
2020-10-2038 min
CPA Review & MoreNavigating PPP Loans, AI, Politics and More with Chris HervochonChris Hervochon returns to talk to Phil about how he and his team have been handling COVID and helping clients through the complicated waters of the PPP Loan. Phil and Chris also touch on other subjects involving the ever-changing tax code & the affect of AI & bots on CPA firms.
2020-09-2938 min
808 Podcast#376 Chris Hervochon - Chris Hervochon, CPA, CVA LLCChris the owner of Chris Hervochon, CPA, CVA LLC tell to how to get more out of your business and gives you tips on cash flow management.
You can check him out at https://www.BetterWayCpa.com/
2020-07-0907 minCPA Review & MoreStarting Your Own Practice with Chris HervochonChris Hervochon, CPA, a 2019 40 under 40 accounting influencer, recently struck out on his own to start his own practice. Find out what motivated him and how he taught himself the right skills he needed to make the plunge.
2020-05-0541 min
The Agency Profit PodcastAgency Accounting 101 with Chris Hervochon - Episode 27About Chris Hervocohon:Chris Hervochon is often referred to as the Michael Jordan of accounting. A graduate from Elon University with a degree in Accounting and minor in Finance. He is a Certified Public Accountant (CPA) in South Carolina and Pennsylvania, and also holds the Certified Valuation Analyst (CVA) certification. A Certified QuickBooks Online ProAdvisor, and have earned the Data Analytics Executive Certificate from the AICPA.In 2018, he was one of only 41 CPAs honored by the AICPA as a member of the Leadership Academy’s tenth graduating class. In 2019, I was named as one of CP...
2020-02-1949 min
Sage Advice PodcastThought Leader - Chris Hervochon on improving the CPA customer experienceChris Hervochon is the founder and principal at Better Way CPA. He provides tax planning, preparation, and virtual CFO services for small businesses and individuals. He specializes in advertising, marketing, and creative agencies. He was named to the CPA Practice Advisor 40 Under 40 for 2019. We spoke at that event last year.
2020-02-1307 min
Build a Better Agency PodcastAgencies and accounting can be friends with Chris HervochonMost of us didn’t major in math or accounting. In fact, many of us were drawn to our industry because it wasn’t math centric! Unfortunately, agency leaders are not math exempt. Without proper financial data, it’s impossible to successfully run a profitable agency. This means your accounting partner, in-house or not, should be your constant companion. Many agencies are exploring an outsourced accounting solution, just like most of us outsource our tax prep. But there is more to accounting than what meets the eye. Chris Hervochon is the founder of Better Way CPA that was bu...
2020-02-0349 min
Success Defined with Ben McDonaldSuccess Defined 016: Lessons from JPMorgan to Entrepreneurship- Chris HervochonFor 7 years, Chris Hervochon was happy working full time for somebody else while enjoying his side hustle. Finally one day during a meeting with a boss, something inside clicked and told Chris that it was time to do something else. That led to the creation of SOAR, a better way CPA.
Chris discusses some of his misperceptions going in to owning and running his own business. We talk about the evolution of building a brand, building word of mouth, and how he has seen the most success in getting more business for a new service company.
2019-05-3000 min