Shows
The Successful Bookkeeper PodcastEP485: Geni Whitehouse - The Secret To Making Clients Feel Smart & Seen - Part 2“But we just don’t have the time if we're on the gerbil wheel of doing the same thing over and over again every month is just a new month. Where do I find time to ask three or even one new question when I'm busy doing the stuff that I have to do, and we've got to focus our attention on fewer clients, but deeper work for those clients. And that's when we create the capacity to do the kind of work that matters to those clients.” -Geni Whitehouse In the finale of our two-part conver...
2025-08-0531 minThe Successful Bookkeeper PodcastEP484: Geni Whitehouse - The Secret To Making Clients Feel Smart & Seen - Part 1“Nobody knows what we're really doing, and so if we wanna increase the value of what we deliver, we've gotta break down those barriers to understanding and find ways to make the information meaningful and relevant to what they're trying to accomplish.” -Geni Whitehouse In part one of a two-part series, Geni Whitehouse, founder of The Impactful Advisor, shares her journey from tax and tech to transforming how accountants and bookkeepers connect with clients. In this interview, you’ll learn.. Why simple language builds stronger client connections The power of asking, ‘Where do you go t...
2025-07-2929 min
Accounting with Confidence Podcast42: Scaling New Heights 2025 RecapSend Beth a text!In this episode, I provide an in-depth recap of my experience at the Scaling New Heights conference in Orlando. From attending inspirational sessions and networking with other professionals to sharing personal anecdotes and obtaining awards, this four-day event was transformative for both my business and personal growth. Listen in to hear how the conference helped shape our firm's strategic planning and why it's important to find your tribe in the accounting industry.Geni Whitehouse, CPA.CITP: https://geniwhitehouse.com/Chaunte' Lowe O.L.Y. : https://www.chauntelowespeaks.com/David...
2025-07-0929 min
She CountsDo It AnywayNancy and Questian dive deep into the difference between fearlessness and courage, sharing vulnerable stories: about becoming a dancer at age 40, speaking to a room of hundreds of people, and starting their own businesses. They explore why saying "don't be afraid" misses the point—true courage isn't the absence of fear, but choosing to act despite it. From imposter syndrome to asking for money, they discuss the specific fears women in accounting face and offer practical tools, such as: affirmations; breaking down scary tasks; remembering your “why”; and borrowing confidence from mentors.SponsorsForwardly - http...
2025-07-021h 06
Protea ConversationsEpisode 37 - Geni Whitehouse - The Evolving Role of Accountants from the mouth of a trailblazerMeet Geni! In this conversation, Geni Whitehouse shares her insights on the evolving role of accountants, emphasizing the importance of communication, understanding client needs, and adapting to cultural differences. She discusses her experiences in the wine industry and how they have shaped her approach to client interactions. Geni highlights the need for accountants to focus on effectiveness over efficiency, the significance of training in communication skills, and the impact of technology on the profession. She also offers advice for new accountants and reflects on the future of the accounting industry. Takeaways ...
2025-06-1150 min
The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 125 - Geni Whitehouse’s Journey to Authentic Impact - The Woodard Report PodcastOn this episode Joe speaks with Geni Whitehouse about overcoming internal obstacles like perfectionism and imposter syndrome to create meaningful change in both life and career. Geni shares her journey from being a high-achieving CPA to finding fulfillment as a keynote speaker, urging listeners to pause, reflect, and ask themselves what they truly want. Her keynote at Scaling New Heights 2025 will challenge professionals to embrace self-awareness, trust their instincts, and courageously chart a new path that aligns with their values. About Geni Whitehouse Geni is a keynote presenter, winery consultant, author, advisory trainer, and President of...
2025-06-0431 min
The Unique CPACPA, Impactful Advisor and More: Find Passion and PurposeRandy Crabtree welcomes Geni Whitehouse, an influential figure in the accounting profession known for her diverse roles including founder of The Impactful Advisor, ITA president, and winery consultant, on Episode 209 of The Unique CPA. Geni talks about things that made a difference in her career trajectory, highlighting her transition from an uninspired CPA to a passionate advocate for enhancing the accounting profession and the experiences of everyone involved. She stresses effective communication, the power of humor in public speaking, and the need to connect and make an impact. Geni’s commitment to training and mentorship—and her experiences in stan...
2025-04-2928 min
Accounting Answers PodcastEmpowering Future Accountants: Skills for a New WorldEp: 29 Top experts answer: "Will the next generation of accountants be any different from their predecessors?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Will the next generation of accountants be any different from their predecessors?You'll hear insightful and passionate answers from these 5 experts and influencers:Geni Whitehouse | Keynote presenter, CPA, Winery consultant, President of Information Technology AllianceGreg Kautz | Finance and technology executive of a...
2025-03-1110 minAccounting Answers PodcastEmpowering Future Accountants: Skills for a New WorldEp: 29 Top experts answer: "Will the next generation of accountants be any different from their predecessors?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Will the next generation of accountants be any different from their predecessors?You'll hear insightful and passionate answers from these 5 experts and influencers:Geni Whitehouse | Keynote presenter, CPA, Winery consultant, President of Information Technology AllianceGreg Kautz | Finance and technology executive of a...
2025-03-1110 min
This Feels Right: TFR'Does Bacon Go with That?' Finding your Authentic Voice, 1 Listener at a Time with Geni WhitehouseTFR: This Feels Right welcomes Geni Whitehouse,a TEDx Napa Valley speaker, Founder at The Impactful Advisor, CPA, and self-proclaimed nerd who believes there’s magic in the numbers. I first saw Geni presenting at a conference in Arizona, where she captivated the room with her authentic voice and engaging stories—especially her humorous take on wine pairings like, “Does bacon go with that?" empowering professionals to connect deeply with their audiences and clients.✨ 3 Key Takeaways:1. Authenticity Wins: Why being yourself is your biggest asset, whether presenting or connecting with others.2. Find the...
2025-01-2831 minAccounting Answers PodcastBeyond the Balance Sheet: Accountants as Strategic PartnersEp: 9 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Are business owners any closer to receiving proactive advice from accountants? You'll hear insightful and passionate answers from these 5 experts and influencers:Geni Whitehouse | Keynote presenter, CPA, Winery consultant, President of Information Technology AllianceGreg Kautz | Finance and technology executive of a lease accounting...
2024-10-2208 minAccounting Answers PodcastBeyond the Balance Sheet: Accountants as Strategic PartnersEp: 9 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Are business owners any closer to receiving proactive advice from accountants? You'll hear insightful and passionate answers from these 5 experts and influencers:Geni Whitehouse | Keynote presenter, CPA, Winery consultant, President of Information Technology AllianceGreg Kautz | Finance and technology executive of a lease accounting...
2024-10-2208 min
Best MetricsBest Metrics for WineriesDive into the world of winery finances with Geni Whitehouse, a CPA with deep roots in Napa Valley's wine industry. Geni uncorks the complexities of managing a winery's books, from tracking multi-year production cycles to balancing farming costs against market fluctuations. She emphasizes the importance of understanding each winery's unique goals and shares insights on key metrics that can make or break a vintage. This episode offers a rich blend of financial wisdom and industry-specific knowledge, perfect for anyone looking to understand the business side of wine production.(00:00) - Best Metrics for Wineries
(00:39) - Meet Geni...
2024-10-0854 min
Accounting High224 Guide to Ground your Growth with Gratitude (feat. Tim Petrey, CPA)Episode 224
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FACULTY: Tim Petrey, CPA
CLASS: #TheGuide
In this episode of the podcast, Scotty interviews Tim Petrey, CPA about his approach to firm growth with gratitude. Tim shares his journey from washing semi trucks to building a successful CPA firm and several other ventures. Tim emphasizes...
2024-09-0836 min
IMA (Formerly FLCCC Alliance)#166 (Aug. 14, 2024) 'mRNA Vaccines in Animals and Food Supply Disruptions': FLCCC Weekly UpdateNever miss another webinar! Sign up for notifications here: https://covid19criticalcare.com/category/weekly-webinars/Learn more: https://covid19criticalcare.com/mrna-vaccines-in-animals/
Have you heard? mRNA vaccines in animals are on the horizon. That’s right—mRNA vaccines aren't just a hot topic for humans; they're starting to impact animals too, and that could mean big changes for our food supply. In this episode, FLCCC Senior Fellow Dr. Kat Lindley sits down with Dr. Brooke Miller, a cattle rancher and family doctor, and Dr. Karina Acevedo-Whitehouse, an expert in immunology and veterinary medicine.
These expert...
2024-08-151h 10Accounting Answers PodcastCollaborative Software: How Tech Best Serves AccountingEp: 93 Top experts answer: "What could the tech/software vendors do better to serve accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What could the tech/software vendors do better to serve accountants?You'll hear insightful and passionate answers from these 5 experts and influencers:Geni Whitehouse | Keynote presenter, CPA, Winery consultant, President of Information Technology AllianceGreg Kautz | Finance and technology executive of a lease accounting...
2024-07-1009 minAccounting Answers PodcastCollaborative Software: How Tech Best Serves AccountingEp: 93 Top experts answer: "What could the tech/software vendors do better to serve accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What could the tech/software vendors do better to serve accountants?You'll hear insightful and passionate answers from these 5 experts and influencers:Geni Whitehouse | Keynote presenter, CPA, Winery consultant, President of Information Technology AllianceGreg Kautz | Finance and technology executive of a lease accounting...
2024-07-1009 minAccounting Answers PodcastThe Accountant’s Horizon: Emerging Trends and TechnologiesEp: 71 Top experts answer: "What are your top 3 predictions for the accounting world in coming years?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What are your top 3 predictions for the accounting world in coming years?You'll hear insightful and passionate answers from these 5 experts and influencers:Geni Whitehouse | Keynote presenter, CPA, Winery consultant, President of Information Technology AllianceGreg Kautz | Finance and technology executive of a...
2024-06-1012 minAccounting Answers PodcastThe Accountant’s Horizon: Emerging Trends and TechnologiesEp: 71 Top experts answer: "What are your top 3 predictions for the accounting world in coming years?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What are your top 3 predictions for the accounting world in coming years?You'll hear insightful and passionate answers from these 5 experts and influencers:Geni Whitehouse | Keynote presenter, CPA, Winery consultant, President of Information Technology AllianceGreg Kautz | Finance and technology executive of a...
2024-06-1012 min
CPA Trendlines PodcastsGeni Whitehouse: Conquering Client ChaosWith Seth Finebergfor CPA TrendlinesGenie Whitehouse, CPA.CITP, the "Countess of Communication" for Brotemarkle, Davis & Co., LLP (BDCo), says you must meet your clients where they are and understand their personalities to better communicate with them. Doing so, she says, will provide the ultimate value for your clients.In this episode, Whitehouse discusses strategies for improving client communication and efficiency in tax preparation, emphasizing the importance of productivity tools, workflows, and shared files. Whitehouse highlights the need to tailor communication methods to meet client preferences and leverage new tools and technologies to...
2024-06-0555 minAccounting Answers PodcastFuture-Proof Finance: Navigating Accounting’s EvolutionEp: 65 Top experts answer: "What, if anything, will significantly change accounting in the next few years?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What, if anything, will significantly change accounting in the next few years?You'll hear insightful and passionate answers from these 5 experts and influencers:Geni Whitehouse | Keynote presenter, CPA, Winery consultant, President of Information Technology AllianceGreg Kautz | Finance and technology executive of a...
2024-05-3109 minAccounting Answers PodcastFuture-Proof Finance: Navigating Accounting’s EvolutionEp: 65 Top experts answer: "What, if anything, will significantly change accounting in the next few years?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What, if anything, will significantly change accounting in the next few years?You'll hear insightful and passionate answers from these 5 experts and influencers:Geni Whitehouse | Keynote presenter, CPA, Winery consultant, President of Information Technology AllianceGreg Kautz | Finance and technology executive of a...
2024-05-3109 min
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsUnlocking the Secrets of Advisory, Niching Down, and Communication w/ Geni WhitehouseIn this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Interesting: 52 Ways Even a Nerd Can Be Heard," discusses the latest trends in her membership base, the importance of niche advisory services, and effective communication strategies. Join us as we explore insights into talent acquisition and dive deep into various industry-specific ch...
2024-05-0928 min
Accounting Influencers PodcastPanel: Accounting Influencers on the Profession's FutureRob Brown discusses the future of accounting with special guests Davis Bell, Geni Whitehouse, Geoffrey Brown and Jason Blumer. The panel provides insights into the key challenges and opportunities facing accountants, from talent retention and technology adoption to redefining the role of the modern accountant.The conversation delves into the accounting profession's image problem, with the panel highlighting the need to better communicate the diverse career paths and meaningful work available to aspiring accountants. They also explore the shifts in firm ownership models, the rise of entrepreneurial mindsets, and the importance of accountants embracing a more advisory...
2024-04-2255 minAccounting Answers PodcastEmpowering Future Accountants: Skills for a New WorldEp: 29 Top experts answer: "Will the next generation of accountants be any different from their predecessors?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Will the next generation of accountants be any different from their predecessors?You'll hear insightful and passionate answers from these 5 experts and influencers:Geni Whitehouse | Keynote presenter, CPA, Winery consultant, President of Information Technology AllianceGreg Kautz | Finance and technology executive of a...
2024-04-1110 minAccounting Answers PodcastEmpowering Future Accountants: Skills for a New WorldEp: 29 Top experts answer: "Will the next generation of accountants be any different from their predecessors?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Will the next generation of accountants be any different from their predecessors?You'll hear insightful and passionate answers from these 5 experts and influencers:Geni Whitehouse | Keynote presenter, CPA, Winery consultant, President of Information Technology AllianceGreg Kautz | Finance and technology executive of a...
2024-04-1110 minAccounting Answers PodcastBeyond the Balance Sheet: Accountants as Strategic PartnersEp: 9 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Are business owners any closer to receiving proactive advice from accountants? You'll hear insightful and passionate answers from these 5 experts and influencers:Geni Whitehouse | Keynote presenter, CPA, Winery consultant, President of Information Technology AllianceGreg Kautz | Finance and technology executive of a lease accounting...
2024-03-1408 minAccounting Answers PodcastBeyond the Balance Sheet: Accountants as Strategic PartnersEp: 9 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Are business owners any closer to receiving proactive advice from accountants? You'll hear insightful and passionate answers from these 5 experts and influencers:Geni Whitehouse | Keynote presenter, CPA, Winery consultant, President of Information Technology AllianceGreg Kautz | Finance and technology executive of a lease accounting...
2024-03-1408 minAccounting Influencers PodcastWhat Links Compliance to Advisory for Accountants?Rob Brown interviews Geni Whitehouse, an accountant turned speaker, author, and trainer who helps CPAs make the transition from compliance work to becoming trusted advisors for their clients.They discuss why technology hasn't replaced accountants, the importance of communication skills for advisors, asking insightful questions, and overcoming the resistance many accountants have to expanding their services.Geni emphasizes that the future of the accounting profession depends on building deeper relationships with clients by uncovering their goals and turning financial data into meaningful insights.Key Takeaways:Technology like AI will augment the work...
2024-02-1233 min
Sage Thought Leadership PodcastThought Leader - Geni Whitehouse on how accountants will create value in the futureGeni Whitehouse is a CPA and the President of the ITA, the Founder of The Impactful Advisor, and a consultant to wineries in the Napa Valley. Whitehouse’s resume includes roles at Top 100 and niche accounting firms, accounting software developers, consulting and advisory practices, and private industry. In her role at the ITA, she has a mandate to help lead members through an unprecedented era of change, growth and transformation in the accounting and technology sectors, from ongoing staff shortages to private equity investment in firms to the swift entry of generative AI across sectors. Summary The...
2024-02-0109 minSage Thought Leadership PodcastThought Leader - Geni Whitehouse on how accountants will create value in the futureGeni Whitehouse is a CPA and the President of the ITA, the Founder of The Impactful Advisor, and a consultant to wineries in the Napa Valley. Whitehouse’s resume includes roles at Top 100 and niche accounting firms, accounting software developers, consulting and advisory practices, and private industry. In her role at the ITA, she has a mandate to help lead members through an unprecedented era of change, growth and transformation in the accounting and technology sectors, from ongoing staff shortages to private equity investment in firms to the swift entry of generative AI across sectors. Summary The...
2024-02-0109 min
Accountant's Flight PlanUnlocking the Magic of Advisory Opportunities for Accountants - Podcast with Geni WhitehouseIn this episode, I interview Geni Whitehouse, CPA, co-founder of Solve Services, and a Level 5 Advisor and Coach at www.TheImpactfulAdvisor.com. Geni is an advocate for unlocking the magic in numbers for business owners. Geni and I share a conversation about the current opportunities in advisory: Setting frameworks, showing accounting impact, and exploring niche services.
2023-12-2744 min
The StoryConnect PodcastMaking Boring Stories Interesting, With Geni WhitehouseGeni Whitehouse left a career in an accounting firm to help people tell their stories in a more interesting way. She says one key to making your stories more interesting is to understand the four types of personalities in your audience.Recorded live: at the NWPPA's NIC
2023-11-2916 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsDitching Fear To Build An Abundant Accounting Practice With Geni WhitehouseBreak free from the fear that's holding you back, and let your accounting practice soar over the rainbow of success. Join us in this eye-opening episode as our guest, Geni Whitehouse, shares her journey from a CPA firm partner trapped in a cycle of overwork and underappreciation to a thriving advisory expert and speaker. Geni shares the mindset shift that accountants might just need to create the accounting practice they’ve always dreamed of. She shares how difficult it was for her to get out of her hell loop, but then, with a wake-up call and a brave decision to...
2023-10-0134 min
Channel Up Your Marketing (The ISV Society)Use Humor to Break Down the BarrierIt's Episode 17 and I had the opportunity to chat with an Award-winning Keynote Speaker, Presenter, Winery Consultant, Author, Leader, as well as President of ITA.
Who is this amazing woman? Geni Whitehouse.
She wrote a book called How to Make a Boring Subject Interesting - 52 Ways Even a Nerd Can Be Heard
So I thought why not share the following:
Why you wrote the book ( the backstory)
Why 52 ways
Pick your top 5 to chat about
Learn more about Geni and buy the book.
Follow Geni
2023-09-1329 min
AccounTrends: The tax and accounting thought leadership podcastUnlocking the Secrets of Impactful Advisory ServicesWhat if you could gain the confidence to embark on an advisory journey and transition your business smoothly into this new venture? In our latest episode, we get to chat with Geni Whitehouse, the founder of Impactful Advisor, who generously shares her knowledge on consulting and advisory services. Geni, with her unique experiences and innovative approach, affirms the significance of operational and customer service elements in any successful advisory firm.Geni Whitehouse's step-by-step training course equips you with the right questions to ask your clients and the tools to navigate the intricacies of consulting and advisory services...
2023-09-1248 min
Enterprise Software PodcastEnterprise Software Podcast Episode 171 – ITA’s New President and Even a Nerd Can Be Heardhttps://traffic.libsyn.com/enterprisesoftwarepodcast/episode171.mp3
Geni Whitehouse:
LinkedIn / Twitter / Website
Even A Nerd home / Geni’s book via Amazon
ITA New President Press Release
ITA Fall 2023 Collaborative – St. Petersburg, FL
Brix Restaurant & Gardens
Brian Terrell
Domaine Carneros Winery
Monty Python: Lion Tamer Accountant
The post Enterprise Software Podcast Episode 171 – ITA’s New President and Even a Nerd Can Be Heard appeared first on Enterprise Software Podcast.
2023-08-0100 minAccounting High162 How to Run an Accounting Practice (How to RAAP) Pt 1: Introducing the AH Textbook (feat. Terrell Turner, CPA)Episode 162
Accounting High is supported by our Booster Club
Thank you LiveFlow! LiveFlow - Advanced financial reporting on autopilot. LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out:
https://www.liveflow.io/partnerships/accounting-high
Get 20% off for 3 months with promo code HIGH
FACULTY: Terrell Turner
CLASS: #How2RAP
TITLE: How to Run an Accounting Practice (RAP) Pt 1: Introducing the Book
In this podcast episode, Scott interviews Terrell Turner, the Accounting High Librarian, for the first episode of "How t...
2023-07-1156 min
IMA (Formerly FLCCC Alliance)#069 (August 17, 2022) Post-Vaccine Fertility, Political Homelessness and Censorship: FLCCC Weekly Update#069 (August 17, 2022) Post-Vaccine Fertility, Political Homelessness and Censorship: FLCCC Weekly Update
Dr. Naomi Wolf, author, former advisor to the Whitehouse, and firebrand founder and CEO of Daily Clout was our very special guest on this Weekly Update. Hosted by Betsy Ashton and joined by Dr. Pierre Kory and Dr. Paul Marik.
Dr. Wolf drops info bomb after info bomb, gleaned by her 3,500 tireless volunteers, from the tens of thousands of highly technical documents from Pfizer’s own vaccine trial data. Watch it now and please share it widely.
Formed by leading cr...
2023-07-091h 14Accounting High155 High Impact through Comedy, Technology, & Advisory (feat. Geni Whitehouse, CPA)Episode 155
Accounting High is supported by our Booster Club
Thank you LiveFlow!
LiveFlow - Advanced financial reporting on autopilot.
LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out:
https://www.liveflow.io/partnerships/accounting-high
Get 20% off for 3 months with promo code HIGH
FACULTY: Geni Whitehouse
CLASS: #CoolKids
TITLE: High Impact through Comedy, Technology, & Advisory (feat. Geni Whitehouse, CPA)
In this podcast episode, Scott interviews Geni Whitehouse, the founder of The Impactful Advisor. The episode d...
2023-06-231h 11
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 109 | A Quest For Value: The Importance Of Asking More Questions With Geni WhitehouseAsking more questions may seem obvious or even unnecessary, but it actually has the power to unlock your full potential as an accountant. In this episode, Geni Whitehouse, CPA and founder of The Impactful Advisor, discusses how asking more questions provides more value to both clients and accountants. She shares how being curious, caring, and concerned about our clients' lives and businesses can lead to significant changes in our practices. Geni also explains that asking important questions has the power to remove the psychological burden of accountants when dealing with their clients. Through this conversation, you can learn how...
2023-04-0135 min
Inside-Out Career Design PodcastExtraordinary Lessons from an Ordinary Woman with Geni WhitehouseExtraordinary lessons from an ordinary woman are what you'll find in this podcast episode. Geni is a shining example of how you don't have to have special talent to write a book, give a TEDx talk, become a well-paid professional, or even be a stand-up comedian to further your message and make an impact in the world.
But you do have to reach out, be persistent, and be willing to do uncomfortable things. She is the voice for ordinary people with the tenacity, willingness, and persistence to embrace their unique being and use that to their advantage...
2023-03-301h 05
Energy Stoners™ Cafe podcast'Numbers don't have to be scary' guest: Geni Whitehouse host: Toni QuestPublic speaker, author and accountant, Geni Whitehouse, is this week’s guest on the Energy Stoners™ Cafe podcast. As a Napa Valley winery consultant, and CPA, Geni is a self- proclaimed ‘nerd’. She helps bring the ‘notoriously boring’ subject of accounting to light. Through her advisory training programs, she assists her clients by helping them achieve their aspirations. Geni Whitehouse goes beyond mere tax preparation by understanding their aspirations. She discusses these topics and more with host Toni Quest. Guest: www.GeniWhitehouse.com Host: toniquesttv@gmail.com Energy Stoners™ Cafe podcast is the intellectural propoerty of Toni...
2023-03-1329 min
Accounting Intelligence PodcastE08: Change The Value Equation Of Advisory with Geni Whitehouse, CPAIn this episode, you’ll be hearing a conversation between Geni Whitehouse, CPA, founder of The Impactful Advisor and Deneen Dias, VP of Strategic Partnerships at Botkeeper. Geni is a speaker, author, CPA coach, and owns her own accounting firm. Geni & Deneen’s conversation covers topics ranging from the biggest challenges to advisory, how to start an advisory practice, and much more. Enjoy!
This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clie...
2022-12-1532 min
The Good, The Bad, and The Ugly Accounting PodcastBack In Black : Advising For ProfitabilityA WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Downl...
2022-09-0148 min
Strategy and the Virtual ControllerCan technologists be taught accountingAn interesting article on Accounting Today asked the question do you train accountants on tech, or technologists in accounting? Ultimately where we landed was agreeing with Geni Whitehouse who said hire the attitude and train for what you need. The old way of building an accounting firm was to hire more accountants and bookkeepers, but what we know is they're in short supply and they certainly don't want to be doing things the old way. As we were discussing a few common threads became apparent, and if you've been listening to this podcast, then they shouldn't be foreign to...
2022-06-0435 min
Earmark Podcast | Earn Free Accounting CPEHow to communicate financial information to normal people with Geni WhitehouseSponsorsBooksTime: https://www.bookstime.com/accountantsAccountests: https://www.accountests.com/ Use code "Earmark50" to receive 50% off any of their testsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appPresentation slides:https://earmarkcpe.com/wp-content/uploads/2022/05/Communicating-Financial-Results-to-Normal-People.pdfConnect with Our Guest, Geni W...
2022-05-1057 minCPA Trendlines PodcastsDisruptors: Accounting Nerds, Tap into Your Secret Super Powers Geni Whitehouse shows how to shift from a focus on mere data to priceless wisdom.With Liz Farrfor CPA TrendlinesCOVID showed us that we can do more than traditional services and that we can respond to change even when we don’t have all the information, CPA Geni Whitehouse tells Liz Farr in an exclusive interview for CPA Trendlines.COVID has given the profession the opportunity to impact clients in a very real way, and clients now see accountants in a very different light, says Whitehouse long an...
2022-03-2834 min
Business Strategy for CPA's139 Drive Outcomes for Your Clients with Geni WhitehouseBeing a CPA is challenging, there’s no doubt. When I reflect on CPAs’ challenges, and try to simplify the situation as much as possible, I can distill a few key problems: being a generalist, billing instead of pricing, and focusing on the past instead of desired client outcomes. If you can figure out your niche, learn to price, and begin to forecast and focus directly on improving the future, many problems will go away. My guest today is Geni Whitehouse, CPA, Countess of Communication at BD Co, and author: How to Make...
2021-05-2632 min
Where Accountants Go - The Accounting Careers Podcast220: Diane Yetter – The Original SalesTaxNerdDiane Yetter, the Founder of the Sales Tax Institute, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. If you aspire to be the true subject matter expert in your field, whatever that may be, you will really enjoy this particular episode.
Diane’s specialization started much differently than you may imagine. She didn’t start out to specialize in the sales tax area, but rather became very knowledgeable & skilled in it due to automation projects she participated in very early in her career. Those projects involved improving systems around the accounting for sales tax, and consequ...
2021-04-2051 minWhere Accountants Go - The Accounting Careers Podcast214: Brian Henderson – Knocking It Out of The Park In AccountingBrian Henderson in the Austin area joined us for this “2nd career” edition of Where Accountants Go, the Accounting Careers podcast. This is one of our “second career” episodes meaning that the guest started in a different career first, and then migrated later on into accounting. For Brian, it was professional baseball!
Brian’s boyhood dream was to play professional baseball, and unlike many though, he actually did get the opportunity to do so. Although he was cut from his freshman team in high school, he continued to work at it, played college baseball, and eventually was able to get drafted to pl...
2021-03-0943 minWhere Accountants Go - The Accounting Careers Podcast199: Greg Kyte – Controller, CPA, & Comedian!Greg Kyte, a CPA in Utah that does stand-up comedy, serves as host for several conferences, and still works his full-time day job as a Controller, joined us for this episode of Where Accountants Go, The Accounting Careers Podcast.
I first encountered Greg through the “mind-numbingly repetitive” commercials he has done for one of my own personal favorite podcasts – “The Soul of Enterprise”. I didn’t know this until the interview, but the commercial spots he recorded for that show were supposed to be used for a short time (or so he thought), but ended up being so impactful that they continue...
2020-11-1048 min
Friday Night Live with Accountants Andrew Wall & Brad Celmainis2020 #25 Feat. Geni WhitehouseWe went live with the legendary Geni Whitehouse and had a blast!
https://www.facebook.com/fnlaccountants/videos/638641973730644/
2020-08-0459 min
Finding FearlessGeni Whitehouse Shares How Passion and Profession Come Together - S1:E27Welcome back to Finding Fearless! This week we have Geni Whitehouse on to talk about aligning your passion with your profession. Geni is the Founder of The Impactful Advisor and Even A Nerd Can Be Heard, Keynote presenter, communication coach, and nerdy CPA author who is driven to make boring subjects interesting. In this episode, Geni and I cover:- The opportunity for accountants to shift towards taking on more of an advisory role where they can make a real impact in their clients’ lives- The impo...
2020-07-2758 min
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 min
Accounting Marketing Doesn't SuckUncorking the Wine Industry with Geni WhitehouseCome get a taste of the best in this interview with Geni Whitehouse. Geni is a winery consultant at Brotemarkle, Davis & Co. in Napa Valley and has been an influencer in the accounting profession for many years. In this episode host Hugh Duffy dives in to talk with Geni about how she learned about the wine industry, the technology and benchmarking tools her firm uses to provide unique value to wineries and what’s on her marketing to-do list. Join us Geni Whitehouse, CPA Twitter Geni Whitehouse, CPA divides her time be...
2019-12-1000 min
Hector Garcia CPA's PodcastHow to make boring topics interesting with Geni WhitehouseHow to make boring topics interesting with Geni Whitehouse (From AltAccountant Podcast)
2019-07-1741 min
Journal of Accountancy PodcastHow to become the speaker people listen to To live up to her full professional potential, Geni Whitehouse, CPA, CGMA, became the “Countess of Communication.” It wasn’t easy to become a speaker people listen to, but the result is rewarding on multiple levels. Find out how Geni did it.
2019-03-1117 min
The Accounting PodcastGeni Whitehouse on niching for the wine industry & building confidence as a public speakerLearn more about Geni and what she’s up to at evenanerd.com and mentorplus.com (an organization that teaches accountants how to be better consultants to their clients). Subscribe: Listen on iTunesListen on Google Play
2018-08-0723 min
CoreBrain Journal239 Life Mapping For Improved Travels | PahutaLife Mapping - An Advanced Coaching ProcessI can't teach a man anything. I can only make him think.~ SocratesTim Pahuta is a traveling "Happiness Coach" from Whitehouse Station, NJ. He has been traveling the United States for the past 16 years— as a professional baseball player, a West Coast Sales Manager, and now— as a coach. Through years of deep introspective work following a perspective-altering health scare— including layers of intensive coaching, multiple leadership platforms Tim began coaching at Pahooter Health & Wellness, in March 2017.
Tim brought his baseball coaching experience to working with the Li...
2018-07-1900 minTHRIVEal PodcastsThrivecast Episode 75In Episode 75, Jason Blumer and Greg Kyte review a blog post from early 2017 about trends for accountants to watch out for. As always, they share their thoughts about how these ideas apply to the more entrepreneurial leaning CPAs. Geni Whitehouse joins them to discuss what clients REALLY need and why it's so difficult for accountants to deliver.
2017-09-2500 min
THRIVEal PodcastsThrivecast Episode 75In Episode 75, Jason Blumer and Greg Kyte review a blog post from early 2017 about trends for accountants to watch out for. As always, they share their thoughts about how these ideas apply to the more entrepreneurial leaning CPAs. Geni Whitehouse joins them to discuss what clients REALLY need and why it's so difficult for accountants to deliver.
2017-09-251h 11
AccountingWEBGeni Whitehouse June 2017California-based accountant Geni Whitehouse shares her unique world view with AccountingWEB's John Stokdyk at the Accelerate 2017 conference in Las Vegas
2017-07-0304 min
Abacus: Accounting Careers | Job Search | LifestyleImpress Everyone at Your Next Big PresentationImpress everyone at your next big presentation with these tips from author and presenter Geni Whitehouse. In today's interview Geni shares some tips you can start using today to make a big impression at your next board or audit committee meeting presentation. All in this episode of Abacus. Let’s Go!
2016-08-0117 min
Challenge Your Thinking with Dr. Linda TuckerListen to Yourself: Geni WhitehouseGeni Whitehouse has gumption. She was honest enough with herself to realize that she just was not passionate enough about a career she had spent many years working at and becoming successful at. If you have ever wondered what it takes to have the courage to leave a career that just "does not do it for you" then this is the episode for you. Tune in to find out how Geni discovered a part of herself while honoring her late father’s life and grieving his death. Our losses, illnesses and most often our challenges can be great teachers if w...
2015-11-0930 min
Living Well with Ann BealTop Thought Leaders in Business World-Wide: Sage Summit Interviews, New OrleansEvan's success story from selling his software company at age 19 and his passion to teach entrepreneurs how to be successful.Geni Whitehouse: The Comedian CPA: How she discovered to make any topic interesting and sell her knowledge for top dollars.Be sure to follow, like and subscribe to Ann Beal's social media pages.https://www.facebook.com/annbealgettingbetter/https://www.facebook.com/livingwellwithannbeal/https://twitter.com/ablivingwellhttps://www.instagram.com/annbeal/https://www.youtube.com/annbealVisit Ann Beal's websites at:https://www...
2015-08-0555 minLiving Well with Ann BealComedian Accountant, Geni Whitehouse, Keynote Speaker - Sage Summit - Day 3Ann Beal live from #sagesummit in new Orleans interviews the comedian Accountant Geni Whitehouse!Be sure to follow, like and subscribe to Ann Beal's social media pages.https://www.facebook.com/annbealgettingbetter/https://www.facebook.com/livingwellwithannbeal/https://twitter.com/ablivingwellhttps://www.instagram.com/annbeal/https://www.youtube.com/annbealVisit Ann Beal's websites at:https://www.livewellshow.comhttps://www.lifesolutionscoachingandcounseling.com/
2015-07-3028 minTHRIVEal Podcaststhe Thrivecast - Episode 30 - Secret Stash Clips from 2013Jason Blumer and Greg Kyte walk us through a year in review episode, featuring 2013 guests. Hear from Joe Pine, Todd Henry, Geoffrey Moore, Geni Whitehouse, Jennifer Wilson, Firdaus Bhathena, and Cal Newport. We hit topics such as being transparent with our teams, the way millennials work, passion for your work, communication, and more.
2013-12-251h 11
The Bean CounterInterview with Geni Whitehouse, Author, Speaker, Trainer at EvenaNerd.comThe Bean Counter is your guide to a successful accounting career! Whether you're in University looking for your first job, or crushing it at your full time career, The Bean Counter is the show for you! We have topics ranging from preparing your resume and interviewing, to dealing with salary negotiations and being promoted. We'll have interviews with today's most inspiring accountants and find out how they got where they are today, and what advice they have for you! We'll also talk with recruiters to find out what they're looking for, so you can best position yourself for the career...
2013-12-0400 min
Thrivecast: A Podcast for AccountantsEpisode 25Jason and Greg explore some creative marketing strategies and ask Geni Whitehouse some deep question. July 2013.
2013-07-251h 09THRIVEal Podcaststhe THRIVEcast Episode 25 - Jason and Greg explore some creative marketing strategies and ask Geni Whitehouse some deep questionGreg shares a real-life story of his marketing prowess in this episode, and Jason is going to try out too. Also, they talk to Geni Whitehouse, CPA, author of How to Make a Boring Subject Interesting, about her transformation in the CPA world to begin living up to her purpose.
2013-07-251h 09
Bert speaks w/ Doug Eastland, Geni Whitehouse, Michel Baudin, Michael SchrageMichael Schrage research fellow with the MIT Sloan School's Center for Digital Business and visiting fellow at the Imperial College Business School in London. He is also one of the best read and most commented bloggers on the Harvard Business Review site.His latest ebook is called 'Who Do You Want Your Customers To Become?
Geni Whitehouse the “comedian CPA.” A self-proclaimed nerd, former technology executive and CPA firm partner. She is a leader in the accounting profession and has been recognized as a Top 100 Influencer, One of 25 Thought leaders, and one of the Most powerful Women in Accounting. She is the aut...
2013-07-111h 01