Jeremy Wells - Podcast Details

Shows

Matt Heath & Tyler Adams AfternoonsJeremy Wells: Radio Hauraki Host pays tribute to Sir Bob JonesSir Bob Jones has died at the age of 85 and being remembered for the splash he made in New Zealand politics. He died peacefully at his Wellington home surrounded by family after a brief illness. In 1984, he launched the New Zealand Party to protest Robert Muldoon's National Party Government, winning 12.5% of the vote in 1984. Radio Hauraki Host Jeremy Wells told Matt Heath and Tyler Adams that Jones loomed large over the political landscape, and New Zealand landscape as a whole. Jones always gave people his time, Wells says, and his stories were...2025-05-0205 min

The Dom Harvey PodcastFastCast: Jeremy Wells on Running, Rock-bottom, Radio, RelatabilityThe FastCast is a highlights length version of a previously released episode of The Dom Harvey Podcast. The complete episode with Jeremy Wells was one of the first podcast episodes I ever recorded. It was released originally released in March 2022. I took my equipment over to Jeremy’s house and we sat in his office and recorded the episode- it was a hot day and I was anxious which caused me to sweat profusely. Jeremy Wells is one of New Zealand’s top broadcasters- he hosted the breakfast show on Radio Hauraki. And the nig...2025-01-3118 min $Growing Your Firm | Strategies for Accountants, CPA\'s, Bookkeepers , and Tax Professionals$ Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsScaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy WellsIn this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA, owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. Jeremy Wells is a distinguished entrepreneur and financial expert, recognized for his innovative approach to accounting and business strategy. He has dedicated his career to empowering small businesses and solopreneurs through comprehensive tax planning and strategic business advisory services. Jeremy specializes in tax planning and business strategy for small businesses and has been active in the field since 2018. Before his accounting career, he spent a decade as a co...2024-10-2523 min $Beyond the Title: Conversations with ServiceNow\'s Elite$ Beyond the Title: Conversations with ServiceNow's EliteBalancing Faith, Family, and Tech: Jeremy Duncan's Recipe for a Fulfilling ServiceNow CareerIn this episode, Farrah sits down with Jeremy Duncan, a ServiceNow veteran with over 20 years of experience in the tech industry. Jeremy shares his journey from humble beginnings to becoming a certified master architect, offering a wealth of knowledge for both newcomers and seasoned professionals in the ServiceNow ecosystem."Do what you love and love what you do, no matter what." - Jeremy DuncanIn this episode, you will:Learn about Jeremy's unexpected path into the world of ServiceNow and how he discovered his passion for the platformExplore the various career opportunities within the...2024-07-1835 min

My Favorite Album with Jeremy Dylan428. The Revered Shawn Amos on Junior Wells Blues Band with Buddy Guy 'Hoodoo Man Blues' (1965)Today, I'm joined by the Reverend Shawn Amos to turn a spotlight on a classic blues record that has reverberated down almost six decades since its recording - Junior Wells 'Hoodoo Man Blues'. We talk about the contrast between Junior Wells unprecedented creative feedom and the restraints on blues artists at Chess Records, the interplay with Buddy Guy's guitar playing and Buddy's friendship with Junior, how the album defies blues stereotypes, Junior's harmonica playing, Wells' influence on Shawn as a live performer, the trap of fake authenticity, inventing yourself as an artist, what Beyonce and Bob Dylan have in...2024-05-1638 min

Slick Talk: The Hospitality PodcastFrom Brand Design to Brand Owner with Jeremy Wells on How One Applies Best Practices in HospitalityIn this episode of the podcast, Jeremy Wells, Co-Founder of Longitude and owner of the Ozarker, discusses his entrepreneurial journey in the hospitality industry. He dove into understanding how the brand experience impacts the guest journey and how local partnerships can enhance this. Wells also highlighted the role of technology in streamlining the hotel experience and the importance of empathy and servant leadership in delivering a memorable guest experience. Wells further emphasized the diversification of the hotel experience from just an overnight stay to a lifestyle experience and how the Ozarker aims to achieve that. Despite the COVID-19 setbacks...2024-01-0357 min

The Modern Hotelier#52: Author Series: "Indie Hotel" | with Jeremy WellsJeremy Wells is the owner and partner of Ozarker Lodge, an independent hotel in Branson, Missouri. He is also a partner at Longitude, a hospitality branding and design agency, and co-founder of Flyover Development. Jeremy has authored two books, "Future Hospitality" in 2022, and his newest book, "Indie Hotel," was published earlier this year.David Millili and Steve Carran sit down with Jeremy to discuss the inspiration behind his book, the resurgence of independent hotels, and the unique characteristics that set them apart from branded properties. Jeremy shares his insights and advice for aspiring hoteliers...2023-11-0911 min

The Modern Hotelier#47: From Roadside Motel to Modern Independent Hotel | with Jeremy WellsAre you ready to learn about the art of hospitality design with Longitude Branding? Jeremy Wells is an independent hotelier, brand strategist, investor, and author who believes that true hospitality, thoughtfully-crafted experiences, and humble attitudes can change the world. In this episode, we talk about his journey from creative director and designer to independent hotelier and author. We dive into the importance of branding for hotels, his experience as a newly minted independent hotelier, and what it's like revitalizing a roadside motel into a modern independent hotel. In this episode, you'll learn:...2023-10-0532 min

The 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. Follow the show on Twitter ⁠⁠@CPAAdvisoryShow⁠⁠ Jeremy Wells on Twitte...2023-08-021h 01 $It\'s Not About The Money$ It's Not About The MoneyFinding a niche in HVAC, with Jeremy WellsJeremy Wells, EA, CPA is the owner of JWellsCFO and recently launched a new business called The HVAC CPA focused on the particular needs of HVAC business owners. In this episode, Jeremy talks about his journey into accounting, how he selected this niche, and how he becomes the trusted advisor his clients need. Jeremy Wells, EA, CPA: https://twitter.com/JWellsCFO https://www.jwellscfo.com/ https://thehvaccpa.com/ https://podcasters.spotify.com/pod/show/cpaadvisoryshow (01:11) - Jeremy's path into accounting (09:33) - Deciding to become a CPA as well as an Enrolled Agent (19:22) - Doing things...2023-07-2757 min

The Concierge CPA27 - Exploring The New Horizons of AI in Accounting with Scott Scarano, Randy Johnston, Kelly Mann, Jeremy Wells, and Jessica SmithI'm back with an expert-packed panel to explore the intersection of technology and the accounting industry. In this episode, the panel discusses various topics centering on AI and the emergence of ChatGPT.We dive into the importance of gender-neutral pronouns in the tech space to foster inclusivity and diversity in accounting. We evaluate the accuracy of ChatGPT and highlight its strengths and limitations for accounting tasks. If you're looking for practical strategies to help you utilize this emerging technology in your accounting practice, look no further!The panel speculates on the future of the accounting...2023-07-2756 min

The 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 min

The 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. Follow the show o...2023-07-0556 min

Between Two Beers PodcastJeremy Wells: From Newsboy to Seven Sharp Host, Starting The ACC, Troubled Childhood, and more!On this episode of Between Two Beers we talk to Jeremy Wells. Jeremy is one of New Zealand’s best and highest profile broadcasters. Five days a week he co-hosts the Matt and Jerry breakfast radio show on Hauraki, and Seven Sharp on TVNZ, and on weekends can often be heard commentating sport with the Alternative Commentary Collective. In this episode we talk about the opportunity cost of having such a busy work schedule, why getting expelled from school was the lowest point of his life, the magical aura of Mikie Havoc and Newsboy, working with...2023-07-021h 38

The 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 00

(Duh) Weekly PodcastThe Letter to the Kidnappers of Summer Wells by Don WellsWe break apart the letter Don Wells wrote to The Kidnappers of his daughter Summer Wells. We look at this letter from all angles and really scrutinize Don and his motives. Does he know something that he’s not sharing that would bust this case wide open. Email us for the Bonus for pay conversation I have with Summer Wells neighbors. Want to know what they saw and heard the days leading up to the disappearance of Summer Wells. Click on any of these links pay the $10 and check your email. https://cash.app/$JeremyPell 2023-06-2531 min

The 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 11

The 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 01

The 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 08

The 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 min

The 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 02

The Guest Experience ShowBuilding a brand strategy (Jeremy Wells - Longitude)Jeremy Wells is Partner with Longitude, a branding and design studio for hotels and hospitality organizations. In this interview, Jeremy shares the details of building a brand strategy and the importance of it to the success of any organization. In particular, Jeremy stresses the importance of bridging the brand strategy with the guest experience so that the expectation seamlessly flows through from pre-arrival into the onsite experience. Additionally, Jeremy shares that when marketing and operations are misaligned, it can result in a venue being either undersold or oversold, neither of which are good for business. And lastly, Jeremy explains...2023-04-0533 min

The 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 min

The 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 12

The 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 08

The 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 04

The Fresh Squeez PodcastJeremy's Japan Trip Part 2: Kyoto - Ep #44For part two in a three-part series, we talk about Jeremy's second stop on his Japan trip, the city of Kyoto. Listen in as we breakdown all the sights, food and events from this richly cultural city of the country. View photos & videos from the trip on Youtube: https://www.youtube.com/channel/UCvRBSTXZpfXVfAeWm3f1YFQ Instagram: https://www.instagram.com/freshsqueezpod/ Twitter: https://twitter.com/freshsqueezpod Buy our Merch: https://www.redbubble.com/i/t-shirt/The-Fresh-Squeez-Podcast-by-JWGraphics/72780788.LKP5W --- Support this podcast: https://podcasters.spotify.com/pod/s...2023-01-3040 min

The 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 ...2023-01-111h 13

Hospitality Daily PodcastProviding hospitality through collaborations - Jeremy WellsJeremy Wells is the Managing Partner at Longitude°, a branding group that has helped companies like 21c Museum Hotels, SALT Hotels, and Real Hospitality Group showcase their unique approach to hospitality. He’s also the Managing Partner at Flyover Developments, a hospitality development, and investment group, through which he’s preparing to open his new hotel - The Ozarker Lodge - in Branson, Missouri the summer of 2023. I’m obsessed right now with how collaborations can enable hospitality providers to offer unique offerings and experiences to their guests, and asked Jeremy how he’s thinking about this for his n...2023-01-0506 min

The 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 05

The Fresh Squeez PodcastJeremy's Japan Trip Part 1: Tokyo - Ep #43Tune in to hear all about Jeremy's big trip to Japan! For the first episode in a three-part series, we talk about his first stop in the city of Tokyo. From the city life to the beautiful landscapes and much more, there's a lot of excitement to tell from Japans capital. View photos & video from the trip on Youtube: Youtube: https://www.youtube.com/channel/UCvRBSTXZpfXVfAeWm3f1YFQ Follow us on: Instagram: https://www.instagram.com/freshsqueezpod/ Twitter: https://twitter.com/freshsqueezpod Buy our...2022-12-301h 02

The 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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/cpaadvisoryshow/message 2022-12-2854 min

The 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 min

The 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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/cpaadvisoryshow/message 2022-12-151h 03

The 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 --- Send in a voice message...2022-12-071h 00

The 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? Follow the...2022-11-3053 min

The 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 Follow...2022-11-231h 00

The 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 Follow the show on Twitter @CPAA...2022-11-1650 min

The 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 01

The 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

The 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 min

(Duh) Weekly PodcastUPDATE SUMMER WELLSWe discuss the Summer Wells case. Click links for our summer wells neighbors interview. https://cash.app/$JeremyPell click link pay $10 then email us at duhweeklypodcast@gmail.com for video. Duh Weekly Podcast 2022-10-2425 min

The 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 min

The 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

The 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 Follow the show on Twitter @CPAAdvisoryShow Jeremy Wells on Twitter @JWellsCFO Chris Hervochon on...2022-10-0554 min

The 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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/cpaadvisoryshow/message 2022-09-2853 min

The 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 01

The 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 min

The 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. --- Send in a voice message: https://podcasters.spotify.com/pod/show...2022-09-0745 min

The 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 min

The 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

The 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 min

The 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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/cpaadvisoryshow/message 2022-08-1042 min

The 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. --- Send in a voice message: https://podcasters...2022-08-0344 min

The 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. --- Send in...2022-07-201h 01

Celebrate the Struggle"Figure out what you are passionate about and make a plan."- Jeremy WellsJeremy Wells joins me on Celebrate the Struggle today to chat about his journey to becoming a business owner of Wells Firearms & Training. Wells is an Army Veteran whose passion for weapons and teaching others has led him down a path to doing just that. Wells educates others on firearms safety, but also continues to prioritize ongoing learning himself. He has created a business in the community that brings people together. A place where people can connect and share that camaraderie. One thing that Wells says he always wants to make a priority is keeping that human connection with...2022-07-1445 min

The 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 --- Send in a voice mes...2022-07-1346 min

The 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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/cpaadvisoryshow/message 2022-06-0833 min

The 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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/cpaadvisoryshow/message 2022-05-2500 min

Day Drinking With DogJeremy Roemer joins the showJeremy talks Crypto and his official Russ Davis pick MINE Token!2022-03-211h 01

(Duh) Weekly PodcastThe Disappearance of Summer Moon Utah WellsWe talk about the disappearance of 5 year old Summer Wells from her Hawkins co Tennessee home in June 15th 2021. We also have never before disclosed information straight from the people on the ground during the first hours of the search. We have new information about Don Wells and his actions days before the disappearance. Rate and review us also click the link and pay $5 and then send us an email at Duhweeklypodcast@gmail.com letting us know your email for a bonus video about just what the FBI, TBI and local law enforcement has said about this case. https://cash...2022-02-1545 min

Day Drinking With DogJeremy Roemer Joins the ShowJeremy explains MCU crypto and the new MCM token launching Sunday! And how Demolition Man mirrors todays society 2021-12-1039 min

The Fresh Squeez PodcastBigfoot, Mothman & Other Urban Legends with Guests Natalie & Brittany - Ep #21This week we discuss with our friends and urban legend enthusiasts Natalie and Brittany to delve deep into the conspiracies of various regional legends. We relate facts, stories and an opinionated discussion on all things creepy creature related, plus Jeremy exposes a secret government organization. (See the video interview on Youtube) Youtube: https://www.youtube.com/channel/UCvRBSTXZpfXVfAeWm3f1YFQ Buy our Merch: https://www.redbubble.com/i/t-shirt/The-Fresh-Squeez-Podcast-by-JWGraphics/72780788.LKP5W Visit our website: https://freshbeatsrecords.wixsite.com/freshsqueez Follow us on: Instagram: https://www.instagram.com/freshsqueezpod/ Twitter: https://twitter.com/freshsqueezpod --- Support this podcast: https://podcasters.s...2021-10-151h 01

The Joseph Wells Podcast#28 - Jeremy Anderberg: Presidential Bios, Podcasts, and the Art of ManlinessMy guest today is Jeremy Anderberg. Jeremy is the Managing Editor and Podcast Producer at Art of Manliness. When not working, Jeremy is reading and writing his newsletter about what he's reading. Jeremy has read at least one biography of every single US president. In this episode, Jeremy and I discussed what it means to be a man, simple self improvement tips, growing a podcast to over 100 million downloads, and his thoughts on newsletters. Of course, we also spent a lot of time talking about books and US history. 2021-03-241h 01

The Fresh Squeez PodcastOur Favorite Vacation Experiences - Ep #2Justin & Jeremy recall some of their most memorable trips and vacation experiences and what made them so great. This includes Hollywood California, Star Wars Celebration in Orlando Florida, family camping trips plus our own list of places we hope to visit one day. All this and more on this weeks episode. Visit our website: https://freshbeatsrecords.wixsite.com/freshsqueez Follow us on: Instagram: https://www.instagram.com/freshsqueezofficial/ Twitter: https://twitter.com/freshsqueezpod Youtube: https://www.youtube.com/channel/UCvRBSTXZpfXVfAeWm3f1YFQ --- Support this podcast: https://p...2021-02-1251 min

The Fresh Squeez PodcastWelcome To The Show! Ep #1For our first episode of The Fresh Squeez Podcast, Justin & Jeremy discuss the history of the Fresh Squeez brand, the inspiration behind their interpretive mixtape, a little about themselves and the future of the podcast. Visit our website: https://freshbeatsrecords.wixsite.com/freshsqueez --- Support this podcast: https://podcasters.spotify.com/pod/show/freshsqueezpod/support 2021-02-0220 min

Sticky JazzSticky Jazz Interview of The NeverlutionariesThe Neverlutionaries' self-titled debut LP album is an unfiltered expression of the heart that seamlessly straddles moods and genres. The brainchild of multi-instrumentalist songwriter Christopher Harold Wells and bound by his distinctively soulful timbre, the eponymous eleven-song release featuring one bonus track tints hook-laden alternative rock with psychedelia, shoegaze-y jazz, and subtle funk. Not one to chase trends, his music has always been hard to pigeonhole. There is a sound for everyone in this one, I would put his talent, and versatility in the camp of PRINCE. The self title album releases on Feb 12 2021. It is fantastic (I love my jo...2021-01-181h 06

Adventures in .NET.NET 038: EFCore 5 and Blazor with Jeremy LiknessIn this episode of Adventures in .NET, we dig deep into Microsoft’s progression from EF6 to EFCore 5 and how EFCore integrates with Azure Cosmos DB. Jeremy also discusses how he has worked with Blazor and EFCore in Azure and the benefits of his approach. Sponsors PVS-Studio | Try PVS-Studio for free using the promo code: #advdotnetCodeRush for Visual Studio | FREE 30-DAY TRIALAudible.comCacheFly Panel Shawn ClaboughCaleb WellsWai Liu Special Guest Jeremy Likness Links https://blog.jeremylikness.com/series/blazor-and-ef-core/EFCore 5 Preview 6.NET Docs Taxonomy updatesEF Core Community Standups Picks Shawn Clabough Cursed | Netflix Caleb Umbrella Academy 2 Wai Appetize.io Jeremy Li...2020-09-1551 min

Good Day, Sir! Show, a Salesforce PodcastLinkedIn VulturesIn this episode, we are joined by Scott Wells, creator of the Illuminated Cloud IDE, to share our thoughts, opinions, and reactions to announcements and features highlighted at the TrailheadDX virtual conference.Special Guest: Scott Wells.Links:Illuminated CloudWhy the New DevOps Center in Salesforce Is Awesome for Admins - Salesforce AdminsIntroducing Salesforce Code Builder | Developer Force BlogAmazon Chime SDK to power video for new Salesforce Anywhere application | Business ProductivityIntroducing Salesforce Anywhere - Salesforce.comMicrosoft to close retail stores 2020-06-271h 49 $It\'s Bananas with Jeremy Fisher$ It's Bananas with Jeremy FisherVelvet WellsOn the next episode of It’s Bananas, he’s caramel skinned, velvet voiced, queer entertainer, Velvet Wells! Velvet is an all-around entertainer, focusing mostly on musical improv. Velvet is also apart of a fantastic fandom comedy show called The Dandies @improvdandies Check out some of his upcoming shows this week and some that he does every week! (Mon, June) Nooner Crooner (noon) https://www.facebook.com/velvetduke CyberSets - Black on Black Talent (7pm) https://www.gladdaylit.ca/gdtv ...2020-06-0855 min

The JWellsCFO Show#JWellsCFOShow Ep.28 – Real Estate & Learning How To Grow A Business With AngelaJoin us as we discuss with Angela Olmos, an experienced Realtor with a demonstrated history of working in the real estate industry. Angela has worked directly with New Home builders in the North East Florida area as a New Home Consultant and Sales Agent. Skilled in Sales, Relocation, Working with First-Time Home Buyers, New Home Sales, and Deal Closure. Strong business development professional with a strong focus on digital marketing. A great episode for any professional interested in real estate. You can follow Angela here: https://www.linkedin.com/in/angela-olmos-8b67265a/ http://angelaknowsrealestate.com...2020-03-1737 min

The JWellsCFO Show#JWellsCFOShow Ep.27 – The Truth About Florida Real Estate With Nick SalterNicholas (Nick) Salter is a well sought after, multi-million dollar producing Real Estate professional. He grew up watching his family cultivate an established real estate firm in south Florida which drives Nick's confidence and passion for the industry. A great episode for any professional interested in real estate. You can follow Nick here: https://www.linkedin.com/in/nickdsalter/ Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https...2020-03-0925 min

The JWellsCFO Show#JWellsCFOShow Ep.26 – Advancing Your Career & Residential Sales With Jennifer IsenbergJennifer Isenberg is a licensed real estate broker and been in real estate since January 2015. Her Bachelor of Business Management degree is from the University of Central Florida and her Master of Business Management degree is from Stetson University. We discover her business and discuss advancing your career. You can follow Jennifer here: https://www.linkedin.com/in/jenniferisenbergrealtor/ Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www.linkedin.com/in/jwellscfo/ https://www.facebook...2020-03-0343 min

The JWellsCFO Show#JWellsCFOShow Ep.25 – Residential Real Estate with Matt VaughnMatt is realtor based out of Nashville, TN... and he makes some valuable points for you as we discover more about the market. You can follow Matt here: https://www.linkedin.com/in/matthew-vaughn-a60614ab You can reach put to Matt directly: mvaughn@scoutrealty.com Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage/ https://www.jwellscfo.com/ See the end of this episode for suggestions, comments...2020-02-2434 min

The JWellsCFO Show#JWellsCFOShow Ep.24 – Real Estate Appraisal, Family Aspects, & Property Values with Meredith YoungMeredith is a REALTOR, and a Certified Residential Appraiser with over 18 combined years of experience. She has broad expertise of the Metro Atlanta area and has knowledgeable insight into property values. Meredith is currently very productive in both of her careers as a REALTOR and an Appraiser. You can follow Meredith here: https://www.linkedin.com/in/meredith-young-rcs-d-7314a8a0/ Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage...2020-02-2439 min

The JWellsCFO Show#JWellsCFOShow Ep.23 – Real Estate Staging & Realty with Kevin Grant of Sell or Dwell?In addition to being a licensed Realtor, Kevin's wife and business partner, Adrienne, is a certified Real Estate Stager. All of their listings include FREE home staging services to get their client's homes ready to show and sell FAST! There is tons of valuable information in this interview for those who have been concerned about marketing their home or properties with all the competition out there these days. You can follow Kevin here: https://sellordwelljax.com/team/kevin-grant-licensed-real-estate-sales-associate Welcome to the SHOW! Premiering every Monday. Feel free to add your take...2020-02-1030 min

The JWellsCFO Show#JWellsCFOShow Ep.22 – Inspiration From Kara Joseph, Wine SommelierWelcome to a conversation with Kara Joseph, inspiration from wine & business. Listen for more. You follow Kara here: https://www.bewineinspired.com/ Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage/ https://www.jwellscfo.com/ See the end of this episode for suggestions, comments, and even guests! --- Send in a voice message: https://anchor.fm/jwellscfo...2020-02-0430 min

The JWellsCFO Show#JWellsCFOShow Ep.21 – A Real Estate Agent Making A Name For Himself In Atlanta, with A.J. EllisonWelcome to a conversation with A.J. Ellison, a newly licensed real estate agent who just moved to Atlanta, GA to pursue his dreams and make a name for himself in Atlanta. Check out A.J. on Instagram here: https://www.instagram.com/a.j.ellison/ Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage/ https://www.jwellscfo...2020-01-2720 min

The JWellsCFO Show#JWellsCFOShow Ep.20 – What Most Businesses Miss PT.2, with Jeremy WellsWelcome to a chat with owner/founder, Jeremy Wells, as he wraps up last week's crucial topic on what most businesses tend to neglect. Be sure to pay attention as getting this right, can actually increase the value of your business. If you already know what Jeremy is talking about, then why haven't you done it. If you didn't know what Jeremy was talking about, then comment below and let us know what yours is. Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here...2020-01-2029 min

The JWellsCFO Show#JWellsCFOShow Ep.19 – What Most Businesses Miss, with Jeremy WellsWelcome to a chat with owner/founder, Jeremy Wells, as he breaks down what most businesses tend to neglect. Be sure to pay attention as getting this right, can actually increase the value of your business. If you already know what Jeremy is talking about, then why haven't you done it. If you didn't know what Jeremy was talking about, then comment below and let us know what yours is. Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 ...2020-01-1327 min

The JWellsCFO Show#JWellsCFOShow Ep.18 – The Truth About Marketing with Elizabeth PampaloneElizabeth Pampalone is an Engaging Speaker, Successful Entrepreneur, Master Networker and Trusted Business Adviser with over 20 years of experience all meticulously sculpted to equip business visionaries to achieve success through the power of Absolute Marketing. You can apply much of what she says to your business in 2020! Welcome to the SHOW! Premiering every Monday. Connect with Elizabeth Pampalone here: https://www.linkedin.com/in/elizabethpampalone/ Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www...2020-01-0643 min

The JWellsCFO Show#JWellsCFOShow Ep.17 – The Sales Strategist For Introverts, Ashley HarwoodAshley Harwood not only has real estate experience at Keller Williams, she also helps introverts understand and utilize their unique strengths to be even more successful in sales. Ashley is a fierce advocate for introvert entrepreneurs. She is passionate about empowering introverts to be as successful as they choose to be, while still enjoying their lives, every day. She is the creator of The Quiet Success Workshop, The Quiet Success Programs, and founder of The Quiet Success Retreat. Ashley teaches introvert entrepreneurs how their energy affects their bank account. She has taught hundreds of entrepreneurs throughout...2019-12-3038 min

The JWellsCFO Show#JWellsCFOShow Ep.16 – Building An Insurance & Marketing Agency For Mortgage Brokers w/ Luis AlemanLuis Aleman runs an independently owned and operated multi-line Insurance Agency dedicated to insuring your everyday life. Unlike most agencies they are not obligated to use only one insurance company. He strives to build lasting relationships with his clients by, working with you to identify insurance options that are right for you and your family, explain coverage options, assist and guide you through claims and other customer service needs, use his experience and insurance relationships to customize your policies to meet your needs, & treat you as a person and not another policy. You may be able to apply...2019-12-2328 min

The JWellsCFO Show#JWellsCFOShow Ep.15 - EXP Realty & Buying/Selling Homes with Melissa Cruz, Broker AssociateMelissa Cruz tells us about her experience working with EXP Realty & what she has learned from educating and helping her customers through the process in purchasing and selling a home, ultimately helping you reach your goals! You may be able to apply much of what she says to your business. Welcome to the SHOW! Premiering every Monday. Connect with Melissa Cruz here: ...2019-12-1742 min

The JWellsCFO Show#JWellsCFOShow Ep.14 - Building Wealth From Rentals with Real Estate Investor Ashley KehrAshley sits down with Jeremy & shares how she structures her investments, how she pitches her deals, and how she’s finding deals. Ashley gives great advice for what most people get wrong about investing. You may be able to apply much of what she says to your business. Welcome to the SHOW! Premiering every Monday. Connect with Ashley Kehr here: https://www.instagram.com/wealthfromrentals/?hl=en Feel free to add your take on anything mentioned. Find Jeremy Wells here: &nb...2019-12-1036 min

The JWellsCFO Show#JWellsCFOShow Ep.13 - What Realtors Can Learn From Bartending & Bigger Firms with Nicole GarrityNicole Garrity is an expert real estate agent with Keller Williams Realty-Metropolitan in Bedford, NH and the nearby area, providing home-buyers and sellers with professional, responsive and attentive real estate services. You may be able to apply much of what she says to your business. Welcome to the SHOW! Premiering every Monday. Connect with Nicole Garrity here: https://www.facebook.com/ABODEteamRealtor/ Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=17...2019-12-0337 min

The JWellsCFO Show#JWellsCFOShow Ep.12 - Wealth & Investment Advisory with Jessie Tee from The Jessie Tee ShowJesse is the founder of 46 & 2 Wealth Partners, a fee only registered investment advisory firm. Their business ethos is rooted in helping people explore the wisdom of true wealth. Jesse also hosts The Jesse Tee Show. A mindset focused podcast that teaches anyone hunting greatness in business, health and wellness and in relationships the secrets to success. You may be able to apply much of what he says to your business. Welcome to the SHOW! Premiering every Monday. Connect with Jessie Todisco here: https://www.linkedin.com/in/jessetee/2019-11-2529 min

The JWellsCFO Show#JWellsCFOShow Ep.11 - Exceeding Expectations of Mortgage Loan Originating with Matt HartmanYou hear a discussion with Matt Hartman today where we discover more about the business of mortgage lending and he gives some key insights on how Heroes Home Loans is unique. You may be able to apply much of what he says to your business. Welcome to the SHOW! Premiering every Monday. Connect with Matt Hartman here: https://www.linkedin.com/in/matthew-hartman-bb61b4169/ Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=17 https...2019-11-1939 min

The JWellsCFO Show#JWellsCFOShow Ep.10 - How to Grow Your Real Estate Brand Using Social Media with Chelsea PeitzChelsea creates simple, repeatable processes that help new and seasoned professionals generate revenue-based conversations through social networks with exclusive content and coaching. What can you learn from Chelsea? * How to grow personal brand awareness that ATTRACTS top prospects * How to generate more referral business in under 10 minutes per day * Quantifiable results in the form of new business and increased revenue * Proven curriculum for maximum efficiency and effectiveness Enjoy this interview with her as we talk about implanting these processes and systems...2019-11-1137 min

The JWellsCFO Show#JWellsCFOShow Ep.9 - Bookkeeping, Winning Systems, & Building Your Business with Diane DenholmDiane's expertise includes using strategic planning, business process improvement, human capital management, financial and performance management, acquisition management and program/project management to help increase profitability. Now she focuses on helping small businesses manage their finances through effective and efficient bookkeeping, reporting, analysis and operational support. Enjoy this interview with her as we talk about implanting these processes and systems in businesses like yours. Welcome to the SHOW! Premiering every Monday. Connect with Diane here: https://www.linkedin.com/in/diane-denholm-pmp-954a709/2019-11-0439 min

The JWellsCFO Show#JWellsCFOShow Ep.8 - Real Estate & Power Couples with Fabian & Pamela VargasThey are husband and wife real estate advisors. They come from a diverse background. Pamela Vargas was born and raised in New Jersey spending most of her career in customer service. She comes from a household of military turned law enforcement. Her upbringing has embedded loyalty and kindness. She is hospitable beyond means. She is the face of the team and always has a smile! Fabian Vargas was born in Puerto Rico, raised in Brooklyn, NY, and comes from a law enforcement background with degrees in Criminal Justice Management and Psychology. Growing up in the streets of...2019-10-2839 min

The JWellsCFO Show#JWellsCFOShow Ep.7 - Real Estate Investing & Real Wealth Network with Kathy FettkeWith a passion for researching and sharing the most important facts on real estate and economics, Kathy is a frequent guest expert on such media as CNN, CNBC, Fox News, NPR, CBS MarketWatch and the Wall Street Journal. She is the author of the #1 best seller, Retire Rich with Rentals, and is host of The Real Wealth Show – which is a featured podcast on iTunes with listeners in 133 different countries. Welcome to the SHOW! Premiering every Monday. Connect with Kathy here: https://www.realwealthnetwork.com/team-members/kathy-fettke/ Feel free to add yo...2019-10-2140 min

The JWellsCFO Show#JWellsCFOShow Ep.6 - Smart Home Loans, Motivated Sellers, & Wholesale Deals w/ Sean GauthierWith an eye for detail and financial opportunity, Sean Gauthier closely collaborates with his clients to collect the required documentation, analyze their budget, their credit and match them to a loan that does not compromise their existing assets and investments. He gives you some key options & valuable industry knowledge to consider in this interview. Welcome to the SHOW! Premiering every Monday. Connect with Sean here: https://www.linkedin.com/in/seangauthier/ Feel free to add your take on anything mentioned. Find Jeremy Wells here: ...2019-10-1443 min

The JWellsCFO Show#JWellsCFOShow Ep.5 - Real Estate Profitability & Growth w/ Jennifer HenryJennifer Henry is a real estate coach, mentor, trainer, and marketer who truly loves what she does. Her coaching organization devoted to the best client experience possible while maintaining systems, profitability and growth. Her mission is to seek, realize and fulfill an abundant life for others and ourselves. Welcome to the SHOW! Premiering every Monday. Connect with Jennifer here: https://mycompasscoaching.com/ Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=17 https://www.linkedin.com/in...2019-10-0738 min

The JWellsCFO Show#JWellsCFOShow Ep.4 - Event Coordination & Current State of Hemp Environment w/ Daulton O'NeillDaulton O'Neill is a community builder and President of Green Light Events, where he hosts and facilitates hemp events. His story is inspiring if you are looking to start a movement or event, as his business provides premium presentation services to the green industries. There is a wealth of knowledge in this interview and you will definitely learn something new about the space. Welcome to the SHOW! Premiering every Monday. Connect with Daulton here: https://www.linkedin.com/in/daultononeill/ 2019-09-3048 min

The JWellsCFO Show#JWellsCFOShow Ep.3 - Valuing, Buying, & Selling Businesses with Eric BurgmaierEric Burgmaier is a highly experienced CPA who built a profitable practice taking on dental clients and helping them with valuing & selling their practice. Welcome to the SHOW! Premiering every Monday. Connect with Eric here: https://www.linkedin.com/in/eric-burgmaier-cpa-cva-75326913/ Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=17 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage/ https://www.jwellscfo.com/ See the end of this episode for suggestions, comments, and even...2019-09-2353 min