Shows
CPA Trendlines PodcastsCaleb Jenkins: Firm Growth Requires Owners to Shift RolesLeave the stone age behind. Join the new paradigm.The DisruptorsWith Liz FarrWhen Caleb Jenkins was eight, he started selling cookies to his dad’s firm during tax season. His dad told him, “For me to pay you, I need you to create an invoice for me.” So Jenkins set up his own QuickBooks file and has been playing with QuickBooks ever since, and eventually joined his dad’s firm.Like most small firms, RLJ Financial focuses on the fundamentals of tax, bookkeeping, and payroll, but, as Jenkins says, “in the eyes o...2024-08-1542 min
Discovering JazzEpisode 282: Cole Porter and Jazz, Part 2Saxophone legend Charlie Parker's last recording session was an album of Cole Porter tunes. I start this episode with two tracks from that great album.
Other great players playing Cole Porter tunes include Dizzy Gillespie, Matthew Shipp, Toronto guitarist Jocelyn Gould, and trumpeter Tom Harrell. Harrell plays with singer Mark Murphy and their dramatic rendition of a song that is already dramatic thanks to its natural arc is probably the highlight of this episode.
Other great singers I play today include Frank Sinatra, Aretha Franklin, Eartha Kitt, Julie London, Peggy Lee, and the Susie Arioli...2024-08-1400 minCPA Trendlines PodcastsJody Grunden: Be Different. Make More Money.Prove the naysayers wrong.The DisruptorsWith Liz FarrIn 2013, Jody’s firm, Summit Virtual CFO, became one of the first financial firms in the world to go fully remote. At the same time, they narrowed their focus to creative agencies. Those two changes, combined with a weekly subscription pricing model they’ve been using since 2007, resulted in a “hockey slope type ramp up.”
13 MORE TAKEAWAYS: More Jody Grunden Disruptor Notes
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MORE CPA TRENDLINES PODCASTS and VIDEOS: Jason Blumer & Julie Shipp: Move Leaders Out of Client Service | James Graham: Drop the B...2024-08-0356 minCPA Trendlines PodcastsDawn Brolin: Grow Your Firm By Shrinking ItMake life at work better for yourself, your team, and your clients.The DisruptorsWith Liz FarrDawn Brolin, CPA, CFE, intentionally shrank her firm, Powerful Accounting, from 11 to three team members, the opposite of the way most firms grow. She also drastically cut her client list, while nearly tripling her fees from a select group of just 19 clients.“I decided I wanted to change my life," Brolin says. "I want to change my staff's life. And I want to change the way my clients work with me where they weren't worried ab...2024-08-021h 18CPA Trendlines PodcastsChris Hervochon: Be the Leader You Want to Work ForBuild a firm for your tribe.The DisruptorsWith Liz FarrChris Hervochon is building his firm, Better Way CPA, “in a very specific way, for our tribes.” He explains, “Not everyone needs to be our customer, not everybody’s our tribe, not everybody needs to be our employee.” Leading with their core values, the process for bringing on new customers and new employees “weeds out the bad or the potentially poor fit customers,” which, in turn, helps with managing their time, the most valuable thing they have. His tribe includes marketing agencies, which...2024-08-0255 minCPA Trendlines PodcastsRosenbloom: Don't Merge for the MoneyMerge to make a better business.The DisruptorsWith Liz FarrIra Rosenbloom has worked in the M&A area with accounting firms for years, but things are changing today. The community of buyers is shrinking, so firms are being more selective about with whom they partner. Rosenbloom is also seeing more creativity in transactions, and acquiring firms are looking closer at the clients they may be adding.
9 MORE TAKEAWAYS: More Ira Rosenbloom Disruptor Notes
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MORE CPA TRENDLINES PODCASTS and VIDEOS: Geraldine Carter: Charging More is Better for Your Cli...2024-07-301h 01CPA Trendlines PodcastsAdam Lean: Get Out of the Accountant’s TrapBe unstoppable without sacrificing your soul.The DisruptorsWith Liz FarrLike many of today’s younger accountants, Adam Lean didn’t want to be relegated to the back office recording history and focused on compliance but wanted to have an impact by helping businesses grow. “I didn't want to just be that person that just recorded the fact that the Titanic was sinking. I wanted to help the Titanic not sink.” Younger people “want to make waves,” Lean says. “They want to make more money without having to sacrifice their soul.”
13 M...2024-07-231h 04CPA Trendlines PodcastsJody Grunden Says Subscription Pricing Plays a Game Changer Get rid of the noise of hourly billing and create value.The DisruptorsWith Liz FarrFor over a decade, Jody Grunden, CPA, has been doing things that many firms are just now discovering. Summit Virtual CFO (now part of Anders) offers weekly subscription-based pricing as a fully remote firm, and their main offering is virtual CFO services or, in today’s parlance, CAS 2.0 services. He’s also the one you might spot at accounting conferences in his signature Tommy Bahama shirts instead of a suit and tie, not quite what you might expect from...2024-06-271h 15CPA Trendlines PodcastsDisruptors: Chase Birky Builds the Anti-CPA FirmDon't reinvent the wheel. Join a better wheel. The DisruptorsWith Liz FarrIn the latest episode of "The Disruptors," host Liz Farr talks with Chase Birky, the trailblazing co-founder of Dark Horse, a firm designed to redefine the traditional CPA experience. Born from a vision of a more equitable and efficient CPA firm, Dark Horse provides sole practitioners and small firms access to the resources typically reserved for larger entities. This "anti-CPA firm" aims to support underserved small businesses, often neglected by larger accounting firms, by providing them with reliable and responsive accounting...2024-05-141h 09CPA Trendlines PodcastsBlumer CPAs: Move Leaders Out of Client ServiceIntentionality can bring freedom and joy.The DisruptorsWith Liz FarrWhen Jason Blumer and Julie Shipp joined forces to build Blumer CPAs more than a decade ago, they eschewed the traditional partnership structure, where decision-making power depends on ownership percentage. Instead, Blumer said, “We figured out the ownership is a legal reflection of the companies, but they do not reflect anything we do together in our roles.”
10 MORE TAKEAWAYS: Blumer CPAs show notes here
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MORE CPA TRENDLINES PODCASTS and VIDEOS: James Graham: Drop the Billable Hour and Yo...2024-03-0751 min
Lessons That LastCommunity, Caring, and CampaigningHow do you build a sense of community in the classroom? In this episode, Julie and Laura talk about the power of students helping each other reach a goal. Jase's story about Mr. Shipp is the focus of the episode, and it's a beautiful reminder of the power of community, especially in the current political landscape. If you've been wondering how to build a classroom community, this episode is for you!You can find Jase's story (and all the stories we share on the pod) in the Lessons That Last book, It's available at your favorite bookseller...2024-02-0331 min
CEO of You® - The Fine Print PodcastNot Mistakes or Failures, Only Lessons with Julie Washington and Bishana ShippIn our very first episode of CEO of You® The Fine Print Podcast, our new business and
self-improvement podcast, we’re asking questions about self-care and resilience.
Somedays we just want to stay in bed with our covers pulled over our heads. When we can’t, we need to learn how to wrestle with mistakes, missteps, and disappointments.
CEO of You® mentor, Julie Spencer Washington, Chief Marketing & Communications Officer & Chief Customer Experience Officer Chief Marketing & Communications Officer & Chief Customer Experience Officer at Trinity Health shares
keys to success after one of life’s occasional mistakes, prioriti...2024-01-2625 min
Round MidnightRound Midnight del 24 Gennaio 2024ROUND MIDNIGHT 24-01-2024
Album della settimana > Mary Halvorson: “Cloudward” (Nonesuch)
TRACKLIST >>> Babs Gonzales: Round Midnight – Betty Carter: “Jazz Is” (ABC) – Esther Phillips: Home Is Where The Hatred Is (Kudu) – Charles Mingus: Hog Callin’ Blues (Atlantic) – Kokoroko: Abusey Junction (Brownswood) – Brad Mehldau: Got Me Wrong (Nonesuch) – Julie Driscoll w.Bian Auger & The Trinity: Save The Country (Marmalede) – Mark Murphy: Red Clay (Muse) – Avishai Cohen & Big Vicious: King Kutner (ECM) – Sons of Kemet: Beware (Naim) – Itmar Borochov: Ya Sahbi (GreenLeaf) – Ayanda Sikade: Imithandazo Yeengelosi (Afrosynth) – James Brandon Lewis: Fear Not (Anti-) – Billy Mohler: Ultraviolet (Contagious) – Todd Sickafoose: The Gold Gate (Secret Hatch) – Ethan Iverson: Victory Is Assured (Blue...2024-01-243h 47
The Ghost PriestessHealing Through The PainI just met Sierra Shipp and her energy touched my heart! She sat down with me to talk about her healing journey. She also told me the story of her friend, Julie, who is still sending Sierra loving messages in spirit. Loved ones may die, but their energy continues on! I hope you enjoy listening to this episode!2023-11-1649 min
Adulting Unplugged: Unfiltered Real Talk About Parenting Teens & Young AdultsEffective Communication with Your TeenAre you struggling to effectively communicate with your kids or partner? In this episode of Adulting Unplugged, Traci is joined by communication expert Amy Ambrozich to discuss the pitfalls and challenges of communication in relationships and parenting. From understanding the differences between men and women in communication styles to navigating conflicts with teenagers, this episode offers valuable insights and practical strategies for building strong connections and resolving conflicts. Learn how to ask open-ended questions, create a non-judgmental atmosphere, and establish family values that guide your conversations. Join Traci and Amy as they dive into the co...2023-11-0450 min
Grow Your OccupancyCombining Automation & Human Connection in Senior Living Sales: Julie Talks with SeniorLivingPROSJulie Podewitz, CEO and Founder of Grow Your Occupancy, talks with Dallas Shipp, CEO, and Luke Adams, Marketing Director, with SeniorLivingPROS. Dallas and Luke share their insights from their recent case study of 2,500 web-inquiry mystery shops, and the power of combining automation and the human connection in senior living sales.
2023-02-2719 min
Accounting High077 Accounting Community Club | #VarsityEpisode 77 | Recorded January 14, 2022
Today’s episode is sponsored by Justworks - visit justworks.com/partners
Our first-ever, annual listeners survey; we’d love it if you took a moment to fill this out so we can continue to improve our show!
https://padgettnc.typeform.com/to/BSKZbvWk
FreshBooks MeetUps - check us out if you’re in the PDX area, at Ecliptic Brewery on November 10, 2022! sign-ups here: https://bit.ly/3E3VkUc
Andy Smith and Joshua Lance, CPA, CGMA
Scott, Andy, and Josh share a quick chat about the accounting community and how it became a place where we can co...2022-11-0521 min
Creek Talk Podcast - A Buffy & Dawson's Creek Recap ShowEpisode 58-(S3-Ep 19)-"Stolen Kisses"Happy Friday Creek Talkers! :)This week we're taking a little road trip and staying with Dawson's "cool" Aunt on Spring Break! It's a ritual...that we pretty much started this episode. So, either get in the car or stay home and hang out with Jack and his dad because we're about to detour right into Season 3, Episode 19, "Stolen Kisses."Dawson (James Van Der Beek) tells his Aunt Gwen (Julie Bowen) that he feels like he lost his mojo. So, she gives him a painting of him and Joey to help him get it ba...2022-09-091h 30