Shows
Who's Really the BOSS?A CPA's Guide to Adding Financial PlanningMatt Kidd joins us and shares how he transformed a traditional 1040 firm into a hybrid practice offering both tax services and wealth management after acquiring a $400K firm at age 26. He breaks down the practical steps of adding an RIA to your CPA practice, from choosing between broker-dealers and registered investment advisories to navigating compliance requirements and team buy-in. Matt also discusses his strategy of trading high-volume tax clients for higher-value financial planning relationships and why the "good enough" mentality has been crucial to his firm's evolution.Connect with Matt Kiddhttps://www.blundenkidd.com/who-we-are...
2025-09-0157 min
Accounting High238 Getting Stuck at $1.2M and Getting Out of the Way [Part 1] (feat. Scott Scarano, EA)Episode 238
FACULTY: Scott Scarano, EA and Matt Kid, CPA
CLASS: #Shoperations
In this episode, one of Accounting High’s substitute teachers, Matt Kidd, CPA interviews Scott Scarano, EA, about his journey through accounting. Scott shared how his grandfather's CPA firm and the family software business shaped his early career, as well as the tough times he faced during college before finding his way back to accounting. He talked about his experiences with remote work, using Xero, and implementing EOS, all of which helped him transform his firm and himself. Over time, Scott grew th...
2024-12-1136 minAccounting High234 Tax Firm Adding Value with Financial Planning and CAS (feat. Matt Kidd, CPA)Episode 234
FACULTY: Matt Kidd, CPA
CLASS: #Shoperations
In this throwback to Sons of CPAs, Scotty chats it up with Matt about his two CPA brothers, diving into how they each built successful practices, inspired by their CPA father. They talk about managing and transitioning CPA firms, incorporating wealth management, modernizing traditional practices, tax season, and client relationships. Tune in for a comprehensive view on growing a client-centric, million-dollar CPA practice, with insights on practical strategies and overcoming challenges in the accounting profession.
📣 Shout Outs: Shane Mason, Blunden, QuickBooks Online, QuickBooks Desktop, Xer...
2024-11-1352 min
Off the LedgerTime to PACYou’ve heard the acronym. You might even know what it stands for. But what exactly is PAC as it relates to you? This month Joe sits down with Matthew Kidd, CPA, PFS from Blunden & Kidd Accounting & Consulting PC to talk about what exactly PAC does for the CPA profession and its importance.
2023-05-2514 min
Off the LedgerThe Parallels of Networking and LoveProfessional networking and finding a soul mate just don’t compare, right? Oh, but they do! Find out how as Joe sits down with MICPA board member Matthew Kidd, CPA, Blunden & Kidd Accounting & Consulting PC, to talk about all things networking, from best practices for newcomers to its future. And who knows, you might just get some good relationship tips, too.
2022-04-2813 min
Beyond the Bubble: Navigating Professional Life After CollegeFrom Son of an Accountant to CPAMatthew Kidd (‘13) shares his story and advice on becoming an accountant and taking the CPA exam. Hear how communication skills may be even more important than math when going into the world of accounting.See omnystudio.com/listener for privacy information.
2021-04-2317 min
Hillsdale College Podcast Network SuperfeedFrom Son of an Accountant to CPAMatthew Kidd (‘13) shares his story and advice on becoming an accountant and taking the CPA exam. Hear how communication skills may be even more important than math when going into the world of accounting.See omnystudio.com/listener for privacy information.
2021-04-2317 min