Los mejores podcasts de Accounting Leaders (2024)

1
Farewell and Thank You: A Celebration of Learning and Connectivity 35:34

6M ago35:34

35:34

Join us as we bring the curtain down on our much-loved series, celebrating the diverse and deeply insightful conversations we've been privileged to host over the last two years. Our special guest for this grand finale is none other than our very own production wizard, Luke Johnston. He shares his journey, laced with industry insights and fun facts …

1
Building Capacity in Accounting Firms 44:12

7M ago44:12

44:12

Ever wondered how to navigate the changing landscape of tax accounting and stay ahead of the curve? Kane Polokoff, Principal, Client Advisory Services Practice Leader at CohnReznick LLP, joins the podcast today as we unravel fascinating insights that will set you apart in your firm. We'll illuminate why imaginative hiring strategies are crucial, ho…

1
Unlocking the Secrets of Impactful Advisory Services 48:02

8M ago48:02

48:02

What 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 ap…

1
A Dynamic Shift in the Landscape of the Accounting Industry 53:00

9M ago53:00

53:00

Join us as we chat with Bob Lewis from the Visionary Group, an industry veteran with 27 years of experience and plenty of fascinating insights to share. Surprisingly, pickleball and Cornhole aren't the only games picking up pace; accounting is too, with earnings even surpassing some medical professions! The staffing shortage and the capacity proble…

1
Tax Advisory in Action 46:07

9M ago46:07

46:07

H. Randy Hughes III, Chairman & CEO of Counting Pennies LLC, joins the podcast to talk all things tax advisory, including specific use cases, helpful tips, how to implement it, and more. Tune in to hear first-hand how tax advisory has saved Randy's clients thousands.Por Intuit Accountants

1
Shifting to Advisory Services: A Win-Win for Accountants and their Clients 42:55

9M ago42:55

42:55

In this episode, we sit down with Martin Bissett, Founder of The Bissett Group, to discuss the importance of trusting and leaning on your financial advisor. Martin shares his family story and emphasizes the need for financial literacy in today's world. He also highlights why advisory services are key to a thriving business and offers insights on ho…

1
How to Get Clients on Board with Advisory Services 42:48

10M ago42:48

42:48

How do you take a data-driven approach to your business while keeping your passion at the forefront? Amy Phillips, the powerhouse behind TriStar CPAs, has mastered the art of blending number crunching with relationship building. Join us as we explore her journey in the accounting industry and marvel at how she's revolutionized her practice by trans…

1
From Tax Advisor to Business Growth Partner 47:04

10M ago47:04

47:04

Uncover the secret sauce to doubling or even tripling your business profits without spending a dime on advertising! In our enlightening chat with Tatiana Tsior, CEO and Founder of The Bold Method, we explore how to build a profitable, self-sustaining business that won't leave you chained to your desk. Tatiana's revolutionary approach to business de…

1
Bridging the gap between tech vendors and accountants, with Seth Fineberg 36:07

11M ago36:07

36:07

eth Fineberg spent most of his professional career writing for the accounting industry. In this episode, he joins Stuart to share his new business venture, and how he's going to help bridge the gap between tech vendors and the community they serve. Episode notes: Gaining the trust of customers is more important than ever for tech vendors (04:20) He…

1
Tackling Tax Technology and Talent 34:07

11M ago34:07

34:07

Join us as we discuss the future of accounting with renowned educator, consultant, and writer Randy Johnston. With decades of experience in the accounting software world, Randy's insights on the evolution of the profession and the importance of tax automation are invaluable for both accounting professionals and business owners alike. We dive into t…

1
Doing good work for good people, with Alasdair McGill and Colin Munro 42:08

11M ago42:08

42:08

Alasdair McGill, Managing Director at Ashton McGill brings his client Colin Munro, Founder of Miconex, to share the journey they went on together that turned a small, local Scottish startup into growing global business. How Alasdair developed a service-oriented mindset at EY (02:00) Bringing a bespoke designer approach to accounting at Ashton McGil…

1
Tech Tune Up 23:48

11M ago23:48

23:48

Roman Kepczyk, CPA and Director of Firm Technology Strategy at Right Networks, helps firms throughout North America effectively use information technology to optimize production processes. Listen as Roman shares information on the top technology trends he’s seeing in the industry and what tax professionals should know.…

1
Preventing Bad Actors on Your Network 27:08

12M ago27:08

27:08

Roman Kepczyk, CPA, Director of Firm Technology Strategy at Right Networks, helps firms throughout North America effectively use information technology to optimize their processes. In this episode, Roman highlights the biggest security threats for the tax and accounting profession and how to spot them. He shares tips, checklists, and recommended re…

1
Finding an accountant's purpose in numbers. A conversation with Jennie Moore 30:36

12M ago30:36

30:36

Jennie Moore wears two professional hats: one as an accounting firm owner, the other as Ignition's Partnerships Manager. In this episode, Jennie joins Stuart to discuss all things accounting and technology—from what can be done to make the accounting industry attractive again, to how technology can be used to augment accountants' capacity. When Jen…

1
Tax Season is Over, Time to Pivot to Advisory Services 43:03

1y ago43:03

43:03

Dawn W. Brolin, CPA, CFE and CEO of Powerful Accounting joins the podcast to talk about tax advisory. Now that tax season is over, it is time to pivot and introduce your clients to the benefits of tax advisory for their financial success.Por Intuit Accountants

1
From good to great: A legacy of empowerment with Anton Colella 38:37

1y ago38:37

38:37

Anton Colella's journey in accounting is unconventional. After 18 years as a religious teacher, he joined Scotland's Institute of Chartered Accountants and later became the CEO of Moore Global, one of the world's largest accountancy networks. In this episode, Anton shares his story as a religious teacher, a leader, and a man with a strong sense of …

1
Turning all of life's lemons into lemonade, with Candy Bellau 38:19

1y ago38:19

38:19

Candy Bellau grew up with an unconventional father who applied his genius in all the wrong ways. In this episode, Candy candidly shares how others' mistakes enlightened her to live a life of integrity, and what she's doing to maintain work-life balance for herself and her staff. Learning how to do bookkeeping at 14 years old (01:20) Uncovering majo…

1
Driving the Discipline Of Strategic Growth 28:43

1y ago28:43

28:43

Gale Crosley, CPA, CGMA is a strategic growth consultant, who has helped hundreds of accounting firms worldwide to achieve profitable and sustainable organic revenue growth. Listen as she shares her expertise for focusing on the right industries for your business, the positives of using tech at your firm, and more.…

1
Right people, right place, right time. A conversation with Carla Caldwell 42:13

1y ago42:13

42:13

Carla Caldwell, Stuart's long-time friend and ex-colleague, joins him for a delightful conversation about her journey in accounting, accounting technology, consulting, and entrepreneurship. Reminiscing together (00:05) How family and mentors influenced Carla's accounting journey (01:55) Finding her superpower in accounting and technology (05:20) Th…

1
Are accountants the missing piece of holistic wealth management? A conversation with Rob Santos and Rory Henry 37:08

1y ago37:08

37:08

Rob Santos and Rory Henry of Arrow Root Family Office join Stuart to discuss how accountants are primed to be strategic advisors in the wealth and family management space. Together, they talk about: Why accountants are well-positioned to get involved in wealth management (02:15) The origin story of Arrowroot Family Office (07:00) Creating a persona…

1
Solving big problems in a small town, with Meghan Blair 34:31

1y ago34:31

34:31

Meghan Blair lives and works in Nantucket, Massachusetts, a tourist town with a close-knit community. In this episode, Meghan and Stuart discuss COVID's impact on seasonal economies, what accounting professionals can do to help, and an exciting update for Meghan's firm—Fogged in Bookkeeping. The unforgettable experience of living on a cattle farm i…

1
Growth Strategies for High Performing Firms 30:02

1y ago30:02

30:02

Daniel Hood has been the editor-in-chief of Accounting Today since 2011 and has seen the industry change and grow, while collecting incredible insights along the way. Listen as he talks about Accounting Today's Top 100 Firms list released this month and growth strategies for high performing firms.Por Intuit Accountants

1
Challenging the status quo of accounting operations, with Stefan van Duyvendijk 31:44

1y ago31:44

31:44

Stefan van Duyvendijk is the Accounting Operations Evangelist at FloQast. In this episode, Stefan chats with Stuart about the pains that drove FloQast's founders to building their own solution, and what sets the company apart from its competitors in the marketplace. Together, Stefan and Stuart discuss: Living and skiing in Utah (02:00) A fed-up acc…

1
Pt. 2 Technology, Trends, and Tools to Utilize 30:27

1y ago30:27

30:27

Boris Shmukler, Senior Product Manager at Intuit, joins the podcast to continue the conversation on technology and the future of the industry. The group talks about shifts in the industry, the difference between native cloud or hosting, the role of product design when creating new software solutions, and more.…

1
Daring to lead. A conversation with Natalie Lennon 29:59

1y ago29:59

29:59

Natalie Lennon, accounting firm owner, automation guru and podcaster, joins Stuart to discuss her career journey that led to Two Sides Accounting. They also chat about the talent shortage and what Natalie is doing to live the '4-day work week dream'. Natalie’s winding journey in accounting (2:00) Becoming a partner at 28 years old (6:10) The light-…

1
Focus on relationships, the rest will come. A conversation with Dan Luthi 23:49

1y ago23:49

23:49

Dan Luthi is a partner at IgniteSpot Accounting, a virtual accounting and fractional CFO service firm. In this episode, Dan shares IgniteSpot Accounting's journey, his favorite client stories, and how accountants can provide a sense of clarity for clients in an increasingly unfathomable world. The genesis of IgniteSpot Accounting (01:00) Helping cl…

1
Pt. 1 Technology, Trends, and Tools to Utilize 27:20

1y ago27:20

27:20

Boris Shmukler, Senior Product Manager at Intuit, joins the podcast to talk about technology and the future of the industry. In this two-part conversation, the group talks about shifts in the industry, the difference between native cloud or hosting, the role of product design when creating new software solutions, and more.…

1
So you think you know trust, with Leah Roe 51:35

1y ago51:35

51:35

Leah Roe is a CPA-turned-leadership-coach and organizational trust expert. In this episode, Leah and Stuart chat all things 'trust'. Leah shares how she unexpectedly got into the people and cultures space, the five behaviors that build trust in the workplace, and she turns the table on Stuart to find out how Karbon is rebuilding trust after a diffi…

1
The Evolution of Hiring Next Generation Talent 26:56

1y ago26:56

26:56

Sharrin Fuller, CEO Glass Wallet Ventures joins the podcast to talk all about hiring. Listen as she shares her expertise on attracting and retaining talent, different generations working together, and the importance of evolving to stay relevant.Por Intuit Accountants

1
From accountant to automation expert, with Jason Staats 32:25

1+ y ago32:25

32:25

Jason Staats—accounting firm owner, content creator, automation expert and online community champion—joins the latest Accounting Leaders Podcast episode. Jason shares his journey in accounting, the power of surrounding yourself with like-minded people, automation and no code development, and why vendors need to make more data accessible. Stuart and…

1
A CPA's transition into tech entrepreneurship, with Ben Taylor 22:36

1+ y ago22:36

22:36

Ben Taylor, a CPA-turned-tech-entrepreneur and founder of SoftLedger, sits down with Stuart to share his company's origin story, the landscape of a mid-market GL solution, how to enable accountants to 'do more with less', and the saving grace of having your best friend as your co-founder. Finding an interest in accounting in college (1:15) Early ca…

1
Is bad marketing killing your firm? A conversation with Karen Reyburn 45:58

1+ y ago45:58

45:58

Karen Reyburn is no stranger to change. She grew up in Arizona yet found her home-away-from-home in Scotland. She began her career as an auditor but discovered her true spark in marketing—a realization that ultimately led her to founding The Profitable Firm, a creative agency dedicated to serving accountants. In this episode, Karen shares her journ…

1
Top-line Growth: Addition by Subtraction 29:10

1+ y ago29:10

29:10

Carrie Steffen, Co-Founder and President at The Whetstone Group, joins the podcast to talk about how consulting firms can drive top-line growth through the implementation of advisory services. Listen in as she explains the importance of addition by subtraction, why less is more, and how you can zero in on the value of advisory services.…

1
Musicals, marketing and macro challenges, with Adam Pritchard 42:26

1+ y ago42:26

42:26

Adam Pritchard of UK firm, Linford Grey, joins Stuart to share his unique journey from touring the country appearing in on-stage musicals to starting his own accountancy practice. Adam talks about the challenges of helping his clients navigate the global pandemic, moving from one crisis to the next, and how he is building the type of business that …

1
The joint fun between cannabis and crypto accounting with Zach Gordon 31:13

1+ y ago31:13

31:13

Zach Gordon is the VP of Accounting at Propeller Industries, an enterprise-grade financial service firm for high-growth startups. In this episode, he shares how he developed a speciality in cannabis and crypto accounting, the intricacies of serving clients in these highly regulated industries, and his plan for making accounting an attractive profes…

1
2023 Accounting and Finance Hype Cycle 22:06

1+ y ago22:06

22:06

Kacee Johnson, VP of Strategy and Innovation at CPA.com, an AICPA Company, joins the show to walk us through the 2023 Accounting and Finance Hype Cycle. Learn about the methodology, why certain trends move forward vs. back, and more.Por Intuit Accountants

1
Digital transformation, empowering with business insights, and 4-day workweeks with Ryan Pearcy 31:23

1+ y ago31:23

31:23

First meeting at Accountex London 2018 (1:00) Ryan's journey to accounting (2:00) Moving from a small to a large to a mid-tier firm (5:20) Empowering clients with the right business insights (9:00) Harnessing the power of technology with SB Digital (14:50) The benefits of being vendor agnostic (17:00) Can the 4-day work week come to accounting (19:…

1
How to fall back in love with your practice, with Lynda Steffens 38:42

1+ y ago38:42

38:42

Lynda Steffens found her calling in accounting at a young age. She saw the impact of a good accountant early on through her family's farming business. In this episode, Lynda sits down with Stuart to look back at her journey from running her own practice to uplifting other accounting firm owners. They exchange thoughts on the image problem of the ac…

1
A mission that's larger than life, with Greg Daley 46:25

1+ y ago46:25

46:25

Greg Daley is the Chief Visionary at Parable, an accounting firm focussing on the church niche. In this inspiring episode, Greg discusses his journey from being a pastor to starting an accounting practice with his wife and growing that into a business that serves 230 churches across 42 US states. He shares why churches are similar to any business, …

1
Top 10 Insights from Season 2 20:22

1+ y ago20:22

20:22

A quick flyover of some of the top insights from season 2 of AccounTrends. If you enjoyed this season, please leave us a review on Apple Podcasts or Spotify! 0:48 - 1:53 - Dominique Molina on creating real value by creating things that our clients want 1:54 - 3:45 - Jim Buffington on focusing on tax planning and preparation with advisory services o…

1
Serial entrepreneurship, winery accounting, and setting family OKRs with Pedro Noyola 52:06

1+ y ago52:06

52:06

Pedro Noyola is the CEO of Balanced Business Group, an outsourced accounting and bookkeeping firm serving small boutique wineries. In this episode, Pedro shares his career journey from working at Deloitte, to acquiring his 10th business. Stuart and Pedro also chat about cars, serving winery clients, and balancing family, fun, and career as an entre…

1
Let's Talk About Risk Advisory 29:27

1+ y ago29:27

29:27

Join Jin Chang, CEO and Co-Founder of Fieldguide, to hear about the importance of risk advisory services and how they're a big part of the future of audit and advisory. Learn about the inception of Fieldguide and how the platform helps firms grow faster and become more profitable through automation.Por Intuit Accountants

1
Helping clients become leaders of their own enterprises with Susan Bryant 35:41

1+ y ago35:41

35:41

Susan Bryant is the Principal of MB Group, a public accounting firm headquartered in Plano, TX. Susan and her team are dedicated to transforming businesses by maturing their finance function. In this episode, Susan shares her journey to public accounting, leadership insights, and the secret recipe that consistently delivers financial success for he…

1
Experience Our Profession Through Fresh Eyes 28:30

1+ y ago28:30

28:30

This week join Shelly Weir, President & CEO at Florida Institute of CPAs, as she talks about her fresh eyes on the profession and the role state societies play in it. She also talks trending topics in the industry and how firms need to think about attracting new talent.Por Intuit Accountants

1
Creating a Purposeful Strategy for Building a Niche Firm 27:33

1+ y ago27:33

27:33

Defining a niche is a complex strategy for firms everywhere. On this episode, Jason Blumer, CPA and CEO of Thriveal CPA Network and Blumer CPAs, walks us through how firms should find and define their niche, when is the right time to do so, and the complexities of building a niche firm overall.Por Intuit Accountants

1
The life-changing impact of good mentorship. A conversation with Jamie Johns. 48:18

1+ y ago48:18

48:18

Jamie Johns is the CEO & Founder of Australian firm, Sky Accountants. He also co-founded Wize Mentoring, along with Ed Chan and Brenton Ward to provide business coaching and personal development services to accounting firm owners who want to elevate their practice. In this episode, Jamie and Stuart discuss Jamie’s entrepreneurial journey to account…

1
50th episode special: Flipping the tables on Stuart McLeod (with Jess Marcello & George Connor) 42:05

1+ y ago42:05

42:05

This episode marks the Accounting Leaders Podcast’s 50th release. To celebrate, we flipped the tables on our show host and Karbon CEO, Stuart McLeod. No question was off limits. In this episode, Karbon’s Content Marketing Specialist, Jess Marcello, and Marketing Development Manager, George Connor, had a lively conversation with Stuart about the har…

1
What You Need to Know About Advising Clients on Crypto 23:00

1+ y ago23:00

23:00

Sonia Dumas, CEO of Curio Haus and Web3 Educator, specializes on educating tax professionals on cryptocurrency. Hear her expert advice for tax professionals on what questions they need to ask, tools they need to utilize, and how to advise their clients on everything revolving around cryptocurrency. Check out Intuit Accountants Cryptocurrency Tax Gu…

1
What Fellow Accounting Podcasters Have Learned 33:16

1+ y ago33:16

33:16

Blake Oliver and David Leary, co-hosts of the Cloud Accounting Podcast, join us to talk about trends in the industry, what they've learned from their journey in podcasting, and where they see firms heading in the future.Por Intuit Accountants

1
Full-bodied wine and accounting with Zane Stevens 34:16

1+ y ago34:16

34:16

Zane Stevens is the Director of Protea Financial—an accounting and bookkeeping firm specializing in wineries. In this episode, Zane talks about his life in South Africa, how he got into accounting, and what made him move to the US to start working in the winery consulting space. Zane and Stuart discuss what’s unique about winery accounting, how the…

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