Fire your clients!

FromAccounting Today Podcast

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Fire your clients!

FromAccounting Today Podcast

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Length:

29 minutes

Released:

Oct 3, 2022

Format:

Podcast episode

Description

ConvergenceCoaching has declared Oct. 21 "National Fire Some Clients Day," and partners Tamera Loerzel and Jennifer Wilson make the case for culling your client roster both strategically -- and ruthlessly.

Released:

Oct 3, 2022

Format:

Podcast episode

Titles in the series (100)

Accounting Today’s editors talk with thought leaders and changemakers from across the public accounting profession.

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Making DEI work in accounting: , the director of diversity and inclusion at the AICPA and CIMA, discusses what the profession needs to do to move the dial on diversity in accounting. by Accounting Today Podcast
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The CAS/bookkeeping opportunity: of Woodard Events lays out the potential size of the market for deeper client accounting/advisory services and bookkeeping – and what firms need to do make the most of it. by Accounting Today Podcast
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Inside Armanino's success: Leaders from the Top 20 Firm talk about how its entrepreneurial, innovative culture drove it from humble beginnings to its current position as one of the most highly regarded in the profession. Current and past CEOs Matt Armanino and Andy Armanino,... by Accounting Today Podcast
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Accounting's 'Mom' problem: CPA Moms founder talks about the issues facing women and mothers in accounting, and why innovative approaches like her unique franchise model can help. by Accounting Today Podcast
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Get ready for DAS: Ericka Racca, director of audit professional services at CPA.com, and Karl Busch, senior director of product management at the AICPA, describe the capabilities of the upcoming by Accounting Today Podcast
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Staffing trends for 2022: of Vaco discusses the obstacles and opportunities facing those looking to hire accountants in the New Year. by Accounting Today Podcast
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Fighting climate change through taxes: , global vice chair of tax at Big Four firm EY discusses tax-related trends highlighted by the recent COP 26 gathering, from carbon taxes to the tax incentives in recent and planned legislation around the world. by Accounting Today Podcast
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Private equity in accounting: of Whitman Business Advisors offers a primer on what the entry of PE money into the accounting profession means for firms. by Accounting Today Podcast
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Creating entertainment for accountants: of FloQast and of FloQast Studios take us behind the scenes of creating the first comedy series for accountants, "PBC," and share why the company is building its own content studio. by Accounting Today Podcast
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Innovations in employee benefits: Lou Ann Hutchison of details a unique new way firms can offer benefits to staff: the lifestyle spending account. by Accounting Today Podcast
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Inside CAS 2.0: Client accounting services has been hugely successful as a service offering, but president and CEO and vice president of growth and professional services say firms need to evolve toward the next stage: client advisory services. by Accounting Today Podcast
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A major inflection point in the firm life cycle: NxtStep Consulting founder identifies the key point at which growing firms need to change how they operate, or risk stagnating, and shares what the key issues they need to deal with. by Accounting Today Podcast
22 min listen
Issues in cannabis accounting: NACATPros' discusses the latest developments in the industry, and what accountants and tax pros who serve it need to know. by Accounting Today Podcast
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The IRS's $80 billion: , national director of tax technical services at the National Tax Office of Top 10 Firm CBIZ MHM, discusses what the new funding for the Internal Revenue Service in the Inflation Reduction Act means in terms of enforcement and greater audit activity,... by Accounting Today Podcast
26 min listen
Succession planning for small firms: AICPA vice president of small firm interests dives into the details of finding an exit plan for smaller practices, which can be even more fraught and complex than for larger firms. by Accounting Today Podcast
21 min listen
Taking partner comp to the next level: Partner compensation systems should be about much more than just divvying up the money, says of Axiom Consulting Partners — they should also be about achieving the firm's strategic goals. by Accounting Today Podcast
29 min listen
Auditing ESG reports on climate change and sustainability: , global assurance vice chair at EY, discusses how accounting firms can provide audit and assurance services to help companies with their ESG reporting and the formation of the new International Sustainability Standards Board. by Accounting Today Podcast
17 min listen
Why the Metaverse matters to you: , the newly appointed chief Metaverse officer at Prager Metis, explains why his firm is pioneering this new digital space, and what it can offer accountants. by Accounting Today Podcast
24 min listen
Getting progressive with technology: , the leader of the FreshBooks Accounting Partner Program talks about how firms can leverage new technologies to improve their client experience. by Accounting Today Podcast
24 min listen
Moving from hours to value: Professional services consultant of Business Success Solution dives into how accountants can find and communicate value without being dragged down by the anchor of the billable hour. by Accounting Today Podcast
23 min listen
A turning point in ESG reporting?: EY Americas corporate and ESG reporting thought leader dives into the recent SEC proposals around climate disclosures amid the broader context of the rise of ESG reporting. by Accounting Today Podcast
21 min listen
What should your marketing team look like?: Rhonda Clark, executive director of the Association for Accounting Marketing, and Christine Nelson, lead communications consultant of Ingenuity Marketing, lay out how firms should be throughout their life cycle. by Accounting Today Podcast
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Accountants and the fight against corruption: , director of public policy and regulation at IFAC talks about accountants' role in fighting economic crime worldwide, and the federation's new anti-corruption action plan. by Accounting Today Podcast
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Fire your clients!: ConvergenceCoaching has declared Oct. 21 "National Fire Some Clients Day," and partners make the case for culling your client roster both strategically -- and ruthlessly. by Accounting Today Podcast
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10 top tips for employee retention: Drawing on the best practices of Accounting Today's 2022 Best Firms to Work For list, here's a double-handful of the most effective, innovative ways to and lower turnover. by Accounting Today Podcast
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The future of audit: , CEO of public accounting at the AICPA, shares the latest trends and newest developments in this fast-changing corner of the profession, and looks ahead to what's next. by Accounting Today Podcast
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Fire your clients!

Fire your clients!

Description

Titles in the series (100)

More Episodes from Accounting Today Podcast