Can private equity save the CPA firm from disruption? feat. Charly Weinstein, CEO at EisnerAmper

FromEarmark Podcast | Earn Free Accounting CPE

Start listening View podcast show

Can private equity save the CPA firm from disruption? feat. Charly Weinstein, CEO at EisnerAmper

FromEarmark Podcast | Earn Free Accounting CPE

ratings:

Length:

26 minutes

Released:

Nov 15, 2021

Format:

Podcast episode

Description

Our GuestCharles Weinstein, CEO @ Eisner Advisory Group LLChttps://www.linkedin.com/in/charles-weinstein-7b595543/

Released:

Nov 15, 2021

Format:

Podcast episode

Titles in the series (71)

This show is brought to you by Earmark, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE by listening to the episodes on this podcast and more! Sign up for our mobile app to earn free CPE whenever you want, wherever you go. Learn more at https://earmarkcpe.com.

Skip carousel

How to Free Your CPE with Earmark: Learn how accountants can earn free CPE for listening to this podcast with the Earmark CPE mobile app. Join the movement to free your CPE at https://earmarkcpe.com. by Earmark Podcast | Earn Free Accounting CPE
1 min listen
The "How" of Being Intentional with Twyla Verhelst, CPA and Andrea MacDonald, CPA: Today, I'm joined again by Twyla Verhelst, CPA for part two of our series, Being Intentional in Your Modern Firm. We're talking with Andrea MacDonald, CPA about being intentional about servicing offerings, choosing niches, and pricing. We'll also talk abo by Earmark Podcast | Earn Free Accounting CPE
64 min listen
The future of QuickBooks with Hector Garcia, CPA: With QuickBooks Desktop slowly phasing out, what is the future of QuickBooks Enterprise? Enter QuickBooks Online Advanced, the future of QuickBooks in the mid-market. Join Hector Garcia, CPA, a top QuickBooks expert, and ProAdvisor, to learn about what he by Earmark Podcast | Earn Free Accounting CPE
72 min listen
Being intentional in your modern firm with Twyla Verhelst, CPA, and Kristen Keats, CPA: Twyla Verhelst, CPA, and Kristen Keats, CPA, join the show to discuss what it means to be "intentional" in your firm. From the sort of clients you want, to your firm's values, to the staff that you aim to recruit, being intentional can make a big impact. by Earmark Podcast | Earn Free Accounting CPE
51 min listen
CPA versus CMA with IMA President Jeff Thomson: Blake sits down with Jeff Thomson at the Institute of Management Accountants Texas Council Conference to talk about the Certified Management Accountant (CMA) designation and how it compares to the CPA license. We learn that public accounting is no longer by Earmark Podcast | Earn Free Accounting CPE
32 min listen
Selling advisory services with Josh Lance of Lance CPA Group: Joshua Lance, CPA, CGMA, shares his best practices for selling advisory as part of your accounting firm's services. Learn how to extract the value of advisory services you're already providing on an ad hoc basis by formalizing the advisory relationship as by Earmark Podcast | Earn Free Accounting CPE
57 min listen
How to fix the IRS and CPA with AICPA's Sue Coffey and Tom Hood: Let's get real. The IRS is in trouble. The CPA pipeline is shrinking. Diversity efforts have stalled. GAAP continues to decline in relevance. So how do we fix it? Sue Coffey and Tom Hood join to discuss these issues and what the AICPA is doing to help. by Earmark Podcast | Earn Free Accounting CPE
53 min listen
The Digital CPA joined High Rock Accounting & hasn’t looked back (Jay Kimelman and Rachel Fisch): Jay Kimelman and Rachel Fisch join the show to talk about High Rock Accounting’s second acquisition: The Digital CPA. Learn why a solo CPA like Jay wanted to join a larger firm plus lessons learned from High Rock’s previous acquisition. by Earmark Podcast | Earn Free Accounting CPE
28 min listen
A timesheet debate & why work takes so long with Edward Mendlowitz, CPA, Partner at Withum: Edward Mendlowitz, CPA, partner at Withum, and prolific writer and educator, joins the show to talk timesheets (and why "timesheets are invaluable"), Ed's biggest mistake, the story of a hotshot manager with terrible realization, how Ed's firm hired for s by Earmark Podcast | Earn Free Accounting CPE
68 min listen
A tale of two mergers with Kenji Kuramoto and Matthew May of Acuity: In today's episode, we've got a very spirited crossover/collab with Kenji and Matthew of "Drink While You Think," a weekly mashup of alcohol and accounting on the Acuity YouTube Channel. Kenji Kuramoto, the CEO and Founder of Acuity, and Matthew May, Acui by Earmark Podcast | Earn Free Accounting CPE
45 min listen
Is Tether a fraud? (with guest Dr. Sean Stein Smith): Stablecoins are cryptocurrencies backed one-to-one with U.S. dollar - in theory - but that has never really been tested. One of the biggest stablecoin issuers, Tether, has never been audited. It's a mysterious organization with $80 billion in assets, maki by Earmark Podcast | Earn Free Accounting CPE
35 min listen
Blockchain for accountants with Ben Taylor, founder of SoftLedger: Ben Taylor, CPA, joins the show to share what accountants need to know about blockchain and cryptocurrencies. And he should know because his company SoftLedger is a cloud-based general ledger that supports cryptocurrency accounting. Listen to earn free CP by Earmark Podcast | Earn Free Accounting CPE
61 min listen
Can private equity save the CPA firm from disruption? feat. Charly Weinstein, CEO at EisnerAmper: Charly Weinstein, CEO at EisnerAmper, discusses why his firm decided to split off audit into a separate CPA firm while also taking on private equity investment in a new, non-CPA entity that will offer tax and consulting services. While the alternative pra by Earmark Podcast | Earn Free Accounting CPE
26 min listen
How to communicate financial information to normal people with Geni Whitehouse: Geni Whitehouse teaches us why communication matters and how to adjust our communication to different personality profiles so that accountants can become more effective advisors to our clients. by Earmark Podcast | Earn Free Accounting CPE
58 min listen
High Rock Accounting is a high growth firm with Liz Mason, Rachel Fisch, and Megan Tarnow: In this episode, I'm talking with Liz Mason, Founder, and CEO of High Rock Accounting, Rachel Fisch, High Rock's Chief Global Development Officer, and Megan Genest Tarnow, High Rock's Nonprofit Industry Lead about High Rock's acquisition of The Mobius Gro by Earmark Podcast | Earn Free Accounting CPE
24 min listen
How to save the CPA with Todd Shapiro of the Illinois CPA Society: Is the CPA profession fading away? What can we do to fix it? In this bonus episode, Blake meets with Todd Shapiro, President and CEO of the Illinois CPA Society to talk about the current state of the profession, what Todd thinks about it, and maybe find s by Earmark Podcast | Earn Free Accounting CPE
24 min listen
Client data security: Best practices to protect your firm and clients with Byron Patrick, CPA: According to a report from 2021, some 42 percent of business and professional services organizations suffered ransomware attacks over the past year. As the number of cyberattacks continues to rise, it is imperative that we prioritize protecting our data. by Earmark Podcast | Earn Free Accounting CPE
60 min listen
Who cares about lease accounting? with Issac Heller of Trullion: Blake talks with Issac Heller about the new lease accounting standards, whether or not investors really care, what accountants need to know either way, how accountants can create transparency for auditors to make audits better for all, and more. by Earmark Podcast | Earn Free Accounting CPE
61 min listen
How to get a fully remote accounting job according to Scott Orn of Kruze Consulting: Scott Orn of Kruze Consulting shares what he looks for in fully-remote hires, how they can get a fully-remote job, and how they can be successful in that job. by Earmark Podcast | Earn Free Accounting CPE
40 min listen
Real talk with "The Real Estate CPA," Brandon Hall of Hall CPA PLLC: Brandon Hall built a marketing funnel that gets his firm 400 inbound inquiries per month translating to 30-40 new tax planning clients. He also manages his 33-person firm without timesheets. Learn what he looks at instead of hours to manage scope creep an by Earmark Podcast | Earn Free Accounting CPE
59 min listen
The Path to Advisory in Client Accounting Services (Part 3 of 3) with Dan Gertrudes of GrowthLab Financial: We all want to add advisory services to our outsourced accounting practices to increase our value and make more money. But what does that mean and how do we do it? In this three-part series, Dan Gertrudes details how his firm, GrowthLab Financial, has ove by Earmark Podcast | Earn Free Accounting CPE
51 min listen
Deconstructing timesheet defenses with Ron Baker, CPA, founder of VeraSage Institute: In this episode, I’m joined by Ron Baker, CPA, founder of VeraSage Institute, and host of the talk radio show, The Soul of Enterprise. When he heard my interview with Ed Mendlowitz in “A Timesheet Debate & Why Work Takes So Long,” (Episode 3), he coul by Earmark Podcast | Earn Free Accounting CPE
60 min listen
Why Peloton co-founder Graham Stanton wants you to IPO on QuickBooks: Graham Stanton ran accounting and finance at Peloton. He hired the first CFO, oversaw a troubled ERP implementation, and resolved to someday make it possible for every QuickBooks company to avoid a costly ERP implementation. by Earmark Podcast | Earn Free Accounting CPE
63 min listen
The Path to Advisory in Client Accounting Services (Part 1 of 3) with Dan Gertrudes of GrowthLab Financial: We all want to add advisory services to our outsourced accounting practices to increase our value and make more money. But what does that mean and how do we do it? In this three-part series, Dan Gertrudes details how his firm, GrowthLab Financial, has ove by Earmark Podcast | Earn Free Accounting CPE
42 min listen
Quality Management: The secret to a scalable accounting practice with John Rea and Rachel Fisch: Why do so many accounting firms fail to grow effectively? One common reason is that owners struggle to maintain the high quality their clients expect as they delegate work to staff. Learn simple steps you can take to implement Quality Management in your o by Earmark Podcast | Earn Free Accounting CPE
54 min listen
The Path to Advisory in Client Accounting Services (Part 2 of 3) with Dan Gertrudes of GrowthLab Financial: We all want to add advisory services to our outsourced accounting practices to increase our value and make more money. But what does that mean and how do we do it? In this three-part series, Dan Gertrudes details how his firm, GrowthLab Financial, has ove by Earmark Podcast | Earn Free Accounting CPE
47 min listen
The path towards advisory in tax with Jorge Olavarrieta and Minal Babaria: We're continuing the Path to Advisory series and now moving on to tax. Today, I'm joined by Jorge Olavarrieta, Intuit's VP of Product Management and Design, and Minal Babaria, CPA, CTC, CEO and founder of KB Tax Deviser CPAs to talk about Intuit's white p by Earmark Podcast | Earn Free Accounting CPE
48 min listen
Adventures in NoCode with Chad Davis, founder of LiveCA: Chad Davis, founder at LiveCA, shares why his firm created a new NoCode service offering — and much more! by Earmark Podcast | Earn Free Accounting CPE
58 min listen
Keep calm & automate your client onboarding with Korey Cournoyer of GrowthLab Financial: New client onboarding is one of the most challenging and painful aspects of running an accounting firm. But it’s also a significant opportunity to set yourself up for success. It sets the tone for the entire relationship. Grab a coffee and join us to lear by Earmark Podcast | Earn Free Accounting CPE
54 min listen
Your future may be Your Part-Time Controller — with founder Eric Fraint: Today we're talking to Eric Fraint, the founder and President of Your Part-Time Controller, LLC - a top 100 Accounting Firm! Eric shares why he started his firm, the move of his employees to remote work, and how he has been so successful running a non-tra by Earmark Podcast | Earn Free Accounting CPE
64 min listen

More Episodes from Earmark Podcast | Earn Free Accounting CPE

Skip carousel

How to Sell Your Accounting Firm by Earmark Podcast | Earn Free Accounting CPE
57 min listen
The 5 Apps You Need In Your Accounting Firm by Earmark Podcast | Earn Free Accounting CPE
57 min listen
Navigating the Identity Crisis in the CPA Profession by Earmark Podcast | Earn Free Accounting CPE
60 min listen
Making Audit Matter Again: The Future of Assurance by Earmark Podcast | Earn Free Accounting CPE
55 min listen
How Expat Clients Can Legally Slash Their Tax Bill by Earmark Podcast | Earn Free Accounting CPE
55 min listen
Hollywood Accounting: A CPA's Journey Into Entertainment by Earmark Podcast | Earn Free Accounting CPE
60 min listen
The Future of QuickBooks by Earmark Podcast | Earn Free Accounting CPE
59 min listen
How AI is Transforming and Disrupting Audit by Earmark Podcast | Earn Free Accounting CPE
57 min listen
Solving Accounts Payable Pain Points with MakersHub by Earmark Podcast | Earn Free Accounting CPE
49 min listen
From Public Accounting to Tech Unicorn IPOs With Brandt Kucharski by Earmark Podcast | Earn Free Accounting CPE
63 min listen
Harness the Power of AI: Practical Uses for Accountants by Earmark Podcast | Earn Free Accounting CPE
60 min listen
Overcoming Burnout to Create a Sustainable Accounting Practice by Earmark Podcast | Earn Free Accounting CPE
59 min listen
The Young CPA Perspective on the Talent Shortage by Earmark Podcast | Earn Free Accounting CPE
63 min listen
How Logan Graf Built a Dream Firm in Three Years by Earmark Podcast | Earn Free Accounting CPE
70 min listen
Jody Grunden's $10 Million Secret: Weekly Client Meetings by Earmark Podcast | Earn Free Accounting CPE
67 min listen
Accounting Firm Marketing In The Era of Generative AI by Earmark Podcast | Earn Free Accounting CPE
51 min listen
From Auditor to Google: How Mike Manalac Landed His Dream Job in Accounting by Earmark Podcast | Earn Free Accounting CPE
59 min listen
Becoming Employee-Owned: How BDO Broke Out of the Partner Model by Earmark Podcast | Earn Free Accounting CPE
51 min listen
An Alternative To Advisory: Collaborative Accounting by Earmark Podcast | Earn Free Accounting CPE
53 min listen
Soft Skills, Not Spreadsheets: Keys to a Successful Accounting Career by Earmark Podcast | Earn Free Accounting CPE
60 min listen
From Felon to Firm Owner: An Unconventional Path in Accounting by Earmark Podcast | Earn Free Accounting CPE
67 min listen
Beat the House: Tax Strategies to Offset Gambling Winnings by Earmark Podcast | Earn Free Accounting CPE
55 min listen
Did They Just Kill Desktop? 2023 QuickBooks Update with Hector Garcia, CPA by Earmark Podcast | Earn Free Accounting CPE
48 min listen
From EY to Starbucks to Startups with Keeley Favoino, CPA, Controller at Foxtrot by Earmark Podcast | Earn Free Accounting CPE
75 min listen
Finances Uncovered: Empowering OnlyFans Creators with Expert Accountancy by Earmark Podcast | Earn Free Accounting CPE
54 min listen
From 3 Orders a Day to $300 Million in Revenue: Scaling Accounting at PopSockets by Earmark Podcast | Earn Free Accounting CPE
65 min listen
Pro Wrestling, Anime, and Financial Modeling with Ariel Menche by Earmark Podcast | Earn Free Accounting CPE
59 min listen
How Accountants Can Profit From The Subscription Economy by Earmark Podcast | Earn Free Accounting CPE
68 min listen
To be, or not to be a CPA firm with Chase Birky of Dark Horse CPAs by Earmark Podcast | Earn Free Accounting CPE
55 min listen
The Chick-fil-A of payroll providers with Tim Petrey of HD Davis CPAs by Earmark Podcast | Earn Free Accounting CPE
54 min listen

Discover this podcast and so much more

Can private equity save the CPA firm from disruption? feat. Charly Weinstein, CEO at EisnerAmper

Can private equity save the CPA firm from disruption? feat. Charly Weinstein, CEO at EisnerAmper

Description

Titles in the series (71)

More Episodes from Earmark Podcast | Earn Free Accounting CPE