Podcasts by The Entrepreneurial CPA Podcast

6 Key Areas: #2b Value Proposition from 2020-08-22T16:32

Of the 6 key areas, one of the most critical ones for any business to understand is what is the value proposition they want to have and what is the perceived value proposition by others. Underst...

Bad Assumptions from 2020-05-04T11:20:17

Start your week with the knowledge you need to break free of the box and punch above your weight. This week, are you actually focusing on understanding and solving your client's needs and concer...

Being A Modern Seller from 2020-04-28T21:58:52

Do you wonder now more than ever how to use this time during covid-19 to talk to your clients about solutions and opportunities in a process that allows you to add value, be seen as relevant, an...

Emergency Workers from 2020-04-27T22:44:27

Check out our special guest co-host Donny Shimamoto as we discuss how during this time of covid-19 CPA's and accountants are positioned to serve emergency workers for our clients providing them ...

CPA's Role Cyber-Security from 2020-04-23T16:37:11

Given the complex situations we are faced with today and the unknown amount of disruption, what should a CPA's roles be in terms of looking out for their client's concerns around cyber security....

Bots Going Deeper from 2020-04-22T16:07:50

Watch and learn as we dig deeper into bots or robotic process automation (RPAs) with Rafael Casas Sr. Accountant Advocate with Sage and understand the key concepts you need to learn to get start...

Pricing During The Great Suppression from 2020-04-22T16:07:21

Adding to the challenges accountants and advisors are faced with today is the age old question, do you or don't you charge for your services. If you charge for them, what do you charge, how do y...

Bots: Getting Started from 2020-04-17T15:21:15

Check out our latest #covid-19 episode with special guest co-host Rafael Casas of Sage to talk about why even in today's uncertain times, organizations still need to identify, embrace, and deplo...

What Would You Do Now from 2020-04-15T17:05:31

As we all deal with the unknown territory of how to service our clients and function as a firm, take a listen to what time traveler would do using his knowledge of how the firm of tomorrow shoul...

Biggest Insurance Fears from 2020-04-10T21:39:41

As you are focusing on understand the #CARESact and helping their clients, are we missing a major concern right in front of us? Watch as I discuss with Joseph Brunsman best selling author and ma...

Behind the CIQ from 2020-04-07T21:14:34

If you have watched an episode of LIFT before you know the key to any businesses success is to solidify the intangibles (check out that episode here:https://youtu.be/RC55WpJQUhw), in this episod...

Care Act Update from 2020-04-05T22:57:12

Feeling over loaded with trying to stay on top of everything with the care act? Don't loose sight that the most important aspect isn't that you know every detail, but that you focus on how you t...

Backdrop from 2020-04-04T14:11:48

Now that we have all made the push to working from home, it is time to re-think what your webcam backdrop says about you and your brand.

Understand the importance of your brand on video a...

How Proactvitiy Works from 2020-04-02T21:58:31

Everyone likes to talk about how they are advisors to their clients or how they are anticipatory. But what does it really mean to have a scaleable repeatable process to increase firm revenue bui...

Deadline changes from 2020-03-30T14:36:32

Do you feel like your head is spinning trying to keep track of all the tax filing changes coming in 2020 as a result of covid-19? You are not alone. If our heads our spinning, imagine how our cl...

The Importance of the BIZ from 2020-03-11T18:08:42

If you have watched the show before you know two things. One advisory services are the future for CPA firms. Two, the BIZ survey is a key component of delivering these services. We felt like it ...

Proactive Planning Process from 2020-03-04T17:34:22

When it comes to delivering advisory services, you must have a process in place. Long term success cannot be achieved by just winging it each time. Watch and learn how to embrace a proactive pla...

Firing Clients from 2020-03-01T23:13:51

By this time in March we all have had this thought more than once. I just want to fire that client.

Learn how you need to follow through on that thought and fire clients who are not the r...

Mindfulness from 2020-03-01T23:09:55

Why have the concept of brands become so important and why do millennials view the concepts of brands vastly different from prior generations? Tune in and find out the insights from the millenni...

B&B Book Now from 2020-03-01T23:07:34

Has Dr. Sean seen too much and has decided to retire and open a B&B on the Jersey shore? Tune in and find out what B&B means in 2020 and how to get ready to embrace the future.

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Creating Virtual Teams from 2020-02-25T15:28:31

You can't become the most relevant advisor to your clients by trying to do everything yourself. Learn how to create a virtual teams and compete with the largest firms in the market today no matt...

Going Gig from 2020-02-18T21:19:20

Are you feeling the pain of a staffing shortage in the accounting industry? Learn how to harness the power of gig works to evolve into the firm of tomorrow.

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Most Relevant Advisor from 2020-02-14T11:48:13

What do your clients think about you? Are you on the top of their mind when trouble strikes? Do they see you as proactive or reactive?

Do they see you as relevant or not?

Understan...

Being Human from 2020-02-11T13:55:55

We take a step back to understand how to work with remote employees and bring it back to one simple question. Are you being human with those you work with? It may sound basic, but the solution t...

Tired of Taxes - The Benefits from 2020-01-29T19:06:47

It can be hard to find true happiness while buried behind a mound of tax returns. We sit down with Rebekah Smith & C. Zachary Meyers and heard how moving past being tired of taxes, helped them f...

Process from 2020-01-27T08:00

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, understand how you cannot take steps towards success if you don't have a good proces...

Wrong Question from 2020-01-24T09:18:33

Are you starting to feel the pain of another busy season? Do you feel like your about to repeat everything the same as a year ago with the same unpleasant result? Tune in and and understand why ...

The Why from 2020-01-22T09:18:45

If our goal is to become our client's most #relevantadvisor, our why. How do provide business advisory services to our clients helping them understand in turn their why? Listen as Paul and Garre...

Client Positioning from 2020-01-20T08:00

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, I discuss how to think about how to position yourself to your clients to embrace you...

History of Competitive Advantage from 2020-01-12T22:57:47

When you are serving as a #relevantadvisor, it is important to understand a range of knowledge beyond just the debits and credits. Understand the history of competitive ...

Future Advisory Services from 2020-01-12T22:49:57

As we bring in the new year, we ask the time traveler what we can expect to see in the future of advisory services here in the U.S.. Learn as we ask Paul and don't let behind, start 2020 on a pa...

What's Next from 2020-01-06T21:23:28

We have gone through the six key areas of providing business advisory services, so it is time to stop and ask what 's next? Learn how to deploy these tools and transform your firm into and advis...

NACVA Tired of Taxes: The Beginning from 2019-11-30T15:59:58

It is time to go way back to the beginning and understand how and why the NACVA was formed. Understand how this outstanding association got started and how they help thousands of accountants eac...

6 Key Areas - #6 Culture from 2019-11-29T11:41

The famous saying goes, culture eats strategy for breakfast. Learn how to bring this classic idea into business advisory services as we wrap up our series with the 6th and final skill, culture.<...

6 Key Areas - #5 KPIS from 2019-11-28T11:41

As we continue on in our series of the 6 key areas of business advice, we dive into number 5 and for us accountants, it is all about the numbers. Learn how you can use your knowledge of accounti...

6 Key Areas: #4 Delivery from 2019-11-27T11:41

Continue on your journey into understanding the 6 key ingredients to delivery business advisory services to your clients. For #4, we talk about how to help your clients understand how to deliver...

6 Key Areas: #3 7 Wastes from 2019-11-26T11:41

As we continue to dive into the 6 key areas to becoming a #relevantadvisor, we dive into #3. Learn how to understand the concept of the 7 waste and help your clients focus on the roadblocks hold...

NACVA Tired of Taxes: Collaboration from 2019-11-24T22:16:49

Before you realize it will be January and time for another tax season, don't get caught in another year of being tired of taxes. Now is the time to take the plunge and understand how the NACVA c...

Becoming An Entrepreneurial CPA from 2019-10-21T08:50:23

This week we kick it off talking about what it means to become an Entrepreneurial CPA, making the shift to proactivity, and going after the career you always wanted but never knew you could have...

Death of the Accountant from 2019-10-20T19:59

Do you feel the pain of another busy season? Do you spend all weekend long working to get another return out the door before the 10/15 deadline, only for your clients to wait another six months ...

Tired of Taxes: When Disaster Strikes from 2019-10-18T20:32

Before we are hit with the dreaded 10/15 deadline, take a few minutes to accept that you are just tired of taxes and ready for a change. Learn how to be ready to help your clients when disaster ...

6 Key Areas: # 1 Add Value from 2019-10-16T15:25

Continue our deeper dive into the 6 key areas you can give proactive advice. In this episode we take a deep dive into how to add value and help your client's organizations grow through the insig...

Pulling It Together - 6 Key Areas from 2019-10-14T23:08:45

Time to pull together the first 28 episodes and recap the six key areas of business advise and take that deeper dive into how to not just talk about but actually delivery advisory services. Plus...

6 Key Areas: #2a - 4 Ways to Grow from 2019-10-08T21:16:07

If you are going to provide business advisory solutions, you need to be able to talk about growth. Understand the concepts of the four way to grow a business and get ready to talk to about them ...

Stop Now from 2019-09-02T09:00

"Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, are you ready to stop the negative thoughts inside your head and instead focus on p...

Advisory Box: Selling - Part 2 from 2019-08-26T12:55

Take the mystery out of how to sell advisory services and understand exactly what the "advisory box" is with this latest update from the time traveler. Follow up on Part 1 with a deeper dive int...

It's Not About The Money from 2019-08-25T22:39:46

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, start to think about what you want out of your career and life aside from just a pay...

The Team from 2019-08-25T22:35:38

"Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, do you have a driven and engaged team around you helped you to execute? You are onl...

Advisory Box: Selling - Part 1 from 2019-08-25T22:32:59

Take the mystery out of how to sell advisory services and understand exactly what the "advisory box" is with this latest update from the time traveler. Stay tuned and check back soon for part 2....

I want from 2019-08-11T23:25:43

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, do you recognize the difference between what you want and what is actually in the be...

Getting started with RPAs from 2019-08-11T23:22:25

In this episode we dive into two critical areas, the first, how you should start with robotic process automation (RPAs) tools and the second even more importantly, how to leverage RPAs to deal w...

Blockchain Update from 2019-08-11T23:17:02

Don't let all the haters get you down, blockchain isn't going anywhere but up in 2019. Check out where blockchain is headed and what you need to know going into the second half of 2019.

...

Overcoming Fear from 2019-06-24T22:46:40

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, we continue to talk about why now is the greatest time to be an accountant and how t...

Tidal Wave from 2019-06-24T22:46:25

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, we continue to talk about why now is the greatest time to be an accountant and how t...

Entrepreneurs Are Everywhere from 2019-06-24T22:45:55

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, understand why entrepreneurs are everywhere and how to begin to understand this new ...

Struggles to Sell Proactivity from 2019-06-23T21:55:48

Why do so many accountants struggle to sell proactive services to their clients? Is there something in our DNA or maybe the water which holds us back? Find out as we look into the future, how to...

Struggles to provide advise from 2019-06-23T21:52:59

Why do so many accountants struggle to provide proactive advice to their clients? Are accountants allowed to talk about anything besides tax returns and the past? Wait no further for the answer,...

Remote Worker Time from 2019-06-23T21:50:08

Are you waiting for the year 2040 to get started with remote workers? Do you not think millennials are responsible enough to work from home, despite how much they think they can? Tune in and fin...

Vacation Anyone from 2019-06-23T21:46:29

Are you ready to take a vacation or do you plan to just keep working every single day? Do you know how to stop working, relax, and disconnect to recharge your energy? Tune in and find out the in...

Power of Brands from 2019-06-23T21:42:47

Why have the concept of brands become so important and why do millennials view the concepts of brands vastly different from prior generations? Tune in and find out the insights from the millenni...

Are Men Getting Dumber? from 2019-06-23T21:39:24

Some say it was bound to happen, men across the country appear to be getting dumber? Can this be right and what does this mean for the future of the workforce? Find out on the latest episode of ...

CCH breach - It can happen to you from 2019-06-07T16:58

Have you recovered from the outage that happened a few weeks ago? Have you already started to move on? Worst yet, do you think that since you are not in the cloud, you don't have anything to wor...

CCH breach - filing your claim from 2019-06-07T16:49:54

Was your firm impacted by a recent possible cyber breach, be it CCH or Cetrom or any other? Do you know the steps to take to file your cyber claim to make sure you are covered? Statistically, th...

Getting Started from 2019-05-13T09:03

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, we follow up on why now is the greatest time to be an accountant and how to get star...

Under the Microscope from 2019-05-12T21:54:26

We take your questions and answer them live! In this episode we answer a viewers question asking what it means to put your team under the microscope. Let's hear what the time traveler has to say...

Elephant Sandwiches from 2019-05-12T21:53:13

We take your questions and answer them live! In this episode we answer a viewers question asking what it means to eat elephant sandwiches. Let's hear what the time traveler has to say.

A...

Why Now Is The Greatest Time To Be An Accountant from 2019-05-06T09:03

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, understand why now is a great time to be an account but only if you are ready for th...

Bacon&Eggs from 2019-04-01T00:15:41

While bacon and eggs may be the greatest breakfast food ever, what do they have to do with running a CPA firm? Learn the difference between the pigs and chickens, the role each plays and see whi...

Viewer Q&A Intangibles from 2019-04-01T00:13:03

Paul and Garrett have tossed around the word intangibles more than once before, but what are they talking about? Tune in and learn one of the most important concepts if you want to become a rele...

Viewer Q&A 21st Century CPA from 2019-04-01T00:10:54

Our audience wrote in and asked what are the traits of the 21st century CPA, tune in and hear what Paul has to share on the subject and if you fit the mold.

Are you ready for the future?...

Busy? from 2019-03-30T10:56

Do you feel like you are stuck on a constant state of being busy? Do you feel like being busy is a bad thing? Do you worry that you will never get anything done? Understand how Entrepreneurial C...

Entrepreneurial CPA Podcast: Amy Franko from 2019-03-26T10:57

Do you know what it means to be a modern seller? Do you know the 5 dimensions of a modern seller? You don't yet, but you will after listing when we sit down with Amy Franko on the latest episode...

What Is Your Value from 2019-03-24T22:23:52

What is the value of an employee in any company? Is it just their age, how many hours they work in a week, their salary? Or is it something more? Learn from the millennial mind how they view the...

Personal Branding from 2019-03-24T22:19:28

I think therefore I am. We have all heard that saying before, but does the same apply to I am a brand and therefore I am also apply? Take a dive into the millennial mind and understand why perso...

Content Marketing from 2019-03-24T22:16:21

What is this new concept called content marketing and why does it matter to the millennial mind? Tune in for the latest episode and find out.

Do you have your own opinion on the millenni...

Stop Waiting from 2019-03-24T07:32

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, are you sitting around waiting for success to hit you like a bolt of lighting or are...

Teaming Up from 2019-03-18T09:00

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, learn what the famous movie has in common with the changing accounting landscape. Listen

Internal Controls Are Cool from 2019-03-11T08:00

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, do you think intern controls are cool? Find out why Dr. Sean think you need to think...

Crypto winter, say what? from 2019-03-04T08:00

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week has the crypto winter destroyed the blockchain hype and momentum from 2018 or is the ...

Viewer Q&A Getting Started with Value Pricing from 2019-03-03T21:59:07

We take your questions and answer them live! In this episode we answer a viewers question asking how to get started with value pricing. Let's hear what the time traveler has to say.

Are ...

The Firm of Tomorrow: The Beginning from 2019-03-03T21:57:34

How do you build the firm of tomorrow? You start at step one in the beginning. Watch behind the scenes as we build the firm of tomorrow from the inside out. The best laid plans often go awry and...

Level Up from 2019-03-03T21:56:38

It is time for the team to #levelup in 2019, tune in to see how the team at the Entrepreneurial CPA show is taking steps to usher in the firm of tomorrow to create the future of accounting. We a...

Automation Nation from 2019-03-03T21:55:39

Are you taking steps to automate your work life? If not, you may be turning away millennials. Learn why automation matters to the millennial mind and how to get started with automation today. Listen

CPAs on Demand from 2019-03-03T21:54:08

Don't think CPA's are cool? Then you really will not be ready for the hottest trend, CPAs on demand. Learn what all the hype is about and what it means for the profession.

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JPM Coin Update from 2019-03-03T21:51:42

Blockchain is still all the buzz and JPM's new stable coin helps it #levelup. Learn what you need to know about the latest crypto offering.

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Self Image from 2019-01-28T07:58

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, think about how you want others to view you and how they see you everyday.

S...

Are You Improving? from 2019-01-21T07:55

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week, I want to as you a question. Are you constantly improving yourself?

Subscrib...

Start Early from 2019-01-14T09:35:33

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week think about starting early and get a head start on the upcoming busy season.

...

Investing In Yourself from 2019-01-14T09:34:42

Start your week with the knowledge you need to break free of the box and punch above your weight.  This week think about investing in yourself everyday.

Subscribe To "The Entrepreneurial...

Shayla Sanders: NYSSCPA COAP program superfan from 2018-05-07T16:55:44

Shayla Sanders staff accountant at Mengel, Metzger, Barr & Co. LLP may appear to be like any other first year staff accountant, but learn her unique path to joining the profession through the Ne...

Michelle Staebell: Creating a rewarding career from 2017-10-16T10:43:37

Michelle had a vision when she started her CPA firm, providing outstanding customer service while making sure she still had an enjoyable and rewarding life outside of work.  Hear how she created...

Chris Brown: Being a leader from 2017-10-16T10:43:30

If you have never been fortunate enough to work with an amazing and caring leader, you need to hear how what Chris is doing at his firm.  Hear how Chris’s belief in leadership and constant impro...

Tim Cowley: Not waiting around from 2017-10-16T10:43:23

When you have done everything in the accounting industry by a young age, the only thing left to do is to go out on your own.  Hear how Tim was able to accomplish a life’s worth of accomplishment...

Bryan Eberle: Time for a paradigm shift from 2017-10-16T10:43:17

Bryan is an expert at helping accounting firms make a crucial paradigm shift towards being proactive advisors. Hear what brought Bryan’s unique skillset into the public accounting landscape and ...

Adam Hale: Solving problems from 2017-10-16T10:42:57

What happens when you combine an outside the box problem solver with a CPA?  You end up with Summit CPA, an accounting firm that has shattered the mold of traditional firms. Hear first hand what...

Edward Mendlowitz: Doing things your way from 2017-10-15T18:53:52

Looking to have a truly rewarding career in public accounting? Hear from Ed’s outstanding wisdom on how to pave your own unique path at you progress through your career. As a bonus, click here t...