PODCAST

Is Your Best Accountant Holding Your Business Back? | Accounting Voices

By

Technical expertise earns credibility, but the ability to delegate, build trust, and guide people through uncertainty determines how far a businesses can grow.

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services – See Today’s Special Offer

 

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

The step-by-step operating guide for CPA firms building, pricing, and scaling advisory services that clients value—and pay for.

Accounting Voices
With Rob Brown

An accounting firm’s biggest bottleneck may sit at the top.

The leader who reviews every return, answers every technical question, and makes every consequential decision can appear indispensable. But that dependence raises a difficult question: Who is building the business while its leader is busy checking the work?

In this episode of Accounting Voices, insights from conversations with nearly 50 influential voices in the profession highlight a pressing leadership challenge: Technical excellence is the starting point. Leading an enterprise requires a broader set of skills.

The episode calls this tension the “Competency Collision.” The expertise that helps accountants advance does not, by itself, prepare them to build adaptable organizations, develop future leaders, or make difficult decisions about what comes next. READ MORE →

Jeane Hardy: Work You Don’t Track Could Be Holding Your Firm Back | It’s Not Just the Numbers

By

Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory growth.

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by Radical Pricing: Optimize Profits, Delight Clients, and Build a Top-Value Firm
Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
The Break-Through Blueprint for Revolutionizing the CPA Firm Business Model

It’s Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines

Most accounting firm owners could tell you their billable hours down to the decimal. Far fewer could tell you where the other 25% to 30% of their team’s time goes.

Jeanne Hardy, CEO and founder of the practice management platform Levvy and the CAS firm Creative Business, joins Damien Greathead and Penny Breslin on It’s Not Just the Numbers to explain why that invisible work is the real barrier standing between most firms and a healthy advisory practice, and what she built to fix it.

MORE Penny Breslin and Damien Greathead | MORE Advisory & Consulting

JOIN From Scorekeeper to Strategist CAS Workshop | BUY “It’s Not Just the Numbers”

GoProCPA.com Exclusively for PRO Members. Log in here or upgrade to PRO today.

Hardy has lived this problem from both sides. She has run a CAS firm for 20 years and built software to solve the gaps she kept hitting inside her own practice. That dual perspective runs through the whole conversation.

READ MORE →

Caitlynn Eldridge: Some Build Smaller Firms to Make Room for Bigger Lives | Accounting Conversations

By

Recurring revenue, client boundaries, and an entrepreneurial mindset helps shape a career around family.

Sponsored by Radical Pricing by the Radical CPA, Jody Padar | See Today’s Special Offer

 Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

Optimize Profits, Delight Clients, & Build a Top-Value Firm!

Accounting Conversations
With Chayton Farlee
Center for Accounting Transformation

Caitlynn Eldridge, CPA, is not trying to win a revenue contest. She is building an accounting practice that leaves room for the rest of her life.

The mother of five describes a business with an intentionally manageable workload: 55 tax returns in the season she discusses, an employee handling bookkeeping and sales taxes, and a schedule she puts at 10 to 15 hours a week. She knows those choices may look modest alongside the growth stories filling social media. For her, they represent a deliberate definition of success.

MORE Center for Accounting Transformation | MORE CPA Trendlines Streaming Network

“This is purposeful. This is intentional,” Eldridge says.

On Accounting Conversations, she joins host Chayton Farlee to discuss how an accounting career can accommodate changing priorities, why students need to hear more than the public accounting pitch, and what entrepreneurship can offer professionals who want greater control over their work.

READ MORE →