100 Folgen

CPA Conversations podcast series focuses in on accounting-related news and hot topics.

CPA Conversations podcast Pennsylvania Institute of Certified Public Accountants

    • Wirtschaft

CPA Conversations podcast series focuses in on accounting-related news and hot topics.

    How to Get Valuable Client Referrals Without Asking

    How to Get Valuable Client Referrals Without Asking

    Client referrals are a time-honored avenue of prospect generation for CPAs. However, coming out and asking for referrals can be a delicate matter to the firm/client relationship. Today’s guest, Stacey Brown Randall, author of Generating Business Referrals Without Asking, shares ways to ensure client referrals without having to be so forward as to inquire about them.
    To read the full transcript click here. 

    • 20 Min.
    Time May Be Ripe for a CPA Move into Consulting

    Time May Be Ripe for a CPA Move into Consulting

    The economic uncertainly introduced by the COVID-19 pandemic might make it seem like a bad time to take a significant career leap, but business strategist and consultant Veronica Sagastume believes the timing could not be better. She discusses the signs that a CPA may be ready for such a step, ways that CPAs can generate revenue for their consulting business, and the importance of establishing a personal brand identity for a new venture.
    To read the full transcript click here. 

    • 18 Min.
    Don’t Ignore Your Team’s Resistance to Change

    Don’t Ignore Your Team’s Resistance to Change

    The accounting profession is in a perpetual state of change, which has been amplified by the coronavirus pandemic. Because of this state of flux, it is important for a manager to know when their team is ready for change and when they definitely are not. In today’s podcast, Liz Uram, owner of The Coach and Mentor Group, provides some details on the signs that a team is resistant to change, including the inability to adjust behavior, employee turnover, and more.
    To read the full transcript click here.

    • 14 Min.
    Demand for Accounting Advisory Services on the Rise

    Demand for Accounting Advisory Services on the Rise

    While accounting advisory services have been a need for a long time, the onset of coronavirus-concerned issues, such as the Paycheck Protection Program, Economic Injury Disaster Loans, and others have brought this opportunity to the forefront for CPA firms. We are joined by Randy Johnston, executive vice president of K2 Enterprises, to discuss what sorts of services constitute advisory as well as emerging advisory areas for 2020 and beyond.
    To read the full transcript click here. 

    • 12 Min.
    Financial Institutions: Be Wary of COVID’s Effect on Current Expected Credit Losses

    Financial Institutions: Be Wary of COVID’s Effect on Current Expected Credit Losses

    In a preview of the panel discussion he will be moderating at the Sept. 22 PICPA online Financial Institutions Conference, Patrick J. Mulloy, CPA, partner, audit services, for RSM US LLP in Philadelphia, discusses the impact of coronavirus on current expected credit losses. Among the aspects he shares with us are allowances for loan loss calculation and the process for determining Paycheck Protection Program loans and grants.
    To read the full transcript click here.

    • 16 Min.
    A CFO’s Perspective on COVID Recovery and Disaster Preparedness

    A CFO’s Perspective on COVID Recovery and Disaster Preparedness

    In a preview of his fall 2020 Pennsylvania CPA Journal Business & Industry column, Michael F. De Stefano, CPA, chief financial officer for RKL in Lancaster, Pa., discusses the experience of his organization when it became clear that the coronavirus pandemic was going to be more than just a fleeting inconvenience, including applying for a Paycheck Protection Program loan, becoming experts on new communications channels, and taking steps to reduce burnout among colleagues and staff.
    To read the full transcript click here.

    • 28 Min.

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