96 Folgen

Do you feel trapped inside a small box at work? Do you feel like nobody around you shares the same passion in your success as you do? The Entrepreneurial CPA podcast is here to help! Learn how to think outside the box and fuel your entrepreneurial spirit from some of the most passionate trailblazers in the industry. Invest in yourself to achieve the goals and dreams that you want. #InvestInYourself

The Entrepreneurial CPA Podcast The Entrepreneurial CPA Podcast

    • Karriere

Do you feel trapped inside a small box at work? Do you feel like nobody around you shares the same passion in your success as you do? The Entrepreneurial CPA podcast is here to help! Learn how to think outside the box and fuel your entrepreneurial spirit from some of the most passionate trailblazers in the industry. Invest in yourself to achieve the goals and dreams that you want. #InvestInYourself

    Bad Assumptions

    Bad Assumptions

    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 concerns or are you taking the typical accountant path and getting caught up in your own bad assumptions. Focus on actually understanding your client's needs and how they are far wider in scope than the compliance work.
    Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr
    Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast
    Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
    Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
    Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

    • 2 Min.
    Being A Modern Seller

    Being A Modern Seller

    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, and get paid? You are not alone, learn from our guest co-host Amy Franko how to set yourself up as as solution provider vs. a technical and add value.
    Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr
    Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast
    Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
    Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
    Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

    • 17 Min.
    Emergency Workers

    Emergency Workers

    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 key triage and direction to make it through the outbreak.
    • COVID-19 Turns CPAs into Emergency Workers - CPA Trendlines read about it here: https://cpatrendlines.com/2020/04/06/accountants-are-emergency-responders-who-will-help-us-recover-from-the-covid-19-crisis/
    Understand the knowledge:Unprecedented client challengesTriage the wound and the patientEmbracing new skillsLearning to listenAsk questions and stop and listenBe there for your clients Peace of mind, vision, and clarity are keyBe there tranquil pond
    Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr
    Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast
    Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
    Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
    Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

    • 11 Min.
    CPA's Role Cyber-Security

    CPA's Role Cyber-Security

    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. Joe and I discuss this topic in detail and highlight the key things to consider before it is too late:
    Key areas we talk about:SOC reports and when relevantSOC for cyber why now is a good timePositioning this topicWhat are the easy winsWire fraud - a huge risk today
    Connect with Joe for all your concerns and questions HERE: http://bit.ly/MOI-Joe
    Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr
    Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast
    Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
    Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
    Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

    • 14 Min.
    Bots Going Deeper

    Bots Going Deeper

    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 started with bots today to help power your success through covid-19 and beyond.
    Check out episode 1 here in case you missed it: https://youtu.be/cvsVuDHtTyo
    Key concepts covered:Why you need to evaluate business processesRPA community and vendorsRPA Consultant or internal team of championsOpportunities: Payments, Reporting, Workflow Overview, Tax Management and flows, match up databases.ROI evaluation methodsKeep culture front and center
    Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr
    Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast
    Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
    Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
    Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

    • 14 Min.
    Pricing During The Great Suppression

    Pricing During The Great Suppression

    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 you price the service, the client, what is the positioning you should use?
    We brought on a special co-host to help answer those questions and more, Ed Kless meta-consultant from Sage, global expert on all things related to pricing and value. Get the insight you need to find success in these challenging times and understand how to price your service during the great suppression as Ed calls it.
    Understand these key concepts:How to price servicesRIP hourly billingSubscription services are the futureDo the right thing for the customerStart subscription services now with a monthly amount for a covid-19 packageFollow the direct primary care modelFlanking products are critical right nowDon’t say discount - promotional/preferred priceAvoid get rich quick schemesGetting ready for recovery? Learn the question to start asking your clients now.Anxiety vs. creativity a little ying vs. yang
    Subscribe To ""The Entrepreneurial CPA Channel Newsletter"": http://bit.ly/c3nwltr
    Subscribe To ""The Entrepreneurial CPA Podcast"" on iTunes HERE: http://bit.ly/ecpapodcast
    Subscribe To ""The Entrepreneurial CPA Channel"" on YouTube HERE: http://bit.ly/CPAshow
    Follow ""The Entrepreneurial CPA Channel"" on Twitter HERE: https://twitter.com/CPAshow
    Follow ""The Entrepreneurial CPA Channel"" on Instagram HERE: http://bit.ly/FUTRofaccounting"

    • 21 Min.

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