The CPA Advisory Show

Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA

A show about advisory services, building and running an advisory firm, and how we use advisory services to help our clients. We look forward to sharing many great episodes with you. Thanks for listening!

  1. 28/09/2023

    Acquiring & Integrating a Firm with Andrea MacDonald

    Description coming soon!

    1 h 7 min

  2. 20/09/2023

    Positioning and M&A for Service Firms with Jonathan Baker

    Description coming soon!

    58 min

  3. 13/09/2023

    Looking Ahead with Lorilyn Wilson

    Description coming soon!

    1 h 2 min

  4. 06/09/2023

    Unleashing the Power of Asking the Right Questions with Dominique Molina

    Description coming soon!

    58 min

  5. 30/08/2023

    Simultaneously Building a Modern Firm & Advisory Software with Luke Templin

    Description coming soon!

    58 min

  6. 23/08/2023

    Down the Data Security Rabbit Hole with Brad Messner

    Description coming soon!

    1 h 2 min

  7. 16/08/2023

    Key Topics in Tax Resolution with Robert Nordlander

    Description coming soon!

    1 h 3 min

  8. 02/08/2023

    From Zero to an Intentional Growth Strategy with Keila Hill-Trawick

    Jeremy and Chris welcome special guest Keila Hill-Trawick (⁠@littlefishcpa on Twitter). Keila is the Founder + CEO of Little Fish Accounting, a boutique CPA firm⁠. The key takeaways from the episode (courtesy of ChatGPT) are: The challenges faced by traditional accounting firms in expanding capacity and bringing on more clients. Keila's background and motivation for starting her own accounting firm without preconceived notions of how an accounting firm should operate. Keila's approach to learning the technicalities and best practices of accounting while building a different kind of accounting firm. Follow the show on Twitter ⁠⁠@CPAAdvisoryShow⁠⁠ Jeremy Wells on Twitter ⁠⁠@JWellsCFO⁠⁠ Chris Hervochon on Twitter ⁠⁠@ChrisHervochon

    1 h 2 min
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À propos

A show about advisory services, building and running an advisory firm, and how we use advisory services to help our clients. We look forward to sharing many great episodes with you. Thanks for listening!

Informations

  • Création
    Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA
  • Années d’activité
    2022 - 2023
  • Épisodes
    69
  • Classification
    Contenu explicite
  • Copyright
    © Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA
  • Site web de l’émission
    The CPA Advisory Show