The Entrepreneurial CPA Podcast

The Entrepreneurial CPA Podcast
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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

  1. 08/22/2020

    6 Key Areas: #2b Value Proposition

    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. Understand the role value proposition plays in becoming a #relevantadvisor to your clients. Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox 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 Twitter HERE: http://bit.ly/FUTRofaccounting

    16 min

  2. 05/04/2020

    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

  3. 04/29/2020

    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

    18 min

  4. 04/28/2020

    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 challenges Triage the wound and the patient Embracing new skills Learning to listen Ask questions and stop and listen Be there for your clients Peace of mind, vision, and clarity are key Be 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

    12 min

  5. 04/23/2020

    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 relevant SOC for cyber why now is a good time Positioning this topic What are the easy wins Wire 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

    15 min

  6. 04/22/2020

    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 processes RPA community and vendors RPA Consultant or internal team of champions Opportunities: Payments, Reporting, Workflow Overview, Tax Management and flows, match up databases. ROI evaluation methods Keep 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

  7. 04/22/2020

    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 services RIP hourly billing Subscription services are the future Do the right thing for the customer Start subscription services now with a monthly amount for a covid-19 package Follow the direct primary care model Flanking products are critical right now Don’t say discount - promotional/preferred price Avoid get rich quick schemes Getting 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"

    22 min

  8. 04/17/2020

    Bots: Getting Started

    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 deploy bots to help them function in these uncertain times. Understand the key aspects of bots or robotic process automation (RPAs) to: Evaluate business processes Learn the key RPA community and vendors Decide if you need a RPA Consultant or internal team of champions Opportunities: Payments, Reporting, Workflow Overview, Tax Management and flows, match up databases ROI evaluation methods How to keep 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

    13 min
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About

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

Information

  • Creator
    The Entrepreneurial CPA Podcast
  • Years Active
    2017 - 2020
  • Episodes
    97
  • Rating
    Clean
  • Copyright
    © Copyright 2017 . All rights reserved.
  • Show Website
    The Entrepreneurial CPA Podcast