Accounting Ventures

Carla Caldwell
  • 5.0 (2)
  • MANAGEMENT

Join Carla Caldwell and Kevin Stephens as they discuss the people, processes, and technology used to run a modern accounting firm. Carla is an in demand speaker and is the founder of Caldwell Consulting & Training and Candella Accounting & Advisory Services, based in the Atlanta GA area. Kevin is the founder of Stephens & Company PLLC and has offices in both Flagstaff and Phoenix AZ.

  1. 08/07/2023

    13. Xero Roadshow and QuickBooks Pricing

    Hear Carla's take from the Xero Roadshow in Atlanta and also Kevin and Carla discuss QuickBooks Online pricing and competition among accounting apps

    27 min

  2. 07/13/2023

    12. Review of early summer Conferences

    Kevin & Carla highlight their take-aways from conferences they attended this year- AICPA Engage and Scaling New Heights.

    24 min

  3. 06/15/2023

    11. Customer Experience for a Firm

    Kevin & Carla discuss the Customer Experience at their firms, including what it is and how it permeates throughout the organization

    32 min

  4. 05/11/2023

    10. Summer Plans for the Firm

    From conferences to process improvements to time with our families, listen as Carla and Kevin discuss summer plans for their practices

    28 min

  5. 05/03/2023

    9. Busier Season Debrief

    Carla & Kevin discuss what worked and didn't, and what they learned after a busier season

    27 min

  6. 03/01/2023

    8. Interview with Ashleigh Sutter

    Carla discusses CAAS practices with Ashleigh Sutter, Director of Accountant Sales at Intuit

    35 min

  7. 02/17/2023

    7. Managing through Busy Season

    In the thick of busy season, Kevin and Carla discuss how they support their teams, get the work done, and still focus on client experience

    31 min

  8. 02/07/2023

    6. QuickBooks Connect & Digital CPA Recap

    Two months later, listen to what Carla and Kevin took away from two industry-leading conferences

    33 min
See All (13)

Ratings & Reviews

5
out of 5
2 Ratings

About

Join Carla Caldwell and Kevin Stephens as they discuss the people, processes, and technology used to run a modern accounting firm. Carla is an in demand speaker and is the founder of Caldwell Consulting & Training and Candella Accounting & Advisory Services, based in the Atlanta GA area. Kevin is the founder of Stephens & Company PLLC and has offices in both Flagstaff and Phoenix AZ.

Information

  • Creator
    Carla Caldwell
  • Years Active
    2022 - 2023
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © Carla Caldwell
  • Show Website
    Accounting Ventures