A bi-weekly podcast bringing you insights and advice from the accounting & tax industry's top experts and thought leaders. Learn more at IntuitAccountants.com/AccountTrends
Farewell and Thank You: A Celebration of Learning and Connectivity
Join us as we bring the curtain down on our much-loved series, celebrating the diverse and deeply insightful conversations we've been privileged to host over the last two years. Our special guest for this grand finale is none other than our very own production wizard, Luke Johnston. He shares his journey, laced with industry insights and fun facts around the production of the show.
As we look back on the show, a host of transformative themes leap out. The digitization wave and AI's indomitable march in the business world, the emergence of niche practices, and the rise of the audit's importance in CPA firms all point to an exciting future for the profession. We also cast the spotlight on the transformational role private equity is playing in morphing CPA firms into professional services establishments.
Our series finale also embraces a moment of introspection. Over the course of our journey, we've unearthed precious lessons about work-life balance, the power of connection, and the critical need to fuel prosperity worldwide. As we bid adieu to our much-loved series, we extend a warm thank you to our loyal listeners. So, here's to candid reflections, exhilarating discussions, and a heartfelt farewell to you, our cherished audience.
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Building Capacity in Accounting Firms
Ever wondered how to navigate the changing landscape of tax accounting and stay ahead of the curve? Kane Polokoff, Principal, Client Advisory Services Practice Leader at CohnReznick LLP, joins the podcast today as we unravel fascinating insights that will set you apart in your firm. We'll illuminate why imaginative hiring strategies are crucial, how to meet client expectations, and why soft skills are as vital as advisory services in shaping a future-ready industry. Together with Kane, we look at how firms can effectively build capacity to meet the demands of clients, the pivotal role of recruiting and training, and the art of projecting future workloads. As we wrap up our explorative chat with Kane, we delve into the value of vertical expertise and the significance of offering advice that goes beyond the transactional level. Get ready to be enlightened, challenged, and inspired.
Unlocking the Secrets of Impactful Advisory Services
What if you could gain the confidence to embark on an advisory journey and transition your business smoothly into this new venture? In our latest episode, we get to chat with Geni Whitehouse, the founder of Impactful Advisor, who generously shares her knowledge on consulting and advisory services. Geni, with her unique experiences and innovative approach, affirms the significance of operational and customer service elements in any successful advisory firm.
Geni Whitehouse's step-by-step training course equips you with the right questions to ask your clients and the tools to navigate the intricacies of consulting and advisory services. She elaborates on the benefits of her subscription-based online training, a treasure trove of recorded videos, downloadable tools, and PowerPoints. This comprehensive training fosters insightful client conversations and improved service delivery. Moreover, Geni reveals how to construct data dashboards atop operational systems to make data more meaningful, helping you to align better with your client’s business tracking mechanisms.
Geni meticulously explains her framework for consulting, emphasizing evaluating what's working and what needs improvement, understanding the client's ideal outcome, and identifying levers to help them reach their goals. If you are seeking insights on how to improve business performance, creating engagement, and effectively selling advisory services, this episode is a must-listen!
Insightful tips for a changing work environment!
Jasen is a great host and the guests he interviews provide great insight on how to take your firm to the next level in a constantly-evolving working world.