15 episodes
The Good, The Bad, and The Ugly Accounting Podcast Lorilyn Wilson, CPA
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- Business
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5.0 • 7 Ratings
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Avalara brings you a podcast by accountants for accountants. Hear from some of the biggest thought leaders in the industry on the current and future state of accounting, as well as lessons they've learned along the way.
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How To Grow A Firm From $0 to $30K MRR
What would you do if you were just starting a firm from scratch? What would your tech stack look like? Would you hire an employee, offshore? On this episode Lorilyn walks through this scenario with Kane Polakoff, currently at CohnReznick, but who started the CAAS practice at UHY and grew it to over 100 employees in under 4 years.
A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.
In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara
HOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Questions? Need help? Email support@earmarkcpe.com.
Connect with Kane Polakoff :
LinkedIn: https://www.linkedin.com/in/kanepolakoffCohnReznick: https://www.cohnreznick.com/people/kane_polakoff
Connect with Lorilyn Wilson :
Twitter: https://twitter.com/LorilynWilsonTikTok: https://www.tiktok.com/@thenotspicyaccountantLinkedIn: https://www.linkedin.com/in/lorilynacrum
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Full transcript available upon request -
Firm Fixer Upper
On this episode Lorilyn talks with Amanda Wilkie, from Boomer Consulting. Amanda gets into the "ugly" she has seen in firms, when they are slow to adapt to technology changes. She also explores some bad decisions firms make that hurt their growth, and provides some solutions for making better decisions.
A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.
In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara
HOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Questions? Need help? Email support@earmarkcpe.com.
Connect with Amanda Wilkie :
LinkedIn : https://www.linkedin.com/in/amanda-wilkie-pmpBommer Consulting : https://www.boomer.com/amandawilkie
Connect with Lorilyn Wilson :
Twitter : https://twitter.com/LorilynWilsonTikTok : https://www.tiktok.com/@thenotspicyaccountant
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Full transcript available upon request -
Techno Overload
Lorilyn talks to Randy Johnston, about everything tech - from what technology accountants were slow to adapt to in the 90s, through cryptocurrency today, and what current piece of technology accountants over rely on.
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Finding Out What Your Client Really Wants
Lorilyn talks to Yvonne Scott, CEO of CIO Concierge LLC, about how she became an accountant, and led a technical audit team at the age of 24. They also talk about co-workers, client communication styles, and strategies to get clients to tell the "why" behind what they want.
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Building Your Social Media Brand
Lorilyn talks to Nayo Carter-Gray, EA MBA, and CEO of 1st Step Accounting, about how she went from Twitter avoid-er to accounting influencer. Nayo also shares what she did to get comfortable using video, offers some of her best content strategies, and explains how her firm uses social media to get clients.
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Meet Me Halfway : Meeting Clients Where They Need You Most
Lorilyn talks to Gabby Luoma about how she started her firm, giving clients analyses they actually need, and what the future of consulting looks like in a post-covid world.