69 episodes

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!

The CPA Advisory Show Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA

    • Business
    • 5.0 • 9 Ratings

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!

    Acquiring & Integrating a Firm with Andrea MacDonald

    Acquiring & Integrating a Firm with Andrea MacDonald

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    • 1 hr 7 min
    Positioning and M&A for Service Firms with Jonathan Baker

    Positioning and M&A for Service Firms with Jonathan Baker

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    • 57 min
    Looking Ahead with Lorilyn Wilson

    Looking Ahead with Lorilyn Wilson

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    • 1 hr 2 min
    Unleashing the Power of Asking the Right Questions with Dominique Molina

    Unleashing the Power of Asking the Right Questions with Dominique Molina

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    • 58 min
    Simultaneously Building a Modern Firm & Advisory Software with Luke Templin

    Simultaneously Building a Modern Firm & Advisory Software with Luke Templin

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    • 58 min
    Down the Data Security Rabbit Hole with Brad Messner

    Down the Data Security Rabbit Hole with Brad Messner

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    • 1 hr 2 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

Dajune31 ,

Great Show!!

Great show that provides a wealth of resources! My favorite so far is the Dec 15 episode. Have to listen again and take notes!!

Rebecca Kwasnick, CPA ,

Extremely relatable for a small firm owner!

I haven’t found many CPA firm owners with a similar business model to my firm until listening to this podcast! It’s encouraging to hear about your success providing CAS and tax services to your clients. Thank you for providing detailed examples of problems you’ve already solved in your firm. I left the episode with several ideas on how to improve my own firm.

Thank you and keep producing great content!

LeanCFO ,

Content that is engaging and ACTIONABLE

The CPA Advisory Show is THE go to podcast for how to modernize and implement best practices in your firm’s day to day operations and deliver a world class experience to clients. Jeremy and Chris bring on smart, entertaining guests each week and are very thoughtful in the questions they ask. They do a great job of teasing out the best tactics and insights their guests have to share. I listen to this podcast weekly and have found actionable value in each episode thus far!

Keep the quality content coming!

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