18 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 • 6 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!

    Efficient or effective? Profitability in accounting firms

    Efficient or effective? Profitability in accounting firms

    As accountants, we want to make sure our firms run efficiently and profitably, but are those the right goals? Jeremy and Chris make a case for pivoting to effectiveness rather than efficiency and discuss how to measure effectiveness in your firm.

    Follow the show on Twitter @CPAAdvisoryShow

    Jeremy Wells on Twitter @JWellsCFO

    Chris Hervochon on Twitter @ChrisHervochon


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    • 53 min
    To Change The Accounting Profession, First Change The Language with Ed Kless

    To Change The Accounting Profession, First Change The Language with Ed Kless

    In this episode of the podcast, Jeremy and Chris welcome knowledge economy extraordinaire Ed Kless (@edkless on Twitter) to the podcast. Ed, along with his co-host Ron Baker, hosts The Soul of Enterprise podcast every Friday. Ed is a staple at accounting conferences as an engaging presenter and has been a pioneer in notable areas such as timesheets and value pricing. The key takeaways from the episode are:


    The top books for new firm owners and those firm owners that want to throw out their timesheets
    Why we need to thoroughly explore what matters before we explore the “how” with customers. Welcome to Solutionists Anonymous!
    Why linguistics matter
    The key components of the value-based conversation and a framework to get to that value
    How to measure efficiency in a firm without timesheets (hint: maybe it’s not efficiency we’re after)

    Follow the show on Twitter @CPAAdvisoryShow

    Jeremy Wells on Twitter @JWellsCFO

    Chris Hervochon on Twitter @ChrisHervochon


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    • 1 hr 1 min
    Practice Management Software vs. Ticketing Software For Firm Management

    Practice Management Software vs. Ticketing Software For Firm Management

    In this episode of the podcast, Jeremy and Chris talk about their different approaches to workflow management, capacity management and engagement management. The key takeaways from the episode are:


    · How ticketing software can be used to manage the workflow of a firm.
    · What is practice management software?
    · What’s the difference between practice management software and project management software?
    · The importance of tracking the history of client engagements – digitally!
    · How these platforms can help you share information across the team
    · Are we still using email or are we using one of these other systems?
    · How does the month end close tie into the practice management system?
    · What analytics are important to layer on a project/workflow management system?
    · How does a CRM system fit into a firm management software ecosystem?
    · How important is integrated data within a firm?



    Follow the show on Twitter @CPAAdvisoryShow

    Jeremy Wells on Twitter @JWellsCFO

    Chris Hervochon on Twitter @ChrisHervochon


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    Send in a voice message: https://anchor.fm/cpaadvisoryshow/message

    • 48 min
    The Month-End Close Process For CAS

    The Month-End Close Process For CAS

    In this episode of the podcast, Jeremy and Chris talk about their different approaches to closing the books for clients within their CAS services. The key takeaways from the episode are:


    What is the purpose of the month-end close?
    What processes are included in the month-end close?
    What tools do we use during the close process?
    What does the timing of the close look like?
    Use cases for bots in the close process

    Follow Jeremy Wells on Twitter @jwellscfo and Chris on Twitter @chrishervochon.


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    • 45 min
    Offering & Pricing New Services

    Offering & Pricing New Services

    In this episode of the podcast, Jeremy and Chris talk about how to decide when to offer a new service in your firm and how to price it. The key takeaways from the episode are:


    What services should you, or shouldn’t you offer and why?
    What’s the first question you should yourself before offering a service to the marketplace?
    How to price a new service offering when you don’t have any experience delivering it.
    How do new services interplay with the subscription model?
    How to "buy" the ability to have your clients be your guinea pig.

    Follow Jeremy Wells on Twitter @jwellscfo and Chris on Twitter @chrishervochon.


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    • 41 min
    Trust-based Marketing with Shannon Weinstein, CPA

    Trust-based Marketing with Shannon Weinstein, CPA

    In this episode, for the first time ever, we have a guest with their own #1 podcast (in Nmibia!). Shannon Weinstein, CPA is the owner of Fitnancial Solutions, a virtual CPA firm providing CFO and tax strategy services to entrepreneurs. There are a ton of takeaways in this episode, among them:


    Can subscription models work with any industry niche?
    How to build trust with clients
    How Shannon sold $20K in services last month with text message marketing (it's not what you think)
    Should you firm use a copywriter? A copywriter...what!?!?
    Newsletter marketing (don't call it a newsletter!)
    Leveraging "quick questions" to create value as opposed to considering them a time suck

    You can find Shannon on Instagram at shannonkweinstein. Definitely check her out here - no accountant does Instagram better than Shannon. You can also find Shannon on Twitter @shannonkcpa. You can find Shannon's website here.

    Follow Jeremy Wells on Twitter @jwellscfo and Chris on Twitter @chrishervochon.


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    Send in a voice message: https://anchor.fm/cpaadvisoryshow/message

    • 54 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

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!

Matt401k ,

Great show for accountants and tax pros!

Will continue listening…

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