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Smart Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get smart strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Smart Strategy for CPA's is the show for you!
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
Growing Your Firm is the Top Podcast for Ambitious Firm Owners to find tips, tactics, and strategies on how to Grow their Firm (or practice!). In this podcast we'll be interviewing Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.
 
A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients, a better practice, and the life you deserve. Learn more about the WealthAbility® Network: https://wealthability.com/thenetwork/
 
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show series
 
Do you ever wonder if your tech security is tight enough? Not sure if it’s your firewalls are like swiss cheese, or if you’re a sitting duck, just waiting for a stealthy hacker to pick off your IP address and exploit your data? Having holes in your security is high risk. Get unlucky and your whole system could be down for a day, or cost you tens of…
 
Guest: Bob Keebler, CPA/PFS On March 29th the Senate’s Van Hollen and House’s Pascrell released proposals that would result in the realization of capital gains on the date property is transferred by gift, trust, or death. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, gets you up to speed on the latest, including: What the proposals say…
 
Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors - a financial planning firm serving physicians and business owners virtually across the US. Prior to launching her own firm, Anjali spent over 6 years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial plan…
 
Many CPAs avoid the topic of selling - they associate sales with the gross, pushy, slimy sales conversations they have had in the past, and believe that anything to do with sales is a necessary evil, best avoided at all costs. They build their business on a false premise: that sales conversations are bad. This does a disservice to their prospects a…
 
Guest: Bob Keebler, CPA/PFS This bill, introduced into the US Senate on March 25, 2021, could lay the groundwork for what’s ahead with changes to estate, gift, and trust rules. If passed, the effective date would be December 31st, 2021 and would result in significant increases to federal estate and gift tax. In this PFP Section podcast episode, Bob…
 
Driven to solve painful problems with smart, passionate, and empathetic people || Jetpack Workflow is used by thousands of accountants in 18+ countries to help them better manage their client work and get their jobs done on time. At Jetpack Workflow, we strive to live out our values of: + Leave it better than you found it. + Default to Action + Sta…
 
Today I speak with Jack Sweeney, host of the CFO Thought Leader Podcast where he has interviewed almost 700 CFOs about their roles. Jack is also the winner of the 2018 Excellence in Financial Journalism Award by the NYSSCPAs. A career business journalist, Jack is the former editor-in-chief of Business Finance Magazine and the founding editor (and f…
 
Guest: Mackey McNeill, CPA/PFS Mackey McNeill, CPA/PFS, shares when and how she talks about investments with her clients in this episode of the PFP Section podcast. She walks you through her approach to her key ideas including: If your clients loved investments, they wouldn’t use your services. At the end of the planning process, refine the plan by…
 
"Don't want to pay taxes? Easy. Just stop making money." This used to be my response to people complaining about taxes. Way, way back in the day before I knew the real real about how to leverage the Tax Code to build wealth and reduce your tax burden "at the same damn time". Now, I know better. Now I know that the Tax Code has opportunities for tax…
 
Resilience for CPAs and Accountants How many days do you feel like you’re running ragged, and just getting to 9pm without a nuclear meltdown is a win? Once in a while, allowing your tank to run all the way down to the Empty line is ok. But do it too often, or run it too far down, and you risk running your business out of gas altogether. My guest to…
 
Guest: Dr. Eric Bean Overseeing your team and serving your clients amid a pandemic, tax season, economic concerns, and all else that life brings can be a pressure cooker. Learn how to transform how you face these circumstances from high performance executive coach Dr. Eric Bean in this PFP Section podcast episode. Eric shares: Three research suppor…
 
I help entrepreneurs produce epic results. I do this by curating high-impact environments to learn, contribute and be held accountable to taking the actions that you say matter. Communities I impact: - Thought Leaders who still call themselves coaches, consultants, authors, speakers and facilitators. - Bookkeepers that want to get free from the job…
 
GET YOUR TIME BACK BY BEING MORE EFFECTIVE WITH EMAIL Do you ever get sucked into your email Inbox, wander around in there for hours, only to resurface wondering where the time went and why you went in there in the first place? Having a disorderly system to process your email - or worse - no system at all - can cost you hours a day of lost efficacy…
 
President Biden signed off on the latest relief for businesses and individuals late last week. You can learn the specifics you need to know for your clients in this PFP Section podcast episode from Bob Keebler, CPA/PFS, including: The ins and outs of the restaurant revitalization grant program Expansion of the employee retention credit and EIDL loa…
 
Guest: Bob Keebler, CPA/PFS Many experts expect the estate tax exemption to decrease to $5 million or $3.5 million under the current administration. Therefore, we are in a potential use it or lose it situation with respect to today’s exemption. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, fills you in on: Understanding what’s likely t…
 
In 20+ years working with people who run growing companies, I’ve documented how leaders’ roles need to change to meet the demands of a larger organization. This involves Leadership skills, Management techniques and Organizational structure. CEO Boot Camp is a process to analyze about 35 different systems inside a company taking into account the mat…
 
Many accountants over-service and under charge their clients. This creates a lose-lose situation, where clients don't value what the accountant does, and the accountant doesn’t isn’t charging enough to be able to provide the level of service the client actually wants. Not only does this undercharging result in the accountant leaving piles of cash o…
 
Guest: Lyle Benson, CPA/PFS AICPA PFP Summit brings together financial planning thought leaders to talk about what will take them, their clients, and their firms to the next level. In this PFP Section podcast episode, Lyle Benson shares takeaways from the January event such as: The power of having clarity on the core values and purpose of your firm…
 
Summit CPA Group was founded with the goal of helping small businesses make proactive decisions. Our focus has been primarily on digital agencies. Unlike many CPA firms, our Virtual CFO program focuses primarily on the future, not in the past. What is our cash position looking like in two, three, and four months from now? What does our cash look li…
 
Today I speak with Hannah Smolinksi, CEO of Clara CFO Group, on her meteoric YouTube rise. Less than 1 year ago, Hannah had less than 100 subscribers on YouTube and a few dozen on her email list. Today, she has more than 16,000 YouTube subscribers and more than 8000 people on her email list. Hannah talks with us about her success and how it has imp…
 
Guest: Steve Siegel, J.D., LL.M. For your high income and net worth clients, there are many savvy strategies that can meet their benevolent desires while also providing for their loved ones and saving significant tax. In this PFP Section podcast episode, Steve Siegel, J.D., LL.M., fills you in on: The benefits of qualified charitable distributions …
 
Recognized as one of the Top 50 Women in Accounting, Twyla Verhelst is known for leading the charge when it comes to advocacy, change, and community in her industry and beyond. She’s an experienced CPA and tech entrepreneur with a passion for helping others find and leverage their confidence. Twyla’s fascination with finances began when she was onl…
 
Twyla Verhelst is the co-founder of Eighty Twenty, an Advisory Accounting Firm. We discuss her journey of implementing Advisory Services, long before it was known as Advisory Services. We discuss the difference between what the client needs, and what the business owner needs, what questions to ask that lead to deeper insights to support Advisory Se…
 
Guest: Steve Siegel, J.D., LL.M. The CARES Act introduced new rules in 2020 to encourage donations to charitable organizations during the pandemic. In this PFP Section podcast, Steve Siegel discusses: 2020 charitable contribution rules for individuals and business to be aware of when filing tax returns 2021 giving strategies, including changes made…
 
An author and experienced intermediary specializing in the sale of accounting practices, Brannon has a unique ability to help creatively integrate information to develop clear, focused plans. He helps clients implement these plans to achieve their most important goals. An Ernst & Young alumni and scholarship recipient and magna cum laude graduate o…
 
Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and because they don’t fully understand value, they are leaving Everest Sized Mountains of Money on the table, which means they ha…
 
2021 is going to be a tricky year in terms of how to best advise clients since we don’t know what tax laws will change and when they may go into effect. In this 5-part series, Bob Keebler, CPA/PFS, walks you through the key areas to be mindful of so that opportunities aren’t missed with your clients. In this PFP Section podcast episode, Bob covers …
 
Jason Staats is a principal at Brenner LLP and is the founder of Launch FA and the Realize Community. He's focused on building better tools and solutions for modern accountants and firms, as well as building a future of accounting and small business with "no code." In today's show, Jason shares three key trends and tools he believes are changing th…
 
Today, more than ever, women are entering the world of finance and business. What are some of the differences between men and women in business? How are women changing the landscape as successful entrepreneurs? Joining us today is Marti Barletta to give us insight on how women are putting their own spin on traditional business practices.…
 
Erin Longmoon, Owner of Zephyr Recruiting shares the 4 most common hiring mistakes business owners make, and what to do instead. There is a reason that so many business owners have hiring PTSD and staff that are challenging: hiring correctly is not as easy as it looks. Erin is on a mission to eradicate toxic workplaces by helping clients find the R…
 
Guests: Mackey McNeill, CPA/PFS Creating a meaningful experience for your clients has become even more important over the past year. Mackey McNeill, CPA/PFS, has gamified her process to bring fun to retirement planning. In this episode of the PFP Section podcast, she shares her approach, step by step, including: How she opens the conversation to in…
 
Get new high ticket clients for your coaching or consulting business EVERY month with our GUARANTEED RESULTS marketing programs... Are you tired of marketing agencies over-promising and under delivering? Are you tired of being sold fluff and interested in generating ACTUAL clients? Then we'd love to talk with you about how we are generating REAL re…
 
Today I speak with Author Barbara Huson (previously known as Barbara Stanny) Overcoming Under-earning and her new book, Rewire for Wealth. Barbara Huson is the leading authority on women, wealth and power. As a bestselling author, financial therapist, teacher & wealth coach, Barbara has helped millions take charge of their finances and their lives.…
 
Guests: Brooke Salvini, CPA/PFS and AJ Fudge, JD This episode is dedicated in loving memory of Gypsy, Salvini Financial Planning’s Happiness Advisor. 2/3rds of American household’s own pets and most consider them a cherished member of their family. Every year, countless animals end up homeless because plans have not been made for their care. In thi…
 
CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs and high growth individuals. A leader in finding creative solutions to today's complex tax and business environment. As one of the only Certified Tax Coaches in Massachusetts, licensed by the American Institute of Certified Tax Planners, I specialize in us…
 
Today I speak with Alan Weiss, owner of Summit Consulting and author of more than 60 business books, including Value-Based Fees, Million Dollar Consulting, Fearless leadership, and more. What we cover: Value-pricing requires a wholesale shift in thinking. You have to do a 180 - from starting with your costs and building to some form of cost+, to st…
 
Guests: Ryan Firth, CPA/PFS, Shehan Chandrasekera, CPA, and John Strohmeyer, J.D., LL.M. With recent Bitcoin appreciation and the IRS becoming more proactive with tracing transactions, you may have clients interested in learning more or wondering how their activities impact their taxes. In this episode of the PFP Section podcast, experts Ryan Firth…
 
A strategic adviser to hundreds of CPA firms in the Mid-Atlantic region, Ira works vigorously to strengthen firm performance. Noted for his probing and conversational approach, Ira created Managing Partner On-Call, a coaching process to help Managing Partners make the right impact and test their ideas. Optimum Strategies' primary focus is on strate…
 
Today I speak with Rob Foncannon, owner of Foncannon Tax & Financial Services about how Profit First has impacted his business and his clients’ businesses. Rob talks about What Profit First is and what it’s not How it helps business owners become better stewards of their cash The effect it has on the business owner’s profitability Misconceptions an…
 
Guests: Susan Bruno, CPA/PFS Give your clients peace of mind that their loved ones will be secure by learning about important factors when guiding their life insurance decisions. In this episode of the PFP Section podcast, Susan Bruno, CPA/PFS, answers the following questions: Who is the most unbiased professional to work with? What needs to be con…
 
Today I speak with Blake Oliver, co-host of the Cloud Accounting Podcast and Marketing Director at Jirav. What we cover: Where is accounting technology going? And what are the implications that you think accountants and CPAs are not seeing? How should CPAs and accountants differentiate themselves? What advice do you have for CPAs in e-commerce, giv…
 
Guest: Bob Keebler, CPA/PFS Recorded on Tuesday, January 5th, Bob Keebler, CPA/PFS, shares what you will want to think about for your clients as a result of Tuesday’s election. From Social Security and Roth conversion planning to wealth transfer and charitable giving implications, tune in to get more details on the following topics: What to be mind…
 
CPAs and accountants worked crazy hours in 2020. The start of 2021 may be no different. Many CPAs, out of concern for their clients, logged extra hours for those clients, to understand PPP, EIDL, and other loan programs to help keep their clients’ businesses afloat. Many CPAs are exhausted. Some are excited. Most are in need of a break, and need to…
 
Guests: Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS Congratulations on making it through 2020! Join your PFP Executive Committee and PFS Credential Committee chairs, Susan Tillery, CPA/PFS, and Dave Stolz, CPA/PFS, as their share tips for success for your business and clients and fill you in on what the PFP Division is doing for you in 2021. Lis…
 
David Cristello, Founder & CEO of Jetpack Workflow and host of the Growing Your Firm Podcast, offers observations of 2020 and predictions for how best to prepare for 2021 as an accounting firm owner. In 2021, these are the 3 main buckets for industry-leading accounting firm owners to secure for a great year: Secure a margin of safety for your firm.…
 
Today I share with you a way of looking at 2021 on your clients’ behalf. While exactly predicting the future is difficult, the year can be broken down into 3 main phases: hunkered-down, re-opening, and post-Covid. We are likely to be hunkered down through April, then May - September we will see continued business growth as things reopen, then Septe…
 
Guest: Mackey McNeill, CPA/PFS Being in the people business of personal financial planning often requires shifting from an expert with all the answers to a coach who ask questions and listens. In this episode of the PFP Section podcast, Mackey McNeill, CPA/PFS, gives you the framework she uses for her first meeting with her retirement clients, incl…
 
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