エピソード

  • Pricing for your perfect client
    2025/11/10

    Sarah Dobek of Inovautus Consulting explains why firms need to match up their pricing strategies and the client strategies, so they're charging the right amounts for the right work for the right people.

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    30 分
  • Building the skills of the future
    2025/10/06
    Technical skills will never go away, but there's a whole other set of leadership and 'soft' skills that firms can't afford to neglect, says consultant and coach Erin Daiber of Well-Balanced Accountants.
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    28 分
  • Biz dev is everybody's biz
    2025/09/29

    Angie Grissom of The Rainmaker Companies dives into why everyone in an accounting firm has a role to play in business development, and what those different roles are.

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    29 分
  • Does your firm need a CGO?
    2025/09/15

    As more and more firms add a chief growth officer to their leadership teams, Sarah Dobek of Inovautus Consulting dives into what they should be doing and how firms can get the most out of them.

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    27 分
  • What's now and what's next for CAS
    2025/08/04

    CAS expert Kane Polakoff of Top 100 Firm CohnReznick digs deep into the current staff of client advisory services, and how this fast-growing service offering is rapidly evolving.

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    34 分
  • Becoming a holistic advisor
    2025/07/21

    Clients are looking for truly holistic advisors, and accountants are perfectly positioned to be just that, says Rory Henry, a director at Arrowroot Family Office and author of "Holistic Guide to Wealth Management."

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    24 分
  • Strategic planning for CPAs
    2025/07/14
    There has never been a time when carefully planning out the future of your firm has been so important, says Matt Rampe of Rosenberg Consulting, as he offers a roadmap for building the firm you want.
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    30 分
  • Managing stress at your firm
    2025/07/07
    Long-time industry observer and author of the new book "Civil Warrior" Kristy Short shares best practices for keeping your staff -- and yourself -- from burning out.
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    24 分