エピソード

  • How To Grow A Firm From $0 to $30K MRR

    How To Grow A Firm From $0 to $30K MRR
    2023/03/02

    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 SPONSOR

    Thank 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/id1562599728
    Android: 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/kanepolakoff
    CohnReznick: https://www.cohnreznick.com/people/kane_polakoff

    Connect with Lorilyn Wilson :

    Twitter: https://twitter.com/LorilynWilson
    TikTok: https://www.tiktok.com/@thenotspicyaccountant
    LinkedIn: https://www.linkedin.com/in/lorilynacrum


    ________________________________________________

    Full transcript available upon request

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    1 時間
  • Firm Fixer Upper

    Firm Fixer Upper
    2023/02/16

    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 SPONSOR

    Thank 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/id1562599728
    Android: 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-pmp
    Bommer Consulting : https://www.boomer.com/amandawilkie


    Connect with Lorilyn Wilson :

    Twitter : https://twitter.com/LorilynWilson
    TikTok : https://www.tiktok.com/@thenotspicyaccountant


    ________________________________________________

    Full transcript available upon request

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    55 分
  • Techno Overload

    Techno Overload
    2023/02/02

    A WORD FROM OUR SPONSOR

    Thank 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/id1562599728
    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

    Questions? Need help? Email support@earmarkcpe.com.

    Connect with : Randy Johnston :

    Website : https://www.randyjohnston.com/

    Company : https://www.k2e.com/


    Connect with Lorilyn Wilson :

    Twitter : https://twitter.com/LorilynWilson
    TikTok : https://www.tiktok.com/@thenotspicyaccountant


    ________________________________________________

    Full transcript available upon request

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    54 分
  • Finding Out What Your Client Really Wants

    Finding Out What Your Client Really Wants
    2022/11/17

    A WORD FROM OUR SPONSOR

    Thank 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/id1562599728
    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

    Questions? Need help? Email support@earmarkcpe.com.

    Connect with Yvonne Scott :

    LinkedIn: https://www.linkedin.com/in/s-yvonne-scott-714b3a10/

    Connect with Lorilyn Wilson :

    Twitter : https://twitter.com/LorilynWilson
    TikTok : https://www.tiktok.com/@thenotspicyaccountant

    ________________________________________________

    Full transcript available upon request

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    48 分
  • Building Your Social Media Brand

    Building Your Social Media Brand
    2022/11/03

    A WORD FROM OUR SPONSOR

    Thank 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/id1562599728
    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

    Questions? Need help? Email support@earmarkcpe.com.

    Connect with Nayo Carter-Gray:

    LinkedIn: https://www.linkedin.com/in/nayocartergray/

    Learn more about 1st Step Accounting:

    Website: http://1ststepaccounting.com


    Connect with Lorilyn Wilson :

    Twitter: https://twitter.com/LorilynWilson
    TikTok: https://www.tiktok.com/@thenotspicyaccountant

    ________________________________________________

    Full transcript available upon request

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    1 時間 3 分
  • Meet Me Halfway : Meeting Clients Where They Need You Most

    Meet Me Halfway : Meeting Clients Where They Need You Most
    2022/10/20

    A WORD FROM OUR SPONSOR

    Thank 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/id1562599728
    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

    Questions? Need help? Email support@earmarkcpe.com.

    Connect with Gabby Luoma :

    LinkedIn: https://www.linkedin.com/in/gabrielleluomacpa

    Twitter : https://twitter.com/gabrielleluoma

    MOD Ventures : https://modventuresllc.com/

    Connect with Lorilyn Wilson :

    Twitter : https://twitter.com/LorilynWilson

    TikTok : https://www.tiktok.com/@thenotspicyaccountant

    ________________________________________________

    Full transcript available upon request

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    49 分
  • National Fire Some Clients Day

    National Fire Some Clients Day
    2022/10/06

    A WORD FROM OUR SPONSOR

    Thank 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

    Get free resources and learn more about National Fire Some Clients Day

    https://convergencecoaching.com/event/national-fire-some-clients-day/

    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/id1562599728
    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

    Questions? Need help? Email support@earmarkcpe.com.

    Connect with Jen Wilson:

    LinkedIn: https://www.linkedin.com/in/jenniferwilsonprofile/

    https://convergencecoaching.com/

    Connect with Lorilyn Wilson :

    https://twitter.com/LorilynWilson

    ________________________________________________

    Full transcript available upon request

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    51 分
  • Taxation Automation Station

    Taxation Automation Station
    2022/09/22

    A WORD FROM OUR SPONSOR

    Thank 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/id1562599728
    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

    Questions? Need help? Email support@earmarkcpe.com.

    Learn more about Tallyfor :

    https://www.tallyfor.com/

    https://twitter.com/tallyfor

    Connect with Peter Wen:

    https://www.linkedin.com/in/peterwen

    Connect with Lorilyn Wilson :

    https://twitter.com/LorilynWilson

    ________________________________________________

    Full transcript available upon request

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    42 分