Beste Revenue River podcaster (2024)

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Bailey Lenart: From Ledger Sheets to Transformational Change | Accounting ARC 40:35

3d ago40:35

40:35

Accountants must adapt to new value measures to remain relevant in a rapidly changing world. Accounting ARC With Donny Shimamoto Center for Accounting Transformation Join host Donny Shimamoto as he chats with Bailey Lenart, founder of World Changing Business and Collective Flow. Bailey shares her journey from traditional accountant to ESG advocate,…

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Energy Poverty and Debunking Bitcoin Myths: A Sustainable Future with Elliot David 1:27:18

4d ago1:27:18

1:27:18

How many myths have you been told about Bitcoin's environmental impact? My special guest Elliot David from the Sustainable Bitcoin Protocol is on a mission to help the world understand the truth about the environmental benefits and myths of Bitcoin. Elliot debunks common misconceptions about Bitcoin's energy consumption and explains how SBP is pion…

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Terrell Turner: Build a Solid Business Showing Up as Yourself | The Disruptors 1:19:35

4d ago1:19:35

1:19:35

Your clients may need a lot of empathy and not just tactical advice. Plus 13 key takeaways. The Disruptors With Liz Farr Terrell Turner started his “journey of doing things differently” on April 1, 2020, in the midst of the pandemic. While “2020 was the reset button for everyone,” that reset offered Turner a tremendous opportunity to create a new k…

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Kristen Lewis: The Biggest Challenge Marketing Accounting Firms | Capstone Conversations (Jean Caragher) 26:31

5d ago26:31

26:31

Capstone Conversations. Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. With Jean Caragher. For CPA Trendlines. In a business not always comfortable with notoriety, it takes bold ideas to position an accounting firm in the marketplace, according to Kristen Lewis, director of marketing a…

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Tim Brackney: Don't Blame Private Equity. Blame the Accountants | Accounting Influencers 31:55

6d ago31:55

31:55

The profession's problems are the profession's own fault. Accounting Influencers with Rob Brown Tim Brackney, CEO of a private equity-backed CPA and advisory firm, is challenging the widespread notion that private equity harms the accounting industry. Full show notes here | More Accounting Influencers with Rob Brown here "Private equity is not kill…

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Inside the World's Largest Bitcoin Conferences with Brandon Green 49:13

8d ago49:13

49:13

In this episode, we dive into the world of Bitcoin conferences with Brandon Green, co-founder of the largest Bitcoin conferences globally. We discuss the recent Bitcoin conference in Nashville, which attracted over 22,000 attendees, including notable speakers like former President Trump and RFK. Brandon shares insights into the hard work and dedica…

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Sarah Cirelli: Launching the 'SWAT' Plan at Grassi CPAs | Capstone Conversations 31:14

11d ago31:14

31:14

Capstone Conversations Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. With Jean Caragher For CPA Trendlines When the Covid pandemic hit Grassi CPAs, chief marketing officer Sarah Cirelli launched a "SWAT" program to stem the losses and reap an extra $2 million in new fees. Full show no…

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Richard Kopelman: Aprio's Plans for Global Conquest | Accounting Influencers | Part 2 of 2 13:25

14d ago13:25

13:25

From $70 milliion to $450 million: The power of positivity, strategic planning, and going international. Accounting Influencers with Rob Brown Richard Kopelman, CEO and managing partner of PE-owned Aprio, shares his philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision of truly gl…

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Richard Kopelman: Inside Aprio's Bold Makeover | Accounting Influencers | Part 1 of 2 19:14

14d ago19:14

19:14

Lessons from dozens of strategic mergers & acquisitions. Accounting Influencers with Rob Brown Richard Kopelman, CEO and managing partner of PE-owned Aprio, reveals the firm's dramatic transformation and rebranding into a global business advisory and accounting firm. See Part 2: Richard Kopelman: Aprio’s Plans for Global Conquest | More Accounting …

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Katie Thomas: How to Recruit the Best, Organically | Gear Up For Growth 34:11

14d ago34:11

34:11

Leveraging social media and other digital platforms allows firms to attract talent without relying on traditional job boards or recruiters. Gear Up for Growth. With Jean Caragher. For CPA Trendlines. "You actually have to be a good firm,” Katie Thomas, CPA, founder and owner, Leaders Online LLC, replied when asked about the factors needed for an or…

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Training Bitcoin Developers in Africa - Abubakar Khalil 1:12:44

17d ago1:12:44

1:12:44

In this enlightening episode, I sit down with Abubakar, the CEO of Recursive Capital and a board member of BTrust Builders, to discuss the future of Bitcoin and Lightning development, particularly in Africa. He shares his insights on the importance of nurturing highly skilled developers on the continent, providing them with access to jobs, talent, …

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Election Politics: What CPAs Need to Know about Tax Policies | Accounting ARC 35:13

17d ago35:13

35:13

How will proposed tax reforms impact businesses and tax professionals in the 2024 election cycle? Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation The 2024 election is poised to bring significant changes to tax policy, and the accounting profession is bracing for the potential impact. SHOW NOTES…

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The New Value Pricing Paradigm with David Yeghiaian and Michelle River | Gear Up For Growth 49:37

21d ago49:37

49:37

A 1,200 percent gain in billing. Gear Up for Growth With Jean Caragher For CPA Trendlines Accountants struggle with moving from the traditional billable hour model because they have concerns about accurately estimating costs, managing expectations, and measuring work in progress. This change requires a shift in mindset and firm-wide accountability,…

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Empowering African Women with Bitcoin- Lorraine "Queen" Marcel of BTC Dada 57:45

22d ago57:45

57:45

"Dada means sister in Swahili" In this enlightening episode, we dive into the world of Bitcoin and financial empowerment with Lorraine "Queen "Marcel from BTC Dada. We explore the challenges women face in Africa regarding property inheritance and financial inclusion, and how Bitcoin is being used as a tool for empowerment and change. Queen Marcel s…

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How CSR Drives Consumer Behavior with Jeff Joireman | Know-How Korner 35:03

23d ago35:03

35:03

Beyond its ethical implications, CSR can bring tangible financial gains. Know-How Korner With Donny Shimamoto Center for Accounting Transformation In this episode of Know-How Korner, we interview Jeff Joireman, a professor of marketing at Washington State University, about his groundbreaking research on corporate social responsibility. COMPLETE SHO…

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Kelly Mann: Be the Bull in the China Shop | The Disruptors 55:55

25d ago55:55

55:55

Stop following SALY. Think about what you are trying to accomplish. Plus 17 key takeaways. The Disruptors With Liz Farr Kelly Mann wants firms to stop relying on SALY – same as last year – for everything: “Everything is same as last year, the way we give bonuses to people, the way we split partner compensation, the way we monitor hours, the way we …

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Korby Boswell: Three Pieces of Advice for CPA Firm Managing Partners | Capstone Conversations 32:58

26d ago32:58

32:58

Capstone Conversations With Jean Caragher For CPA Trendlines According to Korby Boswell, Adams Brown's senior marketing and growth manager, successful accounting firm marketing lies in effective project management, smart content marketing, and producing solid sales leads. Full episode note here | More Capstone Conversations here | Follow Jean Carag…

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Harnessing Hydroelectric Power: The Future of Sustainable Bitcoin Mining - Kent Halliburton 56:40

29d ago56:40

56:40

In this episode, we dive into the world of Bitcoin mining with Kent Halliburton, CEO and co-founder of Sazmining. Kent shares his journey from working in rooftop solar to leading a company that focuses on renewable energy-powered Bitcoin mining. We explore the benefits of using hydroelectric power in Paraguay and Wisconsin, and how SaaS Mining is m…

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Kristin Murray & Jennifer Wilson: Best People Practices for Smail Firms | Gear Up For Growth 33:34

29d ago33:34

33:34

Balancing growth, profits, culture, and staff retention. Gear Up for Growth. With Jean Caragher. For CPA Trendlines. “Probably no surprise, the greatest challenge to growth in this industry is attracting and retaining talent,” said Kristin Murray, managing partner of Weinstein Spira. “Without that, there is no growth, and given the landscape of our…

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Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision | Accounting ARC 30:51

1M ago30:51

30:51

Leadership beyond control means empowering others to succeed and, of course, eating last. Accounting ARC With Byron Patrick and Donny Shimamoto Center for Accounting Transformation This episode of Accounting ARC offers a candid discussion on leadership with Byron Patrick, CEO and founder of VERIFYiQ, and vice president of Client Success at The B3 M…

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Alicia Katz Pollock: Create a Human-Centric Business | The Disruptors 59:07

1M ago59:07

59:07

The Disruptors With Liz Farr Alicia Katz Pollock proves that you don’t need an accounting degree or formal bookkeeping training to be a hugely helpful resource for the QuickBooks community. SHOW NOTES here | MORE PODCASTS and VIDEOS: Nancy McClelland: Be the One Your Clients Ask First |Alan Whitman: Stop Accepting the Status Quo | Sean Duncan: Disc…

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Joe Kovacs: Why the Digital Brand Experience is Essential | Capstone Conversations 38:40

1M ago38:40

38:40

Capstone Conversations By Jean Caragher For CPA Trendlines The greatest challenge in marketing CPA firms is understanding the role of technology and how different generations of clients and prospects want to engage, Joe Kovacs, marketing and biz dev director at Councilor, Buchanan & Mitchell, tells Jean Caragher in this episode of Capstone Conversa…

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Mike Sylvester, Ryan Pulice: The Joys of Firing Bad Clients | Gear Up For Growth 37:25

1M ago37:25

37:25

Gear Up for Growth With Jean Caragher For CPA Trendlines Demand for tax services emboldens CPAs to fire clients and deliberate about the clients they choose to work with. Two practitioners share their strategies for accepting new clients through structured intake forms and firing clients who are not a good fit for their firms in this episode of Gea…

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BYU Students Launch TechHub Accounting Ed Platform | Know How Korner 32:20

1M ago32:20

32:20

Know How Korner With Donny Shimamoto. Center for Accounting Transformation In a world where technology evolves at lightning speed, staying ahead of the curve is crucial for professionals in any field, especially accounting. Recognizing this need, a group of ambitious students from Brigham Young University has created TechHub.training — a free onlin…

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Should Men Be in Women's Sports? Aleks Svetski 1:17:59

1M ago1:17:59

1:17:59

I am biased on this subject but my guest Aleks Svetski has even more outside the norm views and opinions on the subject of male and female gender roles. I LOVED this interview. Thanks Aleks (tip: if you are easily offended by new or even very old ideas - don't listen to this episode) We delved into the mental health crisis affecting our culture and…

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Nancy McClelland: Be the One Your Clients Ask First | The Disruptors 1:32:09

1M ago1:32:09

1:32:09

Rely on your professional network for answers you don't know. The Disruptors With Liz Farr Nancy McClelland never intended to start a firm, but after leaving a toxic work environment, she took on a few part-time gigs. Because she’d never worked at a CPA firm, she built her firm “the way it made sense” without bumping up against the traditions of “T…

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Carrie Steffen: The Two New Superpowers Leaders in Accounting Didn't Know They Needed | Capstone Conversations 34:47

1M ago34:47

34:47

Plus: The marketing myths that plague accounting firms. Capstone Conversations. With Jean Caragher For CPA Trendlines Being a managing partner is tough enough, but now accounting firm leaders must master two new superpowers. And CPE won't help. Complete show notes here. | Get more Capstone Conversations every Monday. | Follow Jean Caragher on CPA T…

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Brenda Sleeper: The Journey to the Hall of Fame | Capstone Conversations 28:02

1M ago28:02

28:02

Capstone Conversations Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. With Jean Caragher For CPA Trendlines Brenda Sleeper reflects on her path to the Association for Accounting Marketing Hall of Fame, where she joins an elite few as Bruce W. Marcus Lifetime Fellowship Members. Brenda …

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How to Future-Proof the Accounting Profession | Accounting Influencers 54:54

1M ago54:54

54:54

Accounting Influencers with Rob Brown Is the accounting profession facing an identity crisis? Can it adapt to meet the demands of a rapidly changing business landscape? Rob Brown brings together a panel of industry experts to discuss the future of accounting. Jeff Phillips, Maureen Dillmore, Samantha Louis, and Sandra Wiley share their perspectives…

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Tom Hood: When Your Mindset Is Your Biggest Problem | Gear Up for Growth 34:10

1M ago34:10

34:10

Gear Up for Growth With Jean Caragher Capstone Marketing Investing in learning and development is essential for retaining and attracting staff. Developing a curriculum that includes both technical and success skills can help firms address the current talent shortage and prepare their employees for higher-value roles. Complete show notes here More C…

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In-Person Conferences Still Crucial for Accounting Professionals | ARC 26:36

1M ago26:36

26:36

Despite the rise of virtual events, live conferences remain essential for career growth and relationship-building in the accounting industry. Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation Join Donny Shimamoto, Liz Mason, and Byron Patrick as they dive into the importance of attending in-person…

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Alan Whitman: Stop Accepting the Status Quo | The Disruptors 57:31

2M ago57:31

57:31

The firms that shift from billable hours to value outcomes will win. The Disruptors With Liz Farr Alan Whitman wants to break the mold of public accounting. He wants to put an end to the billable hour and the siloed practices that characterize the way many firms have operated for decades. As Whitman says, “we’re here to serve clients, we’re here to…

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Bethany Silvis: Success begins with Trust | Capstone Conversations 19:09

2M ago19:09

19:09

Capstone Conversations With Jean Caragher What fun it is speaking with Bethany Silvis, marketing supervisor for Kerkering, Barberio & Co., who was named the Association for Accounting Marketing Rookie of the Year. Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean…

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Joey Havens: The Role Culture Plays in Firm Growth | Gear Up for Growth 29:23

2M ago29:23

29:23

Gear Up for Growth With Jean Caragher Capstone Marketing “It's probably impossible to have exponential growth without a strong culture,” says Joey Havens, author of the Amazon bestseller, "Leading with Significance: How to Create a Magnetic People-First Culture," appearing on Gear Up for Growth, hosted by Jean Caragher, president, Capstone Marketin…

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Art Werner: Post-Mortem Estate Planning | Quick Tax Tip 1:28

2M ago1:28

1:28

Quick Tax Tip With Art Werner CPE Today Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.

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Steve Yoss: An Accountant's Detailed Guide on Databases, Integration, and Data Sharing | Quick Tech Talk 1:49

2M ago1:49

1:49

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

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Non-Accountants in Accounting: A Game-Changer for the Profession | ARC 25:47

2M ago25:47

25:47

Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation In this episode of Accounting ARC, Donny Shimamoto, Byron Patrick, and Liz Mason dive into the often overlooked but crucial role of non-accountants in the accounting industry. Discover how non-accountants contribute to the evolution of accounting f…

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Sean Duncan: Discover Your Own Genius | The Disruptors 1:16:32

2M ago1:16:32

1:16:32

There aren’t enough of us to help everyone who needs our help. The Disruptors With Liz Farr What would work look like if it reflected your passions? “Imagine,” says Sean Duncan, CPA, “if you worked with the people that you loved working with, talking about the things that you love talking about, and you made a living and helped them?” As Duncan say…

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Mark Koziel: Transforming the CPA Firm Business Model | Gear Up for Growth 39:10

2M ago39:10

39:10

Gear Up for Growth With Jean Caragher Capstone Marketing In this Gear Up for Growth episode, Mark Koziel, president and CEO of Allinial Global, tells Jean Caragher that CPA firms must move toward a corporate business model, or they could fail to grow or worse. More CPA Trendlines podcasts here | More Jean Caragher here “Every partner that's nearer …

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Rubik Yeriazarian: Small Firms, Big Opportunities in Forensics | Accounting ARC 27:45

2M ago27:45

27:45

Accounting ARC With Donny Shimamoto Center for Accounting Transformation For many accounting professionals, the Big Four firms represent the pinnacle of success—a destination for those with high aspirations. But for Rubik Yeriazarian, CPA, CFE, CFF, they were just the beginning. Specializing in forensic accounting, Yeriazarian knew from his college…

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Allison Schlegelmilch: Leadership Lessons from Firm Mergers | Capstone Conversations 30:55

2M ago30:55

30:55

Capstone Conversations Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms. By Jean Caragher For CPA Trendlines I was delighted to have a Capstone Conversation with Allison Schlegelmilch, director of marketing at RKL LLP and an Association for Accounting Marketing Marketer of the Year. Follo…

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Allan Koltin: How Small Firms Battle PE-Powered Competitors | Gear Up for Growth 38:43

2M ago38:43

38:43

Gear Up for Growth With Jean Caragher For CPA Trendlines “More than half of the CPA firms in the country won't qualify to be part of private equity,” says Allan Koltin, CEO of Koltin Consulting, appearing on Gear Up for Growth, a new show hosted by Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines. Follow Jean Caragher o…

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Art Werner: Estate Planning For Non-Traditional Clients | Quick Tax Tip 1:37

2M ago1:37

1:37

Quick Tax Tip With Art Werner CPE Today Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.

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Steve Yoss: Charting, Graphing, and Mapping Data Made Easy | Quick Tech Talk 1:49

2M ago1:49

1:49

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

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Ingrid Edstrom: True Wealth is Not Financial | The Disruptors 53:34

2M ago53:34

53:34

Work-life balance means integrating work and life so that the work we choose to do expresses who we want to be in the world. The Disruptors With Liz Farr Ingrid Edstrom wants accounting to be not just a more sustainable profession but one that’s regenerative. “This idea of sustainability is really operating from the idea that things can continue to…

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AI Will Steal Your Job. And That's a Good Thing | Accounting ARC 33:24

2M ago33:24

33:24

Accounting ARC With Liz Mason, Byron Patrick and Donny Shimamoto Center for Accounting Transformation Few industries are poised for a dramatic transformation as accounting in the rapidly advancing world of artificial intelligence. This episode of the Accounting ARC show, "AI Will Take Your Job—And That's a Good Thing," explores the impending shift,…

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The Future of Music: Bitcoin, Value for Value, and The Higher Low's Vision 33:37

2M ago33:37

33:37

Can Bitcoin Really Support Musicians? Did you know that musicians on Spotify get paid anywhere between 0.003¢ or 0.005¢, so less than half a penny every single time a song gets streamed? So think about that. You'd have to get a 100,000 plays just to make $100. That's ridiculous From playing in a punk band as a kid to becoming a tech entrepreneur an…

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Art Werner: Tax Planning for Form 1040 | Quick Tax Tip 2:02

2M ago2:02

2:02

Quick Tax Tip With Art Werner CPE Today Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd. Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.

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Caleb Jenkins: Firm Growth Requires Owners to Shift Roles 42:34

2M ago42:34

42:34

Leave the stone age behind. Join the new paradigm. The Disruptors With Liz Farr When Caleb Jenkins was eight, he started selling cookies to his dad’s firm during tax season. His dad told him, “For me to pay you, I need you to create an invoice for me.” So Jenkins set up his own QuickBooks file and has been playing with QuickBooks ever since, and ev…

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Steve Yoss, Quick Tech Talk: Connect, Transform, and Analyze Data Like a Pro with Power Query Basic 2:08

2M ago2:08

2:08

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today. Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual…

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