Podcast terbaik Anders Cpas Advisors (2024)

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Episode 94 — David Hartley - Partner-in-charge - Advisory Services (CAS) Anders CPAs + Advisors Top 100 firm — The Woodard Report Podcast 36:42

24d ago36:42

36:42

On this show, Heather Satterley speaks to David Hartley of Anders CPAs + Advisors about the evolving role of technology in the accounting industry and the importance of innovation for young professionals. Read David's articled called, "Top 10 Reasons Today is the Best Day Ever to be a Young CPA" About David Hartley: Dave is the partner-in-charge of…

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Episode 96 - Intuit Enterprise Suite with William "Bill" Murphy - The Woodard Report Podcast 37:08

3d ago37:08

37:08

On this show, Heather Satterley speaks with William "Bill" Murphy about the newly announced Intuit Enterprise Suite, a major release targeting mid-market businesses aimed at companies with sales over $3 million and up to 250 employees. Bill Murphy's work, including his predictions about Intuit Enterprise Suite prior to it being officially announced…

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Episode 95 - Outsourcing and Offshoring Strategies - The Woodard Report Podcast 42:01

17d ago42:01

42:01

On this show, Heather Satterley and Joe Woodard discuss the intricacies of outsourcing and offshoring strategies, focusing on how businesses can leverage these approaches during a staffing crisis. Here are the key points discussed in the episode: Outsourcing and Offshoring: Joe and Heather went through the details of different models depending on c…

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Episode 93 - Courageous Journeys in Accounting - The Woodard Report Podcast 37:37

1M ago37:37

37:37

On this show, Heather Satterley and Joe Woodard discuss courageous journeys within the accounting profession. Caleb Jenkins: Starting his career in accounting at just 13, Caleb Jenkins began attending conferences early and excelled from a young age. His work expanded into mission trips where he provided accounting aid to organizations in Haiti. Mon…

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Episode 92 - Robert Nordlander, CPA and retired IRS Criminal Investigator - The Woodard Report Podcast 36:06

1M ago36:06

36:06

On this show, Heather Satterley speaks with Robert Nordlander about his diverse experience as a CPA, a retired IRS criminal investigator, and a Certified Fraud Examiner, sharing insights from his training, his career, and his work as an author. Here are links to Robert's books: Erase the Penalty: A Tax Professional's Guide to Abatement Criminal Tax…

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Transforming Public Media to Serve Modern Audiences with Amy Shaw of Nine PBS 48:03

1M ago48:03

48:03

How does a 70-year-old PBS station evolve new approaches to public media to remain relevant and impactful even as the media landscape around it changes? Through innovative new approaches and a commitment to its community! Nine PBS is a St. Louis cornerstone with a long history of adapting to fit the changing times, and that constant evolution helpe…

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Episode 91 - Top 50 Client Accounting Services Firms - The Woodard Report Podcast 46:50

1M ago46:50

46:50

On this show, Heather Satterley and Joe Woodard talk about The Top 50 Accounting Services Practice Awards. The awards, administered by Woodard® , recognize and honor those practices that most exemplify the characteristics of a top-performing CAS, accounting, or bookkeeping practice. The awards recognize accounting practices as an organization rathe…

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Episode 90 - The Revenue Reset: Correcting Pricing on Existing Clients - The Woodard Report Podcast 40:46

2M ago40:46

40:46

On this show, Heather Satterley and Joe Woodard talk about the importance of revising pricing strategies for existing clients, an issue critical to any firm that has been in business for more than one year. Here are the key points they covered in the podcast: The Seven Step Revenue Reset Process: This is a high level discussion to get you thinking.…

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Episode 89 - The Complexities of Expense Management with the CEO of Fyle - The Woodard Report Podcast 30:39

2M ago30:39

30:39

On this show, Joe Woodard speaks with Yashwanth Madhusudan, co-Founder and CEO of Fyle, about the complexities of managing business expenses in today's digital and diversified financial environment. Here are a few key points from their conversation: The Evolution of Expense Management Role of Credit Cards in Businesses Challenges of Multiple Credit…

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Optimizing Your Law Firm's Financial Engine with John Scott, Partner at Anders CPAs and Advisors 40:12

2M ago40:12

40:12

Send us a text Join Sasha Berson as he speaks with John Scott, Partner at Anders CPAs and Advisors 👉 Sasha and John explore: — The importance of paying attention to data and testing different marketing strategies to see what works best for your firm — How legal businesses, like any service business, can scale if there is demand and supply — The abi…

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How Business Leaders Can "Mind the Soil" for AI and Innovation to Take Root with Stefanie Thelen, Chief Innovation Officer at Object Computing, Inc. 40:19

2M ago40:19

40:19

Innovation in the workplace doesn’t happen spontaneously; it needs to be encouraged and cultivated for change to truly take place. Before your company can make transformative use of emerging technologies such as AI, you must carefully examine your organization’s culture and leadership’s reaction to failure to make the jump to the next level not jus…

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What Every Law Firm Leader Needs to Know Before Acquiring: Tom Lenfestey, CEO of The Law Practice Exchange 59:21

2M ago59:21

59:21

Send us a text Join Sasha Berson as he speaks with Tom Lenfestey, CEO of The Law Practice Exchange 👉 Sasha and Tom explore: — The importance of strategic fit in law firm acquisitions — Developing a clear acquisition plan aligned with growth goals — The process of searching for the right acquisition opportunity — Financial considerations and funding…

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What Every Law Firm Leader Needs to Know Before Acquiring: Tom Lenfestey, CEO of The Law Practice Exchange 59:22

2M ago59:22

59:22

Join Sasha Berson as he speaks with Tom Lenfestey, CEO of The Law Practice Exchange 👉 Sasha and Tom explore: — The importance of strategic fit in law firm acquisitions — Developing a clear acquisition plan aligned with growth goals — The process of searching for the right acquisition opportunity — Financial considerations and funding in law firm ac…

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Doubling Your Law Firm Profits by Working Less with Chris Guymon, the Founder of Time Freedom for Lawyers 42:51

3M ago42:51

42:51

Join Sasha Berson as he speaks with Chris Guymon, the Founder of Time Freedom for Lawyers 👉 Sasha and Chris explore: — How the four-hour rule focuses attorneys' work only on cases that have funds in their trust account to ensure they are working on paid matters — Common exceptions to the four-hour rule for certain practice areas like personal injur…

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Growing from Self-Actualization to Rainmaking with Stuart Ratzan, the Founding Partner at Ratzan Weissman & Boldt 31:44

3M ago31:44

31:44

Send us a text Join Sasha Berson as he speaks with Stuart Ratzan, the Founding Partner at Ratzan Weissman & Boldt 👉 Sasha and Stuart explore: — The importance of continuously developing legal and advocacy skills throughout one's career — The challenges of balancing both the professional obligations and business demands of running a small law firm —…

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Achieving Business Growth Through Proper Budgeting and Intake Management with Chris Dreyer, CEO of Rankings.io 46:42

3M ago46:42

46:42

Join Sasha Berson as he speaks with Chris Dreyer, the CEO of Rankings.io 👉 Sasha and Chris explore: — The importance of proper capital allocation for marketing, especially for originating new cases — How direct response marketing requires short-term spending while brand building is long-term — Best practices for intake systems and client experience…

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The Business of Baseball – How America’s Pastime Drives Innovation with Bill DeWitt of the St. Louis Cardinals 36:30

3M ago36:30

36:30

The speed of innovation and technological advances over the past decade has been transformative for all businesses, 100-year-old companies and growing startups alike. Baseball’s storied history in America has played a huge role in its popularity, but like any other business, it’s had to evolve to keep up with technology and customer expectations. S…

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Craft a Revenue-Generating Legal Team with Elise Holtzman, CEO of The Lawyer's Edge 49:49

3M ago49:49

49:49

Send us a text Join Sasha Berson as he speaks with Elise Holtzman, the CEO of The Lawyer's Edge 👉 Sasha and Elise explore: — Developing a book of business and lawyers' motivations to earn more based on the business they bring in — Lawyers' focus on billable hours and resistance to tasks without immediate billable credit like networking or thought l…

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Build a High-Performance Law Firm with Brian Glass, the Partner at BenGlassLaw 54:37

4M ago54:37

54:37

Join Sasha Berson as he speaks with Brian Glass, the Partner at BenGlassLaw 👉 Sasha and Brian explore: — The differences in sales efforts needed for personal injury law compared to other legal fields like estate planning — How the first lawyer a potential client speaks to will establish the most rapport — Differentiating a law firm by clearly expla…

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Episode 88 - Is Bookkeepping Dead? - The Woodard Report Podcast 44:15

4M ago44:15

44:15

On this show, Joe and Heather talk about the evolving nature of bookkeeping and its future, alongside discussions on Heather's recent conference travels. Here are a few key points from their conversation: The Future of Bookkeeping Adapting to Industry Changes Personal Reflections and Predictions Heather's Conference Insights This episode is a deep …

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Boosting Profit with Strategic Law Firm Management with Suzette Welling, the CEO of Law Practice Edge 33:15

4M ago33:15

33:15

Send us a text Join Sasha Berson as he speaks with Suzette Welling, the Founder of Law Practice Edge 👉 Sasha and Suzette explore: — The challenges of bringing in inexperienced managers from outside the legal industry — Alternative partner compensation structures beyond equal splitting of profits — Suzette's experience helping firms develop new comp…

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Episode 87 - Nicole Davis' Journey in Accountancy - The Woodard Report Podcast 25:52

4M ago25:52

25:52

On this show, Joe speaks with Nicole Davis. Nicole is a practioner who lives in your world every day doing tax and accounting work as a firm owner dealing with all the same struggles you deal with. She has an truly inspiring story to tell about her life as an accountant. About Nicole Davis: Nicole (Butler) Davis is the founder and CEO at Butler-Dav…

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Crafting a Sellable and Profitable Law Firm with Tom Lenfestey, the CEO of Law Practice Exchange 1:03:09

4M ago1:03:09

1:03:09

Join Sasha Berson as he speaks with Tom Lenfestey, the CEO of Law Practice Exchange 👉 Sasha and Tom explore: — The unique challenges lawyers face in succession planning and business practices — The importance of building systems within a law firm to enhance value — Transition-based sales and their role in ensuring smooth handovers — Different scena…

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Investing in Your Organizational Health for a More Innovative Workplace with Liz Hughes of The Table Group 38:10

4M ago38:10

38:10

Fostering a healthy workplace creates an environment where the best, smartest ideas can flourish. What are the signs of a healthy workplace and how can leadership create an atmosphere where constructive debate leads to better results? A healthy organization minimizes the corporate politics that restrict innovation, promoting honest, yet difficult, …

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Doubling Your Law Firm Revenue Through Intake with Philip Fairley, the President of The Rainmaker Institute 42:16

4M ago42:16

42:16

Join Sasha Berson as he speaks with Philip Fairley, the President of The Rainmaker Institute 👉 Sasha and Philip explore: — The importance of branding, marketing, consistent lead generation, and sales. — Strategies for client intake, including automated nurturing and outbound calls. — The need for law firms to provide immediate and empathetic respon…

1
Doubling Your Law Firm Revenue Through Intake with Philip Fairley, the President of The Rainmaker Institute 42:12

4M ago42:12

42:12

Send us a text Join Sasha Berson as he speaks with Philip Fairley, the President of The Rainmaker Institute 👉 Sasha and Philip explore: — The importance of branding, marketing, consistent lead generation, and sales. — Strategies for client intake, including automated nurturing and outbound calls. — The need for law firms to provide immediate and em…

1
Episode 86 - Why don't Accountants love selling? - The Woodard Report Podcast 33:19

5M ago33:19

33:19

On this show, Heather speaks with Amy Franko about her journey and insights as a sales strategist. Amy is an expert in modern sales and author of the best-selling book The Modern Seller. About Amy Franko: Amy Franko helps organizations transform sales culture, ignite sales growth, and build high-impact leaders through her strategic selling programs…

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Maximizing Profitability Through Your Law Firm Advertising with Kyle Hebenstreit, the CEO of PMP 45:39

5M ago45:39

45:39

Send us a text Join Sasha Berson as he speaks with Kyle Hebenstreit, the CEO of Practice Made Perfect 👉 Sasha and Kyle explore: — The different stages of growth for law firms and how marketing strategies should be tailored to each stage. — The different marketing channels that can be effective for law firms, including broadcast TV, broadcast radio,…

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Episode 85 - SPECIAL EDITION on Non-Compete Agreements - The Woodard Report Podcast 52:12

5M ago52:12

52:12

On this show, Heather and Joe speak about the recent FTC ruling banning non-compete agreements and its implications for the accounting and broader business sectors. Here are the main points discussed: Here are a few key points from their conversation: FTC's Ban on Non-Compete Agreements — As of April 24, 2024, the FTC has banned non-compete agreeme…

Podcast Berbaloi untuk Didengar

Podcast Anders Cpas Advisors

Podcast Berbaloi untuk Didengar

1
But Who's Counting?

Anders CPAs + Advisors

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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

Woodard Events

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GLF Podcast

Sasha Berson, Grow Law Firm

1
Episode 94 — David Hartley - Partner-in-charge - Advisory Services (CAS) Anders CPAs + Advisors Top 100 firm — The Woodard Report Podcast 36:42

1
Episode 96 - Intuit Enterprise Suite with William "Bill" Murphy - The Woodard Report Podcast 37:08

1
Episode 95 - Outsourcing and Offshoring Strategies - The Woodard Report Podcast 42:01

1
Episode 93 - Courageous Journeys in Accounting - The Woodard Report Podcast 37:37

1
Episode 92 - Robert Nordlander, CPA and retired IRS Criminal Investigator - The Woodard Report Podcast 36:06

1
Transforming Public Media to Serve Modern Audiences with Amy Shaw of Nine PBS 48:03

1
Episode 91 - Top 50 Client Accounting Services Firms - The Woodard Report Podcast 46:50

1
Episode 90 - The Revenue Reset: Correcting Pricing on Existing Clients - The Woodard Report Podcast 40:46

1
Episode 89 - The Complexities of Expense Management with the CEO of Fyle - The Woodard Report Podcast 30:39

1
Optimizing Your Law Firm's Financial Engine with John Scott, Partner at Anders CPAs and Advisors 40:12

1
How Business Leaders Can "Mind the Soil" for AI and Innovation to Take Root with Stefanie Thelen, Chief Innovation Officer at Object Computing, Inc. 40:19

1
What Every Law Firm Leader Needs to Know Before Acquiring: Tom Lenfestey, CEO of The Law Practice Exchange 59:21

1
What Every Law Firm Leader Needs to Know Before Acquiring: Tom Lenfestey, CEO of The Law Practice Exchange 59:22

1
Doubling Your Law Firm Profits by Working Less with Chris Guymon, the Founder of Time Freedom for Lawyers 42:51

1
Growing from Self-Actualization to Rainmaking with Stuart Ratzan, the Founding Partner at Ratzan Weissman & Boldt 31:44

1
Achieving Business Growth Through Proper Budgeting and Intake Management with Chris Dreyer, CEO of Rankings.io 46:42

1
The Business of Baseball – How America’s Pastime Drives Innovation with Bill DeWitt of the St. Louis Cardinals 36:30

1
Craft a Revenue-Generating Legal Team with Elise Holtzman, CEO of The Lawyer's Edge 49:49

1
Build a High-Performance Law Firm with Brian Glass, the Partner at BenGlassLaw 54:37

1
Episode 88 - Is Bookkeepping Dead? - The Woodard Report Podcast 44:15

1
Boosting Profit with Strategic Law Firm Management with Suzette Welling, the CEO of Law Practice Edge 33:15

1
Episode 87 - Nicole Davis' Journey in Accountancy - The Woodard Report Podcast 25:52

1
Crafting a Sellable and Profitable Law Firm with Tom Lenfestey, the CEO of Law Practice Exchange 1:03:09

1
Investing in Your Organizational Health for a More Innovative Workplace with Liz Hughes of The Table Group 38:10

1
Doubling Your Law Firm Revenue Through Intake with Philip Fairley, the President of The Rainmaker Institute 42:16

1
Doubling Your Law Firm Revenue Through Intake with Philip Fairley, the President of The Rainmaker Institute 42:12

1
Episode 86 - Why don't Accountants love selling? - The Woodard Report Podcast 33:19

1
Maximizing Profitability Through Your Law Firm Advertising with Kyle Hebenstreit, the CEO of PMP 45:39

1
Episode 85 - SPECIAL EDITION on Non-Compete Agreements - The Woodard Report Podcast 52:12

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