AccounTrends: The tax and accounting thought leadership podcast

A quick flyover of some of the top insights from season 2 of AccounTrends. If you enjoyed this season, please leave us a review on Apple Podcasts or Spotify!

0:48 - 1:53 - Dominique Molina on creating real value by creating things that our clients want 

1:54 - 3:45 - Jim Buffington on focusing on tax planning and preparation with advisory services over compliance services

3:46 - 5:53 - Heather Satterley on enhancing your firm with the help of technology

5:54 - 8:34 - Kristen Keats on creating a tax roadmap for your clients and accurate pricing 

8:35 - 9:34 - Carla Caldwell on bring her perspective that is beneficial to different firms

9:35 - 12:08 - Blake Oliver & David Leary on accounting and tax licensing and the evolution of accounting

12:09 - 13:24 - Sonia Dumas on what you need to know about advising clients on crypto

13:25 - 15:33 - Jason Blumer on creating a purposeful strategy for building a niche firm

15:34 - 18:30 - Shelly Weir on state associations and the roles they play in the state and public sector

18:31 - 19:34 - Jin Chang on the wave of cybersecurity privacy, risk needs

Join Jin Chang, CEO and Co-Founder of Fieldguide, to hear about the importance of risk advisory services and how they're a big part of the future of audit and advisory. Learn about the inception of Fieldguide and how the platform helps firms grow faster and become more profitable through automation.

This week join Shelly Weir, President & CEO at Florida Institute of CPAs, as she talks about her fresh eyes on the profession and the role state societies play in it. She also talks trending topics in the industry and how firms need to think about attracting new talent. 

Defining a niche is a complex strategy for firms everywhere. On this episode, Jason Blumer, CPA and CEO of Thriveal CPA Network and Blumer CPAs,
walks us through how firms should find and define their niche, when is the right time to do so, and the complexities of building a niche firm overall. 

Sonia Dumas, CEO of Curio Haus and Web3 Educator, specializes on educating tax professionals on cryptocurrency. Hear her expert advice for tax professionals on what questions they need to ask, tools they need to utilize, and how to advise their clients on everything revolving around cryptocurrency.

Check out Intuit Accountants Cryptocurrency Tax Guide whitepaper for more helpful information about this topic.

Blake Oliver and David Leary, co-hosts of the Cloud Accounting Podcast, join us to talk about trends in the industry, what they've learned from their journey in podcasting, and where they see firms heading in the future.  

Founder of Caldwell Consulting & Training, Carla Caldwell, joins us to discuss growing as a leader. Hear advice on finding the right community, the importance of mentors, and why you need to lean into your strengths to grow as a leader. 

Kristen Keats, CPA and owner of Sherwood Tax & Accounting, joins the podcast to talk about how to create tax roadmaps for clients. Listen as she explains the shift away from compliance services, and digs into creating monthly goals to help clients prepare for their future.

Heather Satterley, CPA, CIO of GrowthLab FaaS, and 'Appy Hour Webinar co-host, joins us today to educate listeners on the power of technology. Hear her expert advise on when to utilize technology in the industry to help automate compliance work, the biggest pain points technology can solve, and more on today's episode. 

Jim Buffington, CPA and Advisory Services Leader at Intuit, dives deep into why offering tax advisory services is a key benefit to your clients and can be transformative for your business. Jim shares examples and best practices from firms that are already seeing the fruit of adding advisory services to their list of offerings.