The CPA Advisory Show

By Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA

A show about advisory services, building and running an advisory firm, and how we use advisory services to help our clients. We look forward to sharing many great episodes with you. Thanks for listeni... more

· Business

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FAQs about The CPA Advisory Show:

How many episodes does The CPA Advisory Show have?

The podcast currently has 69 episodes available.

The CPA Advisory Show episodes:

September 28, 2023 Acquiring & Integrating a Firm with Andrea MacDonald
Description coming soon!
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1h 8min
September 20, 2023 Positioning and M&A for Service Firms with Jonathan Baker
Description coming soon!
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58min
September 13, 2023 Looking Ahead with Lorilyn Wilson
Description coming soon!
...more
1h 3min
September 06, 2023 Unleashing the Power of Asking the Right Questions with Dominique Molina
Description coming soon!
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59min
August 30, 2023 Simultaneously Building a Modern Firm & Advisory Software with Luke Templin
Description coming soon!
...more
59min
August 23, 2023 Down the Data Security Rabbit Hole with Brad Messner
Description coming soon!
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1h 3min
August 16, 2023 Key Topics in Tax Resolution with Robert Nordlander
Description coming soon!
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1h 4min
August 02, 2023From Zero to an Intentional Growth Strategy with Keila Hill-Trawick
Jeremy and Chris welcome special guest Keila Hill-Trawick (⁠@littlefishcpa on Twitter). Keila is the Founder + CEO of Little Fish Accounting, a boutique CPA firm⁠. The key takeaways from the episode (courtesy of ChatGPT) are:
The challenges faced by traditional accounting firms in expanding capacity and bringing on more clients.
Keila's background and motivation for starting her own accounting firm without preconceived notions of how an accounting firm should operate.
Keila's approach to learning the technicalities and best practices of accounting while building a different kind of accounting firm.
Follow the show on Twitter ⁠⁠@CPAAdvisoryShow⁠⁠
Jeremy Wells on Twitter ⁠⁠@JWellsCFO⁠⁠
Chris Hervochon on Twitter ⁠⁠@ChrisHervochon
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1h 2min
July 26, 2023Starting & Marketing a Tax Advisory Firm with Grant Dougherty
Jeremy and Chris welcome special guest Grant Dougherty (⁠@DouTaxSolutions⁠ on Twitter). Grant is the founder of Dougherty Tax Solutions, a boutique tax advisory firm⁠. The key takeaways from the episode (courtesy of ChatGPT) are:
Grant explained the challenges he faced in meeting the accounting hours requirements and the decision not to pursue additional college courses for eligibility for the CPA.

Grant delves into the role of a corporate tax accountant and the coordination involved in preparing corporate tax returns. He highlights the importance of understanding the nuances of tax laws and the need for coordination with professionals, such as those from the big four firms.

Grant shares his marketing approach, particularly through social media platforms like Twitter.

Grant mentions the use of Facebook groups and offering year-end tax planning services.

Grant discusses the pricing structure and the inclusion of year-round advisory services along with tax preparation.
Follow the show on Twitter ⁠⁠@CPAAdvisoryShow⁠⁠
Jeremy Wells on Twitter ⁠⁠@JWellsCFO⁠⁠
Chris Hervochon on Twitter ⁠⁠@ChrisHervochon
...more
1h
July 19, 2023 The Client Can Tell If You Think Their Idea is Stupid with Natalie Kolodij
Description coming soon!
...more
55min

FAQs about The CPA Advisory Show:

How many episodes does The CPA Advisory Show have?

The podcast currently has 69 episodes available.