En iyi Amy Vetter podcastleri (2024)

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Episode 152: Strategic Versus Tactical: Strategy Is More Than The Technical Expertise And Vision You Have With Jonathan Gardner 56:13

4d ago56:13

56:13

In this episode, we interview Jonathan Gardner as he shares his journey from a small-town upbringing to becoming an "international dealmaker." Jonathan dives deep into his personal story, detailing the challenges and successes he faced while pursuing his goals. We explore the key distinctions between strategic versus tactical approaches in his care…

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Episode 151: When You Follow Your Purpose, The Hustle Is Worth It With Alan Stein Jr. 47:36

11d ago47:36

47:36

In this episode, we discuss how Alan Stein Jr.'s parents were an influence on his future career by their example of following their purpose and helping him understand the value of earning money. Alan shares his journey of combining his love for basketball, performance training, and educating others, which has allowed him to enjoy his work every day…

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Episode 150: Creating Work Life Harmony: Being Intentional About Time Management 23:05

1M ago23:05

23:05

Do you feel you do not have enough time in your day? Amy covers actionable steps that you can take to better control your calendar and your day in this episode. Be ready to dig deep and unlock what you can control and can't control in your day and develop a plan of action to create more space and fulfillment in your day. Love the show? Subscribe, r…

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Episode 149: Creating Work-Life Harmony: Overcoming Overwhelm 21:19

1M ago21:19

21:19

Amy Vetter covers actionable steps you can take to overcome the feeling of overwhelm. Be ready to be open and listen to the messages that arise for you when facing overwhelm to achieve work-life harmony like never before. Click Here to Learn More

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Episode 148: Being One Whole Person: Building Human Resiliency To Be Your Favorite Self Wherever You Are With Dr. Robyne Hanley-Dafoe 1:02:27

2M ago1:02:27

1:02:27

Ready to unlock the secrets of resilience and handle anything life throws your way? Join this episode as Amy Vetter sits down with Dr. Robyne Hanley-Dafoe, an award-winning author and scholar, who takes us on an inspiring journey through her life and research. From overcoming personal hardships and a transformative car accident to transitioning fro…

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Episode 377: Maya Weinreb - Challenges & Misconceptions in the Bookkeeping Industry 41:38

2M ago41:38

41:38

In this episode, I am joined by Maya Weinreb, the founder of Solvency Now, to discuss her journey from being a full-charge bookkeeper to running a successful remote bookkeeping business. Maya shares her insights on the challenges and misconceptions in the bookkeeping industry, the cultural nuances of managing a remote team, how she handles the hiri…

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Episode 376: Loren Fogelman - Transform Your Accounting Firm with the Value Pricing Model 55:23

2M ago55:23

55:23

In this episode, I am joined by Loren Fogelman, a renowned business coach at Business Success Solution, recognized by HubSpot as one of the world’s top 22 business coaches. Loren shares her expertise in transitioning accounting firms from the traditional hourly billing model to a value-based pricing strategy. She outlines her “Raise Your Rates” for…

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Episode 147: Seek Out Good People In Your Life And Be That Person To Others With Daniel Lemin 40:44

2M ago40:44

40:44

During this interview, we discussed Daniel's background, upbringing, and career path, including his experiences in show choir, his passion for water, and his shift to business and communications. We delved into his journey in digital communications, the importance of social media for organizations, the value of understanding and connecting with the…

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Episode 375: Amy Vetter - Achieving Work-Life Harmony with the B3 Method 47:08

2M ago47:08

47:08

In this episode, I explore the B3 Method (business, balance, and bliss) for achieving work-life harmony with special guest Amy Vetter, a CPA, entrepreneur, and yoga teacher. Amy shares her journey from a traditional accounting career to incorporating yoga and mindfulness into her life and business practices. She discusses the importance of self-ass…

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Episode 374: Orin Schepps - Streamlining Accounting Processes with Consultance 36:52

2M ago36:52

36:52

In this episode, I got to sit down with Orin Schepps, the CEO & Founder of Consultance, who believes in the power of financial clarity and strategic insights to drive organizational and business success. Today we discuss the role of technology in modern accounting practices, covering the challenges and solutions associated with implementing and man…

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Episode 146: Innovate And Automate By Nurturing One Person Simultaneously With Michael Mazza 57:14

3M ago57:14

57:14

Before you innovate and automate your business, you should start nurturing people to unlock their potential. During this interview with Michael Mazza, a shareholder at Detweiler, Hershey & Associates, we discussed his career and path to the accounting profession. We focused on his journey to bring his vision to reality by sharing it with his Partne…

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Episode 373: Randy Crabtree - Inside the 2nd Annual Bridging the Gap Conference 37:27

3M ago37:27

37:27

In this episode, I got to sit down with Randy Crabtree, the co-founder of Tri-Merit Specialty Tax, Host of the Unique CPA Podcast and Bridging the Gap Conference, and Keynote Speaker. We discussed Randy’s background in accounting and what led him to start Tri-Merit. He shares the overview of the upcoming Bridging the Gap Conference in Chicago and w…

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Episode 372: Eric Mangold - Increasing Revenue: The CPA-Financial Advisor Alliance 53:50

3M ago53:50

53:50

In this episode, I got to sit down with Eric Mangold, the founder of Argosy Wealth Management. We discuss the challenges CPAs face and how financial advisors can work collaboratively with accountants to benefit clients. We also talk about increasing revenue, AI, growing client portfolios, decreasing tax liability, and how financial advisors do thin…

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Episode 145: Workplace Transformation Is Not An "Elongated Harvest", It Takes Time And Patience With Chet Buchman 1:05:39

3M ago1:05:39

1:05:39

Workplace transformation is not an 'elongated harvest' — it takes time and patience. In this compelling episode, we sit down with Chet Buchman, the Managing Partner of Swindoll, Janzen, Hawk & Lloyd LLC. Growing up in a small agricultural town with fewer than 500 people, Chet’s journey to leading a flourishing firm in Wichita, Kansas, is a testamen…

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Episode 371: Jackie Meyer - Tax Planning in the Digital Age 45:43

3M ago45:43

45:43

In this episode, I got to sit down with Jackie Meyer, CPA, doctoral candidate, and founder of TaxPlanIQ. She has a passion for blessing accounting firms with health, wealth, and relationships via results-driven coaching, consulting, and tech. Our discussion focuses on proactive tax planning services and strategies for accountants.The conversation a…

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Episode 144: Being Good To Becoming Elite In Selling Takes Practice And A Process With Paul Caffrey 50:55

4M ago50:55

50:55

Being good at selling may be great, but becoming elite in selling is much better! Like many entrepreneurs, you also wanted to achieve an elite status in your field. In today's episode, Paul M. Caffrey, Co-Author of The Work Before The Work, shares his journey from being a scientist to a top salesperson. We learn how to use the scientific process du…

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Episode 370: Angela Meharg - Datisfy’s Quest to Solve QuickBooks Woes Using Custom Reports 40:21

4M ago40:21

40:21

In this episode, I got to sit down with Angela Meharg, one of 2024’s Top 50 International QuickBooks ProAdvisors. Angela is neither a bookkeeper nor an accountant but she is definitely accounting-adjacent. Her company, Datisfy, focuses on one single thing: Custom Reporting for QuickBooks and she's been doing that for 10 years now. Join us as we dis…

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Episode 369: Melissa Miranda - Empathy-Driven Accounting 40:56

4M ago40:56

40:56

In this episode, I got to sit down with Melissa Miranda, CPA, wife, mom, and business owner, to discuss the often overlooked aspects of empathy and communication in the accounting field. As the owner of Step By Step Accounting, recently named a top 50 Woodard Accounting Firm, Melissa shares her personal journey that led her to focus on these softer…

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Episode 368: Kelly Gonsalves - Scaling Your Firm with Automation and AI 53:36

4M ago53:36

53:36

In this episode, I got to sit down with Kelly Gonsalves, a QuickBooks Pro Advisor and the founder of Totally Booked. Her mission is to assist every small business in becoming more profitable by utilizing efficient accounting processes. We dive into her insights on scaling an accounting firm through automation and leveraging AI. Kelly discussed her …

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Episode 367: Ajoy Krishnamoorthy - Transforming Inventory Management with Cin7's Intelligent Platform 35:20

5M ago35:20

35:20

In this episode, I got to sit down with Ajoy Krishnamoorthy, the CEO of Cin7, a fully integrated, cloud-based inventory management software that streamlines stock management across multiple channels. We dive into the key benefits of implementing an intelligent inventory management system, especially as businesses scale across multiple sales channel…

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Episode 143: No Limits: Uncover That "Thing" You Do That Is SUPER Extraordinary! With Jeff Gibbard 51:04

5M ago51:04

51:04

What does it take to live a life with no limits? The answer is lies in tuning in to the thing that makes you unique, your potential greatest contribution to the world – your superpower. In this episode, we interview Jeff Gibbard, the Author of The Lovable Leader, a professional speaker, and the founder of several companies including Super Productiv…

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Episode 366: Paul Hamann - Myths Around Reasonable Compensation 43:03

5M ago43:03

43:03

In this episode, I got to sit down with Paul Hamann, the Founder and President of RCReports. He has more than 13 years of experience in providing online solutions for determining Reasonable Compensation for Closely-Held Business owners. We discuss the often misunderstood topic of reasonable compensation for S corporation owners. We dispel common my…

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Episode 365: Scott Scarano - The OK Rapper from Accounting High 56:53

5M ago56:53

56:53

In this episode, I get to chat with Scott Scarano, an accountant and rapper known as the "OK Rapper." Scott shares his unique journey from a traditional accounting background to embracing his passion for rap music and performing at accounting conferences. He delves into how leveraging technology and it allowed him to free up time and pursue his cre…

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Episode 142: Let Your Geek Flag Fly: Find What You Love To "Nerd Out" On With Martin Zych, Jirav 50:01

5M ago50:01

50:01

Forget everything you think you know about productivity hacks. Today, we're diving deep into the unexpected habits of wildly successful people with Martin Zych, Founder and Chief Customer Experience Officer for Jirav. From weird sleep schedules to unconventional workspace setups, get ready to discover the surprising secrets that could unleash your …

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Episode 364: Lukas Sundahl - The Accounting Career Path: Beyond the Traditional CPA 38:50

6M ago38:50

38:50

In this episode, we delve into the diverse paths one can take within the accounting profession. Our guest, Lukas Sundahl, shares his own unconventional journey, starting as a personal trainer to transitioning into accounting through an MBA and CMA certification. Lukas emphasizes the importance of exploring different accounting designations, such as…

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Episode 363: John Higgins - Microsoft Copilot & Generative AI Opportunities for CPAs 40:01

6M ago40:01

40:01

In this episode, we dive into the rapidly evolving world of generative AI and its implications for the accounting profession. My guest, John Higgins, a Strategic Technology Advisor, Coach and Author, shares his insights on how AI tools like ChatGPT and Microsoft's Copilot can augment and enhance the work of accountants. We explore the potential of …

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Episode 362: Adam Lean - The Pathway to Profitable Accountant Advisory Services 41:24

6M ago41:24

41:24

In this insightful episode, we delve into the world of client advisory services and how accountants can break free from the commoditized nature of traditional accounting services. My guest, Adam Lean, CEO of The CFO Project, shares his journey from being a former accountant to a two-time entrepreneur, and his passion for empowering business owners …

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Episode 361: Crypto Tax Prep: A Game-Changer for Accounting Firms with Brian Ernest & Mike Ring 33:52

6M ago33:52

33:52

In this eye-opening episode, Brian Ernest and Mike Ring, co-founders of Blockchain Crypto Tax Prep, provide invaluable insights into the complex world of cryptocurrency taxation. As the adoption of digital assets continues to surge, accountants find themselves grappling with the unique challenges of reporting crypto transactions accurately. From de…

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Episode 141: Your Past Does Not Dictate Your Future With Ford Saeks 46:47

6M ago46:47

46:47

Your past does not dictate your future. It is for you to decide which pieces fit in your journey and which ones to let go. Amy Vetter interviews Ford Saeks, CEO of Prime Concepts Group, Inc. During the interview, they discuss Ford’s journey from foster care to being a serial entrepreneur. They uncover the belief systems he found no longer served hi…

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Episode 140: The Path Of Observation To Understand Who You Truly Are With Sofie de Vreese 47:39

7M ago47:39

47:39

Seize ownership of your life, prioritize what truly matters to you, and bravely embark on the journey that may initially seem daunting—because it's that very first step that paves the way to a more gratifying existence. In this compelling episode, Sofie de Vreese, Head of Strategy and Partnerships for APAC at Expensify, unveils her odyssey of self-…

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Episode 360: Gaynor Meilke - How Lead Generation Works in B2B 32:39

7M ago32:39

32:39

In this episode of the Tech Talk for Accountants Show, I am joined by business strategist and certified business coach, Gaynor Meilke to explore marketing approaches and strategies tailored for accounting firms and professionals. We discuss common blind spots in accounting firm marketing such as not considering the end client's perspective and lack…

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Episode 359: Nancy McClelland - Breaking Down Barriers Between Bookkeepers and CPAs 54:50

7M ago54:50

54:50

Nancy McClelland, AKA "The Dancing Accountant," joins us to discuss ways bookkeepers and CPAs can work better together to serve their shared clients. We talk about the historical divides between these professions and how modern technologies like Keeper and Right Tool are making new levels of collaboration possible. The goal is to move from merely d…

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Episode 139: Resilience, Grit & Communication Can Get You Through the Ups & Downs with Sarah Acton from BILL 47:27

7M ago47:27

47:27

Resilience, grit, and communication are your pillars to get through the greatest tribulation you will face, especially in business. Taking those pillars in your business will make a great difference in running it and making sure it succeeds. In this episode, Sarah Acton, the Chief Marketing Officer at BILL, shares the lessons she learned from her c…

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Episode 358: Janelle Charriere - Growing Your Business with Strong Boundaries 35:17

7M ago35:17

35:17

Janelle Charriere joins me to discuss strategies for growing an accounting firm, including how to set boundaries with clients. We talk about when and how to start saying "no" to undesirable clients, the importance of niche focus, and best practices for firm processes and security. Janelle shares insights from transitioning to running her own firm, …

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Episode 357: Isaac Perdomo - Process Automation and Software Integrations for Accounting Firms 37:24

8M ago37:24

37:24

Dive into how accounting firms can drive efficiency through process automation and software integrations. We explore low-hanging fruit like client onboarding as well as more advanced projects like syncing sales channels to general ledgers. Discover a framework for prioritizing automation based on ease of implementation and value created. Learn the …

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Episode 356: Matt Banker - How To Turn Free Advice Into Paying Customers 39:30

8M ago39:30

39:30

Should you give away your best advice for free? We discuss why sharing your expertise openly can actually gain you more clients and credibility. Learn how to position yourself as the trusted guide - not the hero - when marketing professional services like accounting. Discover opportunities beyond traditional tactics to build relationships through o…

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Episode 355: Amanda Connolly - CPA Charge Eliminates Payment Headaches for Accounting Firms 15:19

8M ago15:19

15:19

Getting paid shouldn't be a chore for accounting firms. Today’s guest, Amanda Connolly, and I discuss how firms can effortlessly collect client payments online. We discuss the importance of niche payment solutions tailored for the accounting industry, including key features like payment plans, recurring billing, and surcharging capabilities. Discov…

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Episode 354: Bryson Webster - The Future of Accounting: How Canopy is Leading the Way 18:25

8M ago18:25

18:25

In this episode, I talk with Bryson Webster, VP of Partnerships & Strategy at Canopy, about how they are helping accountants leverage AI to automate workflows in my accounting firm. We discuss how Canopy built an end-to-end practice management suite to eliminate the hassle of disjointed tools that don't communicate. Bryson explains how their integr…

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Episode 353: Nellie Akalp - Streamlining Business Formation and Taxes for Accountants 29:07

9M ago29:07

29:07

Today's episode explores how accountants can expand their service offerings through strategic partnerships, specifically in the area of legal filings and business formation. We discuss the importance of providing value-added services to clients, beyond just tax preparation and bookkeeping. By partnering with companies like CorpNet, accountants can …

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Episode 309 Raqs Sharqi Dancing with Amira 58:57

9M ago58:57

58:57

Greetings from The Bronx,Amira is a dancer who practices Raqs Sharqi, an Egyptian dancing style popularized during the Golden Age of Egyptian cinema. The dance is done at haflas (parties), weddings, restaurants, and there is even a version performed as a form of resistance. We spoke about Amira's entry into the world of Raqs Sharqi, the history of …

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Episode 352: Andy Root: Building Strong Client Relationships Through Advanced Accounting Tech 25:15

10M ago25:15

25:15

Welcome to another episode of the 'Tech Talk 4 Accountants Show,' where we explore the intersection of accounting and cutting-edge technology. Today's episode, 'Andy Root,' is brimming with insights for accountants aiming to enhance their firms through tech solutions and meaningful relationships. Our host, Andrew Lassise, and an array of speakers e…

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Episode 138: Remain Optimistic: Be a Multiplier and Focus on Progress with Linda Wedul 39:49

10M ago39:49

39:49

To succeed, embrace optimism, focus on progress, and be a multiplier of strengths. Celebrate small victories, collaborate relentlessly, and believe in the glass being half full. We have Linda Wedul, CEO of the Minnesota Society of CPAs, here to talk about resilience, leadership, and adapting to uncertainty. She shares her journey from growing up on…

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Episode 351: Will Hill- The Significance of Having a Business Process Documented 44:41

10M ago44:41

44:41

Will has more than 20 years of experience working with tax and accounting companies to enhance their business strategies, daily operations, and customer interactions. Will was named one of the Top 100 Most Influential People in Accounting by Accounting Today in 2021. Will Hill Consults was founded out of love for seeing businesses and business lead…

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Episode 350: Jesse Rubenfeld – Exploring the Intersection of Accounting and Technology (Repurpose) 46:50

10M ago46:50

46:50

🎙️ Listen to the latest episode of the Tech Talk for Accountants show, where we dive into the fascinating world of accounting and technology! Join us as we sit down with Jesse Rubenfeld, a CPA and Python engineer, who shares his unique journey and experiences in the industry. Jesse's passion for both accounting and engineering led him to found FinO…

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Episode 349: Isaac Smith - Unlocking Global Talent: Offshoring Success in Accounting 45:03

10M ago45:03

45:03

Isaac Smith, the founder of Team Up. Isaac takes us on his entrepreneurial journey, starting with his own bookkeeping firm and expanding into offshoring. The conversation takes unexpected turns, showcasing the dynamic nature of the discussion. Delving into the relevance and advantages of offshoring in the accounting industry, the podcast highlights…

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EP 348: Giles Pearson - The Future of Accounting: Exploring AI's Role in Efficiency and Skill Assessment (Repurpose) 41:38

11M ago41:38

41:38

Giles Pearson, the CEO and co-founder of Accountests, acompany that specializes in skills assessment and training for CPAs. The interview focuses on the role of AI in the accounting industry and how it can be used to streamline processes, reduce errors, and improve efficiency. The effect of AI on jobs in the accounting sector is alsodiscussed in th…

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Episode 308 Living on a Barge in Brooklyn with David Sharps 1:27:41

11M ago1:27:41

1:27:41

David Sharps is the owner of the Lehigh Valley No. 79 Barge and the president of the Waterfront Museum in Red Hook, Brooklyn. David has lived on the barge since the 1980s when it first docked in Red Hook. The ship itself has a long history that we explore in this episode. It currently serves as a museum, performance space, and David's home. David l…

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Episode 347: Lance Brandow-Small Stock Pro: Inventory Software Made Easy 25:17

11M ago25:17

25:17

Lance Brandow is the creator of Brandow Consulting, aQuickBooks inventory software assessment and implementation company specializing in the following software programs: MISys Manufacturing, Method:CRM, Fishbowl Inventory and Cin7. With over 15 years personal experience with Fishbowl Inventory, he spends around 50% of his time consulting Fishbowl u…

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Episode 307 Brooklyn's Ghost Streams with Eymund Diegel 1:14:27

11M ago1:14:27

1:14:27

Eymund Diegel is an urban planner specialized in the mapping and analysis of changing urban, rural, and natural habitat systems. Over the past several years he has been mapping Brooklyn's "ghost streams" - sites where streams and waterways existed in Brooklyn's original ecological zones and now live under asphalt and development. His work is center…

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Episode 346: Alison Ball-Simplified Tech: Making Complex Tasks User-Friendly 18:04

11M ago18:04

18:04

Alison is an effective connector and communicator. It takes both art and science to develop and manage results-driven influencer based PR, content marketing initiatives, ambassador programs, and experiential marketing campaigns. The science is in the plan, sequencing, messaging, and measurement, while the art is in keeping people satisfied. She pos…

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