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CPA Conversations podcast

Sep 28, 2020

What will it take to ensure a successful future for your CPA firm? Perhaps it is setting your firm apart from the competition in the technological realm? Maybe it’s marketing your firm in the avenues that draw the modern client’s eyeballs? Well, according to Robert Schulte, founder of LumaTax Inc., the answer is...


Sep 21, 2020

Client referrals are a time-honored avenue of prospect generation for CPAs. However, coming out and asking for referrals can be a delicate matter to the firm/client relationship. Today’s guest, Stacey Brown Randall, author of Generating Business Referrals Without Asking, shares ways to ensure client referrals without...


Sep 14, 2020

The economic uncertainly introduced by the COVID-19 pandemic might make it seem like a bad time to take a significant career leap, but business strategist and consultant Veronica Sagastume believes the timing could not be better. She discusses the signs that a CPA may be ready for such a step, ways that CPAs...


Sep 8, 2020

The accounting profession is in a perpetual state of change, which has been amplified by the coronavirus pandemic. Because of this state of flux, it is important for a manager to know when their team is ready for change and when they definitely are not. In today’s podcast, Liz Uram, owner of The Coach and Mentor...