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CPA Conversations podcast

May 27, 2019

Effective marketing is a plus for all firms, but it can be especially vital for small practitioners. From online reputation management, to engaging websites, to leveraging your local listings, Hugh Duffy of Build Your Firm Inc. walks us through what small CPA firms can do to optimize their marketing efforts and help the...


May 20, 2019

Social Security numbers. Medical data. Financial information. The volume of personal information kept inside employee benefit plans is huge, and that is why these plans make such ripe targets for cybercriminals. It falls to employee benefit plan sponsors to make sure the bad guys are kept out. In a preview of...


May 13, 2019

According to Paul Lally, lead partner of the business transition group for Wipfli LLP, the “missing middle” is the gap between the entrepreneurial vision that sparks a business’s formation and the long-term vision that ensures a company’s survival. In a preview of “Cross Over the Missing Middle to Secure...


May 6, 2019

The term cryptocurrency might sound futuristic, but it is quickly emerging in the present as an opportunity for many in the public and investing community. It’s vital that CPAs and financial planners know what they are, why they are attractive to clients, and what the risks are. To go into detail on cryptocurrencies,...