最高の Alicia Bell ポッドキャスト (2024)

1
Infinite Patterns: Where Storytellers Tell All 1:11

7d ago1:11

1:11

Infinite Patterns, a kaleidoscope podcast, aims to demystify the building of a sustainable, thriving newsroom. Like with most puzzles, when everyone takes a corner, the picture comes into focus a lot faster. So, the Racial Equity in Journalism (REJ) Fund at Borealis Philanthropy collaborated with partners at ZEAL, a worker-owned creative arts studi…

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49 - Lessons from Gaynor Hardy's Marketing Journey 44:22

1M ago44:22

44:22

Today’s new episode of The Concierge CPA for accountants, tax advisor, and entrepreneurs features Jackie Meyer and Gaynor Hardy Meilke debriefing from Scaling New Heights 2024. This episode is sponsored by Business Benefits Consultants lead by David Podell. Gaynor shares practical marketing tips for advisors and accountants along with her journey f…

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48 - Alton Bell: His Family's Success Story in Entrepreneurship and Accounting Firm Growth 48:37

3M ago48:37

48:37

In this exciting episode of The Concierge CPA, host Jackie Meyer invites Alton Bell to the show. Alton, a successful entrepreneur and top coaching student, shares his expertise as a user of TaxPlanIQ software. Together with his sister Andrea, Alton co-founded Bell Tax Accountants and Advisors, a highly regarded firm in Chicago that focuses on provi…

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47 - The Evolution of Amber Setter: A Story of Transformation and Leadership 48:03

3M ago48:03

48:03

Today on The Concierge CPA Podcast, Amber Setter discusses her journey from an accountant to leadership coach. In this insightful interview, she shares her transformational journey, from her early years in accounting to her decision to pursue a master's in leadership studies. She discusses the challenges of finding her 'zone of genius' and how she …

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46 - Breaking Boundaries: CPAs Turned Innovators Tom Zehentner and Jesse Rubenfeld 50:18

3M ago50:18

50:18

Today on The Concierge CPA, Jackie Meyer welcomes Tom Zehentner and Jesse Rubenfeld to the show, exploring their journey from CPAs to software developers. The episode highlights their transition to creating software solutions automating accounting tasks, sharing coding skills born out of frustration with manual processes. They are currently in an e…

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45 - The Growing Field of Cannabis Accounting: Challenges, Opportunities, and Advocacy 45:21

4M ago45:21

45:21

In today's episode of The Concierge CPA, Jackie Meyer discusses cannabis accounting with Naomi Granger, Founder of the National Association of Cannabis Accounting and Tax Professionals. Naomi shares her journey into cannabis accounting, highlighting challenges and opportunities in the industry, emphasizing the need for specialized knowledge and ada…

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44 - Diverse Services, Trusted Relationships: Alexandra Constance on Unison Globus' Commitment 42:04

4M ago42:04

42:04

On this new episode of The Concierge CPA, Alexandra Constance discusses her role at Unison Globus, an outsourced provider of accounting services. In this insightful conversation, she shares her unique journey into the company through her familial ties and vision for its growth. She discusses the challenges and advantages of offshoring, emphasizing …

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43 - Strategies for Success: Julie Smith's Tips for Operational Efficiency and Revenue Growth 51:48

5M ago51:48

51:48

Today on the Concierge CPA Podcast, Julie Smith shares her experiences in corporate America, her transition to entrepreneurship, and the growth of her CPA firm. Additionally, she discusses the conception of her podcast, 'Empowering Entrepreneurs', and her mission to build a supportive community for business owners. Julie reveals strategies for oper…

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42 - The Future of TaxPlanIQ: A Conversation with CEO Dave Lukas 41:56

6M ago41:56

41:56

Today on The Concierge CPA Podcast, Dave Lukas, CEO of TaxPlanIQ shares his vision for the company's future. He also talks about his entrepreneurial background, experience in the corporate world, and excitement about taking TaxPlanIQ to new heights. The discussion also explores the importance of tax advisory work and the unique value it brings to c…

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41 - Charting the Future: The Unofficial QuickBooks Accountants feat. Hector and Alicia" 51:11

6M ago51:11

51:11

Join us in exploring the Unofficial Quickbooks Accountants Podcast with incredible insights from Alicia Katz Pollock & Hector Garcia. Don't miss the exclusive sneak peek into Right Tool App, AI integration, and the future of accounting. Ready to level up your skills? Dive into the full conversation now! Gain insights into cutting-edge accounting to…

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40 - Mastering the CPA Game with Mike Payne 42:17

6M ago42:17

42:17

In this episode, I sit down with the incredible Mike, a CPA and attorney with a wealth of experience. We delve into his journey, including insights from his time in the CCA coaching program. Want to learn about the lessons, challenges, and triumphs that have shaped Mike's career over the past year? Curious about the secrets behind successful practi…

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39 - A Deep Dive into Defined Benefit Plans with Financial Guru David Podell 46:01

6M ago46:01

46:01

In this episode, join me with David Podell, a seasoned expert in defined benefit plans with over 20 years of experience. Discover the exciting side of defined benefit plans—a powerful tool for high net worth entrepreneurs. David, a preferred vendor in Tax Plan IQ, breaks down the complexities, making it accessible and valuable. Explore real-life ca…

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38 - Pricing With Purpose with Geraldine Carter 44:18

7M ago44:18

44:18

In this insightful episode of "The Concierge CPA," host Jackie Meyer is joined by Geraldine Carter, Founder and Business Coach for a deep dive into the complexities of pricing and niching in the accounting profession. This engaging conversation sheds light on how accountants can optimize their practices for greater efficiency and client satisfactio…

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37 - Bottoms Up - Raising the Bar With Seth David 47:27

8M ago47:27

47:27

In this episode, we explore Seth David's remarkable journey through addiction, recovery, entrepreneurship, and productivity. Seth's story is nothing short of inspiring, starting with his battle against addiction. We delve into the effectiveness of 12-step programs and the realization that hitting rock bottom isn't a prerequisite for recovery. Seth'…

1
Following Through with Morgan Mahdavi 34:40

8M ago34:40

34:40

“I understood that doing my work well made it possible for everybody else to do their work well.” - Morgan Mahdavi In this episode, our very own Morgan Mahdavi joins Mia for a conversation about their working relationship and how they invite accountability in relationships through transparency, genuine care, and radical trust and grace. Morgan and …

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36 - #TaxTwitterRetreat: Insights from Mary McDonald and Brian Streig 44:09

9M ago44:09

44:09

Welcome to The Concierge CPA podcast! I'm your host, Jackie Meyer, and today, I'm joined by two fantastic guests, Brian and Mary, for an episode packed with insights and inspiration. We kick things off with some exciting news as we talk about the first-ever Tax Twitter conference. Our discussion goes deep as we dive into pressing issues in the acco…

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Making Decisions Collectively with Alicia Bell 41:13

9M ago41:13

41:13

When we share power, we don’t have to take everything on ourselves…. ‘Many hands makes light work.’” - Alicia Bell In this episode, Alicia Bell explains how slowing down to make decisions as a collective can enhance the experience of Shared Power and actually ensure the work happens more quickly. “Slow is smooth, smooth is fast,” Alicia shares And …

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06 | Is super-intelligent AI around the corner? 25:44

9M ago25:44

25:44

Behind the rise of AI there's big questions about where this technology is going. Is it going to be super intelligent — and if that happens — is it going to kill us all? In our final episode, we're diving into the future and unpacking the full spectrum of expert predictions, from the idea that we're on the brink of creating human-level AI, to fears…

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Navigating Conflict with Aarati Kasturirangan & Rebecca Subar 33:27

9M ago33:27

33:27

“If we don’t do the internal work, our movements will suffer.” - Aarati Kasturirangan This conversation is about expanding what’s possible - even within conflict. Mia is joined by Rebecca Subar (they/them) and Aarati Kasturirangan (she/her) from Dragonfly Partners to discuss how nonprofit organizations and movement leaders can navigate conflict fro…

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35 - A Fireside Chat with Forbes' Tax Girl, Kelly Phillips Erb 58:39

9M ago58:39

58:39

Kelly Phillips Erb is bringing the heat today! Get ready for an engaging conversation that covers a wide range of topics, from mental health to the value of your time. We dive into Kelly's unique perspective as a mom working at the crossroads of the accounting and law industries. She reminds us that behind those numbers, there are people with real …

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Communicating to Build Power with Mariame Kaba 36:25

9M ago36:25

36:25

“I never saw social media as opposite to what I’m doing in social organizing. For me, it’s just a tool… it always has been.” - Mariame Kaba Social media has completely transformed the way we organize, communicate, and connect. This is true in so many areas of our lives, but especially with social justice organizing and global movements for justice.…

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05 | The year the world woke up to AI with a bang 25:47

9M ago25:47

25:47

2023 was the year powerful new AI technology went mainstream, with image generators and tools like ChatGPT. And people quickly started wondering where these advances were taking them. This is the story of 2023 in three chapters: the first contact, the backlash that followed, and the new reality. It's the story of actors fighting back against plans …

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04 | If you control AI, you control the world 25:43

9M ago25:43

25:43

AI is often portrayed as being all about technology. But it is also about money and control. Because those who control AI, may control the world. In the AI world, there are two names that keep coming up: OpenAI, the company behind ChatGPT, and its CEO, Sam Altman. Who is Sam Altman? How did his tiny company leapfrog the tech giants and win the scra…

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Embracing Zones Of Genius with Lewis Raven Wallace 32:23

9M ago32:23

32:23

“None of this would matter if we were doing it alone. We’re actively resisting the dominant culture through collaboration… which comes with, perhaps, individual risks [that are worth it].” -Lewis Raven Wallace In this episode, Mia is joined by independent journalist Lewis Raven Wallace for a conversation about accessing our Zone Of Genius and what …

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34 - Bridging the Gap with Tri-Merit's Randy Crabtree 38:06

9M ago38:06

38:06

Today, we're joined by the incredible Randy Crabtree and we're diving deep into his recent conference. Get ready to uncover the gems of wisdom that Randy has to share about his unique event for accountants, featuring notable speakers and captivating topics. We discuss the crucial themes of mental health, vulnerability, and entrepreneurship in the a…

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03 | The bumpy history of driverless cars and their AI brains 25:45

10M ago25:45

25:45

When you think about a driverless car future, perhaps your mind goes to being driven around, watching movies from the backseat and drinking martinis. For over a decade, perfect driverless cars have seemed only a few years away. But in reality, they were nowhere close. Now, driverless cars are finally being rolled out in some cities. But (like human…

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Connecting Identity and Power with Brian Brady 34:49

10M ago34:49

34:49

“My professor and others woke me up to [injustice], but I didn’t have enough of a toolkit to really articulate what I was doing within these structures. Now the tools we have to analyze structures and to work collectively are so much stronger.” - Brian Brady This candid conversation with Brian Brady, a veteran nonprofit leader, is about his regular…

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#30 Carolyn Dismuke "The Vineyard Vagabond" - Conquering Fear and Chasing Her Dreams Traveling California to Explore the Wine Region and Learning About Herself 52:23

10M ago52:23

52:23

Carolyn Dismuke was living a great life but felt something was missing... Her view changed when she discovered vineyards in her backyard that weren't really on the map in the wine world. She decided to study in a world-renowned wine studies program learning about the classic wine regions, the grape growing process, and more. With her passion on fir…

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Redefining Leadership with Deborah Harrington 34:47

10M ago34:47

34:47

“Things don’t have to last forever in order to be successful… Sometimes we get too caught up in ‘sustainability,’ which prevents us from experimenting.” - Deborah Harrington In this episode, philanthropic trailblazer and seasoned strategist Deborah Harrington joins Mia to discuss how we can redefine leadership in ways that diversify group thought, …

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02 | Locked up by AI for a crime he didn't commit 25:39

10M ago25:39

25:39

As ChatGPT shows us, AI can do some amazing stuff. But it does some creepy stuff as well. And it's already been responsible for locking up innocent people. The story of how AI scanned millions of drivers licences and accused Michigan man Robert Wiliams of a crime he didn't commit. When human biases lead to neural networks going rogue.…

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Telling Our Origin Stories with Yashna Padamsee 31:14

10M ago31:14

31:14

“Starting with a relationship instead of starting with a project is foundational, because relationships will continue even as projects and organizations close or change.” -Yashna Padamsee How do we fulfill our organization’s mission without sacrificing its people? And how do we support our people without sacrificing our mission? For this episode, M…

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33 - Accounting Highs and Lows With Visionary Scott Scarano 37:16

10M ago37:16

37:16

I'm thrilled to have the incredible Scott Scarano as our guest. Get ready for a captivating conversation that covers a wide range of topics. Scott opens up about the fascinating world of accountants with extraordinary passions like rap and dance. It's not your typical accounting discussion, and that's what makes it so intriguing! We explore the ide…

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01 | The day modern AI toppled humanity's champion 25:45

10M ago25:45

25:45

The world is experiencing a boom in artificial intelligence (AI). It's everywhere. In just a few years, computers have learned to paint a picture, write a novel, translate languages and consume the entire internet. But how we got here goes back decades to two men who couldn't agree on the best way to teach a thinking machine. The AI world was divid…

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Shared Power vs. DEI with Lisa Marie Pickens 1:01:05

10M ago1:01:05

1:01:05

“There is no limit to power: The world is better when we ALL have power… and we have to recognize this, even if society doesn’t.” - Lisa Marie Pickens Why do so many DEI initiatives fall short? What does shared power look like in organizations, even the homogenous ones? Can a shared power analysis reframe and expand DEI work? These are the question…

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I for one welcome... Hello AI Overlords! 3:37

10M ago3:37

3:37

2023 has been the breakout year of artificial intelligence. After decades of investment and improvement, the technology suddenly went mainstream. For many, it was as though a miraculous machine was plonked in our midst. But AI didn't come from nowhere. And it hasn't been a smooth and simple process. It's been a story rife with drama, conflict, and …

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What is Shared Power? Mia Henry in conversation with Alysia Tate 39:07

10M ago39:07

39:07

In this first episode, Mia is joined by one of the podcast producers, Alysia Tate, to explain the intention behind this season, how we chose episode topics and guests, and why justice and equity work matters in every area of life (no matter your career choice). Alysia interviews Mia and also shares how she now applies the concept of shared power wi…

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32 - The AI Thinktank with Randy Johnston and Brian Tankersley 47:55

10M ago47:55

47:55

Today we have two incredibly knowledgeable guests joining us: Randy Johnston and Brian Tankersley. We've got an AI and quantum computing feast in store for you today, specifically tailored for the accounting aficionados out there. We kick things off by delving deep into the world of AI and quantum computing within the accounting realm. Trust me, th…

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#29 Dennis Torres - Learnings From the Amazon, the Vietnam War, 64 Jobs and A Life Built On Trusting Himself 1:29:36

11M ago1:29:36

1:29:36

Dennis Torres grew up in a working class town in New Jersey, where his curiosity and diverse environment molded him into a man driven by adventure. He has worked 64 different jobs and careers including running the merry-go-round at the Santa Monica Pier, bartending, industrial engineer, a dairy farmer, a big rig truck driver, exploring the Amazon, …

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31 - A Journey Of Faith in Finance with Keith Conley 53:49

11M ago53:49

53:49

We're joined by Keith Conley, a financial advisor who embarked on a transformative journey from pastoral ministry to discovering his true passion in finance. Keith's story is both inspirational and faith-driven, always seeking his calling. Our discussion delves into the paramount importance of financial planning and how Keith's firm, True Legacy Fi…

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30 - How to Hire a Tax Planner 32:13

11M ago32:13

32:13

I'm thrilled to bring you a replay of my appearance on the Keep What You Earn Podcast hosted by the incredible Shannon Weinstein. In this engaging discussion, we delve into the world of accounting and tax planning, shedding light on valuable insights that you won't want to miss. I open up about my journey as the mastermind behind the Concierge Acco…

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29 - The Secret Behind the Top 1% Accounting Firms 47:58

12M ago47:58

47:58

Get ready to dive headfirst into the world of the top 1% of accounting firms. Our journey starts with decoding what it truly means to be in the top 1%, those exclusive ranks of accounting excellence that everyone talks about but few truly grasp. Chuck, the wizard of coaching, shares his unparalleled experience, showing us how he's taken struggling …

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28 - Don't Drop Your Balls: The Art of Prioritization 31:43

1y ago31:43

31:43

In this episode, we dive deep into a topic that hits close to home for many of us: avoiding burnout at work. Believe me, I've been there! But fear not, because I've got some invaluable insights to share with you. The key to mastering the elusive work-life balance is all about setting priorities, managing urgent tasks, and making sure they don't bec…

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#28 Joyce McAndrews - Project Co-Mingle 59:50

1y ago59:50

59:50

This episode is a follow up to #13 Joyce McAndrews - An Artist's Life. On this one, she shares the final pieces to the story of her completion of a three year long project named Project Co-Mingle. This project covers the entire process of building the world's first skyscraper built by a new process called "Speed Core". The tower was erected in down…

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27 - Exploring The New Horizons of AI in Accounting with Scott Scarano, Randy Johnston, Kelly Mann, Jeremy Wells, and Jessica Smith 56:39

1y ago56:39

56:39

I'm back with an expert-packed panel to explore the intersection of technology and the accounting industry. In this episode, the panel discusses various topics centering on AI and the emergence of ChatGPT. We dive into the importance of gender-neutral pronouns in the tech space to foster inclusivity and diversity in accounting. We evaluate the accu…

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26 - Exploring AI Integration and Personalization in Accounting with Rob Brown, Chris Hervochon, Patrice Malloy, and Jason Staats 1:01:05

1y ago1:01:05

1:01:05

In this episode, our panel of experts delves, once again, into the exciting realm of artificial intelligence (AI) and its impact on accounting. We begin by discussing the key factors to consider in order to leverage AI effectively in the industry. The panel shares strategic insights and considerations for maximizing the potential of AI in accountin…

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#27 Alicia Bell - How She Built Her Landscaping Business and The Importance of Facing Your Fears 57:57

1y ago57:57

57:57

I was introduced to Alicia through my friend TK from episode #8 who told me one important fact about Alicia, she is RESILIENT. Alicia struck me as extremely positive and kind right away and as we dug into her story about chasing her dreams and working her way into owning her own business I quickly realized how hard working and resilient she really …

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25 - 5C's (From Cannabis to Crypto) You'd Never Put Together with Crystal Wampler 43:59

1y ago43:59

43:59

I am thrilled to have Crystal Wampler as my guest today. Together, we dive into captivating topics at the intersection of cryptocurrency and the cannabis industry, providing valuable insights into these dynamic fields. Web 3 takes center stage in our conversation, as Crystal and I delve into its meaning and operations. We unpack the transformative …

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#26 Alison Mittlestaedt - Quitting the Corporate World: Her Story of Traveling to 25 Countries 1:03:50

1y ago1:03:50

1:03:50

I think we've all day dreamed of leaving our work lives behind to pick up a nomadic lifestyle. Traveling from place to place, living off of the basics, meeting new people and freeing ourselves from the stress of work. Dreaming is one thing but having the courage to actually follow through with a plan is another... can you see where this is going? A…

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24 - Charting the Future of AI in Accounting with Darren Glanville, Ed Kless, Donny Shimamoto, and Shannon Weinstein 56:11

1y ago56:11

56:11

I'm joined by a panel of experts to dive into the pressing issues accountants face with the integration of artificial intelligence (AI) in our profession. Together, we explore why AI is such a crucial concern for accountants and emphasize that it should be viewed as a tool in our tool belt, rather than a static concept. During our discussion, we de…

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“Rescuing Black Folx From White Jesus” with Alicia Crosby Mack 45:55

1y ago45:55

45:55

In this last episode of the Juneteenth Drop, I speak to Justice Educator, Activist, Minister, and my personal funny joke texter, Alicia Crosby Mack. Alicia and I have a engaging conversation about Black Theology and the Black Church. We unpack if what we think about with the term theology which includes imagination and creativity doesn't necessary …

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ポッドキャスト Alicia Bell

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