The Federal Tax Updates podcast is a recent addition to the Earmark Media network of accounting-focused podcasts. In this episode, Roger and Annie discuss the most recent IRS updates and recommendations for tax preparers dealing with the surge of inaccurate ERC claims. They also provide some detailed insights into filing extensions for clients. Wan…

Jason Statts is a CPA firm owner and the creator, manager and owner of the online accountant community Realize. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: Common challenges accounting firms have when adopting new tech. How personal-based productivity differs from software-based productivity. How modern acco…

Following four years of Military service, including a tour at the Pentagon for the Secretary of Defense’s Office, and work experience as a staff accountant at the International Accounting Standards Board in London, England and local CPA firm, Brian founded Wendroff & Associates, CPA in 2006. He quickly established himself as an Entrepreneur’s CPA a…

Okorie Ramsey has been a CPA for almost 15 years and is currently the Vice President of Sarbanes/Oxley at Kaiser Permanente and the Vice Chairman of the American Institute of Certified Accountants. Okorie is a California Certified Public Accountant (CPA), Project Management Professional (PMP), and Chartered Global Management Accountant (CGMA). He a…

Byron Patrick is the VP of Customer and Operations at Fieldguide, Chairman of the Board of the Maryland Association of CPAs and is recognized as an industry leader on technology topics impacting CPAs. Byron specializes in helping CPAs and small businesses leverage technology and speaks at industry conferences around the country. Here are a few of t…

Randy Johnston has worked in programming for over 60 years and is currently the Executive Vice President at K2 Enterprises and the CEO & Co-Founder of Network Management Group, Inc. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: Future technological changes that will affect Accounting Firms. How to prepare your…

Will Hill worked at Thomson Reuters for over 20 years and worked his way up to the Senior Product Marketing Manager role. After leaving Thomson Reuters Will started his own business Will Hill Consults where he helps firms work through external and internal change. Will was listed by Accounting Today in 2021 as one of the "Top 100 Most Influential P…

Donny Shimamoto is the Founder and Senior Member of the IntrapriseTechKnowlogies consulting and management team, where he helps business owners streamline their business systems, develop business system applications and learn effective organizational design. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: The in…

Dr. Sean Stein Smith is an award-winning researcher, professor, entrepreneur, and enthusiast for blockchain, crypto assets, and the impact on emerging technologies. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: How blockchain and crypto relate to accounting and finance. The direct impact Bitcoin is having on a…

Roman Kepczyk is Director of Firm Technology Strategy at Right Networks, where he focuses on helping firms throughout North America use information technology by educating and directing owners towards today's optimized CPA firm production processes. Roman is also a Lean Six Sigma Black Belt, AICPA Certified Information Technology Professional, and …

Mike Maksymiw is a Change Agent for the accounting profession and the Executive Director and Leader of Aprio Firm Foundation where he shares resources, coaching, and networking opportunities with small and midsized CPA firms. Mike’s focus is on impacting the progress on key issues facing the profession, including women/family initiatives, DEI, work…

Geraldine Carter is a certified professional coach who specalizes in helping overworked solo CPAs get their lives back without forsaking revenue. Geraldine is the Founder of She Thinks Big Coaching and the host of the Business Strategy for CPAs Podcast. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: Ways the tr…

​​Your client is most likely NOT going to tell you when something is wrong. This can be a huge risk for your firm. Read more - https://nxtstep.io/daily/gathering-client-feedback/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ How and…

Is your firm making it harder for your clients to pay you? If so, you need to drop everything and fix that problem ASAP. Read more - https://nxtstep.io/daily/client-payment-issues/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ How a…

If your firm is only crawling along the technology curve then your firm could be in trouble. Don't wait too long to adapt. Read more - https://nxtstep.io/daily/resisting-technology/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ How …

Is your firm at capacity? If so, you may have a unique opportunity to significantly strengthen your firm's performance and brand. Read more - https://nxtstep.io/daily/best-time-to-raise-prices/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbust…

What can firms learn from supermarkets when it comes to evaluating the quality of your customer service? Read more - https://nxtstep.io/evaluating-customer-service/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ How and where to conn…

Blake Oliver is an entrepreneurial accountant and writer who specializes in cloud accounting technology. He was named a "40 Under 40" in the accounting profession by CPA Practice Advisor in 2016 and 2017 and is also the co-host of the Cloud Accounting Podcast. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: The …

Is your team providing your clients with consistency when it comes to advice? If not, it could be a source of client turnover. Read more - https://nxtstep.io/consistent-client-communication/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.…

Whatever your firm does, if you can do it faster then you've got a major advantage over your competition. Read more - https://nxtstep.io/ultimate-competitive-advantage/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ How and where to …

Tech people get a bad name or their customer service skills. You know where this problem is worse? Accounting. Read more - https://nxtstep.io/accounting-customer-service-stinks/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ How and …

Many clients have lots of complaints about the accounting industry. Does your firm have any of these issues? Read more - https://nxtstep.io/accounting-industry-client-complaints/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ How and…

You want to make improvements at your firm across the board. How do you know which one you should upgrade first to maximize impact? Read more - https://nxtstep.io/biggest-firm-opportunity/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.co…

Your clients hate your portal. Its feature set is pretty embarrassing. There's an easier way to give clients what they want. Read more - https://nxtstep.io/client-portals-stink/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ How and …

What's making recruiting harder and turnover worse for your firm? Have a poor employee experience due to bad software and technology. Read more - https://nxtstep.io/tech-and-turnover/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ Ho…

Jeff Bleacher has worked in accounting for almost 40 years and is the managing partner of Ross Buehler Falk & Company. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: How Jeff became the managing partner at Ross Buehler Falk & Company. The benefits of having a proactive advisory relationship with your clients. B…

Employees at your firm are wasting 1/3 of their effort. What could your firm improve if you got back all of that time? Read more - https://nxtstep.io/waste-in-the-workplace/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ How and wher…

What if you could rebuild your firm from scratch without anyone or anything standing in your way of the changes you wanted to make? Read more - https://nxtstep.io/design-your-dream-firm/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/…

Want to burn through as much new content as you can during your July 4th travel plans? Allow me to introduce you to Blinkist. Read more - https://nxtstep.io/reading-efficiency-hacking/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ H…

The accounting industry is undergoing major disruption. If you have a traditional firm it might be at serious risk. Read more - https://nxtstep.io/accounting-industry-disruption/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ How and…

Do you want to learn how to boost the profitability of your firm without needing to hire? Join me for a webinar on the topic today at 12 EST. Read more - https://nxtstep.io/firm-profitability-webinar/ Webinar signup - https://www.crowdcast.io/e/boost-firm-profit/register Want to boost the profitability of your firm without needing to hire? Sign up …

Is your accounting firm built around billing by the hour? If so, it may be limiting your progress more than you realize. Read more - https://nxtstep.io/hourly-billing-trap/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ How and where…

Is lead generation at your firm unpredictable? What if you had a dial that could provide the amount of leads you wanted at any time? Read more - https://nxtstep.io/predictable-lead-generation/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuste…

Rob Nixon is an accounting firm marketing expert who helps Accounting Firms increase their revenue to over $1M / €500k profit per partner whilst working less than 500 client hours. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: The differences between the Australian and North American accounting markets. Why th…

What is your firm's Ideal Client Profile? Your ICP is critical to find more prospects you can help with solving specific problems. Read more - https://nxtstep.io/your-firms-ideal-client-profile/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbus…

Why would a client choose your firm over another? That's your Unique Selling Proposition. So what's the USP for your firm? Read more - https://nxtstep.io/unique-selling-proposition/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ How …

How would you grow the bottom line of your firm by 10X? What if I told you that 1 out of 3 tasks done at your firm today was wasted effort? Read more - https://nxtstep.io/how-to-grow-by-10x/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.…

How does your firm know when it's not too soon to purchase software from a new company? First, look at how they're funding operations. Read more - https://nxtstep.io/selecting-software-for-your-firm/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottlene…

Is your firm dependent on referrals to grow? What if you could get more leads with the push of a button? Would that make it easier to grow? Read more - https://nxtstep.io/generating-leads-on-demand/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottlenec…

When marketing your services, do you describe them from your perspective or the clients? Here's why you need to market in their language. Read more - https://nxtstep.io/marketing-your-services/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbust…

Who does your firm's website speak to? Does it look like every other firm website or does it speak to solving client problems? Read more - https://nxtstep.io/better-website-experience/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ H…

Digby Leigh has been working in law for over 30 years and founded his current firm Digby Leigh & Co in 2005. Digby is also an expert on hourly billing and different billing models that can be used to move away from charging clients based solely on your time spent. He’s effectively used these in his firm to improve his staff's lives while keeping hi…

If you want to sell more at your firm, focus on delivering successful outcomes for your clients. Your clients don't care about your output. Read more - https://nxtstep.io/selling-more-successfully/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneck…

What is the most profitable service your firm offers? Here's a hint - high revenue and low amounts of invested time. Read more - https://nxtstep.io/most-profitable-service/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ How and where…

Why do firms in the accounting industry work ridiculous hours? Do you really want to work on nights and weekends? Let's fix it. Read more - https://nxtstep.io/working-crazy-hours/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ How an…

What is the current state of your team's mental health? Leverage tools for tracking and monitoring the mental health of your team. Read more - https://nxtstep.io/tracking-mental-health/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ …

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Employees need a healthy work-life balance to be the most productive. Help your team find the right balance with a workplace analytics tool. Read more - https://nxtstep.io/workplace-analytics/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuste…

Intelligent Automation can dramatically improve the employee experience. Let's talk about how much exactly and in which ways. Read more - https://nxtstep.io/boost-employee-experience/ Want to boost the profitability of your firm without needing to hire? Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/ Ho…

Jessica Freiburg has been with Sassetti for almost 20 years and became Managing Partner in 2021, where she provides strategic direction to the firm while overseeing daily operations, developing their employees, and working with clients across various service lines. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:…