You can find the transcripts from our most popular shows below, where you can listen to the episode or read the show notes.
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Jason Deshayes is a senior manager on the firm services team at AICPA. He also leads the G400 Initiative and oversees the development of succession and emerging partner resources for PCPS, as well as acting as their staff liaison with their networking groups. I recently had the pleasure of interviewing Jason for the Sage Advice podcast… Read more
Sara Rodell, CEO of Loop & Tie, is an entrepreneur who leads by example. She believes companies have an opportunity to shepherd social change by embracing inclusion, diversity, and the business strength that comes from a culture of openness to new ideas and people. Sara started Loop & Tie because of a personal gifting problem… Read more
Dr. Sean Stein Smith is an assistant professor at Lehman College, a member of the AICPA Leadership Class of 2017, and an Inc. Magazine columnist. He was also recently recognized by CPA Practice Advisor on their list of the top 40 under 40 accounting professionals to watch in 2017. His work and analysis of accounting,… Read more
I recently had the opportunity to interview Kriti Sharma for the Sage Advice podcast about how AI is changing the workplace. Kriti is the VP of Artificial Intelligence at Sage and resides in London, England. She has numerous accolades; she was named in Forbes magazine’s “30 under 30” list in tech, 2017; she is the inventor of hellopegg.io, the… Read more
Rich Safranek is the strategic account manager at Sage X3 and has over 25 years of experience in the enterprise management and wholesale distribution space. His background includes consulting and industry presentations and a 41 city tour with both Microsoft and IBM, speaking with company owners and c-level executives on the benefits of processor invention… Read more
John is a nationally recognized corporate comedian and emcee who draws on his condition as being a recovering big four CPA to deliver messages that hit home with corporate audiences. John’s customized performances and observations of everyday corporate America help teams break down barriers, foster unity, and strengthen bonds. With over 1800 performances, he consistently… Read more
Lindsay Stevenson is the vice president of finance and tax at First Financial Bank USA. She is an involved member of a number of committees at the AICPA, the ASCPA, and SDCPA and the 2017 AICPA Outstanding Young CPA award recipient. As a CPA, CGMA, Lindsay is dedicated to the future of the accounting profession… Read more
Alexis Kimbrough, the founder of the Growth Group, specializes in helping musicians gain financial independence and live prosperous financial lives. Since 2008, the Growth Group has delivered financial education, tax, accounting, and bookkeeping services for independent artists, record labels, and recording studios. She believes that without musicians, the world would be a boring place; and even… Read more
David Gosselin is a partner at DBBMcKennon, a PCAOB registered firm with offices in Newport Beach, Santa Monica, and San Diego, California. He has pioneered equity crowdfunding for the CPA industry. After the passage of the Jobs Act in 2012, David sought to become the national CPA expert and thought leader in equity crowdfunding for… Read more
Alina Nikishina is the CFO and VP of Firm Management with Insperience Business Services. She has been in the CPA profession for about eight years and is passionate about the future of accounting and technology. She joined the team over three years ago after spending five years with Deloitte Tax working with high net worth individuals,… Read more
Geoff Ashley is the principal at Geoff Ashley and Associates, where delivering a stellar experience to every stakeholder is the mission and focus. Everything they do is designed to help their clients achieve this goal within the organization and it also defines the relationships they develop and maintain with their clients. Geoff is a senior-level… Read more
This is a feature story in our special series of interviews that we’re doing about the CPA Practice Advisor 40 Under 40 awards. Today, we feature Blake Oliver, CPA, blogger and senior product marketing manager at FloQast as he discusses his accounting career, technology, accounting recruitment, and the changing nature of teams. An edited transcript… Read more
The Sage Advice Podcast energizes business builders around the world through the imagination of our people and the power of technology. This is a part a special series of interviews that we’re doing about the CPA Practice Advisor 40 Under 40 awards. Today, we feature Caleb Jenkins, Leader of Client Accounting Services at RLJ Financial… Read more
Hector Garcia, CPA, CEO, and founder of Quick Bookkeeping, was a recent guest on our Sage Advice podcast with Ed Kless. Hector has three post-graduate degrees, each strengthening his career in accounting, finance, and taxation. His passion comes from his own career in which he’s applied a personal philosophy of continuous learning. He was recently… Read more
This episode of the Sage Advice podcast features Stacy Schuettler, the president of LBMC Technology Solutions, LLC. LBMC was founded in Tennessee is 1996. Under Stacy’s leadership, LBMC Technology Solutions has grown significantly and is continually recognized on a national level as being a top-performing IT consulting company, due to its depth and breadth of technical… Read more
The Sage Advice Podcast energizes business builders around the world through the imagination of our people and the power of technology. This episode features Tom Deans, Ph.D., award-winning speaker and author of Every Family’s Business and Willing Wisdom. Tom specializes in business succession planning, a difficult subject for many business owners. An edited transcript is below.… Read more
This is part two of a three-part series outlining the critical changes impacting small and medium-sized businesses as a result of new tax legislation. Part one of this series focused on the generalities, concepts, and key new provisions from a macro perspective. This post focuses on business implications. Part three will examine the impacts to… Read more
The Sage Advice Podcast energizes business builders around the world through the imagination of our people and the power of technology. This is the first of a special series of interviews that we’re doing about the CPA Practice Advisor 40 Under 40 awards. All upcoming features will include extensive Q&As with each honoree. Today, we… Read more
The Sage Advice Podcast energizes business builders around the world through the imagination of our people and the power of technology. This episode features Brian Smith, the founder of the UGG® boots brand. An edited transcript is below. Brian is the founder of the popular footwear brand UGG®. He started the brand in the 1970s… Read more
The Sage Advice Podcast energizes business builders around the world through the imagination of our people and the power of technology. This episode features Doug McVadon, the president of Dorrier Underwood. An edited transcript is below. Doug McVadon is the president of Dorrier Underwood. He has been a consultant with them since 1997, working with… Read more
Nine years ago, Nathan Hirsch started his first company, Portlight in his college dorm room selling textbooks on Amazon. Since then Nathan is now the CEO of FreeeUp and has bootstrapped two multimillion-dollar businesses that he continues to run today. Since launching his first company from his college dorm room, he has expanded into other… Read more
Strategic partnerships are beneficial to businesses at any stage of the growth cycle. Today’s economic climate and the fast-paced business world have changed the way enterprises tackle growth challenges requiring them to seek out new partners to ensure they stay competitive. Ed Kless, the host of the Sage Advice podcast, recently spoke with Tom Miller… Read more
As a small business owner, you face many challenges on a daily basis. From cash flow to order fulfillment, from invoicing to payroll, you wear many hats over the course of one day. I work with small business owners to help them to market their businesses, and I am one myself. I hear the same… Read more
You have an idea for a business. It’s always been your dream. You even told yourself “This is the year!” If you haven’t started yet, what’s stopping you? What if there was a way to start this weekend and increase your chances of success? There is! And it starts with a device 32,000 times stronger… Read more