You can find the transcripts from our most popular shows below, where you can choose to listen or read the show notes.
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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
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
Caitlin Abshier’s business journey began with a simple Christmas present. “In high school, my parents gifted me a soap making kit,” she remembers. “It was a good way for me to have a creative output and really enjoy the products I was creating.” She loved Lush products at the time, and dove headfirst into trying… Read more
Atlanta has long been a hub for big companies—think Home Depot, UPS, Cisco, and Coca-Cola—and now it’s quickly becoming the tech startup center of the South. The Atlanta Tech Village (ATV) houses over 600 startup companies, making it the largest tech entrepreneurial hub in the Southeast and the fourth largest in the country. The city… Read more
Communication is a foundational item in every aspect of our day-to-day lives. Yet, it is an aspect that we tend to take for granted especially in the business world. In my role, where I help companies understand and leverage their millennial talent while also helping millennials develop the communication and leadership skills necessary to one day… Read more
“Work is a part of your life and it’s only when we start to separate it that we start to feel like we are unbalanced, ” said Ciji Tatum-Townsend, productivity expert and owner of Balanced not Busy. Ciji recently sat down with the host of our Sage Advice podcast, Ed Kless, to discuss what it… Read more