The Good, The Bad, and The Ugly Accounting Podcast

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The Good, The Bad, and The Ugly Accounting Podcast

Lorilyn Wilson, CPA

15 episodes

4 months ago

Avalara brings you a podcast by accountants for accountants. Hear from some of the biggest thought leaders in the industry on the current and future state of accounting, as well as lessons they've learned along the way.

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All content for The Good, The Bad, and The Ugly Accounting Podcast is the property of Lorilyn Wilson, CPA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Avalara brings you a podcast by accountants for accountants. Hear from some of the biggest thought leaders in the industry on the current and future state of accounting, as well as lessons they've learned along the way.

Show more...

Episodes (15/15)

The Good, The Bad, and The Ugly Accounting Podcast

How To Grow A Firm From $0 to $30K MRR

What would you do if you were just starting a firm from scratch? What would your tech stack look like? Would you hire an employee, offshore? On this episode Lorilyn walks through this scenario with Kane Polakoff, currently at CohnReznick, but who started the CAAS practice at UHY and grew it to over 100 employees in under 4 years.

A WORD FROM OUR SPONSOR

Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.

In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.

Download the app:

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Questions? Need help? Email support@earmarkcpe.com.

Connect with Kane Polakoff :

LinkedIn: https://www.linkedin.com/in/kanepolakoff
CohnReznick: https://www.cohnreznick.com/people/kane_polakoff

Connect with Lorilyn Wilson :

Twitter: https://twitter.com/LorilynWilson
TikTok: https://www.tiktok.com/@thenotspicyaccountant
LinkedIn: https://www.linkedin.com/in/lorilynacrum

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Full transcript available upon request

2 years ago

59 minutes

The Good, The Bad, and The Ugly Accounting Podcast

Firm Fixer Upper

On this episode Lorilyn talks with Amanda Wilkie, from Boomer Consulting. Amanda gets into the "ugly" she has seen in firms, when they are slow to adapt to technology changes. She also explores some bad decisions firms make that hurt their growth, and provides some solutions for making better decisions.

A WORD FROM OUR SPONSOR

Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.

In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.

Download the app:

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Questions? Need help? Email support@earmarkcpe.com.

Connect with Amanda Wilkie :

LinkedIn : https://www.linkedin.com/in/amanda-wilkie-pmp
Bommer Consulting : https://www.boomer.com/amandawilkie

Connect with Lorilyn Wilson :

Twitter : https://twitter.com/LorilynWilson
TikTok : https://www.tiktok.com/@thenotspicyaccountant

________________________________________________

Full transcript available upon request

2 years ago

55 minutes

The Good, The Bad, and The Ugly Accounting Podcast

Techno Overload

Lorilyn talks to Randy Johnston, about everything tech - from what technology accountants were slow to adapt to in the 90s, through cryptocurrency today, and what current piece of technology accountants over rely on.

2 years ago

53 minutes

The Good, The Bad, and The Ugly Accounting Podcast

Finding Out What Your Client Really Wants

Lorilyn talks to Yvonne Scott, CEO of CIO Concierge LLC, about how she became an accountant, and led a technical audit team at the age of 24. They also talk about co-workers, client communication styles, and strategies to get clients to tell the "why" behind what they want.

2 years ago

47 minutes

The Good, The Bad, and The Ugly Accounting Podcast

Building Your Social Media Brand

Lorilyn talks to Nayo Carter-Gray, EA MBA, and CEO of 1st Step Accounting, about how she went from Twitter avoid-er to accounting influencer. Nayo also shares what she did to get comfortable using video, offers some of her best content strategies, and explains how her firm uses social media to get clients.

3 years ago

1 hour 2 minutes

The Good, The Bad, and The Ugly Accounting Podcast

Meet Me Halfway : Meeting Clients Where They Need You Most

Lorilyn talks to Gabby Luoma about how she started her firm, giving clients analyses they actually need, and what the future of consulting looks like in a post-covid world.

3 years ago

49 minutes

The Good, The Bad, and The Ugly Accounting Podcast

National Fire Some Clients Day

Jennifer Wilson shares how she started her business, some of the pushback she has faced from firms reluctant to adapt and change, and why every firm should celebrate Oct 21st as National Fire Some Clients Day.

3 years ago

50 minutes

The Good, The Bad, and The Ugly Accounting Podcast

Taxation Automation Station

Join Lorilyn as she talks to Peter Wen, a recovering CPA who fled the industry after a decade and went on to start a Tax Automation software company that can turn hours of tax work into minutes.

3 years ago

41 minutes

The Good, The Bad, and The Ugly Accounting Podcast

Back In Black : Advising For Profitability

Lorilyn meets up with Geni Whitehouse, founder of The Impactful Advisor to talk about all things advisory services, including tools, techniques, approaches, and struggles.

3 years ago

48 minutes

The Good, The Bad, and The Ugly Accounting Podcast

No Pain, No Gain: Growing Pains of Building a Firm

Nicole Davis shares the pains of hiring new employees, then losing them, and going through an acquisition.

3 years ago

52 minutes

The Good, The Bad, and The Ugly Accounting Podcast

“I’m Not Like Other Accountants, I'm a Cool Accountant:” Staying Relevant and Current

Annette Nellen dives into ways CPAs can keep up in our every-changing technical and technological environment.

3 years ago

1 hour 1 minute

The Good, The Bad, and The Ugly Accounting Podcast

Great Expectations: Setting Boundaries with Employees & Clients

Shayna Chapman shares why boundaries are important, and how to set them with clients and employees.

3 years ago

1 hour 1 minute

The Good, The Bad, and The Ugly Accounting Podcast

2.6 Out of 5 Stars: Why Accountants are Unhappy and What To Do About It

2.6 out of five stars : Accountants rank in the bottom 6% of careers for happiness. Why is this and what can we do about it? In today's episode I'm speaking with Donny Shimamoto to get his perspective on how employers, employees, and the industry at large can work to change this.

3 years ago

54 minutes

The Good, The Bad, and The Ugly Accounting Podcast

The Worst Thing I Ever Did: Learning From the Mistakes of Others

Dan Luthi shares the three biggest mistakes he's made in his firm, what he’s learned from them, and how to avoid them in the future.

3 years ago

45 minutes

The Good, The Bad, and The Ugly Accounting Podcast

Saddle Up for The Good, The Bad, and The Ugly Accounting Podcast

Thanks for subscribing to The Good, The Bad, and The Ugly Accounting Podcast. New episodes are coming soon!

3 years ago