Latest Episodes
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S3 Ep 4 - Why Connected Accounting Runs Cybersecurity In House with Nicole Meloni
Today’s guest is Nicole Meloni from Connected Accounting. She’s generally not client-facing but runs all of the other areas to make sure the firm...
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S3 Ep 3 - Running a CFO firm in 3 days a week with Luke Templin
Today we’re talking with Luke Templin a CFO with a number of different businesses on the go. Luke runs a CFO firm called A2...
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S3 Ep 2 - Managing Underperforming Team Members and Other Leadership Lessons with Rob Pillans
Today’s guest is Rob Pillans. He spent 10 years as an accountant at PcW and held leadership roles at several accounting firms including the...
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S3 Ep 1 - From 0-60 staff in 5 years with Alex Oxford from TaxValet
Today I’m talking with Alex Oxford, CMI from TaxValet. Alex is the founder and former CEO of TaxValet. These days he serves as their...
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S2 Ep 10 - Exit strategy: Selling a bookkeeping business with Kelly Berger
Kelly Berger sold her bookkeeping business a few months ago. In this episode she breaks down the process for us and shares some mistakes...
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S2 Ep 9 - Turning Down a Big4 Director Role and Growing His Own Firm with Tyler Caskey
In this episode I’m talking with Tyler Caskey from the Bean Counters. Tyler is an experienced CFO and Accounting Partner with a demonstrated track...