Practice Success Podcast

Michelle Weinstein returns for an inspiring conversation around the art of selling. She stresses the importance of having a solid sales process in a firm in order to increase profitability. Michelle notes that being prepared and confident in sales meetings can make a significant difference in transforming a firm. 

Will Hill emphasizes the importance of integrating advisory services into the accounting practice. He also discusses the impact that good healthy goals have on a firms production. KC and Will conclude the episode with a focus on how production over hours worked can lead firms to achieve both their professional and personal objectives effectively.

Jeremy Wortman, an organizational psychologist, emphasizes the importance of emotional intelligence in the workplace, focusing on how it drives employee engagement and business growth. The conversation also offers practical strategies for improving leadership and organizational effectiveness within a firm. 

John Higgins, a CPA with a focus on technology discusses his extensive experience in helping CPAs understand and apply emerging technologies. He emphasizes the importance of strategic investment in continuing professional education, especially with the rapid advancements in AI. 

Jasen Stine joins us with his knowledge as an experienced tax and accounting professional of over 25 years. We discuss the shift towards advisory services in accounting firms, the impact of private equity and venture capital, and the challenges of succession planning.

Brittany Malidore shares her journey of overcoming workplace toxicity and bullying in the accounting industry. Joined by KC Brothers, she discusses the hidden impact of toxic work environments and why identifying and eliminating harmful behaviors—whether from colleagues or clients—is key to long-term success.

In this episode of the Practice Success Podcast, executive coach and talent management consultant Kristy Busija shares insights on modern hiring strategies and how companies can adapt to today’s evolving workforce. From leveraging social media in recruitment to embracing fractional work Kristy offers advice for firms struggling with talent shortages. 

Joe Woodard shares his extensive background and insights into the current staffing crisis affecting accounting firms. We discuss the impact of technology and AI, and the growing popularity of outsourcing as a temporary solution.

Rusty Fulling shares his journey of going from burnout to building a thriving virtual accounting firm. He highlights the importance of intentional leadership, creating a strong team culture, and aligning with ideal clients.

Dr. Jackie Meyer discusses her challenges with chronic fatigue and how they served as a turning point, inspiring her to redefine her career. Through her story, she highlights the importance of embracing leadership and prioritizing work-life balance to achieve personal fulfillment and professional success.

Jen Hamilton joins us on the Practice Success Podcast to share her six-pillar framework for assessing a firm’s health. She highlights how identifying and addressing weak areas can lead to transformative change and explores the challenges of implementing those changes effectively.

Bianca Ferguson shares her journey from teen tax preparer to city CFO and private practice leader, serving over 1,500 clients. She highlights the importance of leveraging technology to optimize workflows and attracting new talent to the accounting field. 

In this episode of Canopy’s Practice Success Podcast, Davis Bell, CEO of Canopy, interviews Botkeeper CEO Enrico Palmerino. They discuss Enrico’s journey from tackling accounting challenges as an entrepreneur to founding Botkeeper, a platform automating bookkeeping through AI.

Hannah Smolinski, founder of Clara CFO Group, shares insights on scaling small businesses through smart financial strategies. She discusses the benefits of fractional CFO services, overcoming hiring challenges, and adapting to industry changes. 

Dominic Piscopo, founder of Big 4 Transparency, discusses his efforts to promote salary transparency in the accounting industry. He shares insights on addressing wage stagnation, the shift toward better work-life balance, and the importance of modernizing workflows to retain talent and improve profitability in accounting firms.