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5 Things I Wish I Would Have Done Differently Running My Firm

Ryan Lazanis

As you grow and develop your own firm, mistakes will inevitably happen. That’s why in this podcast episode, I will share with you the 5 things I wish I would have done differently to help make your life easier during your firm-building journey. Listen Below.

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What Every Advisor Should Know About the Cannabis Industry

Anders CPA

In this podcast episode from the Summit Virtual CFO by Anders Modern CPA Success Show , Tom Wadelton is joined by colleagues, Christy Buchanan and Guillermo Rodriguez , as they discuss the cannabis industry as a niche for accounting firms. Tom (00:00:25) – I’m doing well. I think our listeners are going to really enjoy it.

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Helping Non-finance Professionals Utilize Cash Flow Forecasting

Anders CPA

In this podcast episode from the Summit Virtual CFO by Anders Modern CPA Success Show , Tom Wadelton and guest co-host John Scott , Virtual CFO and legal industry leader, are joined by Terrell Turner , CEO of the TLTurner Group, to discuss the importance for non-finance professionals to understand financial metrics, specifically law firms.

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The Power of Podcasting for Cannabis Businesses with Pat Helmers

Anders CPA

Today we’re having a conversation with Pat Helmers of Habanero Media. Guillermo (00:01:19) – And so I really love that about your show. I don’t know if you remember, at a speed networking event early in the morning, and we had all of 660 seconds to chat because then we had to move on. What do you think so?

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Accounting Thought Leaders Discuss the Real Impact of AI on Accounting Firms

CPA Practice

Over the last year, the hottest topic of discussion among accounting professionals has been about how artificial intelligence will shape professional firms. Oliver then asked how many of the panelists have used ChatGPT, and how often. All of the participants noted they have tried it, and 25% claimed to use it on a daily basis.

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Accounting Practice Management Software: The Top 17 Roundup

Ryan Lazanis

Looking for the best accounting practice management software for your firm? Important categories to evaluate when choosing a workflow management software for your CPA firm. Helpful features that could benefit accounting firms’ productivity to make sure that tasks are delegated and completed on time. Key Takeaways.

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