Explore every episode of the podcast Accounting Ventures
| Title | Pub. Date | Duration | |
|---|---|---|---|
| 13. Xero Roadshow and QuickBooks Pricing | 07 Aug 2023 | 00:26:56 | |
Hear Carla's take from the Xero Roadshow in Atlanta and also Kevin and Carla discuss QuickBooks Online pricing and competition among accounting apps | |||
| 12. Review of early summer Conferences | 13 Jul 2023 | 00:23:42 | |
Kevin & Carla highlight their take-aways from conferences they attended this year- AICPA Engage and Scaling New Heights. | |||
| 11. Customer Experience for a Firm | 15 Jun 2023 | 00:32:08 | |
Kevin & Carla discuss the Customer Experience at their firms, including what it is and how it permeates throughout the organization | |||
| 10. Summer Plans for the Firm | 11 May 2023 | 00:28:15 | |
From conferences to process improvements to time with our families, listen as Carla and Kevin discuss summer plans for their practices | |||
| 9. Busier Season Debrief | 03 May 2023 | 00:27:22 | |
Carla & Kevin discuss what worked and didn't, and what they learned after a busier season | |||
| 8. Interview with Ashleigh Sutter | 01 Mar 2023 | 00:34:38 | |
Carla discusses CAAS practices with Ashleigh Sutter, Director of Accountant Sales at Intuit | |||
| 7. Managing through Busy Season | 17 Feb 2023 | 00:31:10 | |
In the thick of busy season, Kevin and Carla discuss how they support their teams, get the work done, and still focus on client experience | |||
| 6. QuickBooks Connect & Digital CPA Recap | 07 Feb 2023 | 00:33:15 | |
Two months later, listen to what Carla and Kevin took away from two industry-leading conferences | |||
| 5. What Clients Want | 14 Dec 2022 | 00:34:42 | |
Join the discussion as Carla and Kevin dicsuss Sage's "What Clients Want" eBook | |||
| 4. Pricing Our Services | 02 Dec 2022 | 00:31:31 | |
Communicating Value to our Clients through our Pricing | |||
| 3. Communicating How We Work with Clients | 02 Dec 2022 | 00:33:57 | |
Carla and Kevin discuss communicating with clients, with remote or in-office team members, and going on-site to client's offices | |||
| 2. How We Work | 02 Dec 2022 | 00:33:10 | |
Carla and Kevin discuss their office work environments in their firms, the wins and the challenges | |||
| 1. Welcome to the Podcast | 21 Nov 2022 | 00:31:36 | |
Get to know your hosts, Carla Caldwell and Kevin Stephens! | |||