In this episode, Joe Woodard and I conduct an After Action Review on Scaling New Heights 2018. The conference was held in June 2018. This episode was recorded a couple of weeks later. Joe is very forthright about what went well, what did not, and what he learned for next time. [Read more…]
In this episode, Carrie Mulrooney and I discuss her transition from hourly billing to value pricing. She met Ron Baker at an accounting conference in 2015, and shortly thereafter, joined his Black Swan program. Within a year, she had converted most of her bookkeeping practice to value pricing. [Read more…]
In this episode, Jody Padar and I discuss the impact technology has had on the accounting industry. And ironically, we conclude it is not really about the technology. It is simply forcing the profession to move in the direct is should go anyway. [Read more…]
In this episode, Jeff Kofman and I discuss his journey from journalism to tech startup CEO. Jeff describes how he originally came up with the idea for Trint.com, an AI (artificial intelligence) transcription service. He also shares insight into how they price their SaaS (software as a service) product. [Read more…]
Hector is a CPA who was voted a Top 10 QuickBooks Advisors for 2017 and awarded “Top 40 Under 40” by CPA Practice Advisor Magazine. He graduated from Florida International University with four degrees in marketing, finance, taxation and accounting.
Joe Woodard is the Founder and CEO of the Woodard Companies, a preferred training partner for Intuit. Woodard is the creator of Scaling New Heights, the annual conference for QuickBooks ProAdvisors. Joe has trained over 100,000 accountants and bookkeepers. He was recently selected one of the Top 100 Most Influential People by Accounting Today.
Tom Lewis is Financial Director at the Institute of Practitioners in Advertising (IPA) in the United Kingdom. He is also the leader of the Commerce “pillar” at the IPA. Although he is a Chartered Accountant, he has over 15 years experience in advertising.
In this episode, Tom and I discuss the state of value pricing within advertising in the UK. Our conversation focuses on having an effective conversation with procurement. He also shares insights from the keynote speakers at the recent IPA conference in London.
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In this episode, my friend and VeraSage colleague Ed Kless and I discuss his recent trip to Australia. He was in Melbourne to present a strategy workshop for a software company and speak at Sage Summit. First, we explore the strategy framework of Why, Who, What and How. Then, we review his sessions from Sage Summit, Healing Leadership and Innovation Beyond Technology.
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Jeffry Carr is the Former Senior Vice-President and General Counsel at FMC Technlogies. While at FMC, he hired Patrick Lamb of Valorem Law to help his company prevent lawsuits from ever occuring. Fast-forward a few years, Jeffrey joined Valorem Law as the head of Valorem Next, their consulting division focused on identifying and managing risk.
During this episode, Jeffrey and Patrick explain why the best legal problem is the one you never have. They share their experience as the customer and attorney, and then professional colleagues helping Fortune 1000 companies create a culture of risk prevention.
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