Apr 17, 2024

On this show, Heather speaks with Kelly Richmond Pope about her intriguing journey into forensic accounting, her experiences with fraud, and the human elements that complicate financial crimes. Here are a few key points from their conversation:

• Kelly Richmond Pope's Background

• Her Early Interest in Accounting

• A...

Mar 27, 2024

On this show, Joe speaks with Randy Crabtree about the critical elements of fostering a positive company culture, its impact on professional mental health, and its significance in the business environment. Randy Crabtree, co-founder of Tri-Merit Specialty Tax, host of the Unique CPA podcast, and a renowned speaker in...

Mar 13, 2024

On this episode, Heather and Joe discuss how we do not always get things right with technology. Through experience (and a few genuine mistakes), they share the 5 technology fails most prevalent in your firm. They are:

• Locally stored files
• Lack of security (policies, solutions, and systems)
• Lack of process
• Old...

Mar 6, 2024

On this episode, Heather and Joe discuss Beneficial Ownership Information (BOI) requirements and how they may — or may not — affect your firm. This new compliance reporting requirement for businesses is meant to enhance transparency but it comes with a number of questions and caveats.

TV and Movie Quotes...

Feb 28, 2024

On this episode, Joe speaks with Dave Kersting, CEO of Capovario. Dave drew an incredible response from the audience at Scaling New Heights by delivering a knockout presentation based on his personal life experiences and how those experiences have helped shape his business sense. Community is at the core of both...