Show cover of The Good, The Bad, and The Ugly Accounting Podcast

The Good, The Bad, and The Ugly Accounting Podcast

Avalara brings you a podcast by accountants for accountants. Hear from some of the biggest thought leaders in the industry on the current and future state of accounting, as well as lessons they've learned along the way.

Tracks

How To Grow A Firm From $0 to $30K MRR
What would you do if you were just starting a firm from scratch? What would your tech stack look like? Would you hire an employee, offshore? On this episode Lorilyn walks through this scenario with Kane Polakoff, currently at CohnReznick, but who started the CAAS practice at UHY and grew it to over 100 employees in under 4 years. A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT).  If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.Connect with  Kane Polakoff :LinkedIn: https://www.linkedin.com/in/kanepolakoffCohnReznick: https://www.cohnreznick.com/people/kane_polakoffConnect with Lorilyn Wilson :Twitter: https://twitter.com/LorilynWilsonTikTok: https://www.tiktok.com/@thenotspicyaccountantLinkedIn: https://www.linkedin.com/in/lorilynacrum________________________________________________Full transcript available upon request 
59:58 3/2/23
Firm Fixer Upper
On this episode Lorilyn talks with Amanda Wilkie, from Boomer Consulting. Amanda gets into the "ugly" she has seen in firms, when they are slow to adapt to technology changes. She also explores some bad decisions firms make that hurt their growth, and provides some solutions for making better decisions.A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT).  If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.Connect with  Amanda Wilkie :LinkedIn : https://www.linkedin.com/in/amanda-wilkie-pmpBommer Consulting : https://www.boomer.com/amandawilkieConnect with Lorilyn Wilson :Twitter : https://twitter.com/LorilynWilsonTikTok : https://www.tiktok.com/@thenotspicyaccountant________________________________________________Full transcript available upon request 
55:25 2/16/23
Techno Overload
A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT).  If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.Connect with  : Randy Johnston : Website : https://www.randyjohnston.com/Company : https://www.k2e.com/Connect with Lorilyn Wilson :Twitter : https://twitter.com/LorilynWilsonTikTok : https://www.tiktok.com/@thenotspicyaccountant________________________________________________Full transcript available upon request 
53:55 2/2/23
Finding Out What Your Client Really Wants
A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT).  If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.Connect with Yvonne Scott :LinkedIn: https://www.linkedin.com/in/s-yvonne-scott-714b3a10/Connect with Lorilyn Wilson :Twitter : https://twitter.com/LorilynWilsonTikTok : https://www.tiktok.com/@thenotspicyaccountant________________________________________________Full transcript available upon request 
47:58 11/17/22
Building Your Social Media Brand
A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more. In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT).  If you’re considering tax automation, check out Avalara!HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.Connect with  Nayo Carter-Gray:LinkedIn: https://www.linkedin.com/in/nayocartergray/Learn more about 1st Step Accounting: Website: http://1ststepaccounting.comConnect with Lorilyn Wilson :Twitter: https://twitter.com/LorilynWilsonTikTok: https://www.tiktok.com/@thenotspicyaccountant________________________________________________Full transcript available upon request 
62:41 11/3/22
Meet Me Halfway : Meeting Clients Where They Need You Most
A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT).  If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.Connect with Gabby Luoma :  LinkedIn: https://www.linkedin.com/in/gabrielleluomacpa Twitter : https://twitter.com/gabrielleluoma MOD Ventures : https://modventuresllc.com/ Connect with Lorilyn Wilson :Twitter : https://twitter.com/LorilynWilsonTikTok : https://www.tiktok.com/@thenotspicyaccountant________________________________________________Full transcript available upon request 
49:01 10/20/22
National Fire Some Clients Day
A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT).  If you’re considering tax automation, check out AvalaraGet free resources and learn more about National Fire Some Clients Dayhttps://convergencecoaching.com/event/national-fire-some-clients-day/HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.Connect with Jen Wilson:LinkedIn: https://www.linkedin.com/in/jenniferwilsonprofile/https://convergencecoaching.com/Connect with Lorilyn Wilson :https://twitter.com/LorilynWilson________________________________________________Full transcript available upon request 
50:50 10/6/22
Taxation Automation Station
A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT).  If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.Learn more about Tallyfor :https://www.tallyfor.com/ https://twitter.com/tallyforConnect with Peter Wen:https://www.linkedin.com/in/peterwenConnect with Lorilyn Wilson :https://twitter.com/LorilynWilson________________________________________________Full transcript available upon request 
41:55 9/22/22
Back In Black : Advising For Profitability
A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT).  If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.Connect with Geni Whitehouse:https://www.linkedin.com/in/evenanerd/Connect with Lorilyn Wilson :https://twitter.com/LorilynWilson________________________________________________Full transcript available upon request 
48:46 9/1/22
No Pain, No Gain: Growing Pains of Building a Firm
A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT).  If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.Connect with Nicole Davis, CPA, MBALinkedIn: https://www.linkedin.com/in/nicoledaviscpaTwitter : https://twitter.com/wifemomcpa100 Website: https://www.bd-accounting.com/Connect with Lorilyn Wilson :https://twitter.com/LorilynWilson________________________________________________Full transcript available upon request 
52:10 8/18/22
“I’m Not Like Other Accountants, I'm a Cool Accountant:” Staying Relevant and Current
A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT).  If you’re considering tax automation, check out Avalara.HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.Staying Relevant & Currenthttps://www.sjsu.edu/people/annette.nellen/website/Staying_Relevant_Nellen.pdfConnect with Annette:https://www.linkedin.com/in/annette-nellen-7448824/https://www.sjsu.edu/people/annette.nellen/http://www.21stcenturytaxation.com/Connect with Lorilyn Wilson :https://twitter.com/LorilynWilson________________________________________________Full transcript available upon request 
61:14 8/4/22
Great Expectations: Setting Boundaries with Employees & Clients
A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT).  If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.Connect with Shayna Chapman :https://shaynaco.comhttps://twitter.com/shaynacpaConnect with Lorilyn Wilson :https://twitter.com/LorilynWilson________________________________________________Full transcript available upon request 
61:05 7/21/22
2.6 Out of 5 Stars: Why Accountants are Unhappy and What To Do About It
A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT).  If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.Connect with Donny Shimamoto: https://twitter.com/donnyitkhttps://www.linkedin.com/in/donnyitkConnect with Lorilyn Wilson :https://twitter.com/LorilynWilson________________________________________________-Full transcript available upon request 
54:35 7/7/22
The Worst Thing I Ever Did: Learning From the Mistakes of Others
A WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT).  If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.Connect with Dan Luthi : https://twitter.com/danluthiDan's LinkedinConnect with Lorilyn Wilson :https://twitter.com/LorilynWilson________________________________________________-Full transcript available upon request 
45:29 6/23/22
Saddle Up for The Good, The Bad, and The Ugly Accounting Podcast
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00:36 6/21/22