Accounting Ventures

About Accounting Ventures

Join Carla Caldwell and Kevin Stephens as they discuss the people, processes, and technology used to run a modern accounting firm. Carla is an in demand speaker and is the founder of Caldwell Consulting & Training and Candella Accounting & Advisory Services, based in the Atlanta GA area. Kevin is the founder of Stephens & Company PLLC and has offices in both Flagstaff and Phoenix AZ.

Publisher

Carla Caldwell

Category

business

Language

en

Explicit

No

First episode

21 Nov 2022

Latest episode

7 Aug 2023

Latest episodes

13 episodes in the feed.

1. 

   7 Aug 2023

   13. Xero Roadshow and QuickBooks Pricing

   Hear Carla's take from the Xero Roadshow in Atlanta and also Kevin and Carla discuss QuickBooks Online pricing and competition among accounting apps

2. 

   13 Jul 2023

   12. Review of early summer Conferences

   Kevin & Carla highlight their take-aways from conferences they attended this year- AICPA Engage and Scaling New Heights.

3. 

   15 Jun 2023

   11. Customer Experience for a Firm

   Kevin & Carla discuss the Customer Experience at their firms, including what it is and how it permeates throughout the organization

4. 

   11 May 2023

   10. Summer Plans for the Firm

   From conferences to process improvements to time with our families, listen as Carla and Kevin discuss summer plans for their practices

5. 

   3 May 2023

   9. Busier Season Debrief

   Carla & Kevin discuss what worked and didn't, and what they learned after a busier season

6. 

   1 Mar 2023

   8. Interview with Ashleigh Sutter

   Carla discusses CAAS practices with Ashleigh Sutter, Director of Accountant Sales at Intuit

7. 

   17 Feb 2023

   7. Managing through Busy Season

   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

8. 

   7 Feb 2023

   6. QuickBooks Connect & Digital CPA Recap

   Two months later, listen to what Carla and Kevin took away from two industry-leading conferences

9. 

   14 Dec 2022

   5. What Clients Want

   Join the discussion as Carla and Kevin dicsuss Sage's "What Clients Want" eBook

10. 

    2 Dec 2022

    4. Pricing Our Services

    Communicating Value to our Clients through our Pricing

11. 

    2 Dec 2022

    3. Communicating How We Work with Clients

    Carla and Kevin discuss communicating with clients, with remote or in-office team members, and going on-site to client's offices

12. 

    2 Dec 2022

    2. How We Work

    Carla and Kevin discuss their office work environments in their firms, the wins and the challenges

13. 

    21 Nov 2022

    1. Welcome to the Podcast

    Get to know your hosts, Carla Caldwell and Kevin Stephens!

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings

Contact Accounting Ventures

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.