Kristie will be interviewing selected individuals to let you know who they are, what they do, and why they need to be in your own virtual rolodex. These individuals are subject matter experts, authors, speakers, and members who are willing to share their story.
Virtual Rolodex hosted by TXCPA Houston
Claim This Podcastby Kristie Ondracek
5.0(1 reviews)
71 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
39
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality67
Social0
YouTube0
Engagement27
Podcast Overview
Kristie will be interviewing selected individuals to let you know who they are, what they do, and why they need to be in your own virtual rolodex. These individuals are subject matter experts, authors, speakers, and members who are willing to share their story.
Language
🇺🇲
Publishing Since
4/25/2023
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39
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality67
Social0
YouTube0
Engagement27
5
Excellent Areas
4
Good Performance
10
Growth Opportunities
excellent
Episode Length
21 minutes
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good
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3.0/5
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Every 17 days
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Recent Episodes
July 2, 2026
Virtual Rolodex with Dez Thornton, Executive Presence & Speech Coach
<p>The Influence Gap: How Great CPAs Become Great Communicators</p><p class="ql-align-center"></p><p>Episode Summary</p><p>In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek welcomes communication and presentation coach Dez Thornton to discuss a skill every accounting professional needs—but few receive formal training on: communicating with confidence.</p><p>While CPAs excel at analyzing data and solving complex problems, Dez explains that technical expertise alone isn't enough to influence clients, lead teams, or inspire confidence. Whether presenting financial statements, leading meetings, or speaking at conferences, professionals must learn how to connect with people—not just present information.</p><p>Together, they explore practical techniques for becoming a stronger communicator, including storytelling, audience connection, presentation preparation, and overcoming perfectionism. The result is a conversation packed with actionable advice for professionals at every stage of their career.</p><p class="ql-align-center"></p><p>What You'll Learn</p><ul><li>Why technical expertise doesn't automatically translate into influence </li><li>How storytelling helps clients better understand financial information </li><li>The difference between focusing on yourself versus focusing on your audience </li><li>Why connection matters more than perfection in presentations </li><li>Practical ways to prepare for presentations using visual mapping </li><li>How video practice accelerates confidence and communication skills </li><li>Why authentic communication will remain a competitive advantage in an AI-driven world </li></ul><p class="ql-align-center"></p><p>Key Leadership Insight</p><p>People don't remember every number you present—they remember how you made them feel and whether they trusted you.</p><p>The most effective leaders focus less on delivering information and more on creating meaningful connections with their audience.</p><p class="ql-align-center"></p><p>Why This Matters</p><p>Today's CPAs are expected to do much more than prepare financial reports.</p><p>They advise clients, lead teams, present to boards, facilitate meetings, and explain complex financial concepts to non-financial audiences.</p><p>Developing stronger communication skills helps professionals:</p><ul><li>build trust faster </li><li>strengthen client relationships </li><li>become more influential leaders </li><li>communicate complex topics with confidence </li><li>differentiate themselves in an increasingly technology-driven profession </li></ul><p>As AI continues to automate technical work, human connection will become one of the profession's greatest competitive advantages.</p><p class="ql-align-center"></p><p>About the Guest</p><p>Dez Thornton is a communication coach who helps business leaders, executives, and professionals close what he calls the "Influence Gap"—the space between having expertise and being able to communicate it effectively.</p><p>With more than 20 years of experience coaching leaders across multiple industries, Dez specializes in presentation coaching, executive communication, storytelling, and helping professionals connect with audiences in ways that inspire trust and action.</p><p class="ql-align-center"></p><p>Connect with the Guest</p><p>Website: <a href="https://dezthornton.com?utm_source=chatgpt.com">Dez Thornton & Associates</a></p><p>LinkedIn: https://www.linkedin.com/in/dezthornton/ </p>
May 21, 2026
Virtual Rolodex with Loren Fogelman, Founder & CEO Business Success Solution
<p>Why Charging by the Hour May Be Holding Your Firm Back</p><p></p><p>Episode Summary</p><p>In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Loren Fogelman, business coach and former sports psychologist, to discuss one of the biggest mindset shifts facing accounting professionals today: moving from hourly pricing to value-based pricing.</p><p></p><p>Loren shares how many CPAs and firm owners unintentionally undervalue themselves because they were trained to connect compensation directly to time. As technology and AI continue transforming the profession, she explains why firms must rethink how they communicate value, price services, and attract high-quality clients.</p><p></p><p>The conversation explores practical strategies for building sustainable firms, raising rates with confidence, creating better client relationships, and designing businesses that support both profitability and personal well-being.</p><p></p><p>Whether you're a solo practitioner, firm owner, or accounting professional considering your next stage of growth, this episode provides actionable insight into building a business model that reflects the true value you deliver.</p><p></p><p>What You’ll Learn</p><p>• Why hourly pricing no longer aligns with today’s technology-driven accounting profession</p><p> • The difference between what firms value versus what clients actually value</p><p> • How to identify and attract higher-quality clients</p><p> • Why packaging services creates stronger client outcomes and pricing flexibility</p><p> • The “Good, Better, Best” strategy for raising rates gradually and confidently</p><p> • How value-based conversations strengthen client relationships</p><p> • Why sustainable growth requires courage—not just confidence</p><p class="ql-align-center"></p><p>Key Leadership Insight</p><p>The faster and more efficient you become, the less you can charge under an hourly model.</p><p>True growth happens when professionals stop pricing based on time and start pricing based on the value and outcomes they deliver.</p><p class="ql-align-center"></p><p>Why This Matters</p><p>The accounting profession is evolving rapidly through technology, automation, and AI.</p><p>Firms that continue relying solely on time-based pricing may struggle to:</p><ul><li>scale profitably </li><li>avoid burnout </li><li>differentiate themselves in the marketplace </li><li>fully capture the value of their expertise </li></ul><p>Value-based pricing allows firms to build stronger client relationships, improve profitability, create sustainable workloads, and focus more on strategic advisory services rather than transactional work.</p><p></p><p>About the Guest</p><p>Loren Fogelman is a business coach and former sports psychologist who helps accounting professionals and firm owners strengthen pricing strategies, communicate their value more effectively, and build sustainable, profitable firms.</p><p></p><p>Through her coaching and consulting work, Loren specializes in helping professionals transition from time-based pricing models to value-based approaches that support both business growth and personal well-being.</p><p></p><p>Her work focuses on client-centered firms that want to increase revenue, improve client relationships, and create healthier work-life balance.</p><p></p><p class="ql-align-center"></p><p class="ql-align-center"></p><p>Connect with the Guest</p><p>Website: <a href="https://businesssuccesssolution.com">https://businesssuccesssolution.com</a></p><p>Resource Mentioned: <a href="https://businesssuccesssolution.com/raise">https://businesssuccesssolution.com/raise</a></p><p>LinkedIn: <a href="https://www.linkedin.com/in/lorenfogelman/">https://www.linkedin.com/in/lorenfogelman/</a></p>
May 13, 2026
Virtual Rolodex with Saim Akif, CPA, Crypto Tax
<p>Cryptocurrency is no longer a niche investment topic — it is becoming a growing reality for taxpayers, businesses, and accounting professionals alike. In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with cryptocurrency tax and accounting specialist Saim Akif to break down the evolving world of crypto reporting, compliance, and blockchain innovation.</p><p></p><p>Saim shares practical insights into why cryptocurrency taxation is far more complex than many realize, especially with the rollout of new 1099-DA reporting requirements. From wallets and exchanges to cost basis tracking and self-custody transactions, he explains the risks CPAs and taxpayers face when crypto records are incomplete or misunderstood.</p><p></p><p>The conversation also explores the future of blockchain, the government’s ongoing efforts to regulate digital assets, and why accounting professionals should embrace — not fear — this rapidly evolving space.</p><p></p><p>What You’ll Learn</p><ul><li>Why cryptocurrency accounting is becoming relevant for every CPA firm </li><li>What the new 1099-DA reporting requirements mean for taxpayers </li><li>How crypto wallet transfers can create reporting challenges </li><li>Why accurate cost basis tracking is critical </li><li>Common mistakes taxpayers and practitioners make with crypto reporting </li><li>The importance of quarterly crypto reconciliations </li><li>How blockchain and tokenization may reshape the future of finance </li></ul><p></p><p>Key Leadership Insight</p><p>“The professionals who lean into learning emerging technologies today will be the ones best positioned to serve clients tomorrow.”</p><p></p><p>Why This Matters</p><p>As cryptocurrency adoption continues to grow, CPAs and financial professionals can no longer afford to ignore digital assets. Understanding the basics of blockchain reporting, documentation requirements, and compliance risks is essential for protecting clients, minimizing tax exposure, and staying ahead in a rapidly changing financial environment.</p><p></p><p>Guest Bio</p><p>Saim Akif is a Houston-based CPA and CFA specializing in cryptocurrency tax and accounting. He works with taxpayers and CPA firms across the country to help reconcile crypto transactions, interpret evolving reporting requirements, and navigate the complexities of blockchain-based assets. Saim is passionate about educating practitioners and simplifying cryptocurrency accounting for both clients and professionals.</p><p>Connect with the Guest</p><p>LinkedIn: https://www.linkedin.com/in/saim-akif/</p><p> </p><p> SAIM AKIF CPA</p><p>Phone: (713) 451-9700 </p><p>Email: <a href="mailto:info@akifcpa.com">info@akifcpa.com</a></p><p>Saim's Website<a href="https://saim.cpa/"> https://saim.cpa</a> </p><p>Main Website<a href="http://www.akifcpa.com/"> www.akifcpa.com</a></p>
71 total episodes available
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Ely Delaney
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Steve Goodman
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Roger Devine
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