The Finance & Accounting Show
Episodes
Why Patience is Key to a Successful Marketing Strategy
22 Aug 2025
Contributed by Lukas
Why Patience is Key to a Successful Marketing StrategyIn this episode, Terrell discusses the importance of patience and consistency in building an eff...
Why I Choose Focus Over Boundaries in Business
05 Aug 2025
Contributed by Lukas
In this episode of The Finance and Accounting Show, Terrell A. Turner, CPA shares a candid take on why he doesn't follow the traditional advice o...
Spotting Red Flags: A Tax Fraud Investigation Insight
17 Jul 2025
Contributed by Lukas
In this episode of the Finance and Accounting Show, we dive into a real-world tax fraud case involving Steven T. Mellinger III, who conducted a $106 m...
Tax Tea: How the IRS Cracked a Dark Web Fentanyl and Crypto Money Laundering Ring
10 Jul 2025
Contributed by Lukas
Welcome to the Finance and Accounting Show! In the first episode of our weekly 'Tax Tea', we delve into an official IRS press release detail...
Mastering AI: Three Key Barriers and How to Break Them
08 Jul 2025
Contributed by Lukas
In this episode, we discuss the top three reasons why businesses fail to successfully implement AI. These reasons are ignorance, fear, and cost. We pr...
Why We Took a 13 Month Break
01 Jul 2025
Contributed by Lukas
In this episode, we address why we had to take a 13-month break from our podcast to focus on fixing significant scalability issues in our business. De...
Navigating Professional Careers: Accounting versus Finance at NCCPA
07 Jun 2025
Contributed by Lukas
In this episode, we delve into the debate between Accounting and Finance that took place at the North Carolina CPA Society Business and Industry Confe...
Finance vs Accounting: Which Path to Choose?
05 Jun 2025
Contributed by Lukas
In this episode of the Finance and Accounting Show, we dive into the evolving landscape of accounting and finance. With over 60% of CPAs nearing retir...
4 Questions to Skyrocket Accounting Success
12 Apr 2024
Contributed by Lukas
These 4 questions will help you grow a more successful business. Each week we have the opportunity to share a question of the week and during March, w...
What's Next in Accounting? Unveiling Secrets to Firm Innovation and Success
08 Mar 2024
Contributed by Lukas
Why are you arguing over pricing? Here is the thing Accounting Firms should never have to argue over pricing when it comes to working with your client...
Double Your Accounting Firm's Revenue in Just 12 Months
01 Mar 2024
Contributed by Lukas
Feeling stuck with your accounting work? You're not alone. Many accountants and firms are looking for a change. This video cuts straight to the c...
Strategies for Effective Leadership in Accounting Firms
23 Feb 2024
Contributed by Lukas
Can a business really create a balance between value for the company and value for the staff? In light of mass company layoffs, social media chatter, ...
The Hidden Influence of CFOs in Shaping Business Futures
09 Feb 2024
Contributed by Lukas
Why are so many businesses being destroyed by the silent killers? When it comes to starting, growing, or maintaining a mature business, the worst thin...
Business Lessons from Paris Experience + Other Updates
23 Nov 2023
Contributed by Lukas
Exploring Unique Insights: Business Lessons from Terrell's Paris TripDiscover Fresh Perspectives: Applying Lessons from Paris to Enhance Your Bus...
How to Make Good Data Driven Business Decisions
21 Nov 2023
Contributed by Lukas
Data-Driven vs. Emotion-Driven Business Decisions: Striking the BalanceEmpower Your Business: Leveraging Data for Informed Decision-MakingAre your bus...
How is My Business Making Money But I Don't Have any Cash to Show For It?
16 Nov 2023
Contributed by Lukas
Unveiling the Mystery: Tracking Your Business ExpenditureAnswering the Age-Old Query: "Where is my Money Going?"One of the top queries we fr...
The F*** Word in Accounting
14 Nov 2023
Contributed by Lukas
Honesty in Client Services: Unveiling the F*** Strategy TrendExploring the Impact and Ethics of the F*** Strategy in Accounting and BookkeepingAre you...
The Perfect Balance Between Hiring At The Right Time and Not Waiting too Long to Hire
09 Nov 2023
Contributed by Lukas
Exploring the Impact of the $22/Hour Minimum Wage Announcement in CaliforniaStay Informed: The Latest Job Market News and its Relevance for Businesses...
What Every Business Owner Should Learn from Peloton
07 Nov 2023
Contributed by Lukas
Learning from Setbacks: Business Insights from Peloton's Revenue ShiftDiscover Lessons from Peloton's Journey - Record High Revenue to a ~$1...
Use This Service to Vet Prospective Customers & Increase Your Bottom Line
02 Nov 2023
Contributed by Lukas
Optimize Customer Relations and Business Revenue with Complimentary ServicesEnsure Quality Customer Interactions and Boost Revenue PotentialAvoid the ...
Automation; An Essential Key to Growing Your Business and Bottom Line
31 Oct 2023
Contributed by Lukas
"Want to know one of the BEST ways to keep your business stagnant? Don't automate - automation is a necessary step for actual scaling, and ...
Should I Be Leveraging Outsourcing to Scale My Business?
17 Oct 2023
Contributed by Lukas
Navigating Business Outsourcing: Finding the Right FitDiscover the Benefits and Considerations of Outsourcing for Your BusinessCurious about the strat...
How to Improve Your Business Profitability by Building Solid Processes
12 Oct 2023
Contributed by Lukas
Boost Your Business Profitability: The Power of Strong ProcessesUnlocking Profit Growth Through Effective Process ImplementationSeeking ways to enhanc...
How to Improve Your Profitability through Cost Effective Planning
10 Oct 2023
Contributed by Lukas
Beyond Frugality: Maximizing Business ProfitabilityThe Pitfalls of Solely Cutting Costs for Business SuccessWe've all heard the adage, 'Spen...
How to Create and Sustain Your Business Profitability with Smart Pricing
05 Oct 2023
Contributed by Lukas
Unlocking Business Profitability: Gain Insights for Informed PricingAssess Your Business's Profitability and Unveil the Power of Smart PricingAre...
Bookkeeper vs Accountant vs CPA
03 Oct 2023
Contributed by Lukas
Choosing Between Accountants, Bookkeepers, and CPAs for Your BusinessUnderstanding the Distinctions and Identifying Your Business's RequirementsT...
How to Protect Your Business From Embezzlement & Fraud
28 Sep 2023
Contributed by Lukas
Safeguarding Your Business: Preventing Embezzlement and Financial LossEmbezzlement - a threat no business owner should overlook.Discover proactive ste...
Why Understanding Inflation and the Supply Chain is Critical to Your Business Surviving
26 Sep 2023
Contributed by Lukas
Demystifying Inflation: Why It Matters for Your Business | #CFOGamePlanLately, the term "Inflation" has been making waves. But let's br...
Four Things that Can Improve Your Business Cashflow
23 Sep 2023
Contributed by Lukas
When it comes to cash flow, every business has to keep a close eye on this or at least have a process for monitoring the trends in its cash flow. In ...
Positioning your Business for a Profitable Merger with Jody Grunden
24 May 2023
Contributed by Lukas
So how do you position your business for a multi-million dollar merger? Well, we sat down with the founder of Summit CPA to hear about his journey and...
Things They Don't Teach Ministers About Finances ft. Bob Dye
17 Jan 2023
Contributed by Lukas
Like any other organization, churches need bookkeeping support, and with the uniqueness of tax treatment, they must have the proper help from the righ...
What is Really Going on with ESG ft Sandra Vera-Munoz
27 Dec 2022
Contributed by Lukas
What is happening regarding ESG (Environmental Safety & Governance)? In this episode, we decided to go to one of the leading research institutes ...
What is Data Analytics as a Service (DAAS) and How We Should Be Using It with Laura Gebauer
20 Dec 2022
Contributed by Lukas
We are all swimming in a world of opportunity, but often, that opportunity is hidden within the Data. This is why what Laura Gebauer and the rest of t...
How To Automate Your Accounting Firm The Right Way with Korey Cournoyer
13 Dec 2022
Contributed by Lukas
When it comes to accounting firms and automation, how do you do it? We sat down with Korey Cournoyer of GrowthLabs because they are making things hap...
Helping Shape The Accounting Experience of The Future with Chase Birky
06 Dec 2022
Contributed by Lukas
The Accounting industry is in the middle of a massive change, and there are some critical industry leaders like Dark Horse CPA, co-founded by Chase Bi...
Where's My Money and More featuring My Water Cooler Talk with Aiwyn
03 Nov 2022
Contributed by Lukas
When it comes to making sure you get the money that you deserve, there are some very critical things you can do, and technology is an essential part o...
Accountants on the Big Screen with Dave Ashworth
27 Oct 2022
Contributed by Lukas
What would a Hollywood-produced show about Accountants look like? Join Dave Ashworth and me as we discuss the PBC Accounting show. Check out the ful...
How to win an Unfair fight with Taylor Grant
20 Oct 2022
Contributed by Lukas
What would happen if one of your clients made an insurance claim and it got denied? How much would that hurt their business, and what would you even ...
Preparing for the New Age of Accounting with Roger Knecht
13 Oct 2022
Contributed by Lukas
Is the accounting industry ready to accept its new reality? Prepared or not, the market is demanding change when it comes to accounting services, so ...
A Conversation with the 2022 Xero Accounting Partner of the Year Jason Robinson
06 Oct 2022
Contributed by Lukas
How do you go from messaging a few friends on Facebook to building a National Firm recognized as an Accounting Firm Partner by a multi-billion dollar ...
Financial Modeling That Works w/ Lance Rubin
06 Oct 2022
Contributed by Lukas
Business Talk Library sits down with Lance Rubin; Founder of Model Citiznhttps://www.modelcitizn.com/
Job Costing With an Expert ft Brooke Swan
29 Sep 2022
Contributed by Lukas
How do you find your niche type of client? Well, we sat down with Brooke Swan to learn about her experience and how she became a master of Job Costin...
Fueling A New Era of Strategic Finance with Joe Garafalo
22 Sep 2022
Contributed by Lukas
What if you had all of the essential data to build a TRUE financial forecast in one System? How much better would your life be as a Finance Leader or ...
How to Navigate the Change in Lease Accounting with Greg Kautz
15 Sep 2022
Contributed by Lukas
Do you understand what has changed with Lease accounting? Do you have a good process for managing your lease agreements? These are serious questions ...
What if You Could Predict the Future? ft Chris Riley
08 Sep 2022
Contributed by Lukas
What happens if your business grows too fast? If a company goes bankrupt, does that mean that it is worthless? All these are essential questions that...
The Best Way to Not Grow Your Business with Alyssa Lang
01 Sep 2022
Contributed by Lukas
You will never really GROW & SCALE if you do not have systems.Usually, accountants stay away from definite statements, but I stand behind this who...
The Business, Balance & Bliss Journey with Amy Vetter
24 Aug 2022
Contributed by Lukas
Do you feel like you have Work-Life Harmony?If we are honest, most people would probably say no, and part of that is because we have never taken Amy V...
DAD Jokes in Accounting with Lukas Sundahl
17 Aug 2022
Contributed by Lukas
Its true - technology has transformed the accounting industry so this isn't your Dad's version of accounting, but that doesn't mean we ...
Risky Business w/Jock Wols
12 Aug 2022
Contributed by Lukas
Do you have the right Cyber Security Risk Protections for your business that you should? Well, if your like most Law Firms, Bookkeepers, or Accountin...
What Does Profit First Really Mean with Ron Saharyan
10 Aug 2022
Contributed by Lukas
It is sad to say this, BUT most business owners work extremely hard for FREE. When most people start a business, they practice this strange habit of ...
What is FP&A and Why does it Matter with Christian Wattig
27 Jul 2022
Contributed by Lukas
What is FP&A and why are so many people in Accounting and Finance starting to talk about it?For many people, FP&A (Financial Planning and Anal...
This Ingredient is Essential for Finance Transformation ft. Francesca Valli
13 Jul 2022
Contributed by Lukas
Can you really achieve finance transformation without "Change Management"? Truth be told, there is quite the debate about this topic, so we...
What is FP&A and Why does it Matter with Christian Wattig
13 Jul 2022
Contributed by Lukas
What is FP&A and why are so many people in Accounting and Finance starting to talk about it?For many people, FP&A (Financial Planning and Anal...
Navigating the Growing Pains of Scaling a Business with Martin Vidakovic
29 Jun 2022
Contributed by Lukas
So how do you scale a business and build a culture where your team is 4x more successful than the industry average? To get a great answer to this que...
Navigating the Growing Pains of Scaling a Business with Martin Vidakovic
29 Jun 2022
Contributed by Lukas
So how do you scale a business and build a culture where your team is 4x more successful than the industry average? To get a great answer to this que...
Building My Own Accounting Software with Ben Taylor
15 Jun 2022
Contributed by Lukas
One of the challenges that a lot of small businesses have---> Find a solid system to help them effectively manage their inventory. The truth is m...
Accounting vs FP&A with Chris Ortega & Paul Barnhurst
13 Jun 2022
Contributed by Lukas
Should you make the move from Accounting to FP&A?This is a multi-million dollar question, and it's a bit much for me to answer alone so, I br...
Do you Have the Right Finance Partner with Chelsea Williams
01 Jun 2022
Contributed by Lukas
Finding the right finance partner for your business is critical and truth be told it's not always easy.In today's conversation, I sat down w...
Is Your Money Emotional?
23 May 2022
Contributed by Lukas
Is your money in it's feelings? On this week's episode we share something a bit lighter from an episode we did on the RETV network on how p...
What is Your REAL Business Model with Ed Kless
18 May 2022
Contributed by Lukas
What is your business model? If you are like most people this is probably a long answer. My advice? Listen to Ed Kless explain this concept in about...
How to Improve Your Payment Collection Rate - Terrell & Lola
16 May 2022
Contributed by Lukas
"30% of Small Businesses are negatively impacted and spend an average of 15 days each year chasing payments alone" - waveappsCash collection...
Building Your Business on the Stories Prospective Clients Want to Hear With Martin Bissett
04 May 2022
Contributed by Lukas
What is the biggest reason why accountants are struggling to grow a successful practice? This is the great question that every accountant should ask ...
From Marketing to Being a CPA w/Susan Bryant
06 Apr 2022
Contributed by Lukas
What happens when a trained marketer becomes a CPA? Well we sat down with Susan Bryant to hear her phenomenal story and understand how she took her t...
Should You Fire Your Bookkeeper and Find a Better One w/Matt Remuzzi
30 Mar 2022
Contributed by Lukas
Every month bookkeepers are being fired, and Matt Remuzzi explains why. Matt is the owner of an amazing bookkeeping firm that has grown from 1 person...
How to be The Lady CFO with Jajuan Williams
23 Mar 2022
Contributed by Lukas
If you are thinking about building an accounting firm - do you know the major mistakes to avoid or what are the most common problems that lead to burn...
Scaling the Virtual CFO Business to $15M+ In Revenue with Adam Hale of Summit CPA Group
11 Mar 2022
Contributed by Lukas
How do you build a Virtual CFO firm that has the ability to truly scale beyond $15M in annual revenue? Well, what you need to do is check out Summit ...
From Bankruptcy to Financial Freedom w/Bethany Finch
02 Mar 2022
Contributed by Lukas
How do you go from bankruptcy to financial freedom and a newfound credit history that allows you to access capital and funding to build a real-estate ...
Automating Financial Reporting w/ Anita Koimur Co-Founder of LiveFlow
23 Feb 2022
Contributed by Lukas
Financial reporting and analyzing the results of your business is probably one of the most critical steps to creating and keeping your business profit...
How Global Trends will Impact Accounting and Financial Services in 2022 w/Alex Baulf Senior Director, Global Indirect Tax at Avalara
15 Feb 2022
Contributed by Lukas
Do you know how VAT's and GST's will impact your businesses strategy, do you have a process for making sure they do not disrupt your busines...
2022 Changes to Sales & Use Tax You Need to Know About with Liz Armbruster; SVP of Global Compliance with Avalara
08 Feb 2022
Contributed by Lukas
The way that you run your business has changed and that change is only getting faster but a very serious question we should be asking is this - Are yo...
The Evolution of Cloud Accounting with Chad Davis
02 Feb 2022
Contributed by Lukas
Did you know that Hot Tubs and BBQ hold a secret to business success? In this interview, we discuss that and we speak with Chad Davis to discuss the ...
The Four Most Common Problems That Business Owners Have with their Accountants
01 Feb 2022
Contributed by Lukas
The 4 most common problems that business owners have with their accountants are: 1) Communication - they don't know how to help me understand m...
A Profitable Firm that Scales with Ryan Lazanis of Future Firm
28 Dec 2021
Contributed by Lukas
How do you build a scalable and profitable accounting firm? Well, one way to do it is to get in touch with Ryan Lazanis of Future Firm. In the early...
Bringing the "Big Financial Picture to Your Business" with Jeff Badu, CPA
07 Dec 2021
Contributed by Lukas
In this episode, we talk to Jeff Badu CPA about the importance of fitting your Big picture Financial Goals into your overall business strategy. Enjoy...
Helping Cannabis Owners Save Money and Stay Compliant with Mark Waller, CPA and Betsy Morem, CPA
30 Nov 2021
Contributed by Lukas
How do you prepare your clients for an evolving and ever-changing industry? Check out my interview with Mark Waller and Betsy Morem Founders of Morem...
How to Build an Effective Financial Strategy w/Diane Gardner, CFP®, CDFA
23 Nov 2021
Contributed by Lukas
Which financial strategy is more important, your Business or your Personal Life?Ok...that is a little bit of a trick question because both of these st...
How Often do Your Customers Brag About You? Lydia Desnoyers, Owner DesCPA Business Advisory
16 Nov 2021
Contributed by Lukas
How often do your clients go to social media and openly brag about how much you helped their business grow?Recently I saw a post from a fellow CPA tha...
From Wall Street to Main Street with Bill Hampton AFSP, CFEI, RFC - Tax Strategist & Founder of Hampton Tax and Financial Services, LLC
09 Nov 2021
Contributed by Lukas
What would make you leave Wall Street and head to Main Street?This week we sat down with a gentleman that started his career on wall street but along ...
How to Properly Forecast For Your Business
03 Nov 2021
Contributed by Lukas
When it comes to making decisions good and insightful DATA is King but how do you take the data you have and use it to drive your business to succes...
Leveraging Technology to Grow Your Business with Megan Higgins - VP/GM E-Commerce & Marketplaces at Avalara
02 Nov 2021
Contributed by Lukas
Are you compliant with the latest rules on Sales & Use taxes?As you work to evolve your business and ensure that you can still thrive in the new w...
The 80/20 Rule with Robert E. Bendetti, Jr. , CPA Chief Financial Officer (CFO) at Life Cycle Engineering
26 Oct 2021
Contributed by Lukas
Are you spending 80% of your time where it matters the most?Robert Bendetti shared some great advice that I think every business leader needs to remem...
What Real Value Looks Like with David Worrell; diyCFO
21 Sep 2021
Contributed by Lukas
If you wanted to sell your business for a profit, what numbers matter the most?In our conversation with David Worrell, we dove into a very important t...
Revolutionizing Your Finance Team with Chris Ortega Senior Director, Global Finance - Emarsys
14 Sep 2021
Contributed by Lukas
In this episode, we go back to a 2020 discussion we had with Chris Ortega; Senior Director, Global Finance - Emarsys. Chris was named the World's...
Surviving The Start Up World From Silicon Valley Phenomenon Steve Hoffman aka Captain Hoff
07 Sep 2021
Contributed by Lukas
Where do you go when you want to learn how to successfully start, sustain and grow your start-up?You go to Founder's space - Founders Space is on...
Strategically Growing Your Business w/Sam Palazzolo
31 Aug 2021
Contributed by Lukas
This week we're sharing a sit down with Sam Palazzolo the Founder of Tip of the Spear Venture; a company focused on business financial investment...
Five Fundamental Financial Elements That Every Business Needs to Know with Ed Patton
24 Aug 2021
Contributed by Lukas
What does it really take to have a financially successful business? This week we are sharing our interview with Ed Patton; the CEO of Patton Trender;...
How to Generate Referrals without Asking with Stacey Brown Randall
17 Aug 2021
Contributed by Lukas
The best kind of business is word of mouth! In this episode of the show, we talk to Stacey Randall Brown. Stacey teaches small business owners, solopr...
Why a Bank Says Yes or No to Your Business with Andrew Krzesinski
10 Aug 2021
Contributed by Lukas
In this week's episode of the Finance & Accounting Show; we sit down with Andrew Krzesinski; Manager & VP at PNC. Andrew shares his jou...
Accountants Communicating Like Humans w/ John Briggs Founder of Incite Tax
03 Aug 2021
Contributed by Lukas
In this episode, we talk to John Briggs; Founder and CEO of your not typical accounting tax firm - Incite Tax - a company that helps taxpayers save mo...
A Scary Moment That Became One of the Best Decisions of Her Life - Nesha Pai; CEO of Pai CPA , PLLC
27 Jul 2021
Contributed by Lukas
The resilience of a single mom that just wouldn't accept defeat or allow any setback really has blazed a new path for an industry that is really ...
Helping Businesses Conquer Their Data with Michelle Carlos McCauley & Preston White of Salesforce
20 Jul 2021
Contributed by Lukas
"Paralysis Analysis" - a term you often hear when there is too much information or data and people don't know what to do with it. In th...
Giving your Data a Seat at the Table with Jack Topkins; Managing Partner at Pineapple Consulting Firm
13 Jul 2021
Contributed by Lukas
In this episode, we feature Jack Topkins; Managing Partner at Pineapple Consulting Firm and talk about how a business owner should be leveraging data ...
How to Simplify Accounting for Non Accountants with James Wright; 𝐀𝐂𝐂𝐀
06 Jul 2021
Contributed by Lukas
Accounting is the language of business and as the saying goes .. if you don't understand the language you will most likely never become successf...
Financial Advice that works Best for You w/ Chris Wiesehan CJW Consulting
29 Jun 2021
Contributed by Lukas
When it comes to finding profitable opportunities in the world of investing you NEED to work with someone that understands how the market works and...
Helping Clients Accomplish their Missions, Values & Goals w/Kyle Candlish - Principal - Spencer Financial Services
22 Jun 2021
Contributed by Lukas
When it comes to business there are tons of opportunities for financial pitfalls and risk so you have to either figure out how to overcome these yours...
Making Money Cool Again w/Founders of Cool Money Life; Martin Sanchez and Inga Andreyeva
15 Jun 2021
Contributed by Lukas
What if understanding money became the new cool thing that everyone was doing? Well, you are in luck because that is exactly what the amazing team ov...
What is the Hype All About w/Heather Smith
08 Jun 2021
Contributed by Lukas
Everyone is talking about leveraging technology to help you run your business better, increase productivity or add more value but the truth is all of ...
Providing Value through Content with the Rapping CPA; Drew Carrick
01 Jun 2021
Contributed by Lukas
When you really commit and take your opportunity serious there will be so many more opportunities that come your way and it is up to you to choose wha...
The 6 P's on How to Exit Rich with Michelle Seiler Tucker
25 May 2021
Contributed by Lukas
How will you exit your business? Nothing last forever especially your business so you should have an exit plan and preferably one that allows you to E...
Invest Where You Live; Connecting Local Capital with Local Businesses with Vicinity Capital
18 May 2021
Contributed by Lukas
For years, the average person has been blocked out of the opportunity to invest in local businesses in certain ways, so companies like Vicinity Capita...