AccounTrends: The tax and accounting thought leadership podcast

Defining a niche is a complex strategy for firms everywhere. On this episode, Jason Blumer, CPA and CEO of Thriveal CPA Network and Blumer CPAs,
walks us through how firms should find and define their niche, when is the right time to do so, and the complexities of building a niche firm overall. 

Sonia Dumas, CEO of Curio Haus and Web3 Educator, specializes on educating tax professionals on cryptocurrency. Hear her expert advice for tax professionals on what questions they need to ask, tools they need to utilize, and how to advise their clients on everything revolving around cryptocurrency.

Check out Intuit Accountants Cryptocurrency Tax Guide whitepaper for more helpful information about this topic.

Sonia Dumas, CEO of Curio Haus and Web3 Educator, specializes on educating tax professionals on cryptocurrency. Hear her expert advice for tax professionals on what questions they need to ask, tools they need to utilize, and how to advise their clients on everything revolving around cryptocurrency. 

Blake Oliver and David Leary, co-hosts of the Cloud Accounting Podcast, join us to talk about trends in the industry, what they've learned from their journey in podcasting, and where they see firms heading in the future.  

Blake Oliver and David Leary, co-hosts of the Cloud Accounting Podcast, join us to talk about trends in the industry, what they've learned from their journey in podcasting, and where they see firms heading in the future.  

Founder of Caldwell Consulting & Training, Carla Caldwell, joins us to discuss growing as a leader. Hear advice on finding the right community, the importance of mentors, and why you need to lean into your strengths to grow as a leader. 

Founder of Caldwell Consulting & Training, Carla Caldwell, joins us to discuss growing as a leader. Hear advice on finding the right community, the importance of mentors, and why you need to lean into your strengths to grow as a leader. 

Kristen Keats, CPA and owner of Sherwood Tax & Accounting, joins the podcast to talk about how to create tax roadmaps for clients. Listen as she explains the shift away from compliance services, and digs into creating monthly goals to help clients prepare for their future.

Kristen Keats, CPA and owner of Sherwood Tax & Accounting, joins the podcast to talk about how to create tax roadmaps for clients. Listen as she explains the shift away from compliance services, and digs into creating monthly goals to help clients prepare for their future.

Heather Satterley, CPA, CIO of GrowthLab FaaS, and 'Appy Hour Webinar co-host, joins us today to educate listeners on the power of technology. Hear her expert advise on when to utilize technology in the industry to help automate compliance work, the biggest pain points technology can solve, and more on today's episode.