Life insurance planning strategies for individuals {PFP Section}
You can give your clients tremendous value by guiding them with their life insurance planning, even if you're not an insurance expert. In this episode of the PFP Section podcast, Ed Mendlowitz, CPA/PFS, interviews expert Lee Slavutin, MD, CLU to share strategies to consider for your individual clie…
Life insurance planning strategies for businesses {PFP Section}
You can give your clients tremendous value by guiding them with their life insurance planning, even if you're not an insurance expert. In this episode of the PFP Section podcast, Ed Mendlowitz, CPA/PFS, interviews expert Lee Slavutin, MD, CLU to share strategies for businesses. Ed poses the followi…
So Many Things to Learn
So Many Things to Learn
Season 1 Episode 3
FACULTY: Ed Mendlowitz
CLASS: #Shoperations
TITLE: So Many Things to Learn
In this podcast episode, Scott and Jason Ackerman interview Ed Mendlowitz, a Partner at WithumSmith+Brown. The discussion covers various aspects of Ed's experience in accounting, …
190 Transitioning from CEO to Chairman of the Board (feat. Ed Mendlowitz, CPA)
Episode 190
FACULTY: Ed Mendlowitz
CLASS: #Shoperations
TITLE: From CEO to Chairman of the Board
In this episode, we flip the script and Ed Mendlowitz interviews Scotty "OKR,". Explore Scotty's journey, from initial inspirations to firm growth, unveiling key strategies for client connections, n…
198 The Timesheet Debate: Ron Baker vs Ed Mendlowitz, CPA
EPISODE 198
FACULTY: Ed Mendlowitz & Ron Baker
CLASS: #TheGuide
In this episode, we have a debate on the highly contested topic of timesheets with the accounting profession's heavyweights Ed Mendlowitz and Ron Baker. Listen to find out if timesheets are still essential to running a practice, or …
202 Fiscal Doctor with a Millennial Mindset since 1962 (feat. David Bergstein, CPA)
Episode 202
FACULTY: David Bergstein, CPA
CLASS: #TheGuide
In this episode, Scott interviews David Bergstein, a CPA, covering various aspects of David's journey in accounting and his insights into the profession from his decades of experience. They discuss topics such as the relevance of becomin…
208 $6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! (feat. Jason Ackerman, CPA)
Episode 208
the Sons of CPAs are back baby!!!
FACULTY: Jason Ackerman, CPA
CLASS: #Shoperations
In this episode, Scotty brings back his Sons of CPAs founding co-host, the Accounting High Lunch Lady, and CPA at BNA CPAs & Advisors, Jason Ackerman. They discuss the state of Jason’s firm and what…
212 Exiting Firm Ops with High Profit Margins (feat. Reza Hooda, FCA)
Episode 212
FACULTY: Reza Hooda, FCA
CLASS: #Shoperations
In this podcast episode, Scotty interviews Reza Hooda, FCA, founder of Capture Accounting and mentor at The Profitable Accountants Community. They dive deep into innovative accounting practices, focusing on results over timesheets. Reza s…
246 You Don’t Learn New Things Without Making Mistakes (feat. Ed Mendlowitz, CPA)
Episode 246
FACULTY: Ed Mendlowitz, CPA
In this episode, Scotty interviews Edward Mendlowitz, a storied CPA and author, sharing his extensive experiences and insights on the accounting profession. Mendlowitz discusses the evolution of accounting practices, the importance of passion in one's care…
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If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
