The archive
Episodes
Solo deep dives and candid conversations on the tools, workflows, and automation that help tax and accounting firm owners run the firm they want.
Episode 15
You Don't Need AI to Run a Profitable Firm. Here's What You Do Need. with Brad Wooten
You watch one video about how somebody automated their entire firm, and you spend the rest of the day quietly convinced you are going out of…
Episode 14
From Front Desk to Firm Owner, with Jenny Rozelle
A client hands you an irrevocable trust and asks what it means for their return. Do you call their attorney, or do you guess? Jenny Rozelle is the…
Episode 13
Making Accounting Agents Actually Useful
You already pay for ChatGPT or Claude. So why would you pay again for an AI tool that just does accounting? Accounting agents are the third new…
Episode 12
Dissecting Your Tech Stack
You set out to fix five problems with a new piece of software, and somehow ended up with six. Sound familiar? Welcome to the debut of Tax Tech…
Episode 11
Accountants, You Are Creative! with Karen Reyburn
Most firm owners think their marketing isn't working because they aren't spending enough money on ads. Karen Reyburn has spent years proving…
Episode 10
You're Still Rebuilding the Same Report Every Month. Here's the Fix. with Lasse Kalkar
Every month you rebuild the same reports. You re-export the numbers, rebuild the same workpaper, and then redo the whole thing when one transaction…
Episode 9
Upkeeping Around the World with Erin Pohan
Erin Pohan, founder of Upkeeping and WAVE-Seattle, shares her journey from a small-town girl in Cleveland to a successful entrepreneur. She discusses…
Episode 8
Ep. 8 with Randy Crabtree
Randy Crabtree shares his journey from computer science to becoming a CPA and starting his own firm. He discusses the entrepreneurial spirit that…
Episode 7
She Did Everything Right, Then Chose a Different Path with Rebecca Driscoll
Have you ever wondered if the "right" accounting path you're on is actually the best one for you? Many accountants do everything by the book: climb…
Episode 6
From Juilliard to a 40-Year Tax Career with Phyllis Jo Kubey
What do Juilliard, IRS audits, and international artists have in common? Yehuda sits down with Phyllis Jo Kubey, EA, CFP, to explore her unexpected…
Episode 5
Software Engineer to AI Accounting with Helen Hastings
In this episode we meet Helen Hastings. A software engineer by trade, Helen discusses Quanta's vision to serve as a comprehensive financial system…
Episode 4
From IRS Agent to Taxpayer Representative with Michael Raanan
In this episode we meet Michael Raanan, a former IRS revenue officer turned tax representation expert. Michael shares his journey from working at the…
Episode 3
Empowering Tax Pros with AI, with Jack Mao
In this episode we meet Jack Mao, an enrolled agent and tax professional with a diverse background in tax preparation, technology, and community…
Episode 2
From Professor to Tax Professional with Jeremy Wells
In this episode, Jeremy Wells, an Enrolled Agent and CPA, shares his journey from a small town in Kentucky to becoming a successful tax professional…
Episode 1
Educating the Next Generation with Micha Siegel
In this episode, Yehuda is joined by Micha Siegel, CPA, CFP, EA, who shares his unconventional journey from underachieving student to warehouse…