August 8, 2023
13. Xero Roadshow and QuickBooks Pricing
Hear Carla’s take from the Xero Roadshow in Atlanta and also Kevin and Carla discuss QuickBooks Online pricing and competition among accounting apps
Accounting Ventures
With Carla Caldwell & Kevin Stephens
Join Carla Caldwell and Kevin Stephens as they discuss the people, processes, and technology used to run a modern accounting firm. Carla is an in demand speaker and is the founder of Caldwell Consulting & Training and Candella Accounting & Advisory Services, based in the Atlanta GA area. Kevin is the founder of Stephens & Company PLLC and has offices in both Flagstaff and Phoenix AZ.
July 14, 2023
12. Review of early summer Conferences
Kevin & Carla highlight their take-aways from conferences they attended this year- AICPA Engage and Scaling New Heights.
June 15, 2023
11. Customer Experience for a Firm
Kevin & Carla discuss the Customer Experience at their firms, including what it is and how it permeates throughout the organization
May 12, 2023
10. Summer Plans for the Firm
From conferences to process improvements to time with our families, listen as Carla and Kevin discuss summer plans for their practices
May 3, 2023
9. Busier Season Debrief
Carla & Kevin discuss what worked and didn’t, and what they learned after a busier season
March 1, 2023
8. Interview with Ashleigh Sutter
Carla discusses CAAS practices with Ashleigh Sutter, Director of Accountant Sales at Intuit
February 20, 2023
7. Managing through Busy Season
In the thick of busy season, Kevin and Carla discuss how they support their teams, get the work done, and still focus on client experience
February 7, 2023
6. QuickBooks Connect & Digital CPA Recap
Two months later, listen to what Carla and Kevin took away from two industry-leading conferences
December 14, 2022
5. What Clients Want
Join the discussion as Carla and Kevin dicsuss Sage’s “What Clients Want” eBook
December 2, 2022
4. Pricing Our Services
Communicating Value to our Clients through our Pricing
December 1, 2022
3. Communicating How We Work with Clients
Carla and Kevin discuss communicating with clients, with remote or in-office team members, and going on-site to client’s offices
December 1, 2022
2. How We Work
Carla and Kevin discuss their office work environments in their firms, the wins and the challenges
November 11, 2022
1. Welcome to the Podcast
Get to know your hosts, Carla Caldwell and Kevin Stephens!
