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.
Hear Carla's take from the Xero Roadshow in Atlanta and also Kevin and Carla discuss QuickBooks Online pricing and competition among accounting apps
Kevin & Carla highlight their take-aways from conferences they attended this year- AICPA Engage and Scaling New Heights.
Kevin & Carla discuss the Customer Experience at their firms, including what it is and how it permeates throughout the organization
From conferences to process improvements to time with our families, listen as Carla and Kevin discuss summer plans for their practices
Carla & Kevin discuss what worked and didn't, and what they learned after a busier season
Carla discusses CAAS practices with Ashleigh Sutter, Director of Accountant Sales at Intuit
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
Two months later, listen to what Carla and Kevin took away from two industry-leading conferences
Carla and Kevin discuss communicating with clients, with remote or in-office team members, and going on-site to client's offices
Carla and Kevin discuss their office work environments in their firms, the wins and the challenges
Carla Caldwell and Kevin Stephens launch a new podcast focused on the details of running a modern accounting firm.