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Lead With Value

By: Mike Moïse
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  • Summary

  • Mike Moïse shares his take on topics, tools, and trends in tech and life sciences.
    2022 Lead With Value
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Episodes
  • Audit Readiness: It's All About the Story

    Audit Readiness: It's All About the Story
    Sep 11 2022

    Summary

    1. What do we mean by audit readiness?
    2. Four steps to getting the story right
      1. ACED™ Method. Get Clear on (Access, Communication Plan, Execution Assets, Deliverables)
      2. Read the Corporate Minutes
      3. Dig into and reconcile cash
      4. Understand the key People, Processes, and Technologies

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    12 mins
  • We've All Been Bamboozled

    We've All Been Bamboozled
    Sep 1 2022

    Summary

    1. Advisory services in our industry have been around for a really long time…and the profit margins are high, and the market is huge. Everyone can eat.
    2. Big and small firms have a lot to learn from each other. I plan on using this podcast to share anything I learn in order to provide value to you all.
    3. Don’t waste time trying to get granular on the definitions of client advisory services. Diagnose your clients’ finance function, what they’re pressed to pay for, and align your skills with that.

    Referenced Items

    • https://www.cfgi.com/blog/news/cfgis-origin-story/
    • https://pcaobus.org/news-events/speeches/speech-detail/the-rise-of-advisory-services-in-audit-firms_544
    • SkyView™ Document (Email Mike @ mike@leadwithvalue.team for a copy)

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    https://www.leadwithvalue.team

     
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    28 mins
  • Welcome to the Show

    Welcome to the Show
    Jun 26 2022
    Welcome to Lead With Value, the place to be for finance and accounting advisory pros in tech and life sciences. On this podcast, you can find all the insights and skills you need to be the leader you want and give your clients the value they need.
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    2 mins
Economics
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