show episodes
 
An original podcast series from the Texas Society of CPAs specially created to share insights and navigation tips for those on the path to a CPA license, as well as those who just want to learn a little bit more about what it means to be a CPA.
  continue reading
 
Artwork

1
CPA CAREER PATHS

Rosey Flaherty, CPA, MSA

Unsubscribe
Unsubscribe
Monthly
 
Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.
  continue reading
 
Artwork

1
CPA Life

John Randolph

Unsubscribe
Unsubscribe
Monthly+
 
CPA Life, with host John Randolph, focuses on local CPA firm leaders across the country who go against the grain in building exceptional organizations through non-traditional practices. They show there are firms outside of the Top 100 where you have the ability to build a sustainable, family-friendly career in accounting. Listen in and discover that's not the exception – but the rule!
  continue reading
 
CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
  continue reading
 
Artwork

1
The Unique CPA

Randy Crabtree, CPA

Unsubscribe
Unsubscribe
Weekly
 
The Unique CPA is the show where we’re going beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading edge management techniques and styles. We’re keeping you at the forefront of the changing face of public accounting with fascinating leaders, bringing you their stories and advice inside the accounting industry.
  continue reading
 
Artwork

1
Unofficial QuickBooks Accountants Podcast

Hector Garcia, CPA & Alicia Katz Pollock, MAT

Unsubscribe
Unsubscribe
Weekly
 
Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA and Alicia Katz Pollock, MAT. Hector and Alicia break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.
  continue reading
 
Real moms. Real mom financial issues. Real moms in business. Real stories. I am Booth Parker. A CPA, wife, and mom that loves all things home and family. In this podcast, I talk all things money for moms, families, and small business. From tips to ideas to info you just need to know, I break it down so moms can apply it to their own families and businesses!
  continue reading
 
Artwork

1
Money Guy Show

Brian Preston and Bo Hanson

Unsubscribe
Unsubscribe
Weekly+
 
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
  continue reading
 
Artwork
 
Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
  continue reading
 
Artwork

1
Oh My Fraud

Greg Kyte & Caleb Newquist

Unsubscribe
Unsubscribe
Monthly+
 
"Oh My Fraud" is an irreverent podcast from CPA/comedian Greg Kyte and blogger/former CPA Caleb Newquist. The two come together to unpack their favorite frauds and explore the circumstances, psychology, and interpersonal dynamics involved. They also fully indulge in victim-blaming the defrauded widows, orphans, infirm and feeble-minded—because who can resist? If you fancy yourself a trusted advisor—or prefer your true crime with spreadsheets instead of corpses—listen to this show to learn wh ...
  continue reading
 
INTHEBLACK Out Loud brings you a curated selection of audio articles from CPA Australia’s award-winning magazine, INTHEBLACK. Stories span a wide range of topics, including business, career development and the economy, and offer key insights into strategic thought leadership and expert analysis.
  continue reading
 
You'll learn our top strategies to improve your career, confidence, lifestyle from us and other crazy successful seasoned consultants in IT and Management. Engage in the conversation as we discuss everything that brought us longevity and success over the years in the consulting industry.
  continue reading
 
Artwork

1
The Infinite Wealth Podcast

Infinite Wealth Consultants

Unsubscribe
Unsubscribe
Weekly
 
We combine the teachings of Robert Kiyosaki’s Rich Dad Poor Dad with Infinite Banking to create financial freedom (Passive Income is greater than your Monthly Expenses or PI ME) Our episodes are conversations that focus on • Creating Passive Income • Infinite Banking • Tax and legal advice for Investors
  continue reading
 
Artwork
 
The With Interest podcast brings you unrivalled commentary and thought leadership for businesses, accounting and finance professionals. Each week, we share expert industry opinions, insights and resources across accounting, public practice, taxation, auditing, finance, strategy, leadership, economic and business-related issues. Subscribe today to stay up-to-date with the latest episodes. With Interest is presented by CPA Australia, one of the world’s largest accounting bodies, with core serv ...
  continue reading
 
Dive into the world of large-scale real estate with Brandon Hall and Dylan Brown, CPAs with deep experience working with major portfolio operators. The Major League Real Estate Podcast delivers actionable insights for those managing and building expansive portfolios. Delve deep into subjects from finance, tax, and intelligent market analysis, to mastering team dynamics, optimizing operations, and leveraging cutting-edge technology. The show features industry giants with storied successes, sh ...
  continue reading
 
Foresight: The CPA Podcast asks CPAs to reimagine their position at the centre of the economy. Accountants face an urgent choice: embrace change or risk falling behind, losing relevance and being replaced by competitors. Foresight: The CPA Podcast takes a deep dive into how societal shifts are transforming the role of CPAs. From AI to ESG. From protecting the environment to protecting professional ethics. Each episode asks CPAs to reimagine their position at the centre of the economy. This p ...
  continue reading
 
In the "SaaS Blast" podcast, Carla McRae, a fractional Chief Financial Officer, Certified Public Accountant, and seasoned financial expert, guides SaaS founders through the intricacies of financial management in the tech industry. With her wealth of experience, Carla breaks down complex financial concepts into digestible insights tailored specifically for SaaS entrepreneurs.
  continue reading
 
The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus on tax savings and ways to have a financially sound back bone to your small business. Our goal is to have you paying the least amount in taxes as legally possible.Hosted by by Mike Jesowshek, CPA, this is a quick hitting podcast aimed to get you important information without all the fluff. You can find episodes, blog posts, information on our software TaxElm and more on our website: www.TaxSav ...
  continue reading
 
Artwork

1
Deadhead Cannabis Show

Larry Mishkin, Rob Hunt, Dan Humiston, Jamie Humiston, PodConx

Unsubscribe
Unsubscribe
Weekly
 
Candid discussions about cannabis inspired music, great past and upcoming concerts and the social implications of legalized cannabis. Old-school Grateful Dead fans, cannabis attorney Larry Mishkin share review past Grateful Dead concerts, discusses new music, shares music related news, concert updates and cannabis stories and his view of the industry. Produced By PodConx
  continue reading
 
Artwork
 
The FICPA podcast is to inform and educate our members & the CPA community with today’s hottest issues. Our mission is to serve our members, enhance their competency & professionalism, support professional standards, promote the value of our members & advocate on behalf of the CPA Profession.
  continue reading
 
Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
  continue reading
 
This is THE podcast that helps women advance toward economic, social and political achievement. This podcast is here to inspire you, so you’ll take the necessary steps to advance your career to the next level. Hosted by Betty Collins, CPA, and Director at Brady Ware and Company. Betty also serves as the Committee Chair for Empowering Women, and Director of the Brady Ware Women Initiative. Each episode is presented by Brady Ware and Company, committed to empowering women to go their distance ...
  continue reading
 
CFO THOUGHT LEADER brings you first hand accounts of CFOs who are driving change within their organizations. Our interviews capture their actions so that you can learn what might work for your organization. In addition to their company history we share the career journey of our spotlighted guest: What do they struggle with? How do they persevere? What makes them successful?
  continue reading
 
Welcome to The Smarter Accountant Podcast, a unique podcast for CPAs and accountants who are ready to take their careers, businesses and lives to the next level. This is the podcast where brain science meets accounting, revolutionizing the way you approach your professional and personal growth. We believe that success in accounting goes beyond numbers and spreadsheets—it's about understanding your unique accountant brain and leveraging that knowledge to achieve extraordinary results. Are you ...
  continue reading
 
Artwork
 
Sales Tax & More is the weekly show that talks about everyone's favorite topic...Sales Tax! Listen in each week as we talk with experts, professionals, and more to help you understand this often-overlooked tax.
  continue reading
 
Artwork
 
Technology in the finance sector is rapidly growing, particularly when it comes to how business leaders and entrepreneurs integrate new information system developments into their operations. In this podcast, FloQast CEO Mike Whitmire (inactive CPA) and Producer Drew Carrick, CPA (The Rapping CPA) co-host a bi-monthly discussion, with occasional guests, on timely news and updates that impact the accounting, finance, and technology sectors, through an entrepreneurial and thought leadership len ...
  continue reading
 
Do you owe back taxes to the IRS or your state government or have unfiled tax returns? Then this is the podcast for you! Every Monday, Wednesday, and Friday, Logan Allec, CPA — owner of A+ BBB-accredited tax resolution firm Choice Tax Relief — explains exactly how to get tax relief for your back tax debt. Would you like a FREE tax relief consultation with Logan's company, Choice Tax Relief? Schedule your consultation now by calling 866-8000-TAX!
  continue reading
 
Artwork

51
Excel Tips

CPA Australia

Unsubscribe
Unsubscribe
Monthly
 
Excel Tips is a podcast for accounting, business and finance professionals who are looking to sharpen their spreadsheet skills and learn new hacks and tricks from Neale Blackwood CPA, a Microsoft Excel expert. Excel Tips helps spreadsheet users discover Excel’s hidden features and shortcuts and understand how best to apply the newest features and functionality. The podcast is a companion to regular articles in INTHEBLACK, CPA Australia’s award-winning business magazine. Every podcast episode ...
  continue reading
 
The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www. ...
  continue reading
 
Artwork

1
Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Unsubscribe
Unsubscribe
Weekly
 
A "Top 10 Personal Finance Podcast" and a "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, R ...
  continue reading
 
Artwork
 
David Adams, CFP®, CPA, Carson Odom, CFP®, CPA, and Myles Zueger, CFP® are financial advisors in Nashville, TN. Together they are committed to the financial well-being of clients. Helping them to live well & retire, too. Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Adams Wealth Partners is not a broker/dealer & is independent of Raymond James. Content represent ...
  continue reading
 
John Garrett’s research involves talking with professionals who realize that who you are is so much more than what you do. Accountants, consultants, lawyers, engineers, and other professionals everywhere are doing hobbies and passions after they leave the office. We discuss why these outside-of-work interests matter and how they've impacted their career.
  continue reading
 
Artwork

1
The eCommerce Money Map Podcast

Salim Omar, Shawheen Amirkhizi

Unsubscribe
Unsubscribe
Monthly
 
The eCommerce Money Map Podcast is a podcast for eCommerce business owners. Join Salim Omar, CPA and Shawheen Amirkhizi as they talk to experts in the eCommerce market, providing the audience with the tools to make their eCommerce business a success.
  continue reading
 
Welcome to the Art of Dental Finance and Management with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals through saving taxes, investing and planning wisely and managing your dental practice, so it can become as profitable as possible. Here is your host…CPA Art Wiederman.
  continue reading
 
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
  continue reading
 
Top Producer Podcast is hosted by Paul Neiffer, CPA and Top Producer columnist. He’s a go-to adviser to farmers across the country and is joined by business-minded farmers and ag experts to discuss top trends in farm management, tax issues, policy implications and more.
  continue reading
 
The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively ...
  continue reading
 
Artwork

1
The Retirement Tax Podcast

Steven Jarvis and Benjamin Brandt

Unsubscribe
Unsubscribe
Monthly+
 
The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
  continue reading
 
The AICPA and CIMA's Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section, shares big ideas designed to help CPAs better run accounting firms, especially smaller ones. You'll hear from firm leaders and subject-matter experts on key issues and considerations for small firms in today's rapidly changing environment.
  continue reading
 
Artwork

1
The CPA MOMS Podcast

Dawn Goldberg, CPA, Community Manager at CPA MOMS

Unsubscribe
Unsubscribe
Weekly
 
This podcast is brought to you by CPA MOMS®. We provide business owners with an affordable solution by working exclusively with talented CPA's willing to exchange high salaries for flexibility. We pride ourselves on being the "eHarmony" of the accounting world, supporting female accountants who want a career as well as a family. If you are a busy female accountant who also happens to be a mom, struggling to have it all - a thriving career and a happy family - then this podcast is the resourc ...
  continue reading
 
In this award-winning show, CPA Richard and Joe bring on excellent and interesting VIP guests and experts to discuss a wide range of topics ranging from great financial advice for family offices to guests from the worlds of entertainment, health, law, philanthropy and relevant areas about our lives, leisure, legacy and beyond. Whether financial expert or notable guest, listeners are treated to great informational and spontaneous, entertaining conversations. See awards at http://www.iymoney.c ...
  continue reading
 
Loading …
show series
 
On Episode 154 of The Unique CPA, Randy Crabtree engages in a far reaching discussion with Alan Whitman, former CEO at Baker Tilly, who now serves as an advisor and coach to professionals. They delve into the necessary evolution of the accounting profession, exploring themes of innovation, breaking traditional molds, and fostering a sustainable and…
  continue reading
 
On a Mission: Introducing Accounting ARC With Donny Shimamoto, Liz Mason, and Byron Patrick Center for Accounting Transformation In a universe where financial chaos threatens to overwhelm even the bravest souls, our trio of accounting change agents emerge to restore order, one ledger at a time. These stewards of integrity are uniting to serve the i…
  continue reading
 
So picture this: it's Monday morning, and your alarm clock jolts you awake after what feels like you just fell asleep. As you drag yourself out of bed, a nagging thought creeps into your mind: how will ever have the energy to tackle everything on your plate today? If you can relate to some version of this scenario, you're not alone. For most of us,…
  continue reading
 
Join Tom Wheelwright as he discovers how entrepreneurs can innovate in the age of disruption with author of “Leaders Leap: Transforming Your Company at the Speed of Disruption," Steve Dennis. Steve Dennis is a strategic advisor, keynote speaker, and bestselling author. His latest book–Leaders Leap: Transforming Your Company at the Speed of Disrupti…
  continue reading
 
John Randolph welcomes Jennifer Wilson to a two part conversation starting with CPA Life episode 36. Jennifer discusses her journey from BDO to founding ConvergenceCoaching, her deep history of driving technological innovation in business and accounting, and her understanding of the evolution of and challenges within the accounting industry. With a…
  continue reading
 
Sorry, but a couple times in the episode I said "May 17, 2021" when I meant "May 17, 2024"! The refund statute expiration date for an unextended 2020 return is May 17, 2024. What should you do if you haven't filed your taxes in a few years...but you don't owe the IRS? In fact, they owe you a refund for these years? Is there a time limit to file and…
  continue reading
 
On this new episode of The Concierge CPA, Alexandra Constance discusses her role at Unison Globus, an outsourced provider of accounting services. In this insightful conversation, she shares her unique journey into the company through her familial ties and vision for its growth. She discusses the challenges and advantages of offshoring, emphasizing …
  continue reading
 
Travel sports: good or bad? There are a lot of things to consider and it's not all that simple. On this episode Booth takes her time to consider many of the factors that go into deciding whether or not taking up a travel sport is right for your kid and your family. From finances to attention and time, you'll have a great starting point for consider…
  continue reading
 
In the latest episode of Destination CPA, we talk to Liz Barentzen, vice president of talent initiatives and operations for the Center for Audit Quality. She joins our host Jodi Ann Ray, President and CEO for the Texas Society of CPAs, for a captivating conversation about the pivotal role of culture in shaping the future workforce. Explore the inno…
  continue reading
 
Have you ever wondered if you could hire your older child to watch your younger one and claim it as a business expense? Or are you maximizing the benefits of a Health Savings Account to its fullest potential? In this Q&A episode of the podcast, host Mike Jesowshek answers a series of listener-submitted questions covering a wide range of topics pert…
  continue reading
 
On this episode, Simon Dermarkar, associate professor of accounting at HEC Montreal, discusses the evolving role of Certified Public Accountants (CPAs) in the age of artificial intelligence (AI) and data governance. Simon emphasizes the critical importance of data as the fuel of AI. He argues that it is natural for CPAs to apply their expertise in …
  continue reading
 
In this episode, Ryan and Thomas are joined by tax expert Nathan Sosa, CPA to discuss:- What are S-Corps?- Why you shouldn't put rentals in S-Corps- When S-Corps do make sense for real estate investors- Establishing reasonable salaries for S-Corp Owners- The Bramblett Structure for real estate flippers and developers- And more!To become a client, r…
  continue reading
 
In a special episode this week Steven is joined by a tax professional who doesn't do any tax preparation. Kristine Stevenson is an Enrolled Agent who previously worked for the IRS and now specializes in tax resolution work. Steven and Kristine talk about what tax resolution work includes and when it might be something a taxpayer needs to pursue. Th…
  continue reading
 
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeepe…
  continue reading
 
Do you want to improve your dashboard-creating skills in Excel? Look no further. This episode has all the expert tips you need to know using dynamic arrays to create a dashboard. For fast access, use these timestamps: About the report template and using dynamic arrays - 0:17 About dynamic arrays - 0:55 Dynamic charts and dashboards using dynamic ar…
  continue reading
 
In today's podcast, Paul has a conversation with Tom Haren, owner of AgPROfessionals based in Greeley, Colorado and Twin Falls, Idaho. Tom got his career started dealing with ag environmental issues and expanded the business to help farmers find and develop dairies, feedlots, poultry operations and other related livestock businesses. The last few y…
  continue reading
 
Linda is retired and financially independent. Her advisor suggests she have a separately managed account specifically for tax loss harvesting. Today on Your Money, Your Wealth® podcast 479, Joe Anderson, CFP® and Big Al Clopine, CPA spitball on how to save as much tax as possible on retirement withdrawals. Plus, Brian wants to know if it ever makes…
  continue reading
 
In this episode, Ryan and Thomas break down the tax treatment of repairs & maintenance expenses vs. capital improvements and how to maximize tax savings, including:- Tax differences between repairs expenses vs. capital improvements- How to maximize tax savings with three must-know IRS Safe Harbors- How to navigate capital improvements with the BAR …
  continue reading
 
In this episode of the Infinite Wealth Podcast, we sit down with lending specialist Jayson Cahill to discuss the world of first lien HELOCs. We tackle the notion of velocity banking, the advantages it brings to the table, and the importance of managing the volume of interest we pay. Jayson walks us through his lending career and how he came to spec…
  continue reading
 
https://vimeo.com/940427506?share=copy https://www.currentfederaltaxdevelopments.com/podcasts/2024/4/28/2024-04-29-no-minimum-attention-required-for-supervisor-approval-of-penalties-per-tax-court This week we look at: Final regulations issued on credit transfer provisions of the Inflation Reduction Act Tax Court rules the law does mandate a minimum…
  continue reading
 
Could navigating the tax labyrinth of LLCs be the key to safeguarding your assets and ensuring your small business flourishes? That's the golden nugget we're hunting in our Espresso Tax and Small Business Essentials podcast. Join me, Eric Bonney, seasoned CPA and founder of Harvest Tax and Accounting Services, as I share over 28 years of expertise …
  continue reading
 
Throwback time: Your favorite episode from the last 12 months: “Taxes and investing - a deep dive”. In this episode, Steven got the chance to really nerd out as he was joined by two guests from Dimensional Fund Advisors to get into the weeds on the tax implications of investing. John Wilson and Joe Hohn (who used to be an aerospace engineer before …
  continue reading
 
"Neil Young's 2024 Tour with Crazy Horse: A Legendary Performance" Larry Mishkin discusses the creation of the song "The Music Never Stopped" by Bob Weir and John Perry Barlow. Weir explains his collaborative process with Barlow, where they developed lyrics together over the phone, inspired by Barlow's description of a scene from Wyoming. Weir also…
  continue reading
 
The way Dan Murphy sees it the CFO position demands that leaders always be kept on high alert. It’s a mindset that had led him to habitually monitor updates and alerts related to key vendors, including banking institutions. And so it was, in first quarter 2023 when Murphy recalls spotting a vague tweet hinting at possible financial instability at S…
  continue reading
 
I have been asked by many to give my opinion on where the economy is headed and what to do. I have been reluctant to do so because I am not an economist and I do not want to give investment advice. However, I do think I owe it to you to let you know where my head is and what I am doing based on these thoughts. Last week and this week’s podcast have…
  continue reading
 
On this episode of Controllers Classified, host Erik Zhou welcomes Patrick Lynch, Senior Vice President and Controller of the Boston Celtics, who shares his journey from ball boy to financial leader for the team. Patrick highlights the milestones of his career, including his transition from an internship to working closely with the CFO, and the sig…
  continue reading
 
Welcome to another episode of "The Art of Consulting Podcast" with your hosts, Andy Fry and Cat Lam. As seasoned IT consultants, CPAs, and professional development connoisseurs, we aim to bring you inspiring messages to help you discover the X factor in your professional field, leading to the success you truly deserve in your career and life. About…
  continue reading
 
This webinar/podcast series is the official companion to the ⁠⁠REFRAME2024.com⁠⁠ we are going to have in October 2024. Parts 4 to 8 will be released the second Friday of each month until October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectation…
  continue reading
 
Dave Van Horn shares his journey in the real estate industry, from starting as an agent to becoming an investor and note business expert. He explains how he accidentally entered the note business and the different types of notes he deals with. Dave also discusses the institutional buying process and the importance of due diligence on banks. He high…
  continue reading
 
In this episode of the Sales Tax and More podcast, we answer the following questions... Who are we talking about when we say International sellers? What are common issues we see for international sellers? What would a good strategy be for International sellers trying to get compliant? How can we help them and where can they look for additional reso…
  continue reading
 
Are you doing better than the average American at saving in your 401(k)? We'll talk about basics of a 401(k), including new limits, employer matches, and vesting schedules, how many millionaires are created by 401(k)s, and of course the average 401(k) balance by age. Jump start your journey with our FREE financial resources Reach your goals faster …
  continue reading
 
In this episode, Hector and Alicia delve into using journal entries in QuickBooks Online, outlining when they're appropriate and when to avoid them. They offer insights into accounting workflows such as depreciation, tax adjustments, job costing, and class allocations. They also highlight advanced techniques like the adjusting entry checkbox and ut…
  continue reading
 
Take a second and think about some of the things you’ve been avoiding: Having a difficult conversation Making that doctor or dentist appointment Doing your own budget or taxes Starting that new exercise routine Firing that difficult client Starting that complicated project Organizing your inbox The problem is that failing to address our tendency to…
  continue reading
 
Join host Carla McRae, CPA, CGMA, as she discusses launching your business to new heights while keeping your budget grounded with customer acquisition costs. Focusing on how Software as a Service (SaaS) businesses can effectively measure and optimize efforts to acquire new customers, Carla unravels the strategies behind calculating and interpreting…
  continue reading
 
Zane Stevens joins host John Garrett to share insights on his nontraditional approach to accountancy firm structure, prioritizing employee happiness for increased productivity. He delves into his personal passions, including his significant involvement in coaching soccer and managing a youth soccer league. Zane credits the skills he's developed thr…
  continue reading
 
Welcome back to “Inspiring Women with Betty Collins.” This episode will introduce you to the incredible journey of Mari Cruz-Uribe from Brady Ware. She is a true testament to the power of impactful moments and life lessons shaping our paths. As we reflect on the valuable insights from our previous guest, Lisa Gutierrez, Mari sheds light on her expe…
  continue reading
 
In this episode of The Art of Dental Finance and Management, Art is joined by Chip Fichtner, co-founder and principal of Large Practice Sales. Chip sheds light on the difference between a traditional Dental Support Organization (DSO) and an invisible DSO, the benefits of selling your dental practice to an invisible DSO, and the keys to forming a su…
  continue reading
 
Are you a small business owner curious about the financial benefits of establishing a retirement plan for your company? In this episode, Mike Jeshowshek and guest Matt Ruttenberg discuss the substantial tax credits and key due dates associated with setting up retirement plans for small businesses, introduced by Secure 2.0. They delve into specific …
  continue reading
 
The US Postal Service has long been the butt of jokes for poor service, but nothing that comes close to this. In this transatlantic episode, Caleb and Greg unpack the story of hundreds of British subpostmasters whose lives were turned upside down when they were falsely accused of stealing from the Post Office. Sponsors G-Accon - https://ohmyfraud.p…
  continue reading
 
Loading …

Quick Reference Guide