Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
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This is a show for tax professionals who want to expand their tax practice into IRS Representation (Collections and Exam). We teach the principals (and some advanced tips) on Marketing, Practice Management and Tax Technical tips to grow, manage and handle just about any case.
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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.
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Join your host, Laurence Whittam, on a groundbreaking podcast journey tailored for the modern accounting professional. ”Business Beyond Borders” delves deep into the world of accounting, offering a fresh perspective that transcends traditional boundaries. Each episode is a treasure trove of knowledge, focusing on trends, strategies, and the transformative power of staffing, outsourcing, and offshoring. Why This Podcast? - Explore Beyond Borders: Uncover the potential of global staffing solut ...
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The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.
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Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, Solopreneur, Strategy, Tax, Virtual Assistant Marketing Mindset QuickBooks
Chris Panek - CPA, Business Strategist & Business Coach For Entrepreneurs Growing Their Business
Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a si ...
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Step into the world of real estate marketing mastery with ’Don’t Be A Basic Biscuit,’ a real estate marketing podcast! The ultimate podcast for professionals in the real estate industry. Whether you’re a realtor, insurance agent, lender, developer, property inspector, or title rep, this podcast is your comprehensive guide to all things marketing. Join us as we explore a multitude of personal marketing techniques, from building your brand to leveraging social media, mastering print marketing, ...
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The Numbers Game — It’s finance, investment and business but not as you know it. Each week Jason Robinson (CPA Accountant), Nick Reilly (Planner) and Marty Vidakovic (Finance) come together to bring you strategy and advice around the importance of knowing your numbers in life and business. Numbers really do tell a story so let us help you make it a good one.
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You are not alone, building a business is hard. This is a podcast to hear from those who have done it before you so you can become the healthy, wealthy and wise entrepreneur you want to be. My name is Paden Squires, and I started out of college working in finance at a Fortune 500 company and hated it- I was bored out of my mind. So I wanted to change my life. I started studying for the CPA exam, listening to podcasts six hours a day; and I took four exams in eight months. I even started my b ...
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SF Commercial Property Conversations hosted by Bruce Bean is the go-to podcast for anyone fascinated by the intricacies of commercial real estate in the San Francisco Peninsula and beyond. Each episode dives deep into the world of commercial property investments, featuring insights from seasoned investors, industry experts, and professionals who have shaped the landscape of San Francisco’s market. Join us as we explore successful investment strategies, discuss the challenges and opportunitie ...
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The Truth About Real Estate Investing... for Canadians is by Canadians for Canadians eh? The show is exactly that, we speaks truths, no get rich quick schemes, investing is a marathon, if you're looking to get rich quick this is not the place for you. Instead, we invest based on economic fundamentals using tried and true best practices that generate wealth for the long term. The Show is hosted by Erwin Szeto aka Mr. Hamilton. Erwin is a professional real estate investor, Realtor at Rock Star ...
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In the tech world, if you don’t scale, your business will die. Join our host, Dave Rogenmoser, co-founder of Proof, as he uncovers proven strategies from the growth experts behind some of the world’s fastest-growing software startups (Drift, Instapage, Zapier, & more).
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Welcome to the REALTY Funnels Podcast, where we explore the strategies, systems and actions that will absolutely Supercharge Your Success in Real Estate. These are the exact approaches that Kevin and Lisa leverage, and the agents they coach and mentor use, to generate 6 Figure Months in real estate, to earn over $1,000,000 in Gross Commission Income in a year. Kevin Cahill, a veteran in the residential real estate industry and an executive at eXp Realty, brings a wealth of experience to the ...
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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 ...
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Divestopedia Exit Strategy Insights; where we interview world class thought leaders on all topics related to mergers and acquisitions for private midsize businesses. If you're an entrepreneur thinking of a strategic corporate transaction, like selling your business, raising private equity capital or going through acquisitions, this show is for you. You'll learn everything you need to know about mid-market M&A from start to finish, and everything in between.
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Discussions around Accounting Practice Sales, Mergers, Acquisitions, management and development.
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51
Accredited Income Property Investment Specialist (AIPIS)
Jason Hartman with Scott Sharp & Daniel Miller
The mission of AIPIS is to properly educate real estate specialists and investors in the proven methods of income property investments as a road to building wealth. AIPIS Education Program Jason Hartman, internationally known investment property guru, had a vision. He wanted to share his 25+ years of real estate experience with a wider audience, so that they could benefit from everything he had learned. The idea for the Accredited Income Property Investment Specialist program grew out of Jas ...
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Our mission is to inspire a culture of radical responsibility and personal excellence. Over the last decade of my life, I’ve come to believe this simple and profound truth: my life is my fault. My thoughts, feelings, decisions, actions, and personal standards are creating my experience of life. It’s an uncomfortable truth and hard to admit at times, but it’s true nonetheless. To achieve anything worthwhile, individual responsibility must become absolute, and admitting “your life is your faul ...
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Now is the time of the Pioneering Practice! Best selling author and marketing expert Amanda C. Watts shares her book 'The Pioneering Practice' as an audiobook. Described as 'The number 1 authority in marketing for accounting firms in the world' Amanda's insights will transform the way you market your accounting practice. LEARN HOW TO MOVE WITH THE TIMES AND NOT GET LEFT BEHIND. There is becoming a strong divide in the accounting industry. There are accounting practices that are pioneering th ...
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The podcast for the unfulfilled corporate millennial who's dreaming of working for herself. Get your weekly dose of inspiration and motivation to stop settling in your life & career and go after the crazy dream on your heart. You'll hear insights about discovering your passion, overcoming fear & self-doubt, quitting your job and building an online business - straight from Lindsay, the girl who quit her Big 4 accounting job to become an online coach. You'll leave this podcast feeling clear on ...
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Money Making Conversations is a weekly one-hour master class that promotes the success of small businesses and interviews successful celebrities, entrepreneurs, and influencers. It is hosted by brand architect Rushion McDonald, an EMMY and NAACP Image award-winning Executive Television and Film Producer. Money Money Making Conversations airs live every Tuesday in Atlanta, GA, on the HBCU campus of Clark Atlanta University, WCLK 91.9 FM, and is syndicated on their HBCU Radio Network (18 radio ...
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Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
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How to buy a home with no down payment and a low credit score tips from NACA National Director, Angeanette Dowles.
20:54
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Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Angeanette Dowles. Homeownership is one of the critical aspects of the American Dream. However, that dream seems more like a fantasy than an attainable goal for many of us. Well, Angeanette Dowles of NACA is here to tell you that home…
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Former Marine Corp Veteran created the Divine 9 Fashion line for Macy's. Tayion Fashion has generated over $50 million in sales, Montee Holland.
32:43
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Two-time Emmy and Three-NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Montee Tayion Holland. He is the President and CEO of the Tayion Collection. He is a Detroit, Michigan native and Marine Corps Veteran who often describes his clientele as Renaissance men. That descriptor is also an accurate portrayal of H…
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Welcome to Episode 196 of The Numbers Game. Is it too early to start planning your retirement? When is the right time? In this episode, we dive into all things retirement planning. We go through the real impact of property ownership on retirement and how changing the way you view your home and a bit of early planning could make your retirement look…
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Insights on Portfolio Health, AI Integration, and U.S. Investment Opportunities
19:34
19:34
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Greetings my fellow investors and truth seekers, this is the Truth About Real Estate Investing Show for Canadians and if you’re addicted to social media like I am, there’s not a lot of good news within our community. It’s not all bad, we just had Kelly Caldwell, Victoria Cluney, and Milena Simsic. Spencer and Ashley with their AirBnbs, Zac Killem w…
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Daniel Webster: Pro Skateboarder to Health Care Banker
13:17
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In this episode of SF Commercial Property Conversations, Bruce Bean sits down with Daniel Webster from US Bank. Daniel shares his remarkable journey from being a pro skateboarder to becoming a healthcare banker. Raised by a single mother in Upland, California, Daniel navigated the world of professional skateboarding before an injury redirected his …
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Ep 5. S 2 - Raising Fees - Why is it so hard?
34:38
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Welcome to our exploration of a topic that many tax professionals and licensed practitioners often grapple with: raising fees. Despite the ever-present dynamics of inflation and market forces, numerous professionals find it incredibly challenging to increase their rates. In this episode, we'll dive into several key reasons behind this hesitation an…
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Welcome to Episode 195 of The Numbers Game. Today Marty dives into an issue that faces us all, dealing with anxiety and stress in business. We explore our own personal strategies for coping with stress, recognising anxiety triggers, and the value of self-care. On this episode, we discuss: Dealing with Anxiety in Business Personal Experiences with A…
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Meris Ota: Structural Engineer to Development Coordinator
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In this episode of SF Commercial Property Conversations, Bruce Bean sits down with Meris Ota, a structural engineer turned development coordinator. Meris shares her journey from growing up on the Big Island of Hawaii to studying at Stanford University and transitioning from structural engineering to real estate development. Discover the pivotal mom…
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307 Take the shortcut!! With Hector Cantu, EA
24:13
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind You can figure out how to make the changes you need to make to your firm out on your own. But just because you can doesn’t mean you should. I talk with Down to 40 Hours CPA Masterminder Hector Cantu about the difference between DIYing and ta…
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219: Do Not Waste This Asset In Your Business Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed
25:44
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We are all given the same amount of time each and every day, and what you do with it is ultimately your decision, but if you are wasting your time on something that isn’t helping you reach your goals or the level of success you are looking for in your business, it’s time to really take a look at where your time is being spent and make some changes.…
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35 - Building Effective Partnerships: Navigating Outsourcing in the Accounting Industry with Andrew Garvey
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Join Laurence Whittam in the latest episode of "Business Beyond Borders" as he chats with Andrew Garvey from BeFree about the intricacies of outsourcing in the accounting industry. Discover the importance of effective communication, comprehensive onboarding, and treating outsourcing partners as integral parts of the team. In this episode, you will …
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3.19 REALTY Funnels Podcast with guest Patrick Francey of Real Estate Investment Network
57:38
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Learn how to unleash the power of real estate for wealth building and financial success. Discover the best strategies for investing in real estate and building wealth through property ownership. Whether you're a seasoned investor or just starting out, this video will provide valuable insights on the benefits of real estate investments and how to ma…
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Converting a Dozen+ Houses Into Triplexes with Kelly Caldwell
1:04:10
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This week’s guest is the lovely Kelly Caldwell, who has converted over a dozen single family houses for basement suites AND garden suites. Together with husband Jeff Caldwell, they’ve become leaders in their community, Collingwood, ON filling in the missing middle working closely with local government as such they were invited to be a part of a new…
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COVID tax fraud that hasn't ended yet with Catherine Tindall
32:23
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In this episode Steven is joined by a fellow CPA, Catherine Tindall, to talk about the Employee Retention Credit (ERC). One of the many programs created as a result of COVID the ERC is often in the headlines for all the wrong reasons. Along with doing tax work for financial advisors (their personal and business returns), Catherine specializes in he…
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218: Are You Taking The Time Your Body Needs To Rest Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Owner
4:51
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
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31: Is Your Business Bringing You Joy? With Emily Aborn
28:17
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Today we have one Emily Aborn, who is a copywriter and host of the Content With Character podcast. Emily always knew she wanted to be an entrepreneur, but like many entrepreneurs had a winding path till she found her dream business. In today’s episode, we are going to cover how to find alignment and joy in our businesses and the butterfly effects o…
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Bucket Companies - Everything You Need to Know
34:09
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Welcome to Episode 194 of The Numbers Game. This episode is all about making sure you're paying the least amount of tax legally possible, specifically through the use of bucket companies. We take you through strategies and examples for using bucket companies to reduce tax liabilities, protect assets, and grow family wealth! On this episode, we disc…
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Lead Generating Legends! - 5 Lead Generation Ideas for Realtors - Part 1
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This is Part 1 of my new series, 'Lead Generating Legends,' we dive into effective strategies for real estate professionals to supercharge their lead generation. Each part in this series will unveil five actionable lead-generating ideas, from creative online tactics to impactful offline methods. Tune in to discover fresh approaches, gain practical …
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The Process to Achieve More Freedom in Your Accounting Firm with Geraldine Carter
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Send us a Text Message. Are you constantly bogged down by the never-ending demands of your accounting firm? Struggling to find time for yourself amidst the chaos? Feeling overworked and overwhelmed is common among accounting professionals. The stress of juggling multiple tasks and tight deadlines can leave you with little to no freedom. It's time t…
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Retainers and Shock and Awe - Improve your collections and Impress those Prospects
9:06
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Collecting retainers has been one of the best things that I ever did. I collected a 50 percent retainer on tax preparation. I would do at least a 50 percent retainer on collections cases. If you want to know more and how to handle this in your tax practice, this episode is for you.By Dan Henn, CPA, CTR™
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Private Equity Considerations For Selling Your CPA Practice with Intermediary Laurens Ball
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Hear first-hand experiences on dealmaking from broker, Laurens Ball, on considerations for private equity buyers and finding the right fit. Whether selling your firm or looking to buy, finding the right cultural fit for your clients and team is key. When considering private equity deals it becomes paramount to consider the buyer’s background and in…
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306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA
42:05
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42:05
Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Running and growing your accounting practice can feel like a lot –– and maybe sometimes a hair more than you care to manage. Yet, how to change, what to change, and in what order to change things can be far from obvious. In this conversation…
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217: Benefits Of Being A Solopreneur Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed
24:41
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Starting your own business and making sure you are profitable is a dream many of us have. Determining whether you will be an entrepreneur or a solopreneur is one of the first things you should consider when starting your business. Many people believe these two are the same, but there are some pretty major differences between the two. In today’s pod…
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34 - Mastering Social Media and Strategic Marketing for Accounting Firms with Alyssa Dillon
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In this episode of "Business Beyond Borders," Laurence Whittam sits down with Alyssa J. Dillon from Money Maker Mastermind. Alyssa shares her journey of helping accounting firm owners achieve significant growth by leveraging social media and strategic marketing. In this episode, you will be able to: Learn How to Leverage Social Media for Growth: Di…
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Nima Moridi: Silicon Vally Commercial Real Estate Expert
21:10
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In this episode of SF Commercial Property Conversations with Bruce Bean, Bruce interviews Nima Moridi, a seasoned Silicon Valley commercial real estate expert. Nima shares his journey from helping his father with real estate tasks in his youth to becoming a significant player in the Silicon Valley real estate market. He delves into his family's ric…
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37-point checklist for reviewing life insurance? with Tony Steuer
28:44
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Taxes are just one piece of the puzzle and in this episode, Steven is joined by someone who specializes in a different piece of the puzzle: life insurance. Tony Steuer has decades of experience reviewing life insurance policies to help clients understand whether the policy really is set up to do what they think it's supposed to. Steven and Tony don…
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216: Experiencing Anxiety Instead Of Avoiding It Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed
5:24
5:24
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5:24
Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
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1
30: How to Market Your Business with NO Money
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Today, we have on author Duane McHodgkins who has found more security and financial freedom in starting his IT company than working for a company. We also talk about how he started his business with no money and why you don't need a business plan to start. In this episode we are covering: Why you don't need a business plan to start just to start Th…
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Clementine Boshevski - The Highs and Lows of Building Salt Lab
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Welcome to Episode 193 of The Numbers Game. In this episode, we are joined by special guest Clementine Boshevski’s, founder of Salt Lab. Clementine shares her entrepreneurial journey, from starting a gym to creating Salt Lab, and her incredible resilience in the face of losing $1.5 million dollars worth of stock in a devastating warehouse fire. Dis…
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Overcoming Buyer Objections In The Post-Settlement World!
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In this episode of "Don’t Be A Basic Biscuit: A Real Estate Marketing Podcast," we sit down with Mark Seiden, the innovative mind behind WelcomeToTheCommissionRevolution.com. Mark has been getting buyer representation agreements signed for over 15 years, well before the agreements were ever required by law after the Real Estate Commission Settlemen…
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Reid Tileston: Grit It Done: A Low-Risk Guide to Entrepreneurial Business Ownership
11:58
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In this episode of SF Commercial Property Conversations, Bruce Bean sits down with Reid Tileston, an entrepreneur who has mastered the art of business ownership by acquiring and growing existing businesses. Reid shares his journey from high school taxi business operator to successful business owner and author of "Grit It Done". Episode Highlights: …
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1
Offer-in-Compromise Doubt as to Liability vs Audit Reconsideration
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By Dan Henn, CPA, CTR™
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1
Pitching & Building Tiny Homes on Dragon’s Den With Victoria Cluney
1:08:23
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Real estate development for it’s lack of long term tenants makes more sense which is a great segway for this week’s guest Victoria Cluney fresh off recording a show on Dragon’s Den to pitch her Tiny Home community and manufacturing of tiny houses!! Victoria is under a hush agreement about what happens on her episode but will share her experience au…
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33 - Enhancing Firm Security and Efficiency: Expert Tips and Strategies with Roman Kepczyk
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Join Laurence Whittam and Roman Kepczyk as they explore essential cybersecurity and talent management strategies for accounting firms. Learn about the AICPA cybersecurity checklist, the importance of regular security training, and the benefits of hybrid and remote work models. In this episode, you will be able to: Understand the importance of regul…
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Fast Finance: How Apple is Changing Spending Habits
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Welcome to Episode 192 of The Numbers Game. In this episode we dive into the intersection of money and technology, focussing on tech giant, Apple, and their recent “buy now, pay later” feature. We get into how these smart moves Apple is making could dominate the market, at the same time, the concerns it raises around the impact on spending habits a…
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1
Kevin Cote: Sports Marketing Expert Extraordinaire
14:51
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In this exciting episode of SF Commercial Property Conversations with Bruce Bean, we sit down with Kevin Cote, a distinguished sports marketing expert with a remarkable career trajectory. From humble beginnings in Carson City, Nevada, to leading sports partnerships at Facebook (now Meta), Kevin shares his incredible journey and insights into the wo…
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305 Hiring is not the Solution to CPAs Overworking
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Want info on Down to 40 Hours CPA Mastermind? Check out: geraldinecarter.com/down-to-40-hours-cpa-mastermind Working more hours than you want can be a tough place to be. A place that you want to get out of as fast as possible. It would make sense to think that hiring someone to handle the excess work is the solution. I want to show you why hiring m…
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In this episode, we dive into the topic of leadership. I explore what it means to be a leader, sharing personal stories and experiences. Discover the 13 rules of leadership and learn how you can apply them to your life to become a powerful and effective leader. Whether you're leading a team, a family, or your own life, these insights will inspire a…
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215: Accurately Categorize Your Transactions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed
20:53
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When you are utilizing a computerized software system to do your bookkeeping, it will save you time if you are taking advantage of all the bells and whistles it has to offer, but how do you know that everything is getting classified in the proper accounts? One of the tradeoffs you have when you are using functions such as bank feeds and automatic d…
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In this episode of SF Commercial Property Conversations, host Bruce Bean sits down with Rod Linhares, a veteran in nonprofit fundraising. Rod shares his extensive experience and offers invaluable insights into the art of asking for money, applicable to both nonprofit and for-profit sectors. Listeners will discover: The importance of building relati…
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Finding help for all of these value adds? with Brody Rosenfeld
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This week Steven is joined by Brody Rosenfeld, a CFP who leads a team of professionals supporting financial advisors as they serve their clients. Steven has worked directly with Brody and knows first hand the value partnerships can provide. Brody and Steven have a great conversation about the pros and cons of outsourcing and how even if you never o…
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214: Building The Skill Of Determination Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
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29: Start Taking Action in Your Business and Let Go of Fear
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Today, we are talking about pulling the trigger, making decisions, and not letting fear stop our business growth. Our guest is , Ron Nussbaum founder of Builder Coms a communication platform tailored for the construction industry, aiming to revolutionize how builders and contractors communicate and collaborate on projects. He is also the host of Th…
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