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RevRecGals

Susan Holmes and Natasha Castelli

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Insight into the operational side of revenue recognition accounting. A casual conversation between two revenue consultants with 30+ years of combined experience. Join us as we discuss the practical application of ASC 606 and hear stories of how revenue recognition is implemented in various companies and industries.
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Listen in as PwC specialists discuss today’s most compelling accounting, reporting, and business issues. Whether financial reporting or sustainability reporting, each episode is packed with insights you won't find anywhere else.
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Chad Peterman, host of Can't Stop the Growth, is driven by a personal mission to provide a platform for others to grow and thrive. CSTG offers reassurance, inspiration, and the recognition that making mistakes and facing setbacks are natural parts of the journey. Through his own thought leadership and engaging discussions with leaders, join Chad as he highlights the importance of personal development, pursuing greatness, and always chasing your potential.
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Membership strategy. How much do we really know about it? Membership is not a recognized subject of expertise. There are no degrees, defined requirements, career paths, educational tracks, or training programs. Membership organizations employ millions of people and generate billions in revenue, yet the strategies essential to membership engagement and growth have remained largely unknown, overlooked, guessed, or left to chance. Until now. The Membership IQ is a podcast dedicated to helping a ...
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Unofficial QuickBooks Accountants Podcast

Hector Garcia, CPA & Alicia Katz Pollock, MAT

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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.
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Description: Creating AI Trust is a very complex and hard problem. It is not clear what it is and how it can be operationalized. We will demystify what is Trustworthy AI, efficient adoption and leveraging it for reducing risks in AI programs. McKinsey reports indicates companies seeing the biggest bottom-line returns from AI—those that attribute at least 20 percent of EBIT or profitability to their use of AI—are more likely than others to follow Trustworthy AI best practices, including expla ...
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Welcome to Building While Flying: a weekly business podcast from Gary Vaynerchuk’s agency The Sasha Group. We are the small- to medium-sized business arm of VaynerX, the most contemporary independent holding company in the industry. At The Sasha Group, we teach, guide, and execute modern-day brand building and marketing for ambitious businesses looking for meaningful growth. Building a business isn’t linear. The journey is wrought with turbulence, delays, and re-routes. Those who win are res ...
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The Good Grow Great Podcast

Thalia Toha: Entrepreneur Magazine author | CEO, Adventurer, and Strategist

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Welcome to THE ultimate exploration place for small giants! Special thanks to you all in 72+ countries who have recently made us into Top 6 in our category out of 1.7+ million podcasts out there. "I don't believe you have to be a big name to make a big difference. It's the naked truth that ANYONE can be a small giant." - Thalia Toha. Thalia, the host, is the biggest advocate of small giants, who helps you create massive momentum in work, life, and business--even when you're still 'small'. Sh ...
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Welcome to the monthly State of the Industry podcast with John Elliott: a third-generation transportation professional, Chairman of the Truckload Carriers Association, and founder and CEO of Load One - a 100 million dollar expedite transportation company - and your host, Brandon Baxter. We’ve spent more than two decades in the industry. We’ve experienced driver shortages, truck shortages, recessions, financial constraints, technological advancements, and legislation… yep, we’ve seen it all. ...
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Welcome to the Black Law Firm Marketing Podcast! Are you a legal professional looking to unlock the secrets of successful law firm marketing? Look no further. Our podcast is dedicated to empowering black law firms with the knowledge and strategies they need to thrive in the competitive world of legal marketing. At the Black Law Firm Marketing Podcast, we understand the unique challenges faced by black law firms and the importance of tailored marketing solutions. With our expert insights, pra ...
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(This podcast was active until 2019). We millennials have a lot of stereotypes that are thrown at us on a day-to-day basis. Some are wrong. Like the fact that we’re all lazy. Some are right. Like the fact that we love brunch. The goal of this podcast is to introduce you to other millennial all-stars – small business owners, entrepreneurs, freelancers – and find out how they’ve managed their finances and grown their businesses. Each episode, we’ll also sit down with a cool, millennial CPA who ...
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Hello and welcome to The Analytics Show, the podcast of business through the lens of data science. Together, we’ll dive into learning and sharing where various industries are heading and how data and analytics is at the heart of shaping business growth and productivity. Let’s spark different ways of thinking about data and analytics that is relevant to you and prepare your business for future disruptions. I’m your host - Jason Tan - and I’m delighted you could make it on this journey with us.
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Text us your thoughts on this episode Our revenue miniseries continues with identifying the contract, the first step in the five-step model in the revenue standard. It's important to get this step right to appropriately apply the model for recognizing revenue. In this episode, we discuss: 4:10 – The five criteria to have a contract with a customer …
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Learn how mastering your mindset can create a ripple effect of positive influence in your life and business. Today we welcome a special guest, Nikki Lewallen Gregory, CEO of People Forward Network. Nikki shares insights from her career in mental health therapy, sales, and entrepreneurship, focusing on employee engagement and meaningful work. Learn …
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In the second episode of Cherry Bekaert’s Operational Effectiveness podcast series, Eric Poppe, a Managing Director in Cherry Bekaert’s Government Contracting Industry practice, is joined by Todd Angioli, a Director in the Firm’s Government Contracting practice with 20+ years of financial operations experience. Together, Eric and Todd discuss mid-y…
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Text us your thoughts on this episode Host Heather Horn welcomes back Will Evison, a director in PwC UK’s Global Sustainability, Climate, and Nature Strategy practice, to provide an update on the work of PwC’s Centre for Nature Positive Business and discuss the relationship between nature positive business strategy and reporting. In this episode, t…
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This episode of the Unofficial QuickBooks Accountants Podcast focuses on recent price changes announced by Intuit for QuickBooks products. Hector and Alicia provide a detailed breakdown of the new pricing for QuickBooks Online, QuickBooks Desktop, and related payroll services, discussing the significant increases particularly for Desktop products. …
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In this insightful episode host Megan Bedford sits down with Brigham Dickinson, president of Power Selling Pros and founder of the Power Certification program, to discuss growth strategies for the home services industry. Brigham reveals actionable tactics to boost contractor revenue by engaging customer service representatives (CSRs) more actively …
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Welcome back! In this episode, Sarah shares her story of receiving an exclusive invitation to attend the Inaugural White House Business Leaders Summit! She had the opportunity to meet with senior Presidential advisors to discuss current issues businesses - especially small businesses, are facing today. Sarah has observed that after COVID-19, the ex…
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Text us your thoughts on this episode This episode begins a podcast miniseries on revenue topics with a discussion of principal versus agent (PvA) or “gross versus net” revenue. In other words, the principal in a transaction records revenue on a gross basis and the agent records revenue net. The PvA analysis can be subjective but it's important to …
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Join us for this popular re-released episode! Mike Zuidema is a Biostatistics graduate with a background in research, the medical industry, and pharmaceuticals. In his role at Peterman Brothers, Mike has been instrumental in setting up the data infrastructure and streamlining access to information and he joins Chad Peterman to share how data-driven…
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This episode discusses various reporting dimensions in QuickBooks Online, including tags, locations, classes, customer projects, and custom fields. Hector and Alicia, explain how each dimension works, their limitations, and when to use them for different business scenarios. They highlight the differences between QuickBooks Online versions (Simple S…
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Summer in the HVAC industry comes with its own hurdles. Experience Matters host Andy Fuselier sits down with Josh Kelly, a renowned figure in the home services and HVAC industry. From navigating the high profitability and challenges of the summer season to the critical need for constant learning and adaptation, Josh shares valuable insights for ent…
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Text us your thoughts on this episode This episode dives into valuation relating to goodwill impairments, long-lived asset impairments, and business combinations. We discuss: 1:15 – The meaning of “fair value” in financial reporting 5:55 – Valuation considerations and insights related 6:20 – Goodwill impairments 34:30 – Impairments of long-lived as…
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✂️ In this episode, host Chad Perterman welcomes HVAC industry veteran Joe Crisara. With 47 years of experience in HVAC, plumbing, and electrical services, Joe brings a wealth of knowledge and actionable insights. Key topics include the transformative power of mindset in business, the necessity of eliminating ineffective practices, and the importan…
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Text us your thoughts on this episode In June 2024, PwC released its 2024 Global Corporate Sustainability Reporting Directive (CSRD) survey, which covers a variety of topics on the current state of companies’ CSRD implementation. In this week’s podcast, host Heather Horn welcomes back Nadja Picard, PwC’s Global Reporting Leader, to dive into the re…
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In this episode Hector and Alicia discuss the latest updates to the QuickBooks ecosystem for June 2024. They cover new features like the QuickBooks Online desktop app, backdating paychecks, split billing for accountants, I-9 employment verification, and QuickBooks BillPay Elite. They also share their experiences from recent accounting conferences a…
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Text us your thoughts on this episode This episode covers the latest developments in the world of crypto assets from the current landscape to the regulatory environment to the accounting. In this episode, we discuss: 4:13 – An overview of the market 8:42 – US legislative activity related to SEC Staff Accounting Bulletin 121 14:30 – Use cases for cr…
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David Zhao, Co-Founder of Pika, envisions a better front office experience for contractors. An advocate for single platforms like SurfaceTime for field work and Pika for home use, David sits down with host Chad Peterman to explore the transformative role of technology in the residential services industry. Throughout the conversation, Chad and David…
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In this episode of Cherry Bekaert’s GovCon Podcast host Eric Poppe, a Managing Director in Cherry Bekaert’s Government Contracting Industry practice, is joined by Vivian Kohrs, Director, Strategic Tax, and Bryan Weems, Senior Manager, Tax Credits and Incentives. Together they give an overview of research and development (R&D) credits for government…
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In this episode, Hector gives Alicia a tour of the QuickBooks Online desktop app, highlighting its features and benefits for users transitioning from QuickBooks Desktop. They discuss the app's customizable navigation, ability to have multiple tabs and windows open simultaneously, and the new split-screen view feature. Hector and Alicia also compare…
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Chad Peterman is joined by industry veterans Eric Howarth, GoodLeap, and Ken Goodrich, Goettl, to discuss the transformative power of consumer financing in HVAC businesses. Eric and Ken delve into the effectiveness of consumer financing and how it can revolutionize sales growth, drawing examples from successful companies like Renewal by Anderson, E…
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Join Sarah Sladek on this lively episode of The Membership IQ! Discover the emotional side of member engagement as Sarah shares her story of splurging on fabulous tortoise earrings and the buyer’s remorse that turned into a feel-good moment supporting a community cause. Learn how to elevate your association's marketing by highlighting the greater g…
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Text us your thoughts on this episode PwC provides a summary of the latest accounting, financial reporting, and regulatory updates to support your quarterly reporting. We begin this edition of The quarter close with a mid-year check-in on SEC comment letter trends. Spoiler alert: non-GAAP financial measures continue to draw the most comments from t…
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Text us your thoughts on this episode We conclude our miniseries on consolidation accounting with an episode on identifying the primary beneficiary of a VIE, the reporting entity required to consolidate the VIE. In this episode, we discuss: 3:15 – Determining which entity should consolidate the VIE 6:07 – The primary beneficiary power criterion 17:…
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Episode Description: How do you overcome fear in a leadership role? From navigating uncertainty to strategic decision-making, Chad Peterman unpacks the essentials of leading in challenging times. Drawing from personal experiences and extensive insights, Chad explores the critical role of attitude, the importance of over-indexing in care, the value …
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Text us your thoughts on this episode In this podcast, host Heather Horn sits down with Emily Kirsch, a director in PwC's sustainability practice, to discuss how companies are approaching the Corporate Sustainability Reporting Directive (CSRD) implementation process. The clock is ticking as companies navigate the various phases of the process, incl…
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In this episode, Hector and Alicia discuss the many accounting conferences happening in 2024, providing an overview of each one they plan to attend or have insights on. They dive into some of their personal experiences and what makes certain conferences unique, such as Appy Camp being invite-only for educators and Bridging the Gap focusing on welln…
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Learn how video can make your home service business competitive. In this episode of "Can't Stop the Growth," Megan Bedford welcomes Nancy O'Hare-Zika, owner and president of Yellow Dog Creative. Nancy dives into the transformative power of video marketing for home service businesses and reveals effective strategies to enhance brand visibility and c…
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Text us your thoughts on this episode We continue our miniseries on consolidation accounting and dive into the evaluation of variable interests and the characteristics of a variable interest entity (VIE). In this episode, we discuss: 1:24 – An overview of the VIE model 3:30 – Determining whether there is a variable interest 11:25 – Identifying “at-…
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In this episode of Can't Stop the Growth, Chad Peterman is joined by Paul Redman, founder of Contractor Commerce, to discuss the revolutionizing impact of online sales and filter subscriptions in the HVAC and moving industries. Paul highlights a moving company's instant quote system and the shift in consumer behavior during major purchases. The con…
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Text us your thoughts on this episode In this episode, Heather sits down with Marie Hache, PwC Sustainability partner, to discuss the practical challenges companies will face in implementing new mandatory sustainability reporting requirements. They cover leading practices including data quality considerations and getting ready for assurance. In thi…
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In this episode, Hector and Alicia discuss the challenges posed by QuickBooks Online's frequent version control changes and how they impact educators, users, and developers. They propose solutions such as reviving QuickBooks Labs to allow users to opt-in to beta features and creating stable and cutting-edge release options for users to choose from.…
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In this episode of Cherry Bekaert’s GovCon Podcast, Brynn McNeil and Craig Hunter both Assurance Partners in Cherry Bekaert’s Government Contracting Industry practice, discuss revenue recognition for government contractors. Listen to learn more about: The five steps for recognizing revenue under Accounting Standards Codification (ASC) 606 Understan…
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Welcome back to The Membership IQ Podcast! Get ready for an eye-opening episode where Sarah Sladek dives into the world of membership. Today, things look a bit different—Sarah’s got her shirt and earrings on backwards, all to emphasize a critical point. Introducing her new book, The Member Shift: Why Members Leave and the Strategy to Bring Them Bac…
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Text us your thoughts on this episode We kick off our miniseries on consolidation accounting with an overview of the consolidation models and lay the foundation to go deeper into the variable interest entity model in the next two episodes. In this episode, we discuss: 02:59 - Background on the two consolidation models 12:54 - The overall consolidat…
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In this re-released episode, Chad Peterman dives into the strategies and mindset needed to leave a lasting impression in your workplace. He explores how you can become the most indispensable person in your department by embodying a sense of urgency, continuously improving yourself, and helping others along the way. He will uncover key factors that …
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