show episodes
 
Thanks for tuning in to The Real Estate CPA Podcast, a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. Our episodes generally run 10-20 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. Your host, Brandon Hall, runs a CPA firm that exclusively serves real estate investors and real estate business owners. He works with synidcators and developers clos ...
 
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.
 
Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Learn more about Brian and Bo, read, listen, or watch the show, follow the blog, and connect directly to go beyond common sense at www.moneyguy.com.
 
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.
 
CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations. We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart thei ...
 
This is THE PODCAST for learning about how to dominate your professional accounting or finance career and how to become certified in your field as a CPA, CMA, EA, CIA or CISA. Bryan Kesler walks you through the steps he took to pass the CPA exam while working full time and hosts interviews with people very similar to yourself to learn how they are successful in their careers. Bryan launched his blog theCPAguide.com and CMAguide.com in July of 2012 and has helped thousands of people sign up a ...
 
Growing Your Firm is the Top Podcast for Ambitious Firm Owners to find tips, tactics, and strategies on how to Grow their Firm (or practice!). In this podcast we'll be interviewing Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.
 
Welcome to Change Your Mindset (formerly known as Improv Is No Joke) where it is all about believing that strong communication skills are the best way in delivering your technical accounting knowledge and growing your business. The way of building stronger communication skills is by embracing the principles of applied improvisation. Your host is Peter Margaritis, CPA a.k.a. The Accidental Accountant, will interview financial professionals and business leaders to find their secret in building ...
 
Simply Tax cuts through the static of the tax world and doesn’t waste your time by needlessly tossing around technical terms and citing code sections. Host Damien Martin has a knack for boiling down complex issues for business professionals who need a trusted advisor to help strengthen their tax mind.
 
THRIVEal is a place where CPAs build Community, Collaborate, focus on Technology and Innovate for the future of the CPA industry. The THRIVEcast, the monthly podcast from the Network, is Jason and Greg's dysfunctional journey through the changes taking place in the public accounting space. Journey with them and their warped humor to a place of greater business enlightenment in your business and in your freakin' life! Change is coming… (dang it!)
 
Hosted by Jessica Mae and Marilyn Parham CPA, the Pay Play Profit Podcast for eCommerce and Online Business features practical and passionate conversations about business, finance, tax, operations, leadership, growth planning, Profit First, and more. With decades of combined in-the-trenches experience serving small business owners and their teams, learn how to be a ProfitHERO™️ and what it takes to build an online financial powerhouse from startup to scale-ready while creating more pay, play ...
 
The Passive Investor Show where John Fortes interviews real estate experts about the fundamentals about passive investing. The show was designed to help working professionals understand that they don’t have to create another job to create another stream of income. We all understand real estate but not all of us want to be landlords, so we created the audio experience for the passive investor so they can understand the hands-off approach to investing in private real estate syndications. ***An ...
 
Straight talk with Stacey Brown Randall from Growth By Referrals and Sticky Client Experiences to help small business owners and solo-preneurs grow their business by generating referrals without asking and bringing in new clients in an authentic way so that you stay in your expert space (attorney, CPA, financial advisor, realtor, consultant, coach, etc.) AND leave behind the worry of being seen as the "always hustling salesperson." Stacey's journey from business failure to business success p ...
 
Hosted by a professional forensic accounting investigator, this weekly podcast seeks to find the best tools, practices, opportunities, and people to answer your questions about fraud and forensic accounting. Every week is a conversation with an expert in the fraud or forensic accounting industry who has a story to tell, ideas and wisdom to share, successes to inspire, and failures to confess. Where can you find the right credentials for your career? Where can you find the right training for ...
 
The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
 
The CPA Australia Podcast brings you the best in on-demand commentary and thought leadership across a variety of topics related to business, leadership and accounting. Each week, our podcast will help you increase your knowledge of business related topics and point you to some of the world’s best resources in strategy, finance and public practice accounting. Never miss an episode by subscribing today via iTunes.
 
Give a gift to yourself each week during this podcast to go on a self journey and explore the internal beliefs that drive your patterns and habits that can show up in ways that prevent you from what you want most in your life, whether at work or at home. During this podcast, Amy Vetter, a CPA, Yogi & Technologist, and the author of Business, Balance and Bliss, will explore how we can break from these beliefs with her guests that are leaders in business, health & wellness, mindfulness, spirit ...
 
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show series
 
At the PICPA Personal Financial Planning Conference on Nov. 5, Brian Carney, cofounder of RiversEdge Advisors in Wilmington, Del., will present a session on personal financial planning considerations for individuals entering into a second marriage. Among the topics he will discuss are budgeting concerns, assets and debt management, and estate plann…
 
Brian Mittendorf is a designed professor of accounting at the Fisher School of Business at Ohio State University and former associate accounting professor at Yale School of Management. Today we discuss donor advised funds and charitable giving.Connect with Brian on Twitter @CountingCharityTo download The Real Estate CPA's in-depth guide to qualifyi…
 
Phil sits down with Stefanie Peterson who runs his company's social media to discuss how and why you should use social media marketing. It can be overwhelming and seem pointless, but Stefanie walks through few practical steps to aid in beginning creating an online presence. Want Stefanie's help? Visit: www.likeablelocal.com…
 
Generally speaking, selling is not a CPA's favorite thing in the world to do. But without sales and without marketing, CPAs wouldn't have any clients to do the work they actually enjoy doing, for! Randy talks with Gary Kravitz, longtime consultant and marketing professional, startup entrepreneur, and current partner with Integrated Growth Advisors,…
 
John Garrett, arguably the funniest man in accounting (in a good way 😊), joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. John was a guest about two years ago on the show, and he mentioned working on a book back then. That peaked our interest, so naturally when that book was published, we definitely had to invite …
 
More keenly aware of the competitive price of employee burnout and workforce attrition — many midsize companies are today busy rethinking how they attract, hire and inspire employees. The Workplace Champions Podcast explores the innovative workforce practices of talent-minded business leaders tasked with opening a new chapter of growth for their mi…
 
I think it's safe to say that 2020 is a year we would all like to leave behind. If we could travel back in time, there are lots of things we would have told our 2019 selves to do differently. Take that trip, go to that movie, invest in virtual meeting software! While we don't have a Delorean, and our flux capacitor isn't operating at full capacity,…
 
Investor 101 with Gene Trowbridge: How are syndications and blind pool funds structured? We welcome back Gene Trowbridge (previous guest of episode JF90) and his attorney background and ask him exactly how syndications and blind pool funds are legally structured and put together. Considering passively investing? Here’s how it works: What is Multifa…
 
Sponsors BQE CORE: http://cloudaccountingpodcast.promo/core ClockShark: https://cloudaccountingpodcast.promo/clockshark OnPay: https://cloudaccountingpodcast.promo/onpay Show Notes String of Firms That Imploded Have Something in Common: Ernst & Young Audited Them https://www.wsj.com/articles/string-of-firms-that-imploded-have-something-in-common-er…
 
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on what ETFs are and how the ETF creation and redemption process works. ETFs have a unique creation and redemption process that differs from mutual funds. An ETF publishes a list of all the securities it wants to own at […] The post The Creation and Redem…
 
Dentists may have hidden profits in their practice that they’re not earning due to lack of information. There are many dental metrics software tools that allow dental teams to collect key information. However, the trick comes in how it’s captured and reviewed, and how to take actionable steps. In this episode of The Art of Dental Finance and Manage…
 
-------- Podcast Host: Mike Jesowshek, CPA - Founder of JETRO (www.JETROtax.com) Article: https://www.jetrotax.com/top-7-most-common-bookkeeping-mistakes-made/ FREE Bookkeeping Training Program Sign-Up: http://www.JETROtax.co/BookkeepingTraining JETRO Packages: https://www.jetrotax.com/packages/ Book an Initial Consultation: https://harmonizely.com…
 
Back in the late 1980s, Mike Brower’s list of audit clients included a roster of oil and gas companies as well a local university and a number of different state and local government entities. It was the type of client list that any accountant based in and around Cheyenne, Wyoming, might covet, a fact made all the more undeniable by having Taco Joh…
 
The series continues and this week we are deep diving into the questions financial advisors/planners, wealth managers, insurance agents, and bankers ask when they get serious about generating referrals. And by serious, I mean they start doing the work and then specific questions pop up. We're tackling those questions. You can find the resources and…
 
Felicia Farrar, a CPA, CFE, and now a PhD candidate as well, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. We haven’t touched on careers within governmental accounting in a while, so this episode will be a refreshing change. Felicia joined us for this program to discuss her career path that started with several…
 
Vinney Chopra started his real estate investment firm from scratch and learned how to attract accredited investors. Since coming to the U.S. more than 40 years ago with only $7 in his pocket, Vinney Chopra has achieved success in a number of arenas: marketing, sales, motivational speaking and real estate investing. Despite the trials and tribulatio…
 
Today, we dive into personal versus business finance and why you need to know the difference. This is one area a lot of people get into trouble with – but try to look at this as an area of opportunity. Whether you're a person who owns a business, either as a side hustle or as a full-time business, it's critical you understand your personal finance …
 
https://vimeo.com/469301679 https://www.currentfederaltaxdevelopments.com/podcasts/2020/10/17/2020-10-19-faqs-not-protected-from-scrutiny-as-irs-had-hoped This week we look at: PPP forgiveness application deadline is not October 31 Fax line to send in Forms 1045 and 1139 will shut down at the end of 2020 Draft instructions to Form 8895 indicate tha…
 
The year 2020 will be remembered for many things, not the least of which has been a race relations awakening. The accounting profession, too, has joined in. Many firms have taken steps to build on previous efforts by forming in-house diversity and inclusion committees and bolstering board and executive involvement in said groups. For efforts like t…
 
Are you looking for a new way to generate ideas to solve your problems? Do you have the culture in place that accepts that all ideas are important ideas? Do you think of yourself as a creative person? What about your team? David Kelly, CEO of the legendary design firm IDEO, tells us about the importance of building creative confidence. In an experi…
 
Kearns Davis is a white-collar defense attorney with the law firm Brooks, Pierce. He is a former federal Assistant United States Attorney and past president of the North Carolina Bar Association. https://brookspierce.com/our-people/attorneys/kearns-davis In this episode, we discuss: What steps a lawyer takes when initially contacted by a client The…
 
What does a rock-n-roll photographer do during Covid? The Grateful Dead's photographer and friend of the show, Jay Blakesberg is back. Jay joins Jim and Larry to talk about his latest, yet-to-be named book about psychedelics. As usual he shares some great stories about working with different rock-n-roll legends. Produced By MJBulls Photos Courtesy …
 
Back in 2015, Katie Rooney was only 7 months into her first industry CFO role at Aon when her boss asked her to exit the office. “He came into my office on November 1 and said, ‘I’m retiring, and I want you to take on my role. I’m leaving in 8 weeks,’” recalls Rooney, who says that the news triggered a mix of surprise and fear, which she recalls ou…
 
Estate planning is by far and away the most ignored topic amongst the high paid professionals with whom I talk to every day. First of all, it’s not a very sexy issue. Who likes talking about dying anyway? It’s kind of a buzz kill. But I got news for you…eventually you are going to die and you probably won’t get to pick when. Remember—I’m a doctor s…
 
This week we look at: PPP forgiveness application deadline is not October 31 Fax line to send in Forms 1045 and 1139 will shut down at the end of 2020 Draft instructions to Form 8895 indicate that IRS not longer seeing charitable deductions as reducing QBI Taxpayer could not claim accrued expenses to restore manufacturing line until following year …
 
Once you've start building, you'll need to install some protections and tools to make sure you stay on track. This week, we discuss outfitting your Skyscraper of Wealth with scaffolding. Also, Andrew is going to replace his barbecues and loves 1-800-GOTJUNK because he, like Brett, loves throwing things away. === Connect with Us === Andrew is @cfoan…
 
Golidlocks and the Three Bears is a great example of a smart investment strategy. How so? Many investors get caught up in doing too much or let fear cause them to do too little while a "Goldilocks investor" discovers the balance of "just right." In this episode, we break down the numbers. What happens to your dollars over time if you time the marke…
 
Catalyst for corporate culture change and podcast host John Garrett joins host Damien Martin to discuss John’s latest book, What's Your "And"?: Unlock the Person Within the Professional, and the importance of having personal passions outside of the workplace. John shares some of the highlights of writing his book, how his message can help when adap…
 
Sponsors DEAR Systems: https://cloudaccountingpodcast.promo/dear ClockShark: https://cloudaccountingpodcast.promo/clockshark BQE CORE: http://cloudaccountingpodcast.promo/core Show Notes 07:15 – Microsoft will let employees work from home half the time https://www.cnbc.com/2020/10/09/microsoft-implements-new-hybrid-remote-work-policy.html 10:47 – S…
 
In a preview of her session at the Oct. 27 PICPA Women’s Leadership Conference, Karen Reivich, PhD, director of the resilience and positive psychology training program at the University of Pennsylvania, joins us to discuss the science of resilience. She also touches on ways resilience can be enhanced and overcoming psychological challenges during t…
 
"Hood uniquely combines three vital traits: He sees the future of the profession clearly; he discovers or creates supremely practical ways to move the profession toward that future; and he generates tremendous enthusiasm for the move in everyone he meets.” - Accounting Today Magazine Tom is one of the most influential leaders in the Accounting Prof…
 
Passive Investor 101 series provide investors with insight and expectations of alternative investing in multifamily syndications. We discuss what to expect from virtual multifamily conferences and the impact that COVID-19 has had on them. Considering passively investing? Here’s how it works: What is Multifamily Syndication? Everything you need to k…
 
If you have started your own business and now need advice or guidance on some of the trickier issues of how to grow, increase profits, improve cashflow or reclaim your life then please connect. Having spent most of my life running large businesses for other people I have also grown my own successful business(es) from the kitchen table to independen…
 
In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on the definition of ETF and how they compare to mutual funds. An Exchange Traded Fund (ETF) is a type of security with a collection of securities like stocks and typically tracks an underlying index. Although there are similarities to […] The post An I…
 
Anita Dennis from Dennis Communications, LLC first began writing about virtual Public Accounting firms in 1997. She shares her thoughts on what firms were doing in the late 90s and the parallels to today. Mentioned in this episode: Distributed by Design – A New Way of Working PCPS George Willie Ethnically Diverse Student Scholarship & Internship PP…
 
Content marketing can do wonders in generating leads for different businesses, even the legal profession. By providing free, accessible content that can be used by both your clients and your colleagues, you are essentially building credibility as an authority in your space, which in turn drive referrals and return business. A trial lawyer for 27 ye…
 
Dentists, like any other business owner, should strategically plan for exit well in advance of their anticipated practice sale date. Following the steps outlined by our podcast guest and business transition coach, Larry O’Toole, will help accomplish an optimal outcome when you’re ready to sell your dental practice. Preparing your practice exit and …
 
-------- Podcast Host: Mike Jesowshek, CPA - Founder of JETRO (www.JETROtax.com) Article: https://www.jetrotax.com/2020/10/12/what-is-the-statement-of-cash-flows-any-other-important-financial-statements/ FREE Bookkeeping Training Program Sign-Up: http://www.JETROtax.co/BookkeepingTraining -------- Podcast Website: https://www.jetrotax.com/podcast/ …
 
It’s not uncommon for career-building executives inside the finance realm to obtain an MBA in order to pivot their careers in a new direction. Such was the case for Sachin Patel, who after finding some early success as a systems engineer at IBM Corp. began to study the path before him more closely. “One of the things that you don’t very often get t…
 
Phil sits down with Stefanie Peterson who runs his social media to discuss how and why you should use social media marketing. It can be overwhelming and seem pointless, but Stefanie walks through few practical steps to aid in beginning creating an online presence. Want Stefanie's help? Visit: www.likeablelocal.com…
 
Our deep dive into referrals by specific industries continues and we move from the "selling of real estate" to the "home of real estate". This week we dive into a question that architects, interior designers, decorators, and others are dealing with COVID continues. The question is how to get new referrals from clients during a time when people have…
 
Today we're joined by Dave Van Horn, CEO and President of PPR Note Co., veteran real estate investor, and author of Real Estate Note Investing.PPR Note Co. focuses on distressed, non-performing notes. The company has done over 9,000 acquisitions and dispositions of these notes.Learn more about Dave and his work: https://pprnoteco.com/To download Th…
 
Mike Lovelace, a CPA, CMA, and CISA working as a fractional CFO and systems consultant with Vaco, joined us for this week’s episode of Where Accountants Go, the Accounting Careers Podcast. Mike has spent many years working as what many people refer to as a “fractional CFO”, and we have a frank discussion about both the joys and challenges that come…
 
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