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This timely podcast from the New Jersey Society of CPAs covers the latest issues impacting CPAs and accounting professionals in New Jersey. Topics range from legislative initiatives to accounting and auditing updates to economic issues and more.
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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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All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
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Federal Tax Update Podcast Series
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
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 unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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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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Hosts Pat Ennis (ENNIS Legacy Partners) and Walter Dehyle (GRF CPAs & Advisors) interview subject-matter experts on topics related to building transferable business value and business exit planning and strategies.
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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.
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John Garrett’s research involves asking professionals, "Who else are you beyond your job title?" 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.
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How should you future-proof your organization and your career in a complex and chaotic world? Host Bill Sheridan, thought leader with the Maryland Association of CPAs, gets answers from some of today's most forward-thinking thought leaders.
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Tune in to Construct-ive Conversations, hosted by Brown Edwards CPAs. Gain valuable insights on various trends impacting the construction industry in addition to accounting, tax planning, and financial management to help your business thrive in today's complex landscape.
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Beyond Bitewings focuses on helping dentists with the business side of dentistry. Our podcast episodes are a mix of outside experts, and discussions within our own team of CPA's, financial planning, and business experts. This is the podcast for those looking to strengthen your dental practice, run a practice more smoothly, and increase your take-home pay.
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This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients. On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap. This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkee ...
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You're focused on making important decisions to take your company to the next level, but who's counting? We are. Counting on trends and insight to move your business forward, operationally and strategically. Focused on helping executives achieve their highest potential, But Who's Counting is a podcast shedding light on and breaking down critical issues and opportunities for businesses in our rapidly changing economy. Brought to you by Anders CPAs + Advisors.
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How can I increase the value of my business? How can I increase profitability in my business? Is it possible to balance owning a successful business with living the lifestyle I desire? Welcome to the Cultivating Business Growth Podcast, where we answer all of those questions and MUCH MORE! We host weekly discussions designed to help you grow your business AND create the lifestyle you desire. Elevate your business with proven strategies from CPAs and business advisors. We discuss real-world c ...
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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
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Welcome to the Generally Accepted Accounting Podcast (GAAP, for all you accounting nerds) produced by Casey Peterson, LTD. We’re a firm of CPAs and financial advisors based in Rapid City, South Dakota. We talk tax, finance, accounting, audit, data analytics... and a bunch of other topics that sound REALLY boring, but that we’re gonna make hip and cool. Or we’ll try, anyway.
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Service industry business expert Brian Harding draws upon his many years of experience to share insights, strategies, tactics, and ideas to help business owners in service industries (like contractors, home and auto repair services, IT providers, CPAs, and B2B businesses) overcome challenges in their businesses. Brian takes on a wide range of topics small business owners face with growth, delegating, customers, employees, and processes, as well as the internal struggles and fears small busin ...
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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 ...
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The Tennessee Society of CPAs presents TSCPA Talks, featuring CPA smarts & CPA stories from our members and leaders in the field.
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Award-winning Colorado divorce attorneys, Ryan Kalamaya and Amy Goscha, provide an approachable, insider view to divorce, parenting, relationships, and breakups. Episodes will include conversations with experts such as custody evaluators, CPAs, mediators, and family law judges. Listeners can expect to receive tips, tactics, and a frank conversation about some of life's toughest topics. Many people think that divorce is like climbing a mountain. Ryan and Amy have guided countless clients to t ...
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321 Biz Dev is the number one consulting firm in the world offering sales systems and business development services for attorneys, CPAs, plastic surgeons, dentists, insurance brokers, real estate brokers.321 Biz Dev helps any small business owner with a sales function who wants to increase performance, productivity and profitability using superior business development and sales training tools. Podcast episodes focus on the four main sales functions: contacting, prospecting, appointment setti ...
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CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
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With each episode, your hosts Glenn Harper and Julie Smith will help you build your brand, tap into your greatness, and grow as an entrepreneur. Their guests bring intriguing and entertaining clarity to help you increase your confidence in building your business (and enjoy your journey doing it). Drive your passion, grow your business, and enjoy your journey. Since beginning Harper & Company CPAs Plus nearly 35 years ago, Glenn continues to evolve and change the way he wants CPAs to be perce ...
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Core CPAs & Advisors is a proactive firm assisting entrepreneurs, small businesses and its owners to structure & grow. Our professionals will elevate your knowledge and give you the confidence to structure your business and personal finances to create, and manage your wealth. Our team of professionals have over 100 years of practical expertise and have a passion for you our clients, and future clients.
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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.
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Join hosts Kelly Rohrs, CPA, and Bilal Mehanna, CPA, MST, as they dive deep into the world of accounting and share their wealth of knowledge on running a public accounting firm. Whether you're a seasoned CPA, an aspiring accountant, or a business owner looking for financial guidance, consider "From Zero to Millions: Accounting Edition" your go-to podcast for valuable insights and practical advice. Kelly Rohrs, a firm owner and an experienced CPA with over a decade of experience, is known for ...
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A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients, a better practice, and the life you deserve. Learn more about the WealthAbility® Network: https://wealthability.com/thenetwork/
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Valuation Podcast .com - A video and audio podcast on all topics concerning business owners and valuations. Melissa Gragg is a business valuation expert in St. Louis and the host, she interviews CPAs, company valuation experts, testifying experts, marketing experts, divorce expert witnesses, estate planning experts, management consulting experts, strategic planning experts, business lawyers and covers business topics pertaining to company owners and attorneys. http://www.ValuationPodcast.com ...
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Are you a financial professional struggling with your marketing? Do you want to find ways to simplify your marketing? Ready to learn how to integrate marketing into your everyday life? In this podcast, I’m keeping it real about the ups and downs of this entrepreneurial rollercoaster while giving you marketing strategies, ways to humanize your brand content through storytelling, and work-life integration tips that will help you on your entrepreneurial journey. I’m Bianca Smith, the founder of ...
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The Accounting For You podcast provides relevant tax and accounting information to help you and your business succeed. Visit us online: http://www.arcpas.com
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Essential tax knowledge every entrepreneur and investor should know, delivered in bite-sized chunks. Join host Justin Kurn and Dark Horse CEO, Chase Birky, for all of your need-to-know tax info.
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Join us for fruitful conversations about ethics and where our profession is headed as accountants continue to be a force for the public good.
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WealthWaveNOW™ with Tom Mathews is the official vision and strategy podcast for WealthWave & TheMoneyBooks and features in-depth discussions on how to succeed as a financial entrepreneur and educator. Learn more about WealthWave & TheMoneyBooks and our vision, mission and systems at wealthwave.com and howmoneyworks.com. “Today a listener, tomorrow a better leader!” - Tom Mathews WealthWave Leadership Center & TheMoneyBooks Learning Center World Headquarters: 3030 Royal Blvd. South, Suite 200 ...
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This series will focus on key skills and strategies available to our audience at their convenience to ensure strong client interactions during Great Season.
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Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a g ...
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Brought to you by Edwards Ingram CPAs & Advisors, Jesus Does My Taxes is a Faith-Based Podcast for small business owners who want to reduce their taxes and accumulate wealth.
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Discussions about accounting management, best practices, controls, throughput accounting, and GAAP for the accountant, controller, or CFO.
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Connecting Cannabis is a B2B-content podcast tailored for business professionals in the cannabis industry. The series provides content for both cannabis retailers and brands hosting the prominent individuals in the space. Owners of distribution services to cannabis CPAs, Connecting Cannabis aims to provide value to all of our listeners.
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Continuous innovation is a key factor in successful businesses. Companies that thrive are ones that can reinvent themselves. In this show, Kimberly Ellison-Taylor, the 104th Chair of the American Institute of CPAs, and Tansy Brook, the Senior Director of ERP Innovation at Oracle, speak with forward-looking business leaders on how you can adapt, lead change, and promote a culture of innovation in your organization.
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The ACCOUNTING ANSWERS PODCAST is hosted by Rob Brown, co-founder of the Accounting Influencers Roundtable (AIR). Join hundreds of others on our next virtual speed networking event for influential leaders and professionals in the accounting, finance and tech world: https://accountinginfluencers.com/events On this daily show with short, sharp episodes, Rob asks a range of experts and influencers the critical questions shaping the accounting profession. It keeps you informed of what's happenin ...
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Real Estate Investor, Developer, Mentor
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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 ...
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42 - Streamlining Success: Automating Accounting Practices with Wesley Hartman
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Join us in this insightful episode of Business Beyond Borders as we dive into the world of accounting automation with Wesley Hartman, founder of Automata Practice Development. Wesley shares his journey from engineering to revolutionizing accounting firms with cutting-edge automation strategies. In this episode, you will be able to: Understand the i…
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe Do you think like someone who bills, or like someone who prices? If you think like a person who bills, you might be leaving profit on the table. Learning how to price requires thinking like a person who prices. This episode will help you get this concept …
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AI's Impact on Tax Research and More w/ Piritta Van Rijn
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In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters. They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of exis…
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Episode 897: Top Industries Served by The National Canvas Magazine
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www.thenationalcanvas.com www.321bizdev.com www.insforsure.com Support the show Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comBy Rick Nappier
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Building Stronger Minds: Addressing the Mental Health Crisis in Construction
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Join host Eddie Thompson, CPA at Brown Edwards & Company, as he discusses the critical issue of mental health in the construction industry with Annalynn Barnett from YouTurn Health. Learn about the unique challenges faced by construction workers, available resources, and strategies for creating a supportive work environment. A Business Advisor for …
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186. Appreciation, Motivation, and Compensation
16:41
16:41
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The root cause of many problems we have with employees is not about how well they execute or perform their daily tasks It’s more often about them taking responsibility for seeing through a desired outcome. Tune in and I’ll explain how I think we often address this incorrectly as well as how we solved this problem in my own company. Check out Brian'…
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270: A&A Update with Brad Muniz – 10/1/24
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A recent Public Company Accounting Oversight Board (PCAOB) report provides insights into auditor independence issues found during PCAOB inspections. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources: PCAOB Spotlight: Inspection Observations Related to Auditor Independence Accounting and auditing …
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In this episode of The CFO Project Podcast, host Adam Lean sits down with Tom Griffiths, a fellow CFO and founder of Synergy CFO Solutions, to discuss how accountants and finance professionals can effectively sell CFO advisory services. Tom shares insights on changing the mindset around sales, uncovering a prospect's true needs, and handling object…
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Proactive Accountants: Moving Beyond Reactive Measures
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Ep: 6 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?" The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask: Are business owners any closer to …
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Episode 896: We Got to Get Better At the Game Or the Game Will Play You
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www.thenationalcanvas.com www.321bizdev.com www.insforsure.com Support the show Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comBy Rick Nappier
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NEW SHOW FEATURE: If you want to ask Ron or Ed a question and be featured on the show, please submit a voice recording from any device at https://thesoulofenterprise.com/questions SHOW SUMMARY: Since Luca Pacioli’s 1494 invention of double-entry bookkeeping, accounting has seen little innovation. GAAP, designed for an industrial economy, is outdate…
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Episode 895: Digital and Paper Business Magazine Subscriptions Now Available Across the US and Canada
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The National Canvas and County Canvas publish quarterly. Support the show Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comBy Rick Nappier
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#312 - Learning To Let Go Of Others’ Opinions
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As working moms, we often face a unique blend of expectations and judgments, both from others and from ourselves. We juggle career demands, family responsibilities, and personal aspirations, all while trying to meet a set of standards that sometimes feel impossible. It’s easy to get caught up in what others think about how we manage everything, fro…
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ABP #366 - How to Recognize Revenue from Non-Monetary Gifts
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How to recognize revenue from non-monetary gifts
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#531 Tax Advisor Playbook: The Tax Secret To Save Your Clients Thousands
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In this episode of the Main Street Business Podcast, host Mark J. Kohler explores tax-smart strategies for hiring family members. Learn about hiring children under age 18 without complex tax forms, managing finances through a Family Management Company, and leveraging tax deductions for adult children’s education and healthcare. Mark also provides i…
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027 - Fixed Assets and Cost Segregation with Dave McGuire
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Today’s episode is part one of our conversation with Dave McGuire of McGuire Sponsel, our new partner that helps with cost segregation studies. We’re revisiting our very first episode about cost seg and depreciation to get into some more details. This is a great episode for businesses looking for ways to possibly increase their cash flow or decide …
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Navigating Market Cycles & Investing in Hotels: The Power of Adaptability in Real Estate
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Are you curious about the potential of hotel investments in real estate? In this episode, I sit down with Mark Gonneau, an experienced real estate investor with over 25 years of experience, to explore his story in the hotel industry and the creation of his REIT. Tune in now and discover how he’s adapted his strategy to changing market conditions! I…
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#69 - The Best Method When You Need to Push Back and Protect Your Time
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Do you ever find yourself saying "yes" to every request, project, or favor that comes your way? As accountants, we're known for being reliable and dependable, but this can sometimes lead us down a path of overwhelm and burnout. That's why I want to dive into why it's so hard for us to say no and what the consequences are when we don't set healthy b…
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Reintegration Therapy in Family Law Cases in Colorado with Dr. Kathleen McNamara | Episode 211
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Welcome back to another insightful episode of Divorce at Altitude. This week, host Amy Goscha is joined by Dr. McNamara, a licensed psychologist with over 30 years of experience working with families navigating the complexities of divorce and two-home parenting. Together, they explore the topic of reintegration therapy and its role in family law ca…
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What does it take to be a female CEO of a Regional Bank? Tenacity!
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What does it take to be a female CEO of a Regional Bank? Tenacity! Our guest in today's episode is Angie O'Neill, President and CEO of MN Bank & Trust. Angie shares some very interesting stories and perspectives that were inspiring and motivating as well. How many female CEOs of a bank do you know? We didn't personally know any until today's show! …
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639: Wendy Walker is a Vice-President & Quilter & Runner [podcast]
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Wendy Walker, VP of Regulatory Affairs at Sovos, shares her passion for quilting and running. Wendy reveals how she began quilting eight years ago to connect with her mom, utilizing pictures and video calls to collaborate from different states. She discusses the therapeutic and creative aspects of quilting, highlighting its significance as a stress…
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What are the benefits of having "No! People" - individuals who challenge ideas, provide constructive criticism, and ultimately contribute to more refined and well-thought-out decisions - in your entrepreneurial team? Living Fast Forward - Building a Team that Challenges You Living Fast Forward Takeaways Surround Yourself with Challengers: Build a t…
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I used to run a segment called Real Talk Tuesday, where I shared the raw truths of marketing in a respectful way. I believe that “you don’t know what you don’t know,” and I think it’s time we dive into a couple of topics that need addressing. In this episode of the Simplified Marketing Podcast, we dive deep into two critical topics in social media …
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Do You Need a Coach on Your Entrepreneurial Journey?
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Get ready to dive into the fascinating parallels between coaching in business and sports. We emphasize the crucial role a business coach plays in guiding companies toward achieving their goals. We also tackle the ever-present challenge of staffing. Our discussion extends to the distinct nuances of different industries, illustrating how understandin…
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#530 Tax Lawyers Breakdown Harris vs Trump Tax Plan (FULL DETAILS)
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In this episode of the Main Street Business podcast, hosts Mark J. Kohler and Mat Sorensen analyze the potential tax changes as the Tax Cuts and Jobs Act nears expiration. They discuss Kamala Harris's proposal to increase capital gains taxes and enhance child tax credits versus Donald Trump's plan to maintain lower rates and extend business deducti…
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Episode 894: Sasser Virtual Bookkeeping Advisors-"Where Bookkeeping Has No Gray Areas"
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www.sasservba.com Support the show Thanks for listening to the number one business development consultant for white-collar company owners. www.321bizdev.comBy Rick Nappier
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Join host Adam Lean as he sits down with seasoned CFOs Dan May and Paul Weller to explore "The Day in the Life of a Full-Time CFO" on The CFO Project Podcast. In this insightful episode, Dan and Paul share their experiences and perspectives on the crucial role of trust, communication, and organization in their daily responsibilities. They discuss t…
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185. Establishing Your Training Meeting Routine
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Knowing what a "successful" meeting looks like is hard for people who don't have a history of holding or participating in meetings they would consider worth the investment. In this episode, I cover three items that will contribute to having meetings that result in willing participation, as well as active problem diagnosis and solving. If you're not…
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269: Evolve or Dissolve: Breaking the Accounting Firm Mold
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A new book, Accounting for Times: Evolve or Dissolve, delves into what accounting firms need to do to thrive in today’s business environment. The book’s authors – Rachel Anevski and Dr. Jessica Levin – join us to discuss how firms can adjust to the expectations of young professionals, private equity versus ESOPs, how firms can embrace AI, and more.…
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Revolutionizing the Books: The Future Accountant’s Path
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Ep: 5 Top experts answer: "Will the next generation of accountants be any different from their predecessors?" The Accounting Influencers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask: Will the next generation of…
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Elections, Tax Changes, and Compliance Deadlines
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Roger and Annie discuss the unique challenges tax practitioners face as 2024 draws to a close. They explore the potential impact of the upcoming election on tax law, ongoing issues with the Employee Retention Credit, and the looming deadline for Beneficial Ownership Information reporting. The hosts provide insights on how to approach tax planning a…
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#149: Strategies for Effective Communication With Your Bookkeeper Tax Preparer with Nancy McClelland
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Welcome to episode #149, where we discuss Strategies for Effective Communication With Your Tax Preparer and bookkeeper. Nancy McClelland, a top client accounting services ProAdvisor, one of the Top 50 Women in Accounting, and the writer of an award-winning blog, The Dancing Accountant, joins us to discuss how small businesses benefit from encouragi…
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NEW SHOW FEATURE: If you want to ask Ron or Ed a question and be featured on the show, please submit a voice recording from any device at https://thesoulofenterprise.com/questions SHOW SUMMARY: Ron and Ed welcome another CATO Institute scholar, Jennifer Huddleston, to the show to discuss the effects of technology policy on innovation and economic g…
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#311 - Everything You Need To Know About Setting And Sticking To Boundaries
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Do you struggle with setting boundaries and sticking to them? You’re not alone! This is a topic that many working moms find challenging - how to set and stick to boundaries. The thing is, we often have this misconception that boundaries are about telling people what they can or can't do. In reality, boundaries are more about what you need to do tha…
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#529 Tax Advisor Playbook: Help Your Clients Establish A Family Board
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In this episode of the Main Street Business podcast, host Mark J. Kohler focuses on the transformative role of family board meetings in a business context. He discusses how these meetings are crucial for asset protection, tax planning, and promoting family unity, offering a blueprint for implementing these strategies effectively in any business env…
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Supercharging Your Real Estate Business with AI: Actionable Tips from an Expert
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Revolutionize your business by leveraging AI and technology to scale and thrive in the 21st century. Join me in our latest podcast episode as Avery Swartz shares how you can harness the power of AI and technology to supercharge your business. It’s estimated that people that really get to know how to use generative AI tools can really see between 25…
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How to Clean Up Your Financial Situation to Sell Your Company
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In this episode, we're with Nolan Bradbury. He's located in Seattle, Washington, and the Founder of Bradfield Accounting and Advisory. He has two decades of experience and offers clear and practical financial advice to business owners, and in this episode, we're actually talking about how to clean up your financial situation to sell your company. W…
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41 - Navigating 7216 Disclosures: Legal Insights for Accounting Firms with Sara Sharp
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In this episode of Business Beyond Borders, Laurence Whittam sits down with Sara Sharp, a specialized attorney in M&A for accounting firms, to delve into the intricacies of 7216 disclosures. They discuss the importance of legal compliance, especially when dealing with outsourcing, and how firms can protect themselves while still navigating the comp…
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Navigating Business Deductions: Common Tax Questions Answered
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We're bringing back some of your most common questions about write-offs and tax deductions for dental practice owners. Ash is joined by Lynne and Lorainne Kent to talk about a broad array of topics, including the nuances of business expense deductions, home office claims, and considerations for travel-related deductions. They also discuss the proto…
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219. Solving the talent puzzle, with Lexy Kessler
24:57
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In this episode, we tackle the talent puzzle and discuss steps to secure the future of the accounting profession. I sit down with Lexy Kessler, Vice Chairman of AICPA and Mid-Atlantic Managing Partner at Aprio and member of the National Pipeline Advisory Group (NPAG), to dive into the finalized "Accounting Talent Strategy Report" and its bold solut…
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Ever feel like you’re juggling a million things at once, both at work and at home? You’re not alone. We’ve all been there—trying to keep up with an endless list of tasks, only to end up feeling overwhelmed and stretched too thin. But what if doing less could actually help you achieve more? In this episode, I dive into why we tend to take on too muc…
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Avoid M&A Pitfalls with Trust as a Guiding Principle
24:43
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Avoid M&A Pitfalls with Trust as a Guiding Principle We had Matt Hartranft in the studio today! Matt is a partner and M&A attorney with Brutlag, Trucke and Dougherty. We spent a great deal of time discussing how established trust is essential in shortening the duration of the deal to closing, and in deal negotiations in general. Matt says that in t…
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Preserving and Enhancing Industrial Legacies in the US Ft. Jules Brenner
35:30
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DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent…
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315 Nine Reasons for CPAs to Disengage Clients
20:59
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe If you don’t fire client who need to be disengaged or fired, you risk: Getting resentful Reducing work efficiency Not enjoying your work Not enjoying your accounting firm Staff suffering or feeling demoralized Staff leaving Not having capacity for a great…
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The Power of Mentorship and Creativity in Business
47:56
47:56
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How do mentors contribute to an entrepreneur's journey, and what qualities should one look for in a mentor? Glenn Harper and Julie Smith welcome Aaron Marcum, who shares his incredible story filled with challenges, growth, and invaluable lessons. From his early days as a top sales rep to founding a successful home care agency and Home Care PULSE, A…
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