show episodes
 
Smart 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 smart 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. Smart Strategy for CPA's is the show for you!
 
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/
 
As a small or medium size business owner, running the financial side of your business can be stressful and tough! We at The Quantify Group understand, and so each week long-time CPA's, Dave Ashworth and Alex Steinberg, will dive into intense topics to help you better understand different financial aspects of your business. Each episode welcomes special guest stars who help us show you how to use that information to promote your business’s growth. So, If you are a business owner or aspire to ...
 
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 the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
Host Hugh Duffy takes you behind the scenes with successful accountants, CPAs, and industry elites in conversations about growing a more profitable business. The podcast is meant to inspire accountants to embrace marketing and leverage it to accomplish their goals and provide them with more control over their practice and life. This podcast is created by Build Your Firm.
 
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!)
 
LeadershipNOW™ with Tom Mathews is the official vision and strategy podcast for WealthWave® & HowMoneyWorks® and features in-depth discussions on how to succeed as a financial entrepreneur and educator. Learn more about WealthWave® & HowMoneyWorks® and our vision, mission and systems at WealthWave.com and HowMoneyWorks.com. “Today a listener, tomorrow a better leader!” - Tom Mathews WealthWave® Leadership Center & HowMoneyWorks® Learning Center World Headquarters: 6475 East Johns Crossing, J ...
 
Join the host, Duane Mancini as he sits down with leading experts in the medical device industry as they share success stories, advice, pitfalls, trends and more for innovators in the MedTech industry. This podcast will also include feature episodes which will focus on disruptive new technology.
 
Creative Advising is a financial consulting office built of CPA's and CFP's that work together in helping their clients reach all of their financial goals. They help their clients organize their businesses throughout the year by taking over the day to day accounting tasks and implementing rigorous tax planning strategies that save their clients $10,000+ per year. In the Creative Advising podcast Steven, Sean, and Brian will dive into a variety of business related topics to help the most adva ...
 
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 ...
 
321 Biz Dev LLC is the number one bilingual (English and Spanish) 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: contac ...
 
Multiple Streams of Income is an innovative talk radio program that focuses on the need for multiple streams of income. With the economy raging like the perfect storm around us, we need multiple ways to protect ourselves and our families from what seems like inevitable damage. Join us weekly (Wednesday's at noon EST) to hear host Bernadette Trafton interview top rated CPA's, Lawyers, Real Estate Professions and various business owners who will share their stories, the reason for their chosen ...
 
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 ...
 
When a real estate agent has a client moving to another market, we are supposed to introduce them to an agent who can help them in that area. The truth is the vetting process is difficult. Real estate agents are busy and coordinating schedules can be tough. Fret no more as Chadwin Barley presents the solution through Heart and Sold, a podcast dedicated to providing the solution by allowing agents to be more easily found and to have a voice in the vetting process. Chadwin is a real estate age ...
 
Each month DHG Wealth Advisors will interview financial advisors, CPAs, lawyers, and a variety of financial services professionals to share planning strategies and investment insights to help you achieve your goals. This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell any security. The information is believed to be accurate as of the time it is distributed and may become inaccurate or outdated with the passage of time. You shoul ...
 
Who needs Medicare help? Everybody! Financial advisors do. CPAs do. People approaching age 65 do. People over age 65 do. Right, we have a lot of work to do! We bring you real stories and real suggestions so that you can make the best Medicare decisions possible for you and your family. Need more help? Call us at 248-871-7756 and our friendly and helpful advisors can help further. Also visit our website for educational content. www.bhgvault.com
 
Are you a young professional in Ohio? Then this podcast is what you've been waiting for. We cover the consumer and lifestyle issues that are important to you. Whether it's coping with student loans or improving your networking skills, we make sure that you have the tools you need to help your career and your life in the Buckeye State.
 
Sold With Webinars is a podcast for entrepreneurs, experts, consultants, and information marketers who want to sell more of their products and services online through webinar sales presentations. Your host, Joel Erway, has been creating and delivering effective sales presentations for more than 8 years with sales totaling more than $10Million as a direct result. Through interviews with other successful entrepreneurs, you’ll discover how to leverage webinars as a simple, effective tool to sel ...
 
The VSM Real Estate Podcast provides practical real estate investing advice. This weekly podcast features interviews with experts in the real estate industry including investors, owners, buyers, sellers, CPAs, attorneys, and more. This show will benefit both novice and experienced real estate investors with practical educational content and interviews. --- VSM Real Estate is a Minnesota based full service real estate advisory company. Their services include working with owners and investors, ...
 
Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor marketing str ...
 
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show series
 
Today I speak with Alan Weiss, owner of Summit Consulting and author of more than 60 business books, including Value-Based Fees, Million Dollar Consulting, Fearless leadership, and more. What we cover: Value-pricing requires a wholesale shift in thinking. You have to do a 180 - from starting with your costs and building to some form of cost+, to st…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210123-LURIRS-DavidRuzicka-HindWashington-Podcast-Edit.mp3 When Hind W. and her husband started buying rental real estate, the returns redefined their understanding of retirement. Today she shares some of the highlights from their last 3 years with David Ruzicka, replacing their W2 incom…
 
Guests: Ryan Firth, CPA/PFS, Shehan Chandrasekera, CPA, and John Strohmeyer, J.D., LL.M. With recent Bitcoin appreciation and the IRS becoming more proactive with tracing transactions, you may have clients interested in learning more or wondering how their activities impact their taxes. In this episode of the PFP Section podcast, experts Ryan Firth…
 
A strategic adviser to hundreds of CPA firms in the Mid-Atlantic region, Ira works vigorously to strengthen firm performance. Noted for his probing and conversational approach, Ira created Managing Partner On-Call, a coaching process to help Managing Partners make the right impact and test their ideas. Optimum Strategies' primary focus is on strate…
 
In this two part episode Phil interviews Jeremias Ramos, a New York tax profesisonal that runs a successful CPA blog. Phil and Jeremias talk about how working at home is working out well for his firm while being curious what the New York real estate market is going to look like in the coming years. They finish off their conversation with some very …
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210125-LURIRS-AlGordon-Podcast-Edit.mp3 Society teaches us that a good job and retirement account will bring us prosperity later in life… but Al Gordon gives listeners an alternative way to reach their dream destination and build lasting wealth in 5 years OR LESS!…
 
There’s no question that Power Offers are extremely powerful — no pun intended. In our Power Offer Workshop, some of our clients have made up to $20k in one day. But what is it specifically that charges them up to get you consistent buyers? In this episode I dig into how to develop a Power Offer that will attract your best customers, and the psycho…
 
The continuing COVID-19 crisis has forced employees nationwide to work from home in large numbers. This in turn has spurred businesses to think about their leases, in particular whether they should apply for lease concessions. To explore this question, we sat down with Ane Ohm, cofounder and CEO of LeaseCrunch, to discuss the difference between lea…
 
We’re approaching the third wave of Paycheck Protection Program (PPP) relief, and while we’ve seen these before, there’s good reason to be prepared for what’s new this time around. Erik Asgeirsson is the president and CEO of CPA.com. Joining him is Lisa Simpson, who leads the American Institute of CPAs’ Private Companies Practice Section in the dev…
 
In this episode, Frank and I discuss the science of networking and the power of doing it effectively. Frank Agin Bio: Frank Agin is the founder and president of AmSpirit Business Connection, an organization that empowers entrepreneurs, sales representatives and professionals to become more successful through networking. In addition, he consults wit…
 
This week we look at: Penalty relief related to partners’ tax basis capital IRS provides limited option for ERC claims on 4th quarter 941 Revised PPP First Draw Maximum Loan Calculation PPP Borrowers Who Received Too Much Have to Pay Excess Back Second disbursement for PPP First Draw Loan procedures Gross Receipts Calculation for Second Draw Loans …
 
You already know that being an accountant is tough, and being an accountant and a mom is tougher, but being an accountant and single mom should seriously come with its own awards ceremony! As a single working mom, you probably feel like you’re running a marathon every single day, while only being trained to walk a 5k at best. If you’re like most si…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210124-LURIRS-MikeHarrison-Podcast-Edit.mp3 Mike Harrison clarifies confusing calculations and reviews important real estate equations, acronyms, and buzzwords that every investor should know to make the most informed decisions impacting the years to come.…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210124-LURIRS-AndyWebb-Podcast-Edit.mp3 Are you in control of your income, employment, retirement, and time? Andy Webb shares the time-tested solution to regain control over each of these areas, by focusing on what you CAN control!By Professional Real Estate Investors
 
Nothing is clearer with these Covid-19 lockdowns than understanding you can only focus on today. Tomorrow never comes. Meaning, prior to Covid-19 lockdowns, white collar small business owners used to say “business will get better” or “I think business is improving” or “when the economy gets better” or “I’m doing okay now”. Support the show (https:/…
 
A true titan in the California real estate industry, Kenny Session is the real deal. After restructuring from the mid 2000's real estate and mortgage crisis, Kenny is connecting buyers and seller with agents throughout California...but this time in a virtual environment. Kenny has the recipe for real estate success and is starting where he left off…
 
This is a red alert episode. Please do not listen if hearing truth is a challenge. If the business owner is not making an effort to increase revenue more than the competition, then he or she is not really a business owner. This person in charge of the company...the CEO, the president, the principal, the sole proprietor...is really an order taker. A…
 
What our consulting firm sees is many white-collar small business owners are deficient in finding new clients. Yes, business owners think about needing more clients day and night. The mental energy is focused on finding new clients but the action plan is missing. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)…
 
Can you imagine a situation where a Los Angeles CPA is the most talented in the city, but interviews with prospects are adversarial? The CPA knows his or her industry well, but is unable to connect with the prospect to add the new client to his or her practice. I have seen this outcome over the last six years. Again, this is not good for the CPA no…
 
This episode highlights intermediate to advanced small business owner material for attorneys, CPAs, dentists, plastic surgeons, insurance brokers and real estate brokers. Each industry has an advantage component superior to the opportunity component. This episode is sponsored by Moraima Lescay, Miami, Insurance Broker. Support the show (https://pay…
 
321 Biz Dev advises agents and their brokers to take a different path than the training programs most real estate trainers use. 321 Biz Dev believes new agents should contact as many people as quickly as possible in their first few weeks. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210122-LURIRS-AlGordon-Gordon-Podcast-Edit.mp3 Gordon had diligently followed society’s roadmap but was nearing “retirement age” and nowhere near having a big enough pile of cash to live off for the rest of his life. Choosing to change his path in 2018, he shares his Financial Freedom st…
 
I’ve been lucky enough to witness the incredible growth and success of multiple members of our Mentorship program. And today I want to spotlight one in particular. Brad is in the trading space and was looking for a way to diversify his traffic. He learned all he needed to know about YouTube Ads not from paid classes or coaches, but by listening to …
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210121-LURIRS-AlGordon-Podcast-Edit.mp3 Al Gordon shares how connecting with his local community of like-minded real estate investors has given him insights to deals, advice, and the wisdom of multi-millionaires who have achieved financial freedom, and how much value can be gained for br…
 
Listen Nowhttps://episodes.castos.com/5e7f8ad9ba7434-83629097/210121-DelWalmsley-Its-Not-The-Politics-Its-The-Lifestyle.mp3 Del Walmsley looks at items within the Biden administration’s agenda for his first 100 days in office, addressing how they are likely to affect your finances and what you should be doing about it.…
 
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