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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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NJCPA IssuesWatch Podcast

New Jersey Society of CPAs

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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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But Who's Counting?

Anders CPAs + Advisors

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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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Future-Proof

Bill Sheridan of MACPA

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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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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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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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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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John Garrett’s research involves talking with professionals who realize that who you are is so much more than what you do. 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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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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Beyond Bitewings

Edwards & Associates, PC

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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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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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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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WealthAbility® for CPAs

The Rich Dad Media Network

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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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Federal Tax Updates

Roger Harris, EA and Annie Schwab, CPA

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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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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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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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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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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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Core CPAs & Advisors

Core CPAs & Advisors

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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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Main Street Business

Mark J Kohler and Mat Sorensen

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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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Intuitive By Nature

Intuitive By Nature, Bonnie Casamassima, Celeste Paige Sample

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Throughout the series we're chatting about all things intuition. What it is, how people connect with it, and how it can be so much more than we often have let ourselves believe. We’ll dive deep into insights, lived experiences, and share findings from a research project interviewing over 50 highly intuitive mediums and empaths from around the world. Join along to follow the insights from these conversations with doctors, nurses, therapists, CPAs, healers, and everything in-between as they sh ...
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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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Debt-Free Millionaire

Zack, with the Debt Free Millionaire Brand

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With two books about to be published and a new video game for youth, and adults, this podcast should take off quickly. We will be bringing on CPAs and real estate investors to talk through the process of becoming a Debt-Free Millionaire, or to go the other way and be okay with debt and become a millionaire. We let you make the ultimate decision but we will give you what you need to get there. Talk to you soon. Thanks to Xogos Gaming for sponsoring this podcast and for creating our game. We a ...
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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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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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Let's Chat is a show about Business Brokerage hosted by Jim Parker, Business Broker. Join us as he interviews the best business professionals in the business brokerage industry. Guests include fellow brokers - sales agents and buyers agents - as well as CPA's, Attorneys, people who have sold their businesses and those who have bought businsses. We dig deep and look at what it really takes to buy and sell businesses. If you are a business owner - from Main Street to Wall Street to the Family ...
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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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Each season of the Fraud Files, by FloQast Studios, takes the listener on a journey through a new fascinating true financial crime story. With an array of characters, and intricate sound design elements, the Fraud Files is truly a movie for your ears. Share and support the show by entering our tech giveaway! Find out more about the show, the cast, the crew, the giveaways contest, and the story, at www.fraudfilespod.com The Fraud Files, Season 1: The Financial Crimes of Dawn J. Bennett, is av ...
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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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Dive into the world of large-scale real estate with Brandon Hall and Dylan Brown, CPAs with deep experience working with major portfolio operators. The Major League Real Estate Podcast delivers actionable insights for those managing and building expansive portfolios. Delve deep into subjects from finance, tax, and intelligent market analysis, to mastering team dynamics, optimizing operations, and leveraging cutting-edge technology. The show features industry giants with storied successes, sh ...
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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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Podcast interviews with genius-level (top .1%) practitioners, scientists, researchers, clinicians and professionals in Cancer, 3D Bio Printing, CRISPR-CAS9, Ketogenic Diets, the Microbiome, Extracellular Vesicles, and more. Subscribe today for the latest medical, health and bioscience insights from geniuses in their field(s).
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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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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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Accounting for Change

Oracle Corporation

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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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Episode 5 of this 8-part webinar/podcast series is the official companion to the ⁠⁠REFRAME2024.com⁠⁠ we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in this series: Communications strategy with clients…
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In this episode of Growing Your Firm, host David Cristello interviews Randy Crabtree, a top influencer in the accounting industry. Randy, co-founder of Tri-Merit, discusses R&D, tax credits, and cost segregation, sharing insights on the success of his firm. Tune in for a valuable conversation on creating a culture of value and importance in the wor…
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Are you ready to reframe your law firm’s accounting experience and elevate your practice? In this episode, John Scott, CPA, AEP, joins us to discuss his understanding of the financial and accounting issues that law firms face today – and his unique approach to overcoming them… John is the Head of Legal VCFO at Summit Virtual CFO by Anders and a Par…
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Are you considering selling in a few years and wondering where to focus? My guest, Todd Steinberg, President of Thrive Financial Group, discusses how client mix, profitability, location, and transition assistance impact sales multiples. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting f…
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Join us in this episode of Business Beyond Borders as we explore strategic LinkedIn outreach for CPA firms with guest James Donovan of Nine Two Media. Discover how to effectively set up your LinkedIn profile, identify and target your ideal clients, craft compelling messages, and measure the success of your campaigns. In this episode, you will be ab…
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In this episode, we sit down with Elizabeth Harris, the author of What’s Wrong with My Child and America Is Infected. She sits down with us today to discuss her work as a researcher and entrepreneur – specifically her distinct take on autoimmune conditions. With more than 20 years of experience in the field of wellness, Elizabeth is a science-minde…
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In this episode, we connect with Dr. Jay Shah, the Chief Medical Officer at Aktiia. As a cardiologist by training and practice, Dr. Shah has developed extensive experience within the medical field – with expertise lying in the academic, clinical, and teaching environments. After more than 10 years as a practicing medical professional, Dr. Shah was …
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In this interview, we explore schizophrenia and other complex mental health issues with Dr. Kelly Anderson, a Group Practice Owner at Wellness Therapy of San Diego. Trained as a generalist, Dr. Anderson has over 15 years of experience working with a diverse range of mental health conditions and providing high-quality, evidence-based psychological s…
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In this episode of Divorce at Altitude, Ryan Kalamaya engages with Ron Seigneur, a seasoned expert in business valuations, to dissect the complexities and nuances of evaluating closely held businesses amid divorce proceedings. With the holiday season approaching, and everyone looking for discounts, this conversation is particularly timely as it exp…
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In this podcast, we delve into the world of vegetable production, irrigation, and alternative cropping systems with Dr. Ted McAvoy, an Assistant Professor of Horticulture at the University of Georgia. Dr. McAvoy’s field research focuses on all aspects of vegetable production in Georgia – including variety performance, disease resistance, fertilizer…
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Do you ever doubt if you truly deserve the recognition and compensation you're seeking? Do you find it tough to ask for a raise or increase your client fees? As financial professionals, we're crucial in shaping the financial health of individuals and businesses. But here's the issue - even though we’re valuable to others, many of us struggle to rec…
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(W5:D1) WHAT IS DEBT AND WHY IS IT SO BAD? Do you like spending money? ___________________ Do you like paying bills after you already received the gain? __________________ Now, do you like paying for something years after you enjoyed it, meaning you no longer are enjoying it but you are still paying it off. That is debt. When you are paying back an…
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Join us as we journey into the intriguing lives of owls, the only birds found across every continent except Antarctica, with each species uniquely adapted to its habitat. Denver Holt is the founder and president of the Owl Research Institute, a non-profit organization dedicated to comprehensive owl research, education, and conservation. Holt's pass…
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Join the community & stay connected for more insights at www.intuitivebynature.com/podcast . Tune in to explore the intuition research project key finding on how our environments and age can influence intuition. Throughout this 6 episode series, we're sharing key research patterns from interviewing 50 highly intuitive people from around the world o…
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Have you ever wondered if you’re truly leveraging the full potential of social media to create lasting client relationships? If so, you’re in the right place. In today’s episode, we’ll be exploring how financial professionals can transform social media from a mere broadcast tool into a powerful platform for building genuine relationships. We’ll dis…
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Jason Drucker, CPA and Partner at Aprio, is with us today. We dive into Jason's fascinating career journey, from his early days in accounting to his current role as a Partner at Aprio. He shares insights on the importance of networking and building strong relationships in the industry, offering valuable tips for aspiring accountants. We also explor…
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Is your money running out faster than you get paid or at least faster than you want? Where is all that money going? Have you checked your credit card statement? How many of these reoccurring expenses are you paying each month. Monthly or annually expenses are the greatest way for any company to get a lot of money from you. Because they are only dra…
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In this episode of the Main Street Business Podcast, host Mark J. Kohler presents simplified tax strategies for business owners beginning their journey. Learn essential tips to safeguard your assets, reduce your taxes, and confidently control your financial path. Here's what you can look forward to: Mark introduces and breaks down the Trifecta conc…
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Dan writes in and asks “How can I ensure my business is scalable?” While there are many ways to answer this, I’m going to focus on the 3 things that I think were the biggest reasons our business scaled so fast and so well. Tune in to hear what they are! Check out Brian's new group: Business TIPS! For less than $100 per month (with no commitment or …
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Looking to attract more bookkeeping and advisory clients through an online presence? In this episode of The CFO Project podcast, host Adam Lean picks the brain of KJ Johnson, known as the "Bookkeeping Side Hustle Kate." KJ shares her inspiring story of building a successful firm by leveraging video content on YouTube. You'll hear her practical tips…
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(W4:D1) WHO AM I AND WHAT DO I WANT? The only way to lower your expenses is to become intentional and do it with intention and purpose. You must first start with your why and follow it up with how you will keep the momentum. Reducing you spending won’t happen on its own. Let me ask you a few questions first, so you can build your foundation. What i…
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In this episode, we dive into the captivating world of cosmic geology with Dr. Kerri Donaldson Hanna, a planetary geologist and Assistant Professor in the Department of Physics at the University of Central Florida. From our Moon to asteroids, Dr. Donaldson Hanna’s work centers around airless celestial bodies – or any planetary body in our solar sys…
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A decade ago, there were predictions that certain accounting jobs would be replaced by automation. Now, in the age of AI, we're still here and thriving. Today's conversation focuses on how we can collaborate with technology to enhance our work and deliver greater value to clients. To delve into this topic, I spoke with Andrew Hatfield, Co-Founder a…
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This week we look at: US Supreme Court rules that a requirement to redeem the decedent’s shares cannot be considered to reduce the value of the entity, but life insurance proceeds received by the entity to fund the buyout will increase the value Taxpayer denied relief for late rollover when funds were accidentally transferred from employer plan to …
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Cate Shanahan, MD, joins us in this episode to discuss how vegetable oils affect the body. As a Cornell-trained physician-scientist, Dr. Cate’s work has inspired entire movements involving bone broth, live-culture ferments, and seed oil-free business empires – and she sits down to elaborate on some of her most intriguing discoveries… In her latest …
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Joining us in this episode is Carol S. Henger, a former Postdoctoral Fellow in the Molecular Lab at the Wildlife Conservation Society. As a researcher who has used molecular approaches to conserve endangered species, she now teaches middle and high school students about DNA and genetics – a subject she fell in love with during her postdoc studies. …
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ACTIVITY: JOB SEARCH SIMULATION Objective: Students will gain hands-on experience with the job search process, including finding job postings, creating a resume, preparing for interviews, and evaluating job offers. Materials Needed: Computers with internet access Sample job descriptions Resume templates Mock interview questions Evaluation criteria …
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In this episode, we sit down with Dr. Paul Zeitz, a preventive medicine physician, epidemiologist, author, and award-winning champion of global justice and human rights. For more than 35 years, Dr. Zeitz has been advocating, campaigning, and leading political movements aimed at achieving collective repair, justice, and peace. His latest crusade, #u…
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HOW DO I INCREASE MY PAY? Do you want to be paid more, faster? You have two ways of doing so: 1) ask for a raise, 2) get a second job, 3) start a business 4) invest and take the risk, or 5) stop spending money (not increasing your pay but keeping more money. But wait, you probably were just asking about #1. How do I get a raise from work? This is s…
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Is the American Dream fading as fast as people say it is? How are current real estate trends and the overall market contributing to the degradation of the U.S. economy? Brad Weisman, a Keller Williams Platinum Realty agent, joins the podcast to share his thoughts… Brad has been a realtor since 1992. With more than 30 years of experience selling res…
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Dentistry can be rewarding, but just like with any other business, it comes with some obstacles. So how do you overcome some of the biggest challenges? This episode is part 1 of a 3-part discussion covering some of the biggest challenges dentists face. Ash is joined by Erin Gregor, and they talk about the importance of standing out by creating mean…
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Whether you’re in public or private, chances are you’ve experienced last minute requests more times than you can count. It’s a common dilemma for us, especially when deadlines are tight, expectations are high, and the pressure to produce can sometimes feel overwhelming. But here’s the thing: while last-minute requests may be an inevitable part of t…
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In this episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Jessica Zoraida, a Latina entrepreneur and CEO of Big Picture Results. Jessica shares her journey of being self-taught, launching her firm, and navigating various pivots and transitions. Big Picture Results is an accounting and tax company dedi…
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