A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Clie ...
…
continue reading
An actionable podcast designed for accounting firm owners and partners. Each episode provides listeners with one-quick actionable lesson or takeaway that will help them scale a systematic firm that improves their lifestyle.
…
continue reading
1
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.
…
continue reading
1
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
…
continue reading
Ready to dive into investing but feeling overwhelmed by financial jargon? Picture yourself learning alongside two friends: one a beginner investor like you and the other a 15-year finance expert. Meet Market MakeHer, your go-to self-directed investing education podcast. We ask the questions you are thinking and answer with fun analogies without the financial jargon. We share free tools and resources from your brokerage firm, so you not only know how it works, but how to actually invest. Get ...
…
continue reading
The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.
…
continue reading
The Middle Market Growth Conversations podcast features in-depth interviews about trends impacting midsize companies and M&A. Guests include middle-market dealmakers, business leaders, economists and other experts involved in mergers and acquisitions and corporate growth. Interviews address topics ranging from private equity investment strategies, to state-of-the-market overviews, operational best practices, and much more. The podcast is part of Middle Market Growth, the Association for Corp ...
…
continue reading
Small Law Firms often start from the practice of law and not as a business venture. This ends up causing the growth of the firm to be much longer and more painful than it needs to be. If you started a Law Firm with the intention of increasing your impact, freeing up your time and having all the money you will ever need then the strategies we discuss will be priceless for you. Profit with Law is a show focused on the business of running a law firm as a profitable venture. Packaging and pricin ...
…
continue reading
Welcome to Payroll Profits, the podcast dedicated to helping entrepreneurs transform their payroll service offering. Hosted by Tyler Winn CPA, a seasoned accountant and payroll entrepreneur, this podcast is tailored specifically for accountants who are ready to make payroll a thriving part of their practice. Join Tyler as he delves into actionable strategies, best practices, and expert insights designed to empower entrepreneurs to streamline their payroll offerings and maximize profitability ...
…
continue reading
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!
…
continue reading
The Podcast that will help you grow, scale, and exit your professional services firm.
…
continue reading
Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.
…
continue reading
Top startup founders, venture capitalists, and advisors interviewed by Scott Orn of Kruze Consulting, the accounting firm to VC funded startups. Hear from startup founders about how they began their startup journeys, where they had challenges and the strategies that help them scale their businesses. VC’s discuss what they look for in a startup and their current technology investment thesis. And technology recruiters, attorneys, real estate professionals and startup lenders share tactics that ...
…
continue reading
Podcast by Madtown Co.
…
continue reading
Discover advanced strategies for firms to excel in the dynamic accounting industry with Accountants 2.0. Each episode connects you with a network of growth-focused professionals, delving into innovative technologies and strategies to boost your professional impact. We're committed to guiding you in enhancing your firm's profitability, team cohesion, and management efficiency. With Accountants 2.0, you're not only adapting to change – you're at the forefront, shaping the future of accounting. ...
…
continue reading
1
DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
…
continue reading
Amplify is podcast dedicated to helping accounting firms grow and thrive. Each season focuses on a particular issue or topic for accounting firm growth. Every episode features expert guests from across the accounting industry with expertise in marketing, business development, HR, strategy, and leadership. Amplify is a production of the Association for Accounting Marketing (AAM).
…
continue reading
From aspirational plans on a napkin sketch to a full fledged studio, Emerging will illuminate your path to entrepreneurial success in architecture. Join Jeffrey, Lexi, and Chris as they share the unfiltered story and firsthand account of starting their own architecture firm. Topics include business structure, finance, branding, and more, offering insights and cautionary tales for aspiring firm founders.
…
continue reading
Trading Strategies - Forex, Stocks, Commodities or Futures
…
continue reading
“The Corner Series” is a multiperspective podcast series by McGuireWoods featuring commentaries from lawyers, bankers and a number of specialists about the developments and issues dominating today’s middle-market private equity. Tune in with McGuireWoods partner, Geoff Cockrell as he and specialists share real-world insight to help enhance your knowledge. McGuireWoods is a full-service firm providing legal and public affairs solutions to corporate, individual, and nonprofit clients worldwide ...
…
continue reading
This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Michelle Long and Dan DeLong who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Thursday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour we ...
…
continue reading
Women face a unique set of challenges - from caring for aging parents to raising children - all while trying to maintain a career and a semblance of work-life balance. It can be overwhelming, and it's all too easy to put your own needs and finances on the back burner. We believe that every woman deserves to feel financially empowered and secure. Our podcast is designed specifically for women like you - women who are ready to take charge of their finances and their future. Host and financial ...
…
continue reading
Grow your accounting firm today. Every week, 6-figure CEO Annette Ferguson shares her insight on digital marketing specifically for accountants and bookkeepers looking to set up, grow, and establish their own firm. Accounting is a one-man job, but success isn’t accomplished alone. Join Annette every Wednesday so you can unblock what’s standing between where you are and where you want to be - whatever stage you are in your accounting business/firm right now.
…
continue reading
China Inc by Bamboo Works discusses the latest developments on Chinese companies listed in Hong Kong and the United States to drive informed decision-making for investors and others interested in this dynamic group of companies.
…
continue reading
https://www10plusbrand.com https://www.10PlusProfile.com 1-888-288-4533 Sign up for 10 Plus Brand’s Newsletter: https://10plusbrand.substack.com/embed 10 Plus Brand’s Youtube: https://www.youtube.com/@10plusbrand 10 Plus Brand Inc.’s founder, CEO Joanne Z. Tan started the first episode of #10PlusPodcast on July 5, 2019. Since then, we have produced hundreds of episodes on brand building and digital marketing tips, which are always thought provoking and cutting edge, as well as in-depth Inter ...
…
continue reading
Kelli Doorne-Millott is on a mission to help accounting professionals recognise and communicate their value to the world. In this podcast, Kelli chats with various people in the accounting space, from accountants who have just started out and established multi-partner firms. And to those who serve the accounting industry, such as public speakers, trainers and tech companies. Each episode will help you discover something about yourself and your business and inspire you to hold your head a lit ...
…
continue reading
Brand Building and Social Media Marketing for the modern accounting firm. It's time to do socials better. Let's Go!
…
continue reading
Tom Ravlic FIPA has looked at complex issues in business, finance and politics for a range of publications over two decades. Critical Line Item takes you to the heart of the issues that matter in business and politics with guests who are experts in their field. His book on the Banking Royal Commission, Vulture City – how our bankers got rich on swindles, was released in October 2019 was positively received by prominent journalists, commentators and academics. Vulture City was published by Wi ...
…
continue reading
Get inspiration and new ideas to grow your business podcast. A few times each month, hear from business podcast hosts in professional service industries. Learn why they started podcasting, how they position their shows, how it connects to their business, and more. Hosted by John Tyreman, founder of Red Cedar Marketing.
…
continue reading
Your hosts Penny Breslin and Damien Greathead have more than 30 years of combined experience in the accounting industry. This podcast is to share their experiences of working in, and consulting to accounting and bookkeeping firms of all sizes, helping them grow. Nothing discussed will be rocket science, instead they'll be discussing 'how' firms have successfully, and not so successfully, pursued growth. Penny and Damien will be sharing their insights on how firms can be successful by focusin ...
…
continue reading
Join CPA & Entrepreneurial Accountant Salim Omar as he guides the audience through the principles of his "Genius Model", which shows CPA firm owners and accountant & tax practitioners how to make their practice successful.
…
continue reading
We are a team of highly skilled Chartered Accountants based in India, collectively possessing over 15 years of professional experience in accounting, taxation, and auditing. Having worked with some of the top accounting firms in India, we have gained valuable expertise in taxation, auditing, and financial planning. We also bring with us a wealth of experience from having provided financial consulting and advisory services to several large corporations.
…
continue reading
Now is the time of the Pioneering Practice! Best selling author and marketing expert Amanda C. Watts shares her book 'The Pioneering Practice' as an audiobook. Described as 'The number 1 authority in marketing for accounting firms in the world' Amanda's insights will transform the way you market your accounting practice. LEARN HOW TO MOVE WITH THE TIMES AND NOT GET LEFT BEHIND. There is becoming a strong divide in the accounting industry. There are accounting practices that are pioneering th ...
…
continue reading
Welcome to the podcast home for tax, legal, and compliance professionals. Our easy-to-listen-to podcast series will give you trusted insights and forward-thinking guidance, hosted by renowned subject matter experts with guest commentary from global leaders on the critical issues and opportunities facing the legal, corporate, tax & accounting, trade, and government communities.
…
continue reading
Welcome to Professional Services Growth and Marketing, the podcast that dives deep into the strategies and success stories driving the growth of professional service firms. If you're an entrepreneur, leader, or professional in the realms of law, accounting, architecture, medicine, and more, this podcast is your essential resource for insights, inspiration, and actionable advice. Hosted by Emerald City Productions team members, a seasoned expert marketing agency in the field of professional s ...
…
continue reading
LegalFuel is the official Florida Bar Podcast. This monthly series is brought to you by The Practice Resource Center of The Florida Bar and will feature esteemed leaders in law discussing new and innovative topics. Its purpose is to help members of The Florida Bar as well as attorneys from other states run better practices and provide better legal services to their clients. Disclaimer: The views expressed by the participants of this program are their own and do not represent the views of, no ...
…
continue reading
INSIGHTS IN ACCOUNTING is a weekly podcast for accountants and CPAs, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them. The show selects accounting and fintech news articles blogs. Listeners receive commentary, critical insights and analysis together with the implications and takeaways for accountants, bookkeepers and CPAs to develop their business acumen & commercial awareness. The style of the show is not overly technical/t ...
…
continue reading
The accounting world is changing. Entry-level positions are being outsourced and automated, pushing firms toward advisory services. Results from traditional marketing methods are fading, and great accounting talent is harder than ever to find and keep at your firm. What’s the connection between becoming an excellent client advisor, communicating your firm’s unique value to the world, and keeping your people motivated and fulfilled? The answer: communication strategy that elevates an ordinary ...
…
continue reading
I'm Jayden Doye and I'm delighted that you've joined me for the Law & Quarter Podcast. I'm known as the Traveling CPA, and I've dedicated my professional life to helping law firm owners reach new heights and catch more flights. I believe that you don't have to be tied to a desk seven days a week to have a profitable firm. That's why I'm here bringing ideas and information that can help you create a first-class firm that pays you the salary you deserve and provides you with the lifestyle you ...
…
continue reading
On the Marketing Executive Spotlight Show, we encourage business owners and marketers to share their journeys and expertise, and break through the tech jargon in the industry. We cover topics like business challenges, leadership, marketing, and of course, the state of digital storytelling. We’ll also let our guests share on the subjects they’re well-known for. No matter the topic, you’ll be hearing real stories from real people.
…
continue reading
Branch Out is a leading professional growth podcast hosted by Alex Drost, founder of Connection Builders. It is your ultimate source for actionable insights to take your career to the next level. Each episode, Alex interviews thought leaders from the accounting, legal, and other consulting professions, who share their unique insights and real-life lessons learned throughout their careers.
…
continue reading
Interarbor Solutions' Briefings Direct: Unique B2B informational podcasts that offer the value of objective perspectives from leading industry analyst Dana Gardner. Briefings Direct delivers actionable knowledge on the latest enterprise IT subjects to those who need to know the most about the business of IT now.
…
continue reading
PKF Mueller's monthly accounting, business advisory, and finance podcast for business owners, entrepreneurs, and industry leaders. Join us as we discuss a broad range of timely accounting topics related to audits, taxes, business consulting, industry news, legislative changes and other hot button subjects and business advisory. Our goal is to provide business decision makers with the key insights to be up-to-date and equipped with the knowledge of ever-changing accounting updates and practic ...
…
continue reading
Accelerator follows the stories of Central Florida Startups as they apply for, participate in, and graduate from Starter Studio - an Orlando-based tech startup accelerator program. Each season of Accelerator will follow a class and document their background, challenges, growth, and eventually show off their progress during demo day.It won’t all be roses. The challenges of an accelerator program can be taxing. But the potential rewards will be revealed in this Shark Tank meets The Apprentice ...
…
continue reading
The Prospect Group is a leading global firm specializing in media, research, and consulting. We meet, and discuss the most relevant economic issues with, hundreds of the world’s leading business executives, political elites, and other influential personalities from a cross-section of industries and countries. Watch video interviews from and/or about the United Arab Emirates (UAE).
…
continue reading
Weatherstone Capital Management is an SEC Registered Investment Adviser and money management firm that utilizes active money management strategies that are designed to generate strong returns while reducing the level of risk that is found in most stock and bond market investments. Our goal is to provide investment programs that generate strong returns relative to the amount of risk that is taken. Past performance is no guarantee of future results. The opinions expressed in this podcast are t ...
…
continue reading
Welcome to "HIPAA Compliant Marketing," the podcast dedicated to making your Health Practice HIPAA Compliant now, and future proofed. HIPAA (Health Insurance Portability and Accountability Act) standards are intricate and challenging to navigate. These standards encompass rules and requirements aimed at safeguarding protected health information (PHI) and ensuring its confidentiality, integrity, and availability in healthcare settings. Compliance with HIPAA involves adherence to privacy, secu ...
…
continue reading
Welcome to the Wealthy After Divorce Podcast! Hosts and Certified Divorce Financial Analysts® at Pearl Planning, Melissa Joy and Melissa Fradenburg, will roll out a new episode every other Thursday, with advice to improve financial decisions during and after the divorce process. Pearl Planning is a financial planning and wealth management practice located at 8031 Main Street in Dexter, Michigan, and 81 Kercheval Avenue, in Grosse Pointe Farms, Michigan. You can reach our offices at (734)274- ...
…
continue reading
Convergence by Cato Networks is a show for IT professionals made by IT professionals. We'll talk about the most burning questions, hear bolder opinions and mostly learn about what is happening in the IT world today
…
continue reading
1
Scott Whitaker: Transforming Clients into Members for Business Retention and Growth
41:59
41:59
Play later
Play later
Lists
Like
Liked
41:59
Show Summary In today's episode of the Grow My Accounting Practice podcast, we welcome Scott Whitaker, Founder of Membership Multipliers, to discuss the art of transforming clients into members for enhanced business retention and growth. Scott brings his expertise in helping coaches and membership businesses scale their offerings, generating substa…
…
continue reading
1
Everything You Need to Know about Retirement Planning for Business Owners with Courtenay Shipley - 437
43:14
43:14
Play later
Play later
Lists
Like
Liked
43:14
Shownotes can be found at https://www.profitwithlaw.com/437. Welcome to another insightful episode of the Profit with Law Podcast! In today's episode, Moshe Amsel is joined by retirement plan expert, Courtenay Shipley, to delve into the intricacies of retirement planning as a business owner. This conversation explores everything from maximizing con…
…
continue reading
In business, we often lose sight of what’s truly important. This episode serves as a reminder to re-center and focus on what matters most.By Ryan Lazanis
…
continue reading
1
How to Understand the Health of Your Accounting Firm with Streamlined Systems in Place
35:36
35:36
Play later
Play later
Lists
Like
Liked
35:36
Send us a Text Message. In this episode, host Roman Villard, CPA, chats with Timothy Wingate Jr., founder, and president of G+F Business & Financial Consulting, about the essential topic of maintaining a healthy accounting firm. They touched on: Why streamlined processes are game-changers for accounting firms How to spot and fix those pesky workflo…
…
continue reading
1
303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project
38:05
38:05
Play later
Play later
Lists
Like
Liked
38:05
I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, an…
…
continue reading
1
China's New Energy Overbuild, and DiDi Back on Growth Track
19:36
19:36
Play later
Play later
Lists
Like
Liked
19:36
China is on track to reach its 2030 goal for solar and wind power installations by the end of this year, and could double the figure by 2030. What's driving this massive new energy buildup? And DiDi is back on a growth track with revenue zooming ahead 15% in the first quarter. Will the company seize the momentum to relaunch its stalled IPO plan?…
…
continue reading
Allie and Logan talk through BOTH 5 year rules for a Roth IRA.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
From Plates to Profits: Kasey Anton’s Entrepreneurship Journey from Restauranteur to Accounting Visionary
43:55
43:55
Play later
Play later
Lists
Like
Liked
43:55
In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht interviews Kasey Anton, founder of Spark Business Consulting and author of “Profit First For Restaurants.” Kasey shares her transformative journey from the restaurant industry to establishing a thriving accounting firm. This episode is a treasure trove of insigh…
…
continue reading
Effective marketing doesn’t always have to be complex. Discover a simple yet effective strategy overlooked by most firms.By Ryan Lazanis
…
continue reading
1
The Impact from the Upcoming Ruling by US Supreme Court on Absolute Immunity or Limited Immunity for PROTUS_Interview Excerpt of Former CA Supreme Court Chief Justice
8:58
8:58
Play later
Play later
Lists
Like
Liked
8:58
There will be long lasting and significant ramifications and consequences for our democracy and the Republic, by this week's US Supreme Court's ruling on Presidential Absolute Immunity or Limited Immunity, said former CA Supreme Court Chief Justice Tani Cantil-Sakauye, in an interview with Joanne Z. Tan. As we are all waiting for the landmark rulin…
…
continue reading
1
Leveraging collaboration and key account management programs within law firms
16:47
16:47
Play later
Play later
Lists
Like
Liked
16:47
In the latest Thomson Reuters Insights podcast, Tom Snavely, of Thomson Reuters Advisory Group, and Becky Halat, of Thomson Reuters Client Services, discuss collaboration within law firms, how it works, and how it’s a critical ingredient in firm-wide structured cross-practice key account management programs.…
…
continue reading
1
Unlock Your Business Potential: Growth Strategies and Exit Planning
30:53
30:53
Play later
Play later
Lists
Like
Liked
30:53
Ever wondered why some businesses soar while others stagnate? Join us in this episode of Accountants 2.0 as we unravel this mystery. Our guest, Joe Graci of JOVA Ventures & Advisory, who successfully scaled a business to $100 million in just three years, reveals the secret sauce behind stepping away from daily operations to focus on big-picture gro…
…
continue reading
1
Episode 225: Create Your Dream Home with Melissa Kennedy and Jen Hinesman
33:12
33:12
Play later
Play later
Lists
Like
Liked
33:12
Looking to build your dream home? In this episode, Melissa Kennedy, President of Meadowlark Design+Build, and Design Director, Jen Hinesman discuss the process of building a custom home designed specifically for you. Using their 20 years of experience, Melissa and Jen explain all the important steps like planning, budgeting, choosing a location, an…
…
continue reading
1
HR, Accounting, Finance, and AI in Medical Practices with Erik Miller of MedHQ
19:12
19:12
Play later
Play later
Lists
Like
Liked
19:12
The back office of a medical practice is like the offensive line on a football team: they do the job no one else wants to do. On this episode of The Corner Series, host Geoff Cockrell is joined by MedHQ president Erik Miller to discuss how outside back office support for areas such as HR, accounting, and credentialing can improve and streamline a m…
…
continue reading
1
Accounting High: Learn How to RAP, with Scotty "OKR" Scarano
32:04
32:04
Play later
Play later
Lists
Like
Liked
32:04
Can I have your attention, please? Will the real Scotty Scarano please stand up? There’s not too many people who blend hip hop with accounting, but that’s exactly what Scotty “OKR” Scarano is doing through his personal brand on LinkedIn, his YouTube page, and through his podcast, Accounting High. Scotty believes that learning how to run a practice …
…
continue reading
Daniel and Logan discuss the psychology v. the math on when it makes sense to pay off your mortgage.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
Join us this Wednesday for a new episode where Roger discusses Profit First for Resturants with Kasey Anton.By Roger Knecht - Universal Accounting Center
…
continue reading
1
Rewind : The CFO's Playbook: Mastering High Ticket Client Acquisition w/ Alyssa J Dillon
45:17
45:17
Play later
Play later
Lists
Like
Liked
45:17
Join us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, we have the privilege of sitting down with Alyssa Dillon, a highly experienced financial professional with nearly 15 years of expertise. Get ready for an enlightening conversation as Alyssa shares her r…
…
continue reading
1
Stout’s Rudi Moreno on Value Creation During Long Hold Periods
19:50
19:50
Play later
Play later
Lists
Like
Liked
19:50
Holding periods for private equity buyouts are growing longer, and the longer hold times are changing the way firms approach value creation. Rudi Moreno, managing director in the transaction advisory group at global advisory firm Stout, joins Middle Market Growth Conversations to discuss whether extended holding periods are here for the long haul, …
…
continue reading
1
41. Stock Order Types: Demystifying The Ways to Trade Securities
35:52
35:52
Play later
Play later
Lists
Like
Liked
35:52
There are so many different ways to buy and sell securities in your brokerage account. In this episode, we'll go over many of the different order types you may see in your brokerage account when you go to buy or sell a stock, or any securities. What does Bid and Ask mean? What is Stop and Limit Order? What are market orders? How many different Orde…
…
continue reading
1
Episode 175 – Best Practices For Handling Layoffs and Restructuring a Boutique Professional Service Firm
16:22
16:22
Play later
Play later
Lists
Like
Liked
16:22
In this session, we explore what to do when the rosy forecast does not materialize, and you need to restructure your firm. This includes how to determine who to layoff, when to lay them off, how to do so in the proper way, how to support the now former employees during the transition and how to preserve the culture and keep morale up with the remai…
…
continue reading
Quint and Logan answer this question on how old you should be to consider getting a credit card.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
Kristen Ricupero: How Your Mindset Plays a Critical Influence to Your Business Growth
33:03
33:03
Play later
Play later
Lists
Like
Liked
33:03
Show Summary In today's episode of the Grow My Accounting Practice podcast, we are joined by Kristen Ricupero, a seasoned business and personal financial coach. Kristen delves into the critical role mindset plays in business growth. With her extensive experience in helping small business owners and entrepreneurs, Kristen shares how your mind can ei…
…
continue reading
1
Everything Your Kids Wish You Knew About Owning a Business with Adam Williams - 436
41:23
41:23
Play later
Play later
Lists
Like
Liked
41:23
Shownotes can be found at https://www.profitwithlaw.com/436. Welcome to another episode of the Profit with Law Podcast! In this episode Moshe Amsel sits down with Adam Williams, the founder of Rust Belt Business Law and Pennywise Tax Strategies. Adam shares invaluable insights on embracing an entrepreneurial mindset, the importance of resilience, a…
…
continue reading
1
Building Diverse Accounting Teams, Vaca's During Tax Season, & More w/ Nayo Carter-Gray
31:54
31:54
Play later
Play later
Lists
Like
Liked
31:54
On this episode of Growing Your Firm, host David Cristello welcomes back Nayo Carter-Gray, owner of 1st Step Accounting. Nayo, an enrolled agent and Advanced Certified QuickBooks Online Pro Advisor, is known for making accounting less taxing. The conversation also covers the importance of diversity and inclusion in various aspects of business, sett…
…
continue reading
1
How do we get women's financial security right in Australia?
33:14
33:14
Play later
Play later
Lists
Like
Liked
33:14
Coalition Senator Jane Hume delivered a recent speech to the Syndey Institute that touched on a range of issues including the need for women to have a greater sense of financial security. It sparked a reaction from The Parenthood CEO, Georgie Dent, and Georgie laid down a challenge to Australia's politicians: fix early childhood education so it is …
…
continue reading
1
302 Permission to Travel Your Own Path with Shana Cooper, CPA
39:50
39:50
Play later
Play later
Lists
Like
Liked
39:50
For the listener who feels the tension between the path he’s on and the one he really wants to be on, I talk with Masterminder Shana Cooper, CPA about giving yourself permission to travel your own path. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients wh…
…
continue reading
Cas's Links: https://tradingnut.com/cas-daamen-3/?r=pod💵 https://tradingnut.com/BlueGuardian/ - MY TRUSTED PROP FIRM - Save 10% Coupon: TRADINGNUT🏦 Get a 100% Deposit Bonus with Fx Broker BlackBull* https://tradingnut.com/BlackBullMarkets/🏅 https://tradingnut.com/ApexTraderFunding/ - Recommended Futures Prop Firm - Save 71% Coupon: TRADINGNUT======…
…
continue reading
101
Should I Have Cash in My Retirement Account?
22:03
22:03
Play later
Play later
Lists
Like
Liked
22:03
Logan and Quint unpack how much cash should be held within retirement accounts.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
Balance Beyond Business: Dr. Sabrina Starling’s Blueprint for True Work/Life Balance
39:39
39:39
Play later
Play later
Lists
Like
Liked
39:39
Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht. Today, Roger welcomes Dr. Sabrina Starling, a renowned business psychologist and author. Dr. Starling and Roger delve into critical topics affecting accounting businesses, such as marketing, pricing, and staffing. Plus, Dr. Starling discusses her advo…
…
continue reading
1
Episode 224: Do You Need a Travel Advisor? Custom Trips and Money-Saving Tips with Vinal Desai Burbeck
32:29
32:29
Play later
Play later
Lists
Like
Liked
32:29
Planning a vacation can be overwhelming. But working with a travel expert can make it much easier to create amazing trips tailored for you. Vinal Desai Burbeck, Travel Consultant and Founder of Wanderlark, dives into the changing world of travel planning and how travel advisors create personalized experiences to fit your interests and budget. This …
…
continue reading
1
Unlocking Trust: New Age Accounting with Ethics and Sustainability
26:08
26:08
Play later
Play later
Lists
Like
Liked
26:08
Can trust in your financial reporting truly change your client relationships? Join us as we unlock the final steps to becoming a New Age Accountant with a deep dive into sustainable social responsibility and ethics. With Steve Perpich and Ted Williamson leading the conversation, you'll learn how transparent reporting can build unparalleled trust by…
…
continue reading
1
EU EV Tariffs, and Lenovo's Middle East Tie-Up
20:54
20:54
Play later
Play later
Lists
Like
Liked
20:54
The EU slaps Chinese EVs with tariffs of up to 38%. How will China respond? And Lenovo enters a major new partnership with Saudi Arabia's sovereign wealth fund. What's driving this alliance?By Bamboo Works
…
continue reading
1
Integrating HR to Scale Your Payroll Business with Matt Vaadi
50:57
50:57
Play later
Play later
Lists
Like
Liked
50:57
In this episode, Tyler Winn sits down with Matt Vaadi, CEO of guHRoo, to discuss innovative approaches to growing a payroll business. Matt shares his journey from selling worms as a kid to becoming an ADP employee and finally an entrepreneur who leads with HR. Discover how integrating HR services can transform and expand your payroll business, the …
…
continue reading
Quint and Allie dive into this tax question that is important to consider when saving for kids.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
Join us this Wednesday for a new episode where Roger discusses 25 hour work weeks and 4 week vacations with Dr. Sabrina StarlingBy Roger Knecht - Universal Accounting Center
…
continue reading
Sunita Patel of HSBC (https://www.us.hsbc.com) explains how the bank has expanded its startup banking services following its acquisition of SVB UK.Founders love our US-based account management team - with an average of over 10 years of experience, our controllers, CPAs, accountants and bookkeepers understand the challenges of high-growth startups. …
…
continue reading
1
Rewind : Navigating the Heart-Led Path: Troy Ballard's Expertise in Serving Purpose-Driven Businesses
48:29
48:29
Play later
Play later
Lists
Like
Liked
48:29
Join us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host Roger Knecht. In this episode, Roger sits down with Troy Ballard, a highly experienced and certified professional bookkeeper and Accountapreneur with over three decades of experience in the field of bookkeeping. Tune in as they delve …
…
continue reading
Are you maximizing your firm's potential by effectively marketing your services, even when you're swamped with work? In this episode of "Strategy and the Virtual Controller," Penny Breslin interviews Damien Greathead about marketing for accounting firms. They discuss the importance of maintaining an updated and specific website, effective client co…
…
continue reading
1
40. Preparing for Rate Cuts: What are Bond Funds?
28:23
28:23
Play later
Play later
Lists
Like
Liked
28:23
What Is The Bond Market and What Are Bond ETFs? CPI is “cooling off” which means inflation is trending closer to the Fed’s target, which means a rate cut MAY be in our future! What does that mean? Well if the Fed, you know, good ol "Papa Powell" who we keep talking about, well if they actually go through with cutting rates this is what happens. Int…
…
continue reading
1
Episode 174 – Resilience in the Spotlight: How One Marketing Agency Thrived Despite Employees Trying to Capitalize On The Cancel Culture
20:38
20:38
Play later
Play later
Lists
Like
Liked
20:38
Join us as we delve into the gripping tale of a marketing agency's journey through the tumultuous waves of cancel culture. In the height of societal pressure, the agency's founders, driven by fear and uncertainty, offered their employees overly generous contracts. As the dust settled, they realized the unsustainable nature of their decisions and fa…
…
continue reading
151
DIY Money Jr - Starting a Business and Giving Back
15:53
15:53
Play later
Play later
Lists
Like
Liked
15:53
Quint and Allie answer one of the best junior questions we have ever gotten. They talk through building a business and giving back.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
Using Tax Insurance and RWI in Middle Market M&A Deals with Jordan Tamchin of CAC Specialty
24:16
24:16
Play later
Play later
Lists
Like
Liked
24:16
Tax insurance and representation and warranty insurance have become common in M&A deals over the past two decades, but the use of those products continues to evolve as transactions become more complex. In this episode of The Corner Series, Jordan Tamchin of CAC Specialty joins host Geoff Cockrell to discuss tax insurance and RWI in today’s middle m…
…
continue reading
Join Kelsey & Teneale in 𝐋𝐞𝐠𝐚𝐜𝐲 𝐓𝐚𝐥𝐤𝐬: 𝐒𝐦𝐚𝐫𝐭 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠, as they explore the essential estate planning documents and explain why keeping them updated is crucial to ensuring your wishes are honoured after you pass. The girls will cover key considerations like asset protection, superannuation, insurance, tax implications, and the potential pitfa…
…
continue reading
1
The final report on consultants to government - Greens perspective
23:00
23:00
Play later
Play later
Lists
Like
Liked
23:00
The final report from the Colbeck committee has 12 recommendations that deal predominantly with cleaning up the mechanics of procurement. Senator Barbara Pocock might agree with the 12 recommendations as a starting base but she wants more to happen to deal with boosting the public sector, disciplining consultants, and dealing with some of the evide…
…
continue reading
1
Seth Fineberg: Revolutionizing Accounting: Essential Changes for Progress
36:00
36:00
Play later
Play later
Lists
Like
Liked
36:00
Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are excited to welcome Seth Fineberg, an esteemed accounting industry consultant and content strategist, to discuss "Revolutionizing Accounting: Essential Changes for Progress." With over three decades of experience in journalism and content creation, Seth brings a wealt…
…
continue reading
1
Beyond Billable Hours: Leveraging Executive Assistants for Law Firm Growth with Gina Cotner - 435
43:55
43:55
Play later
Play later
Lists
Like
Liked
43:55
Shownotes can be found at https://www.profitwithlaw.com/435. Welcome back to the Profit with Law Podcast! In today's episode, we delve into the transformative power of support staff and effective delegation with our special guest, Gina Cotner, founder, and CEO of Athena Executive Services. Gina shares her journey from an executive assistant to a su…
…
continue reading
1
Hitting $800K in Year 1, Building Culture, and more w/ Randy Crabtree
29:50
29:50
Play later
Play later
Lists
Like
Liked
29:50
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…
…
continue reading