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Meet Cindy McGhee, Child of God - Wife - Mom & CPA - in that order. She’s on a mission to propel more women business owners into the millionaires club at UpgradeU. She shares lessons learned on her 20 year journey from side-hustle pro to 7-figure CEO of her own CPA firm. This podcast will accelerate your entrepreneurial journey in pursuit of your own millionaire’s success story.
 
The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus specifically on tax savings and ways to have a financially sounds back bone to your small business. Hosted by the JETRO and Associates team led by Mike Jesowshek, CPA. This is a quick hitting podcast aimed to get you important information without all the fluff. JETRO and Associates is a digital accounting firm servicing clients across the country focused exclusively on small business bookkeepi ...
 
Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Learn more about Brian and Bo, read, listen, or watch the show, follow the blog, and connect directly to go beyond common sense at www.moneyguy.com.
 
A podcast for creative entrepreneurs and agency owners looking to grow their business in a healthy, sustainable way. Host Heather Zeitzwolfe, CPA is on a mission to inspire entrepreneurs to become purpose driven leaders with a focus on their triple bottom line. Expand your brain through conversations with business disruptors, CEOs and renegades in digital media, marketing, advertising, and design.
 
This is a show about the incredible journey to becoming an acquisition entrepreneur and learning what action to take to find business deals! You'll hear from average people who have taken the fast track to business success through acquisition entrepreneurship. We'll dig deep into their stories to uncover their process of mining for businesses. They did it, and so can you! Like what you hear? Head on over to www.TheBusinessMiner.com for additional resources to help you when buying a business!
 
Welcome to The Advisor Podcast. Brought to you by JGS CPA. We are a FULL service CPA firm. We’ve been in business for over 85 years. Planning for our clients and working hard for their success. We are the trusted professionals. And now we have a podcast, we will offer up our knowledge sharing content and information on all things accounting, tax and business advisory while also opening up our network of attorneys, bankers, financial advisers and even non-profits we support to discuss topics ...
 
We know that running a veterinary business can sometimes feel like you're fighting your way through a jungle of financial insecurity, HR nightmares, and overall business confusion. Our goal is to give you the ideas and tools you need to not just survive in this jungle but to thrive in the veterinary industry. By combining over 50 years of knowledge and experience with differing opinions and a little humor, we will help you get the information you need to make the best decisions for you and y ...
 
Welcome to Change Your Mindset (formerly known as Improv Is No Joke) where it is all about believing that strong communication skills are the best way in delivering your technical accounting knowledge and growing your business. The way of building stronger communication skills is by embracing the principles of applied improvisation. Your host is Peter Margaritis, CPA a.k.a. The Accidental Accountant, will interview financial professionals and business leaders to find their secret in building ...
 
Join hosts Will Hill and Paul Miller as we have real and relevant conversations around the challenges and opportunities tax and accounting firms are encountering every day. Done with an upbeat tone, we look to provide you with inspiration and actionable ideas to help tackle these challenges and opportunities in your firm. The topics may be endless, but you are sure to hear a mix on client interactions, client engagement, firm process and firm culture. We know you will enjoy, we hope to inspi ...
 
The Institute of Certified Public Accountants in Ireland (CPA) is one of the main Irish accountancy bodies with in excess of 5,000 members and students. The CPA designation is the most commonly used designation worldwide for professional accountants and the Institute’s qualification enjoys wide international recognition.
 
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.
 
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!)
 
321 Biz Dev LLC 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 s ...
 
Simply Tax™ cuts through the static of the tax world and doesn’t waste your time by needlessly tossing around technical terms and citing code sections. Host Damien Martin has a knack for boiling down complex issues for business professionals who need a trusted advisor to help strengthen their tax mind.
 
If you're a CPA, an accountant, a bookkeeper, an office manager, or if you're an oil and gas operator that's doing the accounting yourself, you are who our brand new podcast is for. We’ve partnered with Tom Wierman, Executive Director of COPAS (The Council of Petroleum Accounting Society) to bring you the Oil & Gas Accounting Podcast. We noticed that no one has the conversations that actually help oil and gas accounting professionals do their job better, so we decided to change that and star ...
 
The Best Free Audio Library in the United States for IRA and retirement plan owners. After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money. All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country. Jim reads the books and develops intelligent questions and those questions make up the basis for the shows. Guests incl ...
 
What’s your financial pulse? Join FIT Advisors for a semi-monthly checkup appointment as we discuss the many facets of financial well-being - from foundational money management to the unique personal finance scenarios of physicians and business owners. CERTIFIED FINANCIAL PLANNER(TM) and CPA Anjali brings you in-depth conversations with field experts that reflect FIT Advisors’ commitment to inclusiveness and fresh voices in the world of finance. Together, Anjali and her guests cover all the ...
 
The CPA Australia Podcast brings you the best in on-demand commentary and thought leadership across a variety of topics related to business, leadership and accounting. Each week, our podcast will help you increase your knowledge of business related topics and point you to some of the world’s best resources in strategy, finance and public practice accounting. Never miss an episode by subscribing today via iTunes.
 
An original podcast from the Chartered Professional Accountants of Canada. Our financial literacy podcast talks about key issues, trends and tips as they relate to financial education. Disclaimer: The views and opinions expressed in this podcast are those of the guest and do not necessarily reflect that of CPA Canada.
 
The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
 
Thanks for tuning in to The Real Estate CPA Podcast, a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. Our episodes generally run 10-20 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Your host, Brandon Hall, runs a CPA firm that exclusively serves real estate investors and real estate business owners. He works with synidcators and developers clos ...
 
Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject m ...
 
Dominate Your Dollar is the financial empowerment podcast designed to change your mindset surrounding money. Join Sammy Ndiyo, CPA every Tuesday as he offers his insight on how to make your money work for you. This podcast tackles real life money issues and gives actionable steps so you can start putting a strangle hold on your finances.
 
Give a gift to yourself each week during this podcast to go on a self journey and explore the internal beliefs that drive your patterns and habits that can show up in ways that prevent you from what you want most in your life, whether at work or at home. During this podcast, Amy Vetter, a CPA, Yogi & Technologist, and the author of Business, Balance and Bliss, will explore how we can break from these beliefs with her guests that are leaders in business, health & wellness, mindfulness, spirit ...
 
This is THE PODCAST for learning about how to dominate your professional accounting or finance career and how to become certified in your field as a CPA, CMA, EA, CIA or CISA. Bryan Kesler walks you through the steps he took to pass the CPA exam while working full time and hosts interviews with people very similar to yourself to learn how they are successful in their careers. Bryan launched his blog theCPAguide.com and CMAguide.com in July of 2012 and has helped thousands of people sign up a ...
 
The Unique CPA is the show where we’re going beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading edge management techniques and styles. We’re keeping you at the forefront of the changing face of public accounting with fascinating leaders, bringing you their stories and advice inside the accounting industry.
 
The Affluent Entrepreneur Show is for high-level entrepreneurs and CEO's who know they want to create an abundant lifestyle, not just wealth. You're tired of overwhelm, and want to have more time freedom. You know you have it in you, you just need to understand why creating a legacy right now matters - how to be present, how to have financial liberation from the constant pressure to be in your business. You're ready to learn what it takes to have financial liberation and achieve affluence in ...
 
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show series
 
In a preview of her Careers & Lifestyles column from the summer 2021 Pennsylvania CPA Journal, Elisabeth Felten, CPA, assistant professor of business at DeSales University in Center Valley, joins us to discuss testing accommodations available to those with disabilities seeking to pass the CPA Exam. Among the aspects covered are eligibility guidelin…
 
In this two part episode, Phil speaks with Andrew Hunzicker, founder and owner of DOPE CFO, about accounting in the cannabis and CBD/hemp industry. Andrew’s provides training and education that help CPAs and accountants comply with accounting and tax rules in this industry and how they can market to new clients.…
 
This is the second episode in our series of episodes to unpack and clarify the tax loophole of short-term rentals. In this episode, Brandon and Thomas discuss the technical aspects of what you need to understand including the code sections, material participation, where this activity falls on your tax return, and several other things.Short-term ren…
 
A certified public accountant is an accountant who has passed specific examinations and met all other statutory and licensing requirements of a state to be certified by that state. In addition to preparing and reviewing financial statements, many CPAs do taxes. I finally met a CPA who works with small business owners as a trusted advisor. Karla Sas…
 
Universal CPA Review is a brand new CPA review course founded by Joey Reeve, CPA and Matt Reinhold, CPA. In today's podcast episode I interview them about how the CPA exam has changed their lives, what their CPA review course is seeking to do and what makes them different. Curious about Universal CPA Review? Head to: https://www.universalcpareview.…
 
David Peters, a CPA in the Richmond, Virginia area, joined us for this episode of Where Accountants Go, the Accounting Careers podcast. David’s career is an excellent example of how when you start with a background in accounting, you can go almost any direction you would like, or even many if you prefer! David was an unlikely accountant per se, in …
 
On episode 39 of The Unique CPA, Randy Crabtree talks to Doug Veliky, Chief Strategy Officer of craft brewery Revolution in Chicago. Doug’s unusual career path started in public accounting. After being knocked back for several positions which could have combined accounting with his love of craft beer, he started an Instagram account and a blog abou…
 
In this episode of The Retire Secure Podcast, we visit Jim's most recent webinar from April 27, 2021. In this first virtual event, Jim discusses proposed tax code changes and the best response for those changes and how these responses can continue to aid you against the SECURE Act. To learn more get Jim's latest book Beating The New Death Tax avail…
 
Today, we will do a bit of math to understand the number of wealth creation. We will talk about the variables to consider when you want to reach the desired level of wealth, and we will cover the most common mistakes people make when planning their journey to a wealthy life. What You Will Learn In This Episode: - How the change in the pension plans…
 
This week we look at: IRS begins revising returns that reported taxable unemployment and excess APTC HSA and HDHP numbers for 2022 released Census will not change the boundaries of qualified opportunity zones IRS looking to automate submission of power of attorney forms An audio only version of this week’s program can be downloaded or streamed belo…
 
As empire-building women, we are expected to do all. the. things. We're taught to chase this elusive work/life balance that that simply does not exist. It's time to trash this outdated approach to managing the many facets in the world of a successful entrepreneur and start seeking the best rhythm. Ready to make the upgrade? Check out the class note…
 
Art for an adventurous sole Painter and artist Alex Beard, from Alex Beard Studio in New Orleans joins Larry Mishkin, Jim Marty and Rob Hunt. Alex discusses a wide range of topics from his elaborate wildlife compositions created in his signature style of gesturalpainting, which he has coined “Abstract Naturalism," to Tales From The Watering Hole, h…
 
“A lot of it was just being in the right place at the right time. Back in 2009, when backyard chickens got really popular, there wasn’t a lot out there.” — Lisa Steele Fresh Eggs Daily started off as a simple blog about raising backyard chickens. Author Lisa Steele had no plans to monetize it and intended to just use it as an archive. But over the …
 
Certain arrangements and combinations just make perfect sense. Combinations-like a hamburger with fries, a hotdog and Pepsi at a baseball game, a shot of tequila, lemon, and salt combinations, a new pair of shoes with that new suit or dress, and tortilla chips with guacamole-all make sense. Support the show (https://paypal.me/321SETAPPT?locale.x=en…
 
Yes, this is the worst thing a prospect can do to a small business owner when the prospect really needs the product or service. I am talking about low-balling small business owner proposals. And I am emphasizing proposals when prospects really need the products or services. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)…
 
It's very common for small businesses to copy big corporate marketing and adThe vertising strategies. One strategy which works for big corporations but miserably fails for small businesses is offering price discounts. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)By Clarence Nappier
 
Toni Y. Long is the Managing Partner and the founder of The Long Law Group, PC, with a practice focused on entertainment and business transactions. Her business and corporate practice focuses on corporate governance, maintenance and formation, asset / stock purchases and sales, securities, and other corporate issues, as well as serving as general c…
 
The real estate market is white hot. Prices are up, interest rates are low, and people are clamoring to get their foot in the real estate door in many cities. Whether buying, selling, or renting, it can be hard to decide which option is best for you and how to do it right. This episode walks you through the financial factors you need to consider wh…
 
In our latest episode, we discuss the 2021-22 Federal Budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS089: The 2021-22 Federal Budget appeared first on Business Concepts Group.By Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
 
How an organization frames the discussion around bringing staff back together in the office matters. Jennifer Wilson, partner and co-founder of Convergence Coaching LLC, expands on her recent Journal of Accountancy article about reopening mistakes for organizations. Wilson is a speaker at AICPA & CIMA ENGAGE 2021 on the topic of managing a blended …
 
On today’s Intelligent Money Minute, we interview Morningstar’s director of personal finance, Christine Benz. Recently, Christine Benz was named in Barron’s Top 100 Influential Women for her dedication and impact in the financial industry. During this episode, we take a moment to learn more about who Christine is and what she loves to do in her spa…
 
In this episode, we will talk about profit, and we will discuss how the misconception between revenue and profit can cause problems and misunderstandings. We will also talk about maximizing profits, what the 50% rule is, and the Wants and Needs Analysis. What You Will Learn In This Episode: - Why revenue or top line is NOT what we need to focus on …
 
Ira Rosenbloom, chief executive officer of Optimum Strategies in Spring House, Pa., joins us to close our three-part series on the top expectations for specific personnel units of CPA firms. In this final episode Rosenbloom addresses the qualities best possessed by human resources departments. He discusses the need for leaders here to be motivation…
 
Are you going from meeting to meeting, never leaving your desk, getting more stressed out by the minute? In today’s B3 Break, take three minutes to think about how you can create your calendar cadence according to your energy levels! Amy Vetter explains in this episode why you should be more aware of your energy shifts throughout the day. If you’re…
 
“It’s really exciting to try new things and grow this business, so I can spread the word and educate more people throughout Canada.” — Jessica Moorhouse Millennial money expert, blogger, podcaster, and speaker Jessica Moorhouse is a well-known name in Canadian finance, having been featured in major publications including The Huffington Post, The Gl…
 
Dentists who digitally transform their dental practice with cloud-based software can operate more efficiently and profitably. What does this mean? It’s a system of resources without direct active management by the user, which means more time to focus on your practice. On today's episode of The Art of Dental Finance and Management podcast, Art meets…
 
On this episode Mike Jesowshek, CPA talks about what to do if you have business expenses that you accidentally paid for personally. 1) Why Should I Separate Business and Personal Expenses? 2) Okay, I Accidentally Paid For A Business Expense On My Personal Account. Now What? 3) FREE WEBINAR: Tax Secrets Nobody Tells Entrepreneurs - Sign-Up: https://…
 
Sponsors Odoo: https://cloudaccountingpodcast.promo/odoo Relay Financial: https://cloudaccountingpodcast.promo/relay MarginDriver: https://cloudaccountingpodcast.promo/margindriver Show Notes Coming soon! Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebo…
 
In this edition of Jim Lange's Retire Secure Podcast, we have a special Question and Answer session from Jim's March 2021 virtual event for you! Listen in as Jim offers his expert answers to questions being asked from the attendees of Jim's audience. He may end up answering questions YOU may have! If your questions have been answered in this episod…
 
In this episode, Tom and Phil are joined by Jonathon Fite, President of Professional Development Institute at the University of North Texas .Jonathon talks about the upcoming North American Petroleum Accounting Conference (NAPAC). The conference will be May 20th and 21st and will have both in person and virtual attendance options. Jonathon discusse…
 
On this episode, we are joined by by the charming and talented Jamar Jones, the founder of Foureva Media and the host of the Foureva Podcast. He is a video marketing and branding expert, along with a speaker, motivator and self-proclaimed comic book enthusiast. Jamar Jones oozes with positive energy from every pore. But that wasn’t always the case.…
 
Interviewed while in Rio Piedras, Puerto Rico, artist and producer Edje talks about how he got started writing music from learning music theory at a young age. Based in Atlanta, Edje does not use profanity in his lyrics and draws his musical inspiration from all genres. Check out Edje on Instagram at www.instagram.com/official_edje. Support the sho…
 
Julio Gonzalez, the founder of Engineered Tax Services, joined us from Florida for this episode of Where Accountants Go, the Accounting Careers Podcast. We find our guests for the show from many sources, but in this case we just noticed some intriguing content online and decided to delve deeper and find out more. Julio Gonzalez’ early career took h…
 
It’s difficult to shift ingrained belief systems to a new place. But it’s necessary if you are to discover your unique inner compass to follow your path. In this episode, Amy Vetter is joined by Kristi Vitali, founder of Be Well Austin Center & Yoga House and the developer of Connective Wisdom, to share the impact her parents had on her belief syst…
 
While playing professional football, Jedidiah Collins realized that he didn’t know how to manage money. Despite earning a high salary, he’d spend most of his paycheck right after he received it and didn’t know how to plan for the future. With encouragement from his family and mentor, he began to learn about personal finance, eventually studying for…
 
In this episode of the DEVELOP series podcast, we kick off our new Leadership segment as Danielle Reynolds sits down with Nathen McEown, Partner in charge of Campus Development. As you listen to this episode, you will hear from Nathen as he shares the opportunities, road bumps and growth he has experienced throughout his career and how he has DEVEL…
 
Today, we will talk about money stories, and why I believe that the money stories that keep us stuck are not taught, but caught. We will go through Brad and Ted Klontz’ four money scripts to understand how these stories affect us, and what we can do to prevent them from running our money life. What You Will Learn In This Episode: - Where our money …
 
Life and work in the pandemic era can be exhausting. Stress can make it difficult to focus on and execute your goals. ENGAGE 2021 speaker Rhonda Peterson believes taking the time to care for and nurture one’s energy can improve your career success, increase your businesses’ profitability, and provide a deeper sense of fulfilment. Peterson shares he…
 
So many times, we use the excuse that if we just had more money then we would be better at saving. Or if we just had that new car or a new house, then we could get on track with our spending. The fault in that logic is that, for those with money problems, nothing will ever be enough. Because lack of money is not the root of the issue, a bad relatio…
 
In this podcast, Steven G. Blum, CPA, CFE, principal with Control Risks Group in Washington, D.C., and a member of the Pennsylvania CPA Journal Editorial Board, previews his feature from the summer 2021 Pennsylvania CPA Journal. Blum offers tips for helping companies manage thorough whistleblower investigations, including having an established proc…
 
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