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Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.
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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.
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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The With Interest podcast brings you unrivalled commentary and thought leadership for businesses, accounting and finance professionals. Each week, we share expert industry opinions, insights and resources across accounting, public practice, taxation, auditing, finance, strategy, leadership, economic and business-related issues. Subscribe today to stay up-to-date with the latest episodes. With Interest is presented by CPA Australia, one of the world’s largest accounting bodies, with core serv ...
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Oh My Fraud
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Oh My Fraud

Greg Kyte & Caleb Newquist

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"Oh My Fraud" is an irreverent podcast from CPA/comedian Greg Kyte and blogger/former CPA Caleb Newquist. The two come together to unpack their favorite frauds and explore the circumstances, psychology, and interpersonal dynamics involved. They also fully indulge in victim-blaming the defrauded widows, orphans, infirm and feeble-minded—because who can resist? If you fancy yourself a trusted advisor—or prefer your true crime with spreadsheets instead of corpses—listen to this show to learn wh ...
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CPA Life
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CPA Life

John Randolph

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CPA Life, with host John Randolph, focuses on Local CPA Firm leaders across the country that are going against the grain and building exceptional organizations through non-traditional practices. The stories from this podcast show us how there are firms outside of the Top 100 nationally where you have the ability to build a sustainable, family-friendly career in the accounting profession. Listen in and discover how that's not the exception – but the rule!
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Mastering Money
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Mastering Money

Chartered Professional Accountants of Canada (CPA Canada)

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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.
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CPA CAREER PATHS
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CPA CAREER PATHS

Rosey Flaherty, CPA, MSA

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Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.
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Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA and Alicia Katz Pollock, MAT. Hector and Alicia break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.
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Money Guy Show
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Money Guy Show

Brian Preston and Bo Hanson

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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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Foresight: The CPA Podcast asks CPAs to reimagine their position at the centre of the economy. Accountants face an urgent choice: embrace change or risk falling behind, losing relevance and being replaced by competitors. Foresight: The CPA Podcast takes a deep dive into how societal shifts are transforming the role of CPAs. From AI to ESG. From protecting the environment to protecting professional ethics. Each episode asks CPAs to reimagine their position at the centre of the economy. This p ...
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Unlock the full potential of your CPA firm with Taxaroo, the premier management software designed specifically for accounting professionals. Say goodbye to tedious paperwork, data entry errors, and time-consuming processes. Taxaroo streamlines every aspect of your practice, from client management to tax preparation, so you can focus on what truly matters – delivering exceptional service and maximizing profits. With Taxaroo, you can effortlessly manage client information, track billing, and m ...
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Deadhead Cannabis Show
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Deadhead Cannabis Show

Larry Mishkin, Rob Hunt, Dan Humiston, Jamie Humiston, PodConx

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Candid discussions about cannabis inspired music, great past and upcoming concerts and the social implications of legalized cannabis. Old-school Grateful Dead fans, cannabis attorney Larry Mishkin and cannabis attorney / investor Rob Hunt share their cannabis stories and view of the industry. Produced By PodConx
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Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
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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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The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus on tax savings and ways to have a financially sound back bone to your small business. Our goal is to have you paying the least amount in taxes as legally possible.Hosted by by Mike Jesowshek, CPA, this is a quick hitting podcast aimed to get you important information without all the fluff. You can find episodes, blog posts, our Tax Minimization Program and more on our website: www.TaxSavingsPo ...
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To CPA or NOT to CPA? Public vs Private? What if you could run an experiment? Take twins, with identical DNA, life experiences, education, GPAs, majors, internships, and careers as accountants. Then have twin A go private and have twin B become a CPA and go public. Follow Becky Steiger and Norma Steiger on their separate journeys in the private and public accounting worlds! Together they will compare and contrast their experiences and goals in the accounting profession.
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Real moms. Real mom financial issues. Real moms in business. Real stories.I am Booth Parker. A CPA, wife, and mom that loves all things home and family. In this podcast, I talk all things money for moms, families, and small business. From tips to ideas to info you just need to know, I break it down so moms can apply it to their own families and businesses!
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The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www. ...
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The FICPA podcast is to inform and educate our members & the CPA community with today’s hottest issues. Our mission is to serve our members, enhance their competency & professionalism, support professional standards, promote the value of our members & advocate on behalf of the CPA Profession.
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Technology in the finance sector is rapidly growing, particularly when it comes to how business leaders and entrepreneurs integrate new information system developments into their operations. In this podcast, FloQast CEO Mike Whitmire (inactive CPA) and Producer Drew Carrick, CPA (The Rapping CPA) co-host a bi-monthly discussion, with occasional guests, on timely news and updates that impact the accounting, finance, and technology sectors, through an entrepreneurial and thought leadership len ...
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An educational podcast to teach you about how taxes affect your business and personal lives and how to lower your tax bill. Taxes affect every area of life, from buying a house, trading stocks, trading NFT/Crypto currency, operating a business, and even giving birthday gifts. We are here to help you understand the complexities of the tax code. Disclaimer: The purpose of this podcast is for educational purposes. Please consult with your accountant, financial advisory and other resources befor ...
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Do you owe back taxes to the IRS or your state government or have unfiled tax returns? Then this is the podcast for you! Every Monday, Wednesday, and Friday, Logan Allec, CPA — owner of A+ BBB-accredited tax resolution firm Choice Tax Relief — explains exactly how to get tax relief for your back tax debt. Would you like a FREE tax relief consultation with Logan's company, Choice Tax Relief? Schedule your consultation now by calling 866-8000-TAX!
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 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. Hall CPA, PLLC is a CPA firm that exclusively ...
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David Adams, CFP®, CPA, Carson Odom, CFP®, CPA, and Myles Zueger, CFP® are financial advisors in Nashville, TN. Together they are committed to the financial well-being of clients. Helping them to live well & retire, too. Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. David Adams Wealth Group is not a broker/dealer & is independent of Raymond James. Content repres ...
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CFO THOUGHT LEADER brings you first hand accounts of CFOs who are driving change within their organizations. Our interviews capture their actions so that you can learn what might work for your organization. In addition to their company history we share the career journey of our spotlighted guest: What do they struggle with? How do they persevere? What makes them successful?
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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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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 some cool things 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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The Backpack CPA brings you the "5 Question Friday" podcast sharing topics and discussions that impact the human behind the professional. We engage with thought leaders and success stories from various fields. Our aim is to inspire, motivate, and provide valuable insights to help you grow both professionally and personally. I invite you to start "growing" with us in your human journey instead of just "going" through it! "5 Question Friday" podcast. www.TheBackpackCPA.com thebackpackcpa.subst ...
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Welcome to the Art of Dental Finance and Management with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals through saving taxes, investing and planning wisely and managing your dental practice, so it can become as profitable as possible. Here is your host…CPA Art Wiederman.
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On the show you can expect to hear from everyone: from the intern, to the IT audit director, CAE and audit committee members because all of their opinions are important. We’ll talk about integrating tech into audit, how to get quick wins, the latest SOX guidance and whatever other topics the guests want to talk about and whatever you want to hear about. Be sure to subscribe to the show in whatever you’re listening to it on now and we’ll talk to you soon.
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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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Strategy, Tax, Accounting and Risk Management. You have entered the world of accounting. The place where business dreams and financial reality collide into things like journal entries, debits, credits and financial statements. . EVERYDAYCPA podcasts, helps you and your business better compete, better succeed and win, baby, win!
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show series
 
Randy welcomes John Pace, the 2022 Digital CPA Innovation Practitioner of the Year, to The Unique CPA for episode 125. John transformed his outsourced accounting department, which is focused on nonprofits and government contractors, after becoming its director about a year into his time at GRF CPA in Bethesda, Maryland. He shares his insights into …
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Liane Davey, PhD., and author of ‘The Good Fight’, distinguishes healthy and unhealthy workplace conflict and how CPAs can cultivate an environment that encourages collaboration. On this episode, renowned team effectiveness advisor and author of The Good Fight , Liane Davey, PhD., discusses how to manage problems in a workplace arising from individ…
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Call 866-8000-TAX or visit https://choicetaxrelief.com/free-cons... to book your FREE tax relief consultation! IRS one-time forgiveness is a special forgiveness program offered by the IRS for certain types of penalties and interest on these penalties. In this episode, I explain what IRS first-time forgiveness is, what kind of IRS penalties qualify …
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We're joined by Keith Conley, a financial advisor who embarked on a transformative journey from pastoral ministry to discovering his true passion in finance. Keith's story is both inspirational and faith-driven, always seeking his calling. Our discussion delves into the paramount importance of financial planning and how Keith's firm, True Legacy Fi…
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Donny Shimamoto, CEO of IntraPrise TechKnowlogies, is a thought leader in public accounting who is transforming the industry through his focus on technology, people, and culture. On Episode 22 of CPA Life, Donny talks to John Randolph about how firms can address the staffing crisis through demand management, outsourcing, and automation. He also sha…
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It's so important to collaborate with your tax advisor, not just on business and investing events, but personal life events. Here's one example of how the client's baby created the opportunity for us to create hundreds of thousands in additional tax savings for our client by timing expenses and qualifying the client for a new tax election - the Rea…
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Unlock the full potential of your CPA firm with Taxaroo, the premier management software designed specifically for accounting professionals. Say goodbye to tedious paperwork, data entry errors, and time-consuming processes. Taxaroo streamlines every aspect of your practice, from client management to tax preparation, so you can focus on what truly m…
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The Disruptors With Liz Farr By age 35, Jason Deshayes, CPA/PFS, CFP, CKA, was already co-owner of a CPA firm in Albuquerque. He “hit the magic Shangri La that we’re all working for.” But it wasn’t right for him. He was bored with the long hours and felt he wasn’t growing. He wasn’t able to think about his firm the way he wanted to. So he and his p…
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On October 12, he's slated to present at the 2023 Audit Analytics Conference, delving into the topic of "Instant Insights: Enhancing Audit Reports through Data Visualization." In his episode, he reveals the pitfalls in developing data visualizations, shares dashboard engagement secrets, and coaches on transforming audits into compelling presentatio…
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In this episode, Brandon and Thomas discuss how high-income earners use real estate to reduce tax even without the real estate professional status (REPS), or the STR Loophole.Plus, we answer questions from the Tax Smart Investors Facebook Group.Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insidersE…
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This week Anthony and Cameron explain the world of the Nelson Nash Institute, a prominent institution in the realm of infinite banking. They share their personal experiences with Nelson Nash himself, and their journey towards becoming certified practitioners with the Institute. Along the way, they discuss the importance of the Nelson Nash Institute…
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In today's podcast, Paul has a conversation with Brett MacNeil of Scythe and Spade, a farm management and due diligence company. Brett as a junior in high school spent a year in New Zealand where he got his passion for farm and ranch investment and management. We review what goes into due diligence on farmland investment and talk about his livestoc…
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This episode of the Small Firm Philosophy podcast features an interview with Sandy Johns, owner of Revolution Financial, a small accounting firm based in the Atlanta area. Johns discusses how she culled her firm's client roster to a manageable size and how doing so affected her well-being professionally and personally. SFP is produced by the AICPA …
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This is a special cybersecurity awareness month edition of With Interest. Governments, businesses large and small, and individuals – no-one is safe from man in the middle attacks. Just ask Google, Facebook or Puerto Rico. Also known as payment redirection or invoice fraud, these schemes are devasting, highly profitable, growing and evolving. Join o…
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We get this question in different forms all the time - when exactly should you use your emergency fund, and what classifies as an emergency? We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level…
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"Tedeschi Trucks Band: Rocking the Garden Party with Warren Haynes and Trey Anastasio" Larry Mishkin discusses various topics related to marijuana law, culture, and music. He mentions updates on Tedeschi Trucks Band shows, including performances with Warren Haynes and Trey Anastasio. Larry also delves into the history of the song "It Takes a Lot to…
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Last week I talked about asymmetric investing and gave you an example of one of my own higher risk bets—Hedera with its HBAR Token. Right now, that cryptocurrency market is still sleepy. So, if you are motivated to do so, you could easily find a few tokens that are 10 percent or less of what they cost in the frothy market of two years ago and grab …
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As technology continues to reshape the business landscape, entrepreneurs are constantly seeking innovative strategies to stay ahead of the game. This episode offers a deep dive into one such strategy: conversational marketing. I had the pleasure of speaking with Natasha Willis, co-founder of the School of Bots. This fantastic platform has proven to…
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Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below: Visit our website: ambitiousbookkeepe…
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Of the different acquisitions with which Jason Leet became involved at ExactTarget of Indianapolis, Indiana, there’s little question that the seventh was the most impactful on his finance career. As it turned out, this would also be his last acquisition—or perhaps we should say his last ExactTarget acquisition, given that this time it was ExactTarg…
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David Zaslav is having the worst summer ever. He was heckled by thousands of graduates during his Boston University commencement address, publically shamed for holding a hunger games style gala in france, and had to fire his best friend! Oh and to top it all off, all of the workers he extracts his wealth from are on strike. Why doesn't anyone want …
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5 Question Friday (Video Segment) Guest: Amber Gray-Fenner (LinkedIn) This week’s guest is Amber Gray-Fenner, an EA & also an online journalist. We discuss the importance of lifelong learning and also the importance of building healthy habits and prioritizing your health. Amber also provides some wisdom on how to seek out leadership positions or sp…
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Brett and Jack draw parallels between the challenges faced by our three featured Planning Aces as they seek to optimize the talent resources and processes in their different organizations. The pressure to align strategy and execution is increasing, and all three CFOs share their responses to these external pressures. Brett also touches on the adopt…
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In this weeks episode, Hector and Alicia dive into the latest small tweaks and updates in QuickBooks Online that caught their attention. From rolling date ranges in reporting to bulk payroll editing and the demise of the business view navigation, they break down and discuss these little enhancements that left them smiling, along with pondering myst…
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Artificial Intelligence (AI) is here to stay. With more jobs being automated, are you at risk of being left behind? We discuss the potential benefits and risks of AI adoption, how it might reshape industries and considerations you need to make to remain employable in a world driven by AI. Hear from Shesta Babar, KPMG, as we explore the impact of AI…
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Call 866-8000-TAX or visit https://choicetaxrelief.com/free-cons... to book your FREE tax relief consultation! IRS Form 9297 is the Summary of Taxpayer Contact. It is a form that an IRS revenue officer provides to a taxpayer in their case inventory. In this episode, I go over the IRS Form 9297 part by part — and tell you exactly what you should do …
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Should you be worried about a possible upcoming recession, and how should you prepare your financial strategy? We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on…
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What are the pros and cons of having a business-owned vehicle versus a personally-owned vehicle? In this episode of the Small Business Tax Savings Podcast, Mike dives into the often confusing and overwhelming topic of business vehicles. From selecting, buying, and maintaining a car for business use to proving business use of a vehicle to the IRS. M…
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While in dental school the dream of one day owning your own practice may seem far off, but with good advice and a solid financial plan, you may be able to achieve that goal sooner than you think. In this episode of The Art of Dental Finance and Management podcast, Art meets with Bob Affleck, Dental Coach and Buyers Advocate at Dental Coach USA, to …
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Sponsors Caleb and Greg discuss a beloved oenophile who was shaking up the stuffy world of high-end wine collectors by buying and selling large quantities of sought after bottles. HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and …
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Roughly 20 years ago, Neha Krishnamohan arrived as a college freshman on Duke University’s Durham, N.C., campus, intent on pursuing a career that would someday grant her the agency to develop a product or therapy capable of solving a healthcare problem. Having grown up among family members with different careers in the medical field, Krishnamohan h…
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In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing quality assessments. In this episode you’ll hear: the inspiration behind Scrutinize & a detailed look …
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In today's podcast, Paul has a conversation with Norm Brown. Norm and his wife Cheryl are the founders of FBS Systems which provides farm management accounting. FBS is on their fifth generation of software. Norm and I discuss the history of FBS, how accounting software will change and evolve including AI. See omnystudio.com/listener for privacy inf…
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Next in line for the 2022 Internal Audit Beacon Awards winners spotlight on is Jami Shine. She is a thought leader, public speaker, and expert in risk assessment. In the show, Jami shares insights into what it requires to be recognized as a thought leader within the internal audit profession, making the most of your strengths while improving your w…
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In this episode, Brandon is joined by Kaylyn Deaver, Partnership Tax Expert, to discuss the five crucial things that limited partners should know before investing in a real estate syndication or fund. They explore: - What is depreciation and how does it affect my personal taxes?- Should I invest in a syndication personally or through an LLC, a reti…
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In this episode of Infinite Wealth, we dive into an unexpected but essential topic: long-term care insurance (LTC). Our guest, Ken Hurley, brings his 37 years of expertise in the industry to shed light on the importance of planning for long-term care and the options available to protect ourselves and our loved ones. Ken shares personal stories and …
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On Episode 124 of The Unique CPA, Randy talks to Mike Whitmire, CEO and Co-Founder of FloQast. Mike discusses how he overcame burnout in public accounting brought on by personal pain points to build FloQast, such as long hours both at a Big Four firm and at an L.A. startup, the difficulty of the month-end close process, and the need for a better wo…
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