Best Maya Weinreb Podcasts (2024)

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Episode 377: Maya Weinreb - Challenges & Misconceptions in the Bookkeeping Industry 41:38

4h ago41:38

41:38

In this episode, I am joined by Maya Weinreb, the founder of Solvency Now, to discuss her journey from being a full-charge bookkeeper to running a successful remote bookkeeping business. Maya shares her insights on the challenges and misconceptions in the bookkeeping industry, the cultural nuances of managing a remote team, how she handles the hiri…

1
Episode 376: Loren Fogelman - Transform Your Accounting Firm with the Value Pricing Model 55:23

2h ago55:23

55:23

In this episode, I am joined by Loren Fogelman, a renowned business coach at Business Success Solution, recognized by HubSpot as one of the world’s top 22 business coaches. Loren shares her expertise in transitioning accounting firms from the traditional hourly billing model to a value-based pricing strategy. She outlines her “Raise Your Rates” for…

1
Episode 375: Amy Vetter - Achieving Work-Life Harmony with the B3 Method 47:08

14d ago47:08

47:08

In this episode, I explore the B3 Method (business, balance, and bliss) for achieving work-life harmony with special guest Amy Vetter, a CPA, entrepreneur, and yoga teacher. Amy shares her journey from a traditional accounting career to incorporating yoga and mindfulness into her life and business practices. She discusses the importance of self-ass…

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Episode 374: Orin Schepps - Streamlining Accounting Processes with Consultance 36:52

12h ago36:52

36:52

In this episode, I got to sit down with Orin Schepps, the CEO & Founder of Consultance, who believes in the power of financial clarity and strategic insights to drive organizational and business success. Today we discuss the role of technology in modern accounting practices, covering the challenges and solutions associated with implementing and man…

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Episode 373: Randy Crabtree - Inside the 2nd Annual Bridging the Gap Conference 37:27

5d ago37:27

37:27

In this episode, I got to sit down with Randy Crabtree, the co-founder of Tri-Merit Specialty Tax, Host of the Unique CPA Podcast and Bridging the Gap Conference, and Keynote Speaker. We discussed Randy’s background in accounting and what led him to start Tri-Merit. He shares the overview of the upcoming Bridging the Gap Conference in Chicago and w…

1
Episode 372: Eric Mangold - Increasing Revenue: The CPA-Financial Advisor Alliance 53:50

1M ago53:50

53:50

In this episode, I got to sit down with Eric Mangold, the founder of Argosy Wealth Management. We discuss the challenges CPAs face and how financial advisors can work collaboratively with accountants to benefit clients. We also talk about increasing revenue, AI, growing client portfolios, decreasing tax liability, and how financial advisors do thin…

1
Episode 371: Jackie Meyer - Tax Planning in the Digital Age 45:43

1M ago45:43

45:43

In this episode, I got to sit down with Jackie Meyer, CPA, doctoral candidate, and founder of TaxPlanIQ. She has a passion for blessing accounting firms with health, wealth, and relationships via results-driven coaching, consulting, and tech. Our discussion focuses on proactive tax planning services and strategies for accountants.The conversation a…

1
The Truth About Women in Small Business 31:27

2M ago31:27

31:27

Join host Maya Weinreb, CEO of Solvency Now Bookkeeping and Maya Management LLC, as she explores managing both business and personal finances, with a focus on the experiences of women in leadership roles. In this episode, Maya discusses: The development of her new app, 'Bling Board,' designed to revolutionize personal finance management. Challenges…

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Real Estate Bookkeeping Tips You Should be Implementing 23:44

2M ago23:44

23:44

In this compelling episode of Bottom Line, host Maya Weinreb, CEO of Solvency Now Bookkeeping and Maya Management, LLC, dives deep into the world of real estate and the strategic bookkeeping that supports it. This episode is a treasure trove for real estate investors seeking clarity and efficiency in managing their finances. Key Highlights: -Insigh…

1
Episode 370: Angela Meharg - Datisfy’s Quest to Solve QuickBooks Woes Using Custom Reports 40:21

2M ago40:21

40:21

In this episode, I got to sit down with Angela Meharg, one of 2024’s Top 50 International QuickBooks ProAdvisors. Angela is neither a bookkeeper nor an accountant but she is definitely accounting-adjacent. Her company, Datisfy, focuses on one single thing: Custom Reporting for QuickBooks and she's been doing that for 10 years now. Join us as we dis…

1
Episode 369: Melissa Miranda - Empathy-Driven Accounting 40:56

2M ago40:56

40:56

In this episode, I got to sit down with Melissa Miranda, CPA, wife, mom, and business owner, to discuss the often overlooked aspects of empathy and communication in the accounting field. As the owner of Step By Step Accounting, recently named a top 50 Woodard Accounting Firm, Melissa shares her personal journey that led her to focus on these softer…

1
The Inside Scoop on Taxes, The IRS and Bookkeeping 29:48

2M ago29:48

29:48

Join Maya Weinreb, expert bookkeeper and CEO of Solvency Now Bookkeeping Firm, in another informative episode of "The Bottom Line." In this episode, Maya tackles the intricate world of tax deductions, providing vital tips on optimizing your business finances to enhance deductions and reduce tax liabilities. Highlights of this episode include: Under…

1
Episode 368: Kelly Gonsalves - Scaling Your Firm with Automation and AI 53:36

2M ago53:36

53:36

In this episode, I got to sit down with Kelly Gonsalves, a QuickBooks Pro Advisor and the founder of Totally Booked. Her mission is to assist every small business in becoming more profitable by utilizing efficient accounting processes. We dive into her insights on scaling an accounting firm through automation and leveraging AI. Kelly discussed her …

1
Episode 367: Ajoy Krishnamoorthy - Transforming Inventory Management with Cin7's Intelligent Platform 35:20

3M ago35:20

35:20

In this episode, I got to sit down with Ajoy Krishnamoorthy, the CEO of Cin7, a fully integrated, cloud-based inventory management software that streamlines stock management across multiple channels. We dive into the key benefits of implementing an intelligent inventory management system, especially as businesses scale across multiple sales channel…

1
Episode 366: Paul Hamann - Myths Around Reasonable Compensation 43:03

3M ago43:03

43:03

In this episode, I got to sit down with Paul Hamann, the Founder and President of RCReports. He has more than 13 years of experience in providing online solutions for determining Reasonable Compensation for Closely-Held Business owners. We discuss the often misunderstood topic of reasonable compensation for S corporation owners. We dispel common my…

1
Budgeting for Small Businesses: What They Don't Teach You 24:50

3M ago24:50

24:50

In this episode of "The Bottom Line," host Maya Weinreb, CEO of Solvency Now Bookkeeping Firm, delves into the critical world of budgeting and financial planning for small businesses. Maya discusses the fundamental differences between government and small business budgeting, shedding light on effective strategies to avoid wasteful spending. Join us…

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Master Your Finances: Avoid These Bookkeeping Mistakes 35:34

3M ago35:34

35:34

In this episode, Maya gets candid about the common misconceptions surrounding payroll and taxes that many business owners face. She shares invaluable insights into the importance of understanding your financial statements, the nuances of profit vs. cash in hand, and how effective bookkeeping can drastically improve your business's health and help a…

1
Episode 365: Scott Scarano - The OK Rapper from Accounting High 56:53

3M ago56:53

56:53

In this episode, I get to chat with Scott Scarano, an accountant and rapper known as the "OK Rapper." Scott shares his unique journey from a traditional accounting background to embracing his passion for rap music and performing at accounting conferences. He delves into how leveraging technology and it allowed him to free up time and pursue his cre…

1
Episode 364: Lukas Sundahl - The Accounting Career Path: Beyond the Traditional CPA 38:50

4M ago38:50

38:50

In this episode, we delve into the diverse paths one can take within the accounting profession. Our guest, Lukas Sundahl, shares his own unconventional journey, starting as a personal trainer to transitioning into accounting through an MBA and CMA certification. Lukas emphasizes the importance of exploring different accounting designations, such as…

1
The Bottom Line: New Show Format 39:48

4M ago39:48

39:48

Welcome to the first episode of the new format of "The Bottom Line," a show where we dive deep into all things money-related. Hosted by Maya Weinreb, owner and CEO of Solvency Now Bookkeeping, a bookkeeping firm located in Tampa, FL. Maya is a dynamic and engaging personality with extensive experience in bookkeeping and finance, this episode offers…

1
Episode 363: John Higgins - Microsoft Copilot & Generative AI Opportunities for CPAs 40:01

4M ago40:01

40:01

In this episode, we dive into the rapidly evolving world of generative AI and its implications for the accounting profession. My guest, John Higgins, a Strategic Technology Advisor, Coach and Author, shares his insights on how AI tools like ChatGPT and Microsoft's Copilot can augment and enhance the work of accountants. We explore the potential of …

1
Episode 362: Adam Lean - The Pathway to Profitable Accountant Advisory Services 41:24

4M ago41:24

41:24

In this insightful episode, we delve into the world of client advisory services and how accountants can break free from the commoditized nature of traditional accounting services. My guest, Adam Lean, CEO of The CFO Project, shares his journey from being a former accountant to a two-time entrepreneur, and his passion for empowering business owners …

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Episode 361: Crypto Tax Prep: A Game-Changer for Accounting Firms with Brian Ernest & Mike Ring 33:52

5M ago33:52

33:52

In this eye-opening episode, Brian Ernest and Mike Ring, co-founders of Blockchain Crypto Tax Prep, provide invaluable insights into the complex world of cryptocurrency taxation. As the adoption of digital assets continues to surge, accountants find themselves grappling with the unique challenges of reporting crypto transactions accurately. From de…

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Episode 360: Gaynor Meilke - How Lead Generation Works in B2B 32:39

5M ago32:39

32:39

In this episode of the Tech Talk for Accountants Show, I am joined by business strategist and certified business coach, Gaynor Meilke to explore marketing approaches and strategies tailored for accounting firms and professionals. We discuss common blind spots in accounting firm marketing such as not considering the end client's perspective and lack…

1
Episode 359: Nancy McClelland - Breaking Down Barriers Between Bookkeepers and CPAs 54:50

5M ago54:50

54:50

Nancy McClelland, AKA "The Dancing Accountant," joins us to discuss ways bookkeepers and CPAs can work better together to serve their shared clients. We talk about the historical divides between these professions and how modern technologies like Keeper and Right Tool are making new levels of collaboration possible. The goal is to move from merely d…

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Episode 358: Janelle Charriere - Growing Your Business with Strong Boundaries 35:17

6M ago35:17

35:17

Janelle Charriere joins me to discuss strategies for growing an accounting firm, including how to set boundaries with clients. We talk about when and how to start saying "no" to undesirable clients, the importance of niche focus, and best practices for firm processes and security. Janelle shares insights from transitioning to running her own firm, …

1
Episode 357: Isaac Perdomo - Process Automation and Software Integrations for Accounting Firms 37:24

6M ago37:24

37:24

Dive into how accounting firms can drive efficiency through process automation and software integrations. We explore low-hanging fruit like client onboarding as well as more advanced projects like syncing sales channels to general ledgers. Discover a framework for prioritizing automation based on ease of implementation and value created. Learn the …

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Episode 356: Matt Banker - How To Turn Free Advice Into Paying Customers 39:30

6M ago39:30

39:30

Should you give away your best advice for free? We discuss why sharing your expertise openly can actually gain you more clients and credibility. Learn how to position yourself as the trusted guide - not the hero - when marketing professional services like accounting. Discover opportunities beyond traditional tactics to build relationships through o…

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Episode 355: Amanda Connolly - CPA Charge Eliminates Payment Headaches for Accounting Firms 15:19

6M ago15:19

15:19

Getting paid shouldn't be a chore for accounting firms. Today’s guest, Amanda Connolly, and I discuss how firms can effortlessly collect client payments online. We discuss the importance of niche payment solutions tailored for the accounting industry, including key features like payment plans, recurring billing, and surcharging capabilities. Discov…

1
Episode 354: Bryson Webster - The Future of Accounting: How Canopy is Leading the Way 18:25

7M ago18:25

18:25

In this episode, I talk with Bryson Webster, VP of Partnerships & Strategy at Canopy, about how they are helping accountants leverage AI to automate workflows in my accounting firm. We discuss how Canopy built an end-to-end practice management suite to eliminate the hassle of disjointed tools that don't communicate. Bryson explains how their integr…

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Episode 353: Nellie Akalp - Streamlining Business Formation and Taxes for Accountants 29:07

7M ago29:07

29:07

Today's episode explores how accountants can expand their service offerings through strategic partnerships, specifically in the area of legal filings and business formation. We discuss the importance of providing value-added services to clients, beyond just tax preparation and bookkeeping. By partnering with companies like CorpNet, accountants can …

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Episode 352: Andy Root: Building Strong Client Relationships Through Advanced Accounting Tech 25:15

8M ago25:15

25:15

Welcome to another episode of the 'Tech Talk 4 Accountants Show,' where we explore the intersection of accounting and cutting-edge technology. Today's episode, 'Andy Root,' is brimming with insights for accountants aiming to enhance their firms through tech solutions and meaningful relationships. Our host, Andrew Lassise, and an array of speakers e…

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Episode 351: Will Hill- The Significance of Having a Business Process Documented 44:41

8M ago44:41

44:41

Will has more than 20 years of experience working with tax and accounting companies to enhance their business strategies, daily operations, and customer interactions. Will was named one of the Top 100 Most Influential People in Accounting by Accounting Today in 2021. Will Hill Consults was founded out of love for seeing businesses and business lead…

1
Episode 350: Jesse Rubenfeld – Exploring the Intersection of Accounting and Technology (Repurpose) 46:50

8M ago46:50

46:50

🎙️ Listen to the latest episode of the Tech Talk for Accountants show, where we dive into the fascinating world of accounting and technology! Join us as we sit down with Jesse Rubenfeld, a CPA and Python engineer, who shares his unique journey and experiences in the industry. Jesse's passion for both accounting and engineering led him to found FinO…

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Episode 349: Isaac Smith - Unlocking Global Talent: Offshoring Success in Accounting 45:03

9M ago45:03

45:03

Isaac Smith, the founder of Team Up. Isaac takes us on his entrepreneurial journey, starting with his own bookkeeping firm and expanding into offshoring. The conversation takes unexpected turns, showcasing the dynamic nature of the discussion. Delving into the relevance and advantages of offshoring in the accounting industry, the podcast highlights…

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EP 348: Giles Pearson - The Future of Accounting: Exploring AI's Role in Efficiency and Skill Assessment (Repurpose) 41:38

9M ago41:38

41:38

Giles Pearson, the CEO and co-founder of Accountests, acompany that specializes in skills assessment and training for CPAs. The interview focuses on the role of AI in the accounting industry and how it can be used to streamline processes, reduce errors, and improve efficiency. The effect of AI on jobs in the accounting sector is alsodiscussed in th…

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Episode 347: Lance Brandow-Small Stock Pro: Inventory Software Made Easy 25:17

9M ago25:17

25:17

Lance Brandow is the creator of Brandow Consulting, aQuickBooks inventory software assessment and implementation company specializing in the following software programs: MISys Manufacturing, Method:CRM, Fishbowl Inventory and Cin7. With over 15 years personal experience with Fishbowl Inventory, he spends around 50% of his time consulting Fishbowl u…

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Episode 346: Alison Ball-Simplified Tech: Making Complex Tasks User-Friendly 18:04

9M ago18:04

18:04

Alison is an effective connector and communicator. It takes both art and science to develop and manage results-driven influencer based PR, content marketing initiatives, ambassador programs, and experiential marketing campaigns. The science is in the plan, sequencing, messaging, and measurement, while the art is in keeping people satisfied. She pos…

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Episode 345: Katie Thomas-Mastering the Art of Social Media: Choose, Connect, Converse, Create 41:51

10M ago41:51

41:51

As the founder and owner of Leaders Online LLC, KatieThomas, CPA is a recognized expert in content production, digital marketing strategy, and public speaking. She was recognized in 2021 as one of the Top 50 Women in Accounting and one of the 40 Under 40 by CPA Practice Advisor. Prior experience includes working for two of the biggestprofessional s…

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Episode 344: Jeremy Wood-Harmonizing Innovation and Stability: The Business Balancing Act 21:02

10M ago21:02

21:02

Jeremy Wood is from Firm 360, the all-in-one practicemanagement software, and an advisor. They aim to keep solid connections withthe people we help. They are aware that to do that, they must gain the respectof every single client. Because of this, they work hard to satisfy and evenbeyond all of their clients' expectations. They wish to have a const…

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Episode 343: Jason Richelson-Streamline Success: Automating Accounting for Modern Firms 13:26

10M ago13:26

13:26

Jason Richelson is the Co-Founder and CEO of Bookkeep, anautomation platform for accountants, bookkeepers, and business owners. He has spent the last 20 years extremely knowledgeable about accounting, business automation, and payment methods. Before founding firms like InternetCash.com, The Greene Grape Grocery, Simply Wine, and ShopKeep, Jason sta…

1
Episode 342: Tom Wheelwright-Tax Mastery: Winning Strategies for Business Owners and Investors 45:37

10M ago45:37

45:37

The visionary and best-selling author Tom Wheelwright, CPA,is behind numerous businesses focusing on wealth and tax strategies. Tom isalso a well-known platform speaker, a prominent authority on partnerships andcompany tax methods, a published book, and a pioneer in wealth education. In his best-selling book Tax-Free Wealth, Tom Wheelwrightteaches …

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Episode 341: Dave Olsen-Charting a Course to Success: Navigating Leadership and Vision in Business 45:52

11M ago45:52

45:52

He is the Nimbl founder and CEO. They are committed tofreeing up leaders' time so they can concentrate on having the impact they want to see in the world. He is a CPA in both the US and Canada, so he is familiar with accounting and has experience starting a firm. Nimbl began with only him working as a contract CFO fornumerous other companies as wel…

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Episode 340: Rory Henry-Mastering Wealth: Navigating Financial Planning, Accounting, and Behavioral Finance 40:59

11M ago40:59

40:59

Rory has more than 15 years of experience working as a taxand financial counsellor. In order to provide holistic wealth managementservices, he has developed the AFO Wealth Management Forward program, which collaborates with accounting companies. Technology enthusiast Rory is skilled at streamlining wealth management, accounting, and tax services wh…

1
Episode 339: Bryson Webster-AI: Pioneering the Next Generation of Technology 22:36

11M ago22:36

22:36

The position of VP of Business Development and Corporate Strategy at Canopy was first held by Bryson Webster in 2022. Before that, from2022 to 2021, they served as Bolt's Director of Strategic Partnerships. Bryson served in several capacities at Adobe between 2021 and 2011, including Principal, Product Partnerships, Senior Manager, Business Develop…

1
Episode338: Judie McCarthy-ChatGPT Unleashed: A Dive into Conversational AI 31:28

11M ago31:28

31:28

Judie is a qualified accountant and a member of the ClientHub founding team. She is aware of many of the difficulties faced by theaccounting profession when dealing with SMB clients. She created auser-friendly yet effective platform that offers businesses a completely newapproach to collaborate with their clientele. The straightforward concept behi…

1
Episode 336: Eric Green - Unlocking Profit Potential: Tax Representation in the AI Era 34:34

12M ago34:34

34:34

Tax attorney Eric Green from the Tax Rep Network. They explore how tax representation has become increasingly relevant in the face of AI advancements and the IRS's focus on non-filers and taxpayers with balances. Green stresses the value and profit potential in tax rep practice while shedding light on the IRS's use of AI and data for audit targetin…

1
Episode 335: Paul Hamann-Unmasking the Truth: Misconceptions about Wages and Salary 43:14

12M ago43:14

43:14

Paul is the founder and president of RCReports, Inc., abusiness that offers consulting services and software solutions for Reasonable Compensation to the accounting sector. The first online tool for creating Reasonable Compensation for Shareholder-Employees of S Corps, RCReports.com, was conceptualized by Paul. Paul has worked as an executive recru…

1
Episode 334: Ellen Choi-AI Chat GPT: Revolutionizing Accounting – The Future Unveiled 38:23

1y ago38:23

38:23

Ellen Choi is cofounder and COO at Aiwyn. She assists businesses that provide professional services in accelerating their cash flowand providing exceptional client service. The mobile location-based gaming firm Booyah, which was funded by KPCB and Accel, employed Ellen as its Senior Director of Product Management from 2010 through 2013. Prior to th…

1
Episode 333: Tonya Schulte-Mastering the Niche: Establishing Authority in your Field 47:14

1y ago47:14

47:14

Tonya Schulte, the co-founder of Schulte and Schulte, LLC,had gained enough experience working for nearly 20 years in the corporate worldof construction to "bring it home" and launch her own business. Sheis a mother of three "office helpers" who serve as catalysts to keepher active. She is married to Joe, her co-founder. Along with managing her own…

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