show episodes
 
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.
 
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 ...
 
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Money Guy Show

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Money Guy Show

Brian Preston and Bo Hanson

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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. Get free resources, learn more about the Brian and Bo, and discover what it's like to work with us at moneyguy.com.
 
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Deadhead Cannabis Show

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Deadhead Cannabis Show

PodConX, Jim Marty, Larry Mishkin, Rob Hunt, Dan Humiston, Jamie Humiston

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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, cannabis CPA Jim Marty and cannabis attorney / investor Rob Hunt share their cannabis stories and view of the industry. Produced By PodConX
 
Upskill on your cannabis business, finance, and compliance skills! If you’re looking for quick, easy, and value-added information about doing business in the cannabis industry, then look no more. Each episode of Cannabis Business Minds will provide you with valuable tips and insight from industry leaders that you can apply to your own business or career. Hosted by CPA and Cannabis Advisor, Simone Cimiluca-Radzins, CPA.
 
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/
 
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.
 
A weekly podcast for cannabis business owners, investors and industry insiders. Join host Chip Schweiger, The Green Leaf CPA℠, as he brings you a podcast about cannabis, accounting and finance with actionable tips to make more money, improve profits and increase the value of your cannabusiness. Each week, the brightest minds in our community, from under the canopy to inside the boardroom, share knowledge and drop wisdom.
 
Exclusive information. Extraordinary insight. 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 advice, bold insights, and confidential access to exclusive intelligence and d ...
 
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Millionaires Unveiled

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Millionaires Unveiled

Clark Sheffield, CPA and Jace Mattinson, CPA

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Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portf ...
 
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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The Dabs And Show

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The Dabs And Show

The Prophet & The Terp CPA

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A look into the world of cannabis concentrates. Educating about different cannabis concentrate consumption techniques while also diving into different topics ranging from food/cannabis concentrate pairings, consumption device reviews, dabs with debate and much much more!
 
From the great minds at Cerebral Palsy Alliance (CPA), Cerebral Conversations tackles the biggest issues impacting people living with cerebral palsy and similar disabilities. We’re going all in on early intervention, advocacy, research, inclusion and a whole lot more, to untangle the curliest of ideas with the people who understand them best. Join our special guests and hosts for eye-opening, norm-challenging conversations. Listen to the powerful and poignant journeys of Australians living w ...
 
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 ...
 
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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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The CPA MOMS Podcast

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The CPA MOMS Podcast

Dawn Goldberg, CPA, Community Manager at CPA MOMS

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This podcast is brought to you by CPA MOMS®. We provide business owners with an affordable solution by working exclusively with talented CPA's willing to exchange high salaries for flexibility. We pride ourselves on being the "eHarmony" of the accounting world, supporting female accountants who want a career as well as a family. If you are a busy female accountant who also happens to be a mom, struggling to have it all - a thriving career and a happy family - then this podcast is the resourc ...
 
With each episode, your host Glenn Harper will help you build your brand and tap into your greatness. His guests bring intriguing and entertaining clarity to help you increase your confidence in building your business. Since beginning Harper CPA Plus nearly 35 years ago, he continues to evolve and change the way he wanted CPA’s to be perceived and used by his clients. The fundamental premise for his motivation is simply to help people. This podcast is just another way Glenn and his team brin ...
 
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!
 
TaxGoddessLive is inclusive of all events, speaking, and other public connections of Tax Goddess Business Services, PC, Strategic Tax Coach, DropMyTaxes, and Tax Goddess International.This includes:1)Shauna A. Wekherlien, CPA, aka the Tax Goddess, Public Speaker2)Fireside Chats (our broadcast & podcast events)3)Webinars & Seminars: Educational & Topic Specific4)In-Person Events5)Social Media Presence (YouTube, FaceBook, LinkedIn, Twitter, etc)We strive to Educate, Entertain, and Inspire Entr ...
 
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.
 
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 ...
 
It’s astounding what one positive action or change—big or small—can do for a business. Improve staff morale, enrich the client experience, turbo boost operational efficiencies. All possible when firm leaders acknowledge issues and commit to making change…to getting a little better every day. In this modern-day fireside chat-esque podcast, Darren Root, CPA and 30+-year firm owner and serial implementer of change, strives to incite self-assurance and inspiration in accounting professionals who ...
 
The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
 
Relevant updates regarding your tax liabilities and tax deduction opportunities.About our firm:We are both a CPA and CTC (Certified Tax Coach) firm. -The CPA part lets you sleep safe at night that you are compliant, the CTC means we are always looking for tax savings while maintaining compliance. Our goal is to save you more in taxes than our fees. Published author: Mike helped co-author ‘Writeoffs to the Rescue! -‘Most business owners simply are not aware of all the strategies you can use t ...
 
Mubarak Shah from the InPennyStock (www.inpennystock.com) reveals all of his penny stock trading strategies, techniques, advice, and resources so you can gain a competitive edge in the penny stock markets. If you're new to the stock market and want to get started investing or trading penny stocks, this is the EXACT podcast for you. Learn how to turn a mere $500 into $10,000+ by understanding the market trends and patterns that Mubarak teaches in these podcast episodes. Although not a million ...
 
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Simply Tax

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Simply Tax

Damien R. Martin, CPA

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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 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.
 
Foresight: The CPA Podcast asks CPAs to reimagine their position at the centre of the economy. La série Balados pour CPA : Voir demain invite les comptables à se repositionner en plein cœur de l’économie. 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 protectin ...
 
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show series
 
In this episode, Brandon and Thomas answer questions that are frequently asked by clients and members of the Tax Smart Crypto Investors Facebook group.Learn more about Landlord Studio: www.landlordstudio.com/cpaJoin our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: …
 
Nothing can be more injurious to a CPA firm’s reputation – not to mention its bank account – than a client introducing a large malpractice claim. Based on her article for the Journal of Accountancy by Sarah Ference, CPA, risk control director for the accountants program at CNA Insurance, explores the signs that a large malpractice claim could be on…
 
What actually makes a good leader? If you ask 100 people what they think makes a good leader, you’re going to typically have very different definitions, often depending on the person’s experience with good and bad leadership. The simple, but powerful truth is that leadership operates from one of two places - above the line or below the line - but n…
 
In this second episode of this two-part episode, Phil continues his conversation with Adrienne Gonzalez, Senior Writer at Growing Concern, about why the number of people taking the CPA exam has decreased. Adrienne also talks about where she sees this profession is going and share more on what Growing Concern covers.…
 
On episode 55 of The Unique CPA, Randy is joined by Doug Brown of Summit Success International. Doug and Summit specialize in helping professionals and businesses take control of their workflow and time in order to better serve their clients, their employees and coworkers, and themselves. Randy focuses his questions around burnout, and Doug shares …
 
Sponsors Rewind: https://cloudaccountingpodcast.promo/rewind CenterCard: https://cloudaccountingpodcast.promo/center Client Hub: https://cloudaccountingpodcast.promo/clienthub Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Get CPE for listening to podcasts with Earmark CPE: https://earmarkcpe Show Notes 3:57 –…
 
You better hold on, because Artificial Intelligence is about to take off, and social disruption is sure to follow. In this episode, Martin Ford joins Tom to help us discover how AI will impact you, your business, and how you can position yourself to benefit from its increasingly large role in day-to-day life. Learn more about your ad choices. Visit…
 
Today’s guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients clean up their messy books and understand their cash position, so they can better capitalize on opportunities. Shaan is a client, and we’ve been working together since about April. In less than eight months and with two tax…
 
Join Drent J. Shields, CPA, MBA, CISA, CITP, Audit Partner, and Kyle Wehrli, CPA, CISA, CTP, Audit Manager, of PKF Mueller's Risk & Controls team for an in-depth interview of SOC reporting, best practices to help companies, such as cloud-based SaaS providers, choose their SOC auditor, and the Firm's unique and client-centric approach to SOC audits.…
 
Is there a real possibility of future stock market returns being lower than historical averages? Are lower returns in 2022 inevitable? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial Order of Operations course Let’s make sure you’re…
 
“Passive income has to be one of the most delightful ways to make money.” — Melissa Houston Passive income. The holy grail. The type of revenue that everyone dreams about, right? I’ve got to tell you, I have some strong opinions about it! Passive income happens when you invest your money somewhere and your money starts working for you. This can mea…
 
Derek has a net worth of $1.1 Million. Of the 1.1M 95% is invested in equities between mutual funds and single stocks. He works as an officer in the Navy and has moved around numerous times during his professional career. Derek talks about investing in retirement accounts, including the government sponsored thrift savings plan, deciding when to buy…
 
Grateful Dead Live at Uptown Theater on 12-05-1979 Prior to the Dead's April 1980 release of the Go to Heaven album they tried out a lot of new material. Larry Mishkin and Rob Hunt discuss the album and dissect the lyrics of Alabama Getaway and all the references to Billy "Bojangles" Robinson who was best known for his dancing and playing the role …
 
This episode helps you evaluate your business and entrepreneurship and gives you actionable tips to make sure you're filling your entrepreneurial bucket with the right stuff and how to prepare for a successful 2022. You can download the year end business owner checklist here-> https://www.cbmnetwork.com/courses/bizchecklist Support the show (https:…
 
Creating wealth is surprisingly simple, but it isn't easy. Depending where you are at in your wealth-building journey, your experience may be vastly different from others. In this show, we'll talk about our 5 Levels of Wealth - and let you know which one you might fall in, and how to know you're doing it right. Check out our website for more inform…
 
In this interview, Richard Rothstein (Founder of Rothstein Consulting) speaks with Dan Tyer (Author of Inbound Organization, Hubspot) about what recruiting looks like for accounting firms in 2021, and how Covid has affected things. This is a little different episode in that we are talking to a marketing professional about organizational trends and …
 
Meet Our Guest: Megan Walker, CPA - Vice President of Accounting and Finance at Oxford Corporate https://www.linkedin.com/in/megan-walker-cpa-39843973/ Learn more about Oxford Collection: https://www.oxfordcollection.com/ Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Get CPE for listening to podcasts with Ear…
 
Sponsors OnPay: https://cloudaccountingpodcast.promo/onpay CenterCard: https://cloudaccountingpodcast.promo/center Relay Financial: https://cloudaccountingpodcast.promo/relay Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Get CPE for listening to podcasts with Earmark CPE: https://earmarkcpe Show Notes 0:07 – …
 
In this episode, Mubarak Shah, CPA of InPennyStock discusses the power of Solana and goes into the basics as to why it is going to overtake the Crypto market and end up on top. Check out The Wisdom App (https://www.wisdom.audio/) to connect with this Tuesday, Dec 7th at 11 AM EST if you are interested in connecting with me 1 on 1 to learn more abou…
 
Bitcoin and other cryptocurrencies have been exploding this year. So should you add crypto to your financial investments? And are you missing out if you don't? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial Order of Operations cour…
 
If you’re wondering how you or your loved ones can be more charitable and more tax efficient, then don't miss today’s show. Steven and Ben will be digging into this topic, outlining and explaining the various ways to give to your favorite charities in the most tax efficient way possible. You can find all show notes for this episode at: https://bit.…
 
On this episode Mike Jesowshek, CPA talks about last minute tax strategies that are available to business owners that need to be implemented before year-end. 1) High Level Quick Hit Year-End Items 2) Prepay Expenses Using the IRS Safe Harbor 3) Stop Billing Customers, Clients, and Patients 4) Buy Office Equipment 5) Use Your Credit Cards 6) Don’t A…
 
Most CPAs work super long hours for the revenue they bring in. Automation is upending the profession in profound ways. And the race for optimized efficiency is on. But there's another path and that path is not automation. It's authority. Here today to talk with me about this as my guest, Rochelle Moulton. Rochelle turns consultants and big thinkers…
 
In this episode Tom is joined by a guest co-host, Mallory Schlabach, SherWare’s marketing strategist, and also a special guest, none other than his co-host, Phil Sherwood. Phil talks about how he got started in oil and gas and what made him start his company creating software for the industry. He also goes into detail about the different product op…
 
Creating a successful practice that meets your clients’ needs while providing satisfying and meaningful work for you and your staff requires focus, discipline, and time. Listen to this episode of the Small Firm Philosophy podcast as Jack A. Heil, CPA shares lessons learned while journeying from the Big 8 to a sole practitioner that loves what he do…
 
With Sarah Johnson Dobek and Ty Hendrickson Inovautus Consulting Sales is sometimes presented as this abstract notion of convincing someone to buy your product, but it actually follows a simple framework. It may seem like an obvious answer, but there’s some science behind the why. Key Takeaways: What makes a good business developer. The skills prof…
 
When building a new or growing cannabis business, like it or not, in most cases, you’re going to have to raise external capital to give yourself some runway. There are, of course, companies that don't raise capital and bootstrap, and while that’s recommended if you can do it, it’s really not feasible for most companies who want to invest in growth.…
 
In this episode, Brandon and Thomas go through tax issues that crypto investors face along their crypto investing journey.Learn more about Landlord Studio: www.landlordstudio.com/cpaJoin our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsm…
 
Many, MANY debates have been had about whether or not you should use a credit card. So in order to be a true financial mutant, should you go get a credit card? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial Order of Operations cour…
 
The accounting internship is one of the many aspects of the CPA experience that has been changed dramatically by COVID-19. Still, it remains a great way to set a would-be CPA’s career on the path to success, whether it is conducted virtually or in-person. Get tips for ensuring an internship becomes a full-time offer and learn about skills that can …
 
Steven’s guest this week is Michael Eckstein, the founder of Resting Business Face (formerly known as Eckstein Advisory). Not many advisors focus on serving super small businesses such as freelancers, but Michael and Steven discuss the value that one can provide to this particular demographic.
 
Hannah has a net worth of 725K, most of which has come in the last few years. She is married with two kids and discusses budgeting, the power of compound interest and her investment allocation. Hannah also shares advice in making your money work for you - putting cash to work rather than just sitting in a bank account. She discusses her childhood i…
 
In this podcast, our special guest Tony Jackson from QBE Insurance Group shares his insights into the challenges posed by the pandemic on commercial insurance, including which sectors were hit hardest. You'll also hear about business interruption claims, a global upswing in insurance premiums and government subsidised insurance.…
 
“There has never been — nor will there ever be — anyone else who is you, who has your unique combination of skills and talents and experiences and passion.” —Courtney Foster-Donahue What makes you unique in your marketplace? And how can you leverage that uniqueness to grow your business in the digital space? Courtney Foster-Donahue helps entreprene…
 
Grateful Dead Live at Boston Music Hall on 12-02-1973 The exciting news that Martin Scorsese will produce a Grateful Dead biopic is being overshadowed by who will play Jerry Garcia. With Jim Marty away, Larry Mishkin and Rob Hunt share their opinions about Jonah Hill playing the Dead's spiritual leader. They also talk about adult use coming to the …
 
If you were to Google “accountants and time management”, you’d see over 80 million hits, ranging from workshops, to templates and products, to articles promising to give you the BEST time management tips for accountants. It’s as if the whole world knows an accountant’s achilles heel - time and time management. While some of the suggestions work tem…
 
Could we be headed for another stock market crash in 2022?! Nobody knows when the next market crash will be, but it's important to prepare your money for anything. In this episode, learn how to manage fear and greed, and prepare your money and your emotions for the next market crash. Check out our website for more information. Subscribe on YouTube!…
 
In this interview, Ronald Kranzler, Managing Partner of HKMP, talks about what recruiting looks like for accounting firms these days, and how Covid has affected things. Ronald talks about retention is at a boutique blue-chip tech-forward firm like HKMP, that has a focus on companies worth over a billion dollars and works hand in hand with Big Four …
 
Conversations on tax change are picking up steam with recent developments in the Washington. Frequent guest Ed Karl—vice president of taxation at the AICPA—returns to the podcast to break down the recently enacted Infrastructure Investment and Jobs Act and provide the latest on the Build Back Better Act (BBB) as we head into the Thanksgiving holida…
 
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