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.
 
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.
 
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 ...
 
The podcast for anyone thinking about or currently pursuing the CPA - featuring interviews with AICPA Exams Team staff, NASBA, recent Exam passers, and more. Brought to you by the American Institute of CPAs, the developer of the Uniform CPA Examination®, Next Stop CPA is the official podcast for the CPA Exam. Got a topic idea for us? Email: NextStopCPA@aicpa-cima.com
 
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.
 
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.
 
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.TaxSavingsP ...
 
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.
 
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 ...
 
Hosted by a former white-collar criminal investigator, this weekly podcast seeks to find the best tools, practices, opportunities, and people to answer your questions about fraud and forensic accounting. Every week is a conversation with an expert in the fraud or forensic accounting industry who has a story to tell, ideas and wisdom to share, successes to inspire, and failures to confess. Where can you find the right credentials for your career? Where can you find the right training for you ...
 
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!
 
CFO THOUGHT LEADER is a ground-breaking business podcast, hosted by Jack Sweeney that 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?
 
The Abundant Accountant Podcast is where accounting professionals come to learn the most efficient and powerful ways to grow their firm, sharpen their skills, and have consistent increasing revenue. We cover topics from networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth! You’ll learn tips and strategies as well as hear p ...
 
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 ...
 
Start-Up Bucks dissects the money side of running a startup business in Australia! No platitudes or jargon, just solid common sense around all things business and finance.The show is hosted by Pat Mannix, a Melbourne educated CPA accountant with a passion for helping businesses grow in a smart and sustainable way.Start-Up Bucks: powered by Cotchy, Accounting Made Easy for Startups!
 
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 dec ...
 
Industrial automation businesses are the driving force behind Industry 4.0, and Clayton & McKervey is here to help. Join Bryan Powrozek, engineer turned CPA, as he interviews influencers in the Industrial Automation space and offers tips on everything from taxes and finances to data and transactions. If you want to learn how to free up cash flow, maximize R&D credits, or grow your industrial automation business, The Sound of Automation is for you.
 
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.
 
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!)
 
Hosted by Jessica Mae and Marilyn Parham CPA, the Pay Play Profit Podcast for eCommerce and Online Business features practical and passionate conversations about business, finance, tax, operations, leadership, growth planning, Profit First, and more. With decades of combined in-the-trenches experience serving small business owners and their teams, learn how to be a ProfitHERO™️ and what it takes to build an online financial powerhouse from startup to scale-ready while creating more pay, play ...
 
Straight talk with Stacey Brown Randall from Growth By Referrals and Sticky Client Experiences to help small business owners and solo-preneurs grow their business by generating referrals without asking and bringing in new clients in an authentic way so that you stay in your expert space (attorney, CPA, financial advisor, realtor, consultant, coach, etc.) AND leave behind the worry of being seen as the "always hustling salesperson." Stacey's journey from business failure to business success p ...
 
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 ...
 
Money You Should Ask Podcast gets down to the nitty-gritty aspects of life, money, success and abundance. Host Bob Wheeler, a CPA, author of The Money Nerve and CFO of the greatest stand-up comedy club in the world #TheComedyStore connects with guests from all walks of life-from the average Joe to the outrageous celebrity, radiating his infectious curiosity around money and life. Take a listen as Bob delves deep into each guests personal journey exploring money beliefs, money blocks and thei ...
 
Hungry: Trust Your Body. Free Your Mind. is a podcast for those on a journey to move beyond dieting, restricted eating and emotional eating and want to connect with, nourish and honor their bodies. Tara Whitney, CPA and Certified Intuitive Eating Counselor shares her own journey, insights and practices to support you along your journey. She also has amazing conversations with those that have evolved their own relationship with food. They share what life is like now that their minds are free ...
 
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 ...
 
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 ...
 
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 ...
 
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show series
 
In this second episode of our series on operating agreements, Thomas is again joined by Kaylyn Deaver, CPA, a Tax Manager here at The Real Estate CPA! Thomas and Kaylyn discuss the ins and outs of preferred returns. If you haven't listened to OA 01, you should check that out first!Join our Facebook group, the one-stop-shop for real estate investors…
 
Dawn Goldberg, CPA and Certified Life Coach (and mother of course), joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. In addition to being a coach for CPAs that are mothers, Dawn is also a Community Manager for CPA MOMS and hosts their podcast as well! Dawn was introduced to accounting as many of us are, through he…
 
In this episode, we go inside the world of CPA data analytics with Jack Castonguay, assistant professor and executive director of assurance and learning and accreditation at Hofstra University and vice president of strategic content development at KnowFully Learning Group. Castonguay shares current uses of data analytics in accounting, key skills C…
 
In this episode, Phil speaks with Dr. Ron Premuroso, an instructor for CPA Review, about the upcoming changes to the CPA exam. Ron provides the new blueprints that have been added to the Business Environment and Concepts (BEC) and Auditing and Attestation (AUD) parts of the exam that will take effect on July 1. He also discusses what’s been modifie…
 
“No longer is the time where you have to be between 20 and 27 to be an entrepreneur.” — Jen Cohen Jen Cohen may have the most stamina and strength of any business owner I’ve talked to yet. Jen is an eclectic entrepreneur and a top authority in the fitness and wellness space. An app she co-founded, Hot5, was sold to Weight Watchers, she’s worked as …
 
In this episode, we talk to CSIA CEO Jose Rivera. This Control System Integrators Association leader shares some of the biggest trends impacting industrial automation right now. Learn how automation can help businesses increase efficiency, save costs, and stay competitive. Guest: Jose Rivera CEO CSIA https://www.controlsys.org/people/jose-rivera Ho…
 
Do you need to be rich to have access to the best investments? Turns out, a lot of people would answer "yes" to this question. But there's something about actively managed investments that many people don't know... and it might change their minds. Producer Rebie joins the show as we break down the details, give you some good news about your wealth …
 
On this episode Mike Jesowshek, CPA talks about how the child tax credit has changed specifically for 2021. 1) What Are The Typical Parameters Around The Child Tax Credit? 2) What Are The Changes To The Child Tax Credit For 2021? 3) Join Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax 4) Download Our Free Ultimate List of Busine…
 
Billtrust CFO Mark Shifke likes to label himself an “accidental CFO”—a tag that a number of our guests have appropriated from time to time when faced with explaining a past filled with less-than-traditional career experience. However, in the case of Shifke, the term arguably has little to do with career experience, for Billtrust’s CFO spent nearly …
 
For the topic of this episode, we are exploring the magic of referrals and how to use LinkedIn to leverage this. To dive into this subject we are joined by the marketing strategist and consultant, Nedra Rezinas. Besides being a LinkedIn expert, Nedra educates entrepreneurs through her online classes and through the Small Business Design Center in P…
 
We've talked about the definition of the Client Experience, when it starts, when it ends (if it ends). We discussed the two-part formula that makes up the client experience and gave you a high-level overview of the 3 client experience stages. Now we will take a few episodes to dig in to the 3 individual stages and hear from business owners along th…
 
Facing your fears and never letting your motivation die out are two important ingredients of personal growth. Michelle Weinstein listens to the abundance story of Ross Loveland of Grow Green Profits, a graduate of her eight-week sales mastery training. Ross looks back on his time of struggle and challenge, unable to find the best strategies to get …
 
In this episode, we will talk about how to expand your money mindset. I will walk you through a framework I've repurposed from a model created in 1955, The Money Mind Framework™, and we will go through the details of each one of the four zones of this framework. What You Will Learn In This Episode: - What is The Money Mind Framework™, and how it’s …
 
The day-to-day grind of an empire-building woman is full of things screaming for our attention. The challenge becomes how do we select what actually warrants our attention and reject those things that simply should be ignored. It's important to seize the opportunities that are meaningful and filter out the distractions that dilute our focus from wh…
 
I speak with Janet Meeks. Janet is the author of Gracious Leadership, Lead Like You’ve Never Led Before. You will love getting the perspective from her because she has lived it, she’s experienced it, and her amazing journey as a leader. She’s going to talk from her book, which is such a simple read. Yet there are some very important basics in there…
 
Our next guest is Garit Boothe, a marketing professional specializing in Search Engine Optimization (SEO) for Financial Technology companies. He is also an avowed money nerd and writes about personal finance on his blog, Digital Honey.Money. Garit shares his insights on how he overcame his limiting beliefs and money blocks in his life. "Making prog…
 
Brian and Amy have a current net worth of just over 450K. They spend about 30K annually and have a combined income of 170K. They discuss their money conversations prior to marriage, paying off student loans, and how they both started investing. Brian and Amy share general advice and mistakes which includes starting investing faster, buying a smalle…
 
The Greek Theater, Grateful Dead, June 14-16, 1985 Matt Abel Senior Partner of Cannabis Counsel® and Executive Director of the Michigan chapter of the National Organization for the Reform of Marijuana Laws (NORML) joins Larry Mishkin, Jim Marty and Rob Hunt to talk about cannabis in Michigan. The Grateful Dead discussion focuses on the historic 198…
 
“My whole goal in life is to have that connection with people.” — Tara Stiles ‘Yoga Rebel’ and Strala founder Tara Stiles has inspired millions of people around the world to fall in love with yoga, meditation, and nutrition. In this episode, she’ll inspire you to stretch your ambitions. When Tara first got interested in yoga, she wondered why other…
 
Several actions proved key as Waifa Chau advanced from financial planning and analysis (FP&A) roles to chief financial officer positions. Collaborating with other functions, gaining an in-depth understanding of the overall business, and helping his colleagues understand how FP&A benefits an organization have driven his success, says Chau, currently…
 
One of the secrets to my own success as an investor has been to involve myself into a variety of tribes. What I mean by that is that I am around other intelligent, successful people who have a wealth of experience collectively as investors. For me, that has resulted in introductions to people with whom I have partnered over the years and who have m…
 
If you find yourself with too much debt, you’re not alone. America has a debt problem. The accumulation of high-interest debt is one of the quickest ways to derail your financial life, so it’s no surprise that strategies and philosophies on debt re-payment are a popular topic among financial commentators. With so many people telling you what to do …
 
Have you ever wondered what it would be like to be a CEO? Host Damien Martin caught up with Ted Dickman in his final days as BKD’s CEO to find out some of the lasting tips and memories from his career. In this episode, Ted reflects on his experience and shares tips to help anyone make the most of their career and enjoy the journey along the way. He…
 
Are you afraid to have Oreos (or your favorite cookie or treat) in your home because you’ll eat the whole package? Do you wonder if you have a food addiction because you’re so out of control around foods with sugar or white flour? In this solo episode, Tara explores three reasons why certain foods seem to have power over you. And more importantly, …
 
Sponsors Odoo: https://cloudaccountingpodcast.promo/odoo Client Hub: https://cloudaccountingpodcast.promo/clienthub Rewind: https://cloudaccountingpodcast.promo/rewind Show Notes Is the Maricopa County election audit truly an audit? Here's what professional auditors have to say https://www.azcentral.com/story/news/politics/elections/2021/06/01/prof…
 
During this episode, Larry gives multiple reasons why you shouldn’t check your portfolio daily. There’s a good bit of science surrounding this topic, yet many still misbehave. The research shows that investors are highly risk-averse. Investors feel the pain of a loss twice as much as the feeling you get when a portfolio gains. The […] The post Why …
 
In our latest podcast, we sat down with Craig Hausz who explained the three principles behind a successful 12 person accounting firm: a well-designed interview process, a team-based culture, and a system for tracking growth. You can list to the full podcast here: http://jetpackworkflow.com/blog/craig-hausz-hiring-principles #GrowingYourFirmPodcast…
 
“I really think that if you’re sharing what you love or you’re sharing something specific and focused, and you keep at it… there’s room for everybody to do something.” — Naomi Davis Are there still opportunities for content creators to earn a living? Naomi Davis is an Instagram influencer, parenthood blogger, and mother of five. Her blog, LoveTaza,…
 
On today's episode of The Art of Dental Finance and Management podcast, Art meets with Jim Donovan, Partner-in-Charge of the Employee Retention Credit (ERC) program at Eide Bailly. Art and Jim discuss the lessons they’ve learned throughout the process of helping clients maximize funding, as well as how dentists can still take advantage of the oppor…
 
On this episode Mike Jesowshek, CPA talks about how you can potentially deduct 100% of the cost of employee recreation and parties. 1) How Is It Possible To Get a 100% Deduction For Entertainment? 2) What Else Do I Need To Know? 3) Join Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax 4) Download Our Free Ultimate List of Busines…
 
Join Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax Download Our Free Ultimate List of Business Deductions: https://www.taxsavingspodcast.com/deductions -------- Podcast Host: Mike Jesowshek, CPA - Founder of JETRO (www.JETROtax.com) Article: https://www.jetrotax.com/how-can-i-deduct-100-of-employee-recreation-and-parties/ FREE…
 
Of course, every finance leader needs to understand the mechanics of accounting and know how to identify the financial implications of management’s decisions. Their preparation should also include learning from their experiences—and this includes mistakes, says Ian Charles, chief financial officer with Flexe, an on-demand warehousing solution. In p…
 
In this episode of Get the Balance Right podcast we are joined by the Brand SERP guy, Jason Barnard. He is the host of the With Jason Barnard Podcast and the founder and CEO of the ground breaking digital agency, Kalicube. Jason is the world’s expert on all things related to brand SERP (search engine results pages). Since 2013, Jason has been track…
 
This week Paul Neiffer has a conversation with Steve Bruere, president of Peoples Company. Bruere grew up surrounded by agriculture on his family farm in Warren County, Iowa. Today he uses that expertise in agricultural real estate and farmland management. Listen in for his views on the dynamic farmland market and his career journey. See omnystudio…
 
If you've followed this podcast for awhile (or are a member of any of my programs and participate in my free training), you know when I teach - I go step-by-step and break things down to make understanding and implementation easier. As we are learning the ins-and-outs of the client experience (CX), a key piece to "seeing" it within your business is…
 
In this episode, Thomas is joined by Kaylyn Deaver, CPA, a Tax Manager here at The Real Estate CPA! We will discuss operating agreements, specifically the tax components of operating agreements and why it's important that you have your CPA involved in the creation and review of the agreement.Join our Facebook group, the one-stop-shop for real estat…
 
Dr. Adrian Mayse, CPA, Accounting Department Chair at Howard University, and author of the children’s book “When I Grow Up I Want To Be An Accountant” (!) joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. Like many of our guests over the years, this guest was suggested by one of you, the listeners! When I received …
 
This is a really enlightening episode for aspiring startups, rich in insights borne from many years of tech startup experience. Pat Mannix chats to Chris Brewer, Co-Founder of www.lexer.io the Aussie startup kicking goal after goal by helping brands and retailers understand their customers via engagement experiences. Chris and his co-founders have …
 
Today, I’m welcoming my first guest on the show, James Wedmore. He is an online business coach, founder of Business By Design and the host of Mind Your Business Podcast. James is well known in the online space for his unique online courses and content. We talk about James' journey into becoming who he is today, what he did right, what he did wrong,…
 
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