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.
 
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.
 
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 ...
 
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 ...
 
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/
 
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 ...
 
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 ...
 
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.
 
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 ...
 
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?
 
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 ...
 
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 ...
 
Welcome to Change Your Mindset (formerly known as Improv Is No Joke) where it is all about believing that strong communication skills are the best way in delivering your technical accounting knowledge and growing your business. The way of building stronger communication skills is by embracing the principles of applied improvisation. Your host is Peter Margaritis, CPA a.k.a. The Accidental Accountant, will interview financial professionals and business leaders to find their secret in building ...
 
Join hosts Will Hill and Paul Miller as we have real and relevant conversations around the challenges and opportunities tax and accounting firms are encountering every day. Done with an upbeat tone, we look to provide you with inspiration and actionable ideas to help tackle these challenges and opportunities in your firm. The topics may be endless, but you are sure to hear a mix on client interactions, client engagement, firm process and firm culture. We know you will enjoy, we hope to inspi ...
 
The 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 ...
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
 
The Tav Money podcast is a personal finance podcast hosted by Octavio Vargas. Octavio is a CPA who also holds an MBA in Accounting. Every week Octavio will provide answers to questions he receives about personal finance. In addition he will also tackle personal finance topics such as paying off debt, how to budget, or how to make some extra income.
 
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 ...
 
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 ...
 
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.
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
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 ...
 
When it comes to sales tax in the US, E-commerce sellers face a tremendous challenge. Every state has its own rules and tax rates. Each state has its own idea of "nexus" or the point at which a business is required to collect tax in their state. Each state has their unique laws around the taxability of goods and services in their state. Some states exempt food products, and/or clothing, and/or, medical products, and/or digital goods. And these rules are constantly changing and evolving. E-co ...
 
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!
 
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
 
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show series
 
Roger Philipp, CPA, CGMA, creative chief officer of UWorld Roger CPA Review in San Francisco, joins us to talk all things CPA Exam, including when would-be CPAs know they are ready to take the exam, tips for excelling on the day of the big test, and changes to the exam in conjunction with the CPA Evolution Project. To read the full transcript click…
 
In this episode of The CPA Marketing Genius, Salim reflects on the two main reasons why those with their own firm may not be achieving their goals. Have you lost track of the reason behind starting your own firm? Are you operating in the right mindset to push towards and beyond your goals? Throughout the show, Salim provides insight on ways you can…
 
In this interview for CPA Trendlines, Richard Rothstein speaks with Manny Cosme, President of CFO Services Group, about recruiting new talent in the age of COVID. Manny makes some great points about working for a small nimble firm like CFO Services Group and the challenges of retaining great talent in the face of competition from bigger firms for h…
 
Our most popular tax time 2021 episode, listen in to discover the methods, issues and common mistakes with work-related expenses this tax season. You’ll also find tips on how to manage conversations with clients. Comes with a new introduction from our host Elinor Kasapidis, Senior Manager Tax Policy, CPA Australia.…
 
When a World Economic Forum study found accountants and auditors to be the fourth most likely professions to decrease, it was "a huge wake-up call for the industry," said Tim Jackson. He is chair of the Competency Map Task Force, responsible for creating CPA Canada's new competency map. In this episode, Tim describes both the daunting challenges CP…
 
Tracy Coenen of Sequence Inc, a Chicago-based forensic accounting specialty firm, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. Tracy always knew she wanted to be involved with investigations and the criminal justice system. In fact, early in her life she dreamed of being a Prison Warden! However, after taking …
 
In this episode, Brandon Hall & Thomas Castelli discuss how the tax treatment of flipping properties differ from the more favorable tax treatment of rental properties.Join 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/taxsmartinvestorsTo …
 
Biden’s tax plans are unsustainable, bad for small business and will raise taxes on the middle class. Today, Brian Riedl joins Tom to discuss how Biden's tax burden will fall primarily on the middle class, and what we can do about it. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Tom Wheelwright, CPA
 
In a recent article from CPA Trendlines it states that 98% of small businesses are failing to fully comply to their sales tax responsibilities. Also, on top of that 71% of accountants falling short on helping their clients be sales tax compliant. Despite everyone knowing that sales tax is a requirement there are still many accountants and CPAs that…
 
No matter what age you are, or at any point you are in your professional career, it’s really key to have powerful partnerships and networks. This is THE podcast that advances women toward economic, social and political achievement. Hosted by Betty Collins, CPA, and Director at Brady Ware and Company. Betty also serves as the Committee Chair for Emp…
 
Ian Mitchell is a 20 year veteran in fighting fraud in banking and consulting. He is the found of The Knoble, a non-profit organization dedicated to fighting human trafficking. He is also a singer and songwriter. https://www.theknoble.com/ https://open.spotify.com/artist/31fwXkfT11l03GkbLvDkMe In this episode, we discuss: The importance of data ana…
 
Sponsors Rewind: https://cloudaccountingpodcast.promo/rewind Odoo: https://cloudaccountingpodcast.promo/odoo Dark Horse: https://cloudaccountingpodcast.promo/darkhorse Show Notes Coming soon! Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if yo…
 
Graham and Abby are married with three children (including one with down syndrome) and have a net worth of just over one million dollars. They share their millionaire success story which includes investing early in retirement accounts, paying off debt, and frugal living. Together they have about 625K in the stock market (retirement accounts, HSA, E…
 
Grateful Dead's concert in San Diego on 08/07/1971 Under the heading better-late-than-never, Illinois is finally issuing cannabis licenses. Larry Mishkin gives a license update which is already over a year late. He and Jim Marty ( Rob Hunt is on vacation) discuss the amazing story of the "Houseboat Tapes" and how this discovery is the source of muc…
 
We have to know our value and sell our services to ideal clients with the fees we deserve. So, it’s very important to know the right time to find and hire a salesperson for your business. Join Michelle Weinstein and Debra Angilleta as they delve into building your firm with less volume but with more high-paying clients. Debra is the CEO of Sales Ma…
 
Sponsor We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible. Visit: https://accountingautomationworkflowpodcast.promo/corpay Get in Touch with Heather twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccount…
 
When Dr. Kerry Goyette was in high school, chiropractic care helped her heal from an asthma diagnosis. Now, she loves to guide her patients to experience optimal health by using the Zone Technique of chiropractic care. We had an inspiring conversation about our body’s wisdom and healing. On the podcast, we also talked about: Acknowledging how resil…
 
Just because you're working from home doesn't mean you can't get stressed. Everyone gets stressed. Some people are so used to being stressed that they don't even know that they are. Join your host, Michael Garofalo, and his guest, Prash Kotecha, on how to build resilience against stress. Prash is the Owner of Stress To Success, where he coaches lea…
 
This week’s podcast episode brings together the voices of three presenters at AICPA & CIMA ENGAGE 2021. One common theme in their interviews is the talent pipeline — how more candidates can be drawn to the profession, how existing talent can be retained and trained in a more tech-driven business environment, and more. Hear from AICPA board Chair Bi…
 
On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on how potential higher inflation and taxes impact your retirement strategy. Christine believes we should be mindful of potential inflation and high taxes. A key point she makes is not waiting to implement tax-saving str…
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Jill Schlesinger, Business Analyst, CBS News, Host, Jill on Money Jim Bourke, CPA, CITP, CGMA, Partner, Withum Lindsay Stevenson,…
 
The auditing profession was already in the midst of transformation, thanks to technological advances and other factors. Then, the COVID-19 pandemic came along and accelerated those changes, further challenging auditors and their view of business as usual. Part 1 was an overview of the audit landscape. In part 2, speakers Carolyn Newman and Jon Card…
 
A business owner’s largest asset is oftentimes their business. This means succession planning is critical. In this episode of the WealthAbility for CPAs Show, Donald White joins Tom to help discover how to plan the succession of your business to benefit you and your clients. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
On this episode Mike Jesowshek, CPA continues the "Starting a Business" series! For this one we have special guest, Andrew M Ayers on to discuss the process of setting up an LLC or Corporation 1) Choose a Name 2) Choose Owners 3) Choose Formation Type 4) Get Your Team Ready 5) Filing With State LINKS FROM THE SHOW Deep Dive S Corp Series: https://w…
 
LINKS FROM THE SHOW Deep Dive S Corp Series: https://www.taxsavingspodcast.com/scorp Deep Dive Bookkeeping Series: https://www.taxsavingspodcast.com/bookkeeping Download Our Free Ultimate List of Business Deductions: https://www.taxsavingspodcast.com/deduction Join Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax Promotion - Win …
 
When Melissa Ballenger stepped into a deputy CFO role for TD Bank’s U.S. subsidiary back in 2011, she did so knowing that she had been recruited to be a change agent. Having recently generated business headlines from acquiring two sizable banks in the U.S., TD Bank had U.S. expansion plans that were hardly a secret. “A lot of competitor banks in th…
 
This episode will teach you the most important strategies of how to increase your trading profits. If you are interested in penny stocks, this step-by-step guide will help you get started. Here are some tips you can be successful with trading penny stock. Want to learn more about the wonderful world of penny stocks? Start studying the most in-depth…
 
https://vimeo.com/578958243 https://www.currentfederaltaxdevelopments.com/podcasts/2021/7/24/2021-07-26-proposed-s-corporation-basis-forms This week we look at: Taxpayer fails in attempt to use Cohan rule to obtain deductions IRS proposes Form 7203 to use by shareholders to report basis in S corporation IRS can consider potential recovery against e…
 
In today's society, people are often judged by their appearance, gender and how they act. If you don't have the skills and confidence to be your own boss, there is a potential for people and clients to walk all over you. Ep. 145: Our next guest, Carmelle Jean-Francois, knows how to take charge and boss up. Carmelle is a motivational speaker, fitnes…
 
Sponsor Want to sponsor this podcast? Get in Touch with Nicole https://twitter.com/wifemomcpa100 https://www.tiktok.com/@wifemomcpa100?lang=en https://www.linkedin.com/in/nicoledaviscpa/ http://www.nicoledaviscpa.com/about.html https://www.bd-accounting.com/ Get in Touch with Amanda twitter.com/aguillardacct facebook.com/amanda.a.lo.3 linkedin.com/…
 
Building your business requires a rock solid foundation that is rooted in your MINDSET. That is the first pillar of your empire. This week we welcome Bri Yancy, our mindset faculty member at UpgradeU. Bri holds a degree in psychology and specializes in working with women leaders to cultivate the right mindset. She shares how that mindset upgrade is…
 
According to our guest Geraldine Carter of She Thinks Big Coaching, life is too short for holding on to bad clients. In this podcast, she discusses the signs that a client is more trouble than they are worth, the detriments to CPA firms if they hold on to nonbeneficial clients, and the psychological aspects that stand in the way when a CPA firm is …
 
Do you think accounting can be fun? Is there a way to make it less boring and more engaging? Do you believe that learning accounting is easy and something everyone should do? Toby York wants to see if he can change your mindset around those questions. He’s not your typical accounting instructor. He’s the founder of Accounting Cafe, a community for …
 
Justin has a net worth of 500K and is on his way to becoming a millionaire. Of the 500K, about 28% is in home equity. He is 32 years old and works in real estate. Justin share insight into his market investments, how much cash to hold and why (he prefers six months of living expenses). He also discusses what's worth spending more money on, his most…
 
Grateful Dead, Watkins Glen sound check 7/27/73 Attorney Jordan Wellington partner at VS Strategies discusses Colorado's cannabis hospitality laws and opportunities in New Mexico. He also provides a review from the recent Billy & the kids concert at Red Rocks before joining the conversation about the famous 1973 Watkins Glen concert with Larry Mish…
 
With Richard Rothstein In this interview for CPA Trendlines, Ed Gattis, founder of Parabellum Systems, talks to Richard Rothstein, founder of Rothstein Consulting, about the global recruiting trends and how that is affecting hiring in the accounting world. Here Gattis talks about his experience in recruiting and recruiting for the accounting commun…
 
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