show episodes
 
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 ...
 
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 ...
 
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.
 
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 ...
 
Alan is managing partner at Greenstein, Rogoff, Olsen & Co., LLP, (GROCO) and is a respected leader in his field. He is also the radio show host to American Dreams. Alan's CPA firm resides in the San Francisco Bay Area and serves some of the most influential Venture Capitalist in the world. GROCO's core competency is advising High Net Worth individual clients in tax and financial strategies. Alan is a current member of the Stanford Institute for Economic Policy Research (S.I.E.P.R.) SIEPR’s ...
 
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.
 
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/
 
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 ...
 
The Law Firm Accounting and Tax Podcast is designed specifically for solo and small law firm owners. We focus specifically on tax savings and ways to have a financially sound back bone to your law firm. Hosted by the JETRO team led by Mike Jesowshek, CPA. This is a quick hitting podcast aimed to get you important information without all the fluff.
 
This show is brought to you by Earmark CPE, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE for listening to the episodes on this podcast, and more! Sign up for our mobile app to earn free CPE whenever you want, wherever you go. Learn more at https://earmarkcpe.com.
 
We're here to help you survive Public Accounting. Whether that's helping you get a job, or teaching you how to succeed once you're in, this podcast will provide quick tips and tricks on how to navigate the professional world. It also will help you in your audit testing by providing a high level overview and a starting point. We want to be first place you go when you ask your self, "How do i audit ___?"
 
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 ...
 
Top startup founders, venture capitalists, and advisors interviewed by Scott Orn of Kruze Consulting, the accounting firm to VC funded startups. Hear from startup founders about how they began their startup journeys, where they had challenges and the strategies that help them scale their businesses. VC’s discuss what they look for in a startup and their current technology investment thesis. And technology recruiters, attorneys, real estate professionals and startup lenders share tactics that ...
 
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!
 
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 ...
 
“Accounting – We go Beyond the Numbers” is a podcast from Ross Buhler Falk – a CPA and Business Advisory Firm. In this podcast you’ll receive great Business Advice – including accounting and tax tips and a whole lot more that will help you grow your business. Learn how to use your business numbers to manage and operate a successful business.
 
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.
 
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 ...
 
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The Abundant Accountant

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The Abundant Accountant

Michelle Weinstein - The Pitch Queen, Sales Strategist

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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 ...
 
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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Change Your Mindset

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Change Your Mindset

Peter Margaritis, CPA & C-Suite Radio

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Weekly
 
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 ...
 
Now is the time of the Pioneering Practice! Best selling author and marketing expert Amanda C. Watts shares her book 'The Pioneering Practice' as an audiobook. Described as 'The number 1 authority in marketing for accounting firms in the world' Amanda's insights will transform the way you market your accounting practice. LEARN HOW TO MOVE WITH THE TIMES AND NOT GET LEFT BEHIND. There is becoming a strong divide in the accounting industry. There are accounting practices that are pioneering th ...
 
The Passive Investor Show where John Fortes brings you real success stories and insights from the most successful real estate investment firms and leading industry consultants about the fundamentals of private passive investing. The show was designed to help working professionals understand that they don’t have to create another job to create another stream of income. Get a glimpse of what it's like behind the scenes building a successful real estate investment business and how entrepreneuri ...
 
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 ...
 
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The Successful Lawyer Podcast

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The Successful Lawyer Podcast

Larry Weinstein, CPA, The CPA for Lawyers

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If you believe that success leaves clues, you’re in the right place. Welcome to The Successful Lawyer Podcast where we will interview the top successful lawyers and influeners in the legal profession. Hosted by the CPA for Lawyers, Larry Weinstein, we will be pulling back the curtain to discover their proven growth strategies including their mindset for success, marketing strategies, tactics, tools, and hacks. Larry Weinstein is a CPA, author, and consultant based in Houston, Texas and is kn ...
 
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Oh My Fraud

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Oh My Fraud

Greg Kyte & Caleb Newquist

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Daily+
 
"Oh My Fraud" is an irreverent podcast from CPA/comedian Greg Kyte and blogger/former CPA Caleb Newquist. The two come together to unpack their favorite frauds and explore the circumstances, psychology, and interpersonal dynamics involved. They also fully indulge in victim-blaming the defrauded widows, orphans, infirm and feeble-minded—because who can resist? If you fancy yourself a trusted advisor—or prefer your true crime with spreadsheets instead of corpses—listen to this show to learn wh ...
 
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Accounting Marketing Doesn't Suck

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Accounting Marketing Doesn't Suck

Build Your Firm | Marketing for Accountants and CPAs

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Host Hugh Duffy takes you behind the scenes with successful accountants, CPAs, and industry elites in conversations about growing a more profitable business. The podcast is meant to inspire accountants to embrace marketing and leverage it to accomplish their goals and provide them with more control over their practice and life. This podcast is created by Build Your Firm.
 
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 ...
 
Featuring 15 world-class experts teaching you: What builds business value and how to capitalize on it, from Jeff Hoffman, a successful serial entrepreneur and former CEO of Priceline.com. How to prepare, sell and merge your business with a larger one, from Mike Nikolich, former CEO of PR firm TechImage and current CMO of SmithBucklin. How to work with experienced buyers, from Dave Tolmie, former business owner and current partner with the private equity firm Edgewater Partners. Upcoming tren ...
 
The Bean Counter is your guide to a successful accounting career! Whether you're in University looking for your first job, or crushing it at your full time career, The Bean Counter is the show for you! We have topics ranging from preparing your resume and interviewing, to dealing with salary negotiations and being promoted. We'll have interviews with today's most inspiring accountants and find out how they got where they are today, and what advice they have for you! We'll also talk with recr ...
 
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show series
 
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…
 
Finding good staff to work for you is always a challenge, but that has gotten even harder in COVID times. Demand for accountants is high, and seats are hard to fill. Here today to talk with me about hiring and staffing challenges is Mark Goldman. Mark is the owner of MGR Accounting Recruiters, which helps employers hire accounting personnel in San …
 
With more than 25 years of experience in the accounting profession, Scott Zarret, CPA, is widely recognized for developing innovative and highly successful marketing and sales strategies. Scott's platform (CPAacademy.org) has processed more than 5,000,000 registrations. An alumnus of University of Maryland’s Robert H. Smith School of Business, Scot…
 
Sign up to get free CPE for listening to this podcast: https://earmarkcpe.com/ Connect with Kenji Kuramoto, Founder and CEO of Acuity https://www.linkedin.com/in/kenjikuramoto/ Connect with Matthew May, VP of Sales and Marketing at Acuity https://www.linkedin.com/in/thetechcpa/ Learn more about Acuity https://acuity.co/about/ Listen to more episode…
 
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…
 
Accounting for and auditing of digital assets is evolving quickly. This episode passes on guidance from a CPA leader on the topic. Amy Steele, CPA, is co-chair of the AICPA Digital Assets Working Group. She’s also an audit partner at Deloitte & Touche LLP and serves as the firm’s Global and US Audit and Assurance methodology leader for blockchain a…
 
Mark Khavkin of Pantheon (https://pantheon.io), discusses his experience and the importance of finance in startups, and how finance helps companies operate cohesively with common goals. We also discuss finance's role in forecasting, resource management, and overall strategy.Kruze Consulting is a leader in Startup Tax (https://kruzeconsulting.com/st…
 
"Accountants change lives, but not by producing a set of accounts" This philosophy has driven everything I work towards. By way of background I qualified as an ICAEW Chartered Accountant and a Chartered Tax Adviser. I started with a regional practice, Rabjohns LLP (now Bishop Fleming) in Worcester before joining Ernst & Young and KPMG where I worke…
 
A common question with real estate syndication investing is how do the taxes work with these types of investments? John Fortes describes the process and what to expect from real estate passive investments. Disclaimer: Please consult with a professional tax specialist or your personal accountant for how these types of investments could reflect for y…
 
Whether a student is looking to begin an accounting career or a working professional has their eyes on a coveted CFO or partner position, Jerry Maginnis, CPA, has the inside tips and hands-on know-how to make those dreams a reality. Listen to our discussion with Jerry about his new book, Advice for a Successful Career in the Accounting Profession: …
 
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 – …
 
Myths of sales versus marketing continue to persist, but make no mistake, you can’t have one without the other. Sales and marketing exist as a symbiotic pair that is necessary for business success. In this episode, we listen and debunk several myths with Michelle Weinstein and her guest, business growth strategist Denise Mandeau. Denise discusses t…
 
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…
 
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…
 
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…
 
Passive Investor 101 series provide investors with insight and expectations of passively investing in multifamily syndications. We explain how the two-tiered structure are now offered in multifamily syndications. “My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support …
 
This episode covers several lease accounting updates; a new FASB ASU on governmental assistance disclosures; reminders about CECL; AICPA changes to quality management standards; and more. *** NEW: This episode qualifies for nano CPE credit! Find out more at https://njcpa.org/nano. *** Additional resources: FASB ASU 2021-09: Leases – Discount Rate f…
 
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 …
 
HaydenRock Solutions help CPAs to make the TRANSFORMATION to 21st Century Advisors and become MOST RELEVANT ADVISOR to their clients and MAXIMIZE CPA BUSINESS POTENTIAL. Most CPAs are stuck in a 20th Century business model. They focus too much on tax and compliance tasks, and miss out on high-value, high-profit services that successful business own…
 
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 …
 
For the first time since I launched Change Your Mindset in 2016, I’ve decided to take the month of December off to pause and reflect. This podcast is very near and dear to me, and I want to put the time and care necessary into making the next evolution of it with intentionality. From podcast length to formatting, I spend this episode rehashing the …
 
Do you know how to execute strategies to grow your business? In this episode, join your host Michelle Weinstein as she sits down for a conversation with today’s guest Eric Green to discuss the difference between sales and marketing. Eric Green is a managing partner in Green & Sklarz LLC, a boutique tax law firm that focuses on civil and criminal ta…
 
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 –…
 
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 …
 
Ava Benesocky and August Biniaz joined forces in 2019 to form CPI Capital. A Canadian-based real estate investment firm. Ava and August discuss how investors get started and how to properly vet a sponsor. Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from establi…
 
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…
 
In this episode, Brandon and Thomas talk about another update on the Build Back Better Act.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/taxsmartinvestorsTo grab the recordi…
 
Ava Benesocky and August Biniaz joined forces in 2019 to form CPI Capital. A Canadian-based real estate investment firm. Ava and August share how they scale their business and focus on relationships with investors that help scale their business. “My goal is to speak to as many investors as possible and hope to be a blessing to them through our conv…
 
The commercial real estate industry is deep into a second year of pandemic adjustments. While office buildings are experiencing vacancies and downsizing as employees continue to work remotely, the demand for warehouse space has never been higher. Hear from Walter Sierotko, executive vice president and chief lending officer at Provident Bank, about …
 
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