Podcasts about Accountant

Feeling scattered because you're offering every service under the sun to every kind of client?In this episode, I talk about the real cost of being in too many lanes — the wasted time, the extra software, the messy systems, and the lost leverage. I'll walk you through the four lanes you can choose from, how to decide on your primary lane, and when it actually makes sense to allow exceptions. If you're tired of tax season chaos and running on fumes, this episode will help you simplify and get your sanity back.…Link to full shownotes: https://www.businessstrategyforcpas.com/363…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Owning a business, especially as a solopreneur, makes it hard to stay in control of all the tasks you are in charge of within your business.  When you lean into boosting your productivity with a few of the productivity hacks I talk about today, you'll find you can be more productive when you are juggling the many different tasks in your business and even in your personal life.  You may be managing a team, handling clients, or one of a hundred different other tasks, all while trying to find a small piece of time for yourself.  This is common when you own your own business, but you want to make sure that you aren't getting burnt out when you are consistently trying to squeeze more out of each day.  In today's podcast episode, I'm talking about practical strategies that business owners have used to increase their productivity.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, it doesn't matter if you have a team to manage or not, these hacks will certainly help you to get more done in less time… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Most business owners assume that having an accountant is all they need when it comes to taxes. But the truth? An accountant alone often means you're overpaying—sometimes by tens of thousands of dollars.In this episode of Life-Changing Money, Barbara pulls back the curtain on why an accountant isn't enough in today's world, the key differences between a tax preparer and a tax strategist, and how the right strategy can completely change your financial future. She also shares the most common missed deductions she sees business owners leave on the table—things like home office expenses, business travel, auto deductions, and even hiring your kids.If you've ever wondered why you're writing massive checks to the IRS despite making good money, this conversation is for you.Tune in to hear:The difference between accountants, CPAs, and tax strategists (and which one you really need)Why most accountants are reactive instead of proactive—and how that costs you moneyHow a tax strategist works with you year-round to implement strategies before tax seasonThe biggest tax-saving opportunities business owners overlookWhy switching accountants is easier than you thinkHow the right tax strategy team can save you money every single yearSign up for the FREE Write Off Your Life Masterclass happening September 17th: https://taxedacademy.com/woyl-mcHow To Get Involved:Life-Changing Money is a podcast all about money. We share stories of how money has impacted and radically changed the lives of others—and how it can do the same for you.Your host, Barbara Schreihans (pronounced ShREE-hands) is the founder and CEO of Your Tax Coach, and the creator of the Write Off Your Life Course. She is a top tax strategist, business coach, and expert in helping business owners and high-net-worth individuals save millions in taxes while increasing profits.When she's not leading her team, coaching clients, or dreaming up new goals for her company, you can find her drinking coffee, hanging out with her family, and traveling the world.Grab a cup of coffee and become inspired as we hear from those who have overcome and are overcoming their self-limiting beliefs and money mindsets!Do you have a burning question that you'd love to hear answered on a future show?Please email it to: podcast@yourtaxcoach.bizSign Up For Our NewsletterLife Changing Money PodcastGet Tax Help!

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Chris Miller, VP at NetGain Solutions, about the evolution and future of accounting software, focusing on AI's impact and how accounting professionals can adapt to stay relevant and profitable. Learn actionable strategies for embracing new technologies and leveraging AI to enhance your firm's services by listening to this episode. In This Episode: 00:00 Introduction to Chris Miller and AI 04:15 Evolution of Accounting Software and AI 11:13 AI, Wisdom, and the Accountant's Role 15:05 Overcoming Reluctance to Adopt AI 22:51 Practical AI Use Cases in Accounting 33:30 NetGain Solutions for Accounting Firms 39:08 Embracing AI and Future Opportunities Key Takeaways: Understand the evolution of accounting software from manual ledgers to cloud-based systems and AI-driven automation. Identify practical use cases for AI in accounting, such as pattern recognition for data analysis and variance analysis. Overcome reluctance to adopt new technology by viewing AI as a tool to augment, not replace, human expertise. Recognize the importance of developing wisdom and critical thinking skills to guide AI-driven processes. Explore how NetGain Solutions helps accounting professionals integrate AI to streamline workflows and improve client services. Featured Quotes: Chris Miller “The skill of the future is going to be: How do I organize my digital assistants, my digital army of AI, to orchestrate what is happening inside of the system to do the journal entries that we do.” Chris Miller “What I need to do is treat AI as the most eager, smart, willing to help junior accountant I've ever had on my staff. But they're also over eager.” Roger Knecht “We're not so much going to be involved with the actual recording of the entries. We're going to be involved in the workflows as to how those get recorded.” Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: You can learn more about how Netgain helps businesses of all shapes and sizes become more confident, agile, and capable of rapidly coming to clear financial decisions fueled by accurate, precise financial insights at www.Netgain.tech   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Josh and Ben are joined by Nate The FUT Accountant and Brammers for the first FC 26 tips podcast! With focus on the Web App and the first few hours on the game, it's a must listen! Get these episodes in your podcast app: bit.ly/podfeedhelpDiscord (for Gold & Icon) Supporters: bit.ly/poddiscordhelpImprove your connection: bit.ly/connectionspecial Thank you as always for making FUT Weekly possible! 00:00 Introduction and Excitement for FC 26 03:03 Rating Reveals and Database Leaks 05:56 Web App Release and Two-Factor Authentication 08:51 Pre-Season Packs and Objectives in FC 25 11:54 Starter Squad Changes 15:57 Early Coin Making Tips 23:41 What Should You Be Looking For? 30:33 FC Points: Timing and Strategy 37:43 SBCs: Worth the Investment? 42:14 Preparing for Game Modes and Objectives 47:14 The Importance of Communication with Players 51:22 Navigating the Power Curve in FC 26 57:15 Final Thoughts and Future Content Plans Learn more about your ad choices. Visit podcastchoices.com/adchoices

Do you ever catch yourself standing in front of the fridge or pantry, not because you're hungry, but because you're bored, stressed, or just want a break from everything going on in your life?  Maybe you've had this thought: “Why can't I just eat like a normal person?”  I hear this from my clients all the time, especially high-stress professionals like accountants, lawyers, and business owners. People who can handle complex projects, manage other people's money or businesses, and make huge decisions every day. Yet when it comes to food? It feels like it's the one area that's out of control.  Today, I want to help you understand why you overeat, and more importantly, how you can stop, without relying on willpower. Because the solution isn't about discipline or “eating less.” It's about understanding what's really going on in your brain, the root cause, and learning how to process emotions instead of numbing them with food.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Nathan brings Crystal back on to discuss the importance of financial literacy and the role of a fractional CFO in helping businesses understand their financial health. The conversation emphasizes the need for business owners to be proactive in managing their finances and the value of coaching in achieving business success. Guest Name: Crystal Haight |  @CrystalHaight  Title: Fractional CFO Company: NW Book Pros Expertise: she helps business owners produce positive recurring revenue. Website: https://nwbookpros.com/ Workshops: https://www.skool.com/profitcurator   Watch the episode on YouTube. 

In Episode 3 of this 6-part series, Rob Brown explains why the biggest shift accountants must make is in mindset. Advisory is not a service line. It is a way of thinking.Compliance asks “what happened.” Advisory asks “what's next.” And only one of those roles has a future. Rob shares the evidence, the 5 advisory skills AI cannot replace, and a practical playbook for developing the mindset that keeps you relevant.This series is not about firms. It is about you — your visibility, your relevance and your survival.Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training.**Key Takeaways*** Compliance is backward looking. Advisory is forward looking* AI can report but cannot advise* Middle management is shrinking; influence is growing* 5 skills AI cannot replace: curiosity, acumen, communication, entrepreneurial thinking, influence* Advisory is a mindset before it's a service line* Episode 3 of 6: The Accountant's Survival Guide**Killer Quotes*** “Compliance asks what happened. Advisory asks what's next”* “Advisory is not a service line. It is a mindset”* “Technical competence without presence is expendable”* “Middle management is shrinking. Influence is growing”* “Only one of these roles has a future”Want help becoming more visible and authoritative? Explore Rob Brown's Personal Brand Interview service.The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.You can find this on youtube here: https://youtu.be/bcnY6ke9sOc◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrownThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

In this episode, host Nicole Kehl sits down with CPA MOMS founder Mayumi Young to explore what it truly means to own your value. Together, they unpack the mindset shifts and courageous actions that help women close the gap between how they feel and what they're worth. From redefining value beyond money to building cultures that honor working moms, this conversation is packed with insight, truth, and inspiration. Enjoyed this episode? Join a network of like-minded women at http://cpamoms.com/start and get the support you need to build the practice you want.

In this episode Jason flies a little too close to the sun when discussing the impact of a company's structure on its ability to harness the power of employee engagement. The discussion covered how employee engagement impacts business success, with comparisons to different types of civilizations and their energy usage, including the idea of harnessing this energy effectively. Overall, this is episode provides recommendations for improving employee engagement levels within companies, emphasizing the importance of collective effort and the role of successful businesses in supporting local economies. 

Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legitimate concerns about speed issues and bugs. The episode also explores the broader context of AI-driven accounting software and announces a comprehensive training series designed to help accountants and bookkeepers master the updated interface efficiently.SponsorsDigits - https://uqb.promo/digitsBluebook -  http://uqb.promo/bluebookWomen Who Count - http://uqb.promo/women(00:00) - Introduction: Cha Cha Changes (01:00) - Understanding the Disruption to Productivity (04:00) - Banking Feeds: New AI, Same Training Process (08:00) - Finding Your Way Around the New Interface (12:00) - Bookmarks and Menu Customization (14:00) - Before and After: Menu Changes Explained (17:25) - The New Customer Hub (21:25) - Look What I Found: New Features Deep Dive (26:25) - Experimental Features and Beta Testing (30:54) - Backup Features in QBO Advanced (34:54) - AI-Powered Bank Reconciliation Preview (40:54) - The Great QuickBooks Refresh Announcement (52:18) - Upcoming Conference Season (55:18) - Closing Thoughts and Next Steps Alicia's The Great QBO Refresh curriculum with classes from Sept 9 through June 2026, andthe membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-RefreshComplete Business Group (QSP): royl.ws/CBG RightTool.app - mention ROYALWISE for 20% off the Pro versionRewind Backups - http://royl.ws/RewindWomen Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

     Slam the Gavel welcomes Roy from Chicago to the podcast. He has been trapped in a Cook County Chicago Divorce riddled with corruption. Prior to this happening he and his ex mutually signed a legal Separation Agreement in November of 2019. At that time, March 6, 2020, their NET WORTH was $7.5 million dollars. However his ex's law firm of Hoffenberg and Block has already obtained over $2 million in legal fees and Roy has not even seen or spoken to his once inseparable children who live across the street in FIVE YEARS.    This law firm judge shopped and found Judge Renee Goldfarb and she froze ALL of Roy's assets. He has received less than 3% of his life's work, $179,800.00 in 5.5 years, $2,700.00/month. He was also forced to move eight times and arrested twice for reporting the judge. Roy was ALSO attacked leaving a restaurant and barely survived with NO THEFT at all, just a SINISTER MESSAGE FROM OUTSIDE INFLUENCES. Not a podcast to be missed.To Reach Roy:  dismantlingfamilycourtcorruption.comSupportshow(https://www.buymeacoffee.com/maryannpetri)Maryann Petri: dismantlingfamilycourtcorruption.comhttps://www.tiktok.com/@maryannpetriFacebook:  https://www.youtube.com/@slamthegavelpodcasthostmar5536Instagram: https://www.instagram.com/guitarpeace/Pinterest: Slam The Gavel Podcast/@guitarpeaceLinkedIn: https://www.linkedin.com/in/maryann-petri-62a46b1ab/  YouTube:  https://www.youtube.com/@slamthegavelpodcasthostmar5536  Twitter https://x.com/PetriMaryannEzlegalsuit.com   https://ko-fi.com/maryannpetrihttps://www.zazzle.com/store/slam_the_gavel/about*DISCLAIMER* The use of this information is at the viewer/user's own risk. Not financial, medical nor legal advice as the content on this podcast does not constitute legal, financial, medical or any other professional advice. Viewer/user's should consult with the relevant professionals. Reproduction, distribution, performing, publicly displaying and making a derivative of the work is explicitly prohibited without permission from content creator. Podcast is protected by owner. The content creator maintains the exclusive right and any unauthorized copyright infringement is subject to legal prosecution.Support the showSupportshow(https://www.buymeacoffee.com/maryannpetri)http://www.dismantlingfamilycourtcorruption.com/

In our latest episode, we discussed Business Succession Planning. Hosted by Sarah Power: Director of Business Concepts Group, Financial Planner and Accountant

Feeling overwhelmed, scattered, and all over the map in your firm?In this episode, I run through The Knock It Off List—14 habits that are eating your time, energy, and sanity. From people-pleasing and inbox living to free calls, unbilled work, and hanging on to “that one” legacy client, I'll show you what to quit and what to do instead. These aren't small tweaks—they're the everyday habits that quietly keep you stuck.  Knock them off and you'll have more space, more focus, and a firm that finally feels manageable.…Link to full shownotes: https://www.businessstrategyforcpas.com/362…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you overlooking a tax-saving tool worth thousands that's sitting right in front of you?Many high-income professionals and real estate investors get caught up in complex strategies like the Smith Maneuver or cash damming—powerful, yes, but painfully slow to pay off. The truth is, these long-game approaches can distract you from simpler, more immediate wins. In this episode, we break down how one investor, focused on advanced tactics, was missing an obvious opportunity that could put thousands of dollars back in his pocket this year. If you've ever wondered whether you're working too hard for too little tax relief, this conversation will hit home.You'll discover:How cash damming works—and why clean record-keeping is non-negotiable.When it makes sense to hire an investor-savvy accountant and how the costs compare to the actual tax savings.Why RRSP contributions, often ignored by real estate investors, can create instant tax refunds worth thousands while still supporting your long-term wealth strategy.Press play now to learn how to stop missing the forest for the trees and unlock immediate tax savings while still building for the future.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building long-term wealth in Canada requires more than just working hard—it's about mastering tax strategies and aligning them with a clear Canadian wealth plan. From cash damming and RRSP optimization to investment loans and corporate wealth planning, T4 earners and Canadian entrepreneurs alike can unlock powerful tax savings. With the right accountant and smart financial planning tools, you can balance salary vs dividends in Canada, create effective financial buckets, and design a financial visiReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Have you ever wondered why some businesses thrive while others barely survive?  Well, it often comes down to one fundamental quality…financial literacy.  Understanding your business finances is one of the most critical aspects when running your own business, and overall leads to your growth and prosperity.  In today's podcast episode, I'm diving into a topic that's absolutely a cornerstone for every business out there.  Taking the time to understand and build your financial literacy as well as the financial foundations for your business is crucial for your success, and it doesn't matter if you're just starting your entrepreneurial journey or you've had your business for a while.  It's all about laying the groundwork and moving forward with your financial understanding.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, having an understanding of the tools and the financial knowledge will help you take control of your business's financial destiny…  Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Roger and Annie break down the aftermath of Commissioner Billy Long's abrupt departure to become Ambassador to Iceland, leaving Treasury Secretary Scott Bessent as acting commissioner amid widespread IRS staff cuts and uncertainty. They also explore the massive 900+ page "Big Beautiful Bill" (2025 Act), covering everything from permanent individual tax rate changes and Trump savings accounts for children to the new tip and overtime tax exclusions that expire in 2028. The discussion also covers significant business provisions like permanent QBI deductions, higher 1099 thresholds, and the systematic elimination of energy credits through 2028.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome o Federal Tax Updates (01:03) - Recap of Previous Podcast with IRS Stakeholder Liaison (01:53) - Discussion on IRS Forums and Observations (06:14) - Changes in IRS Leadership (09:19) - Impact of IRS Leadership Changes on Operations (19:08) - Big Beautiful Bill Overview (28:05) - Individual Tax Changes in the 2025 Act (31:28) - Changes to Standard Deductions and Itemization (33:26) - Paid Leave and Adoption Credits (35:26) - New Trump Accounts and Education Savings (39:50) - Tax Benefits for Workers: Tips and Overtime (46:31) - Senior Tax Benefits and Auto Loan Interest Deduction (47:57) - Business Tax Provisions: QBI Deduction and Depreciation (52:44) - Energy Credits and Their Phase-Out (56:42) - Political Implications and Conclusion Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

This week, Kathi Tait, founder of Tradie Books and winner of Bookkeeper of the Year at the Australian Accounting Awards 2025, joins Imogen on UTH to share her views on how accountants and bookkeepers can strengthen their working relationship. Tune in to hear more about: Kathi's career journey and business story. Her win at the Australian Accounting Awards 2025. A step-by-step guide on how bookkeepers and accountants can work more collaboratively. Kathi's plan to evolve and grow her business. How this small business is tackling and leveraging AI. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

Do you ever wonder why it feels so easy to fall off the wagon when you're chasing a goal? Why you start with excitement, maybe even momentum, but then, somewhere along the way, it starts to feel heavy, exhausting, or just plain hard, and you stop?  This isn't because you lack discipline, and it definitely isn't because you'll never change.  It's because of something called the motivational triad.  Our brains are wired for survival.  To seek pleasure, avoid pain, and conserve energy. That wiring kept our ancestors alive. But in today's world, it's also the reason it feels so much easier to grab a cookie than to meal-prep, to scroll Instagram instead of writing the book, or to stay stuck in the same routine instead of starting something new.  Your brain will always offer you the path of least resistance. That's normal. That's what our brains do. The trick is learning how to work with your brain instead of letting it run the show.  Today, we're talking about how you can persevere even when it gets hard, without beating yourself up, without slipping into all-or-nothing thinking, and without giving up on the life you actually want.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

In Episode 2 of this 6-part series, Rob Brown explains why clients no longer value accountants as form-fillers and why they are demanding advisors who bring foresight, strategy and fluency.With 70% of SMEs saying they would switch firms for more proactive advice, advisory is no longer optional. Rob shares the evidence, real-world examples and a 5-step playbook to align your work with client expectations.This is not about firms. It is about you — your visibility, your relevance and your survival.Sponsored by Infinite Ties, led by Deneen Dias, empowering US firms to scale Client Advisory Services through peer-to-peer learning and training.**Key Takeaways*** 70% of SMEs would switch firms for more advice (Thomson Reuters)* Compliance is commoditised. Advisory is the expectation* Clients want foresight, strategy and sector fluency* AI can fill forms but cannot advise* 5 steps to start aligning with client demand today* Episode 2 of 6: The Accountant's Survival Guide**Killer Quotes*** “Clients don't want form-fillers. They want advisors”* “Advisory is not optional. It's the expectation”* “70% of SMEs will switch firms for more advice”* “If you stay silent, someone else will step into your client's ear”* “Advisory is the only safe harbour left in accounting”Want help becoming more visible and authoritative? Explore Rob Brown's Personal Brand Interview service.The Accounting Voices Podcast is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.You can find this on youtube here: https://youtu.be/EpLuGfrNaYE◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrownThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

In this episode, Nicole Kehl sits down with Frances Cortez, founder of Cortez Business Solutions, to explore her unexpected journey from corporate controller to empowering entrepreneur. With over 30 years of experience and a business built on service, flexibility, and mentorship, Frances shares how she grew her team, leaned into her purpose, and built a career on her own terms. From mindset shifts to setting boundaries and building community, this episode is packed with wisdom for any CPA mom navigating her own professional path. Enjoyed this episode? Join a network of like-minded women at http://cpamoms.com/start and get the support you need to build the practice you want.

Jennie Schottmiller is the founder of Simple Profit, who helps small business owners navigate the complexities of taxes, bookkeeping, and business finances through accessible education and support.Through her unique combination of CPA expertise and marriage and family therapy skills, Jennie guides entrepreneurs to make informed business decisions about everything from choosing a business structure to hiring employees.Now, Jennie's commitment to explaining accounting topics in ways that make sense demonstrates how professional knowledge can be made accessible to those without financial backgrounds.And while adapting to changes in her social media audience and platform algorithms, she's continuing to provide a welcoming space where business owners can ask questions without feeling judged for what they don't already know.Here's where to find more:https://www.simpleprofit.com https://www.simpleprofit.com/overview________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

In this episode, Jason Miller interviews Miriam Agrell and Kavita Vora from The Fraction Collective. Throughout the conversation, they highlight different ways that creative agencies and ESOPs intersect. The group discusses the reality of succession planning and how ESOPs are an attractive option for business owners who are looking for an exit strategy.

Alicia and Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise Suite with shared charts of accounts, dimensions, and automated multi-entity transactions. They explore the new AI agents for payments, customer leads, and the controversial payroll agent that collects employee hours through text messaging. While some features promise major time savings, others raise concerns about accuracy and employee honesty - particularly the payroll automation that Matthew and Alicia approach with healthy skepticism.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (04:16) - QuickBooks Connect Event (06:52) - New Features in QuickBooks Online (09:04) - Intuit Enterprise Suite Enhancements (23:48) - AI and Automation in QuickBooks (33:31) - Customer Leads and Sales Pipeline (36:08) - Integrating CRM with QBO (37:02) - Future Episode on MailChimp (37:30) - Introducing the Payroll Agent (41:28) - Employee Honesty and Payroll Management (44:16) - Nuts and Bolts of Payroll via Text (46:20) - Upcoming Webinars and Events (47:28) - Business Network and Check Remittance Feature (51:37) - Sales Tax Filing Updates (55:39) - Membership Drive and Curriculum Refresh (57:48) - Reframe Conference Announcement (59:38) - Conclusion and Final Thoughts In the Know 8/21/25 Handout: https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2F16DSniDOT2mydltdn8k1_August2025_InTheKnow_Handout.pdfAlicia's The Great QBO Refresh with classes from Sept 9 through June 2026, andthe membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-RefreshWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

https://www.laurenlappin.com.au/private-coachingIn this week's episode Lauren dives deep into the mindset behind making Smart Money Moves in your Salon business, and how to future-proof your business and financial life. **This is not professional or personal financial advice, and is meant for educational and informational purposes only. Please speak with your Financial Advisor and/or Accountant for personalised and specific information for your business and personal finances.**Future-Proofing Your Business with Smart Money Moves:• Why making Smart Money Moves is a key pillar to building and sustaining a thriving Business.• Not paying yourself a proper wage. (03:45).• What are your goals? (04:30).• Why you want your Business to look good on paper. (08:30).• Good cash and transaction management flows from the top down. (11:00).• Accurate Reporting is crucial in paying the correct Bonuses to your Team. (13:00).• Choosing the right Business Structure is essential in optimising your Business from a financial and taxation perspective. (15:00).• How to pay yourself as the Business Owner. (19:00).• Get a great Accountant or Financial Professional in your corner. (24:00).Want to Grow Your Business? https://www.laurenlappin.com.au/private-coaching....Rate and Review the Show in Apple: https://podcasts.apple.com/au/podcast/the-lash-business-lounge/id1609510128Rate the Show in Spotify: https://open.spotify.com/show/0xvJ8MNZM9cbjYBGcMDtb8?si=b23764e4d0ed4b59Lauren on Instagram: https://www.instagram.com/laurenlappin_Allure's Instagram: https://www.instagram.com/allure_lashbeautybar....This Episode was Recorded and Produced by Josh Liston at JCAL Media Group - https://www.jcaldigital.org/podcast-editing

In this solo episode Heather Smith explores how accountants can harness AI as a strategic enabler, boosting data-driven decision making, enhancing client value, and leading with ethics, integrity, and curiosity. Summary In this solo episode, I talk about . . . Key Points: Technology as a strategic enabler, not just an operational tool AI reduces repetitive work, empowering advisory services Algorithms + data = core to accountants' strengths Data as a strategic asset: dashboards, analytics, forecasting tools AI skills now a core competency—embrace continuous learning Importance of curiosity and experimentation Changing client expectations around speed, transparency, and insights Data security, ethics, and integrity as professional superpowers AI governance—opportunity to lead and educate clients Leadership moment for accountants in shaping AI adoption   00:00 – Welcome & Episode Overview  Heather introduces the AI in accounting theme. 00:45 – 1 AI as a Strategic Enabler  Why technology is more than an operational necessity. 02:10 – 2. Automation Frees Accountants to Be Human  From data entry to strategic advisory work. 03:30 – AI in Simple Terms: Algorithms + Data  Why this formula matters for accountants and bookkeepers. 04:50 – 3. Data as a Strategic Asset  Leveraging dashboards, analytics, and forecasting tools. 06:15 – 4. AI Skills Are the New Core Competencies  From spreadsheets to generative AI proficiency. 07:35 – 5. Curiosity & Experimentation Drive Innovation  How to create space for trying new tools. 09:10 – 6. Meeting Evolving Client Expectations  Speed, transparency, and tech-savvy service delivery. 10:40 – 7. Data Security & AI Disclosure  Best practices for safeguarding sensitive financial data. 12:05 – 8. Ethics & Integrity as the Accountant's Superpower  Embedding responsible AI use into daily decisions. 13:25 – 9. AI Governance: A New Service Opportunity  Helping clients set rules and policies for AI adoption. 15:00 – 10. Leadership Moment for Accountants  Shaping how AI delivers value and manages risk. 17:10 – Final Thoughts & Resources  Encouraging continuous learning and professional community engagement.   Contact details: Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU

Keeping your business simple doesn't mean you can't meet the revenue or profit goals you have for your business.  It also doesn't mean that you can't create a product or service that will meet the needs of your ideal customer.  It's actually the exact opposite.  When you keep your business simple by implementing effective operations, you can obtain greater efficiency and success.  This impacts not only how you are doing business and the results you see in your financial statements, but it will also be seen by your customers when they are looking at your business for help in your area of expertise.  In today's podcast episode, I'm covering how you can keep your business simple by focusing on streamlined processes and effective bookkeeping.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, keeping your business simple will help you stay in control and make running your business a breeze… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Spend enough time art a bar and you realize that there are clear Do's and Don'ts. It's also clear that many people don't know the unwritten rules. Here are our rules for how to behave, what to order, who to talk to, and how to get the bartender to notice you. Your host: Justin DiGiulio. Futurist, Sales Psychology Coach, Real Estate Broker, Writer, Runner, and Jack of All Trades.CoHost: James Boswell. Accountant, Philosopher, Bartender & Professional Referee Bar Trivia: (currently enjoying summer vacation) Check back soon.

What's the biggest difference in mindset in a 19 year old and an 40 year old?Your host: Justin DiGiulio. Futurist, Sales Psychology Coach, Real Estate Broker, Writer, Runner, and Jack of All Trades.CoHost: James Boswell. Accountant, Philosopher, Bartender & Professional Referee Bar Trivia: (currently enjoying summer vacation) Check back soon.

Over the last several years, some well respected professions and even industries have lost the respect they once had. Think news television, reporters, police, etc. What profession do you think has fallen the furthest over the last decade?Your host: Justin DiGiulio. Futurist, Sales Psychology Coach, Real Estate Broker, Writer, Runner, and Jack of All Trades.CoHost: James Boswell. Accountant, Philosopher, Bartender & Professional Referee Bar Trivia: (currently enjoying summer vacation) Check back soon.

Tonight's topics: The Pitt, Peacemaker, Miles Morales as a vampire, and more! Check out all General Nerdery Presents... podcasts at www.gnpresents.com Email us at generalnerderypod@gmail.com

Do you ever find yourself stuck in a decision loop?  Be honest here, how often do you find yourself in a situation like this?  You've got a choice to make. Maybe it's about your career, your business, or even something that should feel small, like which project to prioritize today.  Instead of feeling confident, you start to spiral into thoughts like, "What if I make the wrong decision?" "What if this comes back to haunt me later?" or "What if I regret the decision I make?"  Or maybe you do make the decision…but then you spend the next three days (or three weeks) second-guessing yourself.  Does this sound familiar?  I see many of the accountants, business owners, executives, and high-achievers that I work with inside The RE*INVENTION™ Process tell me decision-making is one of their most significant stress points.  Because when you hesitate, or overthink, or wait too long, you start to feel stuck. And nothing drains your energy faster than feeling stuck.  So today, let's talk about how to stop second-guessing, start trusting yourself again, and actually enjoy the decisions you make.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Join us as we take a look at the sequel to 2016's The Accountant. We also get some advice from Cidtalk.

Even in a room full of people, it's possible to feel completely alone, especially as a woman in the accounting industry. In this episode, Nicole Kehl and CPA MOMS founder Mayumi Young unpack what it really means to belong, why women often feel isolated at work, and how authentic connection changes everything. You'll hear personal stories, emotional insights, and tips for finding (or creating) the community you deserve. Enjoyed this episode? Join a network of like-minded women at http://cpamoms.com/start and get the support you need to build the practice you want.

In this podcast episode, Jason discusses the best ways to approach succession planning. He focuses on tackling succession with intention and covers common obstacles that stand in the way of owners achieving their vision for a successful ownership transition. 

Accountants are increasingly becoming targets for cybercriminals seeking access to sensitive client data through compromised QuickBooks logins. This episode explores the evolving security landscape, from understanding how passkeys work to recognizing sophisticated email scams that can bypass traditional security measures. The discussion covers practical steps like creating backup login methods, implementing proper password management, and staying vigilant against fraudulent invoices and phishing attempts that specifically target the accounting profession.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial Accountants Podcast (02:09) - The Importance of Security for Accountants (02:51) - Common Security Issues in QuickBooks (05:34) - Understanding Passkeys and Their Benefits (10:57) - Real-World Examples and Horror Stories (27:18) - Best Practices for Account Security (32:53) - The Dangers of Sharing Personal Information Online (33:19) - The Importance of Two-Factor Authentication (33:49) - Benefits of Using Password Managers (35:02) - Real-Life Hacking Scenarios and Solutions (41:10) - Recognizing and Avoiding Email Scams (45:24) - QuickBooks Security Features and Concerns (49:57) - Intuit's New Feedback System for Banking Feeds (53:24) - What's Going on in Our World Horror Story in QB Power user FB Group - https://www.facebook.com/groups/QBPowerHour/permalink/9534930416605632Intuit Login Guide Blog: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins Adding a Passkey to your Intuit Login:https://www.schoolofbookkeeping.com/blog/passkeys Intuit's Security page: https://security.intuit.com/Got a fake email from “Intooit”? Forward it to fraud@intuit.comRegister for Alicia's community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/qbosilver?affiliate=5393907Jamie Pollock's course, “Don't Get Scammed: Jamie's Online Safety Guide”, https://learn.royalwise.com/visitor_catalog_class/show/161603/Dont-Get-Scammed-Jamies-Online-Safety-Guide?affiliate=5393907Schedule an appointment for Jamie consult with you to purge your email or streamline your passwords: https://learn.royalwise.com/page/show/75365Intuit's Canny discussion board for Banking Transactions Feed feedback:https://intuit.me/bankfeeds_FBMarch 13 episode: deep dive into your Intuit Account including logins: uqb.show/83We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

If you listened to my last episode, you know I introduced something really exciting, The RE*INVENTION™ Process Community.  It's a new community designed just for accountants and high-stress professionals like you who want to reduce stress, increase productivity, and finally enjoy life again.  In today's podcast episode, I'm taking a deeper dive into exactly what this community is, why it exists, and how it can transform your life. I'm going to walk you through the common struggles we all face in professions like this, why typical solutions often fall short, and how this community is built to support you in a way that actually works. Plus, I'll share some stories and help you imagine what life can look like when you're supported, focused, and thriving.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; becoming part of a community like this is going to be a game-changer and it's your path to less stress, more focus, and a chance to see real success in both your personal and professional life… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Growth and profitability all starts with having solid financial data. Without it, you're basically flying blind.Financial expert Jessica Nunn shares the top five best and worst things aesthetic practices can do when it comes to their bottom line. When you understand your finances, you can actually be profitable instead of just hoping for the best.Jessica breaks down some of the most common mistakes she sees from her work with hundreds of aesthetic professionals of all sizes and stages of growth. About Jessica NunnJessica Nunn founded Maven Financial with a vision to make strategic financial advice accessible to every small business owner. She understands that her clients carry the responsibility of maintaining a business, meeting their goals, paying their employees, paying themselves, and providing for their families. Her job is to make the complex world of revenue, profitability, and key performance indicators clear and simple. Learn more about Maven Financial PartnersFollow Maven Financial Partners on Instagram @mavenfinancialGuestJessica Nunn, Founder & CEOMaven Financial PartnersHostRobin Ntoh, VP of AestheticsNextechPresented by Nextech, Aesthetically Speaking delves into the world of aesthetic practices, where art meets science, and innovation transforms beauty.With our team of experts we bring you unparalleled insights gained from years of collaborating with thousands of practices ranging from plastic surgery and dermatology to medical spas. Whether you're a seasoned professional or a budding entrepreneur, this podcast is tailored for you.Each episode is a deep dive into the trends, challenges, and triumphs that shape the aesthetic landscape. We'll explore the latest advancements in technology, share success stories, and provide invaluable perspectives that empower you to make informed decisions.Expect candid conversations with industry leaders, trailblazers and visionaries who are redefining the standards of excellence. From innovative treatments to business strategies, we cover it all.Our mission is to be your go-to resource for staying ahead in this ever-evolving field. So if you're passionate about aesthetics, eager to stay ahead of the curve and determined to elevate your practice, subscribe to the Aesthetically Speaking podcast.Let's embark on this transformative journey together where beauty meets business.About NextechIndustry-leading software for dermatology, medical spas, ophthalmology, orthopedics, and plastic surgery at https://www.nextech.com/ Follow Nextech on Instagram @nextechglowAesthetically Speaking is a production of The Axis: theaxis.io Theme music: I've Had Enough, Snake City

Tom Hiddleston on becoming a dancing accountant in new Stephen King inspired film, The Life of Chuck. Sir Anish Kapoor on making a protest artwork in the North Sea with Greenpeace. A report from Bradford as artist Luke Jerram works with local communities to create a giant ball of yarn for new work, A Good Yarn, which celebrates the region's textile heritage. Michael Frayn's play Noises Off is a landmark of British theatre which relies on showing the two sides - on stage and off stage - of a theatre production for its powerful comedic punch. Artistic director Paul Robinson discusses the challenge of presenting the play in the round at the Stephen Joseph Theatre in Scarborough.Presenter: Nick Ahad Producer: Ekene Akalawu

Welcome to another enlightening episode of the Building Your Money Machine Show. Have you ever wondered why building wealth feels like such a slow grind in the beginning, but then—almost out of nowhere—your net worth starts accelerating? In today's episode, I'm pulling back the curtain on a tipping point that changes everything: hitting your first $100,000 of investable net worth.I know firsthand how discouraging it can feel to be saving, investing, and doing all the “right” things, only to see what looks like minimal progress. It's like pushing a boulder uphill in flip flops during a windstorm while people shout useless advice at you like, “Just stop drinking coffee!” Trust me, I've been there. In this episode, I explain exactly why it feels so tough to reach your first $100K—and why, after that, building wealth starts to snowball thanks to the magic of compounding.Together, we'll break down the difference between total net worth and investable net worth—the number that actually matters for creating real financial freedom. I'll walk you through why the initial push is so challenging, and how the habits and skills you build in those early years set you up for lasting success.IN TODAY'S EPISODE, I DISCUSS:Why the journey to your first $100K of investable net worth feels like the hardest partThe difference between total net worth and investable net worthThe critical identity shifts and new skills you need to go from “spender with good intentions” to confident wealth builderThe mindset and math behind opportunity costHow long it really takes to hit key milestonesRECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/My Honest Advice To Anyone Who Wants To Get RichWhy Dumb People Are Making More Money Than You15 Things That Are a Complete Waste of Your MoneyIf The Dollar Is Collapsing - Is It Worth Saving Money?7 Smart Habits of Quiet MillionairesRECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:My Honest Advice To Anyone Who Wants To Get Rich: https://youtu.be/xV1yr8Qi_nQWhy Dumb People Are Making More Money Than You: https://youtu.be/ISY01uDuyJk15 Things That Are a Complete Waste of Your Money:https://youtu.be/0aeP90sF5UQIf The Dollar Is Collapsing - Is It Worth Saving Money?: https://youtu.be/yG3CoFaYV2YORDER MY NEW USA TODAY BESTSELLING BOOK:Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!The key to building the life you desire and deserve is to build your Money Machine—a powerful system designed to generate income that's no longer tied to your work or efforts. This step-by-step guide goes beyond the general idea of personal finance and wealth creation and reveals the holistic approach to transforming your relationship with money to allow you to enjoy financial freedom and peace of mind.Part money philosophy, part money mindset, part strategy, and part tactical action, these powerful frameworks will show you how to build your money machine.When you do you'll also get over $1100 in wealth resources & bonuses for FREE! TAKE THE FINANCIAL FREEDOM QUIZ:Take this free quiz to see where you are on the path to financial freedom and what your next steps are to move you to a new financial destiny at http://www.YourFinancialFreedomQuiz.com

Recorded live from the New Orleans Tax Forum, Roger and Annie sit down with Maggie Romaniello from IRS Stakeholder Liaison to discuss this often overlooked but crucial IRS department. Maggie explains how Stakeholder Liaison serves as an advocate for tax professionals and their clients, handling everything from systemic issues like erroneous extension letters to data breach incidents and disaster response. The conversation reveals how practitioners can access this free resource directly through the IRS website and highlights the department's role in pushing for technological improvements like online accounts and streamlined processes.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Introduction and Setting the Scene (01:02) - Overview of IRS Tax Forums (01:37) - Special Guest: Maggie Romaniello from Stakeholder Liaison (03:07) - History and Evolution of Stakeholder Liaison (04:57) - Current Challenges and Changes in Stakeholder Liaison (05:53) - Addressing Practitioner Issues and Communication (16:05) - How to Contact Stakeholder Liaison (19:55) - Introduction to Data Safetys (22:07) - Steps to Take After a Data Breach (24:00) - IRS Support and Resources (25:12) - State-Specific Requirements for Data Breaches (27:11) - The Importance of Online Accounts (28:45) - Setting Up and Using IRS Online Accounts (37:28) - Power of Attorney and Tax Pro Accounts (42:31) - Handling Disasters and IRS Outreach Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Maggie LinkedIn:  https://www.linkedin.com/in/margaret-romaniello-5189758aConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Hey everyone, I'm really excited to share something brand new that I've been working on with you today, something I know a lot of you have been asking for. and it's designed specifically for accountants and high-stress professionals who want to reduce overwhelm, increase productivity, and actually enjoy their lives again.  If that sounds like you, I'm glad you're here with me today.  I'm going to tell you all about this brand new community I'm launching called The RE*INVENTION™ Process Community, how it works, who it's for, and how you can join.  It's going to be your support system to reduce stress, get focused, and hit your goals in record time.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through  We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

From A Big Four Firm to Entrepreneurship In this special episode of The Accountant's Flight Plan, Brannon sat down with Raffi Yousefian, a NY/DC-based CPA and entrepreneur, to discuss his journey to building a thriving tax practice. Raffi began his career at EY before launching his own firm in 2016, growing rapidly before making the bold decision in 2022 to niche down into three verticals. By 2023, he doubled down on his fastest-growing and most rewarding segment: restaurants. He dedicated his brand to that niche and sold off the rest with the help of Poe Group Advisors.Timestamps:00:37 – Intro of Raffi Yousefian his background from EY to launching his own firm and finding his niche04:00 – Why Raffi left public accounting to become an entrepreneur06:50 – Doing less to grow more: The power of niching11:45 – Selling off part of a firm: Risk vs. reward15:20 – Why focus builds deeper expertise and stronger advisory20:00 – Benchmarks, AI adoption, and automation in accounting27:33 – DJ life during tax season: A funny story31:48 – Book recommendation: Crossing the Chasm by Geoffrey Moore33:00 – Connect with Raffi via LinkedIn: https://www.linkedin.com/in/raffiyousefian/ 

In this inspiring episode, Nicole chats with Sandy Payne, CPA and accomplished CFO, about her unique journey from Mary Kay sales to leading multi-location businesses through financial growth. Sandy shares how she balanced motherhood, military life, and a demanding career, offering wisdom on boundaries, mindset shifts, and the real meaning of success. Her story is a powerful reminder that accounting is about people as much as it is numbers. Enjoyed this episode? Join a network of like-minded women at http://cpamoms.com/start and get the support you need to build the practice you want.

Hector Garcia returns to discuss Intuit Enterprise Suite's summer 2025 release, highlighting the incredible development speed while addressing ongoing pricing transparency issues and migration messaging problems. The discussion covers game-changing features like AI-powered contextual search, automated chart of accounts mapping across entities, dynamic expense allocation based on company performance, and revolutionary intercompany sales transactions that automatically create bills on the receiving end. From multi-entity consolidated reporting challenges to new milestone tracking in projects, this technical deep dive reveals which Enterprise Suite innovations are ready for prime time and which still need work.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:38) - Hector's Recent Adventures (04:05) - The Evolution of Pricing in Accounting (05:58) - Intuit Enterprise Suite: Compliment Sandwich (07:08) - Feedback on Intuit Enterprise Suite (13:11) - Challenges with QuickBooks Online (19:20) - New Features in Intuit Enterprise Suite (25:29) - Multi-Entity Management in IES (39:22) - Navigating Multi-Entity Chart of Accounts (41:53) - Expense Allocation Enhancements (47:30) - Intercompany Sales and Transactions (56:13) - AI-Powered Cash Flow Forecasting (01:00:22) - A Few More New Features (01:07:27) - Milestones (01:13:30) - Upcoming Training and Events Alicia's upcoming classes featuring the new interface: learn.royalwise.com?affiliate=5393907Kristen Nies Ciraldo's Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm | 3 CPE, intermediate-level class |Register at http://royl.ws/restaurants?affiliate=5393907Hector's App RightTool: https://righttool.app/Hector's Reframe Conference: https://www.reframeaccounting.com/We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

This week our Queensland-native co-host Dave took us to Victoria with Peter Weir's “Picnic and Hanging Rock”, the 1975 film that helped launch & internationalize the Australian New Wave of cinema. After John fires off some mini-reviews, we dive into the year's events of 1975 to help set up this historic film, before diving into a deeper conversation of the film! linktr.ee/theloveofcinema - Check out our YouTube page!  Our phone number is 646-484-9298. It accepts texts or voice messages.  0:00 Intro; 4:18 John's mini-reviews of “Materialists”, “Fantastic 4”, “Naked Gun”, and “Weapons”; 9:13 Gripes + News; 19:45 1975 Year in Review; 41:04 Films of 1975: ”Picnic at Hanging Rock”; 1:10:16 What You Been Watching?; 1:17:55 Next Week's Episode Teaser Additional Cast/Crew: Jacki Weaver, Cliff Green, Joan Lindsay, Rachel Roberts, Anne-Louise Lambert, Karen Robson, Helen Morse, Russell Boyd, Zach Cregger, Julia Garner, Josh Brolin, Alden Ehrenreich, Liam Neeson, Seth MacFarlane, Dakota Johnson, Pedro Pascal, Chris Evans, Zoe Winters, Celine Strong. Hosts: Dave Green, Jeff Ostermueller, John Say Edited & Produced by Dave Green. Beer Sponsor: Carlos Barrozo Music Sponsor: Dasein Dasein on Spotify: https://open.spotify.com/artist/77H3GPgYigeKNlZKGx11KZ 
Dasein on Apple Music: https://music.apple.com/us/artist/dasein/1637517407 Recommendations: Thunderbolts, A Minecraft Movie, Black Bag, The Accountant 2, Mickey 17. Additional Tags: Peter Weir, Paramount, Poop Cruise, Netflix, Apple Film, Times Square, Formula 1, British Grand Prix at Silverstone, Austrian Grand Prix, Lando Norris, Charles Leclerc, Oscar Piastri, Shane, Stick, Peter Pan, Roman Holiday, Mission: Impossible, submarine, nuclear weapons, Top Gun: Maverick, Ben Mendelsohn, French Accents, Tom Cruise, George Clooney, The Stock Market Crash, Bear Market, Trains, Locomotions, Museums, Nazis, WWII movies, WWI Shows, Death, MGM, Amazon Prime, Marvel, Sony, FI, BAFTA, BAFTAS, British Cinema. England, Vienna, Leopoldstadt, The Golden Globes, Past Lives, Monarch: Legacy of Monsters, The Holiday, Sunset Boulevard, Napoleon, Ferrari, Beer, Scotch, Travis Scott, U2, Apple, Apple Podcasts, Switzerland, West Side Story, Wikipedia, Adelaide, Australia, Queensland, New South Wales, Melbourne, Indonesia, Java, Jakarta, Bali, Guinea, The British, England, The SEC, Ronald Reagan, Stock Buybacks, Marvel, MCU, DCEU, Film, Movies, Southeast Asia, The Phillippines, Vietnam, America, The US, Academy Awards, WGA Strike, SAG-AFTRA, SAG Strike, Peter Weir, Jidaigeki, chambara movies, sword fight, samurai, ronin, Meiji Restoration, plague, HBO Max, Amazon Prime, casket maker, Seven Samurai, Roshomon, Sergio Leone, Clint Eastwood, Stellen Skarsgard, the matt and mark movie show.The Southern District's Waratah Championship, Night of a Thousand Stars, The Pan Pacific Grand Prix (The Pan Pacifics), The Canadian Grand Prix. Montana, 

In this episode, host Jarrod Bridgeman sits down with financial experts Steve Levy and Brodie Hough to discuss a crucial distinction for any business owner: the difference between a proactive and a reactive CPA. They dive into what it means for a CPA to be proactive—actively monitoring your finances, staying ahead of tax law changes, and providing timely advice that saves you money.The trio shares real-world examples of how this approach can significantly benefit dental practices, from optimizing quarterly tax payments to strategically structuring major investments. Learn how to identify a CPA who will be a true partner in your practice's success, not just an annual tax preparer.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

Learn more about PEAK FREEDOM Hey podcast listener, just a heads up — I'm in France for five weeks and not recording while I'm here.I hope you're enjoying the episodes I lined up before I left — and if you're a new listener, the back catalog is full of gems worth digging into.Enjoy the rest of your summer, and I'll meet you back here with a brand new episode on September 3rd.…Link to full shownotes: https://www.businessstrategyforcpas.com/361…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

When Johnathan Walton learned that his best friend had conned him out of nearly $100,000, his first instinct was a little unusual—he told anyone who would listen about what happened. The story that ensued consumed his life for several years, ultimately sending his career in unexpected directions, with a hit podcast, assisting other victims with their frauds, and now, his new book, Anatomy of a Con Artist.SponsorsRoutable - http://ohmyfraud.promo/routable(00:00) - Introduction and Podcast Overview (05:01) - Meet Jonathan Walton (07:32) - Jonathan's Early Life and Career (22:14) - The Pool Problem (24:37) - Con Artists Don't Outsmart You (40:00) - The Final Scam and Realization (47:08) - Confrontation and Recording (48:36) - Police Inaction and Persistence (50:37) - Building a Case (54:29) - The Arrest and Legal Battle (57:53) - The Trial and Conviction (01:02:49) - Post-Conviction and New Scams (01:05:38) - Extradition and Ongoing Pursuit (01:10:35) - Reflections and Lessons Learned (01:24:43) - Conclusion and Final Thoughts BUY JONATHAN'S BOOKAnatomy of a Con Artist [Penguin Random House] HOW TO EARN FREE CPEIn less than 10 minutes, you can earn NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Sources:Queen of the Con [Spotify]Queen of the Con [Instagram]johnathanwalton.comEmail us at ohmyfraud@earmarkcpe.com

Navigating throughout the lifetime of your business, you'll be faced with many decisions to make.  Most will be quick and easy for you to decide on, but when you are faced with a decision that is causing you stress because you are not sure what to do, it can take a lot out of you and have a pretty significant impact on your personal life as well.  In today's podcast episode, I am doing a deep dive into making decisions so that you can make your decisions quicker with less stress.  I'm sharing practical insights and strategies to help you navigate decision-making challenges so that you can propel your business forward.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; having the ability to make decisions for your business, rather than worrying about making the decision, or which decision you should make may be the reason you are missing opportunities for your business to grow… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.