Podcasts about Accountant

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Play Episode Listen Later Sep 14, 2025 26:13

In this inspiring episode, Nicole Kehl sits down with Nicole Hall, a CPA, homeschooling mom, and founder of her own accounting practice. Nicole shares her journey from a surprise start in bookkeeping to building a 6-figure firm that supports her values and lifestyle. She opens up about overcoming imposter syndrome, redefining success, and how she makes business work around her life, not the other way around. 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.

Retired accountant realizes lifelong dream of joining LSU’s marching band

PBS NewsHour - Segments

Play Episode Listen Later Sep 12, 2025 6:51

At 66 years old, Kent Broussard has proven it’s never too late to chase a dream. After retiring from a long career in accounting, he enrolled at Louisiana State University as a full-time student with one goal in mind: to finally earn his place in the famed Tiger Marching Band. Geoff Bennett speaks with Broussard about his journey for our arts and culture series, CANVAS. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

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EP23 - Makenzie Wirth Interview-Journey to an ESOP Newest Team Member!

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Play Episode Listen Later Sep 12, 2025 29:36 Transcription Available

On this episode, Jason Miller interviews Makenzie Wirth, the newest member of our Journey to an ESOP team. From a career in public accounting to her current role in ESOP advisory, Makenzie discusses her journey in learning about employee ownership over the last several months. The podcast highlights her fresh perspective on ESOPs and employee ownership and includes a sneak peak of what she will bring to the podcast in future episodes.

Retired accountant debuts with LSU marching band at 66; LSU Museum of Art tackles bayou themes in latest exhibit

Louisiana Considered Podcast

Play Episode Listen Later Sep 12, 2025 24:29

The LSU Museum of Art recently opened a new exhibit, “A Bayou State of Mind,” that tells individual stories of the Louisiana experience. Chief Curator of Exhibitions Michelle Schulte brought together 33 artists and over 100 contemporary artworks that tell different stories about Louisiana. Schulte joins us to discuss the exhibition, along with one of the featured painters, New Orleans-based multimedia artist Carl Joe Williams. This year, LSU's Golden Band from Tigerland introduced a new member, Kent Broussard. But the freshman isn't your typical student. The 66-year-old retired accountant is roughly 40 years older than his bandmates. By marching in the purple and gold, he is living out a lifelong dream. Kent joins us now for more on his history-making role in the band.___Today's episode of Louisiana Considered was hosted by Alana Schreiber. Our managing producer is Alana Schrieber. Matt Bloom and Aubry Procell are assistant producers. Our engineer is Garrett Pittman.You can listen to Louisiana Considered Monday through Friday at noon and 7 p.m. It's available on Spotify, Google Play and wherever you get your podcasts. Louisiana Considered wants to hear from you! Please fill out our pitch line to let us know what kinds of story ideas you have for our show. And while you're at it, fill out our listener survey! We want to keep bringing you the kinds of conversations you'd like to listen to.Louisiana Considered is made possible with support from our listeners. Thank you!

Customer Leads Hubba-Hubba

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Play Episode Listen Later Sep 11, 2025 22:23

Alicia takes a live, unscripted look at QuickBooks' brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration that automatically identifies potential leads from your email, explores the lead conversion pipeline from inquiry to close, and demonstrates the new post-invoice survey system that requests reviews, testimonials, and referrals from clients. This hands-on exploration reveals how QuickBooks is positioning itself to help accounting professionals better manage customer relationships and automate follow-up communications.SponsorsMakersHub - https://uqb.promo/makershubDigits - https://uqb.promo/digitsWomen Who Count - http://uqb.promo/womenVideo demo of the new Customers Hub: https://www.youtube.com/live/WDrMrfoO9zk?si=CSBamjalWBk67_J4Register for Alicia's community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/QBO-Refresh?affiliate=5393907Hector and Carlos Garcia's 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=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Episode 277 | When to Hire a CFO vs. Accountant for Your Practice with Carter Freeman

The Group Practice Exchange

Play Episode Listen Later Sep 10, 2025 21:39

Do you really need a CFO, or is your accountant enough? If you're a group practice owner wondering whether your current accountant is giving you the insight you actually need to scale, this episode is for you. I sat down with Carter Freeman to talk about the evolving role of CFOs in therapy practices, and how CFO services - especially fractional CFO services - can help you grow smarter, not harder. We dig into the real differences between a CFO vs. accountant, why clinical leaders need more than just number crunching, and how financial strategy impacts everything from hiring decisions to clinical outcomes. If you've ever thought, “My accountant doesn't do that,” this conversation will open your eyes. Here's what we cover in this episode: The key differences between a CFO vs. accountant - and why your practice likely needs both at different stages Why fractional CFO services might be your best next hire (even if you're not ready for a full-time CFO) How CFO services help align financial decisions with clinical growth and long-term sustainability Real-world cash flow management techniques that Carter uses with growing group practices What accountants for therapists should be doing - and where their role stops short of strategic leadership Whether you're planning to expand, hire nonclinical staff, diversify services, or even prep for a sale, understanding the role of a CFO is key. Carter and I break down the signs that it's time to bring one in and how to leverage financial leadership that moves your practice forward. Listen to the full episode now to learn how CFO services, fractional CFO services, and smarter cash flow management techniques can elevate your group practice beyond basic accounting. LINKS: Need extra support? Join The Exchange, a membership community just for group practice owners. The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book Group Practice Forecasting Support GPT CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn CONNECT WITH CARTER FREEMAN: Website LinkedIn SPONSORS: TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

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363 Pick Your Primary Lane: Full-Service is a Trap

She Thinks Big - Women Entrepreneurs Doing Good in the World

Play Episode Listen Later Sep 10, 2025 7:23

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. …

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Points Taken | Reward Programs Fraud Takes Off

Oh My Fraud

Play Episode Listen Later Sep 10, 2025 48:26

Rewarding customer loyalty is probably as old as commerce. These days, consumers accumulate hundreds, thousands, sometimes even millions of points that can be used to acquire everything from their favorite drink, to airline tickets, or simply pay a balance on a credit card. The fact that these rewards have an intrinsic value is something many easily forget about, making them a great target for fraud.SponsorsRoutable - http://ohmyfraud.promo/routableHOW 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:The lucrative business of airline loyalty schemes [AFR]A History of US Airline Deregulation [Travel Insider via Wayback Machine, accessed on Aug 29, 2025]Alaska Airlines miles stolen: What to do if your account is hacked [Fox13 Seattle]Alaska Airlines customers complain of possible hack after miles stolen from accounts [KIRO 7]Check your mileage plans! (Mine was hacked) [r/AlaskaAirlines]Mileage Account Hacked [r/AlaskaAirlines]My Southwest Rapid Rewards account was hacked: How I got my points back [The Points Guy]My AAdvantage account was hacked: Here's what happened and how you can protect yourself [The Points Guy]Largest Employer by State 2025 [World Population Review]Sam's Club [Wikipedia]Rewards Points Scheme Nets Arrest; More Sac County Victims Likely [Folsom Times]

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335: How Successful Entrepreneurs Maximize Productivity Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA, Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Sep 10, 2025 15:30

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.

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Why Your Accountant Isn't Enough (and What to Do Instead)

Life Changing Money with Barbara Schreihans

Play Episode Listen Later Sep 10, 2025 18:25

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!

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AI-Proof Your Accounting Career: Skills for the Future w/ Chris Miller

Building the Premier Accounting Firm

Play Episode Listen Later Sep 10, 2025 44:16

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

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ASK THE ACCOUNTANT #149

Ask the Accountant

Play Episode Listen Later Sep 10, 2025 63:37

Join Aaron and Johann, experienced accountants and entrepreneurs, weekly on Ask the Accountant, where they discuss various topics revolving around the accounting industry and give business advice and updates.Every Monday from 8:30 am.Want to find out more:https://linktr.ee/asktheaccountant#ACCOUNTANT #PODCAST #BUSINESS✨ Want to turn long-form content into shorts? Try Opus clip: https://www.opus.pro/?via=5f284b

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How To Start FC 26! w/Nate The FUT Accountant #W0

FUT Weekly

Play Episode Listen Later Sep 9, 2025 65:10

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

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334: Solutions For Stress Triggered Snacking Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA Owner Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Sep 8, 2025 6:05

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.

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EP 274 - Unlocking Financial Success: The Role of a Fractional CFO

Social Entrepreneur with Nathan A Webster

Play Episode Listen Later Sep 8, 2025 33:38

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.

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Private Equity Market Update in the Accounting Space: With Guest Morry Brown

Poe Group Advisors' Podcast

Play Episode Listen Later Sep 8, 2025 61:19

The Evolving Role of Private EquityIn this special episode of The Accountant's Flight Plan, Brannon meets with Morry Brown, regional market leader here at Poe Group Advisors, formerly of Goldman Sachs, to share a timely update on how private equity is impacting mergers and acquisitions in the accounting profession today.This was a live discussion with an informative Q&A at the end. Morry and Brannon dive deep into the steady rise of PE-backed deals and discuss the impact of outside capital on CPA firm sales. They unpack why it is funding partner buyouts and, therefore, reshaping the structure of firm operations themselves. Morry highlights why many of these investors view the accounting profession as a “sticky” industry, given its recurring revenue streams. This makes CPA firms especially attractive compared to other industries with less stable revenue projections.Pros and Cons for CPA FirmsBrannon highlights that while PE firms often bring significant advantages (including technological advancements and recruitment capital), the deal structures they propose can be unrealistic when compared to traditional sales. Morry reflects that the earnouts and layered incentives within these deal proposals are becoming increasingly common. This can, unfortunately, create complications for sellers who are looking for a cleaner transition than private equity can provide. Brannon and Morry both emphasize the importance of owners thinking carefully about what they want. Especially, considering that a straightforward deal that looks less flashy on paper might be better in practice than a larger quote that relies on a complex earnout structure that would lead to a messy exit.What CPA Firm Owners Need to Know for the FutureSo what do the next 12–18 months look like for the industry? With interest rates and capital funds shifting consistently, Brannon and Morry believe that not all private equity buyers will remain active to the same degree. For firm owners, this simultaneously creates opportunities and reasons to be cautious. Before deciding your next steps in the future of your firm, get clear on what your own goals are outside of the changing tide within the industry. Whether you want to maximize your firm's value, ensure continuity for your staff, or simply exit without complexity, knowing your goals will help you make them a reality.Timestamps:02:00 – Introductions of Morry and Brannon06:30 – Why private equity is interested in accounting firms' sales10:15 – PE-backed deals vs. traditional sales: what's the difference?14:45 – Earnouts, incentives, and PE's risk of overcomplication20:10 – Possible benefits of PE investment: talent and technology upgrades26:00 – Market shifts: Interest rates and deal pace 31:30 – Practical advice for firm owners considering PE offers43:58 – Question and Answer period from firm owners like you!

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Why Accountants Need to Develop an Advisor's Mindset

Accounting Influencers

Play Episode Listen Later Sep 8, 2025 20:31

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.

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#361 What's REALLY Possible When Women Own Their Value

Play Episode Listen Later Sep 7, 2025 36:46

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.

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EP22 - Astrophysics & ESOPs: A Natural Fit

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Play Episode Listen Later Sep 5, 2025 31:13 Transcription Available

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.

Ch-Ch-Ch-Changes: Navigating QuickBooks Online's New Interface

She Thinks Big - Women Entrepreneurs Doing Good in the World

Play Episode Listen Later Sep 4, 2025 58:28

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

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CRIME IN PLAIN VIEW; With Roy From Chicago

Slam the Gavel

Play Episode Listen Later Sep 4, 2025 57:14

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/

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362 The Knock It Off List: 14 Habits Keeping Your Firm Stuck

Play Episode Listen Later Sep 3, 2025 8:35

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. …

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The Costly Mistake Canadian Real Estate Investors Make With Their

Canadian Wealth Secrets

Play Episode Listen Later Sep 3, 2025 28:02

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.

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333: Financial Tools Every Business Owner Needs Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Sep 3, 2025 13:46

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.

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Even More on the Big Beautiful Bill

Federal Tax Updates

Play Episode Listen Later Sep 2, 2025 59:53

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.

Under the Hood: How accountants and bookkeepers can strengthen their relationship

Accountants Daily Insider

Play Episode Listen Later Sep 2, 2025 35:13

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.

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332: Why The Hard Moments Matter Most For Success Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Sep 1, 2025 5:33

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.

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Could CAS & Advisory Be What Saves Accounting from AI?

Accounting Influencers

Play Episode Listen Later Sep 1, 2025 18:50

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.

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#360 Letting Go to Grow: Overcoming the Need to Do It All

overcoming letting go cpa accountant

Play Episode Listen Later Aug 31, 2025 26:03

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.

The unexpected journey of a therapist accountant with Jennie Schottmiller

The Unforget Yourself Show

Play Episode Listen Later Aug 30, 2025 31:35

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

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EP21 - Industry Spotlight: Creative Agencies – The Fraction Collective

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Play Episode Listen Later Aug 29, 2025 52:37 Transcription Available

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.

August 2025 QuickBooks Online Updates: AI Agents, Customer Leads, and Text Message Payroll

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Aug 28, 2025 61:57

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

Ep. 154: Future-Proofing Your Business with Smart Money Moves.

The Lash Business Lounge

Play Episode Listen Later Aug 28, 2025 27:34

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

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331: Operational Strategies For Business Growth Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA, Or Business Owner

Play Episode Listen Later Aug 27, 2025 15:35

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.

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SipTalk Ep. 276: 19y/o Mindset vs 40y/o Mindset

SipTalk

Play Episode Listen Later Aug 27, 2025 66:59

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.

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SipTalk Ep. 274: Professions that have Lost Respect

SipTalk

Play Episode Listen Later Aug 27, 2025 55:16

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.

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SipTalk Ep. 275: Unwritten Rules for Drinking at the Bar

SipTalk

Play Episode Listen Later Aug 27, 2025 62:22

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.

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GNN: Image Comics! Kumail Nanjiani! Syko Stu!

General Nerdery

Play Episode Listen Later Aug 27, 2025 53:56

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

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330: Make Decisions You Trust And Stop Second Guessing Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA, Or Owner

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Aug 25, 2025 5:57

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.

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#359 When You're Surrounded but Still Feel Alone in Your Career

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Play Episode Listen Later Aug 24, 2025 27:53

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.

EP20 - Where Do I Begin?

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Play Episode Listen Later Aug 22, 2025 17:14 Transcription Available

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.

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