Podcasts about Accountant

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Latest podcast episodes about Accountant

Unofficial QuickBooks Accountants Podcast
Intuit Enterprise Suite Updates | Summer 2025

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Aug 15, 2025 77:50


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

New Hampshire Unscripted talks with the performance arts movers and shakers
NH Unscripted summer movies review with Daniel Siletti

New Hampshire Unscripted talks with the performance arts movers and shakers

Play Episode Listen Later Aug 15, 2025 44:19


At WKXL's NH Unscripted it's time once again to talk about summertime movies. That means roping in my favorite movie critic Daniel Siletti. To prep for this assignment and get a jump on our discussion I went to the movie theater and saw “Ballerina” (John Wick spinoff), Mission Impossible-The Final Reckoning, Superman, The Fantastic Four and The Accountant 2. Daniel and I had our back and forth about them with both of us giving our recommendations and insights. Andrew provided the soundtrack for the show! Having Daniel in the studio is always one of my favorite episodes. And for more info on Daniel's projects head on over to his YT channel: a54eb5ff9be811b05e092b8aff9c83b2 

The Love of Cinema
"Picnic at Hanging Rock": Films of 1975 + "Weapons" "Materialists" "The Naked Gun" + WB!

The Love of Cinema

Play Episode Listen Later Aug 14, 2025 78:46


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, 

The Millionaire Dentist
Proactive vs. Reactive CPA: Finding the Right Partner for Your Practice

The Millionaire Dentist

Play Episode Listen Later Aug 14, 2025 16:59


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

She Thinks Big - Women Entrepreneurs Doing Good in the World
361 Taking a Short Break from Podcasting - See You in September

She Thinks Big - Women Entrepreneurs Doing Good in the World

Play Episode Listen Later Aug 13, 2025 1:20


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. …

Oh My Fraud
Meet the Fraud Victim-Turned-Vigilante

Oh My Fraud

Play Episode Listen Later Aug 13, 2025 86:50


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

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
327: Navigating Tough Choices With Confidence Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Accountant, VA, Or Owner

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

Play Episode Listen Later Aug 13, 2025 15:00


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.

Building the Premier Accounting Firm
Defined Benefit Plans: Untapped Tax Savings for Firms w/ David Podell

Building the Premier Accounting Firm

Play Episode Listen Later Aug 13, 2025 50:10


In this episode of Building the Premier Accounting Firm, Roger Knecht interviews David Podell about defined benefit plans and tax strategies for business owners. They explore how accounting professionals can better advise clients on tax planning beyo†nd basic preparation, focusing on strategies to maximize tax benefits through retirement plans. In This Episode: 00:00 Welcome to Building the Premier Accounting Firm 00:54 Introducing David Pudel 02:05 The Journey into Tax Strategies 04:02 Tax Preparation vs. Tax Planning 05:42 Strategies for Business Owners 07:05 Maximizing Deductions with Defined Benefit Plans 09:06 The Accountant's Role in Tax Planning 11:10 Balancing Profitability and Tax Mitigation 12:37 Effective Personal Tax Strategies for Business Owners 15:40 Compensation Strategies Beyond W2 17:23 Understanding Defined Benefit Plans 20:20 Flexibility in Funding Defined Benefit Plans 23:01 Employee Benefits and Vesting 26:05 Identifying Candidates for Defined Benefit Plans 30:14 Understanding Tax Mitigation Strategies 32:36 401(k) vs. Defined Benefit Plans 34:18 Key Differences with Key Man Insurance 36:41 Income Qualifications for Pension Plans 39:12 Identifying Suitable Clients for Tax Strategies 41:25 The Role of Accountants in Tax Planning Key Takeaways:

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
326: What Does Feeling Frustrated In Your Life Cost You Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Accountant, VA, Or Owner

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

Play Episode Listen Later Aug 11, 2025 6:42


Let me ask you something.  How much frustration are you actually willing to tolerate in your life?  Really think about it.  Because most people don't set out to live in a state of constant irritation.  But over time, without even realizing it, they start treating feeling frustrated like it's just a normal part of their life.  Deadlines are constantly being missed.  Meetings that should've been emails.  Team members who don't provide you with information on time.  Kids who won't listen.  Partners who "forget" things you've reminded them about 14 times.  Does any of this sound familiar?  You don't even realize how much of this you're holding onto until it starts to creep into almost every area of your life.  Your work, your evenings, your energy, and your ability to breathe at the end of the day.  This episode is all about recognizing what frustration is really costing you and how to finally stop losing the control you have over your emotions to everything and everyone around you.  Let's dive in… 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.

Movie Madness
Episode 586: Let's Get Some F#!$in' FRENCH Toast!

Movie Madness

Play Episode Listen Later Aug 11, 2025 87:18


This week in physical media with Erik Childress and Peter Sobczynski they look at a staple of Egyptian film noir as well as a noir box that features an early version of Gatsby. There's a double feature with Sylvia Sidney and a double dip of Sleepaway Camp. Hear about the horror film that Peter despises as well as the better one also getting the 4K upgrade. The Poseidon Adventure gets a modern remake and Oliver Stone does his 9/11 film. Erik also proves to be a bit fonder of the trio of anniversaries being released, particularly the one he considers to be one of the absolute best of modern comedies and kicked off an era that many wish would return to the big screen.3:16 - Criterion (Cairo Station)6:55 - Kino (Confessions of a Co-Ed/Ladies of the Big House, The Farmer's Daughter, Film Noir: The Dark Side of Cinema XXVI)22:58 – Shout Factory (World Trade Center (4K), Sleepaway Camp II: Unhappy Campers (4K), Sleepaway Camp III: Teenage Wasteland (4K))35:08 – Lions Gate (High Tension 4K, It Follows 4K)50:21 - Arrow (Poseidon (4K))54:59 - Universal (Meet the Parents (2000) (4K), Casper (4K), The 40-Year-Old Virgin (4K))1:22:35 - New Theatrical Titles & TV on Blu-ray (The Accountant 2 (4K), How to Train Your Dragon (2025) (4K), 1923: A Yellowstone Origin Story: Season Two, A Good Girl's Guide to Murder: Season One)1:24:39 - New Blu-ray AnnouncementsCLICK ON THE FILMS TO RENT OR PURCHASE AND HELP OUT THE MOVIE MADNESS PODCASTBe sure to check outChicago Screening Schedule - All the films coming to theaters and streamingPhysical Media Schedule - Click & Buy upcoming titles for your library.(Direct purchases help the Movie Madness podcast with a few pennies.)Erik's Linktree - Where you can follow Erik and his work anywhere and everywhere.The Movie Madness Podcast has been recognized by Million Podcasts as one of the Top 100 Best Movie Review Podcasts as well as in the Top 60 Film Festival Podcasts and Top 100 Cinephile Podcasts. MillionPodcasts is an intelligently curated, all-in-one podcast database for discovering and contacting podcast hosts and producers in your niche perfect for PR pitches and collaborations. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit erikthemovieman.substack.com

The CPA MOMS Podcast
#357 Designing a Career Around Your Life—Not the Other Way Around

The CPA MOMS Podcast

Play Episode Listen Later Aug 10, 2025 50:41


In this episode, Nicole Kehl sits down with CPA MOMS founder Mayumi Young to discuss what it truly means to design your career around your life, not the other way around. They explore how to reconnect with your values, create space for clarity, and shift from a default life to an invented one. Mayumi shares personal stories and tools that have helped hundreds of women find fulfillment on their own terms. Special Offer: Want help discovering your values and vision? Access the CPA MOMS Personal Vision Course for free! This course is designed to help you create a clear, actionable vision for your life, aligned with your core values. Click here to purchase: https://checkout.teachable.com/secure/104092/checkout/order_cc5ps72h. Use code TRUENORTH to get free access. 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 Journey to an ESOP
EP19 – Great Game of Business Interview-Steve Baker

The Journey to an ESOP

Play Episode Listen Later Aug 8, 2025 46:10 Transcription Available


In this episode, the podcast interviews Steve Baker, Vice President of Great Game of Business, Inc. Steve gives insight into the importance of financial literacy in building a company's value through a culture of accountability, the dignity of equity ownership, and the hope of a financially successful future. To join us at the Great Game of Business Conference in September, please follow the link below!  Learn more about the Great Game of Business Conference: https://www.greatgame.com/conference-2025Learn more about Steve Baker: https://www.greatgame.com/about/our-team/steve-baker

Unofficial QuickBooks Accountants Podcast
Better Security, Smarter Estimates, and Retroactive Payroll

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Aug 7, 2025 15:18


Alicia breaks down the most significant QuickBooks Online updates from July 2025, including enhanced bill approval workflows in Bill Pay Elite to protect against fraudulent payments, a completely redesigned estimate-to-deposit system that properly handles liability accounting, and the long-awaited ability to correct paychecks in closed quarters. She also covers improvements to the employee cost rate calculator for better project costing.https://www.firmofthefuture.com/product-update/july-2025-mpu/Kristen Nies Ciraldo's Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm3 CPE, intermediate-level classRegister at http://royl.ws/restaurants?affiliate=5393907Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:42) - Enhancements in QuickBooks Bill Pay (02:29) - Streamlined Workflow for Estimates and Deposits (06:17) - QuickBooks Online Payroll Improvements (09:31) - QuickBooks Live Expert Assist and Priority Service (11:16) - Special Announcement: Restaurant Accounting Course (12:58) - Conclusion and Closing Remarks

She Thinks Big - Women Entrepreneurs Doing Good in the World
360 Pick Your Week Tax Season with Holly Sexton, CPA

She Thinks Big - Women Entrepreneurs Doing Good in the World

Play Episode Listen Later Aug 6, 2025 45:32


Learn more about PEAK FREEDOM Does tax season have to feel chaotic?Before Pick Your Week, Holly never knew who was coming or when. Some weeks felt overwhelming, others eerily quiet. The mental whiplash was constant, good one day, uh-oh the next. In this episode, she shares how she smoothed out the workload and (!!) “ran two weeks ahead all tax season.”…Link to full shownotes: https://www.businessstrategyforcpas.com/360…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. …

Get a
Ep. 190 - From Accountant to Wedding Planner: The Secret to Getting Married and Staying Married with Erika Bowers

Get a "Heck Yes" with Carissa Woo Wedding Photographer and Coach

Play Episode Listen Later Aug 6, 2025 44:15


In this episode:Today's guest went from crunching numbers to crafting dream weddings—and she believes both skills are crucial for a thriving marriage. Meet Erika Bowers, founder of Erika's Elegance Weddings & Event Planning. With a background in corporate accounting and over 20 years of event planning experience, Erika shares how knowing your numbers can help you get married and stay married.We talk about:✨ Why budgeting is a form of self-care (and relationship care)✨ How Erika pivoted from a career in corporate finance to full-time wedding planning✨ The overlooked connection between financial transparency and long-term marital happiness✨ Practical tips for couples navigating money conversations while planning their wedding✨ Her journey from St. Louis to Southern California and how her Southern charm influences her client experienceErika's story is full of heart, purpose, and passion. She brings the perfect mix of spreadsheets and sparkle to her work—and she's on a mission to help couples create events (and marriages) that reflect their values.Meet Erika:Erika Bowers is a Certified Professional Bridal Consultant with a BS in Accountancy and an MBA. She's the founder of Erika's Elegance Weddings & Event Planning, a boutique planning company based in Southern California and St. Louis. She currently serves as Co-Director of the Association of Bridal Consultants Greater LA Chapter and is deeply committed to empowering couples through education, elegance, and intentional celebration.Connect with Erika:Instagram: https://www.instagram.com/erikaselegancehttps://www.erikaselegance.com/Resources Mentioned:[Link to Erika's planning services or any freebies][Your own link to passive income offers if you'd like to plug something here]If you loved this episode, share it with a bride-to-be or tag us on Instagram @getaheckyespodcast and let us know your biggest takeaway!Say hi to me https://instagram.com/carissawoo

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
325: Time Blocking For Better Bookkeeping Habits Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Accountant Owner Or Self-Employed

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

Play Episode Listen Later Aug 6, 2025 14:33


Business owners often struggle to find the time to do the bookkeeping for their business.  This is a topic that I see come up often with many of the business owners I work with.  I understand how much this can cause issues in your business, especially when you know how important it is to have your bookkeeping up to date and review the data it shows about your business so that you know exactly how your business is doing.  Managing finances is often the last thing business owners want to do unless, of course, you are a bookkeeper or accountant yourself.  In today's podcast episode, I am diving into practical tips and strategies that will help you not only have you up to date with all your bookkeeping tasks but it will free up more time for your business as well.  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; bookkeeping is one of those things in your business that you need to take seriously so that you can not only have this accurate information to do your taxes, but you'll be able to utilize the information you see in your business to make smart business decisions… 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.

The Connor Happer Show
Crossover (Wed 8/6 - Seg 1)

The Connor Happer Show

Play Episode Listen Later Aug 6, 2025 16:02


We break down the man behind Godfather's Pizza, Matt champions The Accountant, short movies, we announce the suspension of Connor Happer, and analyze Matt's power bill.

Monsters of Design
Gatekeeper

Monsters of Design

Play Episode Listen Later Aug 6, 2025 96:56


In this episode of Monsters of Design, the core trio—Jon Sontag, Adrian Crabtree, and Jon Delman—march into the labyrinth to face the dreaded GATEKEEPER. This isn't your friendly neighborhood doorman; this is the hip, pencil-wielding minotaur guarding the gates of design, deciding who gets in and who gets left wandering outside. The three dig deep into the monsters that keep brilliant talent out: sky-high barriers to entry, overcomplicated tech requirements, and the cult of “culture fit” that ignores the magic of true culture adds. Most importantly, they shine a spotlight on the interview process as the arena where this monster can be slayed—where a surprising candidate could reveal themselves as the missing spark your team never knew it needed. As always, the episode ends with a romp through their latest monster sightings, including the one haunting Jon Sontag this week: Ben Affleck's brooding performance in The Accountant 2.

Weary Travelers Podcast
The Accountant

Weary Travelers Podcast

Play Episode Listen Later Aug 5, 2025 64:30


A special guest-pick keeps the year of Ben Affleck alive as the fellas take a dive into the 2016 action/thriller: The Accountant.

Miguel & Holly Full Show
Share Your Salary - Charli - Construction Accountant

Miguel & Holly Full Show

Play Episode Listen Later Aug 5, 2025 9:05


Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
324: What Dread Can Teach You If You Are Willing To Listen Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Accountant, VA, Owner

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

Play Episode Listen Later Aug 4, 2025 5:22


Today, I want to talk about a feeling we all know too well.  It's not exactly a sexy topic, but we've all felt dread at some point in our lives.  You're probably not scrolling social media and seeing posts like “I can't wait to tackle that thing I've been dreading all week!” Right?  Instead, we tend to hide it. We push it down. We think we're the only ones feeling it. But the truth is, if you're working on something that matters to you, dread is almost always going to come along for the ride.  Let's dive in… 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.

Providend's Money Wisdom
Army Brotherhood and Beyond: Finding Ikigai in the SAF and in Fatherhood (S4E23)

Providend's Money Wisdom

Play Episode Listen Later Aug 4, 2025 71:22


Welcome to the fifth episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a good life, incorporating the concept of Ikigai alongside Providend's Philosophy of Sufficiency. As trusted advisers to affluent clients for over two decades, we've always advocated that clients prioritise life decisions before financial ones. These life decisions are what we refer to as “Ikigai” decisions. In this episode, our Founder and CEO, Christopher Tan, sits down with two of his long time friends and army buddies, Han Kiat, an Associate Professor, and Maurice, an Accountant, to talk about all things ikigai and the role it plays in their lives. For Han Kiat and Maurice, choosing to serve in the Singapore Armed Forces (SAF) beyond the mandatory ten years was not just a commitment, it became their ikigai, a purpose they held closely for much of their early adult lives. Now as fathers, they reflect on their shared experiences, even as their sons serve in different vocations during their National Service. Does a different path diminish the value of their own ikigai? And how did they bridge the gap between those differences with their sons?They reflected on how simple, ordinary moments, and being there for one another over the years, can become something deeply meaningful and also part of their ikigai.You may find Han Kiat's full letter mentioned in the podcast here: https://providend.com/finding-ikigai-saf-fatherhood/Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially—with your Ikigai goals at the forefront of your wealth plan.Music courtesy of ItsWatR.The host of this episode, Christopher Tan, is Chief Executive Officer of Providend, Singapore's first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.The full list of Providend's Money Wisdom podcast episodes from Season 4 can be found here.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.Mentioned in this episode:Get Our Money Wisdom II Book Today!Some long-time listeners might know that the inspiration behind this entire podcast was our CEO, Chris's book. We're proud to announce that we have launched our second edition of the book titled Money Wisdom II: More Simple Truths for Financial Wellness. If you are interested in getting your very own copy, please check out the link here: https://providend.com/publications/#order-form

The CPA MOMS Podcast
#356 Connection, Curiosity, and Career Moves: How Women Help Women Move Forward

The CPA MOMS Podcast

Play Episode Listen Later Aug 3, 2025 26:45


In this episode, Nicole Kehl chats with Lindsey Head, founder of Pulse Business Group and award-winning CFO, about her unconventional journey from hedge fund accounting to launching a thriving fractional CFO business. Lindsey shares how early mentorship shaped her bold career decisions, how she overcame burnout, and what work-life harmony truly looks like as a mom and entrepreneur. If you've ever felt stuck or unsure about your next step, this conversation will reignite your passion and remind you of the power of saying yes. 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 Abundant Accountant
Episode 163 | Case Study | How A $50K Mistake Led To A Sales Breakthrough With CPA Tim Wijtenburg

The Abundant Accountant

Play Episode Listen Later Aug 1, 2025 48:39


A shocking $50,000 mistake led to a major sales breakthrough for CPA Tim Wijtenburg, a turning point that redefined his approach to building a profitable accounting firm. This episode reveals how Tim, after seven years in corporate at a Fortune 150 company and over a decade in tax planning, initially relied on tech solutions and "sales menus" to grow his practice, only to discover a critical missing piece—a robust sales process. Join Tim as he shares his pivotal journey from feeling stuck, isolated, and contemplating a return to corporate life, to doubling client engagements and drastically increasing revenue by understanding client needs and setting clear expectations. This is the real-world story of how Tim transformed a costly misstep into a pathway to abundance, freedom, and finally building the firm he always dreamed of.

The Journey to an ESOP
EP18 - Indiana Jones - Will the ESOP Make A Difference For Your Employees

The Journey to an ESOP

Play Episode Listen Later Aug 1, 2025 43:02 Transcription Available


This episode uses the classic film, Indiana Jones, as our feature film. The podcast utilizes this retro film as an example of something that never goes out of style-just like business owners helping their employees! The question the podcast discusses is if an ESOP is the best option for your company and people? This is a common question on anyone's journey to an ESOP. The podcast attempts to help listeners asses where they are in company development of employee engagement. 

Stepfamily Mission POSSIBLE!™ How to Lead Your Stepfamily with Influence | Jen Rogers - Faith-Led Stepfamily Coach, Podcast
Mic to Money: Which Podcaster Persona Are You...The Artist, the Angel, or the Accountant? | #282

Stepfamily Mission POSSIBLE!™ How to Lead Your Stepfamily with Influence | Jen Rogers - Faith-Led Stepfamily Coach, Podcast

Play Episode Listen Later Jul 31, 2025 23:22 Transcription Available


You don't need a million downloads to monetize - but you do need to know who you are behind the mic.In this episode, I'm breaking down the three types of podcasters I see over and over again (and maybe you'll see yourself too): The Artist, The Angel, and The Accountant. Each brings something powerful.And each can sabotage your show's success without the right plan.I'm also sharing real-world ways podcasters earn income at different stages, plus a few myths that need to be retired once and for all.If you've ever wondered why it feels so hard to monetize, this conversation will feel like a mirror and a map.Let's rock and roll!Data from Fourthwall  + Castmagic 

Unofficial QuickBooks Accountants Podcast
July 2025 QuickBooks Online Updates: AI Agents, New Bank Feeds, and Interface Changes:

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jul 31, 2025 60:02


Alicia and Dan break down Intuit's July 2025 "In the Know" session, covering the massive interface overhaul coming to QuickBooks Online this summer and fall. They dive deep into the new banking feeds with AI assistance, expanded categorization history, statement upload capabilities, and the introduction of "accounting agents" that can pre-select transactions ready for posting. The discussion also covers the integration of MailChimp and TurboTax into what Intuit now calls "QuickBooks on the Intuit platform," plus important timeline details for when these changes will automatically roll out to all users.Sponsors(00:00) - Introduction and Hosts' Catch-Up (01:20) - Overview of July 2025 'In the Know' Session (03:27) - ProAdvisor Community News and Upcoming Courses (05:53) - QuickBooks on the Intuit Platform (11:28) - New Features in QuickBooks Online (19:24) - Bank Feeds Innovations (30:39) - Navigating Action Buttons (31:02) - Enhanced Grouping Features (31:24) - AI Assistance in Transactions (34:16) - Detecting Bank Fees (34:55) - Combining Matches in Bank Feeds (36:54) - New Accounting Agent Features (39:39) - Context Gathering for Transactions (43:28) - Anomaly Detection in Reports (46:06) - Improved Reconciliation Process (47:07) - Bill Pay Basic in All Plans (54:05) - Training and Membership Updates In the Know slide deck: https://drive.google.com/file/d/1qHgZKBWipm2YX1QARI-ecq8fut_M4GeK/view?usp=sharingIntuit's Accountants Toolkit about the new platform: https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharingSign up for Alicia's Royalwise OWLS Silver Membership to join all her classes about the new QuickBooks on the Intuit Platform. 2+ webinars per month, 2 group Q&A calls, and anytime discussion forums: http://royl.ws/qbosilver?affiliate=5393907Dan's Links:Dan's “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPHDan's Blog on the AI Agents - https://snip.ly/UQAPAIAgents Dan's Blog on the AI Bank Feed: https://snip.ly/UQBAIBank QB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 

Sohrab's Movie Queue
56. Review: The Accountant 2 (2025 film)

Sohrab's Movie Queue

Play Episode Listen Later Jul 31, 2025 12:04


Episode 56 – Review: The Accountant 2 (2025)Back in 2016, Ben Affleck surprised a lot of people with "The Accountant", a sleek, mysterious action thriller where he played Christian Wolff, a math savant with deadly skills. That film, written by Ozark series creator Bill Dubuque, had an incredible cast (John Lithgow, J.K. Simmons, Jon Bernthal, Anna Kendrick, Jean Smart) and a vibe that stuck with people. For years, a sequel was teased, and now, nearly a decade later, it's finally here.The Accountant 2 makes the rare move of actually improving on the original. Director Gavin O'Connor returns, and Affleck is back as Wolff, joined again by Cynthia Addai Robinson and Jon Bernthal. Newcomer Daniela Pineda (playing Lena) is a total standout. One change this time around: the character of Justine (Christian's mysterious associate) is now played by Allison Robinson, taking over voice and on screen duties from Allison Wright. And it works.While the first movie had a haunting score by Mark Isham, this sequel switches gears with a fresh and impressive score by Bryce Dessner. The vibe is a little different, but it still pulls you into Wolff's world.There's a planned third film to complete the trilogy, and both O'Connor and Affleck have hinted at wanting Anna Kendrick back for that one. Fingers crossed."The Accountant 2" is now streaming on Amazon Prime Video.We've got more episodes, reviews, and recommendations coming your way. If you're enjoying the show, please leave a review, it really helps the podcast.Thanks for listening, and enjoy the movie.Correction: In the audio, the character of Lena is mistakenly said to be played by Daniela Melchior. The role is actually played by Daniela Pineda.

She Thinks Big - Women Entrepreneurs Doing Good in the World
359 Pick Your Week Tax Season with Rebecca Warnick, CPA

She Thinks Big - Women Entrepreneurs Doing Good in the World

Play Episode Listen Later Jul 30, 2025 23:11


Learn more about PEAK FREEDOM Tired of chaotic tax seasons? Rebecca Warnick, CPA, shares how she transformed hers using “Pick Your Week.” With smoother workflows, happier clients, and less stress, she explains how this simple change brought massive benefits—without working more or earning less. A must-listen if you want more control and calm in busy season.https://www.thewarnickgroup.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/359…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. …

Oh My Fraud
Meet the Podcaster Who Spills the Corporate Tea

Oh My Fraud

Play Episode Listen Later Jul 30, 2025 74:04


Caleb knew that if he could get Becca Platsky, the co-host of the Corporate Gossip Podcast, to come on Oh My Fraud, that they would have a lot to talk about. Becca and Caleb learn that they are kindred spirits, discussing their experiences not only as scorned CPAs, but as earnest gossip merchants. SponsorsRoutable - http://ohmyfraud.promo/routable(00:00) - Introduction and CPE (00:43) - Discovering Corporate Gossip Podcast (03:09) - Becca's Background and Career (05:49) - The CPA Experience (14:33) - Gossip in the Corporate World (25:29) - Starting the Podcast Journey (35:55) - Corporate Culture and CEO Critique (42:36) - The Golden Age of Fraud (44:46) - Corporate Corruption: A Bipartisan Issue (58:29) - The Fraud Triangle and Human Nature (01:07:41) - The Consequences of Corporate Negligence (01:13:31) - Final Thoughts and Reflections 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 BECCALinkedIn: https://www.linkedin.com/in/rebeccaplatsky CONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Check out Corporate Gossip PodCorporate Gossip PodcastFacebook Part 1: Sheryl Sandberg & the Curse of the BOBFacebook Part 2: Mark Zuckerberg & The Curse of the Baby BangsEmail us at ohmyfraud@earmarkcpe.com

Vitamine A | De podcast voor accountants
Vitamine A #63 | AI als assistent, niet als autoriteit... In gesprek met Esther Kox

Vitamine A | De podcast voor accountants

Play Episode Listen Later Jul 30, 2025 26:46


In deze aflevering van Vitamine A spreken we met Esther Kox, cognitief psycholoog en expert op het gebied van vertrouwen tussen mens en kunstmatige intelligentie. Esther promoveerde aan de Universiteit Twente en doet onderzoek naar hoe mensen omgaan met technologie die steeds slimmer en zelfstandiger lijkt te worden.Het gesprek richt zich op een centrale vraag: wat betekent het eigenlijk om AI te vertrouwen? Esther legt uit waarom we geneigd zijn om technologie menselijke eigenschappen toe te kennen en hoe dat ons oordeel beïnvloedt. Ook introduceert ze het begrip ‘gekalibreerd vertrouwen': een evenwichtige balans tussen wat AI werkelijk kan en wat wij denken dat het kan.Aan de hand van herkenbare voorbeelden laat Esther zien hoe snel we ons laten overtuigen, maar ook hoe belangrijk het is om als professional kritisch en bewust te blijven. Zeker voor accountants, die van oudsher het vertrouwen vertegenwoordigen in cijfers en controle, is dat essentieel. In een wereld waar AI steeds vaker data genereert en beslissingen beïnvloedt, gaat het erom technologie verstandig te gebruiken.Deze aflevering is een eerste verkenning van deze thematiek. De vragen die het oproept komen verder aan bod op 19 november tijdens de Accountantsdag 2025 in het AFAS Theater in Leusden. Esther is daar ook spreker in het middagprogramma.Links:Meer informatie over haar onderzoek is te vinden via de Universiteit Twente, waar zij promoveerde op het proefschrift Maintaining Human‑AI Trust: Understanding Breakdowns and Repair (lees meer).Informatie over haar sessie op de Accountantsdag 2025 is beschikbaar op de website van de NBA (nba.nl/Accountantsdag).

HOW TO START UP by FF&M
Rachel Harris | Accountant She: How to tackle your business finances

HOW TO START UP by FF&M

Play Episode Listen Later Jul 29, 2025 40:44 Transcription Available


Welcome to How to Start Up, the podcast that dives into the stories of startups, told directly by the founders. I'm Juliet Fallowfield, founder of Fallow Field & Mason, where we empower you to take charge of your storytelling via both PR & podcasting.In today's episode, we're joined by Rachel Harris, co-founder of striveX & founder of Accountant She. Passionate about financial well-being and running values-led businesses, Rachel has created a modern, cloud‑focused accountancy and tax advisory firm for both businesses and individuals alongside a platform for business owners to find accessible, consumable, financial education. Stay tuned to hear Rachel's advice on the highs and lows of running a business. Why loneliness is something that you should not ignore, what you should ask an accountant when you are vetting your first one, how they can become your business partner, how to manage people within the business, and so much more.Rachel's advice:Initially decide how much you want to delegateThen employ people more intelligent than you, and delegate to themWhen you choose an accountant, choose them according to your plans/expectations for your business; it helps if they can mirror your long-term goalsEstablish your communications preferences at the outsetBecause your accountant will be effectively your partner, research their core values and the infrastructure of their business firstCheck whether or not they outsource workAssess their values before you assess their technical competenceRachel believes in the value of therapyShe also believes in regular measuring of KPIsA very worthwhile benefits package will attract good employees if they are prepared to work hard for itEstablish systems and processes to free you upDon't underestimate the personal sacrifice and loneliness that being a founder can bringFF&M enables you to own your own PR & produces podcasts.Recorded, edited & published by Juliet Fallowfield, 2024 MD & Founder of PR & Communications consultancy for startups Fallow, Field & Mason.  Email us at hello@fallowfieldmason.com or DM us on instagram @fallowfieldmason. FF&M recommends: LastPass the password-keeping site that syncs between devices.Google Workspace is brilliant for small businessesBuzzsprout podcast 'how to' & hosting directoryCanva has proved invaluable for creating all the social media assets and audio bites.MUSIC CREDIT Funk Game Loop by Kevin MacLeod.  Link &  LicenceText us your questions for future founders. Plus we'd love to get your feedback, text in via Fan MailSupport the showText us your questions for future founders. Plus we'd love to get your feedback, text in via Fan MailSupport the show

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
322: How To Spot Create And Act On Opportunities Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Accountant Owner Or Self-Employed

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

Play Episode Listen Later Jul 28, 2025 4:47


Have you ever caught yourself thinking, “If the right opportunity would just come along, everything could finally fall into place?”  Maybe you've thought that about a career move, a health goal, or a dream you keep putting off because now's not the right time.  Don't worry, you're not alone.  But today, I want to help you see that the opportunity you're waiting for may just be waiting for you.  Ready to take a look at how opportunity really works and how you can start creating more of it in your life right now?  Let's dive in… 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.

The Journey to an ESOP
EP17 Interview with John Burgess What Owners Can Expect After Forming an ESOP

The Journey to an ESOP

Play Episode Listen Later Jul 28, 2025 48:52 Transcription Available


In this podcast episode, ESOP attorney John Burgess returns to share what business owners should anticipate in the months following an ESOP transaction. From governance changes to employee communication and administrative next steps, Burgess offers practical insights to help new ESOP companies navigate the critical post-formation period with confidence.

Dishing Up Digital with Ellen Mackenzie
Don't Make These Tax Mistakes: My Accountant Could Save You $10k+

Dishing Up Digital with Ellen Mackenzie

Play Episode Listen Later Jul 27, 2025 45:15


Let's talk money - because ignoring the “boring stuff” could be costing you thousands.In this episode, I'm sitting down with my accountant to break down the stuff no one talks about:➡️ What small biz owners always get wrong➡️ How to stay organized for tax season (without crying)➡️ When to hire help (and how to afford it)➡️ What actually matters when you're starting outThis is the episode that would've saved past Ellen from so many money headaches. Whether you're a new entrepreneur or scaling fast, this is your reminder: financial literacy is a CEO skill. Let's make your bank account (and your mindset) match the business you're building.

The CPA MOMS Podcast
#355 What Work-Life Harmony Really Looks Like

The CPA MOMS Podcast

Play Episode Listen Later Jul 27, 2025 56:31


In this episode, Nicole Kehl sits down with CPA MOMS founder Mayumi Young to unpack the difference between work-life balance and work-life harmony. Mayumi shares why the traditional idea of "balance" sets women up to feel like failures, and how harmony offers a more realistic, joyful, and empowering approach. They explore how redefining success and embracing flow can change everything, especially for working moms in accounting. 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.

Unofficial QuickBooks Accountants Podcast

Alicia, Dan, and Margie celebrate the podcast's 100th episode with quick pop-in from special guest Hector Garcia, reflecting on their favorite moments from nearly two years of unofficial QuickBooks commentary. The conversation covers everything from desktop conversions and chart of accounts evolution to the challenges of training in an era of constant software updates. They discuss the value of being an "unofficial" voice in the QuickBooks community, allowing for honest opinions and constructive feedback while bridging the gap between Intuit and the professionals using their software daily.*This episode was live streamed*(00:00) - Welcome to the 100th Episode Celebration! (00:37) - Meet the Community and Hosts (01:34) - The Origins of the Podcast (04:59) - The Unofficial Nature and Honest Conversations (05:50) - Hector's Words of Wisdom (07:51) - The Importance of Collaboration (11:52) - Favorite Episodes and Memorable Moments (23:56) - Embracing Change and Innovation (31:17) - Feedback on Beta Testing (31:53) - Rant on Sample Company Updates (34:37) - Live Classes and Feedback Flooding (35:48) - Challenges in Training with QuickBooks (38:24) - Adapting to Changes in Training (41:51) - Outsourcing and Global Workforce (44:49) - Future of QuickBooks and AI (46:43) - Engaging with the Community (56:08) - Conclusion and Call to Action Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comOur Top 10 favorite episodes:uqb.show/90 Fan favorite: The 20 Things Bookkeepers Should Never Douqb.show/85 Chart of Accounts with Veronica Wasek - how the OG COA needs to be updated for the modern ageuqb.show/49 Outsourcing Overseas - why we need to keep our intellectual and economic capital in the USuqb.show/41 Is QuickBooks in Beta - bring back QuickBooks Labs with Hector Garciauqb.show/64  Sasan Goodarzi's keynote address from Intuit Connecthttps://uqb.show/episodes?page=3&per=30 Feb 1 through March 14, Episodes 23, 24, 25, 28, 29 - QBDT to QBO Conversion, Concierge-style, which led to Alicia's book: http://royl.ws/QBDT_to_QBOListen to Hector and Alicia AND follow along with Margie's hands-on exercise: https://scribehow.com/shared/Deleting_Accounts__mgYD5K7dSj-NdAEA71NMjAJoin Margie's free class every Friday: https://www.facebook.com/groups/qbo.gym.locker.room

She Thinks Big - Women Entrepreneurs Doing Good in the World
358 Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA

She Thinks Big - Women Entrepreneurs Doing Good in the World

Play Episode Listen Later Jul 23, 2025 43:52


Learn more about PEAK FREEDOM Wondering if it's really possible to make good money without grinding 60 hours a week?Sheila Hansen shares how she built a values-aligned accounting firm that brings in $250K+ while working ~15 hours a week. Learn how she escaped standard accounting, overcame pricing and money mindset blocks, built a product ladder, and created offerings rooted in strategy—not compliance. A must-listen for CPAs craving more ease.…Link to full shownotes: https://www.businessstrategyforcpas.com/358…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. …

The Ambitious Bookkeeper Podcast
208 ⎸ Social Media Marketing in 2025 with Grace Costa, The Social Accountant

The Ambitious Bookkeeper Podcast

Play Episode Listen Later Jul 23, 2025 44:27 Transcription Available


Send us a textIn this episode, Serena sits with Grace Costa, founder of Social Mixed Media and the Social Accountant, to dive deep into what's working in social media marketing right now. Grace shares her journey from accountant to marketing agency owner and gives us the real scoop on how AI is changing the game for bookkeepers and accountants trying to land clients online.In this episode you'll hear:- 4 core organic marketing strategies for bookkeepers and accountants in 2025- How AI and Google's new search features affect visibility- Why DM outreach doesn't have to feel spammy- Real talk about using templates vs. creating everything from scratchResources mentioned in this episode:Metricool - Media schedulerLoom.ly - Media schedulerManyChat - Automation tool for DM sequences and lead magnetsCanva - For customizing social media templatesMeet GraceGrace Costa is the founder of Social Mixt Media, a marketing agency that helps businesses grow through digital marketing strategies and automation. She's also the founder of Social Accountant, a membership that delivers done-for-you marketing content each month, exclusively for bookkeepers and accountants.Grace started her marketing business after the birth of her second son and taking some time to figure out what she wanted to do next. She saw that many bookkeepers needed help with their marketing, so combining her two favorite things—design and bookkeeping—she created a marketing solution that helps bookkeepers and accountants level up their marketing so they can continue helping small businesses with their financial expertise without the stress of marketing.Grace currently lives in Southeast Florida with her husband and three young children.Connect with Grace

The Nyrdcast Podcast
Nyrdcast Podcast 225b: Homework

The Nyrdcast Podcast

Play Episode Listen Later Jul 22, 2025 41:47


(Originally recorded July 10, so any Superman talk is before we saw it). This week's homework episode includes Sisu, Mickey 17, Big Bang Theory, The Bear S4, Sullivan's Crossing, All Systems Red, Artificial Condition, Red Shirts, Batman Vol 2: The Joker War, Detective Comics Vol 5: The Joker War, Batman Vol 3: Ghost Stories, The Incal, Stray Bullets Vol 1: Innocence of Nihilism, Green Lantern, X-Men, The Life of Chuck (book), Little Nightmares, The Accountant 2, The Wolf Hour, Heart Eyes, Coming Home in the Dark, Eden Lake, Walden, Copycat, Here We Go, Splinter, American Animals, Veronica, and Say You Will. The featured song is "Born 2 Late" by Skeetch. You can find them on the Nyrdcast Featured Music Playlist and at: SPOTIFY | APPLE MUSIC | LINKTREE | INSTAGRAM | FACEBOOK | YOUTUBE Check us out at our website and on social media.  Don't forget to rate and review the podcast on iTunes or wherever you listen to your podcasts.

Federal Tax Updates
One Big Beautiful Bill Passes: Everything You Need to Know

Federal Tax Updates

Play Episode Listen Later Jul 21, 2025 62:57


Washington DC tax expert Thad Inge joins the show again for a deep dive into the Big Beautiful Bill.  He breaks down the tax legislation that extends TCJA provisions and introduces new benefits like tax-free tips and overtime. Together with Annie and Roger, they explore the surprising speed of the political process, the complex implementation challenges ahead, and what small business owners and individuals need to know right now. From ERC changes to new car loan deductions, this comprehensive breakdown separates the reality from the hype surrounding one of the most significant tax bills in recent years.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (02:14) - Overview of the Big Beautiful Bill (02:43) - The Legislative Process and Political Dynamics (06:53) - Key Provisions and Extensions in the Bill (09:33) - Tax Policy vs. Political Strategy (11:33) - State and Local Tax (SALT) Debate (17:25) - Cost and Budget Considerations (26:24) - New Tax Provisions: Tips and Overtime (29:07) - Implementation Challenges and Guidance (34:18) - Transition Relief and State Standards (37:16) - Overtime and Salary Dynamics (38:17) - IRS Withholding Rules (42:24) - Employee Retention Credit (ERC) Updates (48:17) - Business Deductions and Expensing (52:22) - New Tax Provisions for Seniors and Car Loans (54:59) - Energy Credits and Legislative Negotiations (56:35) - Final Thoughts and Future Outlook Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Thad IngeLinkedIn: https://www.linkedin.com/in/thad-inge-9342155Website: https://www.vsadc.com/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.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
320: Choose Your Emotions With Intention Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Accountant, VA, Owner, Or Self-Employed

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

Play Episode Listen Later Jul 21, 2025 6:25


Do you ever feel like your emotions are running your life?  Like you're just getting dragged around by stress, worry, or frustration, and all you want is to just feel better?  That's one of the most common things I hear from my clients.  They'll say I just want to feel better.  Nothing too irrational, just better.  And today, I want to show you how that's not only possible, but completely within your control.  We're diving into one of my favorite concepts I teach inside The RE*INVENTION™ Process, how to create emotional balance by understanding what you're really feeling, why you're feeling it, and how to shift it if you want to.  Because when you learn how to manage your emotions from the inside out, everything starts to change.  Let's dive in… 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.

The CPA MOMS Podcast
#354 From 20 Min Meditation to Major Moves - Nikki Bushaw on Building a Life-Aligned Firm

The CPA MOMS Podcast

Play Episode Listen Later Jul 20, 2025 33:41


In this episode of our "What I've Learned" series, Nicole Kehl sits down with CPA and entrepreneur Nikki Bushaw to explore the twists and turns of her journey from regional firm accountant to founder of her own successful practice, Absolute Accountant. Nikki shares the mindset shifts that fueled her leap into entrepreneurship, the challenges of managing a team, and how her definition of success has evolved over time. Her honest reflections on work-life harmony, personal growth, and building a life aligned with your values will resonate deeply with every CPA mom. 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.

Business & Personal Development with Chris Haroun
How to build a business plan, Best way to build wealth, How to find a great accountant and more.

Business & Personal Development with Chris Haroun

Play Episode Listen Later Jul 19, 2025 112:44


This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: How to build a business plan, Best way to build wealth, How to find a great accountant and more. Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun300How to forecast a P/E ratio

Cloud Accounting Podcast
The Losers of AI & What CPAs Need to Know About OBBBA

Cloud Accounting Podcast

Play Episode Listen Later Jul 17, 2025 75:24


Why is AI failing at basic accounting tasks while claiming to outsmart PhD students? Blake and David dive into the stark reality of AI implementation in accounting, from Ramp's promising new expense management agents to QuickBooks' baffling suggestion to credit and debit the same account. You'll discover the critical security vulnerabilities in AI systems and learn why clients are increasingly using AI to fact-check their accountants' advice. Plus, get a comprehensive breakdown of the top 10 tax planning opportunities in the One Big, Beautiful Bill Act—from permanent 100% bonus depreciation to Trump accounts for children. The hosts also explore which companies will be AI's biggest losers and why the future of accounting lies in financial management, not advisory services.SponsorsOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:30) - The Big Beautiful Bill: Tax Provisions Overview (01:53) - AI in Accounting: RAMP's New AI Agents (02:56) - QuickBooks AI Agents: Frustrations and Feedback (06:05) - RAMP's AI Agents: Features and Benefits (14:38) - AI's Impact on Employment: Winners and Losers (20:54) - Grok 4: The Future of AI in Accounting (36:53) - Juno and Tax Prep Automation (37:52) - The Rise of AI in Cyber Attacks (38:26) - Social Engineering and AI (39:18) - Hidden AI Prompts in Academic Papers (41:25) - AI Security Risks and Internal Controls (45:45) - The Accountant's Labor Shortage (46:59) - Tax Planning Opportunities in the New Bill (56:29) - The Impact of the New Tax Bill (01:00:45) - Final Thoughts and Wrap-Up  Show NotesRamp agents: Let finance teams do finance https://ramp.com/blog/ramp-agents-announcementMicrosoft shares $500M in AI savings internally days after cutting 9,000 jobshttps://techcrunch.com/2025/07/09/microsoft-shares-500m-in-ai-savings-internally-days-after-cutting-9000-jobs/Indeed, Glassdoor to lay off 1300 staff amid AI pushhttps://techcrunch.com/2025/07/11/indeed-glassdoor-to-lay-off-1300-staff/Workday Stock Takes A Hit After Piper Sandler Survey Flags AI-Driven Headwinds, But Retail's Optimistic https://stocktwits.com/news-articles/markets/equity/workday-stock-takes-a-hit-after-piper-sandler-survey-flags-ai-driven-headwinds/ch8GfqaR5kYElon Musk's xAI launches Grok 4 alongside a $300 monthly subscription https://techcrunch.com/2025/07/09/elon-musks-xai-launches-grok-4-alongside-a-300-monthly-subscription/Hidden AI prompts in academic papers spark concern about research integrity https://www.japantimes.co.jp/news/2025/07/04/japan/ai-research-prompt-injection/Tax provisions in the One Big Beautiful Bill Act https://www.journalofaccountancy.com/news/2025/jun/tax-changes-in-senate-budget-reconciliation-bill/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

The Nerdpocalypse
Welcome Back Big Blue! (Superman Review and Thoughts) | Ep652

The Nerdpocalypse

Play Episode Listen Later Jul 17, 2025 133:05


This week on The Nerdpocalypse Podcast, the guys are back after two weeks off but this episode is a slightly different format. We have one story all about the Emmy nominations and our thoughts on the big categories, then we will do some checked out that includes our thoughts on Marvel's Ironheart series. Then the rest of the show is a full review and breakdown of James Gunn's Superman, which is the launch point for the new DCU run by Gunn and Peter Safran. This will be a spoiler heavy review of Superman so be aware.CHECKED OUTThe Accountant and The Accountant 2F1Jurassic World: RebirthSquid Game 3SmokeIronheartSupermanTOPICSEmmy Nominations

Unofficial QuickBooks Accountants Podcast
Journal Entries Have Unintended Consequences (Wheel of Rants)

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later Jul 17, 2025 14:53


Alicia tackles a major issue she's encountered while training CPAs: the outdated practice of using journal entries to fix miscategorized transactions instead of properly reclassifying them. She explains why this traditional approach fails in the modern QuickBooks environment, where AI learns from past categorizations and business owners need accurate data throughout the year, not just at year-end. The episode focuses on the powerful Reclassify Transactions tool and how it can save time while ensuring data accuracy across all reporting periods.Sponsors(00:00) - Introduction and Wheel of Rants (00:31) - The Reclassify Tool: A Modern Approach (04:17) - Creating Rules for Accurate Categorization (07:34) - Using the Reclassify Transactions Tool (14:34) - Conclusion and Final Thoughts Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comLinks from Episode Use this link to access Reclassify from any QBO file, even if you don't have the QBOA briefcase: qbo.intuit.com/app/reclassify-transactionBDO Alliance: https://www.bdo.com/about/bdo-alliance-usaAlicia's QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

The Abundant Accountant
Episode 162 | How To Sell High-Value CFO Advisory Services Without Being Pushy, Featuring Adam Lean

The Abundant Accountant

Play Episode Listen Later Jul 15, 2025 23:31


Tired of pushy sales tactics? Discover how to master the art of selling high-value CFO advisory services without feeling sleazy as Michelle Weinstein takes the hot seat opposite Adam Lean, CEO of The CFO Project. We delve into strategies for financial professionals to communicate their value, overcome the fear of rejection, and build a thriving practice with high-paying clients. Michelle shares insights on creating empowering sales conversations and achieving work-life balance while teaching firm owners to charge premium fees and focus on value-based interactions. If you're ready to transform your approach to selling, and build the confidence to grow your business without compromising your integrity, this is a must-listen.

The Affluent Entrepreneur Show
Accountant Debunks: The Most Controversial Topics in Personal Finance

The Affluent Entrepreneur Show

Play Episode Listen Later Jul 14, 2025 38:10


Welcome back to another episode of the Building Your Money Machine Show! Today, I'm rolling up my sleeves and getting honest about the most controversial topics in personal finance. You know the ones—those “hot takes” that get tossed around at barbecues, family gatherings, and across social media feeds, usually prefaced with something like, “Well, my buddy said...”—and before you know it, that spicy advice is burning a hole in your financial future.In this episode, I'm debunking some of the biggest myths in personal finance, from the renting vs. owning debate to whether all debt is evil, leasing vs. buying cars, if you really need a financial advisor, the realities of the FIRE movement, and the age-old battle between real estate and stock investing.IN TODAY'S EPISODE, I DISCUSS:Renting vs. Owning a HomeDebt & Credit Cards—Doom or Delight?Lease vs. Buy: Car Conundrum:Do You Really Need a Financial Advisor?The FIRE Movement—Does It Work for Everyone?Real Estate vs. Stocks—Which Builds More Wealth?Plus—hear about the FREE Home Buy vs Rent Tool to get to the real numbers, not just guesswork. (Get it at melabraham.com/homebuy.)This episode is packed with actionable advice, myth-busting, and a reminder that personal finance is just that: personal. But good decisions are universal, and you never have to go it alone.RECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/8 Signs You're Doing Well Financially (Even If It Doesn't Feel Like It)Accountant Explains: The 4 Financial Freedom Zones - How close are you?Master Financial Literacy in 32 mins: Everything They Didn't Teach You in SchoolThe One Choice That Will Determine Your Financial FutureIf You Knew This About Banks, You Would Think Twice Before Giving Them Your MoneyRECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:8 Signs You're Doing Well Financially (Even If It Doesn't Feel Like It): https://youtu.be/KKhrKQb-v40Accountant Explains: The 4 Financial Freedom Zones - How close are you?: https://youtu.be/Md3mF7zg8fkMaster Financial Literacy in 32 mins: Everything They Didn't Teach You in School: https://youtu.be/RquD90vfEvsThe One Choice That Will Determine Your Financial Future: https://youtu.be/RquD90vfEvsORDER 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

Movie Trivia Schmoedown
Daredevil Season 2 Is A Wrap! Plus Reboot Rumors For Indiana Jones?

Movie Trivia Schmoedown

Play Episode Listen Later Jul 10, 2025 102:08


Indiana Jones reboot? Daredevil is wrapped?! The Accountant 2 is a hit on streaming! Project Hail Mary sets trailer records! This and more on the show with Kristian Harloff and Steph Sabraw! #indianajones #adventure #remake #reboot #sequels #marvel #mcu #daredevil Come see us live in New York! It's Sam's first show! https://thegreenroom42.venuetix.com/s... Can't see us live, here's the live stream link: https://thegreenroom42.venuetix.com/s... SPONSORS: FACTOR: Get started at https://www.factormeals.com/kristian5... and use code kristian50off to get 50 percent off plus FREE shipping on your first box. That's code kristian50off at https://www.factormeals.com/kristian5... for 50 percent off PLUS free shipping. https://www.factormeals.com/kristian5... HYDROW: Skip the gym, not the workout—stay on track with Hydrow! For a limited time go to https://www.hydrow.com and use code KRISTIAN to save up to $475 off your Hydrow! That's https://www.hydrow.com - code KRISTIAN to save up to $475. https://www.hydrow.com - code KRISTIAN