Podcasts about Accountant

If you've ever felt stressed to the max and near the end of your rope, this episode is for you. Less than six months ago, Down to 40 Hours Masterminder and repeat guest, Melissa Downs was maxed out. She got her client load underneath capacity, used tiered pricing to get clients where they needed to be, and started saying no. It wasn't always easy, but now she's on the other side, with free time on her hands and no drop in take-home pay. …Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Listen to other stories from clients:Offer Productized Services with Sheila Hansen, CPAFreedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPAKiller Niche: Farm + Ag CPA with Catherine Ozment, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPASpecializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, CPA…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

As we know all too well, being a working mom is a multifaceted role. It involves transitioning seamlessly between being a career professional, household manager, and caregiver, often in the span of a single day. The challenges are immense, but so are the rewards. For those of you who are thinking of a flexible work arrangement or who are already in one, it's essential to understand that the concept of flexible work arrangements has transformed from a buzzword into a lifeline for working moms. Whether you're a seasoned professional or a newcomer to the workforce, the flexibility to choose when, where, and how you work can be a game-changer. This week on The CPA MOMS Podcast we discuss the benefits of flexible work arrangements, types of flexible work arrangements for accountant moms, and how to navigate challenges. You can read the full show notes HERE

In this informative episode, we explore the realm of tax planning and address the pressing question: When is the appropriate time to meet with an accountant? Maximizing your tax planning is crucial for individuals and businesses alike, and having the guidance of a knowledgeable accountant can make a significant difference. Whether you're an individual looking to optimize your personal finances or a business owner aiming to maximize profitability, this video equips you with the knowledge needed to make informed decisions about your tax planning strategy. Tune in now and embark on a journey of financial empowerment! Don't forget to follow our Spotify channel for more insightful content on financial literacy, tax planning, and strategies for success. Thank you for listening to the Know Your Numbers REI Podcast! Your path to financial empowerment begins with each episode. ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team or fill out a contact request form ➤➤ https://www.betterbooksaccounting.co/contact   ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chris.mccormack.cpa.mba/  LinkedIn: https://www.linkedin.com/in/chris-mccormack-cpa-mba/  Instagram: https://www.instagram.com/chrismccormackcpa/   → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@betterbooksREI/featured The Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. #MeetingWithAnAccountant #TaxPlanning #ExpertAdvice #AccountantGuidance #FinancialDecisionMaking #TaxPlanningTips #FinancialEmpowerment #TaxConsultation #RealEstateInvestmentTips #RealEstateTaxProfessionals #AccountingForRealEstateInvestors #RealEstateTax #RealEstateTaxTips #RealEstateInvestor #KnowYourNumbers #BetterBooks #ChrisMcCormack

If you're wondering just how much you can implement in a short time in Down to 40 Hours CPA Mastermind, listen in to hear what Randy Larkin, CPA has to say. He's been in Mastermind for barely 10 weeks and has made miles of progress on numerous projects. …Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Listen to other stories from clients:Offer Productized Services with Sheila Hansen, CPAFreedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPAKiller Niche: Farm + Ag CPA with Catherine Ozment, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPASpecializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, CPA…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

You know the basics of QuickBooks, but are ready to take your skills to the next level? On this episode Hector and Alicia discuss the key steps for going from QuickBooks beginner to pro, including getting certified, hands-on practice, utilizing online resources, and finding a mentor.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - https://uqb.promo/onpay (00:00) - How to become a QuickBooks expert (04:17) - What kind of books or written material can people invest in to become an expert in QuickBooks? (12:27) - QuickBooks Desktop course in 2023 (17:53) - Using a personal QBO file to learn (20:49) - Using classes, Locations, and tags in a personal file (23:51) - ProAdvisor training and certifications (28:39) - Importance of the Advanced Certification (30:21) - Unpaid internships at accounting firms (32:58) - Wrap up and remember to subscribe so you don't miss an episode Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference:www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

 I dedicate this special episode of the Finance Leader Podcast to share my journey of gratitude. Walk with me as I delve into the profound gratitude I have for my inner circle, the joy of serving others through this podcast, and the path of self-improvement I am navigating each day.Happy Thanksgiving!!!Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy:  financeleaderacademy.com. On the website, you can download the Become a Finance Leader Guide. You can use this guide to build your Finance Leadership skills so you can help senior leaders develop and execute the strategy.I also offer a course, Advance Your Finance and Accounting Career: Developing a Promotion Strategy that Sets You Apart.Support the show

Robert Kiyosaki | Acta Non Verba (Acts, Not Words) | "Watch What A Person Does, Not What They Say." - Robert Kiyosaki + Why Is Money Is A Magnifier Whether You Are An Accountant, A Dog Trainer Or A Home Builder + Clay Clark Client Success Stories Watch the Original Full Length November 17th 2023 Interview With Daniela Cambone On the ITM Trading Network HERE: https://www.youtube.com/watch?v=fMCOEQR2r-0 Watch the Original Robert Kiyosaki Interview With Clay Clark HERE: https://www.youtube.com/watch?v=MDhEYGasDJ4 Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/ See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/ See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/

As we approach 2024, the IRS has wasted no time in revealing their latest updates to the retirement plan limits. Renowned expert Steve Levy, CPA and JD, teams up with host Jarrod Bridgeman to analyze these new limits and shed light on their implications for practice owners.

This episode we are following up on the August IRS notification entitled “IRS cautions plan sponsors to be alert to compliance issues associated with ESOPs” Allison Wilkerson is a frequent speaker at ESOP conferences and works at McDermott Will and Emery out of Texas.  She has a very strong background in working through complex IRS and DOL issues related specifically to ESOPs.  She offers some insight into what this notification means as it relates to ESOPs.  The highlights of this episode are going to help folks not be overly concerned with this notification by the IRS, however, Allison does point out areas that you should be aware of in putting together your ESOP and possible IRS exposure issues.

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.Understanding the Vendor-Accountant Relationship and the Future of Events in AccountingIn this episode of the Accounting Influencers Podcast, host Rob Brown conducts an in-depth interview with Seth Feinberg, author of the Feinberg Review. They discuss the evolving relationship between tech vendors and accountants, including the trust issues and the need for vendors to better understand accountants' needs. Seth highlights the role of events for vendors to directly communicate with their target market. The conversation covers how vendors can build more meaningful relationships with accountants, the future of accounting events, and how the profession can evolve with these changes.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioSeth Fineberg is a seasoned accounting industry consultant and Content Strategist with an impressive track record spanning over 30 years. His extensive career has primarily revolved around shaping the evolution of the accounting profession. Seth's notable roles include serving as the Technology Editor at Accounting Today and leading AccountingWEB's US team.In his current venture, Accountants Forward, Seth is dedicated to driving progress within the accounting profession by curating high-quality, practical, and valuable content. He takes on various roles in content creation and execution, including articles, podcasts, webinars, white papers, and live events.For those seeking valuable insights and updates, Seth offers a Free Weekly newsletter on his website. He is also a recognized contributor to prominent publications such as CPA Trendlines, Karbon Magazine, Accounting Today, and The Woodard Report.Seth's expertise lies in two key areas: (1) fostering strong vendor-accounting relationships and (2) orchestrating successful events, marketing strategies, media outreach, and garnering attention in the accounting industry.Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the...

Roger and Annie discuss key steps tax practitioners should take before the new year, including renewing PTINs, reviewing engagement letters, having tax planning conversations with clients, and learning about new beneficial owner reporting rules.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips (00:00) - Welcome to Federal Tax Updates (04:07) - Preparing for next tax season (06:48) - IRS updates (11:02) - ERC updates (22:04) - Withdrawing ERC claims (31:47) - Repaying ERC funds (41:44) - Beneficial ownership reporting (51:35) - Timing of beneficial ownership reporting Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

In a world where the demands of work and personal life often seem like a balancing act, work-life integration offers a fresh perspective. Unlike the traditional idea of work-life balance, which suggests keeping professional and personal lives separate, work-life integration encourages a more fluid and harmonious approach. Imagine your life as a symphony, where the notes of work and personal life come together to create a beautiful melody. Instead of striving for a perfect balance like a scale, work-life integration allows these notes to blend naturally, finding a rhythm that suits your unique circumstances. For many of us, achieving a traditional work-life balance can feel like an uphill battle, especially in professions with tight deadlines and high expectations. This is where work-life integration becomes a game-changer. It empowers individuals to adapt to the ever-changing demands of their careers while still being present for their personal lives. This week on The CPA MOMS Podcast we discuss getting clear on defining work-life integration for yourself, navigating the accounting profession, strategies for successful integration, and building a support system. You can read the full show notes HERE

How do you compensate a business development professional, striking the right balance between base salary and commission? Understanding your goals is the first step.  In this season of Amplify we're diving deep into the role of business developers. And, in this episode, we're turning to Ty Hendrickson, the leader of sales training and business development coaching at Inovautus Consulting, to talk about how you compensate these professionals. Compensating a business development executive is quite nuanced and it's not a one-size-fits-all model. Listen in for insights about what your model might look like as you create a win-win scenario for sustainable growth.  For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/

Hi gorgeous!This episode is BIG MONEY chat! And of course it is for episode 100! Today I bring you an absolute must conversation if you are a woman who is serious about her money and would like to understand what goes on “behind closed doors” when it comes to reducing your taxable income and building “tax free” wealth.I air quote because it is very rare that people are paying quite literally zero — but at the same time you'd be surprised ;) and regardless of zero or not you'll be taken to the floor between the difference in taxes you're paying now vs what you could be while also building your long term wealth - legally.Christy Ervin is my accountant who also makes big money moves herself - she doesn't just talk about them, and I'm just obsessed with her. The amount of money she's saved me as well as the doors she's opened to me for making investments - it's been actually life changing and I mean that in the most serious way.Feeling that you have actual control over your financial future is one of the most liberating gifts you can give yourselfConnect with Christy:If you would like to explore working with Christy please ensure you are grossing $200k/year yourself or with your partner and let her know I referred you to receive a complimentary review of:Your bookkeeping/QuickbooksPast 3 Years In Tax Returns (this alone got me mega $ money back!)Discussion of Tax Planning and a forward look at what you can be doinghttps://www.christysaccounting.com/christysbookkeepingsvcs@gmail.com*A reminder I am not a financial advisor, accountant or “certified” in this regard. I am sharing my personal experience. Any work you choose to do with Christy or otherwise when it comes to how you move/manage your money is fully your responsibility.100th EPISODE GIVEAWAY - THROUGH MONDAY, 11/20!To receive 50% off any offer purchase (excluding Femmepire and private) make sure you leave a written review, screenshot it, post the episode of your choice to stories, tag Jocelyn on Instagram with it, and DM both screenshots or email asssitant@jocelynkellyreid.com with confirmation of where you would like to apply the giveaway code!This offer will close at 8pm ET Monday, 11/20 - hard stop!The Revolution the 6 month high level membership to MASTER at every new level the strategy, sales, content, leadership, feminine receiving, money, power to build you into 6, multi 6, 7 figures, multi 7 and beyond. Our first VIP call kicks off November 30th!https://www.jocelynkellyreid.com/the-revolutionJoin Magnify Manifest Receive on Early Bird! Our first Q&A call kicks off November 20th!>>https://www.jocelynkellyreid.com/magnify-manifest-receiveOVERFLOW is open on PRE SALE now! Live calls start in Jan >>https://jocelynkellyreid.thrivecart.com/overflow/Join the Money Bundle to save $1k on MMR, Overflow, plus all masterclasses now through close of Overflow.https://jocelynkellyreid.thrivecart.com/themoneybundle/Rate and review the show, DM your screenshot to me or email to assistant@jocelynkellyreid.com before you but submit and receive $200 off any offer in the business of higher price point than the credit.Follow Jocelyn:https://www.instagram.com/jocelyn.kelly.reid/Download the free masterclass on How I Quantum Leaped to $50k Months In the First Year of Business!https://quantumleap.lpages.co/quantum-leap/Join my free sisterhood Born To Be a Bosshttps://www.facebook.com/groups/511848006411418

Nobody wants to talk about accounting, but there's a short conversation you need to have as soon as possible before the end of the year to avoid wasting thousands or tens of thousands of dollars on the wrong accountant or worse yet, dramatically overpaying on your taxes.   There are some very common mistakes that Amazon and e-commerce sellers make that wind up costing them ridiculous amounts of money. Odds are, if your account doesn't specialize in the Ecommerce and Amazon selling, you are paying far more than you have to in taxes.   Learn today how to look at your past taxes and find money that you didn't know you were owed.   This is an episode that you don't want to skip just because you're not into the whole “taxes and accounting thing”. A good accountant puts 3X what you pay him back in your pocket.   Get a free consultation with the guy we trust here: https://go.oncehub.com/letsgethumn   Show note LINKS:   Humnbird.com : Free tax consultation https://go.oncehub.com/letsgethumn   https://SilentSalesMachine.com - text the word “free” to 507-800-0090 to get a free copy of Jim's latest book in audio about building multiple income streams online! If you live outside of the US or Canada please email support@silentsalesmachine.com for a copy!   My Silent Team Facebook group https://www.facebook.com/groups/mysilentteam 100% FREE! Join 74,000 + Facebook members from around the world who are using the internet creatively every day to launch and grow multiple income streams through our exciting PROVEN strategies! There's no support community like this one anywhere else in the world!   Come meet your fellow listeners to this podcast, dozens of our coaches and hundreds of business building warriors at our live event in May! It's not too early to plan! TheProvenConference.com/orlando   Today's guest: Jared Hall with Humnbird accounting

Hector and Alicia answer your questions. From tracking expenses to their sources and properly categorizing transactions, utilizing automation, and using cost accounting techniques to calculate profit margins for individual products, customers, and sales channels.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - https://uqb.promo/onpay (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (03:30) - Listener Mail: Revenue Recognition & Uncategorized Expenses (18:45) - Tracking your Customer Deposits (22:48) - QBO Advanced's new Revenue Recognition feature (32:46) - QBO's Chart of Accounts default accounts (36:32) - Uncategorized Assets (38:43) - Using Books Review & Banking Options with Uncategorized Expenses (42:45) - Apps that use Uncategorized Expenses (47:58) - Thanks for listening and remember to subscribe Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference:www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

THIS WEEK'S EPISODEHow long it takes to niche, what that timeline looks like, and what to expect along the way. The more the CPA has a sense of what the range of normal experiences is, the more confidence it creates, and more confidence leads to faster and better decision making, faster and better decision making accelerates progress.   …Related episodes:#269 - Four Niche Sirens for CPAs to Avoid#268 - How to Start Niching When Your Clients are All Over the Map#260 - The Value of Niching#266 - Transformations Without Woo…Hey CPA Firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1300+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

They say just "fake it 'til you make it"... Well, Jane's living proof it works. Jane didn't just fake her way through the world of finance, but pretended to go to a job (which no longer existed) and hid this from her parents for two whole years...   Jane Lu quit her day job as an Accountant to become the founder and CEO of Australian online fashion retailer, Showpo… a company created in her garage which now rakes in an eye-watering $100 million annually.  Labelling herself as ‘The Lazy CEO', Jane is anything but… and the story of how she built her own fashion label shows no matter how many speed bumps and setbacks are in your way, there's always another way around. To hear more about Jane's inspiring career journey, listen now.See omnystudio.com/listener for privacy information.

 In this episode, we're examining the transformative power of intense accountability in the realm of finance and accounting careers. We'll delve into how owning your mindset, setting clear goals, and establishing a chain of accountability can catapult you out of your comfort zone and propel you towards success.We'll explore the fine line between making excuses and owning up to failures, and how the right mindset can encourage us to take more risks, essential for a thriving career. We'll also touch upon the concept of professional conduct and the role of accountability within our professional fields. Whether you are starting out or are a seasoned professional, this episode is brimming with unique insights and fresh perspectives designed to empower you to take charge of your career and your life. Step into the realm of intense accountability and let it shape your journey to success.Episode outline:What is intense accountability,Own your mindset, goal setting, achievements, AND failures,Accountability gets us out of our comfort zone, so we take risk,Our professional conduct requires accountability too, andBecome a more sought-after finance leader. Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy:  financeleaderacademy.com. On the website, you can download the Become a Finance Leader Guide. You can use this guide to build your Finance Leadership skills so you can help senior leaders develop and execute the strategy.I also offer a course, Advance Your Finance and Accounting Career: Developing a Promotion Strategy that Sets You Apart.Support the show

Joining Jarrod on this episode is Jason Smith, the brilliant mind behind Four Quadrants Advisory. Get ready to delve into his innovative investment methods that thrive even in the face of a volatile market. Learn how we strive to protect our clients' assets.

On our education feature we continue with our fortnight session on “Why must you build Your Own Economy” we talk to Obakeng E R Gaitate, an Accountant, Author, Economist, and Corporate Law Consultant. He is the Founder of Gaitate Institute, an organisation that aims to build 1 million millionaires, multi-millionaires, and 1 000 Billionaires by 2030. This week we look at the implications of the mid-term budget that Minster Godongwana presented earlier on this month.See omnystudio.com/listener for privacy information.

In an era where we're perpetually bombarded with demands, distractions, and an ever-expanding to-do list, the concept of "time management" takes on profound significance. It's no longer a mere skill but a life philosophy—an approach that can make the difference between barely keeping up and thriving in the face of constant change. The urgency of time management goes beyond mere productivity. It touches every aspect of our lives, from personal growth and professional success to our overall well-being and the quality of our relationships. It's about more than getting things done; it's about designing a life that aligns with your values, aspirations, and the authentic version of yourself. This week on The CPA MOMS Podcast we discuss the seven time management strategies that will help you take control of your day and an example of these strategies put together in the life of an accountant mom. You can read the full show notes HERE

**DISCLAIMER: We are not here to defame anyone, all names of individuals we discuss have been changed, we're speaking on personal opinions based on personal experiences. All content is being used for Fair Use and Commentary purposes. All things said are alleged.** https://www.instagram.com/exesandtea.podcast/

Meet Jeremy Hill, Co-Founder and CEO of Arcana — a next generation nature resort complete with seasonally immersive science-based experiences that help guests feel nature's true restorative powers. Jeremy was working in banking and had climbed the proverbial and prestigious corporate ladder for years.  But one day, as he was staring out the window of his beautiful corner office, the question “what the heck am I doing with my life?” assaulted his brain! While he couldn't have known it at the time, this moment would be the beginning of a major career pivot…it was this moment that would ultimately lead Jeremy to leave the corporate world behind, jump into entrepreneurship, and set out on a mission to build a supernatural hospitality brand. In this conversation, Jeremy and I discuss: How to build a truly experiential and multi-sensory hospitality brand How Arcana is reimagining food and beverage for its guests in a truly innovative way How much money he raised to get Arcana's first site off the ground And so much more Learn more about Arcana Connect with Jeremy on LinkedIn This episode is brought to you by Minoan! Want to save 30-40% off West Elm purchase for your Airbnb?  Or hundreds off of instagram famous mattresses from Bear or Purple? Then you'll want to create your free account with our partner Minoan. Minoan provides hosts with a one-stop-shop to get hundreds of discounts on the world's leading brands, and a system where you can manage all of the ordering, tracking, returns, etc. in one place. Saving you time and money! Sign up and tell them that Zach from Behind the Stays sent you there way. If you liked this episode, you might also like: 1. He's An Accountant, Artist, and Airbnb Superhost — Meet Isaac French the Creator of Live Oak Lake 2. How to Build a Portfolio of 100 Single-Family Airbnbs and Transform Them into Unique Experiences Have you signed up for Ping yet? Ping makes it easy for guests to be notified when their favorite Airbnbs become available — and it's the secret tool the best Airbnb hosts use to maximize bookings. Sign up today at bnbping.com About the Show Behind the Stays is brought to you twice a week by Sponstayneous — a free, biweekly newsletter that brings subscribers the best last-minute deals and upcoming steals on Airbnb.   You can subscribe, for free, at www.sponstayneous.com.  Behind the Stays is hosted by Zach Busekrus, co-founder of Sponstayneous, you can connect with him on Twitter at @zboozee.

Hector and Alicia dig into all the details and speculation around Intuit's newest cloud accounting product QuickBooks Ledger. Is it an affordable option for write-up clients or an over-hyped limited edition QBO? What does it mean for accountants and their clients?SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - https://uqb.promo/onpay (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast (04:08) - Discussing the Release Date and Timeline of QuickBooks Ledger (07:03) - QuickBooks Ledger Pricing and Target Audience (08:55) - Key Features Included and Not Included in QuickBooks Ledger (29:22) - Converting from QuickBooks Desktop and Downgrading from Simple Start (48:28) - Potential Workarounds for Desktop Conversion and Simple Start Downgrading (50:16) - Updates to QuickBooks Online Bank Feeds (56:56) - The Importance of Fixing the Little Things Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference:www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Looking to hire a new Accountant, Bookkeeper, or Administrator? Try WizeTalent and get exclusive access to the 44-step system we built to help growing accounting and bookkeeping firms find qualified candidates! Book a FREE discovery call here: https://www.wizementoring.com/wizetalent-offer/__________________In this week's episode of The Wize Guys Podcast,  Ed Chan, Jamie Johns, and Brenton Ward explore offshoring team members as one of the growth strategies for your accounting or bookkeeping business.Outsourcing isn't just about cost-effectiveness, it's a strategy that requires thoughtful execution. We walk you through how to manage your offshore teams effectively, looking closely at roles, communication, and traffic flow. Listen to how Ed and Jamie implemented this in their firms through a checklist-driven approach to streamline production processes. Discover how managers and firm owners can effectively manage offshore staff and how to keep them productive even if you don't get to see them every day. Also, we jump into why it would be a great strategy to implement offshore staffing and the type of positions that you can delegate to your offshore staff. When it comes to offshore recruitment, the key is an extraordinary system that will allow you to hire the right people.  Tune in to this episode to learn more!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Alicia and Hector dive into several new features in QBO including easier payroll mapping, balance sheet budgeting, and using the cashflow planner. They also speculate what new features might be announced at QuickBooks Connect 2024.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - https://uqb.promo/onpay (00:00) - The Unofficial QuickBooks Accountants Podcast Episode 11 (05:58) - Payroll item mapping updates (08:11) - Budgets for balance sheets (16:00) - Cashflow planning discussion (30:18) - Back to balance sheet budgets (32:58) - Workflow run history (35:57) - Payroll local tax default frequency Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference:www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

A new paper claims that the pre-human population went through an extremely small and extremely long population bottleneck. Starting about one million years ago, the population was reduced to at most 1,280 "breeding individuals" and this lasted for over 100,000 years. To get there, they examined thousands of human genomes and assumed that all mutations are neutral. What would happen if we applied real-world mutation affects to the data? You know it. We would have gone extinct. The mutation burden would have driven us to extinction. Instead, what they really discovered was the we came from a very small founding population with only a little diversity. This fits perfectly within the Adam and Eve model of human ancestry. Links and notes: Hu et al. 2023 Genomic inference of a severe human bottleneck during the Early to Middle Pleistocene transition, Science 381:979–984. Buggs R, Science moves closer to Adam and Eve?, richardbuggs.com, 1 Sep 2023. Evolutionary bottlenecks are disastrous, Biblical Genetics, 2 Jun 2020. Biblical bottlenecks are not bad, Biblical Genetics, 27 May 2020. Sanford J, Critic ignores reality of Genetic Entropy, Creation.com, 7 Mar 2013. Carter R, A successful decade for Mendel's Accountant, J Creation 33(2):51–56, 2019. Carter R, The Neutral Model of evolution and recent African origins, J Creation 23(1):70–77, 2009.

Are you ready to end the year on a high note and kick off the next one with renewed vigor and clarity? Join me in this bonus episode of The Finance Leader Podcast as we delve into key activities to focus on as the year draws to a close: from prepping for year-end close and getting the 2024 budget approved, to planning for your Continuing Professional Education (CPE) and setting goals for the upcoming year. But it's not all work, work, work. A crucial part of maintaining a healthy work-life balance is taking time off for self-care and relaxation. We'll be discussing the importance of scheduling some well-deserved downtime and how it can positively impact your productivity and overall wellbeing. Whether you're a finance professional seeking guidance on end-of-year activities or just someone seeking to improve their leadership skills, this episode offers something for everyone. So tune in and let's make the most of what we've got left of the year together! Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy:  financeleaderacademy.com. On the website, you can download the Become a Finance Leader Guide. You can use this guide to build your Finance Leadership skills so you can help senior leaders develop and execute the strategy.I also offer a course, Advance Your Finance and Accounting Career: Developing a Promotion Strategy that Sets You Apart.Support the show

Who's the last person you'd suspect of committing fraud? Your grandmother? A good friend? Someone who always seems to be thinking about how they can help others? In this episode, Caleb and Greg discuss a case where someone checks all of those boxes.HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of 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.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.CONNECT WITH THE HOSTSGreg Kyte, CPATwitter: https://twitter.com/gregkyteLinkedIn: https://www.linkedin.com/in/gregkyte/Caleb NewquistTwitter: https://twitter.com/cnewquistLinkedIn: https://www.linkedin.com/in/calebnewquist/Email us at ohmyfraud@earmarkcpe.com Sources: Viles ‘in a league of her own' after guilty verdict in $500K theft from town, prosecutor says — Kennebec JournalClaudia Viles, Even After Tax Theft Conviction, Commands Community Favor — Kennebec Journal Morning Sentinel  Property owned by Anson town clerk convicted of embezzlement to be auctioned — Mainebiz.biz Former Anson tax collector to serve five years on theft charges — Portland Press Herald Circumstances that made it easy for Viles to steal not unique to Anson — CentralMaine.comDifference between Tax Collector & Assessor — Orange County Treasurer's OfficeAbout The Florida Tax Collector — Sarasota County Tax CollectorMunicipal Tax Collectors — Connecticut's Official State WebsiteTitle 36, §1487: Collection of tax — Maine.gov Anson, Maine — WikipediaClaudia Viles, who will serve five years for embezzlement, vows to clear her name — CentralMaine.comMedian Household Income in Maine — St. Louis Fed

De komende jaren is het kleur bekennen waar het AI betreft. Wat betekent de EU Artificial Intelligence Act straks voor de accountant? Wat is een betrouwbaar AI-systeem? Wat is de rol van ‘algorithm audit'? Welke rol spelen AI-systemen straks als onderdeel van het controleren van een jaarrekening of van ESG-informatie? Hoe verhoudt AI zich tot cultuur en ethiek? Wat zijn de bedrijfsrisico's van AI, en wat zijn de risico's voor de bedrijfsvoering? Hoe gaat de accountant om met een kennisachterstand in AI? In deze aflevering van Vitamine A proberen we een laag dieper te gaan in de AI-trend.Info over en aanmelden voor Accountantsdag 2023.Online pdf van het proefschrift van Mona de Boer: Trustworthy AI and accountability: yes, but how?

Four niche sirens whose messages you want to be on the lookout for, so you can be sure to steer clear and save yourself time, headache, and “nerve-wracking” on your niche journey. Those 4 sirens are: Fancy Money Right  Waste Time When you ignore these messages, you'll work with clients you genuinely enjoy, and you get to be more authentic, the money comes more easily because you create value for clients you like, you stop fixating on the niche itself being right and start fixating on the solutions to their money, time, stress and clarity problems, and you know that there could be no better use of time than fixating on the solutions your clients need. …Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1400+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

In this episode we explore another very important section of the ESOP site visit presentation - “The Customer Overview.”  Along the Journey to an ESOP, sell-side advisor with the the company's team are presenting the company to the trustee and valuation firm.

Listen in to our study on Philippians. In this episode we are looking at Philippians 3:1-11

Dave sits down with Delaney Wallace to discuss his powerlifting journey and winning back to back Gold for the USA. They also talk about some financial strategies, mindset hacks, expose vulnerabilities and so much more to inspire you to take action in your own life.

As accountant moms, we understand that the balancing act of managing a demanding accounting career alongside the joys and responsibilities of motherhood is nothing short of a superhero feat. But even with our busy schedules, sometimes we just feel the pull to start a side hustle – something that will add an extra layer of fulfillment, financial security, or even career flexibility to our already dynamic lives. It's that entrepreneurial spirit within us, eager to explore new opportunities while maintaining the crucial work-life balance that keeps our families thriving. This week on The CPA MOMS Podcast we discuss why a side hustle might matter to you, identifying your passions and skills, and time management and prioritization. You can read the full show notes HERE

Twenty years ago no one openly discussed therapy. Nowadays therapy is a topic no one seems to have an issue talking about in public space. Given the huge rise of therapy and the increase in acceptedness, that doesn't mean that all therapists are bringing value to their patients. Why is no one else having this conversation? Your hosts:Justin DiGiulio: NY/NJ Real Estate Broker, Founder/Former Owner of DiGiulio Group Real Estate CoHost, James Boswell, Accountant, Philosopher, Bartender & Professional Referee (James.Boswell.204@gmail.com) tw: @GetOffMyLawn204 Get 2 free stocks on me: https://act.webull.com/e/icKU7YcnnRID/x0w/ $20 off your first box at Bespoke Post: https://bespokepost.com/r/7834fe0b Products I recommend: https://www.amazon.com/shop/justindigiulio And let me put $5 in your pocket: https://www.acorns.com/invite/AT63GR My favorite credit card is this: http://refer.amex.us/JUSTIDo8te?xl=cp01 Justin@DiGiulioGroup.com Text: 212-239-1839 --- Support this podcast: https://podcasters.spotify.com/pod/show/justin-digiulio/support

You've spent so much time acquiring the skills to get through everyday life. What happens when you don't need those skills anymore? My guess is that they just slip out of your mind and you don't even notice. Here's our reminder of all the skills you no longer need. Your hosts:Justin DiGiulio: NY/NJ Real Estate Broker, Founder/Former Owner of DiGiulio Group Real Estate CoHost, James Boswell, Accountant, Philosopher, Bartender & Professional Referee (James.Boswell.204@gmail.com) tw: @GetOffMyLawn204 Get 2 free stocks on me: https://act.webull.com/e/icKU7YcnnRID/x0w/ $20 off your first box at Bespoke Post: https://bespokepost.com/r/7834fe0b Products I recommend: https://www.amazon.com/shop/justindigiulio And let me put $5 in your pocket: https://www.acorns.com/invite/AT63GR My favorite credit card is this: http://refer.amex.us/JUSTIDo8te?xl=cp01 Justin@DiGiulioGroup.com Text: 212-239-1839 --- Support this podcast: https://podcasters.spotify.com/pod/show/justin-digiulio/support

Taxes hold significant importance, and if you seek the best approach to manage them, this episode is for you! Explore the advantages and drawbacks of online tax software versus hiring a CPA, and discover the optimal timing for employing them to enhance your personal or business finances.   WHAT YOU'LL LEARN FROM THIS EPISODE  Advantages and disadvantages of TurboTax vs. CPA How to vet a good accountant for your business Why it's crucial to know when to use software and a CPA When to use TurboTax and a certified public accountant   RESOURCE/LINK MENTIONED  TurboTax   CONNECT WITH US  Email: shawn@greenbriarcg.com    Instagram: Shawn Winslow  YouTube: Shawn Winslow LinkedIn: Shawn Winslow Facebook: Shawn Winslow

We were thrilled to have Andrea MacDonald, the founder and CEO of Pro Tax & Accounting LLC, on this episode of Accountant's Flight Plan Podcast. In addition to her wealth of expertise in managing micro businesses, Andrea shares her insights on the strategic process of acquiring an accounting firm. 

Hector and Alicia dive into the details of Intuit's new QuickBooks Bill Pay feature, including the different subscription tiers, how it integrates with 1099 filing, and what it means for your accounting workflows.SponsorsLiveFlow - https://uqb.promo/liveflow Keeper - https://uqb.promo/keeper OnPay - https://uqb.promo/onpay (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast (02:04) - QuickBooks Bill Pay Launch (03:04) - Bill.com, Melio, QB Bill Pay Differences (04:49) - QB Bill Pay Pricing & Features (09:32) - QB Bill Pay & 1099s (15:38) - 1099 Filing Requirements (20:00) - Getting 1099s Without Bill Pay (27:06) - Improvements to QB 1099 System (31:18) - 1099 Charges for Accountants Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference:www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

How to get started niching when you're all over the map, so that you can break out of the cycle of being all-things-to-all people, working weekends, and doing work you can't stand. Related episodes:#260 - The Value of Niching#266 - Transformations Without Woo…Hey CPA Firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1300+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

Imagine supercharging your team's performance and productivity, while simultaneously improving their daily work experience. This episode promises to hand you the keys to that transformation. In the episode, I will discuss five key actions that revolve around enhancing your communication skills, scheduling routine 1:1 meetings, eliminating roadblocks, developing Individual Development Plans, and sculpting unique pathways for success. Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy:  financeleaderacademy.com. On the website, you can download the Become a Finance Leader Guide. You can use this guide to build your Finance Leadership skills so you can help senior leaders develop and execute the strategy.I also offer a course, Advance Your Finance and Accounting Career: Developing a Promotion Strategy that Sets You Apart.Support the show

In today's fast-paced world, as working moms we're often chasing a dream: the dream of "having it all." That dream is a bit like trying to balance on a tightrope. It's about excelling in your career, nurturing your family and personal life, following your passions, and taking care of yourself, all at once. Sounds wonderful, right? But it can also seem incredibly elusive. So, here's the big question: Is it even possible, or is it just a beautiful idea that's impossible to make real? This week on The CPA MOMS Podcast we discuss the myth of “having it all,” the hidden costs of “having it all,” and how to craft a balanced reality. You can read the full show notes HERE

Hector and Alicia dive into two new features for QuickBooks Online - the expand/collapse capability in Custom Report Builder and the new chart of accounts templates. They walk through how these features work and provide feedback on how they could be improved.SponsorsLiveFlow - https://uqb.promo/liveflow Keeper - https://uqb.promo/keeper OnPay - https://uqb.promo/onpay (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast (03:07) - Custom report builder (06:12) - Hector and Alicia walk through the new chart of accounts templates (14:37) - Applying the template (22:18) - Hector and Alicia tried it out (25:40) - Other actions you can take after creating the COA (26:35) - Please submit feedback to Intuit (27:54) - What's going on with Hector and Alicia and remember to subscribe so you don't miss an episode! Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com QuickBooks Connect Conference:www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software. 

Certified Public Accountants are some of the most hard working, trustworthy advisors in our society. But you don't listen to Oh My Fraud to hear about them. In this episode, Caleb and Greg discuss a CPA who used his position as a trusted advisor to swindle millions. HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of 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.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.CONNECT WITH THE HOSTSGreg Kyte, CPATwitter: https://twitter.com/gregkyteLinkedIn: https://www.linkedin.com/in/gregkyte/Caleb NewquistTwitter: https://twitter.com/cnewquistLinkedIn: https://www.linkedin.com/in/calebnewquist/Email us at ohmyfraud@earmarkcpe.comSources: IN THE MATTER OF: DOUGLAS A. RICHARDSON, CPA, LLC; and DOUGLAS A. RICHARDSON | ORDER TO CEASE AND DESIST AND ORDER TO SHOW CAUSE WHY RESTITUTION, CIVIL PENALTIES, AND COSTS SHOULD NOT BE IMPOSED [Missouri Secretary of State]  Jury Convicts Lebanon CPA of $7 Million Wire Fraud, Money Laundering Scheme [DOJ] Former Lebanon, Mo. CPA sentenced to prison for Ponzi scheme [KY3] United States v. Douglas Richardson, No. 21-2370 (8th Cir. 2022) [Justia] Pre-Employment Inquiries and Financial Information — US Equal Employment Opportunity Commission Indictment 

Hey CPA Firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500  

What's it like to pay off $50,000 in debt, ditch your 9-to-5, travel the world, create educational content, and build community in the process? Teresa Au speaks to Financial Hype Woman and content creator Berna Anat about how she did all that and how she's planning for tomorrow. Berna also shares how our emotional relationship with money impacts our decisions, her strategies for budgeting, saving and retirement, and what to do when the creator life doesn't love you back.What you'll hear in this episode:Learn why Berna told the world she was $50,000 in debtShame about debtWhy Berna decided in 6th grade not to be self-consciousBerna's background as a child of immigrantsWhy DMs are like a secretThe age at which our emotional relationship to money is formedWays in which we indirectly understand our family's financesThe paradox of the Frugal-Flex mentalityWhy Berna wanted to write a fun book about moneyHow your emotional relationship to money shapes your behavior todayFinancial basics vs social media buzzBerna's leap to becoming a solopreneur, via Zanzibar How Berna found her sweet spot as a content creatorFinances as a means of activism and empowermentBudgeting on an unpredictable income Retirement planning  for creatorsWho's on your money squad?Getting the most out of working with an accountantWhat an agent can do for youA fun trick to help you negotiate better dealsThe traditional dead season for brand partnershipsFinancial worry and the creator lifeRecent changes in the creator economyMeasuring your impact rather than your incomeWhy it's so important to celebrate your money winsBerna's One Word for 2023Berna Anat is an author, producer, Rich Auntie in Training, and award-winning Financial Hype Woman, which is her made-up way of saying she creates financial education media that lives at @HeyBerna all over the Internet. After slaying her $50,000 debt, she saved up to quit her 9-to-5 and has been traveling the world trying to make money fun again ever since. Berna's 2023 debut book MONEY OUT LOUD: All the Financial Stuff No One Taught Us, is a Bookshop.org Bestseller and has received starred reviews from Kirkus and Booklist.Teresa Au (@tautastic) is an executive for community engagement and driving customer empathy at Adobe. Her career spans diverse creative fields, primarily in New York's fashion industry, as well as architecture firms, and now Silicon Valley tech companies. She has always prized working with distinctive design and the interesting people behind it–from designer Elie Tahari to start-up CEOs. Learn more about this podcast, and find transcripts and links, at adobe.ly/inthemaking. In the Making is brought you by Adobe Express and Adobe Creative Cloud. Past episodes of Wireframe can still be found in the show archive within this feed, or online on Behance. Design flyers, TikToks, resumes, and Reels with the new, all-in-one Adobe Express. Create video, marketing, and social content. Edit photos and PDFs. Make it all in one app, including generative AI tools from Adobe Firefly and easy, one-click tasks like removing backgrounds.Adobe Creative Cloud provides apps, web services, and resources for all your creative projects — photography, graphic design, video editing, UX design, drawing and painting, social media, and more. Learn more about the apps in Creative Cloud

Expert guest Jeff Darley joins Roger and Annie to discuss how to choose the right business entity for small business owners. They cover LLCs vs S-Corps, reasonable salary, payroll taxes, and more.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips (00:00) - Federal Tax Updates Episode 18 (02:17) - Background on Jeff Darley (15:03) - Payroll Taxes and Social Security (19:59) - S Corp vs C Corp (25:40) - Dealing with IRS on Reasonable Salary Audits (32:34) - Process of Electing S Corp Status (39:43) - Estimated Tax Payments (43:37) - Selling a Business - S Corp vs C Corp Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabConnect with Jeff Darley Website : https://littleton.padgettadvisors.com/our-team.php LinkedIn : https://www.linkedin.com/in/jeff-darley-77839b2ReviewLeave 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.

Episode 171: Neal and Toby discuss why home sales haven't been this low in a long time. Plus, LinkedIn is cutting more jobs in the latest wave of tech layoffs and why no one wants to be an accountant these days! Toby wants you to get ready with him and how robots might be making your next sweetgreen bowl. And finally which sports are coming to the Olympics next summer. Listen to Our Future Podcast Here: https://link.chtbl.com/ourfuturepodcast Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices