Podcasts about Accountant

Today's Headlines: Twelve days in, the Iran war has cost $11 billion and nearly 2,000 lives. The most damning number: 175 people — mostly children — killed when a U.S. Tomahawk missile hit an Iranian elementary school because the Defense Intelligence Agency used outdated targeting data. Trump is still blaming Iran. He spent yesterday in Kentucky rallying against Thomas Massie and bragging the war was over "in the first hour." US intelligence disagrees: Iran's government is intact and now led by a younger, more radical Supreme Leader. Trump and Netanyahu are also diverging — Trump wants a victory banner, Israel wants regime change. Hezbollah is firing rockets into Israel; Israeli strikes have displaced over 700,000 people in Lebanon. Iran has escalated in the Strait of Hormuz, hitting three commercial ships and threatening every regional port. The US and IEA announced one of the largest emergency oil reserve releases in history after the Trump administration reversed course in two hours. February inflation already showed fuel oil up 11.1% before any of this started.  The FBI is warning California law enforcement about potential Iranian drone strikes launched from ships off the coast, and thousands of Stryker employees — the company makes robotic surgery systems — arrived to find their devices locked with an Iran-linked hacking group's logo on their screens. A government watchdog found Hegseth's Pentagon burned $93 billion in September 2025 alone. The last five days of that month's spending exceeded Canada and Mexico's combined military budgets. Trump is threatening to veto all legislation until the SAVE Act — which would significantly restrict voting access — clears the Senate, while DHS investigates Arizona's 2020 election results and targets swing states ahead of the midterms. Epstein's accountant testified before House Oversight in a closed session; one detail leaked: a Trump accuser reportedly received a settlement from the Epstein estate. And a 12-foot gold statue appeared on the National Mall depicting Trump and Epstein in the Titanic bow pose — Epstein as Rose — with plaques noting their friendship was "built on luxurious travel, raucous parties, and secret nude sketches." Resources/Articles mentioned in this episode: NYT: ⁠First Week of Iran War Cost More Than $11 Billion, Pentagon Tells Congress⁠ NYT: ⁠U.S. at Fault in Strike on School in Iran, Preliminary Inquiry Says⁠ ABC News: ⁠Iran live updates: US senators told Iran war cost $11.3B in first 6 days⁠  NBC News: ⁠Live updates: Trump goes after Rep. Thomas Massie in Kentucky congressman's district⁠ ABC News: ⁠Iran live updates: US senators told Iran war cost $11.3B in first 6 days⁠ Reuters: ⁠Exclusive: US intelligence says Iran government is not at risk of collapse, say sources⁠ WSJ: ⁠Trump Says the Iran War Is Nearly Won but Israel Has Other Ideas⁠ ABC News: ⁠Iran live updates: US senators told Iran war cost $11.3B in first 6 days⁠ Axios: ⁠IEA announces historic oil reserve release amid Iran war⁠ WSJ: ⁠President Trump's Head-Spinning Pivot on an Emergency Oil Release⁠ Politico: ⁠Energy, food prices surged in February — before Iran fighting started⁠ ABC News: ⁠FBI warns Iran aspired to attack California with drones in retaliation for war: Alert⁠ WSJ: ⁠Iran Expands War With Major Cyberattack Against U.S. Company⁠ The New Republic: ⁠Pete Hegseth Blew Billions on Fruit Basket Stands, Chairs, and Crab⁠ NYT: ⁠Thune Is in a Vise as Trump and Far Right Demand Fight on Voter Bill⁠ ABC News: ⁠Trump administration opens investigation into Arizona's 2020 election results⁠ NYT: ⁠Trump Wants to ‘Take Over' Elections. These States Are Prime Targets⁠ Mediate: ⁠BOMBSHELL: Trump Accuser Got Payoff from Jeffrey Epstein Estate, Says Dem Lawmaker⁠ The Guardian: ⁠New satirical statue depicts Trump and Epstein as doomed lovers from Titanic⁠ Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeff's accountant

Today's guest is one of the fastest-rising voices in modern country — a songwriter whose honesty, wit, and emotional precision have turned deeply personal stories into songs heard everywhere. She just became the 10th woman of the century to top the Billboard 200.Before the sold-out shows and chart-topping records, she was a college student playing small gigs with her dad and brother, trying to figure out where music might fit into her life.One honest song at a time, she began building a catalog that feels both timeless and unmistakably her own.Now, with a growing fanbase and a string of hits helping shape the sound of modern country, she's writing the next chapter of her career in real time.And The Writer Is… Megan Moroney!In this episode of And The Writer Is… Megan opens up about:• The unexpected moment that pushed her toward learning guitar• Growing up around music and playing early shows with her family• The traumatic accident that jumpstarted her music career• Finding her voice in the Nashville songwriting community• Why honesty and humor are essential to her writing• How she stood out in early co-writes• And much more…Hit subscribe and turn on notifications.Every week, we go deep with the most interesting creatives in music.Follow us on socials: @andthewriterisA special thank you to our sponsors…Our lead sponsor, NMPA — the National Music Publishing Association. Your support means the world to us.And @splice — the best sample library on the market. Period.Chapters0:00 Intro5:00 Moving to Nashville: The First Steps6:00 Working in the Music Industry Before Releasing Music7:00 The Advice That Started Her Career10:00 Growing Up Around Music in Georgia13:50 “I Went to School to Be an Accountant”16:30 Musical Theatre and Feeling Out of Place18:56 The Accident That Started Everything24:01 The Sorority Event That Led to Georgia Theatre32:25 Learning the Business of Music in School33:00 The Internship That Changed Everything35:00 Creating the Tennessee Orange Cover Art on Her Phone38:45 Writing Every Day and Building a Network in Nashville40:20 NMPA — Our Lead Sponsor This Season41:00 Splice41:45 The Story of Tennessee Orange45:50 How Influencing Helped Pay the Bills47:10 Megan's Writing Process52:15 Exploring the Studio54:10 Working With Ed Sheeran58:42 A Full-Circle Moment With Kacey Musgraves1:09:00 The Story of “Beautiful Things”1:15:55 Rapid Fire1:21:26 Megan Gives the Podcast FlowersHosted by Ross GolanProduced by Joe London & Jad SaadEdited by Jad SaadPost-Production VFX by Pratik KarkiWatercolor Art by Michael White Hosted on Acast. See acast.com/privacy for more information.

Join Aaron and Johann, experienced accountants and entrepreneurs, weekly on Ask the Accountant, where they discuss various topics revolving around the accounting industry, sharing their knowledge, opinions, news and updates.Every Monday from 8:30 am.Want to find out more:https://linktr.ee/asktheaccountant#Accounting #Podcast #Bookkeeping

Have you ever found yourself thinking that you are not doing enough?  In today's podcast episode, I'm talking about how you can find out if you are doing enough and why you are always feeling like you are behind.  You'll learn how to know if you are doing enough as well as how you can start getting more done each day.  You'll also learn how you can feel good about the work you are doing and trust yourself that you'll get things done and feel confident in your decisions.  I hear so often from the clients I work with how they don't feel like they get enough done in their professional lives and how that impacts how they feel about how much is enough in their personal lives as well.  So much of our lives cross over from our professional and personal lives that it's no wonder if you are feeling this way in one area of your life, you'll probably see it in other areas as well.  Are you ready to start feeling like you are doing enough?  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Manpreet Kaur built a 6 property portfolio worth $5M in just 4 years, here's how she did it! ❤️ Now with a Loan To Value ratio of just 56%, I'm proud to call her a client of the Property Investment Accelerator.

In this episode of the Foundations of Transition Series, Jason and Makenzie focus on the theme of Strategic Direction, asking the critical question: What direction are we moving in, and how are we getting there? Each workshop-style conversation in this series is designed to help business owners think more intentionally about the future of their company and the role they play in shaping it. This episode challenges owners to step back and “look up” from the day-to-day demands of running a business to look ahead. Jason and Makenzie discuss why better questions lead to better strategy, and how defining what you hope to gain from the future of the company can lead to a plan that is both realistic and effective. Through practical insights, they explore how thoughtful strategic direction creates clarity, momentum, and a path forward for both the owner and the organization.

In this follow-up to “How AI Empowers Organisations to Operate Smarter and Decide Faster,” our webinar hosts come together to answer your questions. Building on the live session, they dive deeper into the topics that matter most, sharing practical insights, real-world experiences, and honest advice to help organisations use AI with clarity and confidence.Join Aaron and Johann, experienced accountants and entrepreneurs weekly on Ask the Accountant, where they discuss various topics revolving around the accounting industry and give business advice and updates.Every Monday from 8:30 am.Don't forget to check out all our other content such as our 'Cool Friends', 'Pitstop Podcasts' and more!https://linktr.ee/asktheaccountant#Accountant #Podcast #Bookkeeper

Alicia and Dan spin the Wheel of Rants and land on a topic that hits close to home: constant software changes. From QuickBooks' modern reports rollout to Microsoft quietly burying features inside Copilot, they unpack why unexpected changes feel so disorienting, even when the updates are improvements. The conversation broadens into AI's growing impact on the entire software industry and what it means for accountants trying to stay on top of tools that won't stop moving.SponsorsUNC - https://uqb.promo/unc(00:00) - Wheel of Rants Setup (01:24) - Topic Software Changes (02:14) - Why Change Frustrates Pros (04:15) - Staying Current With Updates (06:16) - AI Shifting Software UI (11:42) - Industry Wake Up Call (16:06) - Stability Versus Innovation (20:04) - Modern Reports Reliability (24:24) - Apple Liquid Glass Woes (26:39) - Adapting To New Ecosystems (29:04) - Wrap Up And Takeaways (29:32) - What Dan And Alicia Are Doing (31:05) - Final Thanks And Sign Off LINKSAlicia's current classes: Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907  Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907  10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907  QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907 Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe 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 

You won't believe what happened to Jamie's gym yesterday! BJ, Carson and Tony, the Accountant all tried the Big Arch burger at McDonald's yesterday, listen to what they thought of it! Our former intern Steve had some bowling balls stolen off his porch but he's got an update for us and recovered some yesterday!

As a business owner, it is important to stay ahead of the curve when it comes to tax preparation. You want to make sure that you are ready for any unexpected decrease in expenses or increases in income so that you don't have any surprises when it comes time to pay your taxes. The rules and regulations change every year, and if you are not prepared, you could end up paying more taxes than necessary. In today's podcast episode, I'm discussing a few tips for getting ready for your tax preparation. Another thing to consider is whether or not you have been taking advantage of all available deductions and credits regardless of 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 accountant, a virtual assistant or VA, or other professional. There are many deductions and credits available to business owners, and they can vary. Listen in so that you can follow these tips to ensure that your business is in compliance with the latest tax laws and that you are taking advantage of all the deductions available to you. It doesn't matter if you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google document, this episode will be helpful for you...    Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Brooke Karrington, Forensic Accountant, continues her testimony in the Kouri Richins Trial. Complete coverage of the State of Utah v. Kouri Richins. She's accused of murdering her husband Eric Richins by poisoning him with fentanyl in their Kamas, Utah home in March 2022. The prosecution alleges Kouri researched untraceable poisons, secretly increased Eric's life insurance to $1.9 million, and laced a Moscow Mule she made for her husband on the night he died.Kouri Richins has pleaded not guilty. Her defense argues Eric's death was an accidental overdose and that he had a hidden history of drug use.This channel is dedicated exclusively to the Kouri Richins case—every witness, every exhibit, every argument through verdict.Join Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/channel/UC8-vxmbhTxxG10sO1izODJg?sub_confirmation=1Instagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/TrueCrimePodThis publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.#KouriRichins #EricRichins #KouriRichinsTrial #UtahMurderTrial #KamasUtah #FentanylMurder #TrueCrimeTrial #JusticeForEric #FullTrialCoverage #CourtRoom

The IRS says the woman's accountant filled her tax returns out in a way that was illegal and he went to prison years ago - now the IRS says they want the amount that should have been paid along with fees and penalties. The Supreme Court has been asked to hear the case. https://www.lehtoslaw.com

Daniel and Luis Cortez Jr. unpack the weird realization of “the last time you ever did something,” from friendships and high school memories to sports, cold weather, and phases of life you don't realize are ending until they're gone.Then things take a sharp (and hilarious) turn:Do dogs know how long you're gone — and what would they sound like if they could talk?Is Theo a banker? An accountant? A white guy from Idaho?Rich Davis goes full heated rant mode — is it passion, supplements, or something else?The “nice guys finish last” sauna story sparks a brutally honest debateWhy generic products don't always feel the same as name brandsWhy some people overshare with strangers… and why others absolutely never wouldDeep thoughts, wild tangents, nostalgia, awkward gym interactions, and classic After Show chaos — this one has it all.

Brooke Karrington, Forensic Accountant, takes the stand in the Kouri Richins Trial. Complete coverage of the State of Utah v. Kouri Richins. She's accused of murdering her husband Eric Richins by poisoning him with fentanyl in their Kamas, Utah home in March 2022. The prosecution alleges Kouri researched untraceable poisons, secretly increased Eric's life insurance to $1.9 million, and laced a Moscow Mule she made for her husband on the night he died.Kouri Richins has pleaded not guilty. Her defense argues Eric's death was an accidental overdose and that he had a hidden history of drug use.This channel is dedicated exclusively to the Kouri Richins case—every witness, every exhibit, every argument through verdict.Join Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/channel/UC8-vxmbhTxxG10sO1izODJg?sub_confirmation=1Instagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/TrueCrimePodThis publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.#KouriRichins #EricRichins #KouriRichinsTrial #UtahMurderTrial #KamasUtah #FentanylMurder #TrueCrimeTrial #JusticeForEric #FullTrialCoverage #CourtRoom

Brooke Karrington, Forensic Accountant, continues her testimony in the Kouri Richins Trial. Complete coverage of the State of Utah v. Kouri Richins. She's accused of murdering her husband Eric Richins by poisoning him with fentanyl in their Kamas, Utah home in March 2022. The prosecution alleges Kouri researched untraceable poisons, secretly increased Eric's life insurance to $1.9 million, and laced a Moscow Mule she made for her husband on the night he died.Kouri Richins has pleaded not guilty. Her defense argues Eric's death was an accidental overdose and that he had a hidden history of drug use.This channel is dedicated exclusively to the Kouri Richins case—every witness, every exhibit, every argument through verdict.Join Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/channel/UC8-vxmbhTxxG10sO1izODJg?sub_confirmation=1Instagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/TrueCrimePodThis publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.#KouriRichins #EricRichins #KouriRichinsTrial #UtahMurderTrial #KamasUtah #FentanylMurder #TrueCrimeTrial #JusticeForEric #FullTrialCoverage #CourtRoom

Roger and Annie check in mid-tax-season with a candid look at what's actually landing on desks — from W-2s showing overtime pay coded a half-dozen different ways to clients convinced their entire salary qualifies for the new deduction. They also break down the meal and entertainment changes taking effect in 2026, including why your office coffee pot is now a tax problem.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Mardi Gras Catch Up (01:53) - Tax Season Pulse Check (05:17) - New Tips and Overtime Law (07:07) - Tracking and Payroll Prep (10:58) - New Fees and Tip Confusion (12:46) - W2 Example Box 14 Codes (16:25) - Should We Ask About Overtime (20:36) - OT Premium Smell Test (24:39) - Weird W2 Overtime Codes (27:04) - Pay Stub Premium Math (29:25) - Pay Stub Math Costs (29:55) - Overtime Premium Basics (32:13) - W2 Box 14 Overtime (33:27) - When Details Are Missing (35:35) - Double Overtime Limits (36:18) - Salary vs Overtime Claims (38:36) - Due Diligence and Fees (41:01) - Meals Rules Change 2026 (45:01) - Zero Deduction Office Meals (45:37) - Coffee and Snacks Debate (48:59) - Client Education and COA (51:48) - IRS Paper Checks Ending (55:49) - Wrap Up and Next Steps Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect 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 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.

Do you find yourself in situations where you have to make a decision, and you are worried you'll make the wrong decision, or once you make a decision, do you spend way too much time second-guessing yourself?  Thinking that maybe you should have decided something different?  Making decisions is such a big part of our lives.  We make decisions every day.  Some may be small and seem easy to do, but think for just a minute how many decisions you are making each day.  There's the decision about what time to get up, what you will wear, what to eat for breakfast, what you will do with your day, how much work you want to accomplish, and when you'll go to bed.  These decisions may seem redundant, but they are still decisions.  I find that most of my clients run into problems when they think they have to make a big decision.  So often, they will put their decision off or avoid it so they don't have to make the decision or worry about making the wrong decision.  Have you found yourself in this situation, if so, let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

What happens when someone trained to analyse spreadsheets decides to follow their creative passion? In this episode of The Evolve to Succeed Podcast, Warren Munson sits down with Joe Hayes, founder of Kindful Creative, to explore his journey from trainee accountant to running a growing video production agency built on the values of kindness, relationships, and human connection. Joe shares how his early career in accountancy gave him a powerful understanding of business fundamentals, but ultimately left him feeling stuck in a routine that lacked passion. What started as a hobby with a camera quickly turned into something much bigger, eventually leading Joe to take the leap and launch his own creative agency. Throughout the conversation, Joe opens up about the realities of starting a business, the importance of understanding your numbers, and why relationships and reputation often matter more than aggressive sales strategies. You'll also hear about the challenges of growth, staying focused as a founder, and how building a business around personal values can shape company culture and client relationships. If you're thinking about starting a business, changing careers, or building something that aligns with your passions, this episode is packed with honest insights and practical lessons. If you enjoyed this episode, be sure to subscribe, leave a review, and share it with someone who might find it valuable. What The Episode Covers Joe Hayes' journey from trainee accountant to creative entrepreneur The inspiration behind launching Kindful Creative Why relationships are at the heart of Joe's business philosophy The risks and mindset shifts involved in leaving a stable career Why understanding financials is crucial for founders Lessons learned from early business decisions and partnerships The importance of building a strong team culture How podcasting and content help businesses build authority Balancing entrepreneurship with family life Joe's personal definition of success Chapters 00:00 – Why did you become an accountant? 04:30 – What inspired the name Kindful? 08:00 – How do you build a values-driven team? 11:00 – When did creativity become a passion? 15:00 – What gave you the confidence to start a business? 21:00 – Why do founders need financial literacy? 27:30 – What does Kindful Creative actually do? 32:00 – How has leadership changed for you? 35:00 – Why should businesses create content and podcasts? 40:00 – Lifestyle business or growth company? 44:00 – What advice would you give your younger self? 47:30 – What does success mean to you?

Is your website actually bringing you clients — or just taking up space? In this episode, we unpack the 10 essential elements of a high-performing website. You'll learn how to define your ideal client, craft a powerful headline, position your authority, and use FAQs, social proof, and strong calls to action to increase conversions. We also explore lead magnets, video, SEO, tracking, and how to use AI to create smarter, faster website copy. No fluff. Just practical steps you can implement immediately. If you want a website that works as hard as you do, this episode is for you. The latest episode of the Value Pricing Podcast is now available: The Accountant's Guide to a Website That Sells In today's episode you will learn: How to define and attract your ideal clientCraft headlines that instantly grab attentionPosition yourself as the trusted expertUse FAQs and SEO to boost visibilityAdd lead magnets and CTAs that convertTrack performance and optimise with AI Don't miss out on the simple, practical changes that could turn your website into your most powerful client-winning tool. Listen now! 

In this episode, Jason and Makenzie sit down with Steve Thornton and Eric Harris of Monte Sano Research Corporation (MSRC) to discuss the company's evolution to employee ownership. They reflect on their company's journey to an ESOP and how succession was intentionally embodied well before the formal transition, and the cultural foundations that made ESOP alignment a natural fit. The conversation also explores how employee ownership can bridge founders to successors, along with candid advice for leaders considering this path, including preparation, key decisions, and lessons learned along the way.

Alicia recaps Intuit's February ProAdvisor In the Know webinar, covering a packed slate of product updates across QuickBooks Online, Intuit Enterprise Suite, and the newly renamed Intuit Accountant Suite. Highlights include a new Affirm Buy Now Pay Later option appearing on invoices, major bank feed customization improvements, an AI-powered deduction maximizer for business owners, and new construction-specific tools in IES. Intuit also teased a July launch of AI agents that will handle tasks like invoicing, payment tracking, and book reconciliation — though details remain scarce.SponsorsUNC - https://uqb.promo/uncResources:In the Know Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/yq4uYaZUSYqvQm6KaCIZ_February2026_ProAdvisor_InTheKnow_Handout.pdfPartner Webinars (Double & Method upcoming): https://eventhub.goldcast.io/?eventHubId=15cc4a3e-96eb-4910-973c-45f143b60e60Canny for product feedback: http://intuit.canny.ioCustomer Hubba-Hubba (our episode about the new Customer Hub): www.uqb.show/107Dan and Alicia deep dive into Intuit Accountant Accelerate and Books Close: www.uqb.show/130Alicia's current classes: Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907  10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907  QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907 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  (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (03:21) - Upcoming Partner Webinars (Double & Method) + Why They Matter (04:08) - New Invoice Payment Option: Affirm ‘Buy Now, Pay Later' in QuickBooks (07:51) - Product Innovations Kickoff: Intuit Enterprise Suite February Releases Overview (14:29) - Inventory & Order Management Upgrades: Item Receipts, Valuation Methods, Sales Orders (22:02) - Workflow Automation Improvements: Parallel Approvals + Audit Trails + Dimensions (23:32) - Business Intelligence in QBO: Modern Reports + Calculated Fields Without Excel (23:58) - Intuit Intelligence (ChatGPT-Powered): Ask Questions About Your Books + Prompt Limits/Pricing (26:39) - Bank Feeds Updates: New Experience Rollout Timeline & Why to Adopt Early (28:29) - Bank Feed Fix: Warn When Payee Is Blank (1099s & Clean Vendor Lists) (30:05) - Navigate Tons of Accounts Faster: Searchable Bank/Credit Card Dropdown (31:12) - Drag-and-Drop Receipts + Check Image Attachments That Now Carry Through Matches (37:24) - Performance Boosts + Poll Results: Is the New Banking Feed Ready for Prime Time? (39:23) - Business Tax AI: Deduction Maximizer & Where to Find It in QBO (52:43) - What's Next: Intuit Podcasts, Intuit Connect, and July's Mysterious AI Agents (55:17) - Wrap-Up & Training Plug: Tricky Situations, Accrual Accounting, and Upcoming Classes

In this power-packed episode, Casey Hiers and Jarrod Bridgeman are diving into the "tax-heavy" side of dental practice ownership to ensure you aren't leaving money on the table. From the critical importance of a dental-specific CPA to avoiding those pesky IRS penalties, the guys break down how to stay ahead of the game.We're also looking at "last-minute" wins you can still claim for 2025, including deductible retirement and HSA contributions. Plus, don't miss the scoop on the brand-new Trump accounts for children born between 2025 and 2028—complete with government contributions—and why an IRS Identity Protection PIN is your best defense against tax fraud.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

Hey podcast listener – quick update.I'm taking an intentional pause from producing new episodes for the main podcast, and I'm genuinely excited about what's coming next.Behind the scenes, I'm working on several big projects designed to help Peak Freedom members get better results, faster – with far less second-guessing, worry, and uncertainty.And here's what's exciting: the results members are getting right now are coming faster and cleaner than ever before. We're seeing high-leverage changes that fix firms for good – often in under eight months, and sometimes in just three to four months inside Accelerator. The relief is unmistakable.That's because the resources are solid, the community is tight and high-caliber, and the obstacles that used to slow people down are being removed.Instead of guessing, members know what to do.Instead of worrying, they test the plan.Instead of grinding, they're fixing their firms with confidence – and bringing them back under control.I'm doubling down on building the best content anywhere for accountants who want healthy, smooth, sustainable firms.While the main feed is on pause, be on the lookout for curated, topic-specific podcast feeds – pricing, packaging, niching, Simple Systems, Free Time, and a client-interview-only feed where you can hear your own story reflected back.This pause is intentional.Content is still coming – it's just getting sharper.And I'll be back with brand-new episodes and interviews very soon.What's coming next is worth the wait.…Link to full shownotes: https://www.businessstrategyforcpas.com/386…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …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. …

A teenage entrepreneur charms Southern California, and then Wall Street, with his rapidly growing carpet cleaning and insurance restoration empire.SponsorsUNC - http://accountingpodcast.promo/unc Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CEDownload 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 CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Sources:Behind ‘Whiz Kid' Is a Trail of False Credit Card Billings [LAT]Minkow Is Convicted on All Charges: Jury Decides That ZZZZ Best Founder Masterminded Fraud [LAT]https://www.latimes.com/archives/la-xpm-1988-12-15-mn-362-story.htmlZZZZ Best: The House of Cards Falls [LAT]https://www.latimes.com/archives/la-xpm-1987-09-06-mn-6256-story.htmlPolice Learn How Mob Moved In on Minkow [LAT]https://www.latimes.com/archives/la-xpm-1988-02-21-mn-44325-story.htmlLast Loose End Wrapped Up in ZZZZ Best Fraud Case [LAT]https://www.latimes.com/archives/la-xpm-1994-05-05-mn-54183-story.htmlBarry Minkow to Help U.S. Investigators as Part of Plea Deal [LAT]https://www.latimes.com/business/la-xpm-2011-mar-30-la-fi-minkow-plea-20110330-story.htmlThe Secretary Who Helped Uncover One of America's Strangest Ponzi Schemes [The Hustle] https://thehustle.co/the-secretary-who-helped-uncover-one-of-americas-strangest-ponzi-schemesBarry Minkow Charged With Conspiracy to Manipulate Lennar Stock [DOJ]https://www.justice.gov/archive/usao/fls/PressReleases/2011/110324-01.htmlBarry Minkow Sentenced for Securities Fraud Conspiracy (Lennar Short-Sale Case) [DOJ]https://www.justice.gov/archive/usao/fls/PressReleases/2011/110721-02.htmlFormer Inmate Turned Pastor Barry Minkow Pleads Guilty to Bilking Congregation [DOJ]https://www.justice.gov/sites/default/files/usao-sdca/legacy/2015/04/30/cas14-0122-MinkowPR.pdfNotorious Conman Turned Pastor Barry Minkow Sentenced to Five Years in Prison for Bilking Congregation [DOJ]https://www.justice.gov/usao-sdca/pr/notorious-conman-turned-pastor-barry-minkow-sentenced-five-years-prison-bilkingBarry Minkow Gets Five More Years [Courthouse News]https://www.courthousenews.com/barry-minkow-getsfive-more-years/Con Man Gets Prison for San Diego Church Fraud [AP News]https://apnews.com/general-news-91612bdc0afb48178a38a41ab99b27bcBarry Minkow: All-American Con Man [Fortune]https://fortune.com/2012/01/05/barry-minkow-all-american-con-man/

Whether you set goals at the beginning of the year or you have resolutions you have promised yourself you'd do in the new year, now is the time to make sure you are on track so that you can follow through with your goals and resolutions for the remainder of the year.  I'm sure that you've heard that most people will quit their resolution after just one week.  When asked why they don't stick with their resolutions, most people will say that they don't have the time, resources, or support to keep the motivation up so that they can stick to their resolutions.  This can be true of goals as well.  When you want to ensure you are reaching your goals and sticking to your resolutions, you need to make sure you are following through.  This includes checking in to see how you are doing and being truthful to yourself if you feel you are slipping and need to realign yourself so that you can continue to move forward.  In today's podcast episode, I am going to help you take a realistic approach to making sure you are staying on track or picking yourself up and getting back on track early in the year.  I don't want you to go a few more months into this year and just give up on your resolutions and goals.  You made promises to yourself to reach these goals, and today, I am going to hold you accountable and give you a second chance if you've found it was much easier to make your resolution than to keep your resolution.  Resolutions and goals are important to your business, 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 accountant, a virtual assistant or VA, or other professional.  Many of the resolutions business owners make revolve around the organization of their financial data or bookkeeping.  Listen in, and let me help you make a lasting change with the resolutions and goals you've set for this year.  It doesn't matter if you are using a computerized software system like QuickBooks, Xero, Wave or FreshBooks for your business finances, or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document, this episode will be helpful for you… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Get ready for a fresh perspective on pricing in this engaging episode of Count Me In. Host Adam Larson welcomes behavioral pricing expert and Decision Alpha CEO Etinosa Agbonlahor to share how psychology, emotion, and real customer conversations can reshape the way businesses think about pricing. Forget relying only on cost-plus formulas or spreadsheets. Etinosa brings stories from the field, insights from brain science studies, and practical advice for using behavioral principles to set prices customers will value. Find out why understanding what customers care about and how they actually make purchase decisions can help you stand out from competitors. Learn how to confidently raise prices when needed and avoid common mistakes when communicating those changes. If you want your pricing to truly reflect the value you deliver, this episode has actionable tips, relatable examples, and fresh ideas worth hearing. Discover what happens when you combine financial know-how with a behavioral mindset, with guidance straight from Etinosa Agbonlahor. ___________________________________________________________BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

If you are like many people that I work with, you are probably feeling dread throughout your days as well.  It's not a bad thing, but what is important is that you are making sure you are dealing with this in the best way possible.  I think there's a misconception that most people don't have to deal with dread.  If you look on social media, you don't find too many people posting about what they are dreading for the day.  This may cause you to think that your life is filled with more dread than others, but let me assure you that there are many people out there who are feeling dread.  This is a normal feeling when you are working on something new, or you have something hard you need to do.  If I asked you right now, what is your most dreaded activity? What would you say?  It might be meeting potential customers or clients, putting yourself and your business out in the world, marketing, paperwork, or even a bookkeeping or accounting task.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Send us feedback/questions via TextHey friends, welcome to another episode of Ask the Podcast Coach! I'm Dave Jackson from School of Podcasting, joined by my buddy Jim Collison from Home Gadget Geeks. This week's show was packed with tons of insights from my trip to Nashville for the NRB (National Religious Broadcasters) conference, navigating the quirks of networking, and battling a post-conference cold.Sponsors:PodcastBranding.co - They see you before they hear youBasedonastruestorypodcast.com - Comparing Hollywood with History?Video Version (unedited)Mentioned In This EpisodeSchool of Podcastinghttps://www.schoolofpodcasting.com/joinPodpagehttp://www.trypodpage.comHome Gadget Geekshttp://www.theaverageguy.tvPodcast Hot SeatSupercastPatreonBuy Me a CoffeeWant to keep more of the money you are making as a creator. Check out the Content Creator's Account show with Ralph Estep Jr. Podcast Hot SeatGrow your podcast audience with Podcast Hot Seat. We help you do more of what is working, and fine tune those things that need polished. In addition to the podcast audit, you get a FREE MONTH at the School of Podcasting (including more coaching). Check it out at https://www.podcasthotseat.com/storeYour Audience Will Thank You! Leave Your QuestionGo to askthepodcastcoach.com/voicemail and leave your message to be answered on the next show.PodMatchPodMatch Automatically Matches Ideal Podcast Guests and Hosts For InterviewsContent Creator's AccountantKeep the money you're making. Go see the Content Creator's Accountant.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showBE AWESOME!Thanks for listening to the show. Help the show continue to exist and get a shout-out on the show by becoming an awesome supporter by going to askthepodcastcoach.com/awesome

In this episode, Makenzie and Jason explore how anyone, regardless of title or department, can create enterprise value from their seat in the company. In an employee-owned environment, revenue generation isn't limited to sales roles; it's a mindset rooted in ownership. They break down how every function contributes to profitability and long-term value, and how both extroverts and introverts can leverage their unique strengths to drive impact. If you've ever wondered how your role ties to the bigger financial picture, this conversation will challenge you to think and act like an owner.

So what's the difference between bookkeepers and an accountants? In this video, we dive deep into the nuances of these two roles, exploring their training, responsibilities, and how technology is blurring the lines. Many people often confuse the two, but understanding their distinct functions can significantly impact your business. Bookkeepers manage daily financial transactions, while accountants focus on compliance and strategic financial planning. As the industry evolves, both roles are becoming increasingly vital, and it's essential to recognise the value each brings to the table. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Why Some Bookkeepers Quietly Make More Profit 00:00:36 - Bookkeeper vs Accountant: Personal Experiences 00:00:52 - The Changing Role of Bookkeepers 00:01:14 - Bookkeeping and Accounting in Practice 00:02:45 - The Perception of Bookkeepers 00:04:02 - Training and Qualifications 00:06:52 - Role and Impact of Bookkeepers 00:08:19 - Identity Crisis: Bookkeeper or Accountant? 00:09:02 - Accounting and Bookkeeping in Business 00:09:41 - The Role of Management Accounting 00:12:24 - The Reality of Advisory and Reporting 00:12:26 - The Influence of Background on Practice 00:15:04 - Personal Experiences in Practice 00:16:18 - The Shift from Practice to Business 00:17:08 - Learning from Failures 00:18:21 - Building Boundaries and Profit 00:18:25 - The Bookkeepers Collective: An Introduction 00:19:11 - Identity Crisis: Bookkeeper or Accountant, Revisited 00:22:22 - Understanding Your Role and Building Confidence 00:25:01 - The Grey Area Between Bookkeeping and Accounting 00:26:40 - The Role of a Bookkeeper in a Team 00:30:05 - Conclusion: Embracing Your Role

Ann visits with Dr. Jason McGregor, Accountant, and Samantha Chelf of the VITA program at Baylor. Then she talks with Jackie Bibby of the Olgesby Rattlesnake Roundup. Learn more about your ad choices. Visit megaphone.fm/adchoices

Intuit moved up the pricing deadline for Accountant Suite add-ons to May 1st, which means less time to evaluate whether Books Close and the Accelerate dashboard are worth paying for. Dan DeLong walks Alicia through a live demo of Books Close — including reconciliation from outside the client file, transaction anomaly detection, W-9/1099 management, and the team workflow features — so you can decide if it fits your practice. Fair warning: you can onboard clients into Books Close right now, but you can't offboard them yet.SponsorsFutureView Systems - https://uqb.promo/bezUNC - https://uqb.promo/unc(00:00) - Welcome + Dan DeLong joins the podcast (and the matching shirts) (01:01) - Tax-season chaos & the surprise IAS pricing timeline change (04:57) - Clearing up what's still free vs paid: ProAdvisor portal vs add-ons (05:43) - Accelerate vs Books Close: what each add-on actually does (07:14) - Hands-on with Intuit Accountant Suite: the new dashboard & widgets (10:27) - Accelerate pricing breakdown: $149/month firm-wide (no per-user fee) (16:18) - Books Close vs Books Review (and other tools): who it's for (30:01) - Client “Requests” messaging: asking questions on transactions (32:35) - Game-changer feature: reconciling accounts from Books Close (36:32) - How to Submit Beta Feedback (and What to Ask For) (41:41) - Books Close Transaction Reviews: Attachments, Thresholds & Exclusions (45:50) - Catching Automation Mistakes: Bank Rules & AI Auto-Posted Transactions (48:51) - Unapplied Payments + Other “Coming Soon” Anomaly Checks (55:04) - Pricing Breakdown + The Big Beta Problem: You Can't Offboard Clients (59:54) - Wrap-Up: YouTube Demos, Community Updates, and What's Next LINKSBooks Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/editAlicia's current classes: Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907  Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907  Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe 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 

Many podcasters and content creators wait until tax season to look at the numbers, only to realize they've missed vital deductions or have no idea where their income is actually going. This financial fog leads to poor business decisions and unnecessary stress. In this episode of Podcasting Unlocked, Alesia Galati sits down with Ralph Estep Jr., the "Content Creator's Accountant," to discuss how to build a sustainable accounting system for your brand. We dive into the best software for tracking business expenses, the reality of transitioning to a daily podcast, and why your financial health is just as important as your download numbers. This week, episode 265 of Podcasting Unlocked is about financial tracking and tax strategies for content creators! Ralph Estep Jr. is a Public Accountant with over 30 years of experience helping entrepreneurs build profitable businesses. As host of The Content Creator's Accountant, he teaches content creators how to handle taxes, manage irregular income, and structure their businesses properly so they can keep more of what they earn and scale with confidence.In this episode of Podcasting Unlocked, Ralph Estep Jr. is sharing the importance of setting up a financial system as early as you can and actionable steps you can take right now to manage your money responsibility as a podcaster or content creator.Ralph and I also chat about the following: Implement a Real-Time Tracking System: Learn why starting your financial tracking today, using professional software rather than simple spreadsheets, is the only way to make informed business decisions throughout the year.The Daily vs. Weekly Cadence Debate: Discover how to evaluate if a higher frequency is right for your audience and your business goals, and the batch recording strategies needed to survive it.Identify Leaky Buckets in Your Budget: We discuss the common places where podcasters lose money, from unused software subscriptions to failing to plan for tax season.Transitioning from Hobbyist to Business Entity: Understand the importance of separating your personal and professional finances to protect your assets and simplify your growth as a content creator.Your podcast's impact is limited if your finances are in disarray. This week, take 15 minutes to audit your last month of business expenses and identify one subscription you no longer need.Be sure to tune in to all the episodes to receive tons of practical tips on turning your podcast listeners into leads and to hear even more about the points outlined above. Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me! And don't forget to follow, rate and review the podcast and tell me your key takeaways!Learn more about Podcasting Unlocked at https://galatimedia.com/podcasting-unlocked/ CONNECT WITH RALPH ESTEP JR:The Content Creator's AccountantWebsiteCONNECT WITH ALESIA GALATI:InstagramLinkedInWork with Galati Media! Work with Alesia 1:1Free Download: 15 Ways to Improve Your Podcast Proud member of the Feminist Podcasters Collective.

Feeling too overwhelmed to “work on the business” – but you still want things to get easier?Progress doesn't always come from pushing harder. In this episode, we talk about the invisible power of “marination” – how being in the right environment quietly changes what feels normal and doable. You'll hear 10 real ways that marinating inside Peak Freedom helps accountants move faster, including borrowing courage, shifting identity, raising standards, learning faster from other people's wins (and mistakes), getting feedback in hours instead of weeks, and staying even-keeled during tax season.…Link to full shownotes: https://www.businessstrategyforcpas.com/385…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

When you own your own business, you are always learning something new.  Making sure that you have a team to support you where you are lacking skills or lacking the time to devote to certain tasks will not only help you sleep at night, but you will have the confidence knowing that your business is operating at an efficient level.  In today's podcast episode, I am diving into which areas in your business you need to make sure you are covering and the financial support team members you should have in place if you need additional help.  When it comes to finances, many business owners want to ignore these issues and hope they go away or want to do everything all on their own, but the most successful entrepreneurs know exactly where they need expert advice as well as who they can turn to for advice they can trust.  As your business grows, your team needs may change as well, but it is important to make sure that you have everything under control at each level you are at in your business.  Understanding and having a reliable team you can lean on is key 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 accountant, a virtual assistant or VA, or other professional; A financial support team is needed whether you are using a computerized software system like QuickBooks, Xero, Wave or FreshBooks for your business finances, or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document.   Listen in, and make sure you have support for each of these responsibilities either by yourself or a team member you can count on to be there when you need them… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

In this episode of the Truth Be Told podcast, host Dave Thompson, CFI interviews Barry Black, a former FBI agent with a diverse career spanning accounting, bomb disposal, and sniper roles. They discuss Barry's journey into the FBI, the importance of communication in investigations, the motivations behind financial crimes, and the challenges of interagency cooperation. Barry shares insights from his experiences during major incidents like Waco and the Oklahoma City bombing, emphasizing the need for mental health support for first responders and the impact of public perception and misinformation on investigations. He also reflects on his memoir, 'Hazardous Devices,' and offers advice for aspiring law enforcement professionals.   Learn more about Barry and his memoir here:  Home - Barry Black Hazardous Devices: Memoir of an FBI Bomb Technician, Accountant and Sniper: Black, Barry T.: 9781476699929: Amazon.com: Books   Truths: The Power of Persistent Commitment Overcomes Initial Obstacles Persistence driven by clarity of purpose allows individuals to surpass early setbacks, transforming rejection and failure into eventual success.  Rapport and Personal Trust are Non-Negotiable in Complex Investigations Building authentic relationships on a human level unlocks sensitive information and facilitates cooperation in high-stakes cases. Barry Black's ability to establish trust with insiders was crucial in gathering valuable intel. Communication is a Tactical Force Multiplier in High-Pressure Operations Effective, precise communication prevents chaos and sustains team cohesion during critical incidents. Barry emphasized the importance of clear communication during the Waco siege to maintain focus and trust. Emotional Resilience and Managing Secondary Trauma Are as Crucial as Technical Skills Maintaining mental health requires processing secondary trauma and fostering team support. Barry Black managed his emotional weight through deliberate communication and peer support to prevent burnout. Interagency Cooperation Rests on Personal Relationships, Not Just Protocols Strong personal bonds between agencies streamline information sharing and coordination. Barry's relationship-building efforts ensured smoother joint operations during complex investigations. The Long-Haul Investigation Mindset Extends Beyond Media Attention Thorough investigations continue long after public attention fades, focusing on evidence over headlines. Barry's work on the Oklahoma City bombing exemplified the patience and persistence required for justice. Personal Narratives and Reflection Turn Challenging Careers into Powerful Lessons Documenting and sharing stories creates a cathartic process and inspires future generations. Barry Black's memoir transformed his experiences into stories that serve as guidance for aspiring professionals.  

On this episode of the Woodard Report podcast, Heather speaks with Amanda Aguillard about her path from discovering accounting at 16 to building a cloud-based firm, launching the peer-driven Accounting Salon community, and becoming COO at Padgett. They discuss how Padgett helps firms implement standardized systems to reduce decision paralysis and build a business that isn't dependent on the owner.  About Amanda Aguillard, CPA Amanda Aguillard was only 16 years old when she realized she wanted to become a CPA, and she's used that passion to encourage innovation in the industry she loves. That commitment lives on through her work as the Chief Operating Officer of Padgett, one of North America's largest accounting service and business consulting providers. Amanda oversees operational and logistical guidance for the company's network of firms. This includes identifying and incorporating the latest cloud technologies into the Padgett operating model. She also is focused on developing and facilitating the necessary trainings to ensure these platforms and tools are successfully implemented by Padgett firms. Amanda, who is a past Top 50 Women in Accounting, is the author of Xero: A Comprehensive Guide for Accountants and Bookkeepers. She was the Xero Evangelist of the Year in 2016, and used her experience as a Xero Certification instructor to co-found Elefant, a continuing education company for accountants and bookkeepers. She has written numerous articles for industry publications, including the Journal of Accountancy. Prior to joining the executive team at Padgett, she ran Aguillard Accounting LLC, focusing her efforts on providing unparalleled client support service through a cloud-based practice that could be done anywhere in the world. Amanda also is the founder of Accounting Salon, a thinktank of cloud accounting experts, and its virtual offshoot, SALONv. Amanda, who holds a Master's Degree in Taxation from the University of Denver, regularly speaks at state CPA societies and industry technology conferences, including Accountex, AICPA Engage, Scaling New Heights, Clio Cloud Conference and Xerocon. When she's not advocating for her industry, she spends her time cooking for her two children, reading historical fiction and backcountry hiking. Learn more about Amanda Connect with Amanda on LinkedIn Learn more about Padgett Thank you to our show sponsor, Puzzle! Puzzle is the next generation firm: AI-powered, human-led. Puzzle replaces manual QuickBooks workflows with AI-driven books built for review, approval, and audit-ready accountability. Learn more at Puzzle.io. Learn more about the show and our sponsors at Woodard.com/podcast

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NAEA President Jennifer MacMillan joins Roger and Annie to talk about what she's hearing from enrolled agents on the front lines this tax season — including an IRS that's putting undertrained staff on the phones, backlogs that aren't getting resolved, and one practitioner who made 25 calls on a single issue without ever getting an answer. They also dig into the bipartisan push for minimum preparer standards, NAEA's win on Oregon licensing, and why Jennifer thinks managing client expectations around social security, tips, and overtime is going to be one of the biggest challenges of the season.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - Welcome to Federal Tax Updates (03:55) - Jennifer's Journey (05:55) - Selling a Tax Practice the Smart Way: Timing, Systems, and Profitability (08:36) - What NAEA Offers: Community Support, Web Board, and Member Resources (09:54) - IRS Service Breakdown: Phone Lines, Staffing Losses, and Backlog Reality (12:43) - Real-World IRS Call Horror Stories: POA Issues, Callbacks, and TAS Limits (15:09) - Returns & Refunds: E-File Works—But Humans and Paper Still Slow Everything (16:34) - Managing Client Expectations in a Misinformation Tax Year (20:32) - Pricing Your Expertise: Value Billing, Fee Schedules, and Getting Paid for Knowledge (26:30) - Why Community Matters + The Accounting Today Webinar Recap (28:43) - Tax season prep: new laws, IRS notices & online accounts (30:59) - DC advocacy + NAEA Fly-In (May 5–6): what to expect (32:05) - Minimum standards for paid preparers: the bipartisan push (34:50) - Why regulation matters: tax gap, weak enforcement & bad actors (41:18) - State battles: Oregon licensing surprise + Minnesota win (48:09) - Join NAEA: member benefits, volunteering & community (51:07) - Wrap-up: upcoming topics and tax-season sendoff Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect 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 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.

Overwhelm is something that we've all dealt with in our lives.  You may have felt, or still feel, overwhelmed in your career, your business, and even in your personal life.  It could be continuing to get the education you need for your career, all the tasks you have to get done in your business, or how about all the things you continue to think about that need to get done around your home.  When you are asked how you are doing, how often do you find yourself replying something like I've been busy, or there's just so much to do?  Well, if you find you are struggling with overwhelm, even if it is just a tiny bit, I've got a solution for you.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

In this week’s “Throwback Thursday” segment, we hear from an accountant who sells spreadsheet templates and other financial resources to creatives. Side Hustle School features a new episode EVERY DAY, featuring detailed case studies of people who earn extra money without quitting their job. This year, the show includes free guided lessons and listener Q&A several days each week. Show notes: SideHustleSchool.com Email: team@sidehustleschool.com Be on the show: SideHustleSchool.com/questions Connect on Instagram: @193countries Visit Chris's main site: ChrisGuillebeau.com Read A Year of Mental Health: yearofmentalhealth.com If you're enjoying the show, please pass it along! It's free and has been published every single day since January 1, 2017. We're also very grateful for your five-star ratings—it shows that people are listening and looking forward to new episodes.

Sales tax in QuickBooks Online is powerful — it tracks rates, recognizes tax holidays, and even handles economic nexus — but one wrong checkbox or a hidden shipping field can throw everything off. Alicia Katz Pollock breaks down the full sales tax workflow from setup to payment, revealing the three settings that have to line up perfectly and the common mistakes she finds in almost every year-end cleanup.SponsorsFutureView Systems - https://uqb.promo/bezUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:45) - Setting Up Sales Tax in QuickBooks Online (01:36) - Understanding Sales Tax Liabilities (05:27) - Configuring Products and Services for Sales Tax (08:40) - Managing Customer Sales Tax Settings (11:21) - Sales Tax Rate (17:58) - Using the Sales Tax Center (23:18) - Reconciling and Adjusting Sales Tax Payments (25:22) - Handling Uncollectible Invoices and Special Cases (26:57) - Third-Party Apps for Complex Sales Tax Needs (27:27) - Conclusion and Further Learning Resources LINKSAlicia's Sales Tax in QBO Course: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEWe 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 

What happens when AI starts cutting audit bills? Blake and David unpack KPMG's push for a 14% fee cut from Grant Thornton, Botkeeper's shutdown versus Pilot's “AI accountant,” and how agents like Claude are already doing real client work. You'll hear why entry-level roles are vanishing, what tax pros need to know about the IRS's new e-payment push and Tax Pro Account upgrades, plus a fun detour: DJ John Summit's Tax Day album.SponsorsUNC - http://accountingpodcast.promo/uncOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - KPMG's AI-Driven Audit Fee Reduction (00:28) - Welcome to the Accounting Podcast (00:53) - Blake's First Time at the Waste Management Open (02:00) - John Summit: From Accountant to DJ Superstar (04:39) - John Summit's Accounting-Themed Album (09:44) - Earmark CPE: Easy CPE Credits for Accountants (12:34) - The Rise and Fall of AI Bookkeeping Startups (24:48) - Pilot's Autonomous AI Accountant (26:50) - Partnering with Accounting Firms (29:59) - AI in Bookkeeping and Accounting (33:33) - Impact of AI on Accounting Jobs (40:27) - Trump's $10 Billion Lawsuit Against the IRS (44:40) - IRS Updates and Tax Pro Accounts (49:53) - KPMG's AI Acquisition (51:14) - Airlines Save Millions with Weight Loss Drugs (52:58) - Conclusion and CPE Information  Show NotesKPMG pressed its auditor to pass on AI cost savings https://www.irishtimes.com/business/2026/02/06/kpmg-pressed-its-auditor-to-pass-on-ai-cost-savings/Botkeeper is Closing Its Doors https://www.cpapracticeadvisor.com/2026/02/09/botkeeper-is-closing-its-doors/177677/Botkeeper shuts down https://www.accountingtoday.com/news/botkeeper-shuts-downAnthropic AI Tool Sparks Selloff From Software to Broader Market https://www.bloomberg.com/news/articles/2026-02-03/legal-software-stocks-plunge-as-anthropic-releases-new-ai-toolAI fears pummel software stocks: Is it 'illogical' panic or a SaaS apocalypse? https://www.cnbc.com/2026/02/06/ai-anthropic-tools-saas-software-stocks-selloff.htmlPilot launches fully autonomous AI bookkeeper https://www.accountingtoday.com/news/pilot-launches-fully-autonomous-ai-bookkeeperPilot Rolls Out Fully Autonomous AI Accountant https://www.cpapracticeadvisor.com/2026/02/04/pilot-rolls-out-fully-autonomous-ai-accountant/177453/Pilot Unveils AI Accountant https://pilot.com/blog/pilot-unveils-ai-accountant-a-major-leap-toward-artificial-general-intelligence-in-accountingStartup Accrual Officially Launches with $75M in Funding to Bring AI-Native Automation to Accountinghttps://www.cpapracticeadvisor.com/2026/02/05/startup-accrual-officially-launches-with-75m-in-funding-to-bring-ai-native-automation-to-accounting/177600/Tax platform Accrual launches with AI automation support for all forms https://www.accountingtoday.com/news/tax-platform-accrual-launches-with-ai-automation-support-for-all-formsAccrual Launches with $75 Million to Bring AI-Native Automation to Accountinghttps://www.businesswire.com/news/home/20260205968515/en/Accrual-Launches-with-$75-Million-to-Bring-AI-Native-Automation-to-AccountingGoldman Sachs leads $75 million funding round for Fieldguide, an AI-native accounting and audit platformhttps://fortune.com/2026/02/02/goldman-sachs-fieldguide-accounting-cpa-ai-software-platform-venture-capital/Fieldguide Raises $75M Series C Round to Boost Audit and Advisory Firms' Agentic AI Capabilitieshttps://www.cpapracticeadvisor.com/2026/02/02/fieldguide-raises-75m-series-c-round-to-boost-audit-and-advisory-firms-agentic-ai-capabilities/177323/Fieldguide Raises $75M Series C from Goldman Sachs to Help Audit and Advisory Firms Grow with Agentic AIhttps://www.globenewswire.com/news-release/2026/02/04/3232133/0/en/Pilot-Unveils-AI-Accountant-A-Major-Leap-Toward-Artificial-General-Intelligence-in-Accounting.htmlTrump, two sons, Trump Org sue IRS, Treasury for $10 billion over tax records leak https://www.cnbc.com/2026/01/29/trump-sues-irs-and-treasury-for-10-billion-over-leak-of-tax-records.htmlTrump sues IRS and Treasury Department for $10 billion over leaked tax records https://www.nbcnews.com/politics/donald-trump/trump-sues-irs-treasury-department-10-billion-leaked-tax-records-rcna256626Trump Sues Treasury and IRS for $10 Billion Over Tax Data Leak https://www.taxnotes.com/featured-news/trump-sues-treasury-and-irs-10-billion-over-tax-data-leak/2026/01/30/7txmzKPMG Brings Aboard AI Development Platform PrivateBlok https://www.cpapracticeadvisor.com/2026/02/09/kpmg-adds-ai-development-platform-privateblok/177729/KPMG acquires PrivateBlok, team will support AI developments https://www.accountingtoday.com/news/kpmg-acquires-privateblok-team-will-support-ai-developmentsKPMG Bolsters AI Product Development Function...

Still running your firm out of your Inbox?In this episode, a CPA who spent 20 years living in her Inbox shares how she got down to Inbox Zero, shredded the paper piles, stopped the late-night deadline sprints, and finally knew what to work on next.You'll hear exactly how Simple Systems, Free Time works in real life, why it feels slightly terrifying at first, and how it quietly frees up hours without perfection, new tech, or heroics.Lori's email:lori.yearwood@zealaccounting.com…Link to full shownotes: https://www.businessstrategyforcpas.com/384…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …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. …

A woman caring for her ailing mother is drawn into a North Korean scheme to infiltrate American companies.SponsorsUNC - http://accountingpodcast.promo/unc Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CEDownload 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 CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/

Retired agent Barry Black reviews two bombing cases he worked as a special agent bomb tech (SABT) assigned to the Oklahoma City Division. The first case covers the detonation of a bomb at a University of Oklahoma football game in 2005, where the subject used a type of homemade explosive that had only been used by international terrorists. The second is an undercover investigation code-named Operation Mischief Mayhem Barry worked just before he retired, where he thwarted the subject's plan to build and deploy a 1000-pound device similar to the one Timothy McVeigh used to bomb the Alfred P. Murrah Federal Building. These cases are included in Barry's new book, Hazardous Devices: Memoir of an FBI Bomb Technician, Accountant, and Sniper. He served in the FBI for 31 years. Check out the episode show notes, photos, and related articles: https://jerriwilliams.com/386-barry-black-hazardous-devices-fbi-special-agent-bomb-tech/   Join my Reader Team to get the FBI Reading Resource - Books about the FBI, written by FBI agents, the 20 clichés about the FBI Reality Checklist, and keep up to date on the FBI in books, TV, and movies via my monthly email. Join here. http://eepurl.com/dzCCmL    Buy me a coffee - https://www.buymeacoffee.com/JerriWilliams   Check out my FBI books, non-fiction and crime fiction, available as audiobooks, ebooks and paperbacks wherever books are sold. https://jerriwilliams.com/books/

In this week’s First $1,000 segment, we hear from Elaine in Wayne County, Michigan. She’s an accountant for her day job and works as an engagement photographer for her side hustle. Side Hustle School features a new episode EVERY DAY, featuring detailed case studies of people who earn extra money without quitting their job. This year, the show includes free guided lessons and listener Q&A several days each week. Show notes: SideHustleSchool.com Email: team@sidehustleschool.com Be on the show: SideHustleSchool.com/questions Connect on Instagram: @193countries Visit Chris's main site: ChrisGuillebeau.com Read A Year of Mental Health: yearofmentalhealth.com If you're enjoying the show, please pass it along! It's free and has been published every single day since January 1, 2017. We're also very grateful for your five-star ratings—it shows that people are listening and looking forward to new episodes.