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Liberty Dispatch Interviews ~ November 22, 2025In this episode of Liberty Dispatch Interviews, host Matthew Hallick speaks with the President & CEO of Rocklinc Investment, Jonathan Wellum, about the clever accounting trick that the Carney Regime has used in Budget 2025. Follow the participants on X (formerly Twitter):Jonathan: x.com/@JonathanWellum;Matty: x.com/@SDG_Matty For full access to all our content, including the extended interviews, become a paid subscriber at: https://ldcanada.substack.com. SHOW SPONSORS: Bitcoin Mentor: https://bitcoinmentor.io/aff/liberty Invest with Rocklinc: info@rocklinc.com or call them at 905-631-546; Diversify Your Money with Bull Bitcoin: https://mission.bullbitcoin.com/dispatch; BarterPay: https://barterpay.ca/; Barter It: https://www.barterit.ca/; Get freedom from Censorious CRMS by signing up for SalesNexus: https://www.salesnexus.com/; SUBSCRIBE TO OUR SHOWS/CHANNELS: LIBERTY DISPATCH PODCAST: https://libertydispatch.podbean.com; https://rumble.com/LDshow; CONTACT US: libertydispatch@pm.me STAY UP-TO-DATE ON ALL THINGS LD:Instagram: https://www.instagram.com/liberty_dispatch/; Facebook: https://www.facebook.com/LibertyDispatchCanada; X: @LDCanada - https://x.com/_LDCanada; Rumble: https://rumble.com/LDshow; YouTube: https://www.youtube.com/@libertydispatch Please LIKE, SUBSCRIBE, RATE, & REVIEW, and SHARE it with others!
Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (00:49) - Blake's Illness and Recovery (02:05) - Upcoming Topics (04:06) - Cost Segregation Explained (06:46) - AI in Cost Segregation (11:15) - AI's Current Capabilities and Limitations (19:10) - Intuit's OpenAI Deal (22:01) - Intuit's Strategy and Industry Implications (30:12) - Michael Burry's New Bet Against AI (31:21) - Depreciation and AI Companies (39:15) - Rippling vs. Deel: Corporate Espionage (42:44) - New Jersey's Alternative Pathways Bill (44:39) - AI's Role in Tax and Investing Advice (47:37) - Defining Audit Quality: PCOB's New Initiative (51:56) - FASB's Costly Lease Standard (56:13) - Ancient Accounting Systems in Peru (58:45) - Conclusion and Viewer Interaction Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Liberty Dispatch Interviews ~ November 22, 2025 In this episode of Liberty Dispatch Interviews, host Matthew Hallick speaks with the President & CEO of Rocklinc Investment, Jonathan Wellum, about the clever accounting trick that the Carney Regime has used in Budget 2025. Follow the participants on X (formerly Twitter): Jonathan: x.com/@JonathanWellum; Matty: x.com/@SDG_Matty For full access to all our content, including the extended interviews, become a paid subscriber at: https://ldcanada.substack.com. SHOW SPONSORS: Bitcoin Mentor: https://bitcoinmentor.io/aff/liberty Invest with Rocklinc: info@rocklinc.com or call them at 905-631-546; Diversify Your Money with Bull Bitcoin: https://mission.bullbitcoin.com/dispatch; BarterPay: https://barterpay.ca/; Barter It: https://www.barterit.ca/; Get freedom from Censorious CRMS by signing up for SalesNexus: https://www.salesnexus.com/; SUBSCRIBE TO OUR SHOWS/CHANNELS: LIBERTY DISPATCH PODCAST: https://libertydispatch.podbean.com; https://rumble.com/LDshow; CONTACT US: libertydispatch@pm.me STAY UP-TO-DATE ON ALL THINGS LD:Instagram: https://www.instagram.com/liberty_dispatch/; Facebook: https://www.facebook.com/LibertyDispatchCanada; X: @LDCanada - https://x.com/_LDCanada; Rumble: https://rumble.com/LDshow; YouTube: https://www.youtube.com/@libertydispatch Please LIKE, SUBSCRIBE, RATE, & REVIEW, and SHARE it with others!
THE TIM JONES AND CHRIS ARPS SHOW 0:00 SEG 1 Joe Borelli, Former Minority Republican Leader of the NYC Council | we call him | TOPIC: Top political headlines of the day | The future of NYC now that Mamdani will be mayor | Why did Curtis Sliwa stay in the race? | Who won the shutdown? | Non-Citizen voting https://x.com/JoeBorelliNYC 16:52 SEG 2 PATRICK TUOHEY, Sr. Fellow at Show Me Institute | TOPIC: Chesterfield Music Studio Seeking Tax Breaks Despite Unpaid Bills | Missouri’s Debt and the Income Tax Debate: A new Reason Foundation report shows Missouri ranks 25th in combined state and local debt, highlighting long-term pension and health obligations that don’t appear in the Truth in Accounting analysis. The findings offer important context about debt and spending as the governor talks about eliminating the income tax.https://showmeinstitute.org/author/patrick-tuohey/https://x.com/PatrickTuohey 34:25 SEG 3 Joey V. reviews the romantic comedy “Eternity” https://newstalkstl.com/ FOLLOW TIM - https://twitter.com/SpeakerTimJones FOLLOW CHRIS - https://twitter.com/chris_arps 24/7 LIVESTREAM - http://bit.ly/NEWSTALKSTLSTREAMS RUMBLE - https://rumble.com/NewsTalkSTL See omnystudio.com/listener for privacy information.
THE TIM JONES AND CHRIS ARPS SHOW 0:00 SEG 1 Joe Borelli, Former Minority Republican Leader of the NYC Council | we call him | TOPIC: Top political headlines of the day | The future of NYC now that Mamdani will be mayor | Why did Curtis Sliwa stay in the race? | Who won the shutdown? | Non-Citizen voting https://x.com/JoeBorelliNYC 16:52 SEG 2 PATRICK TUOHEY, Sr. Fellow at Show Me Institute | TOPIC: Chesterfield Music Studio Seeking Tax Breaks Despite Unpaid Bills | Missouri’s Debt and the Income Tax Debate: A new Reason Foundation report shows Missouri ranks 25th in combined state and local debt, highlighting long-term pension and health obligations that don’t appear in the Truth in Accounting analysis. The findings offer important context about debt and spending as the governor talks about eliminating the income tax.https://showmeinstitute.org/author/patrick-tuohey/https://x.com/PatrickTuohey 34:25 SEG 3 Joey V. reviews the romantic comedy “Eternity” https://newstalkstl.com/ FOLLOW TIM - https://twitter.com/SpeakerTimJones FOLLOW CHRIS - https://twitter.com/chris_arps 24/7 LIVESTREAM - http://bit.ly/NEWSTALKSTLSTREAMS RUMBLE - https://rumble.com/NewsTalkSTL See omnystudio.com/listener for privacy information.
Off The Clock With Dean Kutcher(Official 107.7 The Bronc Podcast)
On this special episode of Off the Clock with Dean Kutcher, join NBCB's Dean Gene Kutcher for a Bronc CEO conversation with one of Rider University's most distinguished alumni, Howard Stoeckel, Class of 1967. Howard spent 38 years with Wawa, rising to become the company's first CEO from outside the founding family. His story is not only about business success, but about servant leadership, culture, and community — themes he captured in his book The Wawa Way. In our extended conversation, Howard shares insights from his career and his ongoing commitment to mentoring the next generation of leaders.And as a bonus, you'll also hear from three Rider student leaders - Tracy Barrietos '26 (Healthcare Mgmt/Management & Leadership), Juvi Patel '26 (Accounting), and Chase Tomlinson '26 (Global Supply Chain Mgmt) - who recently had the chance to meet with Howard. They'll reflect on what they learned from him and how they're applying those lessons to their own leadership journeys.Stay tuned .. this is a conversation about values, vision, and the kind of leadership that lasts.
Podcasts now serve every level of the profession, and intentional listening helps professionals grow faster.Accounting InfluencersWith Rob BrownThe accounting podcast world is no longer a niche corner of the internet. It is a sprawling ecosystem of news briefings, exam prep guides, leadership conversations, and tech trend breakdowns. For today's professionals—from students to senior partners—the shows they follow influence how they think, how they show up, and how they lead.In this episode of Accounting Influencers, host Rob Brown breaks down the types of accounting podcasts in the market today and explains why some help you grow while others simply drain your time. MORE Accounting Influencers with Rob Brown Not all accounting podcasts are built for the same audience. Some exist to help students pass exams. Others help partners stay current on regulatory changes. Some deliver tech deep dives. Others humanize the profession with personal stories.Understanding these differences helps listeners choose wisely and avoid content that feels irrelevant or repetitive.
In this episode the hosts dissect a $23 million asking‑price acquisition of a Miami‑based specialty contractor with $41 M revenue, $4.7 M EBITDA, a $52 M backlog—and dig into its contract structure, accounting risks and deal suitability.Business Listing Link – https://businessesforsale.nuwireinvestor.com/business-opportunity/specialty-contractor-with-long-term-contracts-and-62mm-backlog/2395873/?J=ANWelcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.
In this THINK Business Mini Business Course, Jon Dowskin and Tevia Hoalst, Owner/Founder, TeKoda Accounting discuss accounting's impact on your business. Get valuable, expert insight you can put into practice today! Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Tevia Hoalst: Website: https://www.tekodaaccounting.com Instagram: https://www.instagram.com/tekodaaccounting/ LinkedIn: https://www.linkedin.com/in/tevia-hoalst/ Facebook: https://www.facebook.com/TeKodaAccounting *E – explicit language may be used in this podcast.
In this episode the hosts dissect a $23 million asking‑price acquisition of a Miami‑based specialty contractor with $41 M revenue, $4.7 M EBITDA, a $52 M backlog—and dig into its contract structure, accounting risks and deal suitability.Business Listing Link – https://businessesforsale.nuwireinvestor.com/business-opportunity/specialty-contractor-with-long-term-contracts-and-62mm-backlog/2395873/?J=ANWelcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.
Collaboration, transparency, and independence drive BeachFleischman's growth.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhen most people picture a CPA firm CEO, they don't envision a former marketing director in the big chair.That's exactly what makes Eric Majchrzak worth listening to.Majchrzak, CEO and Principal of BeachFleischman—Arizona's largest locally owned CPA firm and a Top 200 firm in the U.S.—has been named multiple times to Accounting Today's “Top 100 Most Influential People in Accounting” and is an Association for Accounting Marketing Hall of Fame inductee. More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth More CPA Trendlines videos and podcasts here On Gear Up for Growth, hosted by Capstone Marketing president Jean Caragher, Majchrzak pulls back the curtain on how his growth-minded, marketing-first lens is reshaping BeachFleischman's strategy, culture, and business model—and what other firms can steal from that playbook. If you're wrestling with growth, private equity pressure, talent shortages, or AI-driven disruption, this is a conversation you don't want to miss.
Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
Alicia recaps an intense month traveling between three major accounting conferences: Women Who Count in Mesa, Intuit Connect in Las Vegas, and Reframe in Miami. She breaks down the controversial Intuit Accountant Suite announcement that sparked confusion about the future of the ProAdvisor program, shares pricing transformation insights from Reframe's focus on value-based conversations, and reflects on how each conference served different professional needs. Plus, hear direct feedback from conference attendees about their biggest takeaways and what Alicia learned about working nomadically while staying productive on the road.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:22) - Conference Recap: Women Who Count (06:47) - Conference Recap: Intuit Connect (10:49) - Conference Recap: Reframe (15:29) - Panel Discussion: Insights from Intuit Connect (28:33) - Living the Nomadic Life (30:34) - Upcoming Classes and Final Thoughts LINKSAlicia's upcoming classes: QuickBooks Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)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
Paul Sanneman has built the perfect lifestyle business with Contractor Staffing Source. His $2.5M revenue recruiting business could run without him if needed, but he's enjoying the work he does every day. He's also built it around his lifestyle so we can spend plenty of time with family, working out, and enjoying the ocean in Hawaii. We discuss what his business is worth today and if he'd ever sell, as well as who might take it over. Paul shares some great wisdom he's learned after other failed business ventures, and trends he sees with his contractor clients. Contractor Staffing Source Website: https://contractorstaffingsource.com/Paul Sanneman on LinkedIn: https://www.linkedin.com/in/paul-sanneman/Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/
This episode of the JofA podcast explores Accounting Opportunities Experience month, a growing nationwide program to inspire students to pursue accounting careers. Liz Burkhalter, the AICPA's vice president–CPA Pipeline, shares how CPAs and volunteers are working to reach 50,000 students through classroom visits and events. She also mentioned resources that can help listeners who want to volunteer. n Specific CPA Pipeline resources for student outreach n This Way To CPA home page n Burkhalter's June appearance on the JofA podcast n The Next Stop: CPA podcast Scott Spiegel, CPA/CITP, CGMA, the chief operating officer of the Association of International Certified Professional Accountants, discusses his return to Rutgers University and why real-world stories can expose students to the diverse opportunities in the profession. What you'll learn from this episode: The history and growth of Accounting Opportunities Experience month. Burkhalter's summary of participation numbers last year and goals for this year. Resources for accountants interested in speaking to students. Spiegel's motivation for making campus visits. The common questions and misconceptions he hears when talking to students. The importance of in-person outreach and storytelling.
The Business Basics You Can't Afford to Ignore is covered in this podcast, along with the following subjects:- Why Effective Financial Management Drives Business Success- The Foundation of Sustainable Revenue Growth- Setting Up Systems for Compliance and Decision-Making: Tax, Legal Structure, and Bookkeeping Essentials***************************************Starting and running a successful business requires a solid understanding of fundamental principles that you simply can't afford to overlook. First and foremost, having a well-thought-out business plan is crucial; it serves as your roadmap and helps you navigate through challenges while keeping your goals in sight. Additionally, grasping the basics of finance, including budgeting and cash flow management, will help ensure that your business remains viable in the long run. Marketing fundamentals also play a key role; knowing how to reach your audience effectively can make or break your venture. Lastly, don't forget about customer service; providing an exceptional experience can turn one-time customers into loyal advocates for your brand. By focusing on these essential areas, you'll lay a strong foundation for your business's success!Seth Kamens is the managing member of Kamens & Associates, a full-service CPA and financial services firm serving clients across New Jersey, New York, and beyond. With a background that spans accounting, tax, and financial planning with major firms like Morgan Stanley, Merrill Lynch, Deloitte, and Cohn, Seth brings deep expertise to individuals, startups, and closely held businesses.He holds an MS in Accounting from Pace University, an MBA from George Washington University, and a BA from the University of Maryland. Seth is a New Jersey and New York Certified Public Accountant and holds Series 7, 66, Life, and Health Insurance licenses. Alongside his professional work, he speaks on CPA and entrepreneurship topics, co-founded the sports site BackSportsPage.com, and hosts a weekly sports radio show.
Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Steve Loukas - CEO of Obsidian Energy - a TSX listed energy company with a market cap of approximately $600 million, and partner at FrontFour Capital Group - a value-based investment management firm. Stephen Loukas was appointed Interim President and Chief Executive Officer of Obsidian Energy Ltd. effective December 5, 2019 and elected to the Board of Directors following the 2018 Annual and Special Meeting. Mr. Loukas has vast experience in corporate transactions, capital markets and leadership. He is a partner, managing member, and portfolio manager at FrontFour Capital Group LLC, a value-based investment management firm. Mr. Loukas held roles including Director at Credit Suisse Securities where he was a Portfolio Manager and Head of Investment Research of the Multi-Product Event Proprietary Trading Group, and at Pirate Capital where he was a senior investment analyst. Mr. Loukas has also worked within the Corporate Finance & Distribution Group of Scotia Capital where he focused on the structuring and syndication of leveraged loans and high yield debt. Mr. Loukas started his career at restructuring firm Zolfo Cooper where he assisted corporate clients in the development and implementation of operational and financial restructuring plans. Mr. Loukas is a trustee of Cominar Real Estate Investment Trust, and received a B.A. in Finance and Accounting from New York University.Among other things we learned about Waterfloods, 14% Oil Recovery & Return of Capital in 2026.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Oilfield Rentals Platinum EndeavorsTreeline Well ServicesSupport the show
Accounting tech founder Duane Jackson lifts the lid on the limits of artificial intelligence in accounting, the suite-vs-best-of-breed battle, and why he'd be “very surprised” if he sold a third business to IRIS. The Kashflow and Staffology creator joins AccountingWEB technology editor Tom Herbert to to unpack the AI race, the shifting dynamics between suites and specialist tools, and why he's keen that his “redemptive” life story does not eclipse his ability to build a product. For full show notes visit: https://www.accountingweb.co.uk/tech/practice-software/duane-jackson-on-ai-suite-wars-and-the-fight-for-future-talent
Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
She Thinks Big - Women Entrepreneurs Doing Good in the World
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Ever wonder why finding “the right price” never seems to work?Because you're probably looking in the wrong place. This episode explains why your computer can't know your optimum price, why a little courage matters more than a calculator, and how testing real prices with real humans leads to better profit and saner hours.…Link to full shownotes: https://www.businessstrategyforcpas.com/373…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. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7
Two tales of corruption and deceit from the ancient world.SponsorsRoutable - http://ohmyfraud.promo/routableACFE - http://ohmyfraud.promo/acfeAssembly - http://ohmyfraud.promo/assembly 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 CALEBTwitter: https://twitter.com/cnewquistLinkedIn: https://www.linkedin.com/in/calebnewquist/Sources:Year of the Five Emperors [Wikipedia]Pertinax [Wikipedia]Didius Julianus [Wikipedia]Demosthenes, Against Zenothemis [Scaife Viewer]A MODERN INSTANCE OF ZENOTHEMIS V. DEMON [Michigan Law Review]Bottomry and Dumb-ass Fraud: Demosthenes 32 - Against Zenothemis [Ancient Classics via YouTube]
In this episode, Lee Reams II and Rebekah Barton break down the impact of Intuit's new $100M partnership with OpenAI and what it means for the future of the profession. Clients are no longer starting with Google or referrals. They're starting with AI — and they trust the answer.We cover:Why the compliance-first model is getting compressedHow AI has become the new referral sourceWhy advisory is not just for high-net-worth clientsThe human moat: what AI can't replaceThe Four Pillars of Trust in the AI eraHow narrative, positioning, and visibility determine who AI recommendsThis is not the end of the profession — it's the end of the old profession. Advisory-first firms will become the obvious choice. Here's how to thrive.
Join us this week for The Tech Leaders Podcast, where Gareth sits down with Kate Hayward, UK Managing Director at Xero. Kate talks about how AI can make life easier for small business owners, the new skills the next generation of accountants will need, and how organisations can manage maternity leave for the benefit of everyone. On this episode, Kate and Gareth discuss how gymnastics breeds discipline, why Britons are generally lacking in financial literacy, and the three things Kate looks for when starting a new job. Timestamps: Good Leadership and Early Career (1:45) Xero – The "Gangly Teenager Phase" (9:00) Career or Family, or Both… (13:00) Discipline and Gymnastics (20:30) Financial Literacy and Entrepreneurship (24:20) Xero and AI (31:35) New Skills for Accountants (42:30) Tips to stay Organised, and Advice for 21-year-old Kate (45:45) Hopes and Fears for Future of AI (48:00) https://www.bedigitaluk.com/
On Wednesday's "Connecticut Today," host Paul Pacelli wondered if it's time for the State of Connecticut to offer a non-profit "public option" healthcare insurance plan to help folks who are being priced out of the Affordable Care Act - or "Obamacare" (00:53). Fairfield GOP State Sen. Tony Hwang reacted after state regulators voted to block a proposed sale of the Aquarion Water Company (14:56). University of New Haven Associate Professor of Accounting, Finance, and Taxation Dr. Jim Mohs talked about a new report regarding the Trump White House's tariff policies (18:03). Finally, Hearst Connecticut Media Senior Columnist and Editor Dan Haar dropped by for his weekly update (23:34)
Ken Landau talks with CPA Seth Kamens, who offers tips for year-end tax tips frequently overlooked, record keeping requirements and on how to avoid penalties.
Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem
Live from the Accounting & Business Show Asia 2025 in Singapore, Heather chats with innovators about AI, e-invoicing, TikTok trends, cross-border payments and the evolving role of accountants in Asia Summary Heather Smith reports from the Accounting & Business Show Asia 2025 in Singapore, sharing floor interviews and key highlights. With strong Australian representation, she reflects on rapid regional digital transformation, cultural insights, and inspiring thought leadership. Main Topics: Singapore's digital drive: e-invoicing mandates and cheque phase-out Government-backed AI innovation via AI Singapore Roundtable on burnout, boundaries, and micro business sustainability TikTok insights and media habits reshaping communication Panel on women on boards and leadership pathways Interviews Include: Alvin Chia (OFX) – Cross-border payments with human-first support Marvin Galang (Jaz AI) – AI-native accounting software for Southeast Asia Bryan Sng (Simple AI) – AI agents automating accounting ops Kelvin Koh (Idently) – Face-key file security tech for sensitive documents Andrew Paton-Smith (Jazoodle) – 60-second forecasts & valuation KPIs Key Takeaways: The future of advisory is now AI is more than a buzzword in Singapore – it's a government initiative Accountants must embrace tech and set strong boundaries Social platforms like TikTok can't be ignored Representation, integrity, and courage are crucial for boardroom progress LinkedIn Posts from Singapore https://www.linkedin.com/posts/heathersmithau_abshowasia-accountingandaccountants-activity-7386538062283075584-1Vh2/ https://www.linkedin.com/posts/heathersmithau_acca-accountingandaccountants-abshowasia-activity-7386619905544056832-6Gdu/ https://www.linkedin.com/posts/heathersmithau_accountingandaccountants-abshowasia-activity-7386917433271439360-VY4Y/ https://www.linkedin.com/posts/heathersmithau_accountingandaccountants-abshowasia-activity-7386982271796490241-WgIh/ Contact details: Sponsor Offers: Here Xero http://xero.com/ Koren Wines https://www.linkedin.com/in/koren-wines/ Sarah Foo https://www.linkedin.com/in/sarah-foo-fca/ Alvin Chia https://www.linkedin.com/in/alvin-chia-a15a6b65/ OFX https://www.ofx.com/ Marvin Galang https://www.linkedin.com/in/galangmr/ JAZ https://www.jaz.ai/ Bryan Sng https://www.linkedin.com/in/bryansng/ SimpleAi https://simpleaiworks.com/ Kelvin Koh https://www.linkedin.com/in/nivlekoh/ Identi.ly https://identi.ly/ Andrew Paton-Smith https://www.linkedin.com/in/apatonsmith/ Jazoodle https://jazoodle.com/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU
Can you have a happy ending in a gay relationship?Today we meet Bobbie Smith and we're talking about the queer book that saved his life: Coming Out by Wallace Hamilton.Bobbie has been a community activist for 35 years. He helped found the Gay and Lesbian community council in Salt Lake City, Utah of which he was a member. He also founded the Sacred Fairies. Bobbie started the Stonewall Community Center in Salt Lake City, where he served as its first Librarian and donated over 1,000 books to that library. He has been a leader in the local leather community here in Minnesota since 2000. He is a props designer for various community theaters in the Twin Cities, primarily with Theatre in the Round.Wallace Hamilton was a novelist and playwright. His four novels include Coming Out and Christopher and Gay. He wrote fourteen plays and co-wrote the screenplay for Streetchild. He graduated from Harvard and was a World War II conscientious objector.Content Warning: This episode contains a description of a suicide attempt.Our BookshopVisit our Bookshop for new releases, current bestsellers, banned books, critically acclaimed LGBTQ books, or peruse the books featured on our podcasts: bookshop.org/shop/thisqueerbookComing Out is not available on Bookshop.org, but you can find copies at AbeBooks or Thriftbooks.Become an Associate Producer!Become an Associate Producer of our podcast through a $20/month sponsorship on Patreon! A professionally recognized credit, you can gain access to Associate Producer meetings to help guide our podcast into the future! Get started today: patreon.com/thisqueerbookCreditsHost/Founder: John ParkerExecutive Producer: Jim PoundsAssociate Producers: Archie Arnold, K Jason Bryan and David Rephan, Bob Bush, Natalie Cruz, Troy Ford, Jonathan Fried, Paul Kaefer, Joe Perazzo, Bill Shay, and Sean SmithPatreon Subscribers: Stephen D., Terry D., Stephen Flamm, Ida Göteburg, Thomas Michna, Sofia Nerman, and Gary Nygaard.Creative and Accounting support provided by: Gordy EricksonQuatrefoil LibraryQuatrefoil has created a curated lending library made up of the books featured on our podcast! If you can't buy these books, then borrow them! Link: https://libbyapp.com/library/quatrefoil/curated-1404336/page-1Support the show
Clean Biz Network Podcast | How To Start a 7-Figure Commercial Cleaning Company
AJ Simmons interviews Karen Denton on how she built a half a million dollar cleaning businessJoin us in Clean Biz Network! https://www.cleanbiznetwork.app/Get your Cleaning Business Automated! Visit https://cbnmastermindclass.biz/cbaweb...Join this channel to get access to perks: / @ajsimmonsonline Schedule a 1 on 1 Consultation: https://calendly.com/ajsimmonsLet my lead generation company to set bid appointments for you! Click here https://www.cleanbizcrm.com/leadgener...Follow: @AjSimmonsOnline on Instagram / ajsimmonsonline Need Business Insurance? Click this link https://nextinsurance.sjv.io/Ea23K9Need Business Credit? Apply at this linkhttps://americanexpress.com/en-us/ref...Need help with Accounting, Bookkeeping, and Taxes? This is the company that I use https://www.bench.co/partner/clean-bi...Thank you for watching, subscribing, liking, sharing, and commenting!!!!
Bypass the Algorithm, Sign up to the Punter Times Newsletter https://www.punterspolitics.com/pages/email-sign-up This episode breaks down why the Liberal-National Net Zero backflip is just political theatre designed to distract punters while Labor continues the same gas cartel scams, plus we grade Albo's abysmal transparency record and watch Cosplay Canavan pull off a masterful question dodge that would make any surfy kid proud. Buy Punters T-shirts Support We the Punters on PATREON What Punter are you? Take the Quiz! Buy Punters Stickers & T-shirts Be a dark money funder to help hire a lobbyist for the punters: https://chuffed.org/project/134297-fund-australias-first-punter-powered-lobbyistSee omnystudio.com/listener for privacy information.
In the final episode of the Big Four AI mini-series, Rob Brown explains how to stay credible and competitive as AI reshapes accounting. Learn why visibility is credibility, how to become the translator between humans and machines, and how to build fluency that turns fear into confidence.Key TakeawaysReputation now comes from visibility and proof of thinking.You don't need to code to stay relevant — you need to converse with technology.Judgment and communication define career security in the AI age.Fluency beats fear; clarity beats complexity.You can watch this on YouTube here: https://youtu.be/wdhpvc7-IwACome and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format. https://www.youtube.com/@accountingvoicesRob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrownIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.
FinTech Flo is back! Our top stories...The AI bubble is here, and the circular funding schemes look eerily similar to Enron. Plus: How an NBA executive allegedly stole $3.8 MILLION right under everyone's nose.
Links & ResourcesFollow us on social media for updates: Instagram | YouTubeCheck out our recommended tool: Prop StreamThank you for listening!
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------The All Aboard Coalition is a collaborative investment fund created by a group of established venture capital and private equity firms. It aims to raise $300 million by October and begin investing before the end of the year.Unlike early-stage seed funds, this one focuses on companies that already have validated technology and are now ready to expand into full-scale production.It will make equity or convertible equity investments between $100 million and $200 million per company.In simple terms, the All Aboard Coalition is positioning itself to fill the funding gap between early venture capital and large infrastructure financing, helping climate companies move from concept to commercial scale.Read full breakdown. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you're launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.
Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
In this conversation, Scarlett and Candice explore what it truly means to create an abundant life, one where money becomes a tool for purpose and possibility, not pressure. They discuss how shifting your beliefs, managing your finances consciously, and reclaiming your power can open the door to freedom, fulfillment, and joy in both life and business. In this episode, you'll hear about:Scarlett's journey from perfectionism and burnout to alignment and abundanceHow early money beliefs shape your current relationship with financesThe three key steps to becoming an “Abundant Alchemist”The difference between the “Relentless Reacher” and “Volatile Visionary” money typesWhy managing your money intentionally creates emotional peaceHow manifestation and strategy work hand in handPractical ways to reclaim your power and use money to design your dream life Creating an abundant life is possible for everyone, no matter where you're starting from. When you reclaim your power, align your mindset, and use your money as a tool for purpose, you can begin living the life you love. Starting today! About Scarlett:Scarlett, aka The Biz Hippie, helps coaches master money and own their worth so they can be fully supported by the work they love! Using a combination of tangible money management strategies and a variety of powerful coaching techniques, Scarlett helps her clients transform their mindset and relationship to money and strategically make their vision happen.Scarlett didn't always live life this way. At the age of 18, Scarlett had already begun her professional journey and was managing restaurants and pursuing a degree in Business Management, Accounting, and Finance. Her life was all business all the time, despite having horrible relationships (with both people and money), struggles with depression, head-to-toe eczema, and frequent migraines. It took a cannabis-induced near-death experience to shake her to her core and start a slow crawl from rock bottom.Scarlett swung her pendulum from full business mode to total hippie; becoming a life coach, yoga instructor, and reiki practitioner. It was when a coach friend of hers was struggling with money that she was inspired to bring together her experience, skills, and degree to support her!! This was the genesis of Empowered Abundance, a program that helps coaches and business leaders transition into their next level of abundance with all the tools they need to make conscious and aligned decisions.Scarlett is a certified coach through the World Coach Institute and a Level 2 Enlifted Coach. On a personal level, she is a total hippie and loves spending time barefoot outside, vibing with her family in drum circles, and using plant medicine in the jungle.Website: https://thebizhippie.comFree 30 Minute Connection Call: https://thebizhippie.com/activationLinkedIn: linkedin.com/in/scarlett-stanhopeFacebook: https://www.facebook.com/scarlett.stanhope/-----If you're struggling, consider therapy with our sponsor, BetterHelp.Visit https://betterhelp.com/candicesnyder for a 10% discount on your first month of therapy.*This is a paid promotionIf you are in the United States and in crisis, or any other person may be in danger -Suicide & Crisis Lifeline Dial 988-----Connect with Candice Snyder!Website: https://www.podpage.com/passion-purpose-and-possibilities-1/Facebook: https://www.facebook.com/candicebsnyder?_rdrPassion, Purpose, and Possibilities Community Group: https://www.facebook.com/groups/passionpurposeandpossibilitiescommunity/Instagram: https://www.instagram.com/passionpurposepossibilities/LinkedIn: https://www.linkedin.com/in/candicesnyder/Shop For A Cause With Gifts That Give Back to Nonprofits: https://thekindnesscause.com/Fall In Love With Artists And Experience Joy And Calm: https://www.youtube.com/@movenartrelaxationClick this link to receive your FREE TRIAL to The Greenhouse Communityhttps://www.thegreenhousecommunity.com/checkout/the-greenhouse-membership?affiliate_code=11e889
Alicia and Margie share recent QuickBooks Online features they've discovered while working in the platform. From drag-and-drop attachments in banking feeds to unexpectedly higher payment processing limits, they walk through the small improvements and changes that aren't always announced but can impact your daily workflow. Plus, they discuss the redesigned customer center and why the new advanced search filters are worth exploring.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Guest Welcome (00:48) - QuickBooks Online Refresh and New Features (02:48) - Banking Feeds Innovations (04:49) - Attachments and Tags in Banking Feeds (06:46) - New Payments Box and Sales Tax Issues (13:10) - QuickBooks Online for Accountants Beta (21:07) - Accountant Users Join Business Network (24:43) - Customer Center Beta Test (25:13) - Introduction to Customer Filters (26:25) - Feedback on the Money Bar (27:53) - New Search Filter Features (28:42) - Customer Status and Types (29:35) - Billing City Filter and Search Bar Issues (32:14) - Customizing Columns and Filters (33:54) - Advanced Transaction Search (38:39) - Upcoming Events and Conferences (41:31) - Conclusion and Final Thoughts LINKSProducts, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907Alicia's upcoming appearances:Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsMargie's Free Class Friday:www.akadian.com/lockerroomBUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampWe 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
In this episode of the Beacon Way podcast, host Adrienne Wilkerson welcomes a special guest, Steve Koscik, who has been the fractional CFO at Beacon for the past three years. Steve shares his extensive background, having previously served as a CFO for a Toyota-based material handling company. He discusses the substantial benefits of fractional CFO services, including financial clarity, KPI setup, cash flow optimization, and strategic decisionsupport. Steve explains the differences between fractional and full-time CFO roles, emphasizing mentorship and efficient financial systems. Additionally, the conversation covers how AI and tools like Giraffe are revolutionizing financial management. The episode concludes with insights on preparing effective business budgets and tips for financial planning. Don't miss out on understanding the significance of a fractional CFO and how it can transform your business!Links mentioned in today's episode:Think CFO: https://www.thinkcfo.net/ Connect with Steve on LinkedIn: https://www.linkedin.com/in/steve-koscik-cpa-mba/Email Steve at: steve@thinkcfo.net
Modern business demand that the professionals working for them have good understanding not only of their immediate responsibility but of the basics of all related functions as well. Working, managing or having responsibility for the accounts payable function, the accounts receivable function, purchasing, treasury and a myriad of other related fields requires knowledge of certain basic accounting functions. We'll take a look at some of them, but first, let's stat with some basic information to make sure we are all on the same page. #accounting #accountingbasics #accountspayable #accountsreceivable Watch next: Link to Master Accounting for AP in LESS than 30 Minutes https://youtu.be/dGJP6V5J9as Subscribe for more tips and insights like this: https://www.youtube.com/APNow?sub_confirmation=1 Looking for more of the most current business intelligence about + Best practices around your payment and accounts payable function + Current and new fraud protection protocols + The newest technology impacting your accounting, accounts payable, and payment functions + Career advancement +And much more!! +++++++++++++++++++++++ See most recent videos at: https://www.youtube.com/@APNow/videos See all short tips at: https://www.youtube.com/playlist?list=PLtL6rWSXZ-He5ELp9TP3wqQdHIbfIcFAB Learn more about AP Best Practices; Playlist at: https://www.youtube.com/playlist?list=PLtL6rWSXZ-HcvMSJTdNs0BCQJ0Ivb4l9V Learn more about Internal Controls in AP; Playlist https://www.youtube.com/playlist?list=PLtL6rWSXZ-HdV9JIterJ-bf6TwMset_z_ Looking for Automation insights: Playlist at: https://www.youtube.com/playlist?list=PLtL6rWSXZ-Hf_cZwQOcDZrYV4dA0oDVby
Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
She Thinks Big - Women Entrepreneurs Doing Good in the World
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Ever wonder what it really feels like to let go of a third of your clients?It's not spreadsheets and strategy.In this episode, Jan Schaffner, EA, shares how hard it was to release clients she genuinely cared about—and the fear that no one would stay or pay more.But when she finally did it, the reaction surprised her: the clients who valued her most were the ones who stayed.This episode is an honest look at what it takes to make space for better work, a calmer firm, and—finally—Sundays off in tax season.…Link to full shownotes: https://www.businessstrategyforcpas.com/372…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…Connect with Jan:https://www.schaffnertaxsolutions.com/…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7
Is private equity eroding the soul of the accounting profession? Blake and David unpack NASBA's PE task force, the BDO–First Brands meltdown, and why ‘appearance of independence' matters. They also break down the end of IRS Direct File, Intuit's TurboTax stores, the Supreme Court's skepticism of Trump tariffs, and a new IRS notices law. Plus: AI agents that fall for scams. Learn what these shifts mean for firms, auditors, and your clients this tax season.SponsorsRelay - http://accountingpodcast.promo/relay Cloud Accountant Staffing - http://accountingpodcast.promo/casBILL - http://accountingpodcast.promo/billChapters(00:00) - Welcome to The Accounting Podcast (01:16) - Viral Tweet and Personal Anecdotes (01:53) - Interview with Furloughed IRS Lawyer (05:45) - Government Shutdown Economic Impact (10:11) - Intuit's New Retail Stores and IRS Direct File Shutdown (14:30) - IRS Leadership and Controversies (17:28) - Trump's Pardons and IRS Math and Taxpayer Help Act (24:53) - Supreme Court Hearing on Tariffs (31:17) - Major Authority and the Power of the Purse (32:03) - AI Agents Falling for Scams (35:32) - NASBA's Private Equity Task Force White Paper (37:02) - Concerns Over Auditor Independence (49:10) - BDO and First Brands Scandal (01:02:35) - Wrap up and Final Thoughts Show NotesLongest Shutdown in History Costs U.S. Economy About $15 Billion Each Week https://www.cpapracticeadvisor.com/2025/11/05/longest-shutdown-in-history-costs-u-s-economy-about-15-billion-each-week/172368/IRS tells states Direct File 'will not be available' in 2026 https://federalnewsnetwork.com/it-modernization/2025/11/irs-direct-file-will-not-be-available-in-2026-agency-tells-states/Intuit to open 20 brick-and-mortar TurboTax stores+officeshttps://www.accountingtoday.com/news/intuit-to-open-20-brick-and-mortar-turbotax-stores-officesSocial Security, IRS Leader Bisignano Panned After Fiserv Stock Tanks https://401kspecialistmag.com/social-security-irs-leader-bisignano-panned-after-fiserv-stock-tanks/Trump Tariffs Face Supreme Court Challenge From Chicago Toymaker https://www.bloomberg.com/news/features/2025-11-02/trump-tariffs-face-supreme-court-challenge-from-chicago-toymakerSupreme Court justices appear skeptical that Trump tariffs are legal https://www.cnbc.com/2025/11/05/supreme-court-trump-trade-tarrifs-vos.htmlAICPA Applauds the Passage of the IRS Math and Taxpayer Help Act https://www.aicpa-cima.com/news/article/aicpa-applauds-the-passage-of-the-irs-math-and-taxpayer-help-actFirst Brands founder accused of looting company https://fortune.com/2025/11/05/first-brands-bankruptcy-founder-allegations-patrick-james/Are Alternative Practice Structures in Private Equity Considerations and Questions for Boards of Accountancy (NASBA White Paper) https://nasba.orgMicrosoft Gave AI Agents Fake Money to Buy Things Online. They Spent It All on Scams https://decrypt.co/347709/microsoft-ai-agents-fake-money-buy-online-they-spent-scamsNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
In this episode, we explore the FASB's new software cost guidance and its impact on accounting for internal‑use software—what's in scope, how to evaluate the revised capitalization criteria, the effective date and transition, and other key changes. We also take a deeper dive into AI‑related software development.In this episode, we discuss:0:00 – Background and scope on the FASB's new ASU on internal-use software costs11:10 – Capitalization criteria, including “significant development uncertainty”20:38 – Examples of evaluating “significant development uncertainty”30:50 – Other insights and updates related to the software costs guidance34:00 – Effective date of the ASU and transition methods37:41 – Accounting considerations for AI-related software developmentFor more: FASB updates software cost guidance, Software costs guideAlso, be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.About our guestsPat Durbin is a PwC National Office Deputy Chief Accountant. He has over 30 years of experience consulting with our clients and engagement teams on complex accounting matters, including issues related to revenue, compensation, income taxes, and inventory under both US GAAP and IFRS.Mike Coleman is a partner in PwC's National Office who specializes in accounting for revenue and software arrangements and has served technology clients for much of his career. In addition, Mike has represented the firm on the AICPA Software Task Force.About our hostHeather Horn is the PwC National Office Sustainability and Thought Leader, responsible for developing our communications strategy and conveying firm positions on accounting, financial reporting, and sustainability matters. In addition, she is part of PwC's global sustainability leadership team, developing interpretive guidance and consulting with companies as they transition from voluntary to mandatory sustainability reporting. She is also the engaging host of PwC's accounting and reporting weekly podcast and quarterly webcast series.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.comDid you enjoy this episode? Text us your thoughts and be sure to include the episode name.
Since Democrats decided to shut down the government over Affordable Care Act subsidies, now's a good time for a deep dive into what they're even talking about. John Hopkins professor Dr. Ge Bai walks us through the ACA subsidies, the hidden mechanics behind the Affordable Care Act, and its illusion of "affordability." Dr. Bai shows us how regulations and subsidies have quietly reshaped the healthcare market - and how the free market can make it work for patients again. Ge Bai, PhD, CPA is a Professor of Accounting at Johns Hopkins Carey Business School and Professor of Health Policy & Management (joint) at Johns Hopkins Bloomberg School of Public Health. An expert on health care accounting, finance, and policy, Dr. Bai has testified before the House Ways and Means Committee and the Senate HELP Committee, written for the Wall Street Journal and the Washington Post, and published her studies in leading academic journals such as the New England Journal of Medicine, JAMA, and Health Affairs. Find her on X at @GeBaiDC and read her recent WSJ oped here: https://www.wsj.com/opinion/let-the-obamacare-enhanced-premium-subsidies-expire-16ef7e1b