Podcasts about Accounting

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/  

THE accounting tech news round-up! Still at full strength again this week's episode - Sponsored by FreeAgent - the Digital Disruptors crew (Ryan, Indi & John) cover a packed episode of Digi-Tools in Accrual World – and there's no shortage of opinion. Headlines this week: - The Big Four slash graduate intake – has AI killed the accounting career ladder? - RSM US pledges $1 billion to agentic AI – bold move or headline fodder? - Karbon's latest roadmap: task automation, upgraded portals, and smarter inboxes - FYI and BGL link up for automated cosec workflows - Joiin launches an Excel add-in and AI insights for finance teams - Socket drops a slick new leads module – CRMs beware - Visma eyes up a London IPO (yes, London – not New York) - Digits rolls out AI agents that are 8,500x faster than your average bookkeeper (literally) Expect rants. Expect heat. Expect the kind of fintech and accounting tech commentary you don't get anywhere else. Whether you're watching the big AI plays, checking in on SaaS product updates, or just here for the banter – it's all in this week's pod. 00:00 Coming up on this episode:? 00:47 Welcome to the Digi-Tools in Accrual World podcast Accounting Tech App news 06:23 Big four slash graduate jobs for AI 12:15 Karbon product roadmap 14:22 Visma picks London to IPO 17:01 Socket Leads module released in beta 19:03 FYI BGL integration 21:03 New Joiin features 23:09 RSM US to invest $1b in agentic AI 27:09 Digits adds AI agents 30:37 Liked the pod? Let us know!

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Confidence might not be the first skill that comes to mind in accounting, but it could be the most powerful one. In this episode, Nicole Kehl sits down with CPA MOMS founder Mayumi Young to explore the quiet epidemic of self-doubt among women in the profession. They unpack how imposter syndrome, lack of representation, and perfectionism often hold women back—and what to do about it. If you've ever felt like you're not "ready enough" to step up, this episode is for you. Enjoyed this episode? Join a network of like-minded women at http://cpamoms.com/start and get the support you need to build the practice you want.

Leaders must decide whether to follow the money—or protect their independence.Accounting InfluencersWith Rob BrownIn a striking shift that's redefining the accounting profession, private equity is no longer circling—it's landed. On a recent episode of the Accounting Influencers Podcast, host Rob Brown breaks down what might be the most transformative trend facing accounting firm leaders today: the rapid influx of private equity (PE) into the industry. MORE Accounting Influencers with Rob Brown "Would you sell half of your accounting firm to a private equity firm for a billion dollars?" Brown asks. “Because some of the biggest names in our industry already have.”And they're not small names. Baker Tilly, the 10th largest U.S. accounting firm, recently sold more than 50% of its business to a private equity firm. Grant Thornton did the same. The motivations are clear: stay competitive, invest in technology, attract top-tier talent, and survive the pressures of a changing profession.The episode lays out the perfect storm: firms are grappling with shrinking margins, relentless competition, and a talent shortage unlike any in recent history. Against this backdrop, private equity offers a lifeline—cash, resources, and a roadmap for accelerated growth.But the promise comes with caveats.“With that capital comes leverage and debt,” Brown warns. “Is this injection of cash helping firms stay relevant, or is it putting them at risk of losing their independence?”

Grab the 1 hour Q&A with Canopy CEO Davis Bell here! https://www.getcanopy.com/blog/ask-jason-staats-anythingThe video about using AI for research https://youtu.be/OkI0tdeYuSM?si=UtiY66c1CbtEHeGGCheck out the AI assistant for this podcast! https://www.delphi.ai/jasonstaatsMy guide to building out your tech stack https://youtu.be/civmOqx6Td8?si=ktGVlzuAODM8TSu9

In this episode of the Industrial Real Estate Show, I sit down with Clint Murphy, a seasoned finance and real estate professional with over $2 billion in transaction experience. We explore how investment theses are shaped in both residential and industrial markets, and how different asset types can be compared to blue-chip, dividend, and growth stocks. Clint shares his experience transitioning from CFO to developer, breaking down the real risks and complexities of the development cycle. We also dive into land constraints, zoning issues, shifting market conditions, and why deep expertise matters more than ever in today's uncertain landscape. Whether you're a real estate investor, developer, or just curious about how big deals come together, this episode is packed with insight.About Clint:Clint has been in finance and real estate for 25+ years, including eight years at KPMG and 10 years as the CFO for one of Vancouver's largest developers where he oversaw IT, Tax, Capital, Finance and Accounting. In the last fourteen years, Clint has been involved with the acquisition, development and delivery of over $2 billion of real estate. When he's not at work, you can find him reading a book, hosting a podcast, writing a newsletter or spending time with his wife and two teenage boys at the rink or football field.Connect with Clint:The Growth Guide: https://thegrowth.guide/Frame Properties: https://www.frame.properties/X: https://x.com/IAmClintMurphy--

This Podcast Is Episode 636, And It's About The Three Pillars Of A Profitable Construction Business Running a small construction business is no small feat. You're on job sites one minute, sending invoices the next, and trying to line up your next project after that. It's a constant juggling act—and without the right systems, it's easy to fall behind or burn out. As construction bookkeeping specialists, we work with small contractors who are incredibly skilled in their trade but often feel overwhelmed when it comes to running their businesses. And over the years, we've noticed a pattern: the most profitable, low-stress companies all focus on the same three areas: 1. Getting the Right Jobs (Marketing) 2. Managing the Money (Accounting) 3. Delivering Profitably (Production)   Let's break down how each of these pillars supports a stronger business—and how you can tighten them up, starting today. Pillar 1: Marketing – Attracting the Right Jobs Marketing isn't just about having a nice logo or handing out flyers; it's about creating a lasting impression. For construction businesses, effective marketing means attracting the kind of clients and projects that align with your skills, values, and profit goals. The Mistake: Chasing Every Lead Many small contractors try to say yes to every inquiry, especially when work is slow. But not all jobs are created equal. Some clients haggle, delay payments, or expect champagne results on a beer budget. Taking those jobs to stay busy can ultimately cost you money. The Fix: Focused, Consistent Outreach Start by defining: Your ideal client (residential vs commercial, budget level, style) Your best services (bathroom remodels, decks, renovations, etc.) Your service area (so you don't waste time driving) Then, build a system around that. A few simple but effective ideas: Post before/after photos on social media Ask every happy client for a review or referral Keep your Google Business Profile updated Reply to inquiries promptly with a professional estimate Believe it or not, even your invoice can be a marketing tool. Clean, well-structured paperwork signals professionalism and builds trust, making clients more likely to refer you. Pillar 2: Accounting – Controlling the Money This is the part where most contractors feel out of their depth—but it's arguably the most important. If you don't know your numbers, it's almost impossible to price accurately, manage cash flow, or plan for growth. The Mistake: Guessing at Prices and Profits Many small construction business owners rely on their gut instinct to price jobs or determine if they're making a profit. But guessing leads to underbidding, unpaid labor, or worse—projects that cost you money to finish. The Fix: Job Costing + Cash Flow Awareness At a minimum, you should know: How much does each job cost (LMOS™) How much do you need to earn per day/week to stay profitable What your cash flow looks like over the next 30–60 days This is where we provide the most assistance to contractors. With a sound bookkeeping system in place (like QuickBooks set up for construction), you can: Track expenses by project Compare estimated vs. actual costs See real-time profit/loss reports Prepare for taxes before tax season hits You'll be shocked how much easier it is to raise your rates (or say no to low-ball jobs) when the numbers back you up. Pillar 3: Production – Delivering Projects Profitably You're likely already focused on the work itself. But being great at building isn't enough—you also need to finish jobs on time, avoid scope creep, and manage subs and materials efficiently. The Mistake: Letting Projects Drift If you're not tracking timelines, labor hours, or change orders, even a small project can run away from you. That eats into your profit and frustrates clients who were expecting more transparent communication. The Fix: Simple Project Controls You don't need fancy software to keep projects on track. A few simple steps go a long way: Break the job into clear phases (and invoice accordingly) Use a whiteboard or app to track material orders and deliveries Document change orders and get them signed before moving forward Track hours worked (yours and your crew) against the budget From a bookkeeping perspective, this is a gold mine. Suppose you log labor and material costs against each job. In that case, you'll build a library of real-world data that makes your future estimates sharper and your scheduling more realistic. Your M.A.P. - How the 3 Pillars Work Together Here's the magic: these three areas aren't separate—they support each other. Marketing brings in better jobs. When you know your numbers, you can market confidently and say "no" to bad fits. Accounting keeps your pricing and cash flow in check. When you price reasonably, you can afford to deliver great work without cutting corners. Production builds your reputation and efficiency. When you finish jobs on time and budget, clients rave—and your marketing takes care of itself. It's a flywheel: each pillar makes the others stronger. Final Thoughts You don't need to be a large company to run a professional and profitable construction business. You need to build a foundation around these three pillars: Market to the right clients Know your numbers Deliver on your promises And you don't have to do it alone. As construction bookkeeping specialists, we help small contractors like you establish the systems that reduce stress, protect profits, and set you up for long-term success. Ready to Strengthen Your Foundation? Let's talk. We'll help you: Set up job costing that works Understand your cash flow and overhead Clean up your invoicing and reporting Build confidence in your numbers—so you can grow with clarity You can book a free 30-minute consultation today, and let's get your business running on all three pillars.

In today's episode of the Second in Command podcast, Cameron is joined by Jennifer Barnes, CEO and Founder of Optima Office, a fractional CFO service provider.During the conversation, you'll get a glimpse behind the curtain of business leadership to explore one of the most misunderstood yet essential disciplines for sustainable growth. Cameron and Jennifer discuss how executives can move from instinct-driven decisions to data-informed strategies, and why the ability to forecast with precision might be the difference between thriving and simply surviving. With real-life examples and personal anecdotes, Jennifer highlights how even successful leaders can miss critical signs when they aren't looking in the right places.You'll hear cautionary tales from companies that looked strong on the surface but were blindsided by deeper operational missteps. These stories serve as powerful reminders that misjudging certain internal dynamics can have cascading effects—especially when scaling, managing rapid change, or weathering financial uncertainty. Yet, within each challenge lies a roadmap toward clarity, if you're willing to look under the hood.Whether you're an entrepreneur wearing too many hats or part of a leadership team seeking sharper insights, this episode sheds light on how the right support structure can bring discipline, flexibility, and strategic alignment to your organization.If you've enjoyed this episode of the Second in Command podcast, be sure to leave a review and subscribe today!Enjoy!In This Episode You'll Learn:The differences between the roles of a CFO and a controller, including why a CFO looks forward to strategy and forecasting, while a controller focuses on historical accuracy and processes. (0:14)Common pain points such as not knowing gross margins by customer or product, and the importance of understanding these metrics. (8:35)The process of balance sheet cleanup and the importance of having accurate balance sheet accounts to ensure the P&L is correct. (14:11)Creating a P&L budget, balance sheet forecast, and cash flow forecast to predict future financial performance. (16:20)The potential for fractional CFOs to help companies build out their finance teams and eventually replace themselves as the company grows. (22:24)And much more...Guest Bio:Jennifer Barnes is the CEO and Founder of Optima Office, a firm that provides outsourced accounting, fractional CFO, and human resources support to nearly 300 companies nationwide, with a strong focus on the West Coast. With a commitment to flexibility and employee satisfaction, Optima operates on an hourly billing model and embraces a hybrid work environment, guided by the motto “Happy Staff = Happy Clients.” Jennifer earned her Finance and Marketing degree from the University of Arizona, completed her MBA at San Diego State University, and brings over 15 years of experience as a Controller. She has received numerous accolades, including SDBJ's Woman of the Year and the Top 50 Women of Influence in Accounting and Finance. Jennifer currently serves on several boards and is active in multiple leadership and mentorship organizations.Resources:Connect with Jennifer: Website | LinkedInConnect with Cameron:

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/  

What happens when AI decides who gets promoted and who gets fired? Blake and David dive into the shocking reality that 60% of managers now use AI for HR decisions, with over 20% letting algorithms make final calls without human oversight. They explore a Stanford study revealing that tax preparers are the #1 profession seeking automation, but only for basic calendar scheduling. Plus, discover why young Americans now rank health over wealth as their top measure of success, and how this generational shift is reshaping talent recruitment in accounting.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casKeeper - http://accountingpodcast.promo/keeperChapters(01:27) - Tax Prom: The Must-Attend Event (04:15) - AI in HR: Promotions and Firings (08:48) - AI in the Workplace: Automation and Worker Preferences (13:32) - AI Adoption and Security Concerns (18:21) - AI Training and Education in Firms (24:01) - Armanino's New AI-Powered Data Warehouse (33:07) - The Annoying Know-It-All Employee (33:18) - The Perfect AI Assistant (35:48) - Young People's Values on Success (38:55) - Global Perspectives on Success (41:23) - The Talent Shortage in Accounting (43:10) - Unlimited PTO and Burnout (46:53) - Tariffs Update (50:42) - The Big Beautiful Bill (01:03:52) - IRS Staffing Cuts and Refund Delays (01:08:26) - Conclusion and CPE Information  Show Notes  Half of Managers Use AI To Determine Who Gets Promoted and Firedhttps://www.resumebuilder.com/half-of-managers-use-ai-to-determine-who-gets-promoted-and-fired/Future of Work with AI Agentshttps://futureofwork.saltlab.stanford.edu/Future of Work with AI Agents: Auditing Automation and Augmentation Potential across the U.S. Workforce https://arxiv.org/abs/2506.06576 What workers really want from artificial intelligence https://hai.stanford.edu/news/what-workers-really-want-from-artificial-intelligence Big 4 Firm Discovers That Bragging About AI Efficiencies Leads Clients to Expect a Discounthttps://www.goingconcern.com/big-4-firm-discovers-that-bragging-about-ai-efficiencies-leads-clients-to-expect-a-discount/ Monday Morning Accounting News Brief: PwC Clients Ask For an AI Discount; Big 4 Firms Losing Hundreds of Partners https://www.goingconcern.com/monday-morning-accounting-news-brief-pwc-clients-ask-for-an-ai-discount-big-4-firms-losing-hundreds-of-partners-6-30-25/ Armanino planning data warehouse service, used AI for development https://www.accountingtoday.com/news/armanino-planning-data-warehouse-service-used-ai-to-help-development Bolt's millennial founder has just ‘killed' its unlimited PTO perk because it was actually causing burnout https://fortune.com/2025/07/02/bolt-millennial-founder-ceo-ryan-breslow-killed-unlimited-pto-burnout-mandatory-four-weeks-paid-vacation-fintech-startup/ Agentic Misalignment: AI Agents in Corporate Environmentshttps://www.anthropic.com/research/agentic-misalignment Relationships, health and financial stability are the defining priorities for Gen Z, according to new EY survey https://www.ey.com/en_gl/newsroom/2025/05/relationships-health-and-financial-stability-are-the-defining-priorities-for-gen-z-according-to-new-ey-survey 2025 Technology Perceptions Survey https://www.intapp.com/2025-tech-perceptions-survey/ Trust, attitudes and use of artificial intelligence https://kpmg.com/us/en/articles/2025/trust-attitudes-and-use-of-artificial-intelligence.html Tax Foundation Tax Prom 2025 https://taxprom.comNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebo...

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Jim Dzundza, Staff Product Manager for QuickBooks Accounting Automation, joins the show to demonstrate the revolutionary AI features rolling out in QuickBooks Online's new platform. From PDF statement uploads that eliminate manual data entry to intelligent anomaly detection that automatically flags unusual transactions in financial reports, these tools are designed to reduce bookkeeping time without replacing human expertise. Jim walks through live demos of the collaboration tools, AI-powered reconciliation, and the accounting agent's ability to surface potential errors and duplicates before they become problems.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:31) - Jim's Journey with QuickBooks (04:35) - New QuickBooks Online Platform (07:14) - AI Agents in QuickBooks Online (11:17) - Bank Feed Enhancements (18:30) - AI-Powered Reconciliation (19:59) - Error Resolution Process (20:52) - AI Reconciliation and Duplication Detection (21:45) - Release Timeline for New Tools (22:35) - Anomaly Detection in Financial Statements (26:16) - Demo of Anomaly Detection Tool (37:00) - Future Enhancements and Feedback (40:59) - Conclusion and Upcoming Training Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comAlicia's QBO Hands-on Training starts July 21! http://royl.ws/QBO-complete?affiliate=5393907Intuit's Accountants Toolkit 2025, https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharingIntuit's Data and Security Page: https://www.intuit.com/privacy/statement/ Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

What happens when a homeless 21-year-old musician transforms into a financial leader negotiating $20 billion deals at Google? Devon Coombs shares his remarkable journey from living in his car after his recording studio failed to becoming an ASC 606 revenue recognition expert who helped shape multibillion-dollar cloud contracts. You'll discover how he leveraged technical accounting expertise to leapfrog traditional career paths, why he cold-called a thousand controllers as a first-year auditor, and his predictions for how AI will transform accountants into "orchestrators" rather than individual contributors. Plus, learn why he's leaving Google to build a consulting practice focused on helping the profession adapt to an AI-driven future.Chapters(00:54) - Devon's Early Struggles and Music Industry Journey (02:59) - Transition to Accounting and Education (04:52) - Challenges and Lessons from the Recording Studio (06:58) - Impact of Automation and AI on Careers (12:59) - Devon's Path to Success in Accounting (17:59) - Early Career at Deloitte and Winning Business (22:45) - Transition to Smaller Firm and ASC 606 Insights (25:36) - Deep Dive into ASC 606 (28:06) - Becoming an Expert in ASC 606 (31:13) - Transition to Google and Work-Life Balance (34:18) - Negotiating Billion-Dollar Deals at Google (37:45) - The Role of AI in Accounting (48:20) - Leaving Google for Principal Consulting Group (51:49) - Conclusion and Future Collaborations Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Devon CoombsLinkedIn: https://www.linkedin.com/in/devoncoombs/Website: https://www.devoncoombs.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

In a recent Forbes article, Paul Peterson, CPA, CEO and managing partner of Wiss, wrote that if you were designing the accounting profession from scratch today, it wouldn't look anything like the version most firms are still trying to maintain. Paul joins us for a discussion about how firms are adapting to the changes in career expectations, shifting client expectations, the impact of AI and more. Resources:Disruption In Accounting: The CPA Shortage Meets the Rise of AI (Paul's Forbes article)Firm Management Knowledge HubCPA Pipeline Knowledge Hub

AI is becoming increasingly important in managing, analyzing, and optimizing investments and influencing how we navigate the interdependencies of capital and data flows, reporting, and legal and regulatory requirements in the private markets.  This discussion between experts Andreas Dal Santo of BlueVal, Chandu Chilakapati of Aprio, and Prof. Michael Weinberg of Columbia Business School – practicing experts in finance, investment, and valuation - highlights many of the benefits, challenges, and future potential of AI in the world of alternative investments and financial instrument valuation.   AI encompasses numerous subcategories, each with different applications, risks, and opportunities No clear uses for AI in alternative investments and valuation without continued human oversight AI might result in some industry jobs being lost, but there will likely also be new types of jobs created Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests:   Chandu Chilakapati, Aprio Andreas Dal Santo, ABV, CFA, BlueVal Michael Weinberg, Adjunct Professor, Columbia Business School Host: Howard Mah-Lee, Senior Manager, AICPA Valuation Services Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com  RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online Accounting and Valuation guides from AICPA  If you are an AICPA-FVS Section member see below for free access to these guides Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies The FVS Valuation Podcast archives Using AI In Your Valuation Practice Valuing Complex Financial Instruments Valuation Considerations in Equity Compensation  LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

Even though the ceasefire with Iran holds, there are still many questions that we've been left with: is Khameini still alive? What does "Death To America" really mean? Is there a dictator on earth that Tucker Carlson doesn't fawn over? We get into all of that, plus the latest on Bibi's meeting with the President, as well as the latest in the Trump - Musk rumble. Recorded on location. ________ ** Launch your career today! TTI now offering a women's Accounting course with classes and job placement! Sign up for a free Webinar: ** https://testingandtraining.com/tti-career-webinar/ Call: 877-RING-TTI ________ ** Reserve Now! A Five Star Experience With Project Mesorah's trips! ** Project Mesorah's upcoming trips are, in the words of Rabbi Spero "Life Changine." But if you want private tours with amazing chefs, tour guides, and speakers, Project Mesorah has you covered! Plus, part of the entire trip is tax deductible. Visit them at: https://www.projectmesorah.org/ Or call: 845-570-1943 ________ ** Town Appliance - For All Of Your Appliance Needs! ** No matter the budget, Town Appliance will get you the right appliance for your needs and give you the most value for your money. https://www.townappliance.com/ Call/Text/Whatsapp: 732-364-5195 ________ ** BONUS CONTENT AVAILABLE NOW BY PHONE! ** Subscribe At: 605-417-0303 If you're having an issue connecting to our call-in number: Alternate number: 605-562-3525 To Call In From Israel: +053-243-3287 ________ Get official KC swag and show your support to the world! https://kiddushclubmerch.com ________ Subscribe now to keep us going and access bonus content! https://buymeacoffee.com/kiddushclub/membership ________ Follow us: Instagram: https://www.instagram.com/kiddushclubpodcast/ Twitter: https://twitter.com/kiddushclubcast Join our WhatsApp chat: https://2ly.link/27DRp Send us you thoughts comments and suggestions via email: hock@kiddushclubpodcast.com  

Spend all day in your Inbox? Mark Kuka cut his hours from 84 to 45 a week, replaced 20% of his revenue after firing high-maintenance clients, and still grew. Hear how “Simple Systems, Free Time” helped him get control, reduce stress, and make space to go fishing with his son.Mark's websitehttps://jaxlegalcpa.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/356…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

In this episode, Dylan Silver interviews Mike Ballard, co-founder of Camino Verde Group, a real estate investment company based in Henderson, Nevada. They discuss Mike's journey into real estate, the growth of Las Vegas, and the importance of networking and capital raising in the real estate industry. Mike shares insights on how he started investing passively, the founding of Camino Verde, and the strategies they employed to scale their business and raise capital effectively. The conversation highlights the significance of building relationships and the benefits of being involved in the real estate community.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Join Roger Knecht on “Building the Premier Accounting Firm” as he interviews Lera Kooper, owner of a CPA business advisory firm, about her journey of acquiring and growing accounting firms, and her strategies for offering high-value CFO and advisory services. Discover how Lera transitioned from a tax-driven model to a balanced approach, emphasizing monthly recurring revenue and strategic client relationships. Learn practical insights into firm valuation, service pricing, and team management for accounting professionals. Key Takeaways: Acquire Strategically: Focus on firms with high-growth potential and leverage technology to integrate them efficiently. Shift to Advisory: Transition from compliance-driven services to strategic advisory roles to increase client value. Price Effectively: Set competitive prices for CFO and advisory services, considering the complexity and client size. Build a Strong Team: Invest in team development and create opportunities for them to deliver high-quality advisory services. Plan for Exit: Build your business with the end in mind to maximize its value, regardless of your exit strategy. Featured Quotes: Lera Kooper: “The tax return should just be a box you have to check at the end of the year and not the reason you start a conversation with your cpa.” Lera Kooper: “Hard things are hard because they're hard. So if you're waiting around for things to get easier or a better time, it's just not going to happen and you're delaying progress.” Behind the Story: Lera's path into accounting began with her father's practical advice. After gaining experience in a CPA firm, she recognized the need for more client-focused advisory services. Partnering with a former employer, she embarked on a journey of acquiring firms, shifting their focus, and building a team capable of delivering high-value CFO services. Her story highlights the importance of strategic planning, client relationships, and team development in building a premier accounting firm. Top 3 Highlights: Strategic Acquisitions: Acquire firms for growth, focusing on client potential and tech integration.

In this episode, panelists discuss recent tax legislation with tax accounting implications and review current income tax accounting concepts. 

We continue our lease accounting podcast miniseries with an episode focused on embedded leases. Some arrangements to provide services or purchase inventory rely on the use of a specific asset to fulfill the contract. Even if the word “lease” doesn't appear, the rights conveyed to the customer may still meet the definition of a lease—shifting the transaction from simply purchasing services or goods to leasing an asset. We explain why identifying an embedded lease is critical and how it can significantly impact the accounting and financial reporting for both customers and suppliers.In this episode, we discuss:1:40 – An overview of embedded leases and common arrangements6:50 – Determining whether an arrangement contains a lease24:07 – Allocating contract consideration to lease and nonlease components34:19 – Available practical expedients39:01 – Accounting and reporting implicationsFor more information, see chapter 2 of our Leases guide and chapter 4 and 5 of our Revenue from contracts with customers guide. You can also listen to the other episodes in this series:Lease accounting reset - Presentation and disclosureLease accounting reset - Modifications and terminationsLease accounting reset – Variable rentsBe sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to for the latest thought leadership.About our guestsMarc Jerusalem is a PwC National Office managing director specializing in leasing. Marc consults with clients on complex lease accounting issues and is a frequent contributor to many related PwC National Office publications.Pat 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.About our guest hostGuest host Diana Stoltzfus is a partner in the National Office who helps to shape PwC's perspectives on regulatory matters, responses to rulemakings and policy development, and implementation related to significant new rules and regulations. Prior to rejoining PwC, Diana was the Deputy Chief Accountant in the Office of the Chief Accountant (OCA) at the SEC where she led the activities of the OCA's Professional Practices Group.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.

Is there any theology in the religion that I grew up in that is meaningful? Or is it just hate with a halo?Today we meet Paul Cram and we're talking about the queer book that saved his life: Christianity, Social Tolerance, and Homosexuality by John Boswell.Described as “Honest, a little quirky,” Paul is a Twin Cities-based character actor, book lover, and multimedia designer. For over 15 years, he has been performing in films and onstage. He's shared the screen with Woody Harrelson, Cillian Murphy, and Susan Sarandon. He stars in the upcoming film Anniversary, directed by Jim Cole. For the short film To Myself he was nominated for Best Actor at Z-Fest. A voracious reader, Paul launched the monthly “Men-Who-Read” nonfiction book club in 2019 which now has over 85 book lovers. Paul serves as the chair of Education and Outreach with SAG-AFTRA Twin Cities Local.John Boswell's landmark book Christianity, Social Tolerance, and Homosexuality is credited with launching the field of gay and lesbian studies. Winner of the National Book Award, this study of Christianity's history of homosexuality in the early West revealed the Church's radically different relationship to its gay members, including priests, bishops, and even saints. There is a documentary of Boswell and his work called Not A Tame Lion. You can watch it for free on Tubi: https://tubitv.com/movies/723518/not-a-tame-lionConnect with Paulwebsite: iampaulcram.cominstagram: @iampaulcramMen Who Read Book Club: paulcramactor.com/home-twin-cities-book-club-for-menOur 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/thisqueerbookBuy Christianity, Social Tolerance, and Homosexuality: https://bookshop.org/a/82376/9780226345222Become 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, 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-1Join us in helping Lambda Literary raise $20k for The Writers Retreat for Emerging LGBTQ Voices to ensure all writers can attend. Donate here: http://bit.ly/3RjW51aSupport the show

We're looking forward to Bridging the Gap 2025 at The Unique CPA, and on Episode 219, Randy sits down with Denise Thomas, founder of the Effective Communication Coach, about her journey into effective communication and leadership. With over two decades of experience working with Fortune 500 companies and educational institutions, Denise shares insights on the importance of effective communication in transforming professionals into extraordinary leaders, and previews her BtG keynote, “Leading from Within: Embracing Your Best Self with Authentic Mind and Powerful Leadership.” From personal leadership growth and embracing vulnerability, to fostering innovation within organizations, you definitely want to catch Denise's insights into leadership and making communication work for you and your organization. Get the full show notes and more resources at TheUniqueCPA.com

How are you abiding in Christ and seeking God in business and life?In this episode, Jeff, Jeff, and Randy discuss: Following through on what you start.Being intentional about your faith in business.Ministering to your employees and your clients.Let God show you your priorities.  Key Takeaways: Discover how God has made you. The more you can cooperate and develop that, the more the magic will happen.There is power in giving people a hand up, not just a handout.Consider tithing your time - designate some of your hours as intentional time with God or with the ministry for His Kingdom.God's calling and God's timing are often different.  "If you're sensing God's calling you to something, listen to that and start pursuing that, start preparing for that. Ensure it's from God and that He wants you to do that, and what your role is, then what the timing is." —  Randy Price About Randy Price: Randy and Susan Price opened Right at Home in March of 2009 after they saw the fast-growing care needs of seniors in Northeast Texas. Having a father who had Lewy Body dementia (an ugly combination of Alzheimer's and Parkinson's diseases), Randy is even more passionate about caring for the patients and the caregivers.Before opening Right at Home, Randy and Susan served for 2 years as missionaries in Mexico. Previous to that, Randy worked in leadership roles in manufacturing for 17 years. Randy has a BA in Economics with a secondary emphasis in Accounting from the University of Texas at Austin.  After years of prayer, counsel & thought, Randy decided to establish Community for Hope (https://communityforhope.net/testimonials/) to more effectively minister to his 400+ employees across 10+ offices in East Texas. Randy and Susan have been married for 39 years and have seven children, six in-laws, and nine grandchildren! Randy and Susan are very involved and actively serve at Sylvania church in Tyler, Texas.  Connect with Randy Price:Website: https://communityforhope.net/Website: https://www.rightathome.net/northeast-texasLinkedIn: https://www.linkedin.com/in/randy-price-cfo-csa-0913a110/   Connect with Jeff Thomas: Website: https://www.arkosglobal.com/Podcast: https://www.generousbusinessowner.com/Book: https://www.arkosglobal.com/trading-upEmail: jeff.thomas@arkosglobal.comTwitter: https://twitter.com/ArkosGlobalAdvFacebook: https://www.facebook.com/arkosglobal/LinkedIn: https://www.linkedin.com/company/arkosglobaladvisorsInstagram: https://www.instagram.com/arkosglobaladvisors/YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

Accounting standards can have quite an impact on surety, but how is the surety industry involved in shaping those standards? Dive into this episode of Let's Get Surety as we talk with David Pesce, Head of Surety with Munich Re Specialty - North America, about the Financial Accounting Standards Board (FASB) and its Private Company Council (PCC). Discover how these groups shape financial reporting and why and how surety professionals can get involved. Tune in for insights, examples, and how you can be part of the process! With special guest: David Pesce, Head of Surety, Munich Re Specialty - North America Hosted by: Kat Shamapande, Director, Professional Development, NASBP and Mark McCallum, CEO, NASBP Sponsored by Old Republic!

What truly accelerates your treasury career? It's not just what you know - it's who knows you.In this episode, we uncover how relationship-building, mentorship, and showing up authentically can propel you from entry-level analyst to treasury leader.Sherri Nicole Speaks is the Vice President, Treasury at JBT Marel Corporation, a leading global provider of technology solutions to the food and beverage industry, headquartered in Chicago.On this episode Sherri shares her extraordinary career journey. From being laid off during the 2007 subprime mortgage crisis to leading treasury operations for a global food technology company, Sherri offers invaluable insights into personal growth, professional development, and the power of saying “yes.”A lifelong Chicagoan, Sherri holds a BA in Economics from the University of Illinois and both an MBA and a Master's in Accounting from Keller Graduate School of Management. She has been an active contributor to the Association for Financial Professionals (AFP) for over 15 years and was elected to the AFP Board of Directors in 2024.Main topics discussed:How Sherri transitioned from subprime mortgage underwriting to treasury by starting over as an assistant.The moment she realized treasury could be a fulfilling, long-term career.Why building internal and external networks was critical to her career advancement.The pivotal role of mentors and allies - especially her experiences with supportive leaders at ITW and JBT.Her rise from senior analyst to treasurer and the strategic growth of her department.Involvement with AFP and how saying “yes” to opportunities opened new doors.Navigating personal and professional challenges, including imposter syndrome and anxiety.Building a personal brand as an “unapologetically authentic” leader.The importance of investing in junior talent and preparing the next generation.Her perspective on technology, AI, and the evolving treasury landscape.You can connect with Sherri Nicole Speaks on LinkedIn. ---

Send us a textAvoiding Hidden Retirement Planning Pitfalls in Your FortiesIn this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and founder of Palm Valley Wealth Management, discusses common mistakes high income earners in their forties make while planning for retirement. Kelly provides a step-by-step guide on estimating your retirement needs using simple rule-of-thumb math. He emphasizes the importance of considering not just regular expenses but also large, one-off expenditures like travel, homes, and weddings. The episode also highlights the advantages of working with a financial advisor to identify and plan for potential blind spots, ensuring a well-rounded and achievable retirement strategy. By understanding trade-offs and making intentional decisions, listeners can better align their retirement plans with their values and goals.00:00 Welcome to The Retire Early Retire Now Podcast00:27 The Biggest Mistake High Income Earners Make02:01 Estimating Your Retirement Number05:11 Beyond the Numbers: Planning for Life's Complexities07:31 The Importance of Accounting for Big Ticket Items10:36 Making Intentional Financial Decisions14:26 How Palm Valley Wealth Management Can Help15:50 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Is AI taking over?? This episode takes a look at how artificial intelligence (AI) is transforming and helping the accounting profession. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:AICPA and CPA.com's 2025 AI in Accounting ReportAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

This week on UTH, Alan FitzGerald, founder of Practice Connections Advisory, and Matthew Peng, managing director of Business Continuum, join Imogen to share their thoughts on the IT knowledge gap in accounting firms, why it needs crucial attention and what they're doing to fix it. As the technology space rapidly evolves, accounting firms are being left in the dust at a time they need to pick up their game. Tune in to hear more about: What the IT knowledge gap is and why it exists. Why accounting firms are struggling with the fast-paced evolution of technology. Common misconceptions about technology within firms. How Alan and Matt plan to help close the IT knowledge gap. How closing the gap would improve the broader profession. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro is joined by Matt Topham, Director of Practical CFO, to explore what makes a modern CFO truly effective—from KPIs to strategic decision-making.Key topics covered:Matt's unconventional journey to CFOThe realities of working as a fractional CFO and identifying clients ready for changeHow to use KPIs like productivity, overhead rate, and LTV to CAC to guide decisionsWhy speed and imperfection often beat precision in fast-moving environmentsManaging cash, growth, and riskPractical tips for new CFOs on building meaningful KPIs and driving strategic clarityLinks mentioned: Matt's Linkedin Learn more about Practical CFO Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Charlie Beaulieu, Tidal Accounting, Founder.- LinkedIn: https://www.linkedin.com/in/charliebeaulieu/- Website: https://www.tidalaccounting.ca/- email: charliebeaulieu@gmail.comBob Piercy - host- phone - 780-965-2232- email - rhpiercy@me.com - LinkedIn - https://www.linkedin.com/in/robertpiercy/- Website - https://robertpiercy.com- Facebook - https://www.facebook.com/BobPiercyCoTravelPocast

Tevia Hoalst is the founder of TeKoda Accounting, with a passion for helping others, she's made it her mission to obliterate the status quo in the accounting industry and has since grown her company into a successful woman-owned business, who's earned the Inc Power Partner award and Inc Best Workplaces 2024. (that one is not public yet though!) Under Tevia's guidance, TeKoda Accounting has grown into a thriving firm, offering a comprehensive range of accounting services to clients across various industries. The company is known for its commitment to its positive company culture and for delivering personalized attention, innovative solutions, and support to its clients. 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.

Have you tried ChatGPT but not yet explored the power of Custom GPTs? This episode unlocks how accountants can use them to automate tasks, save hours each week, and even create client-ready reports in minutes. Learn how to build your own GPTs—no coding required—and see real-world examples like email responders, strategic planning tools, and custom software manuals. Discover the secrets to writing great prompts, structuring workflows, and using AI to deliver high-impact value. The best part? It's easier than you think. Tune in to transform your productivity and rethink how AI fits in your firm. The latest episode of the Value Pricing Podcast is now available: Automate Your Accounting Workflow with Custom GPTs In today's episode you will learn: What Custom GPTs are and why they matterHow to automate tasks with zero coding knowledgeThe best use cases for accountants and advisorsHow to build GPTs using clear, structured promptsTips to train GPTs with your writing style and filesWhy repeatable systems are the future of your firm Don't miss out on discovering how Custom GPTs can revolutionize your efficiency, elevate client service, and give you a serious edge in your accounting practice. Listen now! 

Ali Velshi is joined by Professor of Economics & Public Policy at University of Michigan Justin Wolfers, Producer for The Rachel Maddow Show Steve Benen, NBC News' Ryan Chandler, Editor-in-Chief of Investopedia Caleb Silver, Fmr. Under Secretary of State for Public Diplomacy and Public Affairs Richard Stengel

#371>  Sponsored by the Men's Division of Sara Schenirer.They will help you figure out your yeshiva credits, financial aid, and help you choose a degree program that leads to a successful career.They offer degrees in Accounting, Business, ABA, Psychology, Health Science, Pre-Med, Paralegal, Special Education, and Social Work. All degrees are offered through their prestigious partner colleges and their student support is first-rate.Applications are open now for the fall semester. Visit their website https://shorturl.at/YXy7i, call 917-209-8204, or email rpelberg@sarasch.com to connect with a helpful advisor today.> To purchase, "First Impressions: Sefer Hasidim and Early Modern Hebrew Printing": https://amzn.to/3TmWSj1> To purchase "Sefer Hasidim and The Ashkenazi Book in Medieval Europe" by Prof. Ivan Marcus: https://amzn.to/4eFlsFw> The Sefer Hasidim Project: https://judaic.princeton.edu/about-us/resources/sefer-hasidim-project> To join the SeforimChatter WhatsApp community: https://chat.whatsapp.com/DZ3C2CjUeD9AGJvXeEODtK> To join the SeforimChatter WhatsApp status: https://wa.me/message/TI343XQHHMHPN1>  To support the podcast or to sponsor an episode follow this link: https://seforimchatter.com/support-seforimchatter/or email seforimchatter@gmail.com (Zelle/QP this email address)Support the show

In this conversation, Dylan Silver interviews Stacey Seguin, an accounting specialist who helps investors streamline their financial processes. They discuss Stacey's journey into accounting, the importance of understanding financials, and how meaningful data can drive business decisions. The conversation also delves into exit strategies in real estate and the need for a sustainable business model that allows investors to step back from day-to-day operations. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

What happens when AI agents promise to transform accounting but create more cognitive burden than productivity gains? Blake and David explore the reality behind the AI agent hype as QuickBooks, Digits, and Big Four firms launch their "digital teammates." They also dig into Xero's massive $2.5 billion acquisition of Melio and what it means for the payments landscape. You'll learn why managing AI agents might be like managing offshore contractors—you wake up to work that's 80% done but everyone has questions. Plus, they discuss how external investors are reshaping the profession, why traditional CPA protections might go the way of car dealership laws, and the ongoing problems with audit quality enforcement despite millions in PCAOB fines.Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas Human at Scale - http://accountingpodcast.promo/humanChapters(00:00) - Introduction and Welcome (00:42) - David's Return and Big News (01:01) - The Acquisition of Emilio by Xero (01:33) - Implications of the Acquisition (04:52) - David's Journey with Bill Pay Solutions (06:42) - Emilio's Unique Features and Market Impact (10:47) - Xero's New Features and Updates (20:56) - QuickBooks AI Agents: A Game Changer? (31:21) - Digits AI Agents and Their Potential (36:59) - Big Firms Investing in AI (39:48) - Managing AI Agents: The New Workforce (41:09) - Cognitive Load and Productivity Limits (42:45) - Infinite Workdays and AI's Role (44:48) - AI in Accounting: Potential and Pitfalls (46:30) - AI Spending Trends and Future Outlook (47:18) - Building AI Workflows and Multi-Agent Systems (50:40) - Big Four and AI Integration (52:11) - AI-Powered Pricing and Payment Solutions (58:06) - VC-Backed AI Rollups in Accounting (01:01:47) - Regulatory Challenges and Industry Changes (01:09:10) - Audit Quality and PCAOB Fines (01:18:51) - Conclusion and CPE Information  Show NotesXero to acquire Melio, a leading US SMB bill pay solution, to accelerate global growth https://www.prnewswire.com/news-releases/xero-to-acquire-melio-a-leading-us-smb-bill-pay-solution-to-accelerate-global-growth-302490268.htmlNew Zealand's Xero to buy US fintech Melio for up to $3 billion | Reutershttps://www.reuters.com/legal/transactional/australia-listed-xero-acquire-fintech-melio-over-25-billion-deal-2025-06-24/Intuit Introduces Ground-Breaking Virtual Team of AI Agents to Fuel Growth for Businesses https://investors.intuit.com/news-events/press-releases/detail/1258/intuit-introduces-ground-breaking-virtual-team-of-ai-agents-to-fuel-growth-for-businessesIntuit debuts AI agents for QuickBooks | Accounting Today https://www.accountingtoday.com/news/intuit-debuts-ai-agents-for-quickbooksHow AI is improving accounting efficiency – without replacing jobs | Stanford Report https://news.stanford.edu/stories/2025/06/ai-accounting-bookkeeping-benefits-jobsAI Is Reshaping Accounting Jobs by Doing the "Boring" Stuff | Stanford Graduate School of Business https://www.gsb.stanford.edu/insights/ai-reshaping-accounting-jobs-doing-boring-stuffPCAOB fines Deloitte, PwC, EY Netherlands member firms for exam misconduct | Accounting Todayhttps://www.accountingtoday.com/news/pcaob-fines-deloitte-pwc-ey-netherlands-member-firms-for-exam-misconductPCAOB Imposes Fines Totaling $8.5 Million on Netherlands Member Firms of Deloitte, PwC, and EY After Widespread Exam Misconduct https://pcaobus.org/news-events/news-releases/news-release-detail/pcaob-imposes-fines-totaling--8.5-million-on-netherlands-member-firms-of-deloitte--pwc--and-ey-after-widespread-exam-misconductHow an Accounting Change Hit Store Prices - UCLA Anderson Review https://anderson-review.ucla.edu/how-an-accounting-change-hit-store-pricesNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 -

Alicia and Dan take listeners on a comprehensive tour of QuickBooks Online's completely redesigned interface, breaking down the new dashboard, business feed with AI insights, and reorganized navigation structure. They explore how familiar features have been relocated and renamed, discuss new capabilities like enhanced payment processing and CRM tools, and explain the rollout timeline from July through September 2025. The episode aims to reduce anxiety about the upcoming changes by showing exactly what users can expect when the new platform becomes their default experience.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:22) - Initial Impressions and User Reactions (05:59) - Exploring the Dashboard Features (15:01) - Understanding the Business Feed (23:09) - Reports and Financial Planning (26:27) - Integrations and My Apps Section (27:48) - Introduction to My Accountant Tool (28:28) - Navigating the Accounting Section (28:50) - Exploring the Expenses Section (29:23) - Sales and Payment Methods (33:18) - Customer Hub and CRM Tools (34:05) - Payroll and HR Features (35:41) - Time Tracking and Projects (36:41) - Inventory and Sales Tax (37:19) - Business Tax and Lending (42:03) - Interface Updates and Bookmarks Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comRightTool: righttool.app, use coupon code ROYALWISE for 20% off the paid version.Alicia's QBOA for ProAdvisors class: http://royl.ws/QBOA?affiliate=5393907Alicia's QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907Dan's “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPHDesktop Conversion Spreadsheet Differences - https://snip.ly/DTMXLSheet Converting Payroll Blog: https://www.schoolofbookkeeping.com/blog/PayrollPaymentsMigrations QB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  *This episode is brought to you by ⁠⁠⁠B⁠⁠⁠⁠oulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠⁠⁠⁠⁠⁠*Today's episode is all about the Finance & Accounting function: My guest is Nicholas Andrews, who is the Founder of Aspen Consulting Group, a company that performs finance, accounting, and operations consulting for a wide range of small and medium sized businesses. Our conversation begins with several questions about how to manage cash and other sources of liquidity amid all of the macroeconomic volatility & uncertainty we're currently witnessing. We then discuss the topic of employee financial literacy, including the question of how transparent CEOs should be with company financials, and then move to questions of capital allocation and how CEOs should think about spending the cash that they generate, and finally we conclude with several considerations related to hiring, specifically focusing on the question of how CEOs should think about hiring a senior finance & accounting leader.Please enjoy!

Learn more about PEAK FREEDOM Do you ever wonder why running your firm still feels so hard?Most CPAs are reacting all day—to emails, interruptions, and mental to-do lists. But with the right systems, that all gets easier. In this episode, learn how a few missing tools can bring calm, structure, and breathing room back into your day.…Link to full shownotes: https://www.businessstrategyforcpas.com/355…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. 

Omri Mor's experience with technology and startups began early, being a kid and hanging out at Microsoft Israel where both his parents worked. Omri tells Caleb about his journey of growing up in Tel Aviv, working at his first startup when he was 18 to the conversation over hummus he had that led to the creation of Routable. Learn More About Routablehttps://www.routable.com/ Connect with Omrihttps://www.linkedin.com/in/omrimor HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Email us at ohmyfraud@earmarkcpe.com

Let's look over the stack of papers on our desk. Doesn't seem anyone has died too recently but everyone is talking about scary weather. So it must be summer and that puts us right in the mood to talk about frightening beaches where people die suddenly. No, we're not talking about sharks or any famous movies featuring them. We have The Fog(1980). Yes, on the heels of making an iconic slasher film, John Carpenter got license to make a movie about ghost pirates. Naturally they called it the fog because that's what the ghost pirates send in ahead. Which makes a lot of scenes in this movie like an angry … Continue reading "Popcorn Pulse 244: Accounting Fog"

We continue our lease accounting miniseries with a focus on variable lease payments, an area that can significantly influence lease classification and measurement. In this episode, we explore the complexities of usage-based and index-based payments, fair market rent adjustments, in-substance fixed payments, and more – providing insights into how these variable rents affect the accounting and disclosures.In this episode, we discuss: 1:12 – Fixed versus variable lease payments and their accounting implications 7:13 – Fair market rent adjustments 9:37 – In-substance fixed payments, including take-or-pay arrangements 15:44 – Usage-based lease payment structures 22:18 – Tenant improvement allowances and lease incentives 26:10 – Accounting for variable lease payments during lease remeasurement For more information, see chapter 3 and chapter 5 of our Leases guide. In case you missed it – check out the other episodes in this podcast miniseries:  Lease accounting reset - Presentation and disclosure  Lease accounting reset – Modifications and terminations Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.About our guests Marc Jerusalem is a managing director in PwC's National Office specializing in leasing. Marc consults with clients on complex lease accounting issues and is a frequent contributor to many related PwC National Office publications.Suzanne Stephani is a director in PwC's National Office specializing in the statement of cash flows as well as the application and interpretation of the accounting guidance related to financing and leasing transactions. About our guest host Guest host Diana Stoltzfus is a partner in the National Office who helps to shape PwC's perspectives on regulatory matters, responses to rulemakings and policy development, and implementation related to significant new rules and regulations. Prior to rejoining PwC, Diana was the Deputy Chief Accountant in the Office of the Chief Accountant (OCA) at the SEC where she led the activities of the OCA's Professional Practices Group.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.

Caoimhe, Antistrophe, Brontë arrived to Burzin with a clear goal: Find out whether the catastrophe in Burzin is tied to the mysterious malediction known only as Sourcerot. But seeing the town in ashes makes another objective clear: Stopping the fires from continuing, no matter what is causing them. Now, they seek answers that will lead them to investigate not only into the town's history, but into the lives of some of its oldest residents… This week on Perpetua: The Flames of Burzin Pt. 03 Perpetua Guide [In Progress v.02] Town Maps [TNMP] Burzin Main Scenario Teribald's House of Chance This is where the main story route I took kicked off, but it's also where I lost a TON of asta. Wurdzin doesn't make any sense to me, but if you can get a lucky streak with your guesses, I guess you could really break the game economy here! House M'Shalia LOTS of lore here. There are way more things in the upstairs rooms and attics that you interact with than you might think. Make sure to turn on the option that makes interactables shiny! House of Benediction Obviously this is where the big showdown is, but did you know that if you go here during the day time you can get healed, get your debuffs cleansed, and get a buff!  Town Hall & Jail & House Burzin I think you can advance through the main plot here instead of through the House of Chance/M'Shalia route, but I haven't had a chance to load my old save and try it yet. Let me know on the forum and I'l update this! Burned Down Buildings You can check for clues at each of these locations, but the most important one is in the southwest. That's where the Saloon burned down. Shops Mining Supplies This is basically a “tool store” from other towns, so if you need any consumables from those, you can get them here. Clean Water Lodge & Crebbs Potions & Poultices I listed these together because they share the same interior on screen, just with a door between the two front desks. You get to stay here for free as long as the main story is ongoing (assuming you rescued Frenk), so make sure to use it before you leave town. The next time you come back, he'll charge you!.  Wilfer's Wits and Weaponry If you happen to have the asta, there are some pretty great weapons here! The Solium Bow (Dex+Dex, HR+8 Fire Damage, gives you Resistance to Fire) is especially great! Also, if you interact with the third bookcase three times, you can find “An Accounting of Spiritual Matters,” which gives you a huge bonus when fighting the boss here, plus can be used afterwards as a mage weapon. Serah's Surcoats I think the flame resistant armor is overpriced, but the Sungleam Shield is GREAT for Antistrophe. It's a big upgrade for both of his defenses, plus you can basically give people a solar flare from DBZ XD Side Quests / Other Residential District Mostly just NPCs to talk to about things here. I love the two brothers who hate each other. First Bank of Burzin Always remember to deposit any extra asta you have into the bank. Not only will it prevent you from losing some if you die in combat, it also actually slowly gains in value! I guess they have interest in Perpetua! Post Office This probably deserves its whole own entry, but did you know that if you have both East and West saves, you can actually transfer items between them? You just choose the “Send a Gift to a Random Person” option and pay the fee. The “random person” is actually a character in your other save game! It does take a little while to get there though. Abandoned Buildings Just a good place to grind against lanterns!   Hosted by Austin Walker (austinwalker.bsky.social) Featuring Janine Hawkins (@bleatingheart), Sylvi Bullet (@sylvibullet), and Keith J Carberry (@keithjcarberry) Produced by Ali Acampora Music by Jack de Quidt (available on bandcamp) Cover Art by Ben McEntee (https://linktr.ee/benmce.art) With thanks to Amelia Renee, Arthur B., Aster Maragos, Bill Kaszubski, Cassie Jones, Clark, DB, Daniel Laloggia, Diana Crowley, Edwin Adelsberger, Emrys, Greg Cobb, Ian O'Dea, Ian Urbina, Irina A., Jack Shirai, Jake Strang, Katie Diekhaus, Ken George, Konisforce, Kristina Harris Esq, L Tantivy, Lawson Coleman, Mark Conner, Mike & Ruby, Muna A, Nat Knight, Olive Perry, Quinn Pollock, Robert Lasica, Shawn Drape, Shawn Hall, Summer Rose, TeganEden, Thomas Whitney, Voi, chocoube, deepFlaw, fen, & weakmint This episode was made with support from listeners like you! To support us, you can go to friendsatthetable.cash.