Podcasts about Accounting

When we think about slavery in early America, we often rightfully focus on the human toll–the violence, the exploitation, the dehumanization that defined the institution. But slavery wasn't just a system of forced labor; it was also a business. Next week, in Episode 418, we'll be investigating a different facet of the business of slavery: the story of slave drivers–enslaved people who were forced or took up positions of authority over others. To better understand the system slave drivers operated within, I thought we should revisit Episode 281 with historian Caitlin Rosenthal. Caitlin is an Associate Professor of History at the University of California, Berkeley. Her book, Accounting for Slavery: Masters and Management, won the Simkins Award from the Southern Historical Association and the Economic Historical Society's First Book Prize. Caitlin's Website | Book Show Notes: https://www.benfranklinsworld.com/403 RECOMMENDED NEXT EPISODES

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

Dan Martell's Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?sr=8-1

Mark and Katie Fleming from Owner Actions have one of the most interesting business models we've heard from guests. They've taken experience in wealth management and marketing to owning a diverse portfolio of businesses that includes cleaning companies, restaurants, and HVAC. Katie and Mark take % of ownership to help with finding deals, diligence, advising, and post close accounting and marketing. We discuss the challenges and rewards of their unique "for equity" model, the importance of finding the right partners, and how they leverage platforms like TikTok to connect with potential partners.Owner Actions: https://owneractions.com/Owner Action on TikTok:  https://www.tiktok.com/@owneractions Katie Fleming on LinkedIn: https://www.linkedin.com/in/katiemfleming/  Eversite - show sponsor & digital marketing: Eversite.com/inspiredClint Fiore & Dealonmy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Learn more about PEAK FREEDOM Tired of chaotic tax seasons? Rebecca Warnick, CPA, shares how she transformed hers using “Pick Your Week.” With smoother workflows, happier clients, and less stress, she explains how this simple change brought massive benefits—without working more or earning less. A must-listen if you want more control and calm in busy season.https://www.thewarnickgroup.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/359…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Get registered for the ASTA Expo 2025 at the Raleigh Convention Center: https://geni.us/ASTA2025 Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEDon't miss an upcoming event with The Institute: https://geni.us/InstituteEvents2025Shop-Ware gives you the tools to provide your shop with everything needed to become optimally profitable.Click here to schedule a free demo: https://info.shop-ware.com/profitabilityMake sure you mention: CTISUMMER to get FREE data migration!If you're ready to make a real change in your shop's success, join Shop Marketing Pros' Plan With the Pros workshop this October to connect with them and other shop owners. You'll leave with your entire year for 2026 planned out. Click here to register: https://geni.us/PlanWithTheProsShop owners, are you ready to simplify your business operations? Meet 360 Payments, your one-stop solution for effortless payment processing.Imagine this—no more juggling receipts, staplers, or endless paperwork. With 360 Payments, you get everything integrated into one sleek, digital platform.Simplify payments. Streamline operations. Check out 360payments.com today!In this episode, Lucas is joined by Eric Jorn of Kaizen CPA and Advisors, who also serves as the Chicagoland chapter leader for the Midwest Auto Care Alliance. Eric shares his unique journey from service advisor at a Toyota dealer to automotive accounting specialist, highlighting the value of having an industry-specific CPA. Together, they discuss the importance of proper financial structures for auto shops, including setting up the correct chart of accounts and understanding operational costs.00:00 "Importance of Business Coaches"05:31 Guiding Small Business Accounting Setup08:34 Learn Accounting Basics Before Outsourcing11:43 Tax Auto-Categorization Issues15:36 Auto Repair Costs Need Increase18:44 Human-Centric Business Value Importance19:48 Maximizing Business Value Class23:03 Empowering Employees for Industry Change27:11 Empowering Ethical Business Leadership32:08 Ego, Coaching, and Change33:23 "Solving Meaningful Problems"39:19 Smart Pricing for Profitability41:17 Conflicting Financial Strategy Approaches46:05 Strategies to Minimize Payroll Taxes48:02 "Rethinking Work Compensation Paradigms"50:27 Forward-Thinking Accountant Necessity54:17 Lack of Financial Oversight Warning

Caleb knew that if he could get Becca Platsky, the co-host of the Corporate Gossip Podcast, to come on Oh My Fraud, that they would have a lot to talk about. Becca and Caleb learn that they are kindred spirits, discussing their experiences not only as scorned CPAs, but as earnest gossip merchants. SponsorsRoutable - http://ohmyfraud.promo/routable(00:00) - Introduction and CPE (00:43) - Discovering Corporate Gossip Podcast (03:09) - Becca's Background and Career (05:49) - The CPA Experience (14:33) - Gossip in the Corporate World (25:29) - Starting the Podcast Journey (35:55) - Corporate Culture and CEO Critique (42:36) - The Golden Age of Fraud (44:46) - Corporate Corruption: A Bipartisan Issue (58:29) - The Fraud Triangle and Human Nature (01:07:41) - The Consequences of Corporate Negligence (01:13:31) - Final Thoughts and Reflections HOW TO EARN FREE CPEIn less than 10 minutes, you can earn NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH BECCALinkedIn: https://www.linkedin.com/in/rebeccaplatsky CONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Check out Corporate Gossip PodCorporate Gossip PodcastFacebook Part 1: Sheryl Sandberg & the Curse of the BOBFacebook Part 2: Mark Zuckerberg & The Curse of the Baby BangsEmail us at ohmyfraud@earmarkcpe.com

My practice management system recommender https://www.jasononfirms.com/pmrecDan Martell's Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?sr=8-1

We continue our revenue accounting podcast miniseries with a discussion on payments to customers—an area that can raise complex accounting questions, especially when those payments come in the form of equity. We examine when these payments reduce revenue versus when they represent consideration for a distinct good or service. We also highlight updates from the FASB's new guidance on share-based consideration payable to a customer.In this episode, we discuss:0:56 – Overview of consideration payable to a customer5:41 – When to recognize payments to a customer15:15 – Applying ASC 718 to equity-based payments to a customer23:41 – Key provisions in FASB's new guidance on equity consideration29:49 – Classifying, measuring, and recognizing equity payments36:41 – Accounting for payments to settle litigation claims or other disputesFor more information, see chapter 4 of our Revenue guide, chapter 7 of our Stock-based compensation guide, and our In brief, FASB issues guidance on share-based consideration payable to a customer. Listen to the other episodes in this series:Revenue accounting reset – Recognizing revenueRevenue accounting reset – Variable consideration Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop. About our guestsKen Stoler is a partner in PwC's National Office who specializes in financial reporting and plan design issues related to equity compensation arrangements, retirement and healthcare plans, and other benefits. He has helped companies navigate their employee compensation issues during IPOs, spinoffs, acquisitions, and other major transactions or events.Angela Fergason is a partner and standard setting leader in PwC's National Office who specializes in accounting for revenue and employee compensation arrangements. She also consults on a range of financial reporting issues impacting technology companies.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.Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.

Check out Geraldine's book “Down to 40 Hours” here https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2?sr=8-1

Courtney De Ronde, co-founder and CEO of Forge Financial and Management Consulting, joins Randy for Episode 222 of The Unique CPA. Courtney's groundbreaking approach to the accounting profession, with an emphasis on physical and mental well-being, efficiency, and a healthy work-life balance, takes center stage as she shares her journey from working nights and weekends to implementing practical strategies for better time and energy management. Forge has abolished timesheets and reduced working hours, including all the way down to 40 max during tax season, leading to increased productivity and more fulfilled lives for her team. Courtney's Simple ScaleUp System, a framework designed to help organizations grow intentionally while aligning finance, structure, and execution, stresses mindset shifts and being intentional about team dynamics. Get the full show notes and more resources at TheUniqueCPA.com

This week Sarah Lawrance, founder and chief executive of Hot Toast, joins UTH to talk about how she is staying ahead of the sustainability curve, welcoming AI and countless industry opportunities with open arms! Tune in to hear more about: Sarah's recent dou at the Australian Accounting Awards 2025. How Hot Toast is approaching sustainability to help broader environmental goals. How Sarah is helping other practices, sole traders and accounting bodies prepare for sustainability changes. Where Sarah sees the accounting industry heading in the next five to 10 years. What's on for the rest of the year. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

Dexcom generates more than $4 billion in annual revenue and has a market cap north of $30 billion, making it one of the biggest digital health companies in the world. And it all started with a better way to measure blood sugar.In this episode, Halle is joined by Kevin Sayer, CEO of Dexcom, the company that pioneered continuous glucose monitoring (CGM). Under Kevin's leadership, Dexcom scaled from $40 million to $4 billion in revenue, became the standard of care for people with diabetes, and is now expanding into consumer wellness with its direct-to-consumer product, Stelo.We cover:

This Is The Easiest Path To $10K Per Month As A Law Firm Owner

On today's episode, Dan Crowley speaks with Rebecca Warnick, owner and operator of the tax strategy and planning firm, The Warnick Group. As a fractional-CFO dedicated towards the rental industry, Rebecca has incredible insights on how to get the most out of your books. With topics ranging from how to optimize cashflow to strategies to prevent fraud, this podcast cannot be missed! Listen in now. This podcast is sponsored by Lizit. Lizit is an innovative rental management software designed to streamline operations for tool and equipment rental businesses.  Lizit offers a suite of features that include inventory management, contract administration, client management, and customer-facing modules. Lizit is built to enhance operational efficiency with a user-friendly interface, seamless integrations, and powerful data analytics, helping rental businesses maximize profitability and deliver superior customer experiences.  Whether managing a small rental shop or a large-scale operation, Lizit provides the tools to optimize every aspect of your rental business.

In this episode, we explore the profound impact of AI and automation on the accounting profession, particularly how these technologies are hollowing out the middle level of accounting roles. Join us with expert Rob Brown as we discuss the challenges and opportunities this shift presents.Key Takeaways:Mid-Level Disruption: Understanding how AI is automating tasks traditionally handled by mid-level accountants. Adapting to Change: Strategies for mid-level professionals to adapt and thrive in an AI-driven environment. The New Skillset: Essential skills and competencies needed to remain relevant in the evolving accounting landscape. Opportunities Ahead: How automation is creating new roles and opportunities for growth in the accounting field.You can find this on youtube here: https://youtu.be/E-nACbOZSQA◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. Rob 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/therobbrownThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comIf 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.

Host Paul Pacelli started a new week on "Connecticut Today" by welcoming GOP State Sen. Rob Sampson to talk about the re-assignment of a high-ranking state employee after controversy over his use of a state-issued credit card (00:41). University of New Haven Associate Professor of Accounting and Taxation Dr. James Mohs analyzed the latest Trump White House tariff news concerning the European Union (09:19). CBS News Reporter Olivia Rinaldi joined us from the White House with the latest on the Jeffrey Epstein case (16:57). Paul also had some thoughts on the latest dismal national poll numbers for Democrats (21:30) Image Credit: iStock / Getty Images Plus

Welcome to the Celestial Insights Podcast, the show that brings the stars down to Earth! Each week, astrologer, coach, and intuitive Celeste Brooks of Astrology by Celeste will be your guide. Her website is astrologybyceleste.com.  

Episode Summary:In this episode of Restaurant Owners Uncorked, Wil interviews Sean Marsiglia, an entrepreneur who owns several restaurants in Tampa, including Three Brothers Pizza, and other ventures such as a bagel shop and a baseball facility. Sean shares his journey from a promising baseball career cut short by injury to working at Chili's, becoming an accountant, and eventually taking the entrepreneurial leap into the restaurant industry. He speaks candidly about the challenges of starting with minimal resources, living on a business partner's couch, and hustling door-to-door to make his first restaurant a success. Sean also shares insights on building culture in his businesses, dealing with crises like a devastating fire, his commitment to community engagement through initiatives like feeding school children and first responders, and his broader entrepreneurial philosophy of saying “yes” to opportunities and figuring things out along the way.Key Takeaways: Early Hospitality Experience: Sean began his hospitality career at Chili's after a baseball injury ended his sports trajectory. Accounting & Business Acumen: His background in accounting and working with restaurant finances gave him a strong foundation for ownership. Entrepreneurial Leap: In 2015, he purchased his first pizzeria in Tampa for $20,000, relying heavily on credit and personal hustle to get the business off the ground. Relentless Hustle: Sean embraced a “say yes and figure it out” mentality, living on a couch and knocking on doors to drive early success. Fire & Recovery: A 2020 fire shut down his flagship store for 31 months, but business interruption insurance and resilience kept the business alive. Community Focus: He has implemented pay-it-forward programs, fed thousands of children during COVID, and routinely supports police, firefighters, and hospitals. Culture over Talent: Sean prioritizes hiring people with good attitudes and building a strong, positive team culture over purely skill-based hires. Networking & Opportunities: Leveraging relationships (e.g., with local athletes and influencers) has opened doors for new ventures. Diversification: Beyond pizzerias, Sean runs a bagel shop, a baseball facility, and even sells Christmas trees, embracing creative revenue streams. Independent Mindset: He avoids private equity and investor involvement to maintain independence and stay true to his values. Marketing Philosophy: Sean favors community-driven and relationship-based marketing over traditional advertising. Shared Values with Schedulefly: He appreciates Schedulefly's customer-first approach and non-corporate ethos, aligning with his own business philosophy.

(Ecclesiastes 7:27-29) We live in families and identify with different groups, yet each person has personal accountability to God. It is rare to find an individual sold out for this sole purpose. Will you live today in light of God's judgment? (09179250725)  Keep Studying  Whether you're a new believer or have walked with the Lord for years, you'll find thousands of free devotionals, Bible studies, audio series, and Scripture tools designed to strengthen your faith, deepen your understanding of the Bible, and help you stay rooted in the Word of God. 

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.----------------------------------------Varda Raises $187M Series C to Manufacture Medicine in Space

This Podcast Is Episode 638, And It's About Pillar 2: Controlling The Money - Construction Accounting And Bookkeeping How Smart Money Management Keeps Your Business Profitable and Stress-Free When most small construction business owners think about success, they envision a steady stream of jobs, high-quality work, and satisfied clients. But there's another side to the story that often gets ignored: the financial health of your business. And here's the truth we see every day as construction bookkeeping specialists: Even skilled contractors with full calendars can run into cash flow problems, tax stress, or profit shortfalls—not because of the work, but because of the numbers. That's where Pillar 2: Controlling the Money comes in. In this post, we'll talk about how to take control of your finances through simple, construction-friendly accounting practices—so you can stop guessing and start growing.  Why Money Control Is the Backbone of a Construction Business In construction, money doesn't flow evenly. You might spend thousands on materials before getting paid. You may win one big job and then go three weeks without a deposit. Labor and equipment costs can shift mid-project. It's a juggling act. That's why proper accounting isn't just about keeping the IRS happy—it's about: Knowing your job costs Pricing with confidence Keeping cash flow steady Making better business decisions Staying compliant and audit-proof If your books are messy, late, or nonexistent, you're flying blind. However, when your numbers are precise and current, you can run your business, not just react to it. The 5 Biggest Money Mistakes We See in Construction Businesses Let's start with the most common money-related problems we help contractors fix: 1. Bidding Without Knowing Actual Costs Many contractors “guesstimate” job prices based on experience rather than actual data. However, with inflation, labor fluctuations, and new materials, those estimates can quickly lead to underbidding and lost profits. 2. Mixing Personal and Business Finances Swiping your business card for groceries or buying tools with your debit card? That's a fast track to messy books and missed deductions. 3. Falling Behind on Invoicing or Collections Delaying invoices or avoiding follow-ups means delayed payments—and often, unpaid work. 4. Ignoring Overhead Suppose you only account for direct costs (such as materials and labor) and overlook indirect costs, including your phone bill, fuel, insurance, and software subscriptions. In that case, you'll never see your actual profit. 5. No Real Cash Flow Planning Not knowing how much is coming in or going out in the next 30 days can lead to bounced checks, late payments, and last-minute borrowing. Sound familiar? Let's fix that. The 3-Part System for Controlling Your Money Here's how we help contractors like you get your finances under control without overwhelming spreadsheets or accounting jargon: 1. Job Costing – Know What Each Project Really Costs Job costing is the process of tracking every dollar that goes into each project, including labor, materials, subs, equipment, and overhead allocation (LMOS™). Why It Matters: You'll know which jobs are profitable—and which ones aren't worth repeating. You'll improve your estimates over time using real data. You'll spot problems early (like a crew taking too long or material waste). How to Start: Use separate expense categories for each job in your accounting software (or at least use tags/notes). Track time and material costs in real-time, not weeks later. Include a portion of your overhead per job (rent, insurance, admin time, etc.). Even a basic spreadsheet is better than nothing. But ideally, use tools like QuickBooks with project tracking, or apps like Buildertrend that integrate with bookkeeping. 2. Cash Flow Management – Know What's Coming and Going Cash flow isn't the same as profit. You can make a $10,000 profit on paper, but still run out of cash if a client delays payment or if you pay subs too early. Why It Matters: Helps you avoid shortfalls, late payments, or needing to dip into personal funds. It makes it easier to plan purchases or hire help when you can afford to do so.   How to Start: Create a weekly cash flow forecast: List all expected income and expenses by date so that you can plan around slow weeks or high-expense periods. Require deposits and progress payments on jobs. Set up reminders for invoicing and follow-ups to ensure timely payments. A construction business with no cash cushion is one unexpected delay away from severe stress. Cash flow forecasting gives you breathing room and peace of mind. 3. Monthly Reporting – Make Decisions Based on Facts, Not Feelings Every month, you should be reviewing key reports that tell you how your business is doing, not just how you feel it's doing. The 3 Reports You Need: Profit & Loss Statement (P&L) – Are you making money? Balance Sheet – What do you own vs. owe? Job Profitability Reports – Which jobs performed best?   These reports help you: Adjust pricing and scope when needed Spot overspending early Justify business decisions (such as hiring, purchasing equipment, or expanding) Get ready for taxes long before tax season If your current bookkeeper isn't giving you these reports—or if you don't understand them—it's time for a better system. Bonus Tips for Easy Financial Control Here are a few more best practices we recommend for all small construction business owners: 1. Separate Business Accounts Use a dedicated business checking account and credit card. It simplifies tax prep, reduces errors, and keeps you audit-ready. 2. Keep Receipts and Documentation Use apps like Hubdoc, Dext, or QuickBooks Online to snap and store receipts. Label them with the project name for faster reconciliation. 3. Use Software That Fits Construction Generic accounting tools are sufficient, but platforms like QuickBooks for Contractors, Joist, or Buildertrend offer features specifically tailored to the construction industry, such as progress billing, time tracking, and job costing. 4. Work with a Specialist A bookkeeper who knows construction can save you hours of frustration—and thousands in missed tax deductions or mispriced jobs. The Bottom Line: You Can't Grow What You Don't Measure and What You Can Measure, You Can Manage You wouldn't build a house without a plan. So don't run your business without a handle on your numbers. Controlling the money through job costing, cash flow tracking, and monthly reporting allows you to: Price smarter Avoid financial surprises Protect your profit margins Make better growth decisions You don't need to become a financial expert. You need a system that gives you visibility—and a partner who can help you stay on track. Need Help Getting Your Finances Under Control? We specialize in helping small construction business owners like you: Set up or clean up their books Track job profitability Forecast cash flow Understand their financial reports Let us know how we can help you. Book a free 30-minute consultation and take the guesswork out of your finances—so you can focus on doing great work.

7 Tax Tips for New Law Firm Owners

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

Please note: This episode was recorded before changes were made to the Big Beautiful Bill, which eliminated the removal of the PCAOB.What happens when AI agents start doing your journal entries and reconciliations? Mike Whitmire, founder and CEO of Floqast, explains why accounting AI is fundamentally different from other business applications—and why auditability creates unique challenges that many companies will struggle to overcome. In this conversation, you'll learn how Floqast Transform enables accountants to build AI agents using simple narrative descriptions, thereby creating comprehensive audit trails while automating repetitive tasks. Mike walks through real-world examples, from benefit allocation journal entries to variance analysis, demonstrating how the "human-in-the-loop" approach handles exceptions and ensures compliance. Plus, hear his vision for the future accounting professional as an "accounting cyborg" who manages AI agents rather than junior staff.Chapters(00:43) - Agents in Accounting (01:22) - Flow Cast's AI Implementation (02:29) - Starting Points and Use Cases (04:14) - Flow Cast Transform and Integration (06:58) - Workflow Automation and Human Review (16:03) - Future of AI in Auditing (29:11) - Materiality Thresholds and Budget Analysis (30:29) - Financial Statement Narratives with AI (32:35) - AI in Financial Analysis and Risk Detection (36:02) - The Role of AI in Legislative Analysis (37:46) - AI Tools and Automation in Accounting (42:40) - The Future of Accounting with AI 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, Mike WhitmireLinkedIn: https://www.linkedin.com/in/michaelcwhitmire/Learn more about FloQasthttp://www.floqast.comConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

What happens when a $2 trillion cryptocurrency market suddenly requires monthly audits? Blake and David break down the Genius Act, the new federal stablecoin legislation that just created a massive opportunity for auditors—but also potentially recreated the chaotic "wildcat banking" era of the 1800s. You'll learn why every stablecoin issuer now needs monthly attestation reports and annual audits, creating hundreds of new recurring revenue streams for accounting firms willing to take on the risk. Plus, they explore whether there are enough auditors to actually make this system work, and what happens if quantum computing breaks cryptocurrency security. The episode also covers PCAOB leadership changes under the new administration, live-tests AI agents trying to enter invoices (spoiler: it's messier than the hype suggests), and updates on the 23 states now offering alternative CPA pathways.SponsorsMissive - http://accountingpodcast.promo/missiveRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(01:17) - AI in Accounting: Browser Integration (02:35) - Major News: The Genius Act and Its Implications (03:38) - Sponsor Shoutouts and Livestream Interaction (05:06) - Audit News: Erica Williams and PCAOB Changes (08:27) - Federal Audit Failures and OMB's Strategic Reset (09:48) - AICPA's New Fraud Detection Standards (12:52) - Sponsor Highlight: Missive (15:38) - Fraud Case Study: Christine Hunsicker's $300M Scam (20:08) - Deep Dive: The Genius Act and Stablecoins (41:21) - The Risk of Stablecoins and Financial Contagion (42:07) - Quantum Computing Threat to Bitcoin (42:38) - The Challenge of Upgrading Cryptocurrency Systems (43:22) - Summary and Predictions for Accounting Firms (43:38) - Fraud in the Traditional Banking System (44:08) - Relay: The Small Business Banking Solution (45:43) - Pig Butchering: A Growing Fraud Problem (48:05) - The Case for a Federal Stablecoin (50:26) - Alternative Pathways for CPA Licensure (52:02) - Decline in CPA Licenses and Modernizing Education (54:59) - Cloud Accountant Staffing: Solving the Labor Shortage (56:01) - Agentic AI: The Future of Automation (59:13) - Challenges and Potential of AI in Accounting (01:02:31) - The Role of AI in Data Entry and Research (01:17:53) - Conclusion and Final Thoughts  Show NotesTrump signs landmark GENIUS Act, hailing "exciting new frontier" for crypto - CBS News https://www.cbsnews.com/news/trump-signs-genius-act-crypto-bill/Fact Sheet: President Donald J. Trump Signs GENIUS Act into Law – The White House https://www.whitehouse.gov/fact-sheets/2025/07/fact-sheet-president-donald-j-trump-signs-genius-act-into-law/Stablecoin regulation bill heads to Trump's desk https://www.axios.com/2025/07/17/house-passes-genius-act-stablecoins-trumpA 'Crypto Week' win: Congress passes 1st major crypto legislation in the U.S. https://www.npr.org/2025/07/17/nx-s1-5451413/crypto-week-stablecoin-genius-act-trumpGENIUS Act Passes in US Congress: A Breakdown of the Landmark Stablecoin Law – Publications https://www.morganlewis.com/pubs/2025/07/genius-act-passes-in-us-congress-a-breakdown-of-the-landmark-stablecoin-lawErica Williams Resigns as PCAOB Chair - CPA Practice Advisor https://www.cpapracticeadvisor.com/2025/07/15/erica-williams-resigns-as-pcaob-chair/164956/PCAOB chair Erica Williams steps down | Accounting Today https://www.accountingtoday.com/news/pcaob-chair-erica-williams-steps-downSEC.gov | Statement Regarding Tenure of Erica Williams at the PCAOB https://www.sec.gov/newsroom/speeches-statements/atkins-statement-erica-williams-pcaob-071505Southern District of New York | CaaStle Founder Charged In $300 Million Fraud Scheme | United States Department of Justice https://www.justice.gov/usao-sdny/pr/caastle-founder-charged-300-million-fraud-schemeThe surprising details of fashion entrepreneur Christine Hunsicker's fraud indictment- Fast Company https://www.fastcompany.com/91371881/the-surprising-details-of-fashion-entrepreneur-christine-hunsickers-fraud-indictmentFashion startup founder Christine Hunsicker accused of cheating investors out of over $300 million - CBS News https://www.cbsnews.com/news/christine-hunsicker-charged-fraud-300-million-fashion-startup-founder/States move beyond the 150-hour rule for CPA licensure | Accounting Today https://www.accountingtoday.com/list/states-move-beyond-the-150-hour-rule-for-cpa-licensureTracking CPA licensure paths: Removing the 150-hour-rule hurdle | CFO Dive https://www.cfodive.com/news/broadening-cpa-licensure-paths-marching-beyond-150-hour-rule-accounting-talent-shortage/745282/The rise and fall of the 150-hour rule https://www.cfobrew.com/stories/2025/04/10/the-rise-and-fall-of-the-150-hour-ruleAICPA, NASBA approve alternatives to the 150-hour rule https://www.cfobrew.com/stories/2025/05/15/aicpa-nasba-approve-alternatives-to-the-150-hour-ruleNeed 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

Learn more about PEAK FREEDOM Wondering if it's really possible to make good money without grinding 60 hours a week?Sheila Hansen shares how she built a values-aligned accounting firm that brings in $250K+ while working ~15 hours a week. Learn how she escaped standard accounting, overcame pricing and money mindset blocks, built a product ladder, and created offerings rooted in strategy—not compliance. A must-listen for CPAs craving more ease.…Link to full shownotes: https://www.businessstrategyforcpas.com/358…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Episode Summary: "This is the answer to poverty." These words came to Sandra Drury in the middle of the night—and they changed everything. As a leader within World Vision, Sandra has spent the last decade championing the Biblical Empowered Worldview, a transformative approach to poverty alleviation that's producing results traditional development models never could.In this episode, Sandra joins the guys to share how this mindset-shifting strategy is breaking cycles of poverty—from small villages in Tanzania to global adoption across World Vision's 44,000 staff. The key? Aligning beliefs about identity, purpose, and agency with biblical truth.Whether you're passionate about global development or need encouragement, this conversation offers practical insights and a hopeful vision of how every ordinary Christian can contribute to lasting transformation.Who is Disciple Nations Alliance (DNA)? Since 1997, DNA's mission has been to equip followers of Jesus around the globe with a biblical worldview, empowering them to build flourishing families, communities, and nations.

What do you do when the market tells you there's no room for another fund? You tell a better story and carve your niche anyway.In this episode, Stacy sits down with Bob Lind, Co-Founder of Lind Capital Partners, a boutique manager specializing in one of the most overlooked corners of the credit market: non-rated municipal bonds.They dive into how Bob went from selling himself into his first research job to building a firm around a misunderstood asset class and why ditching the pitch helped him find the right investors. They also cover: Why non-rated doesn't mean “junk” (and how Bob spots value where others won't look)The inflection point that sparked the launch of Lind Capital (hint: it involves a friend, a Fidelity broker, and a missed opportunity)How Bob went from BlackRock-comparison pitches to founder-forward storytellingThe power of showing up as yourself and why authenticity wins with allocatorsPlus: how to listen better in meetings, the magic of behavioral discovery questions, and the one Bruce Springsteen song that got Bob through everything.About Bob Lind: Bob is a co-founder of Lind Capital Partners. He has built the firm around his passion for finding opportunities in inefficient markets and providing innovative ways to deliver access to individual investors. With nearly 40 years of experience in the municipal bond market, there is little Bob has not done. Today, he leads the portfolio management team and strategic initiatives for LCP.Prior to founding Lind Capital Partners, Bob managed a $500 million high yield municipal bond portfolio for Deutsche Bank, where he leveraged his prior sell-side experience and institutional relationships. Bob began his career as a municipal analyst at Nuveen before moving into institutional sales and trading at Kemper Securities and Raymond James, where he underwrote, traded and sold municipal bonds.Bob received a BA in History from Kenyon College and an MBA in Finance and Accounting from the University of Chicago. He is a passionate bread baker/pizza maker, feeding and nourishing his 25+ year-old home-grown starter. Outside of the office and the kitchen, he enjoys paddle tennis, golf and telemark skiing.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator

We continue our revenue accounting miniseries with an episode taking a closer look at variable consideration—an essential and sometimes complex element in determining transaction price. From performance bonuses to volume-based rebates, we explore how to estimate and constrain variable amounts as well as when key exceptions apply.In this episode, we discuss:0:58 – Why variable consideration is a critical element of the ASC 606 model7:00 – The general model for estimating variable consideration9:02 – Applying the constraint on the amount of variable consideration18:25 – Common types of arrangements that include variable consideration, such as volume-based rebates and discounts20:59 – Key exceptions to the general model:21:10 – Sales- or usage-based royalty exception26:04 – Variable consideration allocation exception30:24 – Right-to-invoice measure of progress exceptionFor more information, see chapter 4 of our Revenue from contracts with customers guide. You can also listen to the first episode in this series, Revenue accounting reset – Recognizing revenue.Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter for the latest thought leadership.About our guestsAngela Fergason is a partner and standard setting leader in PwC's National Office who specializes in accounting for revenue and employee compensation arrangements. She also consults on a range of financial reporting issues impacting technology companies.Chris Bourdon is a partner in PwC's National Office who specializes in accounting for revenue, inventory, and employee compensation arrangements. He also consults on a range of financial reporting issues impacting technology, media, and entertainment companies.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.com. Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.

Where are all the queer people in history?Today we meet Ilana Masad and we're talking about the queer book that saved her life: Confessions of the Fox by Jordy Rosenberg. And Jordy joins us!Ilana Masad is a writer of fiction, nonfiction, and criticism. Their work has appeared in The New Yorker, New York Times, LA Times, Washington Post, NPR, The Atlantic, StoryQuartlerly, Catapult, Buzzfeed, Joyland, The Account, and many more. She is the author of the novel All My Mother's Lovers and the forthcoming Beings.Jordy Rosenberg is the author of the novels Confessions of the Fox and Night Night Fawn, as well as a scholarly monograph about 18th-century religious enthusiasts. Confessions was shortlisted for the Center for Fiction First Novel Prize, a Lambda Literary Award, among many other awards. Jordy is a professor in the Department of English and Associated MFA Faculty in the Program for Poets and Writers at The University of Massachusetts-Amherst.In Confessions of the Fox, Jack Sheppard and Edgeworth Bess were the most notorious thieves, jailbreakers, and lovers of eighteenth-century London. Yet no one knows the true story. Their confessions have never been found. Until now. Reeling from heartbreak, a scholar named Dr. Voth discovers a long-lost manuscript—a gender-defying exposé of Jack and Bess's adventures. But is it autobiography or a hoax? As Dr. Voth is drawn deeper into Jack and Bess's tale of underworld resistance and gender transformation, it becomes clear that their fates are intertwined—and only a miracle will save them all.Connect with Ilana and Jordywebsite: ilanamasad.cominstagram: @ilanaslightlyignorantbluesky: @ilanaslightlynewsletter: buttondown.com/imasadcriticwebsite: jordy-rosenberg.cominstagram: @jordyrosenbergOur 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 Confessions of the Fox: https://bookshop.org/a/82376/9780399592287Pre-order Beings: https://bookshop.org/a/82376/9781639737000Become 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-1Support the show

Randy Crabtree welcomes Nick Boscia, The Balanced CPA, to Episode 221 of The Unique CPA. Perhaps unsurprisingly considering that moniker, Nick, like Randy, is a big advocate of maintaining balance in your work and personal life, and they focus their discussion on using modernization and technology to improve that balance. Nick joined his father's CPA firm after several years at the Big Four and while he felt very out of control at first, he was able to put major efficiency gainers into place to the point where the firm has both grown to seven employees and he is able to take ten vacations a year. Setting boundaries and both physical and mental health have played a key role in Nick's professional success, and he talks about how firm owners can make that happen, while also being intentional about ensuring employees understand they are the first priority—even (and especially) above the firm's clients.  Get the full show notes and more resources at TheUniqueCPA.com

How Sync Up Bookkeeping Helps Businesses Grow (North Fulton Business Radio, Episode 888) Sync Up Bookkeeping isn’t your typical firm, and Andrew Clarke isn’t your typical bookkeeper. In this episode, Andrew, the CEO of Sync Up Bookkeeping, joins host John Ray to share how he helps business owners go far beyond balancing books. With experience […] The post How Sync Up Bookkeeping Helps Businesses Grow appeared first on Business RadioX ®.

Are you ready to step up your fraud detection game? Following three years of research, the AICPA's Auditing Standards Board has proposed updates to the Statement on Auditing Standards regarding auditors' responsibilities related to fraud. Get an overview of the proposal. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:AICPA Seeks Comment on Proposed Update to Auditors' Responsibilities Related to FraudAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro speaks with Andy Mellor, Fractional CFO at Summit 17 Ltd, about navigating M&A, preparing for financial events, and leading finance teams through high-growth environments.Key topics covered:Andy's career journey and transition into fractional CFO workStructuring finance teams to support rapid, acquisition-led growthManaging M&A deals end-to-end, including due diligence and integrationCommunicating effectively with sellers, stakeholders, banks, and PE firmsBuilding robust financial models and scenarios for funding strategiesPreparing businesses to be “event ready” with data, tools, and disciplineLinks mentionedAndy's LinkedinLearn more about Summit 17 Ltd Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

This week, Sasha Orloff and Zuora CFO Todd McElhatton discuss the growing complexity of finance operations and the critical role of AI in modern accounting. They talk about the insights from the 'Modern Finance Leader' report, strategies for overcoming legacy systems, and practical advice for finance leaders navigating technological change. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at ⁠⁠⁠⁠⁠⁠https://notion.com/startups/puzzle⁠⁠⁠⁠⁠⁠ Puzzle

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

Some of the resources I mentioned:My app recommendation database https://jasononfirms.com/appsMy service library templates https://jasononfirms.com/service-libraryMy 1040 workflow breakdown https://jasononfirms.com/1040My AI prompts for your meetings https://jasononfirms.com/meeting-promptsHere's that automated time tracker Rize https://rize.io/To learn more about building offers check out Hormozi's $100M Offers https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3

10 Accounting Terms Every Law Firm Owner Should Know - short

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

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Annndddd we are back! Fresh from our trip to Poland, we share some of our plans on our trip recap, so stay tuned! Also this week saw a ton of Anti-Semitism stories, the biggest of which revolved around Tucker Carlson and his ilk. Also, of course there was a lot of good news including a satellite launch by Israel and SpaceX, an Israeli scientific breakthrough with milk, and Israel exporting the Iron Dome. ________ ** 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  

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/  

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: