Podcasts about Accounting

Dawn Fotopulos, Founder of Hidden Profit Academy, and Associate Professor of Business at The King's College, lays out the 3 financial questions to ask when running ANY business, what bankruptcy IS and ISN'T, the 3 main parts of a balance sheet, recognizing accounting yellow flags, and the importance of adopting a new mindset around managing your money.

We continue our year-end toolkit series with insights on key areas of the year-end accounting and reporting process. Today's episode focuses on the finance team's engagement with the audit committee, which faces a packed agenda and expanding oversight responsibilities. We explore how management can strengthen collaboration with those charged with governance, streamline reporting, and address emerging issues such as AI, enterprise risk management, and transformation initiatives.In this episode, we discuss:1:18 – Strengthening management/audit committee communication and collaboration10:10 – Key year-end issues finance teams should be prepared to address15:02 – Oversight of AI: risks, opportunities, and controls21:33 – Enhancing enterprise risk oversight27:35 – Navigating the evolving cyber risk landscape in the age of AI36:05 – Elevating proxy disclosuresFor more, watch the replay of our Year-end audit committee webcast and read our publication, Your year-end audit committee guide.In case you missed it, check out the previous episode in this year-end miniseries:Year-end toolkit: Accounting and reporting reminders for 2026Year-end toolkit: Materiality assessmentsYear-end toolkit: Cash flow classificationBe sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.About our guestStephen Parker is a partner in PwC's Governance Insights Center, which strives to strengthen the connection between directors, executive teams, and investors by helping them navigate the evolving governance landscape. With more than 30 years of experience, Stephen has advised boards of directors on a variety of complex financial reporting matters. Stephen's client service experience includes energy and utility companies, financial services companies, and nonprofits.About our guest hostDiana Stoltzfus is a partner in PwC's 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.

In some ways, the characters in this book were my first lovers.Today we meet Michael Horvich and we're talking about the queer book that saved his life: Giovanni's Room by James Baldwin.Michael is a retired Elementary School Educator and University Instructor. In addition he's many things, here's just a partial list: Poet, Collector, Museum Curator Emeritis, Book Binder, Supernumerary, Flea Circus Ringmaster, and Dementia/Alzheimer's Advocate. He has published two volumes poetry, which in part portray his journey navigating his life partner's Alzheimer's. His advocacy work has led to presentations at numerous organizations including at the Northwestern University Kellogg Graduate School of Business, 33rd Annual Alzheimer's Disease International Convention, and the Chicago LGBTQ Center on Halsted. He also gave the opening key note at the 2019 Mayo Clinic / Minnesota-North Dakota Alzheimer's Association Conference. Michael was featured in ALAN TELLER's “STILL AT IT!"ART SHOW.James Baldwin was a novelist, essayist, playwright, poet, and social critic. His first novel, Go Tell It on the Mountain, appeared in 1953 to excellent reviews, and his essay collections Notes of a Native Son and The Fire Next Time were bestsellers that made him an influential figure in the growing civil rights movement. Baldwin spent much of his life in France, where he moved to escape the racism and homophobia of the United States. He died in France in 1987, a year after being made a Commander of the French Legion of Honor.Connect with Michaelwebsite: www.horvich.comsubstack: mhorvich.substack.comfacebook: facebook.com/mhorvichcreatesOur 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 your copy of Giovanni's Room here: https://bookshop.org/a/82376/9780345806567Become an Associate Producer!Become an Associate Producer of our podcast through a $20/month sponsorship on Patreon! A professionally recognized credit, you can gain access to Associate Producer meetings to help guide our podcast into the future! Get started today: patreon.com/thisqueerbookCreditsHost/Founder: John ParkerExecutive Producer: Jim PoundsAssociate Producers: Archie Arnold, K Jason Bryan and David Rephan, Bob Bush, Natalie Cruz, Troy Ford, Jonathan Fried, Joe Perazzo, Bill Shay, Sean Smith, and Karsten VagnerPatreon 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

In this episode of the Agency Intelligence Podcast, host Jason Cass welcomes guests Daniel Garzella, CEO of Darkhorse Insurance Brokers and Jason Massey, Vice President of Finance and Accounting at Insurance Accountants to discuss the unique challenges of insurance accounting. Daniel shares his journey from running a retail brokerage to founding an insurance accounting company, highlighting the difficulties he faced in finding suitable accounting solutions tailored to the insurance industry. Jason Massey, with a background in corporate accounting at American Express, joins Daniel to provide insights into how their firm addresses the specific needs of insurance agencies, emphasizing the importance of understanding agency management systems and the complexities of insurance accounting. The conversation delves into the significance of accurate financial reporting and the common pitfalls that insurance agents encounter, such as not knowing their numbers and the challenges of scaling their businesses. Both guests stress the importance of leveraging technology, including AI, to enhance efficiency and accuracy in accounting processes. As they prepare for the upcoming Indy Tech event, they express excitement about connecting with independent agencies and sharing their expertise in solving the industry's accounting challenges. Key Topics: The Journey to Founding an Insurance Accounting Company Understanding the Unique Needs of Insurance Accounting The Importance of Technology in Accounting Common Mistakes Made by Insurance Agents Transitioning from Captive to Independent Insurance Leveraging AI in Insurance Accounting Key Financial Metrics for Agency Success Final Thoughts and Looking Ahead to IndieTech Reach out to: Daniel Garzella Jason Massey Jason Cass Visit Website: Insurance Accountants Darkhorse Insurance Brokers  Garzella Group Agency Intelligence Produced by PodSquad.fm

In the past I've consulted companies  and spoke at company sales meetings.    There was one particular company I was consulting and after making my presentations through Marketing, Accounting, Executive leadership, it was the Sales Team's turn.    One of the biggest things they said shocked me.    The GSM said, "Our sales team absolutely hates the call dialer."    Listen, we're about to see a massive shift in how we operate business and how companies operate.    If you have a great product or service and a sales team that is not willing to do whatever it takes to bring it to the masses and are being compensated well for it..........replace them immediately.    A.I. will be happy to take those jobs.    Business is not a pick-a-path journey.    Lean in, listen, and get razor-sharp.    About the ReWire Podcast   The ReWire Podcast with Ryan Stewman – Dive into powerful insights as Ryan Stewman, the HardCore Closer, breaks down mental barriers and shares actionable steps to rewire your thoughts. Each episode is a fast-paced journey designed to reshape your mindset, align your actions, and guide you toward becoming the best version of yourself. Join in for a daily dose of real talk that empowers you to embrace change and unlock your full potential.    Learn how you can become a member of a powerful community consistently rewiring itself for success at ⁠⁠https://www.jointheapex.com/⁠⁠   Rise Above

In this episode, Catrina Craft, a CPA and tax strategist, discusses the importance of tax planning for entrepreneurs. She emphasizes the need for proper business structures, the significance of maximizing deductions, and the benefits of understanding the tax code. Catrina shares practical tips on hiring family members, vehicle expenses, and the importance of not co-mingling personal and business finances. The conversation highlights the value of having a tax strategist who understands the specific needs of different industries.As you listen:00:00 The Importance of Tax Planning04:53 Understanding Business Structures09:45 Maximizing Deductions and Tax Strategies14:36 Vehicle Expenses and Tax Benefits17:20 Conclusion and Future Insights"Income shifting can save you money.""Start with the proper structure."Takeaways:-Have separate bank accounts for personal and business finances.-The IRS code is designed to benefit business owners.-Hiring family members can lead to significant tax deductions.-Understanding your business structure is crucial for tax savings.-Income shifting can help reduce tax liabilities.-Proper tax planning can save you thousands of dollars.-A heavy SUV can qualify for a 100% tax deduction if used for business.-The tax code is complex; seek a knowledgeable CPA.-Start tax planning early to maximize savings.-Learning from lived experiences is invaluable in entrepreneurship.

Roger and Annie welcome back Thad Inge to decode what's happening in Washington DC as filing season kicks off. With potential government shutdowns, billion-dollar IRS budget cuts, and 25% of IRS staff gone through early retirements, uncertainty looms over tax professionals trying to implement retroactive provisions for overtime and tips. The conversation shifts to the renewed push for minimum tax preparer standards and why getting bipartisan legislation passed might be harder than ever in an election year.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Thad IngeLinkedIn: https://www.linkedin.com/in/thad-inge-9342155Website: https://www.vsadc.com/Chapters(00:00) - Introduction and Greetings (03:15) - Congressional Updates and Government Shutdown Concerns (09:19) - IRS Staffing and Service Levels (11:31) - Tax Legislation and Employer Guidance (16:08) - State Tax Variations and Software Updates (19:35) - IRS Budget Cuts and Inflation Reduction Act Funds (25:25) - Student Loan Offsets and Political Implications (28:31) - Potential Tax Legislation and ACA Premium Tax Credits (29:35) - Trump's Healthcare Plan and Legislative Challenges (30:10) - Tax Extenders and Bipartisan Cooperation (32:36) - Child Tax Credit and Legislative Vehicles (33:24) - The Legislative Process and Unanimous Consent (37:02) - Senator Tillis and Party Defections (40:10) - Minimum Standards for Tax Preparers (53:57) - Incentivizing E-Filing for Small Businesses (58:12) - Conclusion and Upcoming Tax Season Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

The accounting and reporting needed for private foundations

Given the brevity of her time as queen of England, we often overlook the fact that Anne of Cleves was indeed that, a queen, and thus her tenure came with all of the benefits, mores and facets of queenship just as much as it did for the many other queens of Henry VIII. We seldom explore what kind of queen she was, how did she spend her money, was she a good landlady, was she a good queen?! Well to discuss all of this and more, I am pleased to welcome back James Taffe onto the podcast for a discussion based on his latest book, Accounting for Anne, The Tudor Queen who could have been, so, settle in to find out precisely what kind of queen she was!

Alicia and Margie explore Intuit's Canny boards at intuit.canny.io, a powerful but underutilized platform where accountants can submit specific, actionable feedback directly to QuickBooks product managers and developers. They break down how to use the three available boards (bank feeds, modern view reports, and payroll), explain the difference between productive feedback and unproductive complaining, and reveal how the upvoting system helps prioritize which features get built. This transparency tool shows what's under review, what's planned, and what's already been released—but it needs more accountants to use it correctly to prove its value to Intuit.SponsorsUNC - https://uqb.promo/unc(00:00) - Introduction and Hosts (00:36) - Importance of Feedback (01:24) - History of QuickBooks Feedback Systems (02:01) - Current Feedback Methods (03:04) - Feedback Processing and Action (04:43) - Using Loom for Feedback (06:36) - Introduction to Canny Boards (10:14) - Navigating the Canny Boards (17:59) - Submitting Effective Feedback (19:13) - Encouragement to Use Canny Boards (21:51) - Upcoming Events and Classes (25:52) - Conclusion and Final Thoughts LINKSCheck out Canny at intuit.canny.ioAlicia's current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907   Margie's Free Class Friday: www.akadian.com/lockerroomWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this OIES podcast, Head of Carbon Management Research Hasan Muslemani speaks to Jazmin Mota about avoided emissions and their role in shaping credible, forward-looking climate strategies. The discussion defines avoided emissions as a comparative, system-level concept that estimates how much lower emissions could be relative to a realistic business-as-usual baseline, rather than emissions a […] The post OIES Podcast – Avoided Emissions in Carbon Accounting appeared first on Oxford Institute for Energy Studies.

What happens when an industry that has barely changed for generations suddenly finds itself at the center of one of the biggest shifts in modern work? In this episode of Tech Talks Daily, I'm joined by Kate Hayward, UK Managing Director at Xero, for a conversation about how accounting is being reshaped by technology, education, regulation, and changing expectations from clients and talent alike. Kate describes this moment as the largest reorganization of human capital in the history of the profession, and as we talk, it becomes clear why that claim is gaining traction. We explore how AI is shifting accountants away from pure number processing and toward higher-value advisory work, without stripping away the deep financial understanding the role still demands. Kate shares why so many practices are reporting higher revenues and profits, and how technology is acting as a catalyst for rethinking long-standing workflows rather than simply speeding up broken ones. We also dig into research showing that pairing AI with financial education strengthens analytical thinking while leaving core calculation skills intact, a useful counterpoint to the more dramatic headlines about machines replacing people. Our conversation moves into the practical reality of how firms are using tools like ChatGPT today, from scenario planning to preparing for difficult client conversations, while also discussing where caution still matters, particularly around data security and core financial workflows. Kate also explains how government initiatives such as Making Tax Digital and the digitization of HMRC are changing client expectations and deepening the relationship between accountants and the businesses they support. We also spend time on the future of the profession, including how hiring strategies are evolving, why problem-solving and communication skills are becoming just as valuable as technical knowledge, and why private equity interest in accounting is accelerating digital adoption across the sector. Kate rounds things out by sharing how Xero is thinking about product design in 2026, what users can expect next, and why keeping the human side of the profession front and center still matters. So as accounting moves further into an AI-assisted, digitally native future, how do firms balance efficiency, trust, identity, and long-term relevance, and what lessons can other industries take from this moment of change? Useful Links Follow Kate Hayward on LinkedIn Accounting and Bookkeeping Industry Report Xero Website Follow on LinkedIn, Facebook, X, YouTube, Instagram

Ever look at your client list and think, “There's no way I can cut this in half and still make the same money”…?Turns out, that belief is backwards.Hunter Bracey walks through how he went from 105 clients to roughly 40 without losing revenue, cut his tax-season hours in half, and went from chaos to feeling in control. It's an honest, practical, nothing-fancy conversation about what real change looks like — and why it's way more doable (and freeing) than you might think.…Link to full shownotes: https://www.businessstrategyforcpas.com/381…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Welcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center. Today, Roger sits down with Shady Abboud, to discuss his unique path into accounting, blending entrepreneurial experience with finance expertise. Shady highlights the distinction between bookkeeping and CFO advisory services, emphasizing the strategic role of a CFO in business growth and decision-making for SMBs. Learn how a niche in e-commerce can boost success. In This Episode: 00:00 Welcome Shady 01:31 Shady's Entrepreneurial Journey to Accounting 05:36 The Strategic Accountant's Perspective 10:09 Bookkeeping vs. CFO Advisory Services 13:50 When a Business Needs a CFO 17:46 Key Performance Indicators for Businesses 20:21 The Value of CFO Client Relationships 23:07 Managing Bookkeeping and Advisory Businesses 27:06 The Niche Advantage: E-commerce Accounting 31:00 Empathy in Client Relationships 35:42 The Bookkeeping Business Experience 39:48 Gratitude and Supporting Entrepreneurs 42:14 Closing Thoughts: Specialization and Mindset 47:00 Podcast Wrap-up and Resources Key Takeaways: Understand your business owner clients' goals beyond just numbers for better financial advice. Differentiate bookkeeping as compliance-focused and CFO advisory as forward-looking strategic analysis. Recognize signs a business needs a CFO, especially during periods of rapid growth, contraction, or strategic pivots. Prioritize gross profit margin as a core KPI to assess business efficiency and impact of external factors like inflation. Cultivate empathy and build trusting relationships with clients to foster open communication and address challenges effectively. Featured Quotes: "My strongest suit was always accounting and finance. So I decided to go into that route exclusively and I really enjoyed it." — Shady Abboud "The CFO or the fractional CFO is the CEO's best friend because he's having a conversation with the business owner that no one else is having." — Shady Abboud "We are more than just a provider. We are their partner. And sometimes one of the most important pieces in their business." — Shady Abboud Behind the Story: Shady offers a look into his evolution from a corporate role to launching and selling two businesses, including a restaurant. This hands-on experience of "wearing all the hats" gave him a rare perspective that traditional accountants often lack. He discovered his knack for finance and his ability to translate complex financial concepts into understandable insights for business owners, leading him to establish his own accounting and advisory firms. His story highlights the personal and professional shifts that paved his way to becoming a strategic financial partner. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Connect the Shady on LinkedIn: https://www.linkedin.com/in/shadyabboud/  https://unloop.com/    Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

In this episode, hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on the external service providers managing your dental practice. While many practice owners assume their finances are in good hands, the reality is that "blind trust" can be a costly mistake.Casey and Jarrod identify the critical warning signs that your CPA or financial advisor might be operating on autopilot—or worse, providing subpar service that limits your growth.Whether you are a new owner or a veteran nearing retirement, this episode provides a checklist to ensure your advisors are actually working for you, not just for their own convenience.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

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 can trigger tax in multistate telehealth practices? Have you ever heard of “nexus?” How can multistate telehealth practice owners proactively handle their taxes to avoid unnecessary hurdles? In this […] The post Building Great Lakes Online Counseling: Phone Systems, Accounting, Nexus Registration, and Virtual Assistants | POP 1331 appeared first on How to Start, Grow, and Scale a Private Practice | Practice of the Practice.

Selling to private equity is not the end of the journey. It is the beginning of a new phase of growth. In this episode of the Measure Success Podcast, Carl J. Cox, CEO of 40 Strategy and 40 Accounting sits down with Neel Bhargava, founding partner at NB Group, to unpack how private equity partnerships really work for founder- and family-owned businesses. Neel shares how his firm approaches growth-focused investing, why rolling equity is critical, and how conservative use of debt protects long-term value. The conversation also explores what typically changes in the first 18 months after an investment, including finance, leadership structure, and strategic planning. This episode offers clear insight for founders thinking about private equity and operators preparing for their next stage of scale. Listen now and learn how to build a business that is ready for growth, partnership, and long-term success. https://www.linkedin.com/in/neelbhargava/ www.nbgroup.us

Nicole Bendig-Lamb of Arvada, CO shares how she overcame self-doubt and became not just a successful cottage food entrepreneur, but also a recognized influencer, author, speaker, and business coachGet full show notes and transcript here: https://forrager.com/podcast/159

Get an overview of the recent guidance and clarifications issued by the AICPA Professional Ethics Executive Committee. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:PEEC Publishes Final Clarifications in the AICPA Code of Professional Conduct for Engagements Subject to SSAEsPEEC releases clarifying guidance on independence in SSAE engagementsAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

In this episode, we discuss the latest tax research presented at the Hawaii Accounting Research Conference. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, Nicole Kehl welcomes Amy Horner, CPA and academic director, for a powerful discussion on the future of accounting. Together, they unpack the profession's outdated perceptions, the impact of AI, and the cultural shifts reshaping what it means to be a CPA today. From alternate licensure pathways to rethinking work hours and attracting new talent, this is a must-listen conversation for firm owners and accounting leaders. 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.

Thanks to our Partners, NAPA TRACS, Today's Class, KUKUI, and Pit Crew Loyalty Watch Full Video Episode This episode explores the critical role of specialized financial management with shop owner Liz Perkins and CPA Hunt Demarest. The discussion focuses on Perkins' move to a CPA firm dedicated solely to the automotive industry, emphasizing how general accountants often misclassify data and miss key industry nuances. Demarest explains that a strong accounting partnership should extend beyond tax filing to include ongoing tax strategy and clear insights into profitability. Perkins shares how stepping away from a DIY approach to her finances gave her clearer visibility into market performance and greater peace of mind. Together, they make the case for shop owners to prioritize financial literacy and expert partnerships to maintain healthy, sustainable, cash flow positive businesses. Stop Armchair Quarterbacking:Why real time numbers, not last month's reports, must drive in the moment business decisions.The Rule of Holes:Recognizing when you're losing money and knowing when to stop digging so you can rebuild.Drilling Down:Using market and location specific P&Ls to uncover true profitability.Beyond the Tax Return:The difference between reactive tax prep and proactive, year round tax planning.The Pain-Free Pivot:Why switching accounting firms is faster and easier than most shop owners think.Asking the Right Questions:How to evaluate a CPA beyond basic bookkeeping and tax filing.Selling Understanding:Building a relationship based financial strategy, not just reports and numbers.The Status Quo Trap:How ignoring your numbers leads to avoidable financial pain. Liz Perkins, L1 Automotive Diagnostics and Program, L1 Automotive Training, Previous episode HERE. Hunt Demarest, CPA, Paar Melis and Associates, Business by the Numbers Podcast Thanks to our Partner, NAPA TRACS NAPA TRACS will move your shop into the SMS fast lane with onsite training and six days a week of support and local representation. Find NAPA TRACS on the Web at http://napatracs.com/ Thanks to our Partner, Today's Class Optimize training with Today's Class: In just 5 minutes daily, boost knowledge retention and improve team performance. Find Today's Class on the web at

As part of our official DealFlow Discovery Conference Interview Series, produced by Mission Matters, along with our partner DealFlow Events, we're showcasing the innovative companies presenting at the upcoming DealFlow Discovery Conference (January 28-29, at the Borgata in Atlantic City) and the executives behind them. In this episode, Adam Torres interviews Brian Krogol, CFO of SPFX (Standard Premium Finance), about the insurance premium finance industry and SPFX's mission to build stability that lasts. Brian explains how SPFX helps businesses manage large upfront insurance premiums, and how the company is pursuing long-term growth through a rollup strategy in a fragmented market. About Brian Krogol Brian Krogol joined the organization in 2019 as Vice President of Accounting and has since been named as CFO. Mr. Krogol graduated from the Fisher School of Accounting at the University of Florida with a Master of Accounting (MAcc) in 2011. After graduation, he worked as an auditor with Grant Thornton, an international organization of independent assurance, tax, and advisory firms, gaining audit experience with companies in the health care, manufacturing, distribution, hospitality, restaurant, and financial industries, as well as, experience on 10-Q, 10-K, SOX 404, benefit plan, and IPO engagements for SEC clients, including quarter- and year-end engagements for private clients reporting under US GAAP from 2011 to 2013. Mr. Krogol gained recognition for earning the prestigious Elijah Watt Sells award in 2012 for his performance on the Certified Public Accountant examination. About SPFX (Standard Premium Finance) Standard Premium Finance Management Corporation provides premium financing solutions for businesses and individuals. With over 200 years of combined industry experience, the team is uniquely positioned to support and advise partners, agents, and clients on all aspects of premium financing. As an industry leader, the company facilitates over $140 million in annual loan originations, offering loan options ranging from $500 to more than $500,000. Standard Premium Finance Holdings, Inc. (OTCQX: SPFX) is an industry-specific holding company pursuing merger and acquisition opportunities of synergistic businesses to take advantage of economies of scale within the specialty finance sector. To date, SPFX companies have provided financing solutions totaling approximately $1.5 billion to businesses and individuals to secure coverage for their property and casualty insurance policies. SPFX companies currently operate in more than thirty states across the United States. The organization continuously seeks roll-up opportunities in a historically consolidating industry while providing maximum value for its shareholders. This interview is part of our effort to help investors discover compelling companies ahead of the event — and to help CEOs introduce their story to the 1500+ conference attendees. Learn more about the event and presenting companies:⁠⁠https://dealflowdiscoveryconference.com/⁠⁠ Follow Adam on Instagram at ⁠⁠https://www.instagram.com/askadamtorres/⁠⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠⁠https://missionmatters.lpages.co/podcastguest/⁠⁠ Visit our website: ⁠⁠https://missionmatters.com/⁠⁠ More FREE content from Mission Matters here: ⁠⁠https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

“Keep walking toward your goals” on the Daily Grind ☕️, your weekly goal-driven podcast. This episode features Kelly Johnson @kellyfastruns and special guest Nancy Benet @success.your.way, who is a licensed CPA, entrepreneur, and CEO of both Fix-It Accounting and Success Your Way, an online education platform empowering women to start and grow businesses aligned with their deepest desires.S8 Episode 34: 1/15/2025Featuring Kelly Johnson with Special Guest Nancy BenetFollow Our Podcast:Instagram: @dailygrindpod https://www.instagram.com/dailygrindpod/  X: @dailygrindpod https://x.com/dailygrindpod Facebook: https://www.facebook.com/dailygrindpodTikTok: https://www.tiktok.com/@dailygrindpodPodcast Website: https://direct.me/dailygrindpod   Follow Our Special Guest:Website: https://www.successyourway.com/master-your-business-mindset Instagram:  @success.your.way

Alicia breaks down everything accounting professionals need to know about filing 1099-NEC and 1099-MISC forms in QuickBooks Online for 2026. She covers who qualifies for a 1099, which payment methods require filing, how to use QBO's Contractor Center and automated filing tools, and why the $600 threshold is finally changing to $2,000 in 2027. Alicia also shares practical workarounds for common issues like material reimbursements, state filing requirements, and what to do when contractors don't return their W-9 forms.SponsorsUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:19) - Diving into 1099 Forms (01:53) - Understanding 1099 Compliance (04:43) - Different Types of 1099 Forms (06:46) - QuickBooks and 1099 Management (07:25) - W-9 Forms and Common Mistakes (09:54) - Independent Contractors vs. Employees (13:34) - Who Needs a 1099? (17:56) - Payment Methods and 1099 Exemptions (22:59) - Using QuickBooks for 1099 Filing (29:24) - Filing and Correcting 1099s (41:33) - Conclusion and Additional Resources Alicia's Current Classes1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907  We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In an education landscape that forces educators to prioritize getting kids to pass standardized tests, students who are already performing above grade level can easily be overlooked. But, Warrensville Education Association member Briana McDonald says we have to do better for those gifted students. In this episode, she shares her perspective about the need for high-quality gifted education programs in our schools, the challenges of serving gifted-identified learners, and the opportunities for all educators to grow as professionals to meet gifted students' needs.SHARE YOUR PERSPECTIVE | If you, like Briana, have an education topic you're passionate about, we want to hear from you on the podcast! Please email us at educationmatters@ohea.orgMID-CAREER EDUCATORS UNITE | Many educators in the second decade of their career especially report a need for more effective professional development opportunities. Mid-career educators are coming together now within the Ohio's New Educators (ONE) department to ensure all Ohio educators in the second decade of the career have the support they need to thrive. Check out our episode on the mid-career pilot program from earlier this season.  SUBSCRIBE | Click here to subscribe to Public Education Matters on Apple Podcasts or click here to listen on Spotify so you don't miss a thing. You can also find Public Education Matters on many other platforms. Click here for some of those links so you can listen anywhere. And don't forget you can listen to all of the previous episodes anytime on your favorite podcast platform, or by clicking here.Featured Public Education Matters guest: Briana McDonald, Warrensville Education Association memberNow in her 13th year in education, Briana McDonald has been a teacher, administrator and gifted intervention specialist during her career. She currently works for Warrensville Heights City School District as an elementary teacher. Her two Bachelor's degrees in Middle School Education and Accounting are from the University of Mount Union (Alliance, OH). Her two Master's degrees in Educational Administration and Curriculum and Instruction with Gifted and Talented Learners are from Cleveland State University. She is a twin mom to 5 year old twin boys, Zeke and Zion, and married to her husband, Jeff. Connect with OEA:Email educationmatters@ohea.org with your feedback or ideas for future Public Education Matters topicsLike OEA on FacebookFollow OEA on TwitterFollow OEA on InstagramGet the latest news and statements from OEA hereLearn more about where OEA stands on the issues Keep up to date on the legislation affecting Ohio public schools and educators with OEA's Legislative WatchAbout us:The Ohio Education Association represents nearly 120,000 teachers, faculty members and support professionals who work in Ohio's schools, colleges, and universities to help improve public education and the lives of Ohio's children. OEA members provide professional services to benefit students, schools, and the public in virtually every position needed to run Ohio's schools.Public Education Matters host Katie Olmsted serves as Media Relations Consultant for the Ohio Education Association. She joined OEA in May 2020, after a ten-year career as an Emmy Award-winning television reporter, anchor, and producer. Katie comes from a family of educators and is passionate about telling educators' stories and advocating for Ohio's students. She lives in Central Ohio with her husband and two young children. This episode was recorded on September 22, 2025.

The holiday decorations are down, but for many dental practice owners, the "New Year's Fog" is just setting in. Are you returning to the office feeling energized, or do you feel trapped in a repetitive cycle of burnout?In this episode, hosts Casey Hiers and Jarrod Bridgeman dive deep into the psychological and operational hurdles dentists face every January. They argue that "hope is not a strategy" and explain why relying on New Year's resolutions often leads to the same stagnant results. Stop running in circles and start moving toward a defined exit strategy. Tune in to learn how to empower yourself and your staff for a record-breaking year.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

On this episode of the JofA podcast, an AICPA executive and regular guest discussed trends from discussions with numerous finance professionals, delving into how AI and hybrid work might affect accounting this year and beyond. "Now we're going to be talking about managing AI agents in finance and accounting," Tom Hood, CPA/CITP, CGMA, said. "That's going to be a whole different world, and it's going to be exponential in what we can do with it." Hood, the AICPA's executive vice president–Business Engagement and Growth, also explained why CFOs are cautiously optimistic about growth and how the Rise2040 project is helping the profession prepare for long-term change. What you'll learn from this episode: How AI is shifting from simple productivity tools to powerful finance agents — and what that means for accounting professionals. Practical strategies for making hybrid work more effective, including purposeful in-office collaboration. Why CFOs and finance leaders are cautiously optimistic about growth in 2026 despite economic uncertainty. How anticipatory thinking and hard-trend analysis can help accountants prepare for long-term change and disruption. Why trust and integrity remain core accounting values.

Does running your firm have to feel this uncertain to be working?Most CPAs assume uncertainty, discomfort, and the unknown are signs of risk – but they're often just signs you're doing something new.This episode breaks down six practical truths that help firm owners stop overthinking, make calmer decisions, and move faster toward “enough.” Enough money. Enough time. And real freedom.If you've been grinding, hesitating, or waiting to feel ready, this episode reframes what actually matters – and what doesn't.…Link to full shownotes: https://www.businessstrategyforcpas.com/380…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

A real estate developer serving time for fraud gets a second chance.SponsorsRoutable - http://ohmyfraud.promo/routableUNC - http://ohmyfraud.promo/unc (00:00) - Eli Weinstein is Pardoned (01:41) - Podcast Announcements and Reviews (08:01) - Lakewood Township and Weinstein's Background (09:14) - Weinstein's Real Estate Fraud (11:09) - Legal Troubles and Indictments (16:13) - Weinstein's Sentencing and Clemency (22:34) - The Complexity of Executive Clemency (24:11) - Weinstein's New Fraud Scheme (25:32) - The Optimus Investments Scam (30:02) - Unraveling the Fraud (35:30) - The Downfall and Legal Consequences (40:39) - Reflections on Clemency and Fraud (47:09) - Final Thoughts and Credits Take our survey: https://forms.gle/mRrR7FPCZs8eWnog8Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CEDownload the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.CONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Sources:Statement from the Press Secretary Regarding Executive Grants of Clemency [WH]Lakewood Township, New Jersey [Wikipedia]Eli Weinstein's Second Chances [Bloomberg]Leader of $200 Million Real Estate Investment Scam Arrested for Fraud [FBI]Leader of $200 million real estate investment scam charged in 45-count indictment with fraud and money laundering [DOJ]US v. ELIYAHU WEINSTEIN [DOJ]Leader Of Multi-Million Dollar Real Estate Fraud Scheme Pleads Guilty To Fraud And Money Laundering [DOJ]Leader of Massive Real Estate Fraud Scheme Sentenced to 22 Years in Prison for Fraud and Money Laundering [DOJ]Convicted Ponzi Schemer Eliyahu Weinstein Arraigned on New Charges [FBI]Convicted Ponzi Schemer Eliyahu Weinstein Sentenced To Additional 24 Months In Prison On New Fraud And Money Laundering Charges [DOJ]The Road to Clemency From Trump Was Closed to Most Who Sought It [NYT]Access, Influence and Pardons: How a Set of Allies Shaped Trump's Choices [NYT]A Ponzi Schemer Freed by Trump Strikes Again [Bloomberg Originals]Convicted Ponzi Schemer and Alleged Conspirator Indicted for Multimillion-Dollar Fraud Scheme and Obstruction of Justice [DOJ]US v. ELIYAHU (“ELI”) WEINSTEIN, a/k/a “Mike Konig,” and ARYEH (“ARI”) BROMBERG [DOJ]Ponzi Schemer Who Got Trump Clemency Convicted in New Fraud Case [Bloomberg]Convicted Ponzi Schemer and Co-Conspirator Sentenced to 37 Years and 12 Years for $44 Million Fraud Scheme, Money Laundering, False Statements, and Obstruction of Justice [DOJ]A Fraudster Pardoned by Trump Gets 37 Years for Running Ponzi Scheme [NYT]About the Task Force [DOJ]FINANCIAL FRAUD ENFORCEMENT TASK FORCE ANNOUNCES REGIONAL RESULTS OF “OPERATION BROKEN TRUST” TARGETING INVESTMENT FRAUD [DOJ]Establishment of the Financial Fraud Enforcement Task Force [Executive Order 13519 / Federal Register]President Trump Issues Executive Order to Establish Task Force on Market Integrity and Consumer Fraud [Center for Financial Stability]

In this episode, we share key insights and reminders on navigating materiality judgments. We revisit the fundamentals of SAB 99, explore how to apply both quantitative and qualitative considerations, address identified errors, and more.In this episode, we discuss:3:53 – The framework for assessing materiality and errors in financial statements8:51 – Addressing identified errors15:01 – Reassessing materiality amid economic and other changes19:48 – Trends in reporting errors, including cash flow statement impacts23:09 – Fraud and illegal actsIn case you missed it, check out the previous episode in this year-end miniseries, Year-end toolkit: Accounting and reporting reminders for 2026.Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.About our guestMichael Mullen is PwC's US Assurance Quality Management leader. In this role, he oversees complex client issues, providing technical insights and expertise in support of overall quality. With over 35 years of client service experience, Michael has led numerous global client engagements.About our guest hostDiana 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.

How can we hold together idealism and authenticity even when the world is homophobic?Today we meet Lucas F. Schleusener and we're talking about the queer book that saved his life: Lost Prophet: The Life and Times of Bayard Rustin by John D'Emilio.Lucas is a writer, educator, and national security strategist shaping the future of equity across the national security enterprise. As Co-Founder and CEO of Out in National Security he leads a global community that advances LGBTQIA+ inclusion and drives policy change across defense and foreign policy. Luke is a Term Member of the Council on Foreign Relations and previously served as Chairman of the Board of No One Left Behind. His writing has appeared in Foreign Policy, Defense One, The Hill, and Law360.John D'Emilio, PhD is professor emeritus of history and gender and women's studies at University of Illinois at Chicago. A Guggenheim Fellow and a pioneer in the field of gay and lesbian studies, he is the author, coauthor, or editor of numerous books, including Sexual Communities and Intimate Matters, which was cited in Justice Anthony Kennedy's opinion in Lawrence v. Texas, the 2003 Supreme Court case overturning US anti-sodomy laws. John is the founding director of the Policy Institute of the National LGBTQ Task Force, he has also served as President of the Gerber/Hart Library and Archives, a community-based library and historical archives in Chicago.Connect with Luke and JohnLuke's website: outinnationalsecurity.orglinkedin: linkedin.com/in/lucas-f-schleusener-9a470415/John's website: americanlgbtqmuseum.org/profile/john-demilio/facebook: facebook.com/john.demilio.7/Our BookshopVisit our Bookshop for new releases, current bestsellers, banned books, critically acclaimed LGBTQ books, or peruse the books featured on our podcasts: bookshop.org/shop/thisqueerbookBuy your copy of Lost Prophet: The Life and Times of Bayard Rustin here: https://bookshop.org/a/82376/9780226142692Become an Associate Producer!Become an Associate Producer of our podcast through a $20/month sponsorship on Patreon! A professionally recognized credit, you can gain access to Associate Producer meetings to help guide our podcast into the future! Get started today: patreon.com/thisqueerbookCreditsHost/Founder: John ParkerExecutive Producer: Jim PoundsAssociate Producers: Archie Arnold, K Jason Bryan and David Rephan, Bob Bush, Natalie Cruz, Troy Ford, Jonathan Fried, Joe Perazzo, Bill Shay, Sean Smith, and Karsten VagnerPatreon 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

AI won't replace accountants—but AI-enabled firms will outcompete them. Blake Oliver sits down with Thomson Reuters' Elizabeth Beastrom and Kirat Sekhon to map the end-to-end tax workflow, from document intake and auto-population (SurePrep) to delivery and e-sign (SafeSend), and into year-round advisory with CoCounsel and Ready to Advise. Learn how to “kill the questionnaire,” free staff from data entry, build an open tech stack, and turn tax prep into subscription advisory.Chapters(02:49) - Technology Expectations of New Accountants (03:38) - The Shift from Desktop to Cloud-Based Tax Software (05:14) - Thomson Reuters' Approach to Customer-Centric Tax Technology (05:55) - Automation and AI in Tax Workflow (10:58) - The Role of SurePrep in Data Entry Automation (18:34) - Advisory Services and Ready to Advise (24:53) - AI in Onboarding and Knowledge Transfer (25:35) - Empowering Junior Associates with AI (26:41) - AI in Education and Talent Attraction (30:40) - AI's Role in Tax and Accounting (33:58) - The Future of AI in Tax Preparation (41:59) - AI-Driven Advisory Services (47:41) - Practical Steps for Tax Firms to Embrace 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 GuestsElizabeth Beastromhttps://www.linkedin.com/in/elizabeth-beastrom/Kirat Sekhonhttps://www.linkedin.com/in/kirat-sekhon-2172022/Learn more about Thomson Reutershttp://thomsonreuters.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

As a small business owner, you wear a lot of hats and it's easy to feel like the pressure never stops. Randy Crabtree, Co-Founder of Tri-Merit Specialty Tax Professionals, shares lessons that push you to rethink how you run your finances. He talks about passion, problem solving, and building systems that help you get better cash flow, and long‑term stability for your business. You'll hear how he reshaped his career and his thinking helps business owners improve tax planning and adapt to the future of accounting. He goes straight into billable hours, pricing, advisory work, AI, offshoring, burnout, and what small business owners should expect from great financial partners. Tune in now and hear insights that shift the way you think about your financial future. ▶️People You Should Know: Randy Crabtree.Episode resources:● Website: https://anderscpa.com/ ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com ● Check out the Virtual CFO Playbook Course:  https://anderscpa.com/virtual-cfo-services/vcfo-playbook/   QuotesRandy Crabtree: "If we free ourselves from compliance work, don't fill that space with more of the same. That's where advisory comes in, helping clients get to outcomes they didn't even know were possible."Tom Wadelton: "Supporting nonprofits by handling their accounting and guiding new treasurers has been a great way to contribute."Adam Hale: "A lot of people starting their own practices deal with imposter syndrome. Supporting them and helping them build confidence has been rewarding.”Randy Crabtree is the Co-Founder and Partner at Tri-Merit Specialty Tax, where he helps accounting firms maximize value through R&D tax credits, cost segregation, and energy incentives like 179D and 45L. As host of The Unique CPA podcast and founder of the Bridging the Gap conference, Randy is a leading voice in redefining how CPAs deliver impact beyond compliance. Recognized as one of the Top 100 Most Influential People in Accounting, he brings deep insight and energy to every conversation. His passion for supporting firms and spotlighting innovation has made him a trusted figure in the profession. Website: https://tri-merit.com/ FB: https://www.facebook.com/TriMerit   LI: https://www.linkedin.com/in/randy-crabtree-cpa-1945a67/https://www.linkedin.com/company/tri-merit-llc/      The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.Website: https://www.buzzsprout.com/2458888  Facebook: https://www.facebook.com/AndersCPA LinkedIn: https://www.linkedin.com/company/anders-cpa/ Instagram: https://www.instagram.com/anderscpa/ YouTube:

Welcome to the premiere episode of Money Talks, a Live The Dream Media production presented in partnership with Desert Rose Tax & Accounting. Today, we are completely rethinking our relationship with finance through a biblical lens. We'll be deconstructing the common misconception that 'money is the root of all evil' and exploring the scriptural truth behind why wealth is part of a divine plan. So, sit back, relax, and join us as we unpack it all—only on Live The Dream Media."Money Talks W/ Hosts Clint Peek & Ed Ethington

Roger and Annie open 2026 by reviewing the major provisions from the Big Beautiful Bill that will affect this tax season, including no tax on tips, overtime exemptions, senior deductions, and car loan interest. They shift focus to practice management essentials that often get overlooked, discussing how to set boundaries with clients, right-size your firm, avoid becoming a bottleneck, and build a sustainable business model that doesn't require working 90-hour weeks. The conversation covers everything from engagement letters and payment policies to contingency planning and post-season evaluation.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - FTU 67 (00:37) - Overview of 2026 Tax Season Changes (02:31) - Key Tax Provisions for 2025 (05:16) - No Tax on Tips and Overtime (11:59) - Senior Citizen Deduction and Car Loan Interest (15:10) - Introduction of Trump Accounts (19:55) - Practice Management and Work-Life Balance (31:12) - The Importance of Delegation and Trust (31:59) - ‌ (34:54) - Contingency Planning for Unforeseen Circumstances (42:13) - Client Engagement and Scope Management (48:15) - Post-Tax Season Evaluation (53:13) - New Legislation and Client Communication (59:17) - Final Thoughts and Encouragement Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

You're listening to a re-release of a past CPA MOMS podcast episode. We're resharing this conversation because the topic of confidence continues to come up for women in accounting, especially when stepping into leadership, growth, or ownership. If you missed this episode the first time, or if you need the reminder right now, it's worth another listen. 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.

Are your financial reports helping you grow your business or just giving you a headache? In this episode of Grow Your Business & Grow Your Wealth, guest host Ken May sits down with Rusty Fulling, founder and president of Fulling Management & Accounting Inc., to unpack how small business owners can build a stronger financial foundation through outsourced accounting, fractional CFO services, and proactive tax strategy. Rusty shares real-world stories, practical insights, and a refreshing perspective on turning numbers into clarity, reducing stress, and creating true peace of mind for business owners. Key Takeaways→ Financial statements should tell a story, not just list numbers.→ Outsourced accounting and fractional CFO support help owners move from firefighting to planning.→ The balance sheet is just as important as the profit and loss statement.→ Trust is essential, but verification and internal controls protect your business.→ Clarity around your numbers leads directly to better decisions, more substantial profits, and better sleep. If you are ready to stop guessing and start making confident financial decisions, this episode is a must-listen.  Tune in now, and if your numbers still feel confusing, consider working with professionals who help translate data into strategy so you can keep growing your business and your wealth. Connect with Rusty on his website: https://www.fullingmgmt.com/about-us/rusty-fulling Learn more about your ad choices. Visit megaphone.fm/adchoices

Think AI will free you from ‘mundane bookkeeping' so you can do advisory? Blake and David say it's the opposite. Hear how owners already use AI as a de facto CFO, why drafting narratives—not matching bank feeds—is the real win, what the ‘AI premium' means in a billable-hour world, and the two numbers firm owners should track in 2026: monthly recurring revenue and bottom-line profit.SponsorsUNC - http://accountingpodcast.promo/uncOnPay - http://accountingpodcast.promo/onpayTaxBandits - http://accountingpodcast.promo/taxbanditsChapters(01:35) - News Highlights and Sponsor Acknowledgements (03:56) - AI in Small Business Accounting (07:04) - AI's Impact on Accounting Tasks (10:01) - Thought Leader Survey on AI in Accounting (19:56) - AI Premium and Job Automation (25:27) - Survey Answers from Accounting Thought Leaders (25:54) - AI's Role in Strategy and Decision Making (28:24) - Impact of AI on Competitive Landscape (30:50) - AI's Effect on Costs in Accounting Firms (31:54) - AI Replacing Staff Accountants (33:24) - Personal Job Security and AI (41:05) - AI Influencers and Future Experiments (49:24) - Conclusion and CPE Information  Show NotesThese Small-Business Owners Are Putting AI to Good Use https://www.wsj.com/tech/ai/small-business-ai-chatgpt-prompts-0c9a95c4 AI Thought Leaders Survey 2026: Process Predictions https://www.accountingtoday.com/list/ai-thought-leaders-survey-2026-process-predictions Tech Spending Outpacing People Spending as Firms Adopt AI https://www.accountingtoday.com/list/tech-spending-outpacing-people-spending-as-firms-adopt-ai How Much is the 'AI Premium?' https://www.accountingtoday.com/list/how-much-is-the-ai-premium AI Can't Replace Accountants. When Could It? https://www.accountingtoday.com/list/ai-cant-replace-accountants-when-could-it Accounting in 2026: The Year Ahead in Numbers https://www.accountingtoday.com/list/accounting-in-2026-the-year-ahead-in-numbers AI Vending Machine Lost $1,000 to Social Engineering https://www.wsj.com/tech/ai/anthropic-ai-claude-vending-machine-c7baef6f Anthropic's Project Vend Phase 2 https://www.anthropic.com/research/project-vend-2 Trump Commutes Sentence of Private Equity CEO Convicted of Fraud https://www.cnn.com/2025/12/01/politics/david-gentile-trump-pardon Trump Commutes 7-Year Prison Sentence of Former Private Equity CEO David Gentile https://www.nbcnews.com/politics/white-house/trump-commutes-7-year-prison-sentence-former-private-equity-ceo-david-rcna246744 California's Controversial Wealth Tax Proposal Leaves Billionaires With Little Way Out https://www.cnbc.com/2026/01/08/california-wealth-tax-proposal-leaves-billionaires-with-little-way-out.html California Could Impose a Billionaire Tax. Here's How It Would Work https://www.cbsnews.com/news/california-billionaire-tax-ballot-initiative-how-it-works/ New Tax on the Wealth of Billionaires https://lao.ca.gov/BallotAnalysis/Initiative/2025-024Need 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/OvercastWant 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

This episode explores key accounting and reporting considerations for year-end financial reporting. Technical leaders from our National Office share reminders and timely insights across a range of topics, including tariffs, income taxes, held-for-sale accounting, and other emerging issues–topics that are relevant for all finance teams, even if it's not year-end close time.In this episode, we discuss:1:52 – AI mega-deal structuring and related accounting and reporting complexities11:30 – Equity method accounting considerations and related disclosures15:58 – Tariffs and trade considerations, including inventory impacts21:38 – Crypto asset accounting models and new FASB guidance25:16 – Accounting and reporting for private credit transactions33:00 – Tax reform developments and income tax accounting40:00 – New ASUs related to derivatives and hedge accounting42:52 – Held-for-sale accounting46:00 – OECD Pillar 2 and global taxFollow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.About our guestsBret Dooley is a PwC National Office Deputy Chief Accountant who leads teams focused on the financial services sectors and accounting for financial instruments. He has over 25 years of experience in the financial services, banking, and capital markets industries. Bret focuses on emerging financial reporting issues related to financial instruments, developing interpretive guidance, and assisting clients in resolving complex accounting matters.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.Beth Paul is a PwC National Office Deputy Chief Accountant responsible for a team of consultants that specialize in business combinations and related areas, such as consolidations, disposals, impairments, and segment reporting. She has over 30 years of experience consulting with clients and engagement teams on complex accounting matters.About our guest hostTom Barbieri is PwC's US Chief Accountant. He has over 30 years of experience advising large financial services and multinational corporations on complex accounting issues. Tom leads the Accounting & SEC Services Group within the National Office, which is focused on supporting our clients and engagement teams in navigating complex technical accounting and financial reporting matters. He is also a member of the Financial Accounting Standards Advisory Council.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.

Alicia breaks down Intuit's December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation tool that finally makes it possible to move up to 75 clients between QBO Accountant instances without the previous hassles.(00:00) - Introduction to the Podcast (01:28) - Upcoming Events and Webinars (05:02) - Product Innovations and Updates (14:11) - Realm Consolidation Explained (22:32) - Personal Updates and Upcoming Classes (25:38) - Conclusion and Farewell LINKSAlicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907In the Know Dec 2025 Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/B5lOFuy8T0CEHeDTJH2h_December2025_In_the_Know_Handout.pdfIntuit Accountant Suite: https://www.firmofthefuture.com/product-update/intuit-accountant-suite/Realm consolidations:Learn more:  https://www.firmofthefuture.com/product-update/consolidating-realms/Guide: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/ias-realm-consolidation-connect-2025.pdfTransferring clients: http://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/transfer-clients-intuit-accountant-suite/L2a0pk1mS_US_en_USBooks Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/preview?pli=1&pru=AAABm1b0Ouk*lKfPbqT_5LtH2ueFFn2VxwWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Do you feel constantly worried about shrinking organic visibility, heavier ad pressure, and constant change? Running an agency has never been a straight line. Platforms change, algorithms shift, and what worked five years ago can quietly stop working overnight. Organic visibility is shrinking, ads are getting more expensive, and uncertainty feels constant. Today's featured guest knows that reality and will share her journey from agency employee to founder of a 43-person local SEO agency, along with her honest perspective on Google, AI, remote teams, and why growing bigger can actually create more freedom and impact when done for the right reasons. Joy Hawkins is the founder and owner of Sterling Sky, a specialized local SEO agency focused on helping businesses rank on Google Maps and local search results. She has been working in the SEO industry since 2006 and is widely known for her deep understanding of how Google's algorithm works, especially in local search. Sterling Sky is a fully remote agency with team members spread across Canada and the United States. What started as a small consulting experiment has grown into a 43-person team over eight years. In this episode, we'll discuss: Google, AI, and the future of local SEO Why SEO agencies must diversify to survive Building a fully remote team. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. From Agency Employee to Founder of a Local SEO Agency After more than a decade inside agencies, Joy realized she was more interested in how systems worked than in selling them. When disagreements about services and sales responsibilities reached a breaking point, she decided to try consulting (fully prepared to dip into savings and return to a job if needed). Clients came faster than expected. Eight years later, that experiment has grown into a 43-person remote agency. Google, AI, and the Future of Local SEO One of the biggest challenges Joy sees in the industry right now is the pace of change inside Google's ecosystem. Features are constantly being swapped out, organic real estate is shrinking, and small businesses are feeling the impact more than ever. While agencies can usually adapt, clients often struggle because Google still represents such a large percentage of their lead flow. A major concern Joy sees is how Google is pushing more ads and limiting organic exposure, especially in local results. On mobile devices, users are now seeing local service ads dominate the top of the screen, followed by AI-driven local results that are shrinking from three listings down to one in some cases. For businesses that used to rely on being second or third in the map pack, this shift can mean a dramatic drop in calls almost overnight. Despite the fear around AI, Joy does not believe Google is going anywhere. As she points out, Google's real advantage is data. Reviews, location history, calls, visits, and behavior all live inside Google Maps. That depth of information is something other platforms struggle to match. Local SEO is still viable, but it is no longer free traffic in the way many business owners became used to. The bigger lesson is not about Google itself, but about dependency. When an agency or a business relies too heavily on one channel, any change can feel catastrophic. The agencies that struggle the most right now tend to be those built around rigid, cookie-cutter systems that cannot flex with the landscape. Why SEO Agencies Must Diversify to Survive Agency owners who want time to adapt should keep in mind it's always better to have an outbound strategy, an inbound strategy, and partnerships that you can rely on. If all your business comes from one channel and that channel changes, you are forced into reaction mode. The opportunity here is for agencies to guide clients toward broader strategies. That might include paid ads, partnerships, or even old school tactics like direct mail and local sponsorships. The exact tactic matters less than the mindset. Businesses need multiple levers to pull so they are not held hostage by one platform's decisions. For instance, right now everyone's scrambling to adopt AI in their processes, services, and more. But you should also try to understand the economics behind AI and advertising. The massive data centers, energy consumption, and infrastructure costs mean that today's low prices will not last forever. Platforms are investing heavily now with the expectation that monetization will follow. For agency owners, this reinforces the importance of pricing correctly, setting expectations with clients, and building offers that account for rising costs and shrinking organic margins. Building a Fully Remote Agency Joy's agency started more as a practical decision than a remote-first experiment. After years of working from home she saw no reason to take on the overhead of an office. The cost savings mattered early on, but the flexibility mattered even more. Without a commute, Joy could better balance work and family life. That same benefit extended to her team. Many of her early hires were former coworkers from an agency that later shut down, people she already trusted and respected. Since they were geographically spread out, an office would have created unnecessary friction. Expanding into the United States was also a strategic move. Joy wanted access to a larger talent pool so she could be extremely selective about who she hired. Being remote made it possible to hire people who were already passionate about local SEO instead of settling for whoever happened to live nearby. Culture, Connection, and Team Building at Scale One of the risks of running a remote agency is losing human connection. Joy is very intentional about avoiding that. While informal meetups happen more often in Canada, the entire team gets together once a year for an in person retreat. The goal of these retreats is mostly relationship building. Joy genuinely likes the people she works with and considers many of them friends. She believes that strong relationships create trust, better communication, and a healthier work environment overall. Joy sees firsthand how flexible work, reasonable boundaries, and a supportive environment can be life changing for employees who came from toxic workplaces. That impact has become a meaningful part of why she continues to grow the agency. Why Scaling the Agency Became a Mission When she first started her agency, Joy wanted a small team. Ten people or fewer. Highly experienced. Minimal management. That vision changed a few years in, and the reason surprised her. Around two years in, her agency began supporting a charity in Uganda, and the more she built that relationship, the more Joy saw how far a single dollar could stretch there compared to North America. Visiting in person made the impact real. She realized that by growing the agency, she could dramatically increase the good they could do through that partnership. The same realization applied to her team. As the agency grew, Joy saw how stable, flexible work improved her employees' lives. That sense of responsibility and opportunity shifted her perspective as she figured out her purpose. Now growth was no longer about ego or scale for its own sake. It became a way to create more impact both inside and outside the business. Leadership, Delegation, and Hiring for Your Weaknesses Agency owners who wish to keep their businesses small are often thinking about the nightmare that running a big agency can be. They imagine that the headaches they deal with at ten employees will just double if the team doubles. However, this was never the case for Joy. When she thinks about overworking she thinks about her time working for others. This is probably because Joy has always been very clear about what she does not enjoy. Accounting, taxes, and people management are high on the list, and instead of forcing herself to become good at everything, she hired people who genuinely enjoy those areas. A strong accountant removed massive mental load early on and hiring leadership team members who thrive on managing people allowed Joy to focus on strategy and innovation. She believes this is one of the biggest unlocks for agency owners who feel trapped. Delegation is not about offloading busywork. It is about trusting capable people to own outcomes. Joy prefers hiring experienced professionals over entry level talent because she does not want to micromanage. Her expectations are high, but so is her respect for her team's autonomy. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.