Podcasts about Accounting

Take a look at what the accountant and the accounting firm of the future will look like as AICPA president and CEO Mark Koziel shares details of the new Rise2040 report. Next week's is the one with Wayne Berson that we just recorded.

In this episode, we get to know Richard Lyons, who recently joined the team after completing his Bachelor's degrees in Accounting and Law, a journey he began in the early 2000s before taking a long hiatus working in hospitality.They explore what it means to have a lifelong thirst for knowledge, the instinct to constantly ask “why?”, and how platforms like audiobooks and YouTube have become powerful tools for self-education. Richard and Shane also defend the supposedly “dry” careers of Accounting and Law, reframing the work as complex, engaging problem-solving in action.From Roman aqueducts to the origins of the English language, and even how Australia's Commonwealth foundations may have shaped a very different political path to America, this episode is packed with insight, curiosity, and plenty of fascinating trivia.See more from Aintree Group: https://aintreegroup.com.au/ | @aintreegroup

Let's talk about the grace and forgiveness for things that aren't as big as they may seem to be when they occur. We all make mistakes and we can either let that mistake be the end of the impact, or we can allow our reactions to make an even bigger impact. Accountability is how we can learn to overcome our mistakes and create new healthy patterns we can rely on. Consistent execution is how we build that action of accountability into repeatable reliability. Accountability today creates a legacy tomorrow. Having a backup plan helps ensure the execution takes place regardless of any setbacks that may pop up in life. Remember though, actions speak louder than words. If you want to truly teach others, you have to do it that way for yourself first to prove success is possible for all. Make a plan you can execute on and stick to it. Or, know that if the day isn't rigid, it's okay to relax and give yourself grace in order to enjoy that much needed rest. Don't cast your unrealistic expectations onto others without having an intentional plan in place to ensure its success. Know that achievements aren't made without consistent effort and execution behind it. Live your life with solutions, erase the excuses, give grace to humanity, and lead by example. Be part of a community that doesn't just expect to be magically saved from all of life's problems, but willing to support each other with reciprocation when needed. We are all going through something, remember that before you so quickly cast judgment or blame. Show forgiveness when accidents happen and make a positive impact on other people you encounter. Feeding the hate mill is easy, take accountability and be the example of integrity you wish to see in other people, especially those little people who look up to you to teach them how to live life.

In this episode, we break down the massive wave of M&A activity hitting the industry, featuring our returning guest, Chris Kolquist from Koliway LLC! With tons of headlines about large companies looking to acquire businesses, we dive into what it takes to survive the freight recession and come out on top. We also cover the impact of the recent SCOTUS ruling on carrier decisions, how to transition from a founder-led business to a scalable organizational structure, and the future for boutique brokerages utilizing AI and automation! If you want to know what makes a brokerage truly appealing to buyers and how to protect your life's work, you don't want to miss this conversation!   About Chris Kolquist Throughout his career, senior executive and strategic leader Chris Kolquist has been a catalyst in driving commercial growth, positive financial results, and maximum shareholder value in challenging and hyper-competitive markets. He has built a noteworthy reputation for understanding investments, delivering ROI objectives, managing massive change, and building highly effective cultures. In 2021, Chris launched Koliway LLC, an investment and advisory firm specializing in investments, M&A transactions, board service, and advisory executive logistics work. Chris began his career with Arthur Andersen, where he served as Senior Auditor from 1998 to 2001, conducting audits, M&A transaction support, and financial due diligence for buy-side and sell-side clients. He earned a Bachelor of Arts degree in Accounting from the University of St. Thomas in St. Paul, Minnesota in 1998 and obtained his CPA license in 2001 (now inactive).   Connect with Chris Website: https://koliway.com/  Email: ckolquist@koliway.com  

AI tools of today are viewed as something to help you think faster. The next phase is AI that actually does things for you — and it's already here for firm owners to explore.

Accounting issues unique to the rocket business

Intuit just cut 17% of its workforce, roughly 3,000 employees, and Alicia is joined by Dan DeLong and Matthew "Spot" Fulton to unpack what actually happened and why it isn't the AI story everyone assumed. Drawing on Dan's 18 years inside the company, they break down the real drivers behind the cuts, the unusually generous severance packages, the closing of the Reno and Woodland Hills offices, and the three big bets shaping Intuit's future. They also dig into the uncertain fate of MailChimp and what the mid-market pivot signals for ProAdvisors and the QuickBooks community.Sponsors:Aqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnr(00:00) - Intuit Layoffs Overview (01:57) - Why Layoffs Happen (03:01) - Dan Layoff Story (04:58) - Restructure Not AI (06:23) - Details and Office Closures (09:42) - India and Global Impact (11:50) - Culture and Job Mobility (14:15) - Severance and Support (20:47) - Layoffs and Career Growth (24:42) - Letter Management Layers (29:03) - Customer Support Outsourcing (32:10) - Strategic Hubs and Remote Work (36:09) - TurboTax Credit Karma Merge (37:04) - Restructuring Around Customers (38:09) - Three Big Bets Explained (38:46) - AI Native Done For You (39:49) - Center Of Money Push (41:56) - Mid Market Expansion (43:22) - MailChimp Cuts And Risks (47:10) - Divestiture Rumors And AI (52:36) - SMB Churn And Competition (54:42) - Closing Thoughts And Thanks (55:41) - What's New With Hosts (56:16) - Scaling New Heights Plans (58:25) - Alicia Events And Training (01:01:35) - Awards And Final Wrap LINKSIntuit Account login episode: uqb.show/81 Dan's School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRpSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ Alicia's book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We 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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Karl Paadam made partner at PwC Estonia at 26, spent a decade in tech, and came back to build United Accountants on a contrarian thesis: the future of accounting is human. He joins Blake to explain how a firm can hand bookkeeping, categorization, and reconciliation to an AI operating system that layers on top of whatever software a firm already runs, freeing CPAs to keep their local brand and focus on judgment and advisory work. They also get into outcomes-based pricing, what it means to build "the first big small firm," and why the accountant who ignores AI is the one who gets replaced.Chapters(00:00) - Welcome Karl Paadam to the Earmark Podcast (01:51) - Building a Practice (02:40) - Leaving PwC for Tech (03:29) - Accounting Is Human (05:17) - Advisory Skills Shift (06:35) - AI Productivity in Practice (09:25) - United OS Walkthrough (10:34) - Partner Model Keep Brand (14:50) - Integrations No Rip Replace (18:44) - First Big Small Firm (21:48) - Outcomes Based Pricing (25:00) - AI Like Excel Era (28:05) - What AI Does Next (29:21) - Fear Traps and Controls (32:39) - Who United Fits Best (33:25) - Wrap Up and Contact Learn more about United Accountants https://www.unitedaccountants.com/ 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, Karl PaadamLinkedIn: http://linkedin.com/in/karl-paadam-39730214Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Is accounting one of the most valuable degrees a student can pursue? In this episode of MX3 Podcast, we talk with an accounting student about internships, real-world accounting experience, CPA requirements, financial literacy, AI in accounting, and why understanding numbers can help you in business, taxes, investing, and life.We discuss why accounting is more than just math, how internships can prepare students for the real workforce, how AI is changing repetitive accounting tasks, and why financial education matters for everyone — whether you want to become an accountant, run a business, or simply understand your own money better.At MX3 Podcast, our mission is discussing money, motivation, and relevant events.

How System of Ecolonomy Accounting - SoEA differs from the existing Accounting System?

Send us a message!In this episode, we are joined by Ed Ulmer, CEO of Barefoot, for a conversation about trust accounting, vacation rental technology, and what operators need from their systems as their businesses become more complex. Ed shares how his background in tourism, destination marketing, real estate, and software all shaped the way he looks at vacation rental management today. For him, the industry has always come back to one core idea: trust. The conversation takes a deep dive into why trust accounting should not be treated as a back-office function. When vacation rental companies manage properties on behalf of owners, they are also managing funds, contracts, obligations, and expectations. As companies grow, that complexity only increases. Episode Chapters:03:18 - Ed's path from tourism, real estate, and software into vacation rental technology11:56 - Why vacation rental management is built on trust17:37 - What trust accounting really means for property managers25:24 - Why managing owner and guest funds gets more complex as companies grow27:27 - How state regulations and real estate requirements impact vacation rental operators30:10 - Why loyalty programs are harder to build in vacation rentals than in hotels33:48 - How PMS technology can support concierge services, rewards, and guest retention39:17 - What operators should consider when choosing a PMS47:55 - How AI and natural language search may change the booking experienceFor operators evaluating their technology, this episode offers a practical look at why the systems behind the business matter just as much as the guest-facing experience. Connect with Ed & Barefoot:LinkedIn: https://www.linkedin.com/in/ed-ulmer-150596/ Website: https://www.barefoot.com/ Facebook: https://www.facebook.com/mybarefoot ✨ Exclusive Offer to Alex & Annie Listeners: Manage your vacation rental business with more control and confidence using Barefoot. Alex & Annie listeners get 10% off monthly fees through 2026.

Welcome back to the Building the Premier Accounting Firm podcast. In today's episode, host Roger Knecht and his guest Yogi Goel, cofounder of Maxima, discuss AI's transformative impact on accounting, moving from transactional tasks to strategic advisory roles. They share insights on leveraging AI as a specialized employee to boost efficiency, client delivery, and firm profitability. This episode offers a clear vision for accounting professionals to adopt AI effectively. In This Episode: 00:00 Yogi Gyal's Journey to Accounting 02:37 Why Start Maxima AI? 06:21 AI in Accounting: Real vs. Hype 09:25 AI as an Employee: An Analogy 14:17 The Evolving Accounting Firm with AI 19:32 Maintaining Client Trust with AI 23:36 AI's Impact on Accounting Workflow 26:54 AI Adoption: The Future of Firms 30:48 Maxima vs. Generic AI Platforms 36:17 Freedom, Gratitude, and Family Values 40:19 Closing Thoughts and Resources Key Takeaways: Learn why AI is a tool, not a replacement, for accounting professionals. Understand the specific accounting tasks where AI excels and where human judgment remains vital. Discover how AI can free up time for advisory services and deeper client engagement. Explore the benefits of specialized AI agents in accounting compared to general AI models. Prepare your firm for future growth and increased profitability through AI adoption. Featured Quotes: "Accounting was one thing which – as the language of business – allowed me to interpret and compare businesses across [different industries]." — Yogi Goel "AI is a tool which is out there to help humans be better, not dominate humans." — Yogi Goel "The one who adopts AI at the center, in a balanced way, will have better client delivery in terms of time and accuracy, and more revenue and better margins." — Yogi Goel 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: Get a demo of Maxima here: https://www.maxima.ai/book-a-demo   Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this, Accounting Success IS Universal. Be sure to listen to our next episode and 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 bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777.  And know that if it's about accounting, it's Universal.

On this episode of the Woodard Report podcast, Heather and Joe talk about major developments shaping the accounting profession, including Intuit's dramatic stock decline, workforce layoffs tied to AI adoption, and the launch of ChatGPT Finance. They also explore how artificial intelligence is rapidly transforming professional services, emphasizing the need for accountants to embrace change by leaning into human-centered skills like judgment, relationships, and advisory work. Along the way, they share productivity strategies, discuss the dangers of "not us" thinking around AI disruption, and spotlight a successful bookkeeping professional building a high-value, relationship-driven practice. Current events — Intuit's Stock Plunge and other troubles Ted Callahan, former head of accountant channel at Intuit, is now deputy CTO at Sage TV/Movie quote of the week — The Incredibles Project Hail Mary Excellent Thing We Learned — The rule of three Not-Us Thinking Member spotlight — Michael McClellan of Aurora Bookkeeping & Consulting The Woodard Report article of the week — Lock It Down, Write It Down (Intuit Security for Firms) Thank you to our show sponsor, Digits! Digits is the world's first agentic general ledger. It is accounting software that works for you. Built from the ground up for the AI era, Digits automates bookkeeping in month end, shifting your team from data entry to review and advisory. Visit Digits.com to get started today. Learn more about the show and our sponsors at Woodard.com/podcast

Aalberts keert, over twee weken, terug in de AEX. Het technologiebedrijf was daar jaren te vinden, maar verdween tijdens de coronapandemie. Om nu dus weer z'n comeback te maken. Het neemt het plekje in van koffieboer JDE Peet's, dat juist van de beurs vertrekt. Een aandeel dat in een half jaar al zo'n 40 procent is gestegen. Goede reden voor ons om het te hebben over dit aandeel. Blijft dit aandeel nu wél langer in de hoofdindex? En zit er nog groei in het aandeel. Hebben we het ook over een andere promotie, die van CSG. Het defensiebedrijf rolt de Midkap-index in. Verder staan we stil bij de beursgang van SpaceX. Het wil vrijdag 75 miljard dollar ophalen, maar kan 250 (!) miljard dollar krijgen. Geld dat vooral van particulieren komt. Zelfs van Chinezen, die op creatieve manieren de regels van de regering omzeilen. Ook staan we stil bij kwartaalrapportages. Moeten die niet verplicht terugkeren in Europa? En we bespreken de bizarre cijfers van TSMC. Die overschaduwd worden door een gerucht over nieuwe exportrestricties. Te gast: Thomas Pellegrom, van ABN Amro MeesPierson BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

With crypto prices swinging wildly, many Canadians are sitting on gains or losses and aren't sure what to do next. Certified financial planner Jason Heath of Objective Financial Partners and Objective Tax and Accounting breaks down exactly how the CRA treats cryptocurrency: when profits are taxed as capital gains versus business income, how switching between coins triggers a taxable event, what to do with a capital loss, and why the lack of T-slips makes crypto reporting more complicated than most people expect. Whether you bought Bitcoin on a dip or mined your way to a windfall, Jason has the tax clarity you need. Find out more at objectivefinancialpartners.com and connect on X, Facebook, and Instagram.

Aalberts keert, over twee weken, terug in de AEX. Het technologiebedrijf was daar jaren te vinden, maar verdween tijdens de coronapandemie. Om nu dus weer z'n comeback te maken. Het neemt het plekje in van koffieboer JDE Peet's, dat juist van de beurs vertrekt. Een aandeel dat in een half jaar al zo'n 40 procent is gestegen. Goede reden voor ons om het te hebben over dit aandeel. Blijft dit aandeel nu wél langer in de hoofdindex? En zit er nog groei in het aandeel. Hebben we het ook over een andere promotie, die van CSG. Het defensiebedrijf rolt de Midkap-index in. Verder staan we stil bij de beursgang van SpaceX. Het wil vrijdag 75 miljard dollar ophalen, maar kan 250 (!) miljard dollar krijgen. Geld dat vooral van particulieren komt. Zelfs van Chinezen, die op creatieve manieren de regels van de regering omzeilen. Ook staan we stil bij kwartaalrapportages. Moeten die niet verplicht terugkeren in Europa? En we bespreken de bizarre cijfers van TSMC. Die overschaduwd worden door een gerucht over nieuwe exportrestricties. Te gast: Thomas Pellegrom, van ABN Amro MeesPierson BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

We're exploring practical ways for accounting firms, especially smaller practices, to operationalize and navigate the monitoring process mandated by Statement on Quality Management Standards (SQMS) No. 1. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:How to monitor a firm's system of quality managementAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

Serial entrepreneur and founder of BILL Rene Lacerte shares his thoughts on how technology has shaped accounting over the past two decades -- and what it will mean for the profession in the future.

Today, we speak with Rafael Avila, who discusses how AI-powered logistics improves visibility, reduces emissions, and helps companies balance cost, service, and sustainability in transportation planning.Download the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠episode transcript⁠⁠⁠⁠⁠⁠⁠⁠===== In this episode, Rafael Avila of Westernacher joins us to discuss the future of logistics. He explains how AI can make emissions visible earlier, improve mode and carrier decisions, reduce waste, and support better service. The conversation also explores workforce shifts and the importance of end-to-end supply chain visibility. ===== Guest: Rafael Avila, Supply Chain and Logistics leader, Westernacher ConsultingRafael Avila is a Supply Chain and Logistics leader specializing in SAP Transportation Management and end-to-end supply chain transformation at Westernacher Consulting. With over a decade of experience, he has worked across global organizations to design and deliver solutions that improve transportation planning, execution, and visibility across complex networks. A former IBM consulting leader, Rafael spent years supporting large-scale S/4HANA programs and shaping supply chain strategies across industries including consumer products, pharmaceuticals, automotive, and mining. His work has focused on helping organizations connect transportation with warehousing, trade, and order management to unlock more integrated and resilient supply chains. Today, Rafael continues to work closely with clients on modern logistics challenges, with a strong focus on simplifying complex topics, driving practical outcomes, and exploring how technologies like AI are reshaping transportation and supply chain decision-making.Host 1: Richard Howells⁠⁠⁠⁠⁠⁠⁠Richard Howells⁠⁠⁠⁠⁠⁠⁠ has been working in the Supply Chain Management and Manufacturing space for over 30 years. He is responsible for driving the thought leadership and awareness of SAP's ERP, Finance, and Supply Chain solutions and is an active writer, podcaster, and thought leader on the topics of supply chain, Industry 4.0, digitization, and sustainability.Host 2: Oyku Ilgar, SAP  Oyku Ilgar is a marketer and thought leader specializing in SAP's digital supply chain and ERP solutions since 2017. As a marketer, blogger, and podcaster, she creates engaging content that highlights innovative SAP technologies and explores key topics including business trends, AI, Industry 4.0, and sustainability.   She holds dual bachelor's degrees in Finance & Accounting and English Translation, along with a master's degree in Business Administration and Foreign Trade, specializing in marketing. With her background in digital transformation, Oyku communicates technology trends and industry insights to help professionals navigate the evolving business landscape.  ===== Show Links:WesternacherArticle: Smarter Transportation Management cuts your carbon footprintSupply Chain Management:  ⁠SAP Supply Chain Management⁠ ⁠SAP Insights: Supply Chain⁠       Follow Us on Social Media : Richard Howells: ⁠LinkedIn⁠, Oyku Ilgar: ⁠LinkedIn⁠      SAP Digital Supply Chain: ⁠LinkedIn⁠    Please give us a like, share, and subscribe to stay up-to-date on future episodes!  ===== Chapters:00:00:00: Intro00:01:22: Guest's Introductions00:04:48: Making transportation emissions visible with AI00:07:39: Why reporting alone does not reduce emissions00:09:50: Mode selection and carrier choice matter00:12:33: AI can cut cost, emissions, and service waste together00:14:27: Biggest sustainability wins in transportation planning 00:18:28: How AI changes the logistics workforce 00:22:33: Common pitfalls in digitizing supply chain00:25:14: What is the Future of Supply Chain?00:26:28: Outro

Is private equity betting on the wrong accounting firms? Blake and David break down CBIZ's stock slide, why investors may be losing faith in the traditional firm model, and how AI could help smaller firms compete far above their size. They also cover Starbucks ditching AI inventory counts, Microsoft reining in AI tool costs, and what all of it means for accountants navigating automation, pricing, and the future of firm growth.SponsorsCanopy - http://accountingpodcast.promo/canopyOnPay - http://accountingpodcast.promo/onpayC&R Consulting - http://accountingpodcast.promo/cnrMaxima.AI - http://accountingpodcast.promo/maximaChapters(00:00) - TAP 490 (02:53) - CBIZ Stock Slide (06:13) - AI Threat to Firm Models (11:32) - EisnerAmper Anti AI Take (15:42) - Livestream Shoutouts (16:13) - New England CPA Society Merge (20:42) - Starbucks Kills AI Inventory (23:34) - NASBA Exam Data Mess (26:34) - Phoenix Call Center Jobs and AI (28:36) - Will AI Really Kill Jobs (31:09) - Spreadsheets Then AI Now (33:07) - Automation Enables CFO Services (35:08) - Microsoft AI Token Shock (36:31) - Managing Token Spend (39:27) - AI Architect Role (43:36) - Trump IRS Settlement Reopened (45:04) - Beneficial Ownership Bill (45:52) - Newsom 100% Tax Threat (46:57) - KPMG Australia Whistleblower (49:35) - Xero Force No Code Agents (54:03) - Xero Earnings Melio Impact (59:03) - Vibe Coding Real Examples (01:02:35) - Wrap Up Earmark CPE  Show NotesWhat Can We Learn from CBIZ?https://www.accountingtoday.com/opinion/what-can-we-learn-from-cbizEisnerAmper on Accounting for AIhttps://www.privatefundscfo.com/eisneramper-on-accounting-for-ai/State Societies Merge to Form New England Society of CPAshttps://www.accountingtoday.com/news/state-societies-merge-to-form-new-england-society-of-cpasStarbucks Kills Off Its Automated Counting AI Tool After Just 9 Monthshttps://www.goingconcern.com/starbucks-kills-off-its-automated-counting-ai-tool-after-just-9-months-because-it-sucked-at-counting/NASBA's CPA Exam Reporting Problems Are Improving, But Not Solvedhttps://www.accountingtoday.com/opinion/nasbas-cpa-exam-reporting-problems-are-improving-but-not-solvedPhoenix Built an Empire of Cubicle Jobs. AI Is Coming to Tear It Down.https://www.wsj.com/economy/jobs/phoenix-jobs-ai-call-centers-1ca1c3b3Why the A.I. Job Apocalypse (Probably) Won't Happenhttps://www.nytimes.com/2026/05/03/opinion/ai-jobs-unemployment.htmlMicrosoft Cut Its Engineers Off from AI Because the Bill Got Too Bighttps://fortune.com/2026/05/22/microsoft-ai-cost-problem-tokens-agents/Does Your Firm Need an AI Architect?https://www.accountingtoday.com/opinion/does-your-firm-need-an-ai-architectJudge Reopens Trump's $10 Billion IRS Lawsuithttps://www.notus.org/donald-trump/trump-irs-suit-investigate-collusionNewsom Vows California Will Impose 100% Tax on Trump's Anti-Weaponization Fundhttps://abc7.com/post/newsom-vows-california-will-impose-100-tax-trumps-18-billion-anti-weaponization-fund/19188298/AICPA Backs Bill Limiting Beneficial Ownership Reportinghttps://www.accountingtoday.com/news/aicpa-backs-bill-limiting-beneficial-ownership-reportingKPMG Australia CEO Andrew Yates Resigns Amid Whistleblower Scandalhttps://www.internationalaccountingbulletin.com/news/kpmg-australia-ceo-andrew-yates-resigns-amid-whistleblower-scandal/Xero FY26 Result: Revenue Surges 31% but Profit Dips Due to Melio Acquisition Costshttps://www.fool.com.au/2026/05/14/xero-fy26-result-revenue-surges-31-but-profit-dips-due-to-melio-acquisition-costs/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:

Alicia and Dan DeLong recap Intuit's May In the Know webinar, led by the big reveal that the ProAdvisor program will sunset in early 2027 and return as Intuit ProPartner Accountants. They break down the three Intuit Accountant Suite tiers (the free Core, the paid Accelerate, and the per-client Books Close add-on), walking through custom fields, KPI dashboards, and a new ProConnect Tax workflow, with a heads-up on the deadlines before free access ends. There's also expanded ProAdvisor support hours, the Workforce payroll rebrand, and a reminder that recertification season closes June 30.Sponsors:Aqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnrLINKSIntuit's In the Know Slide Deck including “Resources for Making the Switch”: https://drive.google.com/file/d/1SY6pwULfGXBnExxuHTvSLxRpd3r-LmA9/view?usp=sharingRightTool: RightTool.app, use code ROYALWISE for 20% offBooks Close episode: uqb.show/130Dan's School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRp Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ Alicia's new Converting from QBDT to QBO book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We 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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Attending a continuing education event can leave you feeling inspired, energized, and ready to revolutionize your business. But what happens forty-eight hours later when you're back at the chair?In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman explore the emotional psychological loop that dental practice owners experience after attending a Four Quadrants Advisory CE event. They dive deep into why some dentists translate post-event motivation into life-changing action, while others retreat right back into old, stressful habits.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

Have you ever felt the need to spend money on things you don't need when you get anxious? Well there's a new name for it: ‘Doom Spending'. It has become quite common among young people in Ireland at the minute, so how do you stop it?Joining Seán to discuss is Lecturer in Accounting at UCC, Oliver Browne...

learn 10 high-frequency expressions, including education-related words

This episode we are joined by Mr. Kaes Van't Hof - CEO of Diamondback Energy  & Viper Energy - two NASDAQ listed energy companies with market caps of ~$60 billion & ~$16 billion respectively. Mr. Van't Hof has served as the Chief Executive Officer and as a director of Diamondback since May 2025. Prior to his current position, he served as our President from February 2025 to May 2025, President and Chief Financial Officer from February 2022 to February 2025, Chief Financial Officer and Executive Vice President of Business Development from February 2019 to February 2022, as Senior Vice President of Strategy and Corporate Development from January 2017 to February 2019 and as our Vice President of Strategy and Corporate Development since joining us in July 2016. Mr. Van't Hof has served as Chief Executive Officer of Viper since February 2025, and as a director of Viper since November 2023. Before joining Diamondback and Viper, Mr. Van't Hof served as Chief Executive Officer for Bison Drilling and Field Services from September 2012 to June 2016. From August 2011 to August 2012, Mr. Van't Hof was an analyst for Wexford Capital, LP responsible for developing operating models and business plans, including for our initial public offering, and before that worked for the Investment Banking - Financial Institutions Group of Citigroup Global Markets, Inc. from February 2010 to July 2011. Mr. Van't Hof was a professional tennis player from May 2008 to January 2010. Mr. Van't Hof received a Bachelor of Science in Accounting and Business Administration from the University of Southern California. Among other things we learned about Shale 2.0: Disciplined Permian Growth. Enjoy. Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsWarren ValveBunch Projects-*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.Support the show

Why do discovery calls eat your time and still end with “let me think about it”?In this episode, you'll hear how Meagan Bukowski stopped relying on follow-up sales calls and built a product ladder that does the qualifying and selling for her.Instead of pushing a “$1,000/mo offer,” she solved one small, urgent problem first – paid.That first yes led naturally to the next step, and then ongoing work. It's a clear, real example of how to earn trust, protect your time, and grow revenue without chasing prospects.…Link to full shownotes: https://www.businessstrategyforcpas.com/393…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. …

Send us a message!The vacation rental industry has gone through major waves of change over the last two decades, and AI is quickly becoming one of the biggest shifts yet.In this episode, we are joined by John Suzuki, Chief Technology Evangelist at Staylist, for a conversation about the evolution of vacation rental technology, the pace of innovation, and what this next chapter could mean for property managers.John brings a long-term perspective on how far the industry has come, along with a thoughtful look at where it may be headed as AI becomes more deeply connected to the way operators work, serve guests, and build their businesses.Episode Chapters:02:46 - John's 20-Year Journey in the Vacation Rental Industry03:31 - How Vacation Rentals Moved From Phone and Fax Reservations Into the Mainstream of Travel04:47 - Why John Came Back to the Industry After Retiring09:20 - How AI Is Changing Property Management Technology10:53 - Why Property Managers Need Systems That Help Them Move Faster21:22 - The Importance of Connected Operations, Accounting, Reservations, Housekeeping, Maintenance, and Guest Communication27:17 - How AI Can Support Call Tracking, Reservation Inquiries, and Guest Service28:43 - Why Guest Data Will Play a Bigger Role in Travel Personalization35:06 - The Ethical and Security Questions Surrounding AI42:54 - How Robotics Could Affect Hospitality, Housekeeping, and the Workforce46:16 - Why Professionals Need to Stay Curious and Keep Learning48:55 - How AI Can Help Property Managers Get Back to the Human Side of HospitalityIf you are trying to understand what AI means for the future of vacation rentals, this conversation offers both perspective and practical insight from someone who has seen the industry evolve through multiple waves of change. Connect with John:Website: https://www.johnsuzuki.com/ ✨ Exclusive Offer to Alex & Annie Listeners: Automate your short-term rental operations with Hospitable.Start a 14-day free trial and get 25% off your bill for the first 6 months.

Caleb and Zach discuss the classic Mel Brooks satire, "The Producers."SponsorsMaxima.AI - https://ohmyfraud.promo/maxima Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CEDownload the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.CONNECT WITH CALEBTwitter: https://twitter.com/cnewquistLinkedIn: https://www.linkedin.com/in/calebnewquist/

On this episode of the Woodard Report podcast, Heather speaks with Tyler Otto about his unconventional path into accounting, growing a firm, and how niching down helped strengthen both company culture and client relationships. Tyler shares candid advice on when and how to "fire" difficult clients, what red flags to watch for during prospecting, and why firm owners should prioritize cultural fit over revenue. The conversation also dives into Tyler's upcoming live game show at Scaling New Heights, and practical ways accounting firms can safely experiment with AI while preparing for the future of the profession. About Tyler Otto Tyler Otto is the president and owner of Specialized Accounting, a thriving seven-figure remote firm dedicated to the hospitality industry. Before joining forces with his wife Karen at her solo practice, Tyler honed his finance chops with leadership roles at Vail Resorts and Imprint Hospitality. Known for his energy and approachability, Tyler is passionate about collaboration with fellow professionals and welcoming new accountants to the field. He's presented at major accounting, tech, and hospitality conferences and recently launched Firm Foundation, a step-by-step course turning firm-building from daunting into doable. Whether behind a microphone or trading insights on podcasts, Tyler brings both expertise and a dash of fun to any discussion.  Learn more about Specialized Accounting Connect with Tyler on LinkedIn Thank you to our show sponsor, Woodard! The Woodard membership program will help you build your ideal practice with our coaching, education, community, and resources. We'll get you there with strategic direction from experienced pros, access to skill building and resources, and a community to continually inspire your practices transformation. Learn more about the show and our sponsors at Woodard.com/podcast

Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht discusses the future of the accounting profession with Troy Lewis, an experienced CPA and BYU professor. They cover the integration of AI, the evolving roles of accountants, and strategies for firm owners to thrive in a rapidly changing landscape. In This Episode: 00:00 Introduction to Troy Lewis 01:34 Why Become an Accountant? 06:01 Bookkeeping vs. Accounting 08:10 The Entrepreneurial Accountant 19:54 Transition to Academia 25:57 Evolution of Accounting Skills: AI 34:56 Embracing AI in Accounting Firms 41:16 Investing in AI Education 46:50 Mentoring the Next Generation 50:05 Positive Perception of Accounting 59:36 AI and Foundational Skills 01:03:03 Training and AI Integration 01:13:00 Entrepreneurial Advice: Embrace Tech 01:31:37 Personal Reflections and Accountrepreneurs Challenge Featured Quotes: "The real answer is to convince them that your product is your time, and that's what you have to sell." - Troy Lewis "If you took a sophomore in college… they are going to be ill-equipped to be able to prompt appropriately into AI tools." - Troy Lewis "The future is still bright in accounting. It is bright." - Roger Knecht 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: Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this, Accounting Success IS Universal. Be sure to listen to our next episode and 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 bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777.  And know that if it's about accounting, it's Universal.

Orange County Mayor Jerry Demings — the former Orlando police chief turned local executive who is now running for governor of Florida — joins the Chuck Toddcast for a candid conversation about the challenges of being a Democrat in modern Florida and the lessons his unusual career path (accountant, then cop, then mayor) brings to executive leadership. Demings reveals that Governor Ron DeSantis personally threatened to remove him from office over his opposition to ICE operations in Orange County, and uses that experience as the entry point to a broader discussion about what's gone wrong with American law enforcement. He argues you cannot solve police shortages by lowering recruiting standards — exactly what he says ICE did when it ramped up so quickly that screening and training went out the window, with the predictable consequence that ICE has now begun poaching trained officers from state and local departments. Demings makes the case that we have to get criminals off the streets but it has to be done lawfully, that state law enforcement should not be doing immigration work, and that being elected sheriff as a partisan position creates real tensions because the actual responsibilities of the job aren't partisan at all. He pushes back on the idea that he's running to be a "performance politician" and frames his candidacy as wanting to bring competent local-government experience to a state level that he says is suffering from leaders chasing viral moments rather than delivering services. The conversation turns to the structural challenges facing Florida and the deeper question of why Democrats can't win statewide in a state that's growing more diverse by the year. Demings argues Florida's underpaid state legislators simply don't attract quality talent, that many longtime Florida Democrats have left the party out of pure frustration, and that the party's central task is to restore basic public belief in government's capacity to function. He's willing to give DeSantis credit for diversifying and growing Florida's economy, but argues the state needs to find efficiencies rather than continually burdening local governments with expenses it should be covering itself — and points to slashed state mental health funding as a direct driver of the violent crime he sees in his community. Demings is sharp on Florida's climate exposure, arguing the state is building in places it absolutely should not be building, and that hurricane-hardened construction standards need a major overhaul, He flags the NAACP's call for athletes to avoid schools in remapping states as the kind of extreme response that extreme government actions inevitably provoke, and warns that the politics of division are starting to genuinely threaten Florida's tourism economy — meaning the state's longtime economic engine may finally be running into the consequences of the culture wars its leaders have spent the past decade fueling. Predict the action all the way through the finals. Sign up now for your twenty-five dollar bonus on https://fanduel.com/predicts Link in bio or go to https://getsoul.com & enter code TODDCAST for 30% off your first order. Thank you Wildgrain for sponsoring. Visit http://wildgrain.com/TODDCAST and use the code "TODDCAST" at checkout to receive $30 off your first box PLUS free Croissants for life! Timeline: (Timestamps may vary based on advertisements) 00:00 Jerry Demings joins the Chuck ToddCast 01:00 How did you go from accountant to police to mayor? 02:15 Accounting background helped with managing the city budget 03:30 How has Orlando changed since the time you were a police officer in the 80s? 05:00 Working on police reform both locally and nationally 06:15 Should the focus for police be better recruiting or better training? 07:00 Lowering recruiting standards can’t be the answer to police shortages 07:45 ICE was forced to ramp up so fast they didn’t screen or train recruits properly 09:15 We have to get criminals off the street, but it has be done lawfully 10:00 What were the unintended consequences of ICE’s questionable recruitment? 11:15 ICE began poaching state and local police officers 13:15 Should county sheriff be an elected position? 14:30 Political considerations do enter the equation when you’re elected 16:00 Size of jurisdiction does matter when it comes to appointed vs. elected 17:00 Sheriff is elected as a partisan position, but the responsibilities aren’t partisan 18:00 Why did you want to run for governor? 20:30 Want to take experience at local level government to a larger level 21:15 Ron DeSantis threatened to remove him over opposition to ICE 24:00 How would you work with the Republican dominated legislature? 26:00 Republicans have a large voter registration advantage in Florida 27:15 Not interested in being a performance politician 28:30 Why have Democrats been unable to elect a governor in Florida? 29:00 Florida’s legislators are underpaid, don’t attract quality talent 30:45 Many Florida Democrats left the party due to their frustration 32:30 Democrats need to restore belief in government 34:00 What has Ron DeSantis done right? Diversified & grown the economy 36:15 Does Florida need more tax revenue and how do you acquire it? 38:00 Government should always look to find inefficiencies & fix them 39:00 The state keeps burdening local governments with expenses 40:30 State has slashed funding for mental health, leading to violent crime 43:30 There is a lot of fraudulent claims made in Florida, state bad at investigating 44:30 State law enforcement shouldn’t be doing immigration enforcement 45:15 Florida is building in places they shouldn’t be, not factoring climate change 46:15 Florida should be hardening their building and infrastructure 47:30 Should Florida ban manufactured housing? 48:45 Florida needs housing construction standards that make sense 50:00 NAACP calling on athletes to not attend schools in remapping states 51:00 Extreme actions by the government elicit extreme responses 53:00 Tourism in Florida is being threatened by politics 55:15 Politics is dividing people by racial linesSee omnystudio.com/listener for privacy information.

Chuck Todd walks through a primary night that was, in his words, a really good night for Democrats — and one that may have just answered whether 2026 is shaping up as a genuine blue wave. The night's biggest single story came out of Iowa, where Zach Lahn pulled off a stunning upset of Randy Feenstra in what Chuck characterizes as a "MAHA vs. MAGA" race — Trump endorsed the establishment Feenstra and lost, which Chuck predicts will drive the president absolutely nuts. Iowa Democrats also got a substantial ticket boost when Josh Turek blew out Zach Wahls in the Senate primary, and combined with the surprisingly strong gubernatorial candidacy of Rob Sand, Iowa is now the cleanest test case in the country for whether the political wind has truly shifted — a right-leaning state where the politics are visibly in flux. Chuck flags that Lahn can probably be painted as too far right in a general, that having "congressman" as your first name has become a real disadvantage in 2026, and that the night was an unambiguous positive for Democrats nationally. He also walks through results elsewhere: New Jersey's seventh district will see Tom Keane (still mysteriously MIA from his own campaign) face Rebecca Bennett; South Dakota's gubernatorial race is headed to its first-ever runoff after four candidates each cleared 20%, and Deb Haaland is on track to become the first Native American woman governor in U.S. history. The conversation then turns to California, where Chuck warns it will be days before we have full primary results but where turnout is already on pace to exceed 2022. He cautions viewers about the inevitable early "red mirage" from the mail-vote curve, predicts Hilton has enough of a lead over Steyer that he likely survives, and argues Xavier Becerra would much rather face Hilton than Steyer in a general — though a potential scandal is looming over Becerra that could reshape the whole race. Chuck argues a Becerra-Hilton race would be a conventional Democrat-versus-Republican contest, that Steyer has spent $500 million across his last two campaigns and still has a low ceiling because he's created a genuine sense of voter exhaustion, and that the single most fascinating race in the state right now is CA-06 and Kevin Kiley. The Los Angeles mayoral picture is clarifying too: Karen Bass and Spencer Pratt appear set to advance, which Todd argues is exactly what Bass wanted — it will be far easier to turn Pratt into a Trump acolyte in a general election than to face the formidable Nithya Raman. He notes that Matt Mahan became known as "big tech's candidate" in ways that genuinely hurt him, and closes with one to watch in Montana, where independent Seth Bodner is quietly hoping the Democratic candidate eventually bows out so he can consolidate the anti-incumbent vote into a real challenge. Then, Orange County Mayor Jerry Demings — the former Orlando police chief turned local executive who is now running for governor of Florida — joins the Chuck Toddcast for a candid conversation about the challenges of being a Democrat in modern Florida and the lessons his unusual career path (accountant, then cop, then mayor) brings to executive leadership. Demings reveals that Governor Ron DeSantis personally threatened to remove him from office over his opposition to ICE operations in Orange County, and uses that experience as the entry point to a broader discussion about what's gone wrong with American law enforcement. He argues you cannot solve police shortages by lowering recruiting standards — exactly what he says ICE did when it ramped up so quickly that screening and training went out the window, with the predictable consequence that ICE has now begun poaching trained officers from state and local departments. Demings makes the case that we have to get criminals off the streets but it has to be done lawfully, that state law enforcement should not be doing immigration work, and that being elected sheriff as a partisan position creates real tensions because the actual responsibilities of the job aren't partisan at all. He pushes back on the idea that he's running to be a "performance politician" and frames his candidacy as wanting to bring competent local-government experience to a state level that he says is suffering from leaders chasing viral moments rather than delivering services. The conversation turns to the structural challenges facing Florida and the deeper question of why Democrats can't win statewide in a state that's growing more diverse by the year. Demings argues Florida's underpaid state legislators simply don't attract quality talent, that many longtime Florida Democrats have left the party out of pure frustration, and that the party's central task is to restore basic public belief in government's capacity to function. He's willing to give DeSantis credit for diversifying and growing Florida's economy, but argues the state needs to find efficiencies rather than continually burdening local governments with expenses it should be covering itself — and points to slashed state mental health funding as a direct driver of the violent crime he sees in his community. Demings is sharp on Florida's climate exposure, arguing the state is building in places it absolutely should not be building, and that hurricane-hardened construction standards need a major overhaul, He flags the NAACP's call for athletes to avoid schools in remapping states as the kind of extreme response that extreme government actions inevitably provoke, and warns that the politics of division are starting to genuinely threaten Florida's tourism economy — meaning the state's longtime economic engine may finally be running into the consequences of the culture wars its leaders have spent the past decade fueling. Finally, Chuck presents his ToddCast Top 5 list of instances that Republicans have rebuked Donald Trump in his second term, and answers listeners’ questions in the “Ask Chuck” segment. Predict the action all the way through the finals. Sign up now for your twenty-five dollar bonus on https://fanduel.com/predicts Link in bio or go to https://getsoul.com & enter code TODDCAST for 30% off your first order. Thank you Wildgrain for sponsoring. Visit http://wildgrain.com/TODDCAST and use the code "TODDCAST" at checkout to receive $30 off your first box PLUS free Croissants for life! Timeline: 00:00 Chuck Todd’s introduction 01:00 Tuesday was a REALLY good night for Democrats nationally 01:30 Tom Keane still MIA, will face Rebecca Bennett in NJ-07 04:00 Iowa results made Democratic ticket substantially stronger 04:30 Josh Turek blew out Zach Wahls in Iowa 05:30 Biggest upset of the night was Zach Lahn beating Randy Feenstra 08:15 Lahn vs. Feenstra was a MAHA vs. MAGA race 08:45 Iowa is a right leaning state, but the state’s politics are in flux 09:45 Having a first name of “congressman” is a major disadvantage 11:30 Rob Sand is a very strong Democratic candidate for governor in Iowa 13:15 It’s possible Lahn can be painted as too far to the right 14:15 Iowa will be the test of whether 2026 is a blue wave election 15:30 Iowa was a huge positive development for team blue 16:45 Trump endorsing Feenstra then losing will drive Trump nuts 19:00 South Dakota governor’s race headed to runoff for first time 20:45 Four candidates in SD gubernatorial race received 20% of vote 23:00 Voters keep rewarding political bomb throwers 24:00 Trump endorsed the least Trump-like candidate, voters chose the Trumpy one 25:00 Deb Haaland on track to be the first Native American woman governor 25:30 It will be days before we know the full results of California primaries 27:30 California turnout will exceed turnout in 2022 28:30 Early on there will be a red mirage in California due to early vote 31:00 Hilton has enough of a lead over Steyer that he likely hangs on 32:15 Becerra would rather run against Hilton than Steyer 32:45 Steyer has created a sense of exhaustion 33:45 A Becerra v Hilton race would be a conventional D vs. R race 34:15 Potential scandal looms over Becerra 35:45 Most fascinating race is CA-06 and Kevin Kiley 38:15 It looks like Karen Bass & Spencer Pratt will move on in LA mayoral 40:30 It will be easier for Bass to turn Pratt into a Trump acolyte than face Raman 41:45 Steyer has a low ceiling, and has spent $500M in last two campaigns 43:30 Matt Mahan became known as “big tech’s candidate” and that hurt him 46:00 Independent Seth Bodner hoping Democratic candidate bows out in Montana 54:30 Jerry Demings joins the Chuck ToddCast 55:30 How did you go from accountant to police to mayor? 56:45 Accounting background helped with managing the city budget 58:00 How has Orlando changed since the time you were a police officer in the 80s? 59:30 Working on police reform both locally and nationally 1:00:45 Should the focus for police be better recruiting or better training? 1:01:30 Lowering recruiting standards can’t be the answer to police shortages 1:02:15 ICE was forced to ramp up so fast they didn’t screen or train recruits properly 1:03:45 We have to get criminals off the street, but it has be done lawfully 1:04:30 What were the unintended consequences of ICE’s questionable recruitment? 1:05:45 ICE began poaching state and local police officers 1:07:45 Should county sheriff be an elected position? 1:09:00 Political considerations do enter the equation when you’re elected 1:10:30 Size of jurisdiction does matter when it comes to appointed vs. elected 1:11:30 Sheriff is elected as a partisan position, but the responsibilities aren’t partisan 1:12:30 Why did you want to run for governor? 1:15:00 Want to take experience at local level government to a larger level 1:15:45 Ron DeSantis threatened to remove him over opposition to ICE 1:18:30 How would you work with the Republican dominated legislature? 1:20:30 Republicans have a large voter registration advantage in Florida 1:21:45 Not interested in being a performance politician 1:23:00 Why have Democrats been unable to elect a governor in Florida? 1:23:30 Florida’s legislators are underpaid, don’t attract quality talent 1:25:15 Many Florida Democrats left the party due to their frustration 1:27:00 Democrats need to restore belief in government 1:28:30 What has Ron DeSantis done right? Diversified & grown the economy 1:30:45 Does Florida need more tax revenue and how do you acquire it? 1:32:30 Government should always look to find inefficiencies & fix them 1:33:30 The state keeps burdening local governments with expenses 1:35:00 State has slashed funding for mental health, leading to violent crime 1:38:00 There is a lot of fraudulent claims made in Florida, state bad at investigating 1:39:00 State law enforcement shouldn’t be doing immigration enforcement 1:39:45 Florida is building in places they shouldn’t be, not factoring climate change 1:40:45 Florida should be hardening their building and infrastructure 1:42:00 Should Florida ban manufactured housing? 1:43:15 Florida needs housing construction standards that make sense 1:44:30 NAACP calling on athletes to not attend schools in remapping states 1:45:30 Extreme actions by the government elicit extreme responses 1:47:30 Tourism in Florida is being threatened by politics 1:49:45 Politics is dividing people by racial lines 1:51:45 Chuck’s thoughts on interview with Jerry Demings 1:53:45 DeSantis trying to ram through property tax cut before November 1:55:45 Trump replacing Tulsi Gabbard with Bill Pulte for DNI 1:56:45 Republicans immediately starting pushing back on Pulte as nominee 1:58:15 No need for NDI. CIA has won the intel agency turf battle 1:59:00 Bill Pulte makes Tulsi Gabbard look qualified for DNI role 2:01:15 ToddCast Top 5 instances Republicans successfully rebuked Trump 2:01:30 #5 The Epstein files 2:03:00 #4 Trump’s threat to take over Greenland 2:04:00 #3 Fed chair Jay Powell 2:05:15 #2 Matt Gaetz nomination for AG 2:07:15 #1 Death of Trump’s anti-weaponization slush fund 2:13:00 Ask Chuck 2:13:15 Thoughts on potential reforms, how realistic are they? 2:20:30 Why do you call Democrats the party that’s held to a higher standard? 2:24:15 Do you see Wes Moore as a top Democratic contender in ‘28? 2:29:15 Is Mike Johnson’s speakership at risk? Would he be the minority leader? 2:31:30 Can Keir Starmer survive as PM? Will Nigel Farage be PM? 2:36:30 Do you think a more virtual governance model rather than in-person would work? See omnystudio.com/listener for privacy information.

Headlines: GDP growth in March quarter was 0.3%, lower than expected Carlton dick pic case to be heard in public Protests in Britain over police actions during stabbing death Active fighting again between Iran and the US Bear attacks in Japan are on the rise Deep Dive: The accounting firm KPMG is in crisis, after a whistleblower revealed KPMG had used confidential client information to secure further work for itself. Accounting firms are meant to be the upstanding citizens of the corporate world – now, though, KPMG is at risk of losing customers who no longer trust their documents will be kept secret. In this episode of The Briefing, Natarsha Belling is joined by Tansy Harcourt, senior writer for The Australian. Follow The Briefing: TikTok: @thebriefingpod Instagram: @thebriefingpodcast YouTube: @TheBriefingPodcast See omnystudio.com/listener for privacy information.

Why would I ever want to have a body and why should I allow it to want what it wants?Today we meet Jill Rosenberg and we're talking about the queer book that saved her life: Sea of Tranquility by Paul Elliott Russell. And Paul joins us for the conversation!Jill is a graduate of Vassar College and the MFA Program at the University of Montana. Her fiction has been published by the Kenyon Review, Swamp Pink, Black Warrior Review, and other journals. Her collection of stories, Now I'm Photogenic and Other Stories I Tell Myself won the St. Lawrence Book Prize and is out now!Paul Elliott Russell is a four-time finalist for the Lambda Literary Award and two time winner of the Ferro-Grumley Award for Fiction. He is the author of seven novels and his upcoming novel The Angels Came to Sodom in the Evening will be out this fall. His 1995 nonfiction book, The Gay 100: A Ranking of the Most Influential Gay Men and Lesbians, Past and Present has been translated into ten languages. He taught at Vassar College for 38 years till retirement in 2021. The Library of Homosexual Congress will publish his short story collection titled Desire in the Fall of 2027.Sea of Tranquility is the story of a splinted nuclear family - spanning from the optimistic time of the first moon shot to the bleak time of the early AIDS years.Connect with Jill and PaulJill's website: jillrosenberg.mePaul's website: paulrussellwriter.comOur 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 Sea of Tranquility here: https://bookshop.org/a/82376/9780312303723But your copy of Now I'm Photogenic and Other Stories I Tell Myself: https://bookshop.org/a/82376/9781625572172Pre-order The Angels Came To Sodom in the Evening: https://bookshop.org/a/82376/9781917352161Become 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

Roger and Annie catch up on everything that shifted while practitioners were buried in returns: a leaner, digital-first IRS under new CEO Frank Bisignano, a bumpy phase-out of paper checks, and stricter e-file matching that tripped up routine returns. The Kwong decision has handed taxpayers a hard July 10 deadline to claim refunds on COVID-era penalties and interest, with new ERC extension options and a possible conservation easement settlement adding to the summer to-do list.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - Welcome Back From DC (01:01) - What We Heard In Washington (01:52) - Busy Season Takeaways (04:08) - IRS Digital Transformation (07:57) - CAF Delays And Practitioner Pain (09:46) - Online Accounts And ID Verification (15:09) - Paper Checks Phaseout Confusion (21:15) - Efile Rejections And Fraud Filters (22:58) - Trump Accounts And State Conformity (27:27) - New Developments The Kwong Case (29:47) - What Kuang Covers (35:09) - Practitioner Duty to Notify (38:51) - Processing Delays and Proof (42:21) - ERC Extra Time Request (44:29) - Easement Penalties and Settlement (49:13) - Action Items and IRS Forums (53:52) - Wrap Up and Next Episodes 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.

If you own a tax, accounting, or bookkeeping firm, you're seeing software get smarter and watching compliance get easier to automate because of AI. How long will your clients keep paying your fees if they start believing AI can do the same work faster and cheaper? Will AI take over accounting firm owners' work altogether?   TaxProMarketer's Christian Jones (CEO) and Noah Jenks (Director of Sales) take this episode of the ProMarketer Podcast to talk about what this shift means for your firm. And, more importantly, what you can do now to protect your client relationships.   You'll hear:    Why firms built on form-filling and once-a-year check-ins will struggle to grow  How to position yourself as the trusted advisor your clients still need Why your website, email follow-up, reviews, and marketing message matter more as AI changes how people search for help So, will AI take over accounting?    Not for the firms that know how to prove their value beyond compliance.    Listen in to learn how to stay visible in AI search and give your clients a reason to choose YOU (instead of the AI-powered option).

What does it really take to sit in the second seat and do it with drive, grace, and guts? In this episode, Lindsay uncovers the journey and mindset of Stanton Hill, the Chief Financial and Operating Officer for the National Society of Black Engineers. From his unexpected path into leadership to the high-stakes pivots required during a crisis, Stanton Hill reveals the nuts and bolts (and the emotional work) of steering a student-governed organization with 25,000+ members.If you're wrestling with hybrid teams, retention headaches, or scaling real culture, this is your masterclass. Avoid missing real-world tactics on delegation, resilience, and helping people thrive even when the world flips upside down. Listen now for the brutal, refreshing clarity on what it takes to lead from the number two seat while building a legacy that outlasts your title.Timestamped Highlights00:40 – The real reason student governance keeps NSBE thriving02:22 – The moment a father invests for life in his son's future06:04 – How a COO earns trust and evolves during big leadership shifts10:06 – Brutal revenue risks when in-person events collapse overnight13:02 – The hidden reality behind hybrid events few executives know16:12 – Career fair hacks that build total confidence in seconds17:20 – The overlooked muscle every COO needs: leading with empathy29:07 – The ruthless approach to blocking out overwhelm, not just emails40:12 – How personal adversity can forge leaders who never flinchAbout the GuestStanton Hill brings two decades of experience in financial strategy and nonprofit operations. Prior to joining NSBE, he held several roles at the United Negro College Fund (UNCF), where he managed multimillion-dollar operating budgets, streamlined financial processes, and led grant management initiatives totaling over $30 million. He began his career with a focus on business analytics and process optimization and has since advanced through NSBE's leadership ranks: from Director of Finance and Accounting to Chief Financial Officer, and now Chief Financial & Operating Officer. Stanton Hill earned his Bachelor of Arts in Business Administration from Morehouse College and a Master of Business Administration with a concentration in Innovation, Entrepreneurship, and High Technology from Northeastern University. He resides in Georgia with his wife Adrienne and their sons Davis and Carter.

Alicia shares her experience at BDO Evolve 2026, covering the relationship-building mindset that changed how she approached the entire conference and a session on Gen Z in the workplace that has her rethinking how accounting firms onboard and develop new staff. She also reveals that Royal Wise took home a BDO Alliance Award for Growth Strategy and breaks down the positioning and pricing decisions behind that win, plus answers a live "stump the expert" question on how QuickBooks Online handles physical versus economic sales tax nexus.Sponsors:Aqqrue - http://uqb.promo/aqqrueMaxima.AI  - http://uqb.promo/maxima(00:00) - Welcome Back From BDO (01:31) - Why Royal Wise Joined (03:07) - New Booth Big Upgrade (03:47) - BRN Summit Keynote (07:23) - Relationship Building Dinners (13:38) - Gen Z At Work Lessons (26:44) - Royal Wise Wins Award (31:53) - Ask Alicia Anything Stumper (35:43) - New Book And Classes (38:07) - Thanks And Sign Off LINKSBDO Evolve 2026: https://conference.bdoalliance.com/#section-scheduleBDO Alliance: https://www.bdo.com/about/bdo-alliance-usaBuy Alicia's Book!http://royl.ws/conversion-bookAlicia's Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907We 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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

CannCon and Ashe in America hit Chapter 4 of G. Edward Griffin's The Creature from Jekyll Island and the target this week is the Savings and Loan industry. Griffin walks through how government housing subsidies starting in the 1930s pulled real estate out of the free market, created perverse incentives for reckless lending, and ultimately produced a bailout that cost American taxpayers the equivalent of $1.5 trillion in today's dollars. The FSLIC collapses to 2/10ths of a penny per insured dollar. The Federal Reserve bypasses Congress entirely to bail out Lincoln Savings. Accounting gimmicks turn insolvent thrifts into paper-solvent zombies hemorrhaging millions per day. Then Griffin drops the junk bond chapter: the high-yield market was thriving, outperforming Fortune 500 bonds, and creating 18 million jobs until the government declared it junk and forced a fire sale that conveniently handed the market back to Wall Street. Congress? Silent. Because it wrote the laws that caused all of it.

Welcome to The Wise & Courageous Podcast, where we host conversations with women leaders about how they are seeking and engaging wisdom and courage in their leadership and work in this unique season. “Once you have been to the edge of the cliff, it gives you a heart for others who are feeling like they are barely hanging on.” — Pamela Simmons Pamela Simmons joins Nancy Pedulla on The Wise and Courageous Podcast for a conversation about her journey to becoming an instructor who is passionate about serving community college students with a heart for each person's situation and needs. Professor Pamela Simmons found her calling as an educator while tutoring classmates as an undergraduate. She loves “demystifying” accounting — translating complex ideas into something clear, practical, and even enjoyable lessons for her students. A CPA with both an MBA and a Master's in Accounting from Kent State University, she taught at Kent State University, Hiram College, Wayne College, and Baldwin Wallace University before finding her home at the student-centered Cuyahoga Community College (Tri-C). She remains dedicated to helping every student overcome challenges and reach their fullest potential. How do you find the Lord's invitations in the midst of the circumstances of your life? Pamela shares her unexpected career journey, from working in the university business office to deciding she wanted to invest her time in teaching others in a student-centered college. She describes her experience as the mom of a disabled child and the way that has deeply impacted her teaching and her values. Listen for her determination to help a sight impaired student pass a challenging Accounting course. Listen to the end to hear about how prayer infuses her work with students. For the purposes of this podcast, we are defining leadership as the stewardship of people, culture and purpose, guiding and serving others toward a shared vision or outcomes. Welcome to the conversation! — Nancy Pedulla   For show notes or more information please visit our article at The Well. If you'd like to support the work of InterVarsity's Women Scholars and Professionals, including future podcasts such as this episode, you can do so at givetoiv.org/wsap. Thank you for listening!

Everyone is talking about AI prompts, ChatGPT, agents, automations, and saving time.But what if the real transformation happening in tax and accounting has very little to do with prompts at all?In this cornerstone episode of The Growth Minded Accountant, Lee Reams explores why the future of successful firms will not be defined by who adopts the most AI tools — but by who builds the strongest operational intelligence.Lee breaks down:Why operational friction is the real bottleneck inside firmsThe hidden dangers of disconnected AI stacksWhy “faster chaos” is still chaosThe growing gap between AI hype and operational realityWhat “human middleware” means inside accounting firmsWhy context, workflows, and institutional memory matter more than promptsHow AI is reshaping the operating model of the profession itselfThis episode is designed to cut through the noise surrounding AI and give tax and accounting professionals a more grounded, strategic perspective on where the industry is actually heading.Because the firms that win the AI era won't necessarily be the firms with the most tools.They'll be the firms with the clearest operational intelligence.

On this episode of the Woodard Report podcast, Joe and Heather speak about the rapid acceleration of AI and how it is reshaping the accounting profession, from audit and compliance work to more advisory-focused roles. They explore the importance of maintaining the "soul" of a business in an increasingly automated world, discuss the rise of AI agents and emerging technologies, and share insights on how accountants can adapt by leaning into their uniquely human strengths. Current events — KPMG closes U.S. federal audit practice, trims advisory staff META Lays off about 10% its workforce TV/Movie quote of the week — Company Retreat The Pitt Member spotlight — Thrive Business Services The Woodard Report article of the week — The Sacred Ritual of Month-End (An Accountant's Comfort Blanket) Thank you to our show sponsor, Digits! Digits is the world's first agentic general ledger. It is accounting software that works for you. Built from the ground up for the AI era, Digits automates bookkeeping in month end, shifting your team from data entry to review and advisory. Visit Digits.com to get started today. Learn more about the show and our sponsors at Woodard.com/podcast

In this episode of Mirror Talk: Soulful Conversations, Doug Peterson joins us for a practical and honest conversation about money, personal finance, financial intimacy, debt, cash flow, and peace of mind.Doug is an entrepreneur of 37 years and an executive coach of 17 years. Through his work with business owners and professionals, he noticed a repeated pattern: many successful people were building businesses and careers while remaining unaware of their true personal spending. That discovery led him to develop a process to help people get their priorities straight and master their personal cash flow.  Together, we explore why money skills are no longer optional. They are survival skills. Doug shares how to understand what you earn, spend and owe, how to prepare for infrequent expenses, how to manage debt wisely, and how couples can build financial intimacy without shame, tension or secrecy.This episode is for anyone who wants to stop avoiding money conversations and start creating financial peace with clarity, honesty and intention.In This Episode, We DiscussWhy personal finance is connected to impact, peace and legacyHow to understand your real spending, including irregular expensesThe difference between budgeting and creating a spending planWhy tools like YNAB can help with real-time cash flow managementHow to prepare for holidays, repairs, maintenance and unexpected costsPractical ways to manage credit cards and high-interest debtHow to build an emergency fund that brings peace of mindWhy financial intimacy matters in relationshipsHow couples can reduce money tension and get on the same pageHow to align money decisions with your values and future goalsTimestamps00:00 Introduction to the episode and guest background01:00 Doug's motivation for coaching others on finances02:10 Why mastering personal finances matters for impact and legacy02:57 Recognising patterns of out-of-control spending03:56 Accounting for infrequent expenses04:54 Using tools like YNAB for cash flow management05:54 Setting money aside for irregular expenses06:54 Budgeting vs spending plans07:38 The electronic envelope system09:07 Responsible credit card use10:33 Behaviour change and financial awareness11:12 How often to review your financial plan12:38 Recommended apps and tools14:19 Intentional spending and cutting waste15:12 How money disappears without awareness16:05 Building an emergency fund17:08 Managing debt and restructuring for savings20:30 Creating a lifestyle within your means23:16 Financial transparency in relationships26:20 Why money skills are survival skills29:00 Managing multiple expenses and life events33:24 The value of regular financial meetings37:03 Improving credit scores and using credit responsibly42:15 The link between happiness and financial peace45:02 Aligning money and values47:14 How to connect with Doug PetersonResourcesWebsite: https://getprioritiesstraight.com/Schedule with Doug: http://schedulewithdoug.com/Facebook: https://www.facebook.com/GetPrioritiesStraightLinkedIn: https://www.linkedin.com/company/getprioritiesstraight/Instagram: https://www.instagram.com/getprioritiesstraight/Tool mentioned: You Need A Budget (YNAB)Listen NowListen to this episode of Mirror Talk: Soulful Conversations and learn how to bring clarity, peace and intention into your relationship with money.Watch on YouTube: https://youtu.be/UBQI0nXqF-Y Ask what is on your heart. Mirror Talk will reflect back what may help you see more clearly. Try it here: https://mirrortalkpodcast.com/ask-mirror-talk/Stay connected: https://lnkfi.re/mirrortalkCould you support us by becoming a Patreon? Please consider subscribing to one or more of our offerings at http://patreon.com/MirrorTalk All proceeds will help enhance the quality of our work and outreach, enabling us to serve you better.

Most business owners do not lose control all at once. They lose it slowly, one missed number, one poor structure, and one reactive tax decision at a time. In this episode of Sharkpreneur, Seth Greene interviews Peter Holtz, President of Peter Holtz CPA, who explains why traditional once-a-year accounting often leaves owners overpaying taxes, missing deductions, and making last-minute decisions that undermine long-term growth. He also explains how proactive planning, accurate books, smart business structure, margin awareness, and the right advisory team can help entrepreneurs regain control and build stronger, more profitable businesses. Key Takeaways:→ Business owners need proactive tax planning, not year-end panic attacks.→ Accurate books are the foundation for better tax decisions. → The wrong business structure can cost owners money.→ A good CPA should do more than fill out boxes on a tax return.→ Tax strategy should align with the owner's, business's, and family's goals. Peter Holtz is a seasoned CPA, entrepreneur, and tax strategist who helps business owners keep more of what they earn through proactive, year-round tax planning. With more than 20 years of experience, including time in Big 4 accounting and CFO roles for multiple companies, Peter has seen how traditional, once-a-year accounting often leaves business owners overpaying and underprepared.After recognizing the need for a more strategic approach, Peter built multiple eight-figure accounting firms designed to help business owners outsmart the IRS without relying on aggressive loopholes or unnecessary risk. He works with owners earning $500K to $10M+ to reduce taxes, protect wealth, and turn their CPA relationship into a true profit center. Connect With Peter:Website: https://peterholtzcpa.com/Instagram: https://www.instagram.com/peterholtzcpa/Facebook: https://www.facebook.com/PeterHoltzCPALinkedIn: https://www.linkedin.com/company/peterholtzcpahttps://www.linkedin.com/in/peter-holtz/