Podcasts about Accounting

In this episode of the HVAC Know It All Business Edition Podcast, co-hosts Gary McCreadie and Furman Haynes of WorkHero discuss the essential but often overlooked side of running an HVAC business's financials with  April Sackfield, Director of Operations at NumberConstruct and Fiscal Management Group, who brings a wealth of knowledge on business finance and systems tailored for service-based companies. The focus is on empowering technicians and small business owners with the tools and understanding they need to successfully transition from the field into entrepreneurship. April supports HVAC business owners in optimizing their operations for profitability and growth. Her practical advice is drawn from real-world experiences and deep industry insight.   Expect to Learn - How aspiring HVAC business owners can prepare financially before launching their company. - The pros and cons of "rage quitting" versus planned business exits. - The importance of field service management (FSM) software and how it supports accurate job costing. - Common mistakes with accounting software like QuickBooks and how to avoid them. - Strategies for setting up flat rate pricing systems that reflect actual job complexity and labor costs. Episode Breakdown with Timestamps  [00:00:00] – Introduction [00:00:55] – Preparing to Start an HVAC Business [00:02:58] – "Rage Quitting" vs. Strategic Business Exit [00:06:51] – Tools and Software for Job Costing [00:10:01] – Flat Rate Pricing vs. Time and Materials [00:15:14] – Managing Job Data and Technician Tracking [00:18:30] – Common FSM and Accounting Software Pitfalls [00:21:04] – Personnel & Bookkeeping Best Practices [00:23:38] – The Role of Automation & AI in Accounting   Follow Gary McCreadie: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/  Website: https://www.hvacknowitall.com  Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/     Follow  April Sackfield on:  LinkedIn: https://www.linkedin.com/in/aprilsackfield/ Instagram: https://www.instagram.com/april.sackfield/?hl=en Follow NumberConstruct on: Facebook: https://www.facebook.com/people/NumberConstruct/61560939563809/# Website: https://numbercon.com/ LinkedIn: https://www.linkedin.com/company/numbercon  Instagram: https://www.instagram.com/number.con/?hl=en Follow Fiscal Management Group on: Website: https://www.fiscalaccounting.ca/ LinkedIn: https://www.linkedin.com/company/fiscalmanagementgroup/ Instagram: https://www.instagram.com/fiscalmanagement/   Follow Furman Haynes on:  LinkedIn: https://www.linkedin.com/in/furmanhaynes/  WorkHero: https://www.linkedin.com/company/workherohvac/  Instagram: https://www.instagram.com/hvacknowitall1/   

This episode reveals the major CPA shortage happening right now and why it matters for business owners. You'll learn why so many CPAs are retiring, why new graduates are leaving the profession, and how this creates real problems for anyone who relies on basic tax prep. We talk about the difference between compliance and tax planning, and why tax savings come from strategy—not old-school accounting. You'll hear real stories of business owners who saved tens of thousands once they stopped relying on outdated firms. This episode shows you what to look for in a tax partner and why getting help now can protect your business and your money. Listen to learn how to keep more of what you earn before it's too late.   Next Steps:

Better for Law Firms - Cash or Accrual Accounting? U.S. law firm owner doing $300k–$2M/year? Get a free Law Firm Profit & Tax Checkup where I review your books and tax setup and highlight a few ways similar firms are keeping more of what they earn. Book your checkup here: https://bigbirdaccounting.com

Do you ever feel like you're doing everything right – solid clients, fair prices, full days – and yet the hours and money still aren't quite where you want them?That tension usually isn't about missing one thing.It's the accumulation of small leaks most CPAs learn to live with: time lost re-reading emails, tracking tasks in your head, chasing clients for missing info, and doing quiet cleanup work that never shows up on an invoice.Pricing is one major leak.Systems is another.In this episode, Suzanne Green shares how tightening a few simple systems – not adding software or staff – helps her save 8–10 hours a week.Same clients, same output, less mental load, and the equivalent of a 17% higher effective hourly rate.It's a grounded, relatable conversation about where hours really go when your systems aren't doing their share of the work.…Link to full shownotes: https://www.businessstrategyforcpas.com/383…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. …

It's that time of year, with many focused on year-end reporting. After wrapping up our Year-end toolkit series last week, we revisit another set of conversations that are especially relevant right now. We're re-releasing the kickoff episode from last year's Reporting reset series.This first episode sets the stage for the series by covering foundational reporting principles, key disclosure considerations, notable differences between public and private company financial statements, and accounting changes and error corrections. Links are provided to other episodes in this presentation and disclosure series.In this episode, we discuss:1:25 – Foundational GAAP and SEC requirements for financial statement presentation3:09 – Determining appropriate reporting periods5:25 – Balance sheet presentation: classification, required disclosures, and best practices11:44 – Income statement presentation: structure and key considerations21:31 – Accounting changes, estimates, and error corrections29:53 – Subsequent events: recognition and disclosureFor more on this topic read the following chapters in our Financial statement presentation guide:Chapter 1: General presentation and disclosure requirementsChapter 2: Balance sheetChapter 3: Income statementChapter 28: Subsequent eventsChapter 30: Accounting changesBe sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.About our guestPat Durbin is a PwC National Office Deputy Chief Accountant. He has over 30 years of experience consulting with our clients and engagement teams on complex accounting matters, including issues related to revenue, compensation, income taxes, and inventory under both US GAAP and IFRS.About our guest 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.

On this episode of CFO at Home, Vince's guest is Albert Butler, CPA, MBA, and author of 'Life:, Truth, Love, Loss, Success, and Failure·. Albert and Vince discuss his inspiration and journey writing the book, and explore the impact of values, purpose, and transparency on shaping family financial decisions. Life:, Truth, Love, Loss, Success, and Failure is available now on Amazon. 01:55 The Inspiration Behind the Book 02:48 The Journey of Writing the Book 05:05 The Importance of Accounting in Personal Finance 09:21 The 50-Year Mortgage Debate 17:53 Purpose and Money Management 22:43 Family Values and Financial Transparency 28:29 Reflecting on a Memorable Christmas Key Links LIFE: Truth, Love, Loss, Success, & Failure @albertbutlercpa - Facebook @albertbutlercpa - Intagram @albertbutlercpa - YouTube Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500  

Ready for a fresh take on career transitions in finance? Tune into this engaging conversation with Steve McNally, a seasoned CFO and former global chair, as he sits down with Adam Larson to share real-world insights on what it takes to navigate change and earn your seat at the table. From jumping between Fortune 500 giants and small businesses to adapting to new roles and industries, Steve brings practical advice and lively stories—think learning operations on the factory floor and being the right-hand to the CEO. Discover why being inquisitive, building strong relationships, and developing real business acumen are essential for success. Plus, hear how staying curious and learning continuously keeps leaders ahead in a fast-moving world. Whether you're thinking about your next move or just want to hear what it's really like behind the scenes, this episode packs in thoughtful tips and inspiration for every finance professional. Don't miss it! ___________________________________________________________BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

In this episode we answer emails from Sebastian, Mark, and James.  We discuss the purpose of treasury bond allocations, annuity cash flows, and where rentals fit, goofy accounting for taxes, a bridge to social security and answer questions about Testfolio and data sources.  And celebrate Catherine O'hara.And THEN we our go through our weekly and monthly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterImmediate Annuities:  Immediate Annuities - Income Annuity Quote Calculator - ImmediateAnnuities.comPortfolio Charts Data Sources Page:  Data Sources – Portfolio ChartsBreathless Unedited AI-Bot SummaryMarkets threw a curveball this week: gold ripped, then slipped; small cap value popped; long bonds mostly yawned. We use the noise as a lesson in clarity—every asset in a risk parity mix has a job. Treasuries aren't for yield; they're for recession insurance and rebalancing power when stocks sag. Gold, managed futures, and value are there to diversify return drivers so you're not betting your future on a single story.We dig into a listener's Golden Ratio allocation with annuitized payouts and single-family rentals. The key is classification. Treat rentals as income if you're keeping them, or as a future lump sum if you plan to sell—but don't try to count both the cash flow and the equity for rebalancing. We also tackle the “can I replace treasuries with X?” question, and explain why the only valid substitute must reliably rise when recessions hit. If it won't go up when growth falls, it isn't doing the bond job.From there, we clean up two planning snags that trip up even seasoned DIY investors. First, the tax myth: don't “tax-adjust” asset values across accounts. Taxes are expenses, not asset haircuts. Optimize location, model annual tax liabilities, and keep the allocation true on the asset side. Second, Social Security modeling: the most practical move is to add it as an inflation-indexed future cash flow in a robust planner. If you need a present value for net worth, price a comparable inflation-adjusted deferred annuity instead of guessing with discount rates. For bridging years before benefits start, a TIPS ladder can unlock higher, earlier spending without warping your core portfolio.We wrap with a clear performance snapshot and withdrawals across eight sample portfolios, from the classic Golden Butterfly and Golden Ratio to levered experiments and a return-stacked build. The thread through it all is discipline: know each asset's purpose, keep cash intentional, rebalance when markets hand you spread, and let validated data—not hunches—drive decisions.Support the show

In this episode of the HVAC Know It All Business Edition Podcast, co-hosts Gary McCreadie and Furman Haynes of WorkHero discuss one of the most essential components of running an HVAC business: the financials.April Sackfield, Director of Operations at NumberConstruct and Fiscal Management Group, dig into the fundamentals of accounting, job costing, margins, and profitability. This episode is especially valuable for small business owners, new HVAC entrepreneurs, and technicians considering going independent. With a background in marketing, tax, and audit, April brings a rare blend of strategic insight and real-world financial know-how, especially when it comes to helping mom-and-pop operations become sustainably profitable.   Expect to Learn - Why over 50% of home service businesses aren't profitable, and how to avoid that trap - The difference between gross and net profit, and why both matter - How to properly price a service using margin-based formulas - What job costing really is and how to start tracking it effectively - Common money leaks in install jobs and how to spot them before they hurt your bottom line   Episode Breakdown with Timestamps: [00:00:00] - Intro & Welcome [00:00:41] - From Marketing to Accounting [00:01:59] - The Profitability Problem [00:03:45] - Gross vs. Net Profit Explained [00:05:34] - Pricing Example: The $20 Capacitor [00:11:25] - The Hidden Costs Behind Every Job [00:13:34] - What is Job Costing? [00:18:07] - Diagnosing Profitability Issues in Install Jobs   Follow Gary McCreadie: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/ Website: https://www.hvacknowitall.com Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/   Follow April Sackfield on: LinkedIn: https://www.linkedin.com/in/aprilsackfield/ Instagram: https://www.instagram.com/april.sackfield/?hl=en   Follow NumberConstruct on: Facebook: https://www.facebook.com/people/NumberConstruct/61560939563809/# Website: https://numbercon.com/

Alicia walks through her systematic approach to year-end cleanup, explaining why many business owners' books contain errors that go unnoticed until tax time. She covers the most common trouble spots—from duplicate revenue in undeposited funds to improperly categorized transactions—and demonstrates how to use QuickBooks' built-in tools like the Reclassify feature and Report Options to fix problems at their source rather than just making adjusting journal entries. The episode emphasizes why proper cleanup matters: automations and banking feeds learn from past behavior, so correcting the underlying transactions prevents the same mistakes from recurring year after year.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:25) - Year-End Cleanup for Tax Time (02:30) - Importance of Accurate Bookkeeping (04:32) - QuickBooks Tools for Cleanup (14:49) - Reconciling Accounts Properly (18:19) - Categorizing Transactions Correctly (20:51) - Adjusting Inventory and Equity (24:42) - Analyzing Reports for Anomalies (26:03) - Conclusion and Class Promotion Alicia'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: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEPayroll 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 

Tax season officially kicks off on January 26th, and if you're treating your filing as just a compliance chore, you're likely leaving money on the table. In this episode, Jarrod Bridgeman, Kevin Rhoton (MBA, CPA), and Brodie Hough (CPA) sit down to dissect the evolving tax landscape for dental practice owners.The guys start by debunking the "Tax Bracket Myth"—the common fear that earning more will lead to a lower take-home pay due to higher rates—and explain how this misunderstanding might be sabotaging your practice's growth.Whether you're looking to optimize your 2025 filings or set the stage for a more profitable 2026, this episode provides the roadmap to becoming a truly Millionaire Dentist.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

Trump administration cuts to federal funding are trickling down to cities and states across the country—and a top public-sector accounting leader is taking note. Governmental Accounting Standards Board Chair Joel Black is leading his team in crafting public sector financial reporting rules at a time when local governments are assessing resource constraints following cuts to funding resulting from the 2025 GOP tax law. The board establishes financial reporting and accounting rules for state and local governments that follow generally accepted accounting principles, or GAAP. Municipal bond insurers, taxpayer groups, and research institutes are among those that use government financial reports to analyze fiscal health. The board's work during the height of the Covid-19 pandemic informs its efforts now during another period of strain for governments. "It really honed us in to be sure we're working on only those things that are significant improvements, only those things our stakeholders are really asking us to work on," Black said. Black's board is currently undertaking a project that aims to improve financial reporting rules for governments grappling with fears they won't be able to meet their financial obligations. In this week's Talking Tax, Black sat down with Bloomberg Tax reporter Jorja Siemons to discuss GASB's financial stress-related project and the resource challenges accounting teams are facing. Do you have feedback on this episode of Talking Tax? Give us a call and leave a voicemail at 703-341-3690.

In today's episode of the PT on ICE Podcast, ICE CEO Jeff Moore & Eger CPA CEO Jason Eger discuss the importance of financial planning for entrepreneurs, focusing on tax strategies, wealth management, and the significance of having a good CPA. Jasonemphasizes the need for regular consultations to maximize deductions and navigate the complexities of business structures and compliance. The conversation also touches on the benefits of investing in real estate and retirement accounts, as well as common financial mistakes to avoid. Jason shares insights on how Eager CPA can help business owners achieve their financial goals through proactive planning and personalized service. Take a listen to the episode or check out the full show notes on our blog at www.ptonice.com/blog Eger specializes in accounting for PT and OT practices and they have accumulated an impressive portfolio of companies coast to coast. Few things are as important in business than having your finances buttoned up, learn more and grab a free consultation call with Eger's team to see if working with them is as good a decision for you as it has been for us!

Ever catch yourself comparing your firm to someone else's after picture and wondering what you're doing wrong?Here's a different perspective – you're not behind, you're just still in it.This Work in Progress episode is for anyone mid-messy change, not standing at the finish line.You'll hear what it sounds like to raise prices, disengage legacy clients (including ones you paid for!), test tiered pricing, and still question the hours while it's happening.No tidy ending, no highlight reel – just the normal, uncomfortable middle.Listen to feel less alone, see what “working on it” actually looks like, and borrow some camaraderie from a peer doing the hard work alongside you.…Link to full shownotes: https://www.businessstrategyforcpas.com/382…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. …

In the 1970s, two lifelong friends set out to disrupt the computer leasing industry.SponsorsUNC - http://ohmyfraud.promo/uncTake 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:O.P.M. BANKRUPTCY: QUESTIONS ABOUND [NYT]The Bubble Bursts Following O.P.M.'s Overnight Success [Washington Post]GUILTY PLEAS IN O.P.M. FRAUD CASE [NYT]TWO GET PRISON IN COMPUTER CASE [NYT]SEC News Digest, January 11, 1983 [SEC]ETHICS AND THE LAW: A CASE HISTORY [NYT Magazine]S.E.C. FILES SUIT AGAINST FOX & CO. [NYT]

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

How does God want you to show up for His Kingdom? In this episode, Jeff and Craig discuss: Restructuring your life to give more.Talking with trusted mentors when you're uncertain.Listening to God's voice. Making an intentional downshift financially.  Key Takeaways: Is your dream life actually serving you, your family, and the kingdom? God is with you always - abide in Him. You can utilize the skills God has given you at many different levels.Be open to learning God's path. It doesn't have to be big, it doesn't have to be expensive. Just start exploring options.   "Be open to learning - these things take time." —  Craig Spencer Episode References: Practicing the Way: https://www.practicingtheway.org/ About Craig Spencer: Craig is very blessed to be an apprentice of Jesus and is ardently seeking to follow him more closely each day. Craig's background is in finance & accounting, having begun his career in public accounting and then working with public and private companies in various leadership capacities. Craig shifted to working in the nonprofit space in 2011, where he's had the opportunity to use the skills developed in the corporate world to make an impact in communities across Colorado. Craig currently works with Parent Possible, which oversees and promotes home visiting and parent engagement programs through over 30 sites across Colorado to help Colorado parents reach their potential as their child's most important teacher, trainer, and mentor. Craig is involved with his church in leading classes on discipleship and serving on mission trips around the world. Craig and his wife have been blessed with 37 years of marriage, two kids, Christina & Brandon, and three grandchildren, Levi, Lila, and Noah. Industries - Craig's industry experience includes financial services, retail and wholesale distribution, oil and gas, nonprofit, education, manufacturing, technology, and professional services. He has held the positions of CAO, CFO & COO in publicly owned, privately-owned, and nonprofit businesses. Specialties and Background - Craig is a seasoned professional with a creative mind who thinks outside the box to envision what can be. One of his specialties is venturing into companies experiencing operational and financial challenges and actively listening and working with leadership and support team members to note root causes and potential opportunities. Craig is comfortable rolling up his sleeves and getting into the details while also standing back and having an eye for the bigger picture, strategic viewpoint. He excels at developing innovative, sustainable solutions and then working with management to train personnel to carry those solutions into the future.Craig has worked on analyzing and integrating over 20 acquisitions, initial public offerings, and the structuring and reorganization of businesses, which have led to their successful sales to larger organizations.Craig began his career with Arthur Andersen, where he worked for twelve years in the Audit and Business Advisory Services group and helped to develop and grow its Structured Finance practice. Education - Craig graduated from the University of Texas at Austin with a BBA in Finance and Accounting and is a Certified Public Accountant (currently inactive). Interests - Craig enjoys volunteering with nonprofits and his church, spending time with his family, road & mountain biking, snowboarding, and the great outdoors of Colorado. Connect with Craig Spencer:Website: https://c2solves.com/ & https://parentpossible.org/LinkedIn: https://www.linkedin.com/in/craig-spencer-aa378411/  Connect with Jeff Thomas: Website: https://www.arkosglobal.com/Podcast: https://www.generousbusinessowner.com/Book: https://www.arkosglobal.com/trading-upEmail: jeff.thomas@arkosglobal.comTwitter: https://twitter.com/ArkosGlobalAdv Facebook: https://www.facebook.com/arkosglobal/LinkedIn: https://www.linkedin.com/company/arkosglobaladvisorsInstagram: https://www.instagram.com/arkosglobaladvisors/YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

Agency owners are constantly told they need to take time off. But when your name is on the door, your clients are calling, and claims don't pause for beach trips, what does “time off” actually look like? Let's get real about vacations, burnout, and revenue anxiety. This conversation will help you step away without losing momentum (or coming back to chaos). Learn more at IntegraPartnerNetwork.com.

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.

If the word accounting makes your attention disappear, this episode is for you.Skye sits down with Joe Dunaway - founder of Vici Financial, accountant, business owner, and ADHDer - to talk about why so many ADHD entrepreneurs avoid their numbers, and how to understand them without overcomplicating things or forcing yourself into systems you won't maintain.This isn't about becoming good at accounting.It's about knowing enough to make decisions, reduce background stress, and stop guessing about your business.We cover:Why accounting causes shutdown for ADHD brainsThe real cost of avoiding your numbersThe fastest way finances get messy (and how to stop it)How to separate signal from noise in your financialsWhen numbers actually become useful instead of overwhelmingIf you've been telling yourself “I'll look at it later” — this conversation will help you finally look, without spiraling.Connect with Joe:https://www.vicifinance.com/Instagram: @vicifinancial P.S. If your ADHD symptoms turn every business day into chaos—unfinished tasks piling up, revenue stuck, systems that don't stick—it's not you. It's your operating system. We help service business owners unblock their next $50-500k with simple systems that focus their brain. Watch this video to see how we do it, then take the program walkthrough.

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

“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