Measurement, processing and communication of financial information about economic entities
Steven Jarvis, CEO and Head CPA at Retirement Tax Services, author, and podcast host, joins Matt on today's episode of Bridging The Gap. Steven's firm is helping financial advisors transform the way they deliver tax planning, how tax planning is integrates with wealth management, and how advisors can incorporate more tax planning into their client services.Steven dives into how advisors can find the time to incorporate tax planning into their firms and better utilize our time around helping our clients with tax planning. He shares common myths about tax planning from his book, how every money decision has a tax impact, and how simply referring clients to a CPA may not be enough.Steven shares his experience in the industry, why he started Retirement Tax Services, key factors that make tax planning great, and how we can deliver value to our clients. Advisors are the quarterback of the relationship between client and CPA, and Steven walks us through how do bridge these two components of financial advisory to ensure our clients' needs are met.Steven Jarvis Bio:Co-founded by Steven Jarvis, CPA, Retirement Tax Services (RTS) specializes in the unique needs of taxpayers who are in, approaching, or planning for retirement. What makes RTS unique is that it works in partnership with your existing Financial Advisor to make your life easier and ensure that you are not leaving the IRS a tip (aka overpaying). While most tax preparers see filing a tax return as the finish line, that is just step 1 in our process.Steven Jarvis, MBA, CPA, is also RTS's CEO & Lead Tax Wiz. Steven has a Bachelor of Science in Accounting and a Masters of Business Administration. He is a Certified Public Accountant (licensed in Washington State, no. 30681) with over ten years of accounting experience with some of the Nation's largest firms, including BDO USA, LLP, and CliftonLarsonAllen LLP. Steven is also a former adjunct professor of accounting in the MBA program at Whitworth University. And when he is not focused on taxes, he is a Dad, Husband, and Triathlete.Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:www.mattreiner.comYouTubeTwitterLinkedIn
As we approach the halfway mark of the year, it's time to take stock of our progress and challenges in becoming better finance leaders. Join me in this bonus episode of the Finance Leader Podcast, where we'll discuss goal achievement, prioritization, and making the best decisions to maximize our time, energy, and resources. Send me an email about your progress and challenges, and let's work together to make 2023 a year of incredible growth and accomplishment for all of us in the finance community.Coming up in our next full episode, we'll explore the game-changing potential of the Treasury Function for organizations. Discover how a Treasury Manager can be a key leader in executing strategy by addressing cash flow issues, credit usage, and banking relationships. Learn how this crucial role can make a significant impact on your company's financial success, and stay tuned for strategic insights to help you become a better finance leader. Thank you for choosing the Finance Leader Podcast, and I look forward to continuing our journey together.Email me: You can email me at email@example.com to update me on your goal progress and challenges. I am excited to hear from you. Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy: financeleaderacademy.com. On the website, you can download the Become a Finance Leader Guide. You can use this guide to build your Finance Leadership skills so you can help senior leaders develop and execute the strategy.I also offer a course, Advance Your Finance and Accounting Career: Developing a Promotion Strategy that Sets You Apart.Support the show
If you need financial relief to invest in properties despite the high costs, then delve deep into this episode with Erik Oliver as he uncovers the power of cost segregation and how this technique can help you save substantial tax dollars, accelerate depreciation deductions, and boost your investment potential. Hop in to keep more money in your pocket today! Topics on Today's Episode Cost segregation: What is it, and how it works? A comprehensive guide to bonus depreciation on your properties Benefits of doing a cost segregation study on your assets How to avoid depreciation recapture The importance of hiring a tax accountant for your real estate business Resources/Links mentioned IRS Tax-Free Wealth by Tom Wheelwright | Kindle and Paperback Looking for a first-class cost segregation study? Submit the form by visiting https://costsegauthority.com/contact-us/ and get a tax-saving analysis free of charge! About Erik Oliver Erik holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joining Cost Segregation Authority, he was an Operations Manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining Cost Segregation Authority, Erik has been speaking at local, regional, and national events. He brings with him a passion for identifying cost savings and educating commercial real estate owners on the benefits of cost segregation. Connect with Erik Website: Cost Segregation Authority Phone Number: (602) 568 - 0032 Are you ready to experience the cash flow life? Just text “BOOK” to (480) 500-1127 to get a FREE copy of Corey's book, Copy Your Way to Success, and learn how apartment investing can change your life today! Don't forget to download my Free Workshop Quick Start Video Series, and if you like what you have heard, please leave a review on iTunes.
Lumber Slingers, sling Accounting! Today we discuss EBITDA! (Earnings Before Interest Taxes Depreciation and Amortization) If you're ready to be riveted by these 6 letters of the alphabet, say no more and listen now. Chels and Nat discuss what EBITDA means, the pro's and con's, Warren Buffett, and why companies may or may not want to consider EBITDA in business decisions. We also discuss cycling bike helmets with wigs, for absolutely no reason. Questions or Comments? firstname.lastname@example.org or leave us a voicemail at 503-660-8058 All thoughts an opinions are our own and do not reflect those of our company
This session focuses on the what is your greatest weakness interview question. It is one of the most frequently asked accounting interview questions. This is part of a sporadic series on interview questions and responses for those who work in, manage or have responsibility for an accounts payable, accounting, finance, payment or treasury function. Link to Advance Your Career in Accounting and Accounts Payable with These Essential Skills https://youtu.be/AI5T4GXcPh0 The accounts payable invoice process is critical to the success of the accounts payable function. The three-way match concept is the standard approach used in accounts payable departments across the country, or at least those that use accounts payable best practices. It involves comparing the purchase order vs invoice and the receiving document and is a strong accounts payable internal control.
Listen to our monthly market update for insights that may help inform your investment strategy! Did you know that 90% of Americans are anxious about money? But did you know that people who listen to Dad Cents are 3x happier than those who don't? Yep, on Dad Cents, we turn your finance frowns upside down. And Dad Cents offers valuable financial advice to help you reach your full potential. By listening to this podcast, we're giving you your own CFP® designation (the highest possible certification) and guidance from a team of financial experts. You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can't complete without a solid foundation. So, keep listening and empower your finances today. Thanks for being here! We couldn't do this show without you. Contact us at email@example.com or 904-366-9388. Thanks for listening! We appreciate you!
V is for Victory - How Small Businesses Overcome Big Battles
In episode 63 I'm joined by Matt Banker, Founder of Banker Creative a website design company and Lead Strategist for Benchmark Growth a marketing agency for Accounting firms. Listen to Matt's insight on how to find the right person for the role rather than creating roles to fit employees, AI, niching down even when it means leaving money on the table and how a degree in Conceptual Installation Sculpture can teach you about business. Follow Matt Banker on LinkedIn: https://www.linkedin.com/in/mattbanker/ and visit: https://marketingforaccountingfirms.com/ ____________________________________________________ For products with clean, minimal ingredients that get results please shop my link: https://earthley.com/ref/jillamiller317/
CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue 16 Media & CBNation.co
Why it was selected for "CBNation Architects": In episode IAM1547 of the I AM CEO podcast, host Gresham Harkless interviews Aneka Winstead, the CEO of WATT Business Solutions, a mobile tax and accounting firm. Aneka has over 10 years of experience in accounting, including corporate, state, and federal government. With WATT Business Solutions, Aneka specializes in helping small businesses develop and implement accounting processes, tax plans, and tax preparation. She also runs a non-profit called WATTKids, which aims to educate children about financial literacy and wealth building. In the interview, Aneka talks about her journey as an entrepreneur and the importance of accounting processes for small businesses. She shares her unique approach to accounting consulting, which involves personalized service and expertise to help clients save money and improve their bottom line. Aneka also discusses her involvement in the non-profit sector and how she is helping to educate children about financial literacy. Aneka shares her CEO hacks and nuggets, which include using a calendar and color coding to stay organized and creating systems that work for you and your team. She also defines what being a CEO means to her, which involves creating a life that you want to live and having the freedom to decide. Overall, the episode provides valuable insights into accounting processes for small businesses and the importance of personalized service in consulting. Check out one of our favorite CEO Hack's CEO Web Shop. Get your free audiobook and check out more of our favorite CEO Hacks HERE. I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today! Previous Episode: https://iamceo.co/2022/11/07/iam1547-accountant-assists-small-businesses-develop-and-implement-accounting-processes/
The Cannabis Accounting Podcast by DOPE CFO
Accountants who are in over their heads when it comes to Cannabis dispensary accounting can cost the business dearly simply because they don't know how to do the work properly. Dispensary CEOs and operators who rely on inexperienced accountants or accounting teams are unknowingly putting themselves at risk of hefty fines or even being shut down for not following IRC 280E. In Cannabis, the right accounting procedures need to be put in place on a daily, weekly, monthly, and annual basis. Consistent and correct accounting—not strategies to beat 280E—are what make the difference. In this podcast episode, DOPE CFO founder, Andrew Hunzicker, CPA, covers: Important tax codes and how to navigate them 471 - what it says, and how to correctly apply both GAAP and Tax, particularly for retailers Ideas for how to manage from an accounting viewpoint and “how to make it all work” Key court cases and what they mean for Cannabis companies Complex legal entity structures and other “games” to avoid ...and more! There's lots to learn, so listen in and learn up! --- Send in a voice message: https://podcasters.spotify.com/pod/show/dopecfo/message
Contractor Success Map with Randal DeHart | Contractor Bookkeeping And Accounting Services
This Podcast Is Episode Number 526, And It's About Becoming A Better Construction Company Owner By Developing Courage Fear is a natural, emotional response to distress. The evolution of humanity was dependent upon feeling and responding to fear. Unfortunately, for some of us, fear is a stumbling block to unlocking our full potential and becoming great leaders. Fear can have a significant impact on business activities. If a business owner is afraid of taking risks or making decisions based on past negative experiences, it can hinder their success. It's important to remember that fear is often based on False Evidence Appearing Real or F.E.A.R. It's crucial to approach business decisions objectively and not let fear cloud judgment. By recognizing and addressing fear, business owners can make informed decisions that lead to success. The good news is that courage is like a muscle, and when you exercise courage, it often becomes more robust and more natural. Here are a handful of ways to overcome fear, find courage and become a better construction company owner. 1. Don't lose your sense of direction If you struggle to lead in your construction business or manage your employees, staying connected to your purpose for making your decisions is essential. If you lose your sense of direction, the people you are leading may begin to question your ability and authority. When giving instructions to someone you are charged with leading, be specific about what needs to be done and why. 2. Visualize all of the possible outcomes Visualizing a negative outcome may seem counter-intuitive to building courage; however, realizing that the worst that could happen is not fatal in most situations is incredibly beneficial. Conversely, visualizing a positive and prosperous outcome can give you the bravery to make risky choices and stand behind them occasionally. 3. Be willing to do what other leaders won't If you are surrounded by leaders who continually play it safe but are sensing a need to take the road less traveled and make a bold decision, be willing to do it! The fear of people around you disapproving of your choices can be crippling. But the sense of pride when you carefully calculate your options and make a bold choice that turns out well, will strengthen your sense of courage. 4. Carefully consider the opinions of people around you You don't need to allow yourself to be persuaded by the opinions of others in any way, but occasionally a new view from someone with less experience can bring new life into your construction business. Don't let your employee's inexperience cause you to overlook the great ideas they may occasionally have. Be willing to do things someone else's way occasionally bravely, and your courage will undoubtedly increase. 5. Be willing to commit to success Have the inner strength and courage to keep going even when things get tough because you know that everything will work out in the end; if something has not worked out yet, it is not the end. 6. Make the hard decision and say "no" As uncomfortable as it can be to shut down someone's idea, it is necessary sometimes. Next time someone has an opinion you are completely uncomfortable with, respond by telling them no. Often, no explanation is better than a long explanation when you disagree with a person's idea. As a leader, it is right to go with your gut instinct and override decisions you disagree with. Saying no to bad ideas will increase your courage and even the level of respect your employees have for you. As you can see, building courage is not a complicated process. Building courage is simply taking small steps in your daily life and being unapologetic about doing what you know is right. If you are willing to commit to taking the above steps as a leader, you will soon become more confident in your decisions! Many leaders struggle to feel courageous regardless of their time leading. Fear on all sides Contractors without financial reporting systems they can trust to generate accurate Key Performance Indicators and Reliable Job Cost Reports do not know if they are making or losing money from day to day, which leads to doubt which leads to stress, and they tend to work faster and harder. This frantic behavior raises everyone's stress level, affecting your team, project, and client. Contractors are superheroes! What is your Contractor Superpower? The power of choice. Increase your pricing Which projects do you say YES to Collect job deposits Ask the client for money Your working hours The area of the country where you want to live You can choose what is best for you, your loved ones, and your construction company. It is easy to listen to the news and become depressed, agitated, or think the day's challenges are hopeless to overcome. Mother Teresa (of Calcutta) said it best: We, the willing, led by the unknowing, are doing the impossible for the ungrateful. We have done so much, with so little, for so long; we are now qualified to do anything with nothing. Final thoughts The rough and tumble world of construction company ownership is not for the weak or the timid. It is an arena where the price of admission is a lot of blood, sweat, tears, long nights, and lost sleep, with peaks of enthusiasm and depths of despair. It can feel like riding a roller coaster operated by a madman trying to convince you to get off, get out and do something more relaxing, like teaching a pig to sing! With careful planning and a solid strategy, you can overcome any obstacles that come your way. Don't be afraid to take risks and think outside the box. Remember, the greatest successes often come from taking bold actions. So be brave, stay focused, and keep pushing forward. Your construction business dreams are within reach! Life is a journey that happens one day at a time, one decision at a time, one choice at a time. Tomorrow is a new day with every potential of being happier if we allow it. We will continue empowering and advocating for contractors and construction business owners like you. About The Author: Sharie DeHart, QPA, co-founded Business Consulting And Accounting in Lynnwood, Washington. She is the leading expert in managing outsourced construction bookkeeping and accounting services companies and cash management accounting for small construction companies across the USA. She encourages Contractors and Construction Company Owners to stay current on their tax obligations and offers insights on managing the remaining cash flow to operate and grow their construction company sales and profits so they can put more money in the bank. Call 1-800-361-1770 or firstname.lastname@example.org
Week 35 Naso (Make and Accounting) Numbers 4:21–7:89. This week's Torah Portion. For more information see www.sabbathlounge.com Find us on iTunes, Spotify, TikTok, and Podbean. At Sabbath Lounge we are dedicated to eating clean, keeping the Feast, Sabbath, following Torah, and leading as many people out of Babylon as possible. Find more information below: www.sabbathlounge.com https://linktr.ee/Sabbathlounge
Business Infrastructure - Curing Back Office Blues
Our next small business advisor this season is Byron Wolfe, the Founder of CFO-AF. He has a unique skill set that spans accounting, finance, and operations. He's passionate about helping small businesses identify their financial goals and providing them with a roadmap for achieving them. As a CPA and Fractional CFO, Byron cleverly navigates the irony of helping small businesses thrive in the present while also guiding them towards a profitable future that can include the exciting and ever-evolving world of crypto, NFTs, and the Metaverse. In this episode, you will discover: The key difference between accounting and finance, What a fractional CFO does and how to hire one, The competitive advantage of accepting cryptocurrency as a form of payment, How to make money with NFTs and in the Metaverse, and so much more! Byron even shares what it's like to work alongside his wife! After listening to him, you'll understand why knowing what you want your business to look like in five years is critical to your business's future. It provides a compass for managing finances, streamlining operations, and implementing profitable marketing strategies. You don't want to miss this one! You're guaranteed to learn something you didn't know about the link between business infrastructure and financial operations for achieving sustainable growth and scale.
Better Wealth with Caleb Guilliams
Today, I interviewed Jonathan Fairall, the Senior Capital Markets Specialist at NCUA. We covered everything from the high interest rates, inflation, the bank failures, and answering the question of whether or not we're actually in a recession.Guest BioJonathan is the Senior Capital Markets Specialist at NCUA and has a (M.B.A) from the University of Washington in Accounting and Finance. Jonathan ensures regulatory compliance in the market and has a firm pulse on the intricate details of the economy. Episode links and resourcesThe Financial Efficiency Quiz - https://bttr.ly/quiz Have Questions for me or BetterWealth? Give us a call! - https://bttr.ly/ytclarity #BetterWealth Free 15 Minute Clarity Call: https://bttr.ly/ytclarity The And Asset Book: https://bttr.ly/book BetterWealth Quiz: https://bttr.ly/quiz AndAsset.com: https://bttr.ly/andasset BetterWealth Youtube - https://bttr.ly/bwyoutube Financial Advisor, Agent or Coach: https://bttr.ly/advisor
Ghost card, virtual card, declining balance card, p-card and more. It's enough to make your head spin. Today, we're diving deep into the world of the many different types of corporate credit cards – at last count we had 10. To help reduce the confusion that some of our accounting, finance, treasury and accounts payable audience might have, Recharged Education's Lynn Larson is joining us to illuminate the topic. Accounts payable and accounting require the use of both accounts payable best practices and strong account payable internal controls. For many organizations, the review of expense reports and the requests for reimbursement of expenses, is handled in accounts payable. For the accounts payable process to work well, best practices for AP should be used. By their very nature, accounts payable best practices incorporate strong internal controls and avoid AP control weaknesses. Link to Expense Reporting: The Dark Side of Personal Cards https://youtu.be/0Y3TTmu0-qw Link to AP Now's Invoice Series https://youtube.com/playlist?list=PLtL6rWSXZ-HeE6BWKJaVwVMsri7UfQ4vh Subscribe now: https://www.youtube.com/APNow?sub_confirmation=1 Learn more about AP Now at www.ap-now.com Host: Mary Schaeffer (www.ap-now.com) Guest: Lynn Larson (recharged-education.com)
The future of accounting continues to require more automated processes and less transactional work, and accountants will be expected to lead the charge. More and more, accountants rely on cloud software and artificial intelligence and boost their soft skills and leadership prowess to excel in the profession. Additionally, with cybersecurity threats on the rise, being proactive before a cyber incident happens is key — understanding potential threats, identifying vulnerabilities and planning around security optimization. Adherence to cybersecurity frameworks will continue to be important, and financial institutions must comply with the Safeguards Rule as set forth by the Federal Trade Commission (FTC). Although updates to the Safeguards Rule are set to take effect on June 9, 2023, the requirement for each financial institution to implement an information security program has been in effect since May 23, 2003. Listen in as Donny C. Shimamoto, CPA/CITP, CGMA, Owner — IntrapriseTechKnowlogies LLC, chats with April Walker, CPA, CGMA, Lead Manager — Tax Practice & Ethics, AICPA & CIMA, on these topics and highlights the latest with regards to written information security plans as well as learning, networking and research opportunities available to practitioners. What you'll learn in this episode Takeaways from the recent webcast: Tax Practice Quarterly: Cutting-Edge Cybersecurity in 2023 (1:20) Q&A available with the webcast archive (3:53) Preview of Donny's session at the upcoming ENGAGE 2023 conference (4:41) Center for Accounting Transformation research surveys (8:03) A page from Donny's travel journal (13:00) Related resources ENGAGE 2023 conference — ENGAGE 23 will help you evolve by turning the pace of change from a challenge to an opportunity. With nine tracks of expert content, you'll gain exclusive insights, develop practical skills and walk away with tangible guidance to evolve at your own pace. Join us in June at the ARIA in Las Vegas or live online. Gramm-Leach-Bliley Act Information Security Plan Template — The Gramm-Leach-Bliley Act requires financial institutions to have a written information security plan. Use this template to document your firm's policies. Webcast archive: Tax Practice Quarterly: Cutting-Edge Cybersecurity in 2023 — Jeffrey Birnbach, Senior Partner & Managing Director — Sylint, and Donny C. Shimamoto, CPA/CITP, CGMA, Founder & Managing Director — IntrapriseTechKnowlogies LLC, provided practical advice on mitigating cybersecurity incidents and protecting data privacy in this recent webcast from May 2023. Center for Accounting Transformation is conducting research on two important topics. Voice your opinions in the Advisory Services Research Survey and Staffing Strategies Research Survey. Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.
We discussed a few things including:1. Len and Bud's professional and entrepreneurial journeys2. Family businesses, the opportunities and challenges3. Family business dynamics: favoritism, spouses/in-laws, non-family mgmt/outsiders, death4. Outlook and trends in business and how they might affect family businessesLeonard C. Green is a CPA, MBA, and Entrepreneur. Len is founder of The Green Group, which is a provider of Tax, Accounting, and Consulting Services.Len is also involved in 14 businesses in diverse markets. He is one of the original investors of the NASDAQ publicly traded Blue Buffalo pet food company, the fifth largest company in the United States in this category. In addition, his involvement includes a financial services firm, real estate, thoroughbred horses, sports, a couple of publicly traded businesses, and several charities. Len also sits on the Board of Directors for a number of companies and foundations.In the past 20 years, Len has taught two of the most highly rated entrepreneurial courses at Babson College - one structured similar to Donald Trump's Apprentice TV series, and the other a family business/social entrepreneurship business course. His classes have been featured on CNBC Squawk Box and ABC TV.His featured articles on family business succession planning, company evaluations, structuring organizations, and maximizing tax deductions have appeared in over 200 newspapers across the country including the Wall Street Journal, New York Post, Star-Ledger, Boston Globe, Entrepreneur Magazine, INC Magazine, Forbes, and the CEO Forum.Len's best-selling book “The Entrepreneurial Playbook” has been translated in Chinese and Arabic.---Bernard J. D'Avella, Jr. ('Bud') is an experienced attorney and mediator who has advised or led family businesses for his entire professional life. From age 12, Mr. D'Avella worked in his father's pharmacy, which he went on to help manage in his late teen years. He relied heavily on that family business experience to become one of the most respected thought leaders in the area of family business and estate planning law, where he has focused his advisory practice for over 45 years. From 1973 to 1998, Mr. D'Avella represented family businesses and was the managing partner for 11 years at Hannoch Weisman, the second largest law firm in New Jersey. From 1998 - 2011, Mr. D'Avella combined his lifetime of legal and family business experience as President and Chief Operating Officer of Prudent Publishing Company, a mid-eight figure family-owned business based near his home in northern New Jersey. Bud is an author and conference speaker on topics pertaining to family business, and is a sought-after consultant and advisor to family businesses.#familybusiness #podcat #AFewThingsPodcast
Do you ever find yourself obsessing over your work, doubting your competency, or struggling to stay productive? What if you could harness your obsessive-compulsive tendencies to supercharge your career in finance and accounting? In this eye-opening episode, we explore the traits of the obsessive-compulsive accounting and finance professional and discuss how sometimes, our OCD can be our superpower! Listen in as we share our experiences with obsessing over perfection, worrying about miscalculations, and how our OCD has helped us solve problems that require intense focus and dedication.Note: I am not a mental health expert. Seek professional help to access tools that can help you, if you need to. Episode outline:Traits of the obsessive-compulsive accounting and finance professional,Sometimes our OCD can be a superpower, Tools for better productivity, and Our mindset is the gateway to success. Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy: financeleaderacademy.com. On the website, you can download the Become a Finance Leader Guide. You can use this guide to build your Finance Leadership skills so you can help senior leaders develop and execute the strategy.I also offer a course, Advance Your Finance and Accounting Career: Developing a Promotion Strategy that Sets You Apart.Support the show
Hello ModernJeepers, Matson from MetalCloak here and welcome to Episode 220 of The ModernJeeper Show… Corey & Jessy are deep within the Artemis Rally this week, so I am joined by Naval Officer, Photojournalist, Entrepreneur, Outdoor Enthusiast and ModernJeeper Ryan Kledzik, aka Ryan Utah.As is usual for an episode of ModernJeeper we stumble all over the place in this conversation... from rescuing his best friend out of Italy to wheeling in Southern California... from the power of the American Military to designing his first Jeep product... And why it is important in all aspects of life, politics, public lands and public debate to Control the Narrative.Ryan also shares with us his favorite trail in Moab (probably not one you would guess) and his number one bucket list trail... which we may be able to help out with later this year. To get the full experience including seeing our big smiling faces, check out the video at YouTube.com/modernjeeper (subscribe too, please).As always, we are incredibly grateful for this episode to our supporters and friends including Warn Winches, Raceline Wheels, Bestop, Nacho Lighting, Milestar Tires, Rugged Radios, Adventure Rack Systems and, of course, MetalCloak.And friends, if you like this episode, we would be so grateful if you subscribed to the pod, told your friends about it, and gave us a nice review on Spotify or Apple Podcast.Now, sit back, relax with a cold one, and enjoy Episode 220 of The ModernJeeper Show.Show Notes:Ryan Utah InstagramUtah Design FoundryFiverrMorrflateBig BearJeepers JamboreeRyanutah.comCantina For the ConRubicon Trail FoundationInterior Cargo RackOff Grid TrailersArtemis Rally#### This episode would not be possible without the incredible team at Metalcloak. From Engineers to Production, Marketing to Sales, Accounting to HR... everyone at Metalcloak works diligently to ensure they make the very best products for your Jeep, Bronco, Ram and Toyota.Please visit Metalcloak.com and support our sponsor today.####Liked the episode? There's more...Join us at ModernJeeper.com for the latest Jeep and off road news.Join us at ModernJeeperAdventures.com for incredibleJeeping Adventures.Join us at ModernJeeperForum.com and join an incredible group of ModernJeepers.Visit our Sponsors including Metalcloak.com and check out their full line of Jeep, Ram & Bronco Suspension Systems, Fenders & Bumpers
Take The Hill - A Leadership Podcast
With more than 46 years of live entertainment expertise, Ed Traversari has been a part of the entertainment scene in Western PA and beyond. He has worked for Pittsburgh concert promoters company DiCesare Engler Productions as a production manager, talent booker, director of marketing and general manager of the Chevrolet Amphitheatre at Station Square. DiCesare Engler produced concerts at the Stanley Theatre (which they later sold to the Cultural District to become The Benedum Center), the Syria Mosque, AJ Palumbo Center, Mellon Arena, Heinz Field, PNC Park and Chevrolet Amphitheatre at Station Square, among others. In addition to teaching, Traversari consults for a number of clients including Heinz Hall, Seven Springs Resort, The Pittsburgh Irish Festival, PBS Television Concert Series and Carnegie Science Center. He also helped produce The Joe Grushecky/Bruce Springsteen shows at Soldiers and Sailors Hall and The Bob Marley Celebration at The Benedum Center. 00:00 Welcome to Episode 36 00:25 Updates with Dennis, Angelo and Patrick 03:00 Introducing Ed Traversari 04:40 From Drummer to exploring the business of entertainment 07:00 The Guess Who and the Student Activities Committee 11:00 Bookings, Agents, and first concerts 14:00 Wanted: Runner @ DiCesare Engler 18:50 Air America, Jeff Beck, Jefferson Airplane and a Rolls Royce 22:00 Stanley Theater, Syria Mosque, IC Light Amphitheater, Star Lake Amphitheater 27:50 What should students be doing today to gain entry into the industry? 28:45 Marketing, Accounting, Booking, General Manager to College Professor 39:55 The synergy between passion, perseverance and pursuit of a Career 44:00 The Irony of SlipKnot 46:00 Agents, Settlers, Managers, and Promoters 49:20 Settling a Show 52:30 Show Plaques and a unique Trophy for Bon Jovi 58:00 In terms of your career, is following your passion and taking calculated risks still applicable today? 01:01:00 Nazareth, Stanley Theater and feet dangling from a Chandelier 01:04:30 Rapid Fire Questions for Ed #1 Favorite Artists to Work With? #2 One Artist you could bring back for a Day #3 Favorite Vocalist 01:21:00 Frankie Valli still singing at 89 years of age! 01:22:30 Reflection and Final Thoughts from Ed Traversari 01:25:30 Check out Good Karma on Facebook to see Ed and his band Perform !! 01:27:25 Final Thoughts from Angelo, Dennis and Patrick 01:31:30 Photos with Artists over the years! 01:31:40 Closing Credits
ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.*********************************************************************************MEET THE HOSTRichard Bechtol, Esq., Royal Legal Solutions. Richard attended Shawnee State University and graduated with a Bachelor's in Business Administration with a concentration in Accounting. Upon graduation, he volunteered for a one-year deployment to Bagram Airfield in Afghanistan. Five weeks after arriving home he began classes in pursuit of his Juris Doctorate from the University of Dayton School of Law completing the program in 2 years. Richard has held numerous law positions including clerk and associate specializing in Estate Planning, Asset Protection, Elder Law, Probate, and Trust Administration.*********************************************************************************KEY TAKEAWAYSStaff attorney, Richard Bechtol, covers estate planning fundamentals in this informal chat. You'll learn:Who needs an estate planWhy a will isn't enoughHow to avoid probateand more!Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 8 video Masterclasses and ebooks.*********************************************************************************FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/
This week the multi-part RESCUE series continues with a hypothetical tale of investment, manufacture and accounting, and the financial analyses of both sides of the balance sheet: the initial investments and benefits to investors and the long-term debits of extraction, public health, emissions, downstream effect, and what is left behind. What would project proposal budgets look like if all near and long-term costs were included? Would projects be viable and approvable? How would investments, incentives, and subsidies be recalculated? Would the public approve and would such projects be feasible at all? RESCUE as an acronym offers a plan for specific action and public participation: Renewal, Environment, Society, Collaboration, Understanding, and Engagement.World Ocean Radio offers five-minute weekly insights that dive into ocean science, advocacy and education, hosted by Peter Neill, Director of the W2O, author, and lifelong ocean advocate. Episodes offer perspectives on global ocean issues, today's challenges, marine science and policy, and exemplary solutions. Available for RSS feed, podcast, and syndicated use at no cost by community radio stations worldwide.
She Thinks Big - Women Entrepreneurs Doing Good in the World
Book a strategy call with Geraldine today!https://geraldinecarter.com/call*Want one piece of business strategy delivered daily to your inbox?*Subscribe here: geraldinecarter.com/subscribeHow can CPA businesses make themselves more attractive to potential buyers and command a higher sale price?Brannon Poe offers tips for improving sale multiples for CPA businesses.Brannon is a CPA and is the founder of Poe Group Advisors, a brokerage business focused solely on accounting and CPA firms. Highlights:— ”In the landscape of buying and selling of accounting firms, the biggest change is the increase in the focus on the quality of staff in acquisitions. Because quality staff are scarce.”— ”There's increasing comfort and demand with virtual firms. We are seeing multiples increase as banks are getting more comfortable with those firms.”— ”If you want to sell in three to five years, it's smart to get an understanding of how much the practice is worth.” — ”If I had to give one piece of advice to a firm owner who was thinking of selling in three to five years, it would be to focus on pricing.”Connect with Brannon:Website: https://poegroupadvisors.com/Brannon's new book: Prepare Your CPA Firm for A Salehttps://poegroupadvisors.com/prepare/Previous episodes with Brannon:162 How to Sell a CPA Firm for Optimal Price with Brannon Poehttps://www.businessstrategyforcpas.com/162199 Selling Cloud-based vs Traditional CPA Firms with Brannon Poehttps://www.businessstrategyforcpas.com/199
DISCLAIMER:The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
Jason was traveling last week, and due to the Memorial Holiday, he wasn't able to record a new episode of Dad Cents. However, we brought back another popular episode for your enjoyment. When you retire, you'll likely draw your income from several sources— such as retirement accounts, taxable investment accounts, and Social Security Benefits. Did you know that each of these sources is taxed according to its own rules? Join Jason (and special guest Amber Fuchs) as he explains these rules, whether (and when) you're required to make withdrawals, and how paying taxes on distributions will impact your overall financial goals. At the end of this episode, you'll feel confident with the ability to accurately plan for your retirement. Did you know that 90% of Americans are anxious about money? But did you know that people who listen to Dad Cents are 3x happier than those who don't? Yep, on Dad Cents, we turn your finance frowns upside down. And Dad Cents offers valuable financial advice to help you reach your full potential. By listening to this podcast, we're giving you your own CFP® designation (the highest possible certification) and guidance from a team of financial experts. You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can't complete without a solid foundation. So, keep listening and empower your finances today. Thanks for being here! We couldn't do this show without you. Contact us at email@example.com or 904-366-9388. Thanks for listening! We appreciate you!
Randy welcomes Tina White, the founder of Panoramic Academy, on Episode 107 of The Unique CPA. Tina started her career in the public accounting world, then transitioned to ownership of an HVAC servicing company, and now runs Panoramic Academy, which specializes in coaching business owners to improve their financials and make their companies self-sufficient. She discusses how important advisory services are in the accountant / business relationship, the human element of that connection, and how important it is for any business to tighten up every aspect of its operations. Get the full show notes and more resources at TheUniqueCPA.com
This podcast explores a story of faith, courage and pursuit of purpose in the world of financial services. Leaving behind the allure of their well-established careers with prominent corporations, Gary Baker and Dan Kraus joined forces and fused their expertise to create a financial services firm unlike any other. While their personalities, gifts, and skills are quite different and diverse, their vision is undivided: to create a company grounded in integrity and compassion and dedicated to helping families create an ”undivided" plan that aligns their finances with their deepest values. Gary Baker is the President and Dan Kraus is the Chief Investment Officer at Undivided Wealth Management. Both are managing partners and passionate about a relational approach to financial management. They encourages decisions based on what is important to each individual client in order to achieve their financial goals.Gary is a highly sought-after Thought Leader in the financial services industry. He serves on the Kestra Private Wealth Council and Fidelity Advisor Council. Gary received his B.A. in Personal Finance from the University of Missouri – Columbia and an M.B.A. from Washington University. Now, as an adjunct professor at Washington University, life has come full circle. Prior to joining Undivided Wealth, Dan was the Assistant Treasurer and primary Investment Officer of Anheuser-Busch. In addition to mergers, acquisitions and global cash management, he managed the retirement plans and charitable foundation with investments totaling over $5 billion. Dan is also a CPA, though not currently practicing, and a member of the American Institute of Certified Public Accountants. Dan holds the Chartered Financial Analyst (CFA) designation. He received a B.A. in Accounting from the University of Missouri-Columbia and an M.B.A. from the University of Missouri-St. Louis. Dan applies his training and institutional investment experience to help clients live their best possible lives and achieve their goals.Support the showTransforming the workplace one Bible study at a time - DONATE today! CONNECT WITH US:B-B-T.org | News | LinkedIn | Instagram Biblical Business Training (“BBT”) equips busy, working people to grow in the grace and knowledge of Jesus Christ and empowers them in small-group Bible study settings to apply Biblical principles to their every day lives - especially in the workplace. BBT is a nonprofit 501(c)(3) organization which exists to help people develop their Christian “Faith for Work – Leadership for Life!”
PATREON MOVIE DISCUSSION: This movie was selected by our Patreon Supporters over at the Cinematic Doctrine Patreon. Support as little as $3 a month and have your voice heard! Ani-May is almost over, but there's still room for one more episode! Melanie and Melvin discuss A Silent Voice, the popular Kyoto Animation project from 2016 about an elementary school bully who seeks amends during High School. The catch? He incessantly bullied a deaf girl, and must overcome his shame before he can apologize. Topics:(FREE PATREON EXCLUSIVE) 54-minutes reflecting upon Princess Mononoke, Neon Genesis Evangelion, and Puella Magi Madoka Magica while also discussing the recurrent themes of Ani-May: 'Self-Destruction by Evil Desire', 'Acceptance of Reality', and 'The Maturity of Growing' complete with biblical verses and theological discussion! (FREE PATREON EXCLUSIVE)Melanie was still processing A Silent Voice and verbalizes that something felt off, but she doesn't know what. The two explore what that may be.Melvin details what makes the original A Silent Voice One-Shot so great at exploring themes of bullying, shame, guilt, and the fear of reconciliation.Melvin then shares some thoughts on the Manga adaption, a seven-volume expansion on the original one-shot that goes in strange directions, never fully satisfying the promise of a complicated, mature teen romance.Melvin then discusses his thoughts on the movie which are wrapped in his thoughts on both the One-Shot and the Manga and how it may be one of the worst things he's ever seen.Accounting for cultural differences, Melanie, as a school teacher, was really upset with how the bullying was handled by the school staff to a fault.Melvin observes that Princess Mononoke, Neon Genesis Evangelion, and Puella Magi Madoka Magica permit an open-ended exploration of their complicated, mature themes. A Silent Voice, however, hand-holds so aggressively it almost bruises the knuckles.Unlike the Manga and especially the One-Shot, the fact that Nishimiya has such little screentime is stupendously felt.Recommendations:Your Name. (2016) (Anime)Nichijou: My Ordinary Life (2011) (Anime)Support the showSupport on Patreon for Unique Perks! Early access to uncut episodes Vote on a movie/show we review One-time reward of two Cinematic Doctrine Stickers Social Links: Twitter Website Facebook Group
PwC's accounting and financial reporting podcast
Every Tuesday in May, Jennifer Spang is taking over the podcast to share the latest on income tax accounting — recent global and US tax policy developments, standard setting activity, and tax accounting considerations related to common transactions, such as business combinations and spinoffs.To continue the series, Heather and Jenn are joined by Matt McCann, a partner in PwC's National Office, to share insights on the practical challenges that arise in the tax accounting for spinoff transactions.In this episode, you'll hear discussion of:1:30 - What a spinoff transaction is and the SEC filing requirements, including the preparation of carve-out financial statements7:48 - Considerations related to allocating the consolidated income tax provision to the carved-out entity 18:22 - Other practical tax challenges in carve outs including valuation allowance assessments, uncertain tax positions, and tax sharing agreements 28:30 - The importance of robust disclosures when attributes or assertions are expected to change post spin35:52 - Planning for tax complexities post spin and final advice for companies For more information, read our Income taxes and Carve-out financial statements guides. Additionally, check out our prior podcast on taxes in separate company financial statements. Jennifer Spang is PwC's National Office income tax accounting leader, specializing in tax accounting under US GAAP and IFRS. She has over 25 years of experience helping companies in a variety of industries navigate complex tax accounting matters. Matthew McCann is a partner in PwC's National Office who provides consultation in the areas of revenue recognition and income taxes. He has over 25 years of experience and previously served as the leader of the Consumer & Industrial Products Sector Assurance Practice in North Texas.Heather Horn is PwC's National Office thought leader, responsible for developing our communications strategy and conveying firm positions on accounting and financial reporting matters. She is the engaging host of PwC's accounting and reporting weekly podcast and quarterly webcast series. With over 30 years of experience, Heather's accounting and auditing expertise includes financial instruments and rate-regulated accounting.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to firstname.lastname@example.org.
CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue 16 Media & CBNation.co
Why it was selected for "CBNation Architects": In episode IAM1060 of the CEO Chat podcast, host Gresham Harkless interviews Spencer Sheinin, a 20-year Certified Public Accountant and entrepreneur who owns businesses in manufacturing, construction, cold storage, real estate, and financial services. Spencer is also the best-selling author of "Entreprenumbers: The Surprisingly Simple Path to Financial Clarity". In the interview, Spencer shares his insights on accounting and financial management for businesses. He discusses the importance of understanding financial statements and how to use them to make informed business decisions. Spencer also talks about how he founded Shift Financial Insights, a company that provides simple accounting and financial insights for businesses on the rise. Additionally, Spencer provides advice for entrepreneurs and business owners on how to better understand their numbers and make financial management less intimidating. Overall, the episode provides valuable insights into accounting and financial management for businesses, and how to make the process simpler and more approachable. Check out one of our favorite CEO Hack's CEO Web Shop. Get your free audiobook and check out more of our favorite CEO Hacks HERE. I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today! Previous Episode: https://iamceo.co/2021/07/08/iam1060-founder-provides-simple-accounting-and-financial-insights/
Organize your family
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learn 10 high-frequency expressions, including education-related words
Contractor Success Map with Randal DeHart | Contractor Bookkeeping And Accounting Services
This Podcast Is Episode Number 525, And It's About Building A Competitive Advantage In The Construction Industry A competitive advantage is something that you offer or have that the competitor does not. There must be compelling reasons for people to do business with you rather than with other construction companies. The need to identify your point of difference is essential. The more similar your business is to many others, the greater your need to develop competitive advantages. The key to benefitting from the competition is knowing how to take on competitors so your company earns a profit effectively. Look into your industry and the successful contractors around you not to lose sight of your vision for your construction company but as an inspiration to guide your systems and processes. Identifying your advantage A competitive advantage is what you are better at doing than anyone else. The wiser you can be about developing and promoting your competitive advantage, the better placed your business will be to succeed. Think about how you can differentiate yourself: Low pricing – you're able to supply the most budget-friendly service. Specialization – you service a specific niche market better than anyone else. Differentiation – you have the same service as others, but you make it different. Specialization and differentiation are the most common small business strategies because more significant businesses can usually get bulk deals and compete on price. Being affordable is the most straightforward tactic to implement (reduce all your fees but know your worth), though this is the last thing to consider, as it is often a losing strategy. The chances that you can be the cheapest and survive are not good because you will usually compete against companies with far more financial muscle than you have. Having the most considerable margins is your ultimate goal. You can position yourself away from the cheap end of the market if you develop other competitive advantages, such as excellent, friendly service, good after-sales service, a more specialized range of products, more knowledgeable staff, and so on. Here are some ways to get ahead of your competition and grow your construction business: 1. Awesome staff Your staff will be one of your best (or worst) competitive advantages. The advantage of having friendly, knowledgeable, proactive staff must never be underestimated. The key is ensuring your staff is motivated, trained, and performing well. Do this by: Establishing clear performance standards. Starting incentive schemes. Sending them on training courses. Encouraging them to develop their product/service knowledge. Holding yearly selling courses. 2. Unique or exclusive products You have an advantage if you can source products or deliver services that the competition cannot. If you're competing against larger or similar businesses, can you establish a reputation for unique products people can't find anywhere else? 3. A great website A website that is more attractive or easier to navigate than competitors can be a distinct advantage. Can you create a better, more effortless online scheduling experience? More competitive payment options? 4. Become a star Your own image can be a competitive advantage. No one else has quite your mix of skills, and you can build a 'character owner' image by having your name on as much material as possible, including: A signed mission statement for online and in-person visitors. Signing your name at the end of all newsletters and correspondence. Offering personal guarantees. Becoming prominent in your community. Becoming an authority in your field and a spokesperson for the industry. 5. Brush up on your technical knowledge If you can't compete on price, offer superior knowledge to other businesses around you. Consequently, it would be best to ensure staff are well trained. You could ask your suppliers to provide training. 6. Get to know your suppliers Being on good terms with your suppliers and their sales representatives is an often-overlooked competitive advantage over other businesses that haven't bothered to develop this closeness. A good relationship will provide the following: Better service and support. Better supply and faster delivery. Better return policy and customer support. Early notification of specials or discounts. You might get promotional material, displays, signs, and staff training. Being linked to a large, well-known supplier is a definite competitive advantage. They might do most of the market research, develop new products, conduct customer analysis, and provide nationwide branding and advertising that enhances your credibility. An independent will find it more challenging to compete with you. 7. Display your other services To gain an advantage, offer things that the competitors don't, especially if they cost very little. Sometimes this may involve displaying what you already do for customers, but most may have been unaware of it. Don't simply expect customers to be automatically aware of your competitive advantages. You must advertise and promote them. 8. Strategic alliances and joint ventures One of the best ways to compete against larger businesses is to form alliances and joint ventures with other companies. For example, by banding together with other businesses in your industry, you can often gain better group discounts from suppliers than you would if you ordered on your own. The ability to form intelligent alliances and joint ventures is an increasingly essential and distinguishing feature in the success of many businesses. Joint venture marketing is another way of sharing advertising costs. You can brainstorm many variations on this theme with your staff. 9. Speed People want quick service, so the faster you can deliver your product or service, the better. Hold regular staff meetings on how to streamline your business processes and fulfill or exceed client requirements without sacrificing the quality of delivery. Final thoughts There's room enough in most industries for competition. While knowing who you're up against is a good idea, ultimately, your clients are your priority. Focus on providing meaningful goods and services to them, addressing their pain points, and improving their lives. Market yourself to make those aspects clear. Show them why you're the ideal company to hire for their project. Using these strategies can effectively take on the competition and help your construction business be successful. Take it one step further by hiring an expert to help you with the things you are not an expert on - for instance, hiring a Website/Social Media Manager to take care of your online presence, as this is your digital office. Of course, a financial advisor or a construction accountant who has been where you want to go and can guide you will benefit your construction business. We want to be that person for you. Optimize your time and skills by doing what you love and do best. About The Author: Sharie DeHart, QPA, co-founded Business Consulting And Accounting in Lynnwood, Washington. She is the leading expert in managing outsourced construction bookkeeping and accounting services companies and cash management accounting for small construction companies across the USA. She encourages Contractors and Construction Company Owners to stay current on their tax obligations and offers insights on managing the remaining cash flow to operate and grow their construction company sales and profits so they can put more money in the bank. Call 1-800-361-1770 or email@example.com
Our guest today is Eva Juretić. Eva is a growth marketer at Pocket Worlds, where she manages user acquisition and growth for the app Highrise. In today's episode, we talk about her experience in scaling TikTok campaigns well into 6 figures monthly. We talk about campaign structures, testing paradigms, approaches to creatives - and much much more. Check out the show notes here: https://mobileuseracquisitionshow.com/episode/scaling-tiktok-eva-juretic/KEY HIGHLIGHTS
Indy Johar at Dark Matter Labs address some of our most pressing planetary needs and we talk about their work. This is a fascinating conversation where we touch upon objects, our relationships to them and how that is important to rethink bureaucracy to and allow it to harness our increased computational capacity. We also talk about ownership and for pathways towards custodianship, how we can orient towards letting life find a way, how work could be part of liberating us in the new paradigm, why direct redistribution is most likely not the path forward and why all of this fundamentally is an invitation to rethink what it means to be human. This is a mind blowing conversation. Enjoy! Host: Amit Paul
The DotCom Magazine Entrepreneur Spotlight
About Alex Franks, George A. Deal and G&A Consulting Group LLC: Alex Franks is a passionate and determined individual that thrives on learning, collaborating, and networking. My goal is to help people reach their professional and/or personal goals and aspirations as it relates to financial and economical advancement. Alex is a certified public accountant in the state of Maryland. Originally from New Jersey, Alex made his way to Baltimore, Maryland in 2004. He attended Morgan State University where he graduated with a bachelor's degree in accounting. After undergrad, Alex began his public accounting career at CohnReznick in 2009 as a tax associate. During his time at CohnReznick, he specialized in real estate and partnership taxation. Alex decided to move his career in a different direction and he left Cohnreznick in 2018 as a senior tax manager. He joined M.L. Lichtenberg & Associates, a public accounting firm located in Towson, Maryland. At MLL, he learned to become a practical accountant. His focus is helping small businesses and high-income earning individuals with business, tax, and accounting strategy and compliance. Alex's main goal is to provide financial guidance to underserved businesses and communities. He is passionate about education and providing the knowledge necessary for businesses and individuals to reach their financial goals. George A. Deal is a highly motivated supervisor with 11 years of extensive experience in leadership, auditing, compliance, and financial management. Areas of expertise include government accounting, general accounting duties, auditing,, financial reporting, and contract administration. In addition, I have advance experience in financial research and analysis, administration, Data mining, Data analysis and supervision. Key strengths include team building, leadership, and dedication to customer satisfaction. I also pride myself on having excellent written and oral skills e.g. oral presentations, reports, memos, etc. and interpersonal communication. George is a certified public accountant in the Commonwealth of Virginia. Originally from South Carolina, George made his way to Alexandria, VA in 2009 after serving in the United States Army and attending Morgan State University in Baltimore, MD. He has over 12 years of experience in governmental auditing and providing auditing services. He started his career with the Department of Defense (DOD) where he worked on both compliance and performance audits of defense contractors. Additionally, George's motivation and development as an accountant provides him with the necessary ability to be able to service small business owners and individual clients on a personal level that is beneficial to their financial literacy in accounting functions. He works with them on their year-end and ongoing tax preparation needs. But that's just the beginning. he also delivers in his role as an advisor who helps them understand how taxes, revenues, and expenses can be managed for business success. George is also an Intuit Certified QuickBooks Pro Advisor that specializes in operating the QuickBooks Software that is predominantly use by small businesses. He received his Masters in Business Administration from Saint Leo University and Bachelor of Science in Accounting from Morgan State University. G&A's mission and vision is to foster success through our integrity, honesty, respect, and will. Our relationships, teamwork, and collaboration are what we deliver to our clients. We help businesses and individuals grow and exceed their expectations. G&A will always provide expertise, act as a resource, and will deliver on our promises. G&A's objective is to help you exceed your goals and aspirations. We want to know the issues that keep you up at night and provide effective and efficient solutions to help you and your business continue to grow.
Hello ModernJeepers welcome to Episode 219 of The ModernJeeper Show… Corey & Jessy are at the Colorado Compound for a 48 hour respite before charging over to Moab for our last ModernJeeper Adventure (don't despair, the new adventures are coming soon). We open this episode with Corey's Near Death Experience... thank you United.Then we dive into making the Bronco better (is it possible?), Jeep's Electric Society, the continued Loss of Knowledge, and the death of Off Road Journalism.And yes, we recap the awesome Florida Jeep Jam and what Corey & Jessy are on to over the next few weeks, including the Artemis Rally.To get the full experience including seeing our big smiling faces, check out the video at YouTube.com/modernjeeper (subscribe too, please).As always, we are incredibly grateful for this episode to our supporters and friends including Warn Winches, Raceline Wheels, Bestop, Nacho Lighting, Milestar Tires, Rugged Radios, Adventure Rack Systems and, of course, MetalCloak.And friends, if you like this episode, we would be so grateful if you subscribed to the pod, told your friends about it and gave us a nice review on Spotify or Apple Podcast.Now, sit back, relax with a cold one, and enjoy Episode 219 of The ModernJeeper Show.Helpful Links... Florida Jeep JamJeep BeachBronco UnderCloakBronco Rear Control ArmsGold Country BroncoWild Horses 4x4SincitybroncosJeepers JamboreeJeep Jamboree USAOn The TrailArtemis RallySunflower Trail Ride#### This episode would not be possible without the incredible team at Metalcloak. From Engineers to Production, Marketing to Sales, Accounting to HR... everyone at Metalcloak works diligently to ensure they make the very best products for your Jeep, Bronco, Ram and Toyota.Please visit Metalcloak.com and support our sponsor today.####Liked the episode? There's more...Join us at ModernJeeper.com for the latest Jeep and off road news.Join us at ModernJeeperAdventures.com for incredibleJeeping Adventures.Join us at ModernJeeperForum.com and join an incredible group of ModernJeepers.Visit our Sponsors including Metalcloak.com and check out their full line of Jeep, Ram & Bronco Suspension Systems, Fenders & Bumpers
Episode Summary The tax filing deadline is behind us so time to sit back and relax, right?! As YFP Director of Tax, Sean Richards, CPA, EA, tells us today, it's important we are keeping tax front of mind year-round to avoid common blunders that show up during tax filing season. During this episode, Sean outlines ten of the most common mistakes he saw pharmacists make throughout the tax season including his thoughts on how year-round planning can help mitigate these mistakes. About Today's Guest Sean Richards, CPA, EA, received his undergraduate degree in Corporate Finance and Accounting, as well as his Master of Accountancy, from Bentley University in Waltham, MA. Sean has been a Certified Public Accountant (CPA) since 2015 and received his Enrolled Agent certification earlier this year. Prior to joining the YFP team, Sean was the Senior Treasury Manager at PRA Group, a global debt buyer based in Norfolk, VA. He began his career at American Tower Corporation where, over 10 years, he held several positions in audit, treasury, and accounting. As the Director of YFP Tax, Sean focuses on broadening the company's existing tax planning and preparation operations, as well as developing and launching new accounting offerings, including bookkeeping, payroll, and fractional CFO services. Links Mentioned in Today's Episode Subscribe to the YFP Newsletter YFP Comprehensive Tax Planning Service Sean Richards on LinkedIn RITA Inflation Reduction Act (IRS) Most Common Tax Mistakes (Made by Pharmacists) Download First Horizon Pharmacist Home Loan Requirements YFP Disclaimer
On today's episode of Ritter On Real Estate, we chat with Chance Finucane CFA/Chief Investment Officer at Oxbow Advisors. Chance joined Oxbow in 2017 after spending six years on the investment team at Institutional Capital (ICAP), a global value investment firm based in Chicago. He is a graduate of Indiana University with a B.S. in Accounting and Finance and an M.B.A. in Accounting. Chance is a member of the firm's investment committee. Welcome, Chance! Key Points From The Episode: -Chance's background, graduating from IU & working In Finance. -The current state of the economy, how the pandemic impacted markets and investments. -How to analyze markets as a public investor.-Artificial Intelligence & Chat GPT, what are the investment opportunities?-How investors should deal with "FOMO".-The future of Inflation. Where Chance sees the fed heading next. -Where Oxbow Advisors guides investors to invest. Books Mentioned: -The Obstacle Is The Way By Ryan Holliday- The Most Important Thing By Howard Marx
Passive Income Brothers Podcast
Gain invaluable tips from Bikran Sandhu on navigating current market trends and the commercial real estate field. Discover how to strategically add value to properties with an efficient business plan and a compelling investment team. Join us today and make progress in your real estate journey!WHAT TO LISTEN FORWays to kick off your real estate investing journeyKey metrics to determine your property investment team's competitive edge3-step blueprint for ensuring seamless real estate transactionsEfficient strategies to maximize your property management Precautions to take before making any real estate investmentRESOURCES/LINKS MENTIONEDPwC: https://www.pwc.com/ CNM LLP: https://cnmllp.com/ ZH Multifamily: https://www.zhmultifamily.com/ Rich Dad Poor Dad by Robert T. Kiyosaki: https://amzn.to/3WgHKnP Cashflow Quadrant by Robert T. Kiyosaki:https://amzn.to/42SMsum 12. Why Get Into Phoenix Multifamily Investing with Zach Haptonstall: https://bit.ly/3WiXN4p ABOUT BIKRAN SANDHUBikran Sandhu is the COO, CFO, and Co-Founder of Rise48 Equity and Rise48 Communities. He oversees underwriting, asset management, and investor relations as COO and handles accounting, finance, and treasury as CFO. He lives in Scottsdale, Arizona, with his wife, Alice Pan. Bikran has experience in audit and assurance services at PwC LLP, working with Fortune 100 and pre-IPO companies. He also has a background in management consulting services, including SOX compliance, risk advisory, and transactional accounting advisory for Fortune 500 companies. Bikran graduated Cum Laude from the University of California, Irvine, with a Bachelor of Science in Economics, majoring in Accounting.CONNECT WITH BIKRANWebsite: Rise 48 Equity: https://rise48equity.com/ CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Follow us on Facebook: Cityside CapitalFollow us on Instagram: @citysidecapital_tim_lyonsConnect with us on LinkedIn: Tim LyonsConnect with us via Email: firstname.lastname@example.org | email@example.com