Podcasts about Accounting

How Outsourced Accounting Empowers SMBs: Insights from Rhett Molitor, CEO of Basis 365 AccountingIn this episode, host Josh Elledge interviews Rhett Molitor, CEO and co-founder of Basis 365 Accounting, to explore how outsourced accounting is transforming small and mid-sized businesses. Rhett shares how fractional accounting services help companies move beyond simple bookkeeping to strategic financial management. He also discusses how AI and automation are reshaping the accounting landscape and why proactive financial oversight is the key to scaling with confidence.The Shift to Strategic, Outsourced AccountingRhett Molitor founded Basis 365 Accounting in 2012 to fill a crucial gap for businesses earning between $1M–$20M in revenue—companies that have outgrown basic bookkeeping but don't yet need a full-time accounting team. Instead of focusing on compliance alone, Basis 365 partners with CEOs to turn accounting into a growth lever.Molitor breaks accounting into four key levels: bookkeeper, accountant, controller, and CFO—each representing a stage of financial maturity. A proactive approach means using data for decision-making, forecasting cash flow, and improving profitability over time. He also cautions that while AI and automation have made accounting faster, expert human oversight remains essential for accuracy and strategy.For SMB leaders, Rhett's message is clear: don't treat accounting as an afterthought. It's not just about managing expenses—it's about creating visibility, confidence, and insight to drive growth. Partnering with the right fractional accounting team gives businesses access to senior-level expertise without the overhead of full-time hires.About the Rhett MolitorRhett Molitor is the co-founder and CEO of Basis 365 Accounting, a U.S.-based outsourced accounting firm specializing in digital agencies, SaaS companies, and consultancies. With over a decade of experience helping SMBs scale efficiently, Rhett champions proactive, transparent financial management supported by technology and expert insight.About the Basis 365 AccountingBasis 365 Accounting provides outsourced bookkeeping, accounting, and fractional CFO services designed for growth-focused businesses. By combining automation tools with expert financial guidance, Basis 365 helps companies gain clarity, reduce risk, and improve profitability. Learn more at basis365.com.Links Mentioned in This EpisodeBasic 365 Accounting WebRhett Molitor LinkedIn ProfileKey Episode HighlightsThe 4 levels of accounting: bookkeeper, accountant, controller, CFOWhy proactive financial management drives scalabilityHow AI and automation are reshaping accounting workflowsCommon pitfalls SMBs face when they “outgrow” basic bookkeepingActionable steps to make accounting a strategic business advantageConclusionOutsourced accounting isn't just about saving money—it's about gaining visibility, expertise, and strategic advantage. Rhett Molitor's approach at Basis 365 Accounting shows that when SMBs invest in proactive financial systems and fractional expertise, they set the stage for smarter growth and long-term stability.

Alicia is joined by Blake Oliver and David Leary from The Accounting Podcast, fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Guest Welcome (04:15) - The New Customer Hub and MailChimp Integration (05:43) - Concerns About AI and QuickBooks Ecosystem (10:59) - ProAdvisors' Role in the AI Era (19:01) - Addressing Reporting and Automation Issues (26:57) - The Future of QuickBooks Online Accountant (27:11) - Introduction to QBO A Refresh (27:35) - New Features and Paid Tiers (28:38) - Intuit Accountant Suite Overview (29:54) - Core and Accelerate Versions (30:08) - Client Management and Dashboards (32:36) - Practice Management Tools (33:15) - Intuit's Market Strategy (37:18) - ProAdvisor and QuickBooks Live (38:21) - Quicken's Comeback (41:25) - AI and Automation in Accounting (51:43) - Intuit's Future Plans and Innovations (54:35) - Conclusion and CPE Information LINKSProducts, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907BUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampWe 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 

Dumbline is heading back to a time when confidence could open doors, wallets, and opportunities that maybe shouldn't have been opened. Someone out there was making the most of that idea until a resourceful detective began connecting the dots. What started as a small, clever workaround stretched across towns and borders and, as always, the dumbness finally brought it all crashing down. Be sure to listen to the end of the episode for everyone's favorite segment, Get to Know Maria! Catch new episodes bi-weekly on Wednesdays. Don't forget to rate, review, and subscribe wherever you get your podcasts. Follow @DumblinePodcast on TikTok, Instagram, and Facebook for additional content! Be sure to listen to the end of the episode for everyone's favorite segment, Get to Know Maria! Catch new episodes bi-weekly on Wednesdays. Don't forget to rate, review, and subscribe wherever you get your podcasts. Follow @DumblinePodcast on TikTok, Instagram, and Facebook for additional content! Be sure to listen to the end of the episode for everyone's favorite segment, Get to Know Maria! Catch new episodes bi-weekly on Wednesdays. Don't forget to rate, review, and subscribe wherever you get your podcasts. Follow @DumblinePodcast on TikTok, Instagram, and Facebook for additional content!  

In this episode of FP&A Unlocked, Paul is joined by strategic advisor and podcast host Moataz Mukhaimer to explore the intersection of finance and strategy, where true business impact is made. With over 20 years of experience guiding SMEs, family-owned businesses, and startups across the Middle East, Moataz explains why finance professionals must step beyond Excel and deeply understand the business to add real value. From diagnosing problems through numbers to designing KPIs that reflect a company's vision, this episode is a masterclass in how FP&A can lead, not just support.Moataz Mukhaimer is a strategic and financial advisor with over 20 years of experience supporting SMEs across the MENA region. A graduate of McGill University (MBA) and Boston University (BA in Accounting & Finance), he specializes in helping businesses identify challenges and align strategy with execution. His client portfolio spans sectors including retail, med-tech, e-commerce, ed-tech, manufacturing, and software.Expect to Learn:Why cash from operations is the true measure of business valueHow to design KPIs that align with both strategy and financial outcomesWhy most pricing problems are rooted in poor positioning, not high costsHow to diagnose problems through both numbers and conversationsThe two most important habits for connecting finance with strategyHere are a few quotes from the episode:“Most companies aren't overpricing, they're underpricing and positioning poorly.” - Moataz Mukhaimer“Cash from operations is the truest form of value creation.” - Moataz MukhaimerMoataz Mukhaimer reminds us that the power of FP&A lies in understanding the whole business, not just the numbers. By aligning strategy with financial planning, simplifying KPIs, and focusing on communication, finance professionals can become essential partners in growth. If you're ready to elevate your impact, this episode is for you.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Moataz:LinkedIn - https://www.linkedin.com/in/moataz-mukhaimer/Website - https://moatazmukhaimeradvisory.com/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode[04:05] - What Defines Great FP&A?[05:56] - Great Planning in Action[08:40] - Cash Flow is Queen[14:15] - Why Budgeting Often Fails[26:45] - Pricing: The Hidden Problem[30:04] - Moataz's Four-Part Strategy Framework[33:07] - Diagnosing Problems Through People and Numbers[36:27] - Advice for Connecting Finance to Strategy[40:09] - Hosting Business Talk and Giving Back[43:36] - FP&A Fast Five[48:31] - Final Advice:...

A financial expert reveals the essential rules of thumb for retirement savings, from the 25x rule to tax diversification strategies, plus why personalized professional guidance trumps generic advice for your unique retirement goals.Learn more at https://associatesinaccountingcpa.com/ Associates in Accounting, CPA City: Louisville Address: 9405 Mill Brook Road Website: https://www.associatesinaccountingcpa.com

Im internationalen Baker Tilly Netzwerk gewinnt das Outsourcing von Accounting und Payroll immer mehr an Bedeutung – für KMU wie auch für Grossunternehmen. In dieser Folge spricht Muriel mit Andreas Schmidlin darüber, wie Unternehmen von globalem Know-how, Stellvertretungslösungen und Full-Outsourcing profitieren und welche Rolle OBT dabei im Netzwerk übernimmt.

Private credit is one of the fastest-growing areas in alternative investments, driven by tighter traditional lending and demand for higher yields. But its rise brings valuation challenges—limited transparency, non-standard pricing, and infrequent market activity. How can these assets be accurately valued? What risks might be overlooked? And how should investors assess performance and liquidity? Hear from a specialist tackling these questions, and explore AICPA resources to enhance your valuation analysis. Key takeaways  •    Industry economics and motivations of stakeholders and constituents •    Applications and limitations of formal valuation and accounting guidance •    Characteristics and valuation implications of payment-in-kind (PIK) features •    Looking beyond carrying values to assess debt instruments Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Susan DuRoss, Managing Director, Global Head of Valuation, Harvest Investments Host:  Howard Mah-Lee, CFA, CAIA, ABV, Senior Manager, AICPA Valuation Services Please share your thoughts about the episode -  click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. UPCOMING:  Business Valuation School - Dec 1-5, Live online JUST MISSED:  AICPA FVS Conference, Oct 27-29, 2025  - you can purchase sessions and the handouts.  Please see here Accounting and Valuation guides from AICPA  If you are an AICPA-FVS Section member see below for free access to these guides •    Valuation of Privately Held Companies Equity Securities Issued as Compensation •    Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Private credit valuation in alternative investments | FVS webcast archive Valuation of Privately Held Companies Equity Securities Issued as Compensation Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies The FVS Valuation Podcast archives •    409A Valuations – What you Need to Know •    SAFEs, Convertible Notes, and Embedded Derivatives LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Accounting firm founders Emily Vass of Nourished and Dean Shepherd of Eat, Sleep, Excel, Repeat join AccountingWEB technology editor Tom Herbert to discuss their practice tech setups, the tools that have saved them time, and the false starts along the way. For full show notes, visit: https://www.accountingweb.co.uk/tech/accounting-software/new-firms-lean-stacks-how-startup-practices-can-dodge-accounting-techs

Since Democrats decided to shut down the government over Affordable Care Act subsidies, now's a good time for a deep dive into what they're even talking about. John Hopkins professor Dr. Ge Bai walks us through the ACA subsidies, the hidden mechanics behind the Affordable Care Act, and its illusion of "affordability." Dr. Bai shows us how regulations and subsidies have quietly reshaped the healthcare market - and how the free market can make it work for patients again. Ge Bai, PhD, CPA is a Professor of Accounting at Johns Hopkins Carey Business School and Professor of Health Policy & Management (joint) at Johns Hopkins Bloomberg School of Public Health. An expert on health care accounting, finance, and policy, Dr. Bai has testified before the House Ways and Means Committee and the Senate HELP Committee, written for the Wall Street Journal and the Washington Post, and published her studies in leading academic journals such as the New England Journal of Medicine, JAMA, and Health Affairs. Find her on X at @GeBaiDC and read her recent WSJ oped here: https://www.wsj.com/opinion/let-the-obamacare-enhanced-premium-subsidies-expire-16ef7e1b

Alicia Katz Pollock joins the show fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingBILL - http://accountingpodcast.promo/billChapters(00:00) - Introduction and Guest Welcome (00:56) - Intuit Connect Conference Overview (01:32) - Changes in QuickBooks and Intuit's Strategy (02:03) - AI Integration in QuickBooks (05:26) - The New Customer Hub and MailChimp Integration (06:54) - Concerns About AI and QuickBooks Ecosystem (12:10) - ProAdvisors' Role in the AI Era (19:44) - Addressing Reporting and Automation Issues (27:43) - The Future of QuickBooks Online Accountant (28:21) - New Features and Paid Tiers (29:24) - Intuit Accountant Suite Overview (30:40) - Core and Accelerate Versions (30:54) - Client Management and Dashboards (33:22) - Practice Management Tools (34:01) - Intuit's Market Strategy (38:04) - ProAdvisor and QuickBooks Live (40:31) - Quicken's Comeback (43:34) - AI and Automation in Accounting (53:52) - Intuit's Future Plans and Innovations (56:44) - Conclusion and CPE Information  Show NotesComing soon!Listen and Subscirbe to The Unofficial QuickBooks Accountants Podcast!https://uqb.show/subscribeConnect with Alicia Katz Pollock!https://www.linkedin.com/in/aliciakatzpollock/https://royalwise.com/ Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Ever get a referral email from a great client and think, “Ugh… now what?” You want to honor the relationship, but you're dreading another 45-minute discovery call that goes nowhere. In this episode, I share a simple, transparent system that saves everyone's time — yours, your client's, and the prospect's. You'll learn how to filter early, protect every relationship in the chain, and stay in control of your calendar without burning your energy or goodwill.…Link to full shownotes: https://www.businessstrategyforcpas.com/371…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. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

Two stories of people attempting to swindle Big Tech. SponsorsRoutable - http://ohmyfraud.promo/routableAssembly - http://ohmyfraud.promo/assembly Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CEDownload the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.CONNECT WITH CALEBTwitter: https://twitter.com/cnewquistLinkedIn: https://www.linkedin.com/in/calebnewquist/Sources:Verified pro-Nazi X accounts flourish under Elon Musk [NBC]U.S. v. Evaldas Rimasauskas [SDNY]Lithuanian Man Extradited For Theft Of Over $100 Million In Fraudulent Business Email Compromise Scheme Against Multinational Internet Companies [DOJ]Man Pleads Guilty To Phishing Scheme That Fleeced Facebook, Google Of $100 Million [NPR]Lithuanian Man Pleads Guilty To Wire Fraud For Theft Of Over $100 Million In Fraudulent Business Email Compromise Scheme [DOJ]Leader of Fraud Ring Sentenced [FBI]North Carolina Musician Charged With Music Streaming Fraud Aided By Artificial Intelligence [DOJ]US v. Michael Smith [SDNY]Spotify Paid Over $4.5 Billion to Music Publishers Over the Last Two Years, So Why Are Songwriters Struggling? [Variety]A Billion Streams and No Fans [Wired]Owner And Two Managers Of Health Care Practice Agree To Pay $900,000 To Resolve Allegations Of Medically Unnecessary Testing [DOJ]

In this episode, Ashley Kehr shares her journey from being an accountant to a successful real estate investor. She discusses her first property experience, the importance of partnerships, and creative financing strategies. Ashley emphasizes the significance of documenting everything in property management and shares insights on investing in different markets, particularly the Midwest. She also explores the joy of both short-term rentals and long-term investments, providing valuable advice for aspiring investors, especially women in the real estate space.Chapters00:00 Introduction to Real Estate Investing Journey02:02 Starting with the First Rental Property05:02 Transitioning from Accounting to Full-Time Investing08:02 Overcoming Challenges in Real Estate12:01 Creative Financing Strategies19:11 Navigating Risks in Real Estate Investments24:06 Evaluating Property Investments for Long-Term Gains28:34 Investing with Intention: The Condo Dilemma30:12 Exploring Out-of-State Investments32:55 The Art of Rehabbing Properties37:40 Balancing Short-Term and Long-Term Rentals39:30 Navigating HOAs and Property Management42:28 Documenting Everything: A Key to Success46:51 Future Goals: Live-In Flips and Portfolio Growth50:11 Final Reflections: Work Hard, Enjoy LifeConnect with Ashley:Website: https://www.ashleykehr.com/Podcast: https://podcasts.apple.com/us/podcast/real-estate-rookie/id1499646507Instagram: https://www.instagram.com/wealthfromrentalsBook: https://www.amazon.com/Real-Estate-Rookie-First-Investment/dp/1947200844Youtube: https://www.youtube.com/c/RealEstateRookieConnect with The Women On Top: Follow The Women On Top Podcast on Apple, Spotify, or anywhere you get your podcasts. Subscribe for more empowering conversations and stories! Website: https://thewomenontop.com/YouTube: https://www.youtube.com/ ⁨@thewomenontop⁩ Instagram: https://www.instagram.com/thewomenontoppodcast/LinkedIn: https://www.linkedin.com/in/valerie-lynn/

September 18, 2025 - This episode of Everything Co-op continues our tribute to the 2025 Cooperative Hall of Fame Inductees with a special conversation featuring Tom Webb. Tom shares insights from his lifelong work advancing cooperative education and global leadership and explores the enduring value and unique advantages of the cooperative business model. Tom Webb's career spans cooperative sectors in Canada and the United States, from grocery to IT, multistakeholder co-ops to credit unions. His most enduring legacy lies in education, a cornerstone of the Co-operative Identity. As Director of the Extension Department at St. Francis Xavier University in Nova Scotia, Webb recognized the need for a graduate program focused on cooperative management. After years of persistence and collaboration, he established the Master of Management: Co-operatives and Credit Unions (MMCCU) at Saint Mary's University, now the world's leading English-language graduate program in cooperative business, offered fully online. The program's success, built on Webb's networking and support from co-op leaders in Canada, the U.S., and the UK, laid the foundation for the International Centre for Co-operative Management (ICCM). Today, ICCM offers degrees, certificates, executive training, study tours, and applied research, and is governed by the Co-operative Management Education Co-operative (CMEC), an international multistakeholder co-op with 80 members in 10 countries. Webb also founded the Centre of Excellence in Accounting and Reporting for Co-operatives (CEARC), advancing co-op specific financial and sustainability reporting. Though officially retired, Webb continues teaching, consulting, and writing. His book, From Corporate Globalization to Global Cooperation, captures a lifetime devoted to advancing cooperation. For his lifelong dedication and personification of cooperative values, Tom Webb will be inducted into the Cooperative Hall of Fame on October 9 in Washington, DC. For tickets visit Heroes.coop website.

On this episode of the Woodard Report podcast, Joe and Heather talk about the evolving accounting landscape including Anderson Group's bold IPO and Carbon's acquisition of AIDER AI. What do these moves signal about automation, workflow convergence, and private equity's growing influence?  Current events — Tax firm Andersen to file publicly for IPO as soon as this week Karbon acquires Aider to deliver the future of AI-powered accounting and bookkeeping TV/Movie quote of the week — Heather mentioned the movie "The Greatest Showman" Joe mentioned both "Dune Prophecy" and "Lost in Space" Excellent things we learned — Magical AI: the text expander Member spotlight — Beth Whitworth presented by Kim Petro, Practice Advancement Coach at Woodard The Woodard Report article of the week — Confronting Self-Doubt: Accountants' Edge in an AI World Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work, designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast

The SEC is revisiting how often public companies report, weighing a shift from required quarterly Form 10‑Qs to a semiannual cadence. We explore what's driving the debate and the implications for companies, investors, and markets.In this episode, we discuss:1:55 – Why the SEC is revisiting quarterly reporting now and how we got here12:13 – Pros and cons of moving to semiannual reporting19:32 – Global and industry-specific trends in interim reporting22:44 – Practical and operational implications of shifting to semiannual reporting29:10 – SEC rulemaking process and potential next steps31:57 – FASB's role in interim disclosure standard settingFor more on current interim reporting requirements, see chapter 29 of our Financial statement presentation guide. Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop. About our guestsTom Barbieri is PwC's US Chief Accountant. He has over 30 years of experience advising large financial services and multinational corporations on complex accounting issues. Tom leads the Accounting & SEC Services Group within the National Office, which is focused on supporting our clients and engagement teams in navigating complex technical accounting and financial reporting matters. He is also a member of the Financial Accounting Standards Advisory Council.John Vanosdall is a partner in PwC's National Office focused on digital assets, revenue, and compensation arrangements. John previously served as both a Deputy Chief Accountant and Professional Accounting Fellow in the Office of the Chief Accountant at the SEC. Prior to re-joining the National Office, he served as the firm's Accounting Advisory Leader. John has over 20 years of experience and has served some of the firm's largest clients as a client service partner.About our guest hostKyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.

Am I in love with a woman or am I a woman who's in love with women?Today we meet Lauren Sanders and we're talking about the queer book that saved her life: Nightwood by Djuna Barnes.Lauren Sanders (she/they) is the author of the novel Kamikaze Lust, which won a 2000 Lambda Literary Award and was reissued this fall in a 25th anniversary edition. Her other novels include With or Without You (a finalist for the Lambda Literary Award) and The Book of Love and Hate. Short fiction, reviews, rants, etc. have appeared in various publications. By day they run editorial and digital strategy for a national foundation working in education and the arts. Lauren lives in the nation of Brooklyn with her partner and staffie mix, Maverick.Djuna Barnes (1892-1982) was born in Cornwall-on-Hudson, NY, and worked as a journalist in New York before leaving the country to spend many years in Paris and London. She returned to New York in 1941, and lived in Greenwich Village until her death.Connect with Laurenwebsite: laurenisanders.cominstagram: @lisanders99facebook: facebook.com/lauren.i.sanderslinkedin: linkedin.com/in/lauren-sanders-5345b67Our 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 Nightwood: https://bookshop.org/a/82376/9780811216715Buy Kamikaze Lust: https://bookshop.org/a/82376/9781888451085Become 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, Paul Kaefer, Joe Perazzo, Bill Shay, and Sean SmithPatreon Subscribers: Stephen D., Terry D., Stephen Flamm, Ida Göteburg, Thomas Michna, Sofia Nerman, and Gary Nygaard.Creative and Accounting support provided by: Gordy EricksonQuatrefoil LibraryQuatrefoil has created a curated lending library made up of the books featured on our podcast! If you can't buy these books, then borrow them! Link: https://libbyapp.com/library/quatrefoil/curated-1404336/page-1Support the show

The Information's E-comm Reporter Ann Gehan talks with TITV Host Akash Pasricha about Shopify's Q3 earnings and their AI strategy. We also talk with Financial Analysis Columnist Anita Ramaswamy about Uber's growth and Palantir's accelerating US commercial business. OpenAI & Anthropic Reporter Sri Muppidi details Anthropic's new $70B revenue projection and its race to profitability against OpenAI. The Information's CEO Jessica Lessin speaks with BlackRock's Tony Kim about the OpenAI-AWS deal, shifting alliances in AI, and the CapEx boom's effect on big tech valuations. Lastly, we get into how corporations are using AI and its effect on the labor market with Goldman Sachs Senior Global Economist Joseph Briggs.Articles discussed on this episode:https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025https://www.theinformation.com/articles/information-50s-top-performers-2024https://www.theinformation.com/briefings/shopify-continues-boost-revenue-shares-fall-increased-costshttps://www.theinformation.com/articles/anthropic-projects-70-billion-revenue-17-billion-cash-flow-2028TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

As finance teams face mounting pressures, from talent shortages to increasing reporting demands, many are turning to outsourcing as a strategic solution. At the same time, artificial intelligence is reshaping how financial information is processed, analyzed and reported. Hear about a new report from the Financial Executives International and CohnReznick about how outsourcing in finance and accounting is evolving in the age of AI. Topics discussed:Overview of survey findingsThe most pressing issue for finance leaders right nowUncertainty about the role of AIHow finance leaders should approach AI when making outsourcing decisionsOpportunities and challenges with outsourcingAdvice for finance leaders considering outsourcingResources:Full report: Financial and Accounting Outsourcing in the Age of AIHighlights of report

On this episode of CFI Member Spotlight on FinPod, we are thrilled to host Alexandra McLaren, a Manager at EY Parthenon specializing in M&A transaction diligence and business valuations. Alex's background is truly unique, combining a rare dual qualification as a Chartered Accountant (CA) and a Bachelor of Laws (LLB) from the University of Stellenbosch, alongside her CFI FMVA® and FPWM™ certifications.Alex shares her journey from academic trainee and outsourced CFO to advising on complex transactions at a top global firm.This episode covers:The Dual Degree Advantage: Alex explains why combining Accounting and Law (LLB) gives her a unique perspective on finance, training her to question assumptions and build sound arguments—skills vital for due diligence.Life as an Outsourced CFO: Insights into the rewards and challenges of working with early-stage startups, helping entrepreneurs build financial rigor and accounting processes from the ground up.From Startup to Strategy: How her hands-on experience with fast-moving small clients prepared her for the high-stakes, highly structured world of EY Parthenon and made her comfortable joining client meetings with high-level executives.The Dream Job: Alex details her unexpected move into Transaction Diligence and Valuation, describing the day-to-day life of analyzing income statements, balance sheets, and building the assumptions that inform final valuations.The Value of Continuous Learning: Why Alex pursues additional education like the FMVA® and FPWM™, finding they are essential not just for technical knowledge, but for presenting analysis in a clear, understandable, and efficient way (Excel shortcuts included!).Alex's story is a compelling example of how a varied educational background and a commitment to professional development can pave the way to a dream career in high finance.

Join Rebecca Eaddy (Office Administrator) and Dawn Walker (Director of Accounting) as they sit down with Cheryl P. Johnson (CEO) to reflect on her remarkable 35-year journey at COTS. Cheryl shares insights on leadership, the art of kindness, and the transformative power of purpose. Discover how intentionality, vision, and community impact have shaped her work and continue to guide her vision for the future.

In this last episode of our conversation with Nevine White, she discusses her journey in transforming traditional yearly budgeting to adaptive agile financial planning frameworks in major telecom firms. Nevine shares insights into overcoming leadership resistance, empowering teams to challenge the status quo, and the importance of continuous planning and operational agility. She explains how these changes fostered organizational nimbleness, better decision-making, and a culture of innovation. The conversation explores the role of finance in driving change, overcoming bureaucracy, and enhancing organizational agility, offering practical advice on managing fear, facilitating change, and improving communication and engagement within teams.00:00 Introduction to Agile Tales00:44 Transforming Financial Planning02:12 Challenges of Leadership Changes02:50 Empowering Organizational Change05:18 Finance Team's Reaction to Change08:28 Improving Communication and Processes10:04 Addressing Risk and Fear in Finance12:06 Overcoming Traditional Finance Barriers16:15 Leading Change from Within20:08 Advice for Finance and Non-Finance Teams26:09 Conclusion and Upcoming Episode TeaserNevine's insights highlight that there's no one-size-fits-all playbook for financial agility. Instead, transformation requires experimentation, iteration, and courage to question the sacred cows of yearly budgets. Her experiences demonstrate how finance—often seen as the last function to change—can become a catalyst for business agility, resilience, and innovation. She is a Senior VP of Finance at Greater Technology Together and a member of the Beyond Budgeting Round Table. Nevine has spent nearly two decades guiding organizations through the shift from rigid annual budgets to adaptive, rolling financial frameworks that enable true business agility.About Nevine White:Beginning her 35-year career in telecom engineering, Nevine went on to lead the FP&A function at TW Telecom for 2 decades. There, she championed powerful changes in financial planning that enabled an agile and effective management structure by eliminating traditional budgets. After the company's sale, Nevine continued this work with Live Future Ready, leveraging her experience to support organizations in their financial transformation efforts across various industries. In 2019, Nevine joined Hargray Communications Group as the VP of Accounting, before taking on building the Finance and Administrative functions for a broadband start-up. She is currently the Senior Vice President of Finance at Greater Technology Together, a leading network and security-as-a-service firm. Recognized for her experience in finance, agility, and team building, she has been featured at conferences and on podcasts. She enjoys sharing her learnings and experiences with anyone seeking to change and enable their teams meaningfully. You can follow Nevine on LinkedIn at https://www.linkedin.com/in/nevinewhite/Podcast music courtesy of www.purple-planet.comVisit us at https://www.ouragiletales.com/about

Dennis Kozak is the CEO of Ivanti, a leading enterprise IT and security company generating over $1 billion in annual revenue and serving more than 40,000 customers. He previously served as Ivanti's COO after holding senior leadership roles at Avaya. Earlier in his career, Dennis spent nearly 23 years at CA Software (now Broadcom), where he led global partnership sales and services teams. He holds a BS in Accounting from St. Joseph's University in Long Island.In this conversation, we discuss:Dennis's leadership journey from CA Technologies and Avaya to becoming CEO of Ivanti, and what prepared him to lead a billion-dollar IT security companyWhy convergence between cybersecurity and IT operations is accelerating, and how Ivanti is positioning itself at the center of that shiftThe impact of generative AI on IT support, including how Ivanti is building AI agents to handle routine tickets and empower human techniciansHow organizations can reduce cyber risk by closing visibility gaps and simplifying their tech stackThe challenges of securing distributed workforces in a hybrid world, and why automation is critical to stay ahead of threatsWhy Dennis believes the future of enterprise IT is about blending user experience with security, not choosing between themResources:Subscribe to the AI & The Future of Work NewsletterConnect with Dennis on LinkedInAI fun fact articleOn How to Reimagine Fan Experiences and Digital Transformation.

Can automation, such as machine learning & AI, make financial reporting better?The Broad Matters podcast invites Musaib Ashraf to discuss his recent article investigating how public companies are weaving AI into their accounting systems. Along the way, he offers practical guidance for C-suite leaders eager to strengthen their own systems and stay ahead of the curve. Follow Musaib and his research on LinkedIn and Google Scholar. Download the "AI Automation in Accounting" Episode Transcript For more episodes of Broad Matters, subscribe to our podcast on Apple Podcasts and Spotify.

Accounting may not be every farmer's favourite topic, but it is one of the most powerful tools on the farm. This week's Head Shepherd guest, David Egerton-Warburton, explains why.Raised on a sixth-generation farm in Kojonup, Western Australia, David learned early that every on-farm decision ties back to sound business practice. His father, Kent, founded Agrimaster in 1981, bringing farm records into the computer age long before most households had a computer, and David and his wife have been joint CEOs since 2001.David and Mark Ferguson discuss budgeting, risk control and decision making, and why financial literacy separates good farmers from great farming businesses. As David says, “The most successful growers aren't that much better from a production point of view… what we really see is the difference in the ability to take risks because they can control them.” Listen to the episode to learn how to turn your farm numbers into a roadmap for success and take control of the risks that matter.https://www.agrimaster.com.au/Head Shepherd is brought to you by neXtgen Agri International Limited. We help livestock farmers get the most out of the genetics they farm with. Get in touch with us if you would like to hear more about how we can help you do what you do best: info@nextgenagri.com.Thanks to our sponsors at MSD Animal Health and Allflex, and Heiniger Australia and New Zealand. Please consider them when making product choices, as they are instrumental in enabling us to bring you this podcast each week.Check out Heiniger's product range HERECheck out the MSD range HERECheck out Allflex products HERE

Blake and David cover BDO's legal threat against Going Concern over independence questions, Crowe hiring an investment bank to explore private equity options, and Trump pardoning Binance founder after the crypto venture made his family richer than their entire property portfolio. Plus, tariffs create a paperwork nightmare for small businesses, accounting ranked 90th out of 100 best jobs, a film production accountant who embezzled $2 million for Vegas stays and sugar daddy payments, and the Supreme Court hearing arguments on whether Trump's tariffs amount to an illegal $3 trillion tax.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingChapters(00:00) - Welcome to the Accounting Podcast Live from Intuit Connect (01:16) - Top Story: BDO vs. Going Concern (05:02) - The Fraud Triangle and Independence in Accounting (08:21) - BDO's Response to Allegations (18:02) - Accountants Rank 90th Best Job in the US (19:38) - Stablecoins and Treasury Management (20:28) - Trump Pardons Binance Founder (24:29) - Positive Hiring Outlook in Accounting (25:41) - Impact of Trump's Tariffs (28:44) - Challenges for Small Businesses Due to Tariffs (32:46) - Workplace Friendships and Pay Cuts (34:35) - App News: Keeper Rebrands to Double (37:53) - AI Adoption in Accounting (45:25) - Fraud in Film Production Accounting (48:15) - Private Equity in Accounting Firms (50:49) - Conclusion and Upcoming Events  Show NotesA Message from CEO Wayne Berson to BDO USA Professionals https://www.bdo.com/insights/press-releases/a-message-from-ceo-wayne-berson-to-bdo-usa-professionalsAuditor BDO Cuts Jobs With Focus on Managing Apollo Debt https://www.bloomberg.com/news/articles/2025-10-11/auditor-bdo-cuts-jobs-with-focus-on-managing-apollo-debtAccountants Hold the 90th Best Job in U.S. News & World Report's 2025 Rankinghttps://www.cpapracticeadvisor.com/2025/10/27/accountants-hold-the-90th-best-job-in-u-s-news-world-reports-2025-ranking/171733/Accountant - Career Rankings, Salary, Reviews and Advice https://money.usnews.com/careers/best-jobs/accountantTrump pardons Binance founder Changpeng Zhao, aka "CZ" https://www.cnbc.com/2025/10/23/trump-pardons-binance-founder-cz-zhao.htmlThe Accounting Firm Weighing Private-Equity Ownership After Years of Ignoring Calls https://www.wsj.com/articles/the-accounting-firm-weighing-private-equity-ownership-after-years-of-ignoring-calls-8b7377fcCrowe Ponders PE Investment Amid Middle Market Firm Shake-Up https://news.bloombergtax.com/financial-accounting/crowe-ponders-pe-investment-amid-middle-market-firm-shake-upThe Disproportionate Effects of Declining Interest Within Different Accounting Fields: An Uneven Pipeline (CPA Journal)https://www.cpajournal.com/2025/10/22/the-disproportionate-effects-of-declining-interest-within-different-accounting-fieldsMovie Accountant Charged with Embezzling Nearly $2M From Indie Films https://www.cpapracticeadvisor.com/2025/08/12/movie-accountant-charged-with-embezzling-nearly-2m-from-indie-films/167240/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

The accounting for community development financial institutions.

Alicia and Dan examine all seven AI agents now appearing throughout QuickBooks Online, from the accounting agent that's transforming bank feeds and reconciliation to the customer hub that's building out CRM functionality. They test which features deliver genuine improvements versus which ones simply surface existing tools with new branding, sharing specific examples of where the AI surprises them with accuracy and where it still needs work. The discussion covers what's available at each subscription level and practical tips for navigating the new interface while these agents continue to evolve.SponsorsKeeper - https://uqb.promo/keeperDigits - https://uqb.promo/digits(00:00) - Introduction and Hosts (02:19) - Discussing AI in QuickBooks Online (07:16) - Exploring QuickBooks AI Agents (08:20) - Accounting Agent Deep Dive (25:37) - Bank Reconciliation Enhancements (35:36) - Payments Agent Overview (36:47) - Leveraging Customer Insights for Better Invoicing (37:24) - Maximizing Cash Flow with Late Fees and Reminders (38:09) - Personal Experiences with Payment Agents (50:31) - Finance Agent Overview (01:00:52) - New Navigation Tips and Tricks (01:03:58) - Upcoming Classes and Events LINKSDan's AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgentsAccounting Agents Toolkit: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_us Firm of the Future ArticlesAgentic AI: https://www.firmofthefuture.com/product-update/quickbooks-innovation-agentic-ai-2025/ Accounting Agent: https://www.firmofthefuture.com/product-update/closer-look-at-quickbooks-bank-feed-and-accounting-agent/Accounting Agent Anomaly Detectionhttps://www.firmofthefuture.com/artificial-intelligence/quickbooks-anomaly-detection/Payments Agent: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e7-payments-agent/Customer Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-customer-agent/L6KtREjm9_US_en_USFinance Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-finance-agent/L0g3aJO6W_US_en_US Dan and Alicia's Passive-Agressive Income Course in November: https://www.schoolofbookkeeping.com/a/2148177904/FzeLMxRp, Use code OWL25 for 25% offAlicia's classes including the Accounting Agents:New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's Upcoming Classes:Products, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907Dan's AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgentshttps://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of The Accountant's Flight Plan Podcast, we sit down with Jody Padar, known across the industry as The Radical CPA, to discuss how artificial intelligence is reshaping the accounting profession. Jody shares her journey from founding one of the first cloud firms in 2010 to working in tech startups like Botkeeper and now launching her newest venture, XcelLabs. Her mission is to prepare firms for 2030 by building AI-first practices that leverage automation to expand the capacity for empathy, client connection, and creativity in order to transform advisory work.Timestamps:00:00: Using AI strategically to enhance advisory work01:06: Jody's career journey and launch of XcelLabs04:00: PE capital, fintech, and aging leadership disrupting the accounting industry08:00: How money movement and tech are transforming accounting10:11: How to leverage AI to build deeper client relationships at scale13:20: PE-driven competition for top accounting talent14:26: Using AI to rewrite firm operations and scale15:24: ChatGPT, Claude, and creative thinking over automation23:20: Using AI for unbiased performance feedback27:35: Book Recommendation: Snake Oil: What Artificial Intelligence Can and Can't DoLink to full listing: https://poegroupadvisors.com/practice/sc2038/ Firm Highlights:- Young, energetic owner committed to staying 10+ years to run and grow the firm.- Selling 70–100% equity, with plans to offer key employees an ownership stake.- 3+ CPAs on staff and over 20 employees.- High-net-worth clients with strong loyalty and consistent referrals.- 78% of services tied to business clients.

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/

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/

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Ever wonder what really happens between “starting from scratch” and “running on autopilot”?Most success stories skip the messy middle. Over three years, Matt Chiappetta went from zero clients to a $250K solo firm working 25 hours a week. Hear the real story: the things that didn't pan out, the fixes, the mindset shifts, and what actually matters at each stage. It's the rare, unvarnished look at what a sustainable, calm practice really takes to build.…Link to full shownotes: https://www.businessstrategyforcpas.com/370…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…Matt's website:https://www.mattchia.cpa/…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

Hungry for that transformational in-person connection?

In this episode of Building the Premier Accounting Firm, Roger Knecht and Dr. Howard Polansky discuss transforming financial perspectives from traditional debt management to a dynamic cash flow optimization. This episode explores Dr. Polansky's journey from dentistry to becoming a "cash flow optimizer" and how strategic use of lines of credit can dramatically reduce debt payments and increase financial flexibility for both personal and business finances. Learn how to better manage mortgages, business loans, and other debts by understanding the "new rules of finance" and achieve financial freedom sooner. Key Takeaways: Understand the critical difference between profit and cash flow, recognizing that cash flow is essential for day-to-day operations and financial stability. Learn how to strategically use lines of credit as a primary checking account to accelerate debt payments on mortgages, car loans, and business loans, rather than relying on traditional amortized payment structures. Gain insight into transforming your financial mindset from rigid debt obligations to achieving financial flexibility and resilience, enabling better navigation through unexpected life events. Access strategies to consolidate various debts into a single, manageable line of credit, allowing for a focused approach to debt reduction and greater financial control. Discover the emotional impact of financial freedom, emphasizing how reduced debt stress can lead to improved well-being and the ability to pursue life experiences and business growth. Chapter Summary: 00:00 Introduction to Dr. Howard Polansky 01:59 A Life-Changing Event and Career Shift 06:14 The Genesis of Financial Coaching 08:58 Financial Flexibility and Resilience 11:09 Cash Flow vs. Profit 14:11 Leveraging Lines of Credit 19:23 Motivation and Business Impact 23:27 Debt Consolidation and Empowerment 26:50 Money as Currency: Removing Friction 30:19 Resilience in Unexpected Challenges 34:22 Available Lines of Credit & Conclusion 39:52 Universal Accounting Resources Featured Quotes: "If life is this fragile and I'm unhappy with the path that I'm on, burn the ships. It's over." — Howard Polansky "I don't care about profit. I care about cash flow." — Howard Polansky "I'm trying to remove the friction from people's lives." — Howard Polansky Behind the Story: Howard Polansky recounts the harrowing experience of his son's severe appendicitis, leading to multiple surgeries and a profound question from his 12-year-old: "Am I dying?" This intense period made him re-evaluate his life and career, leading him to sell his dental practice. After a year of introspection, he stumbled upon a method to optimize cash flow, transforming his own finances. This new understanding became his calling, demonstrating that financial freedom provides not just wealth, but resilience and the peace of mind to navigate life's inevitable challenges. 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: Take The Cash Flow Quiz - https://leakingcash.scoreapp.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

On this episode of the Woodard Report podcast, Joe speaks with Gail Crosley about how accounting firms can achieve sustainable, profitable growth through strategy rather than chance. Gail breaks down the difference between opportunistic and strategic growth, using her "fishing" analogy to show how narrowing focus, identifying ideal client profiles, and evaluating market conditions lead to lasting success. She also explains how firms can adapt when industries shift and reveals her three key elements of growth. Service, channel, and target can help firms thrive organically rather than through mergers. About Gale Crosley Gale Crosley, CPA, CGMA, is a well-known strategic revenue growth consultant, who has helped almost 500 CPA firms over the past 20+ years. She has worked with their managing partners and other leaders to transform their firms to high growth environments, achieving exceptional organic growth. Nine of the top 20 fastest organically growing firms in the past year are, or have been, her clients. For 18 consecutive years she's been recognized as one of the Top 100 Most Influential People in Accounting by Accounting Today, and for 16 years selected one of the Top 10 Most Recommended Consultants in Inside Public Accounting's Best of the Best. Connect with Gale Crosley on LinkedIn Thank you to our show sponsor, Woodard!!! The Woodard membership program will help you build your ideal practice with our coaching, education, community and resources. We'll get you there with strategic direction from experienced pros, access to skill building and resources and a community to continually inspire your practice's transformation. Learn more about the show and our sponsors at Woodard.com/podcast

In today's episode, we unpack the complexities of spinoff transactions and their accounting implications. From identifying spinoffs to addressing key financial reporting considerations, our guests share practical guidance and insights for companies planning or evaluating these strategic moves.In this episode, we discuss:1:12 – Overview of spinoff transactions9:08 – Accounting and reporting considerations for spinoff transactions23:56 – Post-spin accounting considerations for the spinnor27:50 – Final advice for a company planning a spinoffFor more on spinoffs, read our Financial statement presentation and Carve out financial statements guides. You can also tune in to last week's episode, Sale of a business – Held for sale criteria, disc ops, and more, for further discussion on the presentation of discontinued operations.Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.About our guestsMatt Sabatini is a partner in PwC's National Office who helps clients and engagement teams navigate the accounting and financial reporting for complex transactions. He specializes in the accounting for M&A, consolidations, corporate reorganizations, recapitalizations, joint ventures, and other investments.Katie Driessen is a partner in PwC's National Office where she assists companies with complex accounting and financial reporting issues related to capital markets transactions, including acquisitions, divestitures, and capital raises. Katie recently returned to PwC following two years working in the Office of the Chief Accountant at the SEC.About our hostHeather Horn is the PwC National Office Sustainability and Thought Leader, responsible for developing our communications strategy and conveying firm positions on accounting, financial reporting, and sustainability matters. In addition, she is part of PwC's global sustainability leadership team, developing interpretive guidance and consulting with companies as they transition from voluntary to mandatory sustainability reporting. She is also the engaging host of PwC's accounting and reporting weekly podcast and quarterly webcast series.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.comDid you enjoy this episode? Text us your thoughts and be sure to include the episode name.

Accounting doesn't have to be cold or confusing. In this episode, Carrie talks with Jordan Pridemore of LUCA about how they help small businesses use financial data to grow, not just survive. Learn why advisory services, tech-forward tools, and true partnerships are the future of accounting.   Mentioned in this episode: Website: https://www.lucahq.com/Instagram: https://www.instagram.com/luca_hq/ Fox Hound Bee Company: https://www.instagram.com/foxhoundbeeco/  

Roger and Annie welcome Alan Pinck, EA and moderator of Tax Talk Today, for a wide-ranging conversation about his transition from hospitality management to tax representation work. Alan shares war stories from the days of preparing returns by hand, explains why treating IRS auditors with respect yields better outcomes than adversarial tactics, and discusses the critical differences between examination and collections work. The conversation covers everything from ghost preparers and ERC problems to building a year-round practice, teaching strategies, and why the most important day of tax season is April 16th.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsConnect with Alanhttps://www.linkedin.com/in/alan-pinck-ea-1b29b66https://apincktax.com/ Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Introduction and Welcome (01:05) - Special Guest Introduction: Alan Pink (02:13) - Alan's Journey into Tax Profession (04:57) - Challenges and Anecdotes in Tax Preparation (13:09) - Representation and Audits (22:28) - Collections vs. Examination (29:12) - Current Issues and Credits (30:06) - Taxpayer Liability and Rule Changes (31:11) - Understanding Captive Insurance (33:35) - Advice for New Tax Professionals (34:33) - NAEA and Educational Programs (38:21) - Becoming a Tax Talk Moderator (41:36) - Challenges and Rewards of Live Shows (51:12) - Upcoming Speaking Engagements (53:19) - Final Thoughts and Farewell 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.