Podcasts about Accounting

September 19 is National POW/MIA Recognition Day in the United States. In this two-part series, we'll explore what it means to be part of that ongoing story — the families who wait, the system created to find answers, and the private researchers who work to complement the government's efforts.

Alicia takes a live, unscripted look at QuickBooks' brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration that automatically identifies potential leads from your email, explores the lead conversion pipeline from inquiry to close, and demonstrates the new post-invoice survey system that requests reviews, testimonials, and referrals from clients. This hands-on exploration reveals how QuickBooks is positioning itself to help accounting professionals better manage customer relationships and automate follow-up communications.SponsorsMakersHub - https://uqb.promo/makershubDigits - https://uqb.promo/digitsWomen Who Count - http://uqb.promo/womenVideo demo of the new Customers Hub: https://www.youtube.com/live/WDrMrfoO9zk?si=CSBamjalWBk67_J4Register for Alicia's community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/QBO-Refresh?affiliate=5393907Hector and Carlos Garcia's Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe 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=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

On this episode, hosts Casey Hiers and Jarrod Bridgeman tackle a topic many dentists would rather avoid: the unexpected death of a practice owner. They stress the critical need for proactive financial and estate planning, not just to protect your business but also to spare your loved ones from a complicated and stressful process.Jarrod and Casey emphasize the immense value of having a comprehensive team in place to manage both your personal and professional affairs. They share real-world examples of how their clients' foresight has protected their practices and families, ensuring a smooth transition during an otherwise difficult time. Tune in to learn how to secure your legacy and give your loved ones peace of mind.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

Are AI “super agents” like Xero's Jax actually useful—or just shiny chatbots? Blake and David unpack Xerocon announcements, why embedded agents lack context, smarter way to automate bank feeds with rules, the leaked “no tax on tips” job list and planning opportunities, IRS staffing whiplash, plus what billion‑dollar AI pledges from big firms really mean. Walk away with practical steps to deploy AI that saves hours without losing control.SponsorsTeamUp - http://accountingpodcast.promo/teamupRippling - http://accountingpodcast.promo/ripplingDigits - http://accountingpodcast.promo/digitsChapters(00:00) - Introduction and Podcast Overview (00:45) - Continuing Professional Education (CPE) Credits (03:20) - Live Stream Interactions and Coffee Talk (04:09) - Upcoming Deadlines and Tax Season Tips (05:52) - Upcoming Conferences and Events (14:48) - Blake's New Book Announcement (24:27) - No Tax on Tips Discussion (28:57) - IRS Workforce Challenges (31:41) - State Tax Implications for NFL Players (36:22) - Xero Con and AI Financial Super Agent (37:51) - Analyzing Gross Profit Trends (39:43) - Limitations of AI in Accounting (42:12) - AI-Powered Bank Reconciliation (49:47) - Automating Invoice Creation with AI (55:01) - Grant Thornton's AI Investment (01:02:16) - The Future of AI in Accounting (01:13:03) - AI's Impact on Accounting Jobs (01:21:26) - Implementing AI in Accounting Firms  Show NotesTreasury names jobs for Trump's 'no tax on tips' deduction https://www.cnbc.com/2025/09/03/treasury-trump-no-tax-on-tips-jobs.htmlScoop: List of jobs covered by Trump's "no tax on tips" (See if you qualify) https://www.axios.com/2025/09/01/no-tax-on-tips-jobs-trump-billWorkers in 68 occupations may soon be exempt from paying taxes on tips, including some surprising jobshttps://www.cbsnews.com/news/no-tax-on-tips-trump-big-beautiful-bill-68-occupations-heres-who/IRS is canceling its layoff plans, will ask some it fired or pushed out to return https://www.govexec.com/workforce/2025/08/irs-canceling-its-layoff-plans-will-ask-some-it-fired-or-pushed-out-return/407620/The IRS is Downsizing: Key Divisions Most Affected in 2025 https://sandbergphoenix.com/the-irs-is-downsizing-key-divisions-most-affected-in-2025/Grant Thornton Advisors investing $1 billion to arm the multinational workforce across its platform with powerful AI tools and technologyhttps://www.businesswire.com/news/home/20250904414830/en/Grant-Thornton-Advisors-investing-$1-billion-to-arm-the-multinational-workforce-across-its-platform-with-powerful-AI-tools-and-technologyGrant Thornton Advisors to Sink $1 Billion Over Three Years on AI https://www.cpapracticeadvisor.com/2025/09/05/grant-thornton-advisors-to-sink-1-billion-over-three-years-on-ai/168500/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/OvercastClassifiedsWant 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

3 S-Corp Facts They Don't Tell You

Feeling scattered because you're offering every service under the sun to every kind of client?In this episode, I talk about the real cost of being in too many lanes — the wasted time, the extra software, the messy systems, and the lost leverage. I'll walk you through the four lanes you can choose from, how to decide on your primary lane, and when it actually makes sense to allow exceptions. If you're tired of tax season chaos and running on fumes, this episode will help you simplify and get your sanity back.…Link to full shownotes: https://www.businessstrategyforcpas.com/363…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…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. …

Rewarding customer loyalty is probably as old as commerce. These days, consumers accumulate hundreds, thousands, sometimes even millions of points that can be used to acquire everything from their favorite drink, to airline tickets, or simply pay a balance on a credit card. The fact that these rewards have an intrinsic value is something many easily forget about, making them a great target for fraud.SponsorsRoutable - http://ohmyfraud.promo/routableHOW TO EARN FREE CPEIn less than 10 minutes, you can earn NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Sources:The lucrative business of airline loyalty schemes [AFR]A History of US Airline Deregulation [Travel Insider via Wayback Machine, accessed on Aug 29, 2025]Alaska Airlines miles stolen: What to do if your account is hacked [Fox13 Seattle]Alaska Airlines customers complain of possible hack after miles stolen from accounts [KIRO 7]Check your mileage plans! (Mine was hacked) [r/AlaskaAirlines]Mileage Account Hacked [r/AlaskaAirlines]My Southwest Rapid Rewards account was hacked: How I got my points back [The Points Guy]My AAdvantage account was hacked: Here's what happened and how you can protect yourself [The Points Guy]Largest Employer by State 2025 [World Population Review]Sam's Club [Wikipedia]Rewards Points Scheme Nets Arrest; More Sac County Victims Likely [Folsom Times]

In this episode, we explore why many e-commerce brands struggle with tracking their finances and what they can do to fix it. We are joined by Barbara Malisz-Talha, Product Manager at Synder, who shares how her company helps businesses turn messy, complex financial workflows into clean, intuitive automation. She explains the risks of "flying blind" with your numbers and how automation, AI, and proper data management can provide a clear, accurate picture of your business's financial health.Topics discussed in this episode:  How to avoid driving blind with your business's numbers. Why multi-channel selling complicates financial tracking. What messy data does to your financial statements. How to handle multiple payment processors. Why automation is key to accurate bookkeeping. What to do when reconciling different data sources. How to onboard and clean up your finances. Why a cash settlement is not the same as revenue. What AI brings to the world of financial tracking. How to use financial data to optimize your business. Links & Resources Website: https://synder.comShopify App Store: https://apps.shopify.com/synderLinkedIn: https://www.linkedin.com/company/synder/posts/?feedView=allFacebook: https://www.facebook.com/SynderHQ/ Get access to more free resources by visiting the show notes at https://tinyurl.com/c3cjjdb5Support the showMORE RESOURCES Get Free Insights: https://newsletter.ecommercecoffeebreak.com/ Rate & Review: Help others discover the show by rating the show on Apple Podcasts at https://tinyurl.com/ecb-apple-podcasts Partner with us: https://ecommercecoffeebreak.com/podcast-sponsorship/ Follow the podcast to get every bonus episode. Tap follow now and don't miss out!

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst are joined by Jeff Seibert, founder and CEO of Digits. Jeff shares his journey from creating his first app at the age of 13 to building Digits, a platform that's changing the way businesses approach accounting. With a background in tech and a passion for solving real-world problems, Jeff explains how his frustration with outdated financial systems led to the creation of Digits, which now provides real-time financial data to businesses.Jeff Seibert is the founder and CEO of Digits, an innovative accounting platform that helps businesses manage their finances with real-time insights. Before starting Digits, Jeff co-founded Crashlytics, a mobile performance analytics company that was acquired by Twitter in 2013. He went on to lead Twitter's consumer product team and later appeared in the Emmy Award-winning Netflix documentary The Social Dilemma. A self-taught programmer, Jeff has been a part of the startup world for years and has invested in over 100 companies, earning recognition as one of Insider's Top 100 Seed VCs.In this episode, you will discover:How Jeff's passion for coding started at age 13.The story behind founding Digits and solving slow financial systems.How Digits provides real-time financial data to businesses.Why traditional accounting systems fail and how Digits overcomes it.Jeff's vision for AI and automation in the future of accounting.Jeff shared his journey from building his first app at 13 to leading Digits, offering an insightful look at how modern accounting platforms are reshaping finance operations. His perspective on real-time financial data, overcoming the limitations of traditional systems, and the role of AI in automating workflows provides valuable guidance for finance leaders navigating the future of finance.Follow Jeff:LinkedIn - https://www.linkedin.com/in/jseibert/Website - https://jeffseibert.com/Company - https://digits.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[02:25] - Jeff's Background[07:11] - Why Traditional Accounting Fails[10:24] - Overcoming Data Challenges[13:17] - The Long Road to Market[17:42] - AI Agents in Real-Time Accounting[21:55] - Overcoming AI Adoption Resistance[23:20] - What's Next for AI in Five Years[25:41] - The Future of...

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Chris Miller, VP at NetGain Solutions, about the evolution and future of accounting software, focusing on AI's impact and how accounting professionals can adapt to stay relevant and profitable. Learn actionable strategies for embracing new technologies and leveraging AI to enhance your firm's services by listening to this episode. In This Episode: 00:00 Introduction to Chris Miller and AI 04:15 Evolution of Accounting Software and AI 11:13 AI, Wisdom, and the Accountant's Role 15:05 Overcoming Reluctance to Adopt AI 22:51 Practical AI Use Cases in Accounting 33:30 NetGain Solutions for Accounting Firms 39:08 Embracing AI and Future Opportunities Key Takeaways: Understand the evolution of accounting software from manual ledgers to cloud-based systems and AI-driven automation. Identify practical use cases for AI in accounting, such as pattern recognition for data analysis and variance analysis. Overcome reluctance to adopt new technology by viewing AI as a tool to augment, not replace, human expertise. Recognize the importance of developing wisdom and critical thinking skills to guide AI-driven processes. Explore how NetGain Solutions helps accounting professionals integrate AI to streamline workflows and improve client services. Featured Quotes: Chris Miller “The skill of the future is going to be: How do I organize my digital assistants, my digital army of AI, to orchestrate what is happening inside of the system to do the journal entries that we do.” Chris Miller “What I need to do is treat AI as the most eager, smart, willing to help junior accountant I've ever had on my staff. But they're also over eager.” Roger Knecht “We're not so much going to be involved with the actual recording of the entries. We're going to be involved in the workflows as to how those get recorded.” 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: You can learn more about how Netgain helps businesses of all shapes and sizes become more confident, agile, and capable of rapidly coming to clear financial decisions fueled by accurate, precise financial insights at www.Netgain.tech   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

In this eye-opening episode of Financial and Lifestyle Freedom for UK Business Owners, Annette Ferguson debunks five of the most dangerous accounting myths that could be silently draining your profits. If you've ever wondered why your bank account doesn't reflect your profits, or if you're making business decisions just to save on tax, this episode is a must-listen.Key Takeaways:• Profit Isn't Cash: Discover why a profitable business can still run out of money and how to manage your cash flow effectively.• Strategic Tax Planning: Learn why minimising tax at all costs is a flawed strategy and how to approach tax planning for long-term growth.• Accounting as a Strategic Tool: Move beyond compliance and unlock the powerful insights your financial data holds to drive profitability.In This Episode, You'll Learn:• The 5 Most Dangerous Accounting Myths: Annette exposes the common misconceptions that lead to cash flow problems, missed opportunities, and even business failure.• The Truth Behind the Myths: Get clear, actionable advice on how to protect your business and make smarter financial decisions.• A Simple Test for Tax-Saving Strategies: Learn how to evaluate whether a tax-saving strategy is actually benefiting your business.• The Hidden Costs of DIY Accounting: Understand why professional accounting advice is an investment, not an expense, and how it can save you thousands in the long run.Resources Mentioned:•Free Financial Health Check: Book your free assessment to identify and correct any accounting myths hurting your business.•Profit First UK Facebook Community: Join the free online community to connect with other like-minded business owners.

Beyond reporting requirements and transparency imperatives, there’s a huge financial incentive to manage your company’s sustainability activities with data-driven business decision-making. To do so, efforts must be anchored in a data strategy that merges the financial and the ESG analysis. In this episode, Peter Spiller, a partner based in our Frankfurt office who co-leads our efforts in environmentally sustainable operations, speaks with Dominik Asam, Member of the Executive Board and CFO at enterprise planning software giant SAP. Dominik talks about his role in helping steer the company and their customers towards decarbonization, and how to balance the financial ledger with the sustainability ‘Green Ledger’ in a future-ready way that centers on driving real progress while protecting the bottom line. Related insightsManaging carbon: A new role for the CFO Toward the long term: CFO perspectives on the future of finance Reaching net zero–what will it take? McKinsey Insights on Strategy & Corporate Finance McKinsey Strategy & Corporate Finance on LinkedInSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

Your Playbook for Black Friday & Cyber Monday Creative that ConvertsSign up here: https://www.tiereleven.com/BfcmGet your Beauty Brand's creative trend report from one of the most successful Creative Strategists, Lauren Schwartz. In this FREE webinar, you'll get all the Angles, Styles & Hooks That Sell (Before Your Competitors Catch On.) Black Friday and Cyber Monday are the most competitive moments of the year for beauty brands, and the right creative is how you win. In this webinar, we'll reveal the trends, hooks, and tactics driving conversions before your competitors catch on. You'll learn:Angles, Styles, and Hooks - Those that are actually selling this season, and not the trends we are going to see over-saturated.Macro Creative Trends - Learn all about the Macro creative trends that will shape your Q4 creative ads.Holiday Hooks - Holiday hooks that can be shaped to your brand to own the feed and stop the scroll.Quick Start Checklist - Get the ultimate quick start checklist so you can apply these learnings to your brand in under 7 days.The easy shortcuts in digital marketing, like quick flips, four-hour workweeks, and AI-generated funnels, are gone! Former Perpetual Traffic co-host and Google Ads powerhouse Kasim Aslam joins us today to explore why the old playbook no longer works and why the future belongs to those willing to do the hard, unscalable work. Kasim shares the thesis that changed how he approaches starting and scaling a business. From his incubator of 17 businesses to investing in industries most people overlook, Kasim's perspective will reframe how you think about scaling in the AI-driven landscape. If you want to learn how to build smarter, stronger businesses in a world where automation alone won't save you, this one is for you!In This Episode:- Kasim's journey post-Perpetual Traffic- The cost of traffic in digital marketing- Scaling and measuring profitability: "diminishing returns" is not a stop sign- Accounting for incalculable gains as you scale- The death of quick flip businesses - Leveraging hard work and human connection - Apple's example of goodwill and brand loyalty- How to sign up for the upcoming growth hacking conferenceMentioned In the Episode:Previous episode with Kasim on the law of inverse profitability: https://podcasts.apple.com/us/podcast/why-the-law-of-inverse-profitability-is-the-1-way/id1022441491?i=1000650815702 Sign up for the Growth Hacking conference with Kasim: perpetualtraffic.com/growth Listen to This Episode on Your Favorite Podcast Channel:Follow and listen on Apple: https://podcasts.apple.com/us/podcast/perpetual-traffic/id1022441491 Follow and listen on Spotify:https://open.spotify.com/show/59lhtIWHw1XXsRmT5HBAuK Subscribe and watch on YouTube:

In this episode, we focus on transfers of financial assets. The discussion breaks down the fundamentals of ASC 860, clarifies when a transfer qualifies as a sale versus a secured borrowing, and outlines the key criteria for derecognition.In this episode, we discuss:0:59 – Overview of ASC 860 and the basics of financial asset transfers3:35 – Transactions subject to ASC 8606:56 – Transfer of an entire versus a portion of a financial asset and application of the participating interest guidance11:12 – Control criteria to achieve sale accounting:11:53 – Legal isolation16:38 – Right to pledge or exchange19:42 – Effective control21:50 – Examples of "failed sale" transactionsFor more information, check out our Transfers and servicing of financial assets 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 guestChip Currie is a partner in PwC's National Office with 30 years of experience assisting companies in resolving complex business and accounting issues. He concentrates on the accounting for financial instruments under both current and emerging standards and works with many of the firm's largest financial services clients and a number of non-financial services clients on treasury-related matters. About our guest host Guest host Diana Stoltzfus is a partner in the National Office who helps to shape PwC's perspectives on regulatory matters, responses to rulemakings and policy development, and implementation related to significant new rules and regulations. Prior to rejoining PwC, Diana was the Deputy Chief Accountant in the Office of the Chief Accountant (OCA) at the SEC where she led the activities of the OCA's Professional Practices Group. Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.comDid you enjoy this episode? Text us your thoughts and be sure to include the episode name.

What this book showed me was how to balance pieces of myself that didn't fit together.Today we meet Abdi Nazemian and we're talking about the queer book that saved his life: Another Country by James Baldwin.Abdi Nazemian spent his childhood in a series of exciting locations (Tehran, Paris, Toronto, New York), but could usually be found in his bedroom watching old movies and reading. His first novel, The Walk-In Closet, was awarded Best Debut at the Lambda Literary Awards. He has written three young adult novels: The Authentics, Like a Love Story, and The Chandler Legacies. As Head of Development for Water's End Productions, Abdi has been an executive producer or associate producer on numerous films, including Call Me By Your Name, It Happened In L.A., The Price, The House of Tomorrow, and Little Woods.Another Country, stunning for its emotional intensity and haunting sensuality, depicts men and women, blacks and whites, stripped of their masks of gender and race by love and hatred at the most elemental and sublime. It was nominated as one of America's best-loved novels by PBS's The Great American Read.James Baldwin was born in 1924 and educated in New York. The author of over twenty works of fiction and non-fiction, Baldwin received numerous accolades, including a Guggenheim Fellowship and a Ford Foundation Grant.Connect with Abdiwebsite: abdinazemian.cominstagram: @abdaddyOur 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 Another Country: https://bookshop.org/a/82376/9780679744719Become 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, 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

So many Daniel Jones haters said the Colts would get destroyed by the Dolphins, and there was no chance Indy could win. Daniel had one heck of a game, with 3 total touchdowns, and no turnovers, while throwing for 76% completions! In the meantime, Defensive coordinator: Lou Anarumo's defense stifled and confused a high octane offense. Accounting for 3 sacks, and 3 turnovers! Not allowing 100 yards or any points, until 20 minutes left in the game when Indy had a commanding lead.

What do accountants and NFL broadcasters have in common? More than you might think. The Unique CPA goes in an entirely different direction on Episode 228 to kick off the football season, with host Randy Crabtree joined by Jeff Joniak, the iconic voice of the Chicago Bears, for a conversation that's equal parts practical wisdom and behind-the-scenes storytelling. Jeff reflects on his journey to the “toy department of life,” the sports broadcast booth, sharing lessons on preparation, finding your voice, and the art of communicating under pressure. Along the way, Randy and Jeff particularly focus on the effectiveness of storytelling—the value of a well-told tale can't be understated. Wisdom for accountants can come from the most unexpected places, and you're sure to find something to take away from this thoughtful and entertaining episode. Get the full show notes and more resources at TheUniqueCPA.com  

This week on the podcast I had the pleasure of sitting down with Dr David Wood, Glenn D. Ardis Professor of Accounting at Brigham Young University, prolific author of over 200 publications, and the mind behind the new book Rewiring Your Mind for AI. David is not only an academic voice in accounting, but a leading thinker on how artificial intelligence is reshaping the way we learn, work, and create.He discusses the concept of neuroplasticity, the growth of AI capabilities, and the importance of a transformational mindset in leveraging AI. The conversation highlights the rapid evolution of AI and its dual potential to enhance or disrupt various aspects of life and work.00:00 Masako Wakamiya's Coding Journey03:06 Meet Dr David Wood: Integrating AI in Education04:26 The Role of AI in Modern Education05:55 AI as a Superpower: Transforming Knowledge Access07:48 Rewiring Your Mind for AI14:04 The Future of Jobs in an AI-Driven World18:25 Embracing AI: From Fear to Transformation19:39 Mindset Shift: Embracing AI for Personal Growth20:21 The Journey of Writing a Book with AI23:31 AI's Rapid Advancement and Future Potential26:53 Creative Uses of AI in Everyday Tasks28:28 Feedback and Future Predictions for AI34:13 Concluding Thoughts⚡️ In each episode, Paddy Dhanda deep dives into a new human Superpower to help you thrive in the age of AI.Host: Paddy DhandaPaddy works at the largest Tech training organisation in the UK and is passionate about helping tech professionals build human skills to thrive in the age of AI.Contact Paddy: paddy@superpowers.schoolSubscribe to my newsletter:

Host Paul Pacelli chose Tuesday Primary Day in Connecticut to look at a recent New York Times breakdown of voting trends between Democrats and Republicans, with some troubling numbers for the Democratic Party (00:52). Yankee Institute blogger Meghan Portfolio used her weekly update to chat about some controversial remarks from a state legislator regarding Connecticut residents who choose not to attend college (15:06). University of New Haven Associate Professor of Accounting, Finance, and Taxation Dr. Jim Mohs dropped by to talk about the nation's economy, including the controversies over tariffs and job numbers (24:27). CBS News Reporter Aaron Navarro joined us from Washington with the latest on ICE deportations and more possible expanded enforcement (33:25) Image Credit: iStock / Getty Images Plus

President Xi Jinping has called on the BRICS countries to jointly defend multilateralism and the multilateral trading system and advance greater BRICS cooperation, as trade and tariff wars waged by a certain country severely disrupt the world economy and undermine international trade rules.Xi made the remarks while participating in a virtual BRICS Summit from Beijing on Monday. He was joined by other leaders including Brazilian President Luiz Inacio Lula da Silva, Russian President Vladimir Putin and South African President Cyril Ramaphosa, as well as leaders from Egypt, Iran, Indonesia and the United Arab Emirates, and representatives from India and Ethiopia.Xi described BRICS countries as the forefront of the Global South amid rampant hegemonism, unilateralism and protectionism, saying that this is a critical juncture for them to act on the BRICS Spirit of openness, inclusiveness and win-win cooperation.Originally comprising Brazil, Russia, India, China and South Africa, BRICS has developed into a group of 11 full member countries and 10 partner countries.The BRICS cooperation mechanism is now considered to be an important platform for solidarity and cooperation among emerging markets and developing countries.Xi called for upholding multilateralism to defend international fairness and justice."History tells us that multilateralism is the shared aspiration of the people and the overarching trend of our times. It provides an important underpinning for world peace and development," he said, noting that the Global Governance Initiative that he recently proposed is aimed at galvanizing joint global action for a more just and equitable global governance system."We should follow the principle of extensive consultation and joint contribution for shared benefit, and safeguard the international system with the United Nations at its core and the international order based on international law, so as to cement the foundations of multilateralism," Xi said.He also called for efforts to actively promote greater democracy in international relations and increase the representation and voice of Global South countries."We should improve the global governance system through reform so as to fully mobilize resources from all quarters and tackle more effectively the common challenges for humanity," Xi said.Noting that economic globalization is an irresistible trend of history, Xi stressed the need to uphold openness and win-win cooperation to safeguard the international economic and trade order.Countries cannot thrive without an international environment of open cooperation, and no country can afford to retreat into self-imposed isolation, he said."No matter how the international landscape may evolve, we must stay committed to building an open global economy, so as to share opportunities and achieve win-win outcomes in openness," Xi said, calling for efforts to oppose all forms of protectionism."We should promote a universally beneficial and inclusive economic globalization, place development at the heart of our international agenda, and ensure that Global South countries participate in international cooperation as equals and share in the fruits of development," he said.The Chinese president also emphasized the importance of BRICS countries managing their own affairs well in order to cope with external challenges.Accounting for nearly half of the world's population, around 30 percent of global economic output and one-fifth of global trade, the BRICS countries are also home to major natural resources, big manufacturers and vast markets, Xi said."The more closely we work together, the more resilient, resourceful and effective we are in addressing external risks and challenges," he said, expressing China's readiness to work with fellow BRICS countries to implement the Global Development Initiative and advance high-quality Belt and Road cooperation.He also encouraged BRICS countries to leverage their respective strengths, deepen practical cooperation and produce more outcomes in such areas as trade and the economy, finance, science and technology, in order to deliver more practical benefits to their peoples.

We are continuing our conversation with Nevine White, 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.In this episode, Nevine explains how she executed the shift to rolling forecasting. She details the initial varied reactions, the creation of a robust training program, and the integration of finance teams into regional operations for real-time decision-making. Nevine also elaborates on gamification strategies, overcoming executive resistance, and the importance of continuous learning and communication. Highlighting her experience of guiding executive leadership through this transition, she emphasizes the role of proactive coaching and effective upward management.00:00 Introduction to Agile Tales01:57 Transitioning from Traditional Budgeting to Agile Financial Planning02:24 Implementing Rolling Forecasting: The First Steps03:14 Training and Engaging the Organization06:27 Challenges and Emotional Impact08:14 Burning Platform Conversations11:19 Embedding Finance in the Regions14:38 Building a Collaborative Learning Environment19:00 Executive Leadership Buy-In and Coaching26:13 Conclusion and Final ThoughtsNevine'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.About Nevine White:Beginning her 35-year career in telecom engineering, Nevine moved on to leading the FP&A function for TW Telecom for two decades. There she championed powerful changes in financial planning that enabled an agile and effective management structure by eliminating traditional budgets. After the sale of the company, 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 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 building effective teams, she has been featured at conferences and on podcasts, and enjoys sharing her learnings and experiences with all who are seeking to meaningfully change and enable their teams. 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

James "Jim" Downing is a seasoned compliance professional with over 25 years of experience in the broker-dealer and investment advisory industry. Currently serving as the Chief Compliance Officer of JLL Securities, Jim has held similar roles at esteemed organizations such as Morningstar, Aon, BMO, and JP Morgan. Prior to his corporate positions, Jim worked as a FINRA examiner at the Chicago District Office for 5 years, gaining valuable insights into regulatory compliance. Jim has his Juris Doctorate with honors from Taft Law School and a Masters of Accounting with honors from Roosevelt University.Connect with James: https://www.linkedin.com/in/jamesrdowning/

This episode's Community Champion Sponsor is Ossur. To learn more about their ‘Responsible for Tomorrow' Sustainability Campaign, and how you can get involved: CLICK HEREEpisode Overview: Healthcare investment banking has long followed a volume-driven, cookie-cutter model that prioritizes transactions over transformative outcomes. Our next guest, Sam Libby, is changing that paradigm as founder and President of TCB Capital Advisors. With over 30 transactions totaling more than $20 billion, Sam brings a mission-driven approach to underinvested healthcare areas like oncology, women's health, and neurodegenerative diseases. After experiencing healthcare's systemic inefficiencies firsthand during his own patient journey, Sam founded TCB to reject traditional banking models in favor of long-term partnerships that embed early with management teams. His unique three-vertical approach combines banking expertise, clinical advisory, and commercial operations to drive both patient impact and financial success. Join us to discover how Sam's stewardship mindset is empowering healthcare pioneers to scale life-changing innovations. Let's go!Episode Highlights:Patient-First Philosophy: Sam emphasizes that healthcare professionals are "stewards that owe an obligation to the patient," maintaining focus on improving lives rather than just financial returns.Three-Vertical Approach: TCB Capital Advisors uniquely combines banking services, clinical/scientific advisory, and commercial operations to provide comprehensive support beyond traditional investment banking.Underinvested Healthcare Focus: The firm specifically targets neglected areas like oncology screening, neurodegenerative diseases, and women's health where innovation lags despite significant patient need.Real-World Patient Journey Experience: Sam's personal 10-month journey to reach a memory center despite having concierge care and good insurance highlighted systemic healthcare accessibility issues.Predictive Medicine Future: Sam sees AI-powered prognostic tools like Clarity's breast cancer risk assessment as the most promising innovation for identifying high-risk patients earlier and improving outcomes.About our Guest: Sam Libby is the founder and President of TCB Capital Advisors, a firm he created to help healthcare companies scale their impact through strategic transactions and long-term growth planning. With a career spanning roles at premier firms like Piper Sandler and Ziegler, Sam brings deep expertise in M&A, capital markets, and private placements, having completed more than 30 deals totaling over $20 billion in transaction value.Known for his hands-on, partner-oriented approach, Sam works closely with management teams to not only execute transactions but to position companies for enduring success. He has a particular focus on underinvested areas of healthcare—including oncology, women's health, and neurodegenerative disease—and is passionate about supporting founders building scalable solutions with real-world impact.Sam holds degrees in Finance and Accounting from Rutgers University, graduating summa cum laude.Links Supporting This Episode: TCB Capital Advisors Website: CLICK HERESam Libby LinkedIn page: CLICK HERETCB Capital AdvisorsLinkedIn: CLICK HEREMike...

Kelly Rohrs, CPA, Founder of K. Rohrs, CPA, P.C., shares the journey of launching her firm from concept to reality. Listeners will gain insight into how she structures client relationships, manages expectations during high volume periods, and fosters talent retention through flexibility and trust.  Kelly offers practical advice for firm owners looking to break away from traditional models, emphasizing the power of small, intentional changes. Tune in to hear how she's redefining what it means to operate a modern CPA firm.  To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. 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 welcomed at podcast@aicpa-cima.com    

In Philippians 4:14-19, we explore the fundamental difference between transactional accounting and Gospel accounting. Paul thanks the Philippians for their financial support during his imprisonment while introducing a radical perspective on why and how we give. Rather than viewing their gift as creating obligation or debt (as was customary in Greco-Roman culture), Paul frames their generosity as participation in God's economy—a system that operates on grace rather than transaction. WATCH FULL SERVICE ON YOUTUBE DOWNLOAD PDF SERMON NOTES HERE

The Evolving Role of Private EquityIn this special episode of The Accountant's Flight Plan, Brannon meets with Morry Brown, regional market leader here at Poe Group Advisors, formerly of Goldman Sachs, to share a timely update on how private equity is  impacting mergers and acquisitions in the accounting profession today.This was a live discussion with an informative Q&A at the end.  Morry and Brannon dive deep into the steady rise of PE-backed deals and discuss the impact of outside capital on CPA firm sales. They unpack why it is funding partner buyouts and, therefore, reshaping the structure of firm operations themselves. Morry highlights why many of these investors view the accounting profession as a “sticky” industry, given its recurring revenue streams. This makes CPA firms especially attractive compared to other industries with less stable revenue projections.Pros and Cons for CPA FirmsBrannon highlights that while PE firms often bring significant advantages (including technological advancements and recruitment capital), the deal structures they propose can be unrealistic when compared to traditional sales. Morry reflects that the earnouts and layered incentives within these deal proposals are becoming increasingly common. This can, unfortunately, create complications for sellers who are looking for a cleaner transition than private equity can provide. Brannon and Morry both emphasize the importance of owners thinking carefully about what they want. Especially, considering that a straightforward deal that looks less flashy on paper might be better in practice than a larger quote that relies on a complex earnout structure that would lead to a messy exit.What CPA Firm Owners Need to Know for the FutureSo what do the next 12–18 months look like for the industry? With interest rates and capital funds shifting consistently, Brannon and Morry believe that not all private equity buyers will remain active to the same degree. For firm owners, this simultaneously creates opportunities and reasons to be cautious. Before deciding your next steps in the future of your firm, get clear on what your own goals are outside of the changing tide within the industry. Whether you want to maximize your firm's value, ensure continuity for your staff, or simply exit without complexity, knowing your goals will help you make them a reality.Timestamps:02:00 – Introductions of Morry and Brannon06:30 – Why private equity is interested in accounting firms' sales10:15 – PE-backed deals vs. traditional sales: what's the difference?14:45 – Earnouts, incentives, and PE's risk of overcomplication20:10 – Possible benefits of PE investment: talent and technology upgrades26:00 – Market shifts: Interest rates and deal pace 31:30 – Practical advice for firm owners considering PE offers43:58 – Question and Answer period from firm owners like you!

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/  

Subscribe to Inside Call me Back: inside.arkmedia.orgGift a subscription of Inside Call me Back: inside.arkmedia.org/giftsSubscribe to Amit Segal's newsletter ‘It's Noon in Israel': arkmedia.org/amitsegal/Watch Call me Back on YouTube: youtube.com/@CallMeBackPodcastCheck out Ark Media's other podcasts: For Heaven's Sake: lnk.to/rfGlrA‘What's Your Number?': lnk.to/rbGlvMFor sponsorship inquiries, please contact: callmeback@arkmedia.orgTo contact us, sign up for updates, and access transcripts, visit: arkmedia.org/Ark Media on Instagram: instagram.com/arkmediaorgDan on X: x.com/dansenorDan on Instagram: instagram.com/dansenorTo order Dan Senor & Saul Singer's book, The Genius of Israel: tinyurl.com/bdeyjsdnToday's Episode: October 7, 2023 was Israel's biggest security failure since the country's founding. Over the past twenty-three months, we've discovered a lot about how Hamas terrorists managed to penetrate deep into Israel's borders. But there's still much the public does not yet know or understand. On today's episode we are joined by Israeli journalist Yaakov Katz to discuss how a nation known worldwide for its security capabilities failed so monumentally on October 7. Yaakov is the former editor-in-chief of the Jerusalem Post and founder of the Middle East American Dialogue, a conference that brings together American and Middle Eastern leaders.  While Israel Slept by Yaakov Katz & Amir Bohbot: https://a.co/d/6xUDPa6 TORN: The Israel-Palestine Poster War on NYC Streets: https://www.torn-film.com/ CREDITS:ILAN BENATAR - Producer & EditorADAAM JAMES LEVIN-AREDDY - Executive ProducerMARTIN HUERGO - Sound EditorMARIANGELES BURGOS - Additional EditingMAYA RACKOFF - Operations DirectorGABE SILVERSTEIN - ResearchYUVAL SEMO - Music Composer

Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legitimate concerns about speed issues and bugs. The episode also explores the broader context of AI-driven accounting software and announces a comprehensive training series designed to help accountants and bookkeepers master the updated interface efficiently.SponsorsDigits - https://uqb.promo/digitsBluebook -  http://uqb.promo/bluebookWomen Who Count - http://uqb.promo/women(00:00) - Introduction: Cha Cha Changes (01:00) - Understanding the Disruption to Productivity (04:00) - Banking Feeds: New AI, Same Training Process (08:00) - Finding Your Way Around the New Interface (12:00) - Bookmarks and Menu Customization (14:00) - Before and After: Menu Changes Explained (17:25) - The New Customer Hub (21:25) - Look What I Found: New Features Deep Dive (26:25) - Experimental Features and Beta Testing (30:54) - Backup Features in QBO Advanced (34:54) - AI-Powered Bank Reconciliation Preview (40:54) - The Great QuickBooks Refresh Announcement (52:18) - Upcoming Conference Season (55:18) - Closing Thoughts and Next Steps Alicia's The Great QBO Refresh curriculum with classes from Sept 9 through June 2026, andthe membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-RefreshComplete Business Group (QSP): royl.ws/CBG RightTool.app - mention ROYALWISE for 20% off the Pro versionRewind Backups - http://royl.ws/RewindWomen Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe 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

Join us in Clean Biz Network! https://www.cleanbiznetwork.app/Learn to get paid for being yourself! Visit https://www.getpaid2beyou.com Join this channel to get access to perks:   / @ajsimmonsonline  Schedule a 1 on 1 Consultation: https://calendly.com/ajsimmonsGet Tubebuddy! Visit https://www.tubebuddy.com/pricing?a=a...Follow: @AjSimmonsOnline on Instagram   / ajsimmonsonline  Need Business Insurance? Click this link https://nextinsurance.sjv.io/Ea23K9Need Business Credit? Apply at this linkhttps://americanexpress.com/en-us/ref...Need help with Accounting, Bookkeeping, and Taxes? This is the company that I use https://www.bench.co/partner/clean-bi...Thank you for watching, subscribing, liking, sharing, and commenting!!!!

Are AI bank feeds helping—or just creating more work? Blake and David unpack Intuit's missteps, why “use AI to make the rules” matters, and how a no‑code agent now posts multi‑line bills to Xero. They demo Excel's new "copilot()" function, share how FP&A roles are shifting, and hit headlines from Barstool's lawsuit to tariffs and Gusto's Guideline deal. You'll leave with practical ways to deploy AI, avoid hidden risks, and boost margins.SponsorsOnPay - http://accountingpodcast.promo/onpay TeamUp - http://accountingpodcast.promo/teamupDigits - http://accountingpodcast.promo/digitsChapters(00:43) - Planning with AI (02:03) - The Threat of AI to Consultants (04:41) - AI in QuickBooks: A Double-Edged Sword (06:19) - AI's Limitations and Future in Accounting (27:02) - Excel's New AI Copilot (28:22) - Introducing the Copilot Function in Excel (33:50) - AI in the Workplace: Challenges and Opportunities (37:44) - Barstool Sports vs. Omega Accounting Solutions (41:29) - New Tariff Policies and Their Impact (53:45) - Gusto Acquires Guideline for Retirement Services (54:26) - Conclusion and CPE Information  Show NotesBring AI to your formulas with the COPILOT function in Excel https://techcommunity.microsoft.com/blog/microsoft365insiderblog/bring-ai-to-your-formulas-with-the-copilot-function-in-excel/4443487FP&A pros anticipate AI-driven headcount reductions https://www.accountingtoday.com/news/fp-a-pros-anticipate-ai-driven-headcount-reductionsPresident Trump Ends Unfair "De Minimis" Tariff Exemption, A Major Victory in Securing the Homeland https://www.dhs.gov/news/2025/07/31/president-trump-ends-unfair-de-minimis-tariff-exemption-major-victory-securingFact Sheet: President Donald J. Trump is Protecting the United States' National Security and Economy by Suspending the De Minimis Exemption for Commercial Shipments Globally https://www.whitehouse.gov/fact-sheets/2025/07/fact-sheet-president-donald-j-trump-is-protecting-the-united-states-national-security-and-economy-by-suspending-the-de-minimis-exemption-for-commercial-shipments-globally/Barstool Sports Sues Accounting Firm Over Unpaid Advertising Bills https://www.sportico.com/law/analysis/2025/barstool-omega-accounting-solutions-advertising-lawsuit-1234868719/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/OvercastClassifiedsWant 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

Feeling overwhelmed, scattered, and all over the map in your firm?In this episode, I run through The Knock It Off List—14 habits that are eating your time, energy, and sanity. From people-pleasing and inbox living to free calls, unbilled work, and hanging on to “that one” legacy client, I'll show you what to quit and what to do instead. These aren't small tweaks—they're the everyday habits that quietly keep you stuck.  Knock them off and you'll have more space, more focus, and a firm that finally feels manageable.…Link to full shownotes: https://www.businessstrategyforcpas.com/362…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…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. …

The pivot began when Jim Rogers raised his hand. Groupon was shifting from mobile daily deals to a goods business in Europe, and—still early in his career—he volunteered to help lead the finance work. That step, he tells us, bridged his path from technical accounting into FP&A and set a pattern: seek out the build stage, then make finance a partner to the business.Rogers started in audit at Ernst & Young before moving through technical accounting and controllership into planning. He earned a master's in accounting at Northern Illinois University to qualify for the CPA, he tells us. At Groupon, he advanced to head of FP&A for North America, experience that informed his philosophy at Tempus AI: “we're not here to report the news,” he says—finance should enable decisions.Joining Tempus in 2017 as the first finance hire—when the company was pre-revenue, he tells us—Rogers built the function, became CFO in 2021, and helped steer the company public. He also stood up investor relations, initially outsourcing the function before bringing it in-house by the end of 2021, he tells us, investing time to educate analysts on a business that spans multiple categories.AI runs through Tempus's work. Externally, a physician portal (“positive”) and the researcher tool “Lens” aim to make diagnostics and data more useful. Internally, large language models sift “hundreds of petabytes of data,” Rogers tells us, and surface real-time finance insights. The strategic throughline is discipline: double down on oncology, keep pilots siloed, and expand only when the core is ready—because, as he notes, “no two days are alike.”

Today's guest is Megan Schwan, the CEO and founder of her own accounting firm. Megan discovered her passion for accounting as a freshman in high school and landed her first accounting job at just 15 years old. She went on to graduate with honors with a Bachelor's in Accounting from a university in Virginia and now has over 15 years of professional experience. As a mother of four, Megan is deeply motivated by her family, which serves as the driving force behind her business. Megan founded her firm with a mission to change the face of accounting for small businesses. She believes that understanding your finances is like using a decoder ring; it contains all the information needed to answer the questions that will take your business to the next level. Her firm is more than just a bookkeeping and tax service—it's a partnership. Megan and her team are passionate about educating and supporting owners, empowering them to unlock their financial data and pave a clear path to success. As a certified financial professional and an experienced entrepreneur who bootstrapped her own business from the ground up, Megan knows exactly what it's like to navigate the challenges of life while building a dream. This unique perspective has allowed her to help thousands of owners bridge the gap between their numbers and their business goals. Megan is also deeply committed to her community through partnerships with several business development organizations and local chambers. For More Info: https://Sidekick-Accounting.com

Nate Goodman's path from church ministry to leading a fast-growing accounting firm is anything but ordinary. Episode 76 of CPA Life kicks off part one of John Randolph's two-part sitdown with Nate, the founder and president of Goodman CPA, to unpack how his faith, passion for helping others, and commitment to God's purpose have shaped his mission to challenge the status quo and build a people-first, purpose-driven practice. Nate shares insights on dealing with rapid growth, the lessons he learned from his firm's early struggles, and the depth of his focus on generosity and community impact as a core firm value. He also discusses the firm's focus on advisory services, the shift to subscription-based pricing, and how Goodman CPA is empowering business owners and transforming communities. Don't miss this inspiring look at what it means to do accounting differently from the ground up. Get the full show notes and more resources at CPALifePodcast.com  

On this episode of the Woodard Report podcast, Heather speaks with Lisa Rothstein about the power of visual storytelling and how even simple drawings can transform complex financial conversations. Lisa, a New Yorker cartoonist and author of Drawing Your Genius, explains her “three C's” framework—character, concepts, and context—as tools to make abstract ideas tangible, engaging, and memorable. About Lisa RothsteinLisa Rothstein is a New Yorker cartoonist and author of "Drawing Out Your Genius" who helps business professionals communicate using simple drawings. Learn more about Lisa at: Amazon Thank you to our show sponsor, Brex! Brex accounting partners close clients books faster, earn rewards for referrals and attract new customers all on Brex. Brex's integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster and elevate the overall client experience. To become a Brex accounting firm, visit brex.com/partners/accounting to apply. Learn more about the show and our sponsors at Woodard.com/podcast

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Is the way you handle your business finances helping you grow or holding you back? From starting out in a small Alaska town to running a thriving, multi-location accounting firm, Tanya Akimenko has seen firsthand how financial missteps can derail even the most promising small businesses. As the founder of Golden Apple Agency, she helps business owners across the U.S. organize their finances, save on taxes, and build lasting wealth. Avoiding Common Financial Pitfalls If you've ever mixed personal and business expenses or judged your company's health by your current bank balance, you're not alone. But it could be costing you. Tanya shares the red flags she spots most often in small businesses and the simple steps you can take right now to get organized, protect your cash flow, and make better financial decisions. Structuring Your Business for Tax Savings Your business structure plays a huge role in how much you keep and how much you hand over to the IRS. Tanya walks you through when to move from an LLC to an S corporation, why $100,000 in net profit is the magic number, and how the right setup can cut your payroll and self-employment taxes by over 15%. Enjoy this episode with Tanya Akimenko… Soundbytes 17:03 - 17:13 “You have to have logical thinking when it comes to taxes, because tax has so much gray area. How you interpret it. It's not always black and white.” 08:05 - 08:25 “So I sold my house, moved in with my mom, hired a bunch of people, and started training. There were a lot of growing pains. It took a lot to realize that just because you're great at something and you think you can train people, it's not the case.” 08:26 - 08:47 “It takes a special kind of person to do tedious work, like accounting. And then it also takes another type of person to actually talk to clients. That's not always the same person. So I was like, okay, so I can't duplicate me. I have to separate positions for different people.” Quotes “With taxes, you don't need just knowledge, you actually need some wisdom.” “If you're not growing, you're shrinking.” “Accounting is not really math. It's more of a puzzle.” “Finances are the heartbeat of your company.” Links mentioned in this episode: From Our Guest Website: https://www.goldenappleagencyinc.com/  Connect with Tanya Akimenko on LinkedIn: https://www.linkedin.com/in/tanyaakimenko/  Connect with brandiD Find out how top leaders are increasing their authority, impact, and income online. Listen to our private podcast, The Professional Presence Podcast: https://thebrandid.com/professional-presence-podcast Ready to elevate your digital presence with a powerful brand or website?  Contact us here: https://thebrandid.com/contact-form/

If you're in the place where you've been doing your books on your own or you had a bookkeeper or accountant that didn't serve you well, you may be feeling like you're in a mess. This episode is for you! During this conversation with Sarah from T&O Strategic Advisory, you'll get actionable steps that you can take to get your books caught up. Get a FREE MONTH with the Inventory Genius Calculator - https://www.ciarastockeland.com/inventory-genius-calculator Work with Me - https://www.ciarastockeland.com/work-with-meVisit the Bookstore - https://www.ciarastockeland.com/bookstoreSign Up for Free Weekly Tips and Trainings - https://www.ciarastockeland.com/subscribe Connect with the T&O Advisory:Website: https://www.tostrategicadvisory.com/

Roger and Annie break down the aftermath of Commissioner Billy Long's abrupt departure to become Ambassador to Iceland, leaving Treasury Secretary Scott Bessent as acting commissioner amid widespread IRS staff cuts and uncertainty. They also explore the massive 900+ page "Big Beautiful Bill" (2025 Act), covering everything from permanent individual tax rate changes and Trump savings accounts for children to the new tip and overtime tax exclusions that expire in 2028. The discussion also covers significant business provisions like permanent QBI deductions, higher 1099 thresholds, and the systematic elimination of energy credits through 2028.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome o Federal Tax Updates (01:03) - Recap of Previous Podcast with IRS Stakeholder Liaison (01:53) - Discussion on IRS Forums and Observations (06:14) - Changes in IRS Leadership (09:19) - Impact of IRS Leadership Changes on Operations (19:08) - Big Beautiful Bill Overview (28:05) - Individual Tax Changes in the 2025 Act (31:28) - Changes to Standard Deductions and Itemization (33:26) - Paid Leave and Adoption Credits (35:26) - New Trump Accounts and Education Savings (39:50) - Tax Benefits for Workers: Tips and Overtime (46:31) - Senior Tax Benefits and Auto Loan Interest Deduction (47:57) - Business Tax Provisions: QBI Deduction and Depreciation (52:44) - Energy Credits and Their Phase-Out (56:42) - Political Implications and Conclusion Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect 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 the 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.

In this heartwarming and inspiring episode of Most Memorable Journeys, I sit down with the multi-talented Laura-Stefania Efthimiou—accountant by profession, biophilic designer by passion, and the creative force behind Design With Moss.Laura shares her extraordinary story, from growing up in post-communist Romania after the loss of her father, to watching her mother courageously move to Cyprus to support the family. Her journey of strength, resilience, and reinvention takes us through marriage, relocation to Ireland, life in London, and ultimately finding a new beginning back in Cyprus—where her artistic soul truly came to life.

Randy welcomes Hank Berkowitz, founder of HB Publishing and Marketing, for an insightful conversation on content, communication, and credibility in the accounting profession on Episode 227 of The Unique CPA. With over 25 years of experience helping CPAs and financial advisors amplify their voices, Hank shares practical strategies for building thought leadership, pitching stories to editors, and turning content into a valuable asset. Discover the difference between influencers and true thought leaders, the power of repurposing content, and why authenticity matters more than perfection. If your goal is to publish your first article, write a book, or simply get your ideas heard, this episode is packed with actionable advice and real-world examples to help accounting professionals stand out and make an impact. Get the full show notes and more resources at TheUniqueCPA.com  

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------The climate challenge has become the defining issue's of our era, unlocking trillions of dollars in climate finance and creating an unprecedented opportunity for bold ideas. But how capital is deployed and the types of founders it backs will determine whether we see systemic change or just incremental improvements.That's where Cerulean Ventures comes in.Co-founded by Matthew Stotts, Cerulean is a pre-seed venture capital firm investing in founders applying AI and advanced technologies to build exponential solutions for nature.Rather than chasing status-quo climate investments or one-off moonshots, Cerulean seeks leverage points where software, data, and fintech can radically transform entrenched systems.I recently sat down with Matthew to dive into his journey, Cerulean's unique investment lens, and the transformative startups reshaping everything from agriculture to renewable energy. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you're launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.

If you're in the place where you've been doing your books on your own or you had a bookkeeper or accountant that didn't serve you well, you may be feeling like you're in a mess. This episode is for you! During this conversation with Sarah from T&O Strategic Advisory, you'll get actionable steps that you can take to get your books caught up. Get a FREE MONTH with the Inventory Genius Calculator - https://www.ciarastockeland.com/inventory-genius-calculator Work with Me - https://www.ciarastockeland.com/work-with-meVisit the Bookstore - https://www.ciarastockeland.com/bookstoreSign Up for Free Weekly Tips and Trainings - https://www.ciarastockeland.com/subscribe Connect with the T&O Advisory:Website: https://www.tostrategicadvisory.com/

Learn English collocations for discussing an audit with an accountant. >>> The post BEP 416 – Accounting English: Discussing an Audit (1) first appeared on Business English Pod :: Learn Business English Online.