Podcasts about Accounting

Measurement, processing and communication of financial information about economic entities

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    Dover Download
    Building the Budget: Executive, Finance, Planning, and Welfare in FY2027

    Dover Download

    Play Episode Listen Later Feb 24, 2026 16:14


    In this episode of the Dover Download podcast, Deputy City Manager Christopher Parker chats with Finance Director Dan Lynch, Planning and Community Development Director Donna Benton, and Public Welfare Director Dave Balian about their respective fiscal year 2027 budget presentations. Parker begins with a brief overview of the Executive Department budget, noting it is largely personnel-driven with no major capital costs. Lynch explains that the Finance Department budget is developed with input from division supervisors across Purchasing, Accounting, the City Clerk/Tax Collector, and Assessing offices. He notes that unlike recent years, which saw the implementation of new voting machines and a computer-aided mass appraisal system, FY2027 has no major capital purchases. Benton discusses the Planning Department budget, highlighting a reduction in the Transportation chapter of the Master Plan line item from $100,000 to $40,000 as the department shifts to the Stewardship chapter. She notes her request for an additional building inspector to handle increasing development activity was not included in the proposed budget. Balian outlines the welfare department's five-point approach to budget development, which considers current and historical spending, economic factors, employment trends, and potential legislative cost shifts. He emphasizes that local welfare is state-mandated but funded entirely through local general funds, and that his department has held its budget flat for several years by investing in better case management and partnerships with outside agencies. Listeners can explore all budget presentations on the city's Budget Revealed page at: https://www.dover.nh.gov/government/open-government/budget-revealed/fy2027-budget/.In This Week in Dover History, we look back at "Dover's Black Day" — the catastrophic flood of March 1, 1896, when a 10-hour rainstorm caused the Cochecho River to rise between six and 10 feet. The flood destroyed five bridges, swept buildings from the Central Avenue Bridge into the river, caused over $300,000 in damages, and effectively ended Dover's shipping industry by filling the river with silt and debris.

    The BeautyPro Podcast
    263: Danielle Hayden: Kickstart Accounting Founder, Former Stylist, Nurturer

    The BeautyPro Podcast

    Play Episode Listen Later Feb 23, 2026 50:46


    If you ever feel overwhelmed, stressed out or just can't deal when it comes to money but you 100% know you MUST conquer the fear of it as a business owner, listen to Danielle Hayden, founder of  @Kickstartaccountinginc  and podcast host of Business by the Books. I never felt safer and educated than chatting with her about being a woman in business and I know you will love her! Check it out and tell me what you think!WANT MORE DANIELLE?Subscribe to her podcast: https://podcasts.apple.com/us/podcast/business-by-the-books-with-danielle-hayden/id1574515604Website & Free Resources: www.kickstartaccountinginc.com LOVE THIS EPISODE?Leave Your Ratings, Reviews & Comments on the Podcast! Your feedback allows for more nourishing content and for more on-point education for beauty & barber pros.GET OFFICIAL PODCAST MERCH:Get Official Podcast Hats & Journals: ⁠https://buy.stripe.com/aFa5kDb6v6T0f1U82ffQI0b⁠WANT MORE KRYSTINE?Subscribe to The BeautyPro Podcast on Apple, Spotify & YouTube!APPLE: https://podcasts.apple.com/us/podcast/the-beautypro-podcast/id1700728724SPOTIFY: https://open.spotify.com/show/2km4Md6jjJMb7EyLvf0Huv?si=3f58fcf183e746e0Follow @thebeautyprocoach on Facebook & Instagramhttps://www.fb.com/thebeautyprocoachhttps://www.instagram.com/thebeautyprocoach Want 1:1 Coaching?https://www.thebeautyprocoach.com

    Deans Counsel
    82: Chandra Subramaniam (CSUN) on Being a Student-centric Dean

    Deans Counsel

    Play Episode Listen Later Feb 20, 2026 40:05


    On this episode of Deans Counsel, hosts Jim Ellis and Dave Ikenberry speak with Chandra Subramaniam, Dean of David Nazarian College of Business and Economics at California State University Northridge. He has also served as the Interim Dean, Associate Dean for Students and Programs, Chair of the Department of Accounting, and Professor of Accounting at the University of Texas at Arlington College of Business. As Dean at CSUN, Chandra has focused on making his college's specific and unique demographic successful by developing programs to enhance student skills and experience, find internships, and supporting students financially and academically. He's gained some valuable insights along the way, including:- Students are hardworking but need help with social skills- the importance of integrating CSUN into the LA community at large- Addressing student food and financial insecurities- Introducing students to competition as a tool to gain experience- Identifying threats and opportunities for this demographicLearn more about Chandra Subramaniam.Comments/criticism/suggestions/feedback? We'd love to hear it. Drop us a note.Thanks for listening.--Produced by Joel Davis at Analog Digital Arts--DEANS COUNSEL: A podcast for deans and academic leadership.James Ellis | Moderator | Dean of the Marshall School of Business at the University of Southern California (2007-2019)David Ikenberry | Moderator | Dean of the Leeds School of Business at the University of Colorado-Boulder (2011-2016)Ken Kring | Moderator | Co-Managing Director, Global Education Practice and Senior Client Partner at Korn FerryDeansCounsel.com

    The Bookkeepers' Podcast
    Why Some Bookkeepers Quietly Make More Profit

    The Bookkeepers' Podcast

    Play Episode Listen Later Feb 20, 2026 30:33


    So what's the difference between bookkeepers and an accountants? In this video, we dive deep into the nuances of these two roles, exploring their training, responsibilities, and how technology is blurring the lines. Many people often confuse the two, but understanding their distinct functions can significantly impact your business. Bookkeepers manage daily financial transactions, while accountants focus on compliance and strategic financial planning. As the industry evolves, both roles are becoming increasingly vital, and it's essential to recognise the value each brings to the table. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Why Some Bookkeepers Quietly Make More Profit 00:00:36 - Bookkeeper vs Accountant: Personal Experiences 00:00:52 - The Changing Role of Bookkeepers 00:01:14 - Bookkeeping and Accounting in Practice 00:02:45 - The Perception of Bookkeepers 00:04:02 - Training and Qualifications 00:06:52 - Role and Impact of Bookkeepers 00:08:19 - Identity Crisis: Bookkeeper or Accountant? 00:09:02 - Accounting and Bookkeeping in Business 00:09:41 - The Role of Management Accounting 00:12:24 - The Reality of Advisory and Reporting 00:12:26 - The Influence of Background on Practice 00:15:04 - Personal Experiences in Practice 00:16:18 - The Shift from Practice to Business 00:17:08 - Learning from Failures 00:18:21 - Building Boundaries and Profit 00:18:25 - The Bookkeepers Collective: An Introduction 00:19:11 - Identity Crisis: Bookkeeper or Accountant, Revisited 00:22:22 - Understanding Your Role and Building Confidence 00:25:01 - The Grey Area Between Bookkeeping and Accounting 00:26:40 - The Role of a Bookkeeper in a Team 00:30:05 - Conclusion: Embracing Your Role

    AccountingWEB
    The Progressive Firm Podcast - S2E2: Growth Lessons From Leaders

    AccountingWEB

    Play Episode Listen Later Feb 20, 2026 27:55


    In this special episode, Sam Gooding, Nikki Adams and James Bennett - all of whom are speaking at the Finance, Accounting and Bookkeeping Show (FAB) - discuss some of the lessons learned on their growth journeys.

    Unofficial QuickBooks Accountants Podcast
    Intuit Accountant Suite: Accelerate and Books Close Deep Dive

    Unofficial QuickBooks Accountants Podcast

    Play Episode Listen Later Feb 19, 2026 67:47


    Intuit moved up the pricing deadline for Accountant Suite add-ons to May 1st, which means less time to evaluate whether Books Close and the Accelerate dashboard are worth paying for. Dan DeLong walks Alicia through a live demo of Books Close — including reconciliation from outside the client file, transaction anomaly detection, W-9/1099 management, and the team workflow features — so you can decide if it fits your practice. Fair warning: you can onboard clients into Books Close right now, but you can't offboard them yet.SponsorsFutureView Systems - https://uqb.promo/bezUNC - https://uqb.promo/unc(00:00) - Welcome + Dan DeLong joins the podcast (and the matching shirts) (01:01) - Tax-season chaos & the surprise IAS pricing timeline change (04:57) - Clearing up what's still free vs paid: ProAdvisor portal vs add-ons (05:43) - Accelerate vs Books Close: what each add-on actually does (07:14) - Hands-on with Intuit Accountant Suite: the new dashboard & widgets (10:27) - Accelerate pricing breakdown: $149/month firm-wide (no per-user fee) (16:18) - Books Close vs Books Review (and other tools): who it's for (30:01) - Client “Requests” messaging: asking questions on transactions (32:35) - Game-changer feature: reconciling accounts from Books Close (36:32) - How to Submit Beta Feedback (and What to Ask For) (41:41) - Books Close Transaction Reviews: Attachments, Thresholds & Exclusions (45:50) - Catching Automation Mistakes: Bank Rules & AI Auto-Posted Transactions (48:51) - Unapplied Payments + Other “Coming Soon” Anomaly Checks (55:04) - Pricing Breakdown + The Big Beta Problem: You Can't Offboard Clients (59:54) - Wrap-Up: YouTube Demos, Community Updates, and What's Next LINKSBooks Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/editAlicia's current classes: Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907  Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907  Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe 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 

    Jason Daily
    583 He Sold His Accounting Firm To His Son (And It Actually Worked)

    Jason Daily

    Play Episode Listen Later Feb 19, 2026 39:33


    SaaS Metrics School
    Top Accounting Solutions Used by Software Companies

    SaaS Metrics School

    Play Episode Listen Later Feb 19, 2026 2:31


    In episode #354, Ben shares the results from his 7th Annual SaaS Tech Stack Survey and reveals the top accounting solutions used by software, SaaS, and AI companies today. With participation across 22 software categories, this year's survey highlights both the consistent market leaders and the rise of newer, AI-first ERP platforms. While legacy players continue to dominate, new entrants are gaining meaningful traction. Ben breaks down the “Power Six” accounting platforms and what their market concentration tells us about the current state of financial systems in tech companies. Resources Mentioned 7th Annual SaaS Tech Stack Survey: https://www.thesaascfo.com/surveys/finance-accounting-tech-stack-survey/ Light, sponsor of the core accounting category: https://light.inc/ What You'll Learn The top accounting and ERP systems used by SaaS and AI companies How the “Power Six” now dominate the accounting stack landscape Which newer AI-first ERP platforms are gaining traction How concentrated is the accounting software market among SaaS companies Why accounting system selection matters as companies scale ARR Why It Matters Your accounting system is the foundation of your financial reporting, SaaS metrics, and KPI tracking Poor financial systems limit your ability to calculate ARR, revenue retention, and other recurring revenue metrics As revenue grows, moving from SMB accounting tools to more robust ERP and financial systems becomes critical Investors and auditors expect scalable accounting infrastructure as companies mature Understanding market trends helps founders and CFOs evaluate whether their current financial systems can support growth

    The Millionaire Dentist
    What a Chili Cook-Off Teaches Us About Dental Success

    The Millionaire Dentist

    Play Episode Listen Later Feb 19, 2026 14:01


    What do a secret family chili recipe and a thriving dental practice have in common? More than you'd think. The team at Four Quadrants Advisory takes a break from the spreadsheets for a light-hearted look back at their recent company chili cook-off. But beneath the spice and the sourdough, there's a deeper lesson about business ownership.In this episode, we dive into: Why the diversity in chili flavors mirrors the unique "ingredients" that make every dental practice different—and why you need a clear vision to make yours stand out, navigating the common stressors of practice ownership, from financial strain to the exhaustion of wearing too many hats, why even the best "chefs" in the dental world need coaching and expert advice to refine their results, and more.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

    Owner Occupied with Peter Lohmann
    Managing 360 Doors with No Employees (using AI) with Matt Luke

    Owner Occupied with Peter Lohmann

    Play Episode Listen Later Feb 19, 2026 68:43


    What if you could manage 360+ units with no W2 employees??That's exactly what Matt Luke is doing in Sioux Falls. In this episode, we break down his lean, AI-powered property management model - from AI leasing agent “Serena” to AI maintenance coordinator “Max,” automated workflows in AppFolio and LeadSimple, and a vendor-first partnership strategy that keeps his margins high.00:00 - Intro02:19 - Matt's backstory04:42 - “No employees” explained06:35 - Pre-leasing playbook09:35 - The lean tech stack13:23 - AI leasing agent ‘Serena'15:36 - AI maintenance agent ‘Max'18:00 - Sponsor - Crane23:08 - Owner comms automation26:29 - Accounting without a bookkeeper28:53 - Application screening workflow30:43 - Process philosophy34:02 - AI tools that fell short38:09 - Margins & unit economics40:38 - Delinquency & evictions45:53 - The vendor partnership model50:46 - Touchless move-in52:58 - Inspections at scale55:05 - From property manager to wealth advisor01:03:06 - Pricing, adoption & upsell ideas01:05:42 - Wrap-upWe dig into how he pre-leases units 90 days out, runs daily bank recs without a bookkeeper, automates owner communication, and keeps friction out of the system (his word, not mine).But here's the part that really stood out: Matt doesn't just do property management. He positions himself as a wealth advisor, moving owners from day-to-day oversight into true asset management.Learn more and connect with Matt here: Luke PropertiesLuke Properties on LinkedInLearn more & connect with me here:⁠Crane⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠

    She Thinks Big - Women Entrepreneurs Doing Good in the World
    385 The Invisible Power of Marination with Natalie Hunt

    She Thinks Big - Women Entrepreneurs Doing Good in the World

    Play Episode Listen Later Feb 18, 2026 35:27


    Feeling too overwhelmed to “work on the business” – but you still want things to get easier?Progress doesn't always come from pushing harder. In this episode, we talk about the invisible power of “marination” – how being in the right environment quietly changes what feels normal and doable. You'll hear 10 real ways that marinating inside Peak Freedom helps accountants move faster, including borrowing courage, shifting identity, raising standards, learning faster from other people's wins (and mistakes), getting feedback in hours instead of weeks, and staying even-keeled during tax season.…Link to full shownotes: https://www.businessstrategyforcpas.com/385…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. …

    Dealer Talk With Jen Suzuki
    ELR Isn't Accounting, It's Leadership!

    Dealer Talk With Jen Suzuki

    Play Episode Listen Later Feb 18, 2026 9:00


    If your service managers and advisors can't explain Effective Labor Rate in one sentence, money is leaking out of your shop every single day. In this episode of Dealer Talk with Jen Suzuki, Jen breaks down the most misunderstood yet most powerful performance metric in the service department: ELR (Effective Labor Rate). While advisors often track CSI, gross, and hours per RO, ELR quietly tells the real story of how the shop is performing, how advisors get paid, and how profitable the operation truly is. Jen simplifies what ELR actually is (and what it's not), why it matters more than the posted labor rate, and how everyday advisor behaviors like discounting, incomplete presentations, weak explanations, and missed opportunities directly drag it down. This episode connects the dots between ELR and advisor income, shop absorption, and leadership discipline. Jen also outlines practical coaching strategies for service managers, including daily visibility, advisor-level tracking, role-play, discount accountability, and how to celebrate ELR wins so strong behaviors get repeated. ELR isn't a scary accounting term. It's a performance mirror. If you understand it, you can influence it. If you can influence it, you can control profitability. Dealer Talk with Jen Suzuki Podcast |

    Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
    Episode 159 - From Accidental Accountant to Sustainable Firm Builder - The Woodard Report Podcast

    Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

    Play Episode Listen Later Feb 18, 2026 35:29


    On this episode of the Woodard Report podcast, Heather speaks with Amanda Aguillard about her path from discovering accounting at 16 to building a cloud-based firm, launching the peer-driven Accounting Salon community, and becoming COO at Padgett. They discuss how Padgett helps firms implement standardized systems to reduce decision paralysis and build a business that isn't dependent on the owner.  About Amanda Aguillard, CPA Amanda Aguillard was only 16 years old when she realized she wanted to become a CPA, and she's used that passion to encourage innovation in the industry she loves. That commitment lives on through her work as the Chief Operating Officer of Padgett, one of North America's largest accounting service and business consulting providers. Amanda oversees operational and logistical guidance for the company's network of firms. This includes identifying and incorporating the latest cloud technologies into the Padgett operating model. She also is focused on developing and facilitating the necessary trainings to ensure these platforms and tools are successfully implemented by Padgett firms. Amanda, who is a past Top 50 Women in Accounting, is the author of Xero: A Comprehensive Guide for Accountants and Bookkeepers. She was the Xero Evangelist of the Year in 2016, and used her experience as a Xero Certification instructor to co-found Elefant, a continuing education company for accountants and bookkeepers. She has written numerous articles for industry publications, including the Journal of Accountancy. Prior to joining the executive team at Padgett, she ran Aguillard Accounting LLC, focusing her efforts on providing unparalleled client support service through a cloud-based practice that could be done anywhere in the world. Amanda also is the founder of Accounting Salon, a thinktank of cloud accounting experts, and its virtual offshoot, SALONv. Amanda, who holds a Master's Degree in Taxation from the University of Denver, regularly speaks at state CPA societies and industry technology conferences, including Accountex, AICPA Engage, Scaling New Heights, Clio Cloud Conference and Xerocon. When she's not advocating for her industry, she spends her time cooking for her two children, reading historical fiction and backcountry hiking. Learn more about Amanda Connect with Amanda on LinkedIn Learn more about Padgett Thank you to our show sponsor, Puzzle! Puzzle is the next generation firm: AI-powered, human-led. Puzzle replaces manual QuickBooks workflows with AI-driven books built for review, approval, and audit-ready accountability. Learn more at Puzzle.io. Learn more about the show and our sponsors at Woodard.com/podcast

    Building the Premier Accounting Firm
    Future-Proof Your Firm: Embrace CAS & AI Now w/ Deneen Dias

    Building the Premier Accounting Firm

    Play Episode Listen Later Feb 18, 2026 44:47


    Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Deneen Dias discuss the evolution of accounting, focusing on Client Advisory Services (CAS) and the strategic shift from traditional bookkeeping to high-value advisory. Learn how your firm can embrace technology, particularly AI, to scale operations, enhance client relationships, and drive recurring revenue. In This Episode: 00:00 Welcome & Guest Introduction 02:11 Deneen's Journey into Accounting 04:08 Defining Client Advisory Services (CAS) 08:08 CAS 1.0 vs. CAS 2.0 & Challenges 12:24 Building Confidence in Advisory Roles 16:21 Growth and Pillars of CAS 19:33 Pricing Strategies for CAS 24:34 AI's Role in Advisory Services 27:52 Leveraging Existing AI Tools 33:13 Gratitude and Infinite Ties 34:25 Podcast Summary and Resources 38:39 Final Thoughts and Call to Action Key Takeaways: Define Client Advisory Services (CAS) as moving beyond transactional work to real-time data analysis and strategic client advice. Shift your firm's offerings to value-based CAS, leveraging recurring revenue models to increase profitability. Implement a tiered pricing structure for CAS, such as the "biking, driving, flying" analogy, to guide clients through different service levels. Utilize existing technology platforms to integrate AI for automating transactional tasks and enhancing advisory capabilities. Upskill your team's soft skills and business acumen to confidently deliver CFO and advisory services. Featured Quotes: "Clients are hungry for advisory. They don't want someone to just do their taxes or prepare their financials. They want someone that can talk to them about their business, can talk to them about the numbers." — Deneen Dias "CAS is the fastest growing new revenue source for traditional firms. We've seen audit is flat. Tax has about 5% growth. And CAS, for the firms focusing on it, have 20% to 30% growth." — Deneen Dias "The tech stack that you're using now, build.com, spending a lot of money, bringing a lot of AI… get to know the vendors… Make sure you're taking advantage of all of the new things that they're bringing to you already." — Deneen Dias Behind the Story: Deneen Dias, a leader with 17 years in accounting technology, shares her journey from helping firms adopt cloud accounting in 2008 to co-founding Infinite Ties, a community for CAS professionals. Her deep experience highlights the accounting profession's ongoing evolution, emphasizing the current push towards advisory services and the integration of AI. She provides practical strategies for firms to overcome resistance to change, package new services, and build confidence within their teams. 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: Check out Infinite Ties, a thriving membership community built exclusively for CAS professionals who are shaping the future of advisory services.   Are you ready for a change, both personally and professionally?  Then accept and participate in the Accountrepreneurs Challenge.  This is a FREE opportunity to apply best practices and make this the best year yet in your career.   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  

    WSJ Tech News Briefing
    AI Boom Creates Blind Spot in Big Tech Accounting

    WSJ Tech News Briefing

    Play Episode Listen Later Feb 17, 2026 13:27


    AI experimentation in the workplace is now showing tangible effects, from productivity gains to layoffs. Erik Brynjolfsson, a professor at Stanford's Institute for Human-Centered AI and cofounder of Workhelix, recently spoke with the WSJ Leadership Institute's Wendy Bounds at the WSJ Technology Council Summit. They discussed AI's influence on the labor market. Plus, WSJ Heard on the Street columnist Jonathan Weil says the AI boom is making it more challenging to analyze tech companies' earnings due to unclear depreciation expenses. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Forrager Podcast for Cottage Food Businesses
    Lauren “Lolly” Anderson with Lolly’s Home Kitchen

    The Forrager Podcast for Cottage Food Businesses

    Play Episode Listen Later Feb 17, 2026 57:36


    Lolly Anderson of Sioux Falls, SD shares how cookies literally changed her life and led her to build a successful cottage food bakery and a digital product business that has done over $1M in salesGet full show notes and transcript here: https://forrager.com/podcast/161

    Top Floor
    231 | Accounting for Taste

    Top Floor

    Play Episode Listen Later Feb 17, 2026 42:44


    Travis Burns is Executive Vice President of Business Development at Remington Hospitality, where he's helping scale the company's third-party management platform. A former aerospace professional turned hotelier, he walked into the Hyatt Regency Tulsa Downtown asking for any job, and built a career spanning sales, operations, and investment strategy. In this episode, he unpacks profit over prestige, luxury's lift, and gut-driven growth. • Why GOPPAR matters more than RevPAR • How to win the GOP war—even if you lose the STR report battle • What your business mix really costs you (and why it matters) • How to know when saying yes is a trap • The intuition advantage in a world drowning in data • Why being first isn't always best in hotel innovation • The real driver behind luxury's post-COVID surge • Why great luxury GMs still have to obsess over labor and cost control • Why new capital—not institutions—may drive 2026 transactions • The one change Travis would make to the industry overnight *** Our Top Three Takeaways Revenue Without Profit Is a Mirage One of the clearest themes in this conversation is Travis's insistence that top-line performance is meaningless without margin discipline. He pushes owners and operators to look beyond RevPAR and focus on GOPPAR, emphasizing that not all revenue is created equal once costs are accounted for. The real work, he argues, is understanding *how* revenue is generated and being willing to sacrifice headline wins in favor of long-term profitability. The K-Shaped Recovery Is Reshaping Hotel Strategy Travis offers a grounded explanation for why luxury and upper-upscale hotels continue to outperform other segments. It's not that affluent travelers are price-insensitive; it's that post-COVID travelers are taking fewer trips and assigning more value to each one. When travel becomes part of the story rather than just a place to sleep, guests are willing to pay more, as long as luxury remains distinctive and doesn't slide into sameness. Say Yes, but Know When and Why On careers and leadership, Travis reframes the familiar advice to "say yes" with an important caveat: every investment of time and effort should come with an exit strategy. Early-career hustle only works when it leads somewhere, whether that's growth, learning, or the next opportunity. Without a clear payoff, ambition turns into exploitation, and knowing the difference is a critical leadership skill. Travis Burns on LinkedIn https://www.linkedin.com/in/travis-burns/ Remington Hospitality https://www.remingtonhospitality.com/ Cayuga Hospitality Consultants https://cayugahospitality.com/ Hive Marketing https://www.hive-marketing.com/ ***Ad Giveaway*** Enter here! https://www.topfloorpodcast.com/win Other Episodes You May Like:  212: Hotel Meth Takedown with Debbie Feldman https://www.topfloorpodcast.com/episode/212 181: Smoky Light Pole with Tommy Beyer https://www.topfloorpodcast.com/episode/181 107: Trash Can Fire with Tracy Prigmore https://www.topfloorpodcast.com/episode/107

    21 Hats Podcast
    Hot Seat: Three Owners, No Easy Answers

    21 Hats Podcast

    Play Episode Listen Later Feb 17, 2026 52:47


    Sometimes the best conversations start with a simple question—and then another, and another. This week, we put Kate Morgan, Jaci Russo, and Ted Wolf in the hot seat and fire away: Are you hiring? Are you finding impressive job candidates? What was the worst job you ever had—and did you learn anything from it? Have you bought crypto? If you had $10,000 a month to spend on marketing, where would it go? Should a marketing agency ever turn its marketing over to another marketing agency? What's holding you back? What's the simplest thing you've never quite figured out how to do?None of these are trick questions, but they don't necessarily have easy answers. Kate admits she's never opened her accounting software. Jaci says one of the best things that ever happened to her was getting fired. Ted recounts losing 40 percent of his company's revenue in a single weekend. Running a business means living with trade-offs, uncertainty, and the occasional punch to the gut. As Jaci reminds us, it usually works out—one way or another. But that doesn't mean the answers are simple when you're in the middle of it.

    NJCPA IssuesWatch Podcast
    344: A&A Update with Matt Charne – 2/17/26

    NJCPA IssuesWatch Podcast

    Play Episode Listen Later Feb 17, 2026 18:01


    FASB issued an Accounting Standards Update that makes improvements to hedge accounting. Get an overview of the changes. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:FASB ASU 2025-09: Derivatives and Hedging (Topic 815) Hedge Accounting ImprovementsAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

    Cloud Accounting Podcast
    The Best & Worst Firms in Accounting with Dom Piscopo

    Cloud Accounting Podcast

    Play Episode Listen Later Feb 16, 2026 60:28


    Which accounting firms really deliver sane hours and happy teams? Dom Piscopo (Big Four Transparency) reveals this year's best—and worst—by job satisfaction and hours, including surprising outliers. Blake and David also unpack how AI startups are carving up PwC-style services, why Hazel AI rattled wealth managers and Intuit/Xero stocks, and where GLs still hold a moat. Plus, a practical way to use AI for W‑4/withholding—and an accountant's take on Carvana's too-good-to-be-true margins.SponsorsOnPay - http://accountingpodcast.promo/onpayUNC - http://accountingpodcast.promo/uncFutureViews System - http://accountingpodcast.promo/bezChapters(01:19) - Pets, Candy, Jewelry & Prefixed Dinners: Where the Money Goes (03:14) - Live Chat Shoutouts + Today's Guest Tease: Big Four Transparency (05:53) - Yours, Mine & Ours: How Couples Split (or Merge) Money (08:56) - Financial Secrets vs. “Cheating”: The Bankrate Survey Findings (11:01) - Meet Dom Piscopo + 2025 Best/Worst Firms by Job Satisfaction (15:43) - How the Rankings Work: Sample Size, Methodology & Office Variance (19:28) - Service Lines Compared: Tax vs Audit vs Advisory Satisfaction Trends (22:28) - Hours Worked Rankings + Do Hours Actually Drive Happiness? (25:04) - Where the Big Four Land: Satisfaction & Hours Benchmarks (26:51) - AI Disruption Debate: “Every PWC Webpage Is a $10B Startup” Tweet (28:47) - AI Startups vs QuickBooks: The SaaS Attack Cycle Restarts (29:55) - Hazel AI Shakes Wealth Management: Tax Planning at Scale (32:19) - Consumers Trust AI Money Advice + A Withholding/W-4 Use Case (35:11) - “Good Enough” AI: How Firms Can Productize & Review AI Work (36:38) - What Humans Still Do: Taste, Comfort, and Serving the Underserved (41:51) - Intuit & Xero Stocks Drop: CEOs Defend the Data-and-Trust Moat (45:11) - TurboTax Disruption? Building Tax Engines with AI Agents (46:52) - Vibe Coding Reality Check: Small Tools Now, ERPs Much Later (51:32) - Carvana Accounting Red Flags: When Margins Don't Add Up (56:04) - Wrap-Up: Big Four Transparency + CPE Credits via Earmark  Show NotesValentine's Day Spending Expected to Reach New Records https://nrf.com/media-center/press-releases/valentine-s-day-spending-expected-to-reach-new-records Survey: Most Couples Keep At Least Some Of Their Money Separate https://www.bankrate.com/credit-cards/news/couples-finances/ Survey: 2 In 5 Americans In A Relationship Have Kept A Financial Secret From Their Partner https://www.bankrate.com/credit-cards/news/financial-infidelity-survey-2025/ AI Tax App Crashes Financial Stocks on Wall Street https://cpatrendlines.com/2026/02/10/ai-tax-app-crashes-financial-stocks-on-wall-street/ Americans Are Asking AI for Money Advice, But Should They Trust It? https://www.bestmoney.com/financial-advisor/learn-more/do-americans-trust-fin-ai 82% trust AI for financial information and guidance https://www.accountingtoday.com/news/82-trust-ai-for-financial-information-and-guidance Intuit Is Down 33% Year to Date. Here's Where the Stock Could Be Headed in 2026 https://www.tikr.com/blog/intuit-is-down-33-year-to-date-heres-where-the-stock-could-be-headed-in-2028 Intuit Stock Is Down 24% Already In 2026. Time to Buy? https://www.fool.com/investing/2026/01/30/intuit-stock-is-down-24-already-in-2026-time-to-bu/ Xero (ASX:XRO) Shares Crash 13% in Tech Selloff—Broker Urges Hold https://kalkine.com.au/news/technology/xero-asxxro-shares-crash-13-in-tech-selloffbroker-urges-hold Xero share price slides 14% in a week — what to watch next for ASX:XRO https://ts2.tech/en/xero-share-price-slides-14-in-a-week-what-to-watch-next-for-asxxro/ I've tested and ranked the 10 best vibe coding tools in 2026 https://www.techradar.com/pro/best-vibe-coding-tools Your Complete Guide To Vibe Coding Tools In 2026: Build Apps Just By Talking To AI https://softtechhub.us/2026/02/11/guide-to-vibe-coding/ AI startup Replit launches feature to vibe code mobile apps https://www.cnbc.com/2026/01/15/ai-startup-replit-launches-feature-to-vibe-code-mobile-apps.html Vibe coding - Wikipedia https://en.wikipedia.org/wiki/Vibe_coding What's actually driving Carvana's margins? https://www.cfo.com/news/whats-actually-driving-carvana-margins-ernie-garcia-drivetime-bridgecrest-zach-shefska-ray-shefska-/810911/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 sponsori...

    Federal Tax Updates
    "Hang Up and Call Back" — NAEA President Jennifer MacMillan on This Year's Filing Season

    Federal Tax Updates

    Play Episode Listen Later Feb 16, 2026 52:53


    NAEA President Jennifer MacMillan joins Roger and Annie to talk about what she's hearing from enrolled agents on the front lines this tax season — including an IRS that's putting undertrained staff on the phones, backlogs that aren't getting resolved, and one practitioner who made 25 calls on a single issue without ever getting an answer. They also dig into the bipartisan push for minimum preparer standards, NAEA's win on Oregon licensing, and why Jennifer thinks managing client expectations around social security, tips, and overtime is going to be one of the biggest challenges of the season.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - Welcome to Federal Tax Updates (03:55) - Jennifer's Journey (05:55) - Selling a Tax Practice the Smart Way: Timing, Systems, and Profitability (08:36) - What NAEA Offers: Community Support, Web Board, and Member Resources (09:54) - IRS Service Breakdown: Phone Lines, Staffing Losses, and Backlog Reality (12:43) - Real-World IRS Call Horror Stories: POA Issues, Callbacks, and TAS Limits (15:09) - Returns & Refunds: E-File Works—But Humans and Paper Still Slow Everything (16:34) - Managing Client Expectations in a Misinformation Tax Year (20:32) - Pricing Your Expertise: Value Billing, Fee Schedules, and Getting Paid for Knowledge (26:30) - Why Community Matters + The Accounting Today Webinar Recap (28:43) - Tax season prep: new laws, IRS notices & online accounts (30:59) - DC advocacy + NAEA Fly-In (May 5–6): what to expect (32:05) - Minimum standards for paid preparers: the bipartisan push (34:50) - Why regulation matters: tax gap, weak enforcement & bad actors (41:18) - State battles: Oregon licensing surprise + Minnesota win (48:09) - Join NAEA: member benefits, volunteering & community (51:07) - Wrap-up: upcoming topics and tax-season sendoff 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.

    Accounting Today Podcast
    Trends in accounting education

    Accounting Today Podcast

    Play Episode Listen Later Feb 16, 2026 34:47


    Accounting education and educators aren't immune to the challenges that are sweeping the profession, says Yvonne Hinson, president of the American Accounting Association, and they're making changes to address them.

    education accounting american accounting association
    the unconventional attorney
    Big Bird Accounting Hit $100k!

    the unconventional attorney

    Play Episode Listen Later Feb 13, 2026 1:04


    Big Bird Accounting Hit $100k! U.S. law firm owner doing $300k–$2M/year? Get a free Law Firm Profit & Tax Checkup where I review your books and tax setup and highlight a few ways similar firms are keeping more of what they earn. Book your checkup here: https://bigbirdaccounting.com

    ProMarketer's Podcast
    Get More Accounting Clients With An Effective Sales Funnel

    ProMarketer's Podcast

    Play Episode Listen Later Feb 13, 2026 55:10


    Wondering why it feels so hard to get more accounting clients consistently?   You don't have a sales problem.   You have a pipeline problem.   In this episode of the ProMarketer Podcast, TaxProMarketer CEO Christian Jones and Director of Sales Noah Jenks break down where most firms lose leads… and what an effective sales funnel actually looks like for accounting firms. They explain the structure and automation you need to stop losing opportunities and focus your time on better-fit clients.   If you want to get more accounting clients, this episode lays out the framework that makes growth predictable instead of random (without adding work to your plate).

    Blue-Collar BS
    Shoebox Accounting & Other Bullsh*t That's Costing You

    Blue-Collar BS

    Play Episode Listen Later Feb 13, 2026 25:50 Transcription Available


    Too many trades and construction business owners ignore their accounting until tax season hits, then spend days manually entering receipts from shoeboxes instead of using technology that does it automatically. We tackle the business operations side that gets pushed aside when you're busy doing the work that actually gets you paid. Steve reveals his manual QuickBooks process while Brad walks through why people fail to pay themselves properly, the three different rates you should be charging as owner-operator-CEO, and how to stop leaving money on the table with bad estimating. We explore tactics for building overhead into quotes without overcomplicating the math, why technology like receipt scanning apps can save days of work, and how understanding your customer's busy season changes your sales follow-up game completely.Highlights:HighlightsWhy paying yourself only after everything else is taken care of means you're getting a fraction of what you're worth instead of paying yourself first.How to calculate what you actually need to charge by separating your field labor hours from your CEO hours from your ownership compensationWhy most jobs are quoted wrong because overhead and profitability aren't properly estimated into the numbers.The garage door company example where tactical empathy in follow-up messaging closed the deal after understanding their busy season.Why seven touches before giving up beats three attempts, but only if you change your approach when the message isn't landing.Subscribe to Blue Collar BS for practical advice on running your business better. If you're still using shoeboxes and spreadsheets to track your money, this episode is for you.Get in touch with us:Check out the Blue Collar BS website.Steve Doyle:WebsiteLinkedInEmailBrad Herda:WebsiteLinkedInEmailThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrpOP3 - https://op3.dev/privacy

    The Millionaire Dentist
    The DSO Talent War & The Profitability Gap

    The Millionaire Dentist

    Play Episode Listen Later Feb 13, 2026 15:08


    Casey Hiers and Jarrod Bridgeman tackle the growing influence of Dental Service Organizations (DSOs), specifically their aggressive new recruiting tactics. From signing bonuses offered directly on hygiene school campuses to the shrinking talent pool for private practices, Casey and Jarrod discuss what this means for your hiring strategy.Beyond staffing, the conversation shifts to the critical "Clinical vs. Business" divide, highlighting how even the most skilled clinicians often struggle to master the complexities of practice ownership. Casey and Jarrod explore the hidden leaks—such as poor tax management and unoptimized insurance adjustments—that cause high-production practices to leave significant income on the table.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

    Accounting Best Practices with Steve Bragg
    ABP #390 - Accounting for Sports Complexes

    Accounting Best Practices with Steve Bragg

    Play Episode Listen Later Feb 12, 2026 8:06


    The intricacies of accounting for sports complexes.

    Little Left of Center Podcast
    Women's Beauty Bills Belong on Payroll with Eleanor Beaton

    Little Left of Center Podcast

    Play Episode Listen Later Feb 12, 2026 45:01


    Should women demand employers to pay MORE to cover their beauty costs? Women are paying out of pocket to be seen as credible, competent, and professional at work. Hair. Skin. Clothes. Time. Money. Face lifts. All of it. Not to mention the societal expectation that women should remain youthful, polished, and "camera-ready" especially when in a visible position whether it's in leadership, on stage, or otherwise. Spicy, right?In this episode, I sit down with Eleanor Beaton, powerhouse CEO and founder of Safi Media, to talk about why these costs are not vapid vanity, but part of the infrastructure of expectation and what is required to stay relevant, and why pretending otherwise keeps women underpaid and exhausted.Listen, I pushed back HARD on how outrageous this idea is - but also, WHAT IF it could be a way forward for us as women? We chat about the economics of beauty standards, ageism in the workplace, and why professional women are stuck absorbing costs, financial and emotional, just to appear relevant and polished.Eleanor peels back the curtain on why grooming, wardrobe upgrades, and even the ruthless battle against gray hair aren't just personal choices, they're part of a larger social infrastructure expected from women in high-visibility roles. We get real about the financial toll (think: $20,000+ a year!) and the invisible expectations that men just don't face. If you're an entrepreneur, founder, or ambitious woman in a corporate setting, you'll learn why it's time to stop treating these “upkeep” expenses as shameful and start seeing them as legitimate business investments.We also talk about negotiating for the true cost of visibility, dismantling patriarchal narratives, finding the right communities for support and strategic advice, and why transparency and discernment are superpowers for the next generation of female leaders. This episode isn't just a conversation, it's an invitation to step up, get strategic, and redefine what it means to show up powerfully in a culture that's overdue for a change.We talk about:The hidden costs of female professional visibilitySocietal beauty standards and agingThe gender wage gap and structural imbalancesNegotiating compensation as infrastructureEmotional impact of relevance and confidenceThe power of networks and access to informationDiscernment in choosing professional communitiesTimestamps:00:00 Choosing Gray: A Personal Choice03:11 Blind Spots and Relevance08:16 Beauty Expenses and Tax Challenges10:32 Accounting for Appearance Costs13:03 Gender Stereotypes and Ageism Debate19:07 Negotiating Workplace Costs20:47 Negotiation Tips for Employment Logistics26:24 Confident Women in Daily Life29:36 Empowering Women Entrepreneurs33:29 Structuring Success for Entrepreneurs35:18 Discernment and Evolving StandardsPrefer watching on YouTube? https://youtu.be/crrVBwgUfSo—---------------------------------------------------------To Connect With Eleanor:LinkedIn: https://www.linkedin.com/in/eleanorbeaton/Instagram:https://www.instagram.com/eleanorbeaton/Website: https://eleanorbeaton.com/To Connect With Me:Instagram: https://www.instagram.com/allison__hareLinkedIn: https://www.linkedin.com/in/allisonhare/Website: https://allisonhare.comBook a free clarity call with Allison: https://allisonhare.com/freecall Be sure to rate, review, and follow this podcast on your player and also, connect with me IRL for more goodness and life-changing stuff.Schedule a FREE podcast clarity call with me - Your future audience is out there. Talk to them!Sign up for the free weekly emailAllisonHare.comFollow me on Instagram, LinkedIn, Facebook, and YouTube.DOWNLOAD the free podcast equipment guide- No guesswork, no google rabbit holes, start recording todayReb3l Dance Fitness - Try it at home! Free month with this link.Feedback and Contact:: allison@allisonhare.com

    Unofficial QuickBooks Accountants Podcast
    Deep Dive: Let's Make Sales Tax Less Taxing

    Unofficial QuickBooks Accountants Podcast

    Play Episode Listen Later Feb 12, 2026 31:11


    Sales tax in QuickBooks Online is powerful — it tracks rates, recognizes tax holidays, and even handles economic nexus — but one wrong checkbox or a hidden shipping field can throw everything off. Alicia Katz Pollock breaks down the full sales tax workflow from setup to payment, revealing the three settings that have to line up perfectly and the common mistakes she finds in almost every year-end cleanup.SponsorsFutureView Systems - https://uqb.promo/bezUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:45) - Setting Up Sales Tax in QuickBooks Online (01:36) - Understanding Sales Tax Liabilities (05:27) - Configuring Products and Services for Sales Tax (08:40) - Managing Customer Sales Tax Settings (11:21) - Sales Tax Rate (17:58) - Using the Sales Tax Center (23:18) - Reconciling and Adjusting Sales Tax Payments (25:22) - Handling Uncollectible Invoices and Special Cases (26:57) - Third-Party Apps for Complex Sales Tax Needs (27:27) - Conclusion and Further Learning Resources LINKSAlicia's Sales Tax in QBO Course: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEWe 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 

    Datacenter Technical Deep Dives
    FinOps - What It Is & Why It Matters

    Datacenter Technical Deep Dives

    Play Episode Listen Later Feb 12, 2026


    Join us as Peter explores the core principles and practices of FinOps that help organizations optimize cloud spend without slowing innovation. Peter walks through what FinOps really is, why it matters beyond just cost cutting, and how engineers can collaborate effectively with finance teams to design cost-aware architectures. You'll learn about the three phases of FinOps (Inform, Optimize, Operate), how to get leadership buy-in for cloud initiatives, and practical strategies for managing cloud costs from the architecture phase through operations. This episode covers real-world scenarios from hybrid cloud cost tracking to building cost models before migrations, and explains how FinOps fits into your existing team structure regardless of organization size. Timestamps 0:00 Welcome & Introduction 6:10 Peter's Background & Journey to FinOps 10:45 What is FinOps? 16:32 The Three Phases: Inform, Optimize, Operate 22:18 Getting Leadership Buy-In 28:45 Cost-Aware Architecture Design 34:20 Hybrid Cloud & On-Prem Cost Tracking 40:15 FinOps Team Structure & Roles 46:30 Tools & Platforms Discussion 52:14 Accounting & Finance Collaboration 54:13 Starting FinOps Before Cloud Migration 57:17 FinOps for Small Teams & DBAs 1:00:13 Wrap-up & Resources How to find Peter: https://www.linkedin.com/in/petercrenshaw/ Links from the show: https://finops.org https://finopsweekly.com https://thefrugalarchitect.com

    Cloud Accounting Podcast
    The Most Famous Accountant In The World Is A DJ

    Cloud Accounting Podcast

    Play Episode Listen Later Feb 11, 2026 54:33


    What happens when AI starts cutting audit bills? Blake and David unpack KPMG's push for a 14% fee cut from Grant Thornton, Botkeeper's shutdown versus Pilot's “AI accountant,” and how agents like Claude are already doing real client work. You'll hear why entry-level roles are vanishing, what tax pros need to know about the IRS's new e-payment push and Tax Pro Account upgrades, plus a fun detour: DJ John Summit's Tax Day album.SponsorsUNC - http://accountingpodcast.promo/uncOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - KPMG's AI-Driven Audit Fee Reduction (00:28) - Welcome to the Accounting Podcast (00:53) - Blake's First Time at the Waste Management Open (02:00) - John Summit: From Accountant to DJ Superstar (04:39) - John Summit's Accounting-Themed Album (09:44) - Earmark CPE: Easy CPE Credits for Accountants (12:34) - The Rise and Fall of AI Bookkeeping Startups (24:48) - Pilot's Autonomous AI Accountant (26:50) - Partnering with Accounting Firms (29:59) - AI in Bookkeeping and Accounting (33:33) - Impact of AI on Accounting Jobs (40:27) - Trump's $10 Billion Lawsuit Against the IRS (44:40) - IRS Updates and Tax Pro Accounts (49:53) - KPMG's AI Acquisition (51:14) - Airlines Save Millions with Weight Loss Drugs (52:58) - Conclusion and CPE Information  Show NotesKPMG pressed its auditor to pass on AI cost savings https://www.irishtimes.com/business/2026/02/06/kpmg-pressed-its-auditor-to-pass-on-ai-cost-savings/Botkeeper is Closing Its Doors https://www.cpapracticeadvisor.com/2026/02/09/botkeeper-is-closing-its-doors/177677/Botkeeper shuts down https://www.accountingtoday.com/news/botkeeper-shuts-downAnthropic AI Tool Sparks Selloff From Software to Broader Market https://www.bloomberg.com/news/articles/2026-02-03/legal-software-stocks-plunge-as-anthropic-releases-new-ai-toolAI fears pummel software stocks: Is it 'illogical' panic or a SaaS apocalypse? https://www.cnbc.com/2026/02/06/ai-anthropic-tools-saas-software-stocks-selloff.htmlPilot launches fully autonomous AI bookkeeper https://www.accountingtoday.com/news/pilot-launches-fully-autonomous-ai-bookkeeperPilot Rolls Out Fully Autonomous AI Accountant https://www.cpapracticeadvisor.com/2026/02/04/pilot-rolls-out-fully-autonomous-ai-accountant/177453/Pilot Unveils AI Accountant https://pilot.com/blog/pilot-unveils-ai-accountant-a-major-leap-toward-artificial-general-intelligence-in-accountingStartup Accrual Officially Launches with $75M in Funding to Bring AI-Native Automation to Accountinghttps://www.cpapracticeadvisor.com/2026/02/05/startup-accrual-officially-launches-with-75m-in-funding-to-bring-ai-native-automation-to-accounting/177600/Tax platform Accrual launches with AI automation support for all forms https://www.accountingtoday.com/news/tax-platform-accrual-launches-with-ai-automation-support-for-all-formsAccrual Launches with $75 Million to Bring AI-Native Automation to Accountinghttps://www.businesswire.com/news/home/20260205968515/en/Accrual-Launches-with-$75-Million-to-Bring-AI-Native-Automation-to-AccountingGoldman Sachs leads $75 million funding round for Fieldguide, an AI-native accounting and audit platformhttps://fortune.com/2026/02/02/goldman-sachs-fieldguide-accounting-cpa-ai-software-platform-venture-capital/Fieldguide Raises $75M Series C Round to Boost Audit and Advisory Firms' Agentic AI Capabilitieshttps://www.cpapracticeadvisor.com/2026/02/02/fieldguide-raises-75m-series-c-round-to-boost-audit-and-advisory-firms-agentic-ai-capabilities/177323/Fieldguide Raises $75M Series C from Goldman Sachs to Help Audit and Advisory Firms Grow with Agentic AIhttps://www.globenewswire.com/news-release/2026/02/04/3232133/0/en/Pilot-Unveils-AI-Accountant-A-Major-Leap-Toward-Artificial-General-Intelligence-in-Accounting.htmlTrump, two sons, Trump Org sue IRS, Treasury for $10 billion over tax records leak https://www.cnbc.com/2026/01/29/trump-sues-irs-and-treasury-for-10-billion-over-leak-of-tax-records.htmlTrump sues IRS and Treasury Department for $10 billion over leaked tax records https://www.nbcnews.com/politics/donald-trump/trump-sues-irs-treasury-department-10-billion-leaked-tax-records-rcna256626Trump Sues Treasury and IRS for $10 Billion Over Tax Data Leak https://www.taxnotes.com/featured-news/trump-sues-treasury-and-irs-10-billion-over-tax-data-leak/2026/01/30/7txmzKPMG Brings Aboard AI Development Platform PrivateBlok https://www.cpapracticeadvisor.com/2026/02/09/kpmg-adds-ai-development-platform-privateblok/177729/KPMG acquires PrivateBlok, team will support AI developments https://www.accountingtoday.com/news/kpmg-acquires-privateblok-team-will-support-ai-developmentsKPMG Bolsters AI Product Development Function...

    She Thinks Big - Women Entrepreneurs Doing Good in the World
    384 How I Stopped Working Out of My Inbox After 20 Years, with Lori Yearwood, CPA

    She Thinks Big - Women Entrepreneurs Doing Good in the World

    Play Episode Listen Later Feb 11, 2026 34:14


    Still running your firm out of your Inbox?In this episode, a CPA who spent 20 years living in her Inbox shares how she got down to Inbox Zero, shredded the paper piles, stopped the late-night deadline sprints, and finally knew what to work on next.You'll hear exactly how Simple Systems, Free Time works in real life, why it feels slightly terrifying at first, and how it quietly frees up hours without perfection, new tech, or heroics.Lori's email:lori.yearwood@zealaccounting.com…Link to full shownotes: https://www.businessstrategyforcpas.com/384…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. …

    Oh My Fraud
    IT Headhunting with the Enemy

    Oh My Fraud

    Play Episode Listen Later Feb 11, 2026 49:34


    A woman caring for her ailing mother is drawn into a North Korean scheme to infiltrate American companies.SponsorsUNC - http://accountingpodcast.promo/unc 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 CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/

    The Future of ERP
    Episode 81: AI-Powered ERP Support: Invisible, Proactive and Accelerated

    The Future of ERP

    Play Episode Listen Later Feb 11, 2026 23:45


    Imagine ERP systems that spot cyber threats before they strike, using AI to predict outages and banish reactive support forever. How close are we to invisible, proactive defense that keeps businesses unbreakable? Dive into the future where data and smarts outpace chaos.=====In this compelling episode of the Future of ERP podcast, SAP's Jens Bernotat, head of strategy, portfolio, and ecosystem management for SAP Support, shares transformative insights on evolving ERP customer support. He outlines a future where support becomes invisible through prevention, hyper-proactive with deep customer data insights, and accelerated by AI-driven recommendations. Jens emphasizes data's starring role in pattern detection via AI analytics, addresses change management for teams shifting from routine tickets to complex missions and AI curation, and reveals key KPIs like customer effort scores and health metrics. Practical advice includes starting with quick-win AI use cases, fostering team experimentation, and crafting transformation roadmaps. Listen now and rethink what ERP can do for your organization!⁠⁠⁠⁠Download Episode Transcript⁠⁠⁠⁠Useful Links: ⁠SAP Cloud ERP⁠Follow Us on Social Media!SAP S/4HANA Cloud ERP: LinkedIn=====Guest: Jens Bernotat, Head of Strategy, Portfolio and Ecosystem Management, SAP Customer Support at SAPJens joined SAP in 2007 as Vice President in the Corporate Strategy Group. Here, he has guided high impact programs with a focus on maintenance and support strategy, portfolio and commercial design. From 2011, Jens was driving strategy for Maintenance Go-To-Market, where he designed commercial transformation programs to the Cloud and new support offerings.Since 2017, Jens is driving SAP's maintenance and support strategy, orchestrating maintenance phases, end dates and the portfolio of support offerings. Jens also leads Ecosystem management, defining the setup of how partners deliver support to our customers.Host 1: Richard Howells, SAPRichard Howells has been working in the Supply Chain Management and Manufacturing space for over 30 years. He is responsible for driving the thought leadership and awareness of SAP's ERP, Finance, and Supply Chain solutions and is an active writer, podcaster, and thought leader on the topics of supply chain, Industry 4.0, digitization, and sustainability.Follow Richard Howell on ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ and ⁠⁠⁠⁠X⁠⁠⁠⁠Host 2: Oyku Ilgar, SAPOyku Ilgar is a marketer and thought leader specializing in SAP's digital supply chain and ERP solutions since 2017. As a marketer, blogger, and podcaster, she creates engaging content that highlights innovative SAP technologies and explores key topics including business trends, AI, Industry 4.0, and sustainability.She holds dual bachelor's degrees in Finance & Accounting and English Translation, along with a master's degree in Business Administration and Foreign Trade, specializing in marketing. With her background in digital transformation, Oyku communicates technology trends and industry insights to help professionals navigate the evolving business landscape.Oyku's ⁠LinkedIn⁠ and ⁠SAP Community⁠=====Key Topics: ERP support, proactive support, AI analytics, customer health, data patterns, change management, Black Friday uptime, support automation, ERP transformation, cyber prevention

    the unconventional attorney
    Law Firm Accounting - Advanced Client Costs vs Overhead.

    the unconventional attorney

    Play Episode Listen Later Feb 10, 2026 1:30


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

    This Queer Book Saved My Life!
    The Prince of Los Cocuyos with Karsten Vagner and Richard Blanco

    This Queer Book Saved My Life!

    Play Episode Listen Later Feb 10, 2026 50:30


    This question has followed me around my whole life: where do I come from?Today we meet Karsten Vagner and we're talking about the queer book that saved his life: The Prince of Los Cocuyos by Richard Blanco. And Richard joins us for the conversation!Karsten Vagner was born in Bogotá, Colombia and grew up outside of New York City. He has worked in tech startups for the past 20 years, and has been awarded for his leadership, including for being a notable LGBTQ executive in New York. He has worked on community building projects with the New York City Council, was one of the first organizers with Swing Left after the 2016 election, and has been a volunteer at the Lesbian, Gay, Bisexual and Transgender Community Center in New York City. Karsten lives with his husband and daughter in Greenwich, Connecticut, where he has held elected office and is an organizer of the town's annual Pride celebration.Richard Blanco was the youngest and first Latinx, immigrant, and gay poet to serve as the fifth Presidential Inaugural Poet in US History as awarded by President Barrack Obama. Originally born in Madrid, to Cuban Exile parents, Richard was raised in Miami in a working-class family. His writing explores cultural identity, place, and belonging. He is the author of several poetry collections, including his most recent Homeland of My Body. He has written two memoirs, including The Prince of Los Cocuyos. He serves as Education Ambassador for The Academy of American Poets and is an Associate Professor at Florida International University. He has received numerous awards, including a Lambda Literary Award, and in 2023, President Biden awarded him the National Humanities Medal.Connect with Karsten and RichardKarsten's instagram: @gaysingreenwichRichards's website: richard-blanco.comOur BookshopVisit our Bookshop for new releases, current bestsellers, banned books, critically acclaimed LGBTQ books, or peruse the books featured on our podcasts: bookshop.org/shop/thisqueerbookBuy your copy of The Prince of Los Cocuyos here: https://bookshop.org/a/82376/9780062313775Become an Associate Producer!Become an Associate Producer of our podcast through a $20/month sponsorship on Patreon! A professionally recognized credit, you can gain access to Associate Producer meetings to help guide our podcast into the future! Get started today: patreon.com/thisqueerbookCreditsHost/Founder: John ParkerExecutive Producer: Jim PoundsAssociate Producers: Archie Arnold, K Jason Bryan and David Rephan, Bob Bush, Natalie Cruz, Troy Ford, Jonathan Fried, Joe Perazzo, Bill Shay, Sean Smith, and Karsten VagnerPatreon Subscribers: Stephen D., Terry D., Stephen Flamm, Ida Göteburg, Thomas Michna, Sofia Nerman, and Gary Nygaard.Creative and Accounting support provided by: Gordy EricksonQuatrefoil LibraryQuatrefoil has created a curated lending library made up of the books featured on our podcast! If you can't buy these books, then borrow them! Link: https://libbyapp.com/library/quatrefoil/curated-1404336/page-1Support the show

    Art of Boring
    Accounting Shenanigans and the Pursuit of Economic Truth | EP 209

    Art of Boring

    Play Episode Listen Later Feb 10, 2026 25:10


    Equity analyst Alex Romaines joins the podcast to unpack "accounting shenanigans" and why getting from reported numbers to the economic truth of a business is so critical for long-term investors. Drawing on forensic accounting frameworks, he explains how a deep grounding in accounting shapes the way he interrogates financial statements—moving beyond compliance with standards to questions of judgment, incentives, and sustainability. The conversation discusses the issue of stock-based compensation: why adding it back to "adjusted" earnings can be misleading, how dilution and buybacks can quietly transfer wealth from outside shareholders to insiders, and practical ways investors can incorporate these real costs into valuation. Alex then highlights other red flags on his radar today—from lengthening depreciation schedules on fast-changing tech hardware, to vendor financing that may inflate revenues, to the quiet return of special purpose vehicles. Highlights: How a forensic accounting mindset helps investors move from reported numbers to the real economics of a business—and why that gap matters. Stock-based compensation as a quiet wealth transfer mechanism, and practical ways long-term investors can account for its true cost. The growing role of judgment in modern financial reporting, from "adjusted" earnings to the incentives shaping management's disclosures. Other accounting signals Alex is watching now, including depreciation assumptions, vendor financing, and the renewed use of special purpose vehicles. Host: Rob Campbell, CFA Institutional Portfolio Manager Guest: Alex Romaines, CFA Equity Analyst   This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit Mawer at https://www.mawer.com. Follow us on social: LinkedIn - https://www.linkedin.com/company/mawer-investment-management/ Instagram - https://www.instagram.com/mawerinvestmentmanagement/

    Accounting Today Podcast
    The year in accounting technology

    Accounting Today Podcast

    Play Episode Listen Later Feb 9, 2026 22:58


    Accounting's 'Inspector Gadget,' David Cieslak of RKL eSolutions, looks at major trends in accounting technology, from AI to artificial intelligence to machine learning to agentic AI to generative AI and beyond.

    Talking Tudors
    Episode 334 - Accounting for Anne of Cleves with Dr James Taffe

    Talking Tudors

    Play Episode Listen Later Feb 6, 2026 40:40 Transcription Available


    In this episode of Talking Tudors, host Natalie Grueninger welcomes Dr James Taff to discuss his book 'Accounting for Anne' and how Anne of Cleves' household accounts reveal the daily workings of her short queenship. They examine the blended German and English household, Anne's wardrobe and rewards, myths about her appearance, the aftermath of the annulment, and the research challenges that bring this overlooked queen into sharper, more sympathetic focus. Follow Dr Taffe on Instagram https://www.instagram.com/tudortaffe/?hl=en Join Natalie Grueninger and Dr Owen Emmerson's new online event:  'Rethinking Anne Boleyn' https://www.eventbrite.co.uk/e/rethinking-anne-boleyn-tickets-1981325385564?aff=oddtdtcreator Find out more about your host at  https://www.nataliegrueninger.com Support Talking Tudors on Patreon!

    Restaurant Unstoppable with Eric Cacciatore
    1250: Understanding Tip Credits with Joshua Santana, Co-Founder of Cerboni Services

    Restaurant Unstoppable with Eric Cacciatore

    Play Episode Listen Later Feb 5, 2026 62:20


    Joshua Santana is the co-founder of Cerboni Services, an outsourced accounting and financial consulting firm dedicated to helping restaurant and hospitality operators turn numbers into smarter decisions. A Houston native and graduate of the University of Houston with a degree in Accounting, Joshua has spent more than 15 years specializing in tax strategy, compliance, and financial planning for both individuals and businesses through his work with Santana & Associates, Cerboni's sister tax firm. At Cerboni, he combines deep tax expertise with industry-specific financial insight to build forecasting, budgeting, and reporting systems that help owners improve profitability, control costs, and reach their long-term growth goals. Fluent in both English and Spanish, Joshua partners closely with operators nationwide to demystify their financials and give them the clarity and confidence to run more resilient, profitable restaurants. Join RULibrary: www.restaurantunstoppable.com/RULibrary Join RULive: www.restaurantunstoppable.com/live Set Up your RUEvolve 1:1: www.restaurantunstoppable.com/evolve Subscribe on YouTube: https://youtube.com/restaurantunstoppable Subscribe to our email newsletter: https://www.restaurantunstoppable.com/ Today's sponsors: - Restaurant Technologies — the leader in automated cooking oil management. Their Total Oil Management solution is an end-to-end closed loop automated system that delivers, monitors, filters, collects, and recycles your cooking oil eliminating one of the dirtiest jobs in the kitchen.. Automate your oil and elevate your kitchen by visiting rti-inc.com or call 888-779-5314 to get started! - Cerboni - Cerboni is an all-in-one financial solution for restaurants. Reliable tax preparation & Business incorporation. Seamless Payroll and compliance report. Strategic CFO Services That Drive Business Growth. Detailed, custom reporting for complete financial clarity. Dedicated support for restaurants & Multi-location businesses. End-to-end financial management under one roof. Call (281) 888-2413 and mention Restaurant Unstoppable to get 20% off your first month of service. - Restaurant Systems Pro - Lower your prime cost by $1,000, and get paid $1,000 with the Restaurant Systems Pro 30-Day Prime Cost Challenge. If you successfully improve your prime cost by $1,000 or more compared to the same 30-day period last year, Restaurant Systems Pro will pay you $1,000. It's a "reverse guarantee."  Let's make 2026 the year your restaurant thrives. - US Foods®. Running a restaurant takes MORE than great food—it takes reliable deliveries, quality products, and smart tools. US Foods® helps you make it. Ready to level up? Visit: usfoods.com/expectmore. - Guest contact info:  Website: https://cerboniservices.com Email: joshua@cerboniservices.com Thanks for listening! Rate the podcast, subscribe, and share! 

    HVAC Know It All Podcast
    The Financial Systems for Trades Business Owners to Build the Right Foundation with April Sackfield

    HVAC Know It All Podcast

    Play Episode Listen Later Feb 4, 2026 25:14


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

    SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
    337 \\ The Accounting Apocalypse: Why Smart Owners Are Switching to Tax Strategy Now

    SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions

    Play Episode Listen Later Feb 4, 2026 10:43


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

    the unconventional attorney
    Better for Law Firms - Cash or Accrual Accounting?

    the unconventional attorney

    Play Episode Listen Later Feb 4, 2026 1:13


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