Podcasts about accounting services

In celebration of tax day here in the US, as if there is such a thing, haha, today's episode of Angle on Producers Podcast dives into the sexy and crucial world of production tax incentives. If you find yourself intimated by the jargon, confused by the process, or unsure of where to start, then look no further! Michele Miller is the VP of Production Tax Incentives and Accounting Services at GreenSlate. With over a decade of experience, Michele uses GreenSlate's innovative tools to help producers, new and seasoned, navigate the tax incentive maze and keep more money in our projects. Buy her coffee. Or wine. Make her your best friend! Tune in as we break down the differences between tax rebates, refundable tax credits, and transferable tax credits.   *SUBSCRIBE FOR MORE* https://aop.beehiiv.com/ *JOIN PATREON* https://www.patreon.com/angleonproducers *LET'S CONNECT!*

Vivian welcomes back esteemed accounting expert Eric Polacek of Companion Tax and Accounting Services for an insightful discussion on everything you need to know about filing your taxes this year. Eric cuts through the noise, addressing concerns about potential tax changes under the new administration and offering expert guidance on staying organized for a seamless filing process.And yes—escorts pay taxes like everyone else! Financial responsibilities don't discriminate, and Eric sheds light on the essential steps for ensuring compliance while maximizing financial well-being.Tune in for valuable tips and a conversation that makes tax season feel a little less daunting.Follow Companion Tax on Twitter (X) Show Sponsor: Companiontax.com/Please support the show by joining our Patreon page for just $1/month: patreon.com/tsegp

In today's first episode of my new podcast and YouTube show, The Allocator: A New Way to Finance Real Estate, I'm joined by Badri Malynur, co-founder of Avestor. Badri explains how Avestor caters to the needs of the real estate capital formation industry by providing a platform that redefines how funds are created and managed.   What is an Allocator? An allocator is someone who typically negotiates preferential terms (such as higher preferred returns or more favorable promote splits) with a sponsor in exchange for delivering a significant investment into a deal. Once the terms are secured, the allocator pools investments from other individuals to meet the negotiated threshold. They may share the preferential terms with their investors or retain the difference as compensation for their efforts.   How Avestor is Different Unlike platforms such as Juniper Square or IMS, which primarily serve as document management systems, Avestor goes further by integrating these backend processes with a customizable fund model. This model allows sponsors and allocators to create funds that consolidate offerings from multiple sponsors, giving investors the flexibility to allocate their capital as they see fit across various deals within the same fund.   Streamlined Processes Avestor simplifies fund management by providing a single Private Placement Memorandum (PPM) that covers all deals within a fund, along with individualized deal disclosure statements. Investors receive a consolidated K1 at year-end, eliminating the need for multiple documents. By reducing legal fees and administrative burdens, the platform makes fund creation and management more efficient for allocators, sponsors, and their investors.   Additional Resources and Support Beyond fund customization, Avestor provides pre-developed legal templates, accounting support, and optional marketing partnerships. It also offers access to educational content, mastermind groups, and tools to help fund managers grow their businesses, creating a comprehensive solution for those looking to streamline capital raising and fund management.   Badri and I discuss the Avestor platform and the capital allocator industry in detail. This is an episode you don't want to miss.   ***** Explore the world of real estate capital allocators—a fresh approach to financing that's reshaping the industry.   In this series, I talk with allocators, investors, sponsors, and service providers to give you an inside look at this fast-growing space.   PLUS, subscribe to my free newsletter for real estate investors and gain access to: * Introductions to sponsors, allocators, and investment opportunities. * Insights drawn from my 30+ years of experience in real estate investing. * Hacks and tactics for raising capital to help you scale your real estate portfolio.   Visit GowerCrowd.com/subscribe

In this episode of The Growth Minded Accountant Podcast, host Lee Reams and marketing expert Rebekah Barton reveal why consistency is the ultimate game-changer for tax and accounting pros. Discover how automation, testimonials, and strategic content help you stand out in a crowded market—before prospects even pick up the phone. Ready to be consistently effortless? Reach out to CountingWorks PRO for a free marketing audit and start attracting your ideal clients today!Schedule a free strategy call via https://www.countingworkspro.com/demo

In this episode of Growing Your Firm, host David Cristello welcomes back Greg O'Brien, Co-CEO of Anomaly CPA, for an insightful discussion about the evolution of his firm since their last conversation three years ago.  They reflect on the growth of Anomaly CPA, including the firm's current headcount and revenue, as well as the strategic decisions made to invest in alternative positions beyond client-facing roles, such as marketing, IT, and operations.  Greg shares valuable lessons learned on scaling a successful accounting firm and offers advice for listeners looking to achieve similar growth. Tune in to discover the latest updates from Greg and the innovative practices that have shaped his firm's journey.

"They swapped out ‘accounting' for ‘advisory' in CAS, but I still believe it's 'client accounting and advisory services.' At scale, especially with small businesses, it's hard to separate the two. You need a foundational understanding of their accounting model to help architect it in a way that truly tells their story." – Adam Hale The finer details of this episode:The shift from compliance work to advisory roles in accounting.Differences between traditional accounting firm structures and mature CAS practices.Importance of leveraging resources and delegating tasks within accounting firms.Financial metrics and profitability considerations in CAS practices.The concept of selling access rather than time in service pricing.The role of regular meetings in managing client expectations and scope creep.Adoption of a corporate-like structure for improved efficiency and adaptability.The impact of a subscription model on client relationships and service delivery.Strategies for accounting firms to remain competitive in a changing industry.Episode resources:● Summit Virtual CFO by Anders website: https://www.summitcpa.net/● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Timestamps:Welcome and Introduction (00:00:00)The host introduces the podcast and its mission to provide insights for accounting firms.Overview of CAS (00:00:22)Tom and Adam discuss Client Accounting Services (CAS) and advisory services, highlighting their significance.Defining CAS (00:00:46)Adam explains the evolution of CAS from "Client Accounting Services" to "Client Accounting and Advisory Services."Importance of Accounting in CAS (00:01:02)Adam emphasizes understanding accounting models for effective advisory services, especially for small businesses.Traditional vs. CAS Structures (00:01:52)Discussion on differences between traditional accounting firms and mature CAS practices, focusing on corporate structure.Leveraging Resources in CAS (00:02:06)Adam talks about the importance of leveraging resources and delegating tasks for scaling CAS practices.Transitioning from Traditional Models (00:03:29)Tom shares challenges faced by accounting firms transitioning from traditional models to more scalable structures.Financial Metrics in CAS (00:04:35)Adam discusses financial metrics, contrasting traditional firm profitability with CAS models and their structures.Understanding Profit Margins (00:06:19)Tom and Adam analyze profit margins in CAS compared to traditional firms, aiming for higher profitability.Building Client Relationships (00:09:24)Tom highlights the importance of long-term relationships with clients for smoother operations and better service.Delegation and Offshoring (00:10:06)Discussion on the necessity of delegating work and utilizing offshore teams to enhance efficiency.Measuring Performance in CAS (00:11:59)Adam explains the shift from traditional hourly metrics to responsibility-based performance measures in CAS.Book of Business Targets (00:12:57)Tom and Adam discuss the importance of setting clear book of business targets for team members.Compensation Structure in CAS (00:13:39)Adam outlines how compensation structures differ in CAS, focusing on book of business rather than hours worked.Efficiency Over Hours (00:16:32)Tom advocates for valuing efficiency and client satisfaction over the number of hours worked.Promoting the Virtual CFO Playbook (00:17:33)An unnamed speaker promotes a virtual CFO playbook aimed at helping firms scale and improve client experience.Selling Access in Advisory Services (00:18:30)Tom and Adam discuss the concept of selling access in high-level advisory services, shifting the value proposition.Access to Advisory Services (00:18:51)Discussion on the unpredictability of advisory work time and the subscription model for client access.Managing Client Expectations (00:19:41)Strategies for addressing scope creep through scheduled meetings and clear communication with clients.Rethinking Practice Structure (00:20:20)Encouragement to adopt innovative practices beyond traditional models for growth and efficiency.Corporate Structure in Accounting (00:20:31)Exploring the benefits of a corporate-like structure in accounting practices for better resource sharing.Closing Remarks and Resources (00:21:01)Invitation to visit the website for more tips on achieving success in modern CPA firms.

In this episode of Growth Amplifiers, Kenny Harper interviews Carla Ruble, a certified Profit First professional and the chief profit strategist at CFO Accounting Services. They discuss the challenges small businesses face, especially regarding cashflow and profitability. Carla shares her journey from working with large corporations to focusing on small businesses, highlighting the importance of having solid accounting support. They discuss the significance of listening to clients, overcoming personal challenges, and the value of having a fresh perspective on financial matters. Carla also provides insights into her experience with construction businesses, attorneys, and the nuances of trust accounting. Tune in to learn actionable steps for improving your business's financial health and profitability. 00:00 Introduction to Profit Advisors 00:50 Meet Carla Ruble: Profit First Professional 01:27 Carla's Journey into Accounting 03:35 Challenges and Overcoming Them 04:35 Providing Value to Clients 09:17 Building Strong Client Relationships 10:24 Specializing in Niches 12:41 Identifying and Fixing Business Blind Spots 15:11 Recommended Resources for Financial Improvement 16:31 Encouragement and Final Thoughts 18:19 Where to Find More Information

Join Blake Oliver as he interviews Kyle Walters, CPA firm partner and wealth manager at Atlas Wealth Advisors. Despite not being a CPA himself, Kyle brings a fresh perspective to the accounting world. We'll explore:- The benefits of integrating wealth management and accounting services- How non-traditional backgrounds can lead to innovative approaches- Candid insights into client feedback that CPAs rarely hear- Strategies for delivering the integrated advice clients truly want(Originally recorded on August 1, 2024, on Earmark Webinars+)SponsorMakersHub - https://earmarkcpe.promo/makershubChapters(01:05) - Kyle's Journey into Wealth Management and CPA Integration (02:46) - Building a CPA Firm from Scratch (05:05) - Client-Centric Approach and the Red Chair Concept (06:28) - Differences Between Wealth Management and Traditional CPA Firms (10:15) - Challenges and Benefits of Integrated Services (15:11) - Improving Client Relationships and Communication (30:16) - Scheduling Work to Improve Efficiency (35:48) - Client Communication Challenges & Strategies (38:21) - Logistical Issues and Solutions (41:28) - The Role of CPAs and Financial Advisors (47:40) - Integrated Financial Advice (50:49) - Client Engagement and Meeting Schedules (53:46) - The Future of Accounting and Financial Advice (55:41) - Getting Started in Wealth Management (01:00:33) - The Impact of AI on Tax Preparation (01:01:45) - Conclusion and Upcoming Events Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Kyle WaltersLinkedIn: https://www.linkedin.com/in/kyledwaltersConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

On this show, Heather Satterley and Joe Woodard talk about The Top 50 Accounting Services Practice Awards. The awards, administered by Woodard® , recognize and honor those practices that most exemplify the characteristics of a top-performing CAS, accounting, or bookkeeping practice. The awards recognize accounting practices as an organization rather than individuals within the practice. Nominations will open in November, applications in January, and the selection process in February. Joe and Heather also discussed their regular show segments. TV and Movie Segment: Joe recently watched House of Lies and Heather revisited a favorite movie, The Curious Case of Benjamin Button. Book Segment: Joe discussed The Advantage by Patrick Lencioni Social Media Segment: Heather enjoyed this LinkedIn post from Terrell Turner and Joe shared an X post from Luke Templin. Woodard Report Article Recommendation: Heather recommended 4 Inspiring Vacation Types for Accounting Professionals Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

Administration is the area of our practice that helps families settle the matters of their loved ones who have passed away. During this stressful and emotional time, a decedent's important people are oftentimes uncertain of their role as Executor and Trustee, in most cases, because they've never done the job before. Just like hiring legal counsel, families receive an abundance of help from their accountant during this process. Tiffanie Araya, Owner and CPA at Araya Tax and Accounting Services, P.A. is our guest to prove the value an accountant brings to the Estate and/or Trust Administration process.

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Bill Hollowsky, VP of Accounting Services at Kruze Consulting. Bill shares his journey through various organizations like KPMG, Oracle, and SunGard. He offers insights into the changing landscape of accounting in the startup world, and the importance of implementing effective technology stacks from QBO to NetSuite, and shares his perspective on the industry's labor shortages. Randy and Bill discuss critical industry trends, such as the cryptocurrency boom and bust, as well as the recent AI surge, and explore what to expect in the near future. Quotes“When we transition new clients to us, we do a KYC and due diligence. We've seen some crazy stuff on the books and balance sheets. So what we'll absolutely do is go back and recast and redo and bring it up to standards. And in some cases, we actually offered to go ahead and amend taxes, so that everything is in sync and matches. ” -Bill Hollowsky [17:32]“As crypto took off and then the Web 3.0 trends happened, of course, it became a really big VC funding frenzy. But boy, folks were really writing checks into the start-ups that were impacting the whole market, which was really cool. So in a way, we had to become crypto and Web 3.0 experts very quickly. And if you looked at the GAAP standards and methodology and the FASB codification, it was very archaic.” -Bill Hollowsky [22:51]Expert Takeaways The necessity for SaaS accounting firms to leverage advanced technology stacks for efficient handling of financial tasks.How Bill's team uses a blend of off-the-shelf tools and custom-built software to meet diverse client needs.Evaluating transition phases where startups move their accounting systems, especially during significant funding rounds.An emphasis on the current talent shortage in the accounting profession and Kruze Consulting's strategic adaptation.The emergent importance of AI and how it is poised to revolutionize workflows in SaaS accounting services.Timestamps(00:04) Agile Methodologies in Accounting and SaaS(03:21) Leveraging Technology for Efficient Accounting in Fast-Growing Firms(06:50) Scaling Startups with Efficient Back Office Technology(11:34) Navigating Accounting Transitions in Growing B2B SaaS Companies(16:03) The Importance of Accurate Accounting in B2B SaaS Acquisitions(18:48) Navigating Startup Challenges Amidst Black Swan Events and Market Shifts(24:29) AI's Impact on Business Efficiency and Workforce Augmentation(29:42) Innovative Hiring Strategies Amidst an Accounting Labor Shortage(38:46) Mentorship and Inclusivity in Remote Work Environments(44:26) Insights on Client Service, Influencers, and Startup PodcastsLinksMaxioUpcoming EventsMaxio Institute ReportRandy Wootton LinkedIn

In this episode of the Legacy Leaders Show, we are honored to welcome Jeremy Tucker, a distinguished expert in Financial, Tax and Accounting Services and Insurance for small businesses. With over 25 years of experience, Jeremy has successfully built his business by over 75% through word-of-mouth, demonstrating an unwavering commitment to putting his client's best interests first, especially women-owned businesses. Jeremy's journey is a testament to the power of integrity, client dedication and strategic business planning. Join us as we dive into his strategies for growth, insights on client relationships, and expertise in navigating the complexities of finance and insurance for small businesses.To learn more about Jeremy, go to https://myincometaxservice.net or email him directly at myincometaxservice@gmail.comChampions, Buckle. Up!

In this episode of the Legacy Leaders Show, we are honored to welcome Jeremy Tucker, a distinguished expert in Financial, Tax and Accounting Services and Insurance for small businesses. With over 25 years of experience, Jeremy has successfully built his business by over 75% through word-of-mouth, demonstrating an unwavering commitment to putting his client's best interests first, especially women-owned businesses. Jeremy's journey is a testament to the power of integrity, client dedication and strategic business planning. Join us as we dive into his strategies for growth, insights on client relationships, and expertise in navigating the complexities of finance and insurance for small businesses.To learn more about Jeremy, go to https://myincometaxservice.net or email him directly at myincometaxservice@gmail.comChampions, Buckle. Up!

Send us a Text Message.In this episode, host Eric Bohl interviews Jarrod Smith, the expert behind QPB Accounting Services, to delve into the world of small business finances. Jarrod shares invaluable insights on managing finances, tax strategies, and financial planning tailored for small businesses.Learn how QPB Accounting Services helps entrepreneurs navigate the complexities of accounting, ensuring their businesses stay financially healthy and compliant. Whether you're a small business owner or an aspiring entrepreneur, this episode is packed with practical advice to enhance your financial acumen and drive your business success.Tune in to discover how mastering your finances can pave the way for your small business's growth and stability. Don't miss out on Jarrod's expert tips and strategies designed to support and empower small business owners.Support the Show.

The Sharvette Mitchell Radio Show | www.Sharvette.com | Every Tuesday Hello! My name is Sabrina Trimiew, I was encouraged to create small businesses that aligned with my life purpose: to improve my life by being in control of my own future. And now, I support other small business owners in doing the same. This is why I started MarBrey Accounting Associates, LLC and Nesting Ground Consulting, LLC. I'm an accountant and business alignment coach. I earned my B.S. in Accounting from Delaware State University and am a certified QuickBooks Advanced Pro Advisor. Throughout my career, I've worked in various industries, including retail, banking, food and beverage, manufacturing, and environmental science. My experience has taught me the value of helping small businesses, and I'm passionate about it. Most importantly, I understand that managing finances can be overwhelming and running a small business can be challenging. Every entrepreneur should have access to accurate and up-to-date financial information. Every business deserves to be equipped with the right resources to achieve its purpose and attain success. That's why I'm here to help.   Learn more https://sharvette.com/empower-your-entrepreneurial-journey-with-payroll-benefits-and-hr-management-services-guest-sabrina-trimiew/   Schedule a 15 minute Discovery Call -https://calendly.com/sabrinat/discoverycall?month=2024-05 IG: https://www.instagram.com/marbrey_acc_assoc  

Join us as we sit down with the insightful Dan Costello to delve into his unique approach to accounting services. Dan shares his journey of expanding services beyond traditional accounting, emphasizing the importance of providing comprehensive financial solutions that clients need. We explore the philosophy behind offering a wide range of services and the benefits they bring to clients and practitioners alike.The debate on pricing and value in accounting services is never-ending but Dan offers valuable insights into how to navigate this complex terrain, stressing the importance of communicating the true value of services rendered. We also take a deep dive into the exploration of alternative revenue streams in the accounting industry, discussing innovative strategies to diversify income streams and future-proof your practice.As we wrap up our discussion, we leave you with some final thoughts and advice to help you thrive in today's dynamic landscape. The wisdom and experience in this episode serve as a guiding light for those seeking to elevate their practice and better serve their clients! What you'll hear in this episode:[0:00] Welcome to From Zero to Millions: Accounting Edition[1:00] This Week's Guest: Dan Costello's Unique Approach[1:30] Expanding Services Beyond Traditional Accounting[2:00] The Philosophy of Providing Comprehensive Financial Services[10:05] The Debate on Pricing and Value in Accounting Services[18:05] Exploring Alternative Revenue Streams in Accounting[19:30] Final Thoughts and Advice for AccountantsConnect with Dan https://www.linkedin.com/in/dancostello/Connect with Kelly https://www.linkedin.com/in/kellyrohrs/Connect with Bilal https://www.linkedin.com/in/bmehanna/

After the chaos of tax season, it's the perfect time to evaluate your accounting practice and make changes for a smoother upcoming year. In this episode, Roger is joined by guest Amanda Aguillard to discuss strategies to "right-size" your client roster, optimize technology usage, diversify service offerings, and implement better work-life balance. They share tips on reviewing clients, pricing appropriately, leveraging accounting services beyond tax prep, and avoiding the unhealthy grind culture.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (02:04) - Meet Amanda Aguilar: A Journey from CPA to IRS Advisory Council Member (03:26) - Post-Tax Season Reflections: Looking Back to Move Forward (06:03) - Evaluating Your Practice: The Importance of Client Grading (11:02) - Achieving Work-Life Balance Through Right Sizing (16:54) - Embracing Specialization for a More Profitable Practice (21:41) - The Power of Saying No: Setting Boundaries with Clients (26:17) - Leveraging Technology for Efficiency and Balance (27:58) - The Challenge of Vetting Software (29:23) - The Reality of Clients and Technology Adoption (30:38) - Making Tough Decisions on Client Technology Use (33:37) - Evaluating Tax Software: Cost vs. Capability (38:19) - Diversifying Services Beyond Tax Season (42:51) - The Value of Accounting Services in the Age of DIY Software (48:38) - Closing Thoughts: Embracing Change for a Healthier Work-Life Balance Connect with Amanda AguillardLinkedIn: https://www.linkedin.com/in/amandaaguillard 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.

Never too late to scale your business and achieve freedom! Explore the transformative approach of the WizeGrowth program and get 1:1 hands-on help with Wize Mentors who are business owners themselves. We have helped a hundred firm owners and you can be the next one. See if you qualify: https://forms.zohopublic.com.au/wizementoring/form/WizeGrowthDiscovery/formperma/xWwns0wTLoKShmR0jlg0VMaW0FHVQ-V4UdDDecy9aYM___________In this week's episode of The Wize Guys Podcast, Timothy Causbrook, Thomas Sphabmixay, and Kristy Fairbairn provided their insights about educating clients with your accounting practice services.Find out how to upsell more services to clients, opportunities for marketing your practice to existing clients, and use feedback scores for client engagement. Tune in to today's episode to learn more!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

In this episode, your host, Aishat, flips the script by becoming the interviewee.During the conversation, Aishat shares her extensive journey of more than two decades of employment in the nonprofit sector and details her experiences in finance and operations.She recounts how a week-long assignment evolved into a decade-long career and progressing from an entry-level finance role to high-level management positions and to working independently in various international NGOs.Aishat also reflects on navigating new responsibilities and autonomy, implementing controls and; policies and procedures, while also addressing the challenges of effective communication and change management. On a personal note, she briefly touches on mental health challenges within her family.Aishat goes on to talk about establishing her own Bookkeeping and Accounting Services practice and catering predominantly to nonprofits, highlighting valuable lessons learnt on the journey so far.Finally, Aishat elaborates on the motivations behind launching her podcast and the objectives she aims to accomplish.KEY TAKEAWAYSContinuous learning opportunities can contribute to long-term employment in the nonprofit sector.Internal audits and donor compliance are crucial aspects of financial management in nonprofit organizations, but understanding the country context is important when conducting audits in different locations.Effective communication and change management are crucial when implementing new policies and procedures.Marketing is key to the success of a business, and it is important to start building a network and putting yourself out there even before launching the business.Back office functions in the nonprofit sector are often overlooked but play a crucial role in upholding the mission.BEST MOMENTS“if they say, the program starts at nine a.m. nine 30 is gonna be kick off, you have coffee and mingling at from 9a.m. to 9:30. I wouldn't appear at the event until 9:35”“I thought, yeah, Gambia is West Africa, so it should be… If you need to walk over today, you could walk across. Yeah, that's what I thought. You know how I am how with geography…”ABOUT YOUR HOSTAishat operates her own Bookkeeping and Accounting services firm, primarily focusing on serving nonprofits. Before founding her practice, she dedicated over two decades to the nonprofit sector. Beyond her professional endeavors with nonprofits, Aishat is deeply committed to supporting single mothers in navigating financial management challenges. She is also the author of the book "Money Solutions for Single Mums" (available at https://amzn.eu/d/fvDcdG). Additionally, she is passionate about educating young black adults on financial literacy. In essence, Aishat is particularly enthusiastic when engaging in conversations about money management.SOCIALShttps://www.linkedin.com/in/aishat-idris/https://www.instagram.com/npbookkeeper/https://www.tiktok.com/@npbookkeeper?lang=en

Clay and Howard got into the cannabis industry because it presented interesting opportunities to serve new clients in a growing industry.  The learning curve has been steep given the regulations and cash-based nature of the business, and building trusted relationships is key to success.   Forensic accountants can play an important role as the industry matures and consolidates. Especially to help sort out  Profitability issues that lead to litigation Due diligence for mergers and acquisitions Investigating fraud risks Guests:   Howard M. Silverstone, CPA/CFF, Executive Vice President, J.S. Held Clay Kniepmann, JD, CPA/ABV/CFF, Forensic, Valuation, and Litigation Principal, Anders CPAs and Advisors   Host:  Jennifer Oyadomari, CPA/ABV/CFF, President, Forensic Solutions Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com  This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark. RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Keeping up with changes in the cannabis industry Getting to the root of cannabis accounting FVS Section benefit:  Marijuana and forensic accounting - high times for CPAs? | FVS Eye on Fraud AICPA & CIMA Cannabis Industry Conference  AICPA member discount available LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

Witness the transformation of leadership into legacy as my mother,  Paula Barfield Hughes, recounts her evolution from humble beginnings to a distinguished military officer and entrepreneur. Her story, laden with the virtues of faith and fortitude, will rivet you with tales of navigating the ranks of the Army Reserves to ultimately co-founding our very own Koffee Chit Chat Podcast. In our heart-to-heart, Mom delves into her treasured role at the Defense Finance and Accounting Services, sharing the fulfillment that comes from ensuring soldiers receive their due rewards. Her journey is a testament to the foundational values of leadership that transcend into business and personal life, offering listeners a blueprint for success grounded in service and commitment.Shedding light on my own entrepreneurial adventures, the episode segues into the birth of Brittaney's  Beauty Supply and my endeavors to uplift women through Mary Kay Cosmetics and Paparazzi Accessories. The passion and purpose behind every business leap I've taken illuminate the path from dream to reality, underscoring the grit and grace required to carve a niche in the competitive world of beauty and fashion. As we unwrap the essence of our Koffee Chit Chat podcast, I invite you to join a community where positivity radiates and inspiration is a shared currency. With stories that stir the soul and a quote from Philippians 6:7  to remind us of the serenity found in gratitude, this episode is an intimate journey through the landscapes of ambition and achievement.Support the showHey y'all hey, don't miss the next episode of Koffee Chitchat!!

In this episode of the DOPE CFO Cannabis Accounting Podcast, Andrew Hunzicker, CPA dives deep into the debate of value pricing versus hourly billing for Cannabis accounting services. Andrew argues that in today's competitive landscape, accountants must move beyond basic bookkeeping, payroll, and tax prep services to provide real value to clients. As AI and offshore labor continue to commoditize traditional accounting tasks, the key to thriving in the Cannabis niche is to become an indispensable, full-service CFO. Andrew shares strategies for specializing deeply in the unique challenges of the Cannabis industry, from navigating complex regulations to managing rapid growth. You'll learn how to provide CFO-level advisory services that go beyond mere number crunching, how to become your client's trusted right hand, and how to continuously raise your fees to match the value you deliver. Andrew also discusses the importance of having a robust set of Cannabis-specific tools, work papers, and best practices, as well as tapping into a community of industry experts. If you're an accountant looking to break into the exciting world of Cannabis accounting or take your existing practice to the next level, this episode is a must-listen. Tune in now and discover how to ditch the hourly grind and build a thriving, value-focused cannabis accounting business. --- Send in a voice message: https://podcasters.spotify.com/pod/show/dopecfo/message

Ready to transform your business? Find out why your business is an asset and how to leverage it for success. Discover proven strategies and actionable goals to improve communication, customer satisfaction, and bottom-line profits with Roger Knecht, President of Universal Accounting Center.  In this episode, we delve into the turnkey process of taking clients from "Red to Black," the core accounting services every business should expect, and the crucial numbers for making informed decisions.  If you're a small business owner, entrepreneur, or solopreneur looking to fine-tune your standard operating procedures and boost your revenue, you're in the right place!  

Whitehaven Republican Party representative and CEO of Mosely Tax and Accounting Services, Melanie Mosely, joins Wake Up Memphis to discuss courting African-American voters into the Republican Party, crime, Congressman Steve Cohen's Twitter comments about the Black National Anthem, and her highly respected business, Mosely Tax and Accounting Services.See omnystudio.com/listener for privacy information.

Total Accounting Services Inc bookkeeping, payroll, and audit services are available nationwide. Instagram: www.instagram.com/totalaccountservices --- Send in a voice message: https://podcasters.spotify.com/pod/show/321bizdevelopment/message

Today, Vinnie Fisher takes us on his remarkable entrepreneurial journey that led to achieving tremendous success in the world of accounting. In this conversation, we dive into the importance of modernizing accounting and CFO services, with Vinnie sharing insights on staying ahead of industry trends. We also explore the intersection of entrepreneurship, accounting, and premium service pricing, learning how to strike the right balance to deliver exceptional value to clients.We also dive into leadership development, succession planning, and breaking free from traditional accounting mindsets. Vinnie's experiences and wisdom offer a blueprint for building a world-class accounting firm. Join us on this inspiring journey towards accounting firm success!What you'll hear in this episode:[0:00] Entrepreneur's journey from Brexit to accounting firm success. [1:20] Embracing modern views in accounting and CFO services. [3:45] Entrepreneurship, accounting, and premium service pricing. [8:50] Pricing and value in accounting services. [14:30] Scaling an accounting firm from $1M to $5M in revenue. [18:40] Leadership development and succession planning. [21:10] Breaking free from a traditional accounting mindset and building a world-class service. [26:10] Building and growing an accounting firm.Connect with Vinnie https://www.linkedin.com/in/vinniefisherConnect with Kelly https://www.linkedin.com/in/kellyrohrs/Connect with Bilal https://www.linkedin.com/in/bmehanna/

Sylvia Bradshaw, Director, SPARC OfficeArea of Expertise: Grant Life CycleMeet Sylvia, the spirited leader of SPARC! Hailing from the breathtaking landscapes of southern Utah, she's the SPARC Director with a Bachelor's degree in Accounting and a Master's in Research Administration from Johns Hopkins. Sylvia's true joy comes from learning, but it's multiplied when she's surrounded by mountain air, aspen leaves, pine trees, and her beloved family!Jenn Stewart, Research Administrator Area of Expertise:  Pre-AwardIntroducing Jenn, the epitome of brilliance and curiosity! Hailing from Arizona, she conquered English during her undergrad years. With a master's degree in technical writing and digital rhetoric, she's a scholar extraordinaire. Her thirst for knowledge with her pre-award role at SUU makes Jenn an unstoppable force!Katie Gomez Freeman, Research AssistantArea of Expertise:  Life-Cycle ComplianceIntroducing Katie, another superstar of SPARC! From Mapleton, Utah, she's been rocking the office for 7 amazing years. From intern to full-time team member, she's the longest reigning member of the SPARC team. With a passion for pickleball, outdoor adventures, and movie marathons, Katie knows how to have a blast!Carrie Childs, Research Administrator (Post-Award)Area of Expertise:  Post-AwardMeet Carrie, the SPARC office's incredible Assistant Director! With a background in Accounting Services and fluent "Banner" skills, she's a powerhouse. Armed with an accounting degree and an MBA from SUU, she can't be stopped. Catch her exploring nature, experimenting in the kitchen, or immersed in a captivating book.  These comments made as part of the podcast reflect the views of the episode participants only and should not be construed as official university statements.

In this informative episode, Vivian reunites with Eric Polacek from Companion Tax and Accounting Services, our esteemed Diamond sponsor.  Dive deep as they unravel the IRS's groundbreaking Corporate Transparency Act set to shake the landscape in 2024.  Eric masterfully deciphers the implications for entrepreneurs in sensitive sectors like  the escort industry, spotlighting the intricate balance between transparency and privacy.  Discover how the IRS's strategic moves might complicate matters for small business owners, seemingly aiming to curb money laundering among larger entities. With Companion Tax as your trusted ally, arm yourself with essential insights for the journey ahead.  Prepare to be enlightened and take notes! Follow Companion Tax on Twitter Follow Companion Tax on Instagram Show Sponsor: Companiontax.com/ Please support the show by joining our Patreon page for just $1/month: patreon.com/tsegp #EscortsPayTaxesToo #Subscribe #TSEGP #WOCW #EscortPodcast #CompanionPodcast --- Support this podcast: https://podcasters.spotify.com/pod/show/tsegp/support

Tina is an awesome bookeeper. Click HERE to visit Tina's website. --- Send in a voice message: https://podcasters.spotify.com/pod/show/321bizdevelopment/message

In this episode of Growing Your Firm, host David Cristello interviews Deneen Dias, Vice President of Growth and Strategic Partnerships at Botkeeper. Daneen shares her expertise in helping top firms undergo digital transformation and discusses the world of CAS (Client Accounting Services). She also delves into the definition of CAS, where to start, and how to successfully implement and scale up CAS. Additionally, she explores the implications of AI in building CAS teams.

 In this special episode Steven is joined by Brook Cecil, Directory of Accounting Services at Belay Solutions to tackle a topic most advisors probably need help on themselves (and potentially could benefit some of your clients. Brook and Steven discuss the value of good bookkeeping, how bookkeeping needs evolve overtime and provide a framework for the key functions your bookkeeper needs to cover for you (and if you are your own bookkeeper, is that really your highest and best use?). Brook also shares how you can use a delegation matrix to judge ROI on adding a bookkeeper to your team and was kind enough to share an example that is linked in the show notes. https://bit.ly/3PeT4O1

Join summer host, Matt McKenzie, as he talks about grants and the importance of facilities & administration fees with members of SUU's Sponsored Programs, Agreements, Research, and Contracts (SPARC) Office.  In this episode, Matt is joined by Sylvia Bradshaw and Carrie Childs. Sylvia was born in Moab, Utah and raised in the red rocks of Southern Utah. As the SPARC Director and having earned her Master's degree in Research Administration from Johns Hopkins University, Sylvia is happiest when learning. However, that happiness is definitely multiplied when surrounded by the cool mountain air, aspen leaves, pine trees, and of course her family!Carrie joined the SPARC office in April of 2020 after six years in Accounting Services. As such, she speaks fluent "Banner." Her undergrad degree in accounting and Master's in business administration are both from SUU. When she's not tinkering with Excel, you'll find her with her family, (preferably exploring the outdoors by boot, jeep, or boat), in her kitchen trying out a new recipe, or curled up with a good book.Visit the SUU SPARC website

Tax and Accounting Specialist Gustavo Morales chats with us about the tax and legal implications of investing in Costa Rica and how best to navigate the tax code in Costa Rica.  We talk about Capital Gains Tax, Value Added Tax, Corporation Tax and the required annual filings in Costa Rica.Contact us: info@investingcostarica.comGuest today: Gustavo Morales: Admin@accountingscr.comWebsite:  http://www.accountingscr.com/

Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) See the Thousands of Success Stories and Millionaires That Clay Clark Has Coached to Success HERE: https://www.thrivetimeshow.com/testimonials/ Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/ 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 Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In today's episode 13, "Client Accounting Services or CAS", Sage's Ed Warren provides insights for accountants looking to grow their firms. The conversation focuses on the value of being a specialist versus a generalist and how firms can target specific areas where they have the expertise to build new businesses and replace low-margin accounts.Warren also emphasises the growing market for outsourcing accounting services, particularly for small businesses and franchises. He discusses the benefits of developing specific industry expertise and verticals to help accountants become trusted advisors and provide advisory support beyond compliance work. Warren also highlights the scalability of client advisory services (CAS) and the entrepreneurialism required to grow and scale in this space.Finally, Warren accentuates that the best practitioners in the CAS space are not just looking back at financial statements but are providing foresight and decision-making support through fractional CFO services and dashboards. The conversation offers valuable insights for accountants looking to grow and differentiate their firms in the competitive accounting services market.You can also watch this on YouTube.Guest BioEd Warren is a seasoned sales executive with over 25 years of professional services sales and marketing experience. He has worked in marketing, business development, and practice growth roles in Top 100 and Top 200 CPA firms and as a fractional Chief Growth Officer for cloud accounting firms. Ed is a board member and finance committee chair of the Association for Accounting Marketing (AAM) and currently serves as the treasurer of AAM. In addition to his professional accomplishments, Ed enjoys running, cooking, grilling, photography, and beach vacations with his wife Marcia.Follow him on Twitter @EdwardDWarren and connect with him on LinkedIn athttp://linkedin.com/in/edwarddwarrenDownload his eBook, 7 Tips to Increase Revenue with Client Advisory Serviceshttps://edwarddwarren.hubspotpagebuilder.com/7-tips-to-increase-revenue-with-client-advisory-services.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is...

VIP's Casey Hasten is joined by Adam Tauzel and Kimberly Compton to discuss some of the key services VIP Solutions, our consulting group, provides to our clients. Adam is the Managing Director of Client Services with a Finance focus, and Kimberly is the Managing Director of Client Services with an Accounting focus. VIP's Solutions division specializes in finance and accounting consulting, interim management solutions, pre and post-acquisition consulting, and private equity solutions.About The Guest:LinkedIn: https://www.linkedin.com/in/atauzel/https://www.linkedin.com/in/kimberly-compton/About The We Are VIP Podcast:This podcast is brought to you by VIP to add value to your job or candidate search. Each week, we'll bring you helpful tips and insights from leading professionals to help candidates land their dream jobs and help employers find better talent.Hosted by:Casey Hasten, Director of Recruiting at VIPAbout VIP:We utilize a holistic approach to support your strategic initiatives in accounting and finance. From recruiting and strategic staffing to project management consulting, our service model offers a comprehensive solution that allows for flexibility as you navigate transformation and growth within your organization.Connect:LinkedIn: https://www.linkedin.com/company/270216/Facebook: https://www.facebook.com/WeAreVIPCompanyJob Openings and Services: https://wearevip.com

Padgett Business Services started as an accounting firm in Athens, Georgia, serving American small businesses as their trusted advisor for all finance-related issues, and is now a franchise. At one point, there were over 400 locations of Padgett. Today there are 170 locations across the US and hundreds in Canada.Anna Khayet is the company's CMO and our guest on this episode of The Art of Franchise Marketing. Anna and our host Madeleine Park, discuss the marketing initiatives in the accounting services space, the challenges of running a franchise in such an industry, and whether franchisees should turn to social media and AI to grow their business or continue relying on traditional methods such as referrals. 

We're joined by Tone Vays, Greg Foss and Joe Carlasare to discuss the latest Bitcoin bull rally, Michael Saylor being above water in his Bitcoin holdings and how we see nation state adoption taking place over the coming decade. We then speak with Joe Wood about how he is creating account solution for businesses to holding Bitcoin and do taxes with Satoshi Paciloi. Connect with Satoshi Pacioli: https://satoshipacioli.com Swan Private Team Members: Alex Stanczyk Twitter: https://twitter.com/alexstanczyk Café Bitcoin Crew: Ant: https://twitter.com/2140data Tomer: https://twitter.com/TomerStrolight Wicked: https://twitter.com/w_s_bitcoin Peter: https://twitter.com/PeterAnsel9 Produced by: https://twitter.com/Producer_Jacob Swan Bitcoin is the best way to accumulate Bitcoin with automatic recurring buys and instant buys from $10 to $10 million. Get started in just 5 minutes. Your first $10 purchase is on us: https://swanbitcoin.com/yt Download the all new Swan app! iOS: https://apps.apple.com/us/app/swan-bitcoin/id1576287352 Android: https://play.google.com/store/apps/details?id=com.swanbitcoin.android&pli=1 Join us for Pacific Bitcoin Festival 2023! Purchase your tickets now before prices go up: https://PacificBitcoin2023.com Are you a high net worth individual or do you represent corporation that might be interested in learning more about Bitcoin? Swan Private guides corporations and high net worth individuals toward building generational wealth with Bitcoin. Find out more at https://swanbitcoin.com/private Check out the best place for Bitcoin education, Swan Bitcoin's “Bitcoin Canon”. Compiling all of the greatest articles, news sources, videos and more from your favorite bitcoiners! https://www.swanbitcoin.com/canon/ Get paid to recruit new Bitcoiners: https://swanbitcoin.com/enlist Hello and welcome to The Café Bitcoin Podcast brought to you by Swan Bitcoin, the best way to buy and learn about Bitcoin. We're excited to announce we are bringing the The Café Bitcoin conversation from Twitter Spaces to you on this show, The Café Bitcoin Podcast, Monday - Friday every week. Join us as we speak to guest like Max Keiser, Lyn Alden, Tomer Strolight, Cory Klippsten and many others from the bitcoin space. Also, be sure to hit that subscribe button to make sure you get the notifications when we launch an episode. Join us Monday - Friday 7pst/10est every Morning and become apart of the conversation! Thank you again and we look forward to giving you the best bitcoin content daily here on The Café Bitcoin Podcast. Swan Bitcoin is the best way to accumulate Bitcoin with automatic recurring buys and instant buys from $10 to $10 million. Get started in just 5 minutes. Your first $10 purchase is on us: ⁠https://swanbitcoin.com/yt⁠ Connect with Swan on social media: Twitter: ⁠https://twitter.com/SwanBitcoin

Business | ART OF THE NO-BRAINER | The Importance of Offering a No-Brainer Offer to Potential Customers + Dr. Kasbaum Shares How Diligently Implementing Clay Clark's Proven Marketing, Sales, Hiring & Accounting Services DOUBLED His Business See Thousands of Clay Clark Client Success Stories Today: https://www.thrivetimeshow.com/testimonials/ Want to Learn How to Open a TipTopK9 Franchise? www.TipTopK9.com Learn How About Kelly Herneson And His Business American Document Shredding HERE: https://weshredonsite.com/ Learn More About Derek Sisney And His Success Story HERE Today: https://sisneymedia.com/ Learn More About Platinum Pest Control Today HERE: https://platinum-pestcontrol.com/ Business | Get Unstuck NOW!!! | 10-Year+ Clay Clark Client Brett Denton Shares How Clay Business Coaching Helped Him to Grow KvellFit.com, His TipTopK9.com Franchise & SawToothWoodProducts.com + The Importance of Lead Tracking Learn More About Brett Denton Today At: www.KvellFit.com www.SawToothWoodProducts.com www.TipTopK9.com Business | Learn How Create Both Time And Financial Freedom NOW By Implementing A Turn-Key Business Model And System "If the Accountability Isn't Weekly It Would Be Easier to Regress." - Josh Johnson (A TipTopK9.com Franchise Owner) Business | Learn How Create Both Time And Financial Freedom NOW By Implementing A Turn-Key Business Model And System "If the Accountability Isn't Weekly It Would Be Easier to Regress." - Josh Johnson (A TipTopK9.com Franchise Owner) Learn More About Becoming a TipTopK9.com Franchise Owner Today At: www.TipTopK9.com Learn More About Buying a Franchise Today At: www.OXIFresh.com www.TipTopK9.com Business | Learn How to Build a Business And Not a Job. Discover How Clay Clark's Business Coaching Has Helped www.PeakBusinessValuation.com to Grow By 217%? | The Importance ofImplementing WEEKLY Proven Systems & Business Coaching Why Do 96% of Businesses Fail By Default? Why 96 Percent of Businesses Fail - https://www.inc.com/bill-carmody/why-96-of-businesses-fail-within-10-years.html Learn More About Opening a TipTopK9.com Franchise Today HERE: www.TipTopK9.com Schedule a FREE Consultation Today At: https://peakbusinessvaluation.com/ - Call 435-359-2684 Business | Learn the SPECIFIC Systems, Proven Processes and Best-Practices Strategies That You Need to Use to Grow Your Business By 10X | Learn How Clay Clark Coached www.PMHOKC.com and www.DelrichtResearch.com Into 10X Growth Business | "Since Working With Clay I've Learned Everything About Business. The Experience Working Here Has Been LIFE CHANGING. I've Not Only Learned New Things, But I've Gained a Whole New Mindset." - Robert Redmond Business | Learn How to Hire, Inspire, Train and Retain High Quality Employees | Learn How Clay Clark Has Helped Multi Clean to Experience EPIC Growth Year Over Year While Building an Incredible Team Business | How to Use Search Engine Optimization to DRAMATICALLY GROW YOUR BUSINESS + How Clay Clark Helped BarbeeCookies.com to DOUBLE the SIZE of Her Business Within Just 12 Months!!! Learn More About the Success Stories Below: www.LivingWaterIrrigationOK.com www.BarbeeCookies.com www.PMHOKC.com www.DelrichtResearch.com www.OXIFresh.com www.PeakBusinessValuation.com www.TipTopK9.com www.TulsaOilers.com https://sierrapoolsandspas.com/ www.AmyBaltimoreCPA.com www.MorningGloryEatery.com www.Pappagallos.com Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) Learn More About How Clay Has Taught Doctor Joe Lai And His Team Orthodontic Team How to Achieve Massive Success Today At: www.KLOrtho.com Learn How to Grow Your Business Full THROTTLE NOW!!! Learn How to Turn Your Ideas Into A REAL Successful Company + Learn How Clay Clark Coached Bob Healy Into the Success Of His www.GrillBlazer.com Products Learn More About the Grill Blazer Product Today At: www.GrillBlazer.com Learn More About the Actual Client Success Stories Referenced In Today's Video Including: www.ShawHomes.com www.SteveCurrington.com www.TheGarageBA.com www.TipTopK9.com www.WeShredOnSite.com Learn More About How Clay Clark Has Helped Roy Coggeshall to TRIPLE the Size of His Businesses for Less Money That It Costs to Even Hire One Full-Time Minimum Wage Employee Today At: www.ThrivetimeShow.com To Learn More About Roy Coggeshall And His Real Businesses Today Visit: https://TheGarageBA.com/ https://RCAutospecialists.com/ Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) See the Thousands of Success Stories and Millionaires That Clay Clark Has Coached to Success HERE: https://www.thrivetimeshow.com/testimonials/ Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/ 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 Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/ 75% of Employees Steal from the Workplace - https://www.forbes.com/sites/ivywalker/2018/12/28/your-employees-are-probably-stealing-from-you-here-are-five-ways-to-put-an-end-to-it/ 85% of Employees Lie On Resumes - https://www.inc.com/jt-odonnell/staggering-85-of-job-applicants-lying-on-resumes-.html 96% of Businesses Fail - https://www.inc.com/bill-carmody/why-96-of-businesses-fail-within-10-years.html The Key Drivers of Success: A Scheduling Center A Weekly Call Group Interview Google Reviews Video Reviews Dream 100 Running Online Advertisements On-Going Search Engine Content Writing

Top-tier Cannabis accountants want to provide their clients with maximum value and get paid fairly for the hard work and expertise they provide. In this 10-minute podcast episode, DOPE CFO founder, Andrew Hunzicker, CPA, goes over key considerations you need to make to adequately price your accounting services, including whether or not to take equity in lieu of payment.   From setting your rate to meet current needs as well as future growth, to providing clients with undeniable benefit, to the five value drivers of World-Class Cannabis accounting—and why you should never ask those potential clients what they need—Andrew gets into all of it! Prior to sending out one more engagement letter, get the lowdown so that you can set yourself up for success. --- Send in a voice message: https://podcasters.spotify.com/pod/show/dopecfo/message

Builders In Bitcoin EP26: Accounting For Bitcoin w/ Joe Wood, Founder - Satoshi Pacioli Accounting Services My guest this week is Joe Wood, CPA and founder of Satoshi Pacioli Accounting Services. Joe is leveraging his 15 years of professional accounting experience to help businesses using bitcoin achieve efficiency and peace of mind through bookkeeping, tax reporting, and financial planning services. In this episode, we discuss and dig into: the importance of having an accountant who understands Bitcoin being a resource in the community the positives and negatives of being a sole proprietor and a lot more… Resources: Satoshi Pacioli Accounting Services: https://satoshipacioli.com/ Episode sponsors: Visit https://mempool.space/, dive into their free and open source Bitcoin blockchain explorer, and gain new insights from their expanding suite of tools, including their mining dashboard. Go to https://blockstream.com/jade/ to learn more about their easy-to-use, purely open-source hardware wallet that offers advanced security for your Bitcoin and Liquid assets. Satoshi Pacioli on Twitter: https://twitter.com/SatoshiPacioli Rod @bitkite on Twitter: https://twitter.com/bitkite Builders In Bitcoin on Twitter: https://twitter.com/buildersinbtc To learn more about Bitcoin Park, please visit and join: https://bitcoinpark.com/ and/or join our Discord where we are most active: https://discord.gg/YZ8x7mfFKj And a massive thank you to: - Producer - Tom Maxwell https://twitter.com/tomjmaxwell - Theme Composer - Max Wellington https://twitter.com/immaxwellington

In this episode, Manager, Cassie Helming, from Bland & Associates, joins Ashley and Kailey to talk about client accounting services, some tips for closing out the end of the year, and getting your business's information ready for year-end services. https://blandcpa.com/backoffice/ If you ever have a topic you want to speak on, please email it to Ashley at APostlewait@blandcpa.com Make sure to give us a follow-on IG aka Instagram @BlandAccounting as well as Bland's Facebook and LinkedIn pages. You can find us on the web at www.BlandCPA.comA Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com.#bInformed #bInspired #bAwesomeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on the podcast Rachel and Lynne's guest is accountant Heather Smith. As well as consulting with small business, Heather has created a side hustle as a writer, creating content and writing some successful 'For Dummies' books. She is also a columnist for Acuity magazine. She talks about creating a career that uses her professional knowledge and how she's honed her writing skills, often using AI to help her in terms of ideas and a framework. We talk about: The tough editorial demands of the 'For Dummies' brand How she splits her work between accountancy and writing What she loves about the two careers Where and how she finds her work Contact Heather via her website: https://heathersmithsmallbusiness.com/contact-me/  Where to find us: Rachel's website https://rachelsmith.com.au/  Lynne's website https://lynnetestoni.com/  Rachel's List https://rachelslist.com.au/  As always, thanks to Rounded https://rounded.com.au/  for sponsoring The Content Byte!

Running the Bases today with Anne Gannon, Principal at The Largo Group. The Largo Group offers innovative solutions to businesses and individuals to meet their accounting and bookkeeping needs. They specialize in monthly bookkeeping, tax services, and business consulting focused on improving efficiencies and the bottom line.Today's guest grew up playing competitive golf.  Raised In Fort Lauderdale, her parents would buy her plane tickets and send her all over the country to play in tournaments.  Through this nomadic lifestyle (as she calls it) - she gained a real affection for employees in the hospitality industry.  As a teen, she was often at country clubs and courses where she didn't know many people and the amazing workers at the club were often very kind to her and she gained much appreciation for how hard they worked.  She had a very successful golf career as a Student-Athlete, she went on to play 1 year professionally in the LPGA.  After realizing playing golf for money wasn't going to be her forever career - she went back to school earning her Masters in Accounting and becoming a CPA.  She spent many years as a successful CPA in large Boston area firms, often sitting in meetings and realizing she didn't love the impersonal nature of the big Agencies.  Her confidence and drive that she learned playing golf kicked in and she left the big agency world - founding her boutique accounting agency in 2015, where she is rewriting some accounting rules. The founder and Principal of the Largo Group - Anne Gannon.To learn more about Anne and The Largo Group visit: https://www.thelargogroup.com/Things we touched on:Anne's Book:  Shotmaker: An Owner's Guide to Creating a Winning BusinessShotmaker PodcastFree Webinars from The Largo GroupGet Local SEO and Digital Marketing information from 38 Digital MarketListen and subscribe to our show on iTunes, Spotify, Amazon Music, Google Podcast, iHeart Radio, Pandora or TuneIn.Follow 38 Digital Market on our Social Accounts:FacebookLinkedInTwitterYoutubeInstagram

Interview with Guest Speaker Ron Baker and his new book: Time's Up: The Subscription Business Model for Professional firms. This is an excerpt of my coaching program for accountants: https://www.altaccountant.com

Wendy Platon is a hard working entrepreneur, the owner of an accounting firm that is going through a big rebranding process in 2023. Her company is WP Accounting Services, which originally drew its name from Wendy's own initials. She is keeping the name the same...but the acronym is changing...and Wendy explains all that in this episode. Having lived in Pennsylvania and California, Wendy and her family landed in Central Florida as their permanent home.

You might have someone on your team with an incredible knack for tax and accounting services.    They love engaging with clients, are a whiz with numbers, and pick up new projects faster than you can lay them down. (If a name came to mind, read on…)   How can you make space for them to fly?   In this episode, Caleb Jenkins from RLJ Financial Services and Nate Hagerty (TaxProMarketer CEO) share how to give your employees the freedom to grow. At age 16, Caleb became the youngest certified QuickBooks ProAdvisor. He has been listed as Top 100 ProAdvisor and 40 Under 40 in the Accounting Profession for several consecutive years. Caleb also serves on the Intuit ProConnect Customer Tax Council, on the ADP Accountants Advisory Board, and as an Educator and QuickBooks Consultant with the SALT Microfinance Program, which works with those in chronic poverty in developing countries.    Caleb's passion is championing what we are really doing in the industry – which is not only providing trustworthy accounting services that help people overcome financial obstacles but also doing that better every day.   Places you'll find Caleb:   https://www.rljfinancial.com/who-we-are/caleb-jenkins   https://twitter.com/CalebLJenkins   https://www.linkedin.com/in/calebjenkins1994/

Chris Hervochon, CPA, CVA is the sole proprietor of his own CPA firm, which provides outsourced accounting and tax preparation services primarily for marketing and creative agencies. Before founding his firm, Chris spent ten years working in forensic accounting and corporate accounting, and finance. He has been featured in numerous publications, including Journal of Accountancy, South Carolina CPA Report, AICPA Certificates Wall of Fame, Accounting Today, AMEX Open Forum, LendingTree, CMSWire, CEO Blog Nation, and WinSavvy, as well as a number of podcasts, for his industry-specific knowledge and accounting expertise. In 2018, Chris was one of only 41 CPAs honored by the American Institute of CPAs (AICPA) as a member of the Leadership Academy's tenth graduating class. He was selected based on his exceptional leadership skills and profession- al experience for the four-day Leadership Academy program, which he graduated in October 2018. In 2019, he was selected as one of CPA Practice Advisors 40 Under 40. When he is not helping clients build and grow their companies and agencies, Chris enjoys spending time with his wife and three young kids, playing golf, obsessing over efficient workflows, listening to Metallica, and rooting for his beloved Philadelphia Eagles. Every April, you can find him on the 18th hole of Harbour Town Golf Links volunteering as a Marshall at the PGA Tour's RBC Heritage event. 00:00 - 00:20 Getting what you paid for…00:21 - 00:40 Welcome to Peppershock Media's Marketing Expedition Podcast 00:41 – 02:46 Chris Hervochon Bio 02:47 - 06:09 Marketing Essentials Moment: Customer Acquisition Cost 06:10 - 08:05 Chris, Welcome to the show! 08:06 - 09:10 Dealing with certainty and confidence 09:11 - 12:36 Gathering financial data around the marketing budget 12:37 - 14:19 The value of helping to scale an agency 14:20 - 16:14 QuickBooks Online 16:15 -22:59 Building contents based on the client's needs 23:00 - 25:12 Red flags that have caused people to get audited 25:13 - 26:13 Consume your content on the go with Hello Audio! 26:14 - 29:50 Period of economic weirdness 29:51 - 33:32 “There is a huge opportunity in the accounting space if you can figure out how to get comfortable being uncomfortable.” -Chris Hervochon 33:33 - 36:03 Accounting, base knowledge to be an entrepreneur 36:04 - 37:12 Best way to reach Chris at Better Way CPA 37:13 - 37:51 Thank you so much, Chris! Enjoy your Marketing journey! 37:52 - 38:38 Join The Marketing Expedition Community today! #accounting #business #accountant #finance #tax #bookkeeping #smallbusiness #taxes #entrepreneur #accountingservices #cpa #marketing #advertising #branding #marketingtips #betterwaycpa

Joe DiChiara is an entrepreneur with a CPA license. He has worked with thousands of business owners over a 35-year career. Eager to help people succeed, it troubled him that most new businesses fail, and was determined to find out why. Success starts with Mindset and Intention, subjects they don't teach in CPA school. Joe learned that this was the true culprit in business failure on top of an overly complex tax and compliance system making it nearly impossible to start a business and stay in business. His primary purpose has become teaching entrepreneurs the fundamental principles of success combined with the practical knowledge acquired as a CPA. New business owners start out with the odds stacked against them and the solution is education and guidance. Joe provides affordable business training and guidance through www.bedrockuniversity.com. and a full range of accounting services at a fraction of what most CPA firms charge through www.bedrockbusinessbuilders.com. You can book a free chat with Joe by visiting www.timewithjoe.com Website: bedrockbusinessbuilders.com Mastermind with Joe DiChiara: www.mastermindwithjoe.com Media Page: www.joedichiaracpa.com Facebook Group: bedrockbusinessbuilders Facebook Profile: joeydcpa YouTube: BEDROCKBUSINESSBUILDERS LinkedIn: bedrock-business-builders?trk=public_profile_topcard-current-company Alignable: www.alignable.com/bethpage-ny/bedrock-business-builders-corp BeeKonnected:joedichiara.beekonnected.com Instagram: www.instagram.com/bedrockbusinessbuilders/ Twitter: twitter.com/bedrockbizbuild