Podcasts about Bookkeeping

Recording of financial transactions

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Bookkeeping

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Best podcasts about Bookkeeping

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Latest podcast episodes about Bookkeeping

Cloud Accounting Podcast
Intuit's $100m/yr OpenAI Deal & How Tech Companies Juice Profits

Cloud Accounting Podcast

Play Episode Listen Later Nov 22, 2025 60:43


Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (00:49) - Blake's Illness and Recovery (02:05) - Upcoming Topics (04:06) - Cost Segregation Explained (06:46) - AI in Cost Segregation (11:15) - AI's Current Capabilities and Limitations (19:10) - Intuit's OpenAI Deal (22:01) - Intuit's Strategy and Industry Implications (30:12) - Michael Burry's New Bet Against AI (31:21) - Depreciation and AI Companies (39:15) - Rippling vs. Deel: Corporate Espionage (42:44) - New Jersey's Alternative Pathways Bill (44:39) - AI's Role in Tax and Investing Advice (47:37) - Defining Audit Quality: PCOB's New Initiative (51:56) - FASB's Costly Lease Standard (56:13) - Ancient Accounting Systems in Peru (58:45) - Conclusion and Viewer Interaction  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

the unconventional attorney
How Many Cars can a Law Firm Owner Write Off?

the unconventional attorney

Play Episode Listen Later Nov 21, 2025 1:14


How Many Cars can a Law Firm Owner Write Off

the unconventional attorney
Biggest Law Firm Bookkeeping Mistake and How to Fix It.

the unconventional attorney

Play Episode Listen Later Nov 20, 2025 1:15


Biggest Law Firm Bookkeeping Mistake and How to Fix It.

The Successful Bookkeeper Podcast
EP503: Spotlight - Melanie Spillman - Building Trust & Human Connection In A Digital World

The Successful Bookkeeper Podcast

Play Episode Listen Later Nov 20, 2025 41:28


"Bookkeeping is a commodity. My accounting software can be a commodity. So how do we strike that emotional cord and how do we give the confidence that we are the right choice going forward? We're not a commodity. We are differentiating. We're building that difference." -Melanie Spillman Melanie Spillman, Vice President of Sales for Sage US Medium Businesses, shares practical ways bookkeepers can build stronger client relationships—through listening, follow-up, and authenticity. She explores how trust is earned, why active listening matters, and how to keep human connection alive in an increasingly automated industry. In this interview, you'll learn: How to build trust quickly & consistently with clients The art of active listening & letting silence do the work Why understanding your client's past & future builds connection Connect with Melanie on LinkedIn. To learn more about Sage, click here. Time Stamp 01:41 – How to build trust quickly with clients 03:34 – The power of timely follow-up 05:19 – Setting expectations & communicating clearly 06:33 – Teach, tailor & take control in client conversations 07:53 – How to ask better questions & listen actively 09:23 – Staying present & focused during meetings 12:22 – The value of silence in communication 13:54 – Showing authenticity & passion with clients 15:53 – How to build trust in the first meeting 17:22 – Asking about a client's past & future to deepen connection 20:09 – Why focusing only on history limits your impact 21:15 – How to stand out in a competitive market 22:29 – The "front door" story: lessons in emotional connection 25:39 – Why people buy with emotion & justify with logic 27:31 – Turning services from a commodity into a connection 29:34 – Keeping the human touch in an automated world 31:27 – Using AI to free time for more meaningful client work 33:22 – Understanding what really motivates clients 36:48 – Make every client interaction meaningful 38:46 – How Sage uses AI to empower bookkeepers

The Bookkeepers' Podcast
20 Years of Bookkeeping Experience in 29 Minutes — by Someone Who Grew from £0 to 6 Figures

The Bookkeepers' Podcast

Play Episode Listen Later Nov 20, 2025 29:22


In this episode, Jo and Zoe condense two decades of bookkeeping wisdom into just 29 minutes. They reflect on their biggest lessons, from pricing and mindset to boundaries and burnout, revealing the truths that transformed their businesses from £0 to six figures. They discuss why qualification is only the beginning, how to think like a business owner instead of a freelancer, and why value-based pricing is essential to scale sustainably. You'll also hear their honest take on overcoming imposter syndrome, setting meaningful goals, and learning to take care of yourself while running a successful bookkeeping practice. 2. Show Notes In this episode, you'll learn: How to avoid common mistakes when starting your bookkeeping practice. The truth about pricing — and why it should reflect value, not hours. How to shift from “doing the work” to owning a business. The power of goal setting and mapping your perfect profit & loss. Why self-care is part of your business strategy. ----------------------------------------------- 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.

the unconventional attorney
Number One Law Firm Owner Bookkeeping Red Flag

the unconventional attorney

Play Episode Listen Later Nov 19, 2025 1:10


Number One Law Firm Owner Bookkeeping Red Flag

The Ambitious Bookkeeper Podcast
LIMITED ⎸ The Bookkeeping Biz Workshops Day 3

The Ambitious Bookkeeper Podcast

Play Episode Listen Later Nov 19, 2025 84:13 Transcription Available


Send us a textWelcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business.This is the final episode of our three-part Bookkeeping Business Workshop series, where we're diving deep into designing the business. We're talking about your ideal business, your perfect-fit clients, and we're demystifying the sales process because I know that part freaks a lot of you out.In this episode you'll hear:How to design your dream bookkeeping businessThe exact framework for identifying your perfect-fit clientMy four-step discovery call structure that makes selling feel naturalThe complete roadmap for getting your bookkeeping business up and runningResources mentioned in this episode:Get the Templates & Workbook for $27: https://www.ambitiousbookkeeper.com/offers/VhYZ8EfsGet the special code and the discount for 20% off the Bookkeeping Business Accelerator, Self-Paced before December 1st at: ttps://www.ambitiousbookkeeper.com/subscribeThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Subscribe to stay in the know about Black Friday: ambitiousbookkeeper.com/subscribeBlack Friday Sale happens November 28 - Dec 2 Get access to the Dubsado Decoded Private Podcast Series here>>

the unconventional attorney
Secret S-Corp Law Firm Bookkeeping Tip.

the unconventional attorney

Play Episode Listen Later Nov 18, 2025 0:54


Secret S-Corp Law Firm Bookkeeping Tip.

The Jaded Mechanic Podcast
Dutch Silverstein Tells Us How It Is

The Jaded Mechanic Podcast

Play Episode Listen Later Nov 18, 2025 58:26


Like the show? Show your support by using our sponsors. Promotive can help you find your dream job. Touch HERE to see open jobs. Need to update your shop systems and software? Try Tekmetric HERERegister NOW for Tekmetric's Tektonic Conference coming up HEREIn this episode, Jeff Compton is joined by Dutch Silverstein and his daughter Ana. Dutch brings up the differences of a transaction-based vs relationship-based business model, urging shop owners to pursue what aligns with their personal values and long-term goals. The conversation highlights the need for self-reflection and sacrifice when considering shop ownership, as well as the dangers of lowering standards in the industry.Timestamps:00:00 Celebrating Your Return03:50 Family-Owned Automotive Safe Haven07:57 Car Repair Frustrations Persist11:43 Mechanic Reputation and Trust14:40 Mechanic's Business Growth Journey16:52 Personal Betrayal in Safe Space20:25 "Coaching Costs and Industry Influence"25:51 "Pursuing Integrity Every Day"28:49 "Sacrifice for Future Success"31:10 "Boost Productivity, Build Wealth"35:13 Work Ethic and Presence37:00 "Training Wheels Off Moment"42:23 "Self-Reflection for Business Growth"43:38 Understanding Business Metrics & Decisions46:31 Avoiding Pitfalls in Business Growth50:25 "Unpaid Work Clarification"53:21 Empowering Technicians for Success Follow/Subscribe to the show on social media! TikTok - https://www.tiktok.com/@jeffcompton7YouTube - https://www.youtube.com/@TheJadedMechanicFacebook - https://www.facebook.com/profile.php?id=100091347564232

Clean Biz Network Podcast | How To Start a 7-Figure Commercial Cleaning Company
She Built A $38,000 Per Month Business In Her 60s! Karen Denton Success Story!

Clean Biz Network Podcast | How To Start a 7-Figure Commercial Cleaning Company

Play Episode Listen Later Nov 18, 2025 49:06


AJ Simmons interviews Karen Denton on how she built a half a million dollar cleaning businessJoin us in Clean Biz Network! https://www.cleanbiznetwork.app/Get your Cleaning Business Automated! Visit https://cbnmastermindclass.biz/cbaweb...Join this channel to get access to perks:   / @ajsimmonsonline  Schedule a 1 on 1 Consultation: https://calendly.com/ajsimmonsLet my lead generation company to set bid appointments for you! Click here https://www.cleanbizcrm.com/leadgener...Follow: @AjSimmonsOnline on Instagram   / ajsimmonsonline  Need Business Insurance? Click this link https://nextinsurance.sjv.io/Ea23K9Need Business Credit? Apply at this linkhttps://americanexpress.com/en-us/ref...Need help with Accounting, Bookkeeping, and Taxes? This is the company that I use https://www.bench.co/partner/clean-bi...Thank you for watching, subscribing, liking, sharing, and commenting!!!!

The Cubicle to CEO Podcast
325. How Giving 10% Equity to One Employee Tripled This Business to 7 Figures

The Cubicle to CEO Podcast

Play Episode Listen Later Nov 17, 2025 50:17


When a traumatic brain injury forced Jenny Groberg to step away from her company for two years, it could have ended her business. Instead, it became the catalyst for exponential growth. Jenny, founder and CEO of BookSmarts Accounting and Bookkeeping, handed day-to-day leadership to her manager, Emily, granting her 10% ownership of the business plus profit sharing. During Jenny's absence, the company grew 30% year-over-year—scaling from $300K to seven figures in revenue annually. In this case study, we'll unpack how giving up control and ownership unlocked unprecedented growth, why empowering women became BookSmarts' biggest advantage, and how Jenny turned adversity into opportunity to build an unstoppable company. Connect with Jenny: https://booksmartspro.com/ LinkedIn: https://www.linkedin.com/in/jenny-groberg/ Iconic business leaders all have their own unique genius. Take this quick 10 question quiz to uncover your specific CEO style advantage: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cubicletoceo.co/quiz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you enjoyed today's episode, please: Post a screenshot & key takeaway on your IG story and tag me ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@missellenyin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@cubicletoce⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠o so we can repost you. Leave a positive review or rating at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.ratethispodcast.com/cubicletoceo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe for new episodes every Monday. Learn more about your ad choices. Visit megaphone.fm/adchoices

Circles Off - Sports Betting Podcast
Sports Betting Chaos This Week: Brutal Bookkeeping, Cold Takes & More | Presented by Kalshi

Circles Off - Sports Betting Podcast

Play Episode Listen Later Nov 17, 2025 103:47


Rob Pizzola and the team from The Hammer Betting Network dive deep into the latest news and drama making waves on Gambling Twitter. From controversial takes to unexpected betting strategies, we're breaking down all the must-know moments from the week with Geoff Fienberg, Kirk Evans, and Jacob Gramegna. In today's show, we discuss Sahdeur Sander's NFL debut, the state of the NFL MVP market and much more. Whether you're here for the insights or just the entertainment, don't miss this lively discussion on the hottest topics in the betting community on Circle Back, the latest show on The Hammer Betting Network, part of Circles Off, and proudly presented by Kalshi.

The How of Business - How to start, run & grow a small business.
588 – Bookkeeping Essentials with Jodi Arrant

The How of Business - How to start, run & grow a small business.

Play Episode Listen Later Nov 17, 2025 34:24


Bookkeeping essentials for small business with Jodi Arrant, including best practices, and the biggest mistakes to avoid in small-business bookkeeping. Show Notes Page: https://www.thehowofbusiness.com/588-jody-arrant-bookkeeping-essentials/ This episode brings a practical deep dive into small-business bookkeeping with financial professional Jodi Arrant, who shares her journey, best practices, and the most common bookkeeping mistakes business owners make. Henry and Jodi talk through essential topics like proper transaction categorization, the differences between Profit & Loss and Balance Sheet statements, and why regular bank reconciliation protects business owners from costly errors. They also discuss key year-end tasks, including cleaning up uncategorized expenses, preparing for 1099s, and reviewing financial reports before tax time. "Accurate coding and regular reconciliation are everything - your books simply can't be trusted without them," Jodi explains, offering practical advice for business owners who want cleaner books and clearer financial insights. Jodi Arrant is the founder of J. Arrant Consulting, a bookkeeping and financial operations firm based in Eugene, Oregon. With over 17 years of experience in bookkeeping, payroll, and QuickBooks consulting, she helps small business owners gain clarity, confidence, and organization in their financial systems. Jodi specializes in simplifying bookkeeping for entrepreneurs so they can focus on growing their small businesses. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

Local Small Business Coach | Improve Your Profits & Sales
Stop Being Shocked at Tax Time | Do THIS Instead!

Local Small Business Coach | Improve Your Profits & Sales

Play Episode Listen Later Nov 17, 2025 18:08


Every year small business owners act shocked when they owe money at tax time, but why? If you took money out of your business, the IRS wants its share. Today, we break down why you keep getting surprised and the simple system that will save you from the stress: setting up a high-yield savings account and moving money over every month. Even 10% is better than nothing. Whether you transfer a percentage or a set amount, the goal is the same - build a habit of saving so tax season doesn't break you. Stop being blindsided and start taking control of your numbers. -----------------------------   CONTACT ME:

the unconventional attorney
Law Firm Hidden Bookkeeping Dilemma Exposed

the unconventional attorney

Play Episode Listen Later Nov 17, 2025 0:54


Law Firm Hidden Bookkeeping Dilemma Exposed

The Ambitious Bookkeeper Podcast
LIMITED ⎸ The Bookkeeping Biz Workshops Day 2 - Tech Stacks

The Ambitious Bookkeeper Podcast

Play Episode Listen Later Nov 17, 2025 79:39 Transcription Available


Send us a textWelcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business.In this episode, we pull apart accounting tech stacks so you know what you need and what would be nice to have.In this episode you'll hear:Complete accounting stack breakdownThe business stack that'll scaleWhat you actually need to startSolutions to common tech issuesResources mentioned in this episode:Get the Templates & Workbook for $27: https://www.ambitiousbookkeeper.com/offers/VhYZ8EfsStart your free trial of Xero: https://xero5440.partnerlinks.io/xirpf8p1xkozAccountants & Bookkeepers: become a Xero partner: https://xeroamericas.partnerlinks.io/79afz10exu7dAlyssa Lang's Kickoff With Asana: https://serenashoup.krtra.com/t/41Ux6YmOFQYfQuickBooks Online: https://www.referquickbooks.com/s/Serena4Relay Bank: https://relayfi.com?referralcode=ShoupCPAGusto Payroll: https://gusto.com:/partners/i/serena591Dubsado: https://www.dubsado.com/?c=shoupcpaCanva: https://www.canva.com/join/relish-scale-floristicClockify: https://clockify.me/?fpr=qyebl2Google Workspace: https://referworkspace.app.goo.gl/Xo4GKajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nuDouble (Formerly known as Keeper): https://keeper.app/?via=serenaOpenPhone: https://openph.one/referral/XA0kFFRThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Subscribe to stay in the know about Black Friday: ambitiousbookkeeper.com/subscribeBlack Friday Sale happens November 28 - Dec 2 Get access to the Dubsado Decoded Private Podcast Series here>>

the unconventional attorney
If Your Law Firm Bookkeeper Tells You to do this - Run

the unconventional attorney

Play Episode Listen Later Nov 16, 2025 0:51


If Your Law Firm Bookkeeper Tells You to do this - Run

the unconventional attorney
We Save So Much Time for Law Firm Owners it Must be Illegal

the unconventional attorney

Play Episode Listen Later Nov 16, 2025 0:47


We Save So Much Time for Law Firm Owners it Must be Illegal

the unconventional attorney
Starting a Law Firm? Everything You Need to Know About Bookkeeping and Tax

the unconventional attorney

Play Episode Listen Later Nov 16, 2025 12:40


Starting a Law Firm - Everything You Need to Know About Bookkeeping and Tax

Investing in Impact
Quick Brief: The All Aboard Coalition Fund - Bridging the $300 Million "Missing Middle" in Climate Tech Scale-Up

Investing in Impact

Play Episode Listen Later Nov 14, 2025 4:16


This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------The All Aboard Coalition is a collaborative investment fund created by a group of established venture capital and private equity firms. It aims to raise $300 million by October and begin investing before the end of the year.Unlike early-stage seed funds, this one focuses on companies that already have validated technology and are now ready to expand into full-scale production.It will make equity or convertible equity investments between $100 million and $200 million per company.In simple terms, the All Aboard Coalition is positioning itself to fill the funding gap between early venture capital and large infrastructure financing, helping climate companies move from concept to commercial scale.Read full breakdown. ----------------------------------------Investing in Impact is powered by PIF Advisory — a global services firm empowering startups and enterprises with expert guidance, tailored solutions, and measurable results. Whether you're launching your first venture or scaling globally, PIF Advisory delivers full-cycle support across every core function of your business:Bookkeeping, Accounting & Tax Management – Organized, compliant, and transparent financials managed by licensed professionals (CPAs, CFAs, CMAs, and lawyers) to drive smarter decision-making.Growth & Marketing – Data-driven strategies across branding, web, advertising, CRM, and sales enablement—all optimized for measurable ROI.Outsourced CFO – Flexible financial leadership covering cash flow, forecasting, and strategic planning.Entity Management – Stay compliant and ready for scale with expert corporate governance and compliance support.Operations, HR & Admin – Streamlined infrastructure to boost team efficiency and keep your business running smoothly.IT & Security – Safeguard your data and operations with best-in-class infrastructure, compliance, and protection.Technology Consulting – Build the right tech stack with expert support across NetSuite, QuickBooks, Avalara, and more.Management Consulting – Unlock growth with industry-specific advisory services focused on metrics, operations, and scalability.As a sister company to PIF Capital Management, they also offer clients direct insights into venture capital and access to a global investor network—ranging from individuals to sovereign wealth funds.

the unconventional attorney
Law Firm Owner Real Estate Tax Hack

the unconventional attorney

Play Episode Listen Later Nov 13, 2025 1:22


Law Firm Owner Real Estate Tax Hack

the unconventional attorney
Law Firm Owner Year-End Tax Hack #2

the unconventional attorney

Play Episode Listen Later Nov 12, 2025 0:37


Law Firm Owner Year-End Tax Hack #2

The Ambitious Bookkeeper Podcast
LIMITED ⎸ The Bookkeeping Biz Workshops Day 1

The Ambitious Bookkeeper Podcast

Play Episode Listen Later Nov 12, 2025 79:32 Transcription Available


Send us a textWelcome to this special workshop series that will only be up for a LIMITED TIME (Till December 1st) where we're diving deep into what it really takes to start and run a virtual bookkeeping business.In this first session, we talked about imposter syndrome, limiting beliefs that hold us back, and the big scary topics everyone's whispering about: AI and market saturation.In this episode you'll hear:The truth about AI and your bookkeeping careerWhy market saturation is a mythThe difference between bookkeeping and accountingHow to flip the script on your limiting beliefsResources mentioned in this episode:Get the Templates & Workbook for $27: https://www.ambitiousbookkeeper.com/offers/VhYZ8EfsStart your free trial of Xero: https://xero5440.partnerlinks.io/xirpf8p1xkozAccountants & Bookkeepers: become a Xero partner: https://xeroamericas.partnerlinks.io/79afz10exu7dThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Subscribe to stay in the know about Black Friday: ambitiousbookkeeper.com/subscribeBlack Friday Sale happens November 28 - Dec 2 Get access to the Dubsado Decoded Private Podcast Series here>>

the unconventional attorney
Law Firm Owner Year-End Tax Hack #1

the unconventional attorney

Play Episode Listen Later Nov 11, 2025 0:40


Law Firm Owner Year-End Tax Hack #1

The Business Credit and Financing Show
KC Chohan: How to Go Beyond Bookkeeping and Build a Tax Strategy That Scales

The Business Credit and Financing Show

Play Episode Listen Later Nov 10, 2025 27:39


KC Chohan is the founder of Together CFO, a premier advisory firm specializing in advanced tax strategies for high-net-worth business owners and family offices. Known as the secret weapon for CPAs and financial advisors, KC has helped clients save millions by implementing innovative solutions that go far beyond standard tax loopholes. Born in England and now based in Beverly Hills, Los Angeles, KC has built a reputation as a trusted authority in wealth and tax planning. His expertise has been featured in Forbes, Entrepreneur Magazine, NBC, Yahoo Finance, and Fox News, where he is recognized for breaking down complex strategies into clear, actionable insights. A dynamic speaker, KC has shared his knowledge on global stages including the Accounting and Finance Conference, The Money Show, Quantum Mastermind, Amplify, and Market Disruptors. Today, he continues to empower entrepreneurs, financial professionals, and family offices to minimize taxes, protect wealth, and create lasting financial legacies. During the show we discussed: Biggest tax mistakes high-net-worth owners make How strategic giving cuts taxes and builds wealth Role of asset protection in minimizing taxes Why a CPA or bookkeeper isn't enough Creating a custom tax strategy beyond loopholes When to bring in a CFO Key financial roles every business needs Bookkeeping vs. high-level tax strategy How Together CFO's approach stands apart Saving millions through proactive tax planning Overlooked tax breaks for 7–8 figure entrepreneurs Tying legacy and generational wealth to tax strategy Using AI and automation for smarter tax planning Strategic giving for impact and savings Building the right financial team for tax efficiency Resources: https://togethercfo.com/ https://financialfusion.io/   

the unconventional attorney
A Weird Way Law Firm Bookkeeping Saves You Money

the unconventional attorney

Play Episode Listen Later Nov 10, 2025 0:50


A Weird Way Law Firm Bookkeeping Saves You Money

the unconventional attorney
Law Firm Owner Common Bookkeeping Mistake

the unconventional attorney

Play Episode Listen Later Nov 10, 2025 0:48


Law Firm Owner Common Bookkeeping Mistake

Real Estate Investor Dad Podcast ( Investing / Investment in Canada )
How to Build a Rock-Solid Real Estate Power Team | Real Estate Investing Canada | Alberta

Real Estate Investor Dad Podcast ( Investing / Investment in Canada )

Play Episode Listen Later Nov 10, 2025 68:45


How to Build a Rock-Solid Real Estate Power Team (Even on Your First Deal) Real Estate Investing Morning Show – Hosted by Wayne & Gabby Hillier Asking "who" beats asking "how." In today's episode, Wayne & Gabby break down how beginners (and seasoned investors who need a reset) can assemble a reliable, investor-focused power team—so you can move faster, avoid costly mistakes, and keep your business storm-ready.

the unconventional attorney
The Meals You Can Write Off 100%

the unconventional attorney

Play Episode Listen Later Nov 8, 2025 0:48


The Meals You Can Write Off 100%

Coach Carson Real Estate & Financial Independence Podcast
#457: The Only 4 Bookkeeping Systems You Actually Need

Coach Carson Real Estate & Financial Independence Podcast

Play Episode Listen Later Nov 7, 2025 23:23


⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom: http://coachcarson.com/rpm   

the unconventional attorney
Spouses and Travel - Know the Rules

the unconventional attorney

Play Episode Listen Later Nov 7, 2025 0:23


Spouses and Travel - Know the Rules

the unconventional attorney
Why You Can Legally Write-Off Strategic Planning Trips.

the unconventional attorney

Play Episode Listen Later Nov 6, 2025 0:54


Why You Can Legally Write-Off Strategic Planning Trips.

the unconventional attorney
The Tax Strategy Fact Bookkeepers Don't Want You to Know

the unconventional attorney

Play Episode Listen Later Nov 5, 2025 0:46


The Tax Strategy Fact Bookkeepers Don't Want You to Know

the unconventional attorney
Law Firm S-Corp Election Step-by-Step

the unconventional attorney

Play Episode Listen Later Nov 5, 2025 5:10


Law Firm S-Corp Election Step-by-Step

the unconventional attorney
Our Quarterly Goal Setting Process.

the unconventional attorney

Play Episode Listen Later Nov 4, 2025 0:56


Our Quarterly Goal Setting Process.