Podcasts about Bookkeeping

Law Firm Owner Real Estate Tax Hack

Law Firm Owner Year-End Tax Hack #2

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>>

Law Firm Owner Year-End Tax Hack #1

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/   

Law Firm Owner Common Bookkeeping Mistake

A Weird Way Law Firm Bookkeeping Saves You Money

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 Meals You Can Write Off 100%

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

Spouses and Travel - Know the Rules

Why You Can Legally Write-Off Strategic Planning Trips.

Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! This pre-tax season, our favorite Bookkeeping Mensch, Paul Rosenblum is having fun because he's knee-deep in one of his favorite things—a DIY bookkeeping cleanup. He takes us along on the clean up journey, including two tangled LLCs, years of unreconciled accounts, and more. He finds joy in the process by relabeling accounts, sorting out equity, and turning confusion into clarity. It's a reminder that not every mess is a nightmare, especially when the client is cooperative, communicative, and appreciative. As pre-tax season ramps up, Paul's feeling—dare we say—pre-seasoned and proud of this bookkeeping cleanup.Support the show

find our links here: https://linktr.ee/6fb In this refreshingly practical episode, Jo and Zoe share how bookkeepers can find clients without relying on social media. While both love online marketing (and even built their own social media tool, Journal), they recognise that not every bookkeeper feels confident online. This conversation breaks down a simple three-level approach for finding clients offline — starting with your closest connections, expanding into local networks, and using local press to build authority. Packed with humour, relatable stories (including Zoe's daughter's accidental referral and the legendary “policeman and toddler” news story), the episode proves that visibility doesn't have to mean viral. Jo and Zoe reveal how to find bookkeeping clients without using social media. Discover the three levels of offline visibility that every bookkeeper can use to grow their practice locally — from word of mouth to newspaper features! You'll Learn: Why your family and friends are your best first marketing team How to confidently network (even if you hate networking) The secrets to getting featured in local press and magazines How to pitch your story to journalists the right way The SEO benefits of appearing in online news Resources Mentioned: Building a StoryBrand by Donald Miller Journal – Social media tool for bookkeepers The Bookkeepers' Collective training on press releases ----------------------------------------------- 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.

Law Firm S-Corp Election Step-by-Step

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

Send us a textStop Guessing, Smart Budgeting — it's time to take control of your rental property finances.In this week's episode of Your Landlord Resource Podcast, we share smart budgeting tips for rental property owners that turn your rentals into a confident, well-run business.Building on Episodes 78 (Bookkeeping & Accounting Tips for Landlords) and 79 (Accounting Software for Landlords), we discuss how self-managing landlords can create a practical budget, forecast expenses, manage reserves, and plan for profit. You'll learn how to track cash flow, prepare for maintenance and capital projects, and stop reacting to financial surprises.We also dive into the best tools to help landlords stay organized and in control and explain which ones fit best depending on your portfolio size and experience level.By the end, you'll know exactly how to use budgeting as your most powerful business tool — not just to survive, but to grow.What You'll LearnHow to build and manage a rental property budgetWhy reserves matter and how to fund themHow to plan for maintenance and CapExHow to budget for profit, not just expensesWhich software tools make it easier

Our Quarterly Goal Setting Process.

Are you a broke business owner?

Our Strategic Work Trip Agenda.

Does the business side of design intimidate you? Many creatives dream of launching their own interior design business but freeze when it comes to legal paperwork, contracts, licenses, or financial planning. It feels complicated—almost like a foreign language that wasn't covered in design school.The truth is, understanding the legal and financial setup isn't as scary as it sounds. When you have a clear checklist and guidance, you can turn your creative passion into a legitimate business that clients trust.In this episode, I'm breaking down the non-negotiable legal and financial must-haves to help you build your business on a solid foundation. From your EIN and business license to contracts and bookkeeping systems, you'll have a clear checklist for setting up your design business legally and professionally—so you can stop second-guessing yourself and finally take confident action.What You'll Learn in This Episode✔️ The essential legal steps for launching your interior design business✔️ How to apply for an EIN and why it protects your privacy✔️ Choosing the right business structure: LLC, S-Corp, or Sole Proprietor✔️ The importance of licenses, permits, and business insurance✔️ Why contracts are non-negotiable for every client relationship✔️ Setting up business banking and payment systems for clean finances✔️ How to shift your mindset from hobbyist to confident CEORead the Blog >>> Essential Steps to Set Up Your Design Business LegallyNEXT STEPS:

Aligator Tours and Tax Savings.

The Best Way to Buy a Building for Your Law Firm.

Quick End of Year Law Firm Owner Tax Tip.

Thanks for tuning in to the Mind Your Farm Business podcast! In this episode, host Shaun Haney is joined by Ursina Studhalter, chartered professional accountant, author of Farming Frontiers substack, and sheep farmer, for a practical conversation on the not-so-glamorous — but absolutely essential — task of farm bookkeeping. From managing receipts to choosing accounting... Read More

Quarterly Strategic Business Trips - A Tax Write Off AND Good for Biz!

Don't Mess this Up when Travelling for Business!

2 Signs it is Time to Hire a Bookkeeper

When Kirstin Reeder's first-ever bookkeeping client turned out to be a tour operator, she didn't expect it to change the course of her business. But that relationship revealed how often tour operators are misunderstood by traditional accountants. Today, Kirstin and her teammate Amber Call run Purple Sapphire Business Solutions, a firm focused entirely on the unique financial needs of the tour and activity industry.This episode is packed with real-world guidance on how to set up your books, track profitability, avoid fraud, and prepare for seasonality. Whether you are just getting started or running a multi-day operation, Kirstin and Amber share the habits and systems that help operators build financially healthy businesses and reduce stress at tax time.And if you're attending TourWeek 2025, you can come meet Kirstin in person!Download their free expense audit calculator

Your business isn't growing and it's frustrating.

Attorneys - Don't Make this IOLTA Mistake!