Podcasts about Bookkeeping

Send us a textJoin Serena and Alyssa Lang, the Workflow Queen, as they dive deep into the results of the first-ever State of Virtual Bookkeeping and Accounting Industry Report! We collected over 200 responses from bookkeepers and accounting firm owners like you, and the data is honestly eye-opening. This isn't your typical corporate survey - this is BY us, FOR us small firm owners.In this episode you'll hear:The advisory services reality check - Why 41% of you are probably already doing advisory work but not charging for itThe referral marketing machine breakdown - Since 41% of you rely on word-of-mouth referrals, we're sharing specific strategies to systematize and amplify your referral gameTeam structure insights - Why so many are working full-time but haven't built a team yetClient capacity breakdown - 26% are serving 20+ clients, and we're breaking down how that's even possibleIndustry positioning trends - What people are calling themselves and their businessesResources mentioned in this episode:ambitiousbookkeeper.com/resultsConnect with Alyssa:

Content Creators CANNOT Write-off Clothes

In this episode of the Sunlight Tax podcast, I talk about something that can feel overwhelming for a lot of us: taxes and bookkeeping, especially if you're a self-employed person. I share why having a positive mindset around money stuff really matters and how it can actually make tax season a lot less stressful. I also introduce my new workbook, which is designed to help you move past some of those mindset blocks that can make dealing with taxes feel so heavy. Throughout our chat, I offer practical tips, like why it's so important to have a separate bank account for your business, and how setting up just a few basic expense categories can make a big difference in staying organized. Join me in this episode and feel empowered to take small, proactive steps with your finances so you can ditch the stress and focus on the creative work you love. Also mentioned in today's episode:  03:22  The Importance of Bookkeeping 07:13  Setting Up for Success: Business Bank Accounts 09:57  Mid-Year Check-In and Action Steps   Takeaways The mindset around taxes can significantly impact financial management. Bookkeeping should be done consistently throughout the year. Procrastination in bookkeeping leads to increased stress at tax time. Having a separate business bank account simplifies financial tracking. Every transaction needs to be categorized for accurate tax reporting. Doing any bookkeeping now reduces work at tax time. Mid-year is a great time to assess your financial organization. Setting up expense categories can be done easily with a spreadsheet. A visual guide to tax deductions can help streamline the process. Taking small steps now can lead to greater financial peace later.   If you enjoyed this episode, please rate, review and share it!  Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.   Links: Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. Link to pre-order my workbook, Taxes for Humans: The Workbook Get your free visual guide to tax deductions Check out my program, Money Bootcamp  

You could be losing sales and profits every single day—and not even realize it.

Blatant Red Flag for IRS Auditors

How to Use AI for Law Firm Tax Strategy

The ONE time law firm networking beats law firm ads

Top 5 Tax Mistakes Law Firm Owners Make

Law Firm Owner Credit Card Advice

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman offer a candid and insightful conversation about what it really takes to build a six-figure bookkeeping practice. Prompted by a viral video that oversimplified the journey to business success, Jo and Zoe discuss the misconceptions that are often shared online and how these narratives can knock the confidence of hardworking bookkeepers. Drawing on Jo's personal journey of building a six-figure business, the episode breaks down the key components of success: visibility, investment (in time, money, and personal development), mindset, and consistency. Jo shares how she built her practice in public, the practical steps she took to gain clients early on, and how she prioritised growth through team support and marketing. Zoe challenges Jo with frequently asked questions from the community, providing a deep dive into the practical and emotional realities of running a bookkeeping business. They address the pitfalls of comparing your progress to curated success stories online and stress the importance of finding your own version of success. What Listeners Will Learn: - The difference between starting a bookkeeping practice and growing a successful one. - Why being a technical expert matters as much as marketing when building credibility. - The truth behind the "laptop lifestyle" and what it actually looks like day-to-day. - How to build visibility and confidence, especially when starting from scratch. - The mindset shift required to treat your practice as a real business. - What strategic actions helped Jo reach six figures – and how you can adapt them. - Why consistency, self-reflection, and investing in support are critical for long-term growth. ----------------------------------------------- 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.

How To Use AI To Check On Your CPA

Law Firm Owner P&L Organization Tip

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.----------------------------------------Welcome back to Investing in Impact, the podcast where we dive deep into the minds of visionary leaders building a more sustainable and equitable future.Today, I'm joined by Josh Kaufman, CEO and Co-Founder of Khasma Capital. Khasma is on a mission to empower development teams by providing the critical early-stage capital and support needed to accelerate the construction of low-carbon infrastructure.In a world where many promising climate technologies struggle to move from pilot to scale, Khasma stands out. Their unique investment model combines flexible financing with strategic and operational expertise—bridging a crucial gap that traditional capital often overlooks.In this conversation, Josh shares his journey of launching and rebranding the firm, what it takes to commercialize climate infrastructure, and why Khasma is doubling down on sectors like waste upcycling, textile recycling, alternative fuels, and long-duration energy storage.TakeawaysJosh Kaufman's journey into climate finance began with a passion for renewable energy.Kazma Capital focuses on empowering development teams rather than taking control of projects.Investment in climate solutions requires a clear project definition and risk assessment.Innovative projects include solar panel recycling and renewable heating oil from biomass.The learning curve in the climate sector involves understanding various energy technologies.The renewable energy sector has seen significant growth and cost reductions over the past decade.Challenges in reconfiguring the energy grid are influenced by regulatory bodies and utilities.Competition in the energy market is essential for innovation and efficiency.Solar energy continues to grow, but faces challenges in maintaining growth rates.Kazma Capital's revenue model includes both development risk and equity stakes in projects. ----------------------------------------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.

In this episode of Drink While You Think, Kenji & Matthew dig into what the future holds for Sorren and for accounting — from the next evolution of CAS to the agentic space, plus how they're thinking about firm-building from here.Tune in for topics like...

In this week's episode, we're joined by Kellé Thorpe, fractional CFO and founder of Kommas with Kellé, to talk all things money—from forecasting profits to managing cash flow. Kellé breaks down what a fractional CFO actually does, common financial mistakes event professionals make, and how to get clearer on exactly how much you'll earn from every project. We also dive into tips for business owners from increasing profits and navigating slow seasons, to building smarter, more sustainable event businesses. If you're ready to take the guesswork out of your finances, this episode is packed with practical advice and next steps. SHOW NOTES: Connect with Kellè Thorpe: Website: www.kommaswithkelle.comInstagram: https://www.instagram.com/kommaswithkelle/YouTube:  ⁨@KommaswithKelle⁩  LinkedIn: https://www.linkedin.com/in/kellethorpe/Facebook: https://www.facebook.com/KommaswithKelleLearn more about Kelle's conference, Business Essence with Women conference: https://businesswomenwithessence.com/ Register interest for the 2025 Better Events Conference: https://forms.gle/EPAcPNYVxdVT4eGs7 Learn more about the conference: https://bettereventspod.com/conference Join the paid Better Events Community: https://bettereventspodcast.substack.com/ Buy Us a Coffee Link: https://www.buymeacoffee.com/bettereventspod THANKS FOR THE LOVE! Love this podcast? Please share with your event friends, tag us, and leave a review! Leave us a rating on Spotify: https://open.spotify.com/show/04ivq77TMgF5HhJHJOMe1V Leave us a review on Apple Podcast: https://podcasts.apple.com/us/podcast/better-events/id1561944117 —— FOLLOW US ON INSTAGRAM: @bettereventspod @loganstrategygroup_events (Logan) @epeventsllc (Mary)

In this episode of Drink While You Think, Kenji & Matthew talk about what happens after the deal closes — how they told the team, how fast integration started, and how many emotions went into this process.Tune in for topics like...

Are your business finances a mess?

There are now long-term care services for the rest of us. Please visit this episode's sponsor at: www.sasservba.com

In episode 40 of Wake Up to Wealth, Brandon Brittingham interviews Sara Lavdas, a Certified Public Accountant and a Chief Financial Officer, as she shares her insights on how entrepreneurs can better manage their finances, avoid common pitfalls, and leverage strategies like cost segregation to maximize tax benefits.Tune in for valuable discussions on wealth management and financial strategies that can enhance your journey to financial independence. SOCIAL MEDIA LINKSBrandon BrittinghamInstagram: https://www.instagram.com/mailboxmoneyb/Facebook: https://www.facebook.com/brandon.brittingham.1/ Sara LavdasLinkedIn: https://www.linkedin.com/in/sara-lavdas-73a31aa5/==========================SUPPORT OUR SPONSORS:Email Carson at The Money Multiplier: carson@themoneymultiplier.comHorizon Trust: https://www.horizontrust.com/BrandonBResponsive Mortgage: https://www.responsivemortgage.com/Rocketly: https://rocketly.ai/   

This week I have two stories for you. The first is about couple that gives up wealth for a child but then comes to the Baal Shem Tov asking for help and the second a short story about Reb Zusha who helps a wealthy Jew see what true wealth is. If you're enjoying these Chassidic stories, please take a quick moment to buy me a coffee. https://ko-fi.com/barakhullman Thank you! I deeply appreciate your support! Also available at https://soundcloud.com/barak-hullman/can-i-tell-you-about-hashems-bookkeeping-baal-shem-tov-story. To become a part of this project or sponsor an episode please go to https://hasidicstory.com/be-a-supporter. Hear all of the stories at https://hasidicstory.com. Go here to hear my other podcast https://jewishpeopleideas.com or https://soundcloud.com/jewishpeopleideas. Find my books, Figure It Out When You Get There: A Memoir of Stories About Living Life First and Watching How Everything Falls Into Place and A Shtikel Sholom: A Student, His Mentor and Their Unconventional Conversations on Amazon by going to https://bit.ly/barakhullman. My classes in Breslov Chassidus, Likutey Moharan, can be found here https://www.youtube.com/@barakhullman/videos I also have a YouTube channel of ceramics which can be found here: https://www.youtube.com/@thejerusalempotter

Outsourcing your bookkeeping isn't just a cost-saving move; it could be the smartest strategic decision your business makes this year. In this episode, Larry Heller, CFP®, CDFA®, sits down with Cheri Giglia, Owner and Managing Director of Supporting Strategies on Long Island, to explore why more small businesses are turning to virtual bookkeeping for efficiency, … Read More Read More

Apple Podcast Description: In this episode of the Inner Edison Podcast, host Ed Parcaut sits down with Jeff Trapp, an experienced tax strategist and founder of Tax Planning Pros. Jeff clarifies the differences between an Enrolled Agent (EA) and a CPA, shares candid stories about his path into the tax field, and offers practical advice for business owners on proactive tax planning. Listen in as Jeff reveals common tax mistakes, the importance of building your personal brand, and key tips for keeping your books in order. Whether you're a solo entrepreneur or a seasoned business owner, this episode is packed with timely insights on saving money, building wealth, and navigating the complex world of taxes. Plus, discover how Jeff overcame setbacks to launch his own successful firm and what you should be asking your accountant to maximize your financial legacy. Learn more about Jeff at taxplanningpros.com and get inspired to take control of your business—and your taxes—today! **Contact Ed Parcaut:** -

I can't believe I've been doing this since 2016. All I've ever wanted was to help small business owners run more profitable businesses. To share what I learned from top retailers and my own experience having a small business. Business numbers are the most important tool a small business owner has to grow their sales & profits and over the years, this has become my top requested content.  Time to pivot...Let's discuss -----------------------------   CONTACT ME:

Blake and David return from Sage Future 2025 with insights into how AI is reshaping accounting—from eliminating the financial close to real-world use cases. They also cover Elon Musk and Donald Trump's public breakup, the latest in Deel's corporate spying allegations, Deloitte's unapologetically intense work-life balance ad, and a billion-dollar “AI” startup that turned out to be powered by humans.SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperTeamUp - http://accountingpodcast.promo/teamup Payhawk - http://accountingpodcast.promo/payhawkChapters(00:00) - Welcome to The Accounting Podcast (01:02) - AI in Accounting: Real-World Examples (05:08) - Sage Intacct Roadmap and AI Innovations (12:02) - AI's Impact on Accounting Jobs (18:33) - AI in Auditing: Tools and Trends (26:54) - Internal Audit and AI Adoption (32:36) - Elon Musk and Donald Trump Fallout (35:43) - Impact of Tariffs and Political Alliances (37:03) - Rippling vs. Deel: Allegations and Legal Battles (40:45) - Deloitte's Work-Life Balance Ad Controversy (43:10) - Accounting Profession's Retention and Salary Issues (46:43) - CPA Title Removal Debate (49:23) - 150-Hour Rule and Master's Degree Debate (52:56) - Trump-Musk Fallout and Its Implications (01:01:07) - Alliant Group and IRS Commissioner Controversy (01:05:14) - AI Startup Fraud Exposed (01:07:08) - Conclusion and Announcements  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/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want 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

Growth doesn't always mean profit.In this episode, I'm joined by ProfitHive founder Kevin Bees to talk about how growing businesses leak money—and how to stop it. Kevin shares the 7 hidden areas where founders lose margin, plus a tactical framework for getting your financial house in order without becoming an accountant.

Earmark Media Presents a bonus episode of Earmark Podcast:  What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to examine the research behind the PCAOB's effectiveness and what elimination could mean for audit quality. You'll discover why companies with clean audit inspections can raise capital more easily, how the infamous "40% deficiency rate" actually works, and why these researchers believe dismantling the PCAOB could undermine trust in U.S. capital markets. The conversation reveals the hidden economics of audit oversight and explains why there hasn't been a major public company fraud since Enron and WorldCom.Chapters(00:00) - Welcome to the Show (01:10) - Meet the Experts (02:59) - Discussion on PCAOB's Elimination (08:17) - Research Insights on PCAOB's Effectiveness (20:11) - Deficiency Rates and Audit Quality (24:50) - Economic Impact of Fraud and PCAOB's Role (25:20) - Regulatory Model of the PCAOB (25:59) - Incentive Structure and Audit Quality (26:59) - Inspection Deficiency Rates (28:54) - Restatement Rates vs. Deficiency Rates (30:23) - Auditor-Client Relationship Tensions (31:42) - Documentation Issues in Audits (35:15) - Effectiveness of PCAOB Inspections (37:49) - Impact of PCAOB on Financial Reporting Quality (40:33) - Potential Elimination of the PCAOB (44:00) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download 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 Guests:Maureen McNicholshttps://www.gsb.stanford.edu/faculty-research/faculty/maureen-mcnicholsNemit Shroffhttps://mitsloan.mit.edu/faculty/directory/nemit-shroffDaniel Aobdiahttps://directory.smeal.psu.edu/dza5396Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/