Podcasts about CPA

According to CNBC - A shutdown could lead to 90% of staff at the U.S. Department of Education being furloughed, according to higher education expert Mark Kantrowitz. As an Employee: Stay positive Connect (if you want to) Stay Active Learn Something New Stay humble Eat Healthy Slow Down THANK YOU FOR LISTENING! #Furlough #StudentLoans #AboutThatWallet #EmployeeLife Continue to support the show by subscribing, sharing and leaving comments on your favorite platforms. This help others like yourself find me.   ______________________ AFFILIATES/SPONSORS: DISCLAIMER: these are sponsored links in which I get paid and you can benefit for being a listener to the podcast. Start your investment journey with free stocks!  https://aboutthatwallet.com/webull Gain access to over 5,000 training videos to increase your skillset: https://shopakanundrum.com/?ref=atw My equipment: Rode Caster Pro - https://amzn.to/3i596tF Streamyard - https://streamyard.com?pal=4718936395612160 SHURE SM7B Dynamic Microphone - https://amzn.to/3AbV040 Microphone Stand - https://amzn.to/3NIeBfz Listen to the show on Audible: Try Audible and get 2 free books - https://amzn.to/3tWuDdJ Listen to the podcast on your favorite listening platforms such as Apple, Google, Spotify, Amazon and more!! -- DISCLAIMER: I am not a CPA, attorney, insurance, contractor, lender, or financial advisor. The content in this audio are for educational purposes only. You must do your own research and make the best choice for you.  Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments. If you need advice, please contact a qualified CPA, CFP, an attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. EPISODE 205 --- Send in a voice message: https://podcasters.spotify.com/pod/show/aboutthatwallet/message Support this podcast: https://podcasters.spotify.com/pod/show/aboutthatwallet/support

Key Takeaways: Start tax planning early and review financials to make informed decisions for the upcoming year. Analyze revenue trends and identify areas where you can better serve your customers. Consider investing in capital equipment or expanding your business based on projected growth. Consult with a CPA or financial planner to develop a solid plan and make the most of tax savings opportunities. Chapters:   | **Timestamp** | **Summary** | | ------------- | ----------- | | 0:00:07 | Introduction and disclaimer | | 0:00:38 | Introduction to the episode | | 0:01:16 | Importance of tax planning for the end of the year | | 0:03:18 | Budget considerations for business owners in 2024 | | 0:04:45 | Using past financials to plan for future revenue growth | | 0:07:04 | Business owners reevaluating operations and pricing structures | | 0:08:35 | Importance of objective perspective from a CPA | | 0:09:13 | Reflecting on budgeting and developing strategies | | 0:09:26 | Contact information for further discussion | | 0:09:58 | Disclaimer and closing statement |   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Philip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Thank you for reading our free content on financial planning, the wealth mindset, and investing in innovation. If you've found value in our blog posts, I invite you to take your knowledge and commitment to the next level. Sign up for our premium paid newsletter today and receive daily insights and expert analysis directly in your inbox. Stay ahead of the curve and unlock the secrets to financial success. Don't miss out on this opportunity to deepen your understanding and gain an edge in the world of finance. Join our premium community now and embark on a journey towards financial abundance and investment excellence. Sign up today and let's grow together! WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.  

Come and listen while Host Christina Spoletini interviews women who are helping others rediscover themselves and build confidence. #DivasThatCare  Linda Lingo is an authority on women building wealth. Her successful 35 year career in corporate America and her 10 years as a Financial Advisor have given her practical experience, radical knowledge and a deep understanding of the best ways to manage money for the modern day woman. Women work with Linda to discover how to become a master at their finances, build their wealth and make an even bigger impact in the world. Linda's mission is to empower women with smart strategies for a successful, stress-free approach to money. Through inspiration and education, Linda guides women into clarity and confidence in their finances so they can live the life they desire.  Linda has her MBA in Finance and has served as a Corporate Controller in a Fortune 500 company and CPA with Ernst & Young CPAs. https://www.facebook.com/lindalingofinancialcoach/ instagram.com/moneymamamentor linkedin.com/in/lindalingo https://www.youtube.com/channel/UCZlqhRTVcGwmiSyQqbb09jg www.lindalingo.com/retirement-masterclass/

Today's episode is a very personal one. And I share that because when I started the podcast I don't think I was quite ready to own my shame and guilt around what had happened to me in my early 20's around money. As you may or may not have noticed I have had quite a few CPA's on the show along with financial advisors etc. And that my dear friend is not by mistake. My financial traumas have been begging for some attention and I have been cutely toe dipping my way around the ownership and awareness that needed to happen in order for me to began the healing journey. So, in today's episode you will have an inside ear to WHY I am so passionately taking back control in this area of my life and locking arms with new friends who feel like family and asking for help! The greatest form of #selflove I believe…the ask. But first we must get radically honest with ourselves in order to own what is and to THEN take the necessary action to create change. The team at Journey to Financial Freedom has walked me through the step by step program they've created to help people just like me (and maybe you) take radical financial ownership in order to create the level of wealth they desire to have in their lives. I don't know about you but I know I can't (and don't want) to do this work alone. Which is why I had Steph join me on today's episode to help me share what JFF provides it's clients and how you can join along side me as I embark on this life changing journey to financial freedom. Connect with Stephanie Hall: @your_abundant_gf Visit: https://www.journeytofinancialfreedom.co/ Connect with me on IG: @jessicaburgio Looking to start, launch or grow your podcast?? Visit: www.mediaunscripted.com Gut Personal Discount code: www.gutpersonal.com/jessica_10 Grab a copy of my book Come As You Are: The Art of Unbecoming Who They Told You To Be - https://a.co/d/6LSJIjK Book a 1:1 Strategy Session with Jess: https://calendly.com/beautyinspiresbeauty/1-1-coaching-session?month=2023-01

Opportunities abound for technology companies, but in such a dynamic industry, how can business leaders navigate risk and plan for continued success? In this episode of The Wrap, our hosts are joined by two of Warren Averett's technology industry experts, Larry Pirkle, CPA, and Yogesh Patel, CPA, CFE, to discuss the challenges and opportunities affecting business leaders in the tech space. Listen in to learn more about raising capital and growing revenue, finding employees with up-to-date experience and protecting customer data.  In this episode, you'll hear: Discussion about raising capital and the impact rising interest rates are having on valuationsAdvice for growing revenue and investing funds back into the businessInsight about the importance of product development for tech companiesHow the advancements in AI are affecting the search for experienced developersInformation about SOC reports and whether they are a worthwhile expense Resources for additional information:Podcast: Episode 014 – Your Team's Work Makes Your Dreams Work (Recruiting and Retaining Employees)Podcast: Episode 039 – Why is SOC Reporting Important to Service Provider Businesses? Blog: Every Financially Strong SaaS Business Model Embraces These 4 Vital ElementsBlog: Four Ways Technology Companies Can Weather a Recession or Economic DownturnBlog: What is a SOC Report? (And Other Questions Answered About Your Internal Controls)Blog: Five Key Considerations for Growth-Stage FintechsBlog: Guide for Software Companies Being Acquired by Private Equity

SponsorsCaleb and Greg discuss a beloved oenophile who was shaking up the stuffy world of high-end wine collectors by buying and selling large quantities of sought after bottles. HOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.CONNECT WITH THE HOSTSGreg Kyte, CPATwitter: https://twitter.com/gregkyteLinkedIn: https://www.linkedin.com/in/gregkyte/Caleb NewquistTwitter: https://twitter.com/cnewquistLinkedIn: https://www.linkedin.com/in/calebnewquist/Email us at ohmyfraud@earmarkcpe.comSources: The great wine fraud - The GuardianSouthern District of New York | Wine Dealer Rudy Kurniawan Convicted In Manhattan Federal Court For Creating And Selling Millions Of Dollars Of Counterfeit Wine | United States Department of Justice - DOJSouthern District of New York | Prominent Wine Dealer Rudy Kurniawan Sentenced In Manhattan Federal Court To 10 Years In Prison For Selling Millions Of Dollars Of Counterfeit Wine - DOJManhattan U.S. Attorney And FBI Assistant Director-In-Charge Announce Charges Against Wine Dealer For Multi-Million Dollar Fraud Schemes - DOJSour Grapes - Documentary Film currently available on PeacockHow Long Can A Wine Be Stored And When Is It Ready To Drink? - rarewineinvest.com History Of The Wine Investment Market - BiBOHow Rudy Kurniawan Fooled the Wine World - Wine EnthusiastThe F.B.I. Has an Art Crime Team. And These Days, It's Busy - NYTBillionaire Koch brother's crusade against counterfeit wine - CBS NewsIn Vino Duplicitas: The Rise and Fall of a Wine Forger Extraordinaire - Book by Peter Hellman

Today on Exploring the Marketplace, Shawn Bolz and Bob Hasson interview Steve Hines. Steve is an author of Salt, Light and Kids, a serial Entrepreneur that started as a CPA ,started his own Mortgage company, then started working at a Bank until he opened a sports apparel company for a short time before switching to becoming an Angel investor. Tune in as Shawn, Bob and Steve when restlessness in his career led him to seek God's will and how God showed up in a major way in his career path. Steve shares his struggle with pride that kept him from listening to God but shifted to him needing the Holy Spirit to lead him. Steve shares when he knew the Lord was asking him to write a children's book, why parenting is so important to him and why God chose him to write this book. Tune in! https://www.saltlightandkids.com/  

Hey CPA Firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1400+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…THIS WEEK'S EPISODEListen to this episode where I talk  with Jackie Meyer, Founder of Meyer Tax Consulting LLC, TaxPlanIQ, and the Concierge Accountant Coaching program, about ways to navigate common pricing and common niche challenges for accountants and CPAs. Jackie had direct experience in her firm and has seen first hand the challenges that accountants face when making the transition from the traditional model into a model that focuses on value creation for clients. …MENTIONEDJackie Meyer: https://www.jackiemeyercpa.com/TaxPlanIQhttps://www.taxplaniq.com/Link to AICPA Pricing Tool:https://www.aicpa-cima.com/resources/download/trusted-client-adviser-pricing-tool…Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500  

Schedule Your Free Kickass Couples Relationship Assessment Call today!!https://calendly.com/kickasscouplesnation/free-kickass-couples-assessment-call Say goodbye to bickering over budgets and hello to Winning Financial Strategies for Couples"! Join Kim and me as we lead a panel of financial experts in discussing practical tips and tools for couples to crush their financial goals and strengthen their relationship.Timothy Scannell, a CPA with 34 years of experience, provides wealth management services to business owners. He joined Hightower in 2008 and founded Hightower Great Lakes in 2018. Their team offers customized portfolios, proactive planning, beneficiary preparation, and change anticipation, allowing business owners to focus on running their businesses.Shannon Weinstein is a CPA and fractional CFO for growth-minded business owners, offering relatable examples to simplify the financial side of business. She hosts the IRS's worst dream podcast, Keep What You Earn, and is a frequent speaker in business coaching communities and masterminds.Aaron Thomas, a 2002 Harvard Law School graduate, is a family law expert in Georgia, representing clients in divorce, custody, child support, and prenuptial agreements. He founded Prenups.com, focusing on creating fair prenups to prevent disputes and create happy marriages.Get ready to take control of your finances and build a stronger foundation with your partner!FOLLOW SHANNON WEINSTEIN, AARON THOMAS & TIMOTHY SCANNELL:Shannon WeinsteinWebsites: www.fitnancialsolutions.com https://www.keepwhatyouearn.com/ Keep What You Earn Podcast:https://podcasts.apple.com/us/podcast/keep-what-you-earn/id1580071347 Instagram:https://www.instagram.com/shannonkweinstein/Aaron ThomasLinktree:https://linktr.ee/prenupguyWebsite:https://prenups.com/ Timothy ScannellWebsite: https://hightowergreatlakes.com Tim LinkedIn: www.linkedin.com/in/timscannellHGL LinkedIn:https://www.linkedin.com/company/hightower-great-lakes Facebook: @HightowerGreatLakesYouTube: @hightowergreatlakesTwitter: @HT_Great_Lakes Instagram: @hightower_great_lakesContact us: info@kickasscouplesnation.com Website: https://matthewphoffman.com/kickass-couples-nation/ Facebook: https://www.facebook.com/Kickasscouplesnation Instagram: @kickasscouplesnationTikTok: @kickasscouplesnationYouTube: @kickasscouples Order the book: "Kickass Husband: Winning at Life, Marriage, and Sex" by Matthew Hoffman Book – Kickass Husband or find it on Amazon. For access to workshops with professional therapists, keynote speakers, hot seat training and more exclusive content join our online learning community at: https://matthewphoffman.com.

Blake and David discuss the potential for AI to replace CEOs of CPA firms. They also dive into the increasing trend of remote work in accounting firms, contrasting the reservations expressed by some CEOs with the benefits of remote work for employees and the environment. Then, on to cryptocurrency scams and criticisms of the 150-hour rule for becoming a CPA, with listener emails sharing personal experiences and concerns about the rule.Sponsors LiveFlow - http://accountingpodcast.promo/liveflowRelay - https://cloudaccountingpodcast.promo/relay FreshBooks - http://accountingpodcast.promo/freshbooksChapters (00:34) - Blake is back from San Diego (03:18) - Accountant rejects partnership offer to open daycare franchise (04:57) - ChatGPT makes a YouTube video (09:58) - IRS walks back promise to stay open during government shutdown (14:19) - AICPA says IRS source thinks 95% of new ERC claims are ineligible (15:44) - AICPA Town Hall spends 4x on M&A vs pipeline issues (20:53) - IRS posts 3,700 new jobs (22:28) - Check out the Unofficial QuickBooks Accountants Podcast (23:47) - Will AI replace managing partners? (27:13) - The real reason Jamie Dimon is so against remote work (33:07) - Deloitte study demonstrates the benefits of remote work for employees (37:56) - Study reveals remote workers cut greenhouse gas emissions by 54% (39:53) - Mark Cuban lost $870k in a crypto scam (43:12) - Tether is once again lending out their stablecoins - reversing earlier promise not to (48:19) - The wild courses CPAs take to get their 150 hours (51:23) - The accounting backgrounds of Republican presidential candidates (53:57) - The IRS plans to use AI to audit large partnerships (59:01) - Paulita is inspired by the podcast to get back into accounting (01:02:57) - Final listener email and wrap-up Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesPeople who work from home all the time ‘cut emissions by 54%' against those in office | Greenhouse gas emissions                https://www.theguardian.com/environment/2023/sep/18/people-who-work-from-home-all-the-time-cut-emissions-by-54-against-those-in-office IRS to hire 3,700 agents to pursue wealthy tax dodgers    https://www.accountingtoday.com/articles/irs-seeks-to-hire-3-700-agents-to-pursue-wealthy-tax-dodgers California Companies Defer Billions in Taxes, Interest-Free, as Borrowing Costs Rise             https://www.wsj.com/articles/california-companies-defer-billions-in-taxes-interest-free-as-borrowing-costs-rise-8aea409f Experienced Accountants Sought by IRS for New Large Corp ...     https://tax.thomsonreuters.com/news/experienced-accountants-sought-by-irs-for-new-large-corp-partnership-auditor-positions/ US government shutdown: What is it and who would be affected?              https://www.reuters.com/world/us/us-government-shutdown-what-closes-what-stays-open-2023-09-21/ IRS to remain ‘fully operational' if Congress triggers government shutdown            https://federalnewsnetwork.com/government-shutdown/2023/09/irs-to-remain-fully-operational-if-congress-triggers-government-shutdown/ IRS to ‘partially close' if government shutdown happens, reversing earlier plans, union says            https://federalnewsnetwork.com/government-shutdown/2023/09/irs-to-partially-close-if-government-shutdown-happens-reversing-earlier-plans-union-says/ IRS Activities Following the Shutdown     https://www.irs.gov/newsroom/irs-activities-following-the-shutdown America's tax collectors may escape a possible government shutdown     https://finance.yahoo.com/news/americas-tax-collectors-may-escape-a-possible-government-shutdown-111211477.html Representative Introduced Bill Halting Legislator Pay During Shutdownhttps://www.businessinsider.com/bill-for-halting-legislator-pay-mccarthy-shutdown-act-2023-9 JPMorgan's Jamie Dimon delivers a stern warning to remote workers - TheStreet https://www.thestreet.com/personal-finance/jpmorgans-jamie-dimon-delivers-a-stern-warning-to-remote-workersGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast ClassifiedsFinDaily - https://findaily.io/ Forwardly - https://www.forwardly.com/Royalwise - https://royalwise.com/FutureFirm - https://www.futurefirmaccelerate.com/capWant 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? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Opportunities abound for technology companies, but in such a dynamic industry, how can business leaders navigate risk and plan for continued success? In this episode of The Wrap, our hosts are joined by two of Warren Averett's technology industry experts, Larry Pirkle, CPA, and Yogesh Patel, CPA, CFE, to discuss the challenges and opportunities affecting business leaders […] The post The Wrap Podcast | Episode 063 | Seizing Opportunities in the Tech Industry | Warren Averett appeared first on Business RadioX ®.

Paul Neiffer, CPA, a tax principal, is an Agribusiness and business advisor specializing in income taxation and accounting services related to farmers and processors. He's a member and past chair of the Farm Financial Standards Council and authors a monthly column for Top Producer magazine called “The Farm CPA.” Paul has written numerous articles for various agribusiness publications and is the primary author of FarmCPAReport.comWatch Us on U-Tube AG Bull Podcast(105) AG Bull Podcast - YouTubewww.agbull.comAG BULL MediaE-Mail flags@agbull.comThank you, Tommy G

On Episode 124 of The Unique CPA, Randy talks to Mike Whitmire, CEO and Co-Founder of FloQast. Mike discusses how he overcame burnout in public accounting brought on by personal pain points to build FloQast, such as long hours both at a Big Four firm and at an L.A. startup, the difficulty of the month-end close process, and the need for a better work-life balance in accounting. He discusses growing FloQast to over 500 employees with a focus on culture and transparency. Get the full show notes and more resources at TheUniqueCPA.com

Meet Tess Zigo, CFP, CPA olsenna.com Olsen Facebook Olsen Instagram Olsen Linkedin Olsen Youtube https://www.oneplacecapital.com/ Follow @dental_digest_podcast Instagram Follow @dr.melissa_seibert on Instagram Connect with Melissa on Linkedin Dr. Peter Milgrom is Professor of Oral Health Sciences and Pediatric Dentistry in the School of Dentistry and adjunct Professor of Health Services in the School of Public Health at the University of Washington. He directs the Northwest Center to Reduce Oral Health Disparities. He holds academic appointments at Case Western University, University of Rochester, and University of California, San Francisco. He maintains a dental practice limited to the care of fearful patients and served as Director of the UW Dental Fears Research Clinic. Dr. Milgrom's work includes research on xylitol, the effectiveness of fluoride varnish and iodine in preschoolers, clinical efficacy and safety of diammine silver fluoride, motivational strategies to increase perinatal and well child dental visits in rural communities, and studies of cognitive interventions in pediatric and adult dental fear. The NIH, Maternal and Child Health Bureau, HRSA, and the Robert Wood Johnson Foundation support his work. Dr. Milgrom is author of 5 books and over 300 scientific articles. His latest book, Treating Fearful Dental Patients, was published in 2009.   Dr. Milgrom was Distinguished Dental Behavioral Scientist of the International Association for Dental Research for 1999. In 1999, and again in 2000, his work was recognized by the Giddon Award for research in the behavioral sciences in Dentistry. He received the Barrows Milk Award from IADR in 2000, recognizing his work for public health including the development of the Access to Baby and Child Dentistry (ABCD) program in Washington State. In 2003, Dr. Milgrom received a Special Commendation Award from the National Legal Aid and Defenders Association and the University of Washington Medical Center Martin Luther King, Jr. Community Service Award. In 2010, he received the Aubrey Sheiham Research Award for his work on xylitol. He serves on scientific review committees for the NIDCR, NIMHHD, NINDS, Center for Scientific Review at NIH and as a consultant to the FDA. In 2005, Dr. Milgrom was appointed the SAAD Visiting Professor of Pain and Anxiety Control at the King's College Dental Institute, University of London, UK for a six-year term. In 2008 he was awarded the degree of Doctor Honoris Causa from the University of Bergen, Norway in recognition of his work in social and behavioral dentistry. In 2012, he received the University of California, San Francisco Dental Alumni Gold Medal for his contributions to Dentistry. In 2012 he was also awarded the Norton Ross Award for Excellence in Clinical Research by the American Dental Association. In 2013, he was appointed to the Council of Scientific Affairs of the American Dental Association. In 2014, he received the Irwin M. Mandel Distinguished Mentor Award from the IADR. In 2015, he served as HMDP Expert in Dental Public Health for the Singapore Ministry of Health. Dr. Milgrom received his DDS from the University of California, San Francisco in 1972 and had a previous position at the National Academy of Sciences, Engineering, and Medicine. In the last few years, Dr. Milgrom has spoken to dental associations in Argentina, Colombia, Peru, Philippines, and USA and at major universities in USA and abroad.

Journey with us as Ellen Rogin, CPA, CFP®, and best-selling author of "Picture Your Prosperity," unravels the secrets of financial intuition and prosperity. With over 25 years as a traditional financial advisor, Ellen transitioned into the world of intuitive money consultations, channeling the unique "Messages from Money" that drive success and abundance. Dive deep as we explore how mindset affects wealth, common financial fears, and the transformative power of the art of prosperity. Ellen, featured on platforms like CNBC, ABC, and Oprah Magazine, shares her game-changing insights. If you're keen to enhance your relationship with money and unlock your financial potential, this episode is a must-listen. Optimized for those searching for tangible advice, intriguing stories, and a fresh approach to wealth.In this episode, we unravel:•Ellen's evolution from a traditional financial expert to discovering her intuitive gifts.•How our narratives around money shape our financial destinies.•The unseen blocks many face when trying to attract wealth and prosperity.•The transformational power of the 'Art of Prosperity'.•Key takeaways from her best-selling book, "Picture Your Prosperity".•Unpacking the roots of our complex relationships with money and how Ellen aids in demystifying them.•And a discussion on the money topics mainstream media often overlooks.Join us as we uncover how to cultivate an abundant relationship with money, blending the practical with the profound. Whether you're a skeptic or a believer, Ellen's insights promise a fresh perspective on prosperity.Watch Ellen in action hereWatch Ellen's TEDx Talk hereCheck out Ellen's new speeches and programs: www.ellenrogin.comGet Ellen's Prosperity TipsConnect with Ellen:TwitterFacebookLinkedInInstagramMore on Ellen Rogin:Ellen Rogin, CPA, CFP® is a money expert, New York Times best-selling author of Picture Your Prosperity, and financial intuitive. Through her “Messages from Money” consultations, Ellen connects with the energy of money and channels messages that help her clients achieve happier, more abundant lives. Ellen is also a sought-after speaker on the art of prosperity, and her work has been featured on CNBC, ABC, NPR, TIME, and Oprah Magazine. As a CPA, CFP®, Ellen worked as a traditional financial advisor for over 25 years before selling her successful wealth management firm.What do you think?If you love what you are hearing, don't forget to SUBSCRIBE and LEAVE A REVIEW.  I would love to hear your thoughts! Share with me your thoughts, comments, feedback or suggestions on topics/stories you would want to hear about in the future. You can leave comments in the REVIEW section of the podcast if you are listening on iTunes or send us a message on our website HERE.Follow Madison / Savile on LinkedIn, FaceBook and Instagram or sign up on our website for exclusive offers and updates.Follow me Diana Nguyen on LinkedIn. 

In this episode, we speak to Brad Ewerth, CPA about tax savings For Physicians. In this episode, we speak about: The difference between tax professionals who focus on historical tax return preparation and those who actively seek to reduce tax burdens. The challenge of getting clients to be proactive in tax planning. The tax implications of various business structures such as S corporations, LLCs, partnerships, and C corporations. Brad explains the significance of federal tax brackets in tax planning. ✉ brad@ewerthcpa.comhttps://www.ewerthcpa.com ------------------ Dr. Sharon Mclaughlin is board board-certified plastic surgeon. She is the founder of the Female Physician Entrepreneurs Network and Business Program where she empowers women physicians by helping them turn their ideas into profitable businesses so that they can have the freedom to live their best lives. She is also the founder of Mind Lull, which helps others slow down by providing tools and journals that help small business owners improve their focus and have more fulfillment. Her latest book, Thriving After Burnout, is a compilation of stories from women physicians who share tips and strategies on what helped them during burnout. Thriving After Burnout Thriving After Burnout: A Compilation of Real Stories and Strategies to Reduce Female Physician Burnout Our Business program https://businessmindsetmd.com For women physicians https://fpestrong.com You can find Dr Mclaughlin's planners here Journal and Business Planner For Entrepreneurs and Small Business Owners: Intention and Gratitude Journal For Entrepreneurs Her website https://sharonmclaughlinmd.com You can reach her at sharon@sharonmclaughlinmd.com #taxsavingsforphysicians #taxstrategiesforphysicians

There's a new ICD-10 code presenting a new challenge for facilities, physicians, clinical documentation integrity specialists (CDISs), and coders: E88.A, muscle wasting due to underlying conditions.This new code represents an opportunity to identify, document, and report the frequent and too-often unrecognized undernutrition, sarcopenia, and cachexia disorders associated with muscle wasting, along with their underlying causes. During the next live edition of Talk Ten Tuesdays, James S. Kennedy, MD, president of CDIMD near Nashville, Tenn., will address the clinical criteria inherent to these conditions. He will also discuss recent Coding Clinic advice affecting E88.A reporting, and proactive CDI approaches that facilitate expert identification and management of these debilitating conditions. And to help you gain more value from this exclusive broadcast, Dr. Kennedy has offered the following references on muscle wasting (https://society-scwd.org/muscle-wasting/), sarcopenia (https://society-scwd.org/sarcopenia/), cachexia (https://society-scwd.org/cachexia/), and malnutrition (https://www.tinyurl.com/malnutrition2012).Following the broadcast, you should be prepared to implement these concepts.All this and more will be covered during the next edition of the weekly broadcast, which will also feature these outstanding segments and thought leaders:Coding Report: Laurie Johnson, senior healthcare consultant with Revenue Cycle Solutions, LLC, will have the latest coding news.SDoH Report: Juliet Ugarte Hopkins, president of the American College of Physician Advisors, will substitute for Tiffany Ferguson, and will report on the news that's happening at the intersection of coding and the social determinants of health (SDoH).News Desk: Timothy Powell, CPA, will anchor the Talk Ten Tuesdays News Desk.TalkBack: Erica Remer, MD, founder and president of Erica Remer, MD, Inc., and Talk Ten Tuesdays co-host, will report on a subject that has caught her attention during her popular segment.

Are you pricing your jobs correctly? If you don't have a good understanding of your job costs and overhead percentage, the answer is probably no. This week on the podcast, we're discussing how to get a handle on these numbers and make better financial decisions for your construction company, Topics we cover in this episode include:What you should and shouldn't post as overheadIdeas for contractors trying to wrap their head around their numbersCarving out Materials & SubsOverhead grows when you top line growsLINKSVisit the episode page at https://CarpenterCPAs.com/jobcosting for more details and a transcript of the show.Find all episodes and related links at ContractorSuccessForum.com.Join the conversation on our LinkedIn page: https://www.linkedin.com/company/CarpenterCPAs FIND US ONLINEWade Carpenter, CPA, CGMA | CarpenterCPAs.comStephen Brown, Bonding Expert | SuretyAnswers.com

This week on Off the Shelf, Tim Cook, executive director of the Center for Procurement Advocacy (CPA) and Tom Sisti, counsel for the CPA and executive vice president of the Coalition for Government Procurement (CGP) give a Congressional update, outlining the key timelines and milestones for funding the government as we approach the end of the fiscal year. They also discuss the latest on the process and timelines for the National Defense Authorization Act along with highlight some of the key provisions.  

What's the key to paying fewer taxes? A cost segregation study. Never heard of it? Most real estate investors haven't, but we're about to unlock a world of tax-free income earning using this specific tool. If you've wondered how the wealthy pay such few taxes while owning million-dollar-producing real estate, this is how. In today's episode, you'll learn how to use cost segregation, too, so you can keep more money in your pocket. Taxes aren't everyone's favorite subject, but paying fewer taxes? You can probably get behind that. We've brought on CPA and CFP Mitchell Baldridge to explain how he helps real estate investors, large and small, delete their taxable income and build their real estate portfolios faster. Our own Rob Abasolo uses Mitchell's team to cut his taxes down by more than six figures! In this episode, we'll explain what cost segregation is, why so many top real estate investors use it to lower their taxes, when you can (and can't) use it on your properties, the short-term rental tax “loophole” to take advantage of, AND what happens when you do it wrong. In This Episode We Cover: How to wipe out your income taxes using cost segregation studies Bonus depreciation and writing off your property faster than before Using real estate losses to lower your W2 or business income The short-term rental “loophole” ANYONE can use to reduce their taxable income Carrying over losses and why top real estate investors will NEVER stop buying property Caveats and pitfalls of cost segregation and when it can come back to bite you And So Much More! Links from the Show Find an Agent Find a Lender BiggerPockets Youtube Channel BiggerPockets Forums BiggerPockets Pro Membership BiggerPockets Bookstore BiggerPockets Bootcamps BiggerPockets Podcast BiggerPockets Merch Listen to All Your Favorite BiggerPockets Podcasts in One Place Learn About Real Estate, The Housing Market, and Money Management with The BiggerPockets Podcasts Get More Deals Done with The BiggerPockets Investing Tools Find a BiggerPockets Real Estate Meetup in Your Area Davids's BiggerPockets Profile David's Instagram Rob's BiggerPockets Profile Rob's Instagram Rob's TikTok Rob's Twitter Rob's YouTube Landlord Tax Loopholes That'll Help You Pay ZERO Taxes Can a Cost Segregation Study Help You Lower Your Taxes? Connect with Mitchell: Baldridge Financial Better Bookkeeping RE Cost Seg STR Cost Seg Mitchell's Twitter/X Click here to listen to the full episode: https://www.biggerpockets.com/blog/real-estate-823 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Do you know your retirement number? Is there a magic number that exists? How useful are retirement calculator tools? We dive into all of this today. By the end of this episode, you should be able to tell when you have enough. Stay tuned to combat that scarcity mindset that may be telling you that you'll ever have enough.  I'm thrilled to be diving into this topic with Megan Hammann, the Director of Financial Planning at Wealthquest. Megan has an MBA, experience at a brokerage firm, large bank, and a CPA and advisory firm. She's been at Wealthquest since 2022 and is excited about helping clients align financial goals through a holistic planning process.    Episode Highlights:  [03:51] When people ask what their retirement number is they really want to know if they're going to be okay.  [04:29] There isn't a magic number that works for everyone. Everyone has a number that makes them feel comfortable, but there's so many variables that we don't know what that number is. [05:46] We know parts of the puzzle, but we won't know the number until we put all of the pieces together. [07:21] Life changes, so it's hard to know what we actually want in retirement especially when it's so far in the future. [08:03] What do I like to do? How will I spend my time? Have a general vision of where you'll fall. [09:15] Calculators usually ask general questions about your assets and your earnings etc. Then it generates a model based on when you want to retire. This can be a ballpark datapoint but not specific enough. [10:28] Megan talks about the 4% rule. You can also estimate retirement by percent of earnings. There's also a 300 rule. How much do I want to spend each month? [12:05] There are goalposts at certain ages for retirement savings. [12:56] It's important to understand that our income and earning life aren't linear. There will be times when we have more money and times when we need more money. [13:45] If you really want to know if you have enough, do a full financial plan. [14:23] Having as much information as possible can help offset the fear of the future that some people have. [16:59] We talk about catching up on our retirement savings. Focus on you and stop comparing. Find where things went wrong and do a self-assessment and use the tools available to get on track.  [18:49] Balancing can be hard. There are more ways to save. Follow general guidelines. Err on the side of retirement first. Put your mask on first.  [21:12] There's a whole other side to retirement when you think about the psychological impact. Finding purpose and knowing what retirement actually looks like is very important. [22:44] It's important to have open communication about what life will look like after retirement.   Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.   Resources & Links Related to this Episode Wealthquest Get Started Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth Megan Hammann

Accounting has long been viewed as a stable career, but in recent years, droves of accountants have been leaving the profession. Blake Oliver dives into a recent Wall Street Journal article highlighting the factors driving experienced accountants away, from burnout and boredom to the threat of automation.Show NotesJob Security Isn't Enough to Keep Many Accountants From Quittinghttps://www.wsj.com/articles/accounting-quit-job-security-675fc28f Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe Get in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast  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? Why not let The Accounting Podcast listeners know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

September 25, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Tom O'Rourke, Counsel. On today's program, Tom will discuss how Federal employees can use their Federal Employee Health Benefits (FEHB) program as a tax reduction tool. Specifically, how all FEHB premiums and out-of-pocket medical expenses can be paid on a pre-tax basis. Tom will also talk about how a Health Savings Account (HSA) can be used to both reduce current tax liability and be used as a vehicle to accumulate funds to pay future health care costs. For questions or comments, email us in advance at ForYourBenefit@nitpinc.com

In a rapidly evolving accounting landscape, how can professionals demonstrate their skills and experience to stand out? Certifications! In this episode, veteran accounting educator and President of HOCK International, Brian Hock outlines the immense value of professional certifications for career-long growth and development. Learn how certifications like the CMA provide a standardized body of knowledge to showcase specialized expertise. Discover how the right certifications position you for success as technology and demands transform. Gain perspective on certifications as a strategic investment in your future, increasing opportunities and earning potential over the length of your career. Brian draws on extensive experience preparing accounting students and professionals for certifications to offer advice on overcoming barriers like cost or study time. He provides encouragement that passing rigorous exams like the CMA, while requiring dedication, is very achievable with the right preparation and planning.If you're looking to get strategic and maximize your career potential in accounting, this episode is a must-listen! You'll come away motivated to pursue professional certifications and equipped with insights to choose the right certifications for your goals.Full Episode Transcript: Adam:            Today on Count Me In, we have a great episode in store. Our guest is Brian Hock, president of Hock International and an experienced accounting educator. Who has been teaching finance and accounting certifications for over two decades. Brian provides keen insights into the value of professional certifications like the CMA, and how they can benefit accounting professionals throughout their career. He discusses the importance of certifications in demonstrating specialized knowledge and skills, as well as how certifications, like the CMA, help professionals stay current in a rapidly changing business landscape. Brian offers advice for overcoming barriers to obtaining certifications. Emphasizing the long term career rewards, that make certifications a smart investment. With technologies and an evolving talent gap impacting the accounting field, Brian's perspective is extremely timely. Now, let's welcome Brian Hock. Adam:            Well, Brian, we're really excited to have you on the Count Me In podcast today. And, just to jump right in, can you share with us, with our listeners, why are certifications so critical, especially in the field of accounting? Brian:             Well, first, Adam, thanks for having me. It's great to be with you. The question of certifications is one that is very important for somebody's career. And the way I explain it is that there are however many thousands and thousands of universities around the world, and they all have different quality of an accounting program, accounting professors, the classes that they teach.  And, so, just because somebody has an accounting degree, we aren't really in a position to know what that person knows. What they studied, how they studied, how well they did. But a certification is a specific body of knowledge. A specific syllabus that is the same for everybody who takes it anywhere in the world. And, so, the term certificate, it's a certification because it's that standardized test that everybody who's passed it has passed the same content. And, so, it's a person's way of showing what they know separate from their university. Because a lot of universities may be very good universities, but they're not known outside the city, the region that they're in. And nobody outside that city or region is aware that the person has such a strong accounting education or finance education. But a certification shows that. Adam:            It does, and, I think, we're hearing that a lot more. Especially, in the world of accounting, with so many different things happening. So many new technologies coming out there. One of the biggest things we're hearing about is things like the talent gap. So how are certifications helping bridge that talent gap, especially in the finance and accounting sector? Brian:             Well, a good certification helps bridge that by staying current, and this is something that I know CMA does. I've been teaching CMA for almost 25 years, and it's a number of syllabuses that I've taught. Because what accounting and finance professionals need to know, what they're using on their job, has changed over time. And, so, with IMA doing such a good job of keeping the CMA syllabus up to date and relevant. That is part of that talent gap being addressed, by making certain that the people that come out through CMA have those skills. And the obvious example is AI wasn't in the syllabus 20 years ago, but it was put into the syllabus in 2020. And, so, technology is a big one, as technology changes. As the skill set that people need to use that technology changes, data analytics, visualization, are in the syllabus now, but they weren't ten years ago. And, so, a certification that keeps its syllabus current addresses that gap by making certain that the people who come out of that certification have those current, and practical, and relevant skills that are needed in the market today. Adam:            Yes, that makes a lot of sense. Now, you have been in this accounting space, in the certification space, teaching people certifications for a while. How have you seen that demand change over the years, and what trends you see us going towards in the future? Brian:             I think one of the things that's happened, and continues to happen, is more and more what I would call a specialty certification. You take something like CMA, and it's accounting and finance, at a fairly broad scope. It's not specific to receivables, or payables, or bookkeeping, or a specific type of banking. But now you have certifications that are specifically about fraud examining. You have certifications that are about a controller position or a specific element of a business. And those are wonderful certifications for people that are a little further along in their career. That have some experience and know what it is that they're going into. But when we talk about young people just starting their career. The certification that they need is one that's going to keep as many doors as possible open for them, as long as possible. And when I talk to a university student, I say, "Well, if you know that you want to go into investment banking, then that's the certification you need to pursue." "If you know that you want to go into some particularly niche area, then, find that specific niche certification."                        But most people, until they've been five or 10 years in their career, don't know what they want to do for the next 20 years. And, so, there are niche certifications that are developing, which are for later in somebody's career after they know where they're going. But we still have the same certifications around the world that were there 25 years ago. ACCA, SEMA, CPA, CMA, that are those very strong foundational certifications, that keep a lot of doors open for the people who have them. Adam:            So do you think there's a benefit of getting into certifications when you're still in school or just about to graduate? Is there a benefit there? Brian:             The benefit starts whenever you start studying. And, so, if you're going to get the benefit from the certification, you want to start as soon as possible. And that's really while you're still at university, if you can. Even just studying for one of the certifications, one of the parts, is important.And, also, if we look at all of the different learning outside of certifications that IMA has available, students at university can do some of those classes. Do some of the classes about data analytics and visualization and get those, even if it's not a certification, get that process of learning and demonstrating to your potential employer. That you are serious about your career, and you know that these are the issues that employers need, that employees need to be able to do. And, so, starting the earlier you can, as early as you can, is the best. Adam:            Yes, and it's great when you can start that early because then you, kind of, know the trajectory of where you're going. And one of the things we're hearing about and people are writing about, especially, in the finance and accounting industry, is that there is a talent shortage in accounting. There's not a lot of people going into this. How do you think that's impacting the industry, and what are some things that we can do to help address it? Brian:             Well, it's interesting; one of the things that a shortage like that should do is it should drive up salaries, simply because of supply and demand. It seems like that hasn't happened quite yet. I have a son in college, who's making these decisions about majors, and it's a question of what are the salaries that you can get from the different business majors that's coming out of university. I think one of the things, from an accounting standpoint, is we talk about people, young people, should do what they love and follow their passions. Well, for a lot of people, their passion is something they may not be very good at. Whether it's sports or music or something. But we need to remember that any business that's involved in that industry has accountants. And, so, I say, you may love basketball, but you may not be very good at it. But a basketball team, a basketball league, has an accountant. You may love music, but you can't sing, you can't play an instrument, but every record label, every music company has accountants. And, so, it's a matter of helping people recognize that an accountant is really working within an industry. And whatever industry you like, whatever your passions are in the world. If it's in automotive, you like cars, you don't want to be a race car driver. You can't be a race car driver. But all the car companies, the race teams, have accountants. And, so, it's a matter of helping people see that it's more than just tax. It's more than just making debits and credits all day. But you can connect to what it is that you love to do with accounting or finance. Adam:            I've never heard anybody say it from that perspective, and that opens up a huge world because every industry has a business aspect. So even if you're not good at that specific thing, that all the people making the millions of dollars, making records, or whatever, but there's people behind the scenes who are making the business run. And there's so many assets of that business that are available to you. Whether it is accounting or some other field that you're like, "Hey, I'm interested in that part aspect of it." Brian:             Well, and even if you take into account nonprofits, and somebody wants to do something that's giving back, specifically, to a specific cause or area. Well, there are nonprofits that operate in those areas.And, so, volunteer within that nonprofit, I mean, maybe, they have a job in the accounting or finance, and that depending on their size. But whatever it is that you enjoy doing, there is a job in accounting or finance that is connected to it. Adam:            Mh-hmm, oh, that's great. So coming back to the conversation about certifications. You said a lot of the good certifications are ones that, kind of, open the most doors for you. And they help accountants stay up to date with rapidly changing things, and they're making sure their syllabus stays there. In light of increased things, like increasing automation and technology advancements. How can you stay relevant? Because certifications are very large and it's hard to keep them up to date with the most rapidly changing things. Brian:             Well, this is a big thing right now, AI and Chat GPT, whatever version they're up to. And a lot of people just at the various conferences with IMA that we were at, recently. The question is; are accountants going to have a job in five years, five days, five weeks, whatever the case may be? And, I think, the answer to that is absolutely yes. All of these changes in technology are just continuing the changes that have happened in technology, in the past, in that they are tools. It's not going to make a decision. It's not going to be able to interpret, for example, when we talk about ratios, anybody that has a definition or the formula for a ratio and the financial statements, can figure out what the ratio is. I mean, you find fixed assets, you can find the number. So calculating a ratio isn't that difficult, it isn't that challenging, and that's something a computer can do.  But the question is, what does that ratio mean? And if that ratio means something negative for the company, what is the correction to it? What do we need to do to respond to that, to react to that, to fix that, to address that, whatever the case may be? And, so, AI and these new tools may be able to manipulate more data more quickly than we can. They may be able to see patterns in the data that we aren't able to see. But it still requires a person who understands the business, understands the industry, to take that information and make it into a useful decision for the company. And it's something, too, that when we talk about capital, budgeting, and various other things within the exams. We talk about there's a quantitative element, the number. You make the calculation, and the net present value is positive, the net present value is negative. But then there's also a qualitative element to that as well. "If we make this decision, what happens?"  "If we open a factory…?" "If we close a factory…?" "If we expand…?" "If we contract…?" And, so, all of those qualitative factors, I'm not sure that AI is who we want making that decision. Yes, I'm happy to have the computer calculate the ratios for me.But I don't think I want the computer to make the decisions about what we do as a result of those ratios. Because there are so many things that go into that, other than the simple calculation that was made in that quantitative analysis.  And, so, if somebody is starting their career and they want to make certain that they have a job five years, 10 years, from now, you need to know how to use those tools. If you can't use those tools, you're going to be at a tremendous disadvantage. A little bit like if we were to say that you didn't know how to use Excel at all. And you go to a job, and they ask, "So how are you at Excel?" And you say, "Well, I've heard of it, but I'm really good at math. I've got this great calculator; I don't need Excel." Well, no, that's not the case, an Excel is a tool that helps you take your great math to the next level. And that's what all these other tools coming out on a daily basis are. We need to know how to use them, and apply them, and make them relevant to the decisions that we need to make. But they may replace the calculations, the data entry, the routine work. But if we're studying CMA, that's not the work we want to do ourselves anyway. We want to be the ones that work with those numbers after it's been sifted through, and analyzed, and all of that. So you need to know how to use these tools because they will help you do your job better. Adam:            Mh-hmm, yes, they do, they help you do your job better. And, like you said, they are tools. They're not replacing us; they're tools to help make some aspects of our jobs easier. So that we can enhance our strategic, and other aspects of our job that are things that we humans still do, at least, at this point. Brian:             One of the things that we need to keep in mind, when we're talking about our job, or our career, or the future, is it all comes down to adding value. Are we able to add value to the organization we work for? And we can do that if we don't spend time calculating numbers that can be calculated by anybody. Calculating a ratio is not a high-level skill. But if we spend all of our time at work calculating ratios, we're not really adding value to the organization. If we have the tools that allow us to make those, calculate ratios, or whatever it is that we're calculating. Then we have more time to take that information and actually add value to the organization, by understanding what that information is, how to use that information, how to make decisions based on that information, to add value to the organization. And all of these are just tools that help us have more time and better information to add value, which is why we're going to continue to have a job. Adam:            Yes, for sure. Now, certifications are quite an investment. And, maybe, we can discuss a little bit, what are some of the barriers that might prevent individuals from pursuing or attaining certifications, and how can those things be overcome? Because every aspect of the world, people live in different areas. There's many different barriers that can occur, at times. Brian:             I think I'll break it down into two broad categories of barriers, and then how we address each one of them. One of them is, obviously, a financial barrier.And this comes to the fact that different countries, different economies, different scales. And, so, for some people, young people, an accounting student at university, a finance student at university, the cost of taking CMA may become a barrier. I'm a young professional that just got married, has a child, and doesn't have a lot of disposable income. IMA helps with that, student scholarships, I know, for university students. But even when we look at the amount of money that it costs, and even if we do without any discounts or anything like that, just we register and we pay. We need to keep in mind what the return is on that investment. And if you say you buy materials, you register, and you earn two and a half thousand dollars. Well, that return is going to be for the rest of your career. So if you make even $1,000 a year more, which is a low number, but $1,000 a year more over 25 years. You have a $25,000 return on a $2,500 investment. Okay, time value of money in the $1,000 is 25 years from now. But still $25,000 return on a $2,500 investment is very good. And, so, when we're talking about that financial investment, it's a question of perspective. Yes, in the short term, it's a large amount of money, and I don't want to discount that or minimalize that, in any way. But when we keep in mind what that potential return is when you pass, and have 25,000, 25,0000, whatever that number of a higher salary through certification is. It makes it a very good case for whatever you need to do to get that registration done. You don't buy your coffee at the coffee shop every day. You don't go on vacation one time. I mean, you make those sacrifices for the longer term benefits. The other barrier, I think, for a lot of people is it's a big syllabus. It's a difficult exam. There's a low pass rate and people are just afraid to do it. They're afraid to fail, or they don't want to fail. But this is something, I mean, I've been doing CMA for almost 25 years now, and it is a difficult exam. We want it to be a difficult exam, it should be a difficult exam. If it's not a difficult exam, it doesn't provide any value. So it is a difficult exam, but it is also a very passable exam. And, so, if you start and you're worried and you're intimidated, you make a plan, you make a schedule. You're trying to find 200 hours to study for part one and 200 hours to study for part two, and you do it step by step. This is not something you have to learn today, tomorrow, or this week, it's a marathon. And that marathon requires commitment, and dedication, and a plan, and a strategy, and your spouse's understanding, that you're not going to be as available for going out and having fun all the time. But this comes back to the return on investment. You spend two years studying, but the benefit is not only a salary benefit but it becomes also your career is better. You're in better positions, you're traveling, all of those benefits come. And, so, yes, it's an investment; it's a monetary investment, it's a time investment, it's a nerves and stress investment. But it's going to benefit you from the time you start until the time you retire. And, so, if you know you want a career in accounting or finance, start today, if you haven't already. Adam:            Mh-hmm, that's huge. I like the marathon analogy. If you talk to any marathoners, the hardest part is those last six miles, that 20 to 26 miles, or 26 and a quarter miles, that's the hardest part for them. Because getting up to that 20 miles' point, you're good.But then you have to finish, and finishing is sometimes the hardest part. But once you finish, when they cross that finish line. You see pictures of marathoners, they look exhausted, but the elation on their face, and I'm sure it's the same for passing a certification, is like, "Hey, I've gotten to this point and now I can see the benefits from that." Brian:             Yes, you spend two years, a year and a half studying. But you have to keep in mind why you're doing it, and it's the whole rest of your career you get the benefit. And we also talk, I think, too, often, we talk simply about CMA and certification, and that's obviously a big part of it. But if you then look at what you get for the rest of your career from continued membership in IMA. The opportunities, the networking, it's where you find your next job. It's where you find the person you're going to hire. And, so, when you add all of that in not only the certification, but that whole professional organization that you're a part of, that you're a member of, that you benefit from, it's something that you need to start. You're not alone, other people have done it before you. They've shown it's possible. You know it's a benefit. So you just keep in mind why it is that you're doing this and how it's not a one-time bonus that you get from your employer, if you pass the exams. But this is something that's going to be the rest of your career. And if you're just out of college, this could be 40 years that you're going to benefit from this two years of studying and the little bit of a financial sacrifice you had to make. Adam:            Yes, it's that community that builds from either your local chapter, you go to local conferences, or the annual conference or whatever it is. You can build that community, and that community can become almost like a second family, as you grow in your career. Brian:             Yes, well, and as you grow in your career, your employer, before they promote you, they want you to have experience in leadership, or in management, or decision making. And it's hard to get that in a company. But you volunteer with your IMA chapter, you volunteer with IMA, and you have that opportunity to meet people, to lead things, to organize things. To get that experience that every organization is looking for in their people. And you have the opportunity to do it in a way that really benefits you and your career as well. Adam:            Yes, I think that's a huge benefit of professional accounting organizations. IMA, obviously, this is an IMA podcast, but whatever your specific field is within the accounting industry. Whether you're like, "Hey, I'm an internal auditor, so I'm going to join the CIA." Or whatever those things are. You want to be able to have those different elements. And those things can help motivate and incentivize individuals to gain certifications. Because you see your colleague, "Hey, my colleague got the CMA, got the CPA" got whatever the certification is. And they say, "Hey, I want to join that; I want to participate in that." Brian:             Positive peer pressure. Adam:            Yes. So, Brian, this has been a great conversation. And as we wrap things up, what are some takeaways that you want our audience to remember, as we wrap up the conversation here?Brian:             Well, when we're talking about certifications, and I've said it enough already, I may as well repeat it one more time. Is the time frame that you benefit from the knowledge and the skills that you learn. I mean, it's not only the certification, it's the skills that you learn while you're preparing for the certification. That this is something that's from now until the end of your career. And if something is able to benefit you that long, why wait to get it? Why wait to start that process?  And, so, it's a matter of keeping in mind the perspective of this is a short-term investment of time. It's a significant investment of money, in the short term, as well, but the payback for it is ongoing. The increase in salary, the increase in your performance, the opportunities in your country, outside of your country, it's almost immeasurable. And it's hard to calculate the return on investment because the return is so high and the investment is so small. If you're in the field of accounting or finance, certification is absolutely the best investment that you can make. Adam:            And, as we've already said, it significantly starts to close that talent gap that we've seen, and also will help with the talent shortage. As people can, as you mentioned before, be able to get into different industries because every industry needs an accountant to run the books. Brian:             Right. And as technology changes, it's still somebody who knows what that information means, knows how to use all of this data. Think how much data companies collect now from their customers, their suppliers, their employees, the production process. So this is massive amount of data. But somebody has to be able to sort through it and understand what's relevant, what's not relevant, and how to act on it, to add value to the company.  And, so, learning the skills in your certification, staying current through continuing professional education, and staying current in the profession. AI is going to come, AI is going to develop, all these tools are going to develop. But the person who knows how to use them and knows what to do with all that information, is going to be the one leading the organizations. The one certainly that's going to have a job, for as long as they want to work. Adam:            Definitely. Well, Brian, thank you so much for coming on the podcast. Really appreciate your insights, and we look forward to having you back in the future. Brian:             It was my pleasure, thanks for having me. Announcer:    This has been Count Me In, IMA's podcast, providing you with the latest perspectives of thought leaders from the accounting and finance profession. If you like what you heard, and you'd like to be counted in for more relevant accounting and finance education, visit IMA's website at www.imanet.org.

Lamar Rutherford is the owner and CEO of Excellens Solutions where she does M&A Advising, both brokering the transactions and advising owners on planning their preferred sale or exit from their businesses.  She has worked with over 100 businesses in a broad range of industries, including medical, manufacturing, e-commerce, fitness, construction, etc.  She formerly taught Entrepreneurship for the Rady School of Management at the University of California, San Diego. She founded, operated, and sold three businesses of her own. She has also done brand management marketing for Nestle, Disney and others, has been on the management teams for three Internet start-ups, and helped launch a B2B project management software company.  She earned her CPA working for Arthur Andersen & Company, did her undergraduate at the University of Washington, and MBA at the Tuck School at Dartmouth College.  For fun, she plays polo, practices yoga, enjoys theater, tango, traveling, and more.  She also wrote and published a fiction novel, CodeY.     To learn more about the value of your business, contact Lamar directly: lamar@excellenssolutions.com Or visit her website: www.excellenssolutions.com     Connect with Michael: FREE "7.5 Steps to Achieving Extraordinary Goals" eBook: http://michaelaltshuler.com/download-e-book/ Facebook: http://facebook.com/MichaelAltshulerBiz X (Twitter): http://twitter.com/maltshulerbiz Please SUBSCRIBE and leave a review!

The way you pay yourself in your small business could be costing your thousands of dollars in potential sales & profits. Are you making this mistake I see folks make all the time when paying themselves?    _____________________  

Randy Langenderfer & Kylie Egan discuss tips on handing due diligence, way's to go about dealing with unexpected challenges, and the ways you can bring value to the deal that your investing in.Interested in learning from me? Visit https://www.thetribeoftitans.info/coachingJoin our multifamily investing community for FREE for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitansLink to subscribe to YouTube channel: https://tinyurl.com/SubYouTubeDiaryPodcastApple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv Instagram: https://www.instagram.com/diary_of_an_apartment_investor This episode originally aired on September 25, 2023----Your host, Brian Briscoe, has been a general partner in 1000+ units worth over $100 million and has been lead sponsor, asset manager, capital raiser, and key principal on these properties. He has developed a multifamily education community called the Tribe of Titans that helps aspiring investors learn the game, network with other like-minded professionals, and get their apartment investing business to the next level. He is founder of Streamline Capital Group, which will continue to acquire multifamily assets well into the future. He retired as a Lieutenant Colonel in the United States Marine Corps in 2021.Connect with him on  LinkedInBrian@Steamlinecapital.com----Randy LangenderferRandy is Founder and President of InvestArk Properties and general partner in 1,500 doors representing $250M in assets under management. He has invested in a total of over 3,000 units in TX, OK, AZ, SC and LA. His investment strategy focuses on providing the passive investor significant returns by improving communities using a safe and time- tested approach. He is passionate about helping the busy professional achieve their goals in real estate and has been a part of several national educational programs and is currently a private multi-family coach. He has a bachelor's degree in accounting, Information Systems, an MBA in Finance, and is a CPA.Learn more about him at: https://www.invest-ark.com/----Kylie EganKylie, a Montana-born outdoors enthusiast and avid reader, is a passionate real estate investor, who has been based in the Pacific Northwest for 10+ years. Using her deep-rooted love for service after starting out in healthcare, she got drawn into HR, transforming industries from inside out by improving client and employee experiences through culture. In her role, as Managing Partner at Rhino Ridge Capital Investments Kylie is dedicated to empowering individuals with her expertise, showcasing her commitment to promoting education and diversification that is best for investors. Learn more about her at: https://rrcapinvestments.com/home

Join Ben for his discussion with trial lawyers Larry and Lauren Acker from Travers City, Michigan.  Larry, who has spent his career trying legal and accounting malpractice claims, offers insights into how best to avoid having money embezzled from your law practice and how to avoid being sued for malpractice.  This father and daughter team discuss trying a recent accounting malpractice case together and the approach to communicating these types of cases to jurors. About Lawrence J. Acker_________________________Lawrence J. Acker, P.C/ The Acker Law Firm12930 S. West Bayshore DriveTraverse City, MI 49684248-229-1911 Education:B.A., Oakland University, Rochester MI 1970M.A.T., Oakland University, Rochester MI 1972J.D., Detroit College of Law, Detroit MI 1977 Practice Areas: Legal Malpractice Medical Malpractice Accounting Malpractice Family Law Fraud IssuesPersonal Injury Lawrence Acker is a trial attorney.  He has conducted trials in multiple Federal jurisdictions and multiple State Courts. He has conducted arbitration hearings at the American Arbitration Association, at JAMS and has served as a private arbitrator.Fellow of The American College of Trial Lawyers (FACTL 2007). Fellowship in the ACTL is available only by invitation. Fellows are inducted after rigorous investigation of adherence to the highest standards of trial performance and professional ethics. Membership is available to no more than 1% of the Trial Lawyers in the USA and Canada, after an attorney has established a reputation for excellence in trial advocacy.  Lawrence Acker served as Chairman of the State of Michigan Committee of the American College of Trial Lawyers for a two-year term (2019-2020). Lawrence Acker is a past member of the Michigan Character and Fitness Committee. Lawrence Acker has been recognized by The Best Lawyers in America, Martindale Hubbell Directory of Preeminent Attorneys and Michigan Super Lawyers Lawrence Acker has served on the Editorial Board of Michigan Lawyers Weekly.  He was nominated as “Lawyer of the Year” in 2002 by Lawyers Weekly.   Most recent trial completed: Lake Michigan Carferry vs. DeBoer Baumann, CPA firm. Mason County Circuit Court, Ludington, Michigan; Case No. 2019-000249-NM Entered judgment on jury verdict with interest 6/22/2023 in the amount of $746,918. Co-counsel Ms. Lauren Acker.  About Lauren AckerAssociate, Lawrence J. Acker, P.C/ The Acker Law Firm12930 S. West Bayshore DriveTraverse City, MI 49684 Education:J.D. William & Mary Law School, 2019B.A. Washington & Lee University, 2012 Admitted to Practice:MichiganDistrict of ColumbiaOregon Lauren has been assisting her father, Lawrence J Acker, with cases since November 2019, focusing on professional malpractice and personal injury.  Lauren is involved in all aspects of matters in Michigan State Courts and Federal Court including U.S. District Courts for the Eastern District of Michigan; Southern District of Texas, Houston Division; and Central District of California, Los Angeles.  Lauren sat second chair during a jury trial for accounting malpractice that resulted in the largest jury verdict in Mason County, Michigan.

An entrepreneur for more than 20 years, Bobbi has coached upwards of 3000 people and has delivered presentations for tens of thousands of people.  She helps people to see new possibilities for themselves and for their lives. Her undergrad degree was in human performance improvement and her graduate degree was based on the science of human flourishing.  She has appeared in articles for Forbes, The Today Show, Yahoo News, Thrive Global, Authority Magazine and Influencive.  She is the author of Travels of the Heart: Developing Your Inner Leader, she was a contributing author to the Amazon and NY Times best-selling book, Masters of Success, and she is the host of her podcast: UnYielded: Thriving No Matter What. Connect with Bobbi:Website - https://www.bobbikahler.com/ Linkedin - https://www.linkedin.com/in/bobbikahler/ Subscribe to Bobbi's Newsletter - https://www.bobbikahler.com/newsletter/

Many adults seek services for struggles in their lives that may be the result of undiagnosed or overlooked ADHD. Often these challenges become more apparent when significant changes in their lives throw off their coping. In this podcourse, Dr. Jessica Stern joins Dr. Tamara to discuss what brings these adults to therapy, how to differentiate ADHD from overwhelm, type A personality, or parenting burnout, especially for the "shefault parent". Dr. Jessica Stern is a licensed clinical psychologist, consultant, speaker, and media contributor. a clinical assistant professor at NYU Langone Health. She specializes in adult ADHD, anxiety, depression, trauma, and burnout with a passion in values-aligned productivity and corporate wellness. She's the host of the psychiatry show on SiriusXM's Doctor Radio and serves on the advisory committee of Wondermind.Resourceshttps://www.drjessicabstern.com/https://www.drjessicabstern.com/coursesConnecthttps://www.instagram.com/drjessicastern/https://twitter.com/DrJessicaBSternhttps://www.linkedin.com/in/jessicabstern/Dr. Tamara SolesInstagram  @drtamarasolesTwitter @drtamarasolesFacebook http://facebook.com/drtamarasolestamara@thesecurechild.comdrtamarasoles.comSupport the ShowHelp us spread the word so others can enjoy it as well1. Leave a review on itunes/apple podcast 2. Share an episode on Social media. Be sure to tag me on it so I can see @drtamarasoles on facebook  twitter and instagramDr. Tamara Soles is approved by the American Psychological Association and the Canadian Psychological Association to offer continuing education for psychologists. Dr. Tamara Soles maintains responsibility for the program. Verify with your State or Provincial governing body to ensure APA and CPA-approved activities are eligibleFREE 1 HOUR CE Credit https://drtamarasoles.com/episode-38/

We often get asked what the difference is between retirement planning and business owner planning when it comes to personal finance. The answer is focus. For most non-business owners the focus of financial planning is retiring successfully while hitting the major financial milestones of life between today and the day you retire. For business owners, the focus is on meeting all the needs, wants, and goals of the family while also nurturing and growing the business. In today's episode of the Entrepreneur Aligned Podcast, I dive into some of the key differences in personal planning based on where the focus is.   -----   ABOUT JARROD   Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn't working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race.   WANT TO LEARN MORE?   Subscribe to our Entrepreneur Aligned Podcast for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned.   Wealth Digest - weekly articles delivered to your inbox! Subscribe to our YouTube channel Connect on LinkedIn Follow on Twitter Follow on Instagram Check out our Linktree   REACH OUT TO US!   If you have a question or simply want to talk through your financial planning, we are here to help.   SEND US A MESSAGE or call 720-715-7570   DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.

In this INCREDIBLY value packed interview, Clare Wood not only shares how to effectively invest in your business (in a way that leads to PROFIT) but also shares GOLDEN tips on how to talk to your PARTNER about investing, especially if they're not immediately on board.   Clare is a money mentor, speaker and podcaster and author of the best selling book, Intentional Profit.    She's a qualified accountant (a CPA), but she's not your average bean counter… she uses her money-making mentoring powers for good.  Clare helps service-based businesses to scale, while creating a lifestyle they love.   This episode is FULL of golden nuggets IF you're ready to turn an actual PROFIT in your business, so get ready, turn up the volume on your AirPods and let's go.  Claire's Links:   →Buy Intentional Profit: https://clarewood.com/intentionalprofit/   →Listen to her podcast: https://clarewood.com/podcast/    →Follow Clare on Instagram: https://www.instagram.com/clare_wood_coach    Biz Resources:  →Apply for one of my private coaching packages here: https://hello.dubsado.com/public/form/view/63ce6497daa4512b460f626b  →Get my Free Guide: My Top 5 Performing Instagram Posts: plug-n-play templates for IG content that made me $30K in sales: https://meganyelaney.com/top-5-posts  Follow me on Instagram @meganyelaney:  https://www.instagram.com/meganyelaney/ 

Imagine doubling, or even tripling, your investment returns by leveraging the power of real estate. As a seasoned mortgage professional with over 17 years of experience, Jeff Smith, shares his insights from his personal journey of growing wealth through real estate investments. We'll dissect the reasons why real estate can potentially yield a higher return compared to stocks, the power of leverage in boosting your profits, and the strategy Jeff has used to build a successful real estate portfolio. The Power of Leverage: Uncover how leveraging your investment can yield higher returns, using the comparative example of a $50,000 stock market venture versus the potential of that same amount in a $500,000 property.Liquid Cash Accessibility: Explore how real estate stands out with its consistent cash flow from rental income and the versatility to leverage property equity—granting investors unparalleled financial fluidity.Tax Advantages Galore: From depreciation and mortgage interest deductions to property-related expenses, learn how savvy real estate investors maximize tax benefits to boost overall returns.Jeff also sheds light on navigating the inherent challenges in the real estate market and strategies to mitigate risks. Whether you're mulling over a property investment or just keen to understand its edge over stocks, this episode is a treasure trove of insights.Please note that this podcast episode is for informational purposes only and should not be considered as financial advice. Before making any financial decisions, it is important to consult with a financial advisor or certified public accountant (CPA) who can advise you on your specific financial situation. The host of this podcast and any guests do not assume any liability for any loss or damage resulting from the use of the information provided. Always do your own research and seek professional advice before making any investment decisions.Important Links & Info:Follow Jeff:Instagram: https://www.instagram.com/jeffsmithaz/Facebook: https://www.facebook.com/profile.php?id=100002927397116LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/Jeff Smith - Tiger Home Loans

Cannabis businesses who try to get creative to circumvent 280E often find themselves in precarious positions with the IRS. Since companies in the Cannabis industry are not able to legally take tax deductions due to its classification as a Schedule 1 drug, many try to get around 280E by setting up multiple entity structures to attempt to create partitions within their corporations, or use IRC 471 incorrectly, to take deductions like businesses in other industries. Tax courts have ruled against these techniques time and time again. Minimizing tax liability while being subject to 280E doesn't need to cause anxiety or fear if done correctly! On our latest podcast episode, attorney Nick Richards, partner and co-chair of the Cannabis Law practice group at Greenspoon Marder, LLP, and DOPE CFO Founder Andrew Huzicker, CPA discuss how businesses may benefit from using tax code 471-C when doing their taxes, using Capital Asset Theory to treat costs under 280E as capital assets (under the 16th Amendment of the Constitution), and ways to take expenses at exit (even under 280E). --- Send in a voice message: https://podcasters.spotify.com/pod/show/dopecfo/message

Ronald J. Baker is the founder of VeraSage Institute, a reformed CPA and cost accountant who has changed his mind on the value of timesheets and cost accounting. His quest is to bury the billable hour and timesheets.    He is also a radio talk-show Host, The Soul of Enterprise: Business in the Knowledge Economy heard on www.voiceamerica.com.  In this episode, Ron let us know why he changed his mind when it comes to the use of timesheets when setting up pricing. Hear his reasoning about why you should also get rid of timesheets. He offers profound insights, as well as examples and explanations, into how certain pricing value and cost models are appropriate for particular industries.    Why you have to check out today's podcast: Learn why many companies in accounting and the automobile industry are switching to subscription pricing Discover how timesheets cause leaders to focus on the wrong metrics, especially in pricing and value setting No timesheets? Is it possible?    “Even if you're a solo entrepreneur, have somebody else help you with pricing because it will put a spine in you and you won't give yourself away.” – Ronald J. Baker   Topics Covered:  02:44 – Talking about four defenses for timesheets in relation to Pricing  04:41 – Taking into consideration the Cost of Goods Sold in setting the price  07:22 – Difference between a metric and measurement type of cost allocations  09:09 – Opportunity Cost and Sunk Cost  10:39 – Is time really considered in setting up pricing?  14:31 – Project management as a way of making better decisions in the future  15:47 – The best advantage of niching your expertise on  18:31 – The start of subscription pricing in the accounting world  21:30 – Insurance classified as subscription pricing  24:08 – What's the best thing about hiring an accounting firm rather than accounting staff for your business  27:48 – His thoughts on cars leaning towards a subscription model  29:50 – Ron's pricing advice   Key Takeaways:  “Keep in mind that I don't need to see timesheets to know your firm's costs. I need to know, I need to see your GL, your income statement and I need to know what your labor and all of that is. I'd much rather track revenue per person or labor cost per person, profit per person in a professional firm because that's a true measurement.” – Ron Baker  “Even if they're just starting out as a sole solo. Don't have any employees. I still think they can put a price on things consistent with their opportunity cost and what they want, willingness to accept and function fine, and this is an integral part of this, as long as they step back after the job is completed and do an after-action review and learn from it.” – Ron Baker   “If you're niched, if you specialize, it's much easier to know what something's going to take once you build up some experience.” – Ron Baker  “A subscription model is a way to lock customers in for life. So in value pricing to Oh you're pricing, not the customer. And this is the subtle difference, but bear with me, you're pricing the relationship and you're pricing the portfolio because you're looking at it as a portfolio rather than a project or just a customer. You're actually looking at the entire portfolio.” – Ron Baker  “We're too busy. I think we confuse being busy with being effective and being profitable. And I'll see a correlation there.” – Ron Baker    People/Resources Mentioned:  Bain & Company: https://www.bain.com/ McKinsey and Company: https://www.mckinsey.com/ Porsche: https://en.wikipedia.org/wiki/Porsche Canvas + Fair: https://drivecanvas.com/ Ed Kless: https://www.linkedin.com/in/edkless TSOE Episode #200: Interview with Reginald Lee: https://www.thesoulofenterprise.com/tsoe/lee2 Lies, Damned Lies, and Cost Accounting: https://www.amazon.com/Lies-Damned-Cost-Accounting-Management/dp/163157065X   Connect With Ron Baker:  VeraSage Institute: https://verasage.com/ LinkedIn: https://www.linkedin.com/in/ronbaker1 Twitter: https://twitter.com/RonaldBaker Email: ron@verasage.com  The Soul of Enterprise: https://www.thesoulofenterprise.com/   Connect with Mark Stiving: Email: mark@impactpricing.com    LinkedIn: https://www.linkedin.com/in/stiving/

Philip Taylor of PT Money provides the keys to getting ahead financially. Episode 2459: The Keys to Getting Ahead Financially - It Gets Easier by Philip Taylor of PT Money PTMoney.com is about helping you make extra money, save more money, and spend your money wisely--all in an effort to help you fix your finances so you can build the life you want. It was started by Philip Taylor, a CPA, entrepreneur, and blogger who started the site in 2007. He also created FinCon, the popular conference for financial nerds. The original post is located here: https://ptmoney.com/does-this-get-easier-getting-ahead-financially/  Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Philip Taylor of PT Money provides the keys to getting ahead financially. Episode 2459: The Keys to Getting Ahead Financially - It Gets Easier by Philip Taylor of PT Money PTMoney.com is about helping you make extra money, save more money, and spend your money wisely--all in an effort to help you fix your finances so you can build the life you want. It was started by Philip Taylor, a CPA, entrepreneur, and blogger who started the site in 2007. He also created FinCon, the popular conference for financial nerds. The original post is located here: https://ptmoney.com/does-this-get-easier-getting-ahead-financially/  Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

The truth is that, as working moms, we are often faced with critical decisions that shape our lives and the lives of our families. There can be pivotal moments when we find ourselves at a crossroads, pondering decisions that could redefine our paths, whether it's a career shift, a relationship change, or any other major life choice. In the hustle and bustle of modern life, juggling professional responsibilities, family commitments, and personal aspirations, we can often find ourselves caught between competing priorities. Today, I want to create a space where we can openly discuss the tough decisions that working mothers face and offer insights, perspectives, and a supportive community to help navigate these uncertain waters. This week on the CPA MOMS Podcast we discuss redefining what it means to quit, making a decision regarding your career, making a decision regarding a relationship, and how to make empowering choices. You can read the full show notes HERE.