Podcasts about financial statements

Nathan brings Crystal back on to discuss the importance of financial literacy and the role of a fractional CFO in helping businesses understand their financial health. The conversation emphasizes the need for business owners to be proactive in managing their finances and the value of coaching in achieving business success. Guest Name: Crystal Haight |  @CrystalHaight  Title: Fractional CFO Company: NW Book Pros Expertise: she helps business owners produce positive recurring revenue. Website: https://nwbookpros.com/ Workshops: https://www.skool.com/profitcurator   Watch the episode on YouTube. 

Find me on Substack: https://bogumilbaranowski.substack.com/Kevin Koharki is an MBA, PhD, founder of CAE Consulting, and associate professor who has spent 20 years analyzing hundreds of firms and uniquely advocates that every employee—not just executives—should understand how their daily decisions impact capital allocation and long-term value creation.3:00 - Childhood influence: Depression-era grandmother shaped Kevin's views on hard work, discipline, and saving money through close relationship and shared activities6:00 - Career origin story: 1999 discovery of "Rich Dad, Poor Dad" led to Peter Lynch's "One Up on Wall Street" - describes it as "getting hit by lightning," sparking lifelong investing passion9:00 - Teaching philosophy: Drops real 10Ks on students' desks, believes in learning by doing rather than textbooks - "if you want to learn how to hit a curveball, you have to step in the batter's box"12:00 - Personal finance reality check: Most people don't budget despite it being "second, third grade math" - grandmother's "got cable?" test for true money problems15:00 - Capital allocation breakthrough: 2022 Vegas flight rereading Buffett letters when everything "clicked" - realized employees need training on how their roles impact CEO decisions18:00 - Defense contractor story: 71 years of collective family experience, never understood job's true financial impact until Kevin's training21:00 - Common misconception: Analysts focus only on dividends, debt paydown, buybacks - "it doesn't start there, it starts with revenue"25:00 - Concentration philosophy: Charlie Munger's "three investments in your lifetime" - finding businesses that can reinvest at high rates indefinitely30:00 - Financial statement analysis: Shocking number of investors not making proper adjustments for leases, pensions, stock-based compensation35:00 - Stock-based compensation deep dive: Spent three years figuring out what Buffett/Munger meant by "true cost" - most CFOs don't understand until receiving it themselves40:00 - Double-hit problem: Stock-based comp hits earnings twice (expense + dilution) while actual cash impact appears in financing, not operations45:00 - Tech sector impact: Free cash flow can be 30-40% lower than reported due to improper stock-based comp accounting50:00 - Cultural change requirement: Capital allocation mindset shifts take years, require constant reinforcement like diet changes55:00 - Employee education gap: HR can't explain stock plans due to licensing restrictions, employees receive lawyer-written documents they can't understand60:00 - Success definition: Making people better investors or employees who understand their financial impact - "help them understand the why"Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.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.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

In this episode, we have the pleasure of welcoming back Stephen Penman, professor emeritus of accounting and security analysis at Columbia Business School. Stephen has been elected into the Accounting Hall of Fame and is also a distinguished author. We discuss his latest book, in which he shows how accounting helps you, how it doesn't help you, and how to use it when evaluating investments. Stephen also shares his insights on hurdle rates, the development of accounting, and the possible impact of AI.Our conversation with Stephen Penman was recorded on 18 August 2025.For more info about the podcast, make sure to follow us on X/Twitter.We love to hear your thoughts, so please rate and review us. And feel free to tell us about great authors, books, and investors. Thank you. /Eddie with team—————————————Episode Chapters(00:00) Intro by Eddie & Martin(01:24) Welcoming Stephen(01:56) Keynote at climate change conference(02:58) Intro to Stephen's latest book(04:39) Co-author Peter Pope(07:02) Investing by the book(10:03) Cash flow valuation(11:43) Ignore information at your peril (14:49) The required return – a personal matter(19:46) Fantasy thinking(20:18) The hurdle rate of fund managers(22:57) M&A accounting(27:37) Good vs. Bad thinking(30:04) Reverse engineering (33:48) Stephen's current engagements(36:54) Development of accounting(43:20) Impact of AI on accounting(45:21) Stephen's own investments(48:30) Book recommendations(52:01) New writing projects(55:32) Concluding remarks—————————————Books & Articles MentionedFundamental Statement Analysis for Value Investing – Stephen Penman & Peter PopeAccounting for Value – Stephen PenmanA Proposal for Goodwill Accounting – Stephen PenmanExpectations Investing - Michael Mauboussin & Alfred RappaportBooks about the enlightenment – Smith, Hume, BakerBooks by Anthony Trollope—————————————More on Stephen PenmanBook website: https://www.penmanpope4value.com/ Papers at SSRN: https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=15046 Columbia Business School: https://business.columbia.edu/faculty/people/stephen-penman LinkedIn: https://www.linkedin.com/in/stephen-h-penman-80004628b/ —————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3257: Jeff Rose offers a practical guide to organizing and storing key financial records, from brokerage and retirement statements to tax returns, bank statements, and insurance policies. He explains how long to keep each type of document, when it's safe to shred them, and how to protect against identity theft. His advice balances the convenience of digital storage with the security precautions needed to safeguard your most sensitive information. Read along with the original article(s) here: https://www.goodfinancialcents.com/how-long-should-you-keep-bank-financial-tax-statements/ Quotes to ponder: "Keeping a good filing system of all your statements will help you do a better job of investment tracking." "It's advisable to keep your tax returns ‘forever.'" "Proper shredding is an easy way to protect yourself from identity theft." Episode references: IRS Recordkeeping Guidelines: https://www.irs.gov/businesses/small-businesses-self-employed/how-long-should-i-keep-records Business Insider - Google Drive Security: https://www.businessinsider.com/guides/tech/is-google-drive-secure Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3257: Jeff Rose offers a practical guide to organizing and storing key financial records, from brokerage and retirement statements to tax returns, bank statements, and insurance policies. He explains how long to keep each type of document, when it's safe to shred them, and how to protect against identity theft. His advice balances the convenience of digital storage with the security precautions needed to safeguard your most sensitive information. Read along with the original article(s) here: https://www.goodfinancialcents.com/how-long-should-you-keep-bank-financial-tax-statements/ Quotes to ponder: "Keeping a good filing system of all your statements will help you do a better job of investment tracking." "It's advisable to keep your tax returns ‘forever.'" "Proper shredding is an easy way to protect yourself from identity theft." Episode references: IRS Recordkeeping Guidelines: https://www.irs.gov/businesses/small-businesses-self-employed/how-long-should-i-keep-records Business Insider - Google Drive Security: https://www.businessinsider.com/guides/tech/is-google-drive-secure Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3257: Jeff Rose offers a practical guide to organizing and storing key financial records, from brokerage and retirement statements to tax returns, bank statements, and insurance policies. He explains how long to keep each type of document, when it's safe to shred them, and how to protect against identity theft. His advice balances the convenience of digital storage with the security precautions needed to safeguard your most sensitive information. Read along with the original article(s) here: https://www.goodfinancialcents.com/how-long-should-you-keep-bank-financial-tax-statements/ Quotes to ponder: "Keeping a good filing system of all your statements will help you do a better job of investment tracking." "It's advisable to keep your tax returns ‘forever.'" "Proper shredding is an easy way to protect yourself from identity theft." Episode references: IRS Recordkeeping Guidelines: https://www.irs.gov/businesses/small-businesses-self-employed/how-long-should-i-keep-records Business Insider - Google Drive Security: https://www.businessinsider.com/guides/tech/is-google-drive-secure Learn more about your ad choices. Visit megaphone.fm/adchoices

I'm sure most high-level executives would not agree (at least in public) with what I am about to say about Financial Statements, but that isn't going to stop me. Here it is. When a public company has unpleasant information that it is obliged to divulge to its shareholders and would prefer not to be questioned about, they will often bury it in the notes to the Financial Statement, if at all possible – which means, if their auditors will allow them to. Clearly not all companies do this, but many do. That's just one of the many reasons, savvy investors and others devour the notes to the financial statement with great relish. You should do the same. #notestofinancialstatements #fifthfinancialstatement #finacialstatements #accounting Link to Balance Sheet and Income Statement A Beginners Guide https://youtu.be/Prv1UER1VI4 Subscribe for more tips and insights like this: https://www.youtube.com/APNow?sub_confirmation=1 Looking for more of the most current business intelligence about + Best practices around your payment and accounts payable function + Current and new fraud protection protocols + The newest technology impacting your accounting, accounts payable, and payment functions + Career advancement +And much more!! +++++++++++++++++++++++ See most recent videos at: https://www.youtube.com/@APNow/videos See all short tips at: https://www.youtube.com/playlist?list=PLtL6rWSXZ-He5ELp9TP3wqQdHIbfIcFAB

ZIFA publish financial statements.

Send us a textWhen Steve Coughran started his first business at 16 from his sister's garage, little did he know this would lead to a career transforming how construction companies understand their finances. Today, as a fractional CFO who provides what he calls "CFO services reimagined," Steve brings a refreshing clarity to the often mystifying world of business finance.The most eye-opening revelation from our conversation? Seventy percent of companies that go bankrupt actually show profit on their books when they close their doors. This paradox exists because profit on paper doesn't guarantee healthy cash flow – a distinction that has saved countless businesses Steve has worked with. Using vivid examples (including asking audience members for cash during presentations), Steve demystifies concepts like return on invested capital in ways that make immediate, practical sense.We explore the concept of business "death zones" – those revenue thresholds where companies get stuck because their overhead structure doesn't align with their income. For construction businesses, these typically fall between $1-3 million, $3-10 million, and $10-25 million. Without proper financial planning, companies can find themselves trapped, unable to grow further or even maintain their position. One company Steve advised wanted to triple in size quickly – his financial models showed they'd be bankrupt within 18 months if they pursued that strategy.Beyond the numbers, Steve offers refreshing wisdom on business growth itself. Having risen from blue-collar beginnings (much like myself) to advising billion-dollar companies, he emphasizes that bigger isn't always better. Sometimes your calling might be to build a $20 million company that blesses employees' lives, not to scale indefinitely. His "Boosting Your Financial IQ" podcast has reached over 1.3 million downloads worldwide, and he recently made his financial literacy course completely free – demonstrating his belief that money should be a vehicle to bless others' lives.Connect with Steve on LinkedIn or visit cultivar.com to learn more about his approach to financial management. And if you're struggling with financial literacy, check out his free resources at byfiq.com – no strings attached.For more information or to know more about the Shed Geek Podcast visit us at our website.Follow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at info@shedgeek.com.This episodes Sponsors:Studio Sponsor: Shed ProCalculate Business ServicesIfabSolar Blaster FansNewFound SolutionsCardinal Manufacturing

By popular demand... here are my top 10 recruiting resources for investment banking!1. 400Q Guide2. Investment Banking by Rosenbaum and Pearl3. Financial Statements by Ittelson4. Wall Street Journal5. Morning Brew6. Dale Carnegie7. Toastmaster's International8. Microsoft Excel9. Perplexity AI10. Notion AIClick here for Buy Side Recruiting HelpBuy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBIContact: investmentbankinginsights@gmail.com

Financial Fundamentals Are not on your Financial Statements! New Livestream guest- Ed Patton from Patton systems in Texas. I'm happy to have Ed join me on a live broadcast. Ed has had a long career in management and knows that business owners don't like to read financials. He has a different set of tools. Tune in and as we'll be discussing financial fundamentals. It's a way of breaking down a business' financial position into a series of ‘scores.' This is a ‘must see event' for people who want to learn how to better run a business. Be sure to join live so that you can ask questions, replay will be available. We'll be going live Monday July 14, 2025 at 1 PM Atlantic Time and 12 Noon Eastern Time See you there! David C Barnett **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, www.DavidCBarnett.com - Book a call with David and let him help you with your project, www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way www.BusinessBuyerAdvantage.com - Get help selling your business, www.HowToSellMyOwnBusiness.com - Get better organized in your business, www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at www.EndMyMCA.com

Do you know your true net worth—and why it matters to your future? In this episode of the Child Care Genius Podcast, Brian Duprey walks you through how to calculate your net worth using a personal financial statement (PFS) and explains why every child care business owner should be tracking it annually.   Listen in as Brian shares real-life examples, breaks down assets vs. liabilities, and highlights how real estate can play a powerful role in building long-term wealth. Plus, discover how the Child Care Genius Financial Leverage Conference can help you unlock strategies to grow your net worth and secure your legacy.   Want to stop worrying about money and start building wealth? This episode is a great place to start.     Mentioned in this episode:   GET TICKETS to the Child Care Genius LEVERAGE Conference:  https://childcaregenius.com/leverage/   Need help with your child care marketing? Reach out! At Child Care Genius Marketing we offer website development, hosting, and security, Google Ads creation and management, done for you social media content and ads management. If you'd rather do it yourself, we also have the Genius Box, which is a monthly subscription chock full of social media & blog content, as well as a new monthly lead magnet every month! Learn more at Child Care Genius Marketing. https://childcaregenius.com/marketing-solutions/  Schedule a no obligation call to learn more about how we can partner together to ignite your marketing efforts.   If you need help in your child care business, consider joining our coaching programs at Child Care Genius University. Learn More Here. https://childcaregenius.com/university     Connect with us:  Child Care Genius Website Like us on Facebook Join our Owners Only Private Mastermind Group on Facebook    Join our Child Care Mindset Facebook Group Follow Us on Instagram Connect with us on LinkedIn Subscribe to our YouTube Channel Buy our Books Check out our Free Resources

Jim Dzundza, Staff Product Manager for QuickBooks Accounting Automation, joins the show to demonstrate the revolutionary AI features rolling out in QuickBooks Online's new platform. From PDF statement uploads that eliminate manual data entry to intelligent anomaly detection that automatically flags unusual transactions in financial reports, these tools are designed to reduce bookkeeping time without replacing human expertise. Jim walks through live demos of the collaboration tools, AI-powered reconciliation, and the accounting agent's ability to surface potential errors and duplicates before they become problems.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:31) - Jim's Journey with QuickBooks (04:35) - New QuickBooks Online Platform (07:14) - AI Agents in QuickBooks Online (11:17) - Bank Feed Enhancements (18:30) - AI-Powered Reconciliation (19:59) - Error Resolution Process (20:52) - AI Reconciliation and Duplication Detection (21:45) - Release Timeline for New Tools (22:35) - Anomaly Detection in Financial Statements (26:16) - Demo of Anomaly Detection Tool (37:00) - Future Enhancements and Feedback (40:59) - Conclusion and Upcoming Training Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comAlicia's QBO Hands-on Training starts July 21! http://royl.ws/QBO-complete?affiliate=5393907Intuit's Accountants Toolkit 2025, https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharingIntuit's Data and Security Page: https://www.intuit.com/privacy/statement/ Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

IASB Vice-Chair Linda Mezon-Hutter and Member Hagit Keren join Executive Technical Director Nili Shah to discuss: Climate-related and Other Uncertainties in the Financial Statements; Financial Instruments with Characteristics of Equity; and Provisions—Targeted Improvements. The IASB is currently running a short podcast audience survey to understand how our podcasts are being used and how they can be improved.

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

Why do so many businesses struggle with cash flow—and how can you avoid the same fate? In this episode, Steve reveals one of the biggest hurdles he sees business leaders face: a lack of financial literacy. But it's not about complex accounting—it's about understanding the story behind the numbers so you can take action.Steve shares his journey of learning the basics of finance and why getting these fundamentals right could be a game-changer for your business. From income statements to balance sheets, he breaks down the essentials that all business owners need to know. Tune in to learn how understanding your numbers can help you make smarter decisions and set your business up for long-term success.Disclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Support the show

IFRS 18 is a new standard that is now examinable at SBR. This edition of the podcast gives you an introduction and sets the scene!

Thinking about buying a home service business with an SBA loan? This episode is your go-to guide. Jackquisitions sits down with Alan Peterson—who closed over $70 million in SBA acquisition financing last year—to break down how to structure high-leverage deals, navigate the latest SBA loan rule changes, and avoid the costly mistakes many first-time buyers make.If you're serious about acquiring a home service business and want a financing strategy that actually works, this episode is a must-listen.

The executive of SAFA is appearing before the parliamentary committee for sport, arts and culture to account for its latest audited financial statements. Safa will also be expected to answer questions about the organisation's governance, provide an update on video assistant referee implementation, give comment on allegations levelled against the president and CEO Danny Jordaan and Safa's inability to pay salaries timeously. But before all of that started, ANC member, Gaolatlhe Kgabo, raised concerns about the lack of attenmdance by the minister Gayton McKensie. Sakina Kamwendo spoke to SABC Sports News Anchor, Jon Gericke

In this eye-opening episode of Limitless Podcast, Dr. Matthew Preston & Dr. Thaon Simms unlock the secrets to effective stock research that can transform your investment returns!

In this episode of Only Business, The StarMaker breaks down how to read and understand a balance sheet and profit & loss statement—without the jargon. Learn how to interpret the numbers that drive your business, spot financial red flags, and make smarter decisions with confidence. Whether you're just starting out or scaling fast, this episode is your crash course in financial fluency every entrepreneur needs.

There are times as a QuickBooks ProAdvisor that you might want to entertain other options, either temporary or permanently.Lynda Artesani and Sarah Prevost join the panel to discuss the differences between QBO and Xero for those that might be looking to add Xero to their suite of supported offerings.Learn about Xero: https://xero5440.partnerlinks.io/80w3795vt0k0-nx0cimCPE offered through Earmark. There is no Live CPE for this Webinar, however you can check out the Prior CPE eligible sessions here: https://bit.ly/QBPHCPE QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Matthew "Spot" Fulton and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog  Register for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction to Earmark App and Course Enrollment01:07 Welcome to QB Power Hour Webinar Series01:42 Today's Topic: Is the Grass Greener at Xero?02:31 Meet the Guest Speakers: Sarah Prevost and   Artesani04:47 Discussion on QuickBooks and Xero15:05 Intuit's Changes and Their Impact25:28 Exploring Xero's Features and Support36:02 Xero's Bank Feed and Reconciliation38:02 Discussing Xero Payroll Capabilities38:46 Reconciliation Process in Xero41:04 Exploring Xero's User Interface41:54 Bulk Work and Cash Coding in Xero43:14 Mobile App Enhancements43:34 Customizing Chart of Accounts45:08 Financial Statements and Reporting47:41 Time Tracking and Project Management51:03 Find and Recode Tool53:02 Xero Pricing and User Management55:31 Xero App Store and Integrations57:06 Certification and Training for Xero58:59 Comparing Xero and QuickBooks01:01:37 Merchant Services and Inventory Management01:03:43 Final Thoughts and Closing Remarks

The Marine Corps is DoD only military service that's managed to pass a financial statement audit. But the way it's gone about it isn't the sort of thing you'd want to do over the long term. The current process is expensive, time consuming, and filled with manual work arounds, but officials say they recognize those issues, and the next step is to make those successful audits more sustainable details now from Federal News Network's Jared Serbu. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: How good is ChatGPT at analyzing financial statements, What do you look at first when analyzing a stock, Most painful lessons you've had in investing and more. Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun300

Welcome back to The Dental Boardroom Podcast with Wes Read.In this follow-up to our previous episode on structuring your Profit & Loss (P&L) statement, we dive deeper into the how of using your financials strategically.This episode walks you through 10 essential questions—or rather, areas of focus—to ask each month when reviewing your financial statements. These questions will help you uncover trends, evaluate performance, and guide your practice toward long-term financial health.Wes also breaks down how to align your collections with personal financial goals like retirement and financial independence. He shares real-world advice on navigating fluctuations in revenue and expenses.Whether you're a seasoned practice owner or new to analyzing financials, this episode is packed with actionable insights that will help you become a more financially empowered business owner.Key Points:How to read your P&L like a narrative, not just a spreadsheetMonthly collection tracking: comparing last month, YTD, and last yearHow to know if you hit your goals-based breakeven pointStrategies for consistent collection growth through marketing and operationsIdentifying outlier expenses and validating through the general ledgerWhy your practice financials should align with your life visionQuestion 1: What were my collections last month and year-to-date (YTD), and how do they compare to last year? Understanding variations in collections and what they indicateQuestion 2: Did I reach my goals-based breakeven point for the month and year? The importance of setting and measuring against personal financial goalsQuestion 3: How can I grow my collections consistently? The role of marketing, operations, and planning in revenue growthQuestion 4: Do any expense categories look too high or too low? How to review the general ledger to validate expensesMindset: Be intentional about aligning your practice's performance with your life goals.#DentalBoardroomPodcast #WesRead #DentalFinance #ProfitAndLoss #DentalPracticeManagement #FinancialPlanning #PracticeOrbit #DentalBusiness #DentalCFO #CollectionsGoals #DentalGrowth #PlanAndProfit #FinancialIndependence #DentistLife

IASB Member Bertrand Perrin joins IASB Executive Technical Director Nili Shah to discuss: Business Combinations—Disclosures, Goodwill and Impairment; and Climate-related and Other Uncertainties in the Financial Statements.

Join hosts Nicole Harger and Adam Olsen as they explore the complex world of tariffs in this episode of Accounting Matters. Discover how global trade policies and tariffs are reshaping financial statements, supply chains, and pricing strategies. From the hardest-hit industries to strategic mitigation tactics, this episode provides valuable insights for navigating today's dynamic trade environment. Packed with in-depth analysis, it equips you with the knowledge to stay ahead in the financial landscape.

Today on the podcast you'll hear the audio version of our brewery financial round table meeting. This month we focus on how to how to analyze your financial statements to unlock profitable opportunities.  In our monthly workshops, brewery owners and managers share ideas and best practices to improve profits and cash flows. To join our membership or learn more, visit the Beer Business Finance Association. SummaryHow to use financial trend analysis to spot problems with gross marginsSimple break-even analysis toolsTactics to present the income statement on a "per barrel" basisResourcesGet the free brewery financial training newsletterLearn more about our network of brewery owners and managers

Every Wednesday we release our all new “HALO Academy: 2 Minute Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule  ====================================================== RESOURCES  https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com  =================================================== ABOUT YOUR INSTRUCTOR  Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series.  Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.)  ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.

Just as we were about to record, Tottenham's financial results dropped, along with Daniel Levy's statement... Learn more about your ad choices. Visit podcastchoices.com/adchoices

Key Takeaways: The Three Financial Statements Matter – Businesses use three main reports: the balance sheet, the income statement, and the cash flow statement. Each one tells a different part of the financial story. The Income Statement Shows Profitability – This report tracks how much money a business makes (revenue), what it spends (expenses), and whether it made a profit or loss over a specific time. The Balance Sheet Shows What a Business Owns and Owes – It lists assets (what the business owns), liabilities (what it owes), and equity (the owner's share). This gives a snapshot of the company's overall financial strength. The Cash Flow Statement Tracks Money Movement – This statement shows how money moves in and out of the business, covering operations, investments, and loans. A business can be profitable but still struggle if it doesn't manage cash flow well. Financial Knowledge is More Important Than Ever – Understanding these reports helps business owners make smart decisions, avoid financial trouble, and plan for the future in today's changing economy. Chapters: Timestamp Summary 0:00 Introduction to Financial Statements 0:35 Income Statement Overview 1:55 Importance of Balance Sheet 3:34 Understanding Cash Flow Statements 4:29 Importance of Balance Sheets for Investors and Business Owners   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   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.

In this episode of Corporate Finance Explained, we break down the fundamentals of financial statement analysis—a vital skill for corporate finance professionals, investors, and business leaders.We start by exploring the three core financial statements:Income Statement – Reveals a company's profitability by detailing revenues and expenses over a specific period.Balance Sheet – Provides a snapshot of the company's financial position, outlining assets, liabilities, and shareholders' equity.Cash Flow Statement – Tracks cash inflows and outflows to assess liquidity and financial stability.Next, we dive into key analysis techniques, including:Ratio Analysis – Evaluates profitability, efficiency, and solvency using financial ratios.Trend Analysis – Identifies patterns over multiple periods to assess financial trajectory.Vertical & Horizontal Analysis – Helps compare financial data as percentages or across different timeframes for better context.Key Takeaways:Understanding financial statements is crucial for assessing a company's financial health.Applying analysis techniques like ratio and trend analysis uncovers insights into profitability, liquidity, and efficiency.Regular financial statement analysis enables better decision-making for both internal teams and external stakeholders.

IASB Chair Andreas Barckow and IASB Vice-Chair Linda Mezon-Hutter join IASB Executive Technical Director Nili Shah to discuss: Financial Instruments with Characteristics of Equity; Intangible Assets; Amortised Cost Measurement; and the IASB–ISSB meeting on Climate-related and Other Uncertainties in the Financial Statements.

In this episode, Scott Becker discusses Carvana's recent stock decline and questions the company's financial transparency, comparing its earnings management tactics to past corporate strategies.

In this episode, Scott Becker discusses Carvana's recent stock decline and questions the company's financial transparency, comparing its earnings management tactics to past corporate strategies.

“Consolidation. A  lot of people don't know exactly what it is. They think that it's just an aggregation of numbers. Like you just add numbers, but it's more technical than that. Most of the time when we are talking about consolidation, it's international big groups that have subsidiaries around the world. Consolidation is the process of converting those financial statements normally built locally, because they have to be compliant with the local requirements and be compliant with the GAAP of the group.” Charaf Bourhalla has been Head of Consolidation at Nestle Skin Health, Vimian Group and Edify Investment Partner.  He holds several key certifications, including the FMVA from CFI, ACCA with a focus on IFRS, and the PMP from PMI. His posts on LinkedIn reach millions of people explaining complex topics simply such as IFRS 10 – Consolidated Financial Statements, AS 16 – Property, Plant and Equipment and AS 1 – Presentation of Financial Statements. In this episode: From years of struggle, to Kimberly Clarke as a reporting analyst to entering a pharma company as business controller  13-year tenure as a consultant developing a deep understanding of IFRS, USGAAP, French GAAP, and IPSAS,  3 Jobs as Head of Consolidation including Nestle Skin Health with 70 subsidiaries around the world Simplifying complexities of financial consolidation and non financial KPIs Secrets to working with FP&A for consolidation and forecasting and building a mid-term plan Continual training for teams in subsidiaries  Technology and complexity changing the consolidation game How Charaf called in when a company found itself consolidating more than 70  legal entities using Excel Not to pick consultants with partnerships with only one provider  Connect with Charaf on LinkedIn: https://www.linkedin.com/in/charaf-bourhalla-04760a1b/

Navigating the complex terrain of financial statement reporting and income tax disclosures is a major challenge for companies as they face heightened regulatory scrutiny and evolving standards. The Financial Accounting Standards Board (FASB) continues to introduce significant updates, including ASU 2023-09, which requires greater transparency and more detailed reporting of tax provisions. These changes reshape how companies present their tax positions within financial statements, emphasizing the need for robust systems and strategies to manage increased disclosure requirements.As organizations continue adapting to these standards in 2025, understanding tax provisions and their implications remains essential for maintaining compliance and demonstrating financial integrity.In this episode, Brooks Nelson, Partner and Strategic Tax Leader and Sarah McGregor, Tax Director, are joined by William Billips, Tax Partner, and Lisa Macri, Tax Director. Together, they explore key tax legislation updates from 2024 and strategies for navigating the road ahead.  This discussion is crucial for finance professionals seeking to build on last year's adjustments and ensure their organizations remain prepared for the evolving landscape of tax reporting.Listen to learn more about: 03:30 – Understanding ASC 74004:25 – Common challenges with ASC 74005:44 – Upcoming changes with ASU 2023-0907:21 – Rate reconciliation and disaggregation requirements08:33 – Preparing for ASU 2023-09 implementation09:32 – Transferability of energy credits10:45 – Acquisitions and dispositions key considerations11:50 – Pass-through entities and tax reporting14:20 – Anticipating future tax law changes16:37 – Planning for legislative changes Related Guidance Newsletter: The Rundown: Fourth Quarter 2024 GuideArticle: Unlocking Opportunities: The Evolving Market for Clean Energy Tax Credits

The Funding Formula: Raj Tulshan's BLUEprint for Business LoansSecuring business funding can feel like navigating a financial maze, but what if there was a formula to simplify the process? In this episode of The Business Chop, host Audrey “Tech Diva” Wiggins sits down with Raj Tulshan, founder of Loan Mantra, to uncover the secrets of business financing. Raj shares expert insights on how small business owners can access capital, avoid common loan application pitfalls, and leverage technology to streamline the process. Whether you're looking for working capital, expansion funding, or real estate financing, this episode is packed with valuable advice to help you secure the right loan for your business.Episode Highlights✅ Why Small Businesses Struggle with Financing – Understanding the common roadblocks entrepreneurs face when applying for loans. ✅ Loan Mantra's One-Stop Solution – How technology is revolutionizing small business lending. ✅ The Funding Formula – Key steps to building a financial narrative that lenders trust. ✅ Accessing the Right Capital – Breaking down traditional SBA, MCA, and other lending options. ✅ The Importance of Financial Storytelling – Why your business history matters when applying for a loan. ✅ AI & Fintech in Lending – How artificial intelligence is shaping the future of business financing. ✅ Pro Tips from Raj – Practical advice to improve your chances of securing a business loan.Contact Raj Tulshan at loanmantra.comSend us a message Buzzsprout - Let's get your podcast launched!Start for FREEDesignrr for eBooks, BlogsCreate eBooks, Blogs, Lead Magnets and more! Riverside.fm Your Own Virtual StudioProfessional Virtual StudioAltogether Domains, Hosting and MoreBringing your business online - domain names, web design, branded email, security, hosting and more.Digital Business CardsLet's speed up your follow up. Get a digital business card.Small Business Legal ServicesYour Small Business Legal Plan can help with any business legal matter.Get Quality Podcast Guests NowKeep your podcast schedule filled with quality guests from PodMatch.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showPlease Rate & ReviewTo work with Audrey visit Altogether Marketing LLC

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Key Takeaways: Master Your Income Statement: Regularly review it to ensure your business earns more revenue than it spends. Understand Your Balance Sheet: It's a vital snapshot of your assets, liabilities, and equity, helping you evaluate financial health. Monitor Cash Flow: A positive cash flow statement signals strong financial management and liquidity. Combine Reports for Clarity: Analyze the income statement, balance sheet, and cash flow together for a complete financial picture. Strategic Investments: Use insights from your balance sheet and cash flow to make decisions that boost shareholder value. Chapters: Timestamp Summary 0:00 Understanding Financial Statements to Boost Business Value 1:30 Understanding Income Statements for Financial Health 2:51 Rethinking Balance Sheets for Business Growth 4:38 Balancing Assets, Liabilities, and Equity for Business Growth 6:11 Understanding Financial Statements for Better Business Management 8:08 Leveraging Real Estate for Business Financing and Cash Flow 9:35 Understanding Balance Sheets, Cash Flow, and Investment Strategies 11:13 Understanding Financials to Enhance Business Profitability and Growth 12:38 Investment Risks and the Importance of Professional Advice   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   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.

In this episode of Confessions of a B2B Entrepreneur, Tom Hunt sits down with Nick McLean, a partner at Four Pillars Investors, a private equity firm that buys companies between 20 and 100 million dollars in revenue. Nick shares his journey into private equity, the challenges he faced breaking into the industry, and how he built his own firm focused on acquiring and scaling businesses. He discusses the importance of understanding the numbers, building relationships, and developing a sophisticated sales and marketing approach. This episode is a must-listen for any entrepreneur looking to sell their business or scale their company to new heights.

Watch the YouTube version of this episode HEREAre you a law firm owner who is looking for some advice when it comes to the company's finances? In this episode of the Maximum Lawyer podcast, Tyson Mutrux engages in a thought-provoking discussion with Brian Feroldi, a seasoned expert in stock picking and financial statement analysis. The conversation centers around the importance of understanding financial statements and how this knowledge can be particularly beneficial for law firm owners.Brian delves into the importance of financial education for those in the legal field. For law firm owners, it is important to understand how to create financial statements and what it means for a business as it relates to determining success. Determining success can be done by analyzing financial statements and finding out how much profit a company is making, the direction of their financial results and the balance of cash and liabilities. For those who are thinking about acquiring a business, these factors are important to think about.Scaling a law firm needs to be done strategically or else it can fail. The more successful a law firm is, the more cash they will eat. That is why many firms need lines of credit, because the access to cash in the bank is not always readily available. For firms to stay afloat, owners need to balance growth with having the cash to support it.Listen in to learn more!1:64 The need for financial statement education for lawyers4:47 The three primary financial statements crucial for analysis15:66 Discussion on cash flow issues faced by scaling law firms 19:30 Discussion on the significance of personnel costs in law firms41:63 Prioritizing long-term relationships and success over short-term gainsTune in to today's episode and checkout the full show notes here. Connect with Brian:Website Instagram  X TikTokLinkedinYoutube

In this episode of What's New at CFI, we are talking about a course that is going to help make everyone's job a little bit easier. The course itself may be in the context of financial statement analysis, but in today's world, everything is data-driven, and in turn, so is almost every job. Spend some time with Glenn as he talks about what AI can do, what it is best at, and how we can interact with it now that generative AI gives the layperson a friendly user interface.If you want to learn and practice how to make your working day a little easier, this is a course you don't want to miss.

Under the guise of funding OneSchool Global, the PBCC's leaders have quietly bilked $0.65 billion from their unsuspecting members since 2017. Rather than being used for education, this tax free bullion is stashed in multiple obscure private investment funds around the globe, and used by the tiny elite of ultra-rich PBCC church leaders to fund their own businesses ventures. Every year, the Plymouth Brethren Christian Church's “Global Funding Team” holds a “Strive” fundraiser to collect a further $250 million to add to the pot. Attendance at this Zoom fundraising event, while dressed in church attire, is compulsory for 100% of members, and they must keep their cameras on so that local brethren priests can see that they are attending, and monitor their reactions. The 54,000 assembled victims of this fraud are told a carefully crafted pack of outright lies to the effect that the Brethren's OneSchool Global desperately needs funds, that Vision Foundation is an endowment fund for this purpose, and that it generates an astonishing 20% return on investment. Get-a-Life exposes for he first time the shocking truth that Vision Foundation has actually been losing millions of dollars per year, and far from being an endowment fund, is just a handy source of ready cash for the corrupt Brethren elite. We also expose for the first time the “Campus Modernization Program” and the “Hall Standardization Program” further financial scams perpetrated by PBCC leadership to launder $100s of millions of tax-free dollars into their own bank accounts. Join us as we light up for the first time the Affinity Fraud of the Century, as the perpetrators desperately scramble to pull the maximum value from the scam before the Australian Tax Office's ongoing investigation closes it down for good. Link for insiders- https://docsend.dropbox.com/view/wckqr4wiceas25ga Link for attachments discussed in podcast- https://www.dropbox.com/scl/fo/mfcbv65ago9seigve50n3/AC2kvJMl_9cEcfRCQpdFB-k?rlkey=x7zlieiatvcavcpzdm1ukrgud&st=ic7hxose&dl=0 Link to Damian Hastie's website- https://www.brethrenexposed.com/investigations.html Article/website links- Grace Trust on Charity Commission website https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/257516 NAF on Charity Commission website https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/5101784 Wikipedia article on Affinity Fraud https://en.wikipedia.org/wiki/Affinity_fraud Affinity Fraud news article https://www.cnbc.com/2018/09/06/religious-based-financial-fraud-is-rampant-heres-how-to-fight-it.html GAL Tax Fraud and Embezzlement podcast https://www.youtube.com/watch?v=gn8X-REFPSQ GAL OneSchool/Unispace Money Laundering podcast https://www.youtube.com/watch?v=HNnkaDA2BZ8&t=3034s GAL Australian Tax Office raid UBT podcast https://www.youtube.com/watch?v=Sl8WmlBGonI Vision Income Fund- NZ past ROI- https://www.oneinvestment.com.au/wp-content/uploads/2024/03/Vision-Income-Fund-year-end-Financial-Statements-31.12.2023.pdf To share your story or be a guest on the show, email info.getalife@proton.me Get a Life Paypal donations - https://www.paypal.me/getalifepodcast Get a Life GoFundMe- https://gofund.me/614bcd06 PayPal link for USA- https://www.paypal.com/pools/c/8Tz4n35OJ8 Olive Leaf Network- https://oliveleaf.network/ Thinking of Leaving Pamphlet and resources - https://oliveleaf.network/resources/ Preston Down Trust Decision- http://www.charitycommission.gov.uk/media/591398/preston_down_trust_full_decision.pdf Admin/Legal email address: stouffvillelegal-gal@protonmail.com Office address: 22 Braid Bend Stouffville ON L4A 1R7 #plymouthbrethrenchristianchurch #pbcc #abuse #church #cult #religion #trauma #religioustrauma #sexualabuse #mindcontrol #brainwashing #whistleblower #getalifepodcast #getalife #exclusivebrethren #BruceHales #BDH #BruceDHales #UniversalBusinessTeam #UBT #RRT #RapidReliefTeam #Aberdeen #OneSchoolGlobal #OSG

Insights from a Fractional CEOI had the pleasure of chatting with Karen, a seasoned fractional CEO and advisor to C-suite executives. Our conversation was packed with valuable insights on business management, financial literacy, and strategies for driving company performance. Here are some key takeaways that I think you'll find intriguing:Key Lessons and Ideas:The Role of a CEO in Challenging Times:**  Karen steps into organizations during tough transitions, often uncovering hidden issues by listening for key phrases.Financial Statements as a Business Health Indicator:**  Understanding financial statements is crucial. Karen starts by asking about labor costs and depreciation to gauge financial health.  She uses relatable examples, like a lemonade stand, to teach complex financial concepts.Cash Flow Management and Debt Restructuring:**  "Cash is king." Karen focuses on liquidity and quick wins to optimize performance.  She warns against hasty cost-cutting, sharing a cautionary tale where excessive cuts led to dysfunction.Boosting Sales Volume and Contract Management:**  Regularly review and renegotiate contracts to stay competitive.  Example: At Pepsi, Karen learned the importance of updating contracts to reflect market changes.Building a Sustainable Business Legacy:**  Establish strong banking relationships and assess family aptitude for succession planning.Curiosities and Strategies:The Risks of Aggressive Cost-Cutting:**  Karen explains how aggressive cost-cutting can strip essential functions and skills, advocating for a balanced approach.The Importance of P&L Management:**  Managing the profit and loss statement is critical for informed decision-making.  Karen emphasizes transparency and regular financial reviews to drive performance.Educating Employees on Financial Impact:**  Monthly reviews with managers help them understand their roles' impact on the P&L, fostering accountability and performance.Connect and Learn More:Karen is passionate about helping businesses grow and scale. Connect with her on LinkedIn for more insights on transformational leadership and emerging trends, especially in AI.I hope these highlights spark your curiosity and entice you to listen to the full episode. Karen's experiences and advice are invaluable for anyone navigating the complexities of business management and growth.Stay curious and keep scouting for those deals!P.S. Don't miss out on future episodes of "The Deal Scout." Subscribe now and stay ahead in the world of business and investment!Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

Connor Turland (@Entrecurious) is the prototypical software entrepreneur. He found a niche from a "prior life" and is now building an AI bookkeeping SaaS.Now, many founders struggle with bookkeeping, so this is your opportunity to learn more about the pitfalls and opportunities of that field from someone who speaks both "developer" and "bookkeeper."Here's Connor and how he is employing cutting-edge AI in an industry that is usually very resistant to change.Learn more about Connor at https://connorturland.com/You'll find Ceedar at https://ceedar.ai/This episode is sponsored by Paddle.com — if you're looking for a payment platform that works for you so you can focus on what matters, check them out.The blog post: https://thebootstrappedfounder.com/connor-turland-pioneering-the-future-of-bookkeeping-with-ceedar-ai/The podcast episode: https://tbf.fm/episodes/359-connor-turlandCheck out Podscan to get alerts when you're mentioned on podcasts: https://podscan.fmSend me a voicemail on Podline: https://podline.fm/arvidYou'll find my weekly article on my blog: https://thebootstrappedfounder.comPodcast: https://thebootstrappedfounder.com/podcastNewsletter: https://thebootstrappedfounder.com/newsletterMy book Zero to Sold: https://zerotosold.com/My book The Embedded Entrepreneur: https://embeddedentrepreneur.com/My course Find Your Following: https://findyourfollowing.comHere are a few tools I use. Using my affiliate links will support my work at no additional cost to you.- Notion (which I use to organize, write, coordinate, and archive my podcast + newsletter): https://affiliate.notion.so/465mv1536drx- Riverside.fm (that's what I recorded this episode with): https://riverside.fm/?via=arvid- TweetHunter (for speedy scheduling and writing Tweets): http://tweethunter.io/?via=arvid- HypeFury (for massive Twitter analytics and scheduling): https://hypefury.com/?via=arvid60- AudioPen (for taking voice notes and getting amazing summaries): https://audiopen.ai/?aff=PXErZ- Descript (for word-based video editing, subtitles, and clips): https://www.descript.com/?lmref=3cf39Q- ConvertKit (for email lists, newsletters, even finding sponsors): https://convertkit.com?lmref=bN9CZw

Send us a textDiscover how Steve turned early struggles into a roadmap for financial mastery. From building multimillion-dollar businesses to creating over $1 billion in value, Steve shares the seven steps that transformed his financial IQ.Packed with personal stories, surprising lessons (including a hilarious twist involving a Spanish class), and practical insights, this episode will inspire you to take charge of your financial future.Your financial journey starts here—listen now and take the leap today!Disclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Register for the free Measure What Matters Webinar here: https://www.coltivar.com/measure-what-matters-webinar Support the show

Michael Novogradac, CPA, and Novogradac partner Tony Grappone, CPA, examine the complexities of year-end financial statement audits for renewable energy companies. They outline critical steps to ensure a seamless audit process, including the review of prior audits, identification of common errors to avoid and management of non-recurring items. Additionally, they provide guidance on proportional amortization accounting for new investors and emphasize important financial reporting deadlines for developers. This discussion is particularly beneficial for renewable energy accountants preparing for the forthcoming year.

What are the critical factors driving investment success? How can investors balance profitability and risk? In this episode, we sit down with Dr. Sunil Wahal, the Jack D. Furst Professor of Finance and Director of the Center for Responsible Investing at the W.P Carey School of Business at Arizona State University, to delve into the intricacies of financial science. With over 25 years of academic and practical experience, Dr. Wahal shares his unique perspective on factor investing, profitability premiums, and how to approach value investing in today's complex financial environment. He talks about the joint distribution of value and profitability, explains how profitability premiums work, and discusses the challenges faced when integrating academic research into practical investing strategies. Dr. Wahal also touches on common misconceptions in financial theory, the long-term benefits of maintaining a diversified investor base, and why understanding the nuances of financial risk is key to avoiding costly mistakes. Gain insights into building a successful investment portfolio grounded in the principles of financial science and how to avoid common pitfalls in factor investing. Join us to hear actionable strategies for balancing risk, understanding factors, and applying academic research to real-world scenarios with Dr. Sunil Wahal! Key Points From This Episode:   (0:04:15) Dr. Wahal's work on profitability, data sourcing challenges, and its significance. (0:08:01) The impact of controlling the value of the profitability premium. (0:10:08) Correlations between value and profitability and the benefits of “tilted” portfolios. (0:14:48) Steps for unleveraged long-term investors to build profitable portfolios. (0:17:27) How the joint distribution of value and profitability differs from a profitability screen. (0:20:43) Approaches of large financial firms to implementing value and profitability in portfolios. (0:24:41) Time horizons for tiled portfolios and their expected returns after cost.  (0:30:53) Insight into how institutions decide on which investment managers to hire and fire. (0:38:00) Exploring how the hiring and firing of managers affects institutional performance.  (0:40:16) Ways the relationships with institutions influence hiring decisions and performance. (0:44:35) Uncover how institutions select which private market firms to invest in. (0:48:58) Key takeaway lessons from Dr. Wahal's research for institutional investors. (0:50:52) Why frequently hiring and terminating managers may not be the best approach. (0:52:32) Advice for retail investors and the importance of cost in managing portfolios. (0:59:22) Reasons that institutions avoid indexing and the competitiveness of mutual funds. (1:02:29) How diversification among mutual fund investors affects performance. (1:09:19) Performance overview of actively managed global equity mutual funds. (1:12:35) The role of practitioner interaction and his concept of success. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/  Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Sunil Wahal on LinkedIn — https://www.linkedin.com/in/sunil-wahal/ W. P. Carey School of Business — https://wpcarey.asu.edu/ Avantis Investors — https://www.avantisinvestors.com/ Dimensional Fund Advisors — https://www.dimensional.com/ UpWork — https://www.upwork.com NVIDIA — https://www.nvidia.com Episode 316: Andrew Chen — https://rationalreminder.ca/podcast/316   Books From Today's Episode:   The Interpretation of Financial Statements — https://www.amazon.com/dp/0887309135   Papers From Today's Episode:    ‘Long-Term Shareholder Returns: Evidence from 64,000 Global Stocks' — https://doi.org/10.1080/0015198X.2023.2188870 ‘Long-Run Stock Market Returns: Probabilities of Big Gains and Post-Event Returns' — https://dx.doi.org/10.2139/ssrn.3873010 ‘Prudential Uncertainty Causes Time-Varying Risk Premiums' — https://dx.doi.org/10.2139/ssrn.2176896 ‘A Five-Factor Asset Pricing Model' — https://dx.doi.org/10.2139/ssrn.2287202 ‘Do Institutional Investors Exacerbate Managerial Myopia?' — https://doi.org/10.1016/S0929-1199(00)00005-5

In this episode of Welcome to Eloma, Talaya Scott, founder of FIIT Perspective talks about the importance of financial literacy for entrepreneurs. Talaya emphasizes the need for entrepreneurs to understand their financial statements, particularly the profit and loss statement and the balance sheet. She highlights the consequences of not tracking numbers properly, such as paying too much in taxes and being unprepared for opportunities. Links and follow-ups:Connect with Talaya Scott:Websites: www.fiitperspective.com, www.talayascott.comLinkedin: @talayascottInstagram: @talayascott @fiitperspectiveFacebook: @talayascott @fiitperspective Email: talayascott@fiitperspective.comConnect with KileyLearn more at WelcomeToEloma.comWork with us at RAYNEIX.com Newsletter Signup: RIXNewsletter.com Linkedin: Kiley Peters & RAYNE IXInstagram: @kileypeters & @rayneix Email: info@rayneix.com