Podcasts about Gaap

Join hosts Nicole Harger and Adam Olsen as they explore the intricacies of accounting for R&D costs. This episode covers the current U.S. GAAP treatment, challenges in the life sciences sector, and differences with IFRS. Discover potential changes from FASB and gain insights into how these accounting principles impact financial statements across industries. Perfect for professionals navigating the evolving landscape of R&D accounting.

Points of Interest1:09 – 2:28 – Meet Rich Brett: Rich shares his background in agency finance and how he now serves 12–15 agencies monthly by bridging gaps between finance, operations, and strategy.2:29 – 4:03 – The FinOps Mindset: Rich defines FinOps as the intersection of finance and operations—connecting financial data with the reality of agency delivery for more meaningful insights.4:04 – 6:02 – Rate Cards and Data Integrity: The duo explores how operational metrics like utilization and recovery must align with financial planning, especially when building rate cards.6:03 – 9:03 – Revenue Recognition Fundamentals: Rich explains revenue recognition as booking revenue based on delivery progress rather than invoice or payment dates, providing a more accurate financial view.9:04 – 12:08 – Cash vs. Accrual Accounting: Marcel and Rich outline the critical distinction between accrual accounting for tax, GAAP, and management purposes—and why methodology matters for insight.12:09 – 15:17 – Common RevRec Mistakes: Many agencies overcomplicate revenue recognition or fail to track only fee-earned income, leading to distorted financials and misaligned reporting.15:18 – 17:55 – Building a Methodology: Rich outlines a practical approach using project forecasts, resourcing, and delivery inputs to estimate monthly revenue earned from projects.17:56 – 21:08 – Percent Complete Frameworks: The episode covers five models for calculating project completion—from time vs. timeline to project manager estimates—each with pros and cons.21:09 – 24:47 – Operational Insights from Finance: They highlight how mismatches between recognized revenue and time tracking reveal performance issues and inform staffing decisions.24:48 – 27:37 – Working with Accountants: Rich emphasizes keeping revenue recognition simple and ensuring bookkeepers support your methodology with appropriate journal entries.27:38 – 36:00 – Scope Clarity and Internal Truth: The conversation turns to separating internal planning from client-facing documents and how poor internal assumptions lead to inaccurate reporting.Show NotesRich's LinkedInResource plan-based/general forecastMy FrameworkTime vs timelineHours vs budgetBurndownInitial project shape% complete

In this episode, I demystify the often complex process of preparing your business for sale. From unexpected offers to due diligence, I provide actionable steps to ensure you're ready for any opportunity that comes your way. Learn how to clean up your financials, document operational procedures, and mitigate risks to build buyer confidence. Discover why it's crucial to have GAAP-compliant financial statements, a well-documented corporate structure, and key contracts at your fingertips. Whether you're ready to sell or just want to be prepared, this episode is your go-to guide for making your business a more attractive asset. Tune in now to start taking proactive steps toward a profitable exit strategy!   What You'll hear in this episode: [00:50] Unexpected Offers: The Start of a Business Sale [01:50] Understanding the Letter of Intent (LOI) [02:15] Preparing for Due Diligence [03:20] Importance of Clean Financials [04:20] Key Documents and Metrics for Buyers [11:50] Avoiding Deal Killers [14:50] Final Thoughts and Next Steps   If you like this episode, check out: The Five Steps to Selling Your Business How to Value a Business What Are the 3 Things You Need to Know Before Buying a Business?   Want to learn more so you can earn more?  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

En este episodio cubrimos los eventos más importantes tras la apertura del mercado: • Wall Street en pausa por datos clave: Los futuros caen: $SPX y $US100 -0.5%, $INDU -0.3%. Los inversionistas esperan el PPI de abril (+0.2% M/M, +2.5% A/A), reclamos por desempleo (229K esperados) y ventas minoristas planas. También hablará Jerome Powell en un evento sobre marcos económicos. • Boeing alcanza récord histórico: $BA marcó un nuevo máximo intradía en 52 semanas tras recibir un pedido de $96B por 210 aviones de Qatar (787 y 777X). También se sumó un contrato con Arabia Saudita por 20 aviones 737-8. China levantó prohibición de entregas como parte del acuerdo comercial. En la región también se anunciaron inversiones por $80B en tecnología por parte de $GOOG, $ORCL, $CRM, $AMD y $UBER. • DICK'S adquiere Foot Locker: $DKS compra $FL por ~$4.9B. Los accionistas de $FL podrán recibir $24 o 0.1168 acciones de $DKS. Se anticipan sinergias de $100M–$125M. A pesar de ventas comparables +4.5% y ganancias no-GAAP de $3.37 (mejor de lo esperado), $DKS cayó -13% y $FL subió +80% en premarket. • RTX cierra venta récord con Turquía: $RTX venderá misiles por $304B a Turquía: 53 AIM-120C-8, 60 AIM-9X Sidewinder y componentes extra. El contrato busca reforzar la alianza OTAN. Aún requiere aprobación del Congreso. Coincide con la visita de Marco Rubio a Ankara. Un episodio cargado de fusiones, defensa y señales técnicas clave. ¡No te lo pierdas!

Dan DeGolier is the founder and CEO of Ascent CFO Solutions, a fractional CFO firm providing a part-time, flexible way for growing companies to engage with an experienced chief financial officer.    Dan has operated as a CPA with a global accounting firm, a full-time CFO with multiple private companies, and a fractional CFO with companies in all stages across diverse industries.   Dan is recognized as a two-time Colorado Titan 100 Leadership Award winner and helped lead Ascent CFO to a spot on the Inc. 5000 list, ranking at #2,813.   Dan explains that financial modeling and forecasting are at the heart of what they do. At the same time, they offer a range of services—from accounting and GAAP compliance to exit planning and capital raising.   He emphasizes that the firm's success is rooted in its people. Their approach is built on trust, consistency, and a commitment to under-promise and over-deliver.   Dan highlights the importance of collaboration, openness to diverse perspectives, and building teams that complement your strengths.   In addition, Dan recommends books like Blue Ocean Strategy, Traction, and Good to Great, and credits his long-time executive assistant as a key productivity partner.   Website: Ascent CFO Solutions  LinkedIn: Dan DeGolier   Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.A video of this podcast is available on YouTube, Spotify, or PwC's website at viewpoint.pwc.comThis episode kicks off a new video miniseries focused on SEC reporting that will keep you up to speed on the SEC landscape and take a “back to basics” look at key reporting areas. In today's episode, we cover capital raising, one of the pillars of the SEC's tripartite mission and a focus of the new SEC Chairman. Whether you're preparing for an IPO or navigating ongoing public company reporting, this discussion breaks down the key requirements and considerations. From SEC filing requirements to readiness, our guests share insights for companies at every stage of growth. In this episode, we discuss: 1:11 – Overview of the capital markets, including IPO activity 4:48 – Key disclosure obligations for new public companies 17:47 – Overview of the IPO process (e.g., SEC reviews, confidential filings, roadshow and pricing process) 24:05 – Financial disclosures, interim reporting, and pro forma adjustments 32:36 – Public company readiness (e.g., governance, systems, investor communications) 36:12 – Other capital raising considerations (e.g., follow-on offerings, shelf registrations, seasoned issuer reviews) Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter for the latest thought leadership.  About our guests Ryan Spencer is a partner at PwC's National Office specializing in SEC financial reporting. He has over 25 years of experience serving clients and is a frequent contributor to PwC's publications and communications. Mike Bellin is a PwC Deals partner who leads PwC's US Capital Markets practice. Mike advises clients on accessing the debt and equity capital markets by providing clients with technical/project management advice on complex accounting and financial reporting issues associated with the SEC registration process, IPOs, direct listings, SPAC mergers, 144A debt and equity offerings, divestitures, spin-offs and carve-outs, and GAAP conversions. About our guest host Kyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance. Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.

Understanding faith from God's principles enables us to live a true life of faith.

Watch Here: https://youtu.be/JAnrssj-v2gAbout the Guest: John Martinka is a veteran dealmaker who has spent nearly 30 years helping executives exit corporate life by buying businesses—and helping business owners exit with style and grace. Based in the Pacific Northwest, John runs Nokomis Advisory Services alongside his daughter, focusing on $5–15 million deals. He's also the author of five books, including Buying a Business That Makes You Rich and If They Can Sell Pet Rocks, Why Can't You Sell Your Business?Summary: In this insightful episode of How2Exit, host Ron Skelton sits down with seasoned M&A advisor and author John Martinka, founder of Nokomis Advisory Services. With three decades of experience and five books under his belt, John shares a no-nonsense view of the acquisition world—highlighting why rapport trumps spreadsheets, how buyers sabotage themselves, and what sellers really care about when handing over the keys. This episode is a goldmine for first-time buyers and retiring business owners alike. John deconstructs the psychology behind a sale, the pitfalls of MBA-fueled delusions, and the reality that good businesses do sell—just not always to the highest bidder.Key Takeaways:People, not just numbers, drive deals: Relationships and cultural fit often outweigh the purchase price. If the seller doesn't like you, you won't get the deal—no matter what you offer.Sellers want a safe pair of hands: Beyond valuation, owners care about who will take care of their people, their customers, and their legacy.Most buyers never close a deal: John estimates 94% of buyers walk away without ever completing an acquisition. It's not about funding—it's about grit, relationship-building, and actually doing the work.New buyers often ask for financials too soon: Many rookie buyers blow the deal by jumping to numbers without building trust. This is a relationship business, not just a spreadsheet game.The “Ivy League trap” is real: Fancy degrees don't mean you're qualified to run a blue-collar business. Know the culture before you buy—or you'll get eaten alive.Forget perfection—buy a good business and go: In today's climate, waiting to find a ‘perfect deal' is a mistake. If the business fits your skill set and the seller trusts you, don't sharpen the pencil—just close.Due diligence goes beyond the books: Understand the customers, culture, suppliers, and lease terms. Financials alone won't reveal the real risks or opportunities.Small business accounting is messy: Expect creative add-backs, non-GAAP practices, and a paper trail that takes digging. Don't panic—but don't blindly trust either.--------------------------------------------------Contact John onLinkedin: https://www.linkedin.com/in/johnmartinka/Website: http://www.nokomisadvisory.com/--------------------------------------------------

Oh boy -  Supply Chain Concerns again? Summertime lines - for goods/food? Empty shelves? China factories shutting down. Talks/No-Talks Underway with China/US. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  Warm-Up - Now Supply Chain Concerns - Summertime lines - for goods/food? Empty shelves? - China factories shutting down - Talks/No-Talks Underway with China/US - DONE DONE DONE - Lutnick Markets - Capital Raise - Big Boost - ELON - Economics - Big Week - Earnings - The big tech names are on tap - Berkshire annual meeting and earnings this weekend ELON - Elon Musk's xAI Holdings is in discussions with investors to raise about $20 billion, Bloomberg News reported. - The funding would value the company at over $120 billion, according to the report. - THIS: The artificial intelligence firm last month acquired X in an all-stock deal that valued xAI at $80 billion and the social media platform at $33 billion. - "This combination will unlock immense potential by blending xAI's advanced AI capability and expertise with X's massive reach." - ELON also says that he will be stepping back from DOGE and refocus on TESLA HAHA! FAV STORY! - Tesla reported a $97 million loss due to digital assets, the company's Bitcoin holdings. In the fourth quarter, there was a gain of $270 million. - Tesla now excludes Bitcoin swings from its non-GAAP results.  Tesla also backs out stock-based compensation from its adjusted numbers. - That means the Bitcoin gains were included in the company's fourth-quarter adjusted results, and the losses weren't included in the first-quarter adjusted results. - Tesla's report states that the accounting switch was due to the “adoption of the new crypto assets standard.” Powell Under Fire - Update - All is good - no new discussions is helping keep a bid under markets Are Talks Ongoing at ALL? - China says NO - US says YES - Which is it? DONE DONE DONE - Commerce Secretary Howard Lutnick on Tuesday teased that the Trump administration has reached its first trade deal, but said it was not fully finalized and declined to name the country involved. - “I have a deal done, done, done, done, but I need to wait for their Prime Minister and their parliament to give its approval, which I expect shortly,” Lutnick told CNBC's Brian Sullivan. Unusual Winner - With consumer sentiment shrinking and concerns about recession - Travel companies are feeling the pinch - BUT, Travel insurance companies are cashing n on the Cancel for Any Reason Plans - People want to travel but are hesitant as they don't know what will be in the future - therefore buy travel insurance - No pure-play publicly traded stock --  Berkshire Hathaway Travel Protection, Nationwide Amazon White House - The White House on Tuesday slammed Amazon for reportedly planning to display the cost of President Donald Trump's tariffs next to the total price of products on its site. - "This is hostile and political act by Amazon," White House press secretary Karoline Leavitt said at a press briefing. - "Why didn't Amazon do this when the Biden administration hiked inflation to the highest level in 40 years?" Leavitt asked. - Amazon spokesperson tells Washington Post putting tariff rates next to products "was never under consideration for the main Amazon website. - Says Amazon Haul has considered listing import price duties on certain products. ----- What is our take on this? Big Moves - Novo Nordisk and Hims & Hers Health, Inc. (NYSE: HIMS) today announced a long-term collaboration designed to make proven obesity care and treatments more accessible, more affordable, and more connected for millions of Americans.

In this brilliant interview with Blue Box Asset Mangement's William de Gale we talk about everything from how to account for growth and financial modeling to his own clever and insightful mental models for tech investing. William deGale is the Lead Portfolio Manger of the Blue Box Global Technology Fund and, as of the end of March 2025, the fund has returned ~17% per annum since inception in 2018.  *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Background (4:55) — Growth Expectations, Nvidia, Buying Optically Expensive Stocks (17:55) — Modeling and Reverse DCFs (21:28) — Riding the Tech Sector (25:19) — Why Tech and “Direct Connection” (34:43) — Disrupters vs Enablers (41:51) — GAAP adjustments and Mature Margin Frameworks? (53:15) — Circle of Competence in High Tech (57:51) — Champagne Glass Model of Tech Investing (1:08:13) — Position Sizing -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~*  Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Veronica Wasek joins Alicia for "wheel of rants" to dive into QuickBooks Online's chart of accounts transformation. They explore how Intuit's changes to expand the chart have created both opportunities and challenges for accountants and small business owners alike. The hosts discuss common account types including opening balance equity, undeposited funds, and reconciliation discrepancies, while offering insights on modernizing traditional categories to better reflect today's digital business environment..SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)(00:00) - Welcome to the Show (00:35) - QuickBooks Online's Chart of Accounts Evolution (02:18) - Reactions to the New Chart of Accounts (04:01) - Renaming Classic Categories (07:33) - GAAP and Custom Chart of Accounts (12:14) - Detail Types and Tax Preparation (17:33) - Managing Opening Balance Equity (21:51) - Undeposited Funds Workflow (25:20) - Reconciliation Discrepancy (27:47) - QuickBooks Online Adjustments (30:32) - The Importance of Numbering Systems (33:59) - Reclassify Tool and Modern Categories (37:21) - Meals and Entertainment Changes (38:52) - Merchant Services and Modern Expenses (43:47) - Final Thoughts and Upcoming Classes Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comAlicia's classes:Chart of Accounts in QBO: http://royl.ws/QBOCOAReconciling in QBO, Including troubleshooting: http://royl.ws/Reconciling-In-QBOCredit Cards in QBO, April 1, 2025: http://royl.ws/QBO-credit-cardsVeronica's class:QBO Paid Diagnostic Review System: http://bit.ly/5mb_diagnostic

What happens when tax enforcement weakens? With 17% of millennials considering skipping their tax filing altogether, Blake and David dig into how IRS budget cuts might impact compliance and revenue. They analyze fascinating survey data revealing what taxpayers truly value when choosing between professional preparation and free options like Direct File. Plus, discover the accounting scandal forcing Financial Times to retract its Tesla analysis, exposing how GAAP complexity confounds even financial experts. You'll also learn why three major US cities face billion-dollar budget holes and the disturbing revelation that duplicate Medicaid payments are costing taxpayers billions—all while Tether still can't produce an audit after ten years of promises.Sponsors Bluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.)    RightWorks- http://accountingpodcast.promo/rightnow2025Chapters(00:00) - Introduction and Podcast Overview (00:42) - Top Stories of the Week (02:27) - Sponsor Messages and Event Announcements (04:52) - Interview with Christina Ho on PCAOB (07:57) - Discussion on IRS Cuts and Tax Compliance (19:44) - Survey on IRS Direct File (28:21) - AI's Impact on Tax Professionals (29:14) - Discrepancies in Tax Software Results (30:08) - Public Opinion on Tax Filing Services (31:23) - Challenges for Tax Professionals (32:39) - LA's Budget Crisis (36:24) - Federal Government Spending Issues (37:28) - Medicaid Duplicate Payments Scandal (45:55) - Tether's Audit Controversy (50:38) - Tesla's Financial Discrepancies (56:16) - Big Four Transparency Rankings (58:07) - Conclusion and Farewell  Show NotesTax Revenue Could Drop by 10 Percent Amid Turmoil at IRShttps://www.washingtonpost.com/business/2025/03/22/irs-tax-revenue-loss-federal-budget/ Survey: Some Americans Might Roll the Dice on Not Filing Their Taxes This Year Due to IRS Job Cutshttps://www.cpapracticeadvisor.com/2025/03/26/survey-some-americans-might-roll-the-dice-on-not-filing-their-taxes-this-year-due-to-irs-job-cuts/157877/ Most Americans Are Interested in Using IRS Direct File to Prepare and File Their Taxeshttps://taxpolicycenter.org/briefs/most-americans-are-interested-using-irs-direct-file-prepare-and-file-their-taxes TurboTax vs Free Tax USA: A Shocking Price Comparison https://www.tiktok.com/@carolinesadventure/video/7482613418801859870 Survey: 91% of Americans Think Filing Taxes Should Be Freehttps://www.cpapracticeadvisor.com/2025/03/11/survey-91-of-americans-think-filing-taxes-should-be-free/157176/ Why you should think twice before claiming an income-tax extension. ‘This is not the year to do your normal procrastinating.'https://www.marketwatch.com/story/why-you-should-think-twice-before-claiming-an-income-tax-extension-this-is-not-the-year-to-do-your-normal-procrastinating-89937e0d LA Faces $1 Billion Budget Hole, Warns of Thousands of Layoffshttps://www.bloomberg.com/news/articles/2025-03-20/la-faces-1-billion-budget-hole-warning-thousands-of-layoffs WSJ investigation: Medicaid paid health insurers billions by covering the same patients twicehttps://www.risehealth.org/insights-articles/wsj-investigation-medicaid-paid-health-insurers-billions-by-covering-the-same-patients-twice/ Tether seeks Big Four firm for its first full financial audit — Reporthttps://cointelegraph.com/news/stablecoin-issuer-tether-big-four-firm-full-reserve-audit-report Financial Times retracts report on Tesla's alleged shady accountinghttps://www.teslarati.com/financial-times-retracts-report-tesla-shady-accounting/ The Big 4 Transparency Accounting Awardshttps://big4transparency.beehiiv.com/p/the-big-4-transparency-accounting-awards Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify:

In a special Technology Reseller News podcast recorded at Channel Partners Conference & Expo 2025, Crexendo executives Jon Brinton, Chief Operating Officer, and Doug Gaylor, President and Chief Operating Officer, announced that the company has surpassed six million users on its NetSapiens® platform—a milestone achieved primarily through its rapidly growing base of channel partners and licensees. “This is a significant accomplishment for us,” said Gaylor. “We've tripled the number of users in just three and a half years. That growth is organic, partner-led, and backed by a solid financial foundation.” Crexendo, a NASDAQ-listed company, also recently announced record annual revenue and net income, reporting 14% year-over-year organic growth and six consecutive quarters of GAAP profitability. “No one else in the space can match those metrics,” Gaylor added. Brinton highlighted that more than 235 licensees now power their UCaaS and CCaaS offerings using the NetSapiens platform, with 17 new licensees added in the past year—10 of which migrated from major competitors including Cisco and Microsoft. The NetSapiens model, known for its “Seconds, Not Seats” concurrent usage pricing, is credited with helping partners maintain industry-leading margins and deploy with unmatched flexibility—either on-premise or hosted in the cloud via Crexendo's OCI infrastructure. Brinton emphasized the ecosystem around the platform. “We now have over 100 developers actively building solutions for our marketplace. Many of those are AI-driven—already available today, not years away,” he said. Crexendo partners are leveraging real-time AI features like voice studio tools, sentiment analysis, call transcription and summarization, and AI-enhanced video and contact center applications. Gaylor and Brinton also pointed to the strength of the Crexendo community as a key growth driver. “Our partners grow at twice the market rate,” said Brinton. “They share best practices, support each other, and many are on this show floor offering competitive solutions powered by NetSapiens—under their own brand.” As the company celebrates six million users, Gaylor noted that Crexendo is on pace to reach seven million before year-end. Read the Press Release. To learn more, visit www.crexendo.com or follow the company on LinkedIn, Instagram, and Facebook. #Crexendo #NetSapiens #UCaaS #CCaaS #ChannelPartners2025 #AIinUC #UnifiedCommunications #PartnerFirst #TechnologyResellerNews  

Every Wednesday we release our all new “HALO Academy: 2 Minute Financial 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.

En este episodio, analizamos los eventos clave que están moviendo los mercados y sectores estratégicos: Wall Street cae con fuerza tras entrevista de Trump: Los futuros del $SPX bajan 0.9%, el $NDX pierde 1.1% y el $DJI cae 0.8%. La incertidumbre aumenta luego de que Trump en Fox News evitara descartar una recesión, describiendo la situación como una "transición económica". DoorDash se dispara tras entrar al S&P 500: $DASH sube 4.8% en premarket luego de confirmarse su inclusión en el índice el 24 de marzo. Cumple con los criterios de rentabilidad GAAP y Bank of America mantiene su calificación de "Buy", destacando el crecimiento de su negocio publicitario. Coinbase sufre tras quedar fuera del S&P 500: $COIN cae 5% en premarket tras ser excluido de la última actualización del índice. La exclusión impacta otras acciones del sector cripto, con Bitcoin retrocediendo 2.3% a $83.7K. En contraste, $TKO, $WSM y $EXE sí fueron seleccionadas. Boeing enfrenta demanda colectiva por seguridad: Un juez federal en Virginia permite que inversionistas demanden a $BA por presuntamente exagerar su compromiso con la seguridad aérea. El caso se intensificó tras la explosión de un panel en un 737 Max 9, lo que llevó a la FAA a restringir su producción. Acompáñanos para entender cómo estos eventos están moldeando los mercados y qué esperar en los próximos días. ¡Un episodio lleno de análisis estratégico!

The Low-Carbon Stocks for Sustainable Investors includes Corporate Knights company rankings (by sustainable revenues), top natural food stocks, and more! By Ron Robins, MBA Transcript & Links, Episode 149, March 7, 2025 Hello, Ron Robins here. Welcome to my podcast episode 149, published March 7, 2025, titled “The Low-Carbon Stocks for Sustainable Investors.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information. ------------------------------------------------------------- The Low-Carbon Stocks for Sustainable Investors (1) I'm beginning this podcast with my just-released annual favorite sustainable company ranking: Corporate Knights 2025 Clean200 List. Here are some quotes from an article by CK staff introducing the 2025 ranking. “California-based shareholder advocates As You Sow and Corporate Knights (Canada) today released the new cohort of the Carbon Clean200, a global list of 200 publicly traded companies leading the sustainable clean energy economy… It shows sustainable companies on path to dominate global economy. Key findings include: The top 10 companies on the list by revenue include Apple (AAPL), Contemporary Amperex Technology (300750.SZ), Microsoft (MSFT), Tesla (TSLA), Taiwan Semiconductor Manufacturing Co. (TSM) and Volkswagen (VOW3.DE). Thirty-five countries are represented in the Clean200, including the United States (41), China (21), Japan (18), Germany (14), and France and Canada (11 each). Clean200 companies earned more than $2.5 trillion in sustainable revenue in 2023 (the most recent year for which full-year results are available). Clean200 companies generated a total return of 190.9% on a sustainable-revenue-weighted basis, outperforming the MSCI ACWI index (162.0%) and the MSCI ACWI/Energy Index of fossil fuel companies (76.7%) on Total Return Gross – USD Basis from the Clean200 inception of July 1, 2016, to January 29, 2025. $10,000 invested in the Clean200 on July 1, 2016, would have grown to $29,090 by January 29, 2025, versus $17,670 for the MSCI ACWI/Energy benchmark for fossil fuel. The industrial sector accounts for 52 companies on the list, followed by information technology (32), and consumer discretionary and materials (29 each). IT companies had the highest total sustainable revenue, a cumulative total of more than US$687 billion. Background ‘It is telling that clean energy stocks generated more than double the returns of fossil fuel stocks since 2016, despite political headwinds, underlining that stock markets care more about economic materiality of the parabolic growth in clean energy than the political leanings of the day,' says Toby Heaps, CEO of Corporate Knights and co-author of the report. The Clean200 utilizes the Corporate Knights Sustainable Revenue database, which tracks the percentage of revenue companies earn from sustainable economy themes ranging from green power to electric vehicles to plant protein and smart buildings. The list excludes companies that are flagged on Corporate Knights' list of ‘red flag' companies and As You Sow's Invest Your Values suite of mutual-fund transparency tools that identify companies involved in fossil fuels, deforestation, the prison industrial complex, weapons and tobacco, as well as the exclusionary screens that form part of the Corporate Knights Global 100 methodology.” End quotes. ------------------------------------------------------------- The Low-Carbon Stocks for Sustainable Investors (2) The next article is about a sector that appeals to many ethical and sustainable investors. However, few invest in it directly. The article is titled 3 Natural Foods Stocks Positioned for Success in 2025. It's by Sumit Singh and is on zacks.com. Here are some quotes from the article. “Companies like The Hain Celestial Group, Inc. (HAIN) and Vital Farms, Inc. (VITL) are responding to the rising demand for organic, clean-label and ethically sourced foods… However, this article focuses on these 3 Natural Foods Stocks to Watch. Quote. 1. United Natural Foods, Inc. (UNFI) stands as a prominent player in the natural foods sector, serving as one of the largest distributors of organic and natural products in North America. Through its extensive network, United Natural Foods supplies a vast array of products, including fresh produce, pantry staples, dairy alternatives and plant-based foods. With its diverse portfolio, the company caters to both retail giants and independent natural food stores… This Zacks Rank #2 (Buy) company is increasingly focusing on innovation and sustainability within the natural foods space. The company has committed to enhancing its supply-chain practices, reducing waste and supporting regenerative agriculture initiatives. United Natural Foods is also working closely with suppliers to accelerate food innovation. Through its supplier go-to-market program, the company has simplified the process of bringing new natural and organic products to store shelves. This initiative has enabled suppliers to reintroduce thousands of SKUs that were previously discontinued, expanding consumer access to diverse and healthier food options. 2. Sprouts Farmers Market, Inc. (SFM) has been at the forefront of the natural and organic food movement, catering to health-conscious consumers seeking fresh, high-quality and ethically sourced products. The company's commitment to fresh, organic and attribute-driven products sets it apart. With nearly 46% of total produce sales now coming from organic products, Sprouts Farmers Market continues to expand its assortment, ensuring accessibility to high-quality, responsibly sourced food… This Zacks Rank #2 (Buy) company continues to strengthen its connection with customers through tailored marketing and engagement efforts, such as social media campaigns and in-store discovery events like Sprouts Brand Discovery Days. These initiatives showcase the company's differentiated offerings while attracting a younger demographic and increasing foot traffic. 3. Beyond Meat, Inc. (BYND) is transforming plant-based food by using cleaner, healthier ingredients. The company's latest Beyond 4 products, including the Beyond Burger and Beyond Beef, are made from a blend of yellow peas, brown rice, red lentils and fava beans. These ingredients provide 21 grams of protein per serving while cutting saturated fat by 75% compared to traditional beef burgers, thanks to the use of avocado oil. This commitment to nutrition has earned recognition from the American Diabetes Association and the American Heart Association, reinforcing Beyond Meat's focus on making plant-based options both tasty and healthy… This Zacks Rank #3 (Hold) company's commitment to food innovation extends beyond retail into food service partnerships. The reintroduction of Beyond The Original Orange Chicken at Panda Express and the expansion of Beyond Nuggets at McDonald's locations in Europe underscore its ability to integrate healthier, plant-based options into mainstream dining. At the same time, Beyond Meat is working to educate consumers on its clean-label approach, challenging misconceptions about plant-based food processing.” End quotes. ------------------------------------------------------------- The Low-Carbon Stocks for Sustainable Investors (3) This next article is by an analyst who frequently appears on this podcast: Matt DiLallo. He is also writing about one of his favourite stock picks. His article is titled This Infrastructure Stock Could Be the Best Investment of the Decade. It can be seen on fool.com. Now, here are some quotes by Mr. DiLallo on his recommendation. “Brookfield Infrastructure (BIPC) (BIP) has an embarrassment of riches. The leading global infrastructure company is capitalizing on not one but three massive global megatrends: decarbonization, deglobalization, and digitalization. Those catalysts help drive the company's view that the world needs to invest an astounding $100 trillion over the next 15 years to maintain, upgrade, and build infrastructure. Given its leadership in the sector, it could be one of the best investments over the next decade as it capitalizes on massive opportunities to invest in infrastructure. Multiple growth drivers Brookfield Infrastructure believes that a trio of organic drivers will grow its funds from operations (FFO) by 6% to 9% per share each year. They are: Inflation indexation: Brookfield's infrastructure businesses produce very stable cash flow backed by long-term contracts and government-regulated rate structures, many of which link rates to inflation. Those escalators should boost its funds from operations per share by 3% to 4% per year. GDP growth Reinvested cash flow: Brookfield pays out 60% to 70% of its stable cash flows via dividends. It retains the rest to fund high-return organic expansion projects, which should drive another 2%-3% (in) annual funds from operations per-share growth… A trio of value enhancers Brookfield Infrastructure's megatrend-powered catalysts position it to grow its earnings at a more than 10% annual rate for many years to come. On top of that, it pays a more than 4%-yielding dividend that should continue growing at a healthy rate. Those factors alone position the company to deliver total returns of around 15% per year. Meanwhile, there's additional upside potential from an expansion in its valuation multiple. This high total return potential could make Brookfield one of the best investments over the next decade, especially when factoring in its much lower risk profile.” End quotes. ------------------------------------------------------------- The Low-Carbon Stocks for Sustainable Investors (4) Now, my final article is by another analyst on fool.com. Her name is Robin Hartill, and the article is titled How to Buy Constellation Energy Stock (CEG). Here's some of what Ms. Hartill says of her pick. “Constellation Energy (CEG) is the largest provider of carbon-free energy in the U.S., supplying about 10% of the nation's zero-carbon electricity. The Baltimore-based company's nuclear, hydro, wind, and solar generation facilities power about 16 million homes in the U.S. The company was established in 1999 as a part of Constellation Energy Group but later merged with Exelon Group (EXC) in 2012. Constellation Energy then spun off to become its own publicly traded company in 2022, focusing primarily on nuclear and renewable energy. In January 2025, Constellation Energy announced plans to acquire Calpine, a privately held company that's the leading generator of electricity from natural gas and geothermal resources in the U.S., for a net purchase price of $26.6 billion. The merger will create the largest provider of clean energy in the U.S. Last year, the company also made headlines when it inked a deal with Microsoft (MSFT) to restart a Three Mile Island nuclear power plant and power its artificial intelligence (AI) data center. If you want to invest in the transition to clean energy, buying Constellation Energy stock could be a smart move… Is Constellation Energy stock profitable? Constellation Energy stock is profitable. The company reported generally accepted accounting principles (GAAP) net income of $11.89 per share and adjusted operating earnings of $8.67 per share for fiscal 2024, easily beating the top end of its twice-revised guidance range of $8 to $8.40 per share. In the fourth quarter of 2024, it posted adjusted earnings per share of $2.44, well above the analyst consensus of $2.19. The company's Q4 and full-year earnings report contained several other pieces of good news for investors. Constellation Energy said it completed $1 billion worth of share repurchases in 2024 and grew its dividend by 25%. It also received a credit ratings upgrade from Moody's, which could make it cheaper for the company to borrow money for projects that will power its growth. Constellation Energy pays annual dividends of $1.41, which works out to a dividend yield of 0.44% based on its share price as of mid-February 2025. That may not be the kind of dividend yield that excites income investors, considering that many utility stocks have yields well north of 3%. But the stock could be worth snatching up if you're looking for dividend growth. Since becoming its own publicly traded company in 2022, Constellation Energy has increased its dividend every year. The company said in its 2024 annual report that it expects to hike its dividend by another 10% in 2025.” End quotes. ------------------------------------------------------------- Additional article links 1. Title: Lenovo Honored With Prestigious Corporate Governance on 3blmedia.com. By press release. 2. Title: TOV ETF: A Unique Blend Of Financial Growth And Ethical Investing on pradeshtak.com. By Ankit puri. One article from the UK Title: Two funds for investing in ‘most attractive' developed market on .ii.co.uk. By Morningstar. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast. Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on March 21st. Bye for now.   © 2025 Ron Robins, Investing for the Soul

“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/

Brad and his guests discuss the recently issued FASB accounting standard update on expense disaggregation disclosures as well as guidance on non-GAAP financial measures. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:FASB ASU 2025-01, Income Statement — Reporting Comprehensive Income — Expense Disaggregation Disclosures (Subtopic 220-40): Clarifying the Effective DateJournal of Accountancy article: Exercising caution with non-GAAP measures and disclosuresAccounting and auditing articles and eventsFraud prevention articles and eventsJoin the Accounting & Auditing Standards Interest Group

In this thought-provoking episode, we explore theethical backbone of corporate reporting and the challenges accountants face in maintaining financial transparency.

In this episode of What's New at CFI, Ryan is joined by Jeff Schmidt to introduce CFI's latest course, Accounting for Inventory. They discuss the importance of inventory accounting across industries, covering key methods such as Weighted Average, FIFO (First In, First Out), and LIFO (Last In, First Out). Jeff explains how different inventory accounting choices impact financial statements, profitability, and tax obligations—especially for U.S. companies under GAAP versus those following IFRS. The course dives into critical skills for financial analysts, including understanding LIFO disclosures and adjusting financial statements for global comparisons. Whether you're new to inventory accounting or refining your expertise, this course provides essential knowledge to navigate complex financial reporting. Watch now to learn more!

In this episode, we dive into the real challenges of modern work - figuring out what actually matters. From sifting through endless meetings to understanding the power of AI, we’re breaking down how to work smarter, not harder. We explore why prioritization is key, how AI is shaping the future of productivity, and whether remote work policies are sustainable. Special guest Lindsay Metzler joins to talk social media at work, and George Wells makes a return to teach us more about the financial realities behind running a business by going over what GAAP means.See omnystudio.com/listener for privacy information.

Implied ARR is the SaaS metric used to convert GAAP revenue for public SaaS companies into an equivalent to Annual Recurring Revenue (ARR) used by investors and private SaaS companies. Dave "CAC" Kellogg and Ray "Growth" Rike discuss the what, why and how behind Implied ARR.During this episode CAC and Growth discuss multiple Implied ARR topics including:Implied ARR Calculation FormulaWhy Investors Calculate Implied ARRSaaS Metrics that use Implied ARRChallenges with Implied ARRImplied ARR versus Trailing Twelve Month RevenueIf you are interested in how public SaaS companies analysts use Implied ARR, and what the differences are between private SaaS companies ARR and public SaaS companies Implied ARR this is another great listen!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

My guest today is Sir Ronald Cohen, often referred to as "the father of British venture capital" and "the father of impact investing." As Co-founder and President of GSG Impact, Sir Ronald is leading a revolution to transform how the financial world measures and reports a company's value by including its net impact on people and our planet. Early in his career, he co-founded Apax Partners, one of the oldest and largest international private equity firms. His ability to anticipate market shifts – a principle which he calls “the second bounce of the ball” – was key to his success.However, he saw his financial success was also increasing inequality, prompting him to create new tools like the Social Impact Bond, which ties investor returns to measurable social benefits.Through his latest initiative, the International Foundation for Valuing Impact (IFVI), Sir Ronald has established rules to standardize impact valuation in financial terms, akin to how GAAP standardizes financial disclosures for US publicly traded companies.IFVI is working to establish a global framework that quantifies social and environmental impact in monetary terms. The foundation provides open-source data, methodologies, and valuation metrics to ensure transparency and consistency in impact measurement across industries.IFVI is already gaining traction among major financial institutions, corporations, and regulators. By integrating impact into core business and investment strategies, IFVI aims to reshape markets – ensuring that companies reducing carbon emissions, improving labor conditions, and fostering social equity are rewarded not just ethically, but financially.This marks a fundamental shift in capitalism, one that aligns profit with purpose and empowers investors to accelerate the transition toward a more sustainable and equitable global economy.With over $40 trillion invested in ESG and impact funds today, he believes we are on the brink of a financial revolution – one where companies are no longer valued solely by net income as we do today but by the total financial value that their operations contribute to people and our planet.Tune in and meet the true visionary of impact investing!—Connect with SRI360°:PODCASTWEBSITEXFACEBOOKSign up for the free weekly email update—Key Takeaways:Intro (00:00)Sir Ronald's background (03:48)Discovering venture capital at Harvard (13:17)Founding Apax Partners and shaping the European VC landscape (19:28)Co-founding IFVI (33:16)The potential for impact accounting to drive innovation (45:41)The “brown-to-green” transition and the role of impact measurement (54:09)The challenges of aligning IFVI's methodology globally (01:04:23)Sir Ronald's advice for impact investors (01:09:05)Rapid Fire Questions (01:17:19)Contact info (01:20:22)—Additional Resources:Connect with Sir Ronald Cohen:

Burnie and Ashley discuss Eowyn, semantic-based lore, Xbox, non-Fable news, Doom, Earthbound Hells, solving relativistic travel, TikTok still banned on iOS, and scars of the early internet. This episode is extended on Patreon. Extended version of this podcast at: https://www.patreon.com/morningsomewhere For the link dump visit: http://www.morningsomewhere.com For merch, check out: http://store.morningsomewhere.com

Tesla stock closed the day at $428 per share, representing a valuation of $1.5T. Reflecting on this milestone, I wanted to analyze what Tesla's financials were and what would be needed to justify a valuation of this level, and beyond. My high level theory is, Tesla is in a very unique spot. The core business is likely to generate $9B in GAAP operating income for the full year of 2024. Based on today's closing price, that is a valuation of 167X price/earnings. A little steep. Buying at today's $1.5T price implies an expected valuation of $3-5T in the future (a potential double or triple on your money). To justify this, Tesla will need about $100B in earnings. So that is my questions? When does Tesla hit this number? How fast do Cybercab & Optimus contribute to the company's earnings and cashflow? Will the market continue keeping an Elon Musk premium on the stock forever, or could it decrease? Let me know what you think in the comments below!

The leader of a top US standard-setter wants his board to take the next step in using emerging technology to craft accounting rules for local and state governments. Joel Black, chair of the Governmental Accounting Standards Board, said a key priority for the board this year is shifting gears from monitoring emerging tools such as artificial intelligence to preparing for its future integration. In his final two years as leader, Black said he intends to craft an enduring focus on how technology can make financial reporting more efficient. GASB establishes standards for state and local governments that follow generally accepted accounting principles, or GAAP. Cities and states' staffing shortages and resource constraints have motivated the board to be especially selective about the projects it takes on, Black said. The board is currently working to update how governments should value infrastructure assets such as bridges and tunnels, as well as develop digital classifications for financial reporting. Black, who previously worked at Mauldin & Jenkins LLC and KPMG LLP, has led the board since 2020. Bloomberg Tax reporter Jorja Siemons spoke with Black about his 2025 priorities. Do you have feedback on this episode of Talking Tax? Give us a call and leave a voicemail at 703-341-3690.

Send us fan responses! Ever wondered how personal experiences shape business success? Join us as we explore this intriguing dynamic with Kenny Brooks, a charismatic Detroit native whose journey from door-to-door salesman to multimillionaire entrepreneur is nothing short of inspiring. Kenny's story is a testament to the power of resilience, hustle, and self-love, set against the backdrop of his challenging upbringing. As he shares insights on nurturing ambition in today's generation, you'll learn the art of mastering sales with confidence and empathy, turning adversity into opportunity, and the importance of forming genuine connections before closing deals.Our conversation isn't just about business acumen; it's a deep dive into personal growth, self-transformation, and the empowering journey toward financial independence and sovereignty. We unpack complex topics like credit building, tax exemption, and the legalities surrounding tribal sovereignty, all while emphasizing the role of language in shaping our reality. Through historical and cultural constructs, we offer fresh perspectives on navigating modern life's complexities, encouraging listeners to embrace their heritage and strategically leverage relationships for a prosperous future.In this captivating episode, we also touch on the spiritual aspects of entrepreneurship and personal development. Discover the power of spiritual manifestation and self-awareness as Kenny shares his journey of overcoming adversity and finding purpose. With actionable insights on credit strategy, legal structures, and the art of building a strong financial foundation, this episode is a treasure trove of wisdom for anyone looking to take control of their personal and professional lives. Don't miss out on these valuable lessons that blend identity, culture, and financial empowerment seamlessly.FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQ https://donkilam.com https://www.amazon.com/CapiSupport the showhttps://donkilam.com

Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.This final episode of our 2024 SEC comment letter podcast miniseries discusses non-GAAP measures. Non-GAAP measures are commonly used by companies as supplements to their financial statements to deepen investors' understanding of their performance or financial condition. Given their importance, not only does non-GAAP top the list this year, but it's been a top focus area for the SEC staff in the last several years, and we expect that trend to continue. We discuss the issues most frequently raised by the SEC staff and offer advice to preparers for getting ahead of them.  In this episode, we discuss: 3:11 – Overview of non-GAAP comment letter trends 9:09 – Insights into comments on basic compliance areas 22:24 – Individually tailored accounting principles   27:27 – Adjustments for cash operating expenses that are normal and recurring41:17 – Controls over non-GAAP measures46:12 – Advice and other considerations when responding to comment letters51:38 – Potential post-election impacts on the SEC For more information, see our full analysis of  SEC comment letter trends and our publication Earnings with a twist: 2024 update on SEC non-GAAP comment trends. Also, check out our other episodes in this miniseries.  Kevin Vaughn is a PwC National Office partner specializing in SEC reporting matters. Kevin leverages his extensive experience to support PwC public company and pre-IPO clients on accounting and SEC reporting matters. Prior to joining PwC in 2023, Kevin spent over 18 years at the SEC, most recently serving on the leadership team in the SEC's Office of the Chief Accountant where he focused on technical accounting consultations, SEC rulemakings, and standard setting matters. Lindsay McCord is a PwC National Office partner specializing in matters related to the SEC and the capital markets. Prior to joining PwC, Lindsay spent over 15 years at the SEC, most recently as the Chief Accountant in the Division of Corporation Finance. In this role, Lindsay led an accounting team in providing technical accounting and reporting support to the Division, including SEC rulemaking, interpretation, and guidance. Kyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance. Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com. 

Send us a textIs your profit really profit—or just an illusion? In this episode, Steve pulls back the curtain on the hidden traps of cash-basis accounting, exposing how tools like QuickBooks can trick business owners into celebrating wins that don't exist. With a jaw-dropping example from the construction world, he reveals how premature revenue recognition can send your business on an emotional rollercoaster.Curious to unlock the truth behind your financial statements? Steve breaks down the secrets of GAAP and shares powerful strategies to align your numbers with reality. Whether you're chasing clarity or protecting your bottom line, this episode will change how you see your business's success forever.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.Get the free BYFIQ app and Starter Course here: https://www.byfiq.com/app Support the show

Send us fan responses! What if you could transform your entrepreneurial journey into a path of personal growth? Our latest episode explores this compelling question through a tapestry of stories and insights. We recount a lively gathering where friendships were rekindled amidst technology blunders, birthdays, and spirited tequila moments. There's a wealth of wisdom shared on leveraging credit effectively and being your own brand, with a special nod to Demetria Romero's impressive business acumen and her role as a true breadwinner. The tales we share highlight the importance of integrity and caution in business dealings, all while celebrating the unyielding entrepreneurial spirit that binds us.Venture into the realm of spiritual enlightenment as we discuss authentic connections and personal integrity. Our discussions include a fascinating encounter with Carl Crusher, an expert on aliens, alongside reflections on the complexities of networking and endowments in the Mormon community. Humor and candid conversations reveal the nuances of navigating the cannabis scene and aspiring to celebrity status. This chapter interweaves profound insights with everyday experiences, urging listeners to balance ambition with authenticity in a world teeming with deceitful acquaintances.As the journey unfolds, we explore the dynamic landscape of networking and celestial discussions. From industry conferences to personal gatherings, the power of connections across music, sports, and beyond is undeniable. Creative endeavors surface, with potential TV projects and collaborations on the horizon. We wrap up with a unique intersection of land investments and healing water, highlighting ventures involving NFL players and the holistic benefits of naturally alkaline water. Join us for a celebration of entrepreneurial spirit, personal growth, and the art of staying grounded amidst life's whirlwind.FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQ https://donkilam.com https://www.amazon.com/CapiSupport the showhttps://donkilam.com

his isn't your average accounting tutorial. In this video, we'll unravel the real-world implications of cash vs. accrual accounting, dive into must-know benefits and pitfalls of each method, and share relatable examples you'll wish you'd learned sooner. We'll reveal how the decision on which to use has a lot more factors besides GAAP. Link to Accounting: The Basics in 28 Minutes https://youtu.be/dGJP6V5J9as 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 Learn more about AP Best Practices; Playlist at: https://www.youtube.com/playlist?list=PLtL6rWSXZ-HcvMSJTdNs0BCQJ0Ivb4l9V Learn more about Internal Controls in AP; Playlist https://www.youtube.com/playlist?list=PLtL6rWSXZ-HdV9JIterJ-bf6TwMset_z_ Looking for Automation insights: Playlist at: https://www.youtube.com/playlist?list=PLtL6rWSXZ-Hf_cZwQOcDZrYV4dA0oDVby

Send us fan responses! Imagine the world as a holographic illusion, a tantalizing notion that our guest, Carl Crusher, explores with keen insight. Known for his investigative prowess on shows like "The Secret of Skinwalker Ranch" and "Beyond Skinwalker," Carl brings firsthand accounts of probing into mysterious locations like Mount Wilson Ranch and Hestalen, Norway, where government interests in UFOs and the paranormal intersect. Join us as Carl unveils the creative strategies behind leveraging a film company to document these adventures, turning expenses into savvy business deductions, and maintaining a private life amidst public intrigue.Our conversation with Carl takes us through mind-bending ideas about the universe's symphony of frequencies, parallel dimensions, and the potential of entities residing within them. We venture into the enigmatic Skinwalker Ranch, where the boundaries of reality seem to blur, and reflect on the wisdom of indigenous cultures and organized religions in understanding these phenomena. Through the lens of language, music, and rituals, we explore how our reality is shaped and how historical contexts influence our understanding of sovereignty and identity.The journey doesn't stop there. We delve into ancient mysteries and secret societies, examining the Anunnaki, Sumerians, and pyramid-like structures in North America. Personal experiences with UFO encounters and the role of scientific sensors in documenting such phenomena add a layer of intrigue. Lastly, we look at the lasting impact of the Roman Empire, the significance of family trusts, and the notion of identity as a foreigner or "alien" within legal systems, while celebrating personal milestones of financial freedom and the power of breaking free from convention. Join us for an episode where the past, present, and possible futures intertwine in a tapestry of cosmic curiosity.FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQ https://donkilam.com https://www.amazon.com/CapiSupport the showhttps://donkilam.com

Discussion by Google NotebookLM AI of the following Matterport media release --- Matterport Announces Record Third Quarter 2024 Financial Results 1. Record total revenue of $43.8 million, up 8% year-over-year 2. Q3 annualized recurring revenue crosses $100 million milestone, up 11% year-over-year 3. Net loss improved 14% year-over-year; Non-GAAP net loss improved 80% year-over-year 4. Total subscribers grew to 1.1 million, up 25% year-over-year 5. Square feet under management reached 47.3 billion, up 34% from prior year SUNNYVALE, Calif., Tuesday, November 12, 2024 (GLOBE NEWSWIRE) -- Matterport, Inc. (Nasdaq: MTTR) (“Matterport” or the “Company”), the leading spatial data company driving the digital transformation of the built world, today announced financial results for the quarter ended September 30, 2024. “I'm pleased to share our third-quarter 2024 results, highlighting our continued success driving efficient growth,” said RJ Pittman, Chairman and CEO of Matterport. “Total square feet managed reached 47.3 billion, up 34% year-over-year, with annual recurring revenue hitting a record $101.5 million, an 11% increase year-over-year,” Pittman added. “Our Fall 2024 Release introduced groundbreaking AI-powered tools designed to elevate digital twin applications and real estate listings. With one-click defurnishing and automated property descriptions from a Matterport digital twin, customers save time, streamline workflows, and enhance their listings. Features like 3D model merge, field tags, and bill-back processing bring unmatched speed, efficiency, and precision to managing spaces at scale for agents, contractors, and enterprise teams alike.” “We believe our innovation pipeline is the strongest it's ever been, and with customers raving about our Fall 2024 Release, we're setting the stage for more bold, product-led growth in 2025,” Pittman concluded. “Our strong third quarter performance propelled the company to a new record for total revenue, $43.8 million, up 8% year-over-year,” said JD Fay, Chief Financial Officer of Matterport. “Further, our continued focus on operating expense discipline helped deliver near break-even results, yielding a non-GAAP loss per share of just $0.01. These results demonstrate that customers continue to adopt Matterport while underscoring our commitment to growth and profitability.” Third Quarter 2024 Financial Highlights 1. Square feet under management reached 47.3 billion, up 34% year-over-year 2. Spaces under management reached 13.6 million, up 22% year-over-year 3. Total subscribers reached 1.1 million, up 25% year-over-year 4. Subscription revenue of $25.4 million, up 11% year-over-year 5. Annualized Recurring Revenue (ARR) was $101.5 million 6. Total revenue was $43.8 million 7. Net loss of $0.12 per share; Non-GAAP net loss of $0.01 per share, which is a 75% improvement year-over-year 8. Cash used in operating activities was $18.6 million for the first nine months of 2024, a 61% improvement year-over-year Recent Business Highlights Announced the Fall 2024 Release, a groundbreaking suite of new tools designed to reshape the way professionals design, build, and market properties. Through the power of generative AI, Matterport users can now easily reimagine the potential of any space, transforming digital twins from static replicas into dynamic canvases for creativity. Announced that Matterport is contributing to the promotion of digital twin use by Tokyu Construction Co., Ltd., an advanced digital utilization company in civil engineering and infrastructure construction. Matterport's digital twin solutions are used in a wide range of phases of construction projects, including current status surveys, completed form management, streamlining and enhancing the scanning of point cloud data, and facilitating consensus building and communication among construction-related parties. In August, Matterport released its third Environmental, Social, and Governance Report which sets ambitious targets for the Company's top ESG priorities, including reducing emissions and fostering gender equality in the workplace. The new Report also showcases the Company's success helping its more than one million subscribers reduce their own carbon emissions by using Matterport's digital twins to reduce travel to the more than 13 million spaces that are on the Matterport digital twin platform. Transaction with CoStar Group, Inc. Given the pending acquisition of Matterport by CoStar Group, Inc. that was announced on April 22, 2024, Matterport will not be holding a conference call or live webcast to discuss quarterly financial results. Also, in light of the pending transaction, the Company had previously suspended its financial guidance for the full fiscal year 2024 and will not be providing financial guidance for the upcoming fiscal quarter. At a special meeting of stockholders held on July 26, 2024, Matterport stockholders approved the transaction with CoStar Group, Inc. The completion of the transaction remains subject to the expiration or termination of the waiting period imposed by the Hart-Scott Rodino Antitrust Improvements Act of 1976, as amended, and the satisfaction or waiver of the other closing conditions specified in Matterport's agreement with CoStar Group, Inc. The transaction is expected to close in the fourth quarter of 2024 or the first quarter of 2025. About Matterport Matterport, Inc. (Nasdaq: MTTR) is leading the digital transformation of the built world. Our groundbreaking spatial data platform turns buildings into data to make nearly every space more valuable and accessible. Millions of buildings in more than 177 countries have been transformed into immersive Matterport digital twins to improve every part of the building lifecycle from planning, construction, and operations to documentation, appraisal and marketing. Learn more at matterport.com and browse a gallery of digital twins. ©2024 Matterport, Inc. All rights reserved. Matterport is a registered trademark and the Matterport logo is a trademark of Matterport, Inc. All other marks are the property of their respective owners. --- Source: Matterport via Globe Newswire  

Send us fan responses! Imagine navigating the complex world of child support and legal systems with newfound clarity and empowerment. Lonnell TJ Tillman joins us to unravel his incredible story of legally dismissing his child support case after 22 challenging years. Discover the crucial difference between administrative and judicial hearings, and gain insights into how understanding these distinctions can significantly alter your approach to such legal matters. We also touch on unique community perspectives, like those of the Amish, to illustrate how different legal standings can influence these interactions.Explore the labyrinth of legal jurisdiction, birthrights, and the subtle power of legal language with us. Lonnell delves into the concept of "general appearance" and its profound implications within court proceedings. We also explore the hidden ramifications of signing documents, like the acknowledgment of paternity, and their ties to broader government contracts. This episode emphasizes the importance of reclaiming personal sovereignty by understanding the origins of legal terms and recognizing inherent rights that some systems might overlook.Finally, we tackle the financial and systemic issues embedded in child support systems, scrutinizing how programs like TANF might inadvertently perpetuate biases, especially against marginalized communities. Our conversation extends into the realm of social media and personal networks, exploring how these platforms can nurture a collective consciousness and sense of purpose. With personal stories and strategic insights, we provide a comprehensive guide to understanding and navigating child support systems, encouraging self-advocacy and informed decision-making within complex legal frameworks.FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQ https://donkilam.com https://www.amazon.com/CapiSupport the showhttps://donkilam.com

Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.We are kicking off our miniseries on 2024 SEC staff comment letters, helping to inform you on the latest trends as you gear up for year end. In this episode we share an overview of the 2024 comment letter trends, as well as insights into the SEC staff's key priorities.In this episode, we discuss:1:56 – An overview of the SEC comment letter process14:19 – 2024 SEC comment letter themes15:31 – Key SEC staff focus areas related to management's discussion and analysis18:59 – Key SEC staff focus areas related to non-GAAP measures21:37 – Other reminders and areas that preparers should focus on moving into year endFor more information, see our full analysis of SEC comment letter trends. Additionally, follow this podcast on your favorite podcast app for more episodes. Kyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance.Heather Horn is the PwC National Office Sustainability and Thought Leader, responsible for developing our communications strategy and conveying firm positions on accounting, financial reporting, and sustainability matters. In addition, she is part of PwC's global sustainability leadership team, developing interpretive guidance and consulting with companies as they transition from voluntary to mandatory sustainability reporting. She is also the engaging host of PwC's accounting and reporting weekly podcast and quarterly webcast series.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com. 

Many investors who analyze stocks take the numbers provided by the company at face value, but there are times when this can be a massive investing mistake. To help shed light on what the earnings provided by a company really mean for us as investors, we reviewed the book — Quality of Earnings by Thornton O'Glove. Thornton is a Wall Street veteran known for pioneering red flag deviation analysis.  This book is an indispensable guide to determining how much money a company is really making to help us avoid making costly blunders. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 07:26 - Why you shouldn't trust your analyst or the auditors. 15:13 - What to keep an eye on when reading an annual report. 22:35 - Red flags to look out for when analyzing a company's filings. 31:13 - How managers and accountants can legally manipulate earnings per share, however they see fit. 34:06 - Tools we can use to help determine the quality of earnings for a company. 35:55 - How we can make use of accounting items like accounts receivable and inventory. 49:36 - The impact of dividends on your returns as an investor. 53:11 - The shortfalls of GAAP accounting. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Quality of Earnings book. Quality of Earnings in M&A. Related Episode: TIP667: Why Most Stocks Will Lose You Money w/ Hendrik Bessembinder, or watch the video. Related Episode: TIP601: Junk to Gold by Billionaire Willis Johnson, or watch the video. Related Episode: TIP656: Mastering Stock Selection with an Investment Checklist w/ Clay Finck, or watch the video. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River 7-Eleven Toyota Connect Invest Public TastyTrade Fundrise Shopify American Express The Bitcoin Way ReMarkable Sound Advisory Facet SimpleMining Bluehost HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Send us fan responses! Imagine finding yourself broke and sleeping in a van, only to choose prosperity over anger and transform your life. That's exactly what our special guest, Equity, did, and he's here to share his incredible journey with us. In this episode, we chat about past challenges, like the Ready for Redemption event in Orlando, and how we turned obstacles into opportunities. It's a candid discussion packed with insights into staying positive, adopting new habits, and the universal laws that guide success.We journey through the transition from conventional jobs to entrepreneurship, where self-belief and strategic planning reign supreme. Equity and I highlight how perceptions and appearances are crucial in building networks with influential people, and the power of words on our self-image. We also tackle the intriguing balance of public and private personas, especially for those working with high-profile individuals, and how understanding the dualities of life is key to navigating both positive and negative forces.In the final segments, we explore the transformative power of networking, personal growth, and the importance of resilience. From navigating the music industry to leveraging resources for community upliftment, we spotlight self-empowerment and the significance of understanding one's authority in societal systems. Amidst stories of faith, manifestation, and navigating legal loopholes, we encourage listeners to set clear intentions and embrace their spiritual journeys, all while sharing valuable resources to inspire and educate.FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQ https://donkilam.com https://www.amazon.com/CapiSupport the showhttps://donkilam.com

Sherrika Sanders founded Transform the GAAP to draw on her 15+ years of corporate accounting experience to mentor accountants facing challenges in advancing their careers. Sherrika equips them with the tools to advance from stagnation to strategic growth - empowering accountants to advance their careers and achieve professional fulfillment through tailored mentorship. Sherrika has a Bachelor's in Accounting, an MBA, and a Master's in Organizational Leadership and resides in Atlanta, GA, USA.  I want to create a supportive community where accountants feel valued, recognized, and equipped to achieve their full potential - ensuring they are not only heard but respected and celebrated for their contributions. Sherrika Sanders | Transform the GAAP | https://www.transformthegaap.com/ | ssanders@transformthegaap.com | +1 (404) 954-0444 Sign up for one of our negotiation courses at ShikinaNegotiationAcademy.comThanks for listening to Negotiation with Alice! Please subscribe and connect with us on LinkedIn and Instagram!

Tech heavyweights Microsoft and Meta reported their latest numbers. We have you covered with instant analysis and reaction from Wedbush's Dan Ives and Roth MKM's Rohit Kulkarni. Coinbase Co-Founder & CEO Brian Armstrong talks about his company's latest quarter and the broader crypto industry's efforts ahead of the election. Plus, Doordash CFO talks reaching GAAP profitability for the first time. 

**NOTICIAS ECONÓMICAS Y FINANCIERAS** ☕️ La economía de China se está desacelerando, creciendo solo un 4.6% entre julio y septiembre, su ritmo más bajo desde el primer trimestre de 2023, debido a la crisis inmobiliaria, débil demanda interna, riesgos deflacionarios y una desaceleración en las exportaciones. Alcanzar la meta anual de crecimiento del 5% será difícil sin más estímulos. Las exportaciones de septiembre crecieron solo un 2.4%, comparado con el 8.7% de agosto, y los precios al productor cayeron al nivel más bajo en seis meses. El Banco Central de China implementó medidas de liquidez de $800 billones de yuanes ($112B) para fortalecer el mercado de valores y sugirió posibles recortes de tasas de 25 a 50 puntos básicos antes de 2024. Tras los anuncios, el índice CSI 300 ($SHSZ300) subió un 3.6%, mientras los índices de Shanghái ($SHCOMP) y Hong Kong ($HSI) también mostraron ganancias significativas. Las acciones de CVS Health ($CVS) cayeron un 8% tras anunciar un nuevo CEO, David Joyner, y presentar resultados preliminares del tercer trimestre que no cumplieron con las expectativas de Wall Street. El reporte indicó ganancias diluidas por acción entre $0.03 y $0.08, afectadas por un cargo de $1.1 billones relacionado con sus negocios de Medicare y el Intercambio Individual, que redujo las ganancias ajustadas en $0.63 por acción. CVS también mencionó un cargo de reestructuración de $1.2 billones por cierres de tiendas y medidas de ahorro, lo que afectó sus resultados GAAP. Ante estos problemas, retiraron su orientación previa y darán más detalles en su llamada de ganancias el 6 de noviembre de 2024. Los futuros del oro ($XAUUSD) ($GLD) alcanzaron máximos históricos, cerrando en $2,691.00/oz, impulsados por la guerra en Medio Oriente, las elecciones en EE.UU. y la expectativa de recortes de tasas por bancos centrales. La incertidumbre económica, con un aumento en las solicitudes de desempleo y advertencias de la Reserva Federal sobre una posible pérdida de empleos, también ha llevado a los inversionistas hacia el oro como refugio seguro. A pesar de haber subido más del 30% en 2024, se espera que el oro ($XAUUSD) siga subiendo debido al gasto federal y la devaluación del dólar. La empresa de pagos Stripe está en negociaciones para adquirir la startup de infraestructura de stablecoins Bridge por $1 billón, lo que sería su mayor adquisición. Aunque ambas partes podrían retirarse del acuerdo, los obstáculos incluyen temas regulatorios y la compensación de empleados. Bridge también ha despertado interés para una posible ronda de financiamiento Serie B tras recaudar $58 millones. El ETF más grande del mundo ($SPY) alcanza un hito histórico al superar los $600B en activos bajo gestión. Las membresías globales de streaming de Netflix ($NFLX) mantienen un crecimiento de dos dígitos. El Banco Central Europeo implementa otro recorte de tasas de interés de 25 puntos básicos. El dominio de Nvidia ($NVDA) en el mercado lleva a BofA a aumentar su estimación de EPS. OpenAI ($AI) lanza versiones de prueba de la app de ChatGPT para Windows ($MSFT).

In this enlightening episode, host Roger Knecht sits down with Craig Primo, a FINRA licensed investment banker, to explore the multifaceted process of selling a business. Craig shares invaluable insights into the essential role accountants play in ensuring smooth and successful transactions. Whether you're planning an exit strategy or facing an unexpected sale, this episode is packed with practical advice to help you prepare. Main Themes: The Critical Role of Accountants: Craig and Roger note the importance of maintaining accurate financial records during a sale. They discuss challenges posed by outdated accounting methods during sales. Craig highlights the necessity of GAAP-compliant statements for attracting buyers. Understanding Financial Metrics: Roger and Craig discuss key metrics such as gross profit margins and liquidity ratios. Detailed financial data analysis creates opportunities for accountants in a sale. Enhancing collaboration between accountants and clients to identify growth opportunities and prevent burnout. Debt and Growth: Craig explains how to  leverage debt for business growth versus traditional cash reserves. They discuss the risks of over-leverage and the phenomenon of “zombie companies.” Granular Financial Analysis: Roger offers advice on managing legacy products and shifting focus to more profitable opportunities. They note the role of private equity in identifying inefficiencies. Professionalism in Accounting: They explain the pyramid model of accounting needs based on business size and maturity. Craig emphasizes the need for a transition from growth-focused to structured financial management. Proactive Financial Planning: Craig offers advice on preparing for business exits. Roger highlights strategies for securing loans and avoiding missed opportunities. They break down the differences between LLCs and C Corporations, and the use of Phantom stock for employee retention. Financial Statements and Trends: Analyzing financial statements to understand trends and improve cash flow. Managing receivables, payables, and inventory. Importance of timely bookkeeping and strategic accounting partnerships. Business Sales Scenarios: Unexpected sales and the need for urgent documentation. Proactive preparations for sale. Planning for venture capital with a 3 to 5-year sale timeline. Emotional Challenges in Sales: Emotional factors complicating the sale process, especially in family businesses. Recognizing and addressing emotional challenges to facilitate smooth transitions. Complex Business Transactions: Impact of events like death or family disputes on transactions. Equity distribution disputes and differing valuations. Accountants' role in providing strategic support, timely information, and accurate forecasting. Join us for an in-depth discussion on how to navigate the complexities of selling a business with expert guidance from Craig Primo. Whether you're an entrepreneur or an accountant, this episode offers valuable strategies to ensure a seamless and profitable transition. For more information on how you could broker these complex transactions, call 435-344-4060 to connect with Universal Accounting Center. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Find & Follow - In Find & Follow, Greg & Jonathan DeVore provide the key to solving the knowledge transfer problem and transforming your business. Don't spend another day wasting your and your team's time relying on tribal knowledge – get a copy now!   Create a Culture of Accountability.  This is a training to help understand and implement clear expectations.  Easy to implement, quick to experience results.  We refer to it as the S.T.A.R. Training program.   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Since Luca Pacioli's 1494 invention of double-entry bookkeeping, accounting has seen little innovation. GAAP, designed for an industrial economy, is outdated in a world where intellectual capital drive business success. Dr. Margaret Blair's research shows that by 1998, only 30% of a company's value could be attributed to tangible assets, leaving 70% unaccounted for in GAAP financial statements. We'll dive into the deteriorating paradigm of accounting and examine audit failures through the lens of a system that has become obsolete. Additionally, we'll explore reform ideas from a free-market perspective, considering how innovations like blockchain and market-driven information and incentives could push the profession beyond GAAP's limits. Join Ed and Ron for a provocative look at the future of accounting, auditing, and financial reporting, and why the profession needs to evolve to meet the needs of today's knowledge economy—a bold rethinking of accounting's past, present, and future.

Howdy, y'all, and welcome to The Cyber Ranch Podcast!  Our guest today is Tim Brown.  If you don't' know who Tim Brown is, he is the CISO at SolarWinds, and as such, is one of us. Or maybe in a way, he is all of us, really.  Tim advises and has held various other roles in the past, including product roles, which our listeners know are well-respected skills down at the 'Ranch. The topic today is cyber regulation.  It can range from self-regulation to associations, principles, practices, lobbying – all the way up to full government regulation.  What works?  What's required? Topics covered: What is the case for regulation? What are the basics rules to provide us coverage and clarity? Not knowing the rules makes people nervous and afraid... Document your own processes, procedures, JDs, what you do, what you don't do. Make it clear! Rigorous banking industry regulations exist already.  How onerous are they?  How badly would they fit the rest of us? Perhaps a GAAP (generally accepted accounting principles) equivalent is desired? Process/procedure vs. 'Thou shalt never have a vulnerability!' Heavy-handed governmental oversight - defining standard of care and turning that into something people can stand behind? Remember that Sarbanes and Oxley were people.  Real people. Is regulation required to create a more positive environment in the way SOX does? What does the public-private partnership need so that the rules created are good and realistic and improve cybersecurity for the world? REGULATION IS COMING!  THE CISO COMMUNITY MUST BE A PART OF THAT REGULATION! Have we had a cyber Enron, and do we need one?  That was the real catastrophe that launched SOX... Regarding GAAP, accounting is deterministic vs. dynamic - Can a cyber GAPP ever exist given how dynamic we are? The compliance world: principles based vs. rules based regulation - a more practical model. It may not move the bar enough, but it's a good starting point. Should a whole field of security auditors existing like accounting auditors do? We are youngsters in this craft still... Is the accounting world really the best metaphor?  Auditors, forensic accountants, etc.? Another model is the medical world - malpractice, specific rules and regulations on specific surgical practices? What about a national CISO board or association like the NACD or the American Psychological Association? What about boards like medical review boards that approve specialties? Lobbying How to fund this? Who should be doing the doing?  Inclusivity vs. sound gatekeeping. A barber has to be licensed to cut hair - should we get licensed? This conversation was around with software engineers long before it was with cyber folks.  We learned that self-policing did not really work... The challenge is one of not shackling the business, or at least not appearing to, and the subsequent pushback. The call to action is ultimately this: If you don't have a seat at the table, folks will do things to you rather than with you.  So get involved! Y'all be good now!

The tax credit equity market is affected by a variety of factors'and several looming factors could create upward or downward pressure on the pricing for low-income housing tax credits (LIHTCs), new markets tax credits (NMTCs), historic tax credits (HTCs) and clean energy tax credits. In this week's Tax Credit Tuesday podcast'the second of a two-part series'Michael Novogradac, CPA, discusses the issues that could affect equity pricing with three Novogradac partners: Brad Elphick, CPA; Tony Grappone, CPA; and Dirk Wallace, CPA. They begin by looking at how proposed Community Reinvestment Act (CRA) regulations might impact their respective credits, then look at the Basel III and Global Minimum Tax proposals and how they could affect tax credit equity markets. After that, they examine generally accepted accounting procedure (GAAP) regulations, as well as how proposed legislation could impact the markets and wrap up with what proposed tax law changes would have the greatest positive effect in the areas in which they work.

Send us fan responses! What if navigating legal troubles could be as simple as changing your identity? In this episode, we embark on a fascinating journey with our special guest Don Kilam, who shares eye-opening insights into family trusts, constitutional rights, and the unique concept of being a "foreigner" to avoid legal pitfalls. With a mix of humor and practical advice, we explore how these legal principles can help tackle debt and differentiate between minor offenses and serious crimes.Ever felt lost or struggled to find your purpose? We venture into personal stories about overcoming struggles, the power of humor as a coping mechanism, and the unexpected connections between various subcultures. From door-to-door sales anecdotes to the hidden mafias in industries you wouldn't suspect, we bring you tales that are as entertaining as they are enlightening. Listen in as we discuss managing financial success, the critical role of trusts and LLCs in safeguarding assets, and the curious concept of "hip-hop cops" monitoring influential figures in the music industry.Ready to explore the world of cryptocurrency and unconventional financial strategies? This episode dives into the speculative nature of Bitcoin, the impact of wealthy social circles on investment decisions, and controversial theories around maritime and admiralty law. We unravel the distinctions between being a national versus a citizen, and how international permits could provide unique legal advantages. As we wrap up, we touch on spirituality, the entertainment business, and even the dark underbelly of trademarking artists' names. Tune in for a rollercoaster of humor, thought-provoking discussions, and personal anecdotes that promise to keep you both entertained and informed.Follow Craig!TikTok -   / craigpconant  IG -   / craigpconant  Merch - https://craigconantstore.com/Komi - https://craigconant.komi.io/https://www.amazon.com/Million-Dollars-Worth-Game-Kilam/dp/B09HQZNRB9 https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQ https://donkilam.com https://www.amazon.com/CapiSupport the showhttps://donkilam.com

Show Summary: Katrina Nacci, a cross-border accounting advisor, discusses the complexities of converting accounting standards in international M&A transactions. Katrina offers a high-level look at the differences between U.S. and international accounting standards. She highlights when it might be necessary to convert from local GAAP to U.S. GAAP or IFRS, and the importance of having detailed documentation and a strong internal team familiar with local GAAP. View the complete show notes for this episode. Want To Learn More? Adjusting Financial Statements: A Complete Guide EBITDA | Definition, Formula & Example – A Complete Guide Additional Resources Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue Download Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.

Text us your thoughts on this episodeThis episode is your one-stop shop covering the latest reporting and rulemaking developments at the SEC. With almost 40 years of combined experience at the SEC, our guests, National Office partners Kyle Moffatt and Kevin Vaughn, share their insights on all things SEC.In this episode, we discuss:2:10 – Potential impacts of a change in presidential administration5:40 – The SEC's rulemaking agenda7:28 – Recent court actions impacting the SEC21:10 – Non-GAAP measures29:00 – Cybersecurity37:24 – Artificial intelligence41:33 – Other SEC focus areas46:36 – 90 years of history at the SECFor more information on topics discussed during the podcast see our publications To GAAP or to non-GAAP, SEC adopts cybersecurity disclosure rules, and SEC comment letter trends. For more on the SEC's 90 year history, follow the SEC on LinkedIn. Also, for more of our episodes follow this podcast on your favorite podcast app.Kyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance.Kevin Vaughn is a partner in PwC's National Office. Prior to joining PwC, Kevin was senior associate chief accountant in the Office of the Chief Accountant (OCA) at the SEC where he spent almost 20 years focusing on complex financial reporting and technical accounting issues.Heather Horn is the PwC National Office Sustainability & Thought Leader, responsible for developing our communications strategy and conveying firm positions on accounting, financial reporting, and sustainability matters. In addition, she is part of PwC's global sustainability leadership team, developing interpretive guidance and consulting with companies as they transition from voluntary to mandatory sustainability reporting. She is also the engaging host of PwC's quarterly webcast series. Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com. 

DJIA - FAILED - worst week in ages Huge Failure of tech - Crowdstrike getting skewered (Down ~ 30% since incident) Dangerous market - running on emotions Tesla Earnings are out... PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Chatroom still a work in progress it appears Warm Up - Politics Goes off the rails - Biden out (Failed) - Huge Failure of tech - Crowdstrike getting skewered (Down ~ 30% since incident) - Dangerous market - running on emotions Market Update - DJIA - FAILED - worst week in ages - massive losses as UNH fails to keep up (accounted for 500+ points of that big rally in July) - Market broadened out finally - then the mega-caps started to come in and market was crushed - - Tesla Earnings are out - other tech names too Need a new CTP Market Emotions - Now that we  are in the throws of the election cycle - dangerous market - Running on emotion - and you can see that we levels (round like futures markets @ES - 5,600 and @NQ 20,000 levels as battle lines) - People will think that one or other candidate is good or bad and will invest accordingly (usually without facts) - Biden dropping  out has interesting impact - Now we have one candidate that we really do not know actual policy and track record. Also unknown VP ... Crowdstrike Glitch - Anything on your end a problem? - Some minor trading issues with Schwab for a minute on Friday - Airlines - still seem to be having issues - Bigger issues when relying on single company? - Friday and over weekend MSFT said that they restored a majority of services - Hackers are already taking advantage of situation and Crowdstike out with warnings  (some firms  may get phished into beleiving that there is a fix and it is actually a hack) Delta Offers Apologies+ - CEO Ed Bastian offered Freq flyer miles to travelers that were stuck due to Crowdstrike "glitch" - 800 flights were cancelled Sunday (22% of flights) - The airline was offering flight attendants extra pay to pick up shifts - WHO IS GOING TO PAY FOR THIS? (Crowdstike and passengers) Tech - Wiz Walks - $23 billion - they say NO THANKS - Wiz - 4 year old start up that makes security tools to protect data centers - May valuation was $12 billion - Company wants to go the IPO route Election - Sooooo - thoughts on the Biden dropout? (Via letter and Social Media - is that weird?) - Trump Trade fade? - Vance tough on anything  foreign? (USA First) - Anyone else aside from Harris? Bank Earnings - Looking back - not much to be upset about - so that is good - Rate expectations are for September (Dec more likely) - Yield curve has steepened (good for profit margin of banks) - Fed continues to be dovish - Trump expectations of reduced regulations? More Earnings - Google/Alphabet - Alphabet prelim Q2 $1.89 vs $1.84 FactSet Consensus; revs $84.74 bln vs $84.22 bln FactSet Consensus --- Margin 32% vs 29& a year ago (Stock initially up then tuend lower on lower advert revenue  and other AI comments) - Tesla Earnings - Tesla prelim Q2 $0.52 vs $0.61 FactSet Consensus; revs $25.5 bln vs $24.38 bln FactSet Consensus -- Tesla prelim: GAAP gross margin of 18.0%, down 23 bps yr/yr ---- Tesla prelim: reiterates that in 2024, its vehicle growth rate may be notably lower than growth rate achieved in 2023 (Stock down 5%) - Visa: Reports Q3 (Jun) earnings of $2.42 per share, excluding non-recurring items, in-line with the FactSet Consensus of $2.42; revenues rose 9.6% year/year to $8.9 bln vs the $8.92 bln FactSet Consensus. (Stock down 10%) Warren - Berkshire Hathaway trimmed its gigantic Bank of America holding for the first time in four and a half years following the bank's strong 2024 run.

Welcome to a new episode of The Founder Podcast! In this episode, we dive deep into understanding the financials of your business, focusing on building an income statement and conducting a break even analysis. Learn how to effectively assess your sales, costs, and margins to ensure your business is scalable and profitable. https://nextlevelhomepros.com/june25thworkshop  Highlights: "Not understanding the financials of your business could be costing you millions." "There's the traditional way to look at it with GAAP accounting principles, and then there's the business owner way." "Every dollar collected would mean 45 cents to the bottom line once you're breaking even." "For every dollar I spend on marketing, it's going to equal $40 in revenue." Timestamps: 00:00 - Introduction 01:30 - Importance of Understanding Financials 03:45 - Basics of an Income Statement 05:20 - Understanding Sales and Cost of Goods Sold 08:00 - Gross Profit and Gross Margin Explained 10:00 - Calculating Cost of Acquisition (CAC) 13:30 - Breakeven Analysis Breakdown 17:50 - Scaling Your Business Effectively 20:30 - Impact of Fixed Costs on Breakeven 24:00 - Workshop Announcement and Closing Remarks Looking to scale your business? Want to learn directly from the same team that helped me sell my last business for 9 figures? Click this link below to check out how you can work with us. https://nextlevelhomepros.com/grow-home-service-vsl  Join my community - Founder Acceleration ⁠https://www.founderacceleration.com  ⁠ Apply for our next Mastermind: h⁠ttps://www.thefoundermastermind.com ⁠  Golf with Chris: h⁠ttps://www.golfwithchris.com ⁠  Watch my latest Podcast Apple- ⁠https://podcasts.apple.com/us/podcast/the-founder-podcast/id1687030281S ⁠ Spotify- ⁠https://open.spotify.com/show/1e0cL2vI1JAtQrojSOA7D2 ⁠ YouTube - @thefounderspodcast