Podcasts about money mimosas

Tune into this episode if you're interested in: Specific (limiting) beliefs that come from a traditional middle class upbringingCultural understanding of moneyUnderstanding our relationship with moneyYour unconscious' impact on your subconscious and conscious actionsAbout DanethaDanetha Doe is a financial wellness educator and Webby Award-winning TV host. She is the creator of Money & Mimosas®, a wealth education company for the self-employed.Connect with Katie:Schedule your free consultation Instagram: @Digitally.Enhanced.MarketingTikTok: @Digitally.Enhanced.Mktg Join the EntrepreneurShift Facebook groupConnect with Danetha: Website: https://www.moneyandmimosas.com/Twitter:https://twitter.com/MoneyandMimosasLinkedIn:https://www.linkedin.com/in/danethadoe/YouTube: Money and Mimosas

For most of us, buying a home is the single biggest spend we'll ever make. Buying a house costs a lot of money but do you know how much the house you're buying really costs? In this episode, Danetha Doe shares some of the costs that come with homeownership that you're probably not aware of until you've signed on the dotted line. Danetha is a writer and financial wellness educator for Clever. Clever's expert advice, reviews of service providers, and data-driven research help more than 12 million readers make smarter real estate decisions each year. Danetha is also the creator of Money & Mimosas, a wealth education company for folks that move to the beat of their own drum. Show notes can be found here: https://laceylangford.com/podcast/costs-of-homeownership/

Name: Danetha Doe Business Name: Money & Mimosas Current Title: Founder & CEO   About Danetha: Danetha Doe is a financial wellness educator and Webby Award-winning TV host. She is the creator of Money & Mimosas®, a wealth education company for the self-employed.   She is a regular guest financial expert for Google, the U.S. Small Business Administration, Yelp, Postmates, and other organizations. Danetha has been recognized as a personal finance expert by TIME, the Wall Street Journal, and Fast Company.   Danetha was the original financial expert and TV host for Ashton Kutcher's series on millennials and money entitled “Going From Broke” which garnered over 20 million views during her season.   Raised by a Liberian economics professor and a Jamaican accountant in the United States, Danetha has a unique perspective on financial education that she creatively blends into her teachings. Danetha has a B.A. in Economics and primarily resides in Oakland, California.   DURING THIS EPISODE YOU'LL LEARN: How to prioritize your health over the hustle and grind culture Why hustling can be good and bad for your business The impact your beliefs have on your finances and spending habits How to elevate your money mindset How to heal your relationship with money Important things to note about health insurance as an entrepreneur For complete show notes and resources mentioned for this episode go to: blacktobusiness.com/82 Thank you so much for listening! Please support us by simply rating and reviewing our podcast!

Danetha Doe is a financial psychologist and the leading expert on financial wellness. She is the creator of Money & Mimosas®, an eclectic group of wealth-conscious women entrepreneurs. Danetha has been named a personal finance expert by TIME, Fast Company and the Wall Street Journal. She is a sought-after corporate financial well-being speaker, teaching employees from Google to Postmates to CPA firms and others on how to foster financial wellness in the workplace + beyond.   In this gathering, Danetha shares her wisdom about:             Exploring money as a spiritual adventure Bringing her relationship with money to the body and connecting it with Spirit The role of self-forgiveness in healing money shame How gratitude grounded + transformed her relationship to money Why financial freedom is ultimately a journey of self-love The relationship between money, sex and power And so much more!   Find Danetha online: moneyandmimosas.com   If you loved this episode, send me a DM on Instagram at @lerinalta with your favorite parts of the conversation because I’d love to hear from you! Contribute to Black Girl Mystic Podcast Portal:​ Patreon — Become a monthly patron + join the Black Girl Mystic Inner Circle starting at just $1/month! patreon.com/blackgirlmystic. PayPal — Make a one-time donation paypal.me/blackgirlmystic Venmo: lerin-alta Connect on the socials:​ YouTube — Black Girl Mystic IG — Black Girl Mystic #blackgirlmystic FB — Black Girl Mystic Twitter — lerin Please subscribe, rate + leave a 5-star review

We spoke with Danetha Doe, a financial psychologist, founder of the aspirational money blog Money & Mimosas and expert on financial wellness in the workplace. We covered how to shift into the mindset of financial well-being, the importance of intentionality in the process, how it evolves throughout life and much more.   Learn how you can purchase Danetha's book here: https://www.danethadoe.com/book

Eleni Anastos, a business strategist and prosperity coach, joined me this week from beautiful and sunny Florida. Again, embracing the power of technology to network! Seemed fitting with Eleni's Florida origins that we mixed up a mimosa with fresh orange juice and bubbly- Doesn't get any simpler than that! Perfect brunchtime cocktail that can be garnished to fit your occasion. Eleni shares how she transitioned from school teacher to entrepreneur and gives tips on how to create a rich and rewarding relationship with money. If you are looking for additional resources related to money and mindset - give this a read: https://amzn.to/30O22su To learn more about Eleni and her incredible work, visit: https://elenianastos.com/home-7/ For more career related info and drink recipes - visit https://www.careersandcocktails.com/ --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/renee-frey/support

In this episode, learn how to elevate your sales skills with the master of sales, Joel. Joel Lacayo is the Lead Channel Account Executive with Rippling, a modern employee management platform for Payroll, HR, and IT. In the 16 years within the Financial Services Industry, he has worked with entrepreneurs to start their businesses with sound financial structures towards financing/lending solutions, created strategic marketing plans, and coached them through their growth evolution. A former Xero Regional Sales Director, he supported accounting/bookkeeping owners in growing their models from client #1 to #2000. He has served as a board member of La Cocina, a local not for profit focused on low-income female food entrepreneurs looking to formalize their businesses, and Business Consultant with Working Solutions, a CDFI supporting underserved SF Bay Area entrepreneurs. Currently, he is a member of Accounting Salon, supporting the Nominations Committee and Diversity Initiative. Joel received his B.S. in Business with a concentration in Marketing from San Francisco State University. Loves playing all sports, traveling with his wife and 2 boys, and leveraging social capital with like-minded people.   This episode is brought to you by Money & Mimosas.

In this episode, I go through the nine steps freelance accountants can take to grow a successful practice without sacrificing the joys of life. To learn more about Money & Mimosas, visit www.moneyandmimosas.com Connect with me on Twitter or Instagram @danethadoe  

In this episode, learn the three simple yet profound steps you can take to create a global accounting practice. Resources mentioned: Future of Accounting episode 50 with Adam Nubern: https://www.moneyandmimosas.com/futureofaccounting/episode50 Nuventure CPA: https://www.nuventurecpa.com/ Scrubbed Accouting: https://scrubbed.net/ Money & Mimosas- www.moneyandmimosas.com 

After a six-month hiatus, I am back with a brand new episode. In this episode, I will catch you up on the projects I've been working on and then I'll share the ten traits every financial professional will need to adopt within their business to thrive in 2020 and beyond. Resources mentioned: Money & Mimosas- www.moneyandmimosas.com   

Rye + Jess kick off 2020 with a conversation around money with personal finance expert and Money + Mimosas founder, Danetha Doe! The beginning of a new year is a great time to focus on creating healthier routines and establishing better habits around spending and saving. So if the word “finances” makes you cringe, this episode is for you! Danetha has a magical way of taking away the dread and intimidation around money talk and turning it into something fun! In this episode, Danetha shares: * Her personal journey from graduating during the recession of 2008 to stepping into her power as an entrepreneur and rewriting her personal money story to be able to create a strong "aura" around money *Where the concept for Money and Mimosas came from and what makes her approach to financial education different *Why she believes that your net-worth is directly tied to your self-worth and some of her favorite money mindset mantras *The "money date" concept she created- what it is and how it can help you approach your finances in a more fun and realistic way *Advice she would give to couples to have more open and honest dialogues around money *Common financial terms related to investing and saving that are helpful to know *Her experience as a host on Ashton Kutcher’s “From Broke” reality series and some of her favorite success stories *Apps to use for investing, credit cards that offer the best rewards, and other tips for saving money! RESOURCES Elivest- investment by women for women Betterment- investment tool Southwest Credit Card (companion pass benefits) CONNECT WITH DANETHA Danetha’s Website here Sign-up for Danetha’s newsletter and get your “money date” check-list here Watch “Going from Broke” on crackle.com and stream for free here CONNECT WITH US Shoot us an email! Solo2.0podcast@gmail.com Send us a DM! Solo 2.0 Podcast on @SOLO2.0PODCAST Jessica Suchan on Instagram @BODYBLISSBYJESS Ryan Burch on Instagram @RYEBURCH

In this episode Kayla chops it up with Danetha Doe! Danetha Doe, a former NFL cheerleader turned entrepreneur and financial journalist, knew early on that her career path was not going to fit in a pretty little box. Fiercely committed to designing a rich and fulfilling life on her terms, Danetha has built a career that includes all the hyphens: professional dancer, blogger, model, actress, journalist, financial expert, TV host and the list goes on. Danetha Doe is the creator of Money & Mimosas, a blog read by thousands of ambitious women in over forty-four countries. She was named a personal finance expert by Fast Company, the Wall Street Journal and is the star financial expert in the TV series, Going From Broke, produced by Ashton Kutcher. Her work has been featured in Entrepreneur, Elle, Cosmopolitan and NBC. In this episode we discuss: How she shifted from corporate finance to being the creator of Money & Mimosas  How the skills you’re learning today can translate into what you actually want to do The evolution of Money & Mimosas and how it reflected how she evolved as an individual  The beliefs that millennials hold around money and the stark differences between generations The impact of having a financial system that is “immoral” and what that looks like And so much more! This episode is brought to you by: Women Creating Calm Are you looking to eliminate the threat of chronic stress to increase your energy, minimize anxiety, & perform at an even higher level? Register for my next free class to learn how to slay stress and create lasting calm here.  Links mentioned in this episode Danetha's Website   Click here to subscribe via RSS feed (non-iTunes feed): https://wellnessglowup.libsyn.com/rss Social Media Info Wellness Glow Up Podcast – @wellnessglowuppodcast Kayla Nedza – @kaylanedza Danetha Doe - @danethadoe   Did you like this episode? If you did give it a 5 star rating and share it with your friends.

Danetha Doe is a former NFL cheerleader turned entrepreneur, financial journalist, lifestyle influencer, personal finance expert and a TV host. Danetha is the creator of Money & Mimosas, a blog read by thousands of ambitious women in over forty-four countries. She is also the star financial expert in the TV series, Going From Broke, which is produced by Ashton Kutcher and appears on Sony's Crackle. Her work has been featured in Entrepreneur, Elle, Cosmopolitan and NBC. For years it has been her mission to elevate the self-worth and net-worth of women. Staring in the TV series, Going From Broke, has allowed Danetha to reach a larger audience of young adults who are struggling to tackle their debt and take control of their financial lives. In this episode of The Skooled Millennial: Adulting 101 podcast, Danetha shares some of her best tips for doing just that, reveals some of the secretes to her success and gives us a behind the scenes look at her TV show as well as some of the most memorable cast members. For information regarding your data privacy, visit Acast.com/privacy

In this video, Katie and I discuss our journey around fears and fears we've faced. We provide tips on how you can dear with fear and overcome fear. If you're interested in learning how to deal with your fear and overcome your fears, then you'll want to listen to this entire episode.   Resources mentioned in this conversation: Judgment Detox- Marie Forelo and Gabrielle Bernsteinhttps://www.marieforleo.com/2017/12/gabrielle-bernstein-interview-judgment-detox/.   About Danetha: Danetha Doe is the creator of Money & Mimosas, a blog read by thousands of ambitious women in forty-four countries. She was named a personal finance expert by Fast Company and the Wall Street Journal. And is the star financial expert in the TV series, Going From Broke, produced by Ashton Kutcher. A former NFL cheerleader, Danetha loves to dance and host bottomless mimosa brunches. Let's hang out! Instagram:https://instagram.com/danethadoe/ LinkedIn: https://www.linkedin.com/in/danethadoe/ Email: hello@moneyandmimosas.com Website: www.moneyandmimosas.com

In this episode, Katie and I discuss money mindset blocks we have faced previously and money mindset blocks we are currently working through. We share our journeys with money, provide tips for helping you improve your money mindset, and help you let go of any money mindset blocks you might be facing. Now we want to hear from you, what is one money block that you are currently working through? Let us know in the comments below! Danetha Doe is the creator of Money & Mimosas, a blog read by thousands of ambitious women in over forty countries. She was named a personal finance expert by Fast Company and is the star financial expert in the TV series, Going From Broke, produced by Ashton Kutcher. A former NFL cheerleader, Danetha loves dance and bottomless mimosa brunches. Let's hang out! Instagram:https://instagram.com/danethadoe/ LinkedIn: https://www.linkedin.com/in/danethadoe/ Email: hello@moneyandmimosas.com Website: www.moneyandmimosas.com    

In this episode, we share stories around our journey with fashion. We discuss the impact fashion has on how you feel about yourself and how others perceive you. Additionally, we provide you tips on how you can dress to the nines without hurting your bank account. If you enjoy fashion, want to learn how to improve your fashion, or want to know how you can dress fashionably on a budget, you won’t want to miss this episode. Now we want to hear from you. How would you describe fashion style? Be sure to let us know in the comments below! For more resources, be sure to check out: 1. Study mentioned wearing a doctor’s coat versus a painter’s coat https://www.nytimes.com/2012/04/03/science/clothes-and-self-perception.html?mtrref=www.youtube.com&gwh=CF55504F304918CA621E88DD50638677&gwt=pay&assetType=REGIWALL 2. https://www.moneyandmimosas.com/lifestyle/how-to-clean-out-your-closet 3.https://beingboss.club/podcast   Danetha Doe is the creator of Money & Mimosas, a blog read by thousands of ambitious women who are unapologetic about wanting to be rich and sexy. She was named a personal finance expert by Fast Company and is the star financial expert in the TV series, Going From Broke, produced by Ashton Kutcher. A former NFL cheerleader, Danetha loves dance and bottomless mimosa brunches. Let's hang out! Instagram:https://instagram.com/danethadoe/ LinkedIn: https://www.linkedin.com/in/danethadoe/ Email: hello@moneyandmimosas.com Website: www.moneyandmimosas.com

In this episode, we share our stories around developing a personal brand and discuss the importance of executive presence. We break down what executive presence is, why you need it, and how to get it. Now we want to hear from you. How would you describe your current personal brand or where you want it to be? Be sure to let us know in the comments below!  For more resources, be sure to check out: The Science of Influence: The Three Dimensions of Executive Presence by Suzanne Bates (https://www.bates-communications.com/articles-and-newsletters/articles-and-newsletters/bid/57930/The-Science-of-Influence-The-Three-Dimensions-of-Executive-Presence), and Executive Presence: What Is It, Why You Need It And How To Get It by Gerry Valentine (https://www.forbes.com/sites/forbescoachescouncil/2018/07/31/executive-presence-what-is-it-why-you-need-it-and-how-to-get-it/#58c75e366bc7)   This episode is brought to you by Money & Mimosas.

   In this episode, we chat about how to build and nurture your community. We share tips on how we built our communities using social media and finding “our people” when we move to a new city. The question we’d like to leave with you is “What traits do you look for you in your community?” Let us know in the comments, below!   For more resources, check out: Why Everyone Needs a Tribe To Belong To by Steven Handel (https://www.theemotionmachine.com/why-everyone-needs-a-tribe-to-belong-to/) and Rally Health’s research on the rise of loneliness and its connection to mental health issues: https://www.rallyhealth.com/mood/how-to-make-friends-as-an-adult-and-why-its-so-important.   This episode is brought to you by Money & Mimosas.

Welcome to the second episode of Candid Conversations with Katie and Danetha. In this episode, we discuss what it’s like to be a woman working in a traditionally male-dominated field. Learn steps you can take to powerfully own your career and achieve your utmost potential. We’d love to hear from you: Have you ever been in a situation where you felt you were approaching a glass ceiling, or have you worked in a space where your gifts were not truly valued? Let us know in the comments below.Some of the resources referenced during our discussion include: AICPA 2017 CPA Firm Gender Survey https://www.aicpa.org/content/dam/aicpa/career/womenintheprofession/downloadabledocuments/wiec-2017-cpa-firm-gender-survey-brochure.pdf and AICPA CPA FirmSponsorshipp SuccessToolkit: https://www.aicpa.org/content/dam/aicpa/career/womenintheprofession/downloadabledocuments/sponsorship-toolkit.pdf.   This episode is brought to you by Money & Mimosas.

Welcome to the first episode of Candid Conversations with Katie & Danetha. In this video and audio series, we discuss the challenges and opportunities for women in the accounting profession.   In this episode, we explore what feminine power means to each of us. Learn how tapping into our creativity helped us build powerful careers and step into our “womanhood”. For more resources, check out: Teal Swan at https://tealswan.com/resources/articles/how-to-awaken-the-divine-feminine-within-you/  Ayesha K. Faines at http://www.womenlovepower.com/2016/12/real-meaning-feminine-energy/.    To learn more about Katie, visit www.katiethomascpa.com.  This episode is brought to you by Money & Mimosas. 

In this episode, you'll meet Jill Sturm, the Executive Director at Tax-Aid.  About Tax-Aid:  Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community. We were founded in 1988 by accountants and lawyers who wanted to lend a hand. Tens of millions of dollars in tax refunds later, we are still going strong, providing year-round expert tax assistance.    Mentioned in this episode: Tax-Aid Jill Sturm's LinkedIn This episode is brought to you by Money & Mimosas.

Learning to trust your instincts and intuition can take practice, but Danetha Doe says it's well worth it, as she attributes much of her success as an entrepreneur to listening to her inner voice. Danetha has an accounting background and is the creator of Money & Mimosas, a social club and financial education blog AND she has her own podcast, called The Future of Accounting. She is also the moderator of our upcoming Women, Wealth & Wellness Conference on June 27. In this episode we discussed some of the challenges she's faced as an entrepreneur, how she handles self-doubt, advice for those in a career transition period and much more. Please rate and review us on Apple podcasts or whatever podcast app you're using to listen! Facebook Twitter LinkedIn Instagram YouTube  

In this episode I interview, Thera Wright about her career journey, her role as Manager of Strategic Relations at the Ohio of Society of CPAs and what she sees as the future of accounting.   Resources mentioned: Ohio Society of CPAs website Ohio Society of CPAs LinkedIn Ohio Society of CPAs Instagram Women, Wealth and Wellness conference   This episode is brought to you by Money & Mimosas

In this episode, Rachel Bitz shares how she has seamlessly integrated her passion for fitness with her accounting career. Learn about her path from working in public accounting, to going to industry to leading her own practice based in Silicon Valley. Resources mentioned: Website Accodex Rachel's LinkedIn Rachel's Instagram Tools Rachel uses: Mindbody Online, Push Press This episode is brought to you by Money & Mimosas. 

This episode features Dan Nicholson, CPA who is the CEO of Nth Degree CPAs. Dan founded Nth Degree CPAs in 2008 with the objective of building a successful practice by helping small business owners to achieve their financial goals. A Northwest native, Dan grew up in Renton and attended Seattle University where he graduated Summa Cum Laude with emphases in both Accounting and E-Commerce Information Systems. Upon graduation, Dan was selected out of a pool of nominees from the nation’s top 50 accounting programs for an exclusive fellowship with the Governmental Accounting Standards Board (GASB). As a member of the GASB team, he was responsible for managing all technical inquiries and assisted what has become Statement No. 53, "Accounting and Financial Reporting for Derivative Instruments." (For those who don’t speak CPA, accountants consider setting a national standard to be a big deal).   In this episode you will learn how Dan has built a multi-million dollar firm while balancing time with family and personal development.  To learn more about Dan's firm, visit Nth Degree CPAs.    This episode is brought to you by Money & Mimosas. 

This tech spotlight episode features is Markus Mantere with Arkimera Robotics.  They are based in Sweden and have created a robot to automate the mundane tasks that financial professionals have had to endure. Some tasks that used to take 2-3 hours, will now be reduced to a mere five minutes. So awesome! could be reduced to 5 minutes. In this episode we’ll learn about his unique career journey, why he decided to retire with chickens and then come out of retirement to enter the accounting tech world. And how Arkimera Robotics is adding to the evolution and future of accounting. This episode is brought to you by Money & Mimosas.  

Today’s guest is Amanda Matthews. Amanda is a controller for Piaggio Fast Forward a tech company based in Boston. Amanda and I met at an accounting conference a few years ago. Amanda is an incredibly skilled accountant, tech savvy and has created a career that allows her the flexibility to pursue outside passions. In this episode, you’ll learn about Amanda’s career journey, a day in the life of a Controller, the systems her company uses to automate accounting processes and how she sees the future of accounting helping companies with their social responsibilities initiatives- through what she calls Social Accounting.  Resources mentioned: SAP- Concur Mineral Tree Netsuite Trello Avalara This episode is brought to you by Money & Mimosas. 

Adam Nubern is the founder of Nuventure CPA, an accounting practice dedicated to helping digital nomads, travel bloggers, and location independent folks manage their finances. He and his wife launched Nuventure CPA and Nuventure Travels four years ago after they decided to pack up, leave everything they knew to travel the world. The two of them saved up $30K to travel the world for two years. That two years turned into four, and they have visited New Zealand, Germany, Greece, Australia, Singapore, Malaysia, Jamaica…to name a very short few.   They have been featured on HGTV and are truly living the dream of loving what you do, doing what you love, and building a lifestyle business. In this episode you will learn why Adam pursued a career in accounting and when he realized that traditional CPA work was not for him. How he prices his services, the tools he uses to run a remote practice and his marketing strategies for building a successful business where he is now turning away clients.   Resources Mentioned: Adam's LinkedIn and Instagram NuventureCPA.com Duet Roost Stand Quickbooks Online Xero TSheets Tomato Timer Skype and GoTo Meeting TooManyAdapters.com This episode is brought to you by Money & Mimosas. Click here to learn about our 2019 CPA Partner Program.

In this tech spotlight episode, I'm highlighting a disruptive product that helps accounting professionals provide exceptional service to their clients. Today's episode highlights Suneera Madhani, the CEO of FattMerchant. FattMerchant is disrupting the payments ecosystem with their simple yet robust and affordable technology. In four short years, they have processed over $2 billion in payments and work with thousands of merchants. By eliminating hidden processing fees and introducing a subscription based model for their clients, they are saving small business owners thousands of dollars. And saving accountants several hours of reconciliation nightmares. In this episode, you learn about: Suneera's career journey from studying finances to launching her own business What makes FattMerchant so innovative and cutting-edge How FattMerchant saved one client $70,000 in credit card processing fees in one year Resources mentioned: Suneera's Twitter, Instagram and LinkedIn FattMerchant This episode is brought to you by Money & Mimosas. Click here to learn about our 2019 CPA Partner Program.

Danetha Doe is the creator of Money & Mimosas and host of the Future of Accounting podcast. Named a millennial thought leader by the Hong Kong Institute of CPA's and a next-generation accountant by Quickbooks, Danetha’s blog and podcast reaches thousands of millennials and accountants eager for advice on how to create financial independence.

Ingrid Edstrom is a self-proclaimed nerd and the CEO of the award winning bookkeeping firm, Polymath LLC based in Ashland, Oregon. She is the creator of AskABookkeeper.com, an online education series, a member of Profit First Professionals, and founder of the Southern Oregon Bookkeepers Association. She has been recognized as one of the top 40 under 40 accounting professionals by CPA Practice Advisor and Most Powerful Women in Accounting.   In this episode, Edstrom shares: Why, and how, she started her practice in 2008 Her marketing strategy for growing her practice Key tips on how to network as an introvert Her thoughts on value-based pricing and how her practice structures their fees How she found her niche and became a recognized expert within her niche's industry Resources mentioned: BNI Scaling New Heights conference Ron Baker on value pricing Les McKeown on predictable success Polymath's questionnaire for onboarding a new client This episode is brought to you by Money & Mimosas. Click here to learn about our 2019 CPA Partner Program.

In this episode, Brannon Poe shares the key steps a CPA needs to take in order to sell their firm. Poe is the founder of Poe Group Advisors and the author of “Accountant’s Flight Plan, Best Practices for Today’s Firms. A consultancy that facilitates the buying and selling of CPA firms. He began his career as an auditor at Ernst & Young, before launching his business in 2003. For the past 15 years, he and his team have helped CPAs successfully exit their firms. In this conversation you will learn: Why underpricing your services may be holding you back from building a successful practice.  Why taking time off to relax actually helps your bottom line How to build a practice that is sellable and how much you can expect to earn from the sale Resources mentioned: Kolbe Assessment Poe Group Advisors blog This episode is brought to you by Money & Mimosas. Click here to learn about our 2019 CPA Partner Program.

In this episode, Scott Wiley, the president and CEO of Ohio Society of CPAs, shares insights on trends his organization is seeing across their members. In this episode, you will learn: The business practices of successful CPA firms Why firms are being faced with succession planning and skills gap challenges now more than ever How the OSCPA is helping their members meet those challenges through the strategy the developed called, "Pipeline to Finishline"  Resources mentioned in this episode: Scott's LinkedIn Scott's Twitter Ohio Society of CPAs This episode is brought to you by Money & Mimosas. Learn how you can join our 2019 CPA Partner Program.

In this week's Future of Accounting podcast episode, Hitendra Patil shares insights on how AI and Big Data are shifting the accounting profession. Hitendra Patil is the Director of Practice Development at Accountant's World and the author of ACCOUNTANEUR: The Entrepreneurial Accountant Insights into Today's Emerging Opportunities. In this episode you will learn: What exactly is Big Data and AI Practical applications of Big Data and AI for accountants to better serve their clients Affordable tools that any firm can implement now to automate advanced functions Resources mentioned: Receipt Bank MindBridge- the first AI auditor X.AI- virtual email assistant  ACCOUNTANEUR by Hitendra Patil Presentation by Hitendra Patil describing the entrepreneurial accountant Accountant's World This episode is brought to you by Money & Mimosas. Click here to learn more about our CPA Partner Program.

In this episode, Sophia Loh walks us through her career journey from studying accounting + finance at UC Berkeley, to exploring various roles within accounting including being CEO of her own accounting software company, before landing a Partner role at Frank, Rimerman + Co. One of the top 10 accounting firms in the San Francisco Bay Area and one of the top 100 in the nation. If you have the goal of becoming partner, this is the episode for you! You will learn: The skillset it takes to jump from manager to partner Sophia's guidance on how to effectively manage overwhelm during the busy season Why the future of accounting means you have to be able to think big picture and how to start practicing that now Resources mentioned in this episode: Wharton Business Radio podcast Sophia Loh's LinkedIn Frank, Rimerman + Co website This episode is brought to you by Money & Mimosas. 

In this episode, Damien Martin shares his career journey to becoming National Tax Assistant Director at BKD.  He began his career as a music major at UC Berkeley, before going on to finish his Masters in Taxation at Golden Gate University. Before becoming a director at BKD, he cultivated an expertise in working with high-net worth individuals on estate planning. In this episode you will learn, 1. Why Damien chose tax as his focus in accounting 2. How he is positioning his firm as a place of value as tax filing becomes more automated Resources mentioned: 1. Damien's LinkedIn 2. Annette Nellen 3. Damien's Twitter 4. Simply Tax podcast 5. Trusted Advisor by David Maister   This episode is brought to you by Money & Mimosas.

The Future of Accounting episode is back! In this episode, I share what I've been up to these last couple of months and insights I've learned from the hundreds of accountants I've met during the Future of Accounting podcast roadshow with Avalara. During Season 3, I'll be covering three major themes with interview guests. The importance of updating technology within your firm Thinking outside the box in terms of how you market your firm and the services you provide to your clients The importance of developing a brand I am so excited to introduce you to amazing guests and share the opportunities I have for your firm through the Money & Mimosas community. This episode is brought to you by Money & Mimosas.