Podcasts about senior accountant

Dustin Dobbs is the President of Dobbs Tire & Auto Centers, a family-owned business headquartered in St. Louis. Under his leadership, Dobbs Tire & Auto Centers has expanded to over 50 locations across Missouri, Illinois, and Texas. Dustin was immersed in the family business from a young age, instilling in him a strong work ethic and commitment to the company's culture and values. He believes in empowering employees rather than micromanaging them. Hunt Demarest is a Senior Accountant at Paar, Melis & Associates, an accounting and tax firm specializing in automotive repair shops. He believes that accounting should always be made easy to understand for business owners. Hunt also hosts the Business by the Numbers podcast, where he shares financial advice and accounting insights. Walter Lybeck is the CEO of Point S Tire and Auto Service, a member-owned cooperative with hundreds of independent tire dealers across the country. He believes in building relationships and camaraderie among employees. Walter stresses the importance of saying "yes" to opportunities, even when hesitant, and turning those opportunities into successes. Steven Fafel is co-founder of AutoOps, an online scheduling tool that integrates with most shop management systems. Steven believes that all marketing efforts in a shop should include the option for online scheduling. He also believes that good customer service is key to customer retention, even more than online scheduling. Ron Dolan is the President of Sailun Tire North America. He believes the key to success in sales is connecting with people, telling the truth, and treating them the way you want to be treated. Ron worked his way up in the industry by proving himself as a salesman, earning the trust of his customers with honesty — even turning down sales if he didn't believe in a product. In this episode… The tire and auto repair industry is a competitive market where businesses are constantly looking for ways to stand out and attract customers. How can shops build a loyal customer base and achieve long-term success in such a demanding industry? According to Dustin Dobbs of Dobbs Tire & Auto Centers, Hunt Demarest of Paar, Melis & Associates, Walter Lybeck of Point S Tire, Steven Fafel of AutoOps, and Ron Dolan of Sailun Tire North America, the keys to success in the tire and auto repair industry include exceptional customer service, employee empowerment, transparent and honest sales practices, and a focus on building long-term relationships rather than just chasing quick profits. On this episode of Gain Traction, Mike Edge looks back at conversations from past episodes that featured Dustin, Hunt, Walter, Steven, and Ron. Listeners will learn how these industry leaders have achieved remarkable success in the tire and auto repair industry by focusing on company culture, customer retention strategies, the importance of online scheduling, analyzing gross profit per hour, and the power of building strong relationships with both customers and employees. Here's a glimpse of what you'll learn:  [02:05] How employee appreciation impacts long-term business success [04:28] Effective pricing strategies based on convenience over competition [06:02] The benefits of relationship-oriented business purchases over price-focused ones [07:33] How deep customer relationships can be created from going above and beyond [09:46] The role of after-hours touchpoints in converting and retaining customers [10:36] How offering scheduling flexibility enhances customer experience and loyalty [11:58] The power of transparency and honesty in B2B sales for lasting partnerships [14:28] Why nurturing B2B relationships provides enduring sales success Resources mentioned in this episode: Dustin Dobbs Dobbs Tire & Auto Centers Hunt Demarest on LinkedIn Paar, Melis & Associates Walter Lybeck on LinkedIn Point S Tire Steven Fafel on LinkedIn AutoOps Ron Dolan on LinkedIn Sailun Tire North America Mike Edge on LinkedIn Tread Partners Quotable Moments:  “You have to empower your people. You have to let them know that you were supporting them.” - Dustin Dobbs “Margins are back up because they'll be upfront with the customer. Hey, you know what? It's here. It needs tires. We can put it on there. No, I'm not going to kill you on the price, but you also aren't looking for cut-rate prices.” - Hunt Demarest “When everyone's in it for the group, and they're not in it for the self, then it creates a much deeper fabric.” - Walter Lybeck “Every single piece of marketing that you do should at least provide the option for a customer to schedule online.” - Steven Fafel “When you're in B2B sales — I've always been in long-term relationships. I've had relationships with people for 20 years. So it's a long game, where other types of sales, it's about closing very quickly.” - Ron Dolan Action Steps:  Empower your employees: Encouraging employee autonomy fosters a culture of innovation and professional growth. Maintain core company traditions: Maintaining traditions boosts employee morale and strengthens corporate culture. Prioritize relationship building over price: Building strong customer relationships leads to loyalty and repeat business, overshadowing the lure of competitive pricing. Leverage online tools for customer convenience: Offering online scheduling and other convenient digital interactions meets modern customer expectations. Practice honest and transparent salesmanship: Honesty plays a key role in long-term partnerships and trust-building within B2B relationships. Sponsor for this episode... This episode is brought to you by Tread Partners.  At Tread Partners, we provide digital marketing for multi-location tire dealers and auto repair shops.  By using our strategy, branding, and marketing services, we help shops sell more tires and put more cars in bays. We've helped companies like Action Gator Tire, Colony Tire and Service, and Ulmer's Auto Care Center bring extreme growth in paid leads, ROI, and searches.  So, what are you waiting for? Visit www.treadpartners.com or email info@treadpartners.com to learn more.

The journey from being a solo finance expert to architecting a robust finance function is complex. Knowing where to begin and how to proceed can shape the future of your department and company.In this episode, host Melissa Howatson welcomes Amy Ward, CFO of Blue River PetCare, to discuss the intricacies of building a finance function from the ground up. Amy shares her journey from Senior Accountant to CFO, offering valuable insights into the strategic approach required to align finance with organizational goals and drive sustainable growth. Amy joined Blue River PetCare's team in 2014 as a Senior Accountant and, since then, has played a critical role in the development and management of their Accounting and Payroll teams.Discover how finance leaders should navigate hiring, technology investments, and cross-departmental collaboration as they build and nurture a finance team to drive long-term success.Discussed in This Episode:The most important considerations for finance leaders before making their first hireWhy Amy invested first in her accounts payable team, and how she now views this function as a breeding ground for talentHow to assess the technologies a business truly needs at various stages of its growthNavigating the challenges of transitioning from a small to a larger, more complex finance functionWhy culture fit is often overlooked in finance, but is just as important as in any other part of the businessWhy cultural fit is often overlooked in finance, but is just as important as in any other part of the business

The journey from being a solo finance expert to architecting a robust finance function is complex. Knowing where to begin and how to proceed can shape the future of your department and company.In this episode, host Melissa Howatson welcomes Amy Ward, CFO of Blue River PetCare, to discuss the intricacies of building a finance function from the ground up. Amy shares her journey from Senior Accountant to CFO, offering valuable insights into the strategic approach required to align finance with organizational goals and drive sustainable growth. Amy joined Blue River PetCare's team in 2014 as a Senior Accountant and, since then, has played a critical role in the development and management of their Accounting and Payroll teams.Discover how finance leaders should navigate hiring, technology investments, and cross-departmental collaboration as they build and nurture a finance team to drive long-term success.Discussed in This Episode:The most important considerations for finance leaders before making their first hireWhy Amy invested first in her accounts payable team, and how she now views this function as a breeding ground for talentHow to assess the technologies a business truly needs at various stages of its growthNavigating the challenges of transitioning from a small to a larger, more complex finance functionWhy culture fit is often overlooked in finance, but is just as important as in any other part of the businessWhy cultural fit is often overlooked in finance, but is just as important as in any other part of the business

This week, The Cenergy Team wants to recognize the dedication, steady hand, and contributions of our Senior Accountant, Alex Shoushtari. --- Send in a voice message: https://podcasters.spotify.com/pod/show/patrick-ball/message

Hey there, Carlsbad community and beyond! Are you ready to dive into the stories of local leaders and game-changers? This is your host, Bret Schanzenbach, and you're tuning into episode 111 of "Carlsbad: People, Purpose and Impact." Today, we're unpacking the journey of a true entrepreneurial force, Ken Aurigemma, founder and owner of Strategic Business Alliance.Ever wonder what fuels the fire of a successful entrepreneur? Or how someone transitions from serving as a Coast Guard aviation navigator to becoming the CFO of a skyrocketing company like No Fear? Well, buckle up because Ken is here to share his incredible voyage from the East Coast to the heart of Carlsbad, where his passion for helping small businesses shines bright.We're talking big leaps, the power of family legacy, and the seismic shifts in the world of accounting where AI and advisory roles are changing the game. Plus, Ken will spill the beans on how he helped a solar company soar from $1.6 million to a jaw-dropping $188 million in sales! If you're curious about the future of small businesses, the impact of technology on traditional roles, or just love a good success story, this episode is for you. Don't forget, you can reach out to Ken for a strategic alliance that could revolutionize your business. Just visit strategic-ba.com or dial 760-573-1038 to start your journey.So, are you ready to be inspired and informed? Tune in now to "Carlsbad: People, Purpose and Impact" where local stories meet global insights. Ken's Bio:Ken Aurigemma is the founder and owner of Strategic Business Alliance, LLC, which serves small business owners in Southern California and across the U.S. Services include outsourced/interim controller/CFO services, Accounting services, (including bookkeeping and payroll), and consulting services for QuickBooks® and Xero.Ken understands the many demands that business owners face each and every day. He leverages his years of knowledge and CFO-level experience to provide these business owners with the necessary tools for managing and growing their companies, while also working closely with them to find solutions that save time and money on their accounting and operational needs.As a Certified QuickBooks Pro Advisor and Xero Certified Advisor, Ken provides setup, training, troubleshooting, and support services for QuickBooks and Xero. He has technical expertise and experience in the entire line of Intuit products including QuickBooks® Online, QuickBooks® Enterprise Solutions, QuickBooks® Point of Sale, Merchant Services, Payroll, and many more.Ken offers accounting solutions tailored to meet the unique needs of each client. He listens carefully to his client's needs and designs customized solutions while guiding his clients through the financial systems and management processes with patience and encouragement.Ken has over 35 years of professional accounting, auditing, and management experience. He graduated from Pennsylvania State University with his B.S. in Accounting after spending 4 years with the Coast Guard. Following graduation, Ken was employed by the military retailer Navy Exchange Service Command, where he held several positions: Internal Auditor from 1987 to 1990; Senior Accountant from 1990 to 1993; and Accounting Manager from 1993 to 2000. He later became a Controller for LEGO Brand Retail, Inc., the retail division of the LEGO Group, from 2000 to 2004. From 2004 to 2012, Ken served as Chief Financial Officer of No Fear, Inc. and its subsidiaries FMF, No Fear Retail and No Fear Racing. After leaving No Fear, Ken became the Director of Finance at Novasyte, LLC before he decided to part ways and create Strategic Business Alliance in 2014.When Ken is not working, he enjoys cycling, working out at the gym, walking on the beach, reading, travelling and supporting his wife, Christy, when she competes in Ironman triathlon events. He also enjoys sampling the local craft beers and travelling to Napa Valley and Paso Robles for wine tastings. He values his family time and looks forward to spending time with Christy and their dog, Holly, as well as their two older daughters, Nicole and Kirsten. Ken is an avid sports fan, favoring the Padres baseball team as well as the Penn State Nittany Lions football team. Each year, Ken returns to his alma mater to attend the Penn State Dance Marathon (THON), massive student-run philanthropy that raises funds and awareness for pediatric cancer, in support of his sister and her family.All the links you need:Ken's website: Strategic Business Alliance LLCFacebookLinkedIn Did this episode have a special impact on you? Share how it impacted youCarlsbad Podcast Social Links:LinkedInInstagramFacebookXYouTubeSponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

Good morning and happy Monday! This week we are joined by Vee Tan - Senior Accountant at DFK Nugents. Join us this episode as Vee takes us through the pivotal moments that shaped her career journey in Business Services. From her days as a university intern to becoming a seasoned professional in the field, Vee shares her experiences in navigating tax complexities, financial statements and handling clients while achieving work life balance as a working parent. Join us as Vee shares her strategies in closing the gap between academic and professional landscape.  Show your support for BoWTalks by subscribing on Apple Podcasts or following on Spotify. Alternatively, you can leave a review on Apple Podcasts.   Looking to join Banking on Women? Connect with us on Instagram, LinkedIn or visit our website. ⁠https://linktr.ee/bankingonwomen⁠   Looking to collaborate on BoW Talks episode? Say hi at ⁠podcast.director@bankingonwomen.org.au

Hunt Demarest is Senior Accountant at Paar, Melis & Associates, an accounting and tax firm specializing in automotive repair shops. Hunt is a seasoned CPA with a passion for optimizing team management and development, empowering shop owners with financial insights that drive greater success for their businesses. Armed with an economics degree from Penn State and an accreditation in business valuation, Hunt shares his wealth of knowledge as host of the podcast Business by the Numbers, where he provides valuable insights into the world of finance and accounting. Leveraging his expertise, Hunt authored the book Wrenches to Write Off's, guiding shop owners through the intricacies of tax season preparation and execution. In this episode… In the fast-paced world of auto services, understanding the nuanced differences between tire shops and traditional repair establishments is not just a matter of industry insight — it's a key to financial success. The commonly-drawn parallels between the two often overlook significant differences.  According to Hunt Demarest of Paar, Melis & Associates, tire shops are often compared to traditional auto repair shops without accounting for the significant variations in their revenue streams and profit margins. He explains that understanding the fundamental distinction between the two is crucial for realistic financial expectations. While a classical repair shop might achieve a 20% net income target, tire shops face a more challenging goal due to lower profit margins on tire sales. Hunt argues that a rule of thumb is that it may take about double the sales for a tire shop to achieve the same net income as a traditional repair shop.  On this episode of Gain Traction, Hunt and host Mike Edge unravel the intricacies of the automotive industry. Hunt's unconventional journey from an engineering major to an accountant sets the stage for a dynamic conversation. They explore the challenges of running an auto repair business, emphasizing the crucial role tires can play. Hunt's expertise shines as he provides practical insights into setting realistic financial targets and highlights the significance of analyzing gross profit in dollars per hour. Here's a glimpse of what you'll learn:  Hunt Demarest shares what he learned when he was a snack bar employee Why experience working with the general public can be valuable What attracted Hunt to become an accountant? How Hunt's accounting expertise can benefit auto shops Valuable business advice and observations from Hunt on multiple facets of tire and auto repair  The best movie Hunt has seen in the past year Why you shouldn't hire your brother-in-law as your accountant Resources mentioned in this episode: Hunt Demarest on LinkedIn Paar, Melis & Associates Todd Hayes on LinkedIn Joe Adams on LinkedIn Glenn Piccolo on LinkedIn Adams Automotive AutoShop Answers  Mike Edge on LinkedIn Tread Partners Sponsor for this episode... This episode is brought to you by Tread Partners.  At Tread Partners, we provide digital marketing for multi-location tire dealers and auto repair shops.  By using our strategy, branding, and marketing services, we help shops sell more tires and put more cars in bays. We've helped companies like Action Gator Tire, Colony Tire and Service, and Ulmer's Auto Care Center bring extreme growth in paid leads, ROI, and searches.  So, what are you waiting for? Visit www.treadpartners.com or email info@treadpartners.com to learn more.

Stephanie Folahan is a dedicated and accomplished professional with a rich history in the field of accounting and finance. As the CEO of Premier Accounting and Tax, Stephanie has made it her life's work to provide essential financial services to both individuals and small businesses. With a true passion for helping clients manage their financial affairs, Stephanie's expertise, experience, and unwavering commitment set her apart as a leader in her industry.Stephanie brings to the table nearly two decades of professional accounting and financial experience, making her a seasoned expert in the field. Her journey in finance began with a diploma in Accounting and Payroll, obtained during her college years. This academic foundation laid the groundwork for her impressive career.Early in her career, Stephanie spent five years as a Tax Preparation Specialist at H&R Block, honing her skills in the intricate world of tax preparation. This experience allowed her to develop an intimate understanding of tax regulations, which continues to serve as a valuable asset in her work today.Following her tenure at H&R Block, Stephanie transitioned to a role as a Senior Accountant at ABK Biomedical, where she spent another five years. This role broadened her expertise and proficiency, offering exposure to advanced financial principles and practices. Her work at ABK Biomedical further solidified her understanding of Generally Accepted Accounting Principles (GAAP) and enabled her to master essential financial software tools like MS Excel, QuickBooks, and Sage50.Stephanie's professional journey is underpinned by her unyielding dedication to assisting individuals and small businesses with their financial needs. Whether it involves taxes, accounting, or bookkeeping, Stephanie is devoted to providing timely, efficient, and supportive solutions to her clients. Her friendly, understanding demeanor and professional approach reassure clients that Premier Accounting & Tax Inc. is the ideal place to address their financial and accounting requirements.Outside of her professional endeavors, Stephanie is a loving mother of three and a devoted wife. Her ability to balance the demands of her career with her family responsibilities demonstrates her remarkable commitment to both her loved ones and her clients. Stephanie's passion for helping individuals and small companies with their financial affairs, combined with her extensive experience, makes her a respected and trusted figure in the world of accounting and taxation.

¡Listos para sumergirnos en el mundo de los impuestos y la contabilidad corporativa! En este episodio #155 de "Al Grano Con Los Negocios", tuve el placer de hablar con Andrea Sánchez, Senior Accountant de nuestra empresa "A Tiempo Payroll & Accountant Services". Aprenderemos cómo llevar una contabilidad ordenada puede brindarte ventajas significativas al presentar impuestos y otros temas cruciales para el éxito empresarial. ¡No te pierdas este casi tutorial!

Welcome Back to Chit & Chat; encouraging one another podcast, one of the most unique podcasts out there, in my opinion. In this episode we are featuring music by:    Raymond Hayden; Missing your Smile, you can check out his website at    https://raymondhayden.weebly.com/   as well as Spotify               Rocky Michaels: Long Summer Nights, His website is   https://rockymichaelsmusic.com/   He is also on Spotify.                    Porch Dogs: Forever and Not , you can find the Porch Dogs on you can find them on Facebook and Spotify as well.                Jennifer Mlott- Showdown, https://www.jennifermlott.com/ And she is also on Spotify. Thank you to my amazing sponsors:   Please check out these amazing businesses. I also want to thank my sponsors you can find each of these businesses on Facebook: From Silverdale Washington, Taquiza & Taquiza Street they have some really good authentic Mexican food, and are locally owned and operated. Also Thank you to Double D's BBQ & Smokery, they are a food truck out of Kington, Washington. Great tasting BBQ, locally owned by Navy Veterans. And Lone Star Donuts with locations in Port Orchard, Silverdale and soon in Poulsbo Washington. Great tasting, made fresh every day Donuts!! I also want to thank Alex Pablo and what Alex does is: His company specializes in assisting small to medium-sized local family restaurant establishments in enhancing their brand identity and cultivating a strong business image, thereby attracting a greater customer base and boosting sales. They provide some really great services aimed at effectively showcasing their enticing offerings, and implementing efficient online ordering software to drive increased online sales. Their objective is to empower these businesses to flourish and achieve sustained success in their respective markets. You can find him at www.aldentedigitals.com Also subscribe and follow this podcast as I continue to share encouraging, uplifting conversations with people from all over the world as well as fun, energetic music. Until next time this is Chit & Chat; encouraging one another podcast, "Where it's always about Encouraging others." www.chitnchatpodcast.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/jody-shuffield/message

Change management is hard. And digital transformation can be overwhelming. So being tasked with the job of guiding employees through the changes digital transformation brings might feel nothing short of intimidating. But with a commitment to meeting your employees where they are and a game plan that considers the current state of your T&E systems and processes and maps to the desired end state, the change can be seamless.In this episode of the SAP Concur Conversations podcast, Jenny Chen, Senior Accountant at Dermalogica, and Jeanne Dion, Vice President of the Value Experience Team at SAP Concur, discuss Dermalogica's recent digital transformation, the smart approach the company took to change management, and why intentionally taking a long-term view in creating scalable systems and processes was crucial to Dermalogica's success. Hosted on Acast. See acast.com/privacy for more information.

How often do we have an opportunity to hear the personal and professional story of an investor and leader who happens to play a significant role in one of the country's largest pension plans? Dan O'Grady is the Assistant Vice President – Investment Management for AT&T and is responsible for overseeing public equity and hedge fund programs across the company's nearly $100B in investment assets.  Before his current position at AT&T and its predecessors, Dan was responsible for strategic allocations as well as risk management and served as Manager – Capital Reporting; In addition, he was a Financial Analyst for Wilson Sporting Goods; and Senior Accountant for GATX.    Dan is a Chartered Financial Analyst, Certified Public Accountant, and Charted Alternative Investment Analyst and has a BA from University of Notre Dame, master's in accounting from University of Missouri, and an MBA from DePaul University.  He serves his community as Assistant Treasurer of the AT&T Foundation and on the investment committee at the Dallas Museum of Art.  Dan has been recognized for numerous industry awards, all of which he never mentioned in previous conversations.   On this episode, Dan shares more details about his personal and professional journey, building a team, proud moments, and commitment to financial literacy.

We got the basics covered. Now let's take some action. Tips to prevent fraud, and how to prepare for taxes, and so much more Meet Chichi Inyang, Senior Accountant at a firm in Virginia. She's always had an interest in taxes and crunching those numbers. Join us for some simple but candid tips on filing taxes. It's your money. You can link up with her on LinkedIn;https://www.linkedin.com/in/chichi-inyang-a7739b126 to learn more. Welcome to the lounge. The place where we hang out and laugh about what we will otherwise cry about if not discussed. An open space for men and women to talk about daily struggles, find inspiration, and learn from each other.    Follow us on Instagram:@sistas_letstalk Facebook:@sistasletstalk Check us out on our website: www.SLTpodcast.com. SLT is getting a new look! --- Send in a voice message: https://podcasters.spotify.com/pod/show/sistasletstalk/message

How do you file your taxes? Do you DIY or hire a tax accountant? Why must we even file taxes? These are some of the questions we posed to Chichi Inyang, Senior Accountant at a firm in Virginia. She has always had interest in taxes and crunching those numbers. Join us for some simple but candid tips on filing taxes. It's your money. Want to learn more, you can link up with her on LinkedIn;https://www.linkedin.com/in/chichi-inyang-a7739b126.Welcome to the lounge. The place where we hang out and laugh about what we will otherwise cry about if not discussed. An open space for men and women to talk about daily struggles, find inspiration, and learn from each other.    Follow us on Instagram:@sistas_letstalk Facebook:@sistasletstalk Check us out on our website: www.SLTpodcast.com. SLT is getting a new look! --- Send in a voice message: https://podcasters.spotify.com/pod/show/sistasletstalk/message

In my latest podcast episode Brianna Sheppard, Senior Accountant at ALA Partners shares her experience and perspective of being a female in the world of accounting and business. Brianna gave a fantastic speech at our 2022 Young Guns Workshop on this very topic and I wanted her to share more on the podcast. We talk about Brianna's journey into leadership, balancing her personal life and career, and how that speech came about.

Listen to CDS Experts Partner, Kelly O'Farrell, CPA, CVA and Senior Accountant, Nate Gwost, CPA as they share insights on Exit Planning.

Shane Sullivan, Senior Accountant at Avant Communications, talks about his passion for watching films and how this passion helps him develop relationships in the office, why it's important to care about other people's passions, and much more!

Are you an HVAC business owner looking for ways to maximize your tax savings before the end of the year? In our latest podcast episode, we have the pleasure of chatting with Mitchell Sharpe, Founding Partner of SKC & Co. CPAs, LLC, and expert in all things taxes. With over 40 years of experience as a trusted advisor, mentor, and coach for entrepreneurs, Mitchell knows a thing or two about helping business owners achieve their financial goals. He takes a holistic approach, evaluating both personal and professional goals and developing strategies to achieve them in the short and long term. And as the Founding Partner of SKC & Co. CPAs, he practices what he preaches by ensuring the company is always ahead of the curve and planning for the future. Not only is Mitchell a Certified Public Accountant and member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants, but he also received his MBA in Accounting and BA in Economics from Rutgers State University. He's even spent time as a Senior Accountant at Gikow, Bierman, and Talesnick and a Staff Accountant at Price Waterhouse Coopers. And in his spare time, he coaches AAU basketball, mentors his players for college, and enjoys fishing, hiking, and reading – so you know he's a well-rounded and exciting guy. So, if you want to save on taxes for your HVAC business before the year is up, make sure to tune in to our podcast with Mitchell Sharpe. He'll share expert tips and tricks to help you outsmart the tax man, and reach your financial goals, and you'll also learn... 0:20 Introducing Mitchell Sharpe 2:37 The Inspiration Behind Mitchell's Career as a CPA 6:38 Taking the Leap into Business Ownership: The Motivation Behind Mitchell's Decision to Become an Entrepreneur 11:56 Mitchell's Holistic Approach to Working with Clients 22:44 End-of-Year Expert Strategies for HVAC Business Owners to Save on Taxes 30:04 About The Cash Balance Plan 37:45 Client Success Stories: How a Holistic Approach to Finances Improved Outcomes for Business Owners 51:36 What Does Financial Freedom Mean to Mitchell 54:35 Mindset Shifts to Overcome Mental Roadblocks to Financial Freedom 58:27 Mitchell's Final Advice + Ways to Connect With Him Don't miss out on this opportunity to get valuable insights from Mitchell – join us for our latest episode of HVAC Financial Freedom!

    Slam the Gavel welcomes Charles Buchanan-Boardman, Senior Accountant to the podcast. We discussed a situation where his great Aunt's employee gained Power of Attorney and taking all of his father's inheritance. However, there were a lot of people who wanted their money.    The home care worker became the personal assistant of the employee with Power of Attorney after his great Aunt's death. There has been in social media comments by the person who claimed that Mayor Goodman's son attempted to make himself a beneficiary of Charles' Great Aunt's estate.     We also discussed parts of the account of her death that her home care worker posted to Facebook. This podcast is to serve as a warning to families where a loved one becomes ill and anyone can walk in and take over their estate without anyone knowing.      The advice Charles gives is to be proactive in addressing these issues while the relative is alive to eliminate probate. Work with an attorney and a certified financial planner so you are proactive in keeping up with your estate planning and doing a will and living will. Keep an eye on fraud by checking your credit report so there is no identity theft to get assets.     The “guardian” should be a family member, and to keep an eye out for elderly family members and make sure that when their health declines that you follow up and proactively be there “guardian.” Children should be involved in what is going on before someone else comes into the picture.     Politicians need to step in and be advocates for families in this matter as it is far too easy for a complete outsider to come in and hijack a family assets. Families need to have more involvement and a greater say.To reach Charles: Charles can be found on LinkedIn and buchananboardman@yahoo.comSupportshow(https://www.buymeacoffee.com/maryannpetri)http://beentheregotout.com/http://www.dismantlingfamilycourtcorruption.com/Support the showSupportshow(https://www.buymeacoffee.com/maryannpetri)http://beentheregotout.com/http://www.dismantlingfamilycourtcorruption.com/

   Slam the Gavel welcomes Charles Buchanan-Boardman, Senior Accountant to the podcast. We discussed a situation where his great Aunt's employee gained Power of Attorney and taking all of his father's inheritance. However, there were a lot of people who wanted their money.    The home care worker became the personal assistant of the employee with power of attorney after his great Aunt's death. There has been in social media comments by the person who claimed that Mayor Goodman's son attempted to make himself a beneficiary of Charles' Great Aunt's estate.      We also discussed parts of the account of her death that her home care worker posted to Facebook. This podcast is to serve as a warning to families where a loved one becomes ill and anyone can walk in and take over their estate without anyone knowing.      The advice Charles gives is to be proactive in addressing these issues while the relative is alive to eliminate probate. Work with an attorney and a certified financial planner so you are proactive in keeping up with your estate planning and doing a will and living will. Keep an eye on fraud by checking your credit report so there is no identity theft to get assets.     The “guardian” should be a family member, and to keep an eye out for elderly family members and make sure that when their health declines that you follow up and proactively be their “guardian.” Children should be involved in what is going on before someone else comes into the picture.      Politicians need to step in and be advocates for families in this matter as it is far too easy for a complete outsider to come in and hijack a family assets. Families need to have more involvement and a greater say. To reach Charles: Charles can be found on LinkedIn and buchananboardman@yahoo.com Supportshow(https://www.buymeacoffee.com/maryannpetri) http://beentheregotout.com/ http://www.dismantlingfamilycourtcorruption.com/ --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/maryann-petri/support

Welcome to Five & Thrive: a weekly podcast highlighting the Southeast's most interesting news, entrepreneurs, and information of the week, all under 5 minutes.  My name is Jon Birdsong and I'm with Atlanta Ventures. Product of the Week: Last week we covered an innovative hardware product to deter car break-ins, this week we're back at it with another hardware company led by Akshita Iyer. This company is called Ome. Ome upgrades your kitchen starting with the most vulnerable and dangerous areas - the stove. More specifically the stove knob. Ome Kitchens smart knobs connect to your mobile app so you have full control of the stove, even when you're not in the kitchen. Akshita turned down $800k from the Shark Tank judges,  a product and name iteration before their current offering today. From the sounds of it, product is being developed and stoves are getting smarter and safer. Give Ome Kitchen a look.   Another product of the week is called BackSpace run by serial entrepreneur, Faiz Imran. After successfully building a marketing agency and working with dozens of influencers and builders of online communities, he saw and felt the acute pain that brand builders and community galvanizers face which is monetizing their community. For example, let's say you're a fitness influencer through Instagram and Tik Tok and want to engage deeper and deliver differentiated product offerings throughout the community experience. Enter BackSpace where communities around people and products can engage through live chat, premium community levels, and simple mechanisms to up sell and cross sell passionate consumers. If you or any of your friends have built substantial communities online, check out BackSpace.  Companies Worth Applying To:  This week the company worth applying to is called Itential as they are looking for a Senior Accountant. This would be a great opportunity to work with a software company from a finance perspective and get great experience a level or two under C-level leadership. Ian Bresenhan, is the CEO of Itential and they make it simple for businesses to navigate a dual network ecosystem into one. What does that mean? Over the past few decades companies have built their businesses on physical or on-premise networks. Then the cloud came along. Now, how does a business who has some networks on prem and some networks in the cloud co-exist, coordinate data, and seamlessly operate. Welcome to Itential. They are hiring for several roles.  Events to Put on the Calendar:  Atlanta Healthcare Entrepreneurs Meetup is on Wednesday, October 5th with Atlanta Ventures Partner A.T. Gimbel who will be interviewing Ascend Medical CEO, Jason Madsen. The topic of conversations will be around the lessons and learnings Jason experienced co-founding WellStreet Medical and now running Ascend Medical which brings the doctor's office to you. Ranging from telemedicine to home visits to mobile testing, Ascend is reimagining the healthcare experience starting with location.  Beta Product of the Week:  This company is truly laying brick by brick and producing a strong foundation and that company is called ToolPath. Andy Powell, co-Founder of Atlanta success story CallRail, is on to his next company which is focused on manufacturing technology. ToolPath is making it easier to create CNC machined parts — from prototyping to mass production, and they are doing this by building cloud-based CAM software to automatically create g-code programs for CNC machines. Let's elaborate on those hieroglyphics.   CNC machining is a procedure used in most manufacturing operations. CNC stands for Computer Numeric Control and deals with the use of a single-setup or more computer to administer actions of different machine tools and in ToolPath's case, specifically mills for now. And CAM stands for computer aided software. So now with ToolPath, the opportunity for CNC just moved from the horse and buggy to a car because the software brings accessibility and convenience to the CNC market. Keep tabs on ToolPath and go to their website for an early look.    Annnnd, that's 5 minutes. Thank you for listening to Five and Thrive. We provide 5 minutes of quality information, so you can thrive in the upcoming week. Please subscribe to the show and spread the good word!  Resources discussed in this episode:   Product of the Week:  Ome Kitchen BackSpace Companies Worth Applying To: Itential Rolls Open Events to Put on your Calendar:  Atlanta Healthcare Entrepreneurship Meetup  Beta Product of the Week: ToolPath

With all of the current economic uncertainties, Solos have every right to be on edge. Today we check in with Andrew Shapowal on hot button financial topics such as retirement, kids going to college and how to keep your head above water when prices keep rising. Andrew Shapowal is a Senior Accountant and Digital Asset Specialist with Canon Capital Management Group. He is a Certified Public Accountant who has recently become an Accredited Investment Fiduciary (AIF®) and is currently pursuing the Personal Financial Specialist (PFS) credential. He also holds the Certificate in Blockchain and Digital Assets. What is your experience in these strange economic times? Share with us at www.soloprpro.com.

Herbie Newell fully shares the loving gift of adoption. Before joining Lifeline Children's Services as their Executive Driector, Herbie was the Senior Accountant for Warren, Averett, Kimbrough, & Marino, an accounting firm in AL. Trust this, every non-profit organization would love to have a top-notch accountant on staff, but Herbie's heart is for the child waiting to be adopted, hoping for a home where a family wants them as their own. Lifeline Children's Services places children in Christian homes. What an accomplishment as you hear Herbie's story.

Senior Accountant for Florida Polytechnic University, mom of two sweet girls, and wife, Brittaney Sottile-Roe is on the podcast this week! Brittaney shared how when she has fear, her faith in God helps her through bad times. She shared how her car had gotten broken into and how Exodus 14:13 brought her so much peace in a moment of heartbreak. Moses answered the people, “Do not be afraid. Stand firm and you will see the deliverance the Lord will bring you today. The Egyptians you see today you will never see again. Exodus 14:13 NIV Thank you, Brittaney for your time and for sharing how God has been working in and around you! What a gift to hear how He is using you for His glory! Thanks again, sister. xoxo

Juliette Albo is a Senior Accountant in institutional asset management at Fidelity. On this episode, Juliette opens up about how she was born and raised in France then moved to the US at age 13. She discusses her family dynamic and how the transition was while dealing with the cultural differences. Juliette talks about how she played sports to make friends after moving and what the educational system in France was like compared to the US. We go on to discuss what our experience was like together in a toxic work environment. Join us in this fantastic conversation on cultural differences, traveling, and mental health.

Riley McCunn is a Senior Accountant with Deloitte Canada in their Ottawa office and a successful 2021 CFE writer. She is a 2019 Dalhousie Rowe School of Business graduate where she majored in Accounting. Riley joined Sam to discuss her approach to studying for the CFE, what her plans are next now that she successfully passed the CFE and shared some advice for 3rd and 4th year business school students who are thinking about majoring in Accounting. --- Riley's Info: LinkedIn: https://www.linkedin.com/in/riley-mccunn/ Sam's Info: LinkedIn: https://www.linkedin.com/in/samantha-taylor-64b93558/ Email: thesamtaylorpodcast@gmail.com

Nicole Bain is a recent successful CFE writer, Dalhousie graduate and current Senior Accountant with KPMG Canada. She joined Sam to discuss her education path to becoming a CPA. From her Dal preparations to the Queen's GDA program she completed to accelerate her CPA. She also shared her personal side, what it was like to be immediately forced into online school, working from home and the challenges of a busy season at KPMG, to finding something outside of work that you enjoy to fulfill your free time. -- Nicole's Info: Email: nicolebain000@gmail.com LinkedIn: https://www.linkedin.com/in/nicole-bain-495090ab Sam's Info: LinkedIn: https://www.linkedin.com/in/samantha-taylor-64b93558/ Email: thesamtaylorpodcast@gmail.com

Have You Seen This Person?

In this episode, CPA and Senior Accountant, Thomas Stoeckman, provides individuals with insights for the 2022 tax filing season.

Craig H. Misrach is the President of UpLyft™ and joined the organization in 2018 to help spearhead the company's product launch and commercialization efforts. Prior to UpLyft™, from 2006-2014 Mr. Misrach was the Founder, Chairman and CEO of Freedom Meditech, a diabetes medical device company he led from concept through FDA 510(k) clearance and global marketing and sales. Freedom Meditech completed a sale of the business to Sinocare, LTD in China in November 2016. From 2016-2018, Mr. Misrach served as a Series 7, 31, and 66 licensed Investment Advisor for AB Bernstein in La Jolla, CA where he crafted wealth management plans for corporate executives and closely held business owners in preparation for selling their respective businesses. Mr. Misrach began his career at Deloitte where as a Senior Accountant he audited various lower middle-market businesses and assisted in the preparation of S-1, 10K, and 10Q filings for various public companies. In addition to his responsibilities at UpLyft, Mr. Misrach is the Founder & Managing Director of Poppy Capital (a private equity acquisition fund) and serves on the Board of Directors of Aculief (consumer medical products company) and the Jewish Community Foundation San Diego ($500M+ philanthropic endowment). Mr. Misrach maintains an active Certified Public Accountant (CPA) license in the State of California, has a B.S in Accounting and Finance from Indiana University, and an MBA in General Management from the Darden Graduate School of Business at the University of Virginia Helpful links: Website: https://myuplyft.com/ Connect with UpLyft on Social Media: Facebook: https://www.facebook.com/MyUpLyft/ Instagram: https://www.instagram.com/myuplyft/ LinkedIn: https://www.linkedin.com/company/myuplyft/ Learn more about our podcast Enabled Disabled, please visit: https://www.enableddisabled.com/ Ways to Contribute to the Enabled Disabled Project The Enabled Disabled Project is funded and supported by Gustavo Serafini and patrons like you. Every dollar goes a long way to make this project possible, and to help connect people from around the world. We keep our patrons posted on the latest development and resources made available because of your support. https://www.enableddisabled.com/contribute --- Send in a voice message: https://anchor.fm/enableddisabled/message Support this podcast: https://anchor.fm/enableddisabled/support

In this episode of Come Mek We Talk I talk to Notoya Blackwood. Born in the Jamaican parish of Clarendon and raised in Spanish Town, she migrated to the United States as a teen. She studied Business Administration in college and is currently a Senior Accountant by profession, CEO of her jewelry line Moderately You, A DIYer, and a realistic dreamer. She says that while some people were born with some form of a spoon, she was born with a tree twig but she has planted that twig and has been slowly watching it grow. She firmly believes that no one owes anyone anything and in life, we all have to work hard for what we want. Notoya, come mek we talk. Loved this podcast? Please subscribe, gimme a like, share it with a friend or comment your thoughts below. Love my energy and think that we would work well together? Send me an email and let's talk: shanique.campbell42@gmail.com SERIOUS INQUIRIES ONLY! Want to check me out on social? Follow me here: https://www.instagram.com/shancampbell718/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/come-mek-we-talk/message Support this podcast: https://podcasters.spotify.com/pod/show/come-mek-we-talk/support

Sullivan Finlay, a Senior Accountant at Salesforce, talks about his passion for improv comedy, how it has improved his skills in his career as an accountant, and why it's so important to have a work culture that is open to people expressing their passions!

Danie Senske, a CPA from Bland & Associates, P.C., stopped by to discuss her fresh perspective on being an advisor in an industry that is historically based on processes and procedures. She officially joined Bland as an Associate in January 2012, a position she held until promoted to a Senior Accountant in 2014.  In just one year, she was promoted to Supervisor then Manager and now serves as a Tax Director, focusing on partnership, corporate and individual taxation with a heavy concentration in the real estate industry. Her client base consists primarily of real estate investors, brokers, developers, property managers, and construction contractors.About Bland & Associates, P.C.:For over 40 years, Bland & Associates, P.C. has embraced the diversity of its client base and offers customized solutions to fit YOUR business needs.Whether you are a small business venture or a corporation with locations in multiple states, we draw on our extensive experience and long-term relationships with attorneys, bankers, and financial service providers to provide you cost-effective means to meet, maintain and surpass your financial expectations. Our hands-on approach works to increase your cash flow by maximizing organizational efficiency while our tax services minimize your organizational tax burden.And when the time is right, we can help YOUR business plan for the future. Bland & Associates, P.C. develops personalized, cost-effective succession planning that maximizes your value, while making sure the goals you intended for your business are achieved.Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/Bland & Associates, P.C.: https://blandcpa.com/LAUNCH: https://getlaunch.io/Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/Danie Senske: https://www.linkedin.com/in/danie-senske-cpa-95527681/This episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT'S WHERE LAUNCH COMES IN.Access the full-revenue potential in your existing book of business. See opportunities other agencies can't. Offer more value. Gain a competitive advantage in a commoditized market.Visit https://getlaunch.io/ to learn more.

Laura Taylor is a Senior Accountant for Finance and Assets at SA Water. Laura is a Chartered Accountant with over 10 years' experience working within large corporations. Laura started her career in Brisbane, working there for 4.5 years, coming back to Adelaide for 6 months and then took her expertise to the United Kingdom where she gained valuable experience working with global brands. Bringing her experience and expertise back to Australia, Laura continues to have a successful career whilst continuously searching for ways to learn and grow as an accountant.

In this episode Thom Singer sits down with Craig Misrach, CEO of Uplyft. Thom met this experienced entrepreneur when Craig was a finalist in the San Diego Angel Conference in March 2021 (when Thom served as the master of ceremonies for this business competition). In this in-depth conversation the two talk about raising capital, manufacturing a product, building a team, and other important activities in growing a company. About Craig Misrach  Craig Misrach has over twenty years in business with CEO, CFO, and COO leadership experience growing medical device, diagnostics, and healthcare equipment companies while also professionally advising business owners and executive teams regarding mergers and acquisitions. He joined Uplyft in 2018 to spearhead the company's product launch and commercialization efforts. Prior to joining Uplyft, Craig was the founder, chairman, and CEO of Freedom Meditech, a diabetes medical device company her led from concept through FDA 510(k) clearance and global marking and sales.   Craig Misrach began his career at Deloitte, where as a Senior Accountant he audited various lower middle-market businesses and assisted in the preparation of S-1, 10K, and 10Q filings for various public companies.  In addition to his responsibilities at Uplyft, Mr. Misrach is the founder and managing director of Poppy Capital (a private equity acquisition fund) an serves on the Board of Directors of Aculief and the Jewish Community Foundation of San Diego. Craig maintains an active CPA in the State of California and has an MBA focused in Entreprenuership, Venture Capital, & General Management from the Darden School of Business at the University of Virginia. About Uplyft UpLyft™ is the first FDA-compliant Self Transfer System (“STS”) from bed to wheelchair for people with limited mobility. In 1 minute, a person can self-transfer him/herself with UpLyft™ from a horizontal lying down position in bed into their wheelchair. UpLyft™ replaces slings, body boards, and other inferior “lift to stand” mechanisms that require nursing assistance and physical force to transfer individuals with mobility challenges. UpLyft™ began in 2016 when their Founder, Anton Simson, a mechanical engineer with a penchant for invention, developed the first prototype in his garage. Anton's dear friend's son had recently been in a bicycle accident that tragically resulted in him becoming paraplegic. After the incident, his wife became his primary caregiver and, after hearing about their hardships, Anton set to work to find a product that could help. Upon learning that no adequate technologies existed for assistance getting out of bed, Anton made it his mission to develop a solution. Five years and nine prototypes later, UpLyft™ has become more than just a product — their ultimate goal to improve peoples' lives. HTTPS://thomsinger.com/podcast/uplyft Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrea Wimmer, CPA and Senior Accountant, provided insight on the Outsourced Accounting Services work she does for clients.

We have a great time with Elise, who saves animals with numbers! We love it when our guests can mix their special interests and passions together at work.

We are back with Episode 13, where Dimitri is again joined by our friend and Senior Accountant, Ilias Dimopoulos.  Dimitri and Ilias will unpack the systems and goals you need to create and protect wealth in your '30s - Like, having an "exit strategy" when buying a property with friends or family.  If you are after practical and achievable tips for creating and protecting wealth in your '30s then this episode is for you. 

Ep 045: The next jackpot for the next Powerball drawing has hit $1.5 billion. If you win it, you won't ever have to worry about money again--right? Wrong. With good money management you--and your heirs--could live handsomely for many, many years. But from the moment that you claim that prize, you will be descended upon by vultures who want a hefty helping of those winnings. And if you didn't have smart money habits up until now, you could easily turn out to be your own worst enemy by quickly squandering the fortune.  There's actually a term for this, it's called a "Lottery Curse Victim"!  With that, we have wanted to tackle the concept of winning the Powerball with three pillars of help: legal, tax, and financial advisory. Our first guest was recently on episode #39 -Estate Planning Mistakes that Lead to Probate Litigation, she is on the executive committee for Legal Services for the Elderly in Maine, the Maine Justice Action Group, a member of the Academy of Special Needs Planners, and an advisor to the Peaks Island Fund, a Maine Community Foundation fund. She also teaches elder law as adjunct faculty at the University of Maine School of Law. She was a member attorney of Maine Center for Elder Law, LLC prior to the Center merging with Perkins Thompson, P.A. in September of 2019. Our second guest joined BBSC Certified Public Accountants in 2015 as a Senior Accountant with 7 years of experience in public accounting and is now a Principal at the firm. He works with small to medium-sized businesses in a variety of industries, including real estate development, retail companies, service providers, and construction companies. He advises on and prepares returns for partnerships, corporations, and individuals. He also handles the Firm's personal property tax programs administered by the State of Maine and local municipalities, the BETE & BETR programs. Please welcome Barbara Schlichtman and Justin Freeman to the Retirement Success in Maine Podcast! Chapters: LEGAL SEGMENT – Barbara Schlichtman, Attorney [3:12] Basics about a trust and why estate planning is so important, especially in a case of wealth. [3:55] Why are Fiduciaries so important? [9:34] I WON! What is the timeline for getting the legal structures in place before claiming the prize? [20:55] What should people consider before gifting/donating away the prize money? [30:20] TAX SEGMENT – Justin Freeman, CPA [39:38] How are lottery and gambling winnings taxed? [41:34] From a tax perspective, when does it make sense for someone to choose the annuity payout or the lump sum payout? [45:22] When a pool of people purchases lottery tickets, and they win, how does that work from a tax perspective? [48:42] What happens if the lottery ticket is purchased in another state? [50:36] How much can charitable giving help reduce the tax bill over time? [54:40] How can a trust receiving the winnings help from a tax perspective? [1:01:39] FINANCIAL PLANNING SEGMENT – Guidance Point Advisors, LLC [1:10:07] Annuity or Lump Sum, and why? [1:11:33] How to invest the money? [1:18:41] What to consider when realizing your dreams after winning the Powerball? [1:25:08] What are some practical things to be doing with the winnings? [1:32:39]

Jon talks with CFO, Avec O'Brien about how the right CFO in your company can accelerate your decision making and growth! Avec G. O'Brien, is the U.S. & Mexico Controller for Mastronardi Produce/SUNSET. In this role she is responsible for the financial affairs of the organization and focuses on a broad range of financial, operational, strategic and executive leadership issues impacting the organization. Avec is an Officer of the Board of Directors of the Detroit chapter of Financial Executives International (FEI) and a National Board Director at the Association of Latino Professionals for America (ALPFA). She is a graduate of Leadership Detroit (LD XXXIII). Previously, Avec was Chief Financial Officer of the Detroit Science Center. Before that, she was a manager in the assurance and enterprise risk services practice of Deloitte & Touche, LLP. Avec also worked as office manager at Heidrick & Struggles and as Senior Accountant at PricewaterhouseCoopers, Mexico City. Simultaneously, Avec was an associate professor at the MBA program of the Instituto Tecnológico Autónomo de México. Avec has served as board member and as a volunteer of several Detroit-area nonprofits. She is the founding president of the Michigan chapter of ALPFA. Avec earned her Bachelor of Business Administration degree in Public Accounting from the Instituto Tecnológico Autónomo de México. Additionally, she earned her Master in Business Administration with Distinction from the University of Michigan Stephen M. Ross School of Business. Avec is a Certified Public Accountant and a Chartered Global Management Accountant. Avec resides in Novi, Michigan, with her husband Joe and sons James and Michael.   Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Avec O'Brien: Website: https://www.financialexecutives.org/Network/Chapters/Detroit/Home.aspx 

Senior Accountant Evelyn Perez talks about how she got into accounting, taught us a bit about her teammates, and her future political ambitions. We also learned how she developed a distaste for pork, which of her dogs is her favorite, and what she knows of her mom's enchiladas recipe.

In Episode 12, Dimitri is joined by our Senior Accountant, Ilias Dimopoulos. Together, they will venture into a new series to explore what wealth creation and management means for different people. This week Ilias asks Dimitri all the hard questions about people in their 20s – Like, how to become a millionaire? Dimitri, as always, is full of practical and achievable tips. If you are in your 20s or know someone in their 20s who is looking to get a head start in wealth creation and management, this episode is for you – Do not Miss Out!

Client Success Interview! Katie is an expert recruiter committed to act in the best interests of both client and candidate by delivering a diligent and personalized experience for everyone involved. Her firm, Ambrion, specializes in positions ranging from Senior Accountant or Financial Analyst to Chief Financial Officer and has been recognized as a top accounting & finance staffing firm in their area. Katie and I started working together at the end of November. Her goal was to make fewer calls and engage in a new way that drew attention to help her and help her firm stand out. I was totally impressed with how quickly she implemented the program and started to see an instant impact from her online presence. She has only implemented the Relevant Recruiter for 90 days now and has already led to several searches in the pipeline and a massive impact on candidate outreach. Want to learn how Katie Kelly is consistently getting conversations with her ideal clients and candidates without making a ton of outbound calls? Listen to this episode of the Relevant Recruiter Show! In this episode: Katie's journey into getting in the recruiting industry Importance of showing up in Social Media for your recruiting business How showing up differently can get you ahead of your competitors How Katie implemented the Relevant Recruiter for 90 days and has already led to several searches in the pipeline and a massive impact on candidate outreach How Katie Kelly is consistently getting conversations with her ideal clients and candidates without making a ton of outbound calls   Links: Website: https://ambrion.com/ LinkedIn: https://www.linkedin.com/in/katiekellyambrion/ ******************************************************************************** Website: https://donniegupton.com/ Facebook: www.facebook.com/donnieguptonmarketingcoach/ Instagram: https://www.instagram.com/donniegupton/ LinkedIn: https://www.linkedin.com/in/donnie-gupton-77284512/

Welcome to Conscious Conversations with Lo (me!) In this segment I have open, life changing convos with some of my closest friends (wolves) in Wellness. Each month we will explore an overall theme, and each episode will help you explore and resonate with the month's theme. This month's theme: Abundant Mindset This month we will allow our abundance to flow to us with ease. We have an amazing line of incredibly talented wolves who will be sharing their genius with you. Episode 10 features Keanna V. is a true lover of all things wellness, wealth and securing all the bags. She currently serves as a Senior Accountant in the advertising industry and she is the host of the Money And podcast - a podcast for those seeking a healthy relationship with money through self. Keanna is also the founder of KV Speaks, offering coaching and accounting services to service or product based businesses that are aligned with personal finance, spirituality, holistic wellness and the advancement of Black people. We go over: 3 foundational tools for abundance Self care affects your money Why you need to embrace delusion Be sure to: SUBSCRIBE RATE COMMENT + SHARE this episode with your wolves! Claiming the #1 podcast for Black Mental + Spiritual wellness Want to love on Keanna some more? Maybe even have your very own Conscious Convo with her? Here is where you can check her out: 1. Check out her podcast 2. Inquire about her services 3. Check out her insights via social --- Send in a voice message: https://anchor.fm/lobaland/message Support this podcast: https://anchor.fm/lobaland/support

Zachary Brant is a Senior Accountant at KPMG Canada in their Ottawa, Ontario office. He is a Dalhousie graduate and a successful 2020 CFE writer. Zach became an entrepreneur at the age of 14, a business of which is in its 8th year of successful operations. He joined Sam to discuss his transition out of school and into the workforce and the challenges and lessons he has learned. Zach's Info: Email: zachary.brant@dal.ca LinkedIn: https://www.linkedin.com/in/zachary-brant-aab8a7113/ Sam's Info: Email: thesamtaylorpodcast@gmail.com LinkedIn: https://www.linkedin.com/in/samantha-taylor-64b93558/

Do you know your China accounting well enough? Cathy Zhang is a senior accountant and tax consultant with more than 20 years experience working with foreigners on their China accounting. We talked about income tax in China, setting up companies in China, China green card, China's social security, and much more. Find Cathy via her website: https://cathytax.com/ Watch this podcast on YouTube: https://youtu.be/7HDVaQ6y9Tk Make sure to follow us on our social media: Facebook: https://www.facebook.com/ofcoursechina Instagram: https://www.instagram.com/ofcoursechina/ Twitter: https://www.twitter.com/ofcoursechina LinkedIn: https://www.linkedin.com/company/of-course-china Email: ofcoursechina@gmail.com --- Send in a voice message: https://anchor.fm/of-course-china/message

DUMC's Senior Accountant, Sarah Haynes, joins Shane, Kevin, and Karen today and gives an update on our year-to-date finances and how things are looking for the end of 2020 and into 2021. They also discuss Halloween and All Saints Day and what worship will look like on November 1.

In this episode Anna Penny, Senior Consultant at Robert Walters speaks with Christie Scott. Christie is the Head of Finance at Delta Group, qualifying over in Australia back in 2012. Christie trained at William Buck in Sydney before joining Baker Tilley Pitcher Partners where she worked as a Senior Accountant in the Private Clients division. Christie then decided to make the jump across the world and joined Antler on a Tier 2 sponsorship. Christie worked at Antler for 2.5 years as a Financial Accountant before she joined The Delta Group as a Financial Controller and was recently promoted to Head of Finance.In this episode we discuss her journey from chartered accountant to date, how she got from a-b and any advice she can offer along the way 

The Evolution Effect Series with Co-Author Margaret Green Book Title -The Evolution Effect: Stories of Breaking Patterns, Overcoming Adversities, and Stepping Into Greatness www.evolutioneffectbook.com Chapter Title - Over It and It’s Time To Put On My Big Girl Panties Margaret H. Green was born in England and has lived in New York for over thirty years. She attended Hunter College in New York City. She attained her B.S. in Accounting. Her full-time career is in accounting at a law firm. Margaret’s title is Senior Accountant and worked there for 10+ plus years. She is a parallel entrepreneur. She is currently is a part-time Independent Associate at Market America. Her goal is to become a full-time independent Associate. Health is also wealth, and she wants to help people live healthy lives. She still enjoys working in the accounting field, but she has a passion for health and wellness. Connect with Margaret H. Green: Website: www.healthisalsowealth.com Instagram: instagram.com/margaret9145 Facebook: facebook.com/margaret9145

The Evolution Effect Series with Co-Author Margaret Green Book Title -The Evolution Effect: Stories of Breaking Patterns, Overcoming Adversities, and Stepping Into Greatness www.evolutioneffectbook.com Chapter Title - Over It and It's Time To Put On My Big Girl Panties Margaret H. Green was born in England and has lived in New York for over thirty years. She attended Hunter College in New York City. She attained her B.S. in Accounting. Her full-time career is in accounting at a law firm. Margaret's title is Senior Accountant and worked there for 10+ plus years. She is a parallel entrepreneur. She is currently is a part-time Independent Associate at Market America. Her goal is to become a full-time independent Associate. Health is also wealth, and she wants to help people live healthy lives. She still enjoys working in the accounting field, but she has a passion for health and wellness. Connect with Margaret H. Green: Website: www.healthisalsowealth.com Instagram: instagram.com/margaret9145 Facebook: facebook.com/margaret9145

Welcome to Therapy for Your Money! We are here to talk about all things money and finances in private practice. Our host, Julie Herres, has perfected the craft of financial management and profitability through her successful years as the Senior Accountant and CEO of her own firm, GreenOak Accounting. She is on a mission to share her best financial practices and make YOUR financial anxiety a thing of the past!Therapy for Your Money will focus on an endless number of financial topics including budgeting, profitability, taxes, financial management. We are going to be sitting down with industry leaders in credentialing, efficiency, outsourcing, and much more!Make sure you subscribe to Therapy for Your Money to get updates on when we put out new episodes, and check us out on the web at www.therapyforyourmoney.com. You can also find us on Instagram and Facebook at @therapyforyourmoney or use the hashtag #therapyforyourmoney to shout us out on social media.

In this episode, accountants Tony Nagle and Ben Chiverton deliver the who, what and how on the Australian government COVID-19 support payments for creative freelancers and small businesses.Few of us look forward to hitting the books after a day on set, yet keeping one eye on the accounts remains an integral part of surviving in any creative industry.With the financial realities of COVID-19 bearing down us from many angles, we've dedicated this episode to cover freelancer eligibility for Jobkeeper and Jobseeker payments, grants opportunities, tax deductions for COVID-19 and new incentives for writing off new assets in 2020.Tony Nagle is owner of Nagle Accounting and Ben Chiverton is Partner and Senior Accountant. Over the last 25 years Tony and the team have built their practice around the film and advertising production industry, representing some 3000 clients across the creative spectrum.

Episode 48 - SPECIAL EPISODE - Part 2 - How to financially deal with the crisis of COVID 19 for your hospitality business With the growing Covid-19 crisis hitting every area of the economy worldwide, but especially the hospitality industry, I thought it was pertinent to have one of my most trusted sources in the financial sector, Braden Johnston the Senior Accountant and Director from Rising Tide Financial Services based in Melbourne on the podcast to talk about the latest stimulus package from the Australian Government, but also add value to wherever you are listening from in how we talk about the strategy around your hospitality venue in this testing time. Following on from last week's conversation, In this podcast we discuss: -The benefit of having a great strategy -What's the difference between Jobkeeper and Jobseeker payments -An update on what stimulus is on the horizon now that you can access -The difference between federal, state and council grants and funding. -What are the very short term solutions that you can implement today as a strategy -The items to look for when contemplating superannuation payment withdrawls I know this is a very confusing time for everyone. I believe part of my role in the industry is to cut through the noise and give you some clear strategy and planning tools as you continue to navigate this crisis for yourself, your family and your team. We will bring back Braden over the coming months as I want to make sure you have a plan for your hospitality business moving forward. Please reach out to Rising Tide Financial Services on the following links below to be part of the information that they are sharing for business owners: Website: https://risingtidefinancial.com.au/ Facebook: https://www.facebook.com/RisingTideAU/ Please reach out with any questions for me: shaun@openpantryco.com --- Send in a voice message: https://anchor.fm/principle-of-hospitality/message

Episode 47 - SPECIAL EPISODE - How to financially deal with the crisis of COVID 19 for your hospitality business With the growing Covid-19 crisis hitting every area of the economy worldwide, but especially the hospitality industry, I thought it was pertinent to have one of my most trusted sources in the financial sector, Braden Johnston the Senior Accountant and Director from Rising Tide Financial Services based in Melbourne on the podcast to talk about the latest stimulus package from the Australian Government, but also add value to wherever you are listening from in how we talk about the strategy around your hospitality venue in this testing time. In this podcast we discuss: What you should be focused on for the next two months What are the signs to look for when deciding when to continue to try (amongst restrictions) or wind the business up How do you price your product when your supply chain might raise their raw ingredient prices What stimulus is on the horizon now that you can access What are the very short term solutions that you can implement today as a strategy I know this is a very confusing time for everyone. I believe part of my role in the industry is to cut through the noise and give you some clear strategy and planning tools as you continue to navigate this crisis for yourself, your family and your team. Please reach out to Rising Tide Financial Services on the following links below to be part of the information that they are sharing for business owners: Website: https://risingtidefinancial.com.au/ Latest post: https://risingtidefinancial.com.au/news/coronavirus-looks-like-its-here-for-the-long-run/ Please reach out with any questions for me: shaun@openpantryco.com --- Send in a voice message: https://anchor.fm/principle-of-hospitality/message

Listen in to Charbria Shine as she interviews Carmen Pickett as they discuss singleness and how the Single and Satisfied Movement has changed Carmen’s perspective of being single.

Aaron Kozak is an award-winning writer, director, producer, and show businessman & he's on the MIC in this episode with Lenny to talk about his favorite movies! Kozak is the president of Winner Entertainment LLC, a company which offers a very unique variety of business and creative services for a multitude of well-known entertainment companies and projects. In 2010, Kozak won the first ever Fringe First Award at the inaugural Hollywood Fringe Festival with his play "The Birthday Boys." Last year at the 10th Annual Hollywood Fringe Festival his latest play SAVING CAIN was nominated for 'Best Ensemble' making it 1 of the top 5 plays of close to 400 entries. Now a Senior Accountant for the VFX house Scanline his days are absolutely packed. In his words, any recent big budget movie with water, fire, and/or debris (outside of The Shape of Water) Scanline probably had a hand in! Aquaman, Black Panther, & Game of Thrones just to name drop a few! Have questions or comments for el L.A. w/ Jake & Lenny? Email us: ella.dashradio@gmail.com Hosts: Jake & Lenny

In this episode of The Vancouver Accounting Experience, I'm joined by my guest Gerard Gaba, Senior Accountant from MNP. --- Send in a voice message: https://anchor.fm/adrianlaw/message

Happy holiday! The Square closes out 2019 with an interview of Tom Lazio, Ottumwa Mayor and President of the League Board. We learned some interesting things about Mayor Lazio's career before he entered public office and how that helped prepare him to be an effective mayor. He also shared some of the great work they're doing in Ottumwa, a few of their goals for the future and what he hopes to do as League President. This month's Your Questions Answered asks about cities' ability to set their own council meeting rule of procedure, something we strongly encourage all cities to have. And the League's Senior Accountant, Alison Deiter, joins us for the Get to Know Your League segment. Alison's pay our bills, and issues paychecks to staff, so we took it easy on her! As usual, we wrap up with the answer to last month's trivia (which county in Iowa has the most cities) and ask a new trivia question: what is the lowest temperature recorded in Iowa and where? Send in your trivia answers, questions to stump our staff and other feedback to thesquare@iowaleague.org. Enjoy the holidays!

On this episode of Thee CrazyFaceUno Podcast we are joined by AJ Kueppers. We took a look at his path to becoming a Senior Accountant for a startup as well as; his love, experiences, and passion in both comedy stand-up and improve. Enjoy!

When she’s not working as Lola’s Senior Financial Analyst, you can find Chelsey taste testing all of the pizza joints around Boston, bopping around to local breweries, or sparring in an Everybody Fights boxing class. Listen to her conversation with Lola.com’s CMO, Jeanne Hopkins, on the newest episode of Table Fries for a deep dive into Chelsey’s thoughts on why Lola’s ‘Wicked Loving’ culture and passion is what is important to her. About Jeanne's guest: Chelsey Fazio is the Senior Financial Analyst here at Lola.com where she does a combination of Finance, Operations, and Accounting. Chelsey is from Syracuse, NY and moved to Boston after finishing her MBA in 2014. She received her CPA and worked in Assurance at PwC for 4 years before joining Lola’s team as their Senior Accountant and transitioning into her current role as Senior Financial Analyst.

CLICK HERE TO BECOME A PIONEER FOR NEW LOW PRICE  Homesteading roots began with people trying to turn their life around  by making a profit. Signed into law in May 1862, the Homestead Act opened up settlement in the western United States, allowing any American, including freed slaves, to put in a claim for up to 160 free acres of federal land. Modern Homesteading is similar. Google pallet homestead projects and you will know, it's often people with little, that dream big. But dreaming and reality are 2 different things. Is it possible to run a profitable homestead? Let's see if our guest can help. GUEST INFO : Accountant Mike Mike currently works as a Senior Accountant at DiLeo & Charles. He has spent about a decade working providing accounting, tax, and consulting services to small business clients and high net worth families. He uses his extensive knowledge of tax and financial statements to help small business owners set and achieve business goals, both financial and otherwise. He currently specializes in strategic planning, income tax reduction, and cash flow management for small businesses. When he isn’t working Mike enjoys following Formula 1 and playing peek-a-boo with his infant daughter. What is a profit? Profit : a financial gain, especially the difference between the amount earned and the amount spent in buying, operating, or producing something. 2 - advantage; benefit. TO BE PROFITABLE SOMETHING MUST PRODUCE MORE THAN IT CONSUMES A profitable garden produces more than it consumes. A profitable chicken produces more than it consumes. A profitable Homestead produces more than it consumes. To find out if we are running a profitable homestead we need to identify what is produced, what is consumed, and see if there is a gain in the difference. The 7 Costs Every Homestead Has to Cover Startup Costs - land, Infrastructure, fencing (Generally Amortized Costs) Running Costs - more than feed, Electricity, water, taxes on land, Surprise Costs - Vet bills, storm damage Finishing costs - butcher, packaging, storage TIME and Labor Opportunity Costs - time spent raising egg laying chickens could be spent driving for uber WASTE - Veggies grown not eaten, eggs go bad The PASTURED POULTRY PACKET is good at this. 3 Ways to Profit From Your Homestead Direct Products - lettuce, eggs, milk, cheese, REPLACING WHAT YOUR BUYING Indirect products - manure, land management, (BUT NOT UNLESS NEEDED, if you don’t NEED manure in your life it’s not brown gold) Sales - selling excess How much do you charge above your costs? Accountant Mike suggests a MINIMUM of 10%! Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you open to considering different career options? Maybe a path you never considered would be a great fit for your strengths. Being open to possibilities is how Nate Lining, CPA and Senior Accountant at Coles Reinstein, found accounting. No matter your field, Nate recommends seeking out as many experiences as you can to develop skills and identify your areas of interest.  While it’s not always obvious which careers match your likes and strengths, resources, such as personality profiles, can help you identify and refine the options that might be a fit for you.  If you’d like to talk about career direction and options – accounting or otherwise – Nate is willing to help. You can connect with him on LinkedIn: https://www.linkedin.com/in/dnlining/ *** Love Shadow (Remix Safety Guide) by rocavaco (c) copyright 2015 Licensed under a Creative Commons Noncommercial Sampling Plus license. http://dig.ccmixter.org/files/rocavaco/52156 Ft: Loveshadow  

Forrest Edwards is a Senior Accountant at Alexander Edwards & Co. and the Owner of KnowTax.

On today’s episode, we chat with Wade Cox, Senior Accountant for JMA Energy Company, L.L.C. (JMA). He discusses the in’s and out’s of working as an accountant in the oil and gas industry. You’ll find out what Wade does accounting wise for JMA, how he keeps track of their oil and gas interests and the issues that come up in his profession. He also discusses what he does outside of his work with JMA as a tax professional.   Here are some of the things you can look forward to in this episode:   What Wade does as a CPA in the oil and gas industry Reports that simplify Wade’s career Wade’s experience with using Well Profits to track their clients' interests How Well Profits has helped eliminate human error   Highlights: 1:28 How Wade Got Started in the oil and gas industry 4:40 What Wade does accounting wise for JMA 6:10 How Wade keeps track of their oil and gas interests 7:51 The issues that come up when tracking non-operating interests 9:11 Revenue disbursement rules   12:15 What reports make Wade’s job easier as a tax professional 15:05 The importance of being able to calculate the cost depletion 16:53 Wade’s experience with using the Well Profits software 19:02 How importing data has cut down on errors and saved time 21:20 What Wade does outside of JMA in accounting   About Wade: I attended Southwestern Oklahoma State University and graduated in 1989 with a Bachelor in Science of Finance and a minor in Mathematics. Later, I attended the University of Central Oklahoma and obtained my CPA certificate in 1995. I have been working in the oil and gas business since 1996 for a company called JMA Energy Company, L.L.C. I started at an entry level position and worked in all areas of accounting in the oil & gas business (JIB, revenue, tax and financial accounting). I started my own oil & gas bookkeeping business in 2006. Some of my clients have up to 1,100 different well interests. I have been married for twenty years and I have a daughter that is nineteen and attending college. I like to read, watch movies and I love spending time with my two Golden Retrievers, Ethel and Hazel.   Connect with Wade: LinkedIn     Head over to our website to set up a free account with SherWare software. Please make sure to subscribe and leave a rating and review on Apple podcasts.

This week Tim travels to Woodford to the offices of Chris James, a Senior Accountant at Alan Patient & Co a London firm providing accountancy services to schools across the UK. On this episode Chris James talks:   The first academy they worked with How the above panned out Schools’ experience prior to academising 'Good housekeeping’ prior to academisation The higher level of accountancy scrutiny after academisation Investing in higher accountancy systems to address the above The benefit of increase financial clarity in helping make decisions Ensuring the children get the best education possible The skill-level of site managers required to operate investments Whether accountants need to be involved earlier in the process The key times to prepare schools for the conversion process The important of the due diligence stage Advising schools’ liabilities at as early a stage as possible Finding ways in which everyone can work collaboratively so that schools have a better service at the front end What successes they have noted with schools going from public sector to private How conversions work best when schools go to them at an earlier stage The potential confusion of schools at their first audit How investing in decent systems and skills leads to better audits How audits can be helpful to identify ways forward How larger MATs and secondary levels with directors of finance grasp the changes quicker Supporting smaller primaries that don’t have the resources for directors of finance Lloyds Bank dominating the sector by providing single points of contact How they started in the commercial sector The brand new element of compliance and reporting academisation brings schools Teachers being asked to be accounting officers Important to show understanding in terms of what they’re going through The importance of supporting and reassuring schools How many schools have converted at risk Supporting schools in cutting costs and setting up new revenue streams Hammering it home that ‘they are a business now’ How the revenue from the business is reinvested into education Finding themselves advising more on the above options Obtaining value for money being paramount Results from the Improvement Fund Value for money raising from 15 to 25% The impact the above has on schools 50% of academised schools in year deficit The potentially bleak future for schools that cannot support themselves Small trusts or stand alone schools being encouraged to join larger ones Potential future funding streams to help schools stay in small MATs – trying to maximise income, allowing more uses of their facilities, trying to minimise their costs The benefits of working with professionals early on in academisation process How schools should approach professional services before they convert to put them in a far stronger position How all parties involved would better prepare schools with if they provided a more unified wraparound service The aim to help as many schools as possible to make sure that they have the financial reporting and information that they are compliant and can also make the best decisions so they know they can provide the best education for the children Passing on skills to the trustees so that they can be better equipped to cope with academisation

Mark Taylor received a B.A. in Psychology from Pitzer College and has a both a post-baccalaureate and an MBA from Arizona State University. As he progressed through his post-baccalaureate degree, he realized that he really liked the “nuts and bolts” of accounting. While in the accounting profession he was exposed to a variety of sectors holding positions in public, corporate, and governmental accounting. The majority of his experience has been in tax positions. Mark has experience with budgeting, auditing, tax preparation, and tax projections. Mark has worked for small to midsized CPA firms. As a result, he was able to gain experience in both tax and auditing. He has worked several years as a Senior Accountant, a director of tax & financial planning, and a tax compliance expert. As a CPA, Mark has had the opportunity to interface with a wide variety of people and industries on a daily basis. Mark’s favorite part is making a difference in a client’s business. “I get great personal satisfaction when I am able to make a recommendation that saves a client money.” Mark also spent six years as a Revenue Agent for the Internal Revenue Service. He was responsible for coordinating examination of large and medium sized corporations with assets of greater than $10 million. Mark has 20+ years in the tax business and is also nearing the completion of a doctoral program in Business Administration.   480.330.0701 401 W. Baseline Rd., Suite 207   www.AZTaxHero.com

We have the amazing Robin Schnaidt, with us today. She's someone who really knows her numbers, so she's a powerhouse in the accounting world and her clients really love her!   Robin is an accomplished accountant, with more than twenty years of experience in the industry. She specializes in helping small businesses and individuals with their accounting and their tax needs. She is known for being able to explain complex procedures in such a way that they become informative and really easy to understand.    Robin holds a Bachelor's in Accounting, from the University of North Dakota and she's been an Office Manager, a Senior Accountant and Tax Preparer with two CPA firms, an Accounting Consultant at Fiscal Foundations and a Client Services Manager at School Management Services. She has also been a Payroll Clerk, a Bookkeeper and she's worked in retail too. This work experience all added to Robin's ability to open her own company, Numbers LLC, in 2009, a successful business with many happy clients.    In her spare time, Robin enjoys quilting, reading, knitting and camping too! Listen in today, to find out more about Robin and how she's changed and grown, along with her business.   Show highlights:   •Robin talks about the sticky areas she experienced in her business, right in the beginning, because she thought she would get referrals, so she didn't think that she needed to do any sales calls at all! •Robin explains some of her previously limiting beliefs, which were based in old adages and certain people that she did not want to emulate. •Robin's 'new knowing',  that she experienced after doubling her sales for the first time, back when she was only working at Numbers Llc part time and she still had a day job. •Only once she had doubled her sales for the first time, did Robin realize that her business could actually be her sole source of income and that she really was an entrepreneur.  •Robin explains what she did and what she said to herself, to keep on going when things got really tough and she felt like giving up, when she first started working full-time in her business. •The point at which Robin realized that she was no longer a good fit, with the job she was doing prior to starting her own business. •How it felt for Robin to be full-time in her own business. •The very small and limited dream that Robin held about her growing her business when she first went full-time. •The surprising and mind shifting realization that Robin had about her limiting beliefs, while talking to Gary, one of her clients. It really opened her eyes about her business, so she sends Gary a big shout out! •How this realization has positively impacted her business and how the business has really grown since then. •The top two strategies that Robin has used to increase her sales over the last year. •Robin's sales strategy that still surprises her with it's effectiveness! •The huge number of times that Robin has followed up persistently with someone- and then they've actually thanked her for being persistent and following up with them!  •Robin gives some great tips, to really help you with your business. •Robin uses numbers to confirm for people what they already know about their business. •Software that can really help you with your accounting. It really helps to have everything in one spot. •Robin explains what she has to offer and how people can avail themselves of her services. •Trust the Universe and the changes it may bring. Relax and roll with it- it will all work out, even if it's a little messy!     Resource:    Accounting App: Robin recommends using Ask My Accountant, by Quick Books   Links:   Robin's website: www.numbersbyrobin.com  Robin's email: numbersllc@yahoo.com  Robin's phone number: 763 360 1635 (This is a cell phone number, so you can also text)   Robin is also on Linkedin, Facebook and Twitter. A crazy stat for you today, from our sponsors at Tenacious (One that they say could make you cry a little bit): Of everything we read while learning, we take action on only five percent of it- and that includes all the paid online courses we take, as well! That's why the team over at Tenacious have created something more hands on- they've created what they're calling a Brand Guide, a system which works with an online community, so it literally never ends, to guide you through every aspect of your marketing. To find out more, go to: www.brandguide.tenaciousedge.com/  or www.tenaciousedge.com.  

Wanda L. Brown is the mother of three beautiful children, and grandmother to six wonderful  grandchildren. Currently, Wanda is employed as a Senior Accountant.  Additionally, Wanda serves as an Associate  Chaplain at the Reading Hospital, and she enjoys many other volunteer experiences, such as: Meals on  Wheels, feeding the homeless, and speaking at shelters. Wanda has served others as Brownie/Girl Scout  Leader, and she was appointed as the first minority Service Unit Director for Freedom Valley Girl Scout  Council.  Wanda has reclaimed her voice, and she has become a dynamic motivational speaker.  Wanda provides,  “Let's Get Real and Heal” Seminars. Wanda's first published article appeared on  CapeChristianNews.co.za.  Wanda was selected to write 2016 articles for SIBYL magazine, which will be  published monthly beginning January 1, 2016.  Wanda is the author of “A Special Gift; My inspirational  Journey to Healing.”  The book begins with a scripture God placed in her heart and confirmed numerous  times: Jeremiah 29:11.  Wanda enjoys supporting and spending time with family and friends.  She loves to worship God; as this,  along with forgiveness is key on Wanda's journey to healing. Wanda is loves fulling her purpose. Wanda's vision is to speak around the world to let others know that healing is available to all.   Eventually, she hopes to accomplish the goal of opening a shelter fot hurting young men in honor of her  late son. Her next book is entitled; “North Winds Be Still,” which will describe 5 important step to 

Why not to use the senior accountant title

This week, we talk to 67-year old Helen Leeds of Bullhead City, Arizona. Helen is a mother of three, grandmother of seven and she has one great grandson. She’s a retired Senior Accountant, a golfer, a bowler and a competitive soccer player. Helen medaled twice in the Bullhead City/Laughlin Senior Olympics in 2017 and recently competed with the San Diego Soccer Women Global Goals team in Norway, playing alongside women ranging from 41-77 years old - and her daughter. Helen’s passions also include Zumba, motorcycle riding, camping and birdwatching. In this episode, we learn how Helen was able to return to the soccer field in her sixties after a long absence, what other sports she enjoys or would like to pursue, and learn the advice she has for others who would like to be as active as she is in their sixties. HELEN LEEDS SEASONED ATHLETE STATS Age: 67 Sport: Soccer, bowling, track and field Quote: “The medal is the road getting to that first step on the field.”Support this podcast at — https://redcircle.com/seasoned-athlete/donations