Podcasts about tax services

What if your firm could cut its tech stack in half while delivering faster results to clients? In this episode, Blake and David explore the consolidation revolution in accounting software as practice management tools secure massive funding rounds. They also break down how private equity is reshaping the profession's business model, with some firms now prohibiting CPAs from using their credentials in email signatures. Plus, discover why a proposed Florida bill eliminating the Board of Accountancy could have nationwide implications for licensed professionals. Learn why shorter turnaround times—not lower prices—might be your most cost-effective path to happier clients in today's AI-transformed landscape.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayREFRAME 2025 - http://accountingpodcast.promo/reframe2025 Payhawk - http://accountingpodcast.promo/payhawkChapters(01:14) - Today's Topics Overview (03:53) - Travel Stories and Observations (05:14) - Conference Highlights and Industry Insights (16:50) - Florida CPA Threat and Licensing Issues (21:21) - Private Equity in Accounting Firms (39:39) - IRS Workforce Reduction Update (44:04) - IRS and ICE Data Sharing Agreement (45:42) - Proposed Bill to Regulate Tax Preparers (47:37) - Americans' Perception of Tax Fairness (52:16) - Improving Client Satisfaction in Tax Services (01:01:36) - Consolidation in Accounting Tech: Xero and Bill.com (01:03:43) - Gusto Expands into AR and AP (01:12:02) - The Impact of AI on Accounting Jobs  Show NotesFirms with AI report higher per-employee revenue vs others https://www.accountingtoday.com/news/firms-with-ai-report-higher-per-employee-revenue-vs-others50% of finance teams still take over a week to close the books https://www.cfo.com/news/50-of-finance-take-week-to-close-books-ledge-month-end-close-time-cfo-three-day-close-myth-/746085/Shorter Turnaround Equals Happier Tax Clients https://www.cpatrendlines.com/2025/05/shorter-turnaround-equals-happier-tax-clients/Less than half of Americans believe federal income taxes are fair, Gallup poll finds https://news.gallup.com/poll/taxes-fairness-poll-2025.aspxFlorida bill threatens to eliminate Board of Accountancyhttps://www.goingconcern.com/florida-bill-threatens-to-eliminate-board-of-accountancy/13 regional accounting firms unite under Sorin brand backed by private equity https://www.accountingtoday.com/news/13-regional-accounting-firms-unite-under-sorin-brandBennett Thrasher rejects private equity, champions independence https://www.accountingtoday.com/news/bennett-thrasher-rejects-private-equity-champions-independenceInterest in accounting rising among students, CAQ survey finds https://www.thecaq.org/accounting-interest-students-survey-2025/Treasury to stop issuing and accepting paper checks effective September 30, 2025 https://home.treasury.gov/news/press-releases/paper-checks-phase-out-2025IRS and ICE reach agreement to share immigrants' tax information https://www.irs.gov/newsroom/information-sharing-agreement-ice-2025Bill to regulate tax preparers introduced in Congress https://www.congress.gov/bill/tax-preparer-regulation-2025Canopy raises $70 million Series C for practice management software https://www.canopytax.com/blog/70-million-series-c-funding-2025Thoma Bravo invests $100 million in HubSync for accounting technology growthhttps://www.hubsync.com/news/thoma-bravo-investment-100-millionXero and Bill forming alliance for embedded bill pay in the US https://www.xero.com/blog/2025/05/bill-partnership-announcement/Melio to embed payments for AR and AP inside Gusto https://www.melio.com/blog/melio-gusto-partnership-2025Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser:

On this episode i chatted with Cindy about her passion for helping growing businesses in tax. In 2017, Cindy set out to disrupt the tax and accounting industry. After 15 years working in global firms serving large corporations and multiplying the wealth of their owners, she realized the existing model ignored small and growing business owners. Discontent with business as usual, she created NextGen, a tech-forward CPA firm built for the NextGeneration of ultra-successful entrepreneurs. Now, Cindy pairs over two decades of experience with a dynamic team of fellow CPAs, MBAs and attorneys to serve growing businesses throughout the region. with one goal in mind: Building your empire. https://nextgenempires.com/ Huge thank you to our sponsors. The Oklahoma Hall of Fame at the Gaylord-Pickens Museum telling Oklahoma's story through its people since 1927. For more information go to www.oklahomahof.com and for daily updates go to www.instagram.com/oklahomahof The Chickasaw Nation is economically strong, culturally vibrant and full of energetic people dedicated to the preservation of family, community and heritage. www.chickasaw.net Diffee Ford Lincoln Third generation Oklahoma business, the Diffee family continues to do business the right way, the family way. Go to www.diffeeford.net for all your new and used car needs and follow them on instagram www.instagram.com/diffee_ford Dog House OKC - When it comes to furry four-legged care, our 24/7 supervised cage free play and overnight boarding services make The Dog House OKC in Oklahoma City the best place to be, at least, when they're not in their own backyard. With over 6,000 square feet of combined indoor/outdoor play areas our dog daycare enriches spirit, increases social skills, builds confidence, and offers hours of exercise and stimulation for your dog http://www.thedoghouseokc.com/       Turn your dream home into a reality with Home Creations – a family-owned and operated builder with over 40 years of trusted experience, right here in Oklahoma. Call Holly now at 405-364-9999 to schedule a showing or visit our website for more details. Home Creations – building homes, shaping futures, strengthening communities. https://www.homecreations.com/     #ThisisOklahoma

As tax season approaches, many people find themselves overwhelmed with questions about filing, refunds, and credits. In the latest episode of our podcast, we welcomed tax expert Angelina King, CEO of 718 Tax Services, who shared invaluable insights that can help you navigate this often-stressful time of year.In this episode of About That Wallet, host Anthony Weaver welcomes back tax expert Angelina King to discuss the ins and outs of tax season. With tax season officially underway, Angelina shares her insights on why filing early can be beneficial, especially for single mothers and those claiming dependents. They explore the importance of understanding tax credits and the implications of the PATH Act on tax returns.

This is a bonus episode of Ai review episode doing a deep dive into Episode 290 of the About That Wallet with guest speaker Angelina King, CEO of 718 Tax Services. Go to https://www.718taxservices.com/ to connect with Angelina and her team. Listen to the actual episode on your favorite platform.

In this episode, I had the pleasure of welcoming back Katherine Studley, the founder of The Only Consultant and Prisma Tax Group. Katherine specializes in providing judgment-free tax preparation and bookkeeping services for OnlyFans models, strippers, and exotic dancers. She shares her journey, the unique challenges her clients face, and how her firm offers a safe space for individuals in the spicy industry to handle their financial needs without fear of discrimination or harassment.   We dive into the nuances of tax preparation for these professions, the importance of empathy and customer service, and the proactive steps her firm takes to ensure clients feel supported and understood. Whether you're in the spicy industry or simply interested in learning about a unique niche in tax services, Katherine's insights offer valuable lessons on trust, empathy, and specialized financial care   What You'll hear in this episode: [0:50] Meet Katherine Studley: Tax Accountant for the Spicy Industry [2:45] Challenges Faced by Clients in the Spicy Industry [5:20] The Importance of Empathy in Tax Services [10:00] Customer Service in Accounting [17:10] Managing Client Expectations and Workload [20:30] Handling Tax Extensions and Payments [23:15] Understanding the IRS: A Macro Perspective [24:40] Dealing with IRS Notices: Don't Panic! [28:50] Unique Tax Challenges for Exotic Dancers and Sex Workers [30:35] Building Trust and Navigating Banking Issues [32:15] The Importance of Personal Touch in Client Communication [36:05] Balancing Automation and Personalization   If you like this episode, check out: Mastering Your Messaging with Meghan Clor Discover Your Value by Serving More with John Ray Dildos are Deductions Too with Katherine Studley   Learn more about Katherine's services: https://www.theonlyconsultant.com/ https://www.prismatax.com/ Connect with Katherine on TikTok Kat the_only_consultant Connect with Katherine on LinkedIn https://www.linkedin.com/in/katherine-studley Connect with Katherine on IG kstudley_   Want to learn more so you can earn more?  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Financial Management Triage for Entrepreneurs is covered in this podio, along with the following subjects:- Starting a business the right way- The DIY approach to bookkeeping- Cash Flow Management***************************************Financial Management Triage is a process for evaluating financial situations quickly and prioritizing actions to address them. Most small businesses have financial management challenges whether it's taxes, bookkeeping, cash flow, financing, or many other issues. You are not alone even if your issues span several years. That's why it is important to have a periodic independently conducted financial management check-up to keep your business on solid financial footing. Also, the longer you let situations fester the more difficult and costly they can be. During the show, we will discuss common financial management problem situations and how to address them. I'll be talking with Jeneen R. Perkins about Financial Management Triage for Entrepreneurs. Jeneen Perkins is a freelance accountant and the CEO of Eclat Enterprises LLC., a full-service accounting firm in the greater Milwaukee, Wisconsin, area. Jeneen started Eclat Enterprises in 2011. In her current role, she is a tax specialist versed in the latest tax laws and regulations. Eclat Enterprises offers many tax services, including Freelance Consulting Services, Small Business Accounting, and Real Estate Accounting Services. As a client of Eclat Enterprises, Jeneen and her team pride themselves on providing Accounting and Tax Services in Plain English.

Hometown Radio 01/031/25 3p: Pet & Pie of the Week then win a $50 gift card from Linn's &Time for AARP free tax services

On Episode 482 of The Core Report, financial journalist Govindraj Ethiraj talks to Uday Ved, Partner-Tax Services at KNAV CPA India. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets hold on to a recovery, Wall Street zooms, drive positive cues. (03:44) Gold prices are inching up after while. (04:11) The rupee turns in its best performance in 7 months. (05:33) Oil markets are still on the edge following Russian sanctions and BP returns to a century-old Iraqi field. The IEW Segment. (08:18) Promoters of Indian companies may not get the salaries they do if small shareholders had a greater say. (11:26) How a liberal tax policy can help boost manufacturing. Budget Notes with Uday Ved, Partner, Tax Services, KNAV - CPA India ⁠⁠⁠⁠⁠⁠⁠⁠Register for India Energy Week, Feb 11-14⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join and Interact anonymously on our whatsapp channel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠

For the latest episode of Weaver's “ Location Cubed,” hosts Howard Altshuler, Partner-In-Charge of Real Estate Services at Weaver, and Aaron Grisz, Partner in Tax Services at Weaver, were joined by Karen Vermaire Fox, President of Quindigo Management, Inc. In this enlightening episode, the trio unraveled the narratives behind real estate councils, their impacts, their roles in the growth of cities, and how they are the beacon for development in regions like Tarrant County and Fort Worth.Key Points: • The inception, mission, and structure of real estate councils in major cities, and their influence on regional real estate growth.• The exploration of various events and programs conducted by the councils, aiming to facilitate learning, networking, and industry advancement.• The proactive and adaptive strategies employed by real estate councils, particularly during tough times and how it all started.[Video Embedded] What are the underlying narratives, strategies, and influences shaping the real estate sector, and how can one maneuver through the intricate paths of real estate management and marketing, especially in growing cities like Fort Worth?The conversation also explored the creation, missions, and events of real estate councils, drawing attention to their significant influence on real estate activities and community growth. Further discussions revolved around how the council has managed to retain interest and attendance in its events and how its proactive strategies during times of uncertainties, and its standout history.“One of the cool things is the first two women chairs or the first two chairs of the Real Estate Council were women, unlike some of the other places where it took forever for a woman to be the chair, a chairperson, the first two leaders of the Real Estate Council were women,” said Fox.Karen Vermaire Fox is the esteemed President of Quindigo Management, Inc. and a pivotal figure in the Real Estate Council of Greater Fort Worth. With her extensive background spanning from her early days in Washington, D.C., working on Capitol Hill to leading numerous associations in the construction and real estate sectors, Karen brings a wealth of knowledge and experience to the table. She is highly recognized for her leadership and strategic insight, particularly in fostering community growth and development in the real estate sector.Subscribe and listen to future episodes of PODCAST CHANNEL on Apple Podcasts or Spotify.©2023

Are you tired of the high costs and inefficiencies of traditional accounting services? Discover how Dr. Ryan Moriarty is leveraging technology to revolutionize bookkeeping and tax preparation for entrepreneurs. In this episode, Gary Heldt interviews Dr. Ryan Moriarty, President of Done For You Tax, a company that offers cutting-edge tax and bookkeeping services at a fraction of the traditional cost. With a background in Computer Science, Ryan brings a unique tech-savvy approach to financial management. Learn how his company empowers small business owners by simplifying the bookkeeping process, reducing costs, and offering innovative tax strategies. From his base in Puerto Rico, Ryan shares insights on the future of tech-driven accounting and how small businesses can benefit from his services. 5 Key Takeaways:

On episode 148 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Artzerounian, a CFP, CPA, and Director of Tax Services at Ritholtz Wealth Management to discuss which candidate is more likely to cause economic strife, how to prepare for changing tax environments, optimizing for tax-advantaged retirement contributions, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today! The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! https://www.thecompoundnews.com/subscribe

On this week's episode, we welcome back Creative Planning's Director of Tax Services, Ben Hake, to share essential last-minute tax insights as we wrap up this pivotal tax year. Plus, we explore how having your advisor and CPA collaborating under the same roof is a compelling differentiator when it comes to your financial plan.

In this episode of "Right About Now," host Ryan Alford sits down with Ryan Moriarty, president of Done For You Tax, to explore essential tax strategies for small businesses. Moriarty reflects on his journey from computer science to accounting, sharing how his technical background shapes his approach to tax management. He dives into the importance of accurate bookkeeping and addresses common fears surrounding taxes. Throughout the conversation, Moriarty highlights how advancements in technology and AI have revolutionized accounting, making it more accessible and cost-effective for small business owners. He also offers practical tax advice, including tips on home office deductions, vehicle expenses, and the importance of meticulous documentation to prevent audit risks. This episode is packed with valuable insights aimed at empowering small business owners with the tools and knowledge they need for smarter financial management.TAKEAWAYSImportance of tax management for small businessesRole of bookkeeping in successful tax filingCommon fears and misconceptions about taxesTarget audience for affordable accounting servicesImpact of technology on accounting efficiencyIntegration of artificial intelligence in bookkeepingClient involvement in the accounting processUnderstanding tax audits and preparationPractical tax tips for small business ownersOverlooked deductions and common pitfalls in tax filingTIMESTAMPSIntroduction to Taxes (00:00:00)Discussion on the importance of understanding taxes and maximizing savings within legal boundaries.Podcast Introduction (00:00:09)Ryan Alford introduces the podcast, highlighting its popularity and engaging tone.Welcome to the Episode (00:00:32)Ryan Alford sets the stage for the episode's focus on taxes, emphasizing its relevance.Guest Introduction (00:00:56)Ryan Alford introduces Ryan Moriarty, president of Done For You Taxcom.Personal Life Update (00:01:54)Ryan Moriarty shares his personal happiness living in Puerto Rico with family.Moriarty's Background (00:02:25)Ryan Moriarty discusses his journey from computer science to founding an accounting firm.The Nature of Taxes (00:03:27)Ryan Alford and Moriarty explore the complexities and societal implications of taxes.Maximizing Tax Savings (00:04:13)Moriarty emphasizes the importance of following tax laws to maximize savings.Fear and Trepidation Around Taxes (00:04:42)Discussion on the common fears and lack of knowledge people have regarding taxes.Target Audience for Services (00:05:20)Moriarty identifies small business owners as the primary audience for his services.Bookkeeping Advice (00:06:53)Moriarty advises new business owners to prioritize bookkeeping to simplify tax filing.Challenges of Bookkeeping (00:07:58)Ryan Alford shares insights on the difficulties of maintaining proper bookkeeping.Importance of Bookkeeping (00:08:35)Moriarty stresses that proper bookkeeping is essential for tax compliance.Technological Advancements in Accounting (00:09:13)Moriarty discusses how technology has improved efficiency in accounting practices.Role of AI in Bookkeeping (00:10:57)Moriarty explains how AI assists in bookkeeping, reducing manual labor.Business Owner Involvement (00:12:17)Moriarty clarifies the level of involvement required from business owners in bookkeeping.Tax Preparation Process (00:13:15)Moriarty outlines the steps involved in preparing taxes for clients.Client Expectations from Tax Services (00:14:13)Discussion on what small business owners seek in tax services: speed and accuracy.Audit Concerns (00:15:00)Moriarty addresses client fears regarding audits and how his service can help.Audit Likelihood (00:16:06)Moriarty shares statistics on audit chances for small businesses.Importance of Accurate Record-Keeping (00:16:58)Moriarty emphasizes the need for accurate bookkeeping to support tax filings during audits.Ongoing Client Guidance (00:18:00)Moriarty explains the continuous support provided to clients to avoid audits.Understanding Audits (00:18:09)Discussion on desk audits, specific categories audited, and the importance of being prepared.Audit Support Services (00:19:06)Explanation of how Done For You Taxcom assists clients during audits and inquiries.Avoiding Full Audits (00:19:44)Insight on how to prevent full audits by maintaining organized records and avoiding red flags.Tax Tips for Small Businesses (00:20:04)Advice on practical tax management strategies for small business owners to stay organized.Home Office Deductions (00:20:36)Importance of having a home office and how to calculate deductions based on square footage.Vehicle Expense Deductions (00:21:22)Explanation of vehicle expense deductions, including mileage tracking versus actual expenses.Real Estate Investment Strategies (00:22:11)Tax strategies for high-income clients involving real estate and the benefits of accelerated depreciation.Misconceptions About Vehicle Deductions (00:25:22)Discussion on the pitfalls of writing off luxury vehicles and their depreciation.Debunking Tax Myths (00:26:39)Clarification on common tax myths surrounding vehicle deductions and financial planning.Maximizing Home Office Deductions (00:28:12)Encouragement to accurately calculate home office expenses and potential deductions for small businesses.Writing Off Business Meals (00:29:11)Guidance on writing off meals when there is a business purpose, even during personal dinners. If you enjoyed this episode and want to learn more, join Ryan's newsletter https://ryanalford.com/newsletter/ to get Ferrari level advice daily for FREE. Learn how to build a 7 figure business from your personal brand by signing up for a FREE introduction to personal branding https://ryanalford.com/personalbranding. Learn more by visiting our website at www.ryanisright.comSubscribe to our YouTube channel www.youtube.com/@RightAboutNowwithRyanAlford.

Enjoy this conversation with Margo Masri, founder of Heartfelt CFO and Tax Services. In this conversation, Jonathan and Margo discuss understanding your mindset about money, steps to take to improve your business finances, and when a fractional CFO might be right for you. Connect with Margo:https://www.linkedin.com/in/margomasri/https://heartfeltcfoandtaxservices.com/Click to text the show! Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

We get results from social media when we're able to identify the result that we're looking to get, and identify the messaging that we need to create to be able to get in front of these ideal prospects to have them raise their hands and express interest. When we do those things correctly, then you can get to the point where nearly everybody you talk to is actually qualified to do business with you. David: Hi, and welcome back. In today's episode, co host Jay McFarland and I will be discussing getting results from social media. Welcome back, Jay. Jay: Hey, David. This is a big topic. Talk about opening a can of worms. It's something everybody wants, and we talked, last podcast about learning online and what great resources there are. This is a place where there may be such an overload of information and different ideas that I don't know if you're going to find the answer online. I really don't. David: You'll find a lot of answers online. Yeah., Right? Whether or not it's the answer you're looking for, whether or not it's the answer that solves your problem, that is the big question mark. But I feel like this topic is so important because everyone's on social media. Everyone's trying to figure out what to do and how to do it. And the reason that I believe the word results is so important is that it narrows your focus. It forces you to think in terms of, okay, what is the result I even want to get here? What am I trying to do? Because as we talked about in a previous podcast, you can go on social media and it's nothing but distraction after distraction. And if you just turn it on and go in there without a really strong focus in terms of what you want to accomplish, what result you want to get, you're not getting any sort of result, except you're going to get pulled into other people's experiences. So from my standpoint, the first thing we need to do is to identify what is the result that I would like to get from social media? And then you can look at how much time that I spend on there is actually allocated to getting that result. That'll tell you a lot right off the bat. Jay: Yeah, and I think that there is a misguided focus that you need a large audience, right? Like if I can get up to 10, 000 followers or whatever, that's not true. it could be better to have a thousand dedicated followers who are potential clients than having a hundred thousand people who may just clog up your pipeline and who really never are going to be your clients. David: Right. And if they're not responding to what you do, if they're not liking, if they're not replying, then the algorithm says people aren't interested in this. So you're exactly right. If you just had the hundred people or so who are going to click today's link on there. You'd be seeing everybody, everyone would be seeing your stuff. But of course it's impossible to do that. So you're exactly right. It's about saying, all right, well, how can I get to more of the right kind of people who resonate with the material that I'm putting out? And I am not speaking as an authority on social media. Okay. I want to be really clear about this. I'm not coming to you and saying, oh yes, I'm the guy for social media. No, not saying that. However, what we have been able to do is to identify specific things that our clients have wanted to accomplish, and we're very good at helping them accomplish it, once we decide exactly what those results are. Jay: Yeah, I'll tell you where we're at right now in our company. As you know, we offer Tax Services to a very specific group, so, I've told you in the past, we have spent two years identifying keywords for paid ads, and it's been a constant process where we're refining, I do the consultations, And so when I see that we're getting consultations that are not in the strike zone, I go back to our keyword, you know, the person doing our Google ads, and we refine, and we refine, and refine. And I've told you,

Call TableTop Taxes at (530) 574-3532 for expert tax preparation and filing assistance in King County, Washington. Find out more at https://tabletoptaxes.com/ TableTop Taxes City: Ravensdale Address: 31711 SE 268th ST Website: https://tabletoptaxes.com Email: bneff@tabletoptaxes.com

Marna Ricker, Global Vice Chair for Tax at EY, and Fiona Czerniawska, CEO of Source, caught up with Emma Carroll, Head of Content at Source, on the latest episode of our The Future of the Firm podcast.  Marna and Fiona shared their insight on the following matters and more:   Clients say that choosing where to start implementing AI in their tax operations is tricky. Something simple and repeatable is a good first target. We look at concrete examples across three, increasing levels of maturity.  Some of the big challenges that clients are facing include getting robust data in place, legality & ethics, and how to put together a business case for implementing AI.  Quantum computing is set to have a profound impact on tax, particularly around predictions and policy development. We consider what opportunities lie ahead.  We explore three areas where EY is reimaging tax services: compliance and reporting, advice, and new services.  Marna suggests that some tax services will never be carried out by AI, particularly ones where judgement is required. We consider what's in and what's out.   There continue to be talent and capacity challenges in tax services; we consider some solutions.    If you enjoyed this conversation, don't miss our sister podcast, Business Leader's Voice. In a recent episode, we talked to Jason Maude of Starling Bank about what a tech-first business wants from consulting firms.  

On today's episode of the podcast I'm reviewing my July profit report and sharing my August projections. To kick this recap off, I've been out of the office for a few weeks spending time with my husband's family on vacation in Florida and then to Indiana with my sisters to see my grandma and clean out my mom's house to get ready to sell. I'm back home just in time as August tends to be when things pick up and get busier so we're using this month to ramp up for that. I also want to share a mistake I discovered in my bookkeeping. Where I found the formula issue was on my summary page which won't effect my taxes because I use my 1099 from Stripe and my expenses log that I keep for my tax return. Basically I have one tab in my spreadsheet for misc. other income that includes old offers in evergreen, one-on-one offers we offer occasionally, etc. and I forgot to add these in which means I was underestimating my income about $1,000/month. I also had an issue where I was overstayting my expenses, my salary was double counting, and what that amounted to was that instead of operating at about a thousand dollars profit for the year like I thought, it's closer to $40,000. The good news is the business is more profitable than I thought. The bad news is that means I owe about another $5-10,000 in quarterly taxes I haven't paid. I share all this to stress the importance of looking at your numbers every week because sometimes it's going to take you awhile to catch mistakes and make sure you're on the right path. 2024 Adjusted Goals Recap - Annual revenue: $300k is now our main goal as opposed to it originally being my low-end goal and I hope this will set us up for a big jump in 2025 because this year has been a lot more about refining systems than I thought it would be. - Profit: I started the year with a goal of 50% but now that I've found this bookkeeping issue I need to revisit this one and will circle back on it next month. July Projections vs. Actuals • UYB - $6,000 → $4,000 (I had a couple of folks on payment plans that finished in June) • Contract Club - $2,000 → $ 1,100• Legally Launched - $250 → $250• Profit Rx - $500 → $0• Monthly Clients - $8,000 → $9,500• Tax Services - $3,750 → $1,250 (I anticipated three trademark clients and we only ended up with one).• Other - $2,000→ $4,300 Total: $22,500 → $21,000 (I'm not too bothered by this because this is what happens when I'm on vacation/in maintenance mood). Expenses Total team expenses: $7,000 (a little high but fine)Monthly tools: $360 (I'm trying to get rid of a couple before next month)Affiliate payouts: $76Marketing: $1,100 (about 50% Meta ads, 50% web domains)Other: $2,000Total: ~$11,000 Profit Revenue: $21,000Expenses: $11,000Owner profit: $10,000 (profit before my personal salary)Business profit: $4,500 Year-to-Date (YTD) This is something I recommend you all do even if you use Quickbooks. You always want to compare your revenue to that same time last year. It's not fair to compare your July revenue to February, it makes sense to compare it to last year's July and see what's changed. This year we did $21k in July, last year it was $17k, the year before that it was $12k. YTD we are $11,800 ahead of where we were at this time last year which of pretty good. We need to finish the year $25k year ahead to hit our $300k goal for the year. With five months left to the year, we want to hit $5,000 more a month each month compared to last year. Key Performance Indicators (KPIs) • Audience growth: 10 new followers on Instagram, 12 new Facebook group members, 6 new TikTok followers, 70 new Threads followers (this is where I've been most active)• Web traffic: 6,600 (lowest since March. I expect to go up in August)• Podcast downloads: back to tracking this metric, had a small increase this month• Email list subscribers: Slow growth What's Coming Up in August • Summit coming soon!• Working on determining profit margins by client/offer with the goal of doing more dynamic pricing• Continuing to work on streamlining offers August Projections • UYB - $4,000• Contract Club - $2,000• Legally Launched - $250• Profit Rx - $500• Monthly Clients - $9,000• 1:1 Services/trademarks - $1,250• Other: $2,000 Total revenue: $19,000 Normally August would have higher projections, but we're starting and closing a launch/promotion in early September this year instead. If you're looking for help with the legal and tax side of your business, head to notavglaw.com/quiz to learn more about the ways we can help you.

On today's episode of the podcast I'm reviewing my June profit report and sharing my July projections. Looking back at the year, it's hard to believe we're already in Q3. As I've talked about on previous episodes, the end of Q1/Q2 was a struggle which also means I haven't hit the goals that I set out for this year but it is what it is and we're just going to keep the ball rolling on this year and focus on what we can control in the business. 2024 Adjusted Goals Recap - Annual revenue: $300kis now a reasonable but ambitious marker to hit - Profit: I started the year with a goal of 50% but then I unintentionally built an agency model and now if I can get to 10% for the year, that would be fabulous because YTD this year's profit is barely even positive June Projections vs. Actuals • UYB - $8,000 → $4,250 (not sure what the disconnect was on my projection. What I really need to do is log what month all our clients start their payment plans and then what month they're projected to finish so I can do this projection more accurately. Payment plans are not MRR and should ) • Contract Club - $1,750 → $ 1,350 (We did raise the price to $50 this month but we lowered the price of the Contract Bot upsell and we sold to 14 people this month which is a much higher conversion on the upsell).• Legally Launched - $250 → $250• Profit Rx - $500 → $500• Monthly Clients - $7,500 → $7,500• Tax Services - $0 → $0• Trademarks/VIP Days - $15,000 → $4,500• Other - $2,000→ $1,250 Total: $30,000 → $20,000 Expenses Employee wages: $3.500Team contractors: $4,700Owner wages: $5,000Owner taxes: $2,200Monthly tools: $500Marketing expenses: $860 (I started running Facebook ads which has been working really well)Client fees: $1,800Other: $350 Profit While it was a fairly profitable month on paper, I talked last month about how our credit cards were pretty maxed so we used a lot of that profit to pay off debt. We're still playing catchup and still behind on some expenses from our negative profit in March, which means less profit in future months when we have the money to pay those. Revenue: $20,000Expenses: $17,000Owner profit: $2,500Business profit: -$2,500 Key Performance Indicators • Audience growth: 15 new followers on Instagram, 80 new Facebook group members, 4 new TikTok followers, 56 new Threads followers (this is where I've been most active) • Web traffic: 31,000 (This is a big, unexplainable jump) • Quiz data: 49 starts, 33 completions • Email list subscribers: steady increase What's Coming Up in July • I'm going to scrap promotions. We may do a couple things in emails we send but other than our routine stuff we don't be doing anything super special, we'll just be hitting our baseline revenue • Our focus is on planning our summit coming up likely in the end of August and working on backend systems to streamline processes for our clients and revamping our email templates July Projections • UYB - $6,000• Contract Club - $2,000• Legally Launched - $250• Profit Rx - $500• Monthly Clients - $8,000• 1:1 Services/trademarks - $3,750• Other: $2,000Total revenue: $22,500 Over/Under To more accurately measure growth, I like to look back at my numbers for the same month in years prior to see if we are over or under that month in the previous year. In June 2023 we did $21,500 in revenue and $20,000 in revenue this year for June. YTD we are $650 ahead of where we were last year which isn't terrible, but based on January and February I anticipated being about $20,000 higher year-to-date which means we are trending downward but I am confident we will turn this around by the end of the year. Our focus for the rest of this year is to really dial in our offer structure.

Let me tell you something... when you have a 5-digit tax bill at the end of the year - even after paying quarterly taxes - that is a really good time to lean on professionals to help you configure your financial setup! Today's guest, Elizabeth from Fiore Accounting & Tax Services, helped me do just that, and then some. Listen in for the details of: all the services their team provides what S Corp actually means how much I owed after 2022 how we changed my business to an S Corp election the advantages and disadvantages of S Corp payroll and Profit First as an S Corp who should consider making the switch as well how the decision depends on your individual circumstances, and even business goals I always love having Elizabeth on the show because she explains confusing financial matters so well. She and her team have been such a help to me over the years and I know that even if you're not considering S Corp status you'll get some great financial insights in this episode! And in the UGlu Hotline, we get a nice tip about blending your clamps and clips in with your decor. Thank you to PremiumConwin for sponsoring our monthly "throwback" episode!   RESOURCES MENTIONED: 17hats (get 50% off your 1st year)  Balloon Suite  Havin' A Party Wholesale (save 5% with code BRIGHT)  UGlu by Pro Tapes (save 5% at Havin' A Party with code BRIGHT)  Call into the UGlu Hotline to ask a question or leave advice! (262) 221-8514 ‬Balloon Boss Mastermind & Summit   PremiumConwin 2024 Bright Balloon Business Planner  ALOFT (save $10 with code BRIGHT) The Balloon Guild (save 20% with code WeLoveSara20)  Ep. 80 - Profit First Revisited with Elizabeth Fiore Strategy Call with Elizabeth  - - - - Join the book club  50 Ideas for Email Marketing | Join the Bright Balloon email list  courses | templates | planner  @thebrightballoon  The Bright Balloon on YouTube 

Considering retiring in a tax-free state to optimize your finances? In this episode, we're joined by Angelina King from 718 Tax Services to demystify post-tax season strategies and how to prepare for the next. Whether you're a W-2 employee, a small business owner, or on the brink of retirement, Angelina shares invaluable tips on reducing tax liability and making the most of your financial planning. In this episode, you'll learn: - How to adjust your withholdings to avoid owing taxes at the end of the year. - The benefits of maximizing contributions to retirement accounts like 401(k)s and IRAs. - The importance of understanding capital gains and losses for tax harvesting. - Strategies for homeowners planning to sell their property and relocate for retirement. - Tips for new parents on creating financial security for their children's future. The key moments in this episode are:00:00:00 - Maximizing Retirement Contributions 00:01:54 - Introduction and Post-Tax Return Preparation 00:03:12 - Taking Advantage of Pre-Tax Services 00:07:36 - Adjusting Withholdings and Standard Deduction 00:11:39 - Extension Deadline and Filing Process 00:17:48 - Investing in Dividend Accounts 00:19:42 - Lost IRS Check 00:20:53 - Proposed Capital Gains Tax 00:28:11 - Retiring and Moving to Tax-Free States 00:33:02 - Being a Good Steward of Money 00:34:46 - The Importance of Lending 00:35:13 - Worst Money Mistakes 00:35:48 - Favorite Financial Books 00:38:36 - Favorite Dish and Cultural Roots 00:39:44 - Connecting with Angelina More about Angelina King: https://www.718taxservices.com/ IG: @718taxservices THANK YOU FOR LISTENING! #TaxPlanning #Retirement #FinancialEducation #AboutThatWallet Get My Habit Journal: https://amzn.to/3U4r44 Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter Continue to support the show by subscribing, sharing, and leaving comments on your favorite platforms. This helps others find valuable financial insights. Follow Me: IG: https://instagram.com/aboutthatwallet Twitter: https://twitter.com/aboutthatwallet Website: https://aboutthatwallet.com Email: Anthony@aboutthatwallet.com -- DISCLAIMER: The content in this audio is for educational purposes only. You must do your own research and make the best choice for you. If you need advice, please contact a qualified professional. Episode 252 --- Send in a voice message: https://podcasters.spotify.com/pod/show/aboutthatwallet/message Support this podcast: https://podcasters.spotify.com/pod/show/aboutthatwallet/support

Feliks Banel on the attempts to conserve the historic Parkland School building // Kenneth Williams with a tax update: Is more funding for the IRS leading to better tax services? // Daily Dose of Kindness: An Easter mistake becomes an Easter opportunity to give back // Gee Scott on the raise of wages for Seattle Police Officers // Kenneth Williams Pt. II // Micki Gamez on the UW women's basketball player who has is making the most of her opportunities on the team

When expanding operations into the U.S. market, business owners must learn about the federal, state and local tax systems they will encounter. Sales tax in the U.S. is quite different from a value-added tax (VAT) or a goods and services tax (GST) assessed by many other countries. Companies selling goods and some services must comply with a sales tax system that can vary across thousands of taxing jurisdictions. The U.S. federal tax system can also be challenging for companies new to this country.  Companies and their tax advisors are currently busy working towards the March and April deadlines for filing tax returns, applications for additional extensions of time to file returns, and reporting income tax withholding.Brooks Nelson, Partner and Strategic Tax Leader, and Sarah McGregor, Tax Director, talk with Lauren Stinson, Sales and Use Tax Leader, and Brian Dill, International Tax Leader, about the tax reporting complexities that international companies encounter when carrying on business in the U.S.Listen to learn more about: 03:54 – GST tax vs. U.S. sales tax05:24 – Compliance differences06:43 – Nexus 12:02 – Preparing for March 15 deadline14:54 – Important foreign subsidiary owner discussions17:14 – Outsource solutions  Related GuidanceArticle: Tax Insights for Indian Companies in the U.S. MarketArticle: Beneficial Owner Information Reporting Final Rule for FinCEN Entity IdentifiersArticle: ASU 2023-09: FASB's New Income Tax Disclosures for Private EntitiesArticle: ASU 2023-09: New FASB Rule Enhances Income Tax Disclosures for Public CompaniesPodcast: Accounting Standards Update 2023-09: New Income Tax Disclosure Rules

(Originally recorded on February 15, 2024 on Earmark Webinars+) Hector and Blake recount a brief history of QuickBooks Desktop vs QuickBooks Online through the end of 2023, the state of Intuit's current offers and posturing in the market, and where they think QuickBooks is moving into for 2024 and beyond.Chapters(01:11) - Hector's Journey: From Tax Practice to Tech Innovator (03:16) - A Deep Dive into QuickBooks' Evolution (07:12) - The Shift to QuickBooks Online and Its Ecosystem (11:41) - Predicting the Future: QuickBooks Desktop's Demise (12:08) - QuickBooks Online: Aiming for Total Workflow Control (14:03) - The Role of AI in Shaping QuickBooks' Future (16:08) - Intuit's Strategy: Moving Beyond Desktop Versions (25:21) - The Controversy Around QuickBooks Live Bookkeeping and Tax Services (30:15) - The Impact of QuickBooks on Accounting Professionals (31:16) - QuickBooks' Strategy for Tax Services (33:07) - The Evolution of QuickBooks Live and Assisted Services (35:14) - The Challenges of Running a Service Business vs. Software Company (37:22) - Intuit's Strategic Shift Towards Assisted Services (42:08) - The Future of Accounting: AI and Automation (48:02) - Listener Questions and Insights on QuickBooks Features (54:37) - Exploring TurboTax Verified Pro and Its Implications (57:08) - Closing Remarks and Resources Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comEarn CPE for this episode https://app.earmarkcpe.com/?course_id=8b2e537a-e5f6-4c4d-a94f-c93b44000ebaDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Hector Garcia, CPALinkedIn: https://www.linkedin.com/in/hectormgarciacpa/Website: http://www.hectorgarcia.comTwitter: https://twitter.com/qbkaccountingConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Over the past three weeks, we've followed the Smiths' financial journey, exploring goals like retirement, funding their grandchildren's educations and leaving a lasting legacy. In this episode, you'll find out what changes are needed in the Smiths' plan to achieve these objectives. (31:13) You'll also learn the importance of a comprehensive wealth plan. Plus, join John and Creative Planning's Director of Tax Services for insights on maximizing tax advantages with IRAs, HSAs and 529 plans. (10:05) Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

AP correspondent Julie Walker reports on FTC Intuit Ads.

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Watch it on Youtube: https://youtu.be/3mC8Qk37pGoAbout The Guest(s): Danya Shakfeh is a business attorney and the founder of Motiva Business Law. With a passion for helping business owners prevent legal issues, Danya focuses on providing value and guidance to her clients. She specializes in working with small businesses and has a particular interest in mergers and acquisitions.Summary: Danya Shakfeh, a business attorney and founder of Motiva Business Law, joins the podcast to discuss the art of business. She shares her journey into the legal field and how she found her niche in business law, specifically mergers and acquisitions. Danya believes that running a business is a form of artistic expression, allowing entrepreneurs to build something unique and different. She emphasizes the importance of creating a business that aligns with your values and stands out from the competition. Danya also provides valuable insights for small business owners, including the need for clear partnership agreements, understanding local regulations, and building a strong team of professionals.Key Takeaways: Building a business is a form of artistic expression, allowing entrepreneurs to create something unique and different.It is important for business owners to have clear partnership agreements to prevent disputes and ensure everyone's roles and responsibilities are defined.Understanding local regulations and compliance requirements is crucial for small business owners to avoid fines and legal issues.Building a strong team of professionals, including an accountant and bookkeeper, is essential for managing finances and understanding the financial health of the business.Quotes:"If you're comfortable being a business owner, you're not doing it right. It's supposed to feel a little bit scary." - Danya Shakfeh"You want to stick out. You have to do things differently. And that's where your creative expression can come in." - Danya Shakfeh"Having a relationship with my clients is a core value of my law firm. I want to get to know them as people and understand their motivations." - Danya Shakfeh--------------------------------------------------Contact Danya onLinkedin: https://www.linkedin.com/in/danyashakfeh/Phone: 630-517-5529--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Watch it on Youtube: https://youtu.be/cemb1gD2BVkAbout The Guest(s): Jerome Myers is an expert in helping business owners navigate the process of exiting their businesses. He has a background in real estate and has built a successful division of a Fortune 550 company. Jerome is passionate about helping business owners achieve their financial goals and create a meaningful impact in the world.Summary: Jerome Myers discusses the Founder's Exit Paradox, which refers to the mental and emotional challenges that business owners face when exiting their businesses. He shares his own experience of being laid off from a corporate job and then transitioning into real estate and business ownership. Jerome emphasizes the importance of planning for an exit and highlights the six centers of doubt that business owners often experience after selling their businesses. He also discusses the significance of finding purpose and making a positive impact in the world after an exit.Key Takeaways: Exiting a business can be a traumatic experience for business owners, and it is important to be aware of the emotional challenges that may arise.Planning for an exit and being exit-ready can lead to a smoother transition and a more valuable business.Business owners should consider their self-image, relationships, work, health, prosperity, and significance when preparing for an exit.Significance plays a crucial role in post-exit life, and business owners should focus on making a positive impact and leaving a legacy.Quotes:"Your wealth, so much of your wealth is tied up in that business. And if you don't harvest that wealth in some way, shape, or form, then it's just going to die in the business." - Jerome Myers"The more valuable you are to your business, the less valuable your business is." - Jerome Myers"The only thing that actually gives our life real meaning and allows us to create real happiness is service to others." - Jerome Myers--------------------------------------------------Contact Jerome onLinkedin: https://www.linkedin.com/in/jeromemyers/Website: http://www.jeromemyers.co/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron Skelton TheIT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Watch it on Youtube: https://youtu.be/NJJkSKNzHTIAbout The Guest(s): Eric Pacifici is a founding member of SMB Law Group and an active member of the small and medium business community. He is passionate about small business entrepreneurship and has extensive experience in small business mergers and acquisitions. Eric is also the host of the podcast "Mundane Millionaires," where he interviews everyday entrepreneurs who are making a difference with their businesses.Summary: Eric Pacifici discusses the current state of the business buying market and the opportunities it presents for entrepreneurs. He shares that SMB Law Group is currently working on 60 transactions and personally assisting 25 clients in the business buying process. Eric emphasizes that the success of these deals is not solely due to the firm's expertise, but rather the economic climate and the incredible opportunities available. He highlights the journey of first-time business buyers and the significant financial gains they experience once they understand the process. Eric concludes by expressing his love for the small business community and his willingness to help anyone in their entrepreneurial endeavors.Key Takeaways:The business buying market is booming, with numerous opportunities for entrepreneurs.SMB Law Group is currently involved in 60 transactions and assisting 25 clients in the business buying process.First-time business buyers often experience significant financial gains once they understand the process.Eric Pacifici is passionate about the small business community and is willing to help anyone in their entrepreneurial endeavors.Quotes:"We as a firm have 60 transactions in process right now at varying stages of the business buy.""These buyers take a long time to figure out, to learn about entrepreneurship, get through the process, acquire that first business within the next year.""The calls I'm getting are like, hey, man, I'm clearing $40,000 to $60,000 of free cash flow a month.""We interview people who are on main street making money in different capacities and just normal everyday guys and gals that are doing extraordinary things with their businesses and with their families.""I love entrepreneurship through acquisition. I love the small business community. I care so deeply about my clients and about people who are trying to do something different with their life."--------------------------------------------------Contact Eric onLinkedin: https://www.linkedin.com/in/eric-b-pacifici/X: @smb_attorney--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Watch it on Youtube: https://youtu.be/UpeJnUCHiHsAbout The Guest(s): Paul Barnhurst is a financial advisor and FP&A expert. He is the host of the Financial Moderators Corner podcast and has extensive experience in financial planning and analysis.Summary: In this episode, Ronald Skelton interviews Paul Barnhurst, a financial advisor and FP&A expert. They discuss the importance of financial modeling and analysis in the context of buying and selling businesses. Paul explains the role of FP&A in helping businesses make informed financial decisions and manage their cash flow. He emphasizes the need for regular financial review and the importance of understanding key financial metrics. Paul also shares insights on how to evaluate the financial health of a business during the due diligence process and highlights the value of accurate and transparent financial statements.Key Takeaways: Regularly reviewing financial statements is crucial for business success and decision-making.Cash flow is the lifeblood of a business and should be closely monitored.Financial modeling helps businesses make informed decisions and optimize their spending.Understanding key financial metrics and industry benchmarks is essential for evaluating the financial health of a business.It is important to have accurate and transparent financial statements when buying or selling a business.Quotes:"Finance is an FP&A role's goal is to ensure you best spend the next dollar where you best spend it.""If you're not regularly reviewing your financials, it's really easy to make mistakes and miss opportunities.""Financials are a lagging indicator, while business operations are leading indicators.""What we measure gets improved. If you don't measure and manage it, nothing happens.""Financial modeling is a decision-making tool that helps you make better business decisions."--------------------------------------------------Contact Paul onLinkedin: https://www.linkedin.com/in/thefpandaguy/X: https://twitter.com/TheFPandAGuy--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Watch it on Youtube: https://youtu.be/TT5eLntYExkAbout The Guest(s): Bakari Akil is the founder of Graves Hall Capital and an expert in mergers and acquisitions. He has bought several companies, including a burlap bag manufacturing company and an educational technology company. Bakari teaches entrepreneurship through acquisition at Cornell's business school and has a unique background in the field, having dropped out of college and learned about M&A through self-study and attending classes at top business schools.Summary: Bakari Akil shares his journey into the world of mergers and acquisitions (M&A) and entrepreneurship through acquisition (ETA). Despite not having a formal business education, Bakari was determined to find a path to success. He discovered the concept of leveraged buyouts and realized that he could buy an existing business and use bank financing to fund the acquisition. Bakari audited classes at top business schools and built a network of business brokers and investment bankers to source deals. He successfully closed several transactions, including the acquisition of a burlap bag manufacturing company and an educational technology company. Bakari's approach to deal structuring and capital sourcing has allowed him to complete transactions without using his own capital.Key Takeaways:Bakari Akil's unconventional path to success in the world of mergers and acquisitions.The concept of entrepreneurship through acquisition and the advantages of buying an existing business.The importance of deal sourcing and building a network of business brokers and investment bankers.The role of independent sponsors in structuring deals and attracting capital.The challenges and rewards of completing M&A transactions without using personal capital.Quotes:"I can go and borrow money from the bank for an existing business that's already up and running.""I actually don't put up a lot of money. I actually get paid when I buy a company.""There's no free lunch. There's no, 'I'm getting it for free.' It's going to cost something.""Be willing to go through that toughness and that grind and not expect to be able to get some great business for no money.""There's a ton of time and grind and waiting and patience that goes into doing this."(Note: The quotes provided are direct quotes from the transcript and may not be suitable for social media sharing. Please select appropriate quotes for social media use.)--------------------------------------------------Contact Bakari onLinkedin: https://www.linkedin.com/in/bakariakil/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Watch it on Youtube: https://youtu.be/0v-5bEjrPsIAbout The Guest(s): Mohit Tater is the founder of Blackbook Investments, a boutique private equity firm that specializes in acquiring and managing content websites. He has a background in engineering and has been involved in the online business space for several years.Summary: Mohit Tater shares his journey from starting out in the online business world to founding Blackbook Investments, a boutique private equity firm that focuses on acquiring and managing content websites. He discusses his experience buying and selling websites, the growth of Blackbook Investments, and their current investment criteria. Mohit also emphasizes the importance of human-created content and expertise in certain niches that cannot be replaced by AI.Key Takeaways: Mohit Tater started his journey in the online business world by buying and selling websites.Blackbook Investments focuses on acquiring and managing content websites that are monetized through display ads or affiliate income.They prefer evergreen niches and look for websites that have a stable history of earnings and traffic.Mohit Tater believes that AI will not replace human-created content, especially in areas that require personal experience and expertise.Blackbook Investments is also looking to acquire service-based businesses like marketing agencies and SEO agencies.Quotes:"AI is only beating out low-quality content sites. It is not going to replace a human who has actually tested a product and has their own views and opinions." - Mohit Tater"We don't sell that often, but for this fund, we had a timeline, so we are going to respect that and sell some of the sites." - Mohit Tater--------------------------------------------------Contact Mohit onLinkedin: https://www.linkedin.com/in/mohittater/Website: https://bbi.xyz/X: https://twitter.com/mohittater--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"About The Guest(s): Bryan Dunn is the owner of EVRIM LLC and the Vice President of General Digital, a privately held company in the defense industrial base. With a background in the army and a career in business development and finance, Bryan brings a unique perspective to the world of entrepreneurship and acquisition. He is also the owner of Pursuit Goal Journal, an e-commerce business that helps individuals achieve their goals.Summary: Bryan Dunn, owner of EVRIM LLC and Vice President of General Digital, shares his journey as an acquisition entrepreneur and the lessons he has learned along the way. From his military background to his career in business development, Bryan's passion for the defense industrial base led him to explore the world of entrepreneurship and acquisition. He discusses his experience buying an e-commerce business and the challenges he faced in navigating the Amazon marketplace. Bryan also emphasizes the importance of understanding the value proposition of a business and building relationships with customers. He shares his insights on the impact of owning a business on his family life and the lessons he has learned as a business owner.Key Takeaways:Bryan emphasizes the importance of understanding the value proposition of a business and effectively communicating it to customers.Buying an e-commerce business requires a deep understanding of the Amazon marketplace and the ability to adapt to changes in the algorithm and competition.Building relationships with customers and receiving feedback is crucial for the growth and success of a business.Bryan highlights the need for empathy and understanding as a business owner, both in his own business and in his role as an executive in a privately held company.He advises aspiring acquisition entrepreneurs to start with smaller experiments and gain experience before diving into larger acquisitions.--------------------------------------------------Contact Bryan onLinkedin: https://www.linkedin.com/in/bryandunn/Twitter: https://twitter.com/GoalsBDunn--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Watch it on Youtube: https://youtu.be/JoOpLUfbBO4About The Guest(s): Devin Craig is an acquisition entrepreneur and broker with Peterson Acquisitions. He has a background in corporate America and has successfully bought and sold multiple businesses. Devin is passionate about helping others navigate the process of buying and selling businesses and is dedicated to providing education and guidance to entrepreneurs.Summary: Devin Craig, an acquisition entrepreneur and broker with Peterson Acquisitions, shares his journey into the world of mergers and acquisitions. He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. Devin emphasizes the importance of building rapport with sellers and the value of education in the acquisition process. Peterson Acquisitions has a 90% effective rate in sell-side brokerage, compared to the industry average of 20%. The company offers buy-side advisory services, helping buyers find off-market deals and guiding them through the entire acquisition process. Peterson Acquisitions provides comprehensive education and resources for both buyers and sellers, including tools, books, and a unique methodology called QSI (Quantum Stack Investing). The company also has a capital investment arm, bringing together investors, operating partners, and sellers to facilitate deals and provide opportunities for passive small business investing.Key Takeaways: Peterson Acquisitions has a 90% effective rate in sell-side brokerage.The company offers buy-side advisory services, helping buyers find off-market deals. Peterson Acquisitions provides comprehensive education and resources for both buyers and sellers.The company has a capital investment arm, facilitating deals and providing opportunities for passive small business investing.--------------------------------------------------Contact Devin onLinkedin: https://www.linkedin.com/in/devincraigbusiness/Website: https://petersonacquisitions.com/seattle-washington-business-broker/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Watch it on Youtube: https://youtu.be/mqUo2JryOY4About The Guest(s): Andrew Swiler is the CEO of Lanteria, a company that provides HR management software built on the Microsoft ecosystem. He has a background in private equity and entrepreneurship and has a passion for turning around stagnant businesses.Summary: Andrew Swiler, CEO of Lanteria, shares his journey of acquiring and turning around the HR management software company. He discusses the challenges of managing a remote team and navigating the acquisition process in the midst of a war. Andrew also highlights the importance of employee engagement surveys and one-on-one meetings in managing a remote workforce.Key Takeaways: Andrew acquired Lanteria, an HR management software company, and is focused on turning it around and growing the business.He faced challenges managing a remote team, especially during the war in Ukraine, where the company's owners were based.Employee engagement surveys and one-on-one meetings are crucial for managing a remote workforce and building trust.Andrew plans to raise more capital to fuel the growth of Lanteria and potentially acquire other HR SaaS companies.He believes that humans will continue to be the most important part of every business, even with the rise of AI.--------------------------------------------------Contact Andrew onLinkedin: https://www.linkedin.com/in/swiler/Website: http://lanteria.com/ Twitter: https://twitter.com/swilera--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Watch it on Youtube: https://youtu.be/_tvbsqXZwaMAbout The Guest(s): Bryan Dunn is the owner of EVRIM LLC and the Vice President of General Digital, a privately held company in the defense industrial base. With a background in the army and a career in business development and finance, Bryan brings a unique perspective to the world of entrepreneurship and acquisition. He is also the owner of Pursuit Goal Journal, an e-commerce business that helps individuals achieve their goals.Summary: Bryan Dunn, owner of EVRIM LLC and Vice President of General Digital, shares his journey as an acquisition entrepreneur and the lessons he has learned along the way. From his military background to his career in business development, Bryan's passion for the defense industrial base led him to explore the world of entrepreneurship and acquisition. He discusses his experience buying an e-commerce business and the challenges he faced in navigating the Amazon marketplace. Bryan also emphasizes the importance of understanding the value proposition of a business and building relationships with customers. He shares his insights on the impact of owning a business on his family life and the lessons he has learned as a business owner.Key Takeaways:Bryan emphasizes the importance of understanding the value proposition of a business and effectively communicating it to customers.Buying an e-commerce business requires a deep understanding of the Amazon marketplace and the ability to adapt to changes in the algorithm and competition.Building relationships with customers and receiving feedback is crucial for the growth and success of a business.Bryan highlights the need for empathy and understanding as a business owner, both in his own business and in his role as an executive in a privately held company.He advises aspiring acquisition entrepreneurs to start with smaller experiments and gain experience before diving into larger acquisitions.--------------------------------------------------Contact Bryan on Linkedin: https://www.linkedin.com/in/bryandunn/Twitter: https://twitter.com/GoalsBDunn--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Watch it on Youtube: https://youtu.be/r5lZ-0nTrQQAbout The Guest(s): Jason Somerville is the founding partner at GW Partners, an investment banking firm that specializes in helping consumer products businesses grow and sell. With a background in finance and investment banking, Jason brings a wealth of knowledge and experience to the table.Summary: Jason Somerville, founding partner at GW Partners, shares his insights on mergers and acquisitions in the consumer products and e-commerce space. He discusses the importance of conveying a vision to potential acquirers, the role of relationships in deal-making, and the impact of uncertainty on the M&A market. Jason also highlights the lessons learned from the rise and fall of Amazon aggregators and emphasizes the need for business owners to have a realistic understanding of their market position.Key Takeaways: The success of an M&A deal depends on the ability to convey a clear vision to potential acquirers.Building rapport and establishing relationships are crucial in the deal-making process. -Uncertainty in the market can hinder M&A activity, but as clarity emerges, deal activity is expected to pick up.The valuations of businesses in the consumer products and e-commerce space have decreased by 30-40% from their peak.Businesses in the consumer products industry should focus on developing unique products and building strong brands to attract acquirers.--------------------------------------------------Contact Jason onLinkedin: https://www.linkedin.com/in/jason-somerville-7273b71a/Website: https://www.gw.partners/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Watch it on Youtube: https://youtu.be/OWX6YChEVaAAbout The Guest(s): Scott Kaeser is the Chief Development Officer for Tarian Security. With over 15 years of experience in corporate development and mergers and acquisitions, Scott specializes in acquiring and integrating security companies into Tarian Security's portfolio. He has a background in corporate finance and management consulting, and has successfully completed over 30 acquisitions in the security industry.Summary: Scott Kaeser, Chief Development Officer for Tarian Security, shares his insights on the world of strategic acquisitions and mergers in the security industry. He discusses his background in corporate finance and management consulting, and how he got started in the security industry. Scott explains the role of a Chief Development Officer and the process of acquiring and integrating security companies into Tarian Security. He emphasizes the importance of due diligence, communication, and trust in successful acquisitions. Scott also highlights the challenges and opportunities in the security industry, and the factors that make a security company an attractive target for acquisition.Key Takeaways:The security industry is a $30 billion industry in the US, with over 10,000 security companies.Tarian Security focuses on acquiring security companies with annual revenues ranging from $5 million to $10 million.The profit margins in the security industry are typically around 10%, making it a highly competitive and cost-sensitive business.Tarian Security differentiates itself by providing excellent customer service and investing in its employees and management team.Sellers should be honest and transparent during the acquisition process, as trust and open communication are crucial for a successful transaction.--------------------------------------------------Contact Scott onLinkedin: https://www.linkedin.com/in/scott-kaeser-2357263/Website: https://tariangroup.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Watch it on Youtube: https://youtu.be/PLobQZTd4vcAbout The Guest(s): Michael Ly is the CEO of Reconciled, a company that provides bookkeeping and accounting services to small businesses and startups. With a background in accounting and finance, Michael has built his company through mergers and acquisitions, gaining valuable experience in the process.Summary: Michael Ly, CEO of Reconciled, shares his journey in the accounting industry and how he built his company through mergers and acquisitions. He discusses the challenges and lessons learned from acquiring other firms and offers advice for business owners looking to buy or sell a business. Michael emphasizes the importance of seeking help and advice from others, highlighting the generosity of people in sharing their knowledge and experiences. He also stresses the value of reaching out to industry experts and business owners for guidance and insights.Key Takeaways:Building a successful accounting firm requires providing affordable, accessible, and predictable bookkeeping services to small business owners.Acquiring other firms can be a strategic way to grow and expand your business, but it requires careful planning and integration.The transition period after an acquisition is crucial and should be given sufficient time to ensure smooth integration and cultural alignment.Seeking help and advice from experienced professionals and industry experts is essential when navigating the complexities of mergers and acquisitions.--------------------------------------------------Contact Michael onLinkedin: https://www.linkedin.com/in/michaelly/Website: http://reconciled.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"About The Guest(s): Joanna Oakey is an author, attorney, and podcaster specializing in mergers and acquisitions for small to medium-sized enterprises (SMEs). With over 20 years of experience in the industry, Joanna has a deep understanding of the challenges and opportunities that come with buying and selling businesses.Summary: Joanna Oakey, an expert in mergers and acquisitions for SMEs, shares her insights on the importance of understanding the emotional side of business transactions. She emphasizes the need for buyers to have emotional intelligence (EQ) and to build rapport with sellers in order to create win-win deals. Joanna also discusses the fragmented market for legal services in Australia and the opportunity for SMEs to use acquisitions as a faster and safer path to growth.Key Takeaways:Understanding the emotional side of business transactions is crucial for successful deals.Building rapport and trust with sellers is essential for buyers to create win-win deals.The market for legal services in Australia is fragmented, creating an opportunity for specialized M&A representation for SMEs.Acquisitions can be a faster and safer path to growth for SMEs compared to organic growth.--------------------------------------------------Contact Joanna onLinkedin: https://www.linkedin.com/in/joannaoakey/Website: http://www.aspectlegal.com.au/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"About The Guest(s): Thomas Smale is the founder of F.E. International, a technology M&A firm that specializes in buying and selling tech companies. He has been in the mergers and acquisitions space since the early 2000s and has helped thousands of businesses navigate the process of selling their companies.Summary: Thomas Smale, founder of F.E. International, shares his journey in the mergers and acquisitions space and how he started his company to fill the gap in the market for selling technology businesses. He discusses the changing landscape of the industry, the importance of consistency in business, and the factors that go into valuing a company. Thomas also highlights the international nature of his business and the challenges and opportunities that come with it.Key Takeaways:F.E. International focuses on buying and selling technology businesses, filling the gap in the market for smaller tech companies.Valuation is based on comparable past deals and the specific variables of the business model.Founders today are more prepared than ever, thanks to the abundance of information and resources available.Consistency is key in business, and showing up and doing what you say you'll do sets you apart from the competition.F.E. International has a global reach and works with clients from all over the world.--------------------------------------------------Contact Thomas onLinkedin: https://www.linkedin.com/in/thomassmale/Website: http://www.feinternational.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Watch it on Youtube: https://youtu.be/zHcdskIRd9MAbout The Guest(s): Adam Coffey is a veteran U.S. Army soldier, engineer, and pilot. He spent 10 years at General Electric and then went on to become a CEO, building three national empires for different private equity sponsors. He has bought and sold numerous companies and has billions of dollars in exits. Adam is also the author of three books, including "The Private Equity Playbook," "The Exit Strategy Playbook," and "Empire Builder: The Road from Zero to a Billion."Summary: Adam Coffey, author and former CEO, shares his expertise in mergers and acquisitions (M&A) and building successful companies. He emphasizes the importance of understanding private equity as a valuable tool for entrepreneurs looking to grow and exit their businesses. Adam highlights key takeaways from his books, including the significance of unit-level economics, the role of acquisitions in accelerating growth, and the different stages of building an empire. He also discusses the breadth of companies he works with, ranging from home services to robotics and manufacturing.Key Takeaways:Understanding private equity is crucial for entrepreneurs looking to grow and exit their businesses.Unit-level economics are essential for building a successful company and attracting private equity investors.Acquisitions can be a fast and effective way to accelerate growth and increase the value of a company.Building an empire requires strategic planning, a strong team, and a focus on profitability and growth.Adam Coffey works with a wide range of companies, including MSP, fire life safety, robotics, roofing, flooring, pest control, and manufacturing.--------------------------------------------------Contact Adam onLinkedin: https://www.linkedin.com/in/adamecoffey/Books: https://www.amazon.com/stores/Adam-Coffey/author/B07NLL55ZC?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"About The Guest(s): David Green is an investor and entrepreneur with a portfolio of seven different businesses. He is known for his expertise in buying, growing, and selling companies. David is passionate about building relationships and emphasizes the importance of rapport and connection in business deals.Summary: David Green emphasizes the importance of building relationships and rapport in business deals. He believes that actively listening and showing genuine interest in others is more important than any Excel spreadsheet or business strategy. David shares his personal experiences of successfully closing deals by focusing on the needs and goals of the other party. He encourages individuals to be authentic, humble, and curious in their interactions, as this can lead to stronger connections and successful business transactions.Key Takeaways:Building rapport and establishing a connection with others is crucial in business deals.Actively listening and showing genuine interest in others can increase the probability of successful deals.Focusing on the needs and goals of the other party is more important than showcasing one's own expertise.Being authentic, humble, and curious can lead to stronger relationships and successful business transactions--------------------------------------------------Contact David onLinkedin: https://www.linkedin.com/in/david-green-6a761967Website: www.echoeight.co.uk--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Watch it on Youtube: https://youtu.be/L0jOtyoU0ssAbout The Guest(s): Elizabeth Knopf is an M&A investor and growth expert with over 15 years of experience in the tech industry. She has worked in venture capital, hedge funds, and public tech companies, and has a deep understanding of the M&A process. Elizabeth is currently focused on acquiring government tech and environmental services companies.Summary: Elizabeth Knopf is an M&A investor and growth expert with 15 years of experience in the tech industry. She has worked in venture capital, hedge funds, and public tech companies, and is currently focused on acquiring government tech and environmental services companies. Elizabeth emphasizes the importance of getting a company "exit ready" by building a strong foundation, optimizing processes, and identifying growth opportunities. She also highlights the value of software acquisitions and the potential for strategic partnerships in driving growth. Elizabeth believes that a company's success lies in having the right people in the right seats and creating a culture of trust and autonomy.Key Takeaways:Building a strong foundation and optimizing processes is crucial for getting a company "exit ready."Software acquisitions can be a valuable growth strategy, whether as a platform acquisition or to enhance existing products.Understanding the buyer landscape is essential in crafting an effective exit strategy.The success of a company depends on having the right people in the right seats and creating a culture of trust and autonomy.--------------------------------------------------Contact onLinkedin: https://www.linkedin.com/in/elizabethknopf/X: https://twitter.com/leveragedupsideWebsite: https://leveragedupside.beehiiv.com/subscribe--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Watch it on Youtube: https://youtu.be/nPYwcIMAyg8About The Guest(s): Tim Mueller is the President of IT ExchangeNet, a subsidiary of Martin Wolf M&A Advisors. With over 25 years of experience, Tim specializes in helping IT companies, particularly those in the smaller mid-market, navigate the process of selling their businesses.Summary: In this episode, Tim Mueller, President of IT ExchangeNet, shares valuable insights on how to prepare for and navigate the process of selling an IT company. He discusses the key factors that sellers need to have in order, including legal and financial documentation, a strong management team, and well-documented processes. Tim also explains the step-by-step process of selling an IT company, from initial contact to closing the deal, and highlights the importance of maintaining confidentiality throughout the process.Key Takeaways:Sellers should have their legal and financial documentation in order, including operating agreements, board minutes, and properly categorized financials.A strong management team is crucial for buyers, as they want assurance that the business can continue to thrive after the seller's departure.Contracts with recurring revenue, such as managed service provider contracts, are highly attractive to buyers and can increase the value of the business.Sellers should be prepared to provide detailed information about their sales and marketing processes, including prospecting, communication, and customer retention strategies.The due diligence process can be time-consuming and requires sellers to gather and provide extensive data and reports to potential buyers.--------------------------------------------------Contact Tim on Linkedin: https://www.linkedin.com/in/timothysmueller/Website: https://www.itexchangenet.com/marketplace-how2exit--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping Mergers and Acquisition Entrepreneurs just like you with Bookkeeping, fractional CFO, Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"About The Guest(s): David Dodson is a retired investment banker, investor, and CEO of multiple companies. He is also the author of "The Manager's Handbook," a best-selling book in the business space. Dodson has extensive experience in the world of small to medium-business acquisitions and mergers. ​Summary: David Dodson, author of "The Manager's Handbook," shares his journey from growing up in rural Colorado to becoming a successful entrepreneur, investor, and teacher. He discusses the origins of the search fund model and the importance of execution in business. Dodson also highlights the five key skills that successful managers possess, including the ability to build a team, seek and take advice, be a good custodian of time, set and adhere to priorities, and have an obsession with quality. Dodson emphasizes the impact of underperformers and the importance of creating a positive work environment. ​Key Takeaways:Successful managers possess the ability to build a team, seek and take advice, be a good custodian of time, set and adhere to priorities, and have an obsession with quality.The search fund model allows entrepreneurs to buy and run existing companies, providing liquidity and an exit strategy for the seller.Execution is crucial in business, and the ability to get things done is often more important than having a great strategy.Seeking and taking advice is a valuable skill that can help managers make better decisions and improve their performance.Building a team is essential for success, and managers should focus on finding the right people and creating a positive work environment.--------------------------------------------------Contact David on Linkedin: https://www.linkedin.com/in/david-dodson-author-investor/Website: https://www.davedodson.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet? Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron Skelton TheIT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"About The Guest(s): Jeffery Oboy is the founder of Paratus Capital, a search fund focused on acquiring and operating small to medium-sized businesses. He has a background in running and growing businesses, with experience in equity partnerships and international operations.Summary: Jeffery Oboy, founder of Paratus Capital, shares his journey in the search fund space and discusses the type of business he is looking to acquire. He emphasizes the importance of finding a business with a clear succession plan and a niche market with growth potential. Jeffery also highlights the need for a strong marketing and sales strategy in the businesses he considers. He discusses the challenges of the search process and the importance of understanding valuation and deal structure. Jeffery shares his optimism for finding the right opportunity and navigating the current economic climate.Key Takeaways:Paratus Capital is looking for businesses with a clear succession plan and growth potential in niche markets.Jeffery emphasizes the importance of a strong marketing and sales strategy in the businesses he considers.Understanding valuation and deal structure is crucial in the search fund process.Jeffery remains optimistic about finding the right opportunity despite the challenges of the current economic climate.--------------------------------------------------Contact Jeffery onLinkedin: https://www.linkedin.com/in/jefferyoboy/Website: https://www.paratus-capital.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa. --------------------------------------------------

"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Watch it on Youtube: https://youtu.be/KSwlfTN-DmwAbout The Guest(s): Patrick Dichter is the owner of Appletree Business Services, a small business accounting firm that specializes in bookkeeping and tax services for service-based businesses and professional services. Patrick has a background in sales and marketing and holds an MBA. He acquired Appletree Business Services and has since grown the firm through additional acquisitions. Patrick is passionate about helping small businesses succeed and providing them with the financial support they need.Summary: Patrick Dichter, owner of Appletree Business Services, shares his journey from sales and marketing to acquiring and growing a small business accounting firm. He emphasizes the importance of understanding the numbers in a business and the role of bookkeeping and tax services in driving growth. Patrick also discusses the challenges of integrating acquired firms and the need for a compatible tech stack. He advises searchers to focus on building rapport with sellers and not to overanalyze potential deals. Patrick highlights the value of outsourcing accounting services and the benefits of working with a professional team.Key Takeaways:Understanding the numbers is crucial for business success.Building rapport with sellers is essential in the acquisition process.Integration of acquired firms can be challenging, especially with different tech stacks.Outsourcing accounting services can save time and provide expertise.Don't overanalyze potential deals; focus on establishing a connection with sellers.--------------------------------------------------Contact Patrick onLinkedin: https://www.linkedin.com/in/pdichter/Website: https://www.appletreebusiness.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------