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**New Video Alert! One of the biggest mistakes business buyers make is assuming that all of a business's cash flow belongs to them. It doesn't. Some of that cash flow must be set aside to replace equipment, maintain assets, renovate facilities, and keep the business operating at the same level. Watch the video here: https://youtu.be/71lmcZGNrks Cheers See you over on YouTube David C Barnett **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY
Late registration for self employment can quickly become a cash flow problem. Missing HMRC deadlines may lead to penalties, backdated returns, VAT issues, and unnecessary stress for sole traders and new business owners. About this episode When a business starts, it is easy to focus on websites, branding, customers, bank accounts, and sales. However, basic tax compliance matters from the very beginning. In this episode, we explain what can happen when self-employed businesses fail to register on time. We cover the registration threshold, the 5 October deadline, failure to notify penalties, voluntary disclosure, Making Tax Digital, backdated tax returns, and VAT registration risks. This episode is especially useful for sole traders, side hustlers, freelancers, and new business owners who may not realise that HMRC looks at total sales before expenses, not just profit. What you'll learn in this episode When self-employed registration becomes mandatoryWhy the £1,000 threshold is based on sales, not profitWhy the 5 October deadline mattersHow late registration can affect cash flowWhat failure to notify meansWhy voluntary disclosure can reduce penaltiesHow Making Tax Digital changes compliance habitsWhy VAT registration can create a separate financial risk Why late registration for self employment matters Late registration for self employment is not just a paperwork issue. It can expose a business owner to HMRC penalties, backdated tax returns, interest, and extra pressure on the bank balance. The key point is that HMRC looks at total sales before expenses. If total trading income goes over the relevant threshold, we cannot simply deduct costs, look at the profit, and use that lower figure to avoid registration. If you are starting out as a sole trader, our episode on Tax and Your Self Employed Business is a useful next step for understanding the wider tax position. “Never assume that small revenue numbers mean the tax man will ignore you.” The £1,000 trading income point One of the most important points in this episode is that the registration point is based on sales, not profit. That means we look at total income before deducting business expenses. This matters because a business may have low profit, or even early trading losses, but still need to understand whether Self Assessment registration applies. Why voluntary registration may still help Voluntary registration can sometimes be sensible, especially where the business has early trading losses. Depending on the wider personal tax position, those losses may help when preparing a tax return. The main message is simple: track every transaction from day one. Good bookkeeping helps us understand sales, expenses, profit, tax exposure, and whether registration is needed. The 5 October deadline The key deadline for telling HMRC about new self-employed income is 5 October following the end of the tax year. Missing that date can put the business owner into late registration territory. For example, if someone starts trading in May 2025, the deadline for informing HMRC would be 5 October 2026. Waiting until the tax payment deadline is not the same as registering on time. Failure to notify and HMRC penalties When someone does not tell HMRC about taxable income on time, this can fall under failure to notify rules. Penalties can depend on the tax owed, the length of the delay, and whether the behaviour was careless, deliberate, or corrected voluntarily. Coming forward before HMRC contacts us is usually better than waiting. An unprompted disclosure can help reduce the penalty position and show that we are trying to correct the problem. Practical steps if you have registered late Do not ignore the problemWork out when the business started tradingGather income and expense recordsRegister with HMRC as soon as possiblePrepare any missing tax returnsMake a voluntary disclosure where appropriateSpeak to a qualified adviser if several years are involved Backdated tax returns can become expensive If a business has been trading under the radar for several years, HMRC may expect tax declarations from the date the business started. That can mean backdated tax returns, late filing penalties, interest, and a larger bill than expected. Late filing penalties are separate from failure to notify penalties. This means the costs can build up quickly if the issue is left unresolved. Making Tax Digital and digital records Modern UK tax compliance is becoming more digital. Making Tax Digital increases the importance of proper bookkeeping, regular updates, and reliable accounting systems. Poor records make deadlines harder to manage. If quarterly updates, digital record keeping, or bookkeeping systems are relevant to your business, it is worth getting organised early rather than waiting until HMRC pressure builds. If you need help putting better systems in place, our Xero accounting support can help you improve bookkeeping and digital record keeping. Do not forget VAT registration Self Assessment is not the only registration risk. As a business grows, VAT can become another major compliance area. If taxable turnover passes the VAT registration threshold, the business may need to register for VAT. Late VAT registration can mean backdated VAT on past sales, even where VAT was not charged to customers at the time. That can damage profit margins and cash flow. Our episode on VAT in the UK: How It Works and How to Stay Compliant explains the wider VAT position for businesses. Why ignoring the problem makes it worse Many people do not register late because they set out to avoid tax. Sometimes the issue starts as a mistake, then becomes harder to face as time passes. Fear and anxiety can make the delay even longer. The problem is that waiting rarely improves the position. The sooner we act, the easier it is to organise records, explain the delay, reduce penalties where possible, and rebuild control over the numbers. Practical steps to stay compliant Track all sales from the first day of tradingDo not confuse sales with profitPut the 5 October registration deadline in your calendarKeep digital records where possibleReview whether VAT registration may applyAsk for help before HMRC contacts youDeal with historic errors quickly and honestly Related episodes Tax and Your Self Employed BusinessThe Benefits of Operating as a Sole TraderVAT in the UK: How It Works and How to Stay Compliant Key takeaway Late registration for self employment can create penalties, backdated tax returns, VAT problems, and unnecessary stress. The best approach is to know the registration rules, track income properly, act before HMRC contacts us, and get professional help where needed. Do not ignore registration if you have met the criteria. Get organised, fix the problem early, and protect your bank balance. Plan it, Do it, Profit. Share this episode Share this episode: Listen on Apple Podcasts
Can better HR practices actually make your business more valuable? New Livestream guest – Kelly Price I'm happy to have Kelly join me on a live broadcast. Kelly helps small and medium-sized businesses use HR strategically to improve operations, reduce risk, support growth, and increase business value. Tune in as we discuss the HR issues many business owners overlook, how poor people management can erode profits, and what buyers look for when evaluating a business acquisition. We'll also explore how HR impacts business value, common compliance mistakes, leadership development, employee retention, and the growing role of AI in managing people and processes. This is a ‘must see event' for anyone managing a growing business, preparing for a future sale, or looking to build a stronger organization. Find Kelly on LinkedIn https://www.linkedin.com/in/kellypricethrivehr/ or at her website https://www.thrivehrkc.com/ Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero . Terms & Conditions apply.* See the video of my Xero story here: https://youtu.be/LfaGUfwStqo Sign up for David's email list at https://www.DavidCBarnettList.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY
We want to talk about something that's really important for the women in our community today. Claire Snowden-Darling joins us to discuss health and wellness, particularly focusing on hormones and menopause. Many women are unaware of how their hormonal health impacts their lives, especially in the context of running a business. Claire highlights the epidemic of young women facing hormone issues and the societal changes that have contributed to this crisis. Connect with Claire: ➡️ clairesnowdon-darling.com ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Introduction 00:00:13 - About Clare Snowden-Darling 00:01:03 - Clare's Work and Menopause 00:02:02 - Discussion on Menopause 00:02:48 - Lifestyle and Hormonal Changes 00:03:29 - Pressure on Women 00:04:12 - The Impact of Lifestyle on Women's Health
In this episode, Jane challenges the idea that stress is something to eliminate entirely, and calls out the rise and grind culture that has a lot of founders quietly exhausted. This one is for anyone who has ever felt guilty for sleeping in. In this episode, you'll learn: Why not all stress is bad, and how to tell the difference between pressure that sharpens you and pressure that is just noise Why the 5am club and hustle aesthetic is not a universal blueprint for success, and why so many founders are quietly exhausted from trying to fit the mould Jane's three-question framework for deciding which stress in your business is worth keeping and which to cut for good This episode is brought to you by Xero. Blast past tax time stress with Xero. That's Xero with an X!See what Xero can do for your business, by checking them out now!Connect with us:Follow The Lazy CEO podcast: @thelazyceo_podcast @thelazyceopodStay updated with Jane Lu: @thelazyceoSee omnystudio.com/listener for privacy information.
Episode #260 features Maxine Minter — Founder and General Partner of the Pre-Seed Venture Capital Fund, Co Ventures. Maxine reflects on growing up between Australia, Japan and Europe, speaking Japanese before English, and raised by a fiercely entrepreneurial single mother. Vidit and Maxine explore her childhood, the influence of her grandparents, executive coaching, the idea of “generative ambition”, and the lessons learned from building companies, backing founders and how and why she started her own VC fund, Co Ventures. They also discuss the specifics of how the best Aussie founders go global, the realities of venture capital, AI, partnership, importance of play, and why the biggest opportunities often come from stepping outside the boxes others expect you to fit into. Please enjoy exploring your curiosity. ________ Get in touch with us via email at contact@curiositycentre.com Join our stable of commercial partners including the Australian Government, Google, KPMG, Vanta, Allens, Macquarie Capital, City of Sydney and more. Show notes and more episodes here Follow us on LinkedIn, Twitter and Instagram Get in touch with our Founder and Host, Vidit Agarwal directly here Contact us via our website ________ The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW. Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica), Philip Green (Australia's Ambassador/High Commissioner to India), Vivek Bhatia (CEO, MUFG), Cristina Cordova (COO, Linear) and more.
**New Video Alert! Many people think they understand business cash flow. Then they buy a business and discover they forgot one critical expense. Depreciation. In this video, I explain why depreciation and capital expenditures are some of the most important concepts in business acquisition, and why ignoring them can lead to disappointing returns and expensive surprises. Watch the video here: https://youtu.be/x9qkUhcqzmo Cheers See you over on YouTube David C Barnett #BusinessAcquisition #BusinessValuation #CapEx #Depreciation #BuyABusiness #SmallBusiness #Entrepreneurship #Investing **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY
In this episode of Help My Small Business, Jane is joined by Hannah Vasicek, founder of Francesca Jewellery, to review Sylvie's business Unicorn Cart - a Shopify app that boosts average order value through personalised upsells, free gifts, and cart rewards. By the end of this episode, you'll learn: Why doing one acquisition channel really well will always beat spreading yourself across five and how to figure out which one is yours. How to stop leads going cold by leading with value upfront Why speaking to everyone means converting no one and how you can niche down without burning your existing base. This episode is brought to you by Xero. Blast past tax time stress with Xero. That's Xero with an X!See what Xero can do for your business, by checking them out now! Connect with us:Follow The Lazy CEO podcast: @thelazyceo_podcast @thelazyceopodStay updated with Jane Lu: @thelazyceoConnect with Hannah: @hannah.vasicek Follow Francesca Jewellery: @francescajewellerySee omnystudio.com/listener for privacy information.
Ryan Pearcy and Indi Tatla cover a big week in accounting tech, from Starling's contested MTD launch to Intuit cutting 3,000 jobs and Xero's push to own the workflow layer. Starling Bank launched Accounting Essentials in March, a free bookkeeping and MTD submission tool for sole traders and landlords built on its acquisition of Ember. Indi walks through Lucy Cohen's analysis, which found 18% of entries in a fully reconciled ledger had no corresponding bank entry for the same period. That raises serious questions about what happens when AI-categorised bank data is the primary input for MTD submissions. Ryan notes that Starling had built a strong accountant partner channel and the "job done" framing has damaged those relationships. Neither host disputes the product's convenience. Both dispute that convenience is the same thing as accuracy. Xero has announced XeroForce, a no-code agent builder that lets practices describe repeatable processes in plain English and run them as automated workflows across clients and connected apps. The ambition is to shift Xero from the ledger layer to the workflow layer, with audit trails and sign-off controls across an entire client base. Indi is sceptical about how it performs against messy real-world data and edge-case tax rules. Ryan raises whether XeroCon might be where Xero fills in the technical detail. Intuit has cut around 3,000 roles, 17% of its global workforce, across QuickBooks, TurboTax, Credit Karma and Mailchimp, announcing the cuts on the same day it raised its full-year revenue guidance. Indi frames it as AI shifting from feature roadmap to operating model, and notes that Intuit has a history of testing "you don't need an accountant" messaging in other markets before the UK. Also covered: Starling adds Tap to Pay via Adyen; Bokio exits the UK on 30 June with six weeks notice to users; Sage Copilot now included in Sage Business Cloud Accounting at no extra charge; Ignition launches beta integrations with Vinyl and FYI; a correction on Xero Workpapers access when clients disconnect; and Xero practitioner awards are not running in the UK this year. 00:00 Welcome to the Digi-Tools in Accrual World podcast 03:55 Starling says 'job done' on Making Tax Digital. Accountants have thoughts. 11:17 Starling adds Tap to Pay via Adyen, extending its accounting suite to contactless payments 13:10 XeroForce: Xero launches a no-code AI agent builder for financial workflows 19:18 Bokio exits the UK on 30 June, giving users six weeks to save their data 22:12 Intuit cuts 3,000 jobs and signs deals with Anthropic and OpenAI 25:42 Sage Copilot now available to all Sage Business Cloud Accounting users at no additional charge 27:40 Ignition launches Vinyl and FYI integrations 31:00 Xero Workpapers Correction 32:40 Xero practitioner awards skip the UK in 2026, with the programme running in other regions 36:33 Rate, Subscribe and Nominate for the Digital Disruptor Awards
We are very fortunate to have an amazing community of people around us who are happy to come and chat to us on the Bookkeeper Podcast. Today, we're joined by Bogdan Uzbekov from Apron. With AI rapidly changing the landscape, Apron is at the forefront, helping users streamline their processes and enhance their efficiency. Join us as we explore how Apron is transforming the bookkeeper experience and empowering professionals to focus on what truly matters. Connect with Bogdan & Apron! ➡️ https://getapron.com/ Sessions available to watch ➡️ https://www.6figurebookkeeper.com/ ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - The Bookkeeper AI Shift 00:00:44 - About Apron 00:01:40 - Apron's Role in Modern Business 00:03:41 - Introduction to William.ai 00:05:31 - William.ai and the Future of Bookkeeping 00:08:45 - How William.ai Works 00:11:37 - Benefits of William.ai 00:12:51 - Future Plans for William.ai 00:15:06 - The Evolution of Large Language Models 00:15:06 - Adding Value in the Age of AI 00:16:32 - Adapting to Rapid Technological Changes 00:17:39 - The Challenge of Navigating Technological Noise 00:18:03 - The Advantage of Being a Nimble Tech Startup 00:18:40 - Solving Real Problems with AI 00:19:27 - The Role of Bookkeepers in the AI Age 00:23:24 - The Importance of Understanding and Utilizing Software 00:28:05 - Stepping into Advisory 00:30:14 - The Value of AI in Bookkeeping 00:31:39 - The Importance of Pricing and Value Perception 00:31:57 - The Complexity of Client Relationships 00:32:17 - The Role of Bookkeepers in Value Creation 00:33:04 - Future of the Industry and Rapid Technological Changes 00:33:34 - The Importance of Staying Agile in Business 00:34:56 - The Future of AI and the Uncertainty it Brings 00:37:04 - The Need for Open-mindedness and Focus in the AI Age 00:37:47 - Closing Remarks and Contact Information #bookkeeper
Text me and tell me what you think of this ep. Most interior designers hit 30 June without ever looking down. This episode covers the end of financial year financial habits solo interior design studio owners actually need — from reading your P&L without panic, to auditing subscriptions, pre-purchasing annual software, and having a planning meeting that changes the next 12 months. Practical, no-accountant-jargon, built for Australian designers running their studio like a business.→ Get 90% off Xero for 6 months (affiliate link): https://referrals.xero.com/2aphqv8q0y59 → Join the Studio Build waitlist (July 7 cohort): https://rhiannonlee.myflodesk.com/studiobuild──────────────────────────CHAPTERS──────────────────────────0:00 Why interior designers don't know their own numbers3:45 What is a P&L and why you should be reading it monthly8:20 How to use your education budget before 30 June12:10 Should you audit your ad spend at end of financial year?15:30 Are your studio systems good enough to hand over?19:00 How to pre-purchase annual subscriptions and save 15–30%22:40 What studio equipment can you claim this financial year?26:15 How to set a revenue target and work backwards from it30:00 Why you should know your numbers before you talk to your accountant34:20 How to celebrate end of financial year as a small business owner──────────────────────────RESOURCES MENTIONED──────────────────────────→ Xero cloud accounting (90% off for 6 months): https://referrals.xero.com/2aphqv8q0y59→ Studio Build — 6-week AI implementation intensive: https://www.rhiannonlee.com.au/studio-build→ Studio CEO — 12-week business coaching program: https://www.rhiannonlee.com.au/studio-ceo→ Studio Learn — free resources for interior designers: https://www.rhiannonlee.com.au/studio-learn→ Instagram: @the_rhiannonlee──────────────────────────ABOUT RHIANNON LEE──────────────────────────AI strategist for Australian interior designers. Former Oleander & Finch. Creator of the Studio Suite — Studio Learn, Studio Build, and Studio CEO — operational AI implementation for design businesses, not productivity theatre.→ Instagram: @the_rhiannonlee→ Website: https://www.rhiannonlee.com.auThanks for listening to this episode of "Designing Success: From Study to Studio"! Connect with me on social media for more business tips, and a real look behind the scenes of my own practicing design business. Grab more insights and updates:Follow me on Instagram: https://instagram.com/oleander_and_finchLike Oleander & Finch on Facebook:https://www.facebook.com/oleanderandfinch For more FREE resources, templates, guides and information, visit the Designer Resource Hub on my website ; https://oleanderandfinch.com/Ready to take your interior design business to the next level? Check out my online course, "The Framework," designed to provide you with everything they don't teach you in design school and to give you high touch mentorship essential to having a successful new business in the industry. Check it out now and start designing YOUR own successTHE FRAMEWORK ( now open) https://www.oleanderandfinch.com/the-framework-for-emerging-designers/Remember to subscribe to the podcast and leave a review. Your feedback helps me continue providing valuable content to aspiring interior designers. Stay tuned for more episodes filled with actionable insights and inspiring conversations...
This episode of Fresh Perspectives explores Making Tax Digital for Income Tax and what it means for business owners, landlords and the self-employed as the biggest change to the UK tax system in decades comes into effect. Rob Brown is joined by Anita Holmes, MTD Client Services Director at Azets, and Stuart Miller, Director of Product Compliance and Industry Engagement at Xero, to explain what the new rules mean in practice and who is impacted. We cover the key dates, what quarterly reporting involves and whether this marks the end of the traditional self-assessment process. The discussion highlights how prepared businesses really are, with recent data showing that most people have yet to take meaningful steps towards compliance. Anita shares insights from Azets' involvement in the HMRC beta programme, including common client concerns and where businesses are already facing challenges. We also look at the potential benefits of this shift, including improved visibility, better decision making and fewer last-minute surprises, as well as how the rules may evolve in the coming years. You can connect with Anita Holmes and Stuart Miller on LinkedIn +++ Fresh Perspectives is the business podcast from Azets where advisers, experts and leaders share fresh thinking to help you move forward with confidence. Each episode explores real-world challenges and opportunities for business owners and entrepreneurs, from finance and growth to leadership and technology. Formerly Bang The Drum, the show continues Azets' commitment to sharing practical advice, new ideas and inspiring stories from across the business community. This podcast has featured at #1 in the Apple Podcast charts for Management podcasts and #19 in the Apple Podcasts charts for Business podcasts. Follow and subscribe to Fresh Perspectives on your favourite player, leave a review and share it with others who you think might enjoy it. Find more about Azets at www.azets.com. Contact us at podcast@azets.co.uk.
Dovetailing finance and product engineering can transform accounting.Full show notes hereThe DisruptorsWith Liz FarrFor CPA TrendlinesWhen Jeff Seibert, CEO and founder of Digits, was at Twitter, he was astonished by the difference in data quality and timeliness between the product engineering and the finance sides of the business.On the product engineering side, testing tools, dashboards, and analytic tools provided real-time data on “exactly what your users are clicking on, what your servers are doing every second.” At the same time, “I was waiting two to three weeks for our accountant to give me a black and white P&L,” he recalls, even with “100 people in corporate finance.”MORE DISRUPTORS: Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors | Poe: What P.E. Really Wants from Firms | The Disruptors | Blake Oliver: Build a Biz that Runs Without You | Daiber: Use Succession as a Growth Strategy | Cannon: Busy Season is Self-Inflicted | Carroll: When One Person Can Break the Firm | Rampe: Build a Roadmap Even When the Road's Not There | Chang: Killing SALY, One Agent at a Time |MORE CPA Trendlines Streaming NetworkThat experience led him to start Digits in 2018, an AI-native accounting platform, which is going head-to-head with QuickBooks and Xero.READ MORE > > >
O nome é sugestivo. Batizado de "Xero", num trocadilho, pesquisadores da Universidade Federal do Espírito Santo (Ufes), estão fazendo um treinamento de cães domésticos de médio e grande portes, brincalhões, ativos e motivados por comidas e brincadeiras, para participar de uma iniciativa inédita no Brasil para treinar animais capazes de identificar, pelo olfato, sinais de câncer, tuberculose e esquistossomose em materiais biológicos humanos. A pesquisa acontece em ambiente controlado, em que amostras biológicas ficam em recipentes isolados e os cães são treinados para identificar padrões biológicas associados às doenças. Em entrevista à CBN Vitória, o professor do Departamento de Patologia da Ufes Carlos Graeff, coordenador geral do estudo, fala sobre o assunto.
**New Video Alert! There was a time when information was difficult to find and incredibly valuable. Today, AI can generate training materials, lesson plans, procedures, and content in minutes. So what does that mean for businesses that claim their value comes from intellectual property? In this video, I explain why buyers need to separate information from execution and focus on what actually creates business value. Watch the video here: https://youtu.be/lB4k3TsycmM Cheers See you over on YouTube David C Barnett #BusinessAcquisition #BusinessValuation #IntellectualProperty #AI #Entrepreneurship #BuyABusiness #SmallBusiness #Investing #ETA **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY
Indi Tatla, Ryan Pearcy and guest host Alastair Barlow are in the chair this week, with John Toon taking the week off. The episode opens fresh from Accountex, comparing notes on the talks, the vendors and what the arrival of a dedicated FD show on the floor might mean for the direction of the market. The Xero conversation is substantial, and not entirely kind. Alastair, who built his firm on Xero, gives a candid view of a product he thinks is well-intentioned but slow and lacking cohesion. The team work through a refreshed app navigation, Xero Coaches launching in the US, the new benchmarking tool built on Sift Analytics data, and the replacement of Xero HQ with Partner Hub from 15 June. Ryan's concern about Coaches is pointed: he does not want Xero going the way of QuickBooks Live, where Intuit's move into the advisory space caused serious conflict with the accountant community in the US. Alastair covers Socket's new feature, which ingests a call transcript from any note-taker and produces a first-draft client proposal with a confidence rating on each point. Indi is broadly positive but flags that AI note-takers still miss commercial nuance, so the 20% that matters most still needs human judgment. Ryan runs through the Intuit Enterprise Suite spring 2026 update: inter-company eliminations, enhanced board reporting, Workforce Elite for HCM and deeper WIP reporting for construction. The team read it as Intuit pushing hard into mid-market territory. Indi takes both Sage stories. On the expanded MTD IT agent she argues the tool's complexity partly reflects Sage's own fragmented product estate. On Steve Hare's AI trust comments, she goes further than the auditability argument: the real test will come when firms understand the margin implications of AI-native versus AI-infused pricing. Alastair closes with Hg Capital, explaining why HG Trust's share price fell even as its portfolio companies improved, and introduces Damon Anderson's a2z AI Accounting report: 300-plus apps mapped, with the argument that accountants' defensible position is liability absorption, future value sits in the orchestration layer between tools, and 80% of point solutions are barnacles on the whale. Also covered: Xero Ultra, launching in Australia in late June targeting the 20 to 200 employee segment. 00:00 Reflections on Accountex 2026 01:14 The FD Show, fractional CFOs and where the market is heading 12:14 Xero refreshes its app navigation 16:53 Xero is hiring coaches to onboard small businesses in the US 19:45 Xero launches industry benchmarking inside Analytics 24:16 Xero is replacing Xero HQ with Partner Hub from 15 June 25:43 Socket can now turn a meeting transcript into a client proposal 30:23 Intuit Enterprise Suite spring 2026: inter-company, board reporting and HCM 35:10 Sage expands its MTD IT agent with automatic client matching 41:40 Hg marks down its software fund by 9% as valuations hit a 20-year low 47:01 Sage CEO: accountants won't trust AI they can't inspect 52:41 Damon Anderson's a2z AI Accounting report 56:45 Outro
Cash flow Forecasting Program Discount code- Until end of May 2026 https://dbarnett.gumroad.com/l/smallbizforecasting/CashFlow2YTPromo **** Do interest rates, recessions, and economic headlines really matter when buying or selling a small business? New guest – Mike Finger from ExitOasis.com I'm happy to have Mike join me for an important discussion about the difference between economic headlines and the real-world realities of small business dealmaking. Tune in as we discuss interest rates, private equity, AI, demographic shifts, and whether these big macro trends actually impact the average small business owner looking to buy or sell a business. We'll also explore what really makes a business sellable and why good businesses continue to attract buyers regardless of what's happening in the broader economy. This is a ‘must see event' for anyone interested in buying, selling, financing, or managing a small business. Be sure to join live so that you can ask questions, replay will be available. Set yourself a reminder on YouTube here: https://youtu.be/8Nl_AEZnIt8 It will be going live Thursday May 28, 2026 at 2:30 PM Atlantic Time and 1:30 PM Eastern Time See you there! David C Barnett *** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero . Terms & Conditions apply.* See the video of my Xero story here: https://youtu.be/LfaGUfwStqo Sign up for David's email list at https://www.DavidCBarnettList.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY
In today's episode, we dive deep into the inspiring journey of bookkeeper Nadia Gibbs from Birdsong Accountancy. She shares her unique transition into a bookkeeper later in life, overcoming challenges, and the incredible growth of her business. Nadia's story is a testament to the power of resilience and adaptability, especially for those considering a career change to a bookkeeper. Check out Hey Monika! ➡️ https://www.heymonika.com/ Connect with Nadia! ➡️ https://birdsongaccountancy.co.uk/ ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - The Bookkeeper Skill AI CAN'T Replace 00:00:39 - Nadia's Background and Journey 00:01:29 - Transition from Chiropodist to Bookkeeper 00:03:19 - Challenges and Learning Experiences 00:05:38 - Nadia's Approach to Bookkeeping 00:11:05 - Birdsong Accountancy Today 00:12:19 - Overcoming Fear and Starting the Business 00:16:09 - Creation of Hey Monica 00:16:51 - The Importance of Mentorship 00:17:29 - The Birth of Hey Monica 00:18:00 - The Role of Community and Support 00:20:43 - Challenges of Asking Questions in Public Forums 00:23:54 - The Transition from Job to Business 00:25:53 - The Value of Gratitude and Friendships in Business 00:25:53 - The Importance of Standard Operating Processes 00:27:03 - Pricing Strategy Evolution 00:29:52 - Client Acquisition 00:30:14 - Client Acquisition and Building Trust 00:32:00 - The Power of Personal Branding 00:34:28 - The Evolution of Bookkeeping 00:35:00 - Introduction to the Podcast 00:35:15 - The Concept of the Podcast 00:38:16 - The Launch of the Podcast 00:39:11 - The Purpose of the Podcast 00:41:27 - Personal Growth and Confidence Building 00:41:27 - Overcoming Self-Doubt and Fear of Dislike 00:45:18 - Continuing the Journey and Overcoming Self-Doubt 00:46:13 - The Imperfections in Life and Business 00:46:50 - Self-Awareness and Personal Growth 00:46:55 - Conclusion and Contact Information #bookkeeper
Joe Woodard has trained over 150,000 accounting professionals and spent his career studying what separates firms that grow from firms that stay stuck. His answer? It almost always starts with pricing.In this conversation, Joe walks through the Woodard Ideal Practice Model, which focuses on seven key areas of operational excellence: brand, services, clients, technology, process, engagements, and team. But the most actionable insight he shares is simpler than a seven-part framework. He says the very first lever any firm should pull is pricing, and he lays out a specific strategy for doing it. Double the price on your bottom 20% of clients. If half of them stay, you have the same revenue. If all of them leave, you get the capacity back. Either way, you win.Joe also shares a measured perspective on AI adoption, noting that mass adoption in accounting is still 12 to 18 months away and that the best thing practitioners can do right now is learn directly from the developers of the platforms they already use.This episode is for firm owners curious about how to create capacity without hiring, practitioners ready to revisit their pricing strategy before the next busy season, leaders wondering where to start with advisory services, and anyone interested in a practical framework for building a more valuable practice.Timestamps00:14 - Introducing Joe Woodard: founder of Woodard, host of Scaling New Heights 02:03 - How Joe's practice led to Scaling New Heights and a coaching and consulting division 04:01 - The shift from compliance to advisory: what is holding CPA firms back 06:01 - Skill set and mindset working together: cash flow projections, dashboards, and KPIs 07:16 - The downward spiral: too busy to invest in new skills, team pressure, and turnover 09:18 - Applying the Pareto Principle to your CPA firm client base 10:42 - How to move methodically through the full client base after creating capacity 12:19 - How pricing improvements affect CPA firm valuation: revenue per FTE and clients per million 13:33 - Why the mindset block comes back around when targeting larger advisory clients 16:34 - How to reinvent your service structure instead of just improving the existing one 19:05 - Why most accounting firms are under-contracted and what to do about it 20:13 - AI adoption in accounting: where the profession is now and how fast it is moving 22:30 - Xero, QuickBooks, and Intuit: how AI integrations are already changing daily workflows 24:08 - Joe's story: his daughter, a butterfly named Alicia, and a mockingbird 27:01 - Book recommendation: "A World Without Work" by Daniel Susskind 29:03 - Where to find Joe Woodard online: woodard.comDownload Now: https://poegroupadvisors.com/accounting-practice-academy/increase-letter/Price increases are nothing to fear. The real challenge is effectively informing clients of these changes. Our templates will help you demonstrate your value and help clients understand the increases necessary to keep your firm afloat.*Download now and receive:*- (1) Major Fee Increase Letter Template- (1) 20% Fee Increase Letter Template
Your bookkeeping changes everything from a tax standpoint.If your books are messy, outdated, or based on guesswork, your tax planning is already working with bad information. You may miss deductions, misjudge your profit, make poor year-end decisions, or overpay the IRS without realizing it.In this episode, Mike breaks down why bookkeeping is not just administrative work. It is the foundation of smart tax planning. He explains what bookkeeping actually is, how your profit and loss statement and balance sheet affect your taxes, and why clean, accurate books help business owners make better decisions, reduce tax-season stress, and uncover more opportunities to lower their tax bill.
**New Video Alert! What do you do when business slows down and the phone stops ringing? In this video, I explain a simple strategy called “Shake the Tree” — a relationship-driven way to reconnect with people, generate referrals, and create opportunities without sounding pushy. It's simple, practical, and still works incredibly well. Watch the video here: https://youtu.be/MQP53EWuCFY Cheers See you over on YouTube David C Barnett #Sales #LeadGeneration #Networking #LinkedIn #BusinessGrowth #Entrepreneurship #Marketing #SmallBusiness #Consulting **** TIMESTAMPS 00:00 Introduction 01:20 The “Shake the Tree” Sales Strategy 03:15 Why I Joined a Coworking Space 05:20 Using Events to Create Conversations 08:10 The LinkedIn Outreach Strategy 11:00 Why Non-Pushy Sales Works Better 13:40 Real Results From One Campaign 16:15 Building Long-Term Business Momentum 20:00 Why Reputation Compounds Over Time 24:10 Final Advice for Business Owners **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY
Special Offer: Get 15% OFF your first FIGS order with code FIGSUK at checkout.Shop now at https://www.wearfigs.com/———————————————————————UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club———————————————————————Quarterly tax reporting is coming for self-employed dentists, and the fine print matters more than most people realise. We sit down with Vanessa, a tax partner specialising in the dental sector, and Anita, an MTD Client Services Director, to make Making Tax Digital for Income Tax feel practical rather than intimidating.We talk through what HMRC actually requires: digital records, MTD-compatible software, and quarterly updates submitted one month and seven days after each quarter end. We clarify who is in scope from April 2026, why the £50,000 threshold is gross qualifying income (and why “qualifying” means self-employment and rental income), and how the phased reductions to £30,000 and £20,000 may pull more UK dentists in over time. We also explain the final declaration that replaces the traditional Self Assessment return for the 2026 to 2027 tax year onwards, plus what still gets added at year end.From there, we get tactical. What does a dental associate report when the bank only shows net pay? How do you handle mixed NHS and private income, side income streams, or rental property? We discuss software choices including Xero, Sage and QuickBooks, the pros and cons of bank feeds, why separating business and personal accounts saves stress, and how to avoid messy reconciliations that create problems later. If you want support, we also outline service options from light-touch review to fully managed reporting and quarterly planning.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us Fan Mail
When Should You Exit a Business? Sell, Close or Walk Away How do you know when it's time to exit a business? In this special roundtable discussion, we talk about one of the toughest decisions business owners face — when to sell, shut down, or move on. Joining me are: *Rocky Lalvani – Profit Answer Man Podcast *Giuseppe Grammatico – Franchise Freedom Podcast *Henry Lopez – The How of Business Podcast Together, we discuss the warning signs business owners should watch for, how to think about succession and exit planning, and the emotional and financial realities of leaving a business behind. This is part three of our special three-part small business roundtable series. This is a ‘must see event' for anyone thinking about selling a business, planning an exit, or evaluating the future of their company. Be sure to join the premiere so that you can ask questions. Set yourself a reminder on YouTube here: https://youtu.be/VdS7QSEIwFs **** DCB Cash Flow Forecasting & Business Plan Writing Program- Save $100 May 2026 ONLY: https://dbarnett.gumroad.com/l/smallbizforecasting/CashFlow2YTPromo Links to our guests channels: *Rocky Lalvani-Profit Answer Man on YouTube: https://www.youtube.com/@UCKlxo8XQE9n6rFmlNpQHegg *Henry Lopez- The How of Business on YouTube: https://www.youtube.com/@UCTen53dRJ5m6tgPgSIN3XEg *Giuseppe Grammatico- Franchise Freedom Podcast on YouTube: https://www.youtube.com/@UCxWsxLRngbxJEH2m8w-ptYw **** Get 90% off your first 6 months of Xero Cloud Accounting: https://referrals.xero.com/DavidCBarnett_xero See why David chose Xero for his business here: https://youtu.be/LfaGUfwStqo Join David's Email list and get 7 FREE gifts: https://www.DavidCBarnettList.com **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY
We always say in the Bookkeepers Collective that it's really important to have a little black book because we think that the more people you know, the more people you can connect your clients to and this just helps you to be a more trusted advisor. In this episode, I chat with my good friend and financial advisor, Bella Clark, about the importance of financial planning and how it can help both bookkeepers and their clients. Bella shares her journey into financial advising and the value of understanding your clients' financial fears and aspirations. Connect with Bella: https://www.linkedin.com/in/financialplanninglady/ Bookkeeper's Collective Advisory Section: https://www.6figurebookkeeper.com/advisory/ ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ----- Chapters: 00:00:00 - Introduction and Guest Welcome 00:00:56 - Guest Background and Role Explanation 00:01:01 - Discussion on Financial Planning 00:03:47 - Guest's Journey to Becoming a Financial Advisor 00:07:51 - Guest's Approach to Financial Advice 00:09:49 - Concept of Future Self in Financial Planning 00:12:00 - Implementing Future Self Concept in Bookkeeping 00:12:08 - Role Play: Financial Planning Conversation 00:15:38 - Transition from Employed to Self-Employed 00:16:16 - Business Expansion and Role Changes 00:17:06 - Role of Personal Connection in Business 00:17:46 - Importance of Understanding Client's Background and Values 00:19:35 - Financial Planning: Protection Stage 00:21:40 - Scenario Planning and Forecasting 00:22:49 - The Value of Giving Value 00:25:13 - Importance of Kindness in Business 00:27:04 - Advisory Services and the Future of the Profession 00:28:43 - The Importance of Understanding Client's Goals 00:31:05 - Celebrating Personal Wins in Business #bookkeeper
Send us Fan MailThis episode is a replay of my April 2026 live Q&A, and we cover a ton of ground that I know so many of you are dealing with right now.Whether you're just starting out and trying to figure out where to even begin with automation, or you're in the thick of building a team and wondering why delegating feels harder than just doing it yourself, this one's for you. We also get into some juicy topics like QBO Payroll versus Gusto, how to handle S-Corp clients who are flying under the radar on reasonable salary, and what to do when a competitor is trying to tank your reputation online.In this episode you'll hear:The very first thing I recommend automating in your bookkeeping practiceHow to confidently ask a prospective client for access to their booksQBO Payroll versus GustoHow to advise S-Corp clients on taking a reasonable salaryResources mentioned in this episode:Elevate: https://www.ambitiousbookkeeper.com/elevateThe Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bbaEmailing List: ambitiousbookkeeper.com/subscribeDubsado (free audio series): https://www.ambitiousbookkeeper.com/dubsadoDubsado (affiliate link): https://www.dubsado.com/?c=shoupcpaDubsado Decoded: https://kendracourtney.com/dubsado-decoded/Breakthrough by Workflow Queen: https://serenashoup.krtra.com/t/IKUxtNZoz7lFYouTube: "Is It Time to Move My Clients to Xero?"Xero Partner Program (affiliate link): https://xeroamericas.partnerlinks.io/79afz10exu7dGusto (affiliate link): https://gusto.com/partners/i/serena591Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow me on YouTube: https://www.youtube.com/@ambitiousbookkeeperConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Join the next free training > Get access to the Dubsado Decoded Private Podcast Series here>>
Still getting hit with surprise tax bills, or wondering if your accountant is actually helping your clinic grow?In this episode of the Grow Your Clinic podcast, we unpack what a proactive accountant relationship should really look like - and why it can make or break your clinic's financial future. We discuss the importance of regular financial check-ins, proactive tax planning, understanding your numbers, and setting clear financial goals that align with your long-term vision. You'll learn how to structure your finances more effectively, improve cash flow visibility, leverage tools like Xero, and create a rhythm of accountability that keeps you ahead instead of reacting at tax time. Plus, we dive into the key signs your accountant may no longer be the right fit for your business.If you want more clarity, better financial control, and a smarter strategy for growing your clinic, this episode gives you the framework.Need to systemise your clinic? Start your free trial of Allie! https://www.allieclinics.com/ In This Episode You'll Learn:
Could public companies stop reporting every quarter? Blake and David break down the SEC's push toward optional semiannual reporting, OpenAI's new consulting arm, and what both moves could mean for accountants. They also cover tariff refund accounting, audit lawsuits, AI outperforming doctors in diagnosis tests, and why accountants may be better positioned than ever to build software and solve higher-value problems.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casOnPay - http://accountingpodcast.promo/onpay C&R Consulting - http://accountingpodcast.promo/cnrFishbowl - http://accountingpodcast.promo/fishbowlChapters(00:00) - TAP 487 (02:52) - Semiannual reporting shift (06:46) - OpenAI enters consulting (09:59) - True cost of Iran war (15:40) - Xero founder scandal (18:42) - Tariffs and refund accounting (24:51) - WNBA millionaire tax myth (28:18) - NYC pied a terre tax (31:42) - Education loans and accounting (34:58) - Chat Prompts Cyber Accounting (36:15) - PwC Audit Scandal Lawsuit (38:17) - BDO First Brands Fallout (40:50) - PCAOB QC Rule Debate (44:34) - RSM Layoffs Audit Demand (46:54) - AI Beats ER Doctors (49:18) - Chegg Disrupted By AI (51:13) - Rethinking Education Model (53:17) - Accountants As Vibe Coders (56:55) - Build Accounting In Excel (01:01:44) - Wrap Up CPE And Travel Show NotesSEC, FASB Prepare for Semi-Annual Reporting Optionhttps://www.accountingtoday.com/news/sec-fasb-prepare-for-semi-annual-reporting-optionOpenAI Launches the OpenAI Deployment Company to Help Businesses Build Around Intelligencehttps://openai.com/index/openai-launches-the-deployment-company/Opinion | The Iran War Will Cost Trillionshttps://www.nytimes.com/2026/05/08/opinion/hegseth-war-cost.htmlGlobal Economic Conditions Survey: Q1 2026https://www.accaglobal.com/us/en/professional-insights/global-economics/gecs-q1-2026.htmlXero Founder Sir Rod Drury Returns New Zealander of the Year Award Amid Misconduct Claimshttps://www.rnz.co.nz/news/business/594669/xero-founder-sir-rod-drury-returns-new-zealander-of-the-year-award-amid-misconduct-claimsRefunds on Trump Tariffs Pose Accounting Dilemmas for Companieshttps://news.bloombergtax.com/financial-accounting/refunds-on-trump-tariffs-pose-accounting-dilemmas-for-companiesWNBA Star Kelsey Plum Shows Embarrassing Lack of Tax Knowledgehttps://thespun.com/wnba/wnba-star-kelsey-plum-shows-embarrassing-lack-of-tax-knowledgeColumn: WNBA Star Kelsey Plum Is Taking Heat for Getting California Tax Law Wrong. But Don't Blame Herhttps://www.cpapracticeadvisor.com/2026/05/06/column-wnba-star-kelsey-plum-is-taking-heat-for-getting-california-tax-law-wrong-but-dont-blame-her/182897/New York's Pied-a-Terre Tax Sets Up Legal Fight Over Valueshttps://www.cnbc.com/2026/04/24/new-york-pied-a-terre-tax.htmlEducation Dept. Rejects Accounting as Professional Degreehttps://www.accountingtoday.com/news/education-dept-rejects-accounting-as-professional-degreeCorporate Travel's Accounting Shock: What It Means for PwC and the Wider Industryhttps://www.corporatekeysaustralia.com.au/accommodation/news/corporate-travels-accounting-shock-what-it-means-for-pwc-and-the-wider-industryFirst Brands Creditor Sues Auditor BDO Over Missed Red Flagshttps://news.bloombergtax.com/financial-accounting/first-brands-creditor-sues-auditor-bdo-over-missed-red-flagsLayoff Watch '26: RSM Trims Down in Audithttps://www.goingconcern.com/layoff-watch-26-rsm-trims-down-in-audit/AI Is Starting to Beat Doctors at Making Correct Diagnoseshttps://www.science.org/content/article/ai-starting-beat-doctors-making-correct-diagnosesChegg Was Dying Way Before ChatGPT – Chatbots Just Dealt the Fatal Blowhttps://www.barchart.com/story/news/1744436/chegg-was-dying-way-before-chatgpt-chatbots-just-dealt-the-fatal-blowAnthropic's Boris Cherny: Why Coding Is Solved, and What Comes Nexthttps://www.youtube.com/watch?v=SlGRN8jh2RINeed 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 Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website -
In this episode of Help My Small Business, Jane is joined by Michael Porter, founder of Skin Control, Australia's No.1 Acne Care Brand, which sold over 4.8 million pimple patch packets in 2025. With his experience scaling a small, niche skincare brand into a national success, Michael is bringing that hands-on expertise to review Melanie's business, Youth Skin - a safe, effective deodorant brand made for kids and teens.By the end of this episode, you'll learn: How to use a personal brand to build trust, tell your story, and drive conversions The retail strategies that get your product into more stores and keep it selling Key lessons for early-stage brands - proving demand, boosting retailer confidence, and owning your niche This episode is brought to you by Xero. Blast past tax time stress with Xero. That's Xero with an X!See what Xero can do for your business, by checking them out now!Connect with us:Follow The Lazy CEO podcast: @thelazyceo_podcast @thelazyceopodStay updated with Jane Lu: @thelazyceoConnect with Michael: @michaelwporterFollow Skin Control: @skincontrolauSee omnystudio.com/listener for privacy information.
The guys discuss Australia's Federal Budget Horror Show and why young people are the hardest hit, Xero's highly paid CEO fails again as share price slumps, Atlassian rebounds (a little), Temple & Webster downgraded and Lime Bike prepares to IPO 00:00 - Budget Chat48:39 - Temple & Webster54:40 - Xero CEO1:00:02 - Atlassian1:03:40 - Deep Dive: Lime Bikes Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcastSee omnystudio.com/listener for privacy information.
CommBank’s shares have seen their biggest single-day fall in history earlier this week after wiping $30 billion from its market value. Xero's revenue jumped 31%...but profits fell 27% after its multi-billion dollar US acquisition has hurt the bottom line. CNN has launched a stand-alone weather app…three years after its last digital product collapsed in just 29 days. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.
Better Cash Flow Management for Small Business Owners Why do so many small businesses struggle with cash flow — even when sales are strong? In this special roundtable discussion, I sit down with experienced business owners and advisors to discuss the realities of managing cash flow in a small business. We explore common mistakes business owners make, how to improve financial discipline, and practical ways to create stronger, healthier businesses. Joining me are: *Rocky Lalvani – Profit Answer Man Podcast *Giuseppe Grammatico – Franchise Freedom Podcast *Henry Lopez – The How of Business Podcast Together, we discuss the realities of starting a business, buying an existing operation, and investing in a franchise opportunity. This is part one of a special three-part series exploring the lifecycle of small business ownership. This is a ‘must see event' for anyone considering entrepreneurship or exploring different ways to become a business owner. Be sure to join live so that you can ask questions, replay will be available. Set yourself a reminder on YouTube here: See you there! David C Barnett **** DCB Cash Flow Forecasting & Business Plan Writing Program- Save $100 May 2026 ONLY: https://dbarnett.gumroad.com/l/smallbizforecasting/CashFlow2YTPromo Links to our guests channels: *Rocky Lalvani-Profit Answer Man on YouTube: https://www.youtube.com/@UCKlxo8XQE9n6rFmlNpQHegg *Henry Lopez- The How of Business on YouTube: https://www.youtube.com/@UCTen53dRJ5m6tgPgSIN3XEg *Giuseppe Grammatico- Franchise Freedom Podcast on YouTube: https://www.youtube.com/@UCxWsxLRngbxJEH2m8w-ptYw **** Get 90% off your first 6 months of Xero Cloud Accounting: https://referrals.xero.com/DavidCBarnett_xero See why David chose Xero for his business here: https://youtu.be/LfaGUfwStqo Join David's Email list and get 7 FREE gifts: https://www.DavidCBarnettList.com **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY
The ASX200 closed slightly higher after a late-session rebound, with mining giants BHP and Rio Tinto hitting fresh records while Coles fell after a landmark ACCC court ruling over misleading discount pricing. Ricardo Gonçalves speaks with Betashares investment strategist Hugh Lam about the day's market action and the forces driving investor sentiment. Plus, Xero CEO Sukhinder Singh Cassidy responds to concerns artificial intelligence could disrupt the software-as-a-service sector, outlining how the cloud accounting company plans to navigate the next phase of the AI revolution after reporting a sharp fall in profit.
In the 6 Figure Bookkeeper, a recurring discussion revolves around the challenge of gaining work experience in bookkeeping, especially for those aspiring to become a bookkeeper. This episode tackles how to overcome the hurdle of not having a bookkeeper job when you need experience. We dive into practical bookkeeping tips and strategies to build confidence and start your bookkeeping business, even from home. Visit HeyMonika: https://www.heymonika.com/ Realistic client practice for bookkeepers and accountants without touching real accounts! ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Introduction 00:00:35 - Introduction to Hey Monica 00:01:25 - The Challenges of Retraining 00:02:24 - The Gap in Training 00:04:02 - The Need for a Solution 00:07:07 - The Journey of Hey Monica 00:10:26 - The Evolution of Hey Monica 00:13:02 - The Future of Hey Monica 00:15:07 - Workplace Readiness and Exam Conditions 00:16:33 - The Development of HeyMonica 00:17:42 - The Risk and Potential of HeyMonica 00:18:21 - The Importance of Networking and Learning 00:19:00 - The Decision to Split Leadership 00:25:01 - The Importance of Passion and Market Need 00:27:46 - The Origin Story of HeyMonica 00:30:11 - Early Interest in Teaching and Learning 00:31:45 - The Importance of Financial Literacy 00:36:50 - The Vision for HeyMonica 00:37:10 - Upcoming Developments for HeyMonica 00:43:15 - The Importance of User Feedback 00:46:24 - Closing Remarks #bookkeeper
Ep. 263: With a resume that includes StubHub President and Google President of Asia Pacific and Latin America, this technology exec joins the show talk about how tennis shaped her, and the way she now is involved in ownership of the Toronto Tempo! In this episode, you will learn: Why pre-morteming failure shrinks fear and drives real action Why the who you work for will always matter more than the what How modeling imperfection — not perfection — creates psychological safety on your team How to find passion in your work, not just find work you're passionate about Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Amelia Prieto and Johnathan Levin for making this episode possible.
If you've ever wondered what it actually looks like when a CEO goes all in on AI, not just in their business but in their own daily work, then you are going to love this week's conversation.Our guest is Joseph Lyons, CEO of ELMO Software, an HR and workforce management platform used across thousands of organisations. Joseph is a seasoned executive with many years at major tech companies including a stint as a regional Managing Director at accounting software powerhouse Xero.Joseph is genuinely one of the most hands-on AI leaders we've spoken to. As you'll hear, he uses AI for everything from synthesising board papers to interrogating hundreds of customer calls for strategic insight. He describes having AI as like having a personal chief of staff that never sleeps. In this episode Joseph also shares:How he and his team use AI as a "red hat" to challenge their strategic thinkingWhy his AI human coach turned out to be 25 years his juniorThe executive productivity agent built by his HR team, andWhat ELMO is doing to make AI adoption the norm, not the exception.Joseph also has some refreshingly practical advice for time-poor, busy leaders on how to actually get started using AI.In short, Joseph is very generous in sharing with us how he works with AI in his day to day role. Whether you're a CEO, a senior leader, or simply someone who wants to understand how AI is reshaping the way executives work, we're confident you'll take a lot from this conversation. Enjoy this episode with the savvy and forward-thinking Joseph Lyons.Useful linksELMO Software websiteJoseph on LinkedIn Hosted on Acast. See acast.com/privacy for more information.
Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem
This episode explores how a Chartered Accountant can move beyond traditional finance roles to create meaningful community impact. Josh Hickford shares his journey from Big Four accounting and banking to founding a cancer support app and leading Taranaki Foundation. It is a conversation about resilience, technology, philanthropy and the evolving role of accountants in a digital world. Josh Hickford's career journey from PwC and TSB Bank to CEO of Taranaki Foundation Founding Ripple after a Hodgkin's lymphoma diagnosis in partnership with the Cancer Society Building a donor journey using digital tools like Raisely and Stripe Technology, automation and trust in community foundations Why human connection remains central to the future of Chartered Accountants This episode reminds us that accounting is not just about compliance or reporting. It is about leadership, confidence and using financial skills to build stronger communities. Technology may accelerate the journey, but purpose and people still lead the way. Apps & Tools Mentioned: Raisely - https://www.raisely.com/ Sharesies https://sharesies.com.au/ Stripe, GoFundMe, Otter.ai, Xero, Episode resources and links: https://www.linkedin.com/in/joshhickford/ https://taranakifoundation.org.nz/ If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on: LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU
AI is already here. If you are still billing by the hour and running your team on timesheets, you are building on a foundation that is cracking fast. Blake Oliver, Founder and CEO of Earmark and one of Accounting Today's top 100 most influential people, talks about the billing revolution happening right now in accounting. Blake breaks down why the billable hour is the root of inefficiency in accounting firms, how AI agents are replacing routine staff work, and what the future of fixed-fee and subscription billing looks like for small and mid-sized CPA firms.Blake Oliver did not take the traditional accounting route. He started as a musician, stumbled into bookkeeping, and became one of the earliest cloud accounting adopters in the U.S. — the second bookkeeper certified on Xero in the country. If you want to stay ahead and build a firm that thrives in the next decade, this is the episode to press play on. Tune in to The Billing Revolution: AI, Time, and the Future of Accounting Firms with Blake Oliver.Episode resources:● Website: https://anderscpa.com/ ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com ● Check out the Virtual CFO Playbook Course: https://anderscpa.com/virtual-cfo-services/vcfo-playbook/ QuotesBlake Oliver: "Timesheets are the root of all evil in accounting. It creates a culture of inefficiency and resistance to change."Tom Wadelton: "You could probably double your revenue with the existing team. That is real money. Not cutting headcount, but growing without needing more people to do it."Adam Hale: “If I see you are working too much, I am going to be asking what is wrong. Your job is to push work down, use technology, and stretch your reach."Blake Oliver is the Founder and CEO of Earmark, the app that lets CPAs and accounting professionals earn free continuing professional education by listening to podcasts. A CPA and one of Accounting Today's top 100 most influential people in the profession, Blake started his career as a musician before building one of the first cloud-based bookkeeping practices in the U.S. and becoming the second Xero-certified bookkeeper in the country. Website: https://www.blakeoliver.com/ LI: https://www.linkedin.com/in/blaketoliver/ YT: https://www.youtube.com/@BlakeTOliver Connect with Earmark:LI: https://www.linkedin.com/company/earmarkcpe/ The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.Website: https://anderscpa.com/learn/podcasts/the-modern-cpa-success-show/ Facebook: https://www.facebook.com/AndersCPA LinkedIn: https://www.linkedin.com/company/anders-cpa/ Instagram:
Neuroscience News Article: https://neurosciencenews.com/ai-dunning-kruger-trap-29869/ *** **New Video Alert! AI tools are incredibly useful for business analysis… But they can also make people dangerously overconfident. In this video, I explain how I actually use AI when analyzing businesses, what these tools are genuinely good at, and the risks people need to understand before trusting them too much. Watch the video here: https://youtu.be/0LAnVw0dylk Cheers See you over on YouTube David C Barnett **** TIMESTAMPS: 00:00 AI for Business Analysis 01:45 What AI Actually Is 04:10 What AI Is Good At 07:15 Level 1: Asking Questions 09:00 Level 2: Structured Prompts 13:05 Level 3: Building Custom AI Tools 20:15 Real Examples of AI Business Analysis 25:10 The Dunning-Kruger Trap 30:20 What AI Gets Wrong 33:40 Why Human Judgment Still Matters 36:15 Final Thoughts **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Enjoy HUGE savings when signing up for Xero cloud-based accounting software using David's sponsorship link: https://referrals.xero.com/DavidCBarnett_xero Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY
Start, Buy, or Franchise? Best Way to Get Into Business What's the best way to get into business — start from scratch, buy an existing business, or open a franchise? In this special episode, I sit down with three experienced small business experts to discuss the different paths entrepreneurs can take when entering the world of business ownership. Joining me are: Rocky Lalvani – Profit Answer Man Podcast, Giuseppe Grammatico – Franchise Freedom Podcast, Henry Lopez – The How of Business Podcast Together, we discuss the realities of starting a business, buying an existing operation, and investing in a franchise opportunity. This is part one of a special three-part series exploring the lifecycle of small business ownership. This is a ‘must see event' for anyone considering entrepreneurship or exploring different ways to become a business owner. Be sure to join live so that you can ask questions, replay will be available. See you there! David C Barnett **** DCB Cash Flow Forecasting & Business Plan Writing Program- Save $100 May 2026 ONLY: https://dbarnett.gumroad.com/l/smallbizforecasting/CashFlow2YTPromo Links to our guests channels: *Rocky Lalvani-Profit Answer Man on YouTube: https://www.youtube.com/@UCKlxo8XQE9n6rFmlNpQHegg *Henry Lopez- The How of Business on YouTube: https://www.youtube.com/@UCTen53dRJ5m6tgPgSIN3XEg *Giuseppe Grammatico- Franchise Freedom Podcast on YouTube: https://www.youtube.com/@UCxWsxLRngbxJEH2m8w-ptYw **** Get 90% off your first 6 months of Xero Cloud Accounting: https://referrals.xero.com/DavidCBarnett_xero See why David chose Xero for his business here: https://youtu.be/LfaGUfwStqo Join David's Email list and get 7 FREE gifts: https://www.DavidCBarnettList.com **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY
We sit down with Julie Williams on the Bookkeepers Podcast, sponsored by Xero, to discuss building a successful bookkeeping practice. This episode provides valuable insights into operational strategies for business growth and the importance of digitalisation. We also touch upon the broader aspects of accounting and finance for small business. Connect with Julie: https://www.holliesbookkeeping.co.uk/ 3 Part Webinar Series: https://resources.6figurebookkeeper.com/master-making-tax-digital-with-xero-the-6-figure-bookkeeper ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Introduction 00:00:26 - Julie's Background and Practice 00:01:00 - Julie's Journey into the Profession 00:06:53 - Julie's Experience with Sales and Client Acquisition 00:12:23 - Building Trust with Clients 00:12:33 - Growth of Julie's Practice 00:13:02 - Expansion of the Team and Office 00:15:37 - Adding New Team Members 00:16:09 - Transition to a Limited Company and Growth 00:16:29 - Client Base and Revenue 00:18:08 - Hiring and Team Management 00:21:07 - Making Tax Digital: Introduction and Client Impact 00:21:36 - Transitioning Clients to Digital Platforms 00:28:34 - Julie's Experience with the Bookkeepers Collective 00:29:30 - Reflections on the Luca Awards 00:31:12 - Participation in Fab and Team Building 00:31:36 - Assessing and Updating Operational Platforms 00:32:06 - Challenges with Current Management Systems 00:33:23 - Pricing Strategy and Client Communication 00:33:54 - Implementing Making Tax Digital (MTD) for Clients 00:35:10 - Encouraging Clients to Separate Personal and Business Accounts 00:36:47 - MTD Rollout and Client Resistance #bookkeeper
In this episode, Jane gets honest about what stress really looked like behind the scenes of building Showpo.This one is for anyone who is in the thick of it right now.In this episode, you'll learn: Why ignoring stress does not make it go away, and what actually helped instead The storytime of Jane's lowest moment building Showpo Why letting go is not just a systems problem, it is an emotional one This episode is brought to you by Xero. Blast past tax time stress with Xero. That's Xero with an X!See what Xero can do for your business, by checking them out now!Connect with us:Follow The Lazy CEO podcast: @thelazyceo_podcast @thelazyceopodStay updated with Jane Lu: @thelazyceoSee omnystudio.com/listener for privacy information.
This episode of Talking Trek was originally intended to be a livestream, not a traditional podcast recording. Because of that, the format is not perfectly “podcast clean” in every moment, with some live-chat interaction, stream chaos, and real-time gameplay mixed in. But the conversation around the Paragon Recruit event, officer sourcing, spending value, community frustration, and the broader direction of Star Trek Fleet Command was strong enough that we felt it deserved to be published for the podcast audience. DJz, Jules Verne, Matters, XeroGees, and the community dig into why the Paragon Recruit event felt so bad, how the 90-pull guarantee and diluted chest design landed with players, and why even spenders walked away feeling punished instead of rewarded. The show also explores the bigger question: is this just one bad event, or part of a larger reset in the STFC economy? Later in the show, the crew pivots into Duo Wave Defense strategy, updated crewing advice, real-time testing, officer sourcing choices, and the value of wave completion versus pushing too high too quickly. It is part breakdown, part therapy session, part teaching stream, and part “what in the actual galaxy is happening right now?” energy. 00:09 Stream opens with Ghost Energy, chat chaos, and pantsless tradition 05:31 DJz jokes about “proper communication” and a future heroic spend event 07:01 Xero's frustration and why even longtime players need a break 12:03 Xero explains what finally pushed him away from Fleet Command 20:43 DJz frames the night: community sound-off, teaching, and surviving together 21:34 Paragon Recruit warning: no current plan for the event to return 24:02 Why the Paragon chest concept was not the problem, but the bloat was 25:29 The awkward 90-pull guarantee math and why the spend felt intentional 32:19 Jules explains the Vengeance Is Mine dilemma and the Paragon trap 33:59 $350+ in value and still only halfway to Academy Doctor 35:01 Officer acquisition reset, or something far worse than a reset? 39:01 Community fear: are these changes pushing players out? 47:36 DJz shares the professional message he sent about recent STFC decisions 54:32 Paragon called out as vague, shiny, RNG-heavy, and “gambly” 56:01 Direct warning: Paragon was a single-run event, subject to change 57:38 Cadre Recruit preview and why it looks like the same mechanic again 01:06:43 Trying to find the positive: Alliance Tournament and Duo Wave Defense 01:12:16 The larger theory: new player resets, old player fatigue, and game direction 01:20:16 STFC is not shutting down, but it may be shaving life off itself 01:25:07 Revenue, whales, burnout, and whether top spenders are “acceptable casualties” 01:34:38 Wave Defense Battle Pass value and why some players may not need to panic 01:43:51 DJz admits this was not planned as a podcast, but the conversation is strong 01:50:38 DJz talks diversification, Pokemon Go Fest, and creator-life strategy 02:00:14 Why STFC is a different game now than veterans remember 02:09:59 Duo Wave Defense Part 2 begins with Jules Verne coaching strategy 02:20:00 Preparing DJz's first Duo Wave Defense run on Server 15 02:35:17 Which officer to choose from the Paragon guarantee, if you chase it 02:38:26 Target levels, ship choices, and why level 68s matter in Duo Waves 02:44:00 Protector placement, wave tricks, and old group-wave tactics 02:50:30 Live Duo Wave Defense run begins 02:58:22 Wave strategy: what to kill, what to ignore, and where hostiles spawn 03:07:27 Officer Laurels, future sourcing, and why Genesis may be worth chasing 03:08:06 Duo Wave Defense strategy wrap-up and lessons learned 03:14:07 Bonus chaos: cow video narration, documentaries, and post-show nonsense 03:20:02 Podcast outro for a livestream that unexpectedly became publishable
**New Video Alert! Most people think buying a business is straightforward… Find a deal, get financing, close, and you're done. But real deals don't work that way. In this video, I walk through 3 real acquisitions and what actually happened — including delays , surprises, and the lessons you can use in your own search. Watch the video here: https://youtu.be/VilH5y_hlus Cheers See you over on YouTube David C Barnett #BuyABusiness #BusinessAcquisition #Entrepreneurship #SmallBusiness #DealMaking #ETA #BusinessTips #Investing *** TIMESTAMPS: 00:00 Why Buying a Business Isn't Simple 01:30 Deal #1: Closing Chaos & Transition Reality 06:10 Deal #2: Bank Delays & Hidden Opportunity 10:45 Deal #3: “Buying a Job” That Works 15:20 Creative Deal Structures Explained 18:10 Key Lessons from All 3 Deals 20:30 Why You Shouldn't Do This Alone **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Enjoy HUGE savings when signing up for Xero cloud-based accounting software using David's sponsorship link: https://referrals.xero.com/DavidCBarnett_xero Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY
Agradece a este podcast tantas horas de entretenimiento y disfruta de episodios exclusivos como éste. ¡Apóyale en iVoox! Esta historia empieza con un encargo....‼️ Ed Gorman (1941-2016) Cedar Rapids, lowa, EE.UU., fue un galardonado autor estadounidense, conocido principalmente por sus novelas policíacas y de misterio. Escribió El club de póker, que ahora ha sido adaptada al cine con el mismo título, dirigida por Tim McCann. Ha escrito bajo numerosos seudónimos, entre ellos «EJ Gorman» y «Daniel Ransom». En 1992, ganó el premio Spur a la mejor narración breve por su cuento «The Face». Su colección de relatos «Cages» fue nominada al premio Bram Stoker de 1995 a la mejor colección de relatos. Su colección «The Dark Fantastic» fue nominada al mismo premio en 2001. Ha colaborado con numerosas revistas y otras publicaciones, entre ellas Xero, Black Lizard, Cemetery Dance, la antología Tales of Zorro y muchas más. Y recuerda que puedes seguirnos en Telegram, YouTube, Instagram y X, y si este podcast te acompaña, te inspira o te gusta lo que hago, puedes hacerte fan y apoyar la nave. Tu energía mantiene viva esta aventura sonora.🚀 Aquí te dejo la página directa para apoyarme: 🍻 https://www.ivoox.com/support/552842 ¡¡Muchas gracias por todos tus comentarios y por tu apoyo!! Voz y sonido Olga Paraíso, Música Epidemic sound con licencia premium autorizada para este podcast. ⏩BIO Olga Paraíso: https://instabio.cc/Hleidas Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals
What makes more sense for business expansion — entering a new market or growing market share? New Livestream guest – Gary Kunkle I'm happy to have Gary join me on a live broadcast. Gary is a business advisor and researcher who has spent years studying how companies grow, where they go wrong, and what actually drives profitable expansion. Tune in as we discuss the critical decision business owners face when scaling — whether to expand into new markets or focus on capturing more share in an existing one. We'll also explore the hidden dangers of growth, why not all customers are profitable, and how smarter growth strategies can lead to better outcomes. This is a ‘must see event' for anyone looking to grow a business or make smarter strategic decisions. Find Gary online at https://www.linkedin.com/in/garykunkle/ Learn more about my newly-updated Cash Flow Forecasting & Business Plan Writing Program at https://www.BizPlanSchool.com Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero . Terms & Conditions apply.* See the video of my Xero story here: https://youtu.be/LfaGUfwStqo Sign up for David's email list at https://www.DavidCBarnettList.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY
In the latest episode of Executive Function, Brett is joined by Diya Jolly, Chief Product and Technology Officer at Xero. Before Xero, Diya was CPT at Okta and led YouTube's advertising monetization products at Google. In this conversation, she unpacks her three-bucket framework for delegating decisions, why the most important part of a CPO's role is to drive team-wide ambition, and why the best executives need to spend half their time thinking, not doing. In today's episode, we discuss: Why a CPO's number one job is raising their team's ambition, not shipping features How to demand the best from your team without creating a fear-based culture Why organizational politics is actually an incentives problem How Diya is “militant” with her calendar to carve out dedicated thinking time Why you should avoid chasing titles in your career - and what to chase instead References: Google: https://www.google.com Melio: https://meliopayments.com Okta: https://www.okta.com Sukhinder Singh Cassidy: https://www.linkedin.com/in/sukhinders/ Xero: https://www.xero.com Where to find Diya: LinkedIn: https://www.linkedin.com/in/diyajolly Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ Twitter/X: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast Timestamps: 00:12 How an excellent CPO makes an impact on the business 02:01 How the CPO role shifts under founders vs hired CEOs 03:38 Influencing a founder without going deferential 07:37 How adding value to customers is always a net positive 08:45 Why roadmaps need more risk in the AI era 12:30 How to shelter innovation teams from the existing system 15:12 What's different about being a great CPO in 2026 17:34 How AI has changed the concept of an app 18:28 It's essential for CPOs to fly at a low altitude 20:34 How misaligned incentives cause organizational politics 25:13 Being demanding without creating a fear-based culture 28:10 Why raising ambition is a CPO's number one job 31:39 The boss who taught Diya to keep raising the bar 32:43 The hardest part of being a CPO 35:28 The three buckets Diya uses to delegate 36:30 How Diya protects deep-work time on her calendar 42:45 Xero's game-changing early bet on AI insights 44:58 How far into the future should CPOs plan for? 47:14 What it takes to be an excellent C-suite member 48:53 Why ambitious PMs should chase impact, not titles 50:28 The four bottlenecks that stall career growth
Most business buyers make the same costly mistakes… They waste time on bad deals, get ignored by brokers, and sometimes overpay without realizing it. In this video, I break down 4 practical tools that can help you avoid those traps and move forward with confidence. Watch the video here: https://youtu.be/wZ5rpWtHabo Cheers See you over on YouTube David C Barnett **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Enjoy HUGE savings when signing up for Xero cloud-based accounting software using David's sponsorship link: https://referrals.xero.com/DavidCBarnett_xero Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY
What happens when a business broker focuses on just one industry? New Livestream guest – Bryan Baese I'm happy to have Bryan join me on a live broadcast. Bryan is a business broker who specializes exclusively in auto repair shops, and he's built a strong business by focusing on a single niche. Tune in as we discuss industry-specific business brokerage, how specialization can create real opportunity, and the biggest mistakes business owners make when preparing to sell. We'll also explore how the buyer landscape is changing and what it means for brokers and sellers today. This is a ‘must see event' for anyone interested in business brokerage, buying or selling a business, or building expertise in a specific industry. Find Bryan online here: https://www.rpmshopsales.com/ ** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero . Terms & Conditions apply.* See the video of my Xero story here: https://youtu.be/LfaGUfwStqo Sign up for David's email list at https://www.DavidCBarnettList.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY
Send us Fan Mailsome links are affiliate linksIn this episode, I'm sharing our March live Q&A where I answered rapid-fire questions about running a bookkeeping firm. If you've ever wondered how to manage a shared team inbox without micromanaging, what to do with merchant clearing account balances at year end, or how to navigate a CPA non-compete, this one's for you.In this episode you'll hear:How to manage a shared team inboxWhat to do with merchant clearing account balances at year endWhy building a 100% virtual client base can actually be easier than going localResources mentioned in this episode:Xero**:https://xeroamericas.partnerlinks.io/79afz10exu7dFor experienced bookkeepers & accountants:Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>Grab my FREE Start your Bookkeeping Biz Checklist >>Grab my FREE New Client Onboarding Templates >>For new bookkeepers:Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >>For creators:Become a client at my firm, Of Course Financial >> https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73fFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit my website: ambitiousbookkeeper.comSubscribe to my Newsletter ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript**Buzzsprout**AFFILIATE DISCLAIMERWe participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.Join the next free training > Get access to the Dubsado Decoded Private Podcast Series here>>
What happens when AI starts doing the audit work itself? Blake and David dig into KPMG's prediction that routine audit testing could soon happen with almost no human auditors directly involved. They also cover the IRS's unfinished AI projects, the end of Direct File, new tax-on-tips rules, and why firms investing more in marketing are growing faster. Press play to hear what these shifts could mean for accountants, firms, and clients.Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/casOnPay - http://accountingpodcast.promo/onpayWurthy - http://accountingpodcast.promo/wurthyChapters(00:00) - Audits Without Humans (00:22) - Tax Day Show Kickoff (02:30) - When Tax Day Hit Post Office (04:34) - E Filing Ends The Party (05:23) - This Week Top Stories (05:58) - Warehouse Fire Accounting Impact (08:52) - Compliance Time Cost (11:04) - No Tax On Tips Rules (13:44) - IRS AI Projects Stall (14:43) - Direct File Cost Debate (17:30) - Xero Os Buzzword Critique (20:32) - Can Ai Replace QuickBooks (21:23) - Reddit Claude Accounting System (22:45) - Firms Lose Stack Control (23:27) - AI Makes More Cleanup (23:58) - Tidwell Spreadsheet Accounting (25:13) - Tax Preparer Fraud Cases (27:17) - Big Four Audit Automation (30:58) - EY Office Mandate and Careers (34:01) - Firm Growth Marketing and AI (36:19) - Audit Lawsuits and Penalties (40:19) - Juno AI Tax Prep Funding (42:27) - Workers Skipping AI Review (44:36) - Agentic Frameworks and Omni (47:19) - Wrap Up and Free CPE Show NotesHow Tax Day Turned Into Party Night at the Post Officehttps://www.history.com/articles/tax-day-partiesAmericans to Spend 11.6 Billion Hours Completing Federal Compliance Formshttps://www.cpapracticeadvisor.com/2026/03/16/americans-to-spend-11-6-billion-hours-completing-federal-compliance-forms/179866/IRS Publishes List of Jobs That Qualify for 'No Tax on Tips' Provisionhttps://www.cnbc.com/2026/04/13/irs-tax-on-tips-big-beautiful-bill.htmlIRS AI Projects Fall by the Wayside Due to Staff Cutshttps://www.accountingtoday.com/news/irs-ai-projects-fall-by-the-wayside-due-to-staff-cutsIRS Inflated Direct File Costs by $45 Million in 2025https://www.cpapracticeadvisor.com/2026/03/25/irs-inflated-direct-file-costs-by-45-million-in-2025/180237/Xero OS: Your Operating System for the Future of Autonomous Financehttps://blog.xero.com/news-events/xero-os-ai-native-operating-system/Tidwell — MCP Accounting Server (Reddit reference)https://www.tidwell.comWarehouse Worker Charged in $500M Arson Attack at Kimberly-Clark Distribution Centerhttps://abc7.com/post/employee-arrested-arson-kimberly-clark-distribition-center-destroyed-massive-fire-ontario/18851549/New Jersey Tax Preparer Sentenced in Largest COVID-19 Tax Relief Fraud Casehttps://www.justice.gov/usao-nj/pr/new-jersey-man-sentenced-prison-largest-covid-19-tax-relief-fraud-scheme-countryPennsylvania Tax Preparer Jessica Cordero Faces Federal Charges in New Fraud Schemehttps://www.justice.gov/usao-edpa/pr/allentown-woman-and-two-others-charged-federal-court-wire-fraud-and-aggravated-identityIn This Critical Part of Audits, the Accountant's Role Is Shrinking Fasthttps://www.wsj.com/finance/accounting/auditors-ai-kpmg-pwc-ey-7f07d3a5KPMG Plans to Cut Up to 440 Audit Jobs in UKhttps://www.bloomberg.com/news/articles/2026-03-27/kpmg-set-to-shed-hundreds-of-auditors-as-attrition-remains-lowEY Requiring U.S. Tax Staff to Work In-Person 12 Days a Monthhttps://www.accountingtoday.com/news/ey-requiring-us-tax-staff-to-work-in-person-12-days-a-monthAI Is Changing How EY Recruits, Develops and Promotes Employeeshttps://www.businessinsider.com/ey-ai-talent-career-paths-accounting-2026High-Growth Accounting Firms Spend Twice as Much on Marketinghttps://hingemarketing.com/blog/story/marketing-financial-services-the-2025-forecastEvergrande Liquidators and PwC Head to Courthttps://www.accountingtoday.com/news/evergrande-liquidators-and-pwc-head-to-courtOntario Securities Commission Accuses KPMG of Botching Audits for Bridging Financehttps://www.accountingtoday.com/news/ontario-securities-commission-accuses-kpmg-of-botching-audits-for-bridging-financeJuno Raises $12M Seed to Scale AI Tax Preparation Platformhttps://www.cpapracticeadvisor.com/2026/04/13/juno-raises-12m-seed-to-scale-ai-tax-preparation-platform-that-automates-90-of-busy-work/181502/AI Slop Survey: A Third of Workers Rarely Check AI Output Before Using Ithttps://www.cpapracticeadvisor.com/2026/04/08/ai-slop-survey-a-third-of-workers-rarely-check-ai-output-before-using-it/181191/Agentic AI Frameworks and Artifact's Omni Platform Launchhttps://www.artifact.buildNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: