W “Po odwyku” gadamy o tym, jak trzeźwe życie zamienić w przygodę. Jak podnieść się po upadku i jak znowu się nie wywalić. Jak odzyskać stracony czas. Jak zrobić użytek ze wstydu. Jak nie przedawkować spokoju. No i o tym, co ćpać po odwyku. Jakub Żulczyk i Juliusz Strachota 👉 https://patronite.pl/poodwyku - wesprzyj nas! 👉 https://poodwyku.pl - kup wydane przez nas książki!
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Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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CPA Life, with host John Randolph, focuses on local CPA firm leaders across the country who go against the grain in building exceptional organizations through non-traditional practices. They show there are firms outside of the Top 100 where you have the ability to build a sustainable, family-friendly career in accounting. Listen in and discover that's not the exception – but the rule!
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Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
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All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
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The Unique CPA is the show where we’re going beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading edge management techniques and styles. We’re keeping you at the forefront of the changing face of public accounting with fascinating leaders, bringing you their stories and advice inside the accounting industry.
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Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
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Real moms. Real mom financial issues. Real moms in business. Real stories. I am Booth Parker. A CPA, wife, and mom that loves all things home and family. In this podcast, I talk all things money for moms, families, and small business. From tips to ideas to info you just need to know, I break it down so moms can apply it to their own families and businesses!
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Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.
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CPAM 1410 AM
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Podcast of C.Pardo aka Technosys
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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Join your host, Laurence Whittam, on a groundbreaking podcast journey tailored for the modern accounting professional. ”Business Beyond Borders” delves deep into the world of accounting, offering a fresh perspective that transcends traditional boundaries. Each episode is a treasure trove of knowledge, focusing on trends, strategies, and the transformative power of staffing, outsourcing, and offshoring. Why This Podcast? - Explore Beyond Borders: Uncover the potential of global staffing solut ...
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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Do you owe back taxes to the IRS or your state government or have unfiled tax returns? Then this is the podcast for you! Every Monday, Wednesday, and Friday, Logan Allec, CPA — owner of A+ BBB-accredited tax resolution firm Choice Tax Relief — explains exactly how to get tax relief for your back tax debt. Would you like a FREE tax relief consultation with Logan's company, Choice Tax Relief? Schedule your consultation now by calling 866-8000-TAX!
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JROBIN CPAWIFE
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Podcast by American Conservative Union
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An educational podcast to teach you about how taxes affect your business and personal lives and how to lower your tax bill. Taxes affect every area of life, from buying a house, trading stocks, trading NFT/Crypto currency, operating a business, and even giving birthday gifts. We are here to help you understand the complexities of the tax code. Disclaimer: The purpose of this podcast is for educational purposes. Please consult with your accountant, financial advisory and other resources befor ...
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An original podcast series from the Texas Society of CPAs specially created to share insights and navigation tips for those on the path to a CPA license, as well as those who just want to learn a little bit more about what it means to be a CPA.
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This podcast is brought to you by CPA MOMS®. We provide business owners with an affordable solution by working exclusively with talented CPA's willing to exchange high salaries for flexibility. We pride ourselves on being the "eHarmony" of the accounting world, supporting female accountants who want a career as well as a family. If you are a busy female accountant who also happens to be a mom, struggling to have it all - a thriving career and a happy family - then this podcast is the resourc ...
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Listen to Richard Webb, Respiratory Therapist and CEO of Monitor Medical host “The CPAP Show”. Joining him is Patient Care Technician, Jason Rodriguez, to help answer questions live! For more information visit our website at www.monitormedical.com or call Customer Service at 866-634-0177.
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New Jersey CPA dedicated to helping small business owners succeed. Your success is my business.
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Three girlfriends --Carolyn Leslie, Pam Norals, and Almedia Johnson -- who come together to have lively conversations full of knowledge, wisdom, and nuggets to help you along the way.
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Marie Torossian, CPA is #your10xcpa, and #notyourtypicalcpa
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Listen today as the Big CPA helps you better understand the crazy world of Accounting and Finance.
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Topics include: Financial Reporting, Select Balance Sheet Accounts, and Select Transactions.
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Join CPA & Entrepreneurial Accountant Salim Omar as he guides the audience through the principles of his "Genius Model", which shows CPA firm owners and accountant & tax practitioners how to make their practice successful.
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The podcast for anyone thinking about or currently pursuing the CPA - featuring interviews with AICPA Exams Team staff, NASBA, recent Exam passers, and more. Brought to you by the American Institute of CPAs, the developer of the Uniform CPA Examination®, Next Stop CPA is the official podcast for the CPA Exam. Got a topic idea for us? Email: NextStopCPA@aicpa-cima.com
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CPAC 2017 - Wayne LaPierre, NRA audio English CPAC 2017 - Wayne LaPierre, NRA
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Topics include: Ethics, Professional Responsibilities, and Federal Tax Procedures, Business Law, Federal Taxation of Property Transactions, Federal Taxation of Individuals, and Federal Taxation of Entities.
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Steve Bannon, Reince Priebus Interview at CPAC 2017 audio English
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Core CPAs & Advisors is a proactive firm assisting entrepreneurs, small businesses and its owners to structure & grow. Our professionals will elevate your knowledge and give you the confidence to structure your business and personal finances to create, and manage your wealth. Our team of professionals have over 100 years of practical expertise and have a passion for you our clients, and future clients.
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If you want to build an accounting or bookkeeping firm that gives you joy, you need to stop, and focus. Learn strategies and best practices for practice management and earn FREE CPE while you're at it!
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Judge Jeanine Pirro FULL SPEECH- CPAC 2017 audio English
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CPA Tech Talk is dedicated to helping CPA firm owners strengthen your cybersecurity and improve client service through implementing best-in-class technology solutions. We also provide actionable strategies for CPA firms looking to add cybersecurity and IT advisory services to help your clients mitigate one of the top business risks they face.
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In-depth, honest accounting software reviews capturing the real-life experiences of using particular products.
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What in the world is captive insurance? What does it do? What type of businesses are captives for? Join Ken Huffman, CPA, Captive Manager, Tax Strategy Expert, and CPE Sponsor to learn all these answers and more! Also visit https://www.CaptiveNation.com.
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CPA Conversations podcast series focuses in on accounting-related news and hot topics.
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Welcome to Consistent, Percise, Agape. Where we stay consistent, be percise, and give Agape. Together me and you are on a journey to find our true self and become the person we were created to be. Allowing new adventures to come our way and gaining understanding of our people. I believe in you like you believe in me. PEACE! Cover art photo provided by Debby Hudson on Unsplash: https://unsplash.com/@dhudson_creative
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A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients, a better practice, and the life you deserve. Learn more about the WealthAbility® Network: https://wealthability.com/thenetwork/
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CPAC Today in Politics starts each weekday in Canadian politics with the latest news headlines, a summary of topical opinions from columnists, editorialists and pundits and a preview of the day's events and activities. Hosted by veteran writer and broadcaster Mark Sutcliffe, CPAC Today in Politics provides you with the information you need to understand what's driving public policy and political decision-making and tells you what to watch for in the day ahead. This podcast is only available ...
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Vice President Mike Pence Speaks at CPAC 2017 audio English Vice President Mike Pence Speaks at CPAC about Law and Order, Prosperity and The Future of America!!
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"CPA Review & More" is hosted by Phil Yaeger of Yaeger CPA Review. This podcast will discuss the CPA Exam and other topics related to CPAs. Each week we will have a special guest that we will interview about their career in the financial industry.
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President Donald Trump Speech at CPAC 2017 (02-24-2017) audio English President Donald Trump Speech at CPAC 2017 (Conservative Political Action Conference), Frid7ay, February 24, 2017 - President Trump Live Speech
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Foresight: The CPA Podcast asks CPAs to reimagine their position at the centre of the economy. Accountants face an urgent choice: embrace change or risk falling behind, losing relevance and being replaced by competitors. Foresight: The CPA Podcast takes a deep dive into how societal shifts are transforming the role of CPAs. From AI to ESG. From protecting the environment to protecting professional ethics. Each episode asks CPAs to reimagine their position at the centre of the economy. This p ...
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This is THE PODCAST for learning about how to dominate your professional accounting or finance career and how to become certified in your field as a CPA, CMA, EA, CIA or CISA. Bryan Kesler walks you through the steps he took to pass the CPA exam while working full time and hosts interviews with people very similar to yourself to learn how they are successful in their careers. Bryan launched his blog theCPAguide.com and CMAguide.com in July of 2012 and has helped thousands of people sign up a ...
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Unlock the full potential of your CPA firm with Taxaroo, the premier management software designed specifically for accounting professionals. Say goodbye to tedious paperwork, data entry errors, and time-consuming processes. Taxaroo streamlines every aspect of your practice, from client management to tax preparation, so you can focus on what truly matters – delivering exceptional service and maximizing profits. With Taxaroo, you can effortlessly manage client information, track billing, and m ...
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57 - How Collaboration Multiples Success: Anton Anderson's Blueprint for Advisors and VFO’s
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In this episode, Jackie Meyer sits down with Anton Anderson to discuss the essentials of strategic partnerships between financial advisors and accountants. Anton shares his expertise on creating a virtual family office, establishing valuable advisor-CPA relationships, and the importance of proactive client support. Together, they cover practical st…
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TikTok Fraud Exposes Gaps in Financial Literacy | Accounting ARC
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Social media users jumped on a Chase ATM “free money” scheme—but the consequences were severe. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation In the age of social media, financial misinformation can spread as rapidly as it’s created, and the Chase Bank ATM scam exemplifies this. MORE Accounti…
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The Coming Metamorphosis in Accounting
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Randy Crabtree talks to Lisa Simpson, Vice President of Firm Services at AICPA, on Episode 186 of The Unique CPA. Lisa stresses that essential transformations are needed to ensure a prosperous future for the profession. Fostering a healthy community of accounting professionals and critical shifts in the traditional business model are keys to stayin…
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Ep.53: Happiness thrives beyond money’s role
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01:26 - Career Transition: Life After Deloitte 09:59 - Key Skills for Aspiring Accountants: What Students Should Focus On 14:28 - Supporting Students in the AI Era: Insights from a Professor 16:25 - Essential Skills for Post-Graduation Success in Accounting 24:25 - Balancing Ministry and Accounting: How They Shape Each Other 26:48 - Hidden Hobbies:…
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New Year’s resolutions don’t work, right? Or could they? Booth dives into how to set and achieve your goals by being specific, making an actionable plan, and above all, by creating new habits. Join Booth as she shares personal stories and practical advice to help you become your best self! Find Booth's blog post on creating helpful environments her…
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#319 - The Surprising Power Of Morning Thoughts
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Do you ever wake up and find your mind already running at full speed? Before you’ve even had your first sip of coffee, you’re already thinking about a million different things. It’s like your brain hits the ground running the moment your eyes open. These early morning thoughts can set the tone for your entire day, whether you realize it or not. We …
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48 - Exploring Latin America's Emerging Potential for CPA Firms with Brendan Quirk
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In this episode of Business Beyond Borders, Laurence Whittam and Brendan Quirk dive into the opportunities and challenges of outsourcing and nearshoring for CPA firms in Latin America. Brendan shares insights from his extensive experience in the region, offering valuable perspectives on strategy, talent acquisition, and cultural nuances. In this ep…
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Adding $2M in Accounting Services in 36 months w/ Greg O'Brien CPA, CTS
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In this episode of Growing Your Firm, host David Cristello welcomes back Greg O'Brien, Co-CEO of Anomaly CPA, for an insightful discussion about the evolution of his firm since their last conversation three years ago. They reflect on the growth of Anomaly CPA, including the firm's current headcount and revenue, as well as the strategic decisions ma…
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Join Tom Wheelwright as he discusses how Trump’s tax plan will impact you and your small business with his guest and author of Taxocracy, Scott Hodge. Scott is President Emeritus & Senior Policy Advisor at the Tax Foundation, which he led as President for over two decades between 2000 and 2022. He is recognized as one of Washington’s leading expert…
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From Tradition to Transformation: Catalyzing Growth
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Eric Joern started his accounting career at James Hamlin & Co., a traditional firm founded in the 1960s in Antioch, Illinois, right out of college. He joins John Randolph on Episode 54 of CPA Life to talk about his role in transforming that firm into Kaizen CPAs and Advisors, where he now serves as partner. Doing away with traditional CPA practices…
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IRS PPIA Explained by a CPA in the SIMPLEST TERMS POSSIBLE!
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A Partial Payment Installment Agreement does not have to be complicated. Listen to this episode to learn more about this option when it comes to your tax debt! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ Mentioned Video Link: -The IRS Partial-Payment Installment Agreement (PPIA) Explained!: • T…
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321 When Your Revenue Dries Up Overnight with Minnie Lau, CPA
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom What do you do when the market throws your business a giant curve-ball and your revenue streams dry up overnight? Minnie Lau CPA shares the good, the bad, and the ugly of …
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EP 72 - Holistic Wealth Planning w/ Dave Walcott
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Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... At the very least, get on our newsletter to gain access to free live events and exclusi…
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Mastering IRS Taxation of Cryptocurrency and Digital Assets
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This course comprehensively covers cryptocurrency and digital asset taxation and is designed for accounting professionals handling crypto transactions. Learn the IRS treatment of digital assets, including taxable events, reporting requirements, and common pitfalls. Understand how to properly calculate and report crypto gains, losses, and income whi…
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Behind the Scenes of a Private Equity Backed Accounting Firm w/Tim Brackney
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In this episode of Growing Your Firm, host David Cristello welcomes Tim Brackney, the Chief Executive Officer of Springline Advisory, a firm backed by private equity. They delve into the philosophy of utilizing talent from small firms to enhance shared services, while also discussing the complexities and nuances of private equity in the industry. T…
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324 A Systematic Approach for Accountants to Increase Prices
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Almost every CPA I work with is underpriced. However, increasing prices can be scary because you’re worried you will send clients running. Yet, when we apply pricing tools…
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Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | The Disruptors
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Your pricing isn’t aligned with the future, and neither is your business model. Plus: 18 more takeaways. The Disruptors With Liz Farr Jody Padar, The Radical CPA, has been pushing for big changes in accounting for years. Her latest book, Radical Pricing, is a blueprint for firm owners who want to fully transform their businesses to serve clients be…
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Stacy Dreher: Scaling Marketing Excellence for CPA Firms | Capstone Conversations
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"Marketing CPA firms in a sea of sameness is challenging, but when you niche down, the possibilities are limitless." By Jean Caragher For CPA Trendlines In the latest episode of Capstone Conversations, Stacy Dreher, the Director of Practice Growth at James Moore & Company and the Association for Accounting Marketing’s (AAM) 2024 Marketer of the Yea…
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Bailey Parnell: Why Accountants Must Master Soft Skills in a VUCA World | Accounting Influencers
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Having a growth mindset, seeking feedback, and auditing one's skills are essential to continuous learning and development. Accounting Influencers with Rob Brown Bailey Parnell, owner of Skills Camp, emphasizes the importance of soft skills in the workplace, particularly in high-pressure professions like accounting. She stresses that grit is just on…
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John Higgins: How ChatGPT Can Help CPAs Be Advisors | Gear Up For Growth
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"Clients want value, and now, with these tools, you can give them more value." Gear Up for Growth With Jean Caragher For CPA Trendlines “AI and ChatGPT-type tools can become your advisory services assistant,” says John Higgins, founder and CEO of Higgins Advisory. “It can help CPAs communicate better as an advisor and help identify the things CPAs …
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REFRAME PODCAST: With Phil Jones
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In this episode, we dive into building influence and trust in client relationships with insights from Exactly What to Say author Phil Jones and CPAs Hector and Carlos Garcia. They discuss how accountants can reframe “selling” as “serving,” communicate value beyond price, and move from technical experts to trusted advisors. Learn practical strategie…
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Art Werner: Preparing for the Tax Cuts and Jobs Act to Expire | Quick Tax Tip
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Quick Tax Tip With Art Werner CPE Today As the end of 2024 draws closer, tax advisors and taxpayers should prepare for major changes that could significantly impact tax bills. Art Werner highlights an upcoming challenge: the scheduled expiration of the Tax Cuts and Jobs Act (TCJA), which was signed into law in 2017 and brought significant tax break…
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56 - How to Benchmark Better for Advisors
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Join Jackie Meyer as she interviews Susan Bell, co-founder of Vertical IQ, to uncover how this industry research platform empowers advisors and firms to stand out through detailed benchmarking data, cash flow insights, and industry-specific guidance. Learn how Vertical IQ’s trusted advisor model, along with its integrations and customizable data, c…
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323 7 Payment Options CPAs Can Use for Tax Returns
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Providing payment options is an intangible form of value that can be captured to increase revenue without adding more hours or work. Rather than say to your client, “Here’…
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How Accounting Pros Own the Stage in Public Speaking | Accounting ARC
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From free speeches to paid engagements, thought leaders discuss breaking into the speaking circuit and what they’ve learned along the way. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Center for Accounting Transformation In this episode of Accounting ARC, Donny Shimamoto, Liz Mason, and Byron Patrick dive into the world of pai…
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Greg Kyte: Being a CPA is Like Being the Marie Kondo of Numbers | Accounting ARC
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Find your unique voice in the profession, and don’t be afraid to innovate. Accounting ARC With Donny Shimamoto. Center for Accounting Transformation Greg Kyte defies every stereotype of the typical accountant. Kyte, a licensed CPA and in-house accountant for a company managing medical office buildings, is also a stand-up comedian. In a recent inter…
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Rebecca Driscoll: Amplify Reach by Helping Other Firm Owners | The Disruptors
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The future of accounting will be strategy, communication, analysis, and proactive support. The Disruptors With Liz Farr Rebecca Driscoll went out on her own at a young age when a partner at the CPA firm where she was working encouraged her. “You're not cut out for this path that we have in a traditional accounting firm,” Driscoll recalls him tellin…
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Harnessing the Future: Technology's Role in Advisory
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On Episode 185 of The Unique CPA, Randy digs into advisory platforms with David Snider, CEO and founder of Harness Wealth. Harness is one such platform making waves in the profession, and David, in discussing his journey from the real estate tech industry to tax and wealth management, explains how these worlds linked together for him to found Harne…
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Przemek Rudzki: Bez tej tabletki nie potrafiłem wyjść z domu
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👉 poodwyku.pl – KUP KSIĄŻKĘ PRZEMKA RUDZKIEGO I INNE TYTUŁY OD NEWHOMERS Partnerem podcastu jest SOTi Natural – firma, która wie jak parzyć liście herbaty i nie tylko. Na kod "POODWYKU" 15% rabatu na ich produkty!Przemek Rudzki - dziennikarz, pisarz, współtwórca Kanału Zero – opowiada o depresji, nerwicy lękowej, uzależnieniu od leków, ale także o …
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Becca Johns: How Rea CPAs Is Pushing into Advisory | Capstone Conversations
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Challenging the CPA mindset. Capstone Conversations With Jean Caragher Rea & Associates is transitioning from a traditional CPA-centric model to a broader advisory role, aiming to offer services such as IT consulting and wealth management. Becca Johns, director of practice growth, tells Jean Caragher in this episode of Capstone Conversations that t…
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Ep.52 Oooohh!!! Moments Make Teaching Rewarding
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Ep.52 Oooohh!!! Moments Make Teaching Rewarding http://www.youtube.com/@CPACareerPathsBởi Erick Bell, D.Min., CPA
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#318 -Why Your Brain Resists Change (And How To Outsmart It)
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Think about how often you’ve set a goal, like starting a new exercise routine or trying to eat healthier, only to find yourself slipping back into old patterns. It can feel frustrating, like you’re stuck in a loop, always wanting to improve but somehow ending up in the same place. This is something most of us experience at one time or another, and …
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Ed Warren: Have Difficult Conversations to Grow Your Business | Accounting Influencers
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Prune your existing portfolio to create a revenue pipeline. Accounting Influencers with Rob Brown Ed Warren, a veteran sales executive in the accounting industry, shares expert insights on growing accounting firms through client advisory services and leveraging technology to stay ahead of the competition in this episode of the Accounting Influencer…
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What's Next: Our Clients Are Our Co-Creators
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Join Tom Wheelwright as he discusses how business owners can survive the rapid changes in technology by creating powerful branding that will perpetually evolve with, empower, and serve Generation AI with author, strategy accelorator, and consultant - Lior Arussy. Lior is a seven-time author and one of the world’s leading authorities on customer exp…
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47 - Mastering Offshore Success Strategies for Building Effective Global Teams with Abhilasha Parikh
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In this insightful episode, Laurence Whittam sits down with Abhilasha Parikh to explore the essentials of creating and managing effective offshore teams. Abhilasha shares her expertise on what firms need to know to establish strong, sustainable partnerships with offshore providers and how to turn these relationships into true assets for growth. In …
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What Trump’s Victory Means For the IRS and YOU!
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Donald Trump has officially claimed the title of being the 47th President of the United States of America. What will this mean for the United States population in terms of taxes and the operations of the IRS? Here are my candid thoughts as a CPA! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https…
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Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villard
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In this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA, founder of Full Send Finance and co-founder of Full Send Design. The conversation kicks off with a focus on the importance of consistency in achieving success across various endeavors, including social media and business. Roman shares insights from his experienc…
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What Happens If You Owe the IRS Money and Don't Pay?
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Are you thinking about NOT paying the IRS the money you owe them? It may be time to think twice. Listen to this episode to learn more! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ Mentioned Video Links: -CP14 Notice From the IRS EXPLAINED: What It Is and What To Do!: • CP14 Notice From the IRS E…
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322 21 Intangibles CPAs Can Price to Increase Margins
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom 21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can: - Capture the value you …
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Rory Henry: Create the Return on Relationship | The Disruptors
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Be a client-centric human in a world of AI and technology. The Disruptors With Liz Farr Several years ago, Rory Henry asked himself, “Why don’t financial advisors and CPAs work together?” It boggled his mind because both work with the client’s finances but are not always in sync. “We’re advising them on their businesses, and then the wealth advisor…
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From Overwhelm to Empowerment: A Burnout Breakthrough
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Randy Crabtree returns to a very personally important topic to him, burnout, on Episode 184 of The Unique CPA. He sits down with specialist Anna Lovell-Nesmith to discuss the pervasiveness of burnout among accounting professionals. Anna shares her insights on recognizing and managing burnout, emphasizing the importance of time management, prioritiz…
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Lucas LaChance: Revenue Generation through Digital Marketing | Capstone Conversations
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With Jean Caragher For CPA Trendlines Lucas LaChance brings an auditor’s eye to marketing as the partner in charge of practice growth at Dallas-based Lane Gorman Trubitt, where he drives digital strategies that have fueled 143 percent revenue gains. More Capstone Conversations here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selli…
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55 - Maximize retirement with this low risk, high benefit tax strategy for entrepreneurs w/Jennifer Baker
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In this episode of the Concierge CPA Podcast, Dr. Jackie Meyer talks with Jennifer Baker, a seasoned wealth manager specializing in advanced retirement planning strategies for high-income earners. Together, they cover cash balance plans, how they work, and who can benefit most from them, plus Jennifer’s journey from CPA to Certified Financial Plann…
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Forgot to Include Expenses on Your Tax Return? Here's What to Do!
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Have you realized you may have forgotten something when filing your taxes? It may be time to look back and explore your options to get right with the IRS. Listen to this episode to learn more! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/…
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Ep.51: Relevancy grows with adaptive thinking
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Ep.51: Relevancy grows with adaptive thinking http://www.youtube.com/@CPACareerPathsBởi Calvin Harris Jr., CPA
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Booth shares her detailed timeline for hosting a stress-free Thanksgiving! From three weeks out to the big day, she’s got you covered with tips for shopping, prepping, and cooking. Don't forget to download the free planner on her website for recipes, a full menu, and a thorough checklist to ensure your holiday is a hit! Download the Thanksgiving pl…
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#317 - The Simple Habit That Can Transform Your Work-Life Balance
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When you think about your daily habits, how many of them truly support the life you want? Many of us fall into patterns—rushing through the day, juggling work, family, and responsibilities—without stopping to consider whether those habits are actually helping us achieve the balance we’re after. We get so used to running on autopilot, focused on get…
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