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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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The Concierge CPA

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The Concierge CPA

Jackie Meyer

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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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WealthAbility® for CPAs

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WealthAbility® for CPAs

Tom Wheelwright, CPA

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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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The Unique CPA

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The Unique CPA

Randy Crabtree, CPA

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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.
 
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.
 
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!
 
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 ...
 
PKF Mueller's monthly accounting, business advisory, and finance podcast for business owners, entrepreneurs, and industry leaders. Join us as we discuss a broad range of timely accounting topics related to audits, taxes, business consulting, industry news, legislative changes and other hot button subjects and business advisory. Our goal is to provide business decision makers with the key insights to be up-to-date and equipped with the knowledge of ever-changing accounting updates and practic ...
 
Exclusive information. Extraordinary insight. 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 advice, bold insights, and confidential access to exclusive intelligence and d ...
 
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 Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.
 
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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The CPA MOMS Podcast

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The CPA MOMS Podcast

Dawn Goldberg, CPA, Community Manager at CPA MOMS

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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 ...
 
If you're a CPA Planner, Greg Shepard wants to share with you how to increase your revenue by bringing holistic, comprehensive solutions to your best clients. At the same time, become a better CPA by learning about his world - financial planning / investment management. Listen to other podcast episodes here - https://safinancialservices.com/
 
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Next Stop: CPA

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Next Stop: CPA

AICPA & CIMA

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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
 
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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CPA

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CPA

Anthony

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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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The Farm + Ag CPA Show

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The Farm + Ag CPA Show

Catherine Ozment

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A podcast for the 2000 - 20,000 acre crop farmer who wants to be more profitable while staying relevant in the face of a rapidly changing ag environment. Topics include: how to keep more cash in your pocket, reduce your taxes by 5 or 6 digits per year, be ready when land becomes available for purchase, ensure financial security in retirement, and protect your farm and family. Your host, Catherine Ozment, CPA an expert in farm financials and ag tax strategy, and herself is the owner of a fami ...
 
Hi. My name is John. I am a website specialist. I began website architecture 15 years prior. The initial 2 years I worked in a little studio, at that point went to outsourcing. Presently I work at https://biggico.com/ My principles are the means by which I turned into a fruitful architect. I begin working toward the beginning of the day, so I have additional time I generally take a shot at the outcome so as not to re-try it. Configuration is continually beginning to draw on paper. The princi ...
 
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show series
 
Our guest in this episode, Anish Chopra, FCPA, shares his approach when it comes to managing investments during times of macroeconomic uncertainty, and how being a CPA has helped him manage his emotions during high-stress periods. Anish Chopra is the managing director and portfolio manager at Portfolio Management Corporation. Prior to this, he over…
 
Time is one of our most precious assets as a busy accountant and mom. As you are well aware, we have 24 hours in a day that are typically divided among working, taking care of our family, and trying to squeeze in some sleep. How many of you could benefit from looking at the impact of your choices when it comes to how you spend your time? How many o…
 
Come checkout our live and interactive webinar where we discussed how to align different 1031 Exchange strategies with your business/investment goals and tax strategies. Together with Dave Foster, Founder and CEO of The 1031 Investor, we shared the many different creative ways we have used the 1031 exchange to help our clients build their businesse…
 
In this episode, we look at 529 savings plans. College tuition has increased over 179% in the last 20 years! Creating a college savings plan for you children is essential! Read this episode on my blog: https://www.boothparker.com/post/part-2-paying-for-college 529 Resources: https://www.savingforcollege.com/compare-529-plans/ https://www.sec.gov/re…
 
In today's podcast, Paul has a conversation with Kevin Engel of Virginia. Kevin is a first generation farmer (but with a lot of help from his dad) that farms in both Virginia and North Carolina. All three of his children are in the farm operation. They also have a distillery that will have a special 50 year anniversary of Secretariat winning the Tr…
 
On Episode 88 of The Unique CPA, Randy talks to Brian Kush, co-founder of Intend2Lead, about things leaders in the accounting profession can change to make themselves and their workplaces healthier, happier, and more productive. They discuss the concept of intentionality, the importance of being openly vulnerable because of the relatability and hum…
 
Join PKF Mueller Partner, Kevin J. Bissell, as he discusses accounting in the governmental industry. In this episode, he describes trends and challenges governmental entities are facing and PKF Mueller's involvement in the governmental industry. For more information, please contact: Kevin J. Bissell, CPA Audit Partner kbissell@pkfmueller.com Learn …
 
After 6 years it has finally happened. Now that we have access to Trump’s tax returns, what do they really tell us? Did Trump gain from his 2017 tax changes as much as people expected? In this episode, Tom breaks down Donald Trump’s recently released tax returns to help us discover what Trump’s tax returns actually tell us about his financial pract…
 
[00:01 - 03:44] Opening Segment Salim Omar, CPA introduces Bob Wheeler to the show! He discusses how he got into accounting His focus on communication and service [03:45 – 22:18] How To Manage Client Information And Maximize Tax Savings Mistakes he made early on including taking any client just to have billing Client attraction strategies include: …
 
*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Many CPAs work until they're done. And they either hand their firm down, sell it, or turn off the lights and close the door. Some miss an opportunity to be more strategic about what they choose to build with an eye toward future value …
 
Your host, Jackie Meyer, talks with Brandon Hall, a Managing Partner at Hall CPA PLLC. Hall CPA offers accounting and tax services to grow your real estate business. Their specialized real estate expertise uncovers opportunities other CPA firms miss. 80% of their advisors are real estate investors, and 100% are real estate investment experts. Their…
 
*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Falling into the trap of working too much is a common place to land. But working too much doesn’t have to be a thing, even though it’s become normal in our society. The good news: working too much is imminently solvable. Get the soluti…
 
As accountants, we’re all about numbers and metrics. Accounting metrics and KPIs are critical components of business management, and a proper record of the cash flows, expenses, and gains is incredibly valuable to the companies we serve. Some metrics and KPIs we measure include Operating Cash Flow, Working Capital, Accounts Payable, Accounts Receiv…
 
It seems like financial crises operate on a loop. Is there a way we can anticipate this pattern and better prepare our financial resilience? In this episode, Alex J. Pollock and Howard B. Adler join Tom to discuss how Americans have created a pattern of financial downfall, and the realistic expectations we can harbor for the next one. Learn more ab…
 
Joe and Carla are from Long Island, NY, where they took the train into the city at the very beginning of their journey. During their commute, they discovered the Growing Your Firm Podcast, taking in as much information as possible. They started Cycle CPA at one of the most challenging times any of us have faced, Q4 of 2019 as it led into the testin…
 
In today’s podcast, Paul has a conversation with Lance Woodbury of Pinion. Lance brings a unique perspective to helping farm families with transition to the next generation. In many cases, the next generation is not even family. See omnystudio.com/listener for privacy information.โดย The Farm CPA Podcast
 
In this episode, we begin the series on paying for college. This episode explores common terminology in regards to the cost of college as well as data on actual total costs. Read the Blog: https://www.boothparker.com/post/part-1-paying-for-college Email Newsletter Sign Up: http://www.boothparker.com/home/?name=subscribe Instagram @boothparkercpa Fa…
 
Ryan Lazanis, host of the Future Firm Accounting podcast and founder of Future Firm, joins Randy Crabtree for Episode 87 of The Unique CPA. Randy queries Ryan about Future Firm, which helps accounting firms scale and systematize their offerings. They discuss tiered, consistent pricing and niching, as well as the nexus between the two concepts, and …
 
We’re kicking off season four with Obed Maurice. Obed is a partner at Avail, a mid-sized business advisory and accounting firm in southern Alberta. He's a CPA and he leads the firm's cloud accounting service. It's a specialty he developed on his own as the founder of Maxim Management, one of Canada's earliest cloud accounting firms. Avail acquired …
 
How many of us are racing from one thing to the next, unknowingly speeding up time as we manage day after day? How often do we try to get from one deadline to another, from one holiday to another, or from one difficult situation to another? How many of us have ever learned how to pause? To take it easy? To stop what we’re doing and what we’re think…
 
Join me and Chase Ravesten from Vistia as we discuss unique strategies to reduce taxes besides investing in real estate and doing cost segregation studies, there are many other ways you can reduce our clients taxes that we have discussed. Some of the topics include: - Pending Legislation for Conservation Easements - Qualified Opportunity Zones - Oi…
 
It's important to prepare ourselves for the future, so we can better help our clients traverse the ever-evolving tax code in 2023. In this episode, Garrett Watson joins Tom to explore the dialogue and expected changes we'll see in the coming year. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
*Want one piece of business strategy delivered daily to your inbox?* Subscribe: geraldinecarter.com/subscribe You can create time. You don’t have to be busy all the time. The accounting space mostly believes that CPAs work long hours, and that’s just “how it is.” That’s not how it needs to be. You can create time. You create time. You can create ti…
 
In this episode, I outline my Top 10 Budgeting Tips! Whether you are just starting to create a budget or your budget just needs to get back on track; these tips can help get you there! Read the blog: https://www.boothparker.com/post/top-10-budgeting-tips The Value of Meal Planning Blog: https://www.boothparker.com/post/the-value-of-meal-planning Ho…
 
On Episode 86 of The Unique CPA, Randy welcomes Rob Santos and Rory Henry of Arrowroot Family Office, to discuss the opportunities for collaboration that exist between accounting firms and financial planners. Co-hosts of the AFO | Wealth Management Forward Podcast, Rob and Rory talk about the modern technological solutions that make individually ta…
 
Your host, Jackie Meyer, talks with one of the partners at Brenner and Company Accounting Firm, Jason Staats. Brenner works with individuals, business entities, non-profits, trusts, and estates. They believe that if your accountant is only filling out your tax forms, you're missing out on the best of what a good accountant can offer. They have been…
 
Whether you are in public or private accounting, there’s no denying that deadlines are a normal part of the accounting profession. But it’s not just our accounting work that has deadlines - our personal life also has plenty of deadlines. For example, not only are there filing deadlines for work projects like tax returns or financial reports but the…
 
Have you tossed around the idea of adding short-term rental properties to your investment portfolio? They might seem too risky. The idea of managing them can see like more trouble than it’s worth. However, in just the last few years, many tools and systems have become available to help homeowners manage these aspects of short-term management. In th…
 
[00:01 - 00:43] Opening Segment Salim Omar, CPA introduces Julian Chapman to the show! He discusses the importance of managerial leadership, decision-making, and clarity of strategy in an increasingly busy work environment [00:44 – 19:23] How To Manage An Effective Team With A Managerial Leadership Role Reflection is key to maintaining balance and …
 
*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: https://www.geraldinecarter.com/subscribe In this episode, we're talking about value creation. In the accounting space, it’s easy for the firm owner to think that revenue comes from clients, work, time, or deliverables. Because your client pays the bill for the wor…
 
On Episode 85 of The Unique CPA, Randy talks to Duke Alexander Moore, best known as the popular DukeLovesTaxes on TikTok, where he has 3.4 million followers and counting. Duke’s passion for the business of taxes is evident as he discusses the growth of his brand and social media presence. He shares some handy tips for dipping your toes into this ar…
 
In this episode, we look at the value of meal planning and the impacts it can have on a family's budget and financial goals. Plus, we will look at How To get started as well as lots of tips to get your meal planning working for you, your family, and your finances. www.boothparker.com FREE templates: https://www.boothparker.com/freebies Get the E-bo…
 
Typically the start of the new year is when we take inventory of what’s working, what’s not, and what we’d like to do differently in the upcoming year. The 12 months ahead offer us a symbol of hope that we will have set and accomplished various goals by this same time next year. While it sounds so promising, how many of us find ourselves setting th…
 
Your host, Jackie Meyer, talks with the CEO and Founder of Jones Taxing and Financial, Shanita Jones. Jones T&F is focused on helping you overcome the stress of worrying about IRS compliance and so much more. They believe you deserve a business that helps you live life on your terms. They help you get a handle on your finances to save you money, in…
 
[00:01 - 00:44] Opening Segment Salim Omar, CPA introduces Dan Henn to the show! Dan has been in practice for 10 years and has grown his practice to the coast of Florida [00:45 – 18:02] Helping Clients Get Into Payment Plans With The IRS He offers IRS representation services in addition to his regular practice He teaches IRS representation of his r…
 
Starting your own business can be grueling. What can we learn from the success of other micro businesses? Is running a business all by yourself a viable road to success? In this episode, Elaine Pofeldt joins Tom to discuss how to build a high-revenue CPA business as a solo or small practitioner. Learn more about your ad choices. Visit megaphone.fm/…
 
Roger is a returning guest on the Growing Your Firm Podcast and we are excited to have him back! He is the president of Universal Accounting, a friend of our show, and tends to make our inbox light up. Universal Accounting is considered a post-secondary school for accounting professionals, and Robert and his team help countless individuals. David a…
 
Happy holidays! Enjoy the annual tradition of accounting humor, hosted by Geraldine’s two kids, Hazel and Remy. This year: Top Ten 10 Signs of a Bad Accountant. Wishing you all the best in 2023! *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: https://www.geraldinecarter.com/subscribe…
 
In today's podcast Paul has a conversation with Mark Gold of Top Third Ag Marketing. We review his career and how Mark thinks the use of put options is a good marketing plan for farmers. See omnystudio.com/listener for privacy information.โดย The Farm CPA Podcast
 
On Episode 84 of The Unique CPA, Randy Crabtree welcomes Kenji Kuramoto, CEO and founder of Acuity. Kenji follows on from Matthew May’s appearance last week, as the two of them are co-hosts of the Drink While You Think podcast, which Randy has also appeared as a guest on them. Randy and Kenji talk about what makes Acuity unique in the accounting sp…
 
Your host, Jackie Meyer, talks with CPA and Author, Lorilyn Wilson. Lorilyn excels at distilling financial concepts into takeaways that business owners find actionable and clear. A proponent of modern accounting, she firmly believes that business owners—her clients—can find freedom and flexibility by embracing cloud-based accounting solutions. As a…
 
As the end of the holiday season typically leads to thoughts about the new year, I thought it would be a great idea to do something different this year. Instead of sitting down and doing a family budget or setting personal goals, I thought it would be a great time to consider creating a family mission statement. If you think about it, as a mom, you…
 
Interview with Guest Speaker Ron Baker and his new book: Time's Up: The Subscription Business Model for Professional firms. This is an excerpt of my coaching program for accountants: https://www.altaccountant.com
 
What if you could predict your revenue, workflow, and an ideal customer base using AI? Can you apply these predictions to stay ahead of your competitors and lead to better economic outcomes? In this episode, Avi Goldfarb joins Tom to discuss how AI offers value to any economic venture by decoupling prediction from decision-making, allowing business…
 
*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: https://www.geraldinecarter.com/subscribe In this episode, I want to give you 12 reasons to focus on a niche or an industry, or your ideal buyer or a market segment. Whatever term you like to call it. There are slight differences in the details but what's most impo…
 
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