Our bookkeepers earn more. Come and join us in The Bookkeepers' Collective. Find out more at 6figurebookkeeper.thinkific.com
…
continue reading
Bookkeeping Podcasts
The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www. ...
…
continue reading
1
Guiding Grace Bookkeeping | Bookkeeping Habits, Financial Clarity, Cash Flow Management
Gabrielle Jackson- Kingdom Bookkeeper & Bookkeeping Coach for Christian Business Owners
0
26
The Go-to Podcast for Christian Business Owners Who Want to Learn Basic Bookkeeping Habits For Their Business! Are you tired of lacking financial clarity? Are you overwhelmed by bookkeeping? Not sure what exactly is bookkeeping? Do you have weak faith in business? If you’re ready to say yes to financial clarity and exchange chaos for calm you’re in the right place! Alright friend, grab your coffee and your notebook. Let’s talk about God, business, and getting those books in order!
…
continue reading
Confused by QuickBooks? You’re not alone. The QuickBooks Wizard mixes bookkeeping wisdom, real-life messes, and a touch of humor to help small business owners get clarity and confidence in their numbers.
…
continue reading
1
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Michelle Weinstein - The Pitch Queen, Sales Strategist
15100
The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You'l ...
…
continue reading
Meet members of First Class Accounts, Australia's largest bookkeeping network and learn how and why they got into the business and what they do to succeed. Presented by Robert Gerrish, Founder of Flying Solo and host of the Rekindle podcast.
…
continue reading
1
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
103100
A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don't talk about are accounting skills. You already have those. What we do is give you business skills.
…
continue reading
We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don't forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
…
continue reading
The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
…
continue reading
English summative
…
continue reading
The Successful Bookkeeper Podcast is a weekly show to help increase your confidence, work smarter and build a business you love. Each week you'll listen to inspiring guests who will share their success secrets, so you can take your bookkeeping enterprise and life to another level. Some of them include New York Times Best-Selling Author of E-Myth, Michael E. Gerber, Pure Bookkeeping Co-Founder, Debbie Roberts, the host of The Productive Woman podcast, Laura McClellan and the author of *I Know ...
…
continue reading
Profitable Painter Podcast is a rich resource for anyone interested in starting, running, and scaling a professional painting business, offering valuable insights, strategies, and interviews with industry leaders. Through case studies and in-depth discussions, we deliver a vivid picture of the painting industry, with a disclaimer that any financial or tax information is general and not a substitute for professional advice.
…
continue reading
A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Clie ...
…
continue reading
Introducing “Those Gals at Work” podcast, where we keep it real in business! Join Kayla (your money gal) and Sadie (your marketing gal), as we navigate entrepreneurship. From personal growth to business strategies, we cover it all. We understand the struggles of owning a business, paying ourselves what we’re worth, and serving our clients. Together, we are Those Gals at Work!
…
continue reading
She Counts brings together respected educators Nancy McClelland, CPA, and Questian Telka, EA, for candid conversations about what it’s really like to be a woman in accounting. Whether you’re in corporate, at a firm, or running your own show, this podcast offers a space to feel seen, heard, and understood. From taboo topics to everyday challenges, She Counts is more than a podcast—it’s a community where women in accounting, tax, and bookkeeping can come together and get real.
…
continue reading
Where bookkeeping meets bold ideas, disruptive strategies with a whole lot of laughter. Donna with her genius in Systems, Processes, and Optimization and Debbie sharing Quick Wit, Funny Insights, Resolute Belief in people, break down what’s working - and what’s not. Unlock the brilliance behind every episode. Experience the heat, the laughs, and the hard truths of virtual bookkeeping—come see what actually works. Join us for the fire, the laughs, and the unfiltered truth about running a book ...
…
continue reading
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!
…
continue reading
4
The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast
Paul Rosenblum, Bookkeeping Mensch
075
If you’ve ever felt stuck in the digits, this show brings your business personality to the forefront. We go beyond spreadsheets to talk about the relationships that make businesses thrive—between bookkeepers, clients, accountants, and financial professionals. Welcome to The Not Boring, Boring Bookkeeping and Small Business Podcast—where we explore the human side of bookkeeping and business. Hosted by Paul Rosenblum, a New York-based bookkeeper with over 30 years of experience and decades tea ...
…
continue reading
Welcome to the Business Advisor Podcast, the go-to show for accountants, bookkeepers and CFOs tired of the grind of client work and eager to step into the role of a business advisor. This podcast is designed for those looking to increase their income and impact by transforming businesses and lives. Each week, we bring you practical, workshop-style episodes, insightful conversations, and a good dose of humor to equip you with the confidence, clarity, and cash flow strategies you need. So, hit ...
…
continue reading
Business success is dependent on a solid financial foundation & success looks different to everyone & there is a lack of equity of access to resources and information for small business owners and independent contractors & there is a societal narrative making us believe “balance” is our ultimate goal & … There are so many “&”s that impact being your own boss. Let’s have some frank discussions on the basics of business with a holistic focus on everything that helps business owners define and ...
…
continue reading
Your Bookkeeping Matters is a no fluff, short and sweet podcast with fortnightly snackable tips about all matters bookkeeping and your business to guide you to do things the right way.
…
continue reading
Welcome to Balanced the Podcast, your go-to for navigating the real world of small business and entrepreneurship! Hosted by Stephanie, a fellow business owner and bookkeeper, we get down to earth about everything from managing business finances and accounting to finding that elusive work life balance. Tired of feeling overwhelmed? Join us for practical business tips on financial organization, stress-free bookkeeping, and building a sustainable business without sacrificing your life. Whether ...
…
continue reading
1
Creative Minds, Smart Money: Finance & Business Tips for Creatives
Samantha Eck | Bookkeeper for Creatives
080
Creative Minds, Smart Money is the go-to podcast for creative entrepreneurs who are ready to stop treating their finances like a side character in their business story. Hosted by Samantha Eck, bookkeeper and fractional CFO, this show breaks down the financial side of running a creative business into actionable steps that actually make sense. Each week, we tackle everything from pricing strategies and cash flow management to making smart business decisions that keep your creative business thr ...
…
continue reading
Real World Bookkeeping and Payroll for Small Business in Ireland
…
continue reading
🚀 Welcome to The CFO Edge, the podcast for founders and business owners who want to master their finances and scale with confidence! Hosted by Carol Baghdadi, a seasoned CPA and fractional CFO, we break down complex financial concepts into actionable strategies you can use right away. Learn how to optimize cash flow, raise capital, and make smarter financial decisions, without the overwhelm. 🎧 Subscribe now to gain the financial clarity you need to grow and sustain a thriving business. Let’s ...
…
continue reading
I Love Bookkeeping is a global community of Bookkeeping Professionals. We all bleed bookkeeping and want to grow and prosper our businesses. This podcast is for Bookkeeping Professionals who serve clients, and it's for the person who aspires to join our great industry. Join Ben Robinson every week to geek out on Bookkeeping.
…
continue reading
This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Tuesday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour we ...
…
continue reading
Exploring the intersections of accounting, technology and modern practice methodologies. Each month guests share how they built their business and how your business or clients can use technology to be more effective and efficient. This may include exploring: *How you can implement and integrate business tools with your online accounting software to automate processes, improve productivity, and profitability; *How to build a business developing business apps; or *How to build a tech stack tha ...
…
continue reading
your weekly accounting podcast with a unique perspective. Join Taylor Arndt and Foster Brown as they talk about being blind tax professionals.
…
continue reading
Real estate investors work hard, make great money, and still feel broke, but it’s not your fault. Without a simple system, cash slips through the cracks and every next deal feels like a lifeline instead of a step toward freedom. That’s why David Richter, author of Profit First for Real Estate Investors with a foreword by Profit First founder Mike Michalowicz, created this podcast to reveal how real investors flipped the script and started paying themselves first. Each episode shares honest s ...
…
continue reading
Biz Help For You is a business education podcast designed to help small business owners and entrepreneurs navigate the rules, regulations, and best practices that keep their businesses compliant and profitable. Each episode delivers practical guidance on topics like business licenses, payroll, sales tax for online and brick-and-mortar sellers, 1099 processing, and other critical compliance tasks. In addition to compliance insights, the show shares expert tips on marketing, website design, bu ...
…
continue reading
Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [Disclaimer: An ...
…
continue reading
When business owners have clarity in their financial actions, they’re able to use their wealth for good. We're here to provide clear communication on steps you can take to accelerate your profit and build financial resiliency as a business owner. Profit first!
…
continue reading
1
Private Practice Unlocked: Helping Therapists Build Profitable Businesses Without Sacrificing Quality Care for Their Patients
Amber Moyo: Mentor for Private Practice Owners
020
Are you a therapist ready to start or grow your private practice—but totally overwhelmed by the business side of things? You’re not alone. And you’re exactly who this podcast is for. Private Practice Unlocked exists to fill the gaps grad school left behind. We’re talking about the real-life stuff you need to run a successful, sustainable practice while not sacrificing quality care for your clients. I’m Amber Moyo—a licensed therapist, supervisor, and former private practice owner who’s been ...
…
continue reading
Mark Wickersham - chartered accountant, public speaker and value pricing expert – has spent the last 20 years teaching accountants and bookkeepers about the wonders of value pricing. In this podcast he tackles some of the industry’s most common frustrations such as dealing with price sensitive clients, having the pricing conversation, and being confident when it comes to charging the higher prices that you deserve. Mark is obsessed with value pricing! It is far superior to the fixed pricing ...
…
continue reading
Welcome to "Sip & Scale," hosted by The Delegate Dude, Blendi Muriqi, CEO of Delegate.co and the mind behind an AI-powered virtual staffing solution transforming business operations. Each episode dives into entrepreneurship, featuring expert guests like business owners, startups, and industry leaders. Discover tips on growing your business, maximizing revenue, and mastering delegation. Whether you're a seasoned pro or just starting out, grab a drink and get ready to level up. Tune in on YouT ...
…
continue reading
…
continue reading
1
Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, Solopreneur, Strategy, Tax, Virtual Assistant Marketing Mindset QuickBooks
Chris Panek - CPA, Business Strategist & Business Coach For Entrepreneurs Growing Their Business
29363
Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a si ...
…
continue reading
1
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
133373
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.
…
continue reading
Justin Hogg from Right Source provides a guide to all things accounting in Australia. Not just crunching numbers, accounting is about relationships.
…
continue reading
Bookkeeping is our business and that is all we do. Unlike the competition, we are headquartered Irvine CA and all of our staff is the beautiful USA. Our Bookkeeping services are focused to Small Businesses, CPA/Accounting firms, Franchisors/Franchisees and Venture Capital Firms.We understand that your business has core activities and core competences which require time with your clients rather than monotonous bookkeeping activities. We are geared exclusively to help these firms manage the bo ...
…
continue reading
Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!
…
continue reading
Host Gareth Salomon walks alongside experts in the accounting and bookkeeping industry in Accounting Steps, a podcast that explores the profession from a fresh perspective. Each episode uncovers valuable insights and real-life experiences to help listeners navigate their own accounting journey.
…
continue reading
1
Will AI Replace Bookkeepers? Max Whiteley on Advisory, Dext and Your Future Role
36:43
36:43
Play later
Play later
Lists
Like
Liked
36:43
The future of bookkeeping is not data entry — it is trusted financial partnership. In this episode of the 6FB Sofa Sessions, Max Whiteley, Product Domain Expert at Dext and multiple award-winning practice leader, explains exactly how UK bookkeepers can move from compliance into real advisory, and why confidence, curiosity and commercial thinking no…
…
continue reading
1
Buying a First Class franchise really got this business going
22:11
22:11
Play later
Play later
Lists
Like
Liked
22:11
When Peter Morgan left a career in engineering, he thought starting his own business would be relatively straightforward. However, he soon realised he needed more behind him than just bookkeeping skills. Happily, 12 years on he continues to draw value from the community.By First Class Accounts
…
continue reading
1
EP508: Lisa Campbell - How To Build A Business Beyond Bookkeeping - Part 2
27:28
27:28
Play later
Play later
Lists
Like
Liked
27:28
"You get to a place little by little of just working with these wonderful people that really appreciate what you're doing. They're paying top dollar and you love what you're doing." -Lisa Campbell Lisa Campbell, author of Beyond Bookkeeping and bookkeeping mentor, joins host Michael Palmer for part two of this special live series recorded at Accoun…
…
continue reading
1
Dr. Holly A. Tucker: Posture and Ergonomics for Profitability
36:21
36:21
Play later
Play later
Lists
Like
Liked
36:21
Show Summary: In this episode of the Grow My Accounting Practice podcast, Dr. Holly Tucker joins the conversation to explore the powerful connection between physical well-being and business profitability. Dr. Tucker shares her journey as a chiropractor and how her passion for helping others extend beyond the treatment room and into supporting profe…
…
continue reading
Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Trust is the foundation of good bookkeeping, but it’s rarely talked about as a business mindset. In this year end episode, our favorite Bookkeeping Mensch, Paul Rosenblum, is joined by me, producer Stephanie Fuccio, for a reflective…
…
continue reading
1
225 ⎸ Recast: Become a Bookkeeper with Katie Ferro
1:09:40
1:09:40
Play later
Play later
Lists
Like
Liked
1:09:40
Send us a text Before we close things down for the holidays, I decided to bring back one of my favorite interviews from the vault. In 2021 during one of our Bookkeeping Biz Workshop rounds, I brought Katie on to chat about a program she had just created—which is still going strong today—in fact, has been revamped and redesiged since she created it,…
…
continue reading
1
363: Avoiding W9 Form Mistakes Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA, Business Owner, Or Self-Employed
12:55
12:55
Play later
Play later
Lists
Like
Liked
12:55
The W9 form is an important form, and more than likely, you’ve either had a request for this form or, you yourself may be requesting them from your vendors. This form is used to collect information about others, but knowing in advance that you need to request this information will not only save you valuable time, but it will also give you the infor…
…
continue reading
1
🔴 Bookkeepers On Fire | Live with Heather Satterley
44:19
44:19
Play later
Play later
Lists
Like
Liked
44:19
🔥 Bookkeepers on Fire is back—and this one is equal parts innovation, horses, and four-leaf clover magic ☘️🐴✨ This week, we sat down with the incredible Heather Satterley . And whew… Heather brought the heat and the heart. ❤️🔥 Here’s what hit hardest (and brightest) 👇 🧠 Change doesn’t need more “push”… it needs more empathy. Heather broke down rea…
…
continue reading
1
25 | Business Assets: What Your Small Business Truly Owns
15:32
15:32
Play later
Play later
Lists
Like
Liked
15:32
🤔 What is your business truly worth? We dive into Business Assets, explaining exactly what your small business truly owns—from cash to computers—and why accurately tracking these items is the first step toward financial clarity and accurate reporting. 👋🏽 Welcome back, family! Today, we’re tackling a foundational term in finance: Business Assets. It…
…
continue reading
1
Episode 172 | Case Study | From Hourly Billing To $425K In Retainers: How Jeremy Slack Quit His Job
45:49
45:49
Play later
Play later
Lists
Like
Liked
45:49
Hourly billing was keeping Jeremy Slack stuck — exhausted, underpaid, and working late nights just to stay afloat. In this powerful case study, Michelle Weinstein talks with Jeremy about how he restructured his firm, replaced his salary, and added $425K in annual retainers by shifting to a value-based model. From sleepless nights and a demanding bo…
…
continue reading
1
Spreadsheets for Bookkeeping: Basics, Benefits, & Best Uses
10:12
10:12
Play later
Play later
Lists
Like
Liked
10:12
In this episode, host Molly Beyer takes us back to basics to talk about spreadsheets. The basics are often where the most powerful shifts happen, so it’s an important look back. Spreadsheets for bookkeeping are used as either a supplement to accounting software or as a full-on substitute. Molly unveils the reasons why she believes a good ol’ spread…
…
continue reading
1
What Tax Pros Charge & the PE "Dumpster Fire"
56:36
56:36
Play later
Play later
Lists
Like
Liked
56:36
Is private equity turning firms into a 'dumpster fire'? Blake and David unpack Accounting Today's survey showing partners are upbeat while staff are sour on PE. They hit Andersen's $176M IPO, why Big Four ties to Big Tech raise independence questions, and how AI could finally kill the billable hour. Plus, what tax pros really charge in 2025 - and t…
…
continue reading
In this episode, host Molly Beyer talks about a business reflection tool called YearCompass and explores why a reflection strategy is useful for goal-setting and realizing accomplishments. Molly points out that using someone else’s definition of success - a mentor’s, parent’s, or competitor’s - can leave us feeling perpetually behind. Success needs…
…
continue reading
1
118. How Often Should You Meet With Your Advisory Clients?
11:31
11:31
Play later
Play later
Lists
Like
Liked
11:31
Today, we're talking about something that sounds simple but changes everything about how your advisory practice feels, for you and for your clients: your client rhythm. I'm talking about how often you meet, what happens in those meetings, and how you keep momentum alive between them. When you get this right, your clients get far better results, and…
…
continue reading
1
Xero’s Kate Hayward on Financial Literacy, Small Business and the Future of UK Bookkeepers
36:49
36:49
Play later
Play later
Lists
Like
Liked
36:49
In this Sofa Session, Kate Hayward, Managing Director of Xero UK, shares how growing up in a self-employed household shaped her views on risk, money and why bookkeepers are now more vital than ever to small businesses. For UK bookkeepers, this is a clear, honest look at where the profession is heading and how to stay at the centre of it.Kate talks …
…
continue reading
1
Xero’s Kate Hayward on Small Business, Financial Literacy and the Future of Bookkeeping
36:26
36:26
Play later
Play later
Lists
Like
Liked
36:26
In this Leadership Takeover session, Kate Hayward, Managing Director of Xero UK, shares how growing up in a self-employed household shaped her views on risk, money and why bookkeepers are now more vital than ever to small businesses. For UK bookkeepers, this is a clear, honest look at where the profession is heading and how to stay at the centre of…
…
continue reading
1
How to Provide Electronic W-2 Forms Correctly and Stay Fully Compliant with Candy Messer
8:24
8:24
Play later
Play later
Lists
Like
Liked
8:24
Send us a text Are you confident that the way you deliver electronic W-2 forms is fully compliant, or could a small mistake expose your business to fines, audits, or employee disputes? In this Quick Tip episode of Biz Help For You, you will explore the essential rules every employer must follow before switching to electronic W-2 forms. You learn wh…
…
continue reading
1
Rewind : Applying Lessons from Military Service In Business w/ Richard Crawshay
50:15
50:15
Play later
Play later
Lists
Like
Liked
50:15
Join us as we revisit this conversation from 2021! After years of service in the military and life experiences Richard shares what he has learned and how it applies in business. This is a great conversation and adaptation that we all need to hear. Listen as Roger discusses with Richard the two things that he feels he learned from his military servi…
…
continue reading
1
ICB CEO Ami Copeland: The Future of Bookkeeping, FCA Regulation and MTD
49:10
49:10
Play later
Play later
Lists
Like
Liked
49:10
What does the future really look like for UK bookkeepers as regulation tightens, MTD expands and professionalism becomes more important than ever? In this episode of the 6FB Sofa Sessions, Ami Copeland, CEO of the Institute of Certified Bookkeepers (ICB), explains exactly what’s changing, what standards matter most, and how bookkeepers can protect,…
…
continue reading
1
Servant Leadership And Systems That Scale Profits In A Painting Business
37:56
37:56
Play later
Play later
Lists
Like
Liked
37:56
Send us a text If you’ve ever felt trapped between the brush and the books, this conversation will feel like a map out of the maze. We sit down with Cui of Paramo Painting in San Antonio to trace his path from chaotic early days to a focused, people-first business powered by servant leadership, job costing, and simple, repeatable processes. The tur…
…
continue reading
1
How to Market Your Small Business Smartly with Hank and Sharyn Yuloff
33:31
33:31
Play later
Play later
Lists
Like
Liked
33:31
Send us a text If you are spending time and money on marketing but not seeing consistent results, this conversation will change the way you think about growing your small business. In this episode, you sit down with Hank and Sharyn Yuloff to uncover what smart marketing actually looks like for small business owners who want real traction without wa…
…
continue reading
1
How to Start a Bookkeeping Practice in 2026
42:25
42:25
Play later
Play later
Lists
Like
Liked
42:25
In this episode, Jo and Zoe take a deep dive into what it really looks like to start a bookkeeping business in 2026. Rather than jumping straight into checklists and compliance, they challenge aspiring bookkeepers to step back and understand the real reason behind wanting to start a practice — freedom, financial stability, and flexibility. They exp…
…
continue reading
Send us a text 🎵 When the Story Can Wait Feedy & the Bank Feeds This track was created as a companion piece to Episode 4, Season 2 of The QuickBooks Wizard Podcast. “When the Story Can Wait” is about restraint in the middle of noise — the choice to pause instead of forcing resolution, and the quiet confidence that comes from knowing not everything …
…
continue reading
Send us a text When the Story Can Wait Season 2, Episode 4 December is loud. More transactions. More pressure. More urgency to finish strong — even when the signals stop making sense. In this episode, we talk about what really happens to good systems under year-end overload — and why confusion in December is not the same thing as failure. You’ll he…
…
continue reading
1
How to Prepare Your Private Practice (and Finances) for the Holidays
8:47
8:47
Play later
Play later
Lists
Like
Liked
8:47
The holidays can bring a unique mix of emotions for private practice owners — gratitude, exhaustion, guilt about taking time off, and anxiety about money. For many therapists, client cancellations increase, schedules look lighter, and income can feel unpredictable. And without context, it’s easy to assume something is going wrong. In this Christmas…
…
continue reading
1
Episode 153 - Accidental Accountant to Trusted Advisor: Navigating Nonprofits, Pricing, and the Future of AI - The Woodard Report Podcast
31:45
31:45
Play later
Play later
Lists
Like
Liked
31:45
On this episode of the Woodard Report podcast, Joe speaks with Megan Tarnow about her journey as an "accidental accountant" who built a successful niche practice serving nonprofits and the unique challenges that come with pricing, staffing, and mission-driven work. Megan shares practical insights on why clean data, strong advisory relationships, an…
…
continue reading
Join us as we reflect on goal-setting and achievements in both personal and professional realms. We discuss the power of setting stretch goals, the importance of tracking progress, and how to celebrate milestones. Discover how to align your ambitions with actionable plans and the role of reflection in continuous growth. Tune in for an inspiring con…
…
continue reading
Join us as we explore the dual role of calendars in both personal and business life. Discover how effective scheduling can enhance productivity and balance. We share insights on using digital and physical calendars to manage personal commitments and business goals, offering strategies to maximize time and align your schedule with your aspirations. …
…
continue reading
1
The True Cost of Saying Yes: How Overcommitting Kills Your Profit (and Peace of Mind)
12:43
12:43
Play later
Play later
Lists
Like
Liked
12:43
Saying yes feels good in the moment—but what if every yes is quietly costing you profit, peace of mind, and the opportunities that actually matter? As you plan for 2026, it's time to get honest about overcommitment and what it's really doing to your business. In this episode, I'm breaking down the emotional drivers that push us to say yes, the fina…
…
continue reading
1
Out for the Holidays (Back After Snacks & Naps)
1:31
1:31
Play later
Play later
Lists
Like
Liked
1:31
Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Happy Holidays! See you next week. Find all episodes of the Business Strategy for CPAs here: https://www.businessstrategyforcpas.com/ --------- FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring: THE EMAIL COURSE – Free geraldi…
…
continue reading
1
Get Paid What You're Worth with CFO Services w/ Ken LaCroix
44:00
44:00
Play later
Play later
Lists
Like
Liked
44:00
On this episode of Building the Premier Accounting Firm, host Roger Knecht and his guest, Ken Lacroix, discuss the evolving role of accounting professionals in providing CFO and advisory services. They explore the shift from compliance to forward-thinking financial planning, leveraging technology, and the importance of storytelling in communicating…
…
continue reading
1
From Workpapers to AI: What 2025 Delivered 📊
13:37
13:37
Play later
Play later
Lists
Like
Liked
13:37
In this special year-end wrap-up, we explore the major accounting tech releases of 2025. From new AI capabilities to feature-rich workpapers and smarter reporting tools, discover the updates that could transform your current stack. The accompanying article to this podcast can be found on Accountants Daily. Contact details: Accounting Apps newslette…
…
continue reading
1
Frank Iglesias: Why Investing in Just Real Estate Isn’t Enough
33:32
33:32
Play later
Play later
Lists
Like
Liked
33:32
In this episode, I sit down with Frank Iglesias—a real estate investor, coach, and host of the What Worked for You podcast—to unpack the journey from chaos to clarity. Frank opens up about how burnout from his IT job led him to real estate, but also how the entrepreneurial learning curve nearly burned him out all over again. We dive into the pitfal…
…
continue reading
1
How to Thrive in Business Lessons from the Freedom to Thrive Summit
34:04
34:04
Play later
Play later
Lists
Like
Liked
34:04
Send us a text In this special episode, you gain a front-row seat to the most impactful insights shared by every expert from the Freedom to Thrive Summit. You explore proven strategies designed to help you elevate your business, safeguard your energy, strengthen your systems, and create long-term stability. You hear powerful guidance on overcoming …
…
continue reading
Chapters (00:47) - Jeffrey Epstein's CPA and Lawyer (03:10) - Wall Street Journal Article on Epstein's Associates (05:58) - Discussion on Epstein's Financial Operations (14:25) - Trump's Executive Order on Cannabis Businesses (18:16) - Tax Implications for Gambling and Prediction Markets (20:47) - IRS Criminal Investigations Unit Record Year (25:13…
…
continue reading
Join us this Wednesday for a new episode where Roger discusses implementing adisory services in your accounting practice with Ken LaCroix.By Roger Knecht - Universal Accounting Center
…
continue reading
I've seen it a thousand times. You offer a client "business advisory," and their eyes just glaze over. You know you can help them improve their cash flow or grow their business, but they just nod politely and say, "Maybe later." The truth is, it's not that they don't need your help; it's that they can't see what you're really offering. "Advisory" i…
…
continue reading
1
How to Use Exit Interviews to Protect Your Business, Strengthen Culture, and Improve Retention with Candy Messer
7:43
7:43
Play later
Play later
Lists
Like
Liked
7:43
Send us a text Discover how to turn employee departures into powerful business insights with a strategic, well-structured exit interview process. In this episode of Biz Help For You, I explain how exit interviews, though not legally required, can help you uncover hidden workplace issues, reduce risk, strengthen culture, and improve retention. You w…
…
continue reading
1
Rewind : What Story Are You Telling? w/ Aleya Harris
43:53
43:53
Play later
Play later
Lists
Like
Liked
43:53
Join us as we revisit this conversation from 2021! Why is it we each enjoy a great story? From plays, to shows and movies we are drawn to stories we relate to, in fact, we are especially drawn to those we can see ourselves relating to the heroes. So how does this apply to marketing accounting services? Listen as Aleya and Roger discuss a proven fra…
…
continue reading
1
From 110K To $1.7M: How Ryan Pettis Scaled Fast
39:52
39:52
Play later
Play later
Lists
Like
Liked
39:52
Send us a text What does it take to jump from $110,000 to $1.1 million in a single year—and then keep climbing toward $2 million? Ryan Pettis joins us to share the unvarnished playbook: get crystal clear on the end goal, surround yourself with bigger players, and execute faster than your fear. He started at 15 with his great uncle, saw the gap in p…
…
continue reading
Send us a text 🎶 Bonus Track: First Number Wins Feedy & the Bank Feeds First Number Wins is a gritty, 90s-inspired grunge instrumental born out of the tension that lives inside messy books, flashing warnings, and decisions made under pressure. This track isn’t about teaching QuickBooks. It’s about the feeling that comes before the teaching. The hum…
…
continue reading
1
Your Bookkeeping Practice is out of date and heres what to do about it
25:57
25:57
Play later
Play later
Lists
Like
Liked
25:57
The Dext Effect: How Modern Bookkeepers Save UK SMBs: https://subscribepage.io/qn0D3UWe talk about the Dext report here: https://www.youtube.com/watch?v=02y_ZDbROusIn this solo episode, Zoe dives into why so many bookkeeping practices are falling behind — not because of skill, but because the industry has evolved faster than the services most bookk…
…
continue reading
1
How to Delegate the Right Way So Your Business Can Run Without You with Candy Messer
55:23
55:23
Play later
Play later
Lists
Like
Liked
55:23
Send us a text If you feel like your business cannot function without you, this episode shows you how to change that, strategically and sustainably. In this conversation, you learn why delegation is one of the most critical skills for long-term business growth and personal freedom. You discover why entrepreneurs struggle to delegate, how mindset an…
…
continue reading
