Essential listening for anyone thinking about pursuing their CPA license, this is the official podcast for the CPA Exam brought to you by the AICPA. Contact us at [email protected].
…
continue reading
CPA Podcasts
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.
…
continue reading
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.
…
continue reading
Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
…
continue reading
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!
…
continue reading
Seasoned professionals chatting about current accounting, audit, tax, and operational issues germane to tax-exempt entities including nonprofits, associations, employee benefit plans, labor unions, and other business enterprises.
…
continue reading
Upleveling is the podcast for entrepreneurs who want to build better leaders, smarter systems, and bigger results. Hosted by Joy Lutz, CPA, each episode dives into mindset, operations, and strategies to help you grow your business.
…
continue reading
Over more than five years and 200 episodes, The Unique CPA has blossomed from "just an accounting podcast" into a community of thriving accounting professionals. With personal fulfillment and energizing, passionate work at the top of our list of priorities, we're keeping you at the forefront of the changing face of public accounting through conversations with fascinating leaders who understand that the one constant in the accounting profession is change: Change in our approach to the demands ...
…
continue reading
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
…
continue reading
INTHEBLACK Out Loud brings you a curated selection of audio articles from CPA Australia's award-winning magazine, INTHEBLACK. Stories span a wide range of topics, including business, career development and the economy, and offer key insights into strategic thought leadership and expert analysis. CPA Australia publishes four podcasts: With Interest, INTHEBLACK, INTHEBLACK Out Loud and Excel Tips. To find out more about our podcasts, visit https://www.cpaaustralia.com.au/tools-and-resources/po ...
…
continue reading
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
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.
…
continue reading
The With Interest podcast brings you unrivalled commentary and thought leadership for businesses, accounting and finance professionals. Each week, we share expert industry opinions, insights and resources across accounting, public practice, taxation, auditing, finance, strategy, leadership, economic and business-related issues. Subscribe today to stay up-to-date with the latest episodes. With Interest is presented by CPA Australia, one of the world's largest accounting bodies, with core serv ...
…
continue reading
We combine the teachings of Robert Kiyosaki's Rich Dad Poor Dad with Infinite Banking to create financial freedom (Passive Income is greater than your Monthly Expenses or PI ME) Our episodes are conversations that focus on • Creating Passive Income • Infinite Banking • Tax and legal advice for Investors
…
continue reading
The FICPA podcast is to inform and educate our members & the CPA community with today’s hottest issues. Our mission is to serve our members, enhance their competency & professionalism, support professional standards, promote the value of our members & advocate on behalf of the CPA Profession.
…
continue reading
"Oh My Fraud" is a podcast where the true crime is shocking, gruesome, heinous, but with way fewer dead bodies. Hosted by Caleb Newquist, each episode explores fraud cases from petty swindles to corporate conspiracies, examining the people involved, their motives, methods, and how they spent the loot before it all came to a spectacular, inevitable end.
…
continue reading
Welcome to The Smarter Accountant Podcast, a unique podcast for CPAs and accountants who are ready to take their careers, businesses and lives to the next level. This is the podcast where brain science meets accounting, revolutionizing the way you approach your professional and personal growth. We believe that success in accounting goes beyond numbers and spreadsheets—it's about understanding your unique accountant brain and leveraging that knowledge to achieve extraordinary results. Are you ...
…
continue reading
Financial Education and Entrepreneurship for Professionals
…
continue reading
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 ...
…
continue reading
CAS Minute is your go-to podcast for actionable insights, strategies, and expert advice to elevate your Client Accounting Services (CAS) practice. Hosted by Roman Villard, CPA, each bite-sized episode dives into key topics like CAS sales, tech stack optimization, operational efficiency, and building a culture that retains top talent. Whether you’re looking to scale your firm, implement the latest accounting technologies, or master the art of advisory services, CAS Minute delivers the tools a ...
…
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
Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisor Alicia Katz Pollock, MAT. Alicia and guests break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.
…
continue reading
Hey, Creative! Are you ready to discuss profits, the money, the ways to make it happen? The profitable creative podcast is for you, the creative, how you define it. Videographers, photographers, entrepreneurs, marketing agencies. You get it. CEO of Core Group and author Christian Brim interviews industry experts, creative entrepreneurs and professionals alike who strive to be creative and make money at the same time. Sound like you? Tune in now. It's time for profit.
…
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
Excel Tips is a podcast for accounting, business and finance professionals who are looking to sharpen their spreadsheet skills and learn new hacks and tricks from Neale Blackwood CPA, a Microsoft Excel expert. Excel Tips helps spreadsheet users discover Excel's hidden features and shortcuts and understand how best to apply the newest features and functionality. The podcast is a companion to regular articles in INTHEBLACK, CPA Australia's award-winning business magazine. Every podcast episode ...
…
continue reading
California tax news snippets from the leader in California tax law analysis — Dedicated to bringing you tips and hot topics that will save you time and save your clients money.
…
continue reading
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!
…
continue reading
This podcast is for tax firm owners and aspiring tax firm owners. If you want to launch, grow, or improve your firm, subscribe. I got started in taxes in 2008 and launched my own firm in 2019. I'm sharing what I've learned over the years with the hope that it'll help encourage you and spark ideas to make your own firm better. Not that you will do exactly what I do, but that you will find the path to make your own firm a great place for you and your clients.
…
continue reading
John Garrett's research involves asking professionals, "Who else are you beyond your job title?" Accountants, consultants, lawyers, engineers, and other professionals everywhere are doing hobbies and passions after they leave the office. We discuss why these outside-of-work interests matter and how they've impacted their career.
…
continue reading
Welcome to the NextGen Strategies Podcast, the podcast for modern strategies to help family-owned, small businesses grow and compete. Join long-time friends Grant Covault, marketing strategist and owner of GC Strategies, and Tyler Davis, CPA and owner of DAT CPA, as they interview subject experts on a variety of subjects such as leadership, marketing, finance, operations and much more. If you are a current business leader, aspiring entrepreneur, or just someone looking to get the scoop on th ...
…
continue reading
Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: [email protected] or visit www.investedwithyou.com/podcasts.
…
continue reading
Your Financial Maven®, a Gold Award Winning Podcast, is hosted by Samantha Mittman Besnoff, CPA. It will challenge you to change the way you think about and understand money to be more financially empowered and less stressed. As Your Financial Maven® I will be bringing you my insights and expertise as well as through my guest interviews. It’s important to think about the psychological aspect of how our upbringing and experiences change how we make spending and financial decisions. I’ve spent ...
…
continue reading
1
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
Whitman Transition Advisors
0
39
Welcome to Everything CPA and Private Equity with Phil Whitman and David Wolfskehl, the go-to podcast for accounting professionals navigating the rapidly evolving world of private equity. Hosted by the seasoned team at Whitman Transition Advisors, this podcast breaks down complex topics, shares expert insights, and provides actionable advice to help CPA firms understand and thrive in the private equity landscape. Each episode explores critical concepts, from investment strategies to partners ...
…
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
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 ...
…
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
Retirement Tax Services Podcast, Financial Professional's Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
…
continue reading
Welcome to the Art of Dental Finance and Management with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals through saving taxes, investing and planning wisely and managing your dental practice, so it can become as profitable as possible. Here is your host…CPA Art Wiederman.RSSVERIFY
…
continue reading
Top Producer Podcast is hosted by Paul Neiffer, CPA and Top Producer columnist. He’s a go-to adviser to farmers across the country and is joined by business-minded farmers and ag experts to discuss top trends in farm management, tax issues, policy implications and more.
…
continue reading
Welcome to the Knowing What Counts Podcast, your go-to resource for expert financial guidance tailored to high-net-worth individuals and thriving businesses. Hosted by the experienced professionals at MP CPAs, this podcast dives deep into strategies that help you protect, optimize, and grow your wealth. From tax planning and wealth management to business strategy and financial decision-making, we bring you the tools and insights to navigate your financial journey with confidence. Tune in and ...
…
continue reading
Stepping into the role of business owner is one of the most challenging endeavors you'll undertake. Buying that business from someone you already know amplifies the risk of mistakes. On The Art of Succession Podcast, you'll hear from entrepreneurs who've successfully transitioned from employee to owner by acquiring businesses from parents, former bosses, or co-founders. Together, we'll explore how they navigated the complex blend of emotions and strategic decisions required to honor the past ...
…
continue reading
The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus on tax savings and ways to have a financially sound back bone to your small business. Our goal is to have you paying the least amount in taxes as legally possible.Hosted by by Mike Jesowshek, CPA, this is a quick hitting podcast aimed to get you important information without all the fluff. You can find episodes, blog posts, information on our software TaxElm and more on our website: www.TaxSav ...
…
continue reading
Welcome to 'Building Your Money Machine, hosted by Mel Abraham, CPA, a renowned financial expert and author of USA Today Bestseller, 'Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!.' On this podcast, Mel shares his insights and experiences from over 30 years in the field of wealth-building, entrepreneurship and mentorship to financial freedom. Each episode provides actionable strategies to master your money, remove financial stress, and live a ...
…
continue reading
New Jersey CPA dedicated to helping small business owners succeed. Your success is my business.
…
continue reading
On the show you can expect to hear from everyone: from the intern, to the IT audit director, CAE and audit committee members because all of their opinions are important. We'll talk about integrating tech into audit, how to get quick wins, the latest SOX guidance and whatever other topics the guests want to talk about and whatever you want to hear about. Be sure to subscribe to the show in whatever you're listening to it on now and we'll talk to you soon.
…
continue reading
1
Return Season is the New Stress Test | ARC
30:43
30:43
Play later
Play later
Lists
Like
Liked
30:43
E-commerce growth forces firms to rethink accruals, margins, and sustainability. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Holiday shopping has never been easier. With a few taps on a smartphone, consumers can buy gifts from bed, track deliveries in real time, and return unwanted items wi…
…
continue reading
1
Unleashing True Value: Empowering the Profession
26:45
26:45
Play later
Play later
Lists
Like
Liked
26:45
Kathleen Burns Kingsbury joins Randy Crabtree on Episode 245 of The Unique CPA for a candid conversation about the hidden forces shaping how professionals, particularly women, perceive and communicate their worth. Drawing on her journey from FDIC bank examiner to wealth psychology expert, Kathleen unpacks the cultural and personal barriers that kee…
…
continue reading
In this insightful episode, Rosey Flaherty, CPA, MSA, sits down with Mindy Rankin, CPA, to discuss why doing quality work consistently is the foundation of trust, growth, and long-term success in your career. Mindy shares practical lessons from her professional journey, including how hands-on experience strengthens learning, why mistakes can be pow…
…
continue reading
1
EP 131 - The Biggest Tax & Wealth Lessons I Learned in 2025 - Most People Miss This
37:02
37:02
Play later
Play later
Lists
Like
Liked
37:02
Send us a text We share the biggest tax and business lessons of 2025 that create real value right now. From funding travel with points to dialing in W-2 withholding and designing charitable and estate plans, we map strategies to your goals and show how to execute them. • turning payroll fees into non-taxable travel via points • charitable structure…
…
continue reading
1
Richness of Life: What Your Business and Life Lose in Big Data
41:12
41:12
Play later
Play later
Lists
Like
Liked
41:12
👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! How is big data systematically flawed by design and how is it impacting your business and happiness? How will AI affect the future of measuring data sets and what our customers' …
…
continue reading
1
Season 3 Episode 1: From Systems to Success: ISC for CPA Candidates
20:32
20:32
Play later
Play later
Lists
Like
Liked
20:32
Discover key strategies for mastering the Information Systems and Controls (ISC) discipline of the CPA Exam in this episode. Tune in for expert guidance on exam structure, study tips, and practical advice to help you succeed in IT audit, risk management, and advisory topics. This episode is hosted by Liz Burkhalter (Director CPA Pipeline, AICPA) wh…
…
continue reading
Neil Barrow returns for part 2 of his special double CPA Life episode to unpack the realities of business development beyond buzzwords. John steers the conversation from the pitfalls of hiring for growth without a plan, to the delicate dance of balancing capacity and opportunity within your firm, and Neil's philosophy is refreshingly straightforwar…
…
continue reading
Your tax debt is catching up to you. Will your car be something to worry about? Let's take a look... Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ If you want to see more… -YouTube: / @loganallec -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec -Facebook: Choice Tax Relief // Logan A…
…
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
1
The Shift from Hourly to Subscription to Build the Value and Modernize a CPA Firm
55:06
55:06
Play later
Play later
Lists
Like
Liked
55:06
The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your score, get your plan. (It’s FREE!) 👉 https://bit.ly/owner-shipmindset-scoreapp —------------------------------- Want to be a guest on our podcast? Apply and share your expertise with our audience at http…
…
continue reading
1
76 - Health, Wealth and Tax Savings in One Strategy 401h
31:10
31:10
Play later
Play later
Lists
Like
Liked
31:10
In this episode, Dr. Jackie Meyer, CPA and David Podell, Founder of Business Benefits Consultants, explore the 401H strategy, an underutilized tool in tax planning that offers significant tax savings and health benefits. They discuss the complexities of implementing this strategy, its benefits, and how it can be integrated into existing retirement …
…
continue reading
1
Ep 39: So Many PE Models, So Little Clarity: Your Post-Summit Roadmap with Dave Kells
21:49
21:49
Play later
Play later
Lists
Like
Liked
21:49
Feeling overwhelmed by all the private equity noise—and not sure what it really means for your firm? In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with Dave Kells to recap Accounting Today’s PE Summit, break down what they’re seeing in the market, and talk frankly about how firm leaders can get educat…
…
continue reading
1
Can AI Replace “Thought Leaders”? A 2026 Reality Check
50:33
50:33
Play later
Play later
Lists
Like
Liked
50:33
Think AI will free you from ‘mundane bookkeeping’ so you can do advisory? Blake and David say it’s the opposite. Hear how owners already use AI as a de facto CFO, why drafting narratives—not matching bank feeds—is the real win, what the ‘AI premium’ means in a billable-hour world, and the two numbers firm owners should track in 2026: monthly recurr…
…
continue reading
1
Now You Know; QuickBooks December 2025 Updates
27:56
27:56
Play later
Play later
Lists
Like
Liked
27:56
Alicia breaks down Intuit's December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and detai…
…
continue reading
1
A Strategic Growth Story: How Acquisitions Fueled Success
8:28
8:28
Play later
Play later
Lists
Like
Liked
8:28
Some business stories are loud. This one is not. It is a story about a company that rode a massive kerosene wave, watched that wave fade, and still found a […] The post A Strategic Growth Story: How Acquisitions Fueled Success appeared first on Intelligent Investing.By Hans Blake, CFA, CPA
…
continue reading
1
Psychology of People Who Act Poor When They're Rich
22:09
22:09
Play later
Play later
Lists
Like
Liked
22:09
Welcome to another thought-provoking episode of the Building Your Money Machine Show! Today, I’m getting real about a topic that may surprise you: the psychology of people who act poor—even when they’re actually rich. After more than 30 years working as a CPA, entrepreneur, and money mentor, I’ve noticed the quiet millionaires don’t look rich on pu…
…
continue reading
1
Specialization Is a Superpower | Joshua Thompson
54:45
54:45
Play later
Play later
Lists
Like
Liked
54:45
Send us a text PROFITABLE TALKS... In this episode of The Profitable Creative, host Christian Brim speaks with Joshua Thompson of Bright Beam SEO about the intricacies of local SEO, the evolution of marketing strategies, and the importance of specialization in business. Joshua shares his journey from financial services to SEO, the challenges he fac…
…
continue reading
1
#136 - "I Know What to Do, But I'm Just Not Doing It"
28:32
28:32
Play later
Play later
Lists
Like
Liked
28:32
Have you ever made a plan, felt totally ready to follow through, and then… didn't? You told yourself you'd start tomorrow. You even meant it. But tomorrow came, and somehow, nothing changed. You might've even thought, "What's wrong with me? I know better." If that sounds familiar, you're not alone—and this week's episode of The Smarter Accountant P…
…
continue reading
1
How The 2025 “Big Beautiful Bill” Changes Your Taxes, From SALT To Overtime
15:23
15:23
Play later
Play later
Lists
Like
Liked
15:23
Send us a text Big Beautiful Bill – A Deeper Dive for Individual Tax – Tax Senior Maggie Gladu Tax law just changed in ways that can meaningfully shift your refund, your withholdings, and the timing of your biggest money moves. We invited MP CPAs Tax Senior Maggie Gladu to decode the 2025 “Big Beautiful Bill” and translate headlines into clear acti…
…
continue reading
1
Smart Investors Are Leveraging Qualified Opportunity Zones—Here's How
11:23
11:23
Play later
Play later
Lists
Like
Liked
11:23
Send us a text From Capital Gains to Tax Deferrals: Inside Opportunity Zones- Kiley Tomaskowicz Senior Tax Associate The tax landscape is constantly evolving, and savvy investors are discovering powerful strategies to defer, reduce, and even eliminate capital gains taxes through Qualified Opportunity Zones. This eye-opening episode featuring Senior…
…
continue reading
1
Leadership That Lasts with Nathan Stuckey
33:18
33:18
Play later
Play later
Lists
Like
Liked
33:18
In this episode of the NextGen Strategies Podcast, we sit down with Nathan Stuckey, founder of Stuckey Law Firm, to talk about leadership that lasts. Nathan shares his path from law school to launching his own firm, the lessons he learned by growing through people instead of chasing scale, and why trust is the foundation of any sustainable business…
…
continue reading
1
Best and Worst States for Saving a Down Payment on a Home
1:05:03
1:05:03
Play later
Play later
Lists
Like
Liked
1:05:03
How long does it take to save for a home? It depends, especially based on where you live! A recent report from Consumer Affairs ranks all 50 states by how long it would take the average American to save for a home down payment. We dive deep into the data and add on our Money Guy spin. Then we answer your financial questions - and celebrate the 20th…
…
continue reading
1
Steve Blake and Owen Pryor: From a $550,000 Tax Bill to Near Zero | Big 4 Transparency
47:34
47:34
Play later
Play later
Lists
Like
Liked
47:34
Integrated planning, not heroics, creates life-changing outcomes for clients. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines What happens when you fuse a CPA firm with a wealth advisory under one roof and design the operations from a blank page? In this two-guest episode of the Big 4 Transparency, host Dominic Piscopo sits down with …
…
continue reading
1
Accountant to CFO: Transform Your Firm with Advisory Services w/ Rusty Fulling
43:26
43:26
Play later
Play later
Lists
Like
Liked
43:26
Welcome to another episode of the Building the Premier Accounting Firm podcast. In today's episode host Roger Knecht and his guest Rusty Fulling explore the world of CFO advisory services, moving beyond traditional accounting to help businesses achieve clarity, growth, and peace of mind. Discover how to transition into a strategic advisor role and …
…
continue reading
1
Welcome to 2026: Make These 4 Financial Moves Right Now
15:13
15:13
Play later
Play later
Lists
Like
Liked
15:13
If you are already behind on your taxes in January, there are four tax tasks you cannot skip. In this episode, we break down the four financial tasks every business owner needs to complete in January to start 2026 clean and organized. Mike explains why unfinished bookkeeping leads to missed deductions and unnecessary stress, how to properly review …
…
continue reading
1
96 CAS Ops: The Month-End Close Doesn't Matter
9:08
9:08
Play later
Play later
Lists
Like
Liked
9:08
Got a question? Text me! Is your team still treating the month-end close like the ultimate deliverable? In this episode of CAS Minute, Roman Villard explains why obsessing over a perfect monthly close might be holding your firm—and your clients—back. Learn how to shift your mindset from static reports to continuous insights and unlock the power of …
…
continue reading
Send us a text PROFITABLE TALKS... In this episode of Profitable Creative, host Christian Brim interviews Austin Bonderer, an intellectual property patent attorney with over 26 years of experience. They discuss the nuances of intellectual property law, including patents, trademarks, and copyrights, and the importance of protecting one's creative wo…
…
continue reading
1
Ep 269: What's on the Minds of Boards in 2026 w/ Patrick Niemann (EY)
35:48
35:48
Play later
Play later
Lists
Like
Liked
35:48
This week on The Audit Podcast, we're joined by Patrick Niemann, Partner and Leader of EY's U.S. Center for Board Matters. Pat brings a unique perspective shaped by decades of working directly with boards and audit committees. In this episode, he shares what's top of mind for board members right now—from uncertainty in the economic and geopolitical…
…
continue reading
1
Erin Daiber: Succession Isn’t an Exit Plan—It’s a Growth Strategy | The Disruptors
1:06:07
1:06:07
Play later
Play later
Lists
Like
Liked
1:06:07
Firms that wait until a partner is ready to retire have already waited too long, plus 19 more key takeaways. The Disruptors With Liz Farr Erin Daiber, founder and CEO of Well Balanced Accountants, keeps seeing the same issue in firm after firm. A partner announces their intention to retire within a year or two, and the firm suddenly realizes no one…
…
continue reading
1
The Succession Strategies for Founders to Scale Businesses and Let Go of Control with Doug Thorpe
59:34
59:34
Play later
Play later
Lists
Like
Liked
59:34
The 30-Question Ownership Readiness Diagnostic. Identify your gaps in finance, leadership, and revenue creation before you take the leap. Get your score, get your plan. (It’s FREE!) 👉 https://bit.ly/owner-shipmindset-scoreapp ------------------------------------------------ Want to be a guest on our podcast? Apply and share your expertise with our …
…
continue reading
1
Episode 221: Chris Roehm, Cash Balance Plan Partners
18:15
18:15
Play later
Play later
Lists
Like
Liked
18:15
In today's podcast Paul has a conversation with Chris Roehm of Cash Balance Plan Partners. Most farmers are aware of 401(k) plans where you can set aside up to $70,000 or more in a year. A Cash Balance Plan allows older farmers nearing retirement to set aside and deduct up to $300,000 or more in a year. These plans can be a great option to help far…
…
continue reading
1
$95 Million Missing—and Still a Clean Audit?
1:09:43
1:09:43
Play later
Play later
Lists
Like
Liked
1:09:43
How does $95 million go missing at a bank—and still get a clean audit? Blake and David unpack the Evolve Bank/Synapse meltdown, what auditors missed, and how SOC reports fall short. Plus: the penny shortage pushing cash rounding at the register, the shocking stat that even 29% of partners don’t know partner pay, and the case for semiannual reportin…
…
continue reading
1
Federal Tax Update: Proposed Regulations on New Car Loan Interest Deduction
1:14:14
1:14:14
Play later
Play later
Lists
Like
Liked
1:14:14
https://vimeo.com/1151233104?share=copy&fl=sv&fe=ci https://www.currentfederaltaxdevelopments.com/podcasts/2026/1/3/2026-01-05-proposed-regulations-on-new-car-loan-interest-deduction This week we look at: Standard Mileage Rates & Notice 2026-10 2026 Procedural Updates - Annual Revenue Procedures Qualified Passenger Vehicle Loan Interest (QPVLI) Pro…
…
continue reading
1
I Met 400+ Millionaires - This is what I LEARNED
25:50
25:50
Play later
Play later
Lists
Like
Liked
25:50
Welcome to a game-changing episode of the Building Your Money Machine Show! I’m Mel Abraham, and today I’m pulling back the curtain on the habits and behaviors I learned first-hand from sitting in rooms with over 400+ millionaires. Trust me when I say this: wealth isn’t reserved for a chosen few—it’s accessible to anyone willing to work differently…
…
continue reading
1
Federal Tax Update: Marijuana Rescheduling Restarts After Long Pause
53:04
53:04
Play later
Play later
Lists
Like
Liked
53:04
https://vimeo.com/1149904280?share=copy&fl=sv&fe=ci https://www.currentfederaltaxdevelopments.com/podcasts/2025/12/28/2025-12-29-marijuana-rescheduling-restarts-after-long-pause This week we look at: Executive Action on Marijuana Scheduling and IRC § 280E State Paid Family and Medical Leave (PFML) Programs Estimated Tax Relief for Qualified Farmlan…
…
continue reading
1
Federal Tax Update: Initial Scholarship Granting Organization Guidance Issued
48:03
48:03
Play later
Play later
Lists
Like
Liked
48:03
https://vimeo.com/1148156806?share=copy&fl=sv&fe=ci https://www.currentfederaltaxdevelopments.com/podcasts/2025/12/19/2025-12-22-initial-scholarship-granting-organization-guidance-issued This week we look at: Section 25F Advance Elections Unreported Income & The "Missing Witness" Constitutionality of Penalties Post-Jarkesy Section 280E & Offers-in-…
…
continue reading
1
Smarter in 5 Minutes: Why Time Blocking Works (Even If You Think You Hate It)
4:58
4:58
Play later
Play later
Lists
Like
Liked
4:58
If you've ever tried time blocking and felt boxed in, frustrated, or like it "just doesn't work for you," you're not alone. But the issue isn't the system—it's what your brain does when structure shows up. Time blocking works because it helps you make decisions in advance with your smarter brain, instead of letting your overwhelmed brain run the da…
…
continue reading
1
Tax Firm Owners Share Their Story: Niko McElroy
57:37
57:37
Play later
Play later
Lists
Like
Liked
57:37
In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our…
…
continue reading
1
Her Coast FIRE Plan Has Some MAJOR Holes | Making a Millionaire
59:32
59:32
Play later
Play later
Lists
Like
Liked
59:32
Danielle is a 33-year-old self-employed sign language interpreter earning $110,000 annually in the DC area. After building an impressive $181,000 net worth in just four years, she's experiencing severe savings whiplash, dropping from a 60% savings rate during COVID down to just 8% today. Inspired by the book Die with Zero and the Coast FIRE movemen…
…
continue reading
1
How the Wealthy Think Differently: Inside the Rockefeller Mindset with Garrett Gunderson
49:33
49:33
Play later
Play later
Lists
Like
Liked
49:33
Get ready to transform your wealth-building strategy! Join us for the Wealth-Building for the Rest of Us: Real Estate, Franchising & Infinite Banking Masterclass on January 15, 2026 (1:00–4:00 PM CT). Learn from industry experts Anthony Faso & Cameron Christiansen, Monika Jazyk, and Lance Graulich as they reveal how to leverage Real Estate, Franchi…
…
continue reading
1
Vardan Pogosian: The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management | The Concierge CPA
32:53
32:53
Play later
Play later
Lists
Like
Liked
32:53
A former IRS agent breaks down the red flags, revenue thresholds, and compliance work that advisors can’t ignore. The Concierge CPA With Jackie Meyer For CPA Trendlines The Concierge CPA hosts a deep dive into captive insurance planning this week, as host Dr. Jackie Meyer, CPA, and guest Vardan Pogosian, CPA, unpack both the risk-management foundat…
…
continue reading
Happy New Year! Steven kicks off the year by sharing his takeaways from year-end tax planning meetings and giving important reminders you need to hear as we head into another tax filing season. It may feel like the calendar just turned over, so tax planning can go on holiday, but listen in as Steven explains what you should be focused on to help yo…
…
continue reading
Join us this Wednesday for a new episode where Roger has a great conversation with Rusty Fulling.By Roger Knecht - Universal Accounting Center
…
continue reading
First off — Happy New Year. To kick off the year, this week's episode of the Wealth Formula Podcast is a solo one from me. I spend the episode walking through my outlook for 2026 and sharing a few predictions for how I think this cycle is going to play out. Lately, I keep hearing the same question phrased in different ways. The economy feels tight,…
…
continue reading
1
Why Most CAS Practices Stall—and What the Successful Ones Do Differently | It's Not Just the Numbers
53:09
53:09
Play later
Play later
Lists
Like
Liked
53:09
Transparency, empowered administration, and intentional tech design separate advisory leaders from firms stuck in task work. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Client Accounting Services (CAS) has moved well beyond bookkeeping. For firms serious about advisory, CAS is now a fundamentally different o…
…
continue reading
1
AI Reveals Weak Firms Faster than it Helps Strong Ones | Accounting Voices
13:10
13:10
Play later
Play later
Lists
Like
Liked
13:10
The Big Four pull ahead by treating AI as a system, not a shortcut. Accounting Voices With Rob Brown Artificial intelligence is no longer a side project in accounting. It is the main event. The largest firms are moving aggressively, clients are asking sharper questions, and expectations around speed, accuracy, and insight continue to rise. In the l…
…
continue reading
1
Rewind : Embracing Life's Challenges w/ Lindsay Kline
38:51
38:51
Play later
Play later
Lists
Like
Liked
38:51
Join us as we revisit this conversation from 2021! We each have our story and Lindsay is no different. Bookkeeping at age 12, death of a spouse, starting college late and opening her bookkeeping business while in school. She has done so much and is willing to share. Lindsay and Roger discuss the experiences we have in life and what we can do to mak…
…
continue reading
