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Core CPAs & Advisors

Core CPAs & Advisors

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Core CPAs & Advisors is a proactive firm assisting entrepreneurs, small businesses and its owners to structure & grow. Our professionals will elevate your knowledge and give you the confidence to structure your business and personal finances to create, and manage your wealth. Our team of professionals have over 100 years of practical expertise and have a passion for you our clients, and future clients.
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Roman Garcia is the host of the Creating a Culture of Innovation Podcast and has provided small to medium sized businesses IT solutions and services for several years. With a focus on valueing employee, Roman provides his team with the tools to succeed. With the Creating A Culture Of Innovation Podcast, Roman hopes to spread this value with the world, changing company cultures for the better.
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In today's episode, we're talking with Founder & CEO of Earmark and the Co-Host of the Cloud Accounting Podcast Blake Oliver about the future of CPA’s and the digital era of education! Learn more about Earmark: https://earmarkcpe.com/ Listen to Blake and David Leary on the Cloud Accounting Podcast: http://bit.ly/3KgLe4f ----- Want to learn more abo…
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In today's episode, we're talking with CEO of Norhart Mike Kaeding about how his team has been transforming construction and real estate as we know it! Learn more about Norhart and their new Invest tool, https://www.norhart.com/invest/ ----- Want to learn more about us? Visit our website: https://nerdssupport.com/ Or Contact Us for a FREE IT assess…
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In today's episode, with Founder & President of Amplifi Brent Allen about how business owners can automate and understand their financial data in order to focus on growth! Learn more about Amplifi's Finance tool, CFO Essentials: https://www.amplifigrowth.com/chief-financial-essentials-v2 Use the password "podcast" and promo code "INNOVATION" on the…
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Bienvenidos nuevamente al podcast semanal amigos y empresarios, en esta ocasión hablaremos de tips para gastar tu FSA, en Estados Unidos, una cuenta de gastos flexible es un fondo patrocinado por los empleadores. Este fondo cubre los gastos permitidos que apoyan y están relacionados con la salud de sus empleados. ¡Quédate con nosotros!…
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Bienvenidos de nuevo, queridos empresarios, a los temas de esta semana. Como saben, estamos en nuevo año y los impuestos pueden ser un tema importante en su negocio y en su vida personal, hoy les traemos algunos consejos para ahorrar lo más posible en este periodo y en cualquier fin de mes. De esta manera podrás aplicar esta herramienta para el pró…
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Welcome back, dear entrepreneurs, to this week's topics. As you know, it's a new year and taxes can be a major issue in your business and personal life, today we bring you a few tips on how to save as much as possible in this period and in any month end. This way you can apply this tool for next year, and make sure your earnings are as efficient as…
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We're back with our interview with Founder & CEO of Audax Wealth Management Christina Gamache about how she educates her clients on how to properly utilize technology to succeed when it comes to business & financial compliance! Learn more about Audax & Christina's Financial Foundations course: https://www.audaxwealth.com/ ----- Want to learn more a…
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Hello again; this week topic are taxes: a mandatory contributions levied on individuals or corporations by a government entity. Whether local, regional, or national. Tax are important, as they revenue is the financial ground in which government activities are based. Including public works and services such as roads and schools, or programs such as …
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Hola de nuevo; el tema de esta semana son los impuestos: unas contribuciones obligatorias cobradas a los individuos o a las empresas por una entidad gubernamental. Ya sea local, regional o nacional. Los impuestos son importantes, ya que los ingresos son el fundamento financiero en el que se basan las actividades del gobierno. Incluyendo obras y ser…
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La actividad fraudulenta puede ser llevada a cabo por uno o varios individuos, e incluso por una empresa en su conjunto. Algunos de los tipos de fraude más comunes son el fraude con tarjetas de crédito, el fraude electrónico o de valores, el fraude de quiebra y, probablemente el más necesario de ver: el fraude fiscal, también llamado evasión de imp…
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Fraudulent activity can be carried out by one or multiple individuals, and even a business firm as a whole. Some of the most common types of fraud include credit card fraud, wire or securities fraud, bankruptcy fraud and, probably the most necessary to look upon: tax fraud, also called tax evasion, which is an illegal activity in which an individua…
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Las cuentas individuales de jubilación (IRA) son cuentas de ahorro a largo plazo que ayudan a las personas con ingresos del trabajo a ahorrar para el futuro mientras disfrutan de ciertas ventajas fiscales. La IRA está diseñada principalmente para personas que trabajan por cuenta propia, debido a sus características y la falta de acceso a un 401 (k)…
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Individual retirement accounts (IRAs) are long-term savings accounts that help individuals with earned income, in order to save for the future while enjoying certain tax advantages. The IRA is designed primarily for self-employed people, due to its characteristics and the lack of access to a 401(k), which is available only through employers.…
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Los conceptos contables son las reglas básicas, los supuestos y las condiciones que definen los parámetros y las limitaciones dentro de los cuales opera la contabilidad. En otras palabras, los conceptos contables son los principios contables generalmente aceptados, que constituyen la base fundamental para elaborar de forma coherente la forma univer…
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Hello friends a fellow entrepreneurs, welcome to another episode of CORE CPAS and ADVISORS Podcast. Factors of production are the inputs needed for creating a good or service, and the factors of production include land, labor, entrepreneurship, and capital. In capitalism, the factors of production are most often controlled by business owners and in…
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Hola amigos y compañeros empresarios, bienvenidos a otro episodio del Podcast de CORE CPAS & Advisors. Los factores de producción son los insumos necesarios para crear un bien o servicio, y los factores de producción incluyen la tierra, el trabajo, la iniciativa empresarial y el capital. En el capitalismo, los factores de producción suelen estar co…
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Bienvenidos amigos, compañeros empresarios, a otro episodio del Podcast de CORE CPAS y Advisors. Las pequeñas y medianas empresas (PYMES) son negocios que mantienen ingresos, activos o un número de empleados por debajo de un determinado umbral; en ocasiones también se tiene en cuenta el sector en el que opera la empresa. Como cada semana, nos alegr…
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Welcome friends a fellow entrepreneurs, to another episode of CORE CPA´s and Advisor´s Podcast. Small and mid-size enterprises (SMEs) are businesses that maintain revenues, assets or a number of employees below a certain threshold; occasionally the industry in which the company operates in is taken into account as well. As in every week, we are rea…
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Welcome friends a fellow entrepreneurs, to another episode of CORE CPA´s and Advisor´s Podcast. Debt is something, usually money, borrowed by one party from another. Debt is used by many corporations and individuals to make large purchases that they could not afford under normal circumstances. A debt arrangement gives the borrowing party permission…
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Bienvenidos amigos, compañeros empresarios, a otro episodio del Podcast de CORE CPA's y Advisor's. La deuda es algo, normalmente dinero, que una parte pide prestado a otra. La deuda es utilizada por muchas empresas y personas para realizar grandes compras que no podrían permitirse en circunstancias normales. Un acuerdo de deuda da a la parte presta…
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¡Hola amigos y compañeros empresarios! Bienvenidos de nuevo, a otro podcast de Core CPA's and Advisors. Es comúnmente conocido, como hemos mencionado antes, que "la contabilidad es el lenguaje de los negocios". En esta época de evolución de las tecnologías digitales, el futuro de los profesionales de las finanzas se verá afectado de maneras que aún…
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Hello friends and fellow entrepreneurs! Welcome back, to another Core CPA´s and Advisors podcast. It is commonly known, as we have mentioned before, that “accounting is the language of business.” In this age of evolving digital technologies the future of financial professionals will be affected in ways that have not yet been even imagined. Digital …
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In today's episode, we're talking with Founder & CEO of Meyer Tax Consulting Jackie Meyer about how she innovated the CPA space by building her own accounting tool, TaxPlanIQ! Learn more about Meyer Tax Consulting: https://www.meyertax.com/ Learn more about TaxPlanIQ: https://www.taxplaniq.com/ ----- Want to learn more about us? Visit our website: …
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In today's episode, we're talking with Managing Partner of HORNE Joey Havens about the importance of CPA firms being able to cultivate a thriving culture & efficient team for tax season! Learn more about HORNE: https://horne.com/ Visit Joey's blog: https://blog.hornellp.com/bebetter ----- Want to learn more about us? Visit our website: https://nerd…
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¡Hola amigos y compañeros empresarios! Bienvenidos al podcast de Core CPAs and Advisor's. Una de las instituciones que mantiene algunas de las relaciones financieras más importantes, con cualquier individuo y empresa es un banco. Esto es porque, los bancos son las organizaciones con licencia para recibir depósitos y hacer préstamos, proporcionar se…
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Hello friends and fellow entrepreneurs! Welcome, to Core CPAs and Advisor´s Podcast. One of the institutions that holds some of the most important financial relationships, with any individual and business is a bank. This is because, banks are the organizations licensed to receive deposits and make loans, provide financial services such as wealth ma…
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In today's episode, we're talking with former Nerd and VP of Franchise Development at Hite Digital Jeff Zelaya about how they've been able to innovate what it means to be a growing business! Learn more about Hite Digital: https://www.hitedigital.com/ ----- Want to learn more about us? Visit our website: https://nerdssupport.com/ Or Contact Us for a…
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Hola amigos y compañeros empresarios. Bienvenidos, una vez más, a otro episodio del podcast Core CPA's and advisors. El análisis de cuentas es un proceso en el que se examinan cuidadosamente las partidas detalladas de una transacción o estado financiero para una cuenta determinada, a menudo por un auditor o contable capacitado. Un análisis de cuent…
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Hello Friends and fellow entrepreneurs. Welcome once again, to another episode of Core CPA´s and advisors podcast. Account analysis is a process in which detailed line items in a financial transaction or statement are carefully examined for a given account, often by a trained auditor or accountant. An account analysis can help identify trends or gi…
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In today's episode, we're talking with Founder & CEO of Valqari Ryan Walsh about how logistics is evolving further than we ever thought was possible! Visit Valqari's website: https://www.valqari.com/ ----- Want to learn more about us? Visit our website: https://nerdssupport.com/ Or Contact Us for a FREE IT assessment at: 305-551-2009 Follow Us on S…
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In today's episode, we're talking with Founder & CEO of Diesel Laptops Tyler Robertson about how logistics & transport companies can increase their maintenance efficiency with technology. Visit Diesel Laptops' website: https://www.diesellaptops.com/ ----- Want to learn more about us? Visit our website: https://nerdssupport.com/ Or Contact Us for a …
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Hello Friends and fellow entrepenuers. Welcome once again, ti another Core CPA’S and Advisors podcast. Managerial accounting is the practice of identifying, measuring, analyzing, interpreting, and communicating financial information to managers for the pursuit of an organization’s goals. Financial accounting is the recording and presentation of inf…
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