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.
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SMSF News and Strategies Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
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We believe that mission driven organizations have the power to transform our economy by group purchasing.
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Candid discussions about cannabis inspired music, great past and upcoming concerts and the social implications of legalized cannabis. Old-school Grateful Dead fans, cannabis attorney Larry Mishkin share review past Grateful Dead concerts, discusses new music, shares music related news, concert updates and cannabis stories and his view of the industry. Produced By PodConx
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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Beyond the Margins was created for you. To help you better understand how every decision you make has a financial impact on your business.While the bottom line is important, there are also things we need to address if we want to be successful in business and also at an individual level.Our goal is to unpack topics that will help you to make better financial decisions to grow your business but also grow and take care of yourself as an entrepreneur.
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SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax Planning
Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
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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.
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Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are ...
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Property Development Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
The Master Class Property Development Podcast Series is hosted by Chris Reed from Business Concepts Group (BCG). The podcast series Master Class Course designed to guide through the property development process from pre-development planning to project completion. Topics covered includes Being Development Ready, Market Research, Financing and Attracting Investors, Due Diligence and Feasibility, Legal Documentation & Town Planning and Completion of Development.
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Hosted by the hiring experts of Dallas-based recruiting firm Unity Search, Unity Talks features lively discussion with successful business leaders regarding their career path to success, obstacles overcome to become successful, and steps they have taken to remain on top of their profession. https://www.facebook.com/UnitySearch https://www.linkedin.com/company/unity-search/ www.unitysearch.com
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Listen to the book that no civil services aspirant can avoid
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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.
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Welcome to the Real Estate Professional Status Podcast. Dive deep into the little understood yet powerful niche in real estate investing that every high-net-worth individual should know about. The Real Estate Professional Status (REPS). Tailored for affluent real estate investors and those looking to enter the space, this podcast provides a comprehensive guide on how to qualify for REPS and harness its benefits to supercharge your investments. Through engaging, conversational interviews with ...
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Welcome to LeaderSight- where we believe leadership is a people game. One that can be played by anyone, anywhere…because leadership is action by any party that helps your group meet its adaptive challenges. We bring you successful leaders who have something special, leadership wisdom- and put them in a position to share that with you, unfiltered. To offer you their insight, foresight, and maybe even some 20/20 leadership hindsight to help you on your leadership journey.
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Music Therapy is an existential podcast for musicians (and music fans!) Being a musician has never been easy, but in today’s over-saturated world, it feels more daunting than ever. With little money and murky paths to success, it’s no wonder musicians are struggling to find their place and value in the world. Musicians will find the Music Therapy podcast an indispensable and inspiring companion while navigating the ups and downs of creativity, the music industry, and mental health. Music fan ...
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The Entrepreneur's Playbook: Coaching Insights | Bob Regnerus
41:20
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41:20Send us a text In this episode of The Profitable Creative Podcast, host Christian Brim interviews Bob Regnerus, a seasoned coach and entrepreneur. They discuss the intersection of sports and business coaching, the importance of self-reflection, and how beliefs shape our actions. Bob shares insights on common symptoms entrepreneurs face when seeking…
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Ep 242: Audit Like a Storyteller w/ Shagen Ganason (Liva Group)
37:40
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37:40This week on The Audit Podcast, we’re joined by Shagen Ganason, Group Chief Auditor, and Chief Audit Executive at Liva Group. In this episode, Shagen shares the inspiration behind his new book, The Storyteller’s Ledger, and why he believes storytelling is one of the most powerful tools internal auditors can develop. From rethinking traditional audi…
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Inside DOL Compliance Audits - Part 2: Preparing for the Process
18:14
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18:14In Part 2 of our series on Department of Labor audits, Calibre partners Art Budich and Glenn Eyrich walk through what to expect once your organization is selected for a compliance audit. From preparing documents and managing communications to working with investigators and understanding final results, this episode offers practical guidance to help …
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67 - Scaling Smart: Matt Tait on Building a Firm With People, Process, and Profit
52:27
52:27
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52:27In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Matt Tait, founder and CEO of Decimal, a firm that leverages AI and technology to enhance accounting operations. Matt shares his journey from being a lawyer to creating a client-centric accounting experience, emphasizing the importance of technology in streamlining workflows …
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Overcoming Imposter Syndrome in the Creative Industry | Jordan Kirkham
49:59
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49:59Send us a text In this conversation, Jordan Kirkham shares his journey in the creative industry, discussing his challenges, including self-esteem and impostor syndrome. He emphasizes the importance of teamwork and how fear can be a catalyst for growth. Jordan reflects on his experiences in production roles and the fulfillment he finds in collaborat…
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Redefining the Book Industry | Django De Gree II
46:46
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46:46Send us a text Summary In this conversation, Django discusses the intricacies of the publishing industry, focusing on the challenges authors face in printing, distribution, and marketing. He emphasizes the importance of creating genuine connections with readers and the need for effective marketing strategies that go beyond impulse buying. The discu…
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Ep 241: How to Win Support for ERM w/ Beth Womersley (Universal Destination & Experiences)
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34:06This week on The Audit Podcast, we’re joined by Beth Womersley, Head of Assurance & Advisory Services at Universal Destination & Experiences. Beth shares her experience launching and leading ERM programs across multiple organizations. As internal audit teams take on more ERM responsibilities, she shares tips on where to start, how to get support fr…
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Telling a Better Story: Using Personal Branding to Shape Better Accounting Firms with Rob Brown
47:39
47:39
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47:39The Power of Authenticity in Attracting Talent and Changing Perceptions In this episode of the Accountant’s Flight Plan Podcast, we interviewed fellow podcaster and reputation-building expert Rob Brown. Rob is the host of three accounting-related podcasts with a collective following of over 50,000 listeners and is the author of Build Your Reputatio…
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From Cubicles to Creativity | Lisamarie Shires
41:38
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41:38Send us a text In this episode of The Profitable Creative, host Christian Brim speaks with Lisamarie Shires, a business mentor for commercial filmmakers and photographers. Lisa shares her journey from a traditional career in government contracting to pursuing her passion for photography and eventually transitioning into coaching. She discusses the …
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On This Episode Of UNITY Talks, host David Cathey sits down with Roberto Canales, CFO at Neora.By RNCN
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Unlocking the Secrets of Creative Marketing | Tracy Burnett
43:17
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43:17Send us a text In this episode of the Profitable Creative, host Christian Brim speaks with Tracy Burnett, a seasoned marketing consultant with over 35 years of experience. Tracy shares her journey from corporate marketing to running her own consultancy, emphasizing the importance of differentiation and understanding client needs. They discuss the c…
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Ep 240: Practical Tips to Improve Workplace Communication w/ Nancy Yuen (SoFi)
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36:27This week on The Audit Podcast, we’re joined by Nancy Yuen, Financial Data and VP of SOX Governance at SoFi. In this episode, Nancy shares how emotional intelligence has been a driving force behind her career success—from her early days at KPMG to leadership roles at Clorox, Google, and now SoFi. Nancy realized she needed to intentionally build her…
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66 - How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026)
52:00
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52:00In this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing the current landscape of estate tax exemptions, the role of CPAs in estate tax planning, and the importance of proactive engagement with clients. They explore the dynamics of unexpected estate tax bills and provide practical example…
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CIA to LA: Stories Worth Telling | Meredith Woodruff
47:10
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47:10Send us a text In this episode of The Profitable Creative, host Christian Brim interviews Meredith Woodruff, a former CIA operations officer turned film producer. They discuss the misconceptions of espionage as portrayed in Hollywood, the challenges of bringing authentic spy stories to the screen, and the unique experiences that shape their narrati…
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SMSF NS128: End of financial year strategy planning
23:59
23:59
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23:59In this episode, we covered end of financial year strategy planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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Creative Roots: Classroom to Copywriting | Katie Bridgewater
36:49
36:49
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36:49Send us a text In this episode of The Profitable Creative, host Christian Brim speaks with Katie Bridgewater, a copywriter specializing in the motherhood industry. Katie shares her journey from teaching to copywriting, discussing the challenges and mindset shifts she experienced along the way. She emphasizes the importance of finding a niche, embra…
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Ep 239: Reimagining Audit Staffing w/ Chris Denver
26:18
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26:18This week on The Audit Podcast, we’re joined by Chris Denver, former CAE and IIA Chicago President. In this episode, Chris walks us through the forward-looking staffing model he’s developed—one that balances internal talent with digital tools and trusted external partners to create a more flexible, future-ready audit function. He shares how this hy…
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Daytime Drama to Digital Dreams | Daniel Goddard
47:19
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47:19Send us a text In this episode of the Profitable Creative podcast, host Christian Brim speaks with Daniel Goddard, an actor turned entrepreneur, about his journey from the world of soap operas (The Young and the Restless and General Hospital) to launching his own digital marketing company. They discuss the importance of branding and marketing in bu…
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Navigating the Future of Accounting Through AI and Adaptation with Dan Hood of Accounting Today
39:43
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39:43The Evolution of an Industry in Real Time In this episode of the Accountant’s Flight Plan Podcast, Brannon Poe is joined by Dan Hood, Editor-in-Chief at Accounting Today, to explore the shifting tides of the accounting industry. From his start as a receptionist to laying out physical newspapers and magazines to leading one of the profession's most …
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From Odd Jobs to Creative Entrepreneur | Josh Marshall
39:09
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39:09Send us a text In this episode of the Profitable Creative, host Christian Brim interviews Josh Marshall, who shares his journey from various odd jobs to pursuing a career in creativity and entrepreneurship. Josh discusses his passion for storytelling, particularly in the realm of Dungeons and Dragons, and how he is currently developing a proof of c…
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Ep 238: The Best Advice from Agentic AI Experts
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21:58This week on The Audit Podcast, we’ve gathered the best moments from our conversations with Agentic AI experts—featuring standout insights from Charles King, John Thompson, and Andrew Clark. AI Agent Governance: A Field Guide Be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Au…
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Ep 237: Protocol for Preparing for Your Best Audit Committee Meeting Ever w/ Rob Clark Jr. (Howard University)
53:44
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53:44This week on The Audit Podcast, we’re joined by Rob Clark Jr., Chief Auditing and Compliance Officer at Howard University. In this episode, Rob breaks down the one skill that separates good auditors from great ones: communication. He pulls back the curtain on how he preps, practices, and performs, whether it’s a team meeting, a presentation, or a h…
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Inside DOL Compliance Audits - Part 1 - Red Flags and Risk Areas
17:34
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17:34In Part 1 of this two-part series, Calibre partners Art Budich and Glenn Eyrich break down what labor unions need to know about Department of Labor (DOL) audits and investigations. From triggers like late filings and inadequate documentation to common red flags and fraud risks, they share key insights to help your organization stay prepared and com…
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1
Rebecca Buell, CFO The National Breast Cancer Foundation
43:08
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43:08On this episode of UNITY Talks, host David Cathey sits down with the CFO of the National Breast Cancer Foundation.By RNCN
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Send us a text In this episode of the Profitable Creative, host Christian Brim speaks with Carol Kabaale, a marketing expert from South Africa. They discuss the importance of building genuine connections in marketing, the need for unique customer journeys, and the role of community in business. Carol shares her journey from corporate life to entrep…
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Know Your Worth: Pricing Strategies for Creative Entrepreneurs | Robin Waite
49:49
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49:49Send us a text In this episode of The Profitable Creative, host Christian Brim speaks with Robin Waite, a seasoned entrepreneur and coach. Robin shares his journey from being a systems analyst to running a successful marketing agency, and eventually transitioning into coaching. The conversation delves into the importance of understanding numbers in…
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The Future of Work: Embracing Remote Culture | Kelly Schuknecht
33:53
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33:53Send us a text In this episode of the Profitable Creative, host Christian Brim engages with Kelly Schuknecht of Two Mile High Marketing to explore the intersection of passion and profit in entrepreneurship. They discuss the challenges of scaling a business, the importance of aligning creativity with analytical strategy, and the evolving landscape o…
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Diving Deep: Underwater Filmmaking and the Art of Entrepreneurial Storytelling | Armin Korsos
42:20
42:20
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42:20Send us a text In this episode of the Profitable Creative, host Christian Brim speaks with Armin Korsos, founder of Kamanite, about his unique background, the challenges of underwater cinematography, and his journey into filmmaking. Armin shares insights on entrepreneurship, the importance of building effective teams, and the creative process behin…
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Ep 236: The one KPI for Internal Audit w/ Mark Freeman (Vermeer Corporation)
42:46
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42:46This week on The Audit Podcast, we’re joined by Mark Freeman, Head of Internal Audit at Vermeer Corporation. In this episode, Mark shares insights from a recent CAE roundtable, where recruitment, audit committee metrics, and Copilot use cases topped the agenda. He also walks us through how he rebuilt internal audit’s reputation at Vermeer after ste…
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Reduce Staff Turnover Through Cutting-Edge Technology with Dominic Piscopo
29:44
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29:44Providing Salary Transparency to Practitioners In this episode of the Accountant’s Flight Plan Podcast, Dominic Piscopo shares with Brannon about his startup–Big4Transparency. This service provides accounting firms with data around salary compensation, breaking up the data by sector, geography, and position seniority. It is easy to use and accessib…
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Mesmeric Moves: How to Thrive When the Media Shifts | Michael Holstein
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40:35Send us a text In this episode of the Profitable Creative, host Christian Brim speaks with Michael Holstein of Mesmeric Media about the evolution of his company, the challenges faced in the content industry, and the importance of taking risks in content creation. They discuss the shifts in audience preferences, the impact of partnerships, and the n…
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Identity Positioning for Connection | Isaac Mashman
39:28
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39:28Send us a text PROFITABLE TALKS In this episode of The Profitable Creative, host Christian Brim speaks with Isaac Mashman, a personal branding expert and consultant. They discuss the importance of personal branding, the journey of Isaac from network marketing to consulting, and the challenges of self-promotion and imposter syndrome. Isaac shares in…
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Ep 235: Rethinking Change Management Audits w/ Taylor Meadows (Change Captain)
24:03
24:03
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24:03This week on The Audit Podcast, we’re joined by Taylor Meadows, Founder and CEO of Change Captain. In this episode, Taylor shares his journey from manually managing IT change controls to founding Change Captain, a software solution that streamlines change management and R&D tax credit processes. We touch on organizations handle code changes, the ri…
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65 - Retirement Plans Aren’t Just for Retirement: How to Use Solo 401(k)s to Build Net Worth & Save on Taxes
42:32
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42:32In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer discusses recent tax news and insights with David Podell, Founder of Business Benefits Consultants. They explore the implications of the IRS's expansion of the free file program, the impact of smaller tax refunds on clients, and the hiring of new auditors. The conversation shifts to ret…
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Breaking the Agency Mold: A New PR Perspective | Melinda Jackson
41:24
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41:24Send us a text PROFITABLE TALKS In this episode of The Profitable Creative, host Christian Brim speaks with Melinda Jackson, a public relations expert with over 15 years of experience. Melinda shares her journey from moving to Los Angeles with just $500 to becoming a successful entrepreneur in the PR industry. They discuss the challenges of agency …
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The Entrepreneurial Journey: From Engineer to Consultant | Adi Klevit
42:18
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42:18Send us a text PROFITABLE TALKS In this episode of the Profitable Creative, host Christian Brim speaks with Adi Klevit, an industrial engineer and entrepreneur, about the importance of processes in business, especially for creative entrepreneurs. They discuss how processes can liberate creativity, the entrepreneurial journey of Adi, and the challen…
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Ep 234: AI Talks Data & Analytics (Feat. Monica Royal’s Article)
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14:18We've tested Notebook LM again, an AI tool that transforms written articles into podcast episodes using artificially generated voices. This time, we used an article by Monica Royal, founder of Nerd Nourishment. Monica attended the Mini Spring Audit Analytics and AI Conference and shared her key takeaways in a LinkedIn article. We uploaded her piece…
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64 - How to Set Boundaries, Avoid Burnout, and Actually Enjoy Busy Season
39:06
39:06
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39:06In this episode, Dr. Jackie Meyer interviews Amy Vetter, a CPA, yogi, and author, discussing her unique journey in the accounting profession and the importance of finding balance in work and life. They explore the B3 method, practical steps for achieving work-life harmony, the significance of technology in accounting, and the value of advisory serv…
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The Art of Self-Publishing with Rodney Miles | Rodney Miles
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29:57Send us a text PROFITABLE TALKS In this episode of The Profitable Creative, host Christian Brim speaks with Rodney Miles, a self-publishing consultant and author. Rodney shares his journey from a non-creative background to becoming a successful author and consultant. He discusses the importance of resilience, the self-publishing process, and the th…
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1
SMSF NS127: The 2025 federal budget and your end of year planning strategies
22:23
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22:23In this episode, we covered the 2025 federal budget and shared strategies for your year-end planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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1
From Policy to Impact: How an IPS Shapes Nonprofit Investments
19:26
19:26
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19:26Join Karen Roche, Partner, and Justin Rogers, Senior Manager at Calibre CPA Group, as they unpack the essentials of Investment Policy Statements for nonprofits. From understanding what an IPS is to crafting one that supports your organization’s mission, this episode offers practical guidance for nonprofit leaders and finance professionals alike. Go…
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1
Fiscal Fitness for Labor Unions: Measuring, Comparing & Strengthening Finances.
15:34
15:34
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15:34Join Karen Roche, Partner, and Justin Rogers, Senior Manager at Calibre CPA Group, as they explore the financial health of labor unions. This episode covers key financial metrics and how benchmarking analysis can help unions assess their performance and plan strategically for the future. Got a question? Contact us! For more Counting On Calibre, cli…
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1
Navigating the Challenges of Photography | Lesle Lane
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38:22Send us a text PROFITABLE TALKS... In this episode of the Profitable Creative, host Christian Brim interviews Leslie Lane, a third-generation photographer and owner of Studio 13, a corporate photography business based in Indianapolis. Leslie shares her journey of taking over the family business at a young age, the challenges she faced, and how she …
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Ep 233: How to Get More Internal Audit Budget w/ David Hill (HillAudit Training Ltd)
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28:40This week on The Audit Podcast, we’re joined by we’re joined by David Hill, Managing Director of HillAudit Training Ltd. In this episode, David challenges the idea that stability equals security and internal audit. He explores how budget cuts, resistance to change, and outdated processes can lead to disengagement—hurting recruitment, retention, and…
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63 - The Tribal Tax Credit: What Every Advisor Needs to Know Before Recommending It
39:29
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39:29In this episode, Dr. Jackie Meyer interviews Chad Koebnick, VP of Specialized Tax Services at Nepsis, about the innovative Tribal Tax Credit. They discuss the mechanics of the credit, its origins, and the skepticism surrounding it. Chad explains the due diligence required for tax professionals and taxpayers, the process of claiming the credits, and…
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Navigating the Transition: Career Changes in Writing | JV Hillard
42:35
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42:35Send us a text PROFITABLE TALKS In this episode of The Profitable Creative, host Christian Brim interviews author Joe J.V. Hilliard, who shares his journey from being a defense lobbyist to becoming a successful fantasy novelist. Hilliard discusses the challenges of transitioning careers, the importance of passion in writing, and the intricacies of …
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The Evolution of Photography and Technology | Seth Lowe
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37:30Send us a text PROFITABLE TALKS... In this episode of The Profitable Creative, host Christian Brim interviews Seth Lowe, a Midwest-based commercial photographer, producer, and director. They discuss Seth's journey into entrepreneurship, the evolution of photography with technology, the importance of balancing craft and business mindset, and the cha…
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Ep 232: A Contrarian View of Agentic AI w/ Andrew Clark (Monitaur)
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44:55This week on The Audit Podcast, we’re joined by Andrew Clark, Co-Founder and CTO of Monitaur. In this episode, Andrew shares his unique perspective on agentic AI, challenging common assumptions about what AI agents actually are. He explores the marketing problem with AI and agents, why agents might not be what we think, and the governance challenge…
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1
Empowering Small Businesses with Marketing Tools | Robert Downey
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33:20Send us a text PROFITABLE TALKS In this episode of the Profitable Creative, host Christian Brim speaks with Robert Downey, co-founder of Simply Be Found, about the evolution of marketing for small businesses. They discuss the challenges faced by business owners in navigating the marketing landscape, the disconnect between marketers and business own…
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1
Building Podmatch: A Solution for Podcasters | Alex Sanfilippo
43:51
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43:51Send us a text PROFITABLE TALKS In this episode, Christian Brim interviews Alex Sanfilippo, the founder of Podmatch, who shares his journey from a corporate job to entrepreneurship. Alex discusses the challenges he faced in the corporate world, the inspiration behind Podmatch, and the importance of courage in overcoming fear. He also delves into th…
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