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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Cpa Group Podcasts
The Owner's Odyssey is a business podcast focused on exploring the unique journeys of real business owners co-hosted by Brook Gratia, Paul McCoy, and Zach Jones.
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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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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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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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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 ...
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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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Listen to the book that no civil services aspirant can avoid
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The Skillful at Work Podcast offers an engaging discussion about living wisely in the workplace, encouraging and equipping Christians to live out their faith at work. If you want to be encouraged and equipped to live your life of faith more effectively in the workplace, the Skillful at Work Podcast is for you.
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Welcome to Money Magnet Mama, where magnetic marketing meets money mindset and online business strategy. This podcast is for the heart-centered entrepreneur, small business owner, or multi-passionate creative who doesn’t fit in with the toxic hustle culture and the bro marketing sleaze, and wants to build their abundant life and dream business differently: with heart and soul, joy and ease. From chill launch and evergreen sales strategies, the energetics of pricing, to high ticket group coac ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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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 the podcast dedicated to helping you grow your service business with Google Search Ads. Each week, we bring you actionable tips, insights, and updates to elevate your business through highly targeted search advertising. Whether you’re a freelancer, business owner, or anyone looking to get results with Google Ads, we break down strategies specifically for service businesses to maximize leads and conversions. Don’t get lost in the online ad jungle—hit subscribe, tune in, and let’s d ...
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Welcome to the Compound Commitment, where we focus on the small actions that compound over time. I'm your host, Mike Nilson. Join me every Tuesday as we build the habits that support wealth, health, and happiness. Each week, we share insights on investing, wealth management, and financial planning alongside practical strategies for nutrition, sleep, relationships and happiness. Check out compoundcommitment.com to sign up for a complimentary 30-Day Wealth, Health, or Happiness Commitment.
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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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Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.
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0:38Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms. Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn More Poe…
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Don’t Let AI Sound Smarter Than You | Accounting Influencers
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15:46Keep your own voice in charge. Accounting Influencers With Rob Brown In the race to stay relevant in accounting, artificial intelligence has emerged as both a powerful accelerator and a quiet threat. In this episode of the Accounting Influencers podcast, the conversation dives deep into how accountants can harness AI to amplify their visibility and…
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Matt Rampe: Make Strategy Stick | Gear Up For Growth
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40:24Five steps turn vision into execution. Gear Up for Growth With Jean Caragher For CPA Trendlines On the latest episode of “Gear Up for Growth,” host Jean Caragher interviews Matt Rampe, partner at Rosenberg Associates and author of the forthcoming book, "CPA Firm Strategic Planning: Your Roadmap for Long-Term Success," about how accounting firms can…
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Unlocking Market Theory: A Human Approach to Business | Lechon Kirb
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49:49Send us a text PROFITABLE TALKS... In this conversation, Lechon Kirb discusses the principles of Market Theory, emphasizing a human-centered approach to business. He explores the importance of understanding value and pricing, the impact of mindset on financial perceptions, and the role of failure in achieving success. The discussion also touches on…
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From Capitol Gridlock to Client Backlog | ARC
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32:08A shutdown halts processing, piles up invoices, and leaves contractors and nonprofits fronting the float. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation When the federal government shuts down, headlines focus on politics. But behind every furlough and frozen budget lies a deeper story—one told…
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Modern Accounting In the Age of AI: Scaling Your Firm, Adopting AI, and Maximizing Your Capacity with Mike Schwarz
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45:47In this episode of The Accountant’s Flight Plan Podcast, we sit down with Mike Schwarz, CEO of MyZone AI, to explore the evolving need for modern accounting firm leaders to adopt AI. In this episode, we discuss how AI is impacting the world and what the projected implications are for small business owners in every industry. There are some key strat…
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Send us a text Trudy Meyer is a partner at a CPA firm specializing in tax, accounting and consultancy. She was recently honored as the 2025 Woman in Business Award from Concordia University, Nebraska. Through her professional achievements, community service, and steadfast faith, Trudy exemplifies the values of Concordia University, Nebraska, and ha…
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Chayton Farlee: How AI and Outsourcing Are Shaping Graduate Careers | It's Not Just the Numbers
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45:44Grunt work is no longer the rite of passage. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines The accounting profession is undergoing a profound transformation. As artificial intelligence (AI) and outsourcing become central to firm operations, questions abound: Will there be enough meaningful work left for new ac…
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3 Factors to Consider Before Taking Your Social Security Benefits - Replay
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14:49The complexity of Social Security calculations can cause some confusion around when someone eligible should file and claim their benefit. There are a lot of variables to consider and acronyms to decipher that can make Social Security feel like a confusing hedge maze. Let’s cut through some of the noise and clarify some of the most pressing question…
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Mergers and Acquisitions: A New Frontier | Jason Clark
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46:07Send us a text PROFITABLE TALKS... In this episode of the Profitable Creative, host Christian Brim speaks with Jason Clark of Via Studio about the evolution of his agency, the challenges of ownership, and the importance of building a saleable business. They discuss mergers and acquisitions, the balance between creativity and profitability, and the …
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The Psychology of Money: Why Math Isn't Enough w/ Jake Timm
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48:43Episode 004: Jake Timm is the President of TEN Capital Wealth Advisors where his primary role is the design and implementation of each facet of the retirement and financial planning process. In this conversation, Jake shares his journey into financial advising, emphasizing the importance of understanding behavioral finance and the emotional aspects…
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Tom Hood and Lexi Weber: Disrupt Yourself Before Someone Else Does | The Disruptors
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56:42RISE2040 challenges the accounting profession to stop reacting and start shaping its own future. The Disruptors With Liz Farr What will the future of accounting be like? As listeners to The Disruptors know, I’ve been asking accountants about their predictions for the state of accounting in ten years. However, a new initiative from the AICPA and CIM…
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Pivoting Your Business Isn’t Failure — It’s the Path to Alignment: Ashley Langer’s Reinvention & Entrepreneurial Journey from Event Planning to Digital Membership to Fashion Founder [Ep. 67]
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32:00What if letting go of a “successful” business isn’t failure, but freedom? In this episode of Money Magnet Mama, I sit down with my client and friend Ashley Langer — community builder, networking queen, and now the founder of the hot new brand Hot Tommies — a fashion-forward heated vest line for women. Ashley opens up about: ✨ Building her first bus…
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Stacie Kwaiser: Keep Your Best Talent by Living Your Values | MOVE Like This
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25:44Keep people first, purpose clear, and culture intact. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In the latest MOVE Like This, host Bonnie Buol Ruszczyk sits down with?Stacie Kwaiser, CPA, CEO of Rehmann, to discuss her nearly 30-year journey with the firm and the values that continue to shape its culture. Kwaiser reflects on her s…
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Stay or Go? Why Accountants Are Rethinking Job Hopping | Accounting Influencers
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14:32Is the next big opportunity across the street...or right where you already are? Accounting Influencers With Rob Brown Post-pandemic, accounting professionals saw record pay increases just for changing employers. However, as economic conditions tighten and median pay raises for job switchers fall from roughly 7% to just over 4%, the calculus is chan…
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Jeffrey Weiner: Leadership Lessons from a Billion-Dollar Firm Builder | Gear Up For Growth
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45:13Great firms are built, not bought. Gear Up for Growth With Jean Caragher For CPA Trendlines In this episode of Gear Up for Growth, host Jean Caragher sits down with Jeffrey Weiner, former CEO and Chairman of Marcum LLP and current Senior Advisor at CBIZ. Weiner shares candid insights from his 40-year leadership journey, explaining how a Long Island…
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Building High-Performance Websites for Profitability | Matt Dorman
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48:50Send us a text PROFITABLE TALKS... In this episode of The Profitable Creative, host Christian Brim speaks with Matt Dorman of Endeavor about the importance of high-performance websites for businesses, the challenges of client retention, and the need for agencies to adapt their business models in a changing market. They discuss the significance of n…
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Royalties, Residuals, and Reality Checks | ARC-SLC
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55:52CPAs translate fame into cash flow, contracts, and accountability. Accounting ARC - Student-Led Conversations With Harshita Multani Center for Accounting Transformation In a special episode of Accounting ARC: Student-Led Conversations, student host Harshita Multani interviews Jeff Frable, CPA, CGMA, a partner at CCK Strategies in Tulsa, Okla.; Aurm…
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Send us a text Charlie Colon is a servant leader. He is the franchise owner of the Chick-fil-A at Southpointe Pavilions in Lincoln, Nebraska. He was recently the keynote speaker at the Celebrating Business Luncheon at Concordia University in Nebraska. Charlie lives out his faith in Christ through everything he does, operating his business. One of h…
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Mike Maksymiw: Walking Away from the Top...And Finding Something Better | Big 4 Transparency
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44:51“Being efficient got me more work, not more money. So I left.” Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines When Mike Maksymiw, executive director of the Aprio Firm Alliance, walked away from a $500,000-a-year partner role without another job lined up, he wasn’t chasing a title - he was chasing alignment. In this episode of the Big…
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Rising Long-Term Care Costs: Strategies to Safeguard Your Retirement
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21:38Brian Skrobonja talks about one of the most overlooked pieces of retirement planning — long-term care. He explains why preparing for care isn’t about being gloomy, it’s about protecting your freedom and keeping control over the life you’ve worked so hard to build. Expect to learn how to help prepare for care costs, protect your savings, and enjoy a…
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Creatine Explained: Brain, Body & Performance Benefits w/ Brad Dieter, PhD
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29:37By Mike Nilson
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Life Lessons from a Cross-Country Adventure | Teri M. Brown
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47:50By Christian Brim, CPA/CMA
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Keep More, Invest More: LLCs and Tax Write Offs for Athletes w/ Kyle Jordan, CPA
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36:11By Mike Nilson
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The Power of Compounding: The Most Important Principle in Wealth, Health & Happiness
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17:41By Mike Nilson
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Tony Proctor: Turn Dumb Ideas into Brilliant Solutions | The Disruptors
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Is Social Media Marketing Dead? How to Build Your Thought Leadership on LinkedIn with Brenda Meller [Ep. 66]
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58:12By Masha Goins
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Dr. Meghaan Lurtz: Financial Psychology Transforms Client Conversations | Holistic Guide to Wealth Management
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50:23Normalize money talk, foster belonging, and guide clients toward lives of meaning and well-being. By Rory Henry CFP®, BFA™ For CPA Trendlines Spreadsheets, projections, and tax strategies have long dominated advisory. But as Dr. Meghaan Lurtz of Shaping Wealth explains, the work of advisors goes far beyond the numbers. At its best, our work is abou…
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SMSF NS132:SMSF health check for your fund
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18:55In this episode, we discussed an SMSF health check for your fund. 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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Big 4 Layoffs Reveal New Jobs Reality | Accounting Influencers
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15:51Industry turbulence opens doors for smaller firms, but only those that clearly define and communicate value. Accounting Influencers With Rob Brown Between June 2023 and September 2024, several of the largest accounting firms announced significant workforce reductions and structural changes. KPMG disclosed a deeper round of auditor layoffs in mid-20…
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Melancon: Private Equity and the Partnership | Gear Up For Growth
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42:22"The accounting profession today is living its golden age, driven by its expanded capabilities." Gear Up for Growth With Jean Caragher For CPA Trendlines In a landmark episode of the Gear Up For Growth podcast, Barry Melancon, CPA, CGMA, the longest-serving CEO in AICPA history, joined host Jean Caragher to share his invaluable insights on the evol…
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Grow Your Business Meaningfully with Rob Dube
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39:37Quality leadership that grows your accounting practice isn’t about pushing your team to work harder. While it may sound counterintuitive, modeling a healthy, balanced life is what actually moves the needle. In this episode of The Accountant’s Flight Plan, Rob Dube opens the conversation by emphasizing that when leaders prioritize wellness, the team…
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Innovating for the Future | Julie Strickland
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45:56By Christian Brim, CPA/CMA
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FINAL HOOP COMMITMENT EPISODE! Keep More, Invest More w/ Kyle Jordan, CPA
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37:29Episode 125: In the final Hoop Commitment Podcast episode, Kyle Jordan discusses the complexities of navigating taxes for college athletes, especially in light of the new NIL (Name, Image, Likeness) opportunities. He shares the importance of understanding tax obligations, the benefits of forming LLCs or S-Corps, and strategies for managing finances…
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Free Speech Is a Right; Respect Is a Responsibility | ARC
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36:27Timing, venue, and state law shape what you say—and what it costs. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation This conversation focuses on practice, not politics. Accounting leaders are urging firms to pair open expression with professional responsibility as political tensions spill into w…
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Bryan Clark - A Biblical View of Skillful Living
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35:59Send us a text Bryan Clark is a Pastor, Author, Podcaster, and an expert in the Biblical perspective of living skillfully. As a lifelong pastor, Bryan has been involved in helping people grow in their Christian walk for four decades. Bryan has written extensively for the Haven of Rest Anchor devotional, the AWANA Pathway study material, Take 5 Dail…
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Werner: Forget the Politics—M.A.G.A. Accounts Could Pay Off Big | Quick Tax Tip
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3:14Money Accounts for Growth Advancement offer tax-free growth and even a $1,000 government kickstart. Quick Tax Tip With Art Werner CPE Today Congress may have stumbled into a politically charged acronym, but the new “M.A.G.A. accounts” have nothing to do with campaign slogans. In a recent episode of Quick Tax Tip, tax guru Art Werner breaks down wha…
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The 7 Indispensable Steps in Building Your Wealth Strategy - Replay
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14:16If you tune into social media, there are a lot of influencers and gurus peddling one-size-fits-all financial advice and unfortunately plenty of investors base their strategies on what these people recommend. Find out why basing your investment decisions on what’s trending on TikTok is short sighted and discover the seven indispensable steps of buil…
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The Power of Customer Service | Francis Flair
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37:54By Christian Brim, CPA/CMA
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K.C. Eames: Innovation Can't Survive the Status Quo | The Disruptors
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40:09Short-term thinking and rigid hierarchies stifle experimentation across the profession. The Disruptors With Liz Farr K.C. Eames, Director of CAS at Dark Horse CPA, sees the traditional partnership model as a barrier to innovation and experimentation. First, the incentives are set up to guide people toward specific behaviors, which are “rewarding to…
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