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CG Business Advisor

CG Tax, Audit & Advisory

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Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond
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Simple, Interrupted

Evergreen Podcasts

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Simple, Interrupted is a podcast about how to evolve in the ever shifting landscape of veterinary medicine and practice management. In each episode you’ll hear from host Mary Schwartz and passion-driven individuals on their ideas, best practices and stories on surviving radical vet industry changes. What’s most important? Having compassion and giving good quality care to your clients. We will provide you with actionable tips on adopting a CareFirst Approach.
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This year on The CG Business Advisor, we welcomed an incredible lineup of guests who shared transformative insights on marketing, operations, finance, and leadership. As we look back, four conversations stand out for the actionable wisdom they delivered. Listen to clips from 4 great episodes featuring: Larry Bailen, Founder & CEO, Single Throw Mark…
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Larry Bailin is the founder and CEO of Single Throw Marketing. Among Larry’s achievements, he is an award-winning entrepreneur, a best-selling marketing author and a professional keynote speaker. For over 20 years, Larry and his talented team at Single Throw have provided innovative customer acquisition focused digital marketing services designed s…
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In this episode, we are joined by returning guest Jennifer Flynn and Cg’s very own Cg Team John Blake to discuss Research & Development Tax Credits and its new updates from the One Big Beautiful Bill Act. ○ Jennifer Flynn is the Vice President of CPA Partnerships at Source Advisors, a consulting firm that provides customized tax solutions to real e…
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Angela Lapovsky, a seasoned business strategy and operations consultant and Fractional COO with over 15 years of experience driving transformational change and sustainable growth. As Founder of ARL Elevate, Angela helps organizations and teams across a variety of industries translate the vision for their business into reality by helping them solve …
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Jennifer Flynn is the Vice President of CPA Partnerships at Source Advisors, a consulting firm that provides customized tax solutions to real estate owners, multi-state enterprises, inventory-focused companies, and businesses with R&D activities. For 20 years, she has consulted businesses in a variety of industries and sizes. Source Advisors and Je…
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Aaron Levine is the founder and owner of LG Insurance Agency, a team of professionals who provide personalized and reliable insurance solutions to individuals and businesses in New Jersey. For 18 years, Aaron has built LG Insurance on the values of trust, integrity, personalization, and community. He has further built his community through his podc…
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Welcome to the CG Business Advisor Podcast's 2024 Year in Review! This year, we’ve seen transformative conversations on business leadership, automation, and community impact. We kicked off with a look at intelligent automation, with Alan Hester from Nividous Software, who discussed how AI and robotics are streamlining operations. As we look forward…
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Alan Hester is an entrepreneur and leader with proven success in the tech field for over 25 years. He is the president of Nividous Software Solutions, a company passionate about helping businesses work at peak efficiency using three pillars of intelligent automation: robotic process automation, artificial intelligence, and business process manageme…
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Gwendolyn Love and Jill Gwydir are both members of the leadership team at Lunchbreak, a New Jersey nonprofit that provides food, clothing, life skills, and fellowship to those in need. Gwen, the current Executive Director of Lunch Break, was previously the community director for a partnership between the Township of Neptune, New Jersey and the stat…
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Eric Lubin is the Co-Managing Partner at Lomurro Law and a member of the Spring Lake Hope Foundation Board of Advisors. The Spring Lake Hope Foundation is a nonprofit organization that helps children with rare illnesses and special needs. Individuals and companies have the opportunity to support these “Lil Heroes” and become members of a project kn…
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Recording of the Propertymark webinar presented by Approved Industry Supplier Inventory Base. In an era defined by constant change, adapting how you work is not a choice, but a necessity. But how do you balance the challenges without being overwhelmed by the data and processes? How do you actually find the time to make the personal connections that…
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Recording of the Propertymark webinar presented by Approved Industry Supplier Inventory Base. The PRS currently comprises over 4.6 million rented homes in the UK, with 21% (986,100) classified as non-decent, highlighting the urgent need for action to ensure fair and decent living conditions for tenants. Agents play a vital role in supporting landlo…
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With more than 10 years’ experience in corporate recruiting, Kyle Dunleavy is a Senior Recruiter at CURE Auto Insurance. He recently became involved with the New Jersey Chapter of the Leukemia & Lymphoma Society as a 2024 ‘Visionary of the Year’ candidate, and is working with his team towards building a world without blood cancer.…
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March is Woman’s History Month, and last week, the world came together to celebrate International Women’s Day and all the talented, determined, and compassionate women in our lives. During Women’s History Month, we commemorate the extraordinary, inspiring, and lasting impact woman have left on society. Today, Danielle Bagdzinski and Abbie Lohrmann …
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Gene Holtzman is the President of Mitchell Martin, Inc., a recruitment agency he founded in 1984. For over 30 years, Mitchell Martin has been a distinguished recruitment organization consisting of over 100 professionals who build talent pools of pre-qualified candidates for companies in the information technology, professional services, and healthc…
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After co-founding Cg Tax, Audit & Advisory more than 40 years ago and bringing the firm to an extraordinary level of success, Don Cowan, is turning over the role of managing director to Deb Sundermann. Deb joined Cg in 1996, and has focused her accounting career on advising healthcare professionals and physicians in a multitude of areas. Deb is als…
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On this special year end episode, we highlight our most listening to conversations of 2023, featuring Tina Larsson, the co-founder and owner of The Folson Group, talking about how to Build a Business With What You Know, Alyssa Gelbard, the Founder and CEO of Point Road Group, telling us Your Team is Your Brand, and Janet Falk, explaining how to to …
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Tim Campsall is the owner of TBC ActionCOACH of Indiana, and serves as a business and executive coach for successful business owners who want to take things to the next level. At TBC ActionCOACH, Tim teaches business owners how to get back their time, find and retain good employees, and make more money. Using the experience he gained as a professio…
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The United Way of Monmouth & Ocean Counties (UWMOC) is a New Jersey nonprofit organization that bridges the gaps to education, financial stability, and health for every person in the community. On this episode, we have Lori McClane, UWMOC President and CEO; Christine Jagerburger, UWMOC Vice President of Community Impact; and Patti Harvey, UWMOC Vic…
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Recording of the Propertymark webinar presented by Approved Industry Supplier Inventory Base. According to research by Citizens Advice (Feb 2023), 1.6 million children reside in damp, mouldy, or excessively cold private rentals. Shockingly, over half of England's private renters (2.7 million households) have had or are currently reporting and or ba…
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Eric Balis is the Fractional VP of Sales and Founder of Top Tier Sales Advisors, focusing on building businesses a roadmap to more sales and increased success. Eric helps business owners create sales infrastructure components and sales leadership, often leading to record-breaking sales results for his clients.…
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Ryan Charterina is a Professional Entrepreneurial Operating System® Implementer® at EOS Worldwide, serving as a facilitator and coach to business owners. Using EOS, Ryan provides the tools and disciplines necessary to run a better business, so business owners can live better lives. As an entrepreneur himself, Ryan brings firsthand experience and kn…
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Rick Lasher is the owner of Medical And Legal Liaisons, as well as a partner at Buitrago & Associates PLLC. He assists personal injury and workers compensation victims with all of their legal and medical needs. MALL works with the best attorneys and physicians as a one stop shop for all individuals who have recently faced a traumatic incident.…
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Alyssa Gelbard is the Founder and CEO of Point Road Group, a women-owned and women-led unique branding firm that helps companies deliver a consistent, positive brand experience through their people. In addition to oversight of the firm, Alyssa advises select companies, leads the Executive Branding practice, and is a fierce advocate of getting more …
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Building a successful property reporting service can be both a professional and personal exploration. But how can you ensure that you have the essential strategies, strength, and ability to thrive in this challenging industry? Join Sián as she delves into the key factors that can help you build a thriving reporting service. Discover the significanc…
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Frank Preston is the President of ACI Medical & Dental School, one of the top technical schools in New Jersey offering a variety of programs in the in-demand medical and dental industries. Their model is to provide first-rate training for medical and dental professionals while achieving national accredited credentials quickly so students can pursue…
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Hosted by Propertymark in March 2023, Sián Hemming-Metcalfe, Operations Director of Approved Propertymark Supplier Inventory Base explains how to use smart home data (think temperature sensors, safety alarms, home security and more) to gain a deeper understanding of your property portfolio and make data-driven decisions that increase your bottom li…
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Tina Larsson is the co-founder and owner of The Folson Group, a business consultant for New York City co-op and condo boards, helping owners increase their property value. Tina focuses on helping boards run their building like a business with services including cost management, energy efficiency, and assistance with changing property managers.…
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In this episode of The Inventory Professional podcast; Sián talks with Angelique Matthews, an inventory specialist in South Africa who ran her own business for over 10 years before making the shift from practitioner to proptech expert. Sián asks Angelique what the response has been like since the law changed last year (2022) making property invento…
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Earlier this month, the Cg Team announced that accounting firm, Potter & LaMarca would be joining Cg. Today, we’re going to hear from two of the founding members of Potter & LaMarca and newest additions to the Cg Team. Fred LaMarca focuses on tax planning and financial consulting for clients in the professional services, staffing companies, and rea…
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From the 23 January 2023, new regulations make it a legal requirement for responsible persons for all multi-occupied residential buildings in England with storeys over 11 metres in height to: - undertake quarterly checks of all fire doors (including self-closing devices) in the common parts - undertake – on a best endeavour basis – annual checks of…
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Michael Oberther is the Director of Business Development for Supporting Strategies, outsourced virtual bookkeepers and controllers providing operational support services to growing businesses. He also runs and hosts YouTube Channel, “Hard Lessons,” a place where business professionals share stories and insights about tough challenges faced and less…
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In episode 8 of PetDesk’s podcast, Simple, Interrupted, we chat with our guests about the necessity of creating “CareFirst” clients and how to shape them into being “CareFirst” clients. We welcome Dr. Lauren Smith, DVM, founder of The Vetitude, which is dedicated to improving the relationships between veterinary professionals and their clients. Ron…
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On today’s episode, we take a look back at a few great moments from our special guests so far this season as we tackled topics from hiring to team culture to dealing with toxic employees and clients. You’ll also hear from Nicole Clausen of Veterinary Care Logistics. She knows inventory like the back of her hand, and will be doling out some tips and…
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The unprecedented demand for property, largely fuelled by a buoyant sales market, has impacted stock levels especially as increased legislation forces some landlords to reevaluate their role. Sián highlights the pressure these changes are exerting on the inventory supplier market, the imminent introduction of the Renting Homes (Wales) Act and how t…
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On today’s episode, we switch from dealing with toxic staff and open up a conversation about toxic clients and how to handle those difficult conversations. You’ll hear from international consultant and The Jerk Researcher, Dr. Cynde Courtney and Founder & Lead Positive Change Agent of Flourish Veterinary Consulting, Josh Vaisman. Dealing with diffi…
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On today’s episode, you’ll hear from guests Alyssa Mages, BS, CVT and Dr. Phil Richmond as they talk about identifying toxic employees and how to manage them. Whether they're the symptom or the cause, unaddressed bad behavior negatively affects other team members and develops into a toxic work environment. While it’s not all that uncommon to find, …
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Nick Yarnall is the Associate Manager for Client Development at Ben Franklin Technology Partners of Northeastern Pennsylvania. Nick supports and manages BFTP’s Solutions Network across 21 counties in Pennsylvania, providing a wide range of early stage companies and established manufacturers with essential consulting, service providers, and other gr…
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Staff retention, turnover, clinic growth opportunities. If you’re a veterinary professional, these terms have become buzzwords in the industry as they’ve become a growing problem among veterinary practices. So what action can vet pros take to keep their clinic staff and help them grow? On this episode, we dive into this much-needed conversation wit…
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On this episode we welcome award-winning international speaker and author Amy Newfield CVT. Along with Dr. Sarah Wooten, veterinary speaker, influencer, and creator of “Vets Against Insanity”. We discuss the importance of creating a better work culture in your clinic today and effective methods to retain new and current staff. Easier said than done…
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The podcast is a recording of the webinar hosted by David Mintz of Kerfuffle with Sián from Inventory Base and James Kent from Safe 2 - The Leading Provider of Property Safety Certificates. In this recording, the panel discuss: Why should landlords invest in regular boiler maintenance? (safety) Can servicing your boiler help save money when it come…
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Hiring the right veterinary talent is a unique challenge, and a common struggle for veterinary practices is not only finding an amazing candidate with the proper skills needed to put care first, but also someone who fits in with your team dynamics. If you own or manage a veterinary practice, you may have questioned how to attract qualified candidat…
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One of the biggest challenges the veterinary industry is facing is the commoditization of pet care due to the rise of big-box retailers offering veterinary health services. At PetDesk, we want to identify ways veterinary professionals can improve their best vet self by adopting an approach we like to call "CareFirst". So often we see the local prac…
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Andrea DeMarchi is co-founder of InCreative Company, a creative agency/collective hybrid that's made it comfy to connect with creatives and their services. Andrea’s expertise is leading projects involving brand strategy, web design, copywriting, social marketing, and event promotion. She’s a skilled project manager with in-house marketing expertise…
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Our goal is to provide top quality and up-to-date information on clinical topics for veterinary professionals. We're hoping you find our content useful as we truly believe you can have your dream career. During the podcast we will discuss a variety of topics, such as the CareFirst Approach, Team Training and Clinic Culture. The format of "Simple, I…
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