The MRR Institute provides industry-leading training and coaching to accounting and tax professionals who are committed to a healthy, profitable, and balanced life. Our commitment and focus are centered around teaching business processes that allow members to implement and grow a membership-based subscription business model focused on value pricing.
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Tax Practice Podcasts
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The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Michelle Weinstein - The Pitch Queen, Sales Strategist
15
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The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You'l ...
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
133373
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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Join Jeremy Wells, EA, CPA, as he breaks down the complexities of tax law into practical guidance you can apply immediately. Each episode focuses on a specific tax strategy, credit, or compliance issue that matters to tax professionals and business owners. Rather than theoretical discussions, Jeremy delivers actionable insights based on real-world scenarios and current tax regulations. Whether you're navigating Section 1031 exchanges, maximizing research credits, or helping clients with ener ...
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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician's personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
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CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
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Join tax attorneys Steve Moskowitz Liz Prehn for Practical Tax, a weekly podcast filled with tips and tricks for navigating taxes in the United States. Learn the laws, learn your rights, and file your taxes — practically.
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Unlock the full potential of your tax practice with Taxaroo's advanced suite of tools designed to streamline your workflow and amplify efficiency. From automated data entry to intelligent tax planning, Taxaroo empowers you to conquer tax complexities effortlessly. Revolutionize your practice with intuitive client collaboration features, ensuring seamless communication and file sharing. Stay ahead of regulatory changes with real-time updates, while robust security measures safeguard sensitive ...
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Tax is complex, but it does not always have to be so complicated and shrouded in mystery. Host Amanda Doucette is a self-proclaimed foodie, spin class and Pilates enthusiast, and a tax lawyer. She fell into the practice of tax law despite having a life-long hatred of spreadsheets, math and numbers in general. Join Amanda and her guests as they unpack some serious Canadian tax topics and attempt to demystify the world of tax.
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Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and ...
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Join Eric L. Green with Tax Rep Network and build your practice. Navigate the ins-and-outs of IRS Collections, Offers-in-Compromise, Reducing IRS Penalties, etc. Turn this hottest of growth areas into a revenue stream for your practice and help hundreds of people resolve their worst nightmare!
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Retirement Tax Services Podcast, Financial Professional's Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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This is FuDog.TV, the show where we feature expert insight and actionable strategies to help business owners like you create a life, business, and wealth by design.
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Interesting interviews with innkeepers and lodging experts, aimed to improve the challenging life of the independent innkeeper and lodging professional.
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We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant ...
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Welcome to Profits in Practice, the podcast where medicine meets money. I'm your host, Sarah Webb, Managing Director of Webb CFO and financial strategist for physicians. This show is all about breaking down the numbers, decoding the tax code, and helping doctors build lasting wealth, one episode at a time.
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Expert conversations on all the best ways to own & operate large-scale industrial facilities, commercial properties, office buildings, entertainment venues, and businesses in general.
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Join CPA & Entrepreneurial Accountant Salim Omar as he guides the audience through the principles of his "Genius Model", which shows CPA firm owners and accountant & tax practitioners how to make their practice successful.
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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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Where dentists learn how to cut clinical days while increasing profits - without sacrificing patient care, cutting corners, or cranking volume. We teach you how to grow a scalable practice through communication, leadership, and effective management. Hosted by Dr. Paul Etchison, author of two books on dental practice management, dental coach, and owner of a $6M collections group practice in the south suburbs of Chicago, we provide actionable advice for practice owners who want to intentionall ...
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Business Without Bullshit brings candid, no-nonsense conversations about the world of business. Join us as we break the rules, challenge the status quo, and share unfiltered insights with entrepreneurs, leaders, and innovators. This is your space for bold ideas and likeminded conversations - minus the buzzwords. Tune in for refreshing perspectives and real talk every episode, every Wednesday at 7am.
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Have you wondered what it takes to thrive in the accounting industry? Or how the experts established their successful careers? Learn from industry experts with Canopy. In each episode of the Practice Success Podcast, Canopy takes a deep dive with accounting professionals, exploring their career trajectory, extracting advice for firms, and discussing the latest trending topics.
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The Middle Class Millionaire with John Choi, CFP® is all about helping you prepare to thrive through an uncertain financial future. John believes that with proper planning you can achieve clarity, direction, and confidence regarding your financial and retirement goals. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. Listen to Middle Class Millionaire to better understand the "why" behind your plan as John discusses investm ...
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The Financial Beast Podcast for Practice owners is designed for practice owners to get vital info on financial matters that concern them both personally and professionally. Additional to help them get into ”Financial Beast” mode and stay there so they can achieve all of their financial goals. A financial beast is debt free, protected, invested and set for life!
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1
The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
26705
Join thousands of dentists who are learning how to make smart financial decisions. You'll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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Listen to the weekly services from Northwest Family Fellowship in Great Falls, Montana.
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How do I create multiple streams of income? How do I invest in real estate? In the Passive Income MD podcast, Peter Kim, MD, shares proven strategies and tactics to answer these questions to create your ideal life.
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Australia's podcast for tax advisors to high net worth individuals, wealthy family groups and private clients. Join me, Vincent Licciardi, for Tax 'n' Lunch.
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Finance bros are out, #RichGirls are in. Join Money with Katie and her guests for conversations about where the economic, cultural, and political meet the practical personal finance education that everyone needs. Listen weekly on Wednesdays.
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Dentists, Puns, and Money is a podcast focused on two things: The financial topics relevant to dentists leaving clinical practice and the stories and lessons of dentists who have already done so. 1. The stories of dentists who have transitioned from full-time clinical dentistry. 2. The financial topics that are relevant for dentists making that transition. If you’re a dentist thinking about your exit from clinical, and you’d like to learn from the experiences of other dentists who have made ...
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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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Synergy Practices is a service being offered by Arminco inc. to dental practitioners. It provides project management, and practice management options. The podcast is designed to offer information in regards to dentistry, the process of building a practice, and requirements to run their practice.
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Tired of openings in your schedule? Marketing can be our least desired task but perhaps one of the most important ones. Join us for this episode of Practice Management Live as we share proven tips for building your client base.
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The Practical Wealth Podcast is for people who want to take control of their finances today. Curtis May is part of the Prosperity Economics movement and is dedicated to breaking down each client's unique financial situation so they can rebuild it to fit their ideal lifestyle.
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Presented by the team at Samera Business Advisors. The Dental Business Guide is all about helping aspiring dental practice owners build and grow their dental business empire. Tune in for tips and tricks by leading industry experts on how you can start and grow your dental business.
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The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at [email protected]. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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The Church Advisory Podcast by Chaney & Associates empowers church leaders to steward their resources well with actionable insights on finance, administration, and strategy. As trusted ministry advisors, we’ve partnered with hundreds of churches—of all sizes—for over 23 years, providing expert guidance on everything from creating budgets to navigating housing allowances. Now, we’re sharing that expertise with pastors and church leaders everywhere through this podcast, equipping you to manage ...
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Alexis Hyde and Erika Wong interview people from every facet of the Art World, from artists and gallerists to reporters and lawyers to educators and tax experts, to give you a more complete view of how vast and nuanced the Art World is.
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Sacred Community Podcast is an inter-spiritual hub of the universal teachings, “Love, Service, Remembrance, and Truth.” Home of SCP interviews, live workshop recordings, dharma talks, and meditations, each episode is carefully curated to ensure its alignment with SCP values. Learn more and make a tax-deductible donation at https://sacredcommunityproject.org
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
102100
A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don't talk about are accounting skills. You already have those. What we do is give you business skills.
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Whether you are in a private practice, employed by a hospital or corporate business, the financial matters, tax planning, employee management, and health-care compliance have become monumental tasks and concerns. The Business Management Show’s objective is provide you with information that will help you manage your business and lead your team so that you can better care for your patients and your family. The insight of the industry experts on this show will bring practical, indispensable, in ...
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Bernitsas Law is a market leader in the provision of commercial law services in Greece and one of the largest firms in the country. Our experts cover critical issues and emerging trends impacting businesses today. This Podcast is intended to provide general information and is not meant to constitute a comprehensive analysis of the matters set out herein or to be relied upon as legal advice. It is not meant to create a lawyer‐client relationship. Legal and other professional advice should be ...
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Answer the question all attorneys get asked, "What Type of Law Do You Practice?" We will have weekly podcasts addressing any and all types of law brought to you by Texas Young Lawyers that actually practice in that area.
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Pass the real estate exam on the first try! Real estate exam prep from Exam Scholar - Real Estate Edition. Deep dive into real estate exam subjects, gain insight into tips and tricks to pass the exam, and learn more about general real estate topics. Visit us at https://www.realestateexamscholar.com.
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Megacorp is an investigative podcast series exposing some of the world's most unethical corporations.
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Jeremy breaks down the three ways an S-corporation election can terminate: voluntary revocation (including the lesser-known withdrawal option from the IRM), ceasing to qualify as a small business corporation, and excessive passive investment income. He walks through the specific mechanics of each termination method, from shareholder consent require…
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Hackers Love Small Tax Firms: Why MFA Is Already Obsolete—and What Could Save You
27:49
27:49
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Episode description (120–180 words): Cybersecurity is no longer optional for tax and accounting firms. In this episode, hosts Mo Arbas and Paul Miller are joined by Steve Ferguson (Protection Plus) to break down what really keeps practices safe—and operating—when threats hit. They cover why small firms are prime targets, how phishing and AI‑driven …
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Building a Year-Round Practice Through Representation Work
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Roger and Annie welcome Alan Pinck, EA and moderator of Tax Talk Today, for a wide-ranging conversation about his transition from hospitality management to tax representation work. Alan shares war stories from the days of preparing returns by hand, explains why treating IRS auditors with respect yields better outcomes than adversarial tactics, and …
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Show Summary: In this episode of the Grow My Accounting Practice Podcast, Mark Perlberg, founder of Prosperl CPA, joins the show to discuss how accounting professionals can elevate their services through proactive tax planning. Based in Atlanta, Georgia, Mark specializes in advanced tax-reduction strategies for high-income real estate investors and…
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Ep. 29 - The secret U.S. territory where businesses pay almost NO taxes w/ William Davis
1:07:18
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In this episode, I sit down with William Davis, co-founder of Saipan Team, to uncover one of the most surprising and untapped opportunities for entrepreneurs, remote professionals, and manufacturers alike: the Northern Mariana Islands (CNMI). From its unique tax and tariff advantages, this U.S. territory offers a rare blend of offshore flexibility …
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Ep. 4 - Structuring for Success: Tax Strategy and Entity Basics with Chris O'Shell
37:28
37:28
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In this fourth episode of Profits in Practice, host Sarah Webb sits down with Chris O'Shell, CPA and partner at Seamless, to unpack one of the most confusing areas for business owners: legal entity structures and tax strategy. They dive into what "pass-through" really means, how LLCs differ from S corps and partnerships, and why knowing your tax st…
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Stop Overpaying Taxes: Secrets for Vet Practice Owners with Host, Eric Gersch and Guest, Jharid Pratt CPA
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36:59
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Are you a veterinary practice owner tired of overpaying taxes and feeling overwhelmed by the complexities of the tax code? It's time to take back CONTROL of your finances and finally stop letting the IRS dictate your hard-earned profits. In this …
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#696: Taxes 101 for Dentists: Which Entity Structure Is Best For Your Practice?
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On the third episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to explain how to choose the right entity structure for your dental practice. They discuss why understanding the implication of an S-Corp election is important, highlighting the most common mistakes dentists make—and how to avoid them. They review the …
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By Samera Business Advisors
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#704: Two Cents of 11/1 - Federal Reserve Scare; Healthcare Shutdowns; How Much Do Americans Spend On Halloween?
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt and Rabih unpack how the Federal Reserve's recent decisions have affected Wall Street, the growing impact of the government shutdown on healthcare costs, and explore why Halloween spending is pr…
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Ep 169 | Mastering The Soft Skills To Thrive As A Fractional CFO With Ron Saharyan
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47:41
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Becoming a fractional CFO requires far more than technical accounting skills—it's about mastering the soft skills that drive real client transformation. Michelle Weinstein talks with Ron Saharyan, co-founder of Profit First Professionals, about how accountants and bookkeepers can step into this high-value role with confidence. From strategic thinki…
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Financial Planner Of The Year Finalists 2025
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Send us a text Meet South Africa’s top financial planners of 2025! In this episode of PROpulsion LIVE, we sit down with the finalists for the 2025 Financial Planner of the Year Award - Brendan Dunn (Hewett Wealth), Theoniel McDonald (Wealth Associates / Carmel Wealth), and Nicola Langridge (Private Client Holdings). The award, presented by the Fina…
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Something I’m always working on in my practice
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11:11
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Successful advisors know that they still need to refine and change in order to maintain that success and grow. In this episode, MDRT members share what ongoing efforts they prioritize to ensure that they get better instead of becoming complacent.You’ll hear from:MDRT Past President Gregory B. Gagne, ChFCMDRT First Vice President Clay Gillespie, CIM…
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BDO vs Going Concern, Trump's $3 Trillion Tariff Tax & Film Accountant's $2M Fraud
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Blake and David cover BDO's legal threat against Going Concern over independence questions, Crowe hiring an investment bank to explore private equity options, and Trump pardoning Binance founder after the crypto venture made his family richer than their entire property portfolio. Plus, tariffs create a paperwork nightmare for small businesses, acco…
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3 types of difficult people — and how to work better with them
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Executive coach and author Nick Robinson illuminates the challenging traits of work colleagues and shares strategies from his book — The 9 Types of Difficult People: How to Spot Them and Quickly Improve Working Relationships — that professionals can employ to improve relationships on the job. Robinson, a speaker at UK & Ireland ENGAGE, explores the…
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When It Didn’t Hurt Until You Touched It. What to Say and How to Handle.
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It’s the classic lose-lose situation: a patient walks in with no pain, goes home, and calls you back and says, “I’m having pain and it didn’t hurt until you touched it.” Even when you do everything right, you still get the blame. In this episode, you’ll learn exactly what you can say in appointments to avoid conflict, the treatment planning mistake…
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5 Key Tips to Negotiate Your Practice Sale Right
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Selling your practice is the biggest financial decision of your life—don’t leave money on the table! In this video, we share 5 key tips to negotiate your practice sale RIGHT and maximize the value of your hard work. You’ve spent years building yo…
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From Fix-and-Flip to $225M: August Biniaz on Multifamily, BTR, and Cross-Border Capital - Episode 364
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Real-estate operator August Biniaz (Co-Founder & CIO, CPI Capital) breaks down how he grew from agent and small developer to closing $225M+ in multifamily assets—plus the boutique advantages that win in today's market: cross-border investor structures, a mid-market acquisition lane ($20–$50M), and ruthless underwriting discipline (rent growth, exit…
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What If You Fall Short of Your Retirement Savings Goal?
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Today’s listener question gets right to the heart of retirement planning: how much is enough? They’ve saved a lot, but not quite what they hoped. So can they still retire comfortably, or is that magic number just out of reach? WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2…
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#703: Scary Money Myths Every Dentist Should Avoid: Part 2
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On this episode of The Dentist Money, Matt and Jake return for part two of the most common financial myths that often mislead dentists. From the illusion of "secret investments" to why focusing on your dental career—not chasing financial shortcuts—is key to building wealth, they break down what really drives long-term success. They also explore the…
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Innovation, Industry, and Ancillaries: Lessons from Dr. Jack Bert (Part 2)
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In this second part of a two-part episode, host David Mandell continues his discussion with Dr. Jack Bert, a board-certified orthopedic surgeon and former president of the Arthroscopy Association of North America. In this conversation, Jack emphasizes the importance of ancillaries in building a financially successful medical practice. He explains h…
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A Big Announcement, the Realities of Burnout & Semi-Retirement, and Buying Gold
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In today’s episode of Rich Girl Roundup: 👀 A little more about the changes coming at the end of the year 🏖️ Whether mini retirements or “semi-retirements” are unrealistic (and talking through a few remaining tactical questions) 🔥 Some burnout-reduction tips we’ve been experimenting with 📍 Thoughts on shifting asset allocation away from US dominance…
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#287 How a Dermatologist Created a Startup to Revolutionize Needle Pain and Stress
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In this episode, Dr. Peter Kim sits down with Dr. Manju Dawkins, a dermatologist and co-founder of Thimble Health, to share the inspiring story behind her mission to make needle procedures less painful and more compassionate. What began as a personal moment with her daughter during a routine vaccination grew into a full-scale innovation serving tho…
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The Wisdom You Didn't Know You Needed – Featuring John Sheridan
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John Sheridan is the Principal of Sheridan Business Enterprises, where he works with business owners to systemize and grow their companies. He is also the Co-founder of MSP Growth Solutions, which prepares managed service providers (MSPs) for exit or long-term value creation. With more than 35 years of leadership, operational, and investment experi…
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The Us vs. Them Trap: How Team Division Destroys Profit and Patient Care
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Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.
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Steven is joined this week by a fellow CPA, Jennifer Climo, who was an early trend setter when it came to bridging the gap between tax and financial planning. Jennifer shares her journey of seeing the value in truly comprehensive planning and the growth of her firm as their service offering has evolved. She goes into detail on how systems have made…
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Exploring Growth and Purpose with Gretchen Betts
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Send us a text What does it take to lead a successful financial planning firm and create a new movement that empowers women with money? In this episode of PROpulsion LIVE, host Francois du Toit sits down with Gretchen Betts, Managing Director of Magenta Financial Planning and founder of SheFinance, for an honest look at growth, purpose, and the cou…
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#702: Two Cents of 10/25 - Recent CPI Report; Bank Earnings; Do You Have Inflation Fatigue?
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt and Rabih unpack the latest economic developments—from rising inflation to shifting market sentiment. They break down the recent CPI report, the strong earnings season from S&P 500 companies, an…
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Ep. 5 - The Foundation of Effective Healthcare Marketing with Carl White
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In this fifth episode of Profits in Practice, host Sarah Webb welcomes Carl White, founder of MarketVisory Group, to discuss what it really takes for private practices to stand out and stay independent. With years of experience helping healthcare providers grow, Carl shares why defining what makes your practice different and valuable is the crucial…
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How Coaching Transforms Accounting Leaders: Lessons from Douglas Slaybaugh
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Douglas Slaybaugh began his career in public accounting at Arthur Andersen, where he admits he nearly lost his internship due to chronic lateness. Mentors stepped in and advocated for him, giving him another chance. That early experience showed him how powerful support and mentorship can be. As he advanced through his career and became a partner, S…
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Reflecting on AI's rise in accounting, looking to what comes next
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"You cannot avoid AI" — but you can and should continue to experiment with it. That's one key message from consultant and keynote speaker Pascal Finette, who returned to the JofA podcast to discuss how artificial intelligence (AI) adoption has grown and how the profession is dealing with rapid changes and uncertainty. The conversation revisits topi…
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Money Moves: How to Pay Yourself as a Business Owner
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35:23
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In this episode, I am joined by Financial Planner, Aravind, for a deep dive into one of the most common (and misunderstood) questions for incorporated business owners: Should I pay myself a salary or a dividend? We unpack the myths, explore the tax mechanics, and walk through real-life planning considerations that go far beyond the coffee shop advi…
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From Payout to Passive Income: The Post-Sale Playbook Every Practice Owner Needs with Host, Eric Miller & Guest, Nathan Shields
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Are you ready to take back CONTROL of your financial future after selling your practice? In this episode of the Financial Beast podcast, Eric Miller, sits down with Nathan Shields, a former practice owner turned advisor, to discuss the dos and do…
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Trump to Target IRS at Left-Leaning Groups & NASBA Needs An Audit
1:24:51
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What if a “stable” coin wasn’t? Blake and David unpack Paxos’s accidental minting of $300 trillion in PayPal USD—and what it reveals about stablecoin “pegs.” They also dig into proposals to weaponize IRS Criminal Investigations, NASBA’s flawed CPA exam data, and small-business headaches from forced AI rollouts in QuickBooks. Plus: Ripple’s treasury…
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#701: How to Build the Right Retirement Plan for Your Practice
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On this episode of The Dentist Money Show, Matt and Ryan break down what dentists need to know about retirement planning. They explore the different types of retirement accounts—from 401(k)s and simple IRAs to profit-sharing and defined benefit plans and explain how each fits into a broader financial strategy. Matt and Ryan also touch on the behavi…
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Send us your thoughts or what you want to hear more about! In this episode of Canopy Practice Success, host KC Brothers sits down with Ashley Carroll, founder of Operations House, to explore the balance between people, process, and profit. Ashley’s journey is one of grit, growth, and giving back. From growing up below the poverty line to leading a …
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Easy Systems That Help You Cut Down Clinical Days
36:23
36:23
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36:23
Tired of putting out fires all day? It’s time to start thinking like a CEO, not just a clinician. In this episode, Dr. Chris Green shares the systems that helped him cut down clinical days and lead like a CEO instead of just a manager. You'll learn how he trains strong leaders, strategies you can use to address team resistance when you step back fr…
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From Spreadsheets To Xero: Building A Modern Dental Finance Stack
31:08
31:08
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We share a practical finance playbook for dental clinics, from moving to cloud accounting to adopting accruals, daily bookkeeping, and metrics that drive better decisions. We also preview an AI-driven dashboard that unites PMS, accounting, and marketing data. • choosing Xero as the bookkeeping core and retiring spreadsheets • using HubDoc or simila…
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On Influencers, Beauty Culture & "Corporate Confidence," with Kate Kennedy
1:18:10
1:18:10
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I previously joined Kate Kennedy on her show, Be There in Five, to discuss Rich Girl Nation, and we ended up talking about everything from beauty culture to women as breadwinners—enjoy. Get your copy of Rich Girl Nation, recently named one of Barnes & Noble's Best Business Books of 2025: https://moneywithkatie.com/rich-girl-nati…
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Navigating R&D Tax Credits: Impacts of the One Big Beautiful Bill Act
29:24
29:24
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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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Episode 24: Strategies For Mastering The Real Estate Exam
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19:26
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Passing your real estate licensing exam isn't about luck—it's about strategy. This power-packed episode reveals the study techniques, mental frameworks, and test-taking methodologies that consistently separate those who pass on their first attempt from those who struggle through multiple retakes. We'll strategize: The 80/20 principle applied to rea…
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In this episode Partner Maria Nefeli Bernitsa and Associate Katia Zigoulianou discuss the Directive on Multiple-Vote Share Structures and how it assists small and medium-sized enterprises with listing their shares on SME growth markets in the European Union.By Bernitsas Law Firm
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