Essential listening for anyone thinking about pursuing their CPA license, this is the official podcast for the CPA Exam brought to you by the AICPA. Contact us at [email protected].
…
continue reading
CPA Podcasts
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.
…
continue reading
Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
…
continue reading
CPA Life, with host John Randolph, focuses on local CPA firm leaders across the country who go against the grain in building exceptional organizations through non-traditional practices. They show there are firms outside of the Top 100 where you have the ability to build a sustainable, family-friendly career in accounting. Listen in and discover that's not the exception – but the rule!
…
continue reading
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.
…
continue reading
Upleveling is the podcast for entrepreneurs who want to build better leaders, smarter systems, and bigger results. Hosted by Joy Lutz, CPA, each episode dives into mindset, operations, and strategies to help you grow your business.
…
continue reading
Over more than five years and 200 episodes, The Unique CPA has blossomed from "just an accounting podcast" into a community of thriving accounting professionals. With personal fulfillment and energizing, passionate work at the top of our list of priorities, we're keeping you at the forefront of the changing face of public accounting through conversations with fascinating leaders who understand that the one constant in the accounting profession is change: Change in our approach to the demands ...
…
continue reading
INTHEBLACK Out Loud brings you a curated selection of audio articles from CPA Australia's award-winning magazine, INTHEBLACK. Stories span a wide range of topics, including business, career development and the economy, and offer key insights into strategic thought leadership and expert analysis. CPA Australia publishes four podcasts: With Interest, INTHEBLACK, INTHEBLACK Out Loud and Excel Tips. To find out more about our podcasts, visit https://www.cpaaustralia.com.au/tools-and-resources/po ...
…
continue reading
The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www. ...
…
continue reading
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
…
continue reading
Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.
…
continue reading
The With Interest podcast brings you unrivalled commentary and thought leadership for businesses, accounting and finance professionals. Each week, we share expert industry opinions, insights and resources across accounting, public practice, taxation, auditing, finance, strategy, leadership, economic and business-related issues. Subscribe today to stay up-to-date with the latest episodes. With Interest is presented by CPA Australia, one of the world's largest accounting bodies, with core serv ...
…
continue reading
Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.
…
continue reading
We combine the teachings of Robert Kiyosaki's Rich Dad Poor Dad with Infinite Banking to create financial freedom (Passive Income is greater than your Monthly Expenses or PI ME) Our episodes are conversations that focus on • Creating Passive Income • Infinite Banking • Tax and legal advice for Investors
…
continue reading
"Oh My Fraud" is a podcast where the true crime is shocking, gruesome, heinous, but with way fewer dead bodies. Hosted by Caleb Newquist, each episode explores fraud cases from petty swindles to corporate conspiracies, examining the people involved, their motives, methods, and how they spent the loot before it all came to a spectacular, inevitable end.
…
continue reading
Welcome to The Smarter Accountant Podcast, a unique podcast for CPAs and accountants who are ready to take their careers, businesses and lives to the next level. This is the podcast where brain science meets accounting, revolutionizing the way you approach your professional and personal growth. We believe that success in accounting goes beyond numbers and spreadsheets—it's about understanding your unique accountant brain and leveraging that knowledge to achieve extraordinary results. Are you ...
…
continue reading
Financial Education and Entrepreneurship for Professionals
…
continue reading
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 ...
…
continue reading
The FICPA podcast is to inform and educate our members & the CPA community with today’s hottest issues. Our mission is to serve our members, enhance their competency & professionalism, support professional standards, promote the value of our members & advocate on behalf of the CPA Profession.
…
continue reading
We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don't forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
…
continue reading
CAS Minute is your go-to podcast for actionable insights, strategies, and expert advice to elevate your Client Accounting Services (CAS) practice. Hosted by Roman Villard, CPA, each bite-sized episode dives into key topics like CAS sales, tech stack optimization, operational efficiency, and building a culture that retains top talent. Whether you’re looking to scale your firm, implement the latest accounting technologies, or master the art of advisory services, CAS Minute delivers the tools a ...
…
continue reading
Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisor Alicia Katz Pollock, MAT. Alicia and guests break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.
…
continue reading
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.
…
continue reading
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.
…
continue reading
Excel Tips is a podcast for accounting, business and finance professionals who are looking to sharpen their spreadsheet skills and learn new hacks and tricks from Neale Blackwood CPA, a Microsoft Excel expert. Excel Tips helps spreadsheet users discover Excel's hidden features and shortcuts and understand how best to apply the newest features and functionality. The podcast is a companion to regular articles in INTHEBLACK, CPA Australia's award-winning business magazine. Every podcast episode ...
…
continue reading
Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: [email protected] or visit www.investedwithyou.com/podcasts.
…
continue reading
Do you owe back taxes to the IRS or your state government or have unfiled tax returns? Then this is the podcast for you! Every Monday, Wednesday, and Friday, Logan Allec, CPA — owner of A+ BBB-accredited tax resolution firm Choice Tax Relief — explains exactly how to get tax relief for your back tax debt. Would you like a FREE tax relief consultation with Logan's company, Choice Tax Relief? Schedule your consultation now by calling 866-8000-TAX!
…
continue reading
California tax news snippets from the leader in California tax law analysis — Dedicated to bringing you tips and hot topics that will save you time and save your clients money.
…
continue reading
This podcast is for tax firm owners and aspiring tax firm owners. If you want to launch, grow, or improve your firm, subscribe. I got started in taxes in 2008 and launched my own firm in 2019. I'm sharing what I've learned over the years with the hope that it'll help encourage you and spark ideas to make your own firm better. Not that you will do exactly what I do, but that you will find the path to make your own firm a great place for you and your clients.
…
continue reading
John Garrett's research involves asking professionals, "Who else are you beyond your job title?" Accountants, consultants, lawyers, engineers, and other professionals everywhere are doing hobbies and passions after they leave the office. We discuss why these outside-of-work interests matter and how they've impacted their career.
…
continue reading
1
Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
Whitman Transition Advisors
0
39
Welcome to Everything CPA and Private Equity with Phil Whitman and David Wolfskehl, the go-to podcast for accounting professionals navigating the rapidly evolving world of private equity. Hosted by the seasoned team at Whitman Transition Advisors, this podcast breaks down complex topics, shares expert insights, and provides actionable advice to help CPA firms understand and thrive in the private equity landscape. Each episode explores critical concepts, from investment strategies to partners ...
…
continue reading
This is THE PODCAST for learning about how to dominate your professional accounting or finance career and how to become certified in your field as a CPA, CMA, EA, CIA or CISA. Bryan Kesler walks you through the steps he took to pass the CPA exam while working full time and hosts interviews with people very similar to yourself to learn how they are successful in their careers. Bryan launched his blog theCPAguide.com and CMAguide.com in July of 2012 and has helped thousands of people sign up a ...
…
continue reading
Your Financial Maven®, a Gold Award Winning Podcast, is hosted by Samantha Mittman Besnoff, CPA. It will challenge you to change the way you think about and understand money to be more financially empowered and less stressed. As Your Financial Maven® I will be bringing you my insights and expertise as well as through my guest interviews. It’s important to think about the psychological aspect of how our upbringing and experiences change how we make spending and financial decisions. I’ve spent ...
…
continue reading
She Counts brings together respected educators Nancy McClelland, CPA, and Questian Telka, EA, for candid conversations about what it’s really like to be a woman in accounting. Whether you’re in corporate, at a firm, or running your own show, this podcast offers a space to feel seen, heard, and understood. From taboo topics to everyday challenges, She Counts is more than a podcast—it’s a community where women in accounting, tax, and bookkeeping can come together and get real.
…
continue reading
Welcome to the NextGen Strategies Podcast, the podcast for modern strategies to help family-owned, small businesses grow and compete. Join long-time friends Grant Covault, marketing strategist and owner of GC Strategies, and Tyler Davis, CPA and owner of DAT CPA, as they interview subject experts on a variety of subjects such as leadership, marketing, finance, operations and much more. If you are a current business leader, aspiring entrepreneur, or just someone looking to get the scoop on th ...
…
continue reading
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.
…
continue reading
A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Clie ...
…
continue reading
Welcome to the Art of Dental Finance and Management with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals through saving taxes, investing and planning wisely and managing your dental practice, so it can become as profitable as possible. Here is your host…CPA Art Wiederman.
…
continue reading
Top Producer Podcast is hosted by Paul Neiffer, CPA and Top Producer columnist. He’s a go-to adviser to farmers across the country and is joined by business-minded farmers and ag experts to discuss top trends in farm management, tax issues, policy implications and more.
…
continue reading
The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus on tax savings and ways to have a financially sound back bone to your small business. Our goal is to have you paying the least amount in taxes as legally possible.Hosted by by Mike Jesowshek, CPA, this is a quick hitting podcast aimed to get you important information without all the fluff. You can find episodes, blog posts, information on our software TaxElm and more on our website: www.TaxSav ...
…
continue reading
Welcome to 'Building Your Money Machine, hosted by Mel Abraham, CPA, a renowned financial expert and author of USA Today Bestseller, 'Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!.' On this podcast, Mel shares his insights and experiences from over 30 years in the field of wealth-building, entrepreneurship and mentorship to financial freedom. Each episode provides actionable strategies to master your money, remove financial stress, and live a ...
…
continue reading
New Jersey CPA dedicated to helping small business owners succeed. Your success is my business.
…
continue reading
An original podcast series from the Texas Society of CPAs specially created to share insights and navigation tips for those on the path to a CPA license, as well as those who just want to learn a little bit more about what it means to be a CPA.
…
continue reading
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
…
continue reading
The Home Care Experience with T&A is hosted by Amy Taylor, CPA, and Troy Brooks, Attorney. Together, they bring over 40 years of experience in home care, hospice, and healthcare to the mic. With candid discussions, expert guests, and unfiltered humor, they explore the challenges and triumphs of the caregiving world.
…
continue reading
1
Why Most CAS Practices Stall—and What the Successful Ones Do Differently | It's Not Just the Numbers
53:09
53:09
Play later
Play later
Lists
Like
Liked
53:09
Transparency, empowered administration, and intentional tech design separate advisory leaders from firms stuck in task work. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Client Accounting Services (CAS) has moved well beyond bookkeeping. For firms serious about advisory, CAS is now a fundamentally different o…
…
continue reading
1
EP 131 - The Biggest Tax & Wealth Lessons I Learned in 2025 - Most People Miss This
37:02
37:02
Play later
Play later
Lists
Like
Liked
37:02
Send us a text We share the biggest tax and business lessons of 2025 that create real value right now. From funding travel with points to dialing in W-2 withholding and designing charitable and estate plans, we map strategies to your goals and show how to execute them. • turning payroll fees into non-taxable travel via points • charitable structure…
…
continue reading
1
Richness of Life: What Your Business and Life Lose in Big Data
41:12
41:12
Play later
Play later
Lists
Like
Liked
41:12
👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! How is big data systematically flawed by design and how is it impacting your business and happiness? How will AI affect the future of measuring data sets and what our customers' …
…
continue reading
1
Season 3 Episode 1: From Systems to Success: ISC for CPA Candidates
20:32
20:32
Play later
Play later
Lists
Like
Liked
20:32
Discover key strategies for mastering the Information Systems and Controls (ISC) discipline of the CPA Exam in this episode. Tune in for expert guidance on exam structure, study tips, and practical advice to help you succeed in IT audit, risk management, and advisory topics. This episode is hosted by Liz Burkhalter (Director CPA Pipeline, AICPA) wh…
…
continue reading
Neil Barrow returns for part 2 of his special double CPA Life episode to unpack the realities of business development beyond buzzwords. John steers the conversation from the pitfalls of hiring for growth without a plan, to the delicate dance of balancing capacity and opportunity within your firm, and Neil's philosophy is refreshingly straightforwar…
…
continue reading
Adam Lean's journey from disenchanted accountant to entrepreneurial advisor takes center stage as he reveals how a simple desire to help business owners understand their numbers sparked the creation of the CFO Project on Episode 244 of The Unique CPA. Follow Adam from late-night e-commerce hustle to the formation of a productized CFO advisory servi…
…
continue reading
Your tax debt is catching up to you. Will your car be something to worry about? Let's take a look... Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ If you want to see more… -YouTube: / @loganallec -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec -Facebook: Choice Tax Relief // Logan A…
…
continue reading
Chapters (00:47) - Jeffrey Epstein's CPA and Lawyer (03:10) - Wall Street Journal Article on Epstein's Associates (05:58) - Discussion on Epstein's Financial Operations (14:25) - Trump's Executive Order on Cannabis Businesses (18:16) - Tax Implications for Gambling and Prediction Markets (20:47) - IRS Criminal Investigations Unit Record Year (25:13…
…
continue reading
1
76 - Health, Wealth and Tax Savings in One Strategy 401h
31:10
31:10
Play later
Play later
Lists
Like
Liked
31:10
In this episode, Dr. Jackie Meyer, CPA and David Podell, Founder of Business Benefits Consultants, explore the 401H strategy, an underutilized tool in tax planning that offers significant tax savings and health benefits. They discuss the complexities of implementing this strategy, its benefits, and how it can be integrated into existing retirement …
…
continue reading
1
Ep 39: So Many PE Models, So Little Clarity: Your Post-Summit Roadmap with Dave Kells
21:49
21:49
Play later
Play later
Lists
Like
Liked
21:49
Feeling overwhelmed by all the private equity noise—and not sure what it really means for your firm? In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with Dave Kells to recap Accounting Today’s PE Summit, break down what they’re seeing in the market, and talk frankly about how firm leaders can get educat…
…
continue reading
1
Insights from the Digital CPA conference, profession update and evolving AI trends
1:01:57
1:01:57
Play later
Play later
Lists
Like
Liked
1:01:57
The Dec. 9 AICPA Town Hall aired live from the Digital CPA conference. Listen now to hear the latest tech and innovation-focused insights from DCPA, a profession update and a discussion around rethinking AI capabilities for firm workflows. You'll also hear the latest DC and technical updates you need to know.…
…
continue reading
First off — Happy New Year. To kick off the year, this week's episode of the Wealth Formula Podcast is a solo one from me. I spend the episode walking through my outlook for 2026 and sharing a few predictions for how I think this cycle is going to play out. Lately, I keep hearing the same question phrased in different ways. The economy feels tight,…
…
continue reading
1
AI Reveals Weak Firms Faster than it Helps Strong Ones | Accounting Voices
13:10
13:10
Play later
Play later
Lists
Like
Liked
13:10
The Big Four pull ahead by treating AI as a system, not a shortcut. Accounting Voices With Rob Brown Artificial intelligence is no longer a side project in accounting. It is the main event. The largest firms are moving aggressively, clients are asking sharper questions, and expectations around speed, accuracy, and insight continue to rise. In the l…
…
continue reading
1
Rewind : Embracing Life's Challenges w/ Lindsay Kline
38:51
38:51
Play later
Play later
Lists
Like
Liked
38:51
Join us as we revisit this conversation from 2021! We each have our story and Lindsay is no different. Bookkeeping at age 12, death of a spouse, starting college late and opening her bookkeeping business while in school. She has done so much and is willing to share. Lindsay and Roger discuss the experiences we have in life and what we can do to mak…
…
continue reading
1
California nonconformity to business meals deductibility
3:46
3:46
Play later
Play later
Lists
Like
Liked
3:46
This week we're covering California nonconformity to the federal rules for business meals and entertainment.
…
continue reading
Investing is the cornerstone of building wealth and achieving financial independence, but costly mistakes can derail progress. We walk through five critical investing mistakes that can cost you both time and money. From waiting too long to start investing (the average American doesn't begin until age 33) to starting too soon (without proper financi…
…
continue reading
1
AI Exposes Weak Business Models | Gear Up For Growth
36:13
36:13
Play later
Play later
Lists
Like
Liked
36:13
It accelerates advisory work, but only if firms rethink pricing and risk. Gear Up for Growth With Jean Caragher For CPA Trendlines On this episode of Gear Up for Growth, host Jean Caragher sits down with John Higgins, founder and CEO of Higgins Advisory, to explore how ChatGPT and generative AI are reshaping advisory services, pricing models, and t…
…
continue reading
Alicia and Dan kick off 2026 by diving into 27 pages of notes from Intuit Connect's Innovation Circle. They break down upcoming changes to bank feeds (including confidence indicators and MasterCard receipt capture), the new payroll agent that handles timesheets via text message, enhanced tax impoundment processes, and Intuit Intelligence's business…
…
continue reading
Have you ever felt more pressure than excitement when a new year begins? You start seeing all the "new year, new you" posts, everyone's talking about big goals and fresh starts… and instead of feeling motivated, you feel that little knot in your stomach. If you've ever thought, "This year has to be different," only to immediately feel overwhelmed, …
…
continue reading
1
Once You Get Rich, Change These 6 Things Immediately
20:25
20:25
Play later
Play later
Lists
Like
Liked
20:25
Welcome to another transformative episode of the Building Your Money Machine Show! Today, I’m tearing back the curtain on what really needs to change once you start building serious wealth—and the handful of things you must never change, no matter how high your net worth climbs. Getting rich doesn’t automatically solve your problems—in fact, if you…
…
continue reading
Send us a text PROFITABLE TALKS... In this episode of the Profitable Creative, Christian Brim hosts Beatrice Gutknecht from Badassery by Bee. They discuss the concept of 'badassery' as doing things exceptionally and pushing back against social norms. Beatrice shares her journey of starting her business, overcoming personal and professional challeng…
…
continue reading
1
Small Firms May Have the Biggest Advantage in 2026 | ARC
51:53
51:53
Play later
Play later
Lists
Like
Liked
51:53
Less legacy infrastructure could mean faster adoption and outsized opportunity. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In their New Year’s episode, the hosts of Accounting ARC do something many industry commentators avoid: they revisit last year’s predictions, mark what proved accurate…
…
continue reading
1
Why a global mindset can elevate your career potential
7:38
7:38
Play later
Play later
Lists
Like
Liked
7:38
INTHEBLACK Out Loud Summer Season Encore presentation episode from September 2025 An increasing number of Gen Z and Millennials are pursuing career opportunities overseas. How is a global mindset key to success — at any age? By Nicola Heath INTHEBLACK Out Loud brings you a curated selection of audio articles from CPA Australia's award-winning magaz…
…
continue reading
1
Smarter, faster, easier: Here's what's new in Excel
14:11
14:11
Play later
Play later
Lists
Like
Liked
14:11
Excel Tips Summer Season Encore presentation from October 2025 In this episode of Excel Tips, we explore the latest Excel updates that can help to boost productivity and simplify workflows for finance and accounting professionals. Listeners will learn: How to use TRIMRANGE for flexible range selection What's new with pivot table formatting and an e…
…
continue reading
1
Episode 154 - Dancing Toward Trust: Community, Collaboration, and the Human Side of Accounting - The Woodard Report Podcast
42:12
42:12
Play later
Play later
Lists
Like
Liked
42:12
On this episode of the Woodard Report podcast, Heather speaks with Nancy McClelland, CPA about her journey as the "Dancing Accountant" and how embracing authenticity, community connection, and people skills has shaped her firm and career. They explore the importance of trust, niching, and collaboration between bookkeepers and tax professionals. Abo…
…
continue reading
Recorded live at AFWA’s Women Who Count Conference, Questian and Nancy are joined by employment attorney Kami Hoskins and HR leader Julie Thiel for an unflinching conversation about sexual harassment in accounting. From boundary-crossing “jokes” and unwanted physical contact to explicit quid pro quo threats, this panel breaks down how harassment ac…
…
continue reading
1
95 CAS Future: 2025 Wrap, CAS Looking Forward
25:55
25:55
Play later
Play later
Lists
Like
Liked
25:55
Got a question? Text me! On today’s episode of CAS Minute, we dive into the future of Client Advisory Services (CAS)—what’s broken, what’s evolving, and what you should be building today to thrive tomorrow. With recurring revenue growth, increasing client expectations, AI’s role in workflow, and the ongoing identity crisis of CAS itself, it’s clear…
…
continue reading
1
705: Steve Ferguson is an Insurance Geek & Thrill Seeker [podcast]
29:32
29:32
Play later
Play later
Lists
Like
Liked
29:32
Steve Ferguson shares how his passion for cars started in childhood, fueled by a neighbor who gave him car magazines from around the world. Steve recalls how his love for automotive performance led him to owning a 1993 Dodge Viper, founding the Viper Club of America, and instructing others in high-performance driving across legendary racetracks in …
…
continue reading
1
The Average American Needs HOW MUCH to Feel Comfortable in 2026?
1:01:37
1:01:37
Play later
Play later
Lists
Like
Liked
1:01:37
How much do you need to make to be "comfortable" in 2026? You already know our answer is, "it depends," but we have a new study that seems to have found the answer! We'll go through our takes on this study and what you can do to make your financial life comfortable. Then we answer your questions and maybe set up a new dating service? …
…
continue reading
1
The 1099 Rules Every Small Business Owner Needs to Know Before January 31
17:14
17:14
Play later
Play later
Lists
Like
Liked
17:14
Are you still guessing when it comes to 1099s? Most business owners are. And every January, that confusion turns into stress, penalties, and last-minute cleanup that could have been avoided. In this episode, Mike Jesowshek breaks down everything small business owners need to know about 1099-NEC and 1099-MISC forms, who needs one, who doesn't, the d…
…
continue reading
Caleb and Zach discuss the past year in Oh My Fraud. Sponsors Routable - http://ohmyfraud.promo/routable ACFE - http://ohmyfraud.promo/acfe NAEA - http://ohmyfraud.promo/naea Get NASBA Approved CPE or IRS Approved CE Launch the course on EarmarkCPE to get free CPE/CE Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 An…
…
continue reading
Firms that treat communication as strategy—not admin—move faster, scale smarter, and keep trust intact. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines On this episode of MOVE Like This, host Bonnie Buol Ruszczyk explores a deceptively simple question with Alice Grey Harrison, founder of AGH Consulting: Why do so many firm transformatio…
…
continue reading
1
Fix QBO Errors Fast: Boost Your Bookkeeping Accuracy w/ Leeroy Beeby
42:58
42:58
Play later
Play later
Lists
Like
Liked
42:58
Thanks for listening to another episode of Building the Premier Accounting Firm with Roger Knecht. Today Roger is joined by Leeroy Beeby, co-founder of Level, an error detection software for QuickBooks Online. They discuss how niching down services and using technology like Level can improve margins and streamline operations, even amidst the evolvi…
…
continue reading
In this short episode, Caleb lays out a few ideas for what an Oh My Fraud Patreon could look like — including ad-free episodes and bonus content — and asks one simple question: would you subscribe? Before anything launches, Caleb and Zach want to gauge listener interest. If you’ve got 10 seconds, take the quick survey linked in the show notes and l…
…
continue reading
1
Episode 220: Chris Barron, Ag View Solutions
39:55
39:55
Play later
Play later
Lists
Like
Liked
39:55
In today's podcast Paul has a conversation with Chris Barron of Ag View Solutions. We discuss the overall profit trends in corn and soybeans for 2025 and then based on their database review the trends for 2026. It appears that corn is profitable in both years, but soybeans are not even with estimated 2025 PLC/ARC payments to come in October. See om…
…
continue reading
Send us a text PROFITABLE TALKS... In this episode of the Profitable Creative, host Christian Brim speaks with Kim Vargo, a former high school math teacher turned entrepreneur, about her journey into the wedding industry. They discuss the challenges of transitioning from teaching to running a business, the importance of systems and processes, and t…
…
continue reading
1
Inside Industrial Real Estate: The Safest Asset Class Nobody Talks About with Irwin Boris
34:04
34:04
Play later
Play later
Lists
Like
Liked
34:04
Do you want to know why industrial real estate could be the safest, most lucrative investment class you're not tapping into? In this episode, Cameron Christiansen and Anthony Faso sit down with Irwin Boris, a seasoned real estate finance and asset management expert with over 25 years of experience. Irwin explains why industrial real estate has beco…
…
continue reading
In this episode, we’re calling out the bullsh*t we’re not taking into 2026. From winging our days and doing everything ourselves to tolerating bad clients, weak leadership, and unclear goals. This isn’t about New Year’s resolutions; it’s about raising standards, leading with intention, and making disciplined decisions that actually move the busines…
…
continue reading
1
Why Repeat Last Year’s Questions? | The Disruptors
1:01:28
1:01:28
Play later
Play later
Lists
Like
Liked
1:01:28
SALY isn’t useless—but it shouldn’t be lazy. The Disruptors With Liz Farr Audit has spent decades digitizing the past—paper binders moved to the cloud, workflows wrapped in prettier software, and manual testing dressed up as “innovation.” According to Jin Chang, that’s not transformation. It’s inertia. Chang knows because he lived it. Early in his …
…
continue reading
1
INTHEBLACK: Private credit - Risks and rewards explained
19:54
19:54
Play later
Play later
Lists
Like
Liked
19:54
Private credit is booming. But do investors fully understand the risks? In this episode, learn the mechanics of private credit, its place within the private capital universe and why it's suddenly everywhere - from retail portfolios to billion-dollar super funds. Key takeaways include: Why private credit is not the "bond-like risk" some claim it is …
…
continue reading
1
Legal Issues for Dentists Involving Associate Agreements, Office Leases and Partnerships
57:11
57:11
Play later
Play later
Lists
Like
Liked
57:11
In this episode of The Art of Dental Finance and Management, Art Wiederman CPA sits down with dental attorney Sean Dumm to discuss the legal issues dentists cannot afford to overlook. Legal agreements are essential for a successful dental practice. They protect dentists from costly disputes and help ensure long-term stability. In this episode of Th…
…
continue reading
1
What Tax Pros Charge & the PE "Dumpster Fire"
56:36
56:36
Play later
Play later
Lists
Like
Liked
56:36
Is private equity turning firms into a 'dumpster fire'? Blake and David unpack Accounting Today's survey showing partners are upbeat while staff are sour on PE. They hit Andersen's $176M IPO, why Big Four ties to Big Tech raise independence questions, and how AI could finally kill the billable hour. Plus, what tax pros really charge in 2025 - and t…
…
continue reading
1
12 Unsexy Habits That Made Me Serious Money
24:30
24:30
Play later
Play later
Lists
Like
Liked
24:30
Welcome back to another episode of the Building Your Money Machine Show! Today, I’m pulling back the curtain on the habits that don’t get much hype — the “unsexy” routines that quietly made me and my clients serious money and, more importantly, bought us our financial freedom. Forget flashy overnight success stories; this episode is all about the t…
…
continue reading
1
Smarter in 5 Minutes: What You Can Do in 10 Minutes (That Changes Your Day)
5:04
5:04
Play later
Play later
Lists
Like
Liked
5:04
Think you need big blocks of time to be productive? Your brain wants you to believe that—so you'll delay starting. But here's the truth: Just 10 intentional minutes can change your entire day. In this week's Smarter in 5 Minutes, I'm sharing how a simple 10-minute action can lower resistance, create momentum, and shift your brain out of overwhelm a…
…
continue reading
