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.
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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.
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Real estate, wealth building and tax reduction strategies through the eyes of a CPA and tax strategist.
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W “Po odwyku” gadamy o tym, jak trzeźwe życie zamienić w przygodę. Jak podnieść się po upadku i jak znowu się nie wywalić. Jak odzyskać stracony czas. Jak zrobić użytek ze wstydu. Jak nie przedawkować spokoju. No i o tym, co ćpać po odwyku. Jakub Żulczyk i Juliusz Strachota 👉 https://patronite.pl/poodwyku - wesprzyj nas! 👉 https://poodwyku.pl - kup wydane przez nas książki!
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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!
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Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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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 fascinating leaders who understand that the one constant in the accounting profession is change: Change in our approach to the demands of t ...
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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.
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CPAM 1410 AM
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
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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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!
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Welcome to Everything CPA and Private Equity, 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 partnership models, and features candid conver ...
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Join your host, Laurence Whittam, on a groundbreaking podcast journey tailored for the modern accounting professional. ”Business Beyond Borders” delves deep into the world of accounting, offering a fresh perspective that transcends traditional boundaries. Each episode is a treasure trove of knowledge, focusing on trends, strategies, and the transformative power of staffing, outsourcing, and offshoring. Why This Podcast? - Explore Beyond Borders: Uncover the potential of global staffing solut ...
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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JROBIN CPAWIFE
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Podcast by American Conservative Union
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All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
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Listen to Richard Webb, Respiratory Therapist and CEO of Monitor Medical host “The CPAP Show”. Joining him is Patient Care Technician, Jason Rodriguez, to help answer questions live! For more information visit our website at www.monitormedical.com or call Customer Service at 866-634-0177.
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This podcast is brought to you by CPA MOMS®. We provide business owners with an affordable solution by working exclusively with talented CPA's willing to exchange high salaries for flexibility. We pride ourselves on being the "eHarmony" of the accounting world, supporting female accountants who want a career as well as a family. If you are a busy female accountant who also happens to be a mom, struggling to have it all - a thriving career and a happy family - then this podcast is the resourc ...
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New Jersey CPA dedicated to helping small business owners succeed. Your success is my business.
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Three girlfriends --Carolyn Leslie, Pam Norals, and Almedia Johnson -- who come together to have lively conversations full of knowledge, wisdom, and nuggets to help you along the way.
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Marie Torossian, CPA is #your10xcpa, and #notyourtypicalcpa
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Listen today as the Big CPA helps you better understand the crazy world of Accounting and Finance.
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A podcast for the 2000 - 20,000 acre crop farmer who wants to be more profitable while staying relevant in the face of a rapidly changing ag environment. Topics include: how to keep more cash in your pocket, reduce your taxes by 5 or 6 digits per year, be ready when land becomes available for purchase, ensure financial security in retirement, and protect your farm and family. Your host, Catherine Ozment, CPA an expert in farm financials and ag tax strategy, and herself is the owner of a fami ...
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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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Topics include: Financial Reporting, Select Balance Sheet Accounts, and Select Transactions.
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The podcast for anyone thinking about or currently pursuing the CPA - featuring interviews with AICPA Exams Team staff, NASBA, recent Exam passers, and more. Brought to you by the American Institute of CPAs, the developer of the Uniform CPA Examination®, Next Stop CPA is the official podcast for the CPA Exam. Got a topic idea for us? Email: [email protected]
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Topics include: Ethics, Professional Responsibilities, and Federal Tax Procedures, Business Law, Federal Taxation of Property Transactions, Federal Taxation of Individuals, and Federal Taxation of Entities.
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In-depth, honest accounting software reviews capturing the real-life experiences of using particular products.
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Core CPAs & Advisors is a proactive firm assisting entrepreneurs, small businesses and its owners to structure & grow. Our professionals will elevate your knowledge and give you the confidence to structure your business and personal finances to create, and manage your wealth. Our team of professionals have over 100 years of practical expertise and have a passion for you our clients, and future clients.
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CPAC 2017 - Wayne LaPierre, NRA audio English CPAC 2017 - Wayne LaPierre, NRA
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If you want to build an accounting or bookkeeping firm that gives you joy, you need to stop, and focus. Learn strategies and best practices for practice management and earn FREE CPE while you're at it!
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Steve Bannon, Reince Priebus Interview at CPAC 2017 audio English
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CPA Tech Talk is dedicated to helping CPA firm owners strengthen your cybersecurity and improve client service through implementing best-in-class technology solutions. We also provide actionable strategies for CPA firms looking to add cybersecurity and IT advisory services to help your clients mitigate one of the top business risks they face.
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What in the world is captive insurance? What does it do? What type of businesses are captives for? Join Ken Huffman, CPA, Captive Manager, Tax Strategy Expert, and CPE Sponsor to learn all these answers and more! Also visit https://www.CaptiveNation.com.
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Judge Jeanine Pirro FULL SPEECH- CPAC 2017 audio English
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CPA Conversations podcast series focuses in on accounting-related news and hot topics.
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A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients, a better practice, and the life you deserve. Learn more about the WealthAbility® Network: https://wealthability.com/thenetwork/
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Welcome to Consistent, Percise, Agape. Where we stay consistent, be percise, and give Agape. Together me and you are on a journey to find our true self and become the person we were created to be. Allowing new adventures to come our way and gaining understanding of our people. I believe in you like you believe in me. PEACE! Cover art photo provided by Debby Hudson on Unsplash: https://unsplash.com/@dhudson_creative
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CPAC Today in Politics starts each weekday in Canadian politics with the latest news headlines, a summary of topical opinions from columnists, editorialists and pundits and a preview of the day's events and activities. Hosted by veteran writer and broadcaster Mark Sutcliffe, CPAC Today in Politics provides you with the information you need to understand what's driving public policy and political decision-making and tells you what to watch for in the day ahead. This podcast is only available ...
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Real moms. Real mom financial issues. Real moms in business. Real stories. I am Booth Parker. A CPA, wife, and mom that loves all things home and family. In this podcast, I talk all things money for moms, families, and small business. From tips to ideas to info you just need to know, I break it down so moms can apply it to their own families and businesses!
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"CPA Review & More" is hosted by Phil Yaeger of Yaeger CPA Review. This podcast will discuss the CPA Exam and other topics related to CPAs. Each week we will have a special guest that we will interview about their career in the financial industry.
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Vice President Mike Pence Speaks at CPAC 2017 audio English Vice President Mike Pence Speaks at CPAC about Law and Order, Prosperity and The Future of America!!
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President Donald Trump Speech at CPAC 2017 (02-24-2017) audio English President Donald Trump Speech at CPAC 2017 (Conservative Political Action Conference), Frid7ay, February 24, 2017 - President Trump Live Speech
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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 ...
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Foresight: The CPA Podcast asks CPAs to reimagine their position at the centre of the economy. Accountants face an urgent choice: embrace change or risk falling behind, losing relevance and being replaced by competitors. Foresight: The CPA Podcast takes a deep dive into how societal shifts are transforming the role of CPAs. From AI to ESG. From protecting the environment to protecting professional ethics. Each episode asks CPAs to reimagine their position at the centre of the economy. This p ...
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Unlock the full potential of your CPA firm with Taxaroo, the premier management software designed specifically for accounting professionals. Say goodbye to tedious paperwork, data entry errors, and time-consuming processes. Taxaroo streamlines every aspect of your practice, from client management to tax preparation, so you can focus on what truly matters – delivering exceptional service and maximizing profits. With Taxaroo, you can effortlessly manage client information, track billing, and m ...
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Learn all the tips, tricks and more for wealth management, retirement planning and more!
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Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | The Disruptors
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57:32
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57:32Progressive firms are the key to the future of the profession. The Disruptors With Liz Farr The world of M&A is full of disruption, distraction, and disorientation these days, says Ira Rosenbloom, CEO of Optimum Strategies. While the headlines focus on private equity’s increasing role in CPA firm acquisitions, two new types of acquirers are playing…
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Running Counter to Tradition: Building Community
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30:35Logan Graf returns to The Unique CPA to continue the show’s focus on community in the accounting profession on Episode 202. The owner of Graf Tax and founder of Counter, Logan talks to Randy about the community he’s built with Counter, which was inspired by his YouTube channel and the transparency he had around sharing his financials there. This ha…
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What To Do When You Get a Notice of Levy
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10:24
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10:24Got a notice of levy in your mailbox? Here is everything you need to know about it and what you can do next! 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 //…
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Ep.69: Human nature is undefeated
20:46
20:46
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20:46Welcome to CPA Career Paths, Episode 69. Today, we’re joined by Alan Whitman—Strategy & Growth Advisor, CEO Coach, Investor, and PE Advisor. Alan shares his journey as a leader in the CPA profession, discussing leadership challenges, mindset shifts, and strategic growth. We also dive into work-life balance and key advice for young professionals loo…
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#335 - The Power of Minimalism For Working Moms
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22:13As moms and accountants, we often feel like we’re always running to keep up. There are deadlines to meet, kids to care for, and piles of things—both literal and figurative—demanding our attention. It’s easy to feel stretched thin and wonder if there’s another way. What if simplifying your surroundings could make life feel more manageable? What if l…
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EP 84 - What is an RSU & How Can I Eliminate the Taxes From It?
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10:12
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10:12Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... At the very least, get on our newsletter to gain access to free live events and exclusi…
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Ep 12: The Shoemaker’s Children Syndrome Can Ruin Your Deal
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14:52Is Your CPA Firm Guilty of the Shoemaker’s Children Syndrome? Many CPA firms are excellent at helping clients stay financially strong but struggle to keep their own house in order. In this episode, Phil Whitman and David Wolfskehl dive into why internal disorganization can ruin private equity deals—and how to fix it before it’s too late. In this ep…
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54 - Tech or Trouble? The IT & Al Shifts CPA Firms Can't Ignore with Steve Perkins
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32:10Is Your CPA Firm’s Tech Strategy Already Outdated? Many firms are still struggling with cloud adoption, while AI is rapidly reshaping the industry. In this episode of Business Beyond Borders, Steve Perkins, Founder of Invicta Advisors LLC, shares why so many firms are behind in IT strategy—and what they need to do now to stay competitive. In this e…
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👉 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! Join Tom Wheelwright as he explores why the Federal Reserve does not want to be audited by DOGE with his guest, precious metals and monetary fiscal policy expert, Bob Coleman. Bo…
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What This Owner Learned After 10+ Acquisitions and Divestitures w/Marcus Dillon, CPA
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37:12In this episode of The Growing Firm Podcast, host David Cristello welcomes Marcus Dillon, president of Dillon Business Advisors. The conversation delves into Marcus's journey of acquiring a book of business valued at $400k and the evolution of his firm over the past 13 years. Marcus shares valuable insights on client acquisition, pricing strategies…
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The Talent Game: Recruiting Right
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39:12John Randolph delves into the evolving landscape of recruiting in public accounting with Kerry Billington, Managing Partner at Spartan Placements, on Episode 62 of CPA Life. Kicking off a month-long series focused on perspectives in the recruiting space, their conversation highlights the significance of culture, flexible work environments, and the …
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Building a CPA Career: Advocacy, Networking, and Professional Growth
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24:41
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24:41In this episode, Jodi Ann Ray, President and CEO of the Texas Society of CPAs, sits down with Christy Bessert, senior manager at Forvis Mazars, to discuss her path to becoming a CPA. Christy shares her educational background, her move from Wyoming to Texas, and her experiences navigating multiple firm mergers. She reflects on being recognized as a …
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Transform your workday with generative AI and discover practical ways to save time. Quick Tech Talk With Steve Yoss CPE Today Generative AI tools are revolutionizing how we approach work, offering practical, efficient, and innovative solutions for professionals across industries. If you haven’t explored tools like OpenAI’s ChatGPT or Anthropic’s Cl…
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Marek Sekielski: Nie jest łatwo po odwyku
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1:12:48
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1:12:48👉 poodwyku.pl - wesprzyj naszą misję! W dzisiejszym odcinku podcastu gościmy Marka Sekielskiego, jednego z najbardziej znanych autorów treści na temat uzależnień w Polsce. Marek podzieli się swoimi refleksjami na temat współuzależnień i trzeźwości, a także opowiedział o swojej najnowszej książce "Polska na odwyku". Rozmawialiśmy o tematach ważnych,…
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Do you have tax debt and are worried about the IRS coming after your IRA? How worried should you be? Find out now! 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 Rel…
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Have you never been scared by the IRS? Your teeth may be chattering with this new change in government. Here are my genuine thoughts and opinions on the future of the IRS. 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 @…
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Is your phone blowing up with tax relief calls? Here is the reason why... 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 Allec, CPA -Reddit: u/Logan_…
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Sarah Elliott: How Conscious Leadership Secures Independence
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35:02Leaders must empower others, share leadership, and foster an inclusive culture to ensure long-term success. Gear Up for Growth With Jean Caragher For CPA Trendlines In a rapidly evolving profession where mergers, acquisitions, and private equity investments dominate headlines, many CPA firms face a critical choice: sell, merge, or remain independen…
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New York Tax Preparer Pleads GUILTY to $145,000,000 Fraud
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11:57How does a tax preparer commit $145,000,000 worth of tax fraud? Find out now, but do NOT follow in his footsteps. Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ Mentioned Video Link: -TurboTax Review 2024 + Online Walkthrough BY A CPA | Pros and Cons: • TurboTax Review 2024 + Online Walkthr...…
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Building a Thriving Company Against All Odds | ARC
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33:45“I’d go through cancer again before I’d go back to not having confidence.” Accounting ARC With Arpan Grewal Center for Accounting Transformation When Kelly Mann left her public accounting job, she had no clients, no roadmap, and no guarantee of success. But what she did have was a vision—and a willingness to take risks. Today, she is the CEO of Aud…
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IRS Notice CP40: What It Is, What It Means, and How to Respond
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10:38Did you just get IRS Notice CP40 in your mailbox? Here is everything you need to know! 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 Allec, CPA -Red…
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338 [Marketing Series] The High Cost of Being Wrong About Marketing
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11:54If you’ve ever felt like marketing doesn’t work for accountants, this episode will change your perspective. Learn why many CPAs waste money on marketing, the key fundamentals you need before spending a dime, and how patience and strategy can make marketing a predictable growth engine for your firm. … Link to full shownotes: https://www.businessstra…
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Are you financially supporting your fiancé? It may or may not be time to claim them as a dependent on your tax returns. However, what exactly qualifies you to do so? Learn more about this now! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/…
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Roman Villard: Ditch the Suit & Create a Firm Where Authenticity Thrives | The Disruptors
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1:03:31Dress for the job you want, not the job you have - yes, seriously. The Disruptors With Liz Farr Traditional accounting firms are undergoing a seismic shift, and at the forefront of this transformation is Roman Villard, founder of Full Send Accounting. In this episode of The Disruptors podcast, Liz Farr sits down with Villard to explore his unconven…
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Breaking Free from Burnout: Psychological Safety
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28:51
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28:51Episode 201 of The Unique CPA kicks off a block of episodes focused on building community in the accounting profession, and to start, Randy talks with Ashley Carroll, founder of Operations House, about addressing burnout while driving firm profitability. Ashley details her mission to help accounting firms rethink their business structures and cultu…
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EP 83 - Hard Money Lending & Investing w/ Self-Directed IRAs w/ Brenda Price & Cindy Hewett
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27:26Send us a text Ready to slash your tax bill? Schedule your free consultation, and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply. If you still need more time, here are other ways to win the tax game... At the very least, get on our newsletter to gain access to free live events and exclusive insight you wo…
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IRS Fresh Start Program 2025: Do You Have To Be HOMELESS To Qualify?
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10:32The truth about the IRS fresh start program may not be as complicated as you think it is. Do you have to be homeless to qualify? Find out in today's episode! 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 -Ti…
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Randy Johnston Unpacks the Opportunities and Risks with AI | Accounting Influencers
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31:12Adopting these tools will define future success in the profession. Accounting Influencers with Rob Brown Randy Johnston, a pioneer in fintech and technology for accounting, shares his insights on the rapid evolution of artificial intelligence (AI) with a deep dive into its history and future potential. Johnston traces AI’s roots back to Alan Turing…
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Ep.68: Slow Down to Speed Up
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22:36
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22:36Struggling to navigate leadership challenges and career transitions? In this episode, I sit down with Alan Whitman—Strategy & Growth Advisor, CEO Coach, Investor, and PE Advisor—to explore key insights on leadership, mentorship, and business growth. We discuss the importance of building strong professional relationships, the role of mentorship vs. …
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Stopping cyber threats before they start begins with adopting one essential email habit today. Quick Tech Talk With Steve Yoss CPE Today In today’s digital age, email continues to be a critical tool for communication—but it’s also a leading gateway for cyber threats such as malware, ransomware, and financial scams. For professionals, this makes ema…
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Have you been served a levy? Are you worried about if the IRS will take your guns in the process? Find out in this episode if your worries are valid or not. 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 -Tik…
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#334 - How to Build Unshakable Self-Confidence
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24:02Have you ever wished that self-doubt would disappear and you'd be able to do what you want, when you want? Well, what if self-confidence isn’t something you have to earn, but something you can create right now? Many people wait for external validation—like a promotion or praise—before feeling confident, but that approach keeps confidence just out o…
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Did you earn less than $1k on your W-2? Do you have a dependent? Should you or should you not file your taxes? Find out today! Do you have unfiled tax returns that need filing? 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 -TikTo…
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EP 82 - Leadership Insights & Tax Planning Along the way w/ Graham Youtsey
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56:07Send us a text Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... At the very least, get on our newsletter to gain access to free live events and exclusi…
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Embrace Change or Risk Obsolescence | Accounting Influencers
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59:00Innovation, AI, and next-gen leaders must successfully adapt to constantly changing landscapes. Accounting Influencers with Rob Brown The accounting profession stands at a crossroads, faced with technological disruption, shifting business models, and an evolving workforce. In a recent episode of the Accounting Influencers podcast, industry leaders …
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Are you behind on filing your tax returns by two years? What are the consequences? Find out now! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ Mentioned Video Link: -Interest Rate on IRS Debt Is PUMPING [Highest in 16 Years]: • Interest Rate on IRS Debt Is PUMPING ...…
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Bill Sheridan: Why Firms Must Adapt or Be Left Behind | Gear Up For Growth
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36:29Focus on your clients...or someone else will. Gear Up for Growth With Jean Caragher For CPA Trendlines Bill Sheridan, chief communications officer at the Maryland Association of CPAs, believes CPA firms must embrace change to stay competitive. As technology automates compliance work, firms that focus on client advisory services will be the ones tha…
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How Tax Professionals Would Change the IRS
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44:58Join Tom Wheelwright as he explores the pros, the cons, and the changes that need to happen within the IRS so they can better serve the taxpayers of America with tax professional, Louanne Gagnon. Louanne is the owner of LT Gagnon, PLC. Her experience in the tax industry spans over 25 years. She has worked extensively with clients in various service…
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Are you safe from an IRS bank levy? You might want to think twice... Find out more in today's episode! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.comVon Logan Allec
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Ep 11: From $0 to a Top 30 Firm: The Ascend Growth Story
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35:14
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35:14How Can CPA Firms Leverage Private Equity Without Losing Control? Private equity is reshaping the CPA industry, but many firms hesitate—fearing loss of independence or the wrong financial move. So, what’s the right approach? In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with David Wurtzbacher, CEO & F…
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Are We Ready for the Hidden Risks of AI in Accounting? | ARC
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38:23“Without AI literacy, we’re all at risk.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Artificial intelligence is revolutionizing accounting, automating everything from bookkeeping to tax preparation. But as AI advances, accountants must ask: Can we trust it? In this Accounting ARC episode, …
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Did you receive IRS Notice CP81? Listen to today's episode to get all the information you need! Do you have unfiled tax returns that need filing? 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: Choic…
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337 [Marketing Series] Start with the Fundamentals with Matt Wilkinson
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52:48If you wonder where to start with marketing, take heart. Start with the fundamentals, do those well, and you’ll have plenty of low-hanging fruit. … Find Matt Wilkinson on the.. Web: bizinkonline.com LinkedIn: linkedin.com/in/mattbizink/ Twitter: twitter.com/bizinkonline Facebook: facebook.com/mattbizink RESOURCES Marketing Blueprint Ideal Client Pe…
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Make the most of financial contributions. Quick Tax Tip With Art Werner CPE Today When it comes to charitable giving, many people think of writing an annual check to their favorite nonprofit. However, strategic charitable planning is much more than just making a yearly donation—it’s about aligning generosity with effective tax strategies to maximiz…
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Robinhood Taxes: How to Report Robinhood Stocks On Your Taxes
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22:43You decided to invest in stocks, but now when it comes to the tax end you are utterly confused. Don't worry, I got your back! Here is an entire walkthrough of how to report your Robinhood stocks on your taxes. Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ If you want t…
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Monique Swansen: Align Firm Values with Services | The Disruptors
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53:19Do the work that fulfills you. The Disruptors With Liz Farr Cannabis accounting is not for the faint of heart, says Monique Swansen, owner of Accounting for Green, which provides accounting services to cannabis businesses. First, there’s a big inventory component, so “if you're an accounting professional that does not want to deal in inventory, can…
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The Unique CPA at 200: Community, Innovation and More
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31:56We have reached yet another mile episode of The Unique CPA, number 200, and Randy Crabtree joins producer Justin Grant to celebrate the show’s journey. They reflect on the supportive community that has sprung up around the show, the Bridging the Gap Conference, and plans for the future, while having some fun too with a bloopers segment that’s sure …
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Are you wondering if you should check the head of household or single status on your tax returns? Use all of the information I discussed in today's video to make the best-informed decision on this! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ If you want to see more… …
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Ep.67: Take advantage of the learning experiences
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26:32Struggling to balance career growth with personal life? In this episode, I sit down with Sharon Onuma, CPA (Tax Senior Manager at EY) to discuss essential strategies for advancing in leadership while maintaining work-life harmony. Whether you're an aspiring CPA, a tax professional, or a leader looking for productivity hacks, this episode is packed …
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