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].
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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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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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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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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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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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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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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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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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Everything CPA and Private Equity with Phil Whitman and David Wolfskehl
Whitman Transition Advisors
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 ...
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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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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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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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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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CPAC 2017 - Wayne LaPierre, NRA audio English CPAC 2017 - Wayne LaPierre, NRA
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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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Steve Bannon, Reince Priebus Interview at CPAC 2017 audio English
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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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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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Judge Jeanine Pirro FULL SPEECH- 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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In-depth, honest accounting software reviews capturing the real-life experiences of using particular products.
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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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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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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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"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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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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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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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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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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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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Hi. My name is John. I am a website specialist. I began website architecture 15 years prior. The initial 2 years I worked in a little studio, at that point went to outsourcing. Presently I work at https://biggico.com/ My principles are the means by which I turned into a fruitful architect. I begin working toward the beginning of the day, so I have additional time I generally take a shot at the outcome so as not to re-try it. Configuration is continually beginning to draw on paper. The princi ...
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An unscripted and shamelessly uncensored podcast that aims to normalize therapists in private practice becoming wealthy. Somewhere along the way, society decided that therapists who make the world better should be broke and large humans who can displace inflatable equipment should make 9 figures. Yeah, hard pass on that (pun intended). There’s a lot they don’t teach you in graduate school about running a private practice and Robert Whittley is here to help. He gives you great, practical tips ...
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Jen Cryder: Rewrite the Rules | Accounting Influencers
28:04
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28:04As the first woman CEO of PICPA, Cryder shares how she’s tackling the CPA pipeline crisis and why it’s time to re-evaluate long-standing licensure rules. Accounting Influencers with Rob Brown In this episode of Accounting Influencers, Jen Cryder, CPA, CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA), opens up about her unex…
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Ep 22 - How Frazier & Deeter Turned Caution into Confidence
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27:35Is Private Equity the Future of CPA Firm Growth—or Just a Risky Shortcut? In this episode of Everything CPA and Private Equity, Frazier & Deeter’s Jeremy Jones and Seth McDaniel join Phil Whitman and David Wolfskehl to reveal how their firm went from cautious observers to confident partners with General Atlantic. It’s an honest, behind-the-scenes l…
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EP 96 - Money Mindset Mastery w/ Renata Mazu
49:57
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49:57Send us a text If you have any interest in learning how we can help you win the tax game, go to prosperalcpa.com/apply. Also check out our free tax planning checklist and mini course at taxplanningchecklist.com. Money mindset directly impacts our business decisions and financial success, often in ways we don't consciously recognize. Mindset coach R…
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A Baby Boomers Advantage with AI
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29:31👉 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 the skills Baby Boomers need to not only be successful with AI, but also transform their small businesses with his guest and AI specialist, Ta…
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Season 2 Episode 3: Q&A with a CPA: A Day in the Life of a Content Creator and Business Adviser
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28:01Discover what a typical day looks like in your dream career—insights, experiences and expert advice await! Are you ready to dive into the exciting world of accounting? Join us for the informative "Q&A with a CPA" podcast series to gain valuable insights into the world of accounting, highlighting the motivations, responsibilities and essential skill…
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What should you do if you live in your car and make minimum wage? Is it in your best interest to file your taxes? Here are my thoughts as a CPA! 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: @logana…
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Launch Your Firm: Empowering CPAs
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44:04Ronnie Withaeger’s journey in Accounting has led him to currently running five businesses, including a sauna, and he talks to John Randolph about doing things his way on Episode 69 of CPA Life. The owner and founder of Ronald Withaeger CPA in Las Vegas, Ronnie started his career at a traditional firm but ultimately established his own practice focu…
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Reorganization in Reverse: Transforming the Firm Model
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31:14On Episode 212 of The Unique CPA, Randy Crabtree digs into an extraordinary alternative firm model with Jacob Schroeder, the founder and CEO of Ascend Consulting. In addition to balancing multiple businesses, Jacob’s entrepreneurial journey has been informed by his passion for innovation and invention in the context of the accounting profession. Ja…
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Special Ep: Every role teaches you something valuable. (Part 1)
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23:30Hey everyone, Rosey Flaherty here! 🎧In this episode, Marcus Rien, CPA, Fractional/Interim CFO & COO, joins Rosey Flaherty to explore how excellence, when practised consistently, can shape your career, leadership, and impact in the world of accounting. ✅ Why striving for excellence is about consistency, not perfection ✅ How to avoid burnout while st…
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#345 - How to Create a Working Mom Retreat You’ll Actually Enjoy
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19:00Life as a working mom can be nonstop, can’t it? There’s always another task, another deadline, another person who needs your attention. Somewhere in the chaos, it’s easy to lose sight of what makes you feel good. Maybe you’ve thought about taking a break or even dreamed of a spa day or a quiet weekend, but the idea fades because it feels like too m…
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66 - How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026)
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52:00In this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing the current landscape of estate tax exemptions, the role of CPAs in estate tax planning, and the importance of proactive engagement with clients. They explore the dynamics of unexpected estate tax bills and provide practical example…
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Paul Dunn: Ditch the Clock, Lead with Heart | Gear Up For Growth
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40:49Stop billing. Start thrilling. Gear Up for Growth With Jean Caragher For CPA Trendlines In a persuasive new episode of Gear Up for Growth, powered by CPA Trendlines, Paul Dunn – four-time TEDx speaker, cofounder of B1G1, and longtime champion of transformational leadership in the accounting profession – delivered a clear call to action for firm lea…
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Cancel Culture or Curious Culture? You Choose. | Transformation Talks
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34:18Turn communication breakdowns into trust-building moments. Transformation Talks With Donny Shimamoto Center for Accounting Transformation In the latest episode of Transformation Talks, host Donny Shimamoto, CPA.CITP, CGMA, leads a powerful discussion on “assumed discrimination”—the cultural collisions that happen when others project bias onto someo…
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The retirement planning hack can be a secret weapon for tax-free growth. Quick Tax Tip With Art Werner CPE Today When most people hear “HSA,” they think of medical expenses and high-deductible health plans. But in the latest episode of Quick Tax Tip, tax educator and attorney Art Werner urges tax professionals—and their clients—to look deeper. Clic…
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Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | The Disruptors
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54:10After years in corporate roles, Samantha Hallburn created a firm where people come before profits—and business thrives because of it. The Disruptors With Liz Farr Samantha Hallburn, founder of PBS Accounting and Tax, didn’t set out to be an accountant. After a progression through sales, marketing, HR, PR, and a stint as ops manager for a telecom co…
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What can you do to protect yourself from the IRS and their actions? This may just be the solution you are looking for! 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…
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Amy Vetter: How Professionals Can Reclaim Their Time, Energy, and Purpose | The Concierge CPA
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39:56“We’re afraid to communicate, we’re afraid to speak up.” The Concierge CPA With Jackie Meyer For CPA Trendlines In a profession known for long hours and technical precision, Amy Vetter, CPA.CITP, CGMA, CSP, RYT, offers a refreshing message. There’s more to success than climbing the traditional career ladder. More Jackie Meyer The founder of the B3 …
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Adam Lean: Why Accountants Are Stuck—and How to Escape the Trap | Accounting Influencers
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30:08"This is your chance to make a real difference." Accounting Influencers with Rob Brown Millions of accountants and bookkeepers are stuck in a cycle of overwork, undercharging, and undervaluation. In this episode of the Accounting Influencers podcast, Adam Lean, CEO and co-founder of TheCFOProject.com, delivers a wake-up call: The compliance model i…
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60 - Beyond Billable Hours: The AI Marketing Revolution in Accounting with Kristofer Lenz
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28:02Is AI replacing marketers—or finally making them effective? In this episode of Business Beyond Borders, Laurence Whittam talks with Kristofer Lenz, Founder of Kailos Marketing Lab, about how AI is reshaping marketing for CPA firms—and why most firms are still missing the mark. In this episode, you will be able to: • Discover how AI accelerates cont…
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Have your circumstances changed while in an installment agreement? Are you able to change your financial plans with the IRS? 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 -…
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Aprio CEO: Culture and Capital Fuel Firm’s Rapid Growth | Gear Up For Growth
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41:59PE doesn't have to strip your culture. With Jean Caragher For CPA Trendlines On a recent episode of Gear Up for Growth, powered by CPA Trendlines, Aprio CEO Richard Kopelman offered a behind-the-scenes look at what’s powering his firm’s remarkable trajectory—from a traditional CPA firm to a diversified advisory powerhouse. In conversation with Jean…
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Ep 95 - Build & Protect Your Wealth w/ Holistic Tax Planning
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21:04Send us a text PS. Whenever you're ready, here are some ways we can help with reducing your taxes... 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... T…
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The Ultimate Business Hack You’re Probably Ignoring | ARC
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34:20“Leaders should model respect, not just expect it.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In the age of digital disruption and hybrid work, professional etiquette often feels like an afterthought. But in the latest episode of Accounting ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.…
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The Billion Dollar Accounting CEO w/ Alan Whitman
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43:27In this episode of the Growing Your Firm podcast, host David Cristello welcomes Alan Whitman, the former CEO and chairman of Baker Tilly. Alan shares his remarkable journey of transforming Baker Tilly from a $475 million firm to a $1.5 billion powerhouse. Throughout the conversation, Alan describes how businesses can thrive – largely by prioritizin…
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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 how the disruption in the IRS will affect you, your tax compliance, and your risk of getting audited with guest and Senior Analyst, Garrett Wa…
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Ep 21 - Are CPA Firms Losing Their Edge After PE Deals?
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22:43Is Private Equity Killing Quality in Accounting? Let’s Set the Record Straight. In this episode, join David Wolfskehl, Phil Whitman, and special guest Reyes Florez as they address one of the most talked-about concerns in the industry: Does private equity hurt quality? The answers may surprise you. In this episode, you will be able to: •Understand w…
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Are you looking to readjust your IRS payment plan via an offer in compromise? Can you do this while in an installment agreement? 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: @loganall…
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Treat cryptocurrencies like the next dot-com bubble. Quick Tax Tip With Art Werner CPE Today As cryptocurrencies continue to infiltrate everyday investment portfolios and client conversations, seasoned tax educator and CPA Art Werner offers a stark warning to practitioners: “Crypto concerns me—and I think it should concern accountants.” Click here …
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Donny Shimamoto: Reimagining Diversity and Belonging in the Accounting Profession | MOVE Like This
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38:54“The real question isn’t whether a firm is diverse enough. It's whether the people in that firm feel like they truly belong there.” MOVE Like This With Bonnie Buol Ruszcyk For CPA Trendlines In this episode of MOVE Like This, host Bonnie Buol Ruszczyk and guest Donny Shimamoto, CPA.CITP, CGMA, explore the complex landscape of diversity, equity, and…
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Jean Zick: Happy Team Members Lead to Happy Clients | The Disruptors
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48:38Flexible schedules, remote culture, and ‘durable skills’ are reshaping the accounting profession. The Disruptors With Liz Farr The traditional accounting firm model is under pressure—and The Disruptors podcast is highlighting the pioneers who are rewriting the rules. In this episode, host Liz Farr talks with Jean Zick, CEO and co-founder of Juna Fi…
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Renewable Tax Credit Opportunities for Non-Profits
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32:36Randy Crabtree goes in-house with Tri-Merit’s Barry Devine, a veteran in the specialty tax incentive space, on Episode 211 of The Unique CPA. Renewable energy tax credits have come to the forefront as a way for nonprofits to fund community-strengthening projects, and Barry pulls from his extensive experience in leveraging these credits and incentiv…
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Ep 20: Audit Integrity vs. Outside Investment: Can Firms Have Both?
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20:59Is Private Equity Really Putting CPA Firm Quality at Risk? That’s what a recent Wall Street Journal article suggests—but is it the full story? In this episode of Everything CPA and Private Equity, David Wolfskehl, Phil Whitman, and Dave Kells dig into the growing conversation around quality control in accounting firms backed by private equity or st…
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Is the IRS after your passport or already has it? Can you get it back by getting in an installment agreement with the IRS? Find the answers you are looking for 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 @LoganAl…
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Ep.78: Take time to walk away and recharge
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32:12
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32:12Hey everyone, Rosey Flaherty here! 🎧 In this episode, I sit down with Jeff Wilson II, CPA/PFS, CFE, CGMA, CDFA, to talk about why stepping back is sometimes the most powerful step forward. From stress management to cultural awareness in leadership, Jeff shares how intentional breaks, mentorship, and mindset fuel long-term success. Whether you're bu…
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David Podell: Use Strategic Retirement Planning to Build Net Worth | The Concierge CPA
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43:24
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43:24"If you're not putting your clients into retirement plans, you're missing one of the biggest value-adds in tax advisory." The Concierge CPA With Jackie Meyer For CPA Trendlines In a recent episode of The Concierge CPA, host Dr. Jackie Meyer welcomes back David Podell, CEO and founder of Business Benefits Consultants, for a deep-dive on retirement s…
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#344 - The Impact of Working Moms on Sons
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20:16
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20:16Here’s the thing—your son is always watching, even when it doesn’t seem like it. He’s noticing how you juggle work, family, and all the other responsibilities on your plate. He’s paying attention to how you handle tough moments, how you celebrate wins, and how you show up every single day. What do you think he’s learning from all of that? We often …
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The Profession’s Future Amid Talent Gaps, Tech Disruption, and Evolving Business Models | Accounting Influencers
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1:01:04
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1:01:04Global accounting leaders call for mindset shifts, better storytelling, and a redefined brand. Accounting Influencers with Rob Brown In this edition of Accounting Influencers, four of the profession’s most prominent voices gather for a candid discussion on the challenges and opportunities facing the accounting world. From evolving business models t…
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EA vs. CPA: Are Enrolled Agents BETTER Than CPAs At Tax Resolution?
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10:41
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10:41Choosing someone to represent you before the IRS or state can be difficult. Even just someone to help you with your tax resolution issue. What is the difference between an EA and CPA and which is better? 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: / @loganalle…
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Matt Criss: Forget the Grind; Grow Intentionally | Gear Up For Growth
31:56
31:56
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31:56Stop drifting and start leading. Gear Up for Growth With Jean Caragher For CPA Trendlines In a high-stress profession like accounting, intentional growth isn’t just helpful—it’s necessary. In this episode of Gear Up For Growth, business coach and author Matt Criss joins host Jean Caragher to share how accountants can build resilience, reflection, a…
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59 - What No One Tells You About Cultural Gaps in Outsourcing
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17:29
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17:29Struggling with cultural friction in your offshore team? You’re not alone—and it’s more common (and fixable) than you think. In this episode of Business Beyond Borders, Laurence Whittam dives into one of the most overlooked reasons firms fail to scale their outsourcing success: cultural disconnects. In this episode, you’ll be able to: • Recognize c…
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The Calamitous Global Battle: Is Cash Obsolete?
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31:08👉 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 the dangers of digital currency and why cash is not only still relevant but critical for you, the economy, and your business with his guest an…
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EP 94 - Family on Hiring Strategies: What Instagram "Gurus" Won't Tell You
14:48
14:48
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14:48Send us a text The strategic employment of family members offers significant tax advantages when implemented correctly, but widespread misinformation can lead to costly mistakes and potential audit issues. • Pay family members based on work performed, not automatically the standard deduction amount • Family Management Companies are problematic unde…
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Resilience, Real Talk, and the Road to Mental Wellness | ARC
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48:21
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48:21From mindful walking to redefining worth, this conversation reveals what it really takes to thrive. Accounting ARC With Arpan Grewal Center for Accounting Transformation In the latest Student-Led Conversations episode of Accounting ARC, high school business student Arpan Grewal steps in as guest host for a raw, reflective episode centered on mental…
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Season 2 Episode 2: Q&A with a CPA: A Day in the Life of a Nonprofit CFO
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31:39
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31:39Discover what a typical day looks like in your dream career—insights, experiences and expert advice await! Are you ready to dive into the exciting world of accounting? Join us for the informative "Q&A with a CPA" podcast series to gain valuable insights into the world of accounting, highlighting the motivations, responsibilities and essential skill…
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Do you have investments AND tax debt? Are you eligible for an IRS installment plan with your investments? Find out what you need to know 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 -Tik…
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Small businesses face a storm of tax pressures, but trusted advisors can offer calm amid the chaos. Quick Tax Tip With Art Werner CPE Today In the latest episode of Quick Tax Tip, Art Werner delivers an insightful update for small and midsized business (SMB) owners — many of whom are feeling overwhelmed by a growing list of tax and regulatory press…
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Going Remote and Building Success
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41:31
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41:31John Randolph dives deep into a discussion on reshaping the public accounting space with Chris Williams, owner and CEO of System Six, on Episode 68 of CPA Life. A remote, cloud-based accounting firm, System Six’s culture-driven, employee-focused environment serves as a model for balancing employees' professional growth with their personal lives. Th…
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Beyond the Numbers: Be Your Client's Advocate | The Disruptors
1:21:13
1:21:13
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1:21:13Provide clients with actionable information they can use to move their businesses forward. The Disruptors With Liz Farr Back in 2013, before CAS became part of the accounting vernacular, Penny Breslin and Damien Greathead taught a roomful of accountants how to do what Breslin called bookkeeping and back office support, or BOS. “We had 200 accountan…
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Harnessing Sales and Business Development
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30:49
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30:49Randy Crabtree connects with business development specialist Chris Cocca on Episode 210 of The Unique CPA. The President of Strategic Sales and former actively practicing CPA, Chris now specializes in helping accounting firms grow and scale by identifying and leveraging their rainmakers, implementing effective business development processes, and fo…
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Are you still obligated to file taxes when you have experienced a natural disaster? Here is the answer you may or may not be looking for... 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 @Loga…
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