Showing results by author "CPA" in All Categories

Welcome to Your Next Money Move with Certified Financial Planners Derek Lawson Ph.D. and Trent Porter. One's a money researcher and professor, the other a CPA and life coach, and together, they draw on their combined experience to help take your finances to the next level. If you've worked hard for your money but don't know how to make it best work for you, get ready to find out Your Next Money Move. Derek and Trent will help you understand the psychology of money, saving for retirement, estate planning, tax optimization, evidence-based investing, and more. And better yet, they make it simple ...

We breakdown complicated financial topics in short, easy to understand podcasts to increase awareness and to educate past the talking heads on tv. #inflation #inflationact #irs

Do you have 100 eligible participants in your 401(k) plan? If so, you might need a 401(k) audit. Anders CPAs + Advisors helps make the audit process as smooth as possible for companies across the United States. This podcast seeks to help companies learn everything they need to know about 401(k) audits, the audit process, and what you need to look for when searching for a 401(k) auditor. Tune-in monthly as Kim Moore, Director + 401(k) Audit at Anders, and special guests share the knowledge and experience acquired from decades of experience performing 401(k) audits. We'll answer some of the most...

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.

#CareerConvos is what I used to call the conversations I had with my direct reports. As a leader it's a priority for me to be engaged with my team and know what they need from me. As much coaching and guidance that came from me, there were also things I took away from my team that made me a better leader. Let's Talk About Leadership #CareerConvos are my experiences as both a leader and employee in corporate America. Finding a job, getting hired, making an impact, landing that promotion, managing employees, showing up whole to the office, be present and so much more I talk about in these ...

This is a show for tax professionals who want to expand their tax practice into IRS Representation (Collections and Exam). We teach the principals (and some advanced tips) on Marketing, Practice Management and Tax Technical tips to grow, manage and handle just about any case.

Avalara brings you a podcast by accountants for accountants. Hear from some of the biggest thought leaders in the industry on the current and future state of accounting, as well as lessons they've learned along the way.

The With Interest podcast brings you unrivalled commentary and thought leadership for businesses, accounting and finance professionals. Each fortnight, 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 services that include education, training, technical support and advocacy. In 2018, CPA Australia won ...

Hi, I'm Melissa! I am a CPA who used to work in the soul-sucking world of corporate finance. In 2021 I finally walked away for good, and now I want to take what I learned there and help small business owners. There are two main pillars that I make content on: exposing corporate greed and the lack of competition in the oligopoly-filled "free market" we find ourselves in, and also educating small business owners (and consumers!) about the basics of business finance - so that the playing field can be leveled to some extent. Check out my website (melissasilbercpa.ca) if you need finance help and...

Have you been thinking about buying your own dental practice, but are worried about getting a great deal? For the entrepreneurial dentists who are planning this career move, The Simple Guide to Buying a Dental Practice & Getting a Great Deal is here to guide you to success. This guide will walk you through the steps, from first daydreaming about being the owner of your own practice, to finalizing the purchase, and walking into the next phase of your career.

It is no secret that the accounting profession needs a fresh perspective after years of status quo.The Fun CPA podcast aims to bring exactly that. Fun, refreshing and unique perspective on a profession that needs it the most. The conversations I will bring to you will bring you and your firm value. We discuss pricing, firm management, technology, social media and mental health. The guests on the show range from small accounting firm owners to big firm partners to incredible mental health coaches to our profession and much much more. Give it a listen, the fresh perspective you been waiting on...

Isaac is a retired accountant who worked in the profession for over 20 years, then moved to a Caribbean Island where he opened a bar. A group of university students visit the island for spring break, including accounting majors Melissa, Jake, and Carter. The students befriend Isaac when they learn he was an accountant, and during the week, their new mentor shares his humorous stories, providing enlightenment on the real world of business.

Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portfolio allocation, learn investing strategies, and join the fast track to financial success.

As a busy professional working in a high-demand career, it’s easy to put your work and clients first and ignore your own needs. Becoming physically run-down, emotionally burned-out, and spiritually depleted can result in frustration, anxiety, and even disillusionment. Beyond Balancing the Books is a practical guide that will help you find your authentic heart-centered focus. Using powerful everyday exercises and intentional questions, Marino’s grounding meditations will instill a reinvigorated sense of purpose.

Selecting the right team member consists of two primary phases: choosing the right candidate, and taking the appropriate steps to ensure they are successful. In this guide, we will help you through both phases. We wrote this guide as we felt there was a need for a condensed to-the-point aid in selecting new team members. However, we also felt there was a need to ensure the team and their new member start their journey together on the right foot.

Now more than ever is the time to have a contingency plan, as storms come in many forms! Snow, flood, pandemic, economic uncertainty, and even social unrest, all require a plan. Contingency planning is not about impending doom, it is about continuing to operate during unfavorable circumstances. Be the one left standing, while your competitors are scrambling.

As you're scaling your firm to be more Virtual CFO driven, you still want to provide your clients with the most up to date tax advice, right? Do you feel it’s getting harder and harder to stay on top of it all? If so, tune into The Cleared Diagnostics Tax CPA Success Show, where Dave Danic, Director of Tax Services at Summit CPA Group, now A Division of Anders CPAs + Advisors, shares what’s going on in the tax world. Learn from Dave, host Tom Wadelton, and other special guests as they share updates on current tax law and operational stories from the tax practice of the leading Virtual CFO ...

A podcast for entrepreneurs! We are a husband and wife team running our CPA firm together. We know just how difficult it can be to take your business dream to a reality. Our mission for this podcast is to guide, empower, and educate entrepreneurs in an easy-to-understand way! We want business owners to have the information that they need when they need it, AND without the hefty accounting invoices from a CPA! Follow along for practical advice, tips, and tricks from a CPA who knows what it is like to run a business, and strategies to keep your business thriving from an MBA! We will also show ...

In-depth, honest accounting software reviews capturing the real-life experiences of using particular products.

Marie Torossian, CPA is #your10xcpa, and #notyourtypicalcpa