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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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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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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All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
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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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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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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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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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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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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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JROBIN CPAWIFE
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Podcast by American Conservative Union
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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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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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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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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: NextStopCPA@aicpa-cima.com
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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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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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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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Judge Jeanine Pirro FULL SPEECH- CPAC 2017 audio English
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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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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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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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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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David Spence: Create a Tax-Free Retirement in Economic Uncertainty | The Concierge CPA
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47:08Explore the rising threat of national debt, future tax hikes, and how Americans can prepare. The Concierge CPA With Jackie Meyer For CPA Trendlines The U.S. is hurtling toward an economic reckoning, and most Americans are dangerously unprepared. That’s the warning delivered in the latest episode of The Concierge CPA podcast, where host Jackie Meyer…
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#340 - Finding Your Tribe - The Importance Of Friendships As A Busy Working Mom
22:53
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22:53Think about the last time you laughed so hard with a friend that it felt like a weight was lifted off your shoulders. When was the last time you felt truly understood without having to explain yourself? These are the kinds of connections that can keep us grounded, even when life feels chaotic. Yet, for so many moms, it feels like friendships belong…
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IRS Notice CP90: What It Is and What to Do If You Received One
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22:39Did IRS Notice CP90 just hit your mailbox? Here is your guide to knowing everything about it! Listen 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 Relief // Lo…
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Data That Will Actually Help Your Business
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25:59👉 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 to best analyze data from your business to better grow your company and better serve your customers with his guest, analytics expert and b…
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EP 89 - Hidden State Tax Traps Every Business Owner Must Know
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16:06Send us a text Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com 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…
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Navigating the Accounting Landscape: Explore Leadership
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36:20Randy Crabtree is joined by Annette Wehrli of Effectivity Consulting on Episode 206 of The Unique CPA to talk about aligning business strategy with people strategy. They discuss the significant challenge many accounting firms face: transitioning professionals from technical experts to effective leaders, the importance of identifying the right leade…
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Ep 17: Tariffs, Markets & M&A: A Wake-Up Call for CPA Firm Owners
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16:15Worried about how tariffs and market volatility could impact your CPA firm’s future? In this special episode of Everything CPA & Private Equity, David Wolfskehl and Philip Whitman dive into how rising tariffs and stock market volatility are impacting the M&A landscape and the mindset of CPA firm leaders. In this episode, you will be able to: •Under…
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🚀 Takeaways: Embracing technology is essential for future growth in accounting. Work-life balance is achievable with intentionality and discipline. Trust is foundational in professional relationships. Continuous learning is key to staying relevant in the profession. ✨ This episode is proudly sponsored by Chapman University's Argyros School of Busin…
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65 - Retirement Plans Aren’t Just for Retirement: How to Use Solo 401(k)s to Build Net Worth & Save on Taxes
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42:32In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer discusses recent tax news and insights with David Podell, Founder of Business Benefits Consultants. They explore the implications of the IRS's expansion of the free file program, the impact of smaller tax refunds on clients, and the hiring of new auditors. The conversation shifts to ret…
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56 - What Every CPA Firm Needs to Know About Operational Strategy
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32:28Are you focusing too much on outsourcing and not enough on what’s happening inside your firm? In this episode of Business Beyond Borders, Laurence Whittam sits down with Tavi Meketon to spotlight the Profit Team—a powerhouse group of operational leaders helping CPA firms become more efficient, forward-thinking, and future-ready. In this episode, yo…
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Behind the Recruiting Curtain: A Deep Dive with John, Rachel and Marcus
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55:54Episode 65 of CPA Life is a particularly special episode—a re-broadcast of John Randolph’s appearance on Who's Really The BOSS with Rachel and Marcus Dillon of Dillon Business Advisors! In this collaboration, John shares insights into the recruiting landscape in public accounting from his perspective as Principal at Benaiah Consulting, delving into…
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Artur Rawicz: Wreszcie odpowiadam, zamiast pytać
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1:22:29👉 poodwyku.pl - KUPUJ NASZE KSIĄŻKI Cześć Kochani! Witamy w kolejnym odcinku naszego podcastu. Dzisiejszym gościem jest Artur Rawicz, dziennikarz muzyczny i pionier polskiego podcastingu, który podzieli się swoją niezwykłą historią radzenia sobie z uzależnieniem. W tej rozmowie Artur opowiada o swoim siedmioletnim ciągu uzależnienia od marihuany, z…
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Hannah Munro: Leading Change in Our New VUCA Environment | Accounting Influencers
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25:10“If you think change is hard, try not changing and see what happens.” Accounting Influencers with Rob Brown In part one of this Accounting Influencers podcast, special guest Hannah Munro, managing director of transformation consultancy with ITAS and host of the CFO 4.0 podcast, joins the conversation to unpack the realities of change and transforma…
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If You Owe the IRS $150,000 Can You Still Get a Payment Plan?
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5:12Do you owe a big amount to the IRS? Are you worried about getting into a payment plan? This episode may put your mind at ease! 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: Ch…
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IRS 10-Year Statute of Limitations: Still Running While Unable to Pay?
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3:26If you are under CNC status with the IRS, does your CSED stop or keep going? It's important to know this answer... 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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Secrets to Staying Relevant Revealed | Gear Up For Growth
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56:03Hall of Fame leaders share the lessons, mistakes, and trends shaping the future of firm growth. Gear Up For Growth With Jean Caragher For CPA Trendlines In a special episode of Gear Up for Growth, four Hall of Fame members from the Association for Accounting Marketing (AAM) reunite to reflect on how accounting marketing evolves—and to deliver advic…
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He Successfully BEAT The IRS's 10-Year Statute of Limitations!
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3:33Are you holding out hope for your tax debt expiring? How realistic is this? 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 Relief // Logan Allec, CPA -…
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Shaky markets. Panicky clients. Accountants, it’s your time to shine. Accounting ARC With Liz Mason Center for Accounting Transformation President Donald Trump’s tariff announcement has sent shockwaves through the business community—and accountants are on the frontlines of the fallout. In the latest Accounting ARC podcast, Liz Mason, CPA, and Ron B…
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Does a Disabled Person Have to File Back Taxes?
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2:13If you have a disability, do you have to file back taxes? Here is what the IRS says... 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: Choice Tax Rel…
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343 17 Reasons CPAs Overwork: Conventional Wisdom is Missing the Boat
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12:25Overworking and thinking about hiring? Many assume adding staff is the cure, but unless you first solve for all the systems and mindset-related reasons you overwork, your overwork will stay with you no matter how many people you hire. In this episode, I share 17 ways I see CPAs keeping themselves working extra hours. Remember, freedom is on the oth…
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Art Werner: How Donor-Advised Funds Empower Strategic Giving | Quick Tax Tip
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3:18Unlock the full value of charitable contributions with one of the tax code's most underused tools. Quick Tax Tip With Art Werner CPE Today What if you could give more, support your favorite causes for years to come, and still walk away with a sizable tax deduction—all in one smart move? Click here for more Art Werner That’s the opportunity donor-ad…
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Will a Loan Denial Letter Help With Your Offer in Compromise?
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2:34Are you looking to submit an offer in compromise, but you have equity in your home? Will submitting loan denial letters help? Let's see... 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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Liz Scott: Why Bookkeepers May Beat CPAs in the Race to Advisory Work | The Disruptors
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1:04:54The real value of accounting isn’t in the numbers but in the conversations we’re not having. The Disruptors With Liz Farr Liz Scott, like many other Disruptors, prefers keeping her firm small. “I did try and grow my firm to this million-dollar firm. And I found myself in a spot where I was managing 10 team members, and that's all that I had time fo…
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The IRS Took His Truck, His Money, and 100% of His Paycheck!
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3:24This man got himself into a very unfortunate spot with the IRS. How does this happen and what can someone do to prevent it? 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: Choic…
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Divakar Vijayasarathy: Breaking Barriers and Scaling Success | The Concierge CPA
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53:27"Every problem looks big from a distance, and every opportunity looks small." The Concierge CPA With Jackie Meyer For CPA Trendlines For many, the road to success is paved with incremental progress. For Divakar Vijayasarathy, it was forged through sheer resilience, entrepreneurial grit, and an unyielding vision. In the latest episode of The Concier…
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#339 - Dealing with Judgment and Criticism as a Working Mom
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19:59Have you ever left work at a reasonable time to pick up your kids and felt like you were being silently—or not so silently—judged? Maybe a coworker makes a snide comment, or you get that look from someone as if to say, “Must be nice to leave early.” The thing is, juggling work and family is already hard enough without feeling like you’re under a mi…
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John Fenton: Unlock Your Leadership Mastery | Accounting Influencers
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33:55“Vulnerability takes courage, but it is the foundation of authentic leadership.” Accounting Influencers with Rob Brown In this episode of the Accounting Influencers Podcast, Rob Brown hosts John Fenton, former managing partner at BDO USA, leadership consultant, and “CEO Sensei.” Drawing from his experiences in accounting, athletics, and martial art…
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What Happens If You Don't Pay Taxes and Leave the Country?
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2:53If you owe the IRS taxes, can you get out of it by simply leaving the country? It may not be that simple. Here's 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 …
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EP 88 - Avoid Costly Misinformation & Tax Myths w/ Tom Gorczynski
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46:45Send 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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Kimberly Ellison-Taylor: The Future of Inclusion in Accounting | MOVE Like This
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38:38"True inclusion isn’t about lowering standards; it’s about removing barriers so talent can rise." MOVE Like This With Bonnie Buol Ruszcyk For CPA Trendlines In an era where diversity, equity, and inclusion (DEI) have become increasingly politicized, the accounting profession faces a defining moment. With a growing talent shortage and increasing cli…
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Ep 16: Smaller CPA Firms Are Winning Big in Mergers!
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15:27Are you a $1M–$5M CPA firm thinking private equity isn’t for you? Think again. In this episode of Everything CPA and Private Equity, David Wolfskehl and Phil Whitman dig into why smaller, profitable firms are more valuable than ever—and how geography, succession planning, and firm mindset play a bigger role than you think. In this episode, you will…
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Your Work Systems are Broken! Here's How to Fix It NOW
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34:35👉 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 powerful innovative systems that can provide solutions to problems in your business before it’s too late with his guest, inventor, researcher,…
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The Current State of Accounting Firm M&A W/Todd Steinberg
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35:17In this episode of the Growing Your Firm podcast, host David Cristello welcomes Todd Steinberg, founder and managing partner of Thrive Financial Group. David and Todd dive into the evolving landscape of accounting firm mergers and acquisitions (M&A), particularly the increasing role of private equity (PE) firms as buyers. They discuss key acquisiti…
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Crypto, Cash, or Chaos? The Fallout of an IRS-Free America | ARC
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22:55If visions of the new administration come to fruition, the IRS could also be on the chopping block. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In a recent episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP and CGMA explore the prov…
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Offer in Compromise WARNING: You Must Know This Rule!
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4:40If you are submitting an offer in compromise you should be educated on ALL of the factors that go into submitting it. Head this warning! 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 -Fa…
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342 Drowning in Work? 7 Hidden Time Wasters CPAs Can Eliminate
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9:46Feeling buried in work and like there’s never enough time? In this episode, we’re breaking down 7 simple ways to cut wasted time, work more efficiently, and finally get some breathing room. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the …
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Art Werner: Why Tax Loss Harvesting Deserves a Fresh Look | Quick Tax Tip
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3:42Unpacks the basics—and the big misses—of capital gains planning. Quick Tax Tip With Art Werner CPE Today Many accounting professionals may recall the concept of tax loss harvesting from their very first income tax course. But this seemingly elementary strategy can have powerful implications—and far too many practitioners and clients are overlooking…
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IRS Letter 3172: What It Is and What to Do If You Received One
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4:06Did you receive IRS Letter 3172? Here is everything you need to know about it! 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/L…
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Ashley Francis: AI's a Partner, Not a Replacement: The Disruptors
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1:03:07Don't be a vending machine for tax compliance. The Disruptors With Liz Farr Ashley Francis wants accountants to value their time and expertise. “I want accountants to stop thinking of themselves as just vending machines for tax knowledge and vending machines for tax compliance,” she says. “I'm not the default. You put a quarter in me, and I'm going…
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Bridging the Gap in the Accounting Community
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31:32Randy Crabtree concludes his conversation on community with Nancy McClelland, The Dancing Accountant, on Episode 205 of The Unique CPA. They focus particularly on the vital role bookkeepers play in the accounting world, and the importance of collaboration between them and tax professionals. This, along with creating effective systems, are keys to b…
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IRS ACS Is OVERWHELMED and You Will Need to Follow Up With Them!
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4:06The IRS is extremely hard to get a hold of. What can you do to try and get your PPIA offer through? Find out today! 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 Re…
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Ep.72: Relationship lasts a long time
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25:40Thriving in your career isn’t just about skills—it’s about mental resilience too. Seeking support from a mentor, counselor, or therapist isn’t a sign of weakness; it’s a power move that keeps you focused, motivated, and at your best. Prioritize your well-being, and watch your career soar! 🚀 #careergrowth #mentorshipmatters #mentalresilience #succes…
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Steve Yoss, Quick Tech Talk: Master Financial Forecasting with ETS
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1:50Predict future cash flows effortlessly with Microsoft Excel’s Forecast ETS function. Quick Tech Talk With Steve Yoss CPE Today Dive into one of Excel’s most powerful yet underutilized tools: the Forecast ETS function. Whether you're an accountant, financial analyst, or business owner, this function can transform the way you approach budgeting and f…
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64 - How to Set Boundaries, Avoid Burnout, and Actually Enjoy Busy Season
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39:06In this episode, Dr. Jackie Meyer interviews Amy Vetter, a CPA, yogi, and author, discussing her unique journey in the accounting profession and the importance of finding balance in work and life. They explore the B3 method, practical steps for achieving work-life harmony, the significance of technology in accounting, and the value of advisory serv…
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Rafał Bryndal: Czy naprawdę muszę dorosnąć?
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1:15:34👉 poodwyku.pl - KUPUJ NASZE KSIĄŻKI Dziś gości u nas niezwykle barwna postać, Rafał Bryndal - dziennikarz, wokalista, autor tekstów, satyryk, a także człowiek pełen pasji i energii. Rozmowa z naszym gościem to prawdziwa podróż przez jego życie po odwyku. To morze refleksji na temat trzeźwości i pasji, które napędzają jego codzienność - od muzyki fu…
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#338 - When You're Stuck In A Job You Can't Quit Right Now
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21:05Let’s talk about what it’s like to feel stuck in a job you can’t quit. It’s one of those things that can weigh on you every single day, making it hard to focus on anything else. You might feel like you’re just going through the motions, clocking in and out, while wishing things could be different. Maybe you’ve told yourself, “I have no choice,” or …
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Adopt a Continuous Improvement Mindset to Stay Competitive | Accounting Influencers
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30:14"Embrace change and keep filling your tool belt with the best technology out there." Accounting Influencers with Rob Brown Jim Bourke, a recognized leader in accounting technology and a partner at Withum, shares his insights on the rapid transformation of the accounting profession in a recent episode of the Accounting Influencers podcast. With deca…
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Is the IRS Statute of Limitations Paused During a State of Emergency?
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1:54What happens to your tax debt during a state of emergency? 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 Relief // Logan Allec, CPA -Reddit: u/Logan_A…
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Is It OK If Your Payment Plan Starts AFTER Your Levy Notice DEADLINE?
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2:59Want to set up an installment agreement, but your levy notice deadline is coming up? Here is what you need to do and 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…
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How Top Rainmakers Win Clients | Gear Up For Growth
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47:34Doing great work is no longer enough to ensure client retention. Sponsored by "TurboCharge Your Profits: How to Thrive in the New Economy," by Frank Stitely, CPA, CVA – See Today’s Special Offer With Jean Caragher For CPA Trendlines In a rapidly shifting business landscape, professional services firms face increasing pressure to develop new busines…
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