The Finance & Accounting Show
This is the go-to place for practical insights for business where Accounting and Finance meet Business Strategy. Hosted by Terrell and Lola Turner; Finance leaders with experience from some of the largest companies in the world. On this show, we dive into some of the most pressing topics in business and feature interviews with CFOs, Accountants, and Finance experts from around the world as they share lessons learned and best practices.
Episodes
Why Patience is Key to a Successful Marketing Strategy
Why Patience is Key to a Successful Marketing StrategyIn this episode, Terrell discusses the importance of patience and consistency in building an effective marketing strategy. He shares a personal analogy of planting a garden to illustrate how growth takes time – similar to developing a solid brand and customer base. Terrell provides insights on how he adapted his marketing efforts during the COV
Why I Choose Focus Over Boundaries in Business
In this episode of The Finance and Accounting Show, Terrell A. Turner, CPA shares a candid take on why he doesn't follow the traditional advice of setting strict boundaries in business. Instead, he explains his personal approach—extreme focus—inspired by lessons from his military upbringing.Terrell dives into how this focus-driven mindset helps him manage priorities, protect his time, and sta
Spotting Red Flags: A Tax Fraud Investigation Insight
In this episode of the Finance and Accounting Show, we dive into a real-world tax fraud case involving Steven T. Mellinger III, who conducted a $106 million fraud scheme over nearly a decade. Learn how the IRS uncovered this massive scam, the mistakes that were made, and the key red flags accountants and firm owners need to watch for. Our AI hosts, Fin and Ally, break down the details and share pr
Tax Tea: How the IRS Cracked a Dark Web Fentanyl and Crypto Money Laundering Ring
Welcome to the Finance and Accounting Show! In the first episode of our weekly 'Tax Tea', we delve into an official IRS press release detailing a dark web drug case involving fentanyl, cryptocurrency, and money laundering. Discover how the IRS Criminal Investigation (IRS-CI) unit played a pivotal role in unraveling this operation by following the money trail. Learn about the methods the
Mastering AI: Three Key Barriers and How to Break Them
In this episode, we discuss the top three reasons why businesses fail to successfully implement AI. These reasons are ignorance, fear, and cost. We provide practical examples and solutions for overcoming these challenges, including how AI can improve processes, help with hiring, and enhance marketing strategies. We also address common fears about data security and job loss, and offer insights into
Why We Took a 13 Month Break
In this episode, we address why we had to take a 13-month break from our podcast to focus on fixing significant scalability issues in our business. Despite our steady growth, problem-solving demands outpaced our expansion, signaling a critical need for reevaluation. We delve into the areas of staffing, client success, and sales pipeline problems and emphasize the importance of strategic planning t
Navigating Professional Careers: Accounting versus Finance at NCCPA
In this episode, we delve into the debate between Accounting and Finance that took place at the North Carolina CPA Society Business and Industry Conference. Terrell A. Turner, CPA and Chris Word, CPA discuss the distinct paths and benefits of each field, drawing from their professional experiences. They explore the key highlights of their careers, discuss the hiring roadmap from education to CFO r
Finance vs Accounting: Which Path to Choose?
In this episode of the Finance and Accounting Show, we dive into the evolving landscape of accounting and finance. With over 60% of CPAs nearing retirement and new technology changes impacting the industry, we discuss whether finance is becoming more favorable over accounting. Our hosts Terrell A. Turner, CPA and Chris Word, CPA reflect on their experiences over the past five years, emphasizing th
4 Questions to Skyrocket Accounting Success
These 4 questions will help you grow a more successful business. Each week we have the opportunity to share a question of the week and during March, we focused on some of the most critical topics that every firm should consider if they want to grow. Here are the four topics that we discussed 1) Firm Goals, 2) Your Strategic GPS, 3) Your Pricing Strategy, and 4) Your Capacity Analysis. In this epis
What's Next in Accounting? Unveiling Secrets to Firm Innovation and Success
Why are you arguing over pricing? Here is the thing Accounting Firms should never have to argue over pricing when it comes to working with your clients. Now if you do find yourself in a bit of a back-and-forth over pricing this conversation with Arun Mehra could be very helpful for you.Check out our YouTube page for the video version of this podcast: https://www.youtube.com/@thefinanceaccountingsh
Double Your Accounting Firm's Revenue in Just 12 Months
Feeling stuck with your accounting work? You're not alone. Many accountants and firms are looking for a change. This video cuts straight to the chase, showing you how to get back on track and grow your business in 2024.We'll share a straightforward strategy that helped us move from $350K to aiming for $600K in revenue. It's not magic; it's about making smart decisions, focusing
Strategies for Effective Leadership in Accounting Firms
Can a business really create a balance between value for the company and value for the staff? In light of mass company layoffs, social media chatter, and several published articles it appears that many organizations are struggling with doing what is right for the business vs doing what is right for their people; but should this really be a conflict? We sat down with a veteran business owner and le
The Hidden Influence of CFOs in Shaping Business Futures
Why are so many businesses being destroyed by the silent killers? When it comes to starting, growing, or maintaining a mature business, the worst thing that you can do is ignore your risk, because if you do these risks will become the silent killers of your business. Most people tend to think about the obvious risks but the truth is that the most dangerous risks are the ones that most people don&a
Business Lessons from Paris Experience + Other Updates
Exploring Unique Insights: Business Lessons from Terrell's Paris TripDiscover Fresh Perspectives: Applying Lessons from Paris to Enhance Your BusinessGet ready for a distinctive twist in this episode. Terrell has just returned from Paris, and we're excited to share the invaluable business lessons he gained from this experience. Learn how you can implement these insights to elevate your b
How to Make Good Data Driven Business Decisions
Data-Driven vs. Emotion-Driven Business Decisions: Striking the BalanceEmpower Your Business: Leveraging Data for Informed Decision-MakingAre your business choices guided by intuition or data-backed insights? Are you assisting your clients in making choices driven by emotions or data?In this episode, we uncover three essential tools that your business can employ to facilitate prudent data-driven d
How is My Business Making Money But I Don't Have any Cash to Show For It?
Unveiling the Mystery: Tracking Your Business ExpenditureAnswering the Age-Old Query: "Where is my Money Going?"One of the top queries we frequently address from our clients is, "Where is my Money Going?" The frustration is palpable - putting in substantial effort to generate revenue, only to find minimal cash in the bank at the end of the month. The answer lies in the paramoun
The F*** Word in Accounting
Honesty in Client Services: Unveiling the F*** Strategy TrendExploring the Impact and Ethics of the F*** Strategy in Accounting and BookkeepingAre you inadvertently misleading your clients? Lately, the F*** strategy has gained traction among accountants and bookkeepers as a means to expand their service offerings.But is this approach genuinely aligned with your clients' best interests?Share y
The Perfect Balance Between Hiring At The Right Time and Not Waiting too Long to Hire
Exploring the Impact of the $22/Hour Minimum Wage Announcement in CaliforniaStay Informed: The Latest Job Market News and its Relevance for BusinessesThe job market has surged into the spotlight, with recent news of California advocating for a $22/hour minimum wage rate.In our ongoing commitment to address the queries in the minds of business owners, we tackle questions like:"What does this s
What Every Business Owner Should Learn from Peloton
Learning from Setbacks: Business Insights from Peloton's Revenue ShiftDiscover Lessons from Peloton's Journey - Record High Revenue to a ~$1.2 Billion Loss@Peloton recently faced a substantial ~$1.2 Billion loss, a significant deviation from their projected forecast. But how does this story relate to you as a business owner?In this episode, we unpack the significance of:Analyzing Custome
Use This Service to Vet Prospective Customers & Increase Your Bottom Line
Optimize Customer Relations and Business Revenue with Complimentary ServicesEnsure Quality Customer Interactions and Boost Revenue PotentialAvoid the headache of dealing with mismatched customers. While the saying goes, 'the customer is always right,' they might not always be the best match for your business.Imagine if there were a way to assess potential customers and simultaneously inc
Automation; An Essential Key to Growing Your Business and Bottom Line
"Want to know one of the BEST ways to keep your business stagnant? Don't automate - automation is a necessary step for actual scaling, and in this episode, we share some great tools that we've used to help scale and grow our business. https://www.businesstalklibrary.com/stuffyourbookkeeperisnttellingyou #business #bookkeeping #sybity #financeforbusinessowners "
Should I Be Leveraging Outsourcing to Scale My Business?
Navigating Business Outsourcing: Finding the Right FitDiscover the Benefits and Considerations of Outsourcing for Your BusinessCurious about the strategic applications of outsourcing for your business? Join us for this week's episode, where we delve into the nuances of outsourcing, examining its advantages and potential drawbacks.For insights into when and where outsourcing can make a signifi
How to Improve Your Business Profitability by Building Solid Processes
Boost Your Business Profitability: The Power of Strong ProcessesUnlocking Profit Growth Through Effective Process ImplementationSeeking ways to enhance your business's profitability? Look no further than establishing robust processes.Processes play a pivotal role in creating a business that operates seamlessly, sparing you headaches and unnecessary challenges.Discover more in this week's
How to Improve Your Profitability through Cost Effective Planning
Beyond Frugality: Maximizing Business ProfitabilityThe Pitfalls of Solely Cutting Costs for Business SuccessWe've all heard the adage, 'Spend less money.' While it holds true for personal finances, applying the same logic to your business operations might jeopardize your profitability.Dive into this week's episode for invaluable insights. Discover the hidden truths your bookkee
How to Create and Sustain Your Business Profitability with Smart Pricing
Unlocking Business Profitability: Gain Insights for Informed PricingAssess Your Business's Profitability and Unveil the Power of Smart PricingAre you aware of your business's profitability? It's a query that often leaves business owners stumped. Grasping your business's profitability is pivotal for strategic pricing decisions.But what does it mean to engage in smart pricing?Dis
Bookkeeper vs Accountant vs CPA
Choosing Between Accountants, Bookkeepers, and CPAs for Your BusinessUnderstanding the Distinctions and Identifying Your Business's RequirementsThe selection of an Accountant, Bookkeeper, or CPA can be puzzling for business proprietors. Gain insights into these roles and determine the ideal fit for your business.In this week's episode, we unravel the differences and guide you through the
How to Protect Your Business From Embezzlement & Fraud
Safeguarding Your Business: Preventing Embezzlement and Financial LossEmbezzlement - a threat no business owner should overlook.Discover proactive steps to shield your business and spare yourself from the ordeal of recovery.Join us in this week's episode where we delve into 'Strategies for Protecting Your Finances and Business Against Embezzlement'. Gain insights to fortify your def
Why Understanding Inflation and the Supply Chain is Critical to Your Business Surviving
Demystifying Inflation: Why It Matters for Your Business | #CFOGamePlanLately, the term "Inflation" has been making waves. But let's break it down - What exactly does it mean for YOU? Why is it worth your attention, and how can you equip yourself with enough knowledge to make well-informed decisions for your business?Tune in to this week's enlightening episode of #CFOGamePlan,
Four Things that Can Improve Your Business Cashflow
When it comes to cash flow, every business has to keep a close eye on this or at least have a process for monitoring the trends in its cash flow. In this episode, we discuss Four Ways to help improve your business's cash flow - check out the full episode at the link below.#business #cfogameplan #businessfinance #financeforbusinessowners
Positioning your Business for a Profitable Merger with Jody Grunden
So how do you position your business for a multi-million dollar merger? Well, we sat down with the founder of Summit CPA to hear about his journey and the story of how the Summit and Anders CPA merger came about. We also discuss some common mistakes that business owners make that stop them from being an attractive company that could be worth buying. Every business owner needs to understand this th
Things They Don't Teach Ministers About Finances ft. Bob Dye
Like any other organization, churches need bookkeeping support, and with the uniqueness of tax treatment, they must have the proper help from the right accountant. In this episode, I sit down with Bob Dye, CEO of Good Sheperd Bookkeeping, as we talk about his journey and how he helps provide churches with the financial insight they need to manage the resources they've been entrusted with effe
What is Really Going on with ESG ft Sandra Vera-Munoz
What is happening regarding ESG (Environmental Safety & Governance)? In this episode, we decided to go to one of the leading research institutes on ESG and speak with Dr. Sandra Vera-Munoz. This award-winning professor has been consistently recognized and published in respected publications from the late 1990s to her latest writings of the summary 2022. In this conversation, we discuss how ESG
What is Data Analytics as a Service (DAAS) and How We Should Be Using It with Laura Gebauer
We are all swimming in a world of opportunity, but often, that opportunity is hidden within the Data. This is why what Laura Gebauer and the rest of the team at BerganKDV are doing in their growing data analytics services is essential. Unlock the next level of opportunity in your business with better data analyticsCheck out the full video interview at businesstalklibrary.com/thefinanceandaccountin
How To Automate Your Accounting Firm The Right Way with Korey Cournoyer
When it comes to accounting firms and automation, how do you do it? We sat down with Korey Cournoyer of GrowthLabs because they are making things happen in the automation space for business owners and other accounting firms. Korey shares critical tips for what makes a successful automation process and what often leads to an unsuccessful effort.Check out the full video interview at businesstalklibr
Helping Shape The Accounting Experience of The Future with Chase Birky
The Accounting industry is in the middle of a massive change, and there are some critical industry leaders like Dark Horse CPA, co-founded by Chase Birky, who are leading change for the better. In this conversation with Chase, we discussed his experience and the role that Dark Horse has played and will continue to play in helping shape the accounting experience of the future.Check out the full vid
Where's My Money and More featuring My Water Cooler Talk with Aiwyn
When it comes to making sure you get the money that you deserve, there are some very critical things you can do, and technology is an essential part of that process, so check out this conversation that I had with Aiwyn on the conversation Check out the full video interview at businesstalklibrary.com/thefinanceandaccountingshow.#businesstalklibrary #accounting #finance #businesscontent #business
Accountants on the Big Screen with Dave Ashworth
What would a Hollywood-produced show about Accountants look like? Join Dave Ashworth and me as we discuss the PBC Accounting show. Check out the full video interview at businesstalklibrary.com/thefinanceandaccountingshow.#businesstalklibrary #accounting #finance #businesscontent #business
How to win an Unfair fight with Taylor Grant
What would happen if one of your clients made an insurance claim and it got denied? How much would that hurt their business, and what would you even do about it?This is why trusted business advisors like yourself need to know people like Taylor Grant. Public adjusters like him learn how to get involved and help you and your clients "be made WHOLE" so you can get back to running your busi
Preparing for the New Age of Accounting with Roger Knecht
Is the accounting industry ready to accept its new reality? Prepared or not, the market is demanding change when it comes to accounting services, so we sat down with Roger Knecht, a dynamic thought leader in the accounting industry who is helping bookkeepers, accountants, and finance professionals adapt to the new demands of the industry so they can thrive and build profitable accounting firmsChec
A Conversation with the 2022 Xero Accounting Partner of the Year Jason Robinson
How do you go from messaging a few friends on Facebook to building a National Firm recognized as an Accounting Firm Partner by a multi-billion dollar company in just a few years? Well, this is not the typical story for everyone. Still, it is the story of Jason Robinson of Future Advisory of Australia, and we dive into his story to share great insights.Check out the full video interview at the busi
Financial Modeling That Works w/ Lance Rubin
Business Talk Library sits down with Lance Rubin; Founder of Model Citiznhttps://www.modelcitizn.com/
Job Costing With an Expert ft Brooke Swan
How do you find your niche type of client? Well, we sat down with Brooke Swan to learn about her experience and how she became a master of Job Costing regarding bookkeeping and accounting for Trades related businesses.Check out the full video interview at the businesstalklibrary.com/thefinanceandaccountingshow.#businesstalklibrary #accounting #finance #businesscontent #business
Fueling A New Era of Strategic Finance with Joe Garafalo
What if you had all of the essential data to build a TRUE financial forecast in one System? How much better would your life be as a Finance Leader or FP&A professional if you had a system like this? Well, we sat down with co-Founder Joe Garafalo to learn more about the Mosaic. Tech Strategic Finance Platform.Check out the full video interview at the businesstalklibrary.com/thefinanceandaccount
How to Navigate the Change in Lease Accounting with Greg Kautz
Do you understand what has changed with Lease accounting? Do you have a good process for managing your lease agreements? These are serious questions that both private and publicly traded businesses have to think about and answer, and the truth is if they don't have the right solution, it will be a nightmare. We sat down with Greg Kautz of Black Owl Systems to get a few tips on some things hel
What if You Could Predict the Future? ft Chris Riley
What happens if your business grows too fast? If a company goes bankrupt, does that mean that it is worthless? All these are essential questions that a great FP&A expert can help you answer. We sat down with Chris Reilly to talk about his experience assisting major and mid-market companies in navigating the complex reality of business and how he helps them simplify financial strategies that le
The Best Way to Not Grow Your Business with Alyssa Lang
You will never really GROW & SCALE if you do not have systems.Usually, accountants stay away from definite statements, but I stand behind this wholeheartedly, and so does my good friend Alyssa Lang. Alyssa and I had a great discussion about why so many business owners and professionals are hitting a wall and getting stuck.Check out the full video interview at the businesstalklibrary.com/thefin
The Business, Balance & Bliss Journey with Amy Vetter
Do you feel like you have Work-Life Harmony?If we are honest, most people would probably say no, and part of that is because we have never taken Amy Vetter's advice on separating our beliefs and desires from what others have told or instructed us to believe.In this conversation, I sit with Amy Vetter, a CPA, Yoga instructor, and Technologist, as we discuss the real challenges of working, buil
DAD Jokes in Accounting with Lukas Sundahl
Its true - technology has transformed the accounting industry so this isn't your Dad's version of accounting, but that doesn't mean we don't have room for a few DAD JOKES. We sat down with Lukas Sundahl because he is a non-traditional accountant that is bringing humor to the study and understanding of accounting through content creation. Enjoy the episodeCheck out the full inte
Risky Business w/Jock Wols
Do you have the right Cyber Security Risk Protections for your business that you should? Well, if your like most Law Firms, Bookkeepers, or Accounting Firm owners, your answer is likely "I am not sure," so we brought on a great guest Jock Wols to help break this down and talk about some of the common gaps that exist in your average firms Cyber Security and Professional Liability protecti
What Does Profit First Really Mean with Ron Saharyan
It is sad to say this, BUT most business owners work extremely hard for FREE. When most people start a business, they practice this strange habit of not thinking about profitability. They are so focused on paying expenses first that there is often not enough money left over to enjoy as a profit.This is why we sat down with Ron Saharyan to understand what is Profit First is and what a Profit First
What is FP&A and Why does it Matter with Christian Wattig
What is FP&A and why are so many people in Accounting and Finance starting to talk about it?For many people, FP&A (Financial Planning and Analysis) is one of the most attractive options to:1) Move your career forward or 2) Develop a solid strategy towards profitability for your business. We sat down with Christian Wattig to help shine light on why FP&A should be a key focus to help mov
This Ingredient is Essential for Finance Transformation ft. Francesca Valli
Can you really achieve finance transformation without "Change Management"? Truth be told, there is quite the debate about this topic, so we sat down with an expert who really knows Change Management and finance transformation to see what she had to say about the topic and Francesca Valli did not disappoint. Francesca shares great tips and an inside look at what has made the difference fo
What is FP&A and Why does it Matter with Christian Wattig
What is FP&A and why are so many people in Accounting and Finance starting to talk about it?For many people, FP&A (Financial Planning and Analysis) is one of the most attractive options to:1) Move your career forward or 2) Develop a solid strategy towards profitability for your business. We sat down with Christian Wattig to help shine light on why FP&A should be a key focus to help mov
Navigating the Growing Pains of Scaling a Business with Martin Vidakovic
So how do you scale a business and build a culture where your team is 4x more successful than the industry average? To get a great answer to this question, we sat down with Martin Vidakovic, a 2x veteran of building and successfully exiting a business that performs well above the industry average.Check out the full interview at the businesstalklibrary.com/thefinanceandaccountingshow.#businesstalkl
Navigating the Growing Pains of Scaling a Business with Martin Vidakovic
So how do you scale a business and build a culture where your team is 4x more successful than the industry average? To get a great answer to this question, we sat down with Martin Vidakovic, a 2x veteran of building and successfully exiting a business that performs well above the industry average.Check out the full interview at the businesstalklibrary.com/thefinanceandaccountingshow.#businesstalkl
Building My Own Accounting Software with Ben Taylor
One of the challenges that a lot of small businesses have---> Find a solid system to help them effectively manage their inventory. The truth is most accounting software just isn't great at it. However, there is a new option that business owners love, so we sat down with the founder and CEO of SoftLedger @Ben Taylor to learn about how his platform is solving this problem and so much more.C
Accounting vs FP&A with Chris Ortega & Paul Barnhurst
Should you make the move from Accounting to FP&A?This is a multi-million dollar question, and it's a bit much for me to answer alone so, I brought two friends along, Chris Ortega Fresh FP&A, and Paul Barnhurst The FP&A Guy. Stay tuned as we dive into some of the pros and cons of both Accounting & FP&A.
Do you Have the Right Finance Partner with Chelsea Williams
Finding the right finance partner for your business is critical and truth be told it's not always easy.In today's conversation, I sat down with Chelsea M. Williams 💵⚖⏱the founder of Core Solutions Group and firm that some would say is my direct competitor but I would call her a friend and inspiration.We dive into some of the critical topics that you need to know if you are going to find
Is Your Money Emotional?
Is your money in it's feelings? On this week's episode we share something a bit lighter from an episode we did on the RETV network on how people feel about money and our perspectives on handling money where your personal and professional life is concerned.
What is Your REAL Business Model with Ed Kless
What is your business model? If you are like most people this is probably a long answer. My advice? Listen to Ed Kless explain this concept in about 1 sentence and I promise when you understand what he is saying - the strategy to achieve your biggest business goals will become clearer than ever before. Ed does an amazing job of challenging us to think past the self-sabatoging approaches that many
How to Improve Your Payment Collection Rate - Terrell & Lola
"30% of Small Businesses are negatively impacted and spend an average of 15 days each year chasing payments alone" - waveappsCash collection is often a hot topic for many businesses - Why?Because a business without a good consistent cashflow will eventually dieIn this week's episode, we discuss how you can improve your business collection rate. What are your thoughts on relationship
Building Your Business on the Stories Prospective Clients Want to Hear With Martin Bissett
What is the biggest reason why accountants are struggling to grow a successful practice? This is the great question that every accountant should ask so we brought Martin Bisset the founder of a Daily Accounting Podcast that is helping hundreds of Firms overcome this challenge and realize new levels of success.
From Marketing to Being a CPA w/Susan Bryant
What happens when a trained marketer becomes a CPA? Well we sat down with Susan Bryant to hear her phenomenal story and understand how she took her technical marketing background and became a world-class CPA that is helping tons of business owners develop effective tax planning strategies.
Should You Fire Your Bookkeeper and Find a Better One w/Matt Remuzzi
Every month bookkeepers are being fired, and Matt Remuzzi explains why. Matt is the owner of an amazing bookkeeping firm that has grown from 1 person to over 55 people and has successfully been in business for over 20 years. He has seen a lot of mistakes and in this conversation, he shares some of the top reasons why a business does and should fire its bookkeeper.
How to be The Lady CFO with Jajuan Williams
If you are thinking about building an accounting firm - do you know the major mistakes to avoid or what are the most common problems that lead to burnout? ...These are all questions that amazing business owners like Jajuan Willams have learned to answer as they built phenomenal businesses so you definitely want to tune into this interview to hear about great tips that can help you build a better m
Scaling the Virtual CFO Business to $15M+ In Revenue with Adam Hale of Summit CPA Group
How do you build a Virtual CFO firm that has the ability to truly scale beyond $15M in annual revenue? Well, what you need to do is check out Summit CPA Group and learn from all of the lessons that Adam Hale and the team share about their own journey. To give you a head start we sat down with Adam to discuss some of the key lessons learned - enjoy the conversation!
From Bankruptcy to Financial Freedom w/Bethany Finch
How do you go from bankruptcy to financial freedom and a newfound credit history that allows you to access capital and funding to build a real-estate empire?Well, we sat down with Bethany Finch as she dives into her story, lessons learned and discusses the amazing Credit Hack tool that is helping so many entrepreneurs and business owners develop a more solid financial foundation for growth and fre
Automating Financial Reporting w/ Anita Koimur Co-Founder of LiveFlow
Financial reporting and analyzing the results of your business is probably one of the most critical steps to creating and keeping your business profitable. Unfortunately, most businesses don't have the right tools to do this (especially small businesses). Recently we started using LiveFlow and it has taken our month-end reporting process from 2 hours per client down to 20 minutes per client.
How Global Trends will Impact Accounting and Financial Services in 2022 w/Alex Baulf Senior Director, Global Indirect Tax at Avalara
Do you know how VAT's and GST's will impact your businesses strategy, do you have a process for making sure they do not disrupt your business, well if you are not sure then you should definitely check out this interview as we dive into an exciting conversation with Alex Baulf as he enlightens us on top concerns and solutions that every business who is looking at an International strategy
2022 Changes to Sales & Use Tax You Need to Know About with Liz Armbruster; SVP of Global Compliance with Avalara
The way that you run your business has changed and that change is only getting faster but a very serious question we should be asking is this - Are you prepared to stay compliant with the changes in the area of Sales and Use Taxes. We sat down with Liz Armbruster the SVP of Global Compliance with Avalara because she is constantly on the front end of Sales & Use tax changes that are coming dow
The Evolution of Cloud Accounting with Chad Davis
Did you know that Hot Tubs and BBQ hold a secret to business success? In this interview, we discuss that and we speak with Chad Davis to discuss the new and BEST way to find the right Accounting & Finance job opportunities, companies can find the best talent and candidates can find the best employer fit. Enjoy the interview and seriously pay close attention to the Hot Tubs and BBQ conversation
The Four Most Common Problems That Business Owners Have with their Accountants
The 4 most common problems that business owners have with their accountants are: 1) Communication - they don't know how to help me understand my numbers they can't communicate well which eventually leads you to avoid your numbers. 2) Timeliness - not able to get a good response in a timely manner 3) Ignorance - they don't understand how to actually run a business and 4) Blindspots
A Profitable Firm that Scales with Ryan Lazanis of Future Firm
How do you build a scalable and profitable accounting firm? Well, one way to do it is to get in touch with Ryan Lazanis of Future Firm. In the early 2000's Ryan was one of the first accountants to launch a cloud-based firm which grew so well that it was eventually acquired by a larger international firm and now he is sharing all of that insight with the Future Firm community and us in this ep
Bringing the "Big Financial Picture to Your Business" with Jeff Badu, CPA
In this episode, we talk to Jeff Badu CPA about the importance of fitting your Big picture Financial Goals into your overall business strategy. Enjoy the episode. Jeff Badu is a parallel entrepreneur and a wealth multiplier. He’s a Licensed Certified Public Accountant (CPA) and the founder and CEO of Badu Enterprises, LLC, which is a multinational conglomerate that owns several key companies. His
Helping Cannabis Owners Save Money and Stay Compliant with Mark Waller, CPA and Betsy Morem, CPA
How do you prepare your clients for an evolving and ever-changing industry? Check out my interview with Mark Waller and Betsy Morem Founders of Morem & Waller, CPAs on how they're helping their clients stay compliant which achieve financial clarity.
How to Build an Effective Financial Strategy w/Diane Gardner, CFP®, CDFA
Which financial strategy is more important, your Business or your Personal Life?Ok...that is a little bit of a trick question because both of these strategies are so intertwined that you should not make them compete/fight with one another. We sat down with an amazing financial advisor Diane Gardner CFP, CDFA, and had a great discussion talking about how she helps expose business owners and individ
How Often do Your Customers Brag About You? Lydia Desnoyers, Owner DesCPA Business Advisory
How often do your clients go to social media and openly brag about how much you helped their business grow?Recently I saw a post from a fellow CPA that had nothing but great things to say about Lydia Desnoyers because Lydia took the time to help her develop the mindset and a few key strategies that led to her first 5 figure client contract. After seeing that post I said I have to have Lydia on the
From Wall Street to Main Street with Bill Hampton AFSP, CFEI, RFC - Tax Strategist & Founder of Hampton Tax and Financial Services, LLC
What would make you leave Wall Street and head to Main Street?This week we sat down with a gentleman that started his career on wall street but along the way some things happened which led him to shift his attention to leave Wall Street and start building a tax services business with his partner. Many might ask why would you leave wall street, well Bill Hampton tells us in this interview.Check out
How to Properly Forecast For Your Business
When it comes to making decisions good and insightful DATA is King but how do you take the data you have and use it to drive your business to success?Enjoy the full episode!
Leveraging Technology to Grow Your Business with Megan Higgins - VP/GM E-Commerce & Marketplaces at Avalara
Are you compliant with the latest rules on Sales & Use taxes?As you work to evolve your business and ensure that you can still thrive in the new world of business this is an important question that you should be asking yourself. To help you answer this question we sat down with Megan Higgins the VP/GM eCommerce and Marketplaces at Avalara because she has a wealth of insight and knowledge on th
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