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NJCPA IssuesWatch Podcast

New Jersey Society of CPAs

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This timely podcast from the New Jersey Society of CPAs covers the latest issues impacting CPAs and accounting professionals in New Jersey. Topics range from legislative initiatives to accounting and auditing updates to economic issues and more.
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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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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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John Garrett’s research involves asking professionals, "Who else are you beyond your job title?" Accountants, consultants, lawyers, engineers, and other professionals everywhere are doing hobbies and passions after they leave the office. We discuss why these outside-of-work interests matter and how they've impacted their career.
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Tune in to Construct-ive Conversations, hosted by Brown Edwards CPAs. Gain valuable insights on various trends impacting the construction industry in addition to accounting, tax planning, and financial management to help your business thrive in today's complex landscape.
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Beyond Bitewings

Edwards & Associates, PC

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Beyond Bitewings focuses on helping dentists with the business side of dentistry. Our podcast episodes are a mix of outside experts, and discussions within our own team of CPA's, financial planning, and business experts. This is the podcast for those looking to strengthen your dental practice, run a practice more smoothly, and increase your take-home pay.
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Welcome to the Knowing What Counts Podcast, your go-to resource for expert financial guidance tailored to high-net-worth individuals and thriving businesses. Hosted by the experienced professionals at MP CPAs, this podcast dives deep into strategies that help you protect, optimize, and grow your wealth. From tax planning and wealth management to business strategy and financial decision-making, we bring you the tools and insights to navigate your financial journey with confidence. Tune in and ...
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Future-Proof

Bill Sheridan of MACPA

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How should you future-proof your organization and your career in a complex and chaotic world? Host Bill Sheridan, thought leader with the Maryland Association of CPAs, gets answers from some of today's most forward-thinking thought leaders.
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Welcome to The Smarter Accountant Podcast, a unique podcast for CPAs and accountants who are ready to take their careers, businesses and lives to the next level. This is the podcast where brain science meets accounting, revolutionizing the way you approach your professional and personal growth. We believe that success in accounting goes beyond numbers and spreadsheets—it's about understanding your unique accountant brain and leveraging that knowledge to achieve extraordinary results. Are you ...
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This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients. On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap. This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkee ...
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The Growth Minded Accountant

Lee Reams II from CountingWorks PRO

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Hosted by Lee Reams II and CountingWorks PRO, "The Growth Minded Accountant" is your go-to podcast for independent tax and accounting pros ready to level up. We’re here to show you how AI, digital marketing, and cutting-edge tools — the kind that only the big guys had access to — can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, an ...
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How can I increase the value of my business? How can I increase profitability in my business? Is it possible to balance owning a successful business with living the lifestyle I desire? Welcome to the Cultivating Business Growth Podcast, where we answer all of those questions and MUCH MORE! We host weekly discussions designed to help you grow your business AND create the lifestyle you desire. Elevate your business with proven strategies from CPAs and business advisors. We discuss real-world c ...
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The Small Firms Philosophy podcast has become “Transforming: tales of Business Evolution", a monthly show designed for firms of any size and scale, exploring innovative operating methods that help organizations adapt to a changing landscape. Hear from industry leaders sharing their experiences of reshaping their business models, delving into the dynamic world of business transformation, and inspiring you to explore new ways to evolve your own organization. "Transforming" started in November ...
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Federal Tax Updates

Roger Harris, EA and Annie Schwab, CPA

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CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
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Main Street Business

Mark J Kohler and Mat Sorensen

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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
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Core CPAs & Advisors

Core CPAs & Advisors

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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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Valuation Podcast.com - A video and audio podcast on all topics concerning business owners and valuations. Melissa Gragg is a Business Valuation Expert in St. Louis and the host, she interviews CPAs, company valuation experts, testifying experts, marketing experts, divorce expert witnesses, estate planning experts, management consulting experts, strategic planning experts, business lawyers and covers business topics pertaining to company owners and attorneys. http://www.ValuationPodcast.com ...
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WealthAbility® for CPAs

The Rich Dad Media Network

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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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Award-winning Colorado divorce attorneys, Ryan Kalamaya and Amy Goscha, provide an approachable, insider view to divorce, parenting, relationships, and breakups. Episodes will include conversations with experts such as custody evaluators, CPAs, mediators, and family law judges. Listeners can expect to receive tips, tactics, and a frank conversation about some of life's toughest topics. Many people think that divorce is like climbing a mountain. Ryan and Amy have guided countless clients to t ...
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Welcome to the Generally Accepted Accounting Podcast (GAAP, for all you accounting nerds) produced by Casey Peterson, LTD. We’re a firm of CPAs and financial advisors based in Rapid City, South Dakota. We talk tax, finance, accounting, audit, data analytics... and a bunch of other topics that sound REALLY boring, but that we’re gonna make hip and cool. Or we’ll try, anyway.
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Are you a financial professional struggling with your marketing? Do you want to find ways to simplify your marketing? Ready to learn how to integrate marketing into your everyday life? In this podcast, I’m keeping it real about the ups and downs of this entrepreneurial rollercoaster while giving you marketing strategies, ways to humanize your brand content through storytelling, and work-life integration tips that will help you on your entrepreneurial journey. I’m Bianca Smith, the founder of ...
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Slash Tax

Heidi Henderson

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Slash Tax is your go-to podcast for legal tax strategies, powerful incentives, and tax-advantaged investments. Hosted by Heidi Henderson, this show is designed for high-income earners, business owners, real estate investors, and CPAs who want to cut tax bills, keep more cash, and build lasting wealth. Each episode brings expert insights, actionable strategies, and real-world examples—helping you take control of your financial future.
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Taxes Made Simple

Dark Horse CPAs

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Essential tax knowledge every entrepreneur and investor should know, delivered in bite-sized chunks. Join host Justin Kurn and Dark Horse CEO, Chase Birky, for all of your need-to-know tax info.
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But Who's Counting?

Anders CPAs + Advisors

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You're focused on making important decisions to take your company to the next level, but who's counting? We are. Counting on trends and insight to move your business forward, operationally and strategically. Focused on helping executives achieve their highest potential, But Who's Counting is a podcast shedding light on and breaking down critical issues and opportunities for businesses in our rapidly changing economy. Brought to you by Anders CPAs + Advisors.
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Future Focused: Sophisticated Estate Planning

Wiggin and Dana LLP's Erin Nicholls and Michael Clear

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Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
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You’re Overpaying the IRS—By $50K, $75K, Maybe Even $100K+… Every. Single. Year. This podcast will show you how to stop. If you’re a powerhouse woman entrepreneur or part of a husband-wife business duo, you’ve probably been told: ”That’s just what you owe.” That’s a lie. And it’s costing you a fortune. I’m Tiffany Phillips—CPA, tax strategist, and the go-to partner for entrepreneurs who are done playing small with their money. I’ve helped clients save hundreds of thousands using my 85-point ...
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The 15-Hr Accountant Podcast is a podcast for accountants, CPAs, bookkeepers and fractional CFO who are starting (or thinking about starting) their own accounting practice. The podcast focuses on the key building blocks of a hyper-lean, six-figure-plus profitable accounting firm that allows for work-life balance. The perfect podcast for accountants who want to balance parenthood, grandparenthood, easy into retirement, or recover from burnout!
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Poised for Exit

Julie Keyes

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Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a g ...
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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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WealthWaveNOW™

Tom Mathews

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WealthWaveNOW™ with Tom Mathews is the official vision and strategy podcast for WealthWave & TheMoneyBooks and features in-depth discussions on how to succeed as a financial entrepreneur and educator. Learn more about WealthWave & TheMoneyBooks and our vision, mission and systems at wealthwave.com and howmoneyworks.com. “Today a listener, tomorrow a better leader!” - Tom Mathews WealthWave Leadership Center & TheMoneyBooks Learning Center World Headquarters: 3030 Royal Blvd. South, Suite 200 ...
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Unfiltered Profit

Caitlynn Eldridge and Seanna Asper

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Are you tired of financial advice that’s outdated, overly complicated, or just flat-out wrong? If you're a business owner or high-income earner trying to scale ethically, pay yourself well, and actually keep more of what you make, then you already know the traditional accounting world isn’t built with you in mind. That’s where Unfiltered Profit comes in. Hosted by CPAs, military spouses, and founders of Prospera Strategy — Caitlynn Eldridge and Seanna Asper — this podcast is here to pull bac ...
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Connecting Cannabis is a B2B-content podcast tailored for business professionals in the cannabis industry. The series provides content for both cannabis retailers and brands hosting the prominent individuals in the space. Owners of distribution services to cannabis CPAs, Connecting Cannabis aims to provide value to all of our listeners.
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Accounting for Change

Oracle Corporation

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Continuous innovation is a key factor in successful businesses. Companies that thrive are ones that can reinvent themselves. In this show, Kimberly Ellison-Taylor, the 104th Chair of the American Institute of CPAs, and Tansy Brook, the Senior Director of ERP Innovation at Oracle, speak with forward-looking business leaders on how you can adapt, lead change, and promote a culture of innovation in your organization.
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The CPA MOMS Podcast

Nicole Kehl, Community Manager at CPA MOMS

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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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Metcalf Money Moment the Podcast

Jeb Graham, Ethan Hutcheson, & Eric Wymore

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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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Struggling to make outsourcing work for your CPA firm? In this episode, host Laurence Whittam introduces the Mastering Outsourcing course—built from years of experience helping firms overcome offshoring challenges. Whether you’re exploring outsourcing or trying to improve your current strategy, this episode gives you the roadmap you’ve been missing…
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In this episode of Growing Your Firm, host David Cristello welcomes Dave Olsen, founder of an accounting firm and Nimbl Staffing. Dave shares his unique journey in the accounting industry, discussing the success of his staffing service and his exciting new venture into IT services for accounting firms. The conversation delves into the strategies be…
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In this episode, Mac Christian sits down with Erik Gillam, CPA and Agriculture Practice Leader at Aldrich Advisors, to unpack the complex (and often overlooked) financial and accounting challenges facing modern agricultural operations. Whether you're running a family farm, overseeing a multi-million-dollar ag enterprise, or advising landowners on s…
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Ash welcomes Antoinette Bone, an estate planning attorney and founder of the Law Office of Antoinette Bone, PLLC. Antoinette shares her experience from a background in the Air Force JAG Corps to working with business owners and dentists on estate and trust planning. She breaks down the importance of having a comprehensive plan for dental practice o…
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Have you ever looked up at the end of the day and thought, “Where did all the time go?” You were busy—maybe nonstop—but somehow it still feels like you didn’t get enough done. The to-do list is still long, the inbox is still full, and you’re still feeling behind. So what gives? If you’ve been trying to do all the right things—wake up early, block y…
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Is Profit First really helping your business—or just making you feel in control while you're still bleeding cash? Many business owners believe that opening multiple bank accounts and following strict percentages will automatically lead to profitability. But here's the truth: Profit First is a system—not a strategy. And if you’re applying it without…
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Are you working harder, selling more, and still wondering where the heck your money is? If you think growing revenue will automatically grow your profit, think again. This is one of the most dangerous myths in small business—and it’s draining your time, your energy, and your bank account. Most entrepreneurs are scaling broken systems with bloated o…
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Ever wonder why your business is "profitable" on paper—but your bank account tells a different story? If your accountant only shows up once a year to file your taxes and smile reassuringly, you're not just missing out on strategic financial insight—you’re flying blind. Too many business owners assume that hiring a CPA means their finances are cover…
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Think that write-off is saving you money? Or is it secretly draining your cash? Too many business owners treat tax deductions like free money—spending thousands just to lower their tax bill, thinking it’s a smart financial move. But here's the truth: you’re still spending real cash, and in most cases, you're saving way less than you think. In this …
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Is your bookkeeping helping you grow—or just helping you survive tax season? Most business owners think if their books are categorized and their CPA can file their taxes, they’re “good.” But in reality? That’s the bare minimum. The truth is, if your bookkeeping isn’t giving you strategic insight, timely cashflow visibility, and clear reports—you’re…
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In this episode of Poised for Exit, we sat down with John Schwalbach, partner and financial advisor at Freedom Financial Partners, to talk about how financial planning plays a critical role in the success of any business exit. John brings a unique perspective as both a financial expert and entrepreneur. He shared stories from his work with business…
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Good news: the tax code just made business debt far more valuable. In this episode, we explain how the permanent return to EBITDA rules can give you thousands back in interest deductions—and unlock smarter growth strategies. You'll learn how to combine bonus depreciation, Section 179, and the new interest deduction rules to scale your business fast…
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Marketing doesn’t have to take over your calendar or your sanity. In this episode, I’m breaking down how you can keep your marketing simple, sustainable, and actually doable in just 10 minutes a week. No complex funnels. No 27-step plans. Just real, consistent visibility that fits into your life as a financial pro. Here’s what I cover: Why you don’…
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This episode of The Growth Minded Accountant hosted by Lee Reams II, focuses on building a "Referral Growth Engine That Runs Itself." It emphasizes that referrals are the most profitable lead source and can be generated through a repeatable process using existing tools like an inbox and calendar, without needing ads or AI. The podcast outlines a 4-…
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Mark Kohler and Mat Sorensen are back for another Open Forum episode of the Main Street Business Podcast — answering real tax, legal, and wealth-building questions from listeners across the country. In this episode, they cover advanced strategies and insider tips for: The Mega Backdoor Roth: How it works and who can use it Maximizing vehicle deduct…
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This isn’t your average tax update. In this MAXCast™, we fed the full text of our analysis of the newly signed One Big Beautiful Bill Act (OBBBA) into MAX — our AI-powered assistant — to extract, summarize, and analyze the biggest tax reform in years. What did MAX find? Refundable credits. Big retirement shifts. Small biz perks. And more than a few…
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Are you ready to step up your fraud detection game? Following three years of research, the AICPA’s Auditing Standards Board has proposed updates to the Statement on Auditing Standards regarding auditors’ responsibilities related to fraud. Get an overview of the proposal. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa…
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Washington DC tax expert Thad Inge joins the show again for a deep dive into the Big Beautiful Bill. He breaks down the tax legislation that extends TCJA provisions and introduces new benefits like tax-free tips and overtime. Together with Annie and Roger, they explore the surprising speed of the political process, the complex implementation challe…
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Did you know your past innovation work could still earn you huge tax savings? In this episode, we unpack how the updated R&D tax rules can help you unlock up to $200,000 in retroactive deductions—even if your business isn't in tech. Learn what qualifies, how to reclaim missed credits from 2022–2024, and how smart entrepreneurs are using this to fun…
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Note: If you’re enjoying The Smarter Accountant Podcast, you’re going to love the new weekly Smarter in 5 Minutes episodes. In this week’s short episode, I’m talking about something every accountant deals with—tasks that never seem to get done. If you keep moving things from one day to the next, it’s probably not the task itself that’s the problem—…
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In this episode of our "What I’ve Learned" series, Nicole Kehl sits down with CPA and entrepreneur Nikki Bushaw to explore the twists and turns of her journey from regional firm accountant to founder of her own successful practice, Absolute Accountant. Nikki shares the mindset shifts that fueled her leap into entrepreneurship, the challenges of man…
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This week we look at: Conservation Easement Deductions: A Critical Review of Rock Cliff Reserve, LLC Portability Election Pitfalls: A Deep Dive into Estate of Rowland and DSUE Requirements Understanding Equitable Tolling in Tax Court: Insights from Boechler, P.C. v. Commissioner A Critical Review of Veribest Vesta, LLC v. Commissioner of Internal R…
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In this episode, we break down a powerful 2025 tax law that could save your business a ton of money. Thanks to changes in Section 179, you can now write off up to $2.5 million in equipment this year. That’s real tax savings—plus a big edge over your competition. You’ll learn what Section 179 is, what counts, and how to use it with bonus depreciatio…
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AI is a Tool. A Negotiation Expert is a Weapon | Negotiation Strategy & Deal-Making Hi, welcome to ValuationPodcast.com, a podcast and video series about all things business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert based in St. Louis, Missouri. Today, I’m talking to Christine Nicholson, a multi-award-winn…
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When’s the last time you really looked at your calendar—not just to check what’s next, but to read between the lines? Is it packed from morning to night? Is it filled with meetings and tasks for everyone else? Or is it mostly blank… and somehow still stressful? Here’s something you may not have thought about: Your calendar isn’t just a tool—it’s a …
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In this week’s episode of Poised for Exit, we sit down with Jacob Petersen, a board-certified M&A intermediary who breaks down what really makes a business attractive to buyers. Jacob shares his journey from accounting to business brokerage and explains how he helps privately held business owners understand and increase the value of their companies…
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The SEO game has changed—and most tax and accounting firms haven’t caught up. In the age of ChatGPT, Perplexity, and Google’s AI-powered results, only a few sources get cited. The rest? Ignored. In this episode, Lee and Rebekah reveal how to become the firm that AI search engines trust and reference. 🔎 You’ll learn: Why AI search isn’t about keywor…
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There’s a powerful tax deduction most business owners miss—and it just got even better in 2025. In this episode, I walk you through how to use this new rule to unlock big tax savings and protect your business cash flow. You’ll learn how this deduction fits into your 2025 tax planning, why most accountants ignore it, and how to apply it before year-…
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Dave Olsen, founder and CEO of Nimbl, shares how his passion for mountain biking has played a transformative role in his happiness, resilience, and approach to work. Dave began biking as a practical means of commuting during his time at BYU, but it quickly developed into a favorite release and source of therapy, helping him ground himself and train…
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Marketing can feel like it’s built for extroverts: bold colors, bold claims, big personalities. But if you’re a quiet thinker (especially if you’re a financial pro), this episode is for you. You don’t have to shout to stand out. Seriously. In this episode, I break down: Why “quiet marketing” works for financial pros What your ideal clients are actu…
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Discover how to supercharge your business with expert financial strategies on this episode of Metcalf Money Moment! Hosts Jeb, Ethan, and Eric welcome Brent Taylor from KC CFO Services, who shares game-changing insights on fractional CFO services. Learn how to delegate effectively, plan for business growth, and navigate business exits with confiden…
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President Trump just signed the Big Beautiful Bill into law — and it’s packed with tax breaks for small business owners, real estate investors, and everyday entrepreneurs. In this episode, tax attorney Mark J. Kohler and attorney Mat Sorensen break down the most useful strategies you can implement right now to save big. Here’s what you’ll learn: Ho…
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Tune in to Construct-ive Conversation's 10-part mini-series, where we’re discussing how you can avoid the top ten pitfalls in construction accounting. In each episode, we dive into a pitfall and discuss ways a CCIFP can help implement solutions. Explore how cultivating a positive company culture transforms construction businesses from the inside ou…
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Get a rundown on what’s included — and not included — in New Jersey’s $58.8 billion budget for fiscal year 2026. Topics discussed: Overall thoughts on the budget from the business community’s perspective Tax increases Assistance to businesses Property tax relief Maintaining a budget surplus Impact of the One Big Beautiful Bill Act on New Jersey Res…
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Tax professional data breaches have exploded in 2025, with 327 reported incidents affecting over 342,000 taxpayers in just half a year. Glenn Gizzy, a 36-year IRS veteran now specializing in data breach prevention, reveals the sophisticated tactics criminals use to infiltrate tax practices. From phishing emails disguised as client referrals, to hac…
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This week we look at: Recent Developments: Interpreting the Johnson Amendment in Tax-Exempt Status Litigation An Examination of Contract Formation in Tax Court Settlement: Insights from Arden Row Assets, LLC Jurisdictional Imperatives in Tax Court: A Case Study on Timeliness and Last Known Address Expanding Horizons: Potential Changes to Disaster T…
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You can now write off up to $100,000 in equipment—no loopholes, no stress. In this episode, I break down how Section 179 and bonus depreciation work under the new 2025 tax rules. You’ll learn how to use this deduction for vehicles, tools, tech, and more—and how it fits into your small business tax strategy. This is real CPA advice that helps you sp…
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In this Smarter in 5 Minutes episode, I’m sharing one powerful sentence that can help you stop overthinking in its tracks. If your brain tends to replay conversations, second-guess decisions, or spiral before deadlines, this short episode is for you. Just one simple mindset shift—less stress, more focus.…
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Confidence might not be the first skill that comes to mind in accounting, but it could be the most powerful one. In this episode, Nicole Kehl sits down with CPA MOMS founder Mayumi Young to explore the quiet epidemic of self-doubt among women in the profession. They unpack how imposter syndrome, lack of representation, and perfectionism often hold …
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In this episode of the National Land Podcast, host Mac Christian sits down with Richard Cook and Madison Durkin of Ag Lending Group, a Phoenix-based agricultural lending firm with deep roots in farming and finance. From surviving debt during the Carter-era interest rate hikes to advising distressed ranchers across the country, Richard shares the ha…
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What do wealthy entrepreneurs look at every month? In this episode, I reveal the four core numbers that drive business growth and smart tax planning. You’ll learn how to use these numbers to make sharper money decisions, build stronger small business finance habits, and plan with intention—not guesswork. If you're ready to get strategic with your n…
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Ash welcomes Jennifer Christensen, co-founder and CMO of Beacon Media and Marketing, to discuss the role of artificial intelligence in modern marketing for dental professionals. Jennifer shares her journey as an early adopter of AI, highlighting how new technologies have reshaped client search behaviors and what this rapid shift means for dental pr…
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Have you ever started the day with a plan, only to end up wondering where the time went? Do you ever feel like you’re working nonstop but still falling behind? Are you tired of feeling like you’re busy all day but not making real progress? If so, you’re going to want to listen to this week’s episode of The Smarter Accountant Podcast. In this episod…
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In a recent Forbes article, Paul Peterson, CPA, CEO and managing partner of Wiss, wrote that if you were designing the accounting profession from scratch today, it wouldn’t look anything like the version most firms are still trying to maintain. Paul joins us for a discussion about how firms are adapting to the changes in career expectations, shifti…
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