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Essential listening for anyone thinking about pursuing their CPA license, this is the official podcast for the CPA Exam brought to you by the AICPA. Contact us at NextStopCPA@aicpa-cima.com.
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CPA CAREER PATHS

Rosey Flaherty, CPA, MSA

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Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.
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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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CPA Life

John Randolph

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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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Co ćpać po odwyku

Żulczyk i Strachota

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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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The Unique CPA

Randy Crabtree, CPA

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Over more than five years and 200 episodes, The Unique CPA has blossomed from “just an accounting podcast” into a community of thriving accounting professionals. With personal fulfillment and energizing, passionate work at the top of our list of priorities, we’re keeping you at the forefront of the changing face of public accounting through conversations fascinating leaders who understand that the one constant in the accounting profession is change: Change in our approach to the demands of t ...
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Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.
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Do you owe back taxes to the IRS or your state government or have unfiled tax returns? Then this is the podcast for you! Every Monday, Wednesday, and Friday, Logan Allec, CPA — owner of A+ BBB-accredited tax resolution firm Choice Tax Relief — explains exactly how to get tax relief for your back tax debt. Would you like a FREE tax relief consultation with Logan's company, Choice Tax Relief? Schedule your consultation now by calling 866-8000-TAX!
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Join your host, Laurence Whittam, on a groundbreaking podcast journey tailored for the modern accounting professional. ”Business Beyond Borders” delves deep into the world of accounting, offering a fresh perspective that transcends traditional boundaries. Each episode is a treasure trove of knowledge, focusing on trends, strategies, and the transformative power of staffing, outsourcing, and offshoring. Why This Podcast? - Explore Beyond Borders: Uncover the potential of global staffing solut ...
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Growing Your Firm 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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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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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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The CPA MOMS Podcast

Dawn Goldberg, CPA, 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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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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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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It's CPA Time

It's CPA Time

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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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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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CPA Tech Talk

Mike Skinner

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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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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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CPA

Anthony

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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

Mark Sutcliffe, CPAC

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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

Yaeger CPA Review

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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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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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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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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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CPA firm management software

Accounting Practice Management

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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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Hi. My name is John. I am a website specialist. I began website architecture 15 years prior. The initial 2 years I worked in a little studio, at that point went to outsourcing. Presently I work at https://biggico.com/ My principles are the means by which I turned into a fruitful architect. I begin working toward the beginning of the day, so I have additional time I generally take a shot at the outcome so as not to re-try it. Configuration is continually beginning to draw on paper. The princi ...
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An unscripted and shamelessly uncensored podcast that aims to normalize therapists in private practice becoming wealthy. Somewhere along the way, society decided that therapists who make the world better should be broke and large humans who can displace inflatable equipment should make 9 figures. Yeah, hard pass on that (pun intended). There’s a lot they don’t teach you in graduate school about running a private practice and Robert Whittley is here to help. He gives you great, practical tips ...
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Firms with client experience programs see 19% higher growth rates, according to ClearlyRated study. Gear Up for Growth With Jean Caragher For CPA Trendlines Creating a truly differentiated client experience can be the key to standing out in a profession defined by trust, service, and technical excellence. That’s the message from Mitchell Reno, dire…
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👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores if Trump’s tariffs are actually going to do what he says they are going to do, and if so - how will they affect small business owners with his…
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Send us a text 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... Take our free Tax Planning Checklist & learn about what tax savings may be available fo…
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Are you extremely behind on your S Corp and personal taxes? What is the solution? I may have one for you in today's episode... 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 -TikTo…
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In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Matt Tait, founder and CEO of Decimal, a firm that leverages AI and technology to enhance accounting operations. Matt shares his journey from being a lawyer to creating a client-centric accounting experience, emphasizing the importance of technology in streamlining workflows …
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Mike Whitmire returns to The Unique CPA to share his unique perspective on the profession on Episode 213. The co-founder and CEO of FloQast, Mike talks to Randy about the expansion and shift in responsibilities for controllers and others within accounting, going beyond traditional functions to include operational efficiency and strategic planning. …
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Hey everyone, Rosey Flaherty here! 🎧 In this episode, Marcus Rien, CPA, Fractional/Interim CFO & COO, joins Rosey Flaherty to talk about what it takes to build a meaningful and flexible career in today’s accounting landscape. ✅ Why patience is one of the hardest but most essential entrepreneurial traits ✅ How Wave CPAs is helping reduce admin load …
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Let’s talk about something that often gets overlooked when life gets busy—how your home feels. I don’t mean how clean or organized it is. I mean whether it feels like a soft place to land after a long day or just another place filled with demands and noise. This matters because your home should be more than just a roof over your head or a place to …
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Is Private Equity the Future of CPA Firm Growth—or Just a Risky Shortcut? In this episode of Everything CPA and Private Equity, Frazier & Deeter’s Jeremy Jones and Seth McDaniel join Phil Whitman and David Wolfskehl to reveal how their firm went from cautious observers to confident partners with General Atlantic. It’s an honest, behind-the-scenes l…
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Discover what a typical day looks like in your dream career—insights, experiences and expert advice await! Are you ready to dive into the exciting world of accounting? Join us for the informative "Q&A with a CPA" podcast series to gain valuable insights into the world of accounting, highlighting the motivations, responsibilities and essential skill…
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Ronnie Withaeger’s journey in Accounting has led him to currently running five businesses, including a sauna, and he talks to John Randolph about doing things his way on Episode 69 of CPA Life. The owner and founder of Ronald Withaeger CPA in Las Vegas, Ronnie started his career at a traditional firm but ultimately established his own practice focu…
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Learn how to protect your time, energy, and sanity in a world of nonstop pings. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In a profession that’s long celebrated overwork as a rite of passage, the Accounting ARC podcast team flips the script. In a recent episode, hosts Liz Mason, CPA; Donn…
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In this episode of Growing Your Firm, host David Cristello welcomes K.C. Eames, the Director of Client Accounting Services at Dark Horse CPAs. The conversation delves into the complexities of pricing in client accounting services (CAS) and the nuances that make it both an art and a science. K.C. shares insights about the unique structure of Dark Ho…
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Send us a text What are you thinking about as far as tax planning as we reach the mid-point of 2025? While we eagerly await finalized legislation, we're focusing on foundational tax reduction methods that require little cash outflow while delivering substantial benefits. Some topics discussed with our clients and in this episode include... • August…
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High-net-worth clients are urged to act before the estate tax exemption expires in 2025. Quick Tax Tip With Art Werner CPE Today A key provision of the Tax Cuts and Jobs Act (TCJA) is approaching its expiration date—and Art Werner, J.D., M.S. Tax, is sounding the alarm for advisors and their wealthy clients. In the latest episode of the Quick Tax T…
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“I am begging firms: do not let go of your DEI&B initiatives. It is a mistake.” MOVE Like This With Bonnie Buol Ruszcyk For CPA Trendlines In a wide-ranging and deeply personal conversation on the Move Like This podcast, Sandra Wiley, president of Boomer Consulting, shares powerful insights about the evolving culture of the accounting profession an…
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Use AI to work smarter and connect deeper. The Disruptors With Liz Farr Jacob Schroeder, founder of Ascend Consulting, is clear-eyed about artificial intelligence. He doesn’t see it as a silver bullet or a threat. Instead, he sees it as a catalyst that helps accountants get back to what matters most: being human. “AI is not the solution. It's a too…
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A notice of intent to levy is quite a scary thing to see. Does it mean your paycheck's life is over though? 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 …
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What exactly does your financial state need to be in order to qualify for an offer in compromise? Do you have to be broke and out of your luck? 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 -Ti…
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As the first woman CEO of PICPA, Cryder shares how she’s tackling the CPA pipeline crisis and why it’s time to re-evaluate long-standing licensure rules. Accounting Influencers with Rob Brown In this episode of Accounting Influencers, Jen Cryder, CPA, CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA), opens up about her unex…
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Stop billing. Start thrilling. Gear Up for Growth With Jean Caragher For CPA Trendlines In a persuasive new episode of Gear Up for Growth, powered by CPA Trendlines, Paul Dunn – four-time TEDx speaker, cofounder of B1G1, and longtime champion of transformational leadership in the accounting profession – delivered a clear call to action for firm lea…
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Send us a text If you have any interest in learning how we can help you win the tax game, go to prosperalcpa.com/apply. Also check out our free tax planning checklist and mini course at taxplanningchecklist.com. Money mindset directly impacts our business decisions and financial success, often in ways we don't consciously recognize. Mindset coach R…
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Turn communication breakdowns into trust-building moments. Transformation Talks With Donny Shimamoto Center for Accounting Transformation In the latest episode of Transformation Talks, host Donny Shimamoto, CPA.CITP, CGMA, leads a powerful discussion on “assumed discrimination”—the cultural collisions that happen when others project bias onto someo…
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👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores the skills Baby Boomers need to not only be successful with AI, but also transform their small businesses with his guest and AI specialist, Ta…
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What should you do if you live in your car and make minimum wage? Is it in your best interest to file your taxes? Here are my thoughts as a CPA! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ If you want to see more… -YouTube: / @loganallec -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @logana…
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The retirement planning hack can be a secret weapon for tax-free growth. Quick Tax Tip With Art Werner CPE Today When most people hear “HSA,” they think of medical expenses and high-deductible health plans. But in the latest episode of Quick Tax Tip, tax educator and attorney Art Werner urges tax professionals—and their clients—to look deeper. Clic…
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After years in corporate roles, Samantha Hallburn created a firm where people come before profits—and business thrives because of it. The Disruptors With Liz Farr Samantha Hallburn, founder of PBS Accounting and Tax, didn’t set out to be an accountant. After a progression through sales, marketing, HR, PR, and a stint as ops manager for a telecom co…
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On Episode 212 of The Unique CPA, Randy Crabtree digs into an extraordinary alternative firm model with Jacob Schroeder, the founder and CEO of Ascend Consulting. In addition to balancing multiple businesses, Jacob’s entrepreneurial journey has been informed by his passion for innovation and invention in the context of the accounting profession. Ja…
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What can you do to protect yourself from the IRS and their actions? This may just be the solution you are looking for! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ If you want to see more… -YouTube: / @loganallec -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec -Facebook: Choice Tax…
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Hey everyone, Rosey Flaherty here! 🎧In this episode, Marcus Rien, CPA, Fractional/Interim CFO & COO, joins Rosey Flaherty to explore how excellence, when practised consistently, can shape your career, leadership, and impact in the world of accounting. ✅ Why striving for excellence is about consistency, not perfection ✅ How to avoid burnout while st…
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“We’re afraid to communicate, we’re afraid to speak up.” The Concierge CPA With Jackie Meyer For CPA Trendlines In a profession known for long hours and technical precision, Amy Vetter, CPA.CITP, CGMA, CSP, RYT, offers a refreshing message. There’s more to success than climbing the traditional career ladder. More Jackie Meyer The founder of the B3 …
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Life as a working mom can be nonstop, can’t it? There’s always another task, another deadline, another person who needs your attention. Somewhere in the chaos, it’s easy to lose sight of what makes you feel good. Maybe you’ve thought about taking a break or even dreamed of a spa day or a quiet weekend, but the idea fades because it feels like too m…
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"This is your chance to make a real difference." Accounting Influencers with Rob Brown Millions of accountants and bookkeepers are stuck in a cycle of overwork, undercharging, and undervaluation. In this episode of the Accounting Influencers podcast, Adam Lean, CEO and co-founder of TheCFOProject.com, delivers a wake-up call: The compliance model i…
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Is AI replacing marketers—or finally making them effective? In this episode of Business Beyond Borders, Laurence Whittam talks with Kristofer Lenz, Founder of Kailos Marketing Lab, about how AI is reshaping marketing for CPA firms—and why most firms are still missing the mark. In this episode, you will be able to: • Discover how AI accelerates cont…
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Have your circumstances changed while in an installment agreement? Are you able to change your financial plans with the IRS? Find out now! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ If you want to see more… -YouTube: / @loganallec -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec -…
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PE doesn't have to strip your culture. With Jean Caragher For CPA Trendlines On a recent episode of Gear Up for Growth, powered by CPA Trendlines, Aprio CEO Richard Kopelman offered a behind-the-scenes look at what’s powering his firm’s remarkable trajectory—from a traditional CPA firm to a diversified advisory powerhouse. In conversation with Jean…
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Send 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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“Leaders should model respect, not just expect it.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In the age of digital disruption and hybrid work, professional etiquette often feels like an afterthought. But in the latest episode of Accounting ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.…
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In this episode of the Growing Your Firm podcast, host David Cristello welcomes Alan Whitman, the former CEO and chairman of Baker Tilly. Alan shares his remarkable journey of transforming Baker Tilly from a $475 million firm to a $1.5 billion powerhouse. Throughout the conversation, Alan describes how businesses can thrive – largely by prioritizin…
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👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki's CPA, and apply to the WealthAbility Accelerator today! Join Tom Wheelwright as he explores how the disruption in the IRS will affect you, your tax compliance, and your risk of getting audited with guest and Senior Analyst, Garrett Wa…
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Is Private Equity Killing Quality in Accounting? Let’s Set the Record Straight. In this episode, join David Wolfskehl, Phil Whitman, and special guest Reyes Florez as they address one of the most talked-about concerns in the industry: Does private equity hurt quality? The answers may surprise you. In this episode, you will be able to: •Understand w…
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Are you looking to readjust your IRS payment plan via an offer in compromise? Can you do this while in an installment agreement? Find out now! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ If you want to see more… -YouTube: / @loganallec -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganall…
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Treat cryptocurrencies like the next dot-com bubble. Quick Tax Tip With Art Werner CPE Today As cryptocurrencies continue to infiltrate everyday investment portfolios and client conversations, seasoned tax educator and CPA Art Werner offers a stark warning to practitioners: “Crypto concerns me—and I think it should concern accountants.” Click here …
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“The real question isn’t whether a firm is diverse enough. It's whether the people in that firm feel like they truly belong there.” MOVE Like This With Bonnie Buol Ruszcyk For CPA Trendlines In this episode of MOVE Like This, host Bonnie Buol Ruszczyk and guest Donny Shimamoto, CPA.CITP, CGMA, explore the complex landscape of diversity, equity, and…
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Flexible schedules, remote culture, and ‘durable skills’ are reshaping the accounting profession. The Disruptors With Liz Farr The traditional accounting firm model is under pressure—and The Disruptors podcast is highlighting the pioneers who are rewriting the rules. In this episode, host Liz Farr talks with Jean Zick, CEO and co-founder of Juna Fi…
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Randy Crabtree goes in-house with Tri-Merit’s Barry Devine, a veteran in the specialty tax incentive space, on Episode 211 of The Unique CPA. Renewable energy tax credits have come to the forefront as a way for nonprofits to fund community-strengthening projects, and Barry pulls from his extensive experience in leveraging these credits and incentiv…
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Is Private Equity Really Putting CPA Firm Quality at Risk? That’s what a recent Wall Street Journal article suggests—but is it the full story? In this episode of Everything CPA and Private Equity, David Wolfskehl, Phil Whitman, and Dave Kells dig into the growing conversation around quality control in accounting firms backed by private equity or st…
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Is the IRS after your passport or already has it? Can you get it back by getting in an installment agreement with the IRS? Find the answers you are looking for now! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/ If you want to see more… -YouTube: / @loganallec -Instagram: @ChoiceTaxRelief @LoganAl…
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Hey everyone, Rosey Flaherty here! 🎧 In this episode, I sit down with Jeff Wilson II, CPA/PFS, CFE, CGMA, CDFA, to talk about why stepping back is sometimes the most powerful step forward. From stress management to cultural awareness in leadership, Jeff shares how intentional breaks, mentorship, and mindset fuel long-term success. Whether you're bu…
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"If you're not putting your clients into retirement plans, you're missing one of the biggest value-adds in tax advisory." The Concierge CPA With Jackie Meyer For CPA Trendlines In a recent episode of The Concierge CPA, host Dr. Jackie Meyer welcomes back David Podell, CEO and founder of Business Benefits Consultants, for a deep-dive on retirement s…
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