The podcast for anyone thinking about or currently pursuing the CPA - featuring interviews with AICPA Exams Team staff, NASBA, recent Exam passers, and more. Brought to you by the American Institute of CPAs, the developer of the Uniform CPA Examination®, Next Stop CPA is the official podcast for the CPA Exam. Got a topic idea for us? Email: NextStopCPA@aicpa-cima.com
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If you want to build an accounting or bookkeeping firm that gives you joy, you need to stop, and focus. Learn strategies and best practices for practice management and earn FREE CPE while you're at it!
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CAS Minute, hosted by Roman Villard, CPA, delivers quick and impactful insights for growing and optimizing your Client Advisory Services practice. In each episode, we dive into practical strategies, proven methodologies, and innovative approaches across CAS Sales, Operations, Culture, Foundations, and Marketing. Tune in for concise, actionable advice designed to help you tackle the most pressing challenges in your CAS practice, all in less than 5 minutes.
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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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You are not alone, building a business is hard. This is a podcast to hear from those who have done it before you so you can become the healthy, wealthy and wise entrepreneur you want to be. My name is Paden Squires, and I started out of college working in finance at a Fortune 500 company and hated it- I was bored out of my mind. So I wanted to change my life. I started studying for the CPA exam, listening to podcasts six hours a day; and I took four exams in eight months. I even started my b ...
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Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
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The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Michelle Weinstein - The Pitch Queen, Sales Strategist
The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You’l ...
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Welcome to Do Business with Todd Frazier! Here, we talk about business development strategies, practical tools, and tips to help your business succeed. As a business strategy expert, licensed CPA, and content specialist, Todd Frazier loves talking about what it takes to DO BUSINESS. Stop waiting, start DOING!
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The podcast for the unfulfilled corporate millennial who's dreaming of working for herself. Get your weekly dose of inspiration and motivation to stop settling in your life & career and go after the crazy dream on your heart. You'll hear insights about discovering your passion, overcoming fear & self-doubt, quitting your job and building an online business - straight from Lindsay, the girl who quit her Big 4 accounting job to become an online coach. You'll leave this podcast feeling clear on ...
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The 2 Cents Business Podcast with Joyce M. Washington, CPA: Money isn't the easiest topic to talk about, especially when there's misinformation and a bunch of jargon to contend with. That's why I created the 2 Cents Business Podcast to bust money myths and cover business money topics like budgeting, business planning, business growth, cloud bookkeeping, team building and profitability without all of the bookkeeping and accounting jargon. Join me every Monday to dive into the money & metrics ...
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SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert
Are you unsure of what to do with your business finances? Are you scared you might do something that causes the IRS to come after you? Do you lack confidence in knowing if what you’re doing is correct? Are you desperate for answers for all of your financial questions? In this podcast, you will find financial knowledge and systems to set you free from the mass confusion of small business finances. My mission is to help equip you to have a financially successful small business through financia ...
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In this podcast, powered by eAssist Dental Solutions, Penny Reed interviews dental industry experts on various aspects of the business of dentistry. To learn more about eAssist Dental Solutions, visit dentalbilling.com.
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Listen to In Bloom to hear how Abby Asselin shares her experiences as a 25-year-old CPA and content creator to help inspire others to do what they love and live a life authentic to their values. In Bloom Podcast covers the highs and lows of becoming the best versions of yourself and all the lessons learned in the process of blooming where you are planted.
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Filmmakers Academy presents two of the film industry’s most unique and reliable podcasts for professionals who work behind the camera. We explore the latest trends, interview industry leaders, and offer leadership and lifestyle guidance tailored to fit the needs of filmmakers. Stop what you’re doing this very moment and subscribe to Filmmakers Academy to watch LIVE episodes for free on the FA Platform! While full audio episodes are available on Spotify and Apple Podcasts, you can watch past ...
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#321 When Your Revenue Dries Up Overnight with Minnie Lau, CPA
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom What do you do when the market throws your business a giant curve-ball and your revenue streams dry up overnight? Minnie Lau CPA shares the good, the bad, and the ugly of …
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47 CAS Marketing: Intuit Connect Preview - Building a Brand for Growth
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Got a question? Text me! On today’s episode of CAS Minute, we dive into key insights from my session at Intuit Connect on building a brand for your CAS practice. We’ll explore what defines your brand identity, why it's important to maintain consistency across the entirer client experience, and build trust through transparency. Tune in to learn how …
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151 \\ 10 Essential Tips to Master State Sales Tax and Avoid Costly Mistakes
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In this episode, we dive into the often confusing world of state sales tax. If you're unsure about when to charge sales tax, what the rules are, or how to stay compliant, we’ve got you covered! I’ll walk you through 10 key things every business owner needs to know about state sales taxes, from understanding nexus and registering for permits to fili…
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45: How to Create a Killer Press Release for Your Business
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A big misconception in business is that press releases don't work or bring a return, but most small businesses don't know how to write one that does. In today's episode we have on Mickie Kennedy is the founder and president of E Releases. The small business leader for press release distribution is now celebrating 26 years in business. He's an exper…
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#316 - Rewriting Your Past to Empower Your Future
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Think about it. How many times have you replayed a situation in your mind, wishing you could have done something differently? How many times have you felt stuck because of something that happened long ago? It’s like carrying around a heavy backpack filled with old, unnecessary things that only slow you down. And yet, many of us keep lugging it arou…
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46 CAS Foundations: A Better Conference Experience
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Got a question? Text me! On today’s episode of CAS Minute, we discuss how to make the most of attending conferences with your peers, vendors, and thought leaders. We’ll cover strategies for networking, engaging with vendors, learning from industry experts, and positioning yourself as a thought leader. By the end of this episode, you’ll have actiona…
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150 \\ The Hidden Tax Trap of Running a Business in Multiple States (And How to Escape)
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In this episode, we dive into a topic many small business owners overlook: tax implications when earning income in multiple states. I’ll break down five important things you need to know to make sure you’re paying the least amount of taxes possible—whether it’s income tax, payroll tax, or more. From understanding residency rules to getting tax cred…
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45 CAS Ops: 3 Tools for Client Communcation
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Got a question? Text me! On today’s episode of CAS Minute, we explore three creative tools that can help you better communicate the invisible work you do for your clients. We’ll cover how video messaging, client-facing workflows, and texting your clients can make your services more transparent, personal, and engaging. By the end of this episode, yo…
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320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Have you ever wondered how fast you might be able to make meaningful improvements to your practice? With baby #2 on the way, time was of the essence. Find out what changes…
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Finding the Frame - The Editing of 'Beetlejuice, Beetlejuice' (feat. Jay Prychidny)
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Chris Haigh is back with another episode of Finding the Frame, and this time, he’s diving headfirst into the wonderfully weird world of Beetlejuice, Beetlejuice with the film's editor, Jay Prychidny, CCE. Also in the house is all-around Beetlejuice fanboy (and creative director of FA) Steven Napolitano. Ever wondered how you go from splicing VHS ta…
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44 CAS Sales: Selling the INVISIBLE (2 of 2)
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Got a question? Text me! On today’s episode of CAS Minute, we continue exploring key lessons from Selling the Invisible by Harry Beckwith. In part two, we’ll discuss how to sell reassurance, under-promise and over-deliver, make your value visible, and the importance of listening. By the end of this episode, you’ll be equipped with additional strate…
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149 \\ Navigating the Messy Middle: Overcoming Stress in Growing Your Business
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In this episode, we dive into the challenges business owners face when growing from $1M to $3M in revenue. On the surface, everything might look great—your business is booming, you’ve got a team, and success seems to be within reach. But behind the scenes, it can feel overwhelming, with stress piling up and endless tasks on your plate. I share pers…
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44: Start Saying YES to Life, Opportunities, and Your Business
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You never know which "yes" will change your life forever. Today, we have on Mortgage Loan Officer of Central Bank and "20 under 40" , Justina Dial. Justine always said yes to any request and opportunity and she now finds herself in rooms with people she would have never dreamt of and living the life she imagined. In this episode, we talk about how …
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#315 - Simplifying Your Life with Clear Priorities
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We all have things that matter deeply to us—our health, our relationships, our personal growth—but when we’re overwhelmed by our to-do lists, those things can easily get pushed to the side. It’s like trying to water a garden but only focusing on the weeds. The flowers, the things that actually bring beauty and value to our lives, get neglected. Tha…
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43 CAS Sales: Selling the INVISIBLE (1 of 2)
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Got a question? Text me! On today’s episode of CAS Minute, we dive into the first set of key lessons from Selling the Invisible by Harry Beckwith, with a focus on non-obvious insights for CAS professionals. We’ll cover how to sell your expertise, uncover hidden client problems, and build personal connections that set you apart from competitors. By …
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148 \\ Election 2024: How Trump and Harris' Tax Plans Could Impact Your Business"
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In this episode, we dive into how the upcoming 2024 election could change your taxes, especially if you’re a small business owner. We break down the key tax proposals from both Donald Trump and Kamala Harris, looking at how their plans might impact your bottom line. From corporate tax cuts and increases to tax credits for startups and support for l…
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42 CAS Foundations: Is CAS Overhyped? (2 of 2)
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Got a question? Text me! On today’s episode of CAS Minute, we continue our exploration of whether advisory services are overhyped in the accounting industry. We’ll break down why some firms struggle to make the advisory jump while others thrive by offering advisory-like guidance. Tune in as we discuss when advisory services make sense and when they…
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319 Peak Freedom: Say Hello to Your People
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom The very thing you need to help you create the accounting practice you want to own that has the time, freedom, revenue, control, and clients you want. It’s time to find an…
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Episode 144 | Bridging The Action Gap: From Information To Implementation With Paul Ross
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In this episode, Michelle Weinstein dives deep into the implementation gap with the renowned author, speaker, and master hypnotist, Paul Ross. They explore the frustrating disconnect between knowledge and action, and why so many of us get stuck in a cycle of learning without achieving. If you're an accounting professional tired of attending webinar…
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41 CAS Foundations: Is CAS Overhyped? (1 of 2)
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Got a question? Text me! On today’s episode of CAS Minute, we tackle the controversial question: Are advisory services overhyped in the accounting industry? We’ll discuss whether every firm needs to offer advisory, the challenges of implementing these services, and why focusing on core services may still lead to success. Tune in as we explore the r…
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147 \\ Maximize Your Tax Savings: Proven Tips from a $67K Case Study"
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In this episode, I walk you through a real-life case study where I helped a couple save an incredible $67,581 in taxes! I break down the exact strategies we used, including some smart investment moves, business structuring tips, and ways to maximize deductions. Whether you're a business owner or just looking for ways to reduce your tax bill, this e…
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43: Marriage and Entrepreneurship: How to Build a Thriving Work-Life Balance
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In your early days of entrepreneurship you have no money and only time and then as your business grows if you aren’t careful you will have money, but no time. In today's episode we have Robert and Kay Lee Fukui, an entrepreneur couple who assist other married business owners create greater work-life balance and help them win in marriage and busines…
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#314 - Are You Ready to Feel in Control, No Matter What Happens?
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Have you ever had a day when someone’s words or actions left you feeling completely off balance like your entire mood was suddenly out of your control? Or maybe you’ve found yourself stuck in a cycle of frustration and disappointment, wondering why certain situations always seem to trigger the same negative emotions. What if the key to breaking fre…
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40 CAS Foundations: Here's Your Pep Talk
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Got a question? Text me! On today’s episode of CAS Minute, we dive into why you should be optimistic about the future of accounting and advisory services. Despite the rise of AI and automation, the global market for back-office outsourcing is growing, creating vast opportunities for firms like yours. We explore how leveraging technology and focusin…
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146 \\ The Countdown to 2024 Taxes: 7 Critical Steps for Maximum Tax Savings
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In this episode, we dive into 7 key steps you need to take before the year ends to get ready for your 2024 taxes. Whether you're running a business or handling personal finances, these tips will help you save money and avoid headaches when tax season rolls around. We cover everything from making sure your financials are up to date, to reviewing con…
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39 CAS Sales: Stop Doing This Immediately
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Got a question? Text me! On today’s episode of CAS Minute, we discuss why you may want to reconsider publishing your pricing on your website. We’ll explore how selling on price attracts the wrong clients, damages profitability, and diminishes the value of your services. Instead, we’ll show you how to reframe the conversation around the long-term be…
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318 The Power of Your Dread in Your Accounting Firm
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom The more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun, but sometimes it's a part of business. …
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Dr. Stone is a board-certified oral & maxillofacial surgeon. He received his dental degree from the University of North Carolina at Chapel Hill, and his medical degree and oral and maxillofacial surgery certificate from the University of Texas, Southwestern Medical Center. Dr. Stone completed his general surgery internship and oral surgery residenc…
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38 CAS Culture: Building Relationships with Other Firm Owners
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Got a question? Text me! On today’s episode of CAS Minute, we explore how building relationships with fellow CAS firm owners can elevate your practice. We’ll discuss the benefits of sharing knowledge and holding each other accountable in a structured, supportive environment. By the end of this episode, you’ll be ready to start forming peer relation…
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145 \\ S Corp Owners Beware: What You Need to Know About Taking Too Much Money From Your Business
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In this episode, we dive into a common issue for S corporation business owners: taking excess distributions from your business. If you've moved more money than you should from your business to your personal account, it can trigger a shareholder loan on your tax return, raising red flags with the IRS. I’ll walk you through simple steps to fix the is…
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42: Why Being a "Jack of All Trades" WORKS for Entrepreneurs
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Ryan Hopper is a former ICU and ER and hospice care nurse, but with a background in marketing and PR. He never knew why his journey was winding and it wasn't till his mother died in the hospital with not the best care all of his skills came together to start his own company Navigate Wellness. In this episode we are going to dive into: Why being a "…
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#313 - How To Effectively Deal With Jealousy
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Jealousy is one of those emotions that can sneak up on us, leaving us feeling insecure or like we’re not enough. As working moms, we already have so much on our plates, so it's even easier to fall into that trap of comparing ourselves to others who seem to have it all together. But here's something important to remember: jealousy is a completely no…
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144 \\ Protect Your Business: Essential Steps to Safeguard Financial Data
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In today’s fast-paced, online world, protecting your financial information is more important than ever—especially as a business owner. In this episode, we dive into simple yet powerful steps you can take to keep your money and data safe from hackers. From using two-factor authentication to creating strong passwords, I share my personal tips for sec…
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37 CAS Culture: Should you Love your Team? Is Churn Bad?
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Got a question? Text me! On today’s episode of CAS Minute, we discuss how to build a positive culture in your CAS practice by ‘loving’ your team well. We also dig into how to position your team members most intentionally for positive outcomes in their personal life. Is churn bad or can it be a positive thing for everyone? We’ll cover strategies for…
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317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPA
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Have you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn’t make it your reality? Belita Blasingame knew she was up to the ch…
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Episode 143 | Case Study | Break Free From Limitations: The Power Of Coaching With Tajni Diller
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Burned out and overwhelmed, Tajni Diller’s tax and bookkeeping firm was on the brink. In this episode, Michelle Weinstein interviews Tajni, who turned her business around with the power of coaching and mentorship. Discover the pivotal changes that led to her reduced workload, increased revenue, and renewed passion for her work. Tune in to hear how …
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36 CAS Marketing: Become a Thought Leader in Your Industry
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Got a question? Text me! On today’s episode of CAS Minute, we dive into how to position your CAS firm as a thought leader in your industry. We’ll explore key strategies like creating valuable content, hosting webinars, leveraging social media, and sharing client success stories to build trust and credibility. By the end of this episode, you’ll have…
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143 \\ Are You Sabotaging Your Own Business? The Power of Hiring a Coach You’re Ignoring
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In this episode, I share how hiring coaches has transformed both my business and personal life. Just like my golf game improved with the help of a coach, having the right business and personal advisors has helped me grow faster than I ever could alone. I talk about the huge benefits of working with multiple coaches, how they’ve helped me reduce str…
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41: Why Storytelling Maybe the Missing Piece in Your Business
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Today, we have on Blair Bryant Nichols, he is the owner of BBN Creative Management for diverse and mission driven talent and he's an expert in strategic speaking platforms. Blair guides speakers and business leaders through the nuances of public and corporate speaking to grow their business and help in their personal development. In today's episode…
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#312 - Learning To Let Go Of Others’ Opinions
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As working moms, we often face a unique blend of expectations and judgments, both from others and from ourselves. We juggle career demands, family responsibilities, and personal aspirations, all while trying to meet a set of standards that sometimes feel impossible. It’s easy to get caught up in what others think about how we manage everything, fro…
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35 CAS Sales: When are Advisory Services a Bad Fit?
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Got a question? Text me! On today’s episode of CAS Minute, we discuss when advisory services may not be the best fit for your clients. We’ll cover the key signs—such as a lack of financial foundations, a short-term mindset, or resistance to change—that indicate advisory services won’t bring value. By the end of this episode, you’ll know how to iden…
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142 \\ Why Most Small Businesses Are Failing at Finance (And You’re Probably One of Them
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In this episode, we break down 8 common financial mistakes that small business owners make and how to avoid them. From cash flow issues to not planning for taxes, these mistakes can slow your growth and create unnecessary stress. We’ll dive into practical tips to help you manage your business finances more effectively, spot areas where you’re losin…
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Do you think like someone who bills, or like someone who prices? If you think like a person who bills, you might be leaving profit on the table. Learning how to price requ…
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