A Profitable Firm that Scales with Ryan Lazanis of Future Firm
How do you build a scalable and profitable accounting firm? Well, one way to do it is to get in touch with Ryan Lazanis of Future Firm. In the early 2000's Ryan was one of the first accountants to lau...
28 Des 202122min
Bringing the "Big Financial Picture to Your Business" with Jeff Badu, CPA
In this episode, we talk to Jeff Badu CPA about the importance of fitting your Big picture Financial Goals into your overall business strategy. Enjoy the episode. Jeff Badu is a parallel entrepren...
7 Des 202122min
Helping Cannabis Owners Save Money and Stay Compliant with Mark Waller, CPA and Betsy Morem, CPA
How do you prepare your clients for an evolving and ever-changing industry? Check out my interview with Mark Waller and Betsy Morem Founders of Morem & Waller, CPAs on how they're helping their client...
30 Nov 202121min
How to Build an Effective Financial Strategy w/Diane Gardner, CFP®, CDFA
Which financial strategy is more important, your Business or your Personal Life? Ok...that is a little bit of a trick question because both of these strategies are so intertwined that you should not m...
23 Nov 202116min
How Often do Your Customers Brag About You? Lydia Desnoyers, Owner DesCPA Business Advisory
How often do your clients go to social media and openly brag about how much you helped their business grow?Recently I saw a post from a fellow CPA that had nothing but great things to say about Lydia ...
16 Nov 202127min
From Wall Street to Main Street with Bill Hampton AFSP, CFEI, RFC - Tax Strategist & Founder of Hampton Tax and Financial Services, LLC
What would make you leave Wall Street and head to Main Street? This week we sat down with a gentleman that started his career on wall street but along the way some things happened which led him to shi...
9 Nov 202121min
How to Properly Forecast For Your Business
When it comes to making decisions good and insightful DATA is King but how do you take the data you have and use it to drive your business to success?Enjoy the full episode!
3 Nov 202112min
Leveraging Technology to Grow Your Business with Megan Higgins - VP/GM E-Commerce & Marketplaces at Avalara
Are you compliant with the latest rules on Sales & Use taxes? As you work to evolve your business and ensure that you can still thrive in the new world of business this is an important question that y...
2 Nov 202121min
