Shows
7 Figure Accountant PodcastInside the $4M Fully Remote CPA Firm That's Redefining the Accounting IndustryWhat if your accounting firm didn’t revolve around tax season? Greg O’Brien, CPA and Co-Founder of Anomaly CPA, is proving that the old model is broken—and he’s showing us what the new one looks like. In this episode of the 7 Figure Accountant Podcast, Greg joins Nick to unpack how he grew Anomaly from zero to $4M in under 6 years—without sacrificing sanity or culture. From ditching hourly billing and traditional partnership models to embracing advisory-first pricing and daily brand marketing, Greg's story is a masterclass in building a modern, people-first firm. You’ll d...
2025-05-0652 min
Managing Tech Millions098: Equity Compensation Tax Playbook with Greg O'Brien and John MaloneEpisode 98: Equity Compensation Tax Playbook with Greg O'Brien and John Malone🎧 Ready to take control of your financial future?Start your journey today with our Free Master Class - The WealthOps Way!Host: Christopher NelsonGuests: Greg O'Brien & John Malone, Anomaly CPAIn this episode of Managing Tech Millions, Christopher Nelson is joined by certified tax planners Greg O'Brien and John Malone to break down essential tax strategies for managing tech equity. If you're a technology professional with stock options, RSUs, or other forms of equity compensation, this episode is...
2025-03-1858 min
How Do You Know?HDYK how to file your taxes? | Q&A SeriesWe dive deeper into the episode with Greg O'Brien, CPA and John Malone to discuss taxes, including how to better understand them and mistakes to avoid.
2025-02-0413 minHow Do You Know?HDYK how to file your taxes? | DD CurriculumThis week's podcast episode is all things taxes and accounting! Greg O'Brien, CPA and John Malone are co-ceos of Anomaly CPA and are 2x 40 Under 40 winner and 2024 Forbes Top 200 CPA. Anomaly itself is a leading 100% virtual tax strategy and cloud accounting company specializing in digital business owners and real estate investors throughout the US.We discuss: ⚖️Common tax mistakes⚖️Tax strategies to take advantage of⚖️Do I need a tax strategist?⚖️Differences in your tax documents⚖️Deep Dive into K1’s⚖️Role of 10...
2025-01-2843 min
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsAdding $2M in Accounting Services in 36 months w/ Greg O'Brien CPA, CTSIn this episode of Growing Your Firm, host David Cristello welcomes back Greg O'Brien, Co-CEO of Anomaly CPA, for an insightful discussion about the evolution of his firm since their last conversation three years ago. They reflect on the growth of Anomaly CPA, including the firm's current headcount and revenue, as well as the strategic decisions made to invest in alternative positions beyond client-facing roles, such as marketing, IT, and operations. Greg shares valuable lessons learned on scaling a successful accounting firm and offers advice for listeners looking to achieve similar growth. Tune in to di...
2024-11-1435 min
From Zero to Millions: Accounting EditionFrom Side Hustles to CPA Empire with Greg O'BrienWe're thrilled to welcome Greg O'Brien, the CEO of Anomaly CPA. Greg takes us on a journey through his impressive career, starting with his early days in public accounting. He shares how these experiences laid the foundation for his transition into private real estate and set the stage for his entrepreneurial journey. We dive into the story behind founding Anomaly CPA, including the initial challenges he faced and how he navigated them.Greg's journey is a masterclass in diversification and strategic focus. He talks about how Anomaly CPA has evolved, especially during the pandemic, where remote work...
2024-09-1831 min
Empowering EntrepreneursThe Power of Asking for Help to Build a Successful BusinessIn this episode, we have the pleasure of hosting the remarkable Jackie Meyer, a visionary tax strategist and the founder of a highly successful tax advisory firm. Jackie's journey from a traditional approach to a trailblazing entrepreneur will inspire and motivate you to create the business of your dreams.We dive into Jackie's transformative experiences. From seeking guidance from a business coach to developing unique packages for high-net-worth entrepreneurs, Jackie set out on a path that quadrupled her firm's revenue and allowed her to focus on clients who align with her vision.But it doesn't...
2023-09-1245 min
Managing Tech Millions005: Maximizing Your Tax Savings: Expert Tips on Leveraging a Tax Planner for Radical ReductionsEpisode 05: Maximizing Your Tax Savings: Expert Tips on Leveraging a Tax Planner for Radical ReductionsReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/!Taxes are one of the biggest investments that individuals and businesses make, and often they can take a significant chunk out of your income and profits. But what if there was a way to pay less in taxes and use those savings to invest in your future? On today's episode of Managing Tech Millions, we si...
2023-06-0651 min
The IC-DISC ShowEp042: Subscription CPA Success with Greg O'Brien
In today's episode of the IC-DISC podcast, I am talking to Greg O'Brien from Boston. Greg has one of the most interesting CPA practices I've ever seen. Not only is it a virtual firm with employees and clients located all over the country, but they serve clients on a subscription basis only.
We talked about how he ended up with this model and how it has evolved over time, based on both client and employee feedback.
Greg is a dynamic, forward-looking professional who is on the cutting edge of a new trend...
2023-05-011h 13
The Concierge CPA20 - The Accounting Titan with GO CPA's Greg O'BrienJackie Meyer talks to Greg O'Brien in this episode of The Concierge CPA. According to his LinkedIn, Greg O'Brien is a CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs, and high-growth individuals. Greg O'Brien is the Co-CEO of GO CPA. Greg founded GO CPA to specialize in working with entrepreneurial clients who own startups, small businesses, and real estate investors growing into more complex tax and financial issues.To learn more about Greg's work at GO CPA, click HERE.Interested in being a guest on the show? Apply HERE!
2023-04-0356 min
Getting Magnetic with Sandy & WadeGet Smart With Your Money: Understanding Your Personal Balance Sheet w/ Greg O'BrienGreg O’Brien has taught us a lot about money, specifically keeping money by being smart and proactive about your taxes. The biggest thing he has taught us is that the tax code isn’t a list of ways to take money from people, but actually the reverse: it’s a blueprint to building wealth. High level it tells us to start businesses and own investment real estate. So that’s what we did/do.Greg walks us through our PERSONAL balance sheet, what an asset versus a liability is and how to think about growing our personal...
2023-02-0844 minGetting Magnetic with Sandy & WadeThe 4 Benefits of Owning Real Estate w/ CPA Greg O'BrienThere are 4 main benefits to owning rental real estate, but don't take it from me, take it from the Founder and CO of GO CPAs, Greg O'Brien. 4 takeaways:1) Appreciation - Over time the average property appreciates by 3.5% per year, meaning your $100,000 property will be worth ~$103,500 in a typical year. Now some years (including the last few years) are much higher, and some years the value of properties goes down. Over time this means your property asset will grow.2) Depreciation - everyone knows about appreciation, almost no one t...
2022-10-2123 minGetting Magnetic with Sandy & WadeHow To Pay Your Kids $12k Per Year Tax FreeDid you know when you own your own business you can pay each child up to $12,000 per year tax free to them and a write off for you which saves you taxes?!Then you can take and invest that $12k per year and in an investment account (let’s say the stock market) yielding on average 7%, and let’s say you started from your child’s birth. By the time your child is 18, you will have put $12k per year into their investment account, $216,000 total, which while earning compounding interest of 7% per year results in the...
2022-10-1413 min
INHABIT with Alessia Citro75. Business Tip with John Malone & Greg O'Brien: Forming a Strong Entity with Legal & Tax ProtectionsGO CPA Co-CEO's John Malone and Greg O'Brien share considerations for creating a business entity and how to do so to protect yourself legally and from unnecessary tax burdens.
2022-02-1712 min
INHABIT with Alessia Citro74: Greg O'Brien and John Malone: Football Captains to Co-CEOs (That Can Lower Your Tax Burden!)An interview with GO CPA's Co-CEOs on how they became corporate dropouts and help entrepreneurs lower their tax burden.
2022-02-1644 min
The BitLift Podcast 🚀 Crypto, DeFi, Web3#29 Crypto Taxes: From Simple Swaps to a DeFi Guessing GameToday we’re tackling crypto taxes with Greg O’Brien & John Malone, CPA & Attorney Co-CEO’s of GoCPA. We start with the 10% of crypto taxes we have clear guidance on and work our way deep down the DeFi rabbit hole where it’s every man for himself.🚀 Share This Episodehttps://bitlift.com/podcast/29-crypto-taxes-from-simple-swaps-to-a-defi-guessing-game🚀 Popular Episodes- Who's Gerbz?- Timing & Understanding The 4 Year Cycle- Crypto Financial Planning- Reminders For The Next Bull Market🚀 Join The BitLift Crew- Discord- T...
2022-02-152h 00Getting Magnetic with Sandy & WadeReal Estate Investing Made Simple w/ Lindsay Davis of Spartan InvestSo we all know and hear "Real estate is a great investment!", but we aren't sure where to start? That's where turnkey real estate investing comes in. In the third and final episode of our money series we interview CEO of Spartan Invest Lindsay Davis. Lindsay drops value bomb after value bomb as we cover why invest in real estate and how to get started with the turnkey model - in our opinion the best and easiest way to break into real estate investing, and something most people can do!Investing in real estate is something we...
2021-01-2744 minGetting Magnetic with Sandy & WadeFirst Mind Your Money, Then Grow Your Money!Last episode we chatted with Greg O'Brien Founder of GO CPA on getting your money right. On next week's episode we chat on our favorite way of how to GROW your money! In between we've got some more money mindset to work on so tune in today to keep building that financial mindset!Show Notes:1) To get a free consultation to see how your business/taxes can be more efficient go to: https://www.gregobriencpa.com/gettingmagnetic Podcast Management and Production brought to you by Chase Mitchell, Upstarter Podcast Network.
2021-01-1510 minGetting Magnetic with Sandy & WadeBuild Your Financial SWAT Team w/ Greg O'BrienToday we talk to Greg O'Brien, Founder and President of GO CPA, a virtual CPA firm helping entrepreneurs and small businesses increase their business and decrease their taxes. It's not about what you make, it's about what you keep. When you start making money, it's time to hire a professional to have your back and make sure you are set up for success. We discuss when it makes sense to hire a CPA, how to view the tax code, how to save and be efficient with your taxes and how GO CPA can help you towards your financial and...
2021-01-1357 min
The Nexus PodcastMoney Myths, Building Wealth, & Abundance versus Scarcity with Greg O'Brien CPA | Ep. 083Want to learn more about how to keep more of the money you make, and what the most successful entrepreneurs are doing to save on taxes and build a family legacy?If you answered no, then my question is why not?If you answered yes, then this episode is for you!I sit down for a conversation with Greg where we discuss why budgeting sucks, why 401k's can be a terrible investment, and how to truly grow wealth a build a family legacy with some lessons from some of the most successful people...
2020-12-1457 min
Entrepreneurs on Fire Business PodcastWhat is a Certified Tax Coach? [and Why Your Business Needs One] with Greg O'BrienGreg O'Brien is a CPA and Certified Tax coach specializing in work with tech focused entrepreneurs and business owners to improve cash flow through tax reduction. Top 3 Value Bombs: 1. The Tax Code is a book of wealth and it is designed for entrepreneurs, business owners, and real estate investors. 2. Advanced tax planning is crucial. 3. Ask your tax advisers to get you the biggest savings. Find an expert that knows the tax codes and use it to your advantage. Fill out Greg's intake form for free planning tips for entrepreneurs...
2020-04-1326 min