Shows
Jet Setting Wealth AdvisoryUncovering Fraud: The Power of Forensic AccountingAre you confident that your business's finances are truly secure?
In this episode of Jet Setting Wealth Advisory, host David T. Yu sits down with Jeff Neumeister, Managing Partner at Kelly+Partners Advisory Services, to discuss the art and science of forensic accounting. Jeff explains how most financial frauds are preventable, why even companies with accountants can still be vulnerable, and how a forensic mindset helps uncover risks before they become disasters. From fake vendors to overlooked tax errors, Jeff shares practical advice for entrepreneurs who want to protect their profits, strengthen internal controls, and understand t...
2025-11-1829 min
The Road Already TraveledAvoiding Financial Pitfalls: Lessons From a Forensic CPA Who's Seen It All With Jeff NeumeisterJeff Neumeister is the Managing Partner at Kelly+Partners Accountants Burbank, where he leads a team specializing in advisory services, forensic accounting, business valuations, and litigation support. With over 23 years of experience, Jeff has served clients ranging from startups to high-net-worth individuals and is a renowned speaker at conferences and events. His forensic expertise has helped uncover millions in hidden fraud and optimize financial operations for organizations across various industries. Jeff holds multiple professional certifications, including CPA, ABV, CITP, CFF, and CGMA. He is also a Partner at Crypto Tax International and contributes to academia as an adjunct professor...
2025-07-1541 min
Future-Proof Real EstateReal Estate Investing and Tax BenefitsIn this episode Jeff Neumeister, a CPA and forensic accountant, discusses his background and the services offered by his accounting firm. They also touch on topics such as mergers and acquisitions, real estate investing, and the importance of continuous learning in building a successful business. They also discuss the potential impact of tax policies on investments and the benefits of opportunity zones. The conversation concludes with a discussion on spam calls and the use of AI in telemarketing.The firm offers a wide range of services including bookkeeping, payroll, tax planning, exit planning, business valuations...
2024-09-2635 min
Mission Matters Money with Adam TorresDetecting Red Flags in Mergers & AcquisitionsHow can business owners and investors best steer clear of problematic mergers and acquisitions? In this episode, Adam Torres and Jeff Neumeister, Managing Partner at Neumeister & Associates LLP. Explore common red flags on both the buy and sell side.Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast:https://missionmatters.lpages.co/podcastguest/More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your...
2024-01-1921 min
Growth Think TankThe Benefits of a Highly Transparent Culture with Jeff Neumeister at Neumeister & AssociatesA highly transparent culture fosters trust and nurtures growth. Embark on an illuminating journey as we delve into The Benefits of a Highly Transparent Culture in our latest podcast episode. Uncover the transformative power of fostering a Highly Transparent Culture within organizations, where openness and clarity become catalysts for innovation and collaboration. Today's guest is Jeff Neumeister, Owner & CEO of Neumeister & Associates. Inc Magazine ranked his company #2407 on the 2023 Inc 5000 list. Neumeister & Associates is a full-service accounting firm offering professional accounting and consulting services to the San Fernando Valley, downtown Los Angeles, and surrounding areas. Jeff shares his insights...
2023-12-0719 min
Mission Matters Money with Adam TorresJeff Neumeister on Empowering Businesses to Make Informed Financial DecisionsJeff Neumeister, Managing Partner at Neumeister & Associates, LLP, and Partner at CryptoTax International Pvt. Ltd., was interviewed by host Adam Torres on the Mission Matters Money Podcast. Forensic accounting expert Jeff Neumeister talks about providing value and insights to clients through a forward-thinking, numbers-focused approach.Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/More FREE content...
2022-06-2740 min