Shows
Adult Site Broker TalkAdult Site Broker Talk Episode 291 With Mia Lee and Nate Mallory of Floorplay FinancialMia Lee & Nate Mallory of Floorplay Financialare this week’s guests on Adult Site Broker Talk. Mia Lee is the Co-Founder and CEO of Mia Lee Financial, a registered investment advisory firm that serves adult entertainers.A licensed CPA and Series 65–registered investment adviser, she spent 12 years as a forensic accountant before entering sex work in 2018.Mia’s firsthand experience with the industry’s unique financial realities fuels her mission to empower clients through effective asset management and continuous financial education.Mia Lee Financial is a registered investment advisory firm based in New Y...
2026-01-2751 min
DPC Pediatricians PodcastAccounting Pearls with Nate Goodman, CPAIn this episode of the DPC Pediatricians Podcast, Phil and Marina are joined by Nate Goodman, CPA, for a practical conversation about accounting and tax strategy for practice owners. Nate shares his journey into accounting and explains why many small business owners feel frustrated despite “having an accountant.”Together, they break down the differences between bookkeepers, accountants, and tax advisors, highlighting why true tax advising should be proactive and ongoing—not just a once-a-year tax filing. Nate emphasizes the value of regular check-ins, understanding your financial systems, and using the tax code strategically to improve your practice’s financ...
2026-01-2735 min
The BrewedAt Podcast#84 - The FreeMind Group / Hemp & Beverage Consultant (Nate Fochtman)Host Richie Tevlin and Co-Host Evan Blum talk with Nate Fochtman, 20-year beverage industry veteran and founder of the FreeMind Group. Nate has spent more than two decades working across production, distribution, and brand development, helping founders and operators grow their businesses. He produces and hosts the Ready To Drink Podcast and The Leaders’ Arena Podcast, and leads a network of content, advocacy, and market-development platforms focused on elevating emerging beverage.
https://www.linkedin.com/in/natefochtman/
@FreeMindNate
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THANK YOU TO OUR SPONSOR:
The Beer Acco...
2026-01-211h 02
Physician Family Finances Podcast#150 Should Doctors Wait to Close on a New House?New year, new interest rates? It’s a strong maybe. That isn’t the most helpful answer, but if you are close to closing on a new house, should you wait to see if they drop or lock in now? Nate Reineke and Chelsea Jones discuss some factors to consider when deciding whether to wait or not. We also look at how a change might already be factored into the rate you’re getting.
We also answer your colleagues' questions.
A Psychiatrist in Maine says, “My 13-year-old just received a couple hundred buck...
2026-01-1423 min
DPC Life: Conversations Beyond the PracticeIs Your DPC Practice Failing? Why Your Accountant Might Be WrongIf doing your QuickBooks every weekend feels like pulling teeth, this episode is your novocaine. We sit down with Nate Goodman, a CPA who built his firm specifically for Direct Primary Care doctors. As a DPC patient himself who requires his staff to have DPC memberships, Nate lives in the same world you do. His team helps doctors turn “dark hole” finances into clear, predictable profit so you can stop guessing and get back to medicine.Who Is This For? Doctors who are tired of wrestling with bookkeeping and just want clean numbe...
2026-01-1337 min
Too Hard For The Radio197 - Hollywood Won't Stop Recycling The Same Stories with Nate BlevensThis week Fantasy author Nate Blevens joins the show to discuss his books, The Steradian Gate series. Enjoy!You can buy Nate's books here: https://www.thesteradiangate.com/Thank you for tuning in to another episode of Too Hard For The Radio.You can have fun, stay safe, and wake up feeling refreshed with Dan's new product: H✌️ppy. Use the code TOOHARD and Get H✌️ppy today: https://gethvppy.com/products/hvppy-kanna-powder?sca_ref=7290190.zm9HJETlMT&utm_source=affiliate&utm_medium=cpa&utm_campaign=uppromoteEmail us about...
2025-12-311h 10
STR Investing, The PodcastScaling 50+ Airbnbs In OhioIn this episode of the STR Investing Podcast, Taylor sits down with Nate Klatt — CPA, former startup operator, and co-founder of HomeHop — to break down how he went from flipping houses with thin margins to building a short-term rental portfolio, launching a property management company, and raising STR investment funds.Nate shares the real behind-the-scenes of scaling: why conservative underwriting matters when you’re taking friends-and-family money, how they structured investor returns, what changed once they brought in real design, and why they’re shifting toward bigger homes and higher-end amenities in their next fund.In this...
2025-12-2627 min
RevLabs by PriceLabsScaling a Short-Term Rental Business: Playbook for Revenue Growth & Team Building ft. Nate KlattIn the new series Life of a Property Manager of RevLabs by PriceLabs, host Kyle Driskell sits down with Nate Klatt, Co-Founder/CEO of HomeHop Property Management, to unpack how he scaled from a handful of listings to 100+, all while operating remotely from San Diego.Nate shares his journey from CPA and real estate flipper to STR operator and the systems, processes, and tech stack that keep HomeHop performing at top tier levels. He talks about expansion, revenue management, burnout prevention, team structure, and what it really takes to...
2025-12-0419 min
Mailbox Money ShowAmanda Han and Matt MacFarland - Real Estate Tax StrategiesGet my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationIn this episode of the Mailbox Money Show, Bronson and Nate sit down with leading real estate tax strategists Amanda Han and Matt MacFarland to unpack the most effective tax strategies for real estate investors today.Amanda is a CPA and real estate investor with a degree from UNLV, over two decades of tax planning experience, and national...
2025-11-2634 min
Physician Family Finances Podcast#141 How Can Doctors Save in a More Tax-Efficient Way as Tax Season Approaches?CAUTION: Tax season is quickly approaching. We know that it can be shocking to see a huge or unexpected tax bill, and this time of year, it seems like everyone is advertising a way to save. How can physicians like you know if these methods are legit or a good idea? Nate Reineke and Chelsea Jones break down some of the ways you may be able to save on taxes throughout the year and what accounts could offer you tax savings. We also talk about ways you could lower your “lifetime tax bill.” We also answer your colleagues' questions. A Ca...
2025-11-1233 min
Crafting for Profit LiveFinish Strong: Year-End Finance Organization for Craft Businesses w/ Nate CoughranAre you stuggling with finances and accounting for your small business? We have accountant Nate Coughran on this episode to help you get more organized and start treating your side hustle like the business it is! Get Nate's advice and get started simply today with tracking. Go from there and get started setting your business up the RIGHT way for 2026! You will be so glad you took these steps come tax time!Get the free income and expense tracker: https://link.craftingcamps.com/worksheet Nate is the founder and...
2025-10-2751 min
The Vinyl Guide - Artist Interviews for Record Collectors and Music NerdsEp519: Inside Levitation, Greenway & Reverb Records w/ Harry PortnofRecord nerd Harry Portnof started Greenway Records, revived Reverb Appreciation Society, and now leads Levitation's label operations - today we discuss the elaborate vinyl variants and the clear passion for music the Levitation festival inspires. Topics Include: Harry Portnof runs Greenway Records, Levitation, and Reverberation Appreciation Society labels. Dad blasted southern rock and Allman Brothers at excessive volumes throughout childhood. Discovered dad's CD collection, dove deep into classic rock discographies. Taught himself guitar in high school after getting kicked off tennis team. Found grandmother's records in attic with broken turntable playing in mono. Mesmerized by grooves...
2025-10-131h 21The Vinyl Guide - Artist Interviews for Record Collectors and Music NerdsEp519: Inside Levitation, Greenway & Reverb Records w/ Harry PortnofRecord nerd Harry Portnof started Greenway Records, revived Reverb Appreciation Society, and now leads Levitation's label operations - today we discuss the elaborate vinyl variants and the clear passion for music the Levitation festival inspires. Topics Include: Harry Portnof runs Greenway Records, Levitation, and Reverberation Appreciation Society labels. Dad blasted southern rock and Allman Brothers at excessive volumes throughout childhood. Discovered dad's CD collection, dove deep into classic rock discographies. Taught himself guitar in high school after getting kicked off tennis team. Found grandmother's records in attic with broken turntable playing in mono. Mesmerized by grooves...
2025-10-131h 21
Physician Family Finances Podcast#135 W-2 or 1099: Are the Tax Savings Actually Worth It for Doctors?Starting a new job always brings changes and new opportunities. For some docs, it may bring the question if being a 1099 contractor will create tax savings or a headache? Nate Reineke breaks down what you should consider if you are deciding between being a W-2 employee or a 1099 contractor. We discuss how things like benefits and employer costs should factor into the decision. Be sure to listen to the end to hear what you should ask your CPA in order to make the best decision. We also answer your colleagues’ questions. A Surgeon in New York is planning to pa...
2025-10-0123 min
Physician Family Finances Podcast#132 Should Physicians Own AI Stock?Before Amazon was Amazon, some people took a huge risk and bought stock in the company. Luckily, that risk paid off for them! Now, history is repeating itself with some AI stocks where they could be the next Amazon, or they could completely fail. So, how should physicians who want to invest in AI take an appropriate level of risk? Nate Renieke and Kyle Hoelzle answer exactly that and break down how you can make riskier investments and still be on track for retirement. We discuss how investing “extra” money allows doctors to invest in the “hot” new things, if they...
2025-09-1031 min
CPA LifeLessons in Leadership and Letting Go: The Courage to ChangeJohn Randolph picks up part 2 of his conversation with Nate Goodman, founder of Goodman CPA, on Episode 77 of CPA Life. Diving deeper into the bold decisions and core values shaping his firm's future, Nate discusses the challenges and rewards of moving away from traditional tax compliance work, the importance of building the right team, how faith and family guide every step, and more. Nate is candid about letting go of legacy clients and navigating growing pains, as well as about the ambitious goals he has for his firm, including increasing his numbers by 10x over the next several years...
2025-09-1023 minCPA LifeGrowth, Generosity, and Going Against the GrainNate Goodman's path from church ministry to leading a fast-growing accounting firm is anything but ordinary. Episode 76 of CPA Life kicks off part one of John Randolph's two-part sitdown with Nate, the founder and president of Goodman CPA, to unpack how his faith, passion for helping others, and commitment to God's purpose have shaped his mission to challenge the status quo and build a people-first, purpose-driven practice. Nate shares insights on dealing with rapid growth, the lessons he learned from his firm's early struggles, and the depth of his focus on generosity and community impact as a core firm...
2025-09-0323 min
Millionaires Unveiled423: Net Worth Of $1.9M - Three Rentals and a Millionaire: Nate's Property Plot Twist and The Not-So-Physio-Logical PathSummary In this episode, Nate shares his journey from a young physiotherapist to achieving a net worth of nearly $2 million. He discusses his early financial education, the influence of his family, and the lessons learned from his real estate investments. Nate reflects on the importance of celebrating milestones, the shift from a financially driven mindset to focusing on lifestyle and fulfillment, and the challenges faced in the real estate market. He also shares insights on his current portfolio, future plans, and the balance between saving and enjoying life. Takeaways *Nate has a...
2025-08-1837 min
The Scaling CFOScaling Together: From Founder To Framework w. Nate & Liz LenzHost Mark Stiles, CPA and founder of MASCPA, sits down with power couple Nate and Liz Lenz, co-founders of Concurrent and Lenz Insights, to unpack what it really takes to scale a business with your spouse, your values, and your people intact.They reveal how to lead through blurred lines of personal and professional life, what scaling looks like beyond $1M in revenue, and why building human capital is the real unlock for margin and momentum.From SOPs to surprise-and-delight client moments, from Widget frameworks to preparing for generational wealth transfer, Nate and Liz walk...
2025-07-311h 02
Physician Family Finances Podcast#126 One (More) Big Beautiful Episode with Ken Eremita, CPAThe One Big Beautiful Bill remains long and confusing. Some people think that the new tax laws are barking mad, while others are wagging their tails with delight. Listen in as Ben and Nate are joined by Ken Eremita, CPA and his dogs. From his Los Angeles office, Ken breaks down what SALT deductions are and how the changes could result in big tax savings for docs like you. We also cover qualified business income deductions and how the changes will impact self-employed physicians. Ben, Nate, and Ken also talk about some changes that will specifically impact doctors with...
2025-07-3030 min
Who is this? PodcastS2, Ep 20- Guiding You Through Life’s Toughest Moments | Nate Sorensen | Sorensen Financial, PLLCSend us a textIn this powerful episode of Who Is This, we sit down with Nate Sorensen — CPA, CFP®, and founder of Sorenson Financial — to talk about what it really means to guide people through life’s hardest financial seasons.From losing a loved one to facing divorce, job loss, or major life transitions, Nate explains how financial planning is about so much more than numbers — it's about people. He shares why he left a corporate job to build something rooted in trust, transparency, and empathy.🎯 Topics Covered:✅ Why Nate Left Freeport...
2025-07-251h 16
Who's Really the BOSS?From Rice and Beans to $1.7M: A Young CPA's Growth StoryNate Goodman shares his remarkable journey from starting a church bookkeeping practice in 2019 to building a $1.7 million CPA firm by age 29. He opens up about the challenging early years that included eating rice and beans to survive, studying for the CPA exam with a newborn during COVID, and making crucial pivots that transformed his struggling practice into a thriving business.Connect with Natehttps://goodmancpa.llc/Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.com
2025-07-2154 min
The Fun CPA PodcastNathan Sosa - Breaking Down BBBThis week on The Fun CPA, Yuri is joined by Nate Sosa, CPA, MST, Manager of the National Tax Department and Audit Defense Division at Hall CPA – for a deep dive into the “BBB” (a.k.a. the Big Beautiful Bill).Nate brings his trademark clarity and technical depth as they unpack what this new bill brings to the table for high income earners, home owners, business owners, those in real estate and more.They also cover some of what’s changing and staying the same with the bill and what you (the tax pro...
2025-07-1527 min
Physician Family Finances Podcast#123: Tax Saving Strategies for Physician Parents with Ken Eremita, CPAEven as a physician mom or dad, the thought of taking your kid to the ED can be scary. Lots of docs, especially self-employed docs, also dread the idea of taking on the IRS alone. If that's you, listen in as Nate Reineke and Ben Utley discuss tax strategies with Ken Eremita, CPA. From his office in Los Angeles, Ken offers tax planning, preparation, and hands-on bookkeeping services for self-employed physicians from coast to coast.
We explore how marginal tax brackets work, how to keep FICA/payroll taxes in check, and one easy tax move medical practitioners s...
2025-07-0929 min
The Private Equity Podcast, by Raw SelectionInvesting in the hospitality industry with Nate EdgerlyIn this insightful episode, Nate Edgerly, CEO of Enzo Group Inc., discusses his journey from CPA at PricewaterhouseCoopers to a seasoned private equity investor and executive leader in the hospitality industry. Nate shares valuable insights on leadership, long-term investing, and what makes hospitality businesses thrive or fail.Key Takeaways:Nate’s journey from CPA to CEO, highlighting his pivotal experiences in private equity and operating roles.Lessons learned from running a business, enhancing empathy, and effectively partnering with leadership teams.What separates exceptional CEOs: empathy, people-focus, and creating a supportive culture.Common private equity mistakes: prioritizing sh...
2025-07-0829 min
Cashflow LegendzS2EP65| Tax Clarity with guest Chris PicciurroIn this episode of Cashflow Legendz, we're joined by CPA and financial educator Chris Picciurro, who breaks down one of the most overlooked distinctions in entrepreneurship: cash flow and tax flow are NOT the same.
Chris shares actionable insights to help business owners avoid costly financial blind spots and make more informed decisions year-round—not just at tax time. We dive into:
Why cash flow ≠ tax flow—and how understanding the difference can protect your profits
The biggest tax mistakes entrepreneurs make (and how to fix them)
How to create a tax st...
2025-06-0638 min
Real Estate Investing Radio Shows Podcast – Lifestyles Unlimited(April 24, 2025) The Right Advisors Can Supercharge Your Success
Listen Now
https://episodes.castos.com/5e7f8ad9ba7434-83629097/2022778/c1e-z3v0u7g36jsd16pz-dmz19j2oiom1-e9nxpk.mp3
Del Walmsley introduces Nate Roberts, CPA and director at Lifetime Tax Advisors, a long-time vendor partner with Lifestyles Unlimited. Nate explains that when choosing a CPA firm, investors should seek advisors who truly understand and are passionate about real estate. He warns against working with firms that view real estate as just another transaction. Nate emphasizes that a knowledgeable, invested CPA can make a major difference in an investor’s financial success. Del agrees, hi...
2025-04-2400 minLearn Real Estate Investing | Lifestyles Unlimited(April 24, 2025) The Right Advisors Can Supercharge Your Success
Listen Now
https://episodes.castos.com/5e7f8ad9ba7434-83629097/2022778/c1e-z3v0u7g36jsd16pz-dmz19j2oiom1-e9nxpk.mp3
Del Walmsley introduces Nate Roberts, CPA and director at Lifetime Tax Advisors, a long-time vendor partner with Lifestyles Unlimited. Nate explains that when choosing a CPA firm, investors should seek advisors who truly understand and are passionate about real estate. He warns against working with firms that view real estate as just another transaction. Nate emphasizes that a knowledgeable, invested CPA can make a major difference in an investor’s financial success. Del agrees, hi...
2025-04-2400 min
The Del Walmsley Radio ShowThe Right Advisors Can Supercharge Your SuccessDel Walmsley introduces Nate Roberts, CPA and director at Lifetime Tax Advisors, a long-time vendor partner with Lifestyles Unlimited. Nate explains that when choosing a CPA firm, investors should seek advisors who truly understand and are passionate about real estate. He warns against working with firms that view real estate as just another transaction. Nate emphasizes that a knowledgeable, invested CPA can make a major difference in an investor's financial success. Del agrees, highlighting the importance of building a team that supports your investment goals.
2025-04-2433 minThe Lifestyles Unlimited Real Estate Investor Radio Show(April 24, 2025) The Right Advisors Can Supercharge Your Success
Listen Now
https://episodes.castos.com/5e7f8ad9ba7434-83629097/2022778/c1e-z3v0u7g36jsd16pz-dmz19j2oiom1-e9nxpk.mp3
Del Walmsley introduces Nate Roberts, CPA and director at Lifetime Tax Advisors, a long-time vendor partner with Lifestyles Unlimited. Nate explains that when choosing a CPA firm, investors should seek advisors who truly understand and are passionate about real estate. He warns against working with firms that view real estate as just another transaction. Nate emphasizes that a knowledgeable, invested CPA can make a major difference in an investor’s financial success. Del agrees, hi...
2025-04-2400 min
Becker Accounting PodcastsCool Careers in Accounting Ep. 6 - Money Talks: From Accounting to Investments with Nate PalmerIt’s not every day that you come across $1.7 billion. But for Portfolio Manager, Nate Palmer, this is his everyday number. Nate joins us to share his career journey from CPA to Portfolio Manager at a multibillion-dollar asset management firm, where he runs a long-short fund that creates revenue through smart investments. Learn from his experience building a career in his area of interest, constantly learning new skills to advance his opportunities.Earn CPE by listening to this podcast through a Becker Prime CPE subscription.Listen to this episode through your Becker LMS platform to co...
2024-12-171h 07
Short Term Rental Secrets PodcastEp 216 - From 1 to 50 Properties in a Year with Nate Klatt & Dan MitchenReady to scale your short-term rental business fast? Learn how Nate Klatt & Dan Mitchen share their journey of going from 1 to 50 properties in just one year. Learn their proven strategies for explosive growth, system optimization, and how they built a powerhouse property management team. If you're looking for actionable tips to scale efficiently and thrive in the STR game, this episode is for you!05:42 - Strategic Team Building for Scaling06:13 - Client Referral System for Rapid Management Growth07:43 - Building Key Relationships with Investors08:14 - Exponential Growth from Investor Partnerships
2024-11-1837 min
A Call To LeadershipEP249: Boosting Your Bottom Line with Ahuva GruenEver wondered why so many businesses struggle with cash flow despite steady sales? In this episode, fractional CFO Ahuva Gruen joins Dr. Nate Salah to unveil the financial blind spots that often make or break a business. With insights on mastering cash flow, establishing resilient pricing strategies, and creating accountability systems, Ahuva offers the tools to boost both stability and profitability. Don’t miss this chance to learn how to future-proof your business and achieve sustainable growth! Key Takeaways To Listen ForWhy building financial awareness is the first step tow...
2024-11-1337 min
EXTRAordinary RetirementWills, Trusts, and Proactive Estate Planning With Kevin Forbush (Ep. 14)Have you ever wondered how to protect your legacy and ensure peace of mind for your loved ones?
In this episode of EXTRAordinary Retirement by Design, Nate and Gregg welcome Kevin Forbush, an experienced estate planning attorney, to discuss the critical importance of estate planning.
You’ll gain invaluable insights into why estate planning isn’t just for the wealthy, the potential consequences of delaying your planning, and practical steps you can take today to minimize estate taxes and protect your assets from creditors.
They discuss:
Introduction to Kevin Forbush and h...
2024-10-2235 min
Doctors & Dollars PodcastBuilding Your Financial Dream Team - Wealth Wednesday (Ep. 12)Mike & Nate dive into the importance of building a power team—the key players who protect and grow your wealth. As a physician, you're not expected to handle every financial detail alone, but you are responsible for assembling the right team.
We discuss why you need a CPA, tax strategist, investment advisor, and attorney in your corner, and how relying on just one person to handle everything could cost you. Think of it like drafting a winning football team—each professional has a specific role in helping you achieve financial success.
NEW EPISODES EVERY WEDNESDAY @ 12PM C...
2024-09-2557 min
The Moneywise Guys8/28/24 CASA of Kern County & Bad Trading Tips All Across PlatformsThe Moneywise Radio Show and Podcast Wednesday, August 28th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guests: Ashley Voorhees, Executive Director at CASA & Nate Wong CPA/MST at Daniells Phillips Vaughan & Bock and sits as the President of the Board of Directors of CASA of Kern County website: https://kerncasa.org/
2024-08-2946 min
Play The Game#264 Nate SchroederNate Schroeder is a professional paintball player for Seattle Uprising. Just making the move from Infamous, Nate can help Uprising become a consistent Sunday team which has eluded them this season. He has a very high paintball IQ and will be a huge help to the boys in the PNW. JOIN THE DISCORD:https://www.patreon.com/bePatron?u=34554029PTG SHOW SPONSORS:LONE WOLF PAINTBALL: https://www.lonewolfpaintball.comHORMESIS PAINTBALL: https://hormesispaintball.com/HKARMY: h...
2024-08-211h 14
Physician Family Finances PodcastWhy does it feel like we don't make great money?Episode Overview:
In this episode, Nate Reineke and Ben Utley discuss financial strategies for high-earning physicians. They explore how a $50,000 inheritance could potentially support your child’s education through a 529 plan and share tips on effectively managing large cash reserves in business accounts.
Key Takeaways:
1. 529 Plan Benefits:
- Investing a $50,000 inheritance in a 529 plan could help reduce future savings needs and potentially offer good returns.
- The flexibility of 529 plans includes the option to roll over funds into a Roth IRA under certain conditions.
2024-08-1427 min
Physician Family Finances PodcastTight on cash, where do I start saving first?Episode Overview:
In this episode, Nate Reineke and Ben Utley discuss financial planning tailored for physicians. They explore the challenges of high-performing stocks like Tesla and the tax implications of practice buy-in loans. The episode includes investment strategies that may benefit young doctors, along with a case study on managing gains from Tesla stocks and insights on effective saving habits.
Key Takeaways:
1. Financial Planning for High-Performing Stocks:
- Case Study: Examination of a physician's experience with gains from Tesla stocks.
- Emphasis on the need fo...
2024-07-3137 min
The Optimal Life397. Mark J. Kohler :: Create Life-Changing WealthMark J. Kohler is a CPA, attorney and prominent YouTube personality helping main street business owners and everyday people achieve greater wealth using innovative tax and financial strategies. He is the co-founder of the Directed IRA Trust Company, which allows you to take control of your retirement and invest in various types of self-directed IRAs. Learn more at https://markjkohler.com Become a Main Street certified tax advisor with Mark Subscribe to Mark's YouTube channel @MarkJKohler Please consider supporting our podcast here: https://buymeacoffee.com/natehaber
2024-07-1040 minCashflow LegendzS2EP22| The CPA Advantage: Essential Tax Strategies for Business Owners with Expert CPA Mike CarterWelcome to another episode of Cashflow Legendz!
In this episode, we dive deep into the world of business taxes with our special guest, CPA Mike Carter. With years of experience helping business owners navigate the complexities of the tax landscape, Mike shares invaluable insights and practical tips to optimize your tax strategy and enhance your business's financial health. Join us as we discuss: - The critical role of a CPA in managing business finances - Common tax mistakes business owners make and how to avoid them - Proven tax strategies to maximize deductions and minimize liabilities...
2024-07-1048 min
CPA Exam Experience from SuperfastCPA2024 CPA Exams F.A.Q.s AnsweredIn this episode, Nate answers the most common questions about the 2024 CPA exams after the April 24th score release.FULL EPISODE PAGE: https://www.superfastcpa.com/2024-cpa-exams-f-a-q-s-answered/Episode Timestamps0:00 Introduction 01:13 Test Dates and Score Release Considerations 12:48 Which Discipline Exam Should I Take? 16:07 Study Tips Based on the Exam 19:22 Study Tips: Back to the BasicsLearn the SuperfastCPA Study Approach, FreeYou'll hear me mention the SuperfastCPA study process multiple times in this episode. What we teach our customers is how to have a 2-hour main session each day w...
2024-05-0231 min
Alex and Annie: The Real Women of Vacation RentalsBuilding an STR Empire in Non-Traditional Markets with Homehop founders, Nate Klatt and Dan MitchenSend us a message!In this episode of "Alex & Annie: The Real Women of Vacation Rentals," hosts Alex & Annie dive into the world of short-term rentals (STRs) with Nate Klatt and Dan Mitchen, the innovative minds behind HomeHop. Together, they explore the journey of HomeHop from house flipping to scaling a successful business in the Midwest's STR market.Guests Introduction:Nate Klatt, a seasoned CPA specializing in real estate investments, brings strategic financial acumen to HomeHop. Dan Mitchen, with a background in real estate and property management, complements Nate's expertise, driving operational excellence...
2024-04-2437 min
Lawyers in the Making PodcastE34: John Scott Partner at Anders CPAs and AdvisorsJohn is a University of Missouri-Saint Louis Graduate and currently works as a Partner at Anders CPAs and Advisors. John, the second non-lawyer to join our podcast, offers invaluable advice for both law students and seasoned attorneys.We delve into John's journey to his current role at Anders, exploring the significance of nurturing your position and fostering meaningful connections. From climbing the company ladder to crafting compelling narratives that resonate with clients, John shares gems of wisdom garnered from his experience.But it's not all about work – we also discuss John's passions outside the office, in...
2024-03-2644 min
The Smart Downloader - Latest Products Reviews & TipsNate Hansen – SuperfastCPA Review – Free Download CPA Exam Course – Total BundleNate Hansen – SuperfastCPA Review – Free Download CPA Exam Course – Total Bundle Forgetting what you studied for CPA exams two weeks ago will just be a bad …
The post Nate Hansen – SuperfastCPA Review – Free Download CPA Exam Course – Total Bundle appeared first on The Smart Downloader - Real Honest Reviews & Exclusive Bonuses For Download.
2024-03-0602 minCPA Exam Experience from SuperfastCPA5 "Difference-Maker" CPA Study Strategies to Help You Pass FasterIn this SuperfastCPA podcast episode, Nate and Logan cover 5 "difference-maker" study strategies that most CPA candidates have misconceptions about, or just aren't aware of. Each of these strategies is a "difference-maker" on its own, but when combined they make your CPA study process extremely effective and efficient.FULL EPISODE PAGE: https://www.superfastcpa.com/5-difference-maker-cpa-study-strategies-to-help-you-pass-faster/Episode Timestamps0:00 Interview Video 01:24 Introduction 04:33 Making Your Own Flashcards 09:43 Everything About the Study Process is a Skill 11:12 What "Planting the Seeds" Really Means 19:44 The Issue of Memorizing Questions 23:38 Side Rant: Don't Kid Yourself About Your Study Process 26:13 Importance of...
2024-02-0142 min
The Dental Master Series PodcastIs it Good to Sell to a DSO, yes, no, maybe? EP:23It seems "everyone" is either selling to or considering selling to a DSO right now. Yet, the only information about them is hearsay or presentations put on by the DSO's themselves. There only seems to be good stories about them, and it seems sales are going fast and for high dollars as well. Shouldn't we all check what DSO's are all about before we miss out on what seems to be a really good opportunity?
Nate Williams CPA, CFP , founder of Practice Financial Group, serves 300 dentist clients and has seen and analyzed multiple and varied DSO deals. His conclusion is...
2024-01-301h 20The Smart Downloader - Latest Products Reviews & TipsNate Co – Million Dollar CPA Marketing Playbook – Free Download CourseNate Co – Million Dollar CPA Marketing Playbook – Free Download Course – Online Business Academy Get this course here => https://www.greatxcourses.com/courses/million-dollar-cpa-marketing-playbook-by-nate-co-free-download-course I’ll teach you how …
The post Nate Co – Million Dollar CPA Marketing Playbook – Free Download Course appeared first on The Smart Downloader - Real Honest Reviews & Exclusive Bonuses For Download.
2024-01-2404 minCPA Exam Experience from SuperfastCPAThe Best CPA Exam Study Strategy You're Not DoingIn this episode of the CPA Exam Experience podcast from SuperfastCPA, Nate delves into one of the most underutilized yet impactful study strategies for CPA exam preparation: making & reviewing your own flashcards. Discover how this simple tool can dramatically increase your chances of passing the CPA exam, save you time, and enhance your understanding of complex topics.Get more of our study strategies for Free here: https://www.superfastcpa.com/study-secrets/Timestamps:00:00:00 - Introduction to the Strategy00:00:21 - Introduction to the Episode00:00:30 - The Importance of Flashcards in CPA...
2024-01-1819 min
Much Love Podcast6 | Don Hyun Kiolbassa x Tao of the Side HustleDonald Hyun Kiolbassa is no stranger to side hustles. In addition to owning his own law firm, he is a CPA, martial artist, dynamic speaker and performer, and the motion capture model for some of the biggest action video games in the industry.
When he was at his lowest professionally and financially, he had an epiphany that helped him grow a side hustle into a full-time business: the principles of Wushu Kung Fu apply to business just as they do to fighting. He turned to the fundamental principles of strategy learned in a lifetime of Martial Arts, including his...
2023-12-2527 min
Peer Talk with Dan CrowleyEpisode 47: Phil Gottula and Nate Poppema - Next Level Financial ManagementOn today's podcast, Dan Crowley speaks with Phil Gottula and Nate Poppema. Phil is the Co-Founder of FLEXX Productions, which he has built up in the past 16 years to be Northern Colorado's premier event rental company. Nate is a Certified Public Accountant (CPA) and works closely with Phil to help FLEXX grow and maintain a financially healthy business. Nate, Phil, and Dan discuss the fundamentals of FLEXX's growth over the past 16 years. They discuss the importance of company culture, the use of relevant metrics and Key Performance Indicators (KPIs) to measure effectiveness, and some of the programs (like Power BI...
2023-11-2828 min
Care for Childcare OwnersEP # 36 | The Top Financial Secrets for Childcare Businesses You're Not Taking Advantage Of | Featuring John Rizzo & Nate PensgenIn this episode, we explore building the financial health of your daycare or childcare business. Our guests of honor included Nate Pensgen, CPA and Partner, and John Rizzo, Managing Partner, both with RDG+Partners. Key Takeaways: ✅ Set clear financial goals and regular monitoring intervals. ✅ Gain insights into different retirement plan options. ✅ Explore accelerated depreciation, including ‘Section 179.’ ✅ Understand qualified business income, rent, and wage considerations for effective tax planning. ✅ Avoid common pitfalls: procrastination, overlooking non-tax factors, and neglecting accurate bookkeeping. 🎧 Who Should Tune In? 🎧 "Care for Childcare Owners" is a must-listen for chil...
2023-11-081h 03Care for Childcare OwnersEP # 36 | The Top Financial Secrets for Childcare Businesses You're Not Taking Advantage Of | Featuring John Rizzo & Nate PensgenIn this episode, we explore building the financial health of your daycare or childcare business. Our guests of honor included Nate Pensgen, CPA and Partner, and John Rizzo, Managing Partner, both with RDG+Partners. Key Takeaways: ✅ Set clear financial goals and regular monitoring intervals. ✅ Gain insights into different retirement plan options. ✅ Explore accelerated depreciation, including ‘Section 179.’ ✅ Understand qualified business income, rent, and wage considerations for effective tax planning. ✅ Avoid common pitfalls: procrastination, overlooking non-tax factors, and neglecting accurate bookkeeping. 🎧 Who Should Tune In? 🎧 "Care for Childcare Owners" is a must-listen for chil...
2023-11-081h 03
Financial Pathway112. Avoiding the Income Tax Bomb with Tim McKeeTim McKee is a CPA, Personal Financial Specialist (PFS), and a RamseyTrusted Tax Advisor. He provides tax preparation and tax advice to individuals and small businesses.
In today's episode, Tim explains the important difference between a tax preparer and a tax advisor. He also shares some of the best tax strategies that help you be proactive and minimize taxes by avoiding the "income tax bomb".
2023-10-1043 min
The New American Dream with Nate Barger36: Build Courage and Create Wealth w/J.D. FrostJ.D. Frost is the founder and C.E.O of CROFT & FROST, a firm that transcends traditional accounting and wealth creation. With both a CPA and his MBA, J.D. advises businesses on more than just their financials; he utilizes four foundations of wealth creation to help his clients, partners, and employees build courage and create wealth. J.D. coaches individuals on how to generate more income, protect their income, identify tax savings, and invest in themselves and others. He knows what it takes to start — and scale— businesses, and has used his years of experience in accounting to b...
2023-05-1035 min
What Your CPA Wants You to Know20. Husband & Wife + Business Partners, with Olive Coffee CartSend us a textThis is a jam-packed episode all about how Nate and Skye Reyes took their idea of a small coffee business from dream to reality. Now, they are two years into business ownership and have a thriving business that's growing quicker than they ever imagined. They share how they started their business wisely, what they've learned, and how they manage to keep their family time a priority while running a business. They explain what they did that contributed to the success and growth of their business, Olive Coffee Cart!
2023-05-1029 min
Kent Lapp Podcast123. Dr. Nate Miley on Private VS Public School, COVID-19 Shut Downs, CRT, Book Bans, & more | KLPKent Lapp and Dr. Nate Miley talk about the differences between private school and public school, critical race theory, book bans, school choice, COVID from a Educators perspective, and more.
SHOW LINKS
» https://www.cpalions.org/
ABOUT THE GUEST
Dr. Miley is an experienced educator who recently served as Executive Principal at a Nashville elementary school. As Head of Middle School at CPA, he is committed to the school's mission and to growing students academically and spiritually with a Christian worldview.
CHECK OUT OUR SP...
2023-04-141h 44The New American Dream with Nate Barger28: Embrace the Times and Look Ahead to the Future w/Anne GannonAnne Gannon, CPA, is not your typical accountant. A former professional golfer, she began her career as a CPA with a big-five accounting firm in Boston, Massachusetts. There, she quickly realized that the only winner in the traditional “busy season” approach was the accounting firm. An entrepreneur at heart, Anne founded The Largo Group in 2016 because of her belief that accounting needs to be done differently. Over the past ten years, Anne has worked with over 500 companies all over the United States - ranging in revenue from $5 to $50 million. There are very few people who know more about small busi...
2023-03-2232 min
Physician Family Finances PodcastWhy is Physician Tax Advice SO Broken?The tax code is so complicated that even doctors–some of the smartest people on the planet–struggle to make sense of it all. And the one person who is supposed to help, your tax preparer, doesn’t seem to care. Join Ben and Nate as they break down the three “tax things” most physicians want and discuss why the average tax preparer won’t give you the one thing you really need: a solid strategy to actually reduce your tax bill
GET MORE FROM PHYSICIAN FAMILY
Catch all t...
2023-01-1825 min
Physician Family Finances Podcast10 Tips and Traps for the Relocating PhysicianA physician has made the decision to change jobs or move out of state. What answers should a physician receive before they accept a new position? What key factors should a physician know before they establish new residency, such as taxes, insurance, debt, and retirement? How should a physician plan their move to avoid huge impacts to their life? Every physician's situation is different, tune in to learn ten tips and traps before you decide to take the leap and relocate yourself and your family.
ASK A QUESTION
2022-07-1327 min
The ProMarketer PodcastFinding a Way from Burnout to Thriving in the Tax Industry with Jackie MeyerTax pros and accountants alike… you know you've felt it. Exhaustion and burnout are all too real in the industry. Practitioners and CPAs are jumping ship in droves. You probably know some… or you're on the verge of following suit. But, if you'll take a step back, you'll see that you have an opportunity right now to be a gift to so many people who are looking for some guidance in this tax world storm. And finding a way forward starts with asking hard questions about your work/life balance and business structure. And tha...
2022-06-0337 min
The ProMarketer PodcastDecades Over Hours - One CPA's Billing Mindset with Michael GordonThe last three tax seasons have shifted a lot of tax and accounting professionals' priorities. Some are considering shifting their pricing models. Others are trying to implement new marketing strategies to get better, more ideal clients. And there is a whole contingency looking for an exit plan to leave it all behind. Wherever you're finding yourself on that spectrum, Michael Gordon (Not Your Basic Bean Counter) drops decades-worth of truth nuggets in this episode of the ProMarketer Podcast. Retired now, Micheal built a thriving CPA practice over many years and learned a thing or two ab...
2022-05-1958 min
Tiny & NateEpisode 16 - Profit First for Real Estate Investors: From Broke to Stoked!Do you ever wonder where your real estate investing money went at the end of the quarter?
Watch this episode on Youtube:
https://youtu.be/HKUPbUcCmlg
We discovered the Profit First system and are deploying it in our real estate investing businesses and you can too!
Here's the percentage breakdown for our profit first journey. Yours could be completely different than these, but feel free to use it as a jumping-off point.
Profit: 10%
Owner Pay 35%
Taxes: 22%
Operating Expenses: 25%
Emergency Fund: 8%
The Tiny...
2022-04-2832 min
Building the Premier Accounting FirmEffective Online Marketing w/ Nate Hagerty"Nothing happens until you make a sale" or get a client. Regardless of how good we are at the services we offer, without paying clients it doesn't matter. Listen in to this great conversation that Nate and Roger have to address issues and strategies surrounding online marketing to get the leads you need and how to then nurture them to become paying clients. Tax Marketing sounds great but too often we fail to get it done. Regardless it is essential to grow the business. So, let's first accept that we all experience a lack follow-through
2022-04-2049 min
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing AgenciesHow Smarter Bookkeeping Helps Increase Agency ProfitabilityAre you doing your own bookkeeping? Are you paying too much for someone else to do it? You might be wasting valuable resources that could be focused on growing your agency and your profitability. In most cases, it's not an agency owner's area of expertise and CPA's charge a ton for this service. It's worth it to hire someone who understands the scope of what you do and how to keep your books. Today's guest is an expert in accounting for agencies and his company, Agency Dad, helps agency owners forecast their finances and establish a strong fiscal foundation...
2022-04-1321 min
The Smart Real Estate Coach Podcast|Real Estate InvestingA New Way to Make Money, with Nate ScottNate Scott is the Host of Dollars and Nonsense Podcast and Infinite Banking Coach with Living Wealth. He helps families and small businesses become financially free with infinite banking. In this episode of the Smart Real Estate Coach podcast, Nate shares the biggest hurdle and most common mistakes that people make when beginning infinite banking. He also explains why people who are entrepreneurial or creative-minded are more likely to enjoy infinite banking. Resources: Website: https://livingwealth.com Free Beginner's Course: https://lifestylebanking.com/beginners-course/ Dollars and Nonsense podcast: https://livingwealth.com/podcast/ Additional Resources: Fol...
2022-01-1223 minCPA Exam Experience from SuperfastCPAHow Patricia Got Her CPA with 3 Kids at Home During Covid LockdownsIn this SuperfastCPA reviews episode, you’ll hear how Patricia managed to pass her CPA exams while working full-time, and having 3 kids at home doing online school during Covid lockdown in 2020. She has a ton of great tips & insights to share that will help you improve your own CPA study process, so don't miss this interview!Important Links:Learn "strategic" CPA study here...Podcast giveaway signup page...Episode Timestamps:00:00 Teaser02:07 Introduction06:29 How Patricia Got on the CPA Path09:12 How Patricia Started the CPA Study Process12:21 How Patricia Found SuperfastCPA13:26 A Day in Patricia's St...
2021-12-1736 min
Championship LeadershipDaniel Blue: B.L.U.E PRINT to Your Best RetirementIn this episode of Championship Leadership, we are privileged to interview Daniel Blue, Founder of Quest Education and Best Selling Author of the book B.L.U.E.PRINT to Your Best Retirement. He will share his story of how he started his career in Sales, his exposure to the Real Estate Industry, and his discovery of the Self-Directed Retirement Account world, which can be invested in alternative assets. He will also talk about his struggles of stage fright and overcoming it. Now, Daniel Blue is on the quest to educate and help people understand...
2021-10-1132 min
Your Financial PharmacistYFP Real Estate Investing 20: High Equity Properties and Other CPA LessonsNate Hedrick and David Bright discuss the rapid appreciation that some investors are seeing in their markets and some lessons learned from CPAs. Mentioned on the Show YFP Real Estate Investing 18: Tax Strategies for Real Estate Investing Join the YFP Real Estate Investing Facebook Group The Book on Tax Strategies for the Savvy Real Estate Investor: Powerful techniques anyone can use to deduct more, invest smarter, and pay far less to the IRS! by Amanda Han and Matthew MacFarland YFP Real Estate Investing
2021-08-2822 min
KyCPA: Behind The NumbersEpisode 034: Black CPA Centennial, Kentucky's first Black CPAs and more Black CPA Centennial information 40 under 40 Black CPA Awards (Application deadline: August 15, 2021) Kentucky’s first Black CPAs Insights on barriers Black professionals face, the roles their organizations play in helping overcome those barriers and what the CPA profession can do collectively to progress in achieving diversity, equity and inclusion KyCPAs Diversity and Inclusion Committee efforts The following KyCPA members share their CPA journey: Anne Brooks, Partner, PWC Kim Burse, retired and currently volunteers for many community organizations Olivia Davis, Lecturer, University of Kentucky Kevin Graham, Assurance Supervisor, Dean Dorton Allen Ford, PLLC LaTayna Henry, President, LMH Accounting and Consulting, LLC Nate Litt...
2021-07-1437 minCPA Exam Experience from SuperfastCPAHow Addison Went from the 70s to the 80s on Her CPA Exam ScoresIn today's interview you'll hear how Addison went from scoring in the 70s over 3 years, to then making some changes to her study routine, and then going 4 for 4 while scoring in the mid-to-high 80s on her CPA exams. Addison does a great job of describing in detail the exact mistakes she realized she was making, and the adjustments that helped her improve her average score by over 10 points.Episode page: https://www.superfastcpa.com/how-to-improve-cpa-scores-how-addison-did-it/Learn the SuperfastCPA Study Approach, FreeYou'll hear me mention the SuperfastCPA study process multiple times in this...
2021-06-1038 minCPA Exam Experience from SuperfastCPAWhat Evan Changed After Getting Sick of 74sIn this episode you'll hear Evan's story, and the changes he made after getting sick of scoring between 69 and 74 on his CPA exams. You'll learn about perseverance, not giving up and the breakthroughs that turned Evan's study process around, which led to him passing his CPA exams. Episode page: https://www.superfastcpa.com/what-evan-changed-after-getting-sick-of-74s/Episode Timestamps:00:23: An overview of topics discussed in the episode—revolving around Evan’s CPA journey.02:57: “To sign up for one of our free training sessions, just go to our main site at www.superfastCPA.com and it's the main t...
2021-06-0129 minCPA Exam Experience from SuperfastCPAHow Joe Cut His Study Time in Half, and Passed His ExamsIn this episode you'll hear from Joe, who went from studying 5+ hours a day, down to 2 hours a day in the mornings once he started following the SuperfastCPA study framework... and passed his last 2 exams while still taking the evenings off. Like the other interviews, we cover the study process from start to finish, and Joe has a lot of great tips & insights that will help you improve your own CPA study process, so don't miss this interview!Episode Timestamps:03:50: Joe narrates his career path since leaving graduate school in 2016 and starting full time in...
2021-05-2531 minCPA Exam Experience from SuperfastCPAHow Erica Passed the Philippines and U.S. CPA ExamsIn this episode you'll hear from Erica, who is a true international CPA... having passed both the Philippines CPA and the U.S. CPA exams. Erica shares the details of her process, including how she only used a test bank along with the SuperfastCPA study tools to pass her exams, and how she used every spare minute to always be studying. Erica shares a bunch of very helpful tips and strategies, so don't miss this interview!Episode Timestamps01:07: How Erica’s study process started out after she was done with school. “I actually didn't purchase the...
2021-05-1821 minCPA Exam Experience from SuperfastCPAHow Mourghan Turned Her Study Process Around and Passed Her CPA ExamsIn this episode you’ll hear how Mourghan spent the first few years of her CPA journey putting in a lot of work, but not getting the results. She shares her two main breakthroughs that turned her study process around and resulted in her passing her CPA exams, as well as many other study tips. We get very into the details of the study process and what makes it work in this interview, so don’t miss it!Full episode page: https://www.superfastcpa.com/how-mourghan-turned-her-study-process-around-and-passed-her-cpa-exams/Episode timestamps:00:22: An overview of the episode’s poin...
2021-05-1132 min
Leading with Curiosity. A Podcast for Modern Leaders.Ep.5 - The Secret to High Performance Leadership: Values. Guest Jeff Smith - Founder, SupportingLines InstituteJeff Smith doesn’t shy away from large scale challenges. He leans in. He is the founder of the SupportingLines Institute, a CPA, and former CFO. He is a Master Executive Coach, and a yoga instructor!
Leading a sales team that helped a global helicopter company double sales to $1.6B is just one of many business success stories that always catches my attention. While many Executive Coaches build their practice around serving individual clients, Jeff’s SupportingLines mission is to ‘Help Millions of People have a better human experience at work.’
Today we dive into the data...
2021-04-2233 min
The Dore ReportEp. 77: Ingle Martin and Nate Morrow talk Langston Patterson's commitment to VandyIngle Martin (Head Football Coach at CPA) and Nate Morrow (Headmaster at CPA) join the pod to discuss Langston Patterson's decision to commit to Vandy, how Patterson fits the culture Coach Lea is building, Langston vs. Kane (his older brother), Clark Lea's potential on West End, Vandy's recruiting pitch, and Barton Simmons joining the staff.
2021-03-2635 min
MGMA PodcastsExecutive Session: Unlocking What Your Practice Management System Isn't Telling YouNate Moore, CPA, MBA, FACMPE, president, Moore Solutions, shares his experiences with medical groups updating key metrics to overcome pandemic struggles.
To hear more from Nate, register today for the Medical Practice Excellence: Pathways Conference DX, May 11-13: https://www.mgma.com/pathwaysconference.
Learn more about Nate's latest book for MGMA, Even Better Data, Better Decisions: Advanced Business Intelligence for Medical Practices: https://www.mgma.com/resources/resources/products/even-better-data-better-decisions-ebook
Producer: Chris Harrop, senior editorial manager, MGMA
Intro/outro audio: "Street Walk," Paolo Pavan (CC BY-NC-SA 4.0)
Podcast Sponsor MGMA BestPriceManaging your supply chain doesn’t have to...
2021-03-1533 min
Your Money, Your WealthHow to Choose Your Pension Options and Retirement Withdrawal StrategyIn this first YMYW episode of 2021, Joe and Big Al go over estate planning strategies for CFP® candidate/Redditor Nate in SC, they do a spitball analysis for John in TN who wants to retire early, a retirement withdrawal and 529 plan strategy for Ace in TX, and a breakdown of pension options for James in AZ - after Big Al figures out how to work his HP12C financial calculator. Access the transcript and financial resources, ask your money questions: https://bit.ly/YMYW-307
2021-01-0548 min
Beer Guys Radio Craft Beer PodcastHops and Ledgers 002 | Reopening Your Brewery Amid the Coronavirus CrisisSend us a textWelcome to the Hops & Ledgers Podcast! Hops & Ledgers is a series of quarterly podcast episodes that will focus on the business aspects of the craft beverage industry. Presented in partnership with Wipfli CPAs and Consultants, each episode will cover a different area of interest to launch or grow your brewery. Reopening Your Brewery Amid the Coronavirus Crisis Speakers on this episode: Chris Herron | CEO | Creature Comforts Brewing Co. Eric Hashberger | Director of Retail Operations | Weldwerks Brewing Co. Pat Tuley | Partner/CPA | Wipfli, LLP Justin Wenzelman | Partner/CPA | Wipfli, LLP Tim D...
2020-07-141h 05
The ProMarketer PodcastBig Mistakes with Websites and Relationships with Nate HagertyIt's very frustrating when a business owner uses different marketing techniques in an effort to promote and grow their business, but these efforts bear no fruit. It is even more frustrating when business owners take it upon themselves to do the marketing instead of concentrating on their core business. In addition, many people think that having a nice looking website is enough for online marketing purposes, but in reality that is not the case. Online marketing is so much more than having a website. Therefore, it would be more economical for business owners to bring i...
2020-06-2423 minThe ProMarketer PodcastBig Mistakes with Advertising and No Pitch with Nate HagertyMany CPA/tax firms make the mistake of not focusing on using a relationship-oriented approach in their marketing efforts, throwing money blindly at online advertising, or setting very low prices. However, what they need is good strategies for advertising to prospects, new and existing clients, and cross-selling additional services without being too salesy. Nate Hagerty, the host of this show, is the CEO of TaxProMarketer, a leading marketing agency serving CPA & tax firms. He started the company in 2007 and has served thousands of firms. His team handles all kinds of services so the CPAs just ta...
2020-06-2419 min
Tax Smart Real Estate Investors Podcast105. Why UDFI Isn't a Big Deal, a Strange Investment in a SDIRA, and More with Nate HareIn this episode, we're joined by Nate Hare. Nate is the Executive Vice President at Quest Trust Company, a company that serves self-directed IRAs, 401(k)s, and other retirement accounts that allow you to invest in alternative assets such as real estate. Nate was also a speaker at the 2020 Tax and Legal Summit. Nate's focus at Quest Trust is dealing with investors who buy real estate and lend within retirement accounts.
Today we discuss the various aspects of retirement accounts including the difference between a self-directed and regular retirement account, what you can invest in with a self-directed account, general...
2020-06-2341 minThe ProMarketer PodcastMarketing CPA/Tax Firms with Nate HagertyEvery CPA or tax firm wants to get more clients and grow. Now that things are continually moving towards the cloud or online space with mobile phone dominance everywhere, these professionals know they need to have an online presence that actually brings them ROI and not just paying for some cheap website service that doesn't bring in business. CPA & tax firms need someone to take them by the hand and do these things for them. Which is what Nate does. Nate Hagerty is the CEO of TaxProMarketer, a leading marketing agency ser...
2020-06-0916 min
Millionaires Unveiled134: Net Worth of 1.1M - 15K of Monthly Passive IncomeNate is a real estate investor, business/life coach, and dad. We discuss his career history and progression, as well as how he started investing in real estate. He shares details about his first deal and some of the struggles and success from the purchase. Nate talks about his 15K of passive income monthly from real estate as well as what he's teaching now to the clients whom he coaches. Check out his website at http://www.natebaileyspeaks.com/.
2020-05-1842 minCPA Exam Experience from SuperfastCPA"Deep Work" and Your CPA Study ProcessWelcome to Episode 8 of the CPA Exam Experience podcast from SuperfastCPA. I'm Nate, and today, we're going to talk about "deep work" and the CPA study process. Based on the book "Deep Work" by Cal NewportSo what we're going to cover this is based on the book Deep Work by Cal Newport. And as I read this, I mean, I read this a while ago.The book is from 2016. As I read this, though, and went looking back through it. This is so directly applicable to the CPA study process, hence why...
2020-04-2125 min
Ecommerce Exits Podcast | Inside look at Building, Buying, Selling and Scaling Ecommerce BusinessesAran Quinn Saves You Huge Amounts of Cash on Your TaxesTax attorney and CPA, Aran Quinn, shares with us everything FBA and eCommerce sellers need to know about tax compliance, rules and regulations to note, and the breakdown of responsibilities of your accounting team. As well as tips and suggestions for a seamless and profitable exit.WHAT YOU’LL LEARN Role of a Tax Accountant Tax compliance for FBA’s Key financial points to consider when exiting Common mistakes in Tax PlanningKEY POINTS The Tax Accountant comes in whenever there are tax problems that need to be resolved. The tax accountant’s concern is ens...
2020-03-3137 min
The Scattered Seeds PodcastEpisode 16 - Herbert AsiimweSend us a textWhat is it like to live in a world where it is normal to have to walk five miles for a clean source of water? Where water-born illnesses like Typhoid are still so common that the children can tell you about them. And is it possible to face those kinds of conditions on a daily basis, and still find joy in the Lord?Our guest today is Herbert Asiimwe a CPA from Uganda who is in charge of the Ugandan chapter of C.E.E.D. The Christian East African Economic Development Trust. Mr...
2019-12-0359 min
Smarter Destiny Podcast: Quick Proven Growth Tactics From Founders You Can Use ASAP - Subscribe Now!#08 - Nate Lind - “Avoid getting cut on the cutting edge” - 1/2
“Avoid getting cut on the cutting edge”
00:00 - Introduction
03:35 - How did you start many businesses without any money? - NL: The story about how he started a business with just credit cards.
06:38 - “I found that when I’m in periods of high pressure and people depend on me I Lift my game up”
08:55 - CPA and how to start with just one funnel.
09:45 - What is CPA?
11:26 - “Pick your best seller and create a funnel for it and then run traffic to it”
11...
2019-06-1450 min
So Called PodcastNate Lining, CPA and Senior Accountant at Coles ReinsteinAre you open to considering different career options? Maybe a path you never considered would be a great fit for your strengths. Being open to possibilities is how Nate Lining, CPA and Senior Accountant at Coles Reinstein, found accounting. No matter your field, Nate recommends seeking out as many experiences as you can to develop skills and identify your areas of interest. While it’s not always obvious which careers match your likes and strengths, resources, such as personality profiles, can help you identify and refine the options that might be a fit for you.
2019-05-2822 min
FIGHT LIKE HELL-castVanessa Glushefski--Buffalo ComptrollerVanessa Glushefski (pronounced "glue" + "shefski") is a great person. She is a lawyer, a CPA, and acting Buffalo Comptroller. She's running for office, and needs your help! Check out this brief podcast (recorded in a wind storm at the Women's March, sorry about the audio)and votevanessa.org.
2019-03-2200 min
GoatVsFish PodcastNate Robinson Jr. VS Alex CaineGoat Nate Robinson Jr. VS Fish Alex Caine! Last VS of Hooper and Mars was FENCE SITTERLY so GoatVsFish BRINGS YOU NEW VERSUS! Follow GoatVsFish IG: @GoatVsFish TW: @GoatVsFish FB: @GoatVsFish VS: http://www.goatvsfish.com Nate Robinson JR.IG: @_naterobinsonjr Alex CaineIG: @acaine47 Producer: Michael Allen CPA Executive Producer: Al Bahmani Recorded at The Comedy Store, L.A.
2018-07-1831 min
Beer Guys Radio Craft Beer PodcastE133: Newcomer Two Tides Brewing Co. is making waves in SavannahSend us a textTwo Tides owner James Massey talks about the journey from CPA to IPA Savannah, Georgia's Two Tides Brewing Co. is only four months old but they're already making waves with their IPAs and sour beers. While getting his accounting degree, Owner and Head Brewer James Massey started homebrewing. After college, he became a CPA and spent several years shuffling numbers before deciding it was time to start his brewery. Savannah already had a few breweries but James wanted to build in an area where they weren't allowed. He worked with business owners in the...
2018-07-1444 min
The Multifamily 5 PodcastEp. 14: Nate Busch of Busch Tax CompanyNate Busch (CPA), owner of Busch Tax Company dives into two aspects of the new tax reform bill; bonus depreciation and small business deductions. In addition, Nate highlights the most common business owner or investor mistake. To learn more about Nate, Busch Tax Company, or to receive information about his accounting and tax services, visit his website at www.buschtax.com or call 614-600-3777.
2018-02-2513 min
Dentistry Uncensored with Howard Farran877 Building Wealth with Nate Williams of Practice Financial Group : Dentistry Uncensored with Howard FarranNate Williams graduated from Brigham Young University with a Masters Degree in Accounting. He is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP). He started his career at the Big 4 public accounting firm Deloitte, then worked at Cain Watters in Dallas before founding his current firm, Practice Financial Group, in 2010. Nate works as the managing partner of Practice Financial Group provides comprehensive tax, accounting and financial planning services exclusively to dental practice owners across the country. www.PracticeFinancialGroup.com
2017-11-031h 12
ETF PrimeSmart Year-End Tax MovesJimmy Houlehan, CPA & Partner with Boan, Connealy, & Houlehan, joins us in studio to talk year-end tax planning moves. Nate & Conor also explain why ETFs can offer greater tax efficiency than mutual funds.
2015-12-0855 min
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsPart 2: How to Market Your Firm w/ Nate Hagerty A 10+-year veteran of the tax and accounting industry -- with a focus on Internet Marketing and Direct Response media, Nate Hagerty has established a reputation for straight-talk and results on behalf of members and concierge clients, and has become a widely-followed and respected marketing voice to the industry. His company, TaxProMarketer was established in May of 2007 (then known as BuildaHerd Marketing) in response to increased demand for real-world relationship-building and profit-producing tools and strategy for use in the legal, tax and accounting industry. Currently, TaxProMarketer staff serves clients primarily in the tax & accounting world, but in...
2014-12-0220 minGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsHow to Market Your Firm. Nate Hagerty Interview A 10+-year veteran of the tax and accounting industry -- with a focus on Internet Marketing and Direct Response media, Nate Hagerty has established a reputation for straight-talk and results on behalf of members and concierge clients, and has become a widely-followed and respected marketing voice to the industry. His company, TaxProMarketer was established in May of 2007 (then known as BuildaHerd Marketing) in response to increased demand for real-world relationship-building and profit-producing tools and strategy for use in the legal, tax and accounting industry. Currently, TaxProMarketer staff serves clients primarily in the tax & accounting world, but in...
2014-12-0225 minETF PrimeYear-End Tax Planning Tips with CPA Dan HaakeDan Haake, CPA and Partner at Hutchins & Haake LLC, joins us in studio to discuss important year-end tax planning tips.
2014-12-0255 min2013-12-1156 min