Shows
Business Strategy for CPA's358 Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPALearn more about PEAK FREEDOM Wondering if it’s really possible to make good money without grinding 60 hours a week?Sheila Hansen shares how she built a values-aligned accounting firm that brings in $250K+ while working ~15 hours a week. Learn how she escaped standard accounting, overcame pricing and money mindset blocks, built a product ladder, and created offerings rooted in strategy—not compliance. A must-listen for CPAs craving more ease.…Link to full shownotes: https://www.businessstrategyforcpas.com/358…...2025-07-2343 minBusiness Strategy for CPA's357 How to Stop Emailing Yourself at 3am with Meagan Rutkowski, CPALearn more about PEAK FREEDOM Feeling overwhelmed and wondering if there’s a way to finally get out from under the chaos?If your brain never shuts off and your to-do list is chaos, this episode is for you. Meagan Rutkowski, CPA shares how implementing Simple Systems, Free Time gave her mental clarity, reduced overwhelm, and uncovered hidden scope creep. Now, Meagan has calmer mornings, the space to think strategically about her business, and more time for what matters.…Link to full shownotes: https://www.businessstrategyforcpas.com/357...2025-07-1632 min
Money & You with Michelle PerkinsEP 187: “Small Biz Money Moves: CFO Tips for Big Impact”In this episode of the "Money & You" podcast, guest Jayson Mamaclay of Norman Professional Services and Michelle Perkins discussed the critical distinctions between various financial roles within a business, including accountants, bookkeepers, and CFOs. They emphasized the importance of understanding these roles to enhance financial literacy among entrepreneurs, particularly in managing and growing their businesses. The conversation highlighted how many entrepreneurs mistakenly conflate these roles, leading to potential mismanagement of financial tasks. The discussion underscored the necessity for business owners to seek expert help, such as hiring a CPA or a fractional CFO, especially as their companies grow. J...2025-07-1447 min
PEMBA ON-DEMANDFrom Burnout to Buy-In: Rebuilding Compensation for Modern MedicineIn this episode of "Pemba On Demand," host Dr. Norman A. Chapin interviews Angie Caldwell, CPA and MBA, a leading expert in physician compensation design. Together, they explore the complexities of fair market value, the impact of technology and AI on physician work, and the challenges of creating sustainable, effective compensation models. Angie shares insights on pitfalls in plan design, the importance of stakeholder engagement, and adapting to evolving healthcare trends. The discussion emphasizes the need for thoughtful, transparent compensation strategies that align with both organizational goals and physician well-being.
Show Highlights:
Physician compensation strategies and...2025-07-1056 minBusiness Strategy for CPA's356 84 Hours → 45 Hours: The Software and Systems Combo with Mark Kuca, CPALearn more about PEAK FREEDOM Spend all day in your Inbox? Mark Kuka cut his hours from 84 to 45 a week, replaced 20% of his revenue after firing high-maintenance clients, and still grew. Hear how “Simple Systems, Free Time” helped him get control, reduce stress, and make space to go fishing with his son.Mark's websitehttps://jaxlegalcpa.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/356…If you feel trapped by your own acc...2025-07-0928 minBusiness Strategy for CPA's355 Simple Systems, Free Time: The Framework that Frees Your CPA BrainLearn more about PEAK FREEDOM Do you ever wonder why running your firm still feels so hard?Most CPAs are reacting all day—to emails, interruptions, and mental to-do lists. But with the right systems, that all gets easier. In this episode, learn how a few missing tools can bring calm, structure, and breathing room back into your day.…Link to full shownotes: https://www.businessstrategyforcpas.com/355…If you feel trapped by your own...2025-07-0221 minBusiness Strategy for CPA's354 No Ads. No Posting. Just SEO for $194K New ARRLearn more about PEAK FREEDOM Ever wondered if a new website is worth it?Catherine Ozment, CPA ditched her DIY site for a professionally built one… then let it sit. For 24 months, nothing happened. Then suddenly, it started bringing in monthly clients. In the last year, it’s brought in $194K+ of niche and niche-adjacent revenue—on autopilot.If you’re questioning the value of a niche, SEO, or a pro website, this episode has your answer.Catherine's Websites:https://www.farmandagcpa.com/https://www.clocpa.com/…2025-06-2540 minBusiness Strategy for CPA's353 Lean Learning with Pat FlynnLearn more about PEAK FREEDOM Is progress slower than you want it to be?It might be because you're stuck trying to learn everything first, waiting for the perfect answer, or avoiding the messy part—testing new ways of doing. In this episode, Pat Flynn shares why action beats over-prep, and how CPAs can move faster by running small, low-risk experiments with less overthinking and overplanning.…Link to full shownotes: https://www.businessstrategyforcpas.com/353…If y...2025-06-1829 minBusiness Strategy for CPA's352 Outcome-Driven Package Design. Labor Not AllowedLearn more about PEAK FREEDOM What would it even look like to build a package that required no labor to deliver?This episode is a thought exercise: what if you had to design packages that delivered results without any labor? Not from you, not from your team. It’s a creative way to rethink how you build and deliver value—one that opens doors to scalable, low-effort, high-impact possibilities for your firm.…Link to full shownotes: https://www.businessstrategyforcpas.com/3522025-06-1113 minBusiness Strategy for CPA's351 Vague Packages = Messy PricingLearn more about PEAK FREEDOM Have you ever packaged and priced to get off hourly, only to get killed on scope?This episode walks you through a practical, spreadsheet-based process for building Bronze, Silver, and Gold service packages that protect your time and reflect your value. If you’re tired of pricing guesswork, scope creep, or endless custom proposals, this gives you the clarity and structure you’ve been missing.…Link to full shownotes: https://www.businessstrategyforcpas.com/351…If you feel trapped by...2025-06-0415 minBusiness Strategy for CPA's350 What It Feels Like When 300 Clients Don’t Come Back with Kathy Hayden, EALearn more about PEAK FREEDOM Worried you’ll lose too many clients if you raise prices?Kathy Hayden shares the raw, emotional truth behind raising prices on 800+ legacy clients—what worked, what didn’t, and what it really feels like to lose hundreds of clients and still come out okay. If you’re afraid of making changes, this is the episode that tells the real story.…Link to full shownotes: https://www.businessstrategyforcpas.com/350…If you feel trapped by your own ac...2025-05-2835 minBusiness Strategy for CPA's349 Turns Out, You Don’t Need 1,000 Clients with Melissa Downs, EALearn more about PEAK FREEDOM Feeling buried in clients, working too many hours, and wondering if change is even possible? In this episode, Melissa Downs, EA is back after her second year of working on her firm inside the GC ecosystem. She shares how she cut 800 clients, dropped 10 hours a week, and now takes home more money – with waaaaay less stress. Her journey proves: you don’t need volume to have the firm you want.…Link...2025-05-2136 minBusiness Strategy for CPA's348 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA – Part 2Learn more about PEAK FREEDOM Feeling like your firm has taken on a life of its own?In this episode, you’ll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it. Tune in to hear how we break her firm down—and then build a practical, doable plan to reclaim control without giving too much away.…Link to full shownotes: https://www.businesss...2025-05-1417 minBusiness Strategy for CPA's347 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Part 1Learn more about PEAK FREEDOM Feeling like your firm has taken on a life of its own?In this episode, you’ll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it. Tune in to hear how we break her firm down—and then build a practical, doable plan to reclaim control without giving too much away.…Link to full shownotes: https://www.businesss...2025-05-0747 minBusiness Strategy for CPA's346 Way Less Stressed with Holly Sexton, CPALearn more about PEAK FREEDOM Ever feel like your to-do list never ends, and work is always in your head? My guest was right there, raising a second grader, drinking from a firehose, and constantly stressed. She didn’t have the answer—but she knew something had to change.A year later, her stress levels are way down, and she makes double the money for the time she puts in. …Link to full shownotes: https://www.businessstrategyforcpas.com/346…2025-04-3034 minBusiness Strategy for CPA's345 Invisible Value, Tangible Dollars: Change What You Look At and You’ll See More MoneyLearn more about PEAK FREEDOM Do you get frustrated when you give away valuable expertise and don't know how to price it? This episode teaches you to look for the invisible—hidden value that you’re already creating for every single client. When you learn to shift your focus from hours to value creation, you’ll change the very nature of your firm. …Link to full shownotes: https://www.businessstrategyforcpas.com/345…If you feel trapped by...2025-04-2311 minBusiness Strategy for CPA's344 Pricing Leap: 7x Prices, 2x Work with Laurie Rauk, CPALearn more about PEAK FREEDOM If you’re overwhelmed and underpaid, this episode is for you. My guest went from stressed and overworked to calm and in control—while increasing her prices 7X with only 2X the work. Hear how she did it, what changed in her mindset, and how you can apply it to your firm.…Link to full shownotes: https://www.businessstrategyforcpas.com/344…If you feel trapped by your own accounting firm, I can help...2025-04-1638 minBusiness Strategy for CPA's343 17 Reasons CPAs Overwork: Conventional Wisdom is Missing the BoatLearn more about PEAK FREEDOM Overworking and thinking about hiring? Many assume adding staff is the cure, but unless you first solve for all the systems and mindset-related reasons you overwork, your overwork will stay with you no matter how many people you hire. In this episode, I share 17 ways I see CPAs keeping themselves working extra hours. Remember, freedom is on the other side of addressing these issues.…Link to full shownotes: https://www.businessstrategyforcpas.com/343…2025-04-0913 minBusiness Strategy for CPA's342 Drowning in Work? 7 Hidden Time Wasters CPAs Can EliminateLearn more about PEAK FREEDOM Feeling buried in work and like there’s never enough time? In this episode, we’re breaking down 7 simple ways to cut wasted time, work more efficiently, and finally get some breathing room.…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emai...2025-04-0210 minBusiness Strategy for CPA's341 Burned Out Uh-gain? May = Carousel Exit MonthLearn more about PEAK FREEDOM Caught on the burnout carousel? I've been there—spinning, fried, and desperate to jump off. Here's the key: your best window to safely exit the madness is May–July. Use these months strategically to shed bad-fit clients, increase prices, and get your sanity back without sacrificing revenue. Don't squander May.…Link to full shownotes: https://www.businessstrategyforcpas.com/341…2025-03-2613 minBusiness Strategy for CPA's340 [Marteting Series] How Accountants Can Make Marketing Dollars More Efficient with Matt BankerLearn more about PEAK FREEDOM If you’re ready for ads, here’s what you need to know about the money and the math of marketing.…Connect with Matt:LinkedIn: https://www.linkedin.com/in/mattbanker/Website: https://bankercreative.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/340…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenu...2025-03-1939 minBusiness Strategy for CPA's339 [Marketing Series] How CPAs Can Quickly Generate High-Quality Leads Using Social Media Ads with Alexis SlamaLearn more about PEAK FREEDOM Many accountants don’t want to market because it feels like a black box and they don’t want to pour money down the drain. When marketing is done well, it pays for itself and brings you the exact kinds of clients you want to work with. Marketing is worth learning to do well. Listen to my conversation with Alexis Slama to get up to speed on what works. …Connect with Alexis:Web: www.boosterdigital.frLinkedIn...2025-03-1246 minBusiness Strategy for CPA's338 [Marketing Series] The High Cost of Being Wrong About MarketingLearn more about PEAK FREEDOM If you’ve ever felt like marketing doesn’t work for accountants, this episode will change your perspective. Learn why many CPAs waste money on marketing, the key fundamentals you need before spending a dime, and how patience and strategy can make marketing a predictable growth engine for your firm.…Link to full shownotes: https://www.businessstrategyforcpas.com/338…If you feel trapped by your own accounting firm, I can help y...2025-03-0512 min
About Town | Hosted by Town of Cornelius Mayor, Woody WashamJoined By Robert Schwinn, CPA, MBAWelcome to About Town, the premier radio show dedicated to all things Cornelius, North Carolina! Guest Hosted by Jim Vogel, Lake Norman Small Business Network. On today's episode of ABOUT TOWN, Jim highlights local small businesses in the Lake Norman community. - Robert Schwinn, CPA, MBA | Schwinn CPA PLLC | Advisory+Taxes+Accounting | schwinncpa.comAbout Town | Thursdays | 11am to 12pm | WSICnews.comPhone Lines are OPEN | CALL 844-STUDIO-42025-02-2745 minBusiness Strategy for CPA's337 [Marketing Series] Start with the Fundamentals with Matt WilkinsonLearn more about PEAK FREEDOM If you wonder where to start with marketing, take heart. Start with the fundamentals, do those well, and you’ll have plenty of low-hanging fruit. …Find Matt Wilkinson on the..Web: bizinkonline.comLinkedIn: linkedin.com/in/mattbizink/Twitter: twitter.com/bizinkonlineFacebook: facebook.com/mattbizinkRESOURCESMarketing BlueprintIdeal Client Personal Template…Link to full shownotes: https://www.businessstrategyforcpas.com/3372025-02-2653 minBusiness Strategy for CPA's336 Working Too Many Hours? The Solution is Easier Than You ThinkLearn more about PEAK FREEDOM Today's episode is an audio replay of a webinar I hosted last week, "Working Too Many Hours? The Solution is Easier Than You Think."In this session, I walk you through the solution to overworking, what’s at stake if you solve (or don’t solve) the problem, the money being left on the table, and the steps you need to take to start reducing your hours—without sacrificing revenue.Since this was a live webinar, there were visuals, but even without them, I think you’ll get th...2025-02-1958 minBusiness Strategy for CPA's335 Niche, Price, & Productize in the Legal Space with Heather Pearce CampbellLearn more about PEAK FREEDOM Have you ever wondered how you might create digital products for your accounting firm to sell from your website with only a mouse click?Find out how Heather Pearce Campbell broke out of the “do-everything-for-everyone-by-the-hour” trap by providing essential legal support for online business owners in a scaled model. …Find Heather:LinkedIn: https://www.linkedin.com/in/heatherpearcecampbell/Website: https://legalwebsitewarrior.com/…Link to fu...2025-02-1245 minBusiness Strategy for CPA's334 4 Pricing Tools to Help CPAs Ditch Hourly Billing and Increase MarginsLearn more about PEAK FREEDOM If you're a CPA still billing by the hour, you're limiting your income. This episode covers four pricing tools to help you ditch hourly billing, price based on value, and increase profits—without working more. Learn how to price strategically, get paid for expertise, and manage demand. Stop pricing based on time! 🚀…Pricing Tools are the Key to Improving MarginsUsing these pricing tools helps my clients raise their prices by 30% at first, then 50%, 100%, and even 300% or 500% over time.2025-02-0518 minBusiness Strategy for CPA's333 Strategy Session with Logan George, CPALearn more about PEAK FREEDOM A strategy session with Peak Freedom member Logan George, CPA. Logan recently purchased a firm and had success bringing in his own new clients. We talk about prioritizing niche clients and phasing out non-niche clients over the next 1-2 years while protecting necessary cash flow. …Link to full shownotes: https://www.businessstrategyforcpas.com/333…If you feel trapped by your own accounting firm, I can help you stop the...2025-01-2923 minBusiness Strategy for CPA's332 4 Ways Accountants Can Stop Selling Gold at Bronze PricesLearn more about PEAK FREEDOM When it comes to offering price increases to Legacy clients who have been enjoying Gold-level service at Bronze prices, it's important to take action. Failing to adjust these prices means you risk being significantly underpriced over the years, which can lead to excessive hours worked for insufficient revenue. We want to reverse that dynamic—increase your income while reducing the hours you work.…Link to full shownotes: https://www.businessstrategyforcpas.com/332…2025-01-2215 min
Norman Real Estate Investing & Real Estate Financial Planning™ PodcastSecrets of BookkeepingLearn the secrets to real estate investor bookkeeping and accounting in Norman.
This class is Module 18 of 46 in a series called Real Estate Investing Secrets.
Topics covered in this module include:
What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business?
What is the one tool that helps you get and stay organized and allows you to easily share and back up all your digital files?
How should you organize your physical/digital files to make it easier to manage...2025-01-1756 minBusiness Strategy for CPA's331 Create the Accounting Firm You’re Meant to OwnLearn more about PEAK FREEDOM I want you to create the accounting firm you’re meant to own, rather than the one you think you’re supposed to build. This episode isn’t for everyone. It’s for those who feel frustrated, disheartened, dispirited, or distressed about their current situation. It’s specifically for those who feel alone in their struggle and find it difficult to articulate what they’re experiencing or don’t have anyone who “gets it.”You can resh...2025-01-1512 min
Town Talk w/ Bill RussellTalking with John Hunt and Adam BoatsmanWelcome to Town Talk on WSIC!Town Talk is your go-to radio show that showcases the vibrant and dynamic Lake Norman area, highlighting the businesses, non-profits, and the dedicated people who work tirelessly to make our community thrive. Hosted by none other than the esteemed President of the Lake Norman Chamber of Commerce, Mr. Bill Russell, each episode offers an exciting lineup of guests and discussions that matter most to our local residents.Today's Guests - John Hunt, Vice President / Financial Advisor - The Hunt Advisory Team with the Wealth Enhancement Group in Co...2025-01-0844 minBusiness Strategy for CPA's330 The High Cost of Switching AccountantsLearn more about PEAK FREEDOM Your clients’ Switching Costs are HIGH. The better you understand this concept, the easier it will be for you to increase prices with less fear you’ll send them running. …Link to full shownotes: https://www.businessstrategyforcpas.com/330…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ o...2025-01-0812 minBusiness Strategy for CPA's329 5th Annual: Accounting Jokes with Hazel and RemyLearn more about PEAK FREEDOM Happy holidays! Enjoy the annual tradition of accounting humor hosted by my two kids, Hazel and Remy. I’ll be back soon with a fresh batch of content to kick off 2025.…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love...2025-01-0103 minBusiness Strategy for CPA's326 Solopreneurship Rocks. With Matt Chiappetta, CPALearn more about PEAK FREEDOM Wish you could never have another staff meeting?I talk with Matt Chiappetta, CPA about his journey as a soloist: how long it took and what decisions he made to build a $250K accounting practice working 30 hours a week in two years. …Link to full shownotes: https://www.businessstrategyforcpas.com/326…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the...2024-12-0428 minBusiness Strategy for CPA's325 Radical Pricing to Optimize Profits with Jody Padar, CPALearn more about PEAK FREEDOM Do you wish you brought in more revenue for the hours you put in?Jody Padar helps you see the path to higher prices and profits while knowing where to start. https://theradicalcpa.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing...2024-11-2734 minBusiness Strategy for CPA's324 A Systematic Approach for Accountants to Increase PricesLearn more about PEAK FREEDOM Almost every CPA I work with is underpriced. However, increasing prices can be scary because you’re worried you will send clients running. Yet, when we apply pricing tools thoughtfully and systematically, we can increase prices significantly, reduce hours, weed out minnow clients, restore sanity to the firm, and bring revenue, profit, hours, workload, and client satisfaction back into balance.…Link to Pricing Intangibles:https://geraldinecarter.com/intangibles…Link to full...2024-11-2023 minBusiness Strategy for CPA's323 7 Payment Options CPAs Can Use for Tax ReturnsLearn more about PEAK FREEDOM Providing payment options is an intangible form of value that can be captured to increase revenue without adding more hours or work. Rather than say to your client, “Here’s how much you need to pay me,” instead you are saying, “How would you like to pay me?” You client appreciates the choice, and may choose an option that is a higher price for you for the same work.Payment options provide flexibility that your client appreciates, and you can use payment opti...2024-11-1320 minBusiness Strategy for CPA's322 21 Intangibles CPAs Can Price to Increase MarginsLearn more about PEAK FREEDOM 21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can:- Capture the value you are already creating by implementing more strategic pricing - Segment your marketplace and existing clients - Offer increased value at a higher price - Offer reduced value at a lower price- Maximize the potential revenue from your client base - Maximize the potential revenue from incoming prospects Mast...2024-11-0621 minBusiness Strategy for CPA's321 When Your Revenue Dries Up Overnight with Minnie Lau, CPALearn more about 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 niching into stock option planning and watching IPOs evaporate.…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end th...2024-10-3050 minBusiness Strategy for CPA's320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPALearn more about 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 Kyle made, in what order, and what the impact of those changes was. Connect with Kyle here: https://www.weselycpas.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own...2024-10-2344 minBusiness Strategy for CPA's318 The Power of Your Dread in Your Accounting FirmLearn more about 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. When you learn how to harness your dread, you get what’s on the other side: glory. …Take 45 seconds to watch Alex Hormozi coach this firm owner - from the 17:50 mark to the 18:40 mark.https://www.youtube.com/watch?v=bgBIO6nZawg&t...2024-10-0926 minBusiness Strategy for CPA's317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPALearn more about 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 challenge of reshaping a firm she had purchased into the one she envisioned. …Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos...2024-10-0237 minBusiness Strategy for CPA's316 Pricing vs. Value-BillingLearn more about 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 requires thinking like a person who prices. This episode will help you get this concept into your bones so you can start thinking like a pricer and bring in more revenue for equivalent work. …Link to full shownotes: http...2024-09-2508 minBusiness Strategy for CPA's314 How CPAs Can Reduce Overwhelm During Tax SeasonLearn more about PEAK FREEDOM We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure. During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentation despite months of begging and pleading. And then, like clockwork, a slew of clients submit their documents a week before the deadline and expect the world from the CPA who is thinking, ”Where the heck have you been all summer!” The CPA feels overwhelmed by the amount of work that ne...2024-09-1112 minBusiness Strategy for CPA's313 Geraldine on The Soul of Enterprise with Ron Baker and Ed KlessLearn more about PEAK FREEDOM Ron Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Revenue.…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 500...2024-09-0445 minBusiness Strategy for CPA's312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EALearn more about PEAK FREEDOM Do you know you need to raise prices but are intimidated by all the factors going into the decisions?Kathy Hayden, EA, and her sister, Julie Wagner, had 1100 clients with varying degrees of complexity, legacy, and price discrepancy.They share the 7 most important lessons they learned from their experience, including how it changed them and their firm for the better.…Link to full shownotes: https://www.businessstrategyforcpas.com/…...2024-08-2829 minTown Talk w/ Bill RussellJoined by Scott Brumley, Darcy Ridge, and Lynn BowserWelcome to Town Talk on WSIC! Town Talk is your go-to radio show that showcases the vibrant and dynamic Lake Norman area, highlighting the businesses, non-profits, and the dedicated people who work tirelessly to make our community thrive. Hosted by none other than the esteemed President of the Lake Norman Chamber of Commerce, Mr. Bill Russell, each episode offers an exciting lineup of guests and discussions that matter most to our local residents. Today's Guests - Lynn Bowser – CEO and Financial Advisor, Thrive Financial Partners - Darcy Ridge - Financial Representative, Thrive Financial Partners -Scott...2024-08-2143 minBusiness Strategy for CPA's310 From Exhausted to Having Her Life Back: Wendy Norman, CPALearn more about PEAK FREEDOM Two years ago, Wendy was working 70 hours a week in her firm. She was exhausted and “wanted to hide under the bed.”Now, she works 30 - 40 hours a week, has her life back, and brings in more revenue at higher margins.…Link to full shownotes: https://www.businessstrategyforcpas.com/310…If you feel trapped by your own accounting firm, I can help you stop the chaos and...2024-08-1442 min
The Recruitment Network PodcastEpisode 46: Liz Norman & Louise VineEpisode 46: Liz Norman & Louise Vine
The Recruitment Network provides a platform for successful recruitment leaders to share their stories, experiences and perspectives on what it takes to get to the next level. This episode presents an engaging conversation between two great business leaders: Louise Vine, Managing Director of Inspire Selection and Liz Norman, Founder/CEO of ENI.
Sneak Peak:
Louise Vine:
Throughout Louise's 20 year long recruitment career, she's helped 1000s of qualified accountants (CMA, CIMA, CA, ICAEW, CPA, ACCA) f...2024-06-2033 min
The FVS Valuation PodcastKeeping Reasonable Comp ReasonableJessica and Jordan join us as we delve into the topic of reasonable compensation adjustments in business valuation. Our experts discuss various methods for calculating reasonable compensation, identify available sources of information, and share their insights on applying professional judgment in determining when an adjustment is warranted. Don't miss this opportunity to learn how to recognize, apply, and distinguish between sources for reasonable compensation. Guests: Jessica Landay, ABV, ASA, CVA, MAFF, Harper Hofer & Associates, LLC Partner Jordan Graves, CPA/ABV, CFF Cooper Norman CPA's Principal Host: Greg Saunders, CPA/ABV, ASA, Keiter CPA P...2024-05-1619 min
Count Me In®Ep. 251: IMA Life: Norman Strauss - 60 Years in AccountingJoin host Adam Larson as he sits down with distinguished guest Norman Strauss in the latest episode of the Count Me In. Listen as they share engaging stories and insights from Strauss's 60-year career in accounting. From the challenges of embracing technological changes to his pivotal role in standard-setting committees, Strauss reveals the highs and lows of a lifelong journey in the accounting profession. It's a candid and valuable conversation that you won't want to miss! Full Episode Transcript: Adam: Today we have a special episode of Count Me In called IMA Life. W...2024-02-1228 min
Henssler Money TalksCase Study: Tax Tips for the Self-EmployedChief Investment Officer Troy Harmon, CFA, CVA, is joined by Erik Kramschuster, CPA/PFS, a Tax Senior Manager with Henssler CPAs & Advisers, and Associate Clay Norman, CFP®, to provide some tax tips for self-employed individuals, touching on self-employment tax and the available deductions those who work for themselves can take. Read the Article: https://www.henssler.com/unlocking-tax-savings-strategies-for-self-employed-individuals 2024-01-3011 min
Henssler Money TalksHenssler Money Talks - January 27, 2024Henssler Money Talks – January 27, 2024Season 38, Episode 4This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Erik Kramschuster, CPA/PFS, a Tax Senior Manager with Henssler CPAs & Advisers, and Associate Clay Norman, CFP®, to cover the University of Michigan Consumer Sentiment Survey, the Leading Economic Indicators index, and fourth quarter 2023 GDP. Erik provides some tax tips for self-employed individuals, touching on self-employment tax and the available deductions those who work for themselves can take. The financial expert Clay rounds out the show answering a listener’s question on how he can st...2024-01-2744 min