MBA Podcast: Move Beyond Accounting

Unlock the secrets to successful business turnarounds with Rob Foss! In this episode of the Move Beyond Accounting Podcast, we dive deep into the strategies that can save struggling companies and boost their performance. Key takeaways: Understand the importance of internal audit experience for aspiring executives. Learn how to identify and address macro changes in business environments. Discover t...

Unlock the secrets of remote accounting and investment advisory with Caitlin from Clockwork Accounting! In this episode, we dive into how Caitlin built a successful virtual accounting firm, offering unique insights into client service and financial literacy. Key takeaways: Discover the benefits of a virtual accounting practice. Learn how Caitlin combines accounting with investment advisory. Unders...

In this episode of the Move Beyond Accounting Podcast, we dive into entrepreneurship with Jeff Mard, founder and CEO of Channel M. Discover how Jeff's diverse experiences in marketing and business have shaped his approach to connecting brands and driving growth. Key takeaways: Jeff shares his journey from sports marketing to entrepreneurship. Learn about the importance of building strong brand...

Unlock the secrets of real estate investing with tax expert Eric Bruner! In this episode of the MBA podcast, we dive deep into tax strategies for real estate professionals, covering everything from LLC structures to 1031 exchanges. Whether you're a seasoned investor or just starting out, this conversation is packed with valuable insights to help you maximize your returns and minimize your tax liab...

Discover how to navigate financing challenges and capitalize on growth opportunities in the Canadian business landscape with Grant Daunheimer from Diamond Willow. Key takeaways:* Understand the unique challenges faced by mid-market companies in Canada.* Learn about the importance of risk appetite and cultural differences in business.* Explore the role of private credit in supporting growth and acq...

In this episode of the Move Beyond Accounting Podcast, we dive deep with Keith McNamee, a serial entrepreneur and principal at Access Business Advisory. Keith shares his inspiring journey of transforming a small company into a global brand, the challenges of managing growth, and the importance of financial intelligence in business success. Key takeaways: * The pivotal role of innovation in busines...

In this episode of the Move Beyond Accounting podcast, we dive deep into the world of finance, investing, and entrepreneurship with Colin White, CEO of Verecan. Discover how Verecan is revolutionizing financial services by eliminating conflicts of interest and focusing on client needs. Key takeaways: 00:00 Introduction to Colin White and Verecan 00:25 The importance of eliminating conflicts of int...

Ran Lewin shares his career journey from public accounting to internal audit and then to budget and planning at York University. The conversation explores the role of internal audit in finance, the transition to budget and planning, and the decision to split the CFO role into two positions, highlighting the challenges and benefits of activity-based budgeting and the interplay between internal audi...

Malik Salamatian, CEO of PennyDrops, shares his global upbringing, the role of sports in his life, his studies in economics, and the origin and growth of PennyDrops. He discusses the structure and operations of PennyDrops, his role as CEO, the impact of PennyDrops' curriculum, investing and financial literacy, the funding and business model of PennyDrops, and his future aspirations and superpower....

The conversation covers Shannon Weatherall's career progression in accounting and finance, including her roles at Farm Credit Corporation and her transition to Access Communication Cooperative Limited. It also explores the cooperative business model and its unique structure and impact on the community. Shannon Weatherall discusses the importance of partnership in leadership, navigating different l...

Debby Sapp, CFO of Kernel Equity, discusses the unique business model of providing programming services in exchange for equity, the impact of AI on business, the importance of budgeting, her passion for accounting and finance, and the balance between work and personal life.

The conversation covers Chris Hutton's diverse industry experience and the role of standardization and simplification in finance. It delves into the challenges and strategies for managing finance across multiple companies and the impact of standardization on scalability and efficiency. The conversation covers topics such as FinTech innovation, investment lifecycle, remote team management, strategi...

The conversation covers John Kogan's journey from CFO to entrepreneurship to CFO, the deployment and impact of AI in the finance organization, and the adoption of AI in professional service firms. It explores the transformational role of AI in finance and the challenges of AI adoption in professional firms. The conversation covers the impact of AI on the workforce, teaching AI in finance, leadersh...

The podcast episode features a conversation with Tamir Scheinok, who shares his journey from founding and growing a design agency to transitioning to social enterprises. He discusses the challenges and key success factors of assuming the roles of COO and CFO, as well as the differences between for-profit and social enterprise experiences. The conversation covers the challenges of running a nonprof...

In this episode, Brian R. McNeill, the CFO at Molloy University, shares insights into his career journey, the transition to higher education, and the challenges and changes in the education industry. He discusses the importance of mentors and sponsors, the benefits of internal movement, and the impact of technology on education. The conversation delves into the impact of AI on education and the wo...

The podcast discussion with Charlie Beaulieu, founder of Tidal Accounting, delves into the specialized world of dental accounting and the unique challenges and opportunities it presents. From the importance of team management in dental practices to the impact of government subsidization, the conversation provides valuable insights into the dental industry and the role of financial services within...

In this conversation we are joined by Iain Bundy who discusses that challenges beyond building a business to discuss the challenges associated with a business exit, the process of preparing for an exit, navigating the exit process, and maximizing business value. Key takeaways include insights into entrepreneurship, lessons from Iain's own business exit, and strategies for creating business value....

Discover how to establish a thriving bookkeeping business with insights from Ericka Redic. Learn key strategies and common pitfalls to avoid for entrepreneurial success. Starting a bookkeeping business can be daunting, but with the right insights and strategies, it can also be incredibly rewarding. In this post, we’ll explore key takeaways from my conversation with Ericka Redic, founder of "I Love...