The Finance & Accounting Show

Choosing Between Accountants, Bookkeepers, and CPAs for Your Business Understanding the Distinctions and Identifying Your Business's Requirements The selection of an Accountant, Bookkeeper, or CPA can be puzzling for business proprietors. Gain insights into these roles and determine the ideal fit for your business. In this week's episode, we unravel the differences and guide you through...

Safeguarding Your Business: Preventing Embezzlement and Financial Loss Embezzlement - a threat no business owner should overlook. Discover proactive steps to shield your business and spare yourself from the ordeal of recovery. Join us in this week's episode where we delve into 'Strategies for Protecting Your Finances and Business Against Embezzlement'. Gain insights to fortify your...

Demystifying Inflation: Why It Matters for Your Business | #CFOGamePlan Lately, the term "Inflation" has been making waves. But let's break it down - What exactly does it mean for YOU? Why is it worth your attention, and how can you equip yourself with enough knowledge to make well-informed decisions for your business? Tune in to this week's enlightening episode of #CFOGamePlan...

When it comes to cash flow, every business has to keep a close eye on this or at least have a process for monitoring the trends in its cash flow.  In this episode, we discuss Four Ways to help improve your business's cash flow - check out the full episode at the link below. #business #cfogameplan #businessfinance #financeforbusinessowners

So how do you position your business for a multi-million dollar merger? Well, we sat down with the founder of Summit CPA to hear about his journey and the story of how the Summit and Anders CPA merger came about.  We also discuss some common mistakes that business owners make that stop them from being an attractive company that could be worth buying.  Every business owner needs to understand this...

Like any other organization, churches need bookkeeping support, and with the uniqueness of tax treatment, they must have the proper help from the right accountant. In this episode, I sit down with Bob Dye, CEO of Good Sheperd Bookkeeping, as we talk about his journey and how he helps provide churches with the financial insight they need to manage the resources they've been entrusted with effe...

What is happening regarding ESG (Environmental Safety & Governance)?  In this episode, we decided to go to one of the leading research institutes on ESG and speak with Dr. Sandra Vera-Munoz.  This award-winning professor has been consistently recognized and published in respected publications from the late 1990s to her latest writings of the summary 2022. In this conversation, we discuss how E...

We are all swimming in a world of opportunity, but often, that opportunity is hidden within the Data. This is why what Laura Gebauer and the rest of the team at BerganKDV are doing in their growing data analytics services is essential.  Unlock the next level of opportunity in your business with better data analytics Check out the full video interview at businesstalklibrary.com/thefinanceandaccount...

When it comes to accounting firms and automation, how do you do it?  We sat down with Korey Cournoyer of GrowthLabs because they are making things happen in the automation space for business owners and other accounting firms.  Korey shares critical tips for what makes a successful automation process and what often leads to an unsuccessful effort. Check out the full video interview at businesstalkl...

The Accounting industry is in the middle of a massive change, and there are some critical industry leaders like Dark Horse CPA, co-founded by Chase Birky, who are leading change for the better.  In this conversation with Chase, we discussed his experience and the role that Dark Horse has played and will continue to play in helping shape the accounting experience of the future. Check out the full v...

When it comes to making sure you get the money that you deserve, there are some very critical things you can do, and technology is an essential part of that process, so check out this conversation that I had with Aiwyn on the conversation  Check out the full video interview at businesstalklibrary.com/thefinanceandaccountingshow. #businesstalklibrary #accounting #finance #businesscontent #business

What would a Hollywood-produced show about Accountants look like?   Join Dave Ashworth and me as we discuss the PBC Accounting show.  Check out the full video interview at businesstalklibrary.com/thefinanceandaccountingshow. #businesstalklibrary #accounting #finance #businesscontent #business

What would happen if one of your clients made an insurance claim and it got denied?  How much would that hurt their business, and what would you even do about it? This is why trusted business advisors like yourself need to know people like Taylor Grant. Public adjusters like him learn how to get involved and help you and your clients "be made WHOLE" so you can get back to running your bu...

Is the accounting industry ready to accept its new reality?  Prepared or not, the market is demanding change when it comes to accounting services, so we sat down with Roger Knecht, a dynamic thought leader in the accounting industry who is helping bookkeepers, accountants, and finance professionals adapt to the new demands of the industry so they can thrive and build profitable accounting firms Ch...

How do you go from messaging a few friends on Facebook to building a National Firm recognized as an Accounting Firm Partner by a multi-billion dollar company in just a few years?  Well, this is not the typical story for everyone. Still, it is the story of Jason Robinson of Future Advisory of Australia, and we dive into his story to share great insights. Check out the full video interview at the bu...

Business Talk Library sits down with Lance Rubin; Founder of Model Citizn https://www.modelcitizn.com/

How do you find your niche type of client?  Well, we sat down with Brooke Swan to learn about her experience and how she became a master of Job Costing regarding bookkeeping and accounting for Trades related businesses. Check out the full video interview at the businesstalklibrary.com/thefinanceandaccountingshow. #businesstalklibrary #accounting #finance #businesscontent #business

What if you had all of the essential data to build a TRUE financial forecast in one System? How much better would your life be as a Finance Leader or FP&A professional if you had a system like this?  Well, we sat down with co-Founder Joe Garafalo to learn more about the Mosaic. Tech Strategic Finance Platform. Check out the full video interview at the businesstalklibrary.com/thefinanceandaccou...

Do you understand what has changed with Lease accounting? Do you have a good process for managing your lease agreements?  These are serious questions that both private and publicly traded businesses have to think about and answer, and the truth is if they don't have the right solution, it will be a nightmare.  We sat down with Greg Kautz of Black Owl Systems to get a few tips on some things h...

What happens if your business grows too fast? If a company goes bankrupt, does that mean that it is worthless?  All these are essential questions that a great FP&A expert can help you answer.  We sat down with Chris Reilly to talk about his experience assisting major and mid-market companies in navigating the complex reality of business and how he helps them simplify financial strategies that...

You will never really GROW & SCALE if you do not have systems. Usually, accountants stay away from definite statements, but I stand behind this wholeheartedly, and so does my good friend Alyssa Lang.  Alyssa and I had a great discussion about why so many business owners and professionals are hitting a wall and getting stuck. Check out the full video interview at the businesstalklibrary.com/the...

Do you feel like you have Work-Life Harmony? If we are honest, most people would probably say no, and part of that is because we have never taken Amy Vetter's advice on separating our beliefs and desires from what others have told or instructed us to believe. In this conversation, I sit with Amy Vetter, a CPA, Yoga instructor, and Technologist, as we discuss the real challenges of working, bu...

Its true - technology has transformed the accounting industry so this isn't your Dad's version of accounting, but that doesn't mean we don't have room for a few DAD JOKES.  We sat down with Lukas Sundahl because he is a non-traditional accountant that is bringing humor to the study and understanding of accounting through content creation. Enjoy the episode Check out the full in...

Do you have the right Cyber Security Risk Protections for your business that you should?  Well, if your like most Law Firms, Bookkeepers, or Accounting Firm owners, your answer is likely "I am not sure," so we brought on a great guest Jock Wols to help break this down and talk about some of the common gaps that exist in your average firms Cyber Security and Professional Liability protect...

It is sad to say this, BUT most business owners work extremely hard for FREE.  When most people start a business, they practice this strange habit of not thinking about profitability.   They are so focused on paying expenses first that there is often not enough money left over to enjoy as a profit. This is why we sat down with Ron Saharyan to understand what is Profit First is and what a Profit Fi...