The Finance & Accounting Show

Which financial strategy is more important, your Business or your Personal Life? Ok...that is a little bit of a trick question because both of these strategies are so intertwined that you should not make them compete/fight with one another. We sat down with an amazing financial advisor Diane Gardner CFP, CDFA, and had a great discussion talking about how she helps expose business owners and indivi...

How often do your clients go to social media and openly brag about how much you helped their business grow? Recently I saw a post from a fellow CPA that had nothing but great things to say about Lydia Desnoyers because Lydia took the time to help her develop the mindset and a few key strategies that led to her first 5 figure client contract. After seeing that post I said I have to have Lydia on th...

What would make you leave Wall Street and head to Main Street? This week we sat down with a gentleman that started his career on wall street but along the way some things happened which led him to shift his attention to leave Wall Street and start building a tax services business with his partner. Many might ask why would you leave wall street, well Bill Hampton tells us in this interview. Check o...

 When it comes to making decisions good and insightful DATA is King but how do you take the data you have and use it to drive your business to success? Enjoy the full episode!

Are you compliant with the latest rules on Sales & Use taxes? As you work to evolve your business and ensure that you can still thrive in the new world of business this is an important question that you should be asking yourself. To help you answer this question we sat down with Megan Higgins the VP/GM eCommerce and Marketplaces at Avalara because she has a wealth of insight and knowledge on t...

Are you spending 80% of your time where it matters the most? Robert Bendetti shared some great advice that I think every business leader needs to remember when it comes to building and running a successful and profitable business. 

If you wanted to sell your business for a profit, what numbers matter the most? In our conversation with David Worrell, we dove into a very important topic that far too many business owners ignore or never really quite figure out and that is how to answer the critical question of "how do I create real value?".  David talks about his experiences of starting, growing, and selling businesse...

In this episode, we go back to a 2020 discussion we had with Chris Ortega; Senior Director, Global Finance - Emarsys. Chris was named the World's Top 10 Voice in Accounting, Finance & FP&A.  What you'll learn -  1) What it means to look for opportunities to Fail  2) The bread and butter of any successful business 3)  The importance that culture plays in building a successful comp...

Where do you go when you want to learn how to successfully start, sustain and grow your start-up? You go to Founder's space - Founders Space is one of the leading startup accelerators in the world, with over 50 partners in 22 countries. Ranked the #1 incubator for overseas startups by Forbes and Entrepreneur Magazines . This week we are sharing our discussion with the Founder of "Founder...

This week we're sharing a sit down with Sam Palazzolo the Founder of Tip of the Spear Venture; a company focused on business financial investments and advisory services. A local to Detroit Michigan Sam shares his story about how he went from growing up in the restaurant business, manufacturing to eventually landing in the Venture Capital space. His story reminds us that any good idea requires...

What does it really take to have a financially successful business?  This week we are sharing our interview with Ed Patton; the CEO of Patton Trender; a financial advisory firm that is focused on helping businesses achieve financial clarity through the key fundamental elements he shares in the episode. Ed brings over 45 years of experience and a wealth of knowledge to this conversation.  Enjoy the...

The best kind of business is word of mouth! In this episode of the show, we talk to Stacey Randall Brown. Stacey teaches small business owners, solopreneurs and sales professionals how to generate referrals without asking, without manipulation or feeling inauthentic. Stacey brings a wealth of knowledge and we are excited to have her share it on the show.  --- If you like what you’ve been hearing o...

In this week's episode of the Finance & Accounting Show; we sit down with Andrew Krzesinski; Manager & VP at PNC.  Andrew shares his journey as well as insights he has learned after more than a decade of working in the banking industry.  At some point in their business journey; business owners will need some sort of funding.  This help will help provide clarity to the process.  --- If...

In this episode, we talk to John Briggs; Founder and CEO of your not typical accounting tax firm - Incite Tax - a company that helps taxpayers save money on their taxes. This isn't your traditional or typical “tax firm”, but actual human beings that do tax and accounting.  We talk to John about how he built his company, his phenomenal team and the lessons he has learned along the way, and adv...

The resilience of a single mom that just wouldn't accept defeat or allow any setback really has blazed a new path for an industry that is really picking up steam.  In this episode, we sat down with a lady who was truly building a business that was before its time. Now she is 10 years into her business and is highly recognized for her achievements.  More about Nesha - https://paicpapllc.com/ab...

"Paralysis Analysis" - a term you often hear when there is too much information or data and people don't know what to do with it. In this week's episode,  we talk to Michelle Carlos McCauley Vice President of, Global Renewals, and Preston White Strategy & Programs Director of Global Renewals at Salesforce about how to leverage data to help drive your business forward.  ---...

In this episode, we feature Jack Topkins; Managing Partner at Pineapple Consulting Firm and talk about how a business owner should be leveraging data to make decisions in their business.  --- If you like what you’ve been hearing on this podcast, we invite you to go wherever you’re listening to this episode and leave us a comment or review. Tell me what you love about this episode! Or better yet, t...

Accounting is the language of business and as the saying goes ..  if you don't understand the language you will most likely never become successful and probably spend all of your time struggling to survive.  We sat down with a leading UK authority in the field of accounting James Wright to hear all about the amazing ways that he makes accounting simple enough for everyone to understand it.  -...

 When it comes to finding profitable opportunities in the world of investing you NEED to work with someone that understands how the market works  and how to find the best deals in any market.  All of these are reasons why we thought Chris Wiesehan would be perfect to help us understand the world of investing  https://www.cjwcapital.com/ --- If you like what you’ve been hearing on this podcast, we...

When it comes to business there are tons of opportunities for financial pitfalls and risk so you have to either figure out how to overcome these yourself or work with an amazing professional like Kyle Candlish from Spender Financial to figure out what are your options. https://www.spencerfinancialinc.com/ --- If you like what you’ve been hearing on this podcast, we invite you to go wherever you’re...

What if understanding money became the new cool thing that everyone was doing?  Well, you are in luck because that is exactly what the amazing team over at Cool Money Coach is doing and we had the privilege to sit with Martin Sanchez and Inga Andreyeva to talk to them about their business and how they navigated the pandemic as a new business. --- If you like what you’ve been hearing on this podcas...

Everyone is talking about leveraging technology to help you run your business better, increase productivity or add more value but the truth is all of these options can be overwhelming. We sat down with The Hype Girl for Accounting Apps, Heather Smith, to hear her insight on tips that you can use to become a master at the right type of tech apps and tools. --- If you like what you’ve been hearing o...

When you really commit and take your opportunity serious there will be so many more opportunities that come your way and it is up to you to choose what path you want to pursue. We sat down with thought leader, Drew "The Rapping CPA" Carrick, to hear his story of how he went from a typical accountant to a Rapping thought leader. --- If this is your first time tuning in, we encourage you t...

How will you exit your business? Nothing last forever especially your business so you should have an exit plan and preferably one that allows you to Exit Rich. We sat down with the expert that has helped thousands of business owners buy, fix, grow and sell their business and she shares some amazing tips that every business owner needs to know. Thanks Michelle Seiler Tucker for coming on the show....

For years, the average person has been blocked out of the opportunity to invest in local businesses in certain ways, so companies like Vicinity Capital with founders John Crawford & Josh Rollins decided to tackle this issue by connecting local businesses with local investors. When local businesses connect with local investors this creates a win win scenario for everyone involved. --- If this i...