Showing results by author "CPA" in All Categories

Welcome to the Knowing What Counts Podcast, your go-to resource for expert financial guidance tailored to high-net-worth individuals and thriving businesses. Hosted by the experienced professionals at MP CPAs, this podcast dives deep into strategies that help you protect, optimize, and grow your wealth. From tax planning and wealth management to business strategy and financial decision-making, we bring you the tools and insights to navigate your financial journey with confidence. Tune in and discover why success truly begins with knowing what counts!Whether you’re looking to streamline your ...

Hi, I’m Stephen Lee — Certified Public Accountant (CPA) and Certified Private Wealth Advisor® (CPWA®). On this channel, I share proven strategies to help high earners, business owners, and professionals keep more of what they make, minimize taxes, and build lasting wealth. Whether you’re optimizing your S-Corp, investing smarter, or managing 1099 income, this channel gives you the tools to make confident money moves — backed by real client experience. Subscribe for smart, actionable advice. The information provided on this channel is for general information and entertainment purposes...

I've always been fascinated by the story of how the early Christian Church transformed the world. It's a story that begins with a single visionary—Jesus of Nazareth—and a modest management team of twelve apostles. They had no wealth, no armies, no political connections, and no infrastructure. They operated in a Roman Empire that was the epitome of power, wealth, and cultural dominance. Yet, within just a few centuries, the Church overtook and surpassed the Roman Empire, not only in influence but in reshaping its culture and values. This wasn't just a matter of religious belief. It was an ...

Alberta Chartered Professional Accountants (CPAs) are remarkable. They’re experts and entrepreneurs; innovators and change makers; early adopters and trailblazers. And they each have a story to tell. Listen to the Uncommon Sense podcast to hear Alberta CPAs share their stories and insights on leadership, business, education, finance, technology, and so much more. Uncommon Sense is produced by the Alberta CPA Education Foundation’s Hesje CPA Knowledge Centre.

Discover the ins and outs of personal finance—in a language you can actually understand—with these clear, straightforward definitions and explanations of all things finance from income and assets to credit, loans, and debt, to stocks, bonds, money markets, and more. The personal finance book...

Ever wonder why understanding your business finances has to be so difficult and why your CPA can’t explain things so you can actually understand them? If you’ve found yourself wishing you could find a place to FINALLY learn how to set up your business, get your finances under control and grasp the overcomplicated tax code, then look no further. I’m a CPA and have worked with thousands of small business owners. I’m going to walk you through setting up your business, getting control of your finances, and savings taxes, one short but informative episode at a time. Whether you’re just ...

Upleveling is the podcast for entrepreneurs who want to build better leaders, smarter systems, and bigger results. Hosted by Joy Lutz, CPA, each episode dives into mindset, operations, and strategies to help you grow your business.

Vision Claimed podcast is created to help individuals unlock their true potential. This podcast is for professionals and entrepreneurs who are ready to break through obstacles, reclaim their vision, and take bold steps toward success. Through insightful conversations, expert strategies, and real-world stories, we dive into what it takes to move past plateaus, navigate challenges, and create a path that aligns with your goals. If you're ready to claim your vision and turn it into reality, you’re in the right place.

Full Send CFO delivers fast, no-fluff financial tips and insights for small business owners, founders, and key decision-makers, helping you make smarter money moves at every stage—from incorporation to scaling past $10M+ in revenue.Each episode cuts through the noise to tackle real-world financial and business challenges, from cash flow crunches to pricing strategies and profitability, all in a quick, digestible format designed for busy leaders.While not every topic is strictly CFO-level, every insight supports the Office of the CFO, equipping you with the concepts, strategies, and tools to ...