Showing results by author "CPA" in All Categories

Whenever laws are passed, huge opportunity is created. Several states have allowed partial legalization for medical purposes and a few for recreational use. This book will give you some advice and general information about investing in this new opportunity.

In this audiobook, we will explore the accounting closing process, the final process in the accounting cycle, the critical process needed to prepare for the next accounting period, and a process often misunderstood.

This book covers the adjusting journal process of financial accounting and the creation of financial statements, the creation of financial statements being the end goal of financial accounting, the product that the financial accounting system is designed to produce. Financial statements are the primary tool decision-makers use when making financial decisions. Financial statements are the preferred format for financial data to be compiled.

Accounting Instruction Reference #100 will cover introductory accounting topics needed as a foundation for developing an understanding of most accounting concepts, accounting basics - including accounting objectives, the double entry accounting system, and the accounting equation. The accounting 101 concepts presented in the audiobook are at the heart of all financial accounting.

In this one-of-a-kind program, author and certified public accountant Lester Davies will show you a secret used by financial insiders to literally walk away from thousands of dollars in debt and free themselves from endless collection activities. This completely legal, yet little-known technique works for them and it can work for you too!

As a certified public accountant (CPA), I compiled this brief guide on SEP IRA, or the Simplified Employee Pension Individual Retirement Account, because several of my friends and family who are self-employed and business owners kept asking me how to start one, and what it entails.

Feeling financially tapped, emotionally trapped? Do you feel the heat rise in you every time you pay bills or feel the aggravation of watching a loved one waste money? Is your "Money Nerve" being pinched? This audiobook will help you navigate your emotional response to money, tips for making conscious choices, and living a life of proactive abundance.

Jane's unique approach, refined over years of working with clients one-on-one and in group classes, is clearly presented in The Problem with Money? It's Not About the Money! Jane begins by identifying money beliefs in seven key areas and exploring how they influence behavior in seven facets of our lives. Then she provides tools and techniques for gaining power over these beliefs so a change of financial behavior naturally emerges.

Learn the 25 keys to unlocking the powerful and useful information buried in corporate financial statements, in this program from the New York Times Pocket MBA series. You can also subscribe to an audio edition of the Times.

A comprehensive and easy-to-understand guide to the ins and outs of retirement planning—the key resource for creating a retirement you can live on! How much do I need to retire? Can I retire early? What’s the retirement age, anyway? No matter whether you are 25, 65, or any age in between...

Welcome to 'Profit Pathways With Dr. Lilly Mbinglo'! 🎙️ Join Dr. Lilly Mbinglo, a renowned CPA, on a transformative journey of financial enlightenment. Our podcast is tailor-made for business owners, nonprofit leaders, and entrepreneurs seeking insights into maximizing profits, navigating tax complexities, and achieving sustainable growth. Discover expert advice, strategic tips, and motivational content that not only enhances business acumen but also fosters personal development. For further information and comprehensive financial solutions, visit www.arknps.com. Let's share the pathways!...

Many feel uncertain about how to plan for a fulfilling and financially secure retirement—but with the right guidance, it becomes much simpler. Whether you're just starting or feel behind, Retirement Financial Planning is your practical, no-fluff guide to building wealth, managing lifestyle changes, and ensuring your money lasts throughout your golden years.

Dive into the world of large-scale real estate with Brandon Hall and Dylan Brown, CPAs with deep experience working with major portfolio operators. The Major League Real Estate Podcast delivers actionable insights for those managing and building expansive portfolios. Delve deep into subjects from finance, tax, and intelligent market analysis, to mastering team dynamics, optimizing operations, and leveraging cutting-edge technology. The show features industry giants with storied successes, sharing anecdotes of their portfolio-building journeys—hard-hitting and no-fluff. If you’re looking to...

On The Nervous System of Money, Simone CR, CPA, challenges the traditional "push at all costs" mentality of modern business. Drawing on +20 years as a global CPA and management consultant, Simone bridges the gap between high-level business and financial strategy and the human nervous system. Whether you are a founder scaling a team or a leader building your business, Simone explores how your internal state dictates your external results: from decision-making clarity and conflict resolution to the overall ROI of your business. Through solo deep-dives and interviews with top-tier founders and ...

Owning a business is not a linear journey and the number of areas you have to become an expert in overnight can be overwhelming. Join me in my "let's grab a coffee" show about creating and succeeding in the small business world. I'm a CPA who has figured things out the hard way. I've grown and then realized scaling back was my sweet spot. I've struggled with the insane world of social media, and commiserated with thousands of clients over ever-changing tax rules. I'm keeping it real and simplifying things that shouldn't be so complicated to begin with. You don't have to put up with clients ...

Leaders of the Ledger from CPA Practice Advisor in partnership with Rightworks spotlights the people and ideas shaping the future of the accounting profession. Each episode host Rob Brown interviews influential firm leaders, innovators and rising stars to uncover how they are tackling today’s biggest challenges whether it is client advisory services, AI and technology, talent strategy or firm growth through M&A. Built on CPA Practice Advisor’s trusted recognition lists like the 40 Under 40 Influencers in Accounting and other collections of prominent professionals, this show goes beyond the...

Roadmap 2 Wealth is the podcast for anyone looking to navigate the complex world of personal finance and build a solid foundation for their financial future. With over 18 years in the accounting and finance, Carlos McWhorter, CPA, empowers listeners with the knowledge and insights necessary to make informed investing and personal finance decisions.

Built by Margin is the podcast at the intersection of risk × numbers × decisions — for founders who want profits and peace. Hosted by Laurie Chen, CPA, MBA (Fractional CFO + CPA + Author of Risk Worthy), you’ll get financial strategy, decision frameworks, and investor-ready thinking to scale without burning out. Build margin. Take better bets.

Welcome to No Se Habla Taxes—the podcast where real talk meets real numbers. I’m Melissa: CPA, fractional controller, solo practice owner, and your no-fluff financial translator.Every other week, I get brutally honest about what it’s really like doing my own bookkeeping (yes, even the meltdowns) so you don’t have to learn the hard way.If you’re an early-stage founder, creative entrepreneur, or service-based solopreneur doing your own books in QuickBooks Online, or avoiding them entirely, this show is for you.No Se Habla Taxes is part confessional, part crash course, and 100% ...

The purpose of Building Your Wealth Bridge is to help you take that next step as an investor. It aims to cover a wider range of important financial topics while providing you with more in-depth information on the techniques, technology, and professionals you can leverage to tackle these topics on your own. Because this is a complex and lifelong voyage, this book also highlights the value an effective financial advisor can provide to investors and what you should expect from an effective advisor during your Wealth Bridge journey.