What Your CPA Wants You to Know
A podcast for entrepreneurs! We are a husband and wife team running our CPA firm together. We know just how difficult it can be to take your business dream to a reality. Our mission for this podcast is to guide, empower, and educate entrepreneurs in an easy-to-understand way! We want business owners to have the information that they need when they need it, AND without the hefty accounting invoices from a CPA! Follow along for practical advice, tips, and tricks from a CPA who knows what it is like to run a business, and strategies to keep your business thriving from an MBA! We will also show you how to run a business while keeping your family and sanity intact along the way!
What are you waiting for???
Episodes
94 episodes
93. BOI Report Saga: Stay Informed and Prepared for Change
The episode dives into the updates surrounding the BOI report, which requires LLC owners to report beneficial ownership information to FINCEN. Here we discuss the BOI updates as of today!• Introduction of the BOI report and its purpose&...
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Episode 93
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4:54
92. Balancing Business Growth and Family Life: Setting Boundaries in 2025
Ever felt like you're sacrificing your family life for business growth? It’s a dilemma many of us face, especially as we navigate the complex demands of 2025. This episode is a reflection on the art of setting boundaries to ensure that our prof...
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15:34
91. Business Owner's Guide to a Smooth Tax Season and End of Year Filings
Tax season is here and this episode delivers our help to navigate it successfully. We discuss critical deadlines, necessary filings, and how to prepare efficiently for your taxes while avoiding common mistakes. We cover all the questions that h...
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Episode 91
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17:55
90. Achieving Your Business Goals in 2025
Setting clear goals at the start of a new year is essential for any business's success. We encourage deliberate planning to review past performance, establish actionable goals, and stay aligned as a team throughout the year. • Refl...
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Episode 90
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18:45
89. BOI Report: Important Legal Updates and Filing Tips!
Please note: There is a temporary pause in enforcement of the BOI Report filing following a significant court ruling this month. Though we do think the BOI report will eventually need to be filed at some point.This episode walks you thr...
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Episode 89
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16:38
88. Throwback: New Business Owner? You're likely a Sole Proprietorship without knowing it!
THROWBACK EPISODE! OLDIE BUT GOODIE :)If you started a business and didn't file any paperwork, what type of business are you??? Do you know???The IRS will automatically classify your business as a sole proprietorship and that yo...
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16:20
87. Debunking Common Tax Myths: What You Really Need to Know!
Join us as we challenge common tax myths that we hear often from clients. We explain why your CPA doesn't need a collection of every single receipt, thanks to the magic of bank statements, and how the progressive tax system really works. <...
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Episode 87
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10:04
86. Year-End To-Do List For Business Owners!
There are SO many things for business owners to do at the end of the year + the first month of the new year! It's a LOT!This episodes guides you through what you should check off your list before the end of 2024. We help you get organiz...
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Episode 86
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25:13
85. Owner Distributions & What All Business Owners Must Know About Them!
Confused about transferring money from your business to personal accounts? Whether you run a partnership, S-corp, sole proprietorship, or partnership, we'll guide you through owner distributions and explain why these transfers aren't classified...
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Episode 85
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14:22
84. Why Bad Bookkeeping Is Costing You Money! Common Mistakes We See
Are you using QuickBooks or another accounting software? Are you using it correctly?In this episode we discuss the big issues we see with Quickbooks (mainly user errors) and the biggest bookkeeping mistakes we see often.With QuickBo...
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Episode 84
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17:27
83. Understanding Unrealized Capital Gains Tax: POSSIBLE New Tax Law!
New tax laws coming in hot. Have you wondered what an unrealized capital gains tax could mean for you? Discover how the proposed tax changes could impact investors, from high-net-worth individuals to everyday people, and why it's crucial ...
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Episode 83
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9:56
82. Sticky Business Partnerships + Lessons Learned with Sarah Mechling
Curious about the secrets to stress-free potty training and successful business partnerships? Join us as we chat with Sarah Mechling, the brilliant mind behind Tinkle and Toot, a pott...
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Episode 82
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25:04
81. Teaching Kids About Finances: Practical Advice for Parents
Ever wondered how to equip your kids with the skills to manage money wisely? In this episode, we share things we do with our kids to teach them about money!We discuss how guiding your children to save for big-ticket items, like their fi...
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Episode 81
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25:21
80. Accepting New Clients! The Benefits of a Monthly Accounting Plan
What if you had a personal trainer for your business finances? In this episode, we introduce our Monthly Accounting Plan, designed to help business owners stay ahead of their accounting and tax duties, and budget for accounting services!
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18:05
79. The Power of Smart SEO Strategies with Maggie Schneider of Hilltop Help
Ever wondered what increasing your website traffic could do for your business? Meet Maggie Schneider, a Squarespace web designer and SEO consultant that specializes in increasing online visibility for her clients in the health and wellness spac...
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Episode 79
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29:53
78. The Ultimate Tool for Entrepreneurs: Stan Store the All-In-One Tool
How did managing your online business become such a technical headache? Discover a game-changing solution that’s transforming the way creators, influencers, and business owners operate. In this episode we discuss the benefits of Stan Store—a ro...
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Episode 78
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14:21
77. Common Mistakes We See Business Owners Make
Ever wondered how to steer clear of the most common pitfalls as a business owner? In this episode, we tackle everything from opening separate business bank accounts and maintaining proper bookkeeping, to avoiding the pitfalls of ra...
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Episode 77
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20:30
76. The Power of Humor in Marketing With Janelle Baum the Ortho Influencer
Ever wondered how humor can transform your marketing? Join us as we welcome Janelle Baum, the orthodontic influencer, who shares her unique journey from an orthodontic treatment coordinator to a sought-after speaker and consultant. Janelle's co...
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38:00
75. Streamline Your Business: Our Tools + Tips for Efficiency and Growth
Ever wondered how a small CPA firm can handle a large workload efficiently and produce record breaking profits? This episode is your gateway to understanding the secret sauce behind our firm's growth and productivity. In this episode we share b...
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Episode 75
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33:03
74. Health Insurance Options For Business Owners
Forking over $31,200 yearly for health insurance as new entrepreneurs sounded like a financial nightmare. That was not in our budget when we started our business years ago. We did some research and stumbled upon the world of health sharing plan...
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Episode 74
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25:54
73. Updating Your W-4 Form: Why It's Crucial to Get It Right
Throwback: In this episode we explain the importance of keeping your W-4 in check, ensuring you're not caught off guard with a hefty tax bill or a disappointing refund.We get so many questions about the W-4 form and how it should ...
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Episode 73
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13:01
72. All LLC Owners MUST File This *NEW* Federal Report! Here's What You Need to Know About The BOI!
Have you heard of the new Beneficial Ownership Information Report that must be filed by all LLC owners in the U.S?!? This is the first year it is required and it is due quickly if you filed a NEW LLC in 2024. It's due by the end of the ye...
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Episode 72
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9:35
71. It's Time To Have A Quarterly Review Meeting: How We Track Our Goals & Growth in Our Business
In today's episode, we take off our "accounting" hats and put on our "business owner" hats to share how we do a quarterly meeting in our business and how you can do it too!Ever wondered how tweaking your pricing strategy could work wond...
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Episode 71
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29:36
70. Reviewing Your Tax Return: A Skill Everyone Should Know!!!
Do you know how to read your tax return? Do you review your tax return when your CPA sends it over? Do you know how? In this episode we explain the numbers on your personal tax return (Form 1040) and how to review your tax return. ...
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Episode 70
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29:30
69. Building a Business You Love: With Josie of Love for the Littles
Every now and then, we cross paths with someone whose strength is so palpable, it resonates through their stories and touches our lives. Josie's story of unwavering love and resilience as she navigated the diagnosis of her third daughte...
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Episode 69
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34:54