Innhold levert av Earmark Media and Heidi Henderson. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Earmark Media and Heidi Henderson eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Step one for starting a small business is often coming up with an exciting idea. But what is step two? Step three? Steps four through launch and beyond? On our second episode, and first iteration of our Small Business Starter Kit Series, Austin and Jannese visit The Candle Pour to chat with founders Misty and Dennis Akers . They’ll tell our hosts about how they got their business off the ground and about all the things that go with it: from incorporation to trademarks. Join us as they detail how they went from Grand Idea to Grand Opening. Learn more about how QuickBooks can help you grow your business: Quickbooks.com See omnystudio.com/listener for privacy information.…
Innhold levert av Earmark Media and Heidi Henderson. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Earmark Media and Heidi Henderson eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.
Innhold levert av Earmark Media and Heidi Henderson. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Earmark Media and Heidi Henderson eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.
Visit: Home - Wild Thing Tax to Contact Alex Summary In this engaging conversation, Alex Wilde, founder of Wild Thing Tax, shares her unique journey from aspiring OB-GYN to becoming a CPA and entrepreneur. She discusses her innovative approach to branding, the challenges of the tax industry, and the importance of empathy in client relationships. Alex emphasizes the need for authenticity in the accounting profession and how she empowers her clients to take control of their financial situations. The discussion also touches on the impact of COVID-19 on the industry, the rise of crypto taxation, and the future of tax services in a technology-driven world. Takeaways Alex Wilde's journey from aspiring doctor to CPA showcases the importance of adaptability. The branding of Wild Thing Tax reflects a desire to stand out in a traditional industry. Empathy and understanding are crucial in building client relationships in tax services. COVID-19 created opportunities for new CPAs as many older professionals left the industry. Alex emphasizes the importance of empowering clients to manage their own finances. The accounting profession is evolving, requiring flexibility and new skill sets. Vulnerability in professional relationships can lead to stronger connections with clients. Alex's approach to tax planning focuses on collaboration and client education. The rise of crypto presents unique challenges and opportunities in tax services. Technology and automation are essential for modern tax practices.…
Summary In this conversation, Heidi Henderson speaks with Benny Wright, the founder of Victory Claims Consulting, about the intricacies of insurance claims, particularly in the context of natural disasters. They discuss the role of public adjusters, the challenges faced by businesses in navigating claims, and the importance of understanding insurance policies. Benny shares insights on the geographical scope of their operations, the impact of natural disasters on claims, and the current trends in the insurance market. The conversation also touches on personal stories that highlight the human element of their work and concludes with a discussion on work-life balance and personal fulfillment. Contact: Benny Wright http://www.victoryclaimsconsulting.com/ bwright@claimvictoryusa.com takeaways Understanding tax incentives can significantly impact business success. Public adjusters advocate for clients against insurance companies. Hiring an independent adjuster can be beneficial in claims. Insurance policies are often complex and favor the insurer. The claims process can be contentious and requires expertise. Natural disasters create unique challenges for insurance claims. Success rates for public adjusters can be significantly higher than standard claims. Insurance market trends show rising premiums and coverage challenges. Personal stories in the industry highlight the human impact of claims. Work-life balance is crucial for maintaining personal fulfillment in business. Chapters 00:00 Introduction to Tax Strategies for Business Owners 00:26 Introduction to Victory Claims Consulting 01:46 The Role of Independent Claims Consultants 01:51 Introduction to Victory Claims Consulting 04:24 Benny's Journey into Public Adjusting 06:57 Understanding the Role of Public Adjusters 09:44 Navigating Insurance Claims for Businesses 12:32 Geographical Reach and Operations 15:11 Maximizing Tax Benefits and Deductions 15:29 Disaster Declarations and Their Impact 18:24 Cost Structure and Success Rates 19:33 Understanding Insurance Claims and Public Adjusters 22:39 Navigating Rising Insurance Costs 25:26 Creative Solutions in Insurance Policies 27:35 Bizarre Loss Stories and Their Impact 28:47 The Deeper Why Behind Insurance Work 31:25 Balancing Work and Family Life 36:11 Simplifying Tax Incentives and Deductions Sponsor Notes: Engineered Tax Services | www.engineeredtaxservices.com Engineered Insurance Services | www.engineeredinsuranceservices.com…
CPA and entrepreneur Katie Thomas shares her journey from Big 4 accountant to founding a leadership marketing firm, providing insights on optimizing marketing strategy, achieving work-life balance, and using her love of horses to teach business communication skills. Katie gives accounting professionals tips on growing their personal brands and connecting authentically on social media. Connect with Heidi Henderson: LinkedIn : https://www.linkedin.com/in/heidihendersonets Connect with Katie Thomas: LinkedIn: https://www.linkedin.com/in/katiethomascpa https://leaders-online.com This Podcast is brought to you by Engineered Tax Services . To learn more visit https://engineeredtaxservices.com/ https://healthywealthywise.show/ HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel . Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com .…
On this episode Chase Insogna discusses how he built a successful CPA firm through an entrepreneurial mindset, while also creating freedom and flexibility to enjoy travel and other passions outside of work. He shares perspectives on management, communication, technology, client selection, and more. Connect with Chase Insogna: LinkedIn: https://www.linkedin.com/in/chase-insogna-cpa-cgma https://insognacpa.com/ Connect with Heidi Henderson: LinkedIn : https://www.linkedin.com/in/heidihendersonets This Podcast is brought to you by Engineered Tax Services . To learn more visit https://engineeredtaxservices.com/ https://healthywealthywise.show/ HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel . Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com .…
Heidi welcomes George Matar back to the show to help demystify the complex R&D tax credit - covering eligibility, calculation, documentation, misconceptions, and the crucial recent change: R&D cost amortization. They highlight the profound effects on small businesses, present tax liability examples, and encourage listeners to advocate for the repeal of the amortization requirement. Resources: https://engineeredtaxservices.com/services/research-development-tax-credit/ https://engineeredtaxservices.com/what-does-section-174-new-amortization-rule-mean-for-rd-credits/ Connect with George Matar: LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511b https://engineeredtaxservices.com/bios/george-matar-ii/ Connect with Heidi Henderson: Linkedin : https://www.linkedin.com/in/heidihendersonets This Podcast is brought to you by Engineered Tax Services . To learn more visit https://engineeredtaxservices.com/ https://healthywealthywise.show/ HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com .…
In this episode, Heidi talks to Amanda Garner, the head of outsource marketing at The Growth Partnership. They discuss the importance of nurturing and protecting key client relationships, referral development, and surveys. Amanda emphasizes the need to focus on being proactive and developing long-term relationships rather than just compliance work. Connect with Amanda Garner: LinkedIn: https://www.linkedin.com/in/amandagarner https://thegrowthpartnership.com/bios/amanda-garner/ Email : agarner@thegrowthpartnership.com Connect with Heidi Henderson: Linkedin : https://www.linkedin.com/in/heidihendersonets HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy Wise channel . Register for the course, complete a short quiz, and get your CPE certificate. This Podcast is brought to you by Engineered Tax Services . To learn more visit https://engineeredtaxservices.com/ https://healthywealthywise.show/…
In this live recording at the AICPA Engage Conference in Las Vegas, Heidi interviews Daryl Petrick, a partner at Bowman and Company. Daryl shares his unique perspective on people and employees, emphasizing the importance of connections and relationships. The conversation also delves into the importance of building a legacy, cultivating staff, overcoming adversity, and focusing on both technical and interpersonal skills. Connect With Daryl Petrick https://cpabowman.com/team/daryl-r-petrick/ LinkedIn : https://www.linkedin.com/in/darylpetrick Learn about Village Hope Care International : https://www.villagehopeinternational.org/ Connect with Heidi Henderson: Linkedin : https://www.linkedin.com/in/heidihendersonets HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Healthy Wealthy & Wise channel . Register for the course, complete a short quiz, and get your CPE certificate. This Podcast is brought to you by Engineered Tax Services . To learn more visit https://engineeredtaxservices.com/ https://healthywealthywise.show/…
Heidi and guest George Matar discuss IRA 2022 and how it would affect existing energy-efficient building incentives. In this episode, discover changes and tax incentives within IRA 2022, assess uncertainties of its labor provisions, and examine the criteria for tax-incentives eligibility. Connect with George Matar: LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511b https://engineeredtaxservices.com/bios/george-matar-ii/ Connect with Heidi Henderson: Linkedin : https://www.linkedin.com/in/heidihendersonets This Podcast is brought to you by Engineered Tax Services . To learn more visit https://engineeredtaxservices.com/ https://healthywealthywise.show/…
In this episode, Kim Lochridge, Executive Vice President of Engineered Tax Services, Inc., joins her sister Heidi to discuss her unique passion and nontraditional approach to achieving success. They explore Kim's motivations for pushing herself to achieve more and reflect on the valuable life lessons she has learned along the way. They also talk about real estate investing, and some tax strategies people can use to help them save money. Connect with Kim Lochridge: Linkedin: https://www.linkedin.com/in/kim-lochridge-74b21619 Website: https://engineeredtaxservices.com/bios/kimberly-lochridge Connect with Heidi Henderson: Linkedin : https://www.linkedin.com/in/heidihendersonets This Podcast is brought to you by Engineered Tax Services . To learn more visit https://engineeredtaxservices.com/ https://healthywealthywise.show/…
On this episode, Chris Picciurro shares his experiences as a CPA and entrepreneur, discussing his journey to creating a successful practice and launching Teaching Tax Flow, a community focused on tax planning and strategy. He emphasizes the importance of time blocking and finding a balance between work and personal life, and shares his advice for his younger self to trust himself and have confidence in the future. (00:00) - People aren't being taught how to be entrpreneur's (00:26) - Thank you to Engineered Tax Services (01:05) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast (01:55) - Welcome Chris to the show (05:42) - Some background on Chris (09:17) - How do you manage your client relationship working remotely? (12:52) - Availability is your best ability (14:58) - Tell me about the path of your career (17:52) - How do you use technology to help you and your firm? (22:54) - Was it difficult to transition to a subscription based model? (26:15) - What else are you working on and where are you evolving? (31:50) - How do you monetize Teching Tax Flow and that structure? (35:17) - Are you afraid that you're giving too much information away? (37:52) - What makes you tick? What is your passion? (42:07) - Do you have time now for your personal life? How do you balance everything? (46:44) - What do you know now that you would tell your 20 year old self? (48:20) - Wrap up and where to reach Chris and learn more about TTF Connect with Chris Picciurro: Website: https://www.teachingtaxflow.com/ LinkedIn: https://www.linkedin.com/in/picciurro Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets This Podcast is brought to you by Engineered Tax Services . To learn more visit https://engineeredtaxservices.com/ https://healthywealthywise.show/…
Sean Dever grew up wanting to be a pilot. Hear how following in his fathers footsteps of becoming an accountant, gave him the opportunity to fulfill his dream. Connect with Sean Dever: Website: https://www.devercpa.com/ LinkedIn: https://www.linkedin.com/in/sean-dever-3275208 Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/…
On this episode Heidi talks to Jeffrey Junek from Light Source Consulting. Learn how Jeffrey helps his clients save HUGE on taxes, but only with the right paperwork. Heidi and Jeff talk conservation easements, hiring your children, and more. (00:00) - HWW 12 - Jeffrey Junek (00:00) - Thank you to Engineered Tax Services (00:39) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast (01:26) - Jeffrey Junek joins the show (05:22) - How do you balance your work life and physical health? (10:51) - You don't have to go to a gym or run to exercise (14:09) - What does your company do and how do you work with clients? (16:38) - Do you work with CPAs? (19:05) - Jeff helps with proper documentation (23:48) - Conservation easements (27:52) - Can you explain a little about how this calculation works? (29:28) - Can you talk about the people wanting to change this beneift and laws being passed (37:56) - What type of other alternative tax strategies do you tell to your clients (46:34) - Wrap up and remember to subscribe so you don't miss an episode Connect With Jeffrey Junek: LinkedIn : https://www.linkedin.com/in/jeffrey-junek-3a084b48 Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/…
On this episode Heidi talks to Kreig Mitchell. Kreig is a lawyer, and former IRS employee, who now helps his clients beat the IRS with the best tax strategies picked up from his inside knowledge and time working there. Connect with Kreig Mitchell : https://mitchelltaxlaw.com/ Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/…
Heidi talks to Darsi Casey about the importance of having a routine, being a board member on the Alliott Global Alliance, and what's it like being a woman firm owner in a male dominated industry. Connect with Darsi Casey : Linkedin : https://www.linkedin.com/in/darsi-casey-cpa-cfe-mst-b8390529 Firm : https://www.caseyneilon.com/ Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/…
This podcast is brought to you by Engineered Tax Services . To learn more go to https://engineeredtaxservices.com/ Connect With David Greenwalt : https://www.linkedin.com/in/david-greenwalt-3bab608 Learn more about Leanness Lifestyle University : https://lluniversity.com/ Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/…
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