Podcasts

49: Three of My Favorite Things: Tools That Help Me Everyday

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In this episode, I share three of my favorite tools that I use daily to enhance my productivity and organization. I discuss the Full Focus Planner, a game-changing tool from Michael Hyatt for managing time and setting goals; the Remarkable, an electronic note-taking device that helps keep my notes organized and easily accessible; and the Sidetrack, a portable monitor extender for my laptop that significantly boosts my efficiency, especially when I'm on the go. Tune in to learn how these tools can help you streamline your workflow and build a business you love.

Full Focus Planner: https://fullfocusstore.com/pages/planner
Free to Focus by Michael Hyatt: https://fullfocusstore.com/products/free-to-focus
Remarkable: https://remarkable.com/
SideTrak: https://www.amazon.com/stores/SideTrak/page/BB06159F-1F7B-43CE-B6E1-CB901C43BE38?is_byline_deeplink=true&deeplink=76F8035F-842E-43E1-BDA9-2CD1908F9721&redirect_store_id=BB06159F-1F7B-43CE-B6E1-CB901C43BE38&lp_asin=B092W7Y8XT&ref_=cm_sw_r_ud_ast_store_MA1KYSE44RJS95QAPB9T

48: Breaking Down the Big Beautiful Bill Part 2 for Individual Taxpayers

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In this episode, I discuss the significant changes in tax legislation following the newly passed bill. I provide an overview of updates that impact individuals, including the extension and modification of provisions from the Tax Cuts and Jobs Act of 2017. Key topics include standard deductions, personal exemptions, child tax credits, mortgage interest deductions, and tips and overtime tax breaks. I also highlight additional changes such as charitable contribution deductions, enhanced deductions for seniors, and itemized deductions for automobile interest. Finally, I provide advice on how to navigate these updates, the importance of consulting credible sources, and what to expect moving forward.

47: Breaking Down the Big Beautiful Bill Part 1 for Businesses

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In this episode, I share Part 1 of my review of the recent tax legislation passed by Congress. The One Big Beautiful Bill Act (OBBBA), passed in early July, is the biggest tax legislation since the pandemic.

In Part 1, I break down the biggest items impacting Small Businesses including: bonus depreciation, the extension and permanence of the QBI deduction, overtime and tip changes, charitable contribution changes for corporations, and the change in the 1099 reporting requirements starting in 2026.

This high level review should give you talking points to take back to your tax preparer before year end to make sure your tax plan encompasses any changes.

OBBBA Text: https://www.congress.gov/bill/119th-congress/house-bill/1/text

46: From Hours to Outcomes: Why We Stopped Tracking Time

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In this episode I discuss the controversial topic of time tracking in accounting firms. Drawing from my years of experience, I challenge the industry standard of tracking time by client and argue for a focus on outcomes rather than hours. I share my journey from time tracking to adopting value-based billing, and how this shift has improved efficiency and profitability in my firm. I also address common concerns from peers and provide insights on managing team workload without time tracking. Join me as I advocate for breaking away from outdated practices and embracing a more purposeful, client-focused approach in the accounting industry.