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???
Podcasting since 2022 • 111 episodes
What Your CPA Wants You to Know
Latest Episodes
110. Ten Year-End Tax Moves to Cut Your 2025 Tax Bill for Business Owners
We share ten year-end tax moves that actually save money when done before December 31, from bonus depreciation and retirement setup to the Augusta rule, income timing, and a no-drama plan to clean up your books. The focus stays on practical ste...
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Episode 110
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21:31
109. All about the Backdoor Roth IRA
We break down how high earners can legally fund a Roth IRA using the backdoor method, why it matters for business owners with variable income, and where people go wrong. We share the exact steps, the pro rata trap, and the one IRS form you must...
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Episode 109
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14:30
108. Think Like a Customer & Take a Profit-Driven Look at Your Business
As two accountants, we are always critiquing businesses and seeing what their books look like. We do this even while on vacation. So, today we bring you our thoughts and how you can apply those to your business to drive PROFIT!• designi...
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Episode 108
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26:33
107. How We Invest for Retirement as Accountants: Step-by-Step from Carson
We walk through our sequence for retirement contributions! Here's how we invest our money as accountants!• Start with any employer matching funds available - it's free money and an immediate 100% return• Max out a Roth IRA if eligib...
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Episode 107
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22:02
106. Tax Laws Are Changing: Here's What You Need to Know!
The big, beautiful tax bill brings welcome news for taxpayers with lower tax brackets being preserved, an increased standard deduction, and a higher child tax credit of $2,500 per child. Seniors will especially benefit from an additional $6,000...
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Episode 106
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17:15