Ask an Accountant

With a nearly 20% decline in the number of accountants between 2019 and 2021, it's no wonder why people can never get ahold of their accountant!

In this episode, we interview two amazing women who are stepping up to fix this by becoming credentialed professionals. Both Allie Maurer and Tammy Fisher recently passed all three parts of their EA exam, and they have knowledge and wisdom they wish to share with you.

Listen in as we hear more about their experience becoming Enrolled Agents with the IRS and how even a non-traditional journey can lead you to one of the most lucrative and fulfilling careers.

As always, send any questions to our host: [email protected]

Yes, we've heard "mental health is important" 

...but how does that play out in an industry notorious for long hours and sometimes non-existent work-life balance?

In this extra special episode, we've got not one, but TWO guests, shedding some light on public accounting and sharing their take on how we improve public accounting and make it an appealing career choice once more. 

As always, send any questions to our host: [email protected]

When you think of a bookkeeper, do you imagine receiving "luxurious service"? 

Probably not!  Jennifer Cail, founder of Southwest Florida's premier bookkeeping firm, Medrano & Cail Bookkeeping Professionals, thinks differently. Listen in as she shares about what white glove service looks like as a bookkeeper and why her clients are willing to pay the premium! 

As always, send any questions to our host: [email protected]

For the first time on our show, our guest Kirk Cole, CPA, will not only be answering a few questions about his experience and perspective on the industry, but our host Tony Wilson, CPA will ALSO be in the hot seat! 

You’re not going to want to miss this mashup as we cover variety of topics, from the differences between public and private companies to what it’s like serving high net worth individuals. 

As always, send any questions to our host: [email protected]

Have you ever heard of the R&D Tax Credit?

If your answer is “no” or “sounds boring,” you DO NOT want to miss this interview! 

Tiffany will help us demystify the many myths of this powerful tax saving credit and also share her words of wisdom on how she’s learning to live with passion and purpose in every aspect of her life!

If you have questions you’d like our guest to answer, feel free to submit them to the host:  [email protected]

What’s better than dad jokes? 

👉ACCOUNTING👈 dad jokes!

On today’s episode, we’ll hear from Lukas Sundahl, an accomplished accounting professional with a knack for showing that accountants DO, indeed, have a sense of humor. 

We’ll hear about his experience transitioning from the world of personal training into the world of accounting, and what advice he’d give to others who follow a nontraditional path into this industry.

As always, send any questions you’d like asked of our guest to the host:  [email protected]

Ever wonder what the journey from graduating with your degree in accounting through public accounting looks like?

Our friend Yuri Kapilovich will share his experience and what he's learned along the way!  As he now runs his own firm (Kapilovich & Associates), Yuri has a unique perspective on navigating public accounting as a tax professional.

Make sure to send your pressing accounting questions to the host:  [email protected]

Jamie Skinner is an organizational efficiency consultant that helps high-growth CPG businesses improve and scale by mastering their operations & inventory.

Listen in as we explore how process improvement is critical to minimizing growing pain for high-growth businesses in the CPG industry and how an accountant’s perspective could make all the difference!

Make sure to send your pressing accounting questions to the host:  [email protected]

You’re not going to want to miss “LinkedIn’s Cutest Accountant,” Michael Eckstein, as he shares his opinions on a variety of hot-button accounting topics!

Make sure to send your pressing accounting questions to the host:  [email protected]

Ever wonder what “Alternative Investments” even are? I sure did… until Ryan Yates demystified this industry by coming on the show!

As the VP of Finance & Compliance for Veloce Capital, and Managing Director for Cardinal Financial Consulting, Ryan brings a wealth of knowledge to the table (pun intended).

Make sure to send your pressing accounting questions to the host:  [email protected]