Beyond the Margins Podcast

On this episode we discuss the future of accounting, why it is important to have a strong understanding of your numbers and one big mistake many business owners make when it comes to the finances of their business.Terrell Turner, CPA is the host of a show called Business Talk Library. Business Talk Library is a series of shows and resources created for business owners, entrepreneurs and professionals that address important business topics and issues relevant to you and your business. Ter...

In this episode we discuss the future of the accounting industry and the importance for financial professional to build their brand online.Katie Thomas, CPA is the founder and owner of Leaders Online LLC. She is a digital marketing strategist, content creation expert, and national speaker.Katie’s superpower is helping leaders implement the right marketing strategies to reach their target audience in a way that they're sure to captivate their attention, cultivate a genuine relationship, and gr...

In this episode Dave talks with Ann Angelucci about some of the myths surrounding payroll. Ann Angelucci has always been passionate about small businesses. She started her career in payroll over 9 years. After working at Paychex she eventually got the opportunity to partner with a local provider whose customer service and attention to detail aligned with her values. Ann also has a passion for giving back and volunteers with SCORE and Wings for Success.

After working at a regional accounting firm for several years, Nikole became frustrated with the structure of traditional CPA firms. She felt there was so much more accountants could do to help people throughout the year, rather than just once per year at tax time. She also recognized that many of her clients’ accounting departments were run very inefficiently— using outdated technology, with people often performing the wrong tasks for their skill-set.In 2016, Nikole founded Momentum Accounti...

The Rapping CPA, Drew Carrick, is a modern day polymath, or jack-of-all-trades. He understands the importance of preparing for the future and having an innovators mentality towards the way the world works. His entrepreneurial mindset is what led him on a path toward shattering the accountant and CPA stereotypes, where he incorporated creativity and passion into his perspective on the industry. As the Director of Operations for C3EG’s Evolve Now project and mission, he has focused on movi...

Chris Hawn is the Managing Director for Nividous Software Solutions in Moorestown, NJ where he is focused on building out new markets for Nividous’ revolutionary Hyperautomation platform in North America. Prior to Nividous, Chris has helped to build and scale multiple emerging technology companies in the US. He also has a background in Asset Management where he has raised over a billion dollars in capital for various funds and alternative investments. Chris is a frequent guest speak...

Let’s face it, the world will never be going back to normal. We’ve experienced such a shift in the way things are done, I truly believe there is no way to completely reverse it at this point. This isn’t necessarily a bad thing. I think we have all learned a lot about ourselves and our businesses. I think many people are realizing that working remotely can actually work. I am not just talking about the 3 person company. Very large Fortune 500 companies have also realized this and are potential...

5 Ways to Better Manage Your Bookkeeping Keeping good books for your company can feel overwhelming at times. As soon as you get behind, it seems impossible to catch up or keep up. I wanted to discuss 5 ways to get ahead and stay ahead. Separate Business and Personal In general, you should not have any personal expenses running through the business. I wont even touch on the legal implications of this, but they can be severe. Everything gets muddy when you are using bank accounts...

Would you like to buy a Lamborghini for the price of a Honda Civic? Obvious answer, right? So why does a company, who is getting poor service, expect to get better service somewhere else but at the same price? As the old saying goes, “you get what you pay for”. While in certain situations this may not be the case, I have found over the years that a majority of the time, this holds true.Being the owner of a service company, I have seen this situation play out far too often. Countless time...

I have always been a person who enjoys the nuances of each day. One of the reasons I love what I do is because every day looks different. Some days I am filled up with zoom meetings, some days I am focused on content and other days I am working on developing business. I love the variety. However, one thing that I have noticed over the years is that a lack of organization tends to hurt my productivity. I sometimes forget things I should be doing or I will dive into things without being in the ...