Debit-This-Credit-That Podcast

Today, Matt Wheeler and Michael Bryant are joined by partner Jaclyn Skull to discuss the world of client accounting services. With 20 years of accounting experience, Jaclyn helps set Wheeler Accountants apart from other accounting firms through her personalized and proactive approach.

Throughout the episode, Jaclyn discusses her specialties and past experiences in accounting, the range of services she provides through Wheeler Accountants, and how her proactive approach helps clients thrive.

Tune in to find out how client accounting services can help you manage your finances, so you can focus on what’s most important: growing your business the way you want.

Wheeler Accountants LLP: http://wheelercpa.com

Matt Wheeler is back at it with another Q&A. Don’t make tax-related decisions based on what you’ve read on the Internet or heard from friends. Receive expert advice from the experienced and talented Wheeler team.

Solving complicated tax issues is the Wheeler team’s speciality, and their knack for it certainly comes through in this episode. Listen along as Matt offers creative solutions to their clients’ tax questions.

Here are some of the questions that Matt answers in this podcast:

• Some general tips on venturing into self-employment including whether or not self-employed consultants are required to get a separate tax ID number.

Wheeler CPA

In this episode, Matt Wheeler introduces you to his colleague Jennifer Hauck. Jen is a partner at Wheeler Accountants, specializing in individual income as well as estate and trust taxation. Matt and Jen discuss her practice, how she got started, and what she enjoys most about her job. Then, Jen dives into discussing her expertise, Wheeler Accountants’ approach to the estate and gift tax process, and some helpful estate and gift tax planning tips.

Tune in to learn more about Jen and the firm’s estate and gift tax practice!

Wheeler CPA

In this episode, Matt Wheeler and Michael Bryant describe their journeys to becoming public accountants in Silicon Valley.

Whether you’re a soon-to-be, novice, or seasoned accountant, you’ll find value in this episode as Matt and Michael share what they wish they had known at the beginning of their careers. They also share advice for getting on the partner track, finding a role model at your firm, and showing accountability if you make a mistake on a client file.

Tune into this lively conversation and learn more about life as a public accountant.

Today, Matt Wheeler and Michael Bryant discuss significant changes brought about by the new lease accounting standards effective for nonpublic companies for the year ended December 31, 2020. The Wheeler team explains how companies will perform their financial reporting in light of the new regulations, when to start this transition, and some of the disadvantages of transitioning early.

Listen in as Matt and Michael cover what lessees should know about the new lease standards.

Resources:

DAM-Cancer Foundation

Website: http://www.dam-cancer.org/

Instagram: @dam_cancer

Twitter: @damcancer

Today, Matt Wheeler and Michael Bryant have a special guest. Scott Stauffer is not only a CFP® and the Founder of BetterWealth...he is a neighbor in the Wheeler Accountant’s office building!

In this episode, Scott explains why it’s so important to work with a fiduciary advisor and what it means for a firm to be fee-only. Scott also discusses the coaching approach that is so embedded in BetterWealth’s client relationships, along with his unconventional opinions about market timing.  

Sit back and enjoy this information-packed and lively conversation!

In this episode, the Wheeler team discusses Accounting Principles Generally Accepted in the United States of America (GAAP). GAAP is a set of rules that encompass the details, complexities, and legalities of business and corporate accounting. Sound complicated? Not to fear! Matt and Michael answer their clients’ questions in this lively Q&A.

Listen in and learn how to capitalize software implementation costs, how to record commissions, how to record grants to nonprofit organizations, how the new tax law will affect deferred tax assets and liabilities, and accounting treatment for unlimited paid time off policies.

Questions answered by the Wheeler team:

• How do we capitalize software and implementation costs?

Tax season is upon us!

Are you wondering how the new tax law will impact your 2018 tax return? If so, you’re in good company. Our clients have had a lot of questions about their taxes this year.

In this special Q&A episode, we share the answers to our clients’ top questions. Tune in to catch our answers and become more prepared for tax season.

Here are the questions we answer in this episode:

• How will the new Tax Law changes affect tax filing for pass through entities?

Links:

DAM-Cancer Website

Wheeler Accounting Website

Life is full of surprises; they can be positive or exciting, but also shocking and upsetting. Are you prepared for whatever life throws your way? In this episode,  Matt Wheeler and Michael Bryant speak with Mark Caufield of Cook Disaroon & Greathouse Insurance Brokers to share how you can be prepared for life’s hiccups, ranging from car crashes to earthquakes. They also discuss different types of coverage to consider for your personal or business insurance.  

Brush up on your insurance knowledge and learn how to become as prepared as possible for the unexpected.

Links:

Cook Disharoon & Greathouse Insurance Brokers

In this episode, Matt and Michael discuss the mortgage and real estate markets with guest Brandon Knapp of RPM Mortgage. Together, they discuss the current real estate climate, how homebuyers can become better prepared for the underwriting process, innovative lending options, which tax strategies homeowners can use-- and plenty more!

Whether you’re a real estate enthusiast or a new homebuyer with plenty of questions, this informative podcast is for you!  

Links:

Brandon Knapp - RPM Mortgage RPM Mortgage