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The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory
By SingerLewakBusiness
The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory episodes
- Small Business Exit Plans with Tony Cardiel and Paul Carroll
Episode 6: Tony Cardiel CPA/ABV, CFE and Paul Carroll, CFP of Avion Wealth discuss common missteps and issues of selling a business and his book Tips & Traps: Selling Your Business While Maximizing Your Wealth.
Avion Wealth is an independent. fee-only, wealth management and investment advisor firm located in The Woodlands, Texas. Their mission is to provide our clients with sensible and unbiased wealth management solutions where the interests of their client always come first. Avion Wealth - Confidence In Every Last Detail
In his book, Paul Carroll provides a wealth of insight into both the emotions and process of selling your business to help avoid the many traps that may occur. Paul also advises on the benefits and methods of engaging your “dream” team and the importance of fielding multiple potential buyers. He lays out a plan, once a buyer is chosen, to allow a smooth transition out of the owner-role while protecting your payout in the process. Finally, he addresses the important transition into your next chapter in life. Tips and Traps - Avion Wealth
Questions or feedback? Reach out to Tony Cardiel, CPA/ABV: [email protected]
Visit our website: https://singerlewak.com/
Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/
Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured
31 min - Cybersecurity: Global Trends, Good Practices, and Potential Threats with Bob Green and Clar Rosso
Episode 5: Cybersecurity: Global Trends, Good Practices, and Potential Threats with Bob Green and Clar Rosso
- Trends in the global cybersecurity landscape
- How ISC2’s certification and education mission is improving our collective capabilities to combat cybercrime
- What's next in cyber defense? Share some good news - and what risks we should be worrying about
Questions or feedback? Reach out to Bob Green, CPA.CITP, CGMA: [email protected]
Visit our website: https://singerlewak.com/
Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/
Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured
39 min - Introduction to SingerLewak's International Practice with Robin H. Park
Episode 4: Introduction to SingerLewak's International Practice
In this episode you will learn:
1. What is the International Practice and its objectives?
2. What international services we provide here at SingerLewak?
3. Why should someone work with the International Practice?
Questions or feedback? Reach out to Robin H. Park [email protected]
Visit our website: https://singerlewak.com/
Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/
Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured
13 min - Success with ERP with Bob Green, Jennifer Harris and David Cieslak
Episode 3: Success with Enterprise Resource Planning-- An essential part of your ERP Project Success "Secret Sauce"
ERP Project ahead? Want the best from your chosen vendors? Remember that these projects are a 2-way street. You want to be satisfied, and so do your vendors – particularly if you want to have them available to have you optimize their solution for years ahead. We interview 2 of our favorite ERP reseller CXO’s for a rare chat about what they would want you to know about what it’s like to sell, implement and work on projects for you – and how to build meaningful partnerships with them. We find that the best implementations come from collaborative relationships with the providers you choose (and hint: if they are in demand, they choose you, too).This podcast supports our SLBI (SL Business Informatics’) Foresight methodology – helping plan ahead for our clients’ success with ERP, CRM and other complex IT projects.
Hosted and moderated by Bob Green, CPA.CITP, CGMA – Lead Partner, SingerLewak SLBI, with special ERP guests David Cieslak from RKL eSolutions, and Jennifer Harris from Technology Management Concepts. David’s firm specializes in Sage ERP products, and Jennifer’s firm focuses on a broad array of Microsoft solutions, and both have been successfully serving mid-market clients for several decades. Learn –
• Specific actions you can take to prepare for your software vendor - from demos through the throws of implementation projects - so your team can look back and measure success from the project, not failure.
• Discuss how strategic foresight and risk assessments are so vital to complex ERP, CRM and IT projects
Questions or feedback? Reach out to Bob Green, CPA.CITP, CGMA: [email protected]Visit our website: https://singerlewak.com/
Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/
Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured
47 min - Business Buzzcast: Cybersecurity Awareness Tips for Business Owners with Lara Buitrago and Corey Kaufman
Episode 2: Cybersecurity is an essential topic that business owners should be educating themselves about. Cyber-attacks have become increasingly common. We are constantly hearing about businesses from large profile companies to small companies or even organizations in the public sector like utility companies. The reality is that most cyber-attacks target small or mid-sized businesses because they are the most vulnerable. In today’s episode, you will learn about cybersecurity and the threats that cyber-attacks can have on a business. Lara Buitrago who is a SingerLewak Partner of our Business Solutions Group is joined by Corey Kaufman, the general manager for Accent, Computer Solutions. Keep listening to learn about the risks that business owners should be aware of and how they can avoid cyber-attacks.
Questions or feedback? Reach out to Lara Buitrago, CPA: [email protected]
Visit our website: https://singerlewak.com/
Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/
Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured
23 min - Impactful Technology Changes with Bob Green and Dr. Jeremy Lurey
Episode 1: Digital Transformation and the “Human” element: How to ensure your staff will adopt and champion the results from your next ERP or CRM project
We are joined by Partner Bob Green who founded the SL Business Informatics division at SingerLewak and guest speaker Dr. Jeremy Lurey, Ph.D., expert at organizational change management and organizational development and serves as SL Business Informatics’ Digital Transformation Change Management Lead Advisor.
In this episode, we discuss:
- Why adoption is in the top 3 factors for ERP and CRM project success, yet why it's so difficult to achieve
- Best practices to increase your likelihood of your team adopting the new systems
- Why foresight and readiness is vital to planning these projects
- Complexities specific to implementing technology in certain types of businesses
Questions or feedback? Reach out to Bob Green, CPA.CITP, CGMA: [email protected]
Visit our website: https://singerlewak.com/
Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/
Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured
27 min
About The Balancing Act Podcast with SingerLewak | Accounting, Tax & Business Advisory
From the publisher's feed
The Balancing Act Podcast with SingerLewak explores the intersection of accounting, tax, audit, advisory, technology, cybersecurity, and business strategy. Featuring conversations with SingerLewak…
professionals and industry leaders, episodes cover tax strategy, international tax, transfer pricing, tariffs, forensic accounting, receiverships, AI, ERP implementation, IPO readiness, executive compensation, M&A, and emerging issues across a wide range of industries.