The Empowered CPA

In this episode of the Empowered CPA podcast, I delve into the intricacies of budgeting, emphasizing that many people struggle with it, including myself. I discuss the importance of personalizing budgets, understanding income sources, tracking expenses, and setting realistic financial goals. I also highlight the need for flexibility in budgeting and the emotional aspects that can arise during the process. The episode provides practical tips for creating and maintaining a budget that aligns with individual and family goals, ensuring a balanced approach to financial planning.   @TheEmpoweredCPA www.theEmpoweredCPA.com Spreadsheets Crafter™  

In this episode of the Empowered CPA podcast, I discuss the importance of budgeting as the new year approaches. I emphasize the emotional challenges of budgeting and the need for realistic expectations. The conversation is structured into four main chapters, focusing on setting realistic goals, identifying personal financial goals, building flexibility into budgets, and the importance of celebrating small wins throughout the budgeting process. I encourage you to be kind to yourself as you embark on your budgeting journey and to seek accountability and support from others.   @TheEmpoweredCPA www.TheEmpoweredCPA.com Spreadsheets Crafter™ Caleb Hammer Home Page - Caleb Hammer

In this episode of the Empowered CPA podcast, I introduce a five-day gratitude challenge focused on financial health. Each day, I encourage listeners to reflect on different aspects of their financial journey, from appreciating foundational experiences to recognizing income sources, learning from past mistakes, acknowledging supportive individuals, and visualizing future financial goals. I emphasize the importance of gratitude in navigating financial challenges and personal growth.

In this episode of the Empowered CPA podcast, I discuss what you need to know about Beneficial Ownership Information (BOI) reporting. As mandated by the Corporate Transparency Act, this new requirement affects many business entities, particularly LLCs, and aims to combat illicit activities such as money laundering and tax fraud. I describe the filing process, necessary documentation, and the significant penalties for noncompliance, emphasizing the importance of being prepared and proactive in meeting these new regulations. @TheEmpoweredCPA www.TheEmpoweredCPA.com BOI E-FILING

In this episode of the I discuss essential year-end tax planning strategies for both W-2 employees and entrepreneurs. I emphasize the importance of proactive tax management, understanding tax liabilities, and utilizing available tax credits. I talk about the significance of keeping accurate bookkeeping and consulting with tax professionals to navigate potential changes in tax legislation. The conversation aims to equip listeners with the knowledge and tools needed to approach tax season with confidence and clarity. There are additional resources available at TheEmpoweredCPA.com to help clarify the process of estimated tax payments and properly filling out 1099's.   Instagram: @TheEmpoweredCPA TheEmpoweredCPA.com

In this episode of the Empowered CPA podcast, I officially announce the launch of 'ChitChat', an online community designed specifically for women to discuss financial matters in a safe and supportive environment. The community aims to provide a space for women to share their financial highs and lows without fear of judgment, fostering connections and support among members. I describe the structure of the community, including various sections for different topics, weekly meetups, and challenges to encourage engagement and growth. I also emphasize the importance of community in achieving financial goals and invites listeners to join and provide feedback on this new initiative. @TheEmpoweredCPA www.TheEmpoweredCPA.com/chitchat Use the code CHITCHAT50 to get 50% off your first three months

In this episode of the Empowered CPA podcast, I talk with Sarah Sims, who shares her journey of personal transformation and the importance of self-care in managing stress. Sarah discusses her corporate role in leading workplace culture and her passion for helping individuals and teams thrive by operating in their gifts. The conversation explores the challenges of stress, the process of self-discovery, establishing boundaries, and the significance of effective communication within teams. Sarah emphasizes the need for leaders to understand their own gifts and those of their team members to foster a positive work environment. Take the FREE self-care quiz at https://sarahsims.co/  Find us at: www.TheEmpoweredCPA.com @TheEmpoweredCPA

In this episode of the Empowered CPA, I reflect on my college days as a D1 athlete and the profound impact my coach had on my life. I share my journey back to my university for my coach's Hall of Fame induction, highlighting the memories, emotions, and lessons learned along the way. The conversation emphasizes the importance of legacy, self-reflection, and the impact we have on others, encouraging listeners to consider their own legacies and the ways they can positively influence those around them.   Instagram: @TheEmpoweredCPA www.TheEmpoweredCPA.com

In this episode of the Empowered CPA podcast, I chat with Dr. Elizabeth Stroot about the multifaceted roles women play in their personal and professional lives. We explore the importance of self-care, the challenges of entrepreneurship, and the necessity of finding a supportive community. The conversation delves into the complexities of balancing family responsibilities with career ambitions, the significance of setting boundaries, and the value of asking for help. We also touch on personality assessments and the importance of planning for unexpected events, all while emphasizing the need for open and honest communication in both personal and professional relationships.   Instagram: @DrElizabethStroot and @TheEmpoweredCPA Our website: www.TheEmpoweredCPA.com

Today I chat with my friend Blakely Rogers who shares her unique journey from traditional accounting to the fintech startup world. Blakely discusses her experiences going from a traditional CPA firm in South Georgia to a Tech start up in Austin.  From khakis to frozen sangria and everything in between. Blakley discusses the impact of the pandemic on the company, her transition to entrepreneurship with her own company and later building Modern Receivable. We talk about the importance of innovation in accounts receivable solutions and how when traveling you should always take a ghost tour to meet fun new people!   @TheEmpoweredCPA https://modernreceivable.com

In today's episode I discuss the intricate relationship between feelings and money, focusing on the concept of money trauma. I emphasize the importance of acknowledging personal financial traumas, seeking professional help, and identifying personal money scripts. I also discuss mindfulness practices to manage financial anxiety, the necessity of financial education, and the significance of addressing debt shame. I also highlight the importance of setting financial boundaries, maintaining open communication in relationships, and building a supportive community to foster a healthier relationship with money.

In today's episode I talk about one of my favorite things, photobooths! Recently, I was presented with potentially starting a photobooth company, because I'm ridiculous and I seriously love photobooths. In this episode, I walk you through some of the steps of how to decided if it was a good idea or not.   @TheEmpoweredCPA www.TheEmpoweredCPA.com

In today's episode I head to ChatGPT and ask it what a side hustler needs to know about taxes. We walk through the replies and discuss the information returned by the ChatGPT search. www.theEmpoweredCPA.com @theEmpoweredCPA

In this episode, I discuss the concept of financial enmeshment within family relationships. Financial enmeshment occurs when boundaries between individuals are unclear, leading to unhealthy dynamics and behaviors. I explore various examples of financial enmeshment, such as using money to exert control, oversharing financial information with children, and assigning inappropriate roles to children. I also discuss the impact of financial enmeshment on individuals, including anxiety, insecurity, and a lack of independence. We explore the importance of recognizing and addressing financial enmeshment to create healthier relationships and set children up for success. It's a bit heavier than normal but vital to help our kids develop solid financial foundations.   Find out more about us:  @TheEmpoweredCPA on Instagram The Empowered CPA

Today I explore the relationship between money and emotions, specifically how our emotions impact our decision-making, leadership, customer relations, stress management, and creativity and innovation. I talk about the importance of making rational decisions and managing emotions in order to create a positive and productive work environment. I also highlight the significance of self-care and stress management for business owners and the impact it has on their performance and decision-making. Overall, the episode emphasizes the need for emotional intelligence and self-awareness in managing both personal and business finances.   More about us:  @TheEmpoweredCPA on Instagram The Empowered CPA

In today's episode I chat with Antonio Posterino, the founder of Unfiltered PR. Antonio specializes in working with reality TV stars. We discuss Antonio's journey into this specialty, his experience being on both sides of the camera, and his new business ventures, including a skincare brand. We also talk about the importance of passion in business, the challenges of building a brand for oneself, and the generational shift in prioritizing happiness over money. Antonio shares his perspective on success, the importance of not talking about accomplishments, and the value of life experiences. He also discusses his work with traditional clients and the beauty industry, offering advice on building a business and the use of credit. Antonio emphasizes the need for trust, thinking outside the box, and being willing to spend money to achieve success. He also highlights the importance of long-term planning and having a strong team.   For more Antonio: @antonio.postorino and @unfilteredpr on Instagram https://www.unfilteredpr.com/    For more The Empowered CPA:  @TheEmpoweredCPA on Instagram The Empowered CPA

One today's episode I share my experience of filing my own tax return and provide tips and tools for getting organized. I emphasize the importance of being organized and using tools like an IRS transcript to ensure accuracy in filing. I discuss the challenges of finding a quiet space to do taxes and suggest outsourcing the task if it causes excessive anxiety. Overall, the episode provides practical advice for navigating the tax filing process.   More about us:  @TheEmpoweredCPA on Instagram The Empowered CPA

This week we address common questions and topics that impact many people. I introduce the concept of the rock and the kite in relationships, the issue of comparing oneself to others, and provide advice on how to set financial goals. I also talk about the process of filing taxes for multiple years and offer guidance on dealing with the IRS. This week emphasizes the importance of self-reflection, open communication, and taking control of one's financial situation.   More about us:  @TheEmpoweredCPA on Instagram The Empowered CPA

In this episode I chat with Sydney Ryker about identity deconstruction and her quest to discover her true self. Sydney shares her journey from network marketing and sales to becoming a speaker and combining spirituality with business. She explains that identity deconstruction is the process of letting go of the identities we have picked up along the way and returning to our true selves. Sydney discusses the importance of finding a balance between the physical and spiritual aspects of life and shares simple practices that can help in this process. She also talks about the impact of identity deconstruction on relationships and the importance of acceptance and perspective.   Find out more about Sydney here: @sydney_ryker on Instagram https://www.linkedin.com/in/sydneyryker/ Her new website is coming soon! https://sydneyryker.com/   More about us: @TheEmpoweredCPA on Instagram The Empowered CPA

In this episode, I share some exciting announcements about our blow dry bar, Glam Bar, including a new rebrand and franchise. I officially introduce the new name, Alchemy Park Style Bar, and discuss the meaning behind it. I also discuss my onboarding process for new clients and emphasize the importance of listening to your gut and setting clear boundaries. I provide valuable insights for new business owners and highlight the significance of mutual respect in professional relationships. For more info about the blow dry bar visit: @Glambarsfl and @AlchemyParkStyleBar on Instagram https://www.glambarsfl.com/   Be sure to follow us on Instagram, Facebook and Youtube: @TheEmpoweredCPA https://www.theempoweredcpa.com/

In this episode I am joined by Cassandra Stahl, a financial planner who approaches her work in a non-traditional way. We discuss the importance of understanding clients' goals and values, the need for collaboration and trust in the financial planning process, and the shift towards a more client-centered approach in the industry. Cassandra emphasizes the importance of finding a financial advisor who aligns with your values and communicates in a way that is easy to understand. She also highlights the significance of personal growth and self-reflection in her own life and encourages listeners to ask uncomfortable questions when seeking financial advice.   Find out more about Cassandra Stahl here: Cassandra Kozakis Stahl, Partner and Private Wealth Advisor - Bedminster, NJ 07921 | Northwestern Mutual   www.theEmpoweredCPA.com @theempoweredcpa  

Money scripts are subconscious beliefs about money that develop in childhood and shape our relationship with money in adulthood. There are four main money scripts: money avoidance, money worship, money status, and money vigilance. Each script has its own characteristics and behaviors. Understanding our money script can help us identify our strengths and weaknesses when it comes to money management. It is important to have open and honest conversations about money with our partners and business partners to find compromises and avoid conflicts. www.TheEmpoweredCPA.com @TheEmpoweredCPA

In this episode, I am joined by Matt and Hien of Huck Finch, who work in the creative space helping B2B companies with branding and websites. They discuss their journey of reflection and reevaluation after a challenging year, and how they discovered their passion for helping other creatives scale and grow their businesses. They emphasize the importance of a respectful and supportive partnership, the impact of community, and the need for constraints in entrepreneurship. They also share advice for those considering a new direction and promote their podcast, which focuses on web design and the non-creative aspects of running a successful creative business.  Find out more about these amazing guys here: huckfinchbranding.com instagram.com/huckfinch/?hl=en twitter.com/wearehuckfinch Their podcast: Huck Finch - YouTube More about us: www.theEmpoweredCPA.com @theEmpoweredCPA  

Join me today to explore an overview of the different concepts of financial therapy. We put money and feelings together to identify the different money script and the concepts of why we do what we do with money. We look at your history with money, relationships with family members and money attachment as well as money conflict.   You can follow The Empowered CPA at: @TheEmpoweredCPA on Instagram The Empowered CPA on Facebook www.TheEmpoweredCPA.com

Hello everyone, we are officially BACK after a year of BIG changes! This season will be full of amazing guests (as always!), updates of all the amazing things we have been working on, talking about financial therapy and why we do what we do with money and addressing all the things we hear about on the various social media platforms.

On today’s episode, I am joined by the wonderful Arielle Leavitt. Arielle is a woman of many talents, some of which includes running her own practice, building a community of women business owners, and hosting The Connector podcast show. Arielle has a passion for networking, making introductions and bringing together people from all walks of life. We get into how we met, Arielle’s path that got her to where she is now and the importance of having a strong community of businesswomen around you.   You can connect with Arielle here: @arielle.leavitt on Instagram [email protected] www.arielleleavitt.com You can also listen to her podcast The Connector on all podcast platforms   You can follow The Empowered CPA at: @TheEmpoweredCPA on Instagram The Empowered CPA on Facebook www.TheEmpoweredCPA.com

In this episode, I discuss how to finish out the year strong for your business. I talk about finalizing your books, how to get ready for filing your 1099’s in January and ways to reduce your taxable income. I also discuss how it is important to take the time to celebrate victories, learn from challenges and make goals for the upcoming year. You can follow The Empowered CPA at: @TheEmpoweredCPA on Instagram The Empowered CPA on Facebook www.TheEmpoweredCPA.com

On this episode, I am joined by mindfulness, meditation and yoga teacher and speaker, Jennifer Gress. Jennifer is a “recovering” CPA who changed career paths after entering motherhood and finding inspiration from a yoga instructor who introduced her to the concept of mindfulness. Jennifer took a big leap, leaving behind her traditional and stable job to do what felt right in her heart. Jennifer speaks with us about the importance of mindfulness, her struggles throughout her journey, and the importance of staying true to yourself. If you want to connect with Jennifer Gress: @jenniferdailygress on Instagram You can also listen to Jennifer’s podcast “Ask A Better Question” https://www.jenniferdailygress.com/   You can follow The Empowered CPA at: @TheEmpoweredCPA on Instagram The Empowered CPA on Facebook www.TheEmpoweredCPA.com

Today I am joined by Shannon Palermo, founder of Modern Balance Solutions. Shannon and I talk about how she started bookkeeping on the side to make an extra $1,000/month. When the pandemic hit, she found herself unemployed and relying completely on her side hustle. Listen in for all her advice on how to successfully make the transition and build the business of your dreams. You can find Shannon here: Modern Balance Bookkeeping Solutions (modernbalancesolutions.com)   You can follow The Empowered CPA at: @TheEmpoweredCPA on Instagram The Empowered CPA on Facebook www.TheEmpoweredCPA.com

Today I was joined by Dr. Rosemarie Rutecki, PharmD IMFCP, founder of Functional Pharmacy where she helps her clients find the root cause of their diseases. Rosemarie works with High-Performance Individuals, who want more energy, health, and optimal fitness to be at the top of their game. Listen in to hear how you can become a better version of yourself! You can find Rosemarie here: Dr. Rosemarie Rutecki (functional-pharmacy.com) You can follow The Empowered CPA at: @TheEmpoweredCPA on Instagram The Empowered CPA on Facebook www.TheEmpoweredCPA.com

Today I am joined by the amazing Jamie Ruden, founder of Dog Spotted and Be Spotted. After becoming a dog foster parent, Jamie quickly realized there were very few services for dog parents in NYC. Jamie is now on a mission to help pet parents navigate pet parenthood as well as empower business who serve the industry. Nearly two years into her journey, Jamie made a major pivot in the services she was providing, listen in to hear what she did to make that the transition as seamless as possible! You can Jamie here: Digital Marketing for Pet Brands - Be Spotted (be-spotted.com) And here: Welcome to Dog Spotted | Dog Spotted You can follow The Empowered CPA at: @TheEmpoweredCPA on Instagram The Empowered CPA on Facebook www.TheEmpoweredCPA.com

The wonderful David Doerrier is back this for this week’s episode. David, a presentation skills expert, and the founder of Present Your Way to Success, guides us through principles of engagement. By learning these principles, any speaker, trainer, and presenter can learn to strategically design engaging materials and facilitate meetings and learning in various settings. David tells us about the importance of nonverbal communication, storytelling, and transitions. He also explains how to create a good pitch and introduces The Adult Learning Theory. You can find David Doerrier and his e-book at: www.PresentYourWayToSuccess.com or on LinkedIn www.linkedin.com/in/daviddoerrier/ You can follow The Empowered CPA at: @TheEmpoweredCPA on Instagram The Empowered CPA on Facebook www.TheEmpoweredCPA.com

On this episode, I am joined by Felicia Kashevaroff, co-founder of Tend Task. Tend Task is a company that focuses on creating a peaceful household partnership through their household organization app and coaching. Their company was designed to track and allocate the invisible labor happening in households but also provide solutions. They offer a subtle and direct way of inviting and offering support with essential household tasks to make room for more of what matters. Felicia gives us some insight on gender imbalances, why it is important to find balance and what motivated her to start her company.   You can find Tend Task at: @TendTask on Instagram, Facebook and Twitter You can also download the Tend Task: Household Organizer app on the App Store and Google Play www.TendTask.com You can follow The Empowered CPA at: @TheEmpoweredCPA on Instagram The Empowered CPA on Facebook www.TheEmpoweredCPA.com

My guest this week, Rachel Tabacnic, has a wonderful career in public relations. Her passion for communication has landed her jobs with major companies and franchises. Through her work, she has helped various businesses survive and thrive. Rachel found a niche in restaurants, hospitality, and business entrepreneurs. We talk about the importance of communication and exposure, how Rachel started her own business, knowing your worth and all about confidence. If you want to reach out to Rachel, you can email her at [email protected] or find @prdivarach on Instagram.   You can follow The Empowered CPA at: @TheEmpoweredCPA on Instagram The Empowered CPA on Facebook www.TheEmpoweredCPA.com

In this week’s episode, I tackle how to keep up with your growing business and how to navigate through some of the problems that could arise as your businesses progresses. I talk about some of the things I’m currently dealing with, such as how to go about getting paid, how to separate yourself emotionally, understanding your value, and enforcing boundaries. You can follow The Empowered CPA at: @TheEmpoweredCPA on Instagram The Empowered CPA on Facebook www.TheEmpoweredCPA.com

In this episode, I sum up some of the topics that have come up this week at my practice. I talk about a personal victory of mine involving new boundaries and growth, I answer some questions about installment plans and how to set them up, and I talk about how I prepare for hard situations.

In this week’s episode, I answer some of the best questions I was asked this week. Although they might not go together, I get asked these questions very frequently. We’re going to talk about tax deductions for clothes and psychic readings, buying or selling your home or business as a self employed individual and my recent experience posting a job listing amongst my peers.

In today’s episode, I focus on how U.S. taxes work for digital nomads. Digital nomads work remotely using technology and the internet while traveling in different locations. Whether traveling in the states or internationally, there is a high likelihood you must pay taxes in multiple locations. I explain what is and is not a deductible expense, how to go about both international and local tax filing and how to ensure you are remaining compliant.

In today’s episode I talk with Charlett, a sales coach and feminine leadership mentor, about how she helps female business owners build a highly successful and sustainable business by shifting back and forth from feminine to masculine energy. We walk through the characteristics of the different energies and how they are both essential to be successful.

In today’s episode I talk about the financial and emotional side of divorce. We discuss the feelings that cloud an already challenging situation, how personal relationships outside of the marriage change, and how seeking financial help can help put you on a solid path for the next phase of your life.

In today’s episode I chat with the one and only Antonio Postorino, founder of Unfiltered PR, to talk about working with reality tv stars, getting pumped up for big events and how entrepreneurship is the best-worst-amazing mistake you will ever make and how you gamble on yourself every single day.

My guest this week, Brian Howie, has never had W2 employment. Never. This week we talk about how he watched his parents tow the company line and the impact that had on his entrepreneurial journey. His adventure started in Hollywood where he was determined to write the next great American novel. Show business suited him and he was soon directing large scale productions and now, opening up podcast recording studios all over the country. We discuss multi state tax returns, who is ultimately responsible for making sure you correctly file your returns and why we love being entrepreneurs.

Public speaking is rarely high on anyone’s list of favorite things; however, it is arguably one of the most important skills you can develop as a business owner. In today’s episode, I sit down with David Doerrier, founder of Present Your Way To Success, and we talk about the three secrets to powerful presentations and how to set up your space to successfully present virtually.

In today’s episode I sat down with Evan Snow, founder of Choose 954 and co-founder of Zero Empty Spaces. As a Broward County native, Evan discusses how he always found himself traveling to either Palm Beach or Miami to enjoy events. Choose954 was born after a trip to Memphis, where he saw a movement for building a local art community. It started as a hashtag and quickly developed into much, much more. Focusing on bringing awareness to the arts in Fort Lauderdale, Choose954 started hosting events and giving the residents of Broward a reason to stay closer to home.

In today’s episode I talk about how to stay focused on your own business when there are so many outside influences consistently in our environment showing us what others are supposedly doing. Social media paints a picture of everyone around us living beautiful, fabulous lives and it is human nature to find ourselves comparing our own lives to what we see around us. We talk about one of my clients who was mirroring her own company after what she was seeing her competitors doing online and never once did she consider that things might not be as profitable as they seem for that person.

In today’s episode we talk about the conversations newly married couples need to have when it comes to filing and paying their taxes. We talk about the differences between married filing joint and married filing separately, why you need to disclose if you owe back taxes before the IRS sends you a letter that forces you to have that conversation, and what to know if the IRS withholds a refund because of those back taxes. We also discuss how one spouse might be used to getting back a refund, hello W2 employee, versus the self-employed spouse always owing and why discussing expectations early is the key to avoiding hostile tax filings every year.

Are you considering starting a business with a partner? In this episode we talk about what conversations you need to have before you join forces. First, complimentary skills are vital to the success of your business. Everyone needs a role in the business, and it is important that everyone doesn’t have the same skills. Second, have an open conversation about the financial expectations and goals of the business. How are you funding the business? What are salary expectations? What are your time expectations? What roles are each partner taking on? Third, if you decide to part ways, what does that look like? Create a clear path to transition to try to avoid the ending being a blaze of glory.

We are officially halfway through the year, in this episode we talk about all of the things you need to be doing to ensure you are on track for a successful year. From reviewing your budget, how to get back on track (if necessary), quarterly tax payments, the importance of rest and making sure you have done something this year that scares you.

In this episode, I talk with Gaby about how she started her career as a special education teacher and after a big move from NYC to Florida, decided to make a big career change. After much deliberation, she decided to start a marketing company called Stars Marketing Group. Her big break came after she took a chance and reached out to a reality star she loved watching and ended up connecting with him and later signing him as her first client. We discuss the high points, the low points, how to deal with the naysayers, and her love for learning.

My guest this week is Miami based designer and South Florida resident Wade Hallock. Wade is the founder of Hallock Design Group, a boutique design studio in Miami focusing on how to work synergistically with clients to create spaces that are both beautiful and timeless. His newly launched fashion line Wade Allyn, which debuted a women’s line earlier this year in Miami, how been nationally acclaimed and is a testament to his work ethic and vision garnered from a young age. In this episode, we discuss how his respect for privacy has made him the go to designer for elite clientele. We’ll discuss how he approaches each client, and what his goals are when trying to create a space or piece of fashion. Whatever he is doing, Wade is sure to capture his audience’s full attention.