The Small Biz Brunch: Recent Episodes
AICPA
We millennials have a lot of stereotypes that are thrown at us on a day-to-day basis. Some are wrong. Like the fact that we’re all lazy. Some are right. Like the fact that we love brunch. The goal of this podcast is to introduce you to other millennial all-stars – small business owners, entrepreneurs, freelancers – and find out how they’ve managed their finances and grown their businesses. Each episode, we’ll also sit down with a cool, millennial CPA who can help us all navigate what they’re best at: money.
This podcast is brought to you by #CPApowered, a national campaign sponsored by the AICPA.
Today we have Mackey McNeill, CPA, PFS; member of the AICPA’s Consumer Financial Education Advocate’s group and President/CEO of Mackey Advisors. We to discuss a recent poll that shows how young adults would rather work for themselves and start their own business than work for someone else.
RESOURCES
cpapowered.org
Find-A-CPA
360finlit.org
ABOUT #CPAPOWERED
ABOUT AICPA
During this episode, I’ll be speaking with Kathryn Fletcher, CPA, MBA and Partner at Draffin Tucker, an accounting firm in Atlanta. We’ll be discussing the new leasing standards from the Financial Accounting Standards Board (FASB) and how it will affect small business owners.
RESOURCES
cpapowered.org
Find-A-CPA
Financial Accounting Standards Board
ABOUT #CPAPOWERED
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
Today we have Sean Stein Smith, CPA, CGMA, member of the AICPA’s National CPA Financial Literacy Commission and Assistant Professor in the Business and Economics department at Lehman College. We’re going to discuss cryptocurrency and its impact on small businesses.
RESOURCES
cpapowered.org
FIND-A-CPA
ABOUT #CPAPOWERED
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
ABOUT AICPA
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
April is Financial Literacy Month, so it’s a great time to talk about financial wellness. Today we have Kelley Long, CPA/PFS, financial wellness activist and financial planner at Financial Finesse – and she’s going to discuss some ways small business owners can help improve their employee’s financial wellness.
RESOURCES
cpapowered.org
FIND-A-CPA
Financial Finesse
360 Degrees of Financial Literacy
ABOUT #CPAPOWERED
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
ABOUT AICPA
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
April is Financial Literacy Month, so it’s a great time to talk about the importance of entrepreneurs taking care of their own personal finances. Today we have Kelley Long, CPA/PFS, financial wellness activist and financial planner at Financial Finesse – and she’s going to discuss some options for small business owners, entrepreneurs and freelancers who want to save for the future.
RESOURCES
cpapowered.org
Find-a-CPA
360 Degrees of Financial Literacy
Financial Finesse
ABOUT #CPAPOWERED
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
ABOUT AICPA
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
March is Women’s History Month – and while it’s important to celebrate the success of women all year long, I’m excited to feature women entrepreneurs and CPAs over the next few weeks.
During this episode, I’ll be speaking with Sarah Elliot, CPA and Co-Founder and Principal of Intend2Lead, a leadership development firm that coaches CPAs to access the Dimension of Possible – an elevated place where fear is no longer the enemy, and love reigns. We’ll be discussing the fabled “Work-life balance,” the financial downside of stress and how to improve your overall life and business as an entrepreneur.
RESOURCES
cpapowered.org
Find a CPA
Intend2Lead, LLC
Ellivate Alliance
ABOUT #CPAPOWERED
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
ABOUT AICPA
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
March is Women’s History Month – and while it’s important to celebrate the success of women all year long, I’m excited to feature women entrepreneurs and business owners and learn about their journeys over the next few weeks.
This episode, I’ll be chatting with Kelly Ward, CPA, CGMA and co-owner of Robinson & Ward, a CPA firm in Fairbanks, Alaska; and Anna Jeffries, Owner of Toothaid, an oral healthcare company. We’ll be discussing how to build a business out of your home, something a lot of millennial entrepreneurs are interested in.
RESOURCES
cpapowered.org
Find a CPA
ABOUT #CPAPOWERED
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
ABOUT AICPA
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
March is Women’s History Month – and while it’s important to celebrate the success of women all year long, I’m excited to feature women entrepreneurs over the next few weeks.
To kick it off, I’ll be chatting with returning guest Lindsay Stevenson, CPA, CGMA, Founder & CEO of Origin Evolution and Vice President of Finance & Tax at 1st Financial Bank USA, and Rachel McGirt, co-founder of Healthy Girls Save the World. We’ll be discussing financial tips for female entrepreneurs.
RESOURCES
cpapowered.org
Find-a-CPA
Healthy Girls Save the World
ABOUT #CPAPOWERED
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
ABOUT AICPA
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
According to a recent USA Today article, black women are the nation's fastest growing demographic of entrepreneurs, generating tens of billions in revenue. However, there are still significant roadblocks they face based on both gender and race.
During this episode, I chat with Robyn Fuller, CPA, CGMA and Partner at J&F Advistors and Marie Denee, Owner & Editor in Chic of The Curvy Fashionista. They discuss their own journeys as entrepreneurs and ways they've overcome challenges.
RESOURCES
cpapowered.org
Find-a-CPA
ABOUT #CPAPOWERED
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
ABOUT AICPA
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
During this episode, I chat with April Johnson, Founder & CEO of Happied, a database of happy hours in Washington, DC that let you easily compare the best happy hours and Jeff Wilson, CPA and Founder and Principal of The W2 Group, an accounting firm in Maryland. We’ll be discussing when to know the right time to leave your full-time job and monetize your passion.
RESOURCES
Find-a-CPA
cpapowered.org
The W2 Group
ABOUT #CPAPOWERED
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
ABOUT AICPA
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
February is Black History Month, so throughout the next few weeks we’ll celebrate black entrepreneurs and learn how they’ve grown their businesses.
During this bonus episode, I’ll be chatting with Chelsey Bentley Holts, owner of Nakoma Marketing & PR. She’s worked on projects like the Art of Cool Festival and the Divine 9 experience at Dreamville Festival, helping her clients achieve great results.
Resources
Find-a-CPA
cpapowered.org
ABOUT #CPAPOWERED
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
About AICPA
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
During this episode we’ll be talking about employee benefits. A recent survey from the AICPA found that Americans are more likely to choose a job with benefits over an identical job that offered a better salary but no benefits. How does this trend affect small businesses?
GUESTS:
Mark Astrinos, CPA/PFS, Financial Life Planner & Investment Advisor at Libra Wealth
Jon Lynch, PR Manager, Association of International Certified Professional Accountants
RESOURCES:
- CPApowered.org
- Find-a-CPA
- AICPA's 2018 Employee Benefit Survey
- 360 Degrees of Financial Literacy
If you’re an entrepreneur, this may be a great time to set some goals for the year. It’s obviously important to think about your business as a whole, but don’t forget to take care of yourself too! Today we have Kelley Long, CPA/PFS, financial wellness activist and financial planner at Financial Finesse – and she’s going to discuss some great New Year’s resolutions for business owners as we kick off 2019.
GUEST:
Kelley Long, CPA/PFS
RESOURCES:
cpapowered.org
Find-a-CPA
ABOUT #CPAPOWERED
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
About AICPA
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
If you're like me and my friends, then you love to come up with random business ideas - and some of them are pretty good. But, if we actually wanted to start one of those businesses, I'm not sure we'd know where to start. This episode helps aspiring entrepreneurs take pie-in-the-sky ideeas and turn them into full-fledged small businesses.
GUESTS
- Lindsay Stevenson, CPA, CGMA - Founder & CEO of Origin Evolution, LLC and Vice President of Finance & Tax at 1st Financial Bank USA
- Kasee Way - Owner of Motor Mouth Therapy, LLC
RESOURCES
-
Find a CPA
-
cpapowered.org
ABOUT #CPAPOWERED
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
ABOUT AICPA
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
Not sure how to go about financing your small business idea? Two experts give their advice on what steps to take.
GUESTS
- Shannon McLay, Founder & CEO of Financial Gym
- Sean Stein Smith, CPA, CGMA and Assistant Professor at Lehman College
RESOURCES
- Find a CPA
- cpapowered.org
ABOUT #CPAPOWERED
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
ABOUT AICPA
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
#GivingTuesday is a global giving movement fueled by the power of social media and collaboration. It’s celebrated on the Tuesday following Thanksgiving in the U.S. (November 27) – following events like Black Friday and Cyber Monday – and really kicks off the charitable season, when many focus on their holiday and end-of-year giving.
In honor of the day of giving, this episode explores why it's important for small businesses to give back to their communities.
WHAT WE DISCUSS:
- The importance and benefits of giving back
- How a CSR program can help small businesses retain talent
- How to go about starting your own small business
GUESTS:
David Almonte, CPA, CGMA
RESOURCES:
- cpapowered.org
- Find a CPA
- FountainHead RI
ABOUT #CPAPOWERED
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
ABOUT AICPA
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
This weekend is Small Business Saturday – a day to celebrate and support small businesses and all they do for their communities. In honor of the day, I’m sitting down with two entrepreneurs and getting their insight on how to grow a small business and the financial strategies they used.
WHAT WE DISCUSS
- Hiring your first employee
- New tax laws
- How a CPA can help grow your small business
GUESTS
- Ashley Moore, CEO - AM Public Relations
- Chris Farmand, Managing Partner - Small Batch Standard
RESOURCES
- cpapowered.org
- Find A CPA
- AM Public Relations
- Small Batch Standard
- Profit First - Mike Michaelowicz
ABOUT #CPAPOWERED
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
ABOUT AICPA
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
This week, we're bringing you a slightly different episode that focuses on the other small biz necessity (besides hiring a CPA), which is how to market your small business using social media - so you can make that money!
WHAT WE DISCUSS:
- Viral content
- Paid social media advertising
- Networking via social media
GUESTS:
- Liz Rock, Associate Manager of Enterprise Social Media at the Association of International Certified Professional Accountants
- Danielle Riley, Owner of Danielle Riley Photography
Resources:
- cpapowered.org
- Danielle Riley Photography Instagram
- French toast recipe (Danielle's favorite brunch item!)
About #CPApowered:
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
About AICPA:
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
Just in time for Halloween, our first episode is called, “Spooky Small Biz Money Myths.” Meet your host, Orlando-based millennial, Samantha Delgado. Each episode, she'll sit down with experts who can help you grow your small business.
WHAT WE DISCUSS:
- If side hustles are taxable
- Whether entrepreneurs have to provide all their employees with health insurance
- How to know if you need a CPA to help grow your small business
GUESTS:
- Amy Wang, CPA and Senior Manager on the Tax Advocacy & Policy Team at the AICPA
- Margaret McNab, Founder & Co-organizer of the North Carolina Freelance League
Resources:
- cpapowered.org
- Freelance League of North Carolina
- Virgin Bloody Mary recipe (Add some spooky garnishes, too! Hot dog fingers, anyone??)
About #CPApowered:
#CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.
About AICPA:
The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.