The CPA Lady Podcast: Recent Episodes
Marjorie McPike
Educational talks with other CPA's, finance professionals, and attorneys regarding taxes, generational wealth and career strategies.
The CPA Lady Podcast Episode 17:
Talking about how to grow your business with Jay Moore
Starting your business and growing it into a million-dollar business is will not happen in 1 day. It is simpler today, but it is not easy. In this video, Jay Moore and I discussed how The Health Accountant was born teaching entrepreneurs how to manage their business and enjoy a lot on talking about how to get along with your life. “It’s everyday focus on using that time with what you have now and everything’s gonna work out”. - Jay Moore
Connect with Jay Moore
Instagram: @thehealthyaccountant
Email: info@livingfreefinancial.com
Facebook: https://www.facebook.com/jaymoorecpa
Twitter: @jm_cpa
Website: https://thehealthyaccountants.com/tha...
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CONTACT:
Marjorie L. McPike | CPA, MST
☎ (844) 427-2523
✉ cpalady42@gmail.com
The CPA Lady Podcast: 🎙️Listen Now on Spotify
The CPA Lady Podcast Episode 16:
Keeping up your Finances with Basil Agrocosta
Organizing your finances will be challenging most especially if you are too busy with your business or you don’t have a quite understanding of how to do it. Here, we are joined by Basil Agrocosta to talk about managing finances, tax planning, and how important hire leave it to a professional to have a better and concise understanding of your finances.
Connect with Basil Agrocosta
Instagram: @agroartaccounting
Email: agroarttaxes@gmail.com
Website: https://www.agroaccounting.com/
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CONTACT:
Marjorie L. McPike | CPA, MST
☎ (844) 427-2523
✉ marjorie@marjorieLmcpikecpa.com
The CPA Lady Podcast: 🎙️Listen Now on Spotify
The CPA Lady Podcast Episode 15:
How to start your business with Nesha Pai
Starting up a business? This might be your sign to plan your business. Today, we are joined by Nesha Pai and she will share her Top 10 necessary things that you will need in starting a business and being financially articulate. “Take an initiative to understand your financial statements'' - Nesha Pai
Connect with Nesha Pai
Instagram: @neshapai
Email: hello@neshapai.com
Facebook: https://www.facebook.com/paiCPA/
Website: https://paicpapllc.com/
Podcast: @piece.of.the.pai
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CONTACT:
Marjorie L. McPike | CPA, MST
☎ (844) 427-2523
✉ marjorie@marjorieLmcpikecpa.com
The CPA Lady Podcast: 🎙️Listen Now on Spotify
The CPA Lady Podcast Episode 14:
Talking Business Financial Strategies with Ahngelea Bright
Not all business owners like numbers, some of them might be creative but don’t how to manage their business financially wise. That is why today we are joined by Ahngelea Bright to discuss some of the items that entrepreneurs should know to have a good financial foundation in their business and explain how to strategize your tax.
Connect with Ahngelea Bright
Instagram: @taxkeepingbyac
Email: taxkeepingbyac@gmail.com
Facebook: https://www.facebook.com/TaxKeepingByAC/Website: https://taxkeepingbyac.com/
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CONTACT:
Marjorie L. McPike | CPA, MST
☎ (844) 427-2523
✉ cpalady42@gmail.com
The CPA Lady Podcast: 🎙️Listen Now on Spotify
The CPA Lady Podcast Episode 13:
Business Finances and how to become CPA with Coutney Arrington
It is easy to create your social media accounts, what is not easy is how you will manage it most especially if you are trying to make a living out of it. Today, we are joined with Courtney Arrington to explain and give us a few tips on how to manage the finances of our business. We also talked about how she became CPA and she wants to share this with you most especially if you are an aspiring CPA.
Connect with Courtney Arrington
Instagram: @courtneyarrington_
Youtube: https://www.youtube.com/channel/UCWgpXXHTBqPw3CnfQoL451Q
Email: services@arringtonsolutions.com
Twitter: https://mobile.twitter.com/tasblog1
Facebook: https://www.facebook.com/TASBLOG1/
Website: https://www.arringtonsolutions.com/
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CONTACT:
Marjorie L. McPike | CPA, MST
☎ (844) 427-2523
✉ cpalady42@gmail.com
The CPA Lady Podcast: 🎙️Listen Now on Spotify
The CPA Lady Podcast Episode 12:
Eliminating Debt, Saving, Investments, and Charity with Joel Bernardin
For most people, it is normal to have debt. It can be a student loan or if you own a credit card or any other form of a loan. And today we are here with Joel Bernardin also known as Debt Free Joel and he will explain to you that you don't need to borrow money or apply for a loan for you to be able to pay for your needs. You just need to manage your finances properly to be able to free yourself from debt.
Connect with Joel Bernardin
Instagram: @debtfreejoel
Youtube: www.youtube.com/channel/UCMyRAbDPiR3gg256iSKBmXA
Email: joelbernar@gmail.com
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CONTACT:
Marjorie L. McPike | CPA, MST
☎ (844) 427-2523
✉ cpalady42@gmail.com
The CPA Lady Podcast: 🎙️Listen Now on Spotify
The CPA Lady Podcast Episode 11:
Talking Tax Strategies with Atiya Brown
There are many aspects on how to manage your taxes, multiple forms that you need to file based on your status. It can be a little challenging for most people, so here we are today with Atiya Brown, founder of The Savvy Accountant to educate us about taxes and she will teach you the basics, and sooner you will be able to manage it like a pro.
Connect with Atiya Brown
Instagram: @thesavvyaccountant
Facebook Page: https://www.facebook.com/thesavvyaccountant
Youtube: https://www.youtube.com/channel/UCI_hkYeWCSUWI_qzzYylBtA
Email: info@thesavvyaccountant.co
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CONTACT:
Marjorie L. McPike | CPA, MST
☎ (844) 427-2523
✉ marjorie@marjorieLmcpikecpa.com
The CPA Lady Podcast: 🎙️Listen Now on Spotify
The CPA Lady Podcast: Episode 10
Talking Non-Profit Organization with Germeen Guillaume
Starting a nonprofit organization is never easy, there are a lot of things we need to know and consider. In this episode, we have Germeen Guillaume also known as The Visionary Accountant to explain how it works and what are the things that we need to consider in starting a non-profit organization financially. There are many elements that we need to learn for us to be able to build a successful non-profit organization and Germeen is here to help us with that.
Connect with Germeen Guillaume
Instagram: @thevisionaryaccountant
Facebook Page: https://www.facebook.com/thevisionaryaccountant
Website: https://www.visionaryag.com/
Email: germeen@visionaryag.com
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CONTACT:
Marjorie L. McPike | CPA, MST
☎ (844) 427-2523
✉ cpalady42@gmail.com
The CPA Lady Podcast: 🎙️Listen Now on Spotify
The CPA Lady Podcast: Episode 9 Managing Finances with Tiffany Burns
Mother knows best! We only want what is best for our children, especially their future. Today, we are joined by Tiffany Burns who is the CEO of The Lotus Legacy. We have fun talking about how to budget our daily or monthly expenses and how to save your money for your family and for the future of your children.
Connect with Tiffany Burns
Instagram: @thelotuslegacy
Facebook Page: https://www.facebook.com/LotusLegacyCoach
Website: https://thelotuslegacy.lpages.co/btb/
Email: tiffany@lotuslegacyllc.com
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CONTACT:
Marjorie L. McPike | CPA, MST
☎ (844) 427-2523
✉ cpalady42@gmail.com
The CPA Lady Podcast: 🎙️Listen Now on Spotify
The CPA Lady Podcast: Episode 8
Estate Planning and Generational Wealth with Mariah Street
Maria Street is an Estate Planning attorney in North Carolina. After her mom passed away and she did not receive anything from her estate, Mariah started Legacy Street Law to make sure families are prepared and their legacies and wealth are handled the way it was intended.
In this episode, we discuss estate planning and Mariah’s unique way of working with families. We always think of generational wealth being financial, Mariah includes the intangible wealth when working on an estate plan. She wants the beneficiaries to know about the benefactor and their reasons for building and passing down wealth.
Connect with Mariah Street
Instagram: @mariahadvises
Facebook Page: https://www.facebook.com/legacystreetlaw/
Website: https://www.legacystreetlaw.com/
Email: support@legacystreetlaw.com
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CONTACT:
Marjorie L. McPike | CPA, MST
☎ (844) 427-2523
✉ cpalady42@gmail.com
The CPA Lady Podcast: 🎙️Listen Now on Spotify
Starting a business requires you to think about hard topics like taxes. In this episode, we will be speaking with Cherie Williams also known as The Little CPA. She has been practicing public accounting for about 10 years focusing on general tax issues and non-profit entities. Today we will talk about how to reduce taxable income and things to look for when starting a nonprofit organization.
Connect with Cherie Williams
Instagram: @thelittlecpa
Facebook Page: https://www.facebook.com/thelittlecpa
Website: http://www.thelittlecpa.com/
Email: tax@thelittlecpa.com
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CONTACT:
Marjorie L. McPike | CPA, MST
☎ (844) 427-2523
✉ cpalady42@gmail.com
The CPA Lady Podcast: 🎙️Listen Now on Spotify
Ready to take your finances to the next level? Today we are joined with Lana Williams who is a financial coach. She works with individuals to help them with the foundation of money management. How to start investing, when to start buying an investment property, how this helps when starting a business. We will be discussing all of these in this episode.
Connect with Lana Williams
Instagram: @lwilliamfinance
Facebook Page: https://www.facebook.com/lwilliamfinance
Website: https://lwilliamfinance.com/
Email: lana@lwilliamfinance.com
_____________________________________________________
CONTACT:
Marjorie L. McPike | CPA, MST
☎ (844) 427-2523
✉ cpalady42@gmail.com
The CPA Lady Podcast: 🎙️Listen Now on Spotify
Starting a business is a great way to benefit from financial freedom. With a variety of business structures available, determining the best business and tax structure is a crucial part of developing your business.
Working with experts can not only ensure you’re setting up your business the right way but that you’re also maximizing all of the benefits available to small business owners.
Today we will be sitting in with business advisor Ursula Garrett. Ursula Garrett helps entrepreneurs build empires one asset at a time. She has developed expertise in business and taxes over 20+ years working with business owners and entrepreneurs to start and grow their business.
Ready to change your business and maximize small business tax benefits? Book a consultation today.
Connect with Ursula Garrett
Instagram: @Cpagarrett
Twitter: @Cpagarrett
LinkedIn: Ursula Garrett
Websites:
cpagarrett.com
ursulaisamazing.com
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CONTACT:
Marjorie L. McPike | CPA, MST
☎ (844) 427-2523
✉ cpalady42@gmail.com
The CPA Lady Podcast: 🎙️Listen Now on Spotify
At the core of most entrepreneurs is the innate drive to run a profitable business that will leave an indelible mark on society while improving their lives and the lives of others. With every rose, one can identify a thorn and for most of it’s the tax planning process.
The stress levels skyrocket to epic proportions when it’s that time of year to pay our taxes. What if there’s a better way to engage in this process?
Today we will be sitting in with Michel Valbrun, a Certified Public Account, tax strategist, award-winning author, and contributor for the Entrepreneur Magazine where he giving us well-needed insights on how to manage our taxes through proactive tax planning strategies, which of course, are both ethical and legal.
Connect with Michel Valbrun
Instagram: @michelvalbrun
Youtube: https://www.youtube.com/channel/UCtbHfi8A7uwXcen-T4zy8gA
Twitter: https://twitter.com/MichelValbrun
Facebook: https://www.facebook.com/MichelValbrun
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CONTACT:
Marjorie L. McPike | CPA, MST
☎ (844) 427-2523
✉ cpalady42@gmail.com
The CPA Lady Podcast: 🎙️Listen Now on Spotify
Sedric Collins of Legacy One Law (https://www.legacyonelaw.com/) shares valuable information on basic needs for estate planning. We discuss essential documents and minimum recommendations to ensure your wishes are carried out when you pass. Also, how to pass wealth from one generation to the next using trusts.
You can follow Sedric on
Instagram at https://www.instagram.com/legacyonelaw/or his
website at https://www.legacyonelaw.com/
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CONTACT:
Marjorie L. McPike | CPA, MST
☎ (844) 427-2523
✉ cpalady42@gmail.com
The CPA Lady Podcast: 🎙️Listen Now on Spotify
A CPA in Atlanta, Jacquelyn shares her journey to becoming a CPA, her current employment in government and how she is using her skills and income to leverage her entrepreneurship journey. Jacquelyn is the owner of JCLPAA, LLC. An LLC formed to provide professional services to small businesses as well as the umbrella company for her many ventures.
She can be reached on instagram at @beckvillepeach or
www.wealthcrate.us or by email at jacquelynanderson@hotmail.com.
Also, follow her on YouTube, The Black CPA Lady.
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CONTACT:
Marjorie L. McPike | CPA, MST
☎ (844) 427-2523
✉ cpalady42@gmail.com
The CPA Lady Podcast: 🎙️Listen Now on Spotify
Great conversation with Margaret Alfred @mstaxattorney. We talked about taxes, business formations, generational wealth and positive energy.