Small Biz Brunch
Small Biz Brunch
AICPA & CIMA
(This podcast was active until 2019). 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.
The perks of working for yourself
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
Sep 23, 2019
23 min
How new leasing standards affect small business owners
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. 
Jun 10, 2019
34 min
Cryptocurrency and Small Business
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.
May 13, 2019
20 min
Financial wellness for small businesses
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.
Apr 24, 2019
18 min
Retirement savings options for entrepreneurs
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.
Apr 15, 2019
32 min
BONUS EPISODE: The financial side of work-life balance
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.
Mar 25, 2019
51 min
Building a business out of your home
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.
Mar 18, 2019
36 min
Financial tips for female entrepreneurs
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.
Mar 9, 2019
29 min
Bonus episode: Overcoming challenges as black women entrepreneurs
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.
Mar 1, 2019
36 min
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