Q&A Over Coffee

著者： Olsen Thielen CPAs & Advisors
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  • Pour a cup and tune in every two weeks for a discussion, or Q&A, over coffee. Hosted by and featuring expert guests on financial topics across numerous industries.
    All rights reserved
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あらすじ・解説

Pour a cup and tune in every two weeks for a discussion, or Q&A, over coffee. Hosted by and featuring expert guests on financial topics across numerous industries.
All rights reserved
経済学
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エピソード
  • #13: Tax Planning Strategies for the Next Year with Charlie Sparks

    #13: Tax Planning Strategies for the Next Year with Charlie Sparks
    2024/11/13
    In our latest episode, our Tax Director, Charlie Sparks, shares his top tax planning strategies for the upcoming year. With just two months remaining in the current year, Charlie recommends that it's the perfect moment to kickstart your tax planning, especially if you're a business owner. From important tax law adjustments to potential tax credits, deductions, and various opportunities for individuals and businesses to maximize their returns, there's a lot to consider this season. Our team of experts is here to ensure that no valuable details are missed as we assist you in preparing for next year's tax planning.
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    35 分
  • #33: Preparing for the Year End Audit with John Krzyska and Shaun Stachowski

    #33: Preparing for the Year End Audit with John Krzyska and Shaun Stachowski
    2024/10/09
    For accountants, the fall marks the beginning of planning season. During this time, we proactively reach out to business owners to remind them that tax season is approaching, emphasizing the importance of organizing their financials in preparation for the year-end audit. In this discussion, Audit Manager John Krzyska and Senior Accountant Shaun Stachowski share key insights on the most effective strategies businesses can implement to ensure a smooth and successful audit process. Our staff have full schedules during the early months of the year and that time is dedicated to ensuring our clients have everything they need accounted for. Here's what you can do!
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    36 分
  • #32: Employee Retention with Vanessa Foy

    #32: Employee Retention with Vanessa Foy
    2024/09/18
    In this episode of Q&A Over Coffee, we are joined by our highly experienced HR Director, Vanessa Foy. With a diverse background spanning multiple professional service industries—from CPA firms to marketing agencies—Vanessa offers valuable insights into the retention challenges many firms face today. She shares actionable strategies for addressing these issues, particularly in a hybrid work environment, emphasizing the importance of understanding workplace culture, fostering transparency, and maintaining clear communication. We highly recommend tuning in, as retention is a critical and cost-effective practice that every business should prioritize.
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    29 分

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