I am inspired by the vines that grow outside our house. Everyday, it climbs higher and higher. Learning is the same. If you keep learning, you will climb higher and higher. .
Bonnie Yam welcomes guest Scott Gebhardt to discuss the significance of business evaluation. Scott shares his background and emphasizes the key factors and common mistakes in company valuation. They …
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(0:00) Introduction and overview with guest Ovi Grigorievski from QuickTix
(3:14) Origin and functionality of QuickTix
(7:01) Growing QuickTix and overcoming challenges
(10:11) QuickTix's fee s…
Bonnie Yam welcomes Daniel Hope from VNS Health, who discusses his role and background. The conversation delves into the intricacies of Medicare, covering Parts A-D and Medigap, as well as enrollment…
Bonnie Yam introduces Jennifer, who shares her journey into mergers and acquisitions (M&A) and business brokerage. They discuss the planning and challenges involved in business exits, along with clie…
Bonnie Yam introduces today's topic with guest Michael Van Husen, focusing on the New York State Secure Choice Savings Program. They provide an overview of tax credits and incentives under Secure 2.0…
Bonnie Yam introduces Growth & Inspire and the topic of Medicare Savings Plan, welcoming guest Michael Hassenbaum from Advocate Care Advocate Health. They delve into the complexities of Medicare, pro…
Bonnie Yam introduces the podcast's goals and today's guest, Steven Kent. Steven shares his background and journey in finance, emphasizing the influence of peers in starting a financial journey. They…
Bonnie Yam introduces the episode's topics and guest speakers, including Vishal Raval, who shares insights on Snap BUI and BOI reporting. The discussion covers penalties for non-compliance, essential…
Bonnie Yam and guest Adam Hunt dive into Secure Act 2.0, exploring its evolution, key changes, and challenges. They discuss compliance checklists, beneficial provisions, and considerations for small …
Bonnie Yam introduces Chuck Knabusch, who shares his expertise on the importance and creation of Standard Operating Procedures (SOPs). They discuss SOP templates, their benefits, and effective commun…
Michael Sullivan discusses his background in tax resolution, common tax issues, and the IRS settlement program. Bonnie Yam shares insights from her tax practice, including a client case study and her…
Bonnie Yam welcomes Andrea Parness to discuss beneficial ownership information (BOI) reporting. Andrea explains who must report BOI, deadlines, and potential consequences. They also cover tips for ma…
Bonnie Yam and Hugo Duran discuss the importance of bookkeeping for small businesses, debunk common accounting myths, and explore various bookkeeping schedules and reporting methods. They share succe…
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(0:00) Introduction and welcome
(1:13) Understanding Bookkeeping: Importance and Basics
(3:24) Effective Bookkeeping Tools and Common Mistakes
(7:02) Professional vs. DIY Bookkeeping and Listen…
00:24:00 |
Wed 27 Mar 2024
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