June 1, 2017
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Richard and Joe welcomed CPAs and Business Advisors, Don Eppich and Paul Polito, founders of Polito Eppich Accounting which specializes in accounting services for businesses generating revenues from $500k to $150 million a year. Generally, these businesses are dynamic, either growing or divesting, have complex tax structures and “thin financial management” meaning they need additional bandwidth on their management team.
Polito Eppich Accounting is a great provider of additional “financial” bandwidth and depth of experience. They provide the highest quality forward planning services, giving businesses and high-net-worth individuals clear, actionable information that helps them achieve their goals. Their team brings to the table more than 100 years of collective business expertise, offering all the compliance, audit, tax, and other accounting services you expect–and a level of strategic planning you’re unlikely to find anywhere else. Instead of simply viewing personal and business data solely through the prism of the past, they use that information to help plot a course for the future.
Operating a Privately Held Company
Paul and Don discussed the principles of owning and operating a privately held company and having an exit strategy in mind. They talked about how to build an enterprise’s value from the beginning and continue to increase its value. Don and Paul also discussed preparing for the eventual sale of the business.
Listen to a podcast of the show
June 9, 201410 Steps to a Ground-Breaking CPA Firm Culture 1. Servant Leadership Mentality 2. Innovative 3. Collaborative vs Competitive 4. Departments Share work Loads vs Hoard best Clients 5. Value Based Pricing vs Hourly 6. Client Centric 7. Many Face to Face meetings with clients 8. More transparency 9. customer service 24 hrs a day 10.community based Read more
June 5, 2014Josh Weinstein, CEO of Fitwall, was on the show. As an entrepreneur and brand builder his career has led him all over the world, Shanghai, and to a variety of companies, Walt Disney Company being one. Now he believes that he is on the precipice of a revolution in the exercise industry. Fitwall utilizes a ... Read more
May 29, 2014Joining the show this Saturday night will be Dr. Krista Roybal and Susan Guinn. Susan Guinn is currently a candidate for county assessor’s office. She announced her campaign at the beginning April, and her platform consists of the following priorities: Protect Taxpayers from Overpayment End Bloated Budgets and Excesses Fees Save Money by Modernizing Systems Empower Taxpayers Ms. ... Read more
May 23, 2014As the June 3rd elections rapidly approach, the show welcomed back Bob Brewer, candidate for San Diego’s District Attorney’s Office for half the show. He is running against the incumbent, Bonnie Dumanis, yet he has secured the endorsement of 98% of San Diego Law Enforcement Associations. Brewer has pledged to never run for ... Read more
May 19, 2014June 3, 2014 Your host Richard Muscio, an accomplished distance runner, will be running alongside other personalities in Balboa Park on June 5th to celebrate the achievement of Jim Ryun, who was the first high school runner to break the 4-minute mile mark. Ryun is involved in Bring Back the Mile, an organization that promotes the ... Read more
May 15, 2014Rick Day has built and sold businesses for most of his career. After serving in the US Navy and earning a BS in Finance from San Diego State, Mr. Day founded and build the value-added-reseller communications company Daycom Systems. He was involved in all aspects of the business and it was sold in 2009. Since ... Read more
May 14, 2014CPA firms are no longer defined by income tax return preparation and financial statement preparation. While the industry is no longer defined by these services, many still believe that this all that accountants do. In order to break this notion, Richard explains the two key things that he believes helps set his firm apart from the ... Read more
May 8, 2014The show welcomed back sponsor Sean Puckett of Regents Bank. Mr. Puckett introduced us to Regents Bank client, Eric Rockwell, President and CIO of centrexIT. Since the company’s founding in 2002, centrexIT has become a leader in San Diego technology management and IT consulting. In 2010, the San Diego Business Journal named centrexIT as ... Read more
May 5, 2014June 16 – 18 at La Costa Resort and Spa Map It As North America’s Premier Educational Symposium for Tax Professionals, the Advanced Tax Planning Institute (ATPI) 2014 Summer Conference offers more than simple training, but guidelines on how to become the “CPA Firm of the Future.” Utilizing a simple and elegant system: develop incredible relationships ... Read more
May 5, 2014Marketing should not be approached in the same manner that accountants would prepare a financial statement. Bring in new clients brings in more variables, however, better serving the top clients of the firm not strengthens revenue for the firm by lasting consumer relationships. Read more