October 28, 2016
In the following segment Richard and Joe then welcomed back sponsor Jason Kruger, President of Signature Analytics. Signature Analytics is a local San Diego Accounting firm that provides outsourced accounting support for small and medium-sized companies not in a position to support the cost of an entire accounting department. The senior management team at Signature Analytics consists of individuals who each have a minimum of ten years experience in the field of public accounting. They have the experience needed to quickly and efficiently produce helpful information before a major business decision is made. Jason Kruger and his team at Signature Analytics help business owners make educated decisions based on detailed analysis and technology. Accurate financial information is imperative to running a successful business, but accurate financial information is not useful if it in not analyzed well.
They discussed why an outsourced CFO model makes so much sense, the future of accounting, the CPA Firm of the Future, and how the accounting profession is moving towards specialization.
Mr. Kruger received his Bachelor’s in Accounting and Finance from University of Arizona and has been with Signature Analytics since 2008. Prior to joining Signature Analytics, Mr. Kruger was employed by Deloitte & Touche as a senior audit manager, and prior to that, his career began at Moss Adams LLP where he was an senior auditor.
April 10, 2013Erik Swanson was the guest on the show. Mr Swanson has been coaching and training professionals to have a successful mindset for 15 years. Mr. Swanson has been a Senior Coach and Trainer for Universal Seminars, where he has conducted seminars at private venues across the United States. He is also a co-founder and the ... Read more
April 3, 2013Richard and Joe discussed success and leadership skills with Donald Green. Mr. Green is the Vice President and Executive Director of the Napoleon Hill Foundation. The foundation’s mission is to be a “nonprofit educational institution dedicated to making the world a better place in which to live.” The Napoleon Hill Foundation hosts retreats centered ... Read more
March 29, 2013The American Taxpayer Relief Act of 2012 Accountant, speaker and radio talk show host Richard Muscio, CPA, believes that the American Taxpayer Relief Act of 2012 is a “game changer” for owners of very profitable businesses, real estate operators and high-net-worth individuals and families. CPA’s and their firms must ... Read more
March 29, 2013Accountant, speaker and radio talk show host Richard Muscio, CPA, believes that the American Taxpayer Relief Act of 2012 is a “game changer” for owners of very profitable businesses, real estate operators and high-net-worth individuals and families. “CPA’s and their firms must change the way they do business to properly advise these A-list clients,” he ... Read more
March 27, 2013Richard and Joe discuss the franchise industry with veteran franchisee and franchise consultant and author, Frank Caperino with www.FranChoice.com. Author of “Buying a Franchise: 24 Items to Beware of Before Signing!,” Frank draws on his experience of owning and operating eight Cold Stone Creamery franchises in the San Diego area for 15 years. He is ... Read more
March 22, 2013The following is an excerpt from the March 15th article by Michael Cohn: “Richard Muscio, a CPA in San Diego who services family offices with a net worth of $250 million and above, is one of the experts who works with Lombardi. Separately, he also consults with about 30 CPA firms on servicing their high net ... Read more
March 20, 2013The show welcomed back sponsor Carl Sheeler of Business Valuations Ltd. Mr. Sheeler’s company focuses on evaluating a business’s worth. Knowing a company’s value is imperative when a company is looking towards upcoming events such as: a merger or acquisition, new partnerships or even estate planning. In this interview, the discussion focused on how estate ... Read more
March 14, 2013The show welcomed back Joel Grushkin, the San Diego Regional Director of Cost Segregation Initiatives (CSI) for the third time. Mr. Grushkin has held a position with CSI since May of 2006, but his career in this industry spans all the way back to the early 1970s. It was as a Principal and director of ... Read more
March 11, 2013About a month ago, Mari Muscio decided to take up running. There must be some talent in the family as Mari has accomplished an enviable feat in a short time. She ran the 5k at the San Diego Half Marathon on March 10th and won her age division (50-54 women) with a time of 25 ... Read more
March 7, 2013Alex Sonkin, CEO of Fact Pattern Analytics was the guest. This company provides independent analysis to the advisors of wealthy families and businesses. By combining the best in the fields of actuary, third-party administrators, plan design specialists, solution providers, medical underwriters, asset valuation specialists, experts in ERISA, asset protection, and on-shore/off-shore trust and estate planning, ... Read more