Finance and Tax

Matt Remuzzi shares journey from 2000 dot-com layoff to 90-person CapForge firm—surviving ransomware attack discovering unknown backup, selling 36 businesses never buying one, and building customer-service-first accounting differentiating technical-expertise-focused competitors nationwide.

Diane Hagerty shares accidentally discovering accounting talent in forced high school class, starting over at 35 after divorce with nothing, solving $898,000 IRS bill, and simplifying tax nightmares through consistency, make-money-first philosophy, and actionable plans.

Katie Cox shares leaving 25-year partnership during COVID, starting faith-based tax firm with prayer receiving 30 clients miraculously, accidentally getting shot by father shattering tibia, spiritual warfare in hospital, and building compassionate accounting practice in Dublin Ohio.

Kevin Nguyen shares his journey as first-generation college graduate from Vietnamese boat refugee family to Financial Reporting Senior at Bennett Thrasher, overcoming yes man syndrome, learning to set boundaries, and building career auditing Atlanta restaurants and investment funds.

Tim Petrey shares his journey from Blue Beacon truck wash training lessons to building fractional CFO services and White Glove Payroll, creating scalable accounting systems, hiring stay-at-home moms remotely, and discovering legacy impact through client crisis response.

Amy Walker shares how The Exit School makes business ownership accessible through strategic acquisitions, preventing business closures while creating financial independence for diverse buyers.

In this enlightening episode, Kate Adams shares her journey as Chief Growth Officer at Burkland Associates, where she's built innovative marketing, partnerships, and business development channels to help the firm better serve venture-backed startups.

In this powerful conversation, Gary Frey shares his remarkable journey from graphic designer to business leader, including his role transforming bizjournals.com from three employees into a $100 million enterprise.

How can businesses leverage global talent and technology to transform their back-office operations? David Schnitt traces his journey from Deloitte consultant to co-founding Resources Global Professionals, which grew from scratch to $150M in revenue in just four years before a successful IPO.

How can deep financial expertise be leveraged to revolutionize tax planning and financial certainty for small businesses? In this episode, Dan Nicholson, CEO of Nth Degree CPAs, shares his inspiring journey from corporate finance to innovative CPA firm founder.

In this episode, Carlotta Thompson, founder and CEO of Tax Strategists of America, shares her journey from studying tax law at age 14 to becoming an ex-IRS agent and ultimately helping business owners save thousands on taxes legally.

How can an entrepreneur build two top 100 franchise chains and change thousands of lives through perseverance and innovation? In this episode, John Hewitt, founder and CEO of Loyalty Brands, shares his incredible journey from starting Jackson Hewitt with just six locations to growing it into a billion-dollar company with over 6,000 locations.