All Episodes
Displaying 1 - 22 of 22 in total
The Power of Showing Up: Increasing Your Impact, Influence & Income
CPA and entrepreneur Katie Thomas shares her journey from Big 4 accountant to founding a leadership marketing firm, providing insights on optimizing marketing strategy...
The Entrepreneurial CPA: Growing a Firm to Grow a Life
On this episode Chase Insogna discusses how he built a successful CPA firm through an entrepreneurial mindset, while also creating freedom and flexibility to enjoy tra...
The R&D Tax Credit - Who Qualifies and How to Claim It
Heidi welcomes George Matar back to the show to help demystify the complex R&D tax credit - covering eligibility, calculation, documentation, misconceptions, and the c...
Nurturing Client Relationships: The Importance of Staying Proactive
In this episode, Heidi talks to Amanda Garner, the head of outsource marketing at The Growth Partnership. They discuss the importance of nurturing and protecting key c...
Building Relationships and Making Connections At AICPA Engage
In this live recording at the AICPA Engage Conference in Las Vegas, Heidi interviews Daryl Petrick, a partner at Bowman and Company. Daryl shares his unique perspectiv...
Tax Incentives for Energy Efficient Buildings - 179D and 45L Update
Heidi and guest George Matar discuss IRA 2022 and how it would affect existing energy-efficient building incentives. In this episode, discover changes and tax incentiv...
Overcoming Limitations: An Unconventional Path to Success with Kimberly Lochridge
In this episode, Kim Lochridge, Executive Vice President of Engineered Tax Services, Inc., joins her sister Heidi to discuss her unique passion and nontraditional appr...
Failing Forward: How One CPA Found Success in Tax Entrepreneurship
On this episode, Chris Picciurro shares his experiences as a CPA and entrepreneur, discussing his journey to creating a successful practice and launching Teaching Tax ...
Top Gun: Accounting Maverick
Sean Dever grew up wanting to be a pilot. Hear how following in his fathers footsteps of becoming an accountant, gave him the opportunity to fulfill his dream. Connect...
Saving BIG On Taxes Requires The Right Paperwork
On this episode Heidi talks to Jeffrey Junek from Light Source Consulting. Learn how Jeffrey helps his clients save HUGE on taxes, but only with the right paperwork. H...
Flipping The Script On The IRS
On this episode Heidi talks to Kreig Mitchell. Kreig is a lawyer, and former IRS employee, who now helps his clients beat the IRS with the best tax strategies picked u...
Crunching Numbers and Abs
Heidi talks to Darsi Casey about the importance of having a routine, being a board member on the Alliott Global Alliance, and what's it like being a woman firm owner i...
Easy Does It … and You CAN Win This!
David Greenwalt is the Author The Leanness Lifestyle and the owner of Leanness Lifestyle University. David brings a fresh perspective on developing life changing habit...
Real Estate Accounting Leads to Owning Real Estate
Nick Aiola, CPA joins Heidi to discuss owning and managing both rental properties, and a virtual accounting firm focused on real estate investors.
Offering Value Through Connection
Sara Huddleston, M.Ed., SPHR, GPHR from The Growth Partnership joins Heidi to discuss connecting and motivating teams, emotional intelligence, and the importance of ti...
Get Niched with IC-DISC
Heidi talks with David Spray about the importance of finding a niche, his work/life balance, what an IC-DISC is, and how it can potentially save your company tons of m...
Being Your Wild Self
On this episode, Heidi talks to Chris Heeter about her background working with sled dogs, how the skills she learned can be applied to human interactions, and the expe...
Financed Life Insurance and Charitable Planning for High Net Worth Clients
On this episode, Heidi talks to Nick Burgess about financed life Insurance and charitable planning for high net worth clients. Nick also talks about how slowing down h...
How To Save HUGE on TAXES with Multifamily Cost Segregation
On this special episode, Heidi talks to Michael Blank on his podcast, Financial Freedom with Real Estate Investing, all about cost segregation and how it can save you ...
Happy Staff, Happy Life
Steve Adams shares how he grew his firm, his early career regrets, and the importance of not letting his job control his life, or the life of his employees.
Stupid Simple Tax Credits
Philip Wentworth Jr opens up about open heart surgery, the importance of caring for your mental health, and how to make sure you don't get in trouble with Employee Ret...
Get Ready For The Healthy, Wealthy, & Wise Accountants Podcast
A new podcast coming soon by Heidi Henderson. Hear from people who have found career success, while managing to stay mentally and physically healthy.