PROFIT
POINTS
Profit Points is a business finance podcast series by the duo behind Modern CPA, Michelle Ward and Shawn Cahill, which focuses on helping business owners and entrepreneurs understand, organize and optimize their business finances. Subscribe now to learn how you too can prepare feel empowered, prepared and confident come tax time and all year long!
Listen On:
Listen On:
Latest Episodes
Episode 25: Banking for Your Small Business with Joe Bergquist
When owning a small business, you need a bank but…are all banks the same? Dr. Joe Bergquist of Harleysville Bank says no. Dr. Berqguist joins us today to share some experience and advice when it comes to small business banking. Choosing your bank When choosing your...
Episode 24: Tips for Tax Time with Kara Renninger
Tax time does not have to be fear and panic inducing, but as a new business owner the upcoming tax season can be scary! Today Modern CPA and Kara Renninger discuss some common tax concerns and tips to help you get prepared. Be Proactive! Take the time to organize your...
Episode 23: Key Concepts When Purchasing Commercial Real Estate
Are you considering purchasing commercial real estate to create a brick-and-mortar space for your business? Today we go over how you should purchase property and other key concepts to consider. When purchasing commercial real estate, it is important that the property...
Episode 25: Banking for Your Small Business with Joe Bergquist
When owning a small business, you need a bank but…are all banks the same? Dr. Joe Bergquist of Harleysville Bank says no. Dr. Berqguist joins us today to share some experience and advice when it comes to small business banking. Choosing your bank When choosing your...
Episode 24: Tips for Tax Time with Kara Renninger
Tax time does not have to be fear and panic inducing, but as a new business owner the upcoming tax season can be scary! Today Modern CPA and Kara Renninger discuss some common tax concerns and tips to help you get prepared. Be Proactive! Take the time to organize your...
Episode 23: Key Concepts When Purchasing Commercial Real Estate
Are you considering purchasing commercial real estate to create a brick-and-mortar space for your business? Today we go over how you should purchase property and other key concepts to consider. When purchasing commercial real estate, it is important that the property...
Episode 22: Attract and Retain with Employee Benefits
It is harder than ever to attract and retain employees. Employee benefits can make your business seem more appealing than the competition for new applicants. These employee benefits packages can span an array of offerings like health and dental insurance, retirement...
Episode 22: Attract and Retain with Employee Benefits
It is harder than ever to attract and retain employees. Employee benefits can make your business seem more appealing than the competition for new applicants. These employee benefits packages can span an array of offerings like health and dental insurance, retirement...
Episode 21: What is an LLC? And Do I Need One?
What is an LLC? A limited liability company (LLC) is a business structure in the U.S. that protects its owners from personal responsibility for their debts or liabilities. Limited liability companies are hybrid entities that combine the characteristics of a...
Episode 20: Who Are You Hiring? Employee vs Independent Contractor
We often get asked, “Who should I hire?”. If you’re a small business that is experiencing growth and it's time to add to your team, what’s the right decision: Employee vs Independent Contractor? There are many different laws, rules, stipulations, and tax requirements...
Episode 19: How Can Investing Affect Your Taxes?
It's time to invest in your business to help it grow and maximize productivity. But how can investing affect your taxes? That's what we're talking about in today's podcast. What are the ways you can invest in your business? Business Assets: Anything purchased for your...
Episode 18: Setting Up a Remote Team with Allison Sandberg
While the world is growing used to virtual businesses popping up and thriving in many industries, setting up a remote team is a very different for businesses. Allison Sandberg is the founder of the virtual travel agency, Magical Memory Planners. Allison started out as...
Episode 17: What To Do When Clients Refuse To Pay
Do you ever wonder what to do when clients refuse to pay? No business can operate if they aren't getting paid. Michelle and Shawn cover all the reasons you may not be getting payments and what to do next with these 6 tips: Tip #1 Take a look at your payment...
Episode 16: Estate Planning for Business Owners with Rebecca Hobbs
It may be scary to think about what will happen to your business and assets when you’re no longer around. Whether illness, sudden tragedy, or incapacitation causes you to be unable to make decisions and operate your business; you need to be prepared. Rebecca Hobbs is...
Episode 15: Small Businesses and Personal Taxes: Requirements and FAQs
We often get asked: how will my small business affect my personal taxes? There is no short answer. However, in this episode, Shawn and I discuss the answer as well as other important questions business owners should be asking themselves to understand their tax...
Episode 14: The Highs and Lows of Starting a Business with Connie and Rob Lawson
Whether it’s your hobby, special skill, passion for a service, or a great idea, when it comes to starting your business it can be scary, intimidating, and feel like A LOT. Today Connie and Rob Lawson, the creators, owners, and chocolatiers behind Sweet Ashley’s...
Episode 13: Financial Planning in the Current Market with Bryan Saylor
Many small business owners rely on their small business as their retirement. Bryan Saylor of High Point Financial, an independent wealth management firm, is a financial planner helping business owners and others build and protect their wealth. Bryan shares his journey...
Episode 12: Securing the Right Insurance Coverages for your Small Business
Insurance coverage is an important but often overlooked piece in starting a business. Insurance is there to protect YOU, the business owner so it is crucial to get started with all of the right coverages for your exact situation. Today, Jeff Wentzel and Bill Bromiley...
Episode 11: Technology and Cyber Security Solutions for Small Businesses with Marc Umstead
Marc Umstead is the president of Plus One Technology, a firm that works to improve workflow productivity and cyber security for both small and mid-size businesses. Marc grew up with technology growing and changing alongside him and became interested in IT as he saw...
Episode 10: Options for an Outstanding Tax Balance
You have filed your taxes and now you’re left with an outstanding balance due. What do you do next? In this episode, we discuss what your tax payment options are and what can happen if you don’t make a plan and start paying. Your first and foremost option is to pay...
Episode 9: Trailblazing In A Unique Industry with Matt Hamlin
More and more businesses are adapting with the times and migrating online to compete in the digital age. Matt Hamlin is the owner of Online Parts Depot, a digital salvage yard business in which salvage yards from all over the country are able to list and sell car...
Episode 8: Balance, Support, and Embracing Change in Your Business
Jenn and Mike Brango are the owners of the Diamond Divas Metabolism Academy and Only Results Coaching. This online small business is not where these two started, their journey began over a decade ago and has transformed to traveling training, outdoor bootcamps, and a...
Episode 7: SBA Loans, An Option for Small Business Financial Assistance
The SBA has become a more well known program since their involvement with PPP at the height of COVID. Bobby White from First Colonial Community Bank in Limerick, Pennsylvania joined us on the show today to talk about what loans they have to offer, who they are for,...
Episode 6: Evolving a Business Over the Decades with Kelly Stento
A business can be a living, growing, changing thing if you choose to care for it in that way. Today, Kelly Stento, President and CEO of LeRoux School of Dance shares her story on how she came to own her dance studio and how it’s changed along the way. Kelly has owned...
Episode 5: Outsourcing Payroll with Ann Angelucci and Kyle Woods
Small business owners are looking to save money and cut costs, and this is understandable. Too often they cut costs in places that deserve high value services. Payroll is one area of a business that should be handled correctly and with care. Ann Angelucci and Kyle...
Episode 4: Gearing Up for Tax Season
Tax season has arrived, it’s time to get your finances organized and ready for your accountant. In this episode, we’re sharing a checklist for getting your tax documents ready and tips on how to do that. Finish any open accounting in your business this year. Record...
Episode 3: Reviewing Your Business In The New Year
It’s 2022 and the new year is a great time to check in and review your business. At Modern CPA, our goal with the Profit Points podcast is to help business owners grow and improve. Today, we’ve put together a list of tips and ideas for working on your business to set...
Episode 2: Buying a Home When You Own A Small Business with Steven Gouveia
One hurdle small business owners can run into is getting a residential mortgage for their primary or even secondary residence. This can be scary, frustrating, and feel like a big process. Today, Shawn Cahill and I are talking with Steven Gouveia from Envoy Mortgage....
Episode 1: Structuring Your New Business with Craig Fleischmann
Welcome to the first episode of Profit Points, where we, Michelle Ward and Shawn Cahill from Modern CPA, aim to provide valuable information to small business owners. In this podcast, you can expect to find business how-to’s, tax tips and tricks, and other great...
FREE ONLINE MASTERCLASS
in this FREE online masterclass, you will learn how to easily organize your business income and expenses so that you are ready come tax time
Hi there from ModernCPA! We know how intimidating it can be to understand the financial side of your business. Working as CPAs for the past 25 years, we understand the overwhelm you are feeling about the numbers side of business, which often leads to avoidance, leaving you feeling lost.
And that is why we started Modern CPA Online to help you understand what your numbers are telling you about your business so that you can be confident!
Hi there from ModernCPA! We know how intimidating it can be to understand the financial side of your business. Working as CPAs for the past 25 years, we understand the overwhelm you are feeling about the numbers side of business, which often leads to avoidance, leaving you feeling lost.
And that is why we started Modern CPA Online to help you understand what your numbers are telling you about your business so that you can be confident!