Beyond the Margins Podcast

On this episode we discuss the future of accounting, why it is important to have a strong understanding of your numbers and one big mistake many business owners make when it comes to the finances of their business.

Terrell Turner, CPA is the host of a show called Business Talk Library. Business Talk Library is a series of shows and resources created for business owners, entrepreneurs and professionals that address important business topics and issues relevant to you and your business. 

Terrell also is able to use his experience from Fortune 500 companies to consult with start ups and mid sized companies through his Fractional CFO company, TLTurner Group.

On this episode we discuss the future of accounting, why it is important to have a strong understanding of your numbers and one big mistake many business owners make when it comes to the finances of their business.

Terrell Turner, CPA is the host of a show called Business Talk Library. Business Talk Library is a series of shows and resources created for business owners, entrepreneurs and professionals that address important business topics and issues relevant to you and your business. 

Terrell also is able to use his experience from Fortune 500 companies to consult with start ups and mid sized companies through his Fractional CFO company, TLTurner Group.

In this episode we discuss the future of the accounting industry and the importance for financial professional to build their brand online.

Katie Thomas, CPA is the founder and owner of Leaders Online LLC. She is a digital marketing strategist, content creation expert, and national speaker.

Katie’s superpower is helping leaders implement the right marketing strategies to reach their target audience in a way that they're sure to captivate their attention, cultivate a genuine relationship, and grow their business. 

In this episode we discuss the future of the accounting industry and the importance for financial professional to build their brand online.

Katie Thomas, CPA is the founder and owner of Leaders Online LLC. She is a digital marketing strategist, content creation expert, and national speaker.

Katie’s superpower is helping leaders implement the right marketing strategies to reach their target audience in a way that they're sure to captivate their attention, cultivate a genuine relationship, and grow their business. 

In this episode Dave talks with Ann Angelucci about some of the myths surrounding payroll.

Ann Angelucci has always been passionate about small businesses. She started her career in payroll over 9 years. After working at Paychex she eventually  got the opportunity to partner with a local provider whose customer service and attention to detail aligned with her values. 

Ann also has a passion for giving back and volunteers with SCORE and Wings for Success. 

In this episode Dave talks with Ann Angelucci about some of the myths surrounding payroll.

Ann Angelucci has always been passionate about small businesses. She started her career in payroll over 9 years. After working at Paychex she eventually  got the opportunity to partner with a local provider whose customer service and attention to detail aligned with her values. 

Ann also has a passion for giving back and volunteers with SCORE and Wings for Success. 

After working at a regional accounting firm for several years, Nikole became frustrated with the structure of traditional CPA firms. She felt there was so much more accountants could do to help people throughout the year, rather than just once per year at tax time. She also recognized that many of her clients’ accounting departments were run very inefficiently— using outdated technology, with people often performing the wrong tasks for their skill-set.

In 2016, Nikole founded Momentum Accounting with the goal of providing an alternative way for people to handle their bookkeeping, back-office tasks and financial reporting. Nikole uses a systematized approach, combining the right people, process and technology to build custom accounting systems for her clients.

After transforming the underlying processes, Nikole and her team are able to regularly deliver timely, accurate financial data to clients so they can make informed decisions about their business based on facts and numbers rather than guesses and out of date information.

When she isn’t busy helping her clients, Nikole enjoys playing Australian Rules Football, attending live music events and spending time outdoors. The name “Momentum” was inspired by Nikole’s love for playing team sports and competing.

After working at a regional accounting firm for several years, Nikole became frustrated with the structure of traditional CPA firms. She felt there was so much more accountants could do to help people throughout the year, rather than just once per year at tax time. She also recognized that many of her clients’ accounting departments were run very inefficiently— using outdated technology, with people often performing the wrong tasks for their skill-set.

In 2016, Nikole founded Momentum Accounting with the goal of providing an alternative way for people to handle their bookkeeping, back-office tasks and financial reporting. Nikole uses a systematized approach, combining the right people, process and technology to build custom accounting systems for her clients.

After transforming the underlying processes, Nikole and her team are able to regularly deliver timely, accurate financial data to clients so they can make informed decisions about their business based on facts and numbers rather than guesses and out of date information.

When she isn’t busy helping her clients, Nikole enjoys playing Australian Rules Football, attending live music events and spending time outdoors. The name “Momentum” was inspired by Nikole’s love for playing team sports and competing.

The Rapping CPA, Drew Carrick, is a modern day polymath, or jack-of-all-trades. He understands the importance of preparing for the future and having an innovators mentality towards the way the world works. His entrepreneurial mindset is what led him on a path toward shattering the accountant and CPA stereotypes, where he incorporated creativity and passion into his perspective on the industry. 

As the Director of Operations for C3EG’s Evolve Now project and mission, he has focused on moving accounting content into the future by engaging with other influencers and thought leaders who show that CPAs can be so much more than what they are typically categorized as. 

He created The Rapping CPA brand after his early success of his accounting music and videos, and quickly become a spokesperson for millennials in the profession, speaking and presenting, as well as writing various publications on the topic. When it comes to understanding a modern work culture, putting people first, gaining insight on millennials, and looking towards the future of business, Drew provides the answers. 

The Rapping CPA, Drew Carrick, is a modern day polymath, or jack-of-all-trades. He understands the importance of preparing for the future and having an innovators mentality towards the way the world works. His entrepreneurial mindset is what led him on a path toward shattering the accountant and CPA stereotypes, where he incorporated creativity and passion into his perspective on the industry. 

As the Director of Operations for C3EG’s Evolve Now project and mission, he has focused on moving accounting content into the future by engaging with other influencers and thought leaders who show that CPAs can be so much more than what they are typically categorized as. 

He created The Rapping CPA brand after his early success of his accounting music and videos, and quickly become a spokesperson for millennials in the profession, speaking and presenting, as well as writing various publications on the topic. When it comes to understanding a modern work culture, putting people first, gaining insight on millennials, and looking towards the future of business, Drew provides the answers.