accountant Archives - Business RadioX ®

No Need to Panic

October 8, 2024 by Tom Sheldon

Northeast Georgia Studio

No Need to Panic

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Jacqueline Sheldon

Jacqueline Sheldon/Bottom Line Tax Solutions

A discussion on the audit process when the IRS comes knocking.

Bottom Line Tax Solutions specializes in tax planning and tax resolution. The firm focuses on proactive tax planning and working with their clients throughout the year lower their tax liability and to help them keep more of what they make. Bottom Line Tax Solutions can assist clients who have back tax issues work out payment terms with the IRS, get penalties reduced, and in some cases settle their tax debts for less than what they owe.

A proud Associate Sponsor of the Northeast Georgia Business RadioX studio.

Empowering Small Business Owners: Tax Strategies and Philanthropic Opportunities

February 29, 2024 by Karen

Phoenix Business Radio

Empowering Small Business Owners: Tax Strategies and Philanthropic Opportunities

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Empowering Small Business Owners: Tax Strategies and Philanthropic Opportunities

In this engaging podcast, Karen Nowicki discusses proactive tax planning and charitable contributions for small business owners with Aldo Aprile, a CPA, and Donna Rodgers from the Society of Saint Vincent de Paul. Aldo emphasizes the importance of year-round tax advice and planning for small business owners, including Arizona tax credits, while Donna sheds light on the community-centric mission of Saint Vincent de Paul, urging listeners to contribute and get involved. The conversation touches on financial literacy, personal passions, and the significance of fostering connections for positive impacts in both personal and professional realms.

Get inspired by Aldo and Donna’s stories of personal passion and community involvement, and learn how you can make a positive impact through financial planning and charitable giving.

Aprile CPA: Your boutique accounting partner dedicated to boosting your profits and slashing your taxes.

Aldo Aprile, an ASU grad who’s been in the CPA game since 2004 (yes, that long), has a knack for turning financial gibberish into plain English.

He’s the go-to for business owners who’d rather not use their financial statements as just coffee coasters.

Follow Aprile CPA on LinkedIn, Facebook and Instagram.

St. Vincent de Paul – Phoenix provides services in Central and Northern Arizona to feed, clothe, house and heal those in need. Its mission is twofold–to help people who are struggling and to provide an opportunity for people to help others.

Programs and services include charity dining rooms, food boxes, a medical and dental clinic, housing, homelessness response and prevention, and thrift stores across the valley.

In addition to serving those in need, St. Vincent de Paul believes that strong community engagement and meaningful service opportunities create a stronger and more vibrant community for all.

Donna Rodgers worked 23 years in the legal field during which she was a paralegal as well as assisting attorneys with educating the public on legal issues, specifically elder law and estate planning.

After serving on boards of several nonprofits, including those focused on helping seniors and those experiencing food insecurity, she felt true fulfillment in helping others in need and made the decision to change careers. She has worked in the nonprofit field since 2006 with the last nearly 11 years at St. Vincent de Paul.

Follow St. Vincent de Paul on LinkedIn, Facebook, X and Instagram.

Nikki Rohloff, Rohloff Associates, LLC

April 4, 2022 by John Ray

Minneapolis St. Paul Business Radio

Nikki Rohloff, Rohloff Associates, LLC

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Nikki Rohloff, Rohloff Associates, LLC (Minneapolis-St. Paul Business Radio, Episode 36)

While most other CPAs are working eighty-hour weeks ahead of the April tax filing deadline, the team at Rohloff Associates is committed to fifty-hour weeks as well as eliminating hourly billing. It’s just two ways her firm defies the expectations of how a CPA firm can work, says managing partner Nikki Rohloff. Nikki joined host John Ray to discuss her CPA firm’s unique business model, how and why they integrate talent selection and team effectiveness into their service offering, and much more. Minneapolis-St. Paul Business Radio is produced virtually by the Minneapolis St. Paul studio of Business RadioX®.

Rohloff Associates, LLC

Rohloff understands that many CPA firms tout similar ideologies.

That would make complete sense considering numbers are numbers. However, they aspire to do things differently at Rohloff Associates. To them you aren’t just a number.

Their desire was and still remains to defy the expectations of how a CPA firm can work. Their story over nearly the past two decades is for their clients to know Rohloff Associates as their Relational CPA firm. In the effort to do so, they have removed the billable hour model which has opened the door to conversation with clients and their families on a level like no other.

Company website | LinkedIn | Facebook

Nikki Rohloff, Managing Partner, Rohloff Associates, LLC

Nikki Rohloff recognized at an early age that fostering relationships was a foundational building block. She continued to hone that skill as she acquired a Bachelor of Arts in Accounting & Sociology.

Nikki is the expert and friend you want by your side when the landscape of life is uncertain. Her responsibilities over the years have run the full spectrum. With a background in Sociology, Nikki’s warm personality and collaborative style foster an implicit foundation of trust with her clients. In her role as a Rohloff Associates Partner, she understands that there are often difficult conversations that need to be broached when planning for the future, but her can-do spirit readily navigates many of those moments.

Questions and Topics Discussed in this Episode

What makes your firm different than other CPA firms?
How do team engagement and behavioral assessments make a difference to your clients?
What have clients been struggling with during the pandemic?
Why is hiring to your culture so imperative?

Minneapolis-St. Paul Business Radio is hosted by John Ray and produced virtually from the Minneapolis St. Paul studio of Business RadioX®. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

CPA Tanya Luken E18

December 8, 2020 by Karen

Phoenix Business Radio

CPA Tanya Luken E18

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CPA Tanya Luken E18

Tanya Luken CPA PC is a public accounting firm that simplifies and streamlines accounting for nonprofits, bars and restaurants, and rights management.

We are ending shoebox accounting. We believe accounting should be as dynamic as the business it serves. We streamline, automate, and analyze your accounting data to create forward-thinking solutions for your business challenges. Unlike other accounting firms, we have ideas. We don’t just measure yesterday’s successes – we use historical data to predict tomorrow’s successes and reach your goals.

Tanya Luken is a CPA and business owner. She started her first accounting practice in May 2000. For over 20 years, she has helped nonprofits and small businesses with their accounting and operations.

Tanya is a QuickBooks Pro Advisor, a Champion for the Arizona Society of CPAs, an Ambassador for the American Institute of CPAs, an Advisory Board Member for Saint Vincent de Paul. Tanya Luken CPA PC is a proud member of Local First Arizona and an accredited member of the Better Business Bureau.

When she’s not running her accounting firm, Tanya is learning Spanish, traveling and hanging out with her dog, Barbara Gordon. She has a thing for Chuck Norris jokes.

Connect with Tanya on LinkedIn.

About Arizona Good Business

What is good business? What are local businesses doing to build a better Arizona?

Join Arizona Good Business to hear from local companies who are:

Centering purpose at the forefront of business
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Arizona Good Business features local business leaders that are redefining what it means to do good business.

About Your Host

Thomas Barr is the Executive Director for Local First Arizona, the largest coalition of local businesses in North America. He advocates for a strong local business community that contributes to building vibrancy, equity, and prosperity across the state. A proud Arizona native and graduate of Arizona State University, Thomas leads the business coalition of Local First Arizona by advocating for the economic and cultural benefits provided by building strong local economies.

Thomas steers the strategic direction of LFA’s major programs and initiatives as well as the engagement of over 3000 businesses across Arizona. As Executive Director, Thomas guides a team of statewide senior directors overseeing the execution of LFA’s communication strategy, major initiatives and key partnerships, as well as the collaboration of over 30 staff implementing work in entrepreneurship programs, small business advocacy, local food initiatives, sustainability, urban development and community building. He frequently speaks to groups locally and nationally, presenting the impact of Local First Arizona and the importance of local economy work in building prosperity.

Outside of Local First Arizona, Thomas has participated in volunteering his time to many causes and organizations throughout the Valley including Young Nonprofit Professionals – Phoenix, Equality Arizona, Alliance of Arizona Nonprofits, Arizona Commission on the Arts, Heritage Square Foundation and Phoenix Legal Action Network. Additionally, Thomas is a 2018 Phoenix Magazine 40 Under 40 honoree, alumni of Arizona Leading for Change, and current participant in Valley Leadership Institute’s 40th cohort.

Connect with Thomas on LinkedIn and Twitter.

Local First AZ

Local First Arizona is a nonprofit organization that celebrates independent, locally owned businesses. We support, promote and advocate for a strong local business community and raise public awareness of the economic and cultural benefits provided by strong local economies. Local businesses contribute to a sustainable economy for Arizona and build vibrant communities we’re all proud to call home.