Massey and Company CPA Archives - Business RadioX ®

Marika Ponton, Office Angels and The Profitability Coach, Rachel Donnelly, AfterLight, and Gary Massey, Massey and Company CPA

August 20, 2024 by John Ray

Host Bill McDermott with Gary Massey, Rachel Donnelly, AfterLight, and Marika Ponton

North Fulton Studio

Marika Ponton, Office Angels and The Profitability Coach, Rachel Donnelly, AfterLight, and Gary Massey, Massey and Company CPA

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Marika Ponton, Office Angels and The Profitability Coach, Rachel Donnelly, AfterLight, and Gary Massey, Massey and Company CPA (ProfitSense with Bill McDermott, Episode 60)

In this episode of ProfitSense, Bill McDermott, The Profitability Coach, welcomes guests Marika Ponton from The Profitability Coach, Rachel Donnelly, founder of AfterLight, and Gary Massey of Massey and Company CPA. They discuss various challenges and solutions for improving business profitability, the intricacies of estate management, and the unique offerings of their respective services. The episode also highlights the importance of building trust with clients, managing finances effectively, and offers practical advice for both business owners and those facing personal loss.

Bill concludes the show by discussing the concept of profitability and its significance in business operations.

ProfitSense with Bill McDermott is sponsored and presented by Bill McDermott, The Profitability Coach, and the show is produced by John Ray and the North Fulton Studio of Business RadioX® in Alpharetta.

Marika Ponton, Office Angels and The Profitability Coach

Combine a CPA’s in-depth accounting background, the outgoing personality of a business development professional, and an unwavering drive to help small business owners command their businesses to achieve growth or exit goals, and you have Marika E. Ponton (MEP).

Her unique background as an auditor & a successful small business owner allows her to serve profitability coaching clients using deep personal experience to relate to business owners regarding their financials, their internal operations and their goals for new business and growth.

Rachel Donnelly, AfterLight

Rachel Donnelly is the Founder and CEO of AfterLight.

AfterLight is on a mission to help the living deal with dying, fostering lighter hearts and lighter loads. The company assists clients in managing the unavoidable administrative tasks associated with after loss and legacy planning.

Whether you’re facing an unexpected loss or want to prepare your legacy so your family can grieve in peace and settle your affairs with ease, AfterLight is the answer to your overwhelm.

Connect with Rachel and AfterLight: Rachel’s LinkedIn |Website | Instagram | Facebook | Twitter

Gary Massey, Founder, Massey and Company CPA

Gary Massey is the founder of Massey and Company CPA, based in Atlanta. He has over 30 years of experience in tax preparation, tax planning, and IRS and state tax problem resolution. He holds a CPA, a Master’s degree in Accounting and Master’s degree in Business Administration with a specialization in taxation. Gary is also a Certified Tax Representation Consultant.

Gary’s focus includes helping clients with tax problems. This includes representing clients in front of IRS and state agencies to resolve difficult tax issues, including audits, unpaid taxes, liens, levies, penalties, and notices. His work requires negotiation on a wide variety of tax matters, including offers in compromise, installment agreements, currently not collectible status, and penalty abatement.

Gary enjoys collecting art and spending time with his children and grandchildren. He is married to Chelly, a native of The Netherlands.

Topics Discussed in this Episode

00:00 Introduction to ProfitSense
01:13 Meet the Guests: Marika Ponton, Rachel Donnelly, and Gary Massey
01:36 Marika Ponton on Profitability Coaching
04:10 Building Trust with Clients
06:58 Challenges of Small Business Ownership
11:09 Rachel Donnelly’s Journey and AfterLight
15:55 AfterLight’s Services and Executor Challenges
20:43 The High Cost of Funerals
20:57 Challenges Faced by Executors
21:41 Role of Afterloss Professionals
23:53 Introducing PALS: Setting Industry Standards
24:38 Educating the Market and Future Growth
27:06 Gary Massey: A Unique CPA Approach
30:31 Advice for Aspiring Accountants
32:16 IRS Updates and Tax Management
34:28 Importance of Inventory Management
38:18 Bill McDermott Commentary on Defining Profitability

About ProfitSense and Your Host, Bill McDermott

Follow this link to find the show archive.

The show is presented by The Profitability Coach. The Profitability Coach helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business.

Bill McDermott is the Founder and CEO of The Profitability Coach. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center, Gwinnett Habitat for Humanity, and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University, and he and his wife, Martha, have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Instagram and follow The Profitability Coach on LinkedIn.

Olivia and Carmen Amyette, Infinite Energy Advisors, and Gary Massey, Massey and Company CPA

August 10, 2023 by John Ray

Family Business Radio

Olivia and Carmen Amyette, Infinite Energy Advisors, and Gary Massey, Massey and Company CPA

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Olivia and Carmen Amyette, Infinite Energy Advisors, and Gary Massey, Massey and Company CPA (Family Business Radio, Episode 47)

Family business owners Olivia and Carmen Amyette, Infinity Energy Advisors, and Gary Massey, owner of Massey and Company CPA were the guests on this episode of Family Business Radio. Olivia and Carmen, her mom, talked about Olivia’s accomplishments and drive and her devotion to her grandfather that led her to start her own company after college. They discussed the generational influence in their family on the business, how they run their solar energy business, and more.

Gary Massey talked about how he became a CPA, starting his own firm, and his approach to helping business owners. He discussed how he advises his clients to properly set up a business and stay out of tax trouble, tax planning, and much more.

Anthony then asked his guests to reflect on the obstacles they found when starting their business and what keeps them inspired and motivated.

Anthony concluded the show with comments about the most valuable legacy a family can leave to preserve wealth.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Infinite Energy Advisors

Infinite Energy Advisors (IEA) is a boutique solar energy and energy-efficient home improvement firm. Their mission is to empower individuals, communities, and businesses to foster a better, brighter, cleaner future by taking control of their energy.

IEA specializes in creating cost-effective solar solutions to help their clients save money on power bills and achieve sustainability goals.

They are proud to be named a Best of Gwinnett nominee!

Company Website | Instagram | Facebook

**Olivia and Carmen Amyette, Infinite Energy Advisors**

Olivia is the owner of Infinite Energy Advisors. In this family business, her mother Carmen works as a Customer Relations Manager and her father John is the Installation Manager.

Olivia developed a passion for solar energy at Georgia Tech, where she engaged in research projects relating to environmentalism and energy conservation. Olivia took the leap of faith to start her solar company 7 months after graduating from Georgia Tech to follow her passion for renewable energy while also fulfilling her duties as a caretaker of her grandfather.

With more than 4 years of experience as a Technical Program Manager for the Georgia Tech Grand Challenges LLC, Olivia has extensive experience in optimizing technology according to a client’s needs, creating efficient systems, and enriching customer experiences. Having facilitated upwards of 53 research projects during her role as a facilitator at Georgia Tech, Olivia is well versed in project management and has optimized the solar purchasing/installation process to be seamless.

Olivia holds a BS from the Georgia Tech College of Computing, Solar Energy Certifications from Georgia Tech and Solairgen, and is currently working to get NABCEP certified. Her mission is to empower individuals, communities, and businesses to foster a better, brighter, cleaner future by taking control of their energy.

Olivia’s LinkedIn

Massey and Company CPA

Massey and Company CPA is an accounting firm located in Atlanta serving the needs of small businesses and individuals throughout Georgia.

Over the years, they noticed that CPA firms tend to be cold, unfriendly, hectic places. Maybe they are just so busy with tax season.

At Massey and Company, their team is bright, friendly and eager to please. Thanks to the team and their guiding principles, they are a different kind of accounting firm.

Gary Massey founded the company in 2013 with these principles which still guide them today:

Treat people with respect
Be kind – we are all human
Make complex issues less stressful
Charge fair prices

You won’t find stress or drama at the Massey office. Instead, you will find patient, understanding people who sincerely care. All year long.

Website | LinkedIn | Facebook | Instagram | YouTube

Gary Massey, Founder, Massey and Company CPA

Gary enjoys collecting art and spending time with his children and grandchildren. He is married to Chelly, a native of The Netherlands.

Anthony Chen, Host of Family Business Radio

**Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”**

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Miles Young, On Time Supplies, Bronson Lavender, Pinnacle Bank, and Gary Massey, Massey and Company CPA

December 15, 2021 by John Ray

North Fulton Studio

Miles Young, On Time Supplies, Bronson Lavender, Pinnacle Bank, and Gary Massey, Massey and Company CPA

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Miles Young, On Time Supplies, Bronson Lavender, Pinnacle Bank, and Gary Massey, Massey and Company CPA (ProfitSense with Bill McDermott, Episode 28)

On this inspiring episode of ProfitSense with Bill McDermott, Miles Young of On Time Supplies shared his story of being compelled to create a solution to the problems he saw in the office supply space and the rewards that come from taking a risk. Bronson Lavender, Senior Vice President with Pinnacle Bank, talked about his passion and calling for helping clients throughout his career in banking. Gary Massey of Massey and Company CPA discussed serving his clients through accounting and tax-related issues, sharing how a bit of preparation saves a lot of work down the road. ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Miles Young, CEO and Co-Owner, On Time Supplies

OnTimeSupplies.com offers top-notch customer service. We are a leading supplier of discount office supplies with lightning-fast delivery. Our team is dedicated to helping people just like you, and we feel like it is a privilege to serve you! We consider it our personal mission to make every customer a reference customer, from the individual home-office buyer to the purchaser of the largest corporate accounts.

Miles has a background in commodities and a decade in sales of software. He saw a need in the office supply industry and started On Time Supplies seventeen years ago.

Miles has a degree from the University of Alabama.

Company website | LinkedIn | Facebook

Bronson Lavender, Senior Vice President – Market Manager, Pinnacle Bank

Pinnacle Bank is a Georgia-based bank headquartered in Elberton, Georgia. It has been locally owned and operated since 1934. Currently, Pinnacle Bank has approximately $1.85 Billion in Total Assets and has 24 full-service branches across Northeast Georgia to meet the needs of our clients. Their Vision Statement is to be “The Best Community Bank in Georgia”.

Bronson has been in banking since 1992 and has a degree from University of North Georgia.

Company website | LinkedIn

Gary Massey, Managing Director, Massey and Company CPA

At Massey and Company, their team is bright, friendly, and eager to please. Thanks to the team and their guiding principles, they are a different kind of accounting firm. They founded the company in 2013 with these principles which still guide them today:

-Treat people with respect
-Be kind – we are all human
-Make complex issues less stressful
-Charge fair prices

You won’t find stress or drama at their office. Instead, you will find patient, understanding people who sincerely care. All year long.

Gary Massey holds a Bachelor of Arts degree from Brandeis University, Waltham, MA. He also holds both a Masters in Business Administration degree and a Masters in Taxation degree from Fordham University, New York, NY. He is a licensed Certified Public Accountant (CPA). Gary is also a member of the American Institute of Certified Public Accountants. And he is a Certified Tax Representation Consultant.

Gary worked in the tax departments of Ernst & Young, Coopers & Lybrand, and KPMG for 10 years. Gary then transitioned to regional and local CPA firms, specializing in small business and individual tax services. Since 2013, he has been growing Massey and Company CPA, a boutique tax and accounting firm in Atlanta, focused on the needs of small businesses and individuals throughout Georgia.

Gary enjoys reading and spending time with his children and grandchildren. He is married to Chelly, a native of The Netherlands.

Company website | LinkedIn

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.