Episodes

  • QuickBooks Online (Ivana Lee)
    Apr 17 2025

    In This episode we talk with Ivana Lee about the value of Quickbooks in a business and how the Vesta team can improve your accounting process by trusting a professional.

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    17 mins
  • Vesta Insights Gabe Olsen
    Mar 20 2025

    Toady we are talking with Gabe Olsen, senior consultant at Vesta.

    Gabe brings a wealth of experience to Vesta and plays a pivotal role in helping our clients reach their goals.

    In this episode Gabe shares his knowledge in his signature style which we know you will enjoy.

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    15 mins
  • Vesta Insights March 2025
    Mar 5 2025

    This show is all about assurance. We discuss what assurance and audit services are and how they can impact your business in a positive way.

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    11 mins
  • InVesta Ep. 10 Sean Baily
    Jun 24 2024

    Sean Bailey Tax Manager at Vesta, Joins our guest host, Jason Prigge a local business owner as they talk about the challenges of tax planning and how the advantage of foresight when it comes to your business.

    VESTA is a CPA-led advisory firm.

    For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to our clients’ dynamic needs. As advisors, we bring forth a vibrant, caring culture that inspires others and continues to position us as impactful community members and friends.

    *Disclaimer:
    Content in this podcast is current at the time of recording. Content at the time of listening to this podcast may differ from that at the time of recording. For the most current guidance, contact Vesta :https://vesta.cpa/

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    10 mins
  • InVesta Episode 9, Brad Saunders Part 2
    May 20 2024

    Sean Bailey, continues his tlks with Brad Saunders about his role at Vesta and how the firm is growing and changing with the times.

    VESTA is a CPA-led advisory firm.

    For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to our clients’ dynamic needs. As advisors, we bring forth a vibrant, caring culture that inspires others and continues to position us as impactful community members and friends.

    *Disclaimer:
    Content in this podcast is current at the time of recording. Content at the time of listening to this podcast may differ from that at the time of recording. For the most current guidance, contact Vesta :https://vesta.cpa/

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    15 mins
  • InVesta Episode 8, Brad Saunders
    Apr 25 2024

    Sean Bailey, talks with Brad Saunders about his role at Vesta and how the firm is growing and changing with the times.

    VESTA is a CPA-led advisory firm.

    For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to our clients’ dynamic needs. As advisors, we bring forth a vibrant, caring culture that inspires others and continues to position us as impactful community members and friends.

    *Disclaimer:
    Content in this podcast is current at the time of recording. Content at the time of listening to this podcast may differ from that at the time of recording. For the most current guidance, contact Vesta :https://vesta.cpa/

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    15 mins
  • In Vesta Episode 7: New Markets
    Mar 18 2024

    Brad talks with two guests. Sean Bailey, Market Leader for the North Shore Market of Milwaukee and Nick Deering, Market Developer for the Madison market.

    VESTA is a CPA-led advisory firm.

    For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to our clients’ dynamic needs. As advisors, we bring forth a vibrant, caring culture that inspires others and continues to position us as impactful community members and friends.

    *Disclaimer:
    Content in this podcast is current at the time of recording. Content at the time of listening to this podcast may differ from that at the time of recording. For the most current guidance, contact Vesta :https://vesta.cpa/

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    11 mins
  • InVesta Episode 6: Navigating Tax Law Complexity
    Feb 27 2024

    Today, Brad talks with Josh TeBeest, Shareholder and Tax Service Line Leader at Vesta. This discussion focuses on current state of tax law, the IRS and much more.

    VESTA is a CPA-led advisory firm.

    For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to our clients’ dynamic needs. As advisors, we bring forth a vibrant, caring culture that inspires others and continues to position us as impactful community members and friends.

    *Disclaimer:
    Content in this podcast is current at the time of recording. Content at the time of listening to this podcast may differ from that at the time of recording. For the most current guidance, contact Vesta :https://vesta.cpa/


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    12 mins
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