What Your CPA Wants You to Know Podcast By Carson Sands CPA & Teran Sands MBA. cover art

What Your CPA Wants You to Know

What Your CPA Wants You to Know

By: Carson Sands CPA & Teran Sands MBA.
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About this listen

A podcast for entrepreneurs! We are a husband and wife team running our CPA firm together. We know just how difficult it can be to take your business dream to a reality. Our mission for this podcast is to guide, empower, and educate entrepreneurs in an easy-to-understand way! We want business owners to have the information that they need when they need it, AND without the hefty accounting invoices from a CPA! Follow along for practical advice, tips, and tricks from a CPA who knows what it is like to run a business, and strategies to keep your business thriving from an MBA! We will also show you how to run a business while keeping your family and sanity intact along the way!

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© 2025 What Your CPA Wants You to Know
Economics Leadership Management & Leadership
Episodes
  • 103. Important Social Security Updates! Teachers, Police, Firefighters, Public Employees!
    Jul 9 2025

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    The Social Security Fairness Act eliminates the unfair Windfall Elimination Provision that prevented public service workers from receiving their full Social Security benefits despite paying into the system.

    • Nearly 2 million Americans including teachers, firefighters, and public sector employees can now receive previously reduced or denied benefits
    • Workers who already receive some benefits will automatically see increases of $300-$700 monthly
    • Those previously denied benefits entirely could receive around $1,500 monthly
    • Eligible recipients can file for retroactive benefits back to January 2024 using form SSA-561
    • Apply online at ssa.gov if you've never received benefits or were previously denied
    • Spousal or survivor benefits may require in-person or mail application
    • Consult your tax professional about handling lump sum and retroactive payments
    • Even if previously denied, public service workers should reapply under the new law

    Please share this episode with anyone who works in public service or has family members who might benefit from these important changes to Social Security benefits.


    Create a STAN Store - Click here to try it out!

    Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!



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    13 mins
  • 102. My Monthly Accounting Routine with Dr. Amanda Thompson of Rooted Physical Therapy
    Jun 23 2025

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    Dr. Amanda Thompson shares her experience with the monthly accounting membership program and how it has transformed her business finance management from chaotic Excel spreadsheets to organized QuickBooks mastery.

    • Starting a business without business education background creates financial management challenges
    • Excel spreadsheets work initially but become problematic as businesses grow
    • Computer crashes can destroy financial records when not properly backed up
    • QuickBooks provides powerful tools but requires guidance to use effectively
    • Monthly accounting meetings create accountability for regular bookkeeping
    • Regular reconciliation prevents year-end accounting nightmares
    • Professional help managing issues like bank fraud can prevent accounting disasters
    • Clean books throughout the year make tax season significantly less stressful
    • Monthly accounting program often saves businesses more money than it costs
    • Confidence in financial management allows business owners to focus on their expertise
    • Tax projections help business owners prepare properly for quarterly estimated payments
    • Type A business owners benefit from structured financial management systems



    Want to grab one of our monthly spots? EMAIL us @ carson@sandsco.net

    You can also book a discovery call with us HERE to see if it's a good fit for you!


    Check out Rooted Physical Therapy at rootedphysicaltherapyllc.com or find Dr. Amanda on Instagram!


    Create a STAN Store - Click here to try it out!

    Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!



    Shop our business guides!

    Our Instagram Page

    Our family page

    Show more Show less
    37 mins
  • 101. Stop Dreading Tax Season: Our Solution for Year-Round Accounting Peace
    Jun 11 2025

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    We created our monthly accounting plan to solve the recurring problem of clients coming to us at tax time with messy books and missing tax-saving opportunities, and after nine months with our beta group, we're sharing how it's working and opening up a few more spots.

    • Our monthly accounting plan provides accountability and real-time bookkeeping support, like having a personal trainer for your finances
    • Works better than self-doing, external bookkeepers, or costly internal accountants who often create more problems
    • Includes monthly one-hour calls at reduced rates with private booking link and priority access
    • Tax returns completed by January with no extensions needed because books are maintained throughout the year
    • Free tax projections eliminate surprises at tax time
    • Covers QuickBooks training, reconciliations, tax strategy, retirement planning, and business decisions
    • Costs $225/month with no contracts and consistently saves clients more in taxes than they pay for the service
    • Email reminders on the first of each month highlight important deadlines and considerations



    If you're interested in one of our limited spots, you can email us directly at carson@sandco.net

    You can also book a discovery call with us to address any questions you have on the monthly accounting plan HERE


    Create a STAN Store - Click here to try it out!

    Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!



    Shop our business guides!

    Our Instagram Page

    Our family page

    Show more Show less
    24 mins
All stars
Most relevant  
This podcast is amazing. Teran and Carson are awesome teachers and make these topics so easy to understand. It is no wonder small business owners (and others!) love working with them and that their business has grown so quickly. I absolutely recommend this podcast if you want to learn more and understand accounting and tax information.

Helpful and easy to understand!

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This podcast is everything I am looking for! The information is relatable and easy to understand for me... aka... a non tax person!! Thank you for all the work!

Amazing!

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