Podcast
The Advisor Podcast
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Welcome to The Advisor Podcast. Brought to you by JGS CPA. We are a FULL service CPA firm. We’ve been in business for over 85 years. Planning for our clients and working hard for their success. We are the trusted professionals. And now we have a podcast, we will offer up our knowledge sharing content and information on all things accounting, tax and business advisory while also opening up our network of attorneys, bankers, financial advisers and even non-profits we support to discuss topics and their services to our listeners. We are your trusted advisors and this is The Advisor Podcast.
38episodes
Episodes
Newest firstAll episodes
How The Community Foundation is Helping During The COVID-19 Crisis
Feb 26, 202500:28:35Tap to summarizeIn this episode we spoke with Elizabeth Rowley, President and CEO of The Community Foundation of Orange and Sullivan. Biz told us what a Community Foundation does and shared with us the great work they do on a regular basis. We also discussed the COVID-19 Response Fund that was started to address immediate and longer-term needs of residents in Orange and Sullivan counties. Biz gave us more information about Hudson Valley Gives Day, which is Wednesday May 20. HVGives is a fun and focused 24-hour effort to raise funds and awareness to support LOCAL nonprofits and charities and make our region a a better place to live, work and play. If you can please support #HVGives tomorrow! We are happy to share that #HVGives is generously sponsored by Walden Savings Bank, Vargas Brothers, StandBack General Contractors, LLC, steingart printing, Orange Regional Medical Center, Touro College of Osteopathic Medicine, Mid-Hudson Valley Federal Credit Union, Mid-Hudson Valley Association of Fundraising Professionals (AFP), Seely & Durland Insurance, BEER World, William A. Smith & Son, Inc., WALL Radio, K104 Today’s Hit Music, Bold Gold Media GroupLove the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Making Your New Remote Workplace Work
Feb 19, 202500:23:18Tap to summarizeDuring this COVID-19 crisis many companies had to implement a work from home strategy for their employees and business. Companies and business models unaccustomed to making remote workforces work, are trying to figure it out. On this episode of The Advisor Podcast, we are joined by Skip Weisman of Your Championship Company Skip explores the research on the productivity of remote workers, and specific strategies, tips, tools and techniques that build trust and respect while maintaining high-levels of engagement and teamwork that gets a real ROI for your company. Skip is also offering a free webinar on this topic for friends and clients of the firm. Click here to register: http://www.yourchampionshipcompany.com/pages/jgs_remoteroi/Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Breast Cancer Support Services & Outreach During COVID-19
Feb 12, 202500:19:24Tap to summarizeIn this episode we speak with Pari Forood, Executive Director of the Miles of Hope Breast Cancer Foundation. Pari tells us of the good work the organization is still doing even in the face of the COVID-19 crisis. Find out more at https://milesofhope.org/Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Effective Business Communication during Covid-19
Feb 5, 202500:27:33Tap to summarizeCommunication for your business is vital especially during a crisis like COVID-19. In this episode we speak with Filomena Fanelli, CEO/Founder of Impact PR & Communications. Filomena shares tips on how to communicate effectively both to your employees and clients during this tough time. Here is the blog article we mention during the episode: https://prwithimpact.com/six-actionable-communications-steps-to-take-during-a-crisis/ You can find out more about Filomena and Impact PR at https://prwithimpact.com/Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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The Manufacturing Industry and COVID-19
Jan 29, 202500:41:29Tap to summarizeHow is COVID-19 effecting the manufacturing industry especially in the Hudson Valley. In this episode with speak with Harold King and Johnnieanne Hansen from the Council of Industry. They share with us how their members are reacting to the COVID-19 pandemic. The Council of Industry has been the manufacturer’s association for the Hudson Valley since 1910. They are a privately funded not-for-profit organization, whose mission is to promote the success of our member firms and their employees, and through them contribute to the success of the Hudson Valley Community. Find out more about the Council of Industry and the resources they have for their members in regards to COVID-19 https://www.councilofindustry.org/covid-19-resource-guide/ Check out their podcast Manufacturing Matters https://podcasts.apple.com/us/podcast/manufacturing-matters-with-the-council-of-industry/id1479057974Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Accepting Payment in Challenging Times
Jan 22, 202500:20:44Tap to summarizeDepending on your business, accepting payments may now be more challenging than ever before. In this episode, Colby Poulson and Torrey Woolsey join us from Payroc. Payroc is a full service merchant acquirer offering payment solutions. Credit card, ACH, etc online, over the phone or in person. Payroc is part of the BDO Alliance just like JGS, CPA. We discuss tips for businesses on how to accept payment during the changing environment. Payroc is also offering clients complimentary marketing help. From graphic design to website and/or social media help they can assist clients. Many businesses need to transition to online payments and Payroc has the capability to help them with this transition. To find out more about Payroc’s Covid-19 resources: http://partners.payroc.com/covid-19/ Visit their website: https://www.payroc.com/ Contact Torrey Woolsey VIP Inside Sales Specialist Torrey.Woolsey@PAYROC.COM 1 (801) 951-8142Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Introduction Part II – Covid-19 Resources
Jan 15, 202500:02:52Tap to summarizeWe re-introduce The Advisor Podcast now as resource for our clients and listeners during this difficult time. We will continue to cover accounting, tax and business advisory topics but also bring you episodes on other topics. We will give you access to conversations with our network. Topics to include communication, marketing, economic development resources, business organizations. Make sure to subscribe to the podcast so you will get notified when we post new episodes.Love the show? Subscribe, rate, review, and share!Here’s How »Join The Advisor Podcast Community today:jgspc.comFacebookTwitterLinkedInYouTube Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Introduction
Jan 8, 202500:12:05Tap to summarizeOur first episode of the Advisor Podcast with guest Jason Giordano, CPA, MST, CVA. Jason is the managing partner of JGS, CPA. In this episode we introduce our firm and the podcast. We highlight that our firm is a full service, tax, accounting, business advisory firm. We focus on the manufacturing, food and beverage, professional services, medical industries. We have specialties in valuation, forensic accounting, estates and trusts, succession planning, 401K/benefit plan audits. We discusses the history of the firm. Founded in 1932 in Middletown. We have over 88 years servicing the Hudson Valley. We discussed that Jason is on of 4 managing partners in our history. We answered the question "What makes us different?" Planning, “getting in the weeds of our clients business” Our retention, longevity of our clients. Our first client is a client today. The same way we plan for our clients we have our own internal succession plan. We have partners in every age group. We discussed how we recently joined the BDO Alliance. Joining the Alliance, gives us access to an international network of people and firms through our membership in the BDO Alliance. Access to an alliance of CPA and consulting firms throughout the U.S. This still allows us to remain independent and locally owned. With access to the BDO Alliance we can enhance our client services and broaden our capabilities overall. It allows us to gain greater technical knowledge in specialty areas. Provide our clients with key contacts and sophisticated professionals throughout the U.S. Jason and Brian discussed an overview of what the Advisor Podcast. We hope to cover many topics in the world of tax, accounting and business advisory. As well as new changes to the tax law, R&D credits, opportunity zones, state and local tax issues and changes, Wayfair implications. We also discussed examples of clients, referral sources and non-profits we want to highlight. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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