エピソード

  • InVesta Ep. 10 Sean Baily
    2024/06/24

    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 分
  • InVesta Episode 9, Brad Saunders Part 2
    2024/05/20

    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 分
  • InVesta Episode 8, Brad Saunders
    2024/04/25

    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 分
  • In Vesta Episode 7: New Markets
    2024/03/18

    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 分
  • InVesta Episode 6: Navigating Tax Law Complexity
    2024/02/27

    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 分
  • Episode 5, Kimberly Thome, Shareholder, Director of Accounting
    2024/01/22

    On this episode Brad talks with Kimberly Thome, Director of Accounting about all the amazing accounting services that Vesta provides for their clients.

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    9 分
  • Episode 4 Kristin Olson- Vesta, Human Resource Manager
    2023/12/17

    in this episode Brad talks with Kristen Olson, Vesta's HR manager about the current human resource environment for business owners.

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    12 分
  • Episode 3 The Bankers Perspective
    2023/11/27

    In this episode Steve Leaman Business banker, Senior Vice President of Horicon Bank gives use a unique perspective about the business owner and bankers relationship and how to ask the right questions to achieve maximum efficiency for you business.

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    35 分