CG Business Advisor

CG Tax, Audit & Advisory
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Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond

  1. 21 avr.

    What to Do About Medicare When you Turn 65: Understanding the Alphabet Soup

    Mike Lewis, FACMPE, MBA, is a former Partner in Cg’s Healthcare Services Group and is now a serving a Director after his partial retirement in 2025. Mike is a healthcare professional with over 45 years of experience in the industry. Prior to joining the firm, he spent 27 years as a senior healthcare executive bringing a wealth of knowledge in medical practice management to Cg Tax, Audit & Advisory. Mike is a recognized expert at identifying opportunities and solving challenges within medical practices, allowing doctors to focus on delivering patient care.

    19 min

  2. 25 mars

    When Revenue Isn’t the Problem: Fixing the Clarity Gap in Growing Businesses

    Today’s guest is Roshani Kumar, Founder of RS Kumar Advisors and a trusted Business Growth Advisor for service-based companies ready to scale with clarity. With more than a decade of corporate transformation experience, Roshani brings enterprise-level strategy and operational discipline into the small business world. Drawing on her background in driving large-scale change and improving performance, Roshani partners with both business owners and their trusted advisors to create sustainable, smarter growth without burnout.

    15 min

  3. 30/12/2025

    2025 Year in Review

    This year on The CG Business Advisor, we welcomed an incredible lineup of guests who shared transformative insights on marketing, operations, finance, and leadership. As we look back, four conversations stand out for the actionable wisdom they delivered. Listen to clips from 4 great episodes featuring: Larry Bailen, Founder & CEO, Single Throw Marketing Ross Stockdale, Fractional CMO & Host of The Thunderstock Show Angela Lapovsky, Founder, ARL Elevate & Fractional COO Jennifer Flynn, VP of CPA Partnerships, Source Advisors

    28 min

  4. 03/12/2025

    AI Optimization: A Next Era of Adaptive Search

    Larry Bailin is the founder and CEO of Single Throw Marketing. Among Larry’s achievements, he is an award-winning entrepreneur, a best-selling marketing author and a professional keynote speaker. For over 20 years, Larry and his talented team at Single Throw have provided innovative customer acquisition focused digital marketing services designed specifically to create an ROI and beat every competitor, for hundreds of regional, national, and global brands.

    28 min

  5. 22/10/2025

    Navigating R&D Tax Credits: Impacts of the One Big Beautiful Bill Act

    In this episode, we are joined by returning guest Jennifer Flynn and Cg’s very own Cg Team John Blake  to discuss Research & Development Tax Credits and its new updates from the One Big Beautiful Bill Act. ○      Jennifer Flynn is the Vice President of CPA Partnerships at Source Advisors, a consulting firm that provides customized tax solutions to real estate owners, multi-state enterprises, inventory-focused companies, and businesses with R&D activities. For 20 years, she has consulted businesses in a variety of industries and sizes. Source Advisors and Jennifer aid clients through their diverse business solutions and industry leading expertise. ○      John Blake, CPA, MBA, is a Director in Cg Tax, Audit & Advisory’s Tax Services Group with over 20 years of public accounting experience. He works closely with mid- to large-sized clients on a wide range of tax matters, helping them achieve financial goals and plan strategically. His expertise spans closely held businesses, LLCs, partnerships, and individuals.

    29 min

  6. 02/09/2025

    Marketing & MMA: Building Businesses and Networks Through Podcasting

    Ross Stockdale helps Small Business B2B Service Companies increase their net profit without breaking the bank in 12 months or less as their Fractional CMO. He creates and executes winning marketing strategies to increase profit and decrease time and headaches. He's also a fellow Podcaster!

    34 min

  7. 15/07/2025

    Change Management: An Effective Solution to Organizational Shifts

    Angela Lapovsky, a seasoned business strategy and operations consultant and Fractional COO with over 15 years of experience driving transformational change and sustainable growth. As Founder of ARL Elevate, Angela helps organizations and teams across a variety of industries translate the vision for their business into reality by helping them solve complex business problems and creating a business strategy to target those challenges. Angela specializes in enhancing operational effectiveness, leading change initiatives, and empowering leadership teams through Fractional COO support, project-based services, and as a strategic advisor. Drawing on her deep expertise across Fortune 500 companies as well as small businesses, Angela brings a collaborative and results-driven approach to navigating organizational shifts

    25 min

  8. 04/06/2025

    Tariffs & Inflation: The Effects on Your Business & Inventory Practices

    Jennifer Flynn is the Vice President of CPA Partnerships at Source Advisors, a consulting firm that provides customized tax solutions to real estate owners, multi-state enterprises, inventory-focused companies, and businesses with R&D activities. For 20 years, she has consulted businesses in a variety of industries and sizes. Source Advisors and Jennifer aid clients through their diverse business solutions and industry leading expertise.

    20 min
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À propos

Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond

Informations

  • Création
    CG Tax, Audit & Advisory
  • Années d’activité
    2020 - 2026
  • Épisodes
    81
  • Classification
    Tous publics
  • Copyright
    © Copyright 2026 CG Tax, Audit & Advisory
  • Site web de l’émission
    CG Business Advisor