Creators and Guests

Annie Schwab, CPA
Host
Annie Schwab, CPA
Franchisee Operations Manager at Padgett Business Services
Appears in 33 episodes
Roger Harris, EA
Host
Roger Harris, EA
President at Padgett Business Services
Appears in 38 episodes
Amanda Aguillard
Guest
Amanda Aguillard
COO at Padgett Business Services
Appears in 1 episode
Blake Oliver, CPA
Guest
Blake Oliver, CPA
Founder of Earmark CPE
Appears in 2 episodes
Catharine Drake Madeley, CPA
Guest
Catharine Drake Madeley, CPA
Catharine Drake Madeley, CPA, owner of Salling Madeley, PLLC in Austin, Texas, focuses on individual and small business tax compliance and has built a reputation for her dedication to helping clients make their tax experiences more manageable. She balances humor with a deep-seated passion for all things tax-related with the aim to make taxes less taxing – and a tad more fun! Along with navigating the intricacies of the tax world and tax firm management for more than fifteen years, Catharine has been cited in mainstream media publications such as Forbes. When she's not diving deep into the latest tax conundrums, you'll find Catharine in the garden, out for a hike, or off on a grand adventure.
Appears in 1 episode
Dave Gribben
Guest
Dave Gribben
Dave joined the Padgett Business Advisors Barrington® family in 2011. The reason for his move to Padgett was clear: It offered him access to some of the best tax minds in America while providing systems and people with outstanding service and support, allowing him to help his clients succeed. Dave graduated from Northwestern University and earned an EMBA from Case Western Reserve University, receiving a Distinction in Academic Excellence. Dave has more than 20 years of experience in a broad range of positions, from finance, mergers & acquisitions, and operations to sales and marketing. Over the years, he’s worked with small business startups, long-time family businesses, and large, multinational corporations. In addition, Dave has served in an adjunct faculty role at the Weatherhead School of Management at Case Western Reserve University, and he has taught multiple classes in Entrepreneurship and Business Management. Dave is passionate about using his background and experience to help his small business owners create stronger, more profitable businesses. He understands the importance of building meaningful and productive relationships, and he knows that his role involves more than just providing clients with information.
Appears in 1 episode
Jeff Darley
Guest
Jeff Darley
Owner, Padgett Business Services
Appears in 1 episode
Joey Vrooman, CPA
Guest
Joey Vrooman, CPA
Joey is Padgett Franchisee based out of Bismarck, North Dakota. He has a strong passion for Entrepreneurship and increasing the collective wisdom of Financial Literacy.
Appears in 1 episode
Megan Killian
Guest
Megan Killian
Megan Killian joined as the Executive Vice President of the National Association of Enrolled Agents in January 2021. She has more than 25 years of nonprofit and association experience. She is a member of the American Society of Association Executives and was awarded the certified association executive (CAE) credential in 2008. She is also a 2013 graduate of the U.S. Chamber of Commerce Institute of Organizational Management.
Appears in 1 episode
Thad Inge
Guest
Thad Inge
Thad Inge is vice president at Van Scoyoc Associates where he works with startups, nonprofits, associations, and corporations from highly regulated and emerging industries. His areas of expertise include tax, tax administration, small business, benefits, fintech, and payments issues. Prior to joining VSA, Thad led government relations at Paychex, Inc., a leading provider in payroll, human capital management, and benefits services. Thad spent a number of years in government, including heading congressional affairs for the U.S. Small Business Administration and working on the U.S. Senate Committee on Small Business & Entrepreneurship. Thad graduated from Georgetown University and received his law degree from the University of Miami School of Law.
Appears in 1 episode
Broadcast by