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On the show
From 15 epsHost
Recent guests
Recent episodes
Virtual Rolodex with Loren Fogelman, Founder & CEO Business Success Solution
May 21, 2026
21m 45s
Virtual Rolodex with Saim Akif, CPA, Crypto Tax
May 13, 2026
23m 13s
Virtual Rolodex with Jasir Jamal, CEO from Longhorn 1031 Exchanges
May 12, 2026
14m 01s
Virtual Rolodex with Natalie Picha and Matt Berti from RHP Wealth Management
May 7, 2026
22m 44s
Virtual Rolodex with Lindsay Kline, EA, Founder, Great Bookkeepers Wanted
Apr 29, 2026
16m 42s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/21/26 | ![]() Virtual Rolodex with Loren Fogelman, Founder & CEO Business Success Solution✨ | value-based pricingaccounting profession+3 | Loren Fogelman | Business Success Solution | — | hourly pricingvalue-based pricing+5 | — | 21m 45s | |
| 5/13/26 | ![]() Virtual Rolodex with Saim Akif, CPA, Crypto Tax✨ | cryptocurrency taxationaccounting+4 | Saim Akif | 1099-DAblockchain+4 | — | cryptocurrencytaxation+6 | — | 23m 13s | |
| 5/12/26 | ![]() Virtual Rolodex with Jasir Jamal, CEO from Longhorn 1031 Exchanges✨ | 1031 exchangetax deferral+3 | Jasir Jamal | Longhorn 1031 ExchangesIRS | — | 1031 exchangetax deferral+5 | — | 14m 01s | |
| 5/7/26 | ![]() Virtual Rolodex with Natalie Picha and Matt Berti from RHP Wealth Management✨ | financial planningcollaboration+4 | Natalie PichaMatt Berti | RHP Wealth ManagementCPA+2 | — | financial teamlong-term planning+5 | — | 22m 44s | |
| 4/29/26 | ![]() Virtual Rolodex with Lindsay Kline, EA, Founder, Great Bookkeepers Wanted✨ | bookkeepingfinancial data+4 | Lindsay Kline | Great Bookkeepers Wanted | — | bookkeeperfinancial data access+5 | — | 16m 42s | |
| 4/23/26 | ![]() Virtual Rolodex with Allyns Melendez, CEO of HR Transformed✨ | HR challengesleadership+3 | Allyns Melendez | HR Transformed | — | HR supportcommunication training+3 | — | 19m 49s | |
| 3/12/26 | ![]() Virtual Rolodex with Gabrielle Baumeyer of Baumeyer Coaching✨ | leadership developmenthigh-performing teams+3 | Gabrielle Baumeyer | Baumeyer Coaching | — | delegationownership+5 | — | 21m 37s | |
| 3/6/26 | ![]() Virtual Rolodex with Michael Ly, CEO of Reconciled.com✨ | accounting professioncommunity and connection+4 | Michael Ly | ReconciledTXCPA Houston | — | accountingAI+5 | — | 16m 06s | |
| 2/12/26 | ![]() Virtual Rolodex with Liz Szporn, Profit First✨ | advisory servicesProfit First methodology+3 | Liz Szporn | Profit First ProfessionalsProfit First | — | Profit Firstaccounting+5 | — | — | |
| 1/27/26 | ![]() Virtual Rolodex with Stephen King, Founder of Fundraising Accountant✨ | nonprofitsfundraising+3 | Stephen King | Fundraising Accounting CommunityTXCPA Houston | — | donor storytellingmanagement accounting+3 | — | 12m 39s | |
| 1/27/26 | ![]() Virtual Rolodex with Stephen King and his CPA Journey✨ | CPA journeyaccounting profession+3 | Stephen King | TXCPA Houston | — | CPAaccounting+5 | — | 22m 13s | |
| 1/13/26 | ![]() Virtual Rolodex with Anthony Chandler, Acrisure✨ | healthcare costsbenefits strategy+3 | Anthony Chandler | AcrisureTXCPA Houston | — | healthcare costsbenefits consultant+4 | — | 17m 37s | |
| 1/13/26 | ![]() Virtual Rolodex with Laurian Tollett and her CPA Journey✨ | CPA journeyaccounting profession+3 | Laurian Tollett | DRDA LLC | — | CPAaccounting+6 | — | 13m 23s | |
| 1/13/26 | ![]() Virtual Rolodex with Dalilah Darancou and her CPA Journey✨ | CPA journeyaccounting+4 | Delilah Darancou | TXCPA Houston | — | CPAaccounting career+5 | — | 13m 30s | |
| 1/8/26 | ![]() Virtual Rolodex with Antoinette Mosley, Future CPA✨ | career developmentmotherhood+3 | Antoinette Mosley | University of Houston–DowntownCPA | — | CPAaccounting degree+5 | — | 13m 48s |
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