Top 3 Podcast with Marcia O'Connor

In the latest episode of Top 3, Marcia O'Connor introduces Mike Jamgochian, a CPA with his own firm specializing in proactive accounting and consulting. Mike shares his journey from working at a large national firm to starting his own practice. He discusses the importance of proactive accounting, emphasizing the need for entrepreneurs to stay ahead of financial matters rather than reacting to them. Mike's firm focuses on more than just tax returns; it provides comprehensive financial planning and analysis (FP&A). He stresses the importance of keeping financial records up-to-date in real time, allowing for better strategic planning. Mike highlights the need for entrepreneurs to have a deep understanding of their business's financial health, especially when it comes to profitability in different areas of their operations. Mike encourages business owners to demand more from their financial professionals, emphasizing the value of hiring experts who can save them money and help them grow. In a practical example, Mike discusses how his firm helped an HVAC company undergoing a transition. They revamped the business's accounting systems and analyzed profitability in different areas, leading to a complete overhaul of the company's pricing strategy. He underscores the significance of strategic financial analysis for business growth and profitability. As entrepreneurship continues to thrive, Mike advises aspiring entrepreneurs to seek professional assistance early on to navigate the complexities of taxes and financial planning. He emphasizes that understanding and managing your financial situation is crucial for the success of any business, and he invites entrepreneurs to reach out to him for guidance and support.

In this episode of Top 3, CEO and founder of the O'Connor Group, Marcia O'Connor, interviews Ian Meierdiercks, founder of IM Wealth Partners. She starts by asking Meierdiercks about his entrepreneurial background, to which he explains that his family has a history of entrepreneurship. His grandfather started a marina that eventually became a Viking Yachts dealer, and his mother's mother started her own business altering dresses, which eventually led to her owning a franchise.

In this episode of Top 3, Marcia O'Connor interviewed Elyse Lupin, the CEO of Elysium Marketing Group, a full-service marketing agency specializing in food and franchise, among other industries. Lupin shared her journey as an entrepreneur, including her successes and failures. The discussion revolved around how the pandemic affected her business and how she coped with the challenges.

In this episode of Top 3 with Marcia O'Connor, she interviews Mike Longo Jr, CEO of 7 Oil, a family-owned business. They discuss the unique challenges of running a family business, including the pressure to succeed and the difficulty of passing the business down to future generations.

On this episode of the Top 3 podcast “Mental Health in the Workplace”, Marcia O’Connor is joined by Meghan Freeman. Meghan is the founder of Abundant Life Partners and is a licensed clinical social worker. In this episode, Meghan shares her background and her journey to becoming the founder of Abundant Life Partners. After attending Washington and Lee University for Psychology and Philosophy and starting a family, Meghan began working at a mental hospital, where her practice was formed during many overnights. Now, over six years in, Abundant Life Partners has six locations and is constantly growing.