Welcome to Vesta Insights, a podcast series devoted to conversations with Vesta associates and clients to help all business owners make better decisions.
Sean brings extensive experience in tax planning and client relations to his role at Vesta. As a seasoned professional from both Big 4 and local accounting firms, Sean excels in providing proactive tax strategies and personalized service to clients. He focuses on understanding client goals and leveraging tax laws to maximize savings and foster financial success. Professional Background: Sean grew up in West Allis and attended both Marquette University and UW–Milwaukee. He spent several years ...
17 Jun 2025
Vesta Insights May,2025 Greg Feucht, Shareholder
Greg Feucht, Shareholder at Vesta, shares his expertise in tax, business consulting, and valuation, offering strategic guidance to businesses navigating growth in this interview.
19 May 2025
Vesta Insights May, 2025 Joshua TeBeest Shareholder, Tax Service Line Leader
Josh plays a crucial role at Vesta as a dedicated professional with a strong foundation in accounting and a deep commitment to client service. His career trajectory, from a Big 4 firm to a mid-sized regional firm like Vesta, reflects his ability to handle complex financial matters with confidence and care. Josh finds fulfillment in fostering deep, familial bonds with his clients, who often feel like extended family. He champions a team-oriented approach, recognizing that collaboration across ...
17 Apr 2025
QuickBooks Online (Ivana Lee)
In This episode we talk with Ivana Lee about the value of Quickbooks in a business and how the Vesta team can improve your accounting process by trusting a professional.
20 Mar 2025
Vesta Insights Gabe Olsen
Toady we are talking with Gabe Olsen, senior consultant at Vesta. Gabe brings a wealth of experience to Vesta and plays a pivotal role in helping our clients reach their goals. In this episode Gabe shares his knowledge in his signature style which we know you will enjoy.
5 Mar 2025
Vesta Insights March 2025
This show is all about assurance. We discuss what assurance and audit services are and how they can impact your business in a positive way.
24 Jun 2024
InVesta Ep. 10 Sean Baily
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/ (https://vesta.cpa/)
20 May 2024
InVesta Episode 9, Brad Saunders Part 2
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/ (https://vesta.cpa/)
25 Apr 2024
InVesta Episode 8, Brad Saunders
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/ (https://vesta.cpa/)
18 Mar 2024
In Vesta Episode 7: New Markets
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/ (https://vesta.cpa/)
27 Feb 2024
Untitled 6, Josh TeBeest
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/ (https://vesta.cpa/)
27 Feb 2024
InVesta Episode 6: Navigating Tax Law Complexity
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/ (https://vesta.cpa/)
22 Jan 2024
Episode 5, Kimberly Thome, Shareholder, Director of Accounting
On this episode Brad talks with Kimberly Thome, Director of Accounting about all the amazing accounting services that Vesta provides for their clients.
17 Dec 2023
Episode 4 Kristin Olson- Vesta, Human Resource Manager
in this episode Brad talks with Kristen Olson, Vesta's HR manager about the current human resource environment for business owners.
27 Nov 2023
Episode 3 The Bankers Perspective
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.
18 Oct 2023
Episode 2 Sean Bailey
In this episode we talked with Sean Bailey about Managing your taxes and the ways that Vest can help navigate the landscape of the ever-changing tax environment.
For more info please visit:https://vesta.cpa/ (https://vesta.cpa/)
21 Sept 2023
What's in a name?
Brad Saunders talks with Managing shareholder and fearless leader Nathan Volkomener about why Huberty changed its name to Vesta and the vision for the company moving forward.
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Podcast Authority Score: 21 / 100
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