Kevin A. Marshall – Navigating The Employee Retention Credit (ERC) Maze

In this episode, Jack talks with Kevin A. Marshall, Founder and CEO of Profitopia, a virtual CPA firm based in Tuscon, AZ about how his team is helping business owners navigate the complexities of the rarely talked about Employee Retention Credit program.

Just about everyone, especially business owners, have heard of the Paycheck Protection Program (PPP) that the government rolled out during COVID. What you may not have heard about is something called ERC or Employee Retention Credit. ERC was created to help employers who experienced economic hardship, including those with suspended operations or a significant decline in gross receipts due to a government order related to COVID-19.

As a practicing CPA for over 30 years, Kevin Marshall combines his financial acumen with an entrepreneurial spirit to provide innovative solutions for each client’s situation. Profitopia, his virtual CPA firm, serves clients across the country, specializing in turning around difficult and dire financial situations with unique financing, tax mitigation, and business planning solutions.

As an entrepreneur, Kevin has started and sold several businesses, including a Bed & Breakfast in Connecticut that became one of the top-grossing small B&Bs in New England, which he profitably sold before relocating to Tucson, AZ.

Kevin’s awards include Money Magazine’s “People to Watch” and Hartford Business Journal’s “40 Under 40.” Kevin actively volunteers with Make Way for Books and the Tucson Rotary and has lent his expertise as Treasurer to numerous non-profit organizations.

To learn more about Kevin Marshall and how his team at Profitopia can help you discover which financial relief programs you may be eligible for, visit