WealthAbility® for CPAs: Recent Episodes
Tom Wheelwright, CPA
A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients, a better practice, and the life you deserve. Learn more about the WealthAbility® Network: https://wealthability.com/thenetwork/
Should you be utilizing cost-segregation studies? Do your clients qualify for research and development credits? Even if our clients don’t benefit from these tools right now, understanding how they could in the future might help them generate significantly more wealth. In this episode, Kim Lochridge joins Tom to help us discover how accelerating depreciation and capturing credits can maximize cashflow, dramatically increase deductions, and protect you against IRS audits. Learn more about your ad choices. Visit megaphone.fm/adchoices
Every business benefits from a rigid and comprehensive set of internal systems. Even if you don’t know it already, your business is probably operating with systems whether you know it consciously or not. Learn more about your ad choices. Visit megaphone.fm/adchoices
Have you thought about starting a podcast? Maybe a simple newsletter? Your personal brand exists whether you want it to or not, and people will have their opinions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Entrepreneurs put so much of themselves into their businesses, it’s natural that the business is going to become part of them. Understanding yourself can lead to an authenticity in your business that attracts success. Learn more about your ad choices. Visit megaphone.fm/adchoices
WealthAbility for CPAs #100 – AI is here, and it’s already having a significant impact on life as we know it. Instead of fearing our dwindling relevance, perhaps we can leverage the power of AI in our business. Learn more about your ad choices. Visit megaphone.fm/adchoices
Landing clients is more cut-throat than ever. People are often talking about getting “more” prospects, but have you explored converting “better” prospects? A deeper understanding of human nature might be the key to your success. In this episode, David Kurkjian joins Tom to discuss how we can efficiently connect with our prospects to make sure we’re the solution they need. Learn more about your ad choices. Visit megaphone.fm/adchoices
Would your clients describe your firm as “modern”? Are you utilizing all the tools that your competitors have started to leverage for themselves? In this episode, Rob Brown joins Tom to discuss what updates an accounting firm needs to survive in the modern day. Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover how developing your comfort zone – not getting out of your comfort zone -- propels growth in your business. In this episode, Stacey Hall joins Tom to discuss how CPAs can unlock sales success by developing their comfort zone to better engage with prospects and clients.
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Accountancy is about to make a leap into the future. Many things will be automated, but are there some things that won’t be? Can a computer provide tax strategy when so much of it is contingent on the emotional desires of a client? In this episode, Martin Bissett joins Tom to discuss how you position yourself and your firm for the future of accountancy. Learn more about your ad choices. Visit megaphone.fm/adchoices
We have emerged from the pandemic into a permanently altered landscape that dictates how we run a successful CPA firm. There has been a shift at the fundamental level from recruitment to prospecting. What new variables are on the table and how can we evolve within the volatility? In this episode, Jodie Padar and Tyler Clark join Tom to discuss what’s changed and how CPAs stand to gain from the status quo. Survey - www.wealthability.com/cpa-poll CPA Event – www.wealthability.com/cpaevent2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
As CPAs, it’s our role to advocate for our clients. A proper defense starts with a proper understanding of what the rules are. With Biden giving the IRS an additional $80billion dollars, the odds of your clients getting audited is higher than ever. In this episode, Joe Thorndike joins Tom to discuss what we can expect the IRS to do with their increased budget. Learn more about your ad choices. Visit megaphone.fm/adchoices
Are we headed for a recession? Is inflation going to overwhelm the markets? What is the cost reversing inflation? In this episode, Richard Duncan joins Tom to discuss if the U.S. should brace for a soft or hard landing amidst our current economy. Learn more about your ad choices. Visit megaphone.fm/adchoices
Inflation is an insidious, pervasive, and regressive tax that never gets voted on. On top of everything, the ambiguity of the language dictating the IRS adds an additional layer of confusion. In this episode, Garrett Watson joins Tom to discuss how to shield your clients from the impacts of inflation. Learn more about your ad choices. Visit megaphone.fm/adchoices
Have you succeeded in recruiting your all-star team? By and large, business owners said hiring good CPAs is their biggest challenge. In this episode, Christina Morse joins Tom to help us discover how to attract, recruit, and retain the best talent for your tax business. Learn more about your ad choices. Visit megaphone.fm/adchoices
Have you succeeded in recruiting your all-star team? By and large, business owners said hiring good CPAs is their biggest challenge. In this episode, Christina Morse joins Tom to help us discover how to attract, recruit, and retain the best talent for your tax business. Learn more about your ad choices. Visit megaphone.fm/adchoices
Who is your dream client? Would you even recognize them if they walked through the door? Finding and retaining your ideal clients can make your business more enjoyable and far more profitable. In this episode, Tyler Clark joins Tom to discuss what you can do to attract people you love working with. Learn more about your ad choices. Visit megaphone.fm/adchoices
Have you thought about creating an exit strategy? Did you know a good exit plan can substantially increase the value of your business? Buyers, employees, and even clients have lots to gain from it. In this episode, Chris Vanderzyden joins Tom to discuss the components of a proper exit strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices
Has your marketing been generating clients? Do you have a strategy to convert people’s curiosity into lasting relationships? Creating and marketing your brand is an essential pillar in growing your business. In this episode, Brendan Kane joins Tom to help us discover how to systematically find and engage new clients. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sometimes what you think about yourself can cloud your understanding of how others feel about you. Knowing yourself as an advisor can lead to a better relationship with your clients. In this episode, Dr. Alan Patterson joins Tom to discuss how to engineer a blueprint for lifelong success. Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover how success begins with a design, and improves employee retention, hiring, productivity, and client output. In this episode, world-renowned designer Bill Burnett joins Tom to discuss how design is the foundation for workplace success. Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover how surging inflation impacts taxes, and tax strategies. CPAs will hear what steps they can take today to help their clients combat inflation. In this episode, Garrett Watson joins Tom to discuss the impacts of policies and rising interest rates, and how they play a role in the future of your investments and even your well-being. Learn more about your ad choices. Visit megaphone.fm/adchoices
Good leadership is imperative to sustainable business growth and can often inspire people to be their best. In this episode, retired Army Colonel Chris Kolenda joins Tom to discuss what type of leader builds a successful CPA practice and how CPAs can develop winning leadership skills. Learn more about your ad choices. Visit megaphone.fm/adchoices
Business drives innovation, but what is driving that force within the business? All things being equal, a business with culture will prevail. In this episode, Traci Fenton joins tome to discuss how to create a freedom-centered tax business that serves your clients and drives profit. Learn more about your ad choices. Visit megaphone.fm/adchoices
Feeling “stuck” happens to every CPA who owns or works in a tax business. Now is a good time to take ownership of that feeling and find a solution. In this episode, Britt Frank joins Tom to help us discover how to “un-stick” your career and create opportunities that provide growth and freedom. Learn more about your ad choices. Visit megaphone.fm/adchoices
The hardest part of entrepreneurship is dealing with people. Bridging the gap between the ‘logical’ and the ‘sensitive’ is imperative in the current climate. Today, Devora Zack joins Tom to help us discover how to identify the personality types of employees and clients, and build productive relationships. Learn more about your ad choices. Visit megaphone.fm/adchoices
The most successful CPAs are aligned with their clients. They understand that successful sales are about helping the client, not themselves. In this episode, David Hoffeld joins Tom to discuss what your clients – and the clients who passed over you – really think about you. Learn more about your ad choices. Visit megaphone.fm/adchoices
CPAs are great at thinking about numbers, but as a business owner you need to think about more than numbers: Serving clients you love to work with and building a business with a purpose. In this episode, Geraldine Carter joins Tom to discuss how to achieve all this, from a business coach who specializes in working with solo CPAs and small CPA firms. Learn more about your ad choices. Visit megaphone.fm/adchoices
Is your brand memorable? Does your story connect? In this episode, Simon Mainwaring joins Tom to discuss how branding is essential in “future proofing” your business. Learn more about your ad choices. Visit megaphone.fm/adchoices
The 3rd pandemic tax season begins. Uncertainty, delays and frustration for CPAs and their clients are highly likely. In this episode, Henry Grzes joins Tom to discuss how we can prepare for another tumultuous tax season. Learn more about your ad choices. Visit megaphone.fm/adchoices
Motivation is facing unprecedented resistance. Between the pandemic and the overall mood of the nation, people are uncertain, anxious, and exhausted. In this episode, Dr. Ayelet Fishbach joins Tom to discuss new ways to set goals and motivate yourself to achieve your goals. Learn more about your ad choices. Visit megaphone.fm/adchoices
Traditionally, CPAs excel with numbers, not words. In today’s polarized society conversations can quickly become challenging and impede productivity. In this episode, Jackie Stavros & Cheri Torres join Tom to help us discover how to create productive conversations with our clients and employees. Learn more about your ad choices. Visit megaphone.fm/adchoices
How do you begin the process of searching for clients? Are you putting resources into attracting the right people? In this episode, Pamela Slim joins Tom to help you discover how to build your business by attracting clients outside your usual field of view. Learn more about your ad choices. Visit megaphone.fm/adchoices
Failure is part of any business. In this episode, Chris Clearfield joins Tom to help us discover how to decrease business failures and develop solutions that will increase success. Learn more about your ad choices. Visit megaphone.fm/adchoices
One of the hardest part of owning a business is dealing with people. Not just clients, but employees and other people around us, too. In this episode, Vanessa Bohns joins Tom to help us discover how to assess and tap into our power of persuasion to build lasting, fruitful relationships. Learn more about your ad choices. Visit megaphone.fm/adchoices
Taxes have become the battleground for a divided nation. As a CPA, it’s tempting to say, “When can we get back to normal?” In this episode, Francesca Gino joins Tom to help us discover why taxes aren’t going “back to normal,” and how you can develop a mindset that focuses on the opportunities created by today’s tumultuous times. Learn more about your ad choices. Visit megaphone.fm/adchoices
Business owners continue to grapple with staffing issues. In this episode, Bob Kohlhepp joins Tom to discuss what is driving the disruption in the U.S. workforce, and how you can hire and retain the best employees. Learn more about your ad choices. Visit megaphone.fm/adchoices
These are turbulent times for taxes. Can you branding make the difference? In this episode, Deb Gabor joins Tom to help us discover how strengthening your brand will help serve your clients, and steady your business. Learn more about your ad choices. Visit megaphone.fm/adchoices
The US is on the cusp of a massive entitlements expansion. Danny Heil joins Tom to help us discover why the government is focused on offering the middle- and upper-middle class entitlements, and how these entitlements will impact tax planning. Learn more about your ad choices. Visit megaphone.fm/adchoices
A global economy requires international tax planning. Today you will discover how international tax planning is quickly changing and what you need to do to serve your clients.
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Most CPA’s are average; which may be just fine, but it’s not ok for WealthAbility members. Joining Tom today is Zack Friedman, to discuss what drives success, and what steps you can take to move from average to excellent. Learn more about your ad choices. Visit megaphone.fm/adchoices
Is a remote practice viable? In this moment of social disarray, it may seem daunting to move your interactions with employees and clients to a completely digital format. In this episode, Tom explores the necessary changes you should expect to make as your business demands shift to online platforms. Learn more about your ad choices. Visit megaphone.fm/adchoices
A business owner’s largest asset is oftentimes their business. This means succession planning is critical. In this episode of the WealthAbility for CPAs Show, Donald White joins Tom to help discover how to plan the succession of your business to benefit you and your clients. Learn more about your ad choices. Visit megaphone.fm/adchoices
Federal tax law changes impacting wealthy individuals and families may become a reality. Preparation is fundamental in handling these changes. Joining Tom Wheelwright is Jim Cunningham, to help us discover how tax planning with trusts could offer protection against the Biden tax proposals. Learn more about your ad choices. Visit megaphone.fm/adchoices
The IRS is expected to increase scrutiny on certain business entities. How will this affect our asset protection strategies? Tom is joined by Garrett Sutton to help us discover how to help your clients pick the best business entity. Learn more about your ad choices. Visit megaphone.fm/adchoices
The pandemic forced a dramatic remote-work experiment. On today’s CPA Show with Wayne Turmel, you will discover how to lead your team and business as the pandemic winds down. Learn more about your ad choices. Visit megaphone.fm/adchoices
The green energy movement continues to gain momentum. Are you prepared to help your clients take full advantage of their opportunities? Today, Erik Wishneff helps us discover how to harness renewable energy tax credits to benefit your clients and grow your business. Learn more about your ad choices. Visit megaphone.fm/adchoices
The R&D tax credit has been one of the most valuable credits leveraged by businesses. Today you will discover how you can help clients benefit from the R&D credits as the federal tax code is quickly changing. Learn more about your ad choices. Visit megaphone.fm/adchoices
What is the CPA’s role in asset protection? How do quickly changing policies affect our clients? In this episode, joining Tom is author and leading expert Doug Lodmell, to help manage our economic risk and clarify our decisions when it comes to advanced asset protection.
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Cryptocurrencies look like they are here to stay. As financial advisors, it is becoming increasingly important that we educate ourselves on the functionality of cryptocurrencies like Bitcoin as our clients embrace them more and more. In this episode, Tom breaks down how the IRS views Bitcoin, the differences between cryptocurrencies, and the role we can play for our clients as these modern currencies become commonplace. Learn more about your ad choices. Visit megaphone.fm/adchoices
The pandemic is coming to an end, and new opportunities are on the horizon. True success boils down to thought control. Today, Dr. Jason Selk teaches Tom how you can prepare your mind to seize new opportunities and grow your business. Learn more about your ad choices. Visit megaphone.fm/adchoices
Are you a victim of burnout? Are your best employees at risk of being overworked? Expert and author, Paula Davis, joins us to give critical knowledge on how to avoid burnout in the work place, and simple steps to pull yourself out if you’re already there. Learn more about your ad choices. Visit megaphone.fm/adchoices
How do leaders adapt through change? Learning to familiarize yourself with uncomfortable situations can provide clarity and movement in the right direction. Joining us is Leadership Consultant and best-selling author Dave Jennings. Together we dive into what it really feels like in the Pit of Success. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today, more than ever, women are entering the world of finance and business. What are some of the differences between men and women in business? How are women changing the landscape as successful entrepreneurs? Joining us today is Marti Barletta to help us explore how women are putting their own spin on traditional business practices. Learn more about your ad choices. Visit megaphone.fm/adchoices
How is Biden’s tax plan going to affect your business? If you find yourself worrying, relax! Joining us this week is Joe Thorndike, tax historian, to help us make sense of what’s possible and what’s likely. Learn more about your ad choices. Visit megaphone.fm/adchoices
When everyone takes a different path towards truth, what is our responsibility as employers? How do we balance comfort and safety? Acclimating to a spectrum of beliefs is no easy task. This week, Bob Robenalt joins Tom Wheelwright in discussing vaccinations in the work place. Learn more about your ad choices. Visit megaphone.fm/adchoices
The pandemic has created misery across the globe. Today, with Tom Wheelwright and Special Guest, Brian Bogert, you will discover how to harness discomfort – even the discomfort from COVID – to propel yourself and your business to maximum success. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Special Guest this week is Joe Thorndike, helping to shed light on Modern Monetary Theory (MMT) and how it applies to CPAs. According to MMT, what is the point of taxes and do deficits matter? Who is leveraging these philosophies and what might happen if they do? Listen as we discuss these topics and more! Learn more about your ad choices. Visit megaphone.fm/adchoices
Joining us for this episode is Michael Fillios as we define "tech debt" and how it relates to its historically accepted definition as "technical debt". Tune in as they discuss how the terminology has evolved over the past 3 decades, potentially increasing its value to your business. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Tom Wheelwright and special guest Rick Maryanski discuss the value of coaching and mentorship for the CPA. It’s important to maintain a steady, growing education even after formal schooling ends. Do you have teachers in your life you can count on? Learn more about your ad choices. Visit megaphone.fm/adchoices
Understanding the ever-changing landscape of technology and our roles within it can daunting. In this episode of the CPA Show, Tom Wheelwright shares insight on ways to take advantage of the future. From downsizing office space to blockchain utilization, preparation is imperative to the survival of your business. Is your practice ready for tomorrow?
Sign Up For The CPA Revolution Master Class https://wealthability.com/cpa-revolution-masterclass-with-tom-wheelwright-market/?inf_field_ReferralCode=wacpas Learn more about your ad choices. Visit megaphone.fm/adchoices
Has your practice had a smooth transition into the new world? In this episode of the CPA podcast, Tom Wheelwright explains the importance of keeping communication lines open, secure and operational with your employees and clients. He also discusses why establishing guidelines and letting employees decide their personal work environment is important to keeping everyone safe, mentally and physically. Learn more about your ad choices. Visit megaphone.fm/adchoices
What do we owe our clients? Tom discusses the role of a CPA and how communication can lead to opportunity. Managing your clients fears, setting expectations and being transparent all become easier when proper communication is practiced. In this episode, Tom demonstrates that even price estimates can be turned into good news. Learn more about your ad choices. Visit megaphone.fm/adchoices
Many tax firms are now operating remotely and some for the first time. In this episode Tom Wheelwright, shares his experience, tips and suggestions to running your firm remotely. Listen and get insights on interacting with clients, going paperless, how to work with staff and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
During this time, tax professionals are more necessary than ever. Our clients are going through a lot of things during this time and the chances are they are going to have questions about their finances. In this episode Tom talks about the importance of calling clients, why his CPA firm decided to start proactively calling clients during the pandemic as well as how it can positively impact your business & brand. Learn more about your ad choices. Visit megaphone.fm/adchoices
While businesses reopen and new direction from Washington comes out, tax professionals have never been more important. Tom discusses how CPA’s can still increase their cashflow while making sure to provide the most value to your clients. Learn more about your ad choices. Visit megaphone.fm/adchoices
As the pandemic continues, we have all made changes, are all making changes, and or probably considering even more changes. In this episode Tom discusses the how the pandemic has impacted his own businesses in addition to positive ways to look at this time as an opportunity to innovate and transform your practice. Learn more about your ad choices. Visit megaphone.fm/adchoices
As the world continues to work through this pandemic, CPAs are at the front line of the financial end of the recovery. When new laws and regulations are coming out so fast, interpretation and opportunities to help our clients should be the main focus for tax professionals. In this episode, Tom discusses laws vs. regulation, what clients could be doing and opportunities to make lifelong clients.
Watch the latest Cares Act Update From April 24, 2020 https://youtu.be/52vtf0zkY0E
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The coronavirus crisis has forced CPAs to reevaluate business practices and norms. Tom Rath joins Tom to discuss how you can lead your clients, employees and family during these uncertain times.
Watch Tom's Town Hall on the Cares Act https://youtu.be/5Gb7hdW785s Learn more about your ad choices. Visit megaphone.fm/adchoices
The corona virus is impacting every aspect of our lives and as CPAs we should be doing whatever we can to help our clients in this uncertain time. In this episode Tom discusses the new Cares Act and what you can do as a CPA to benefit yourself as well as your clients. From the PPP loans, EIDL and other opportunities for business owners, Tom shares many of the secrets that tax professionals need to know about this very recent bill.
Watch Tom's Town Hall on the Cares Act https://youtu.be/5Gb7hdW785s Learn more about your ad choices. Visit megaphone.fm/adchoices
CPAs are dealing with the coronavirus crisis during their busiest time of year. Clients want guidance & service; employees feel anxious. Discover how you can lead your employees, clients and family during these unprecedented times. Crisis-resolution expert Jen Goldman-Wetzler joins Tom. Learn more about your ad choices. Visit megaphone.fm/adchoices
Put down the spreadsheets. Stop using jargon. Assisting your clients to reach their financial dreams means focusing on their emotions. Charlie Gilkey joins Tom to discuss how you can harness your client’s emotions and motivate them to achieve their financial dreams. Learn more about your ad choices. Visit megaphone.fm/adchoices
The biggest cost to any-sized CPA firm is employee turnover. It hurts the bottom line and morale. Bruce Daisley joins Tom to discuss how he created a work culture at Twitter that produced results and happiness, and can be translated to your CPA business. Learn more about your ad choices. Visit megaphone.fm/adchoices
As your success grows, so does your ego. Discover how to manage your ego to protect your capabilities as a leader. Retired Navy S.E.A.L.S captain John Havlik joins Tom with practical information about leadership. Learn more about your ad choices. Visit megaphone.fm/adchoices
Gift giving is almost always done wrong. Discover how to make gift giving a meaningful part of your client service strategy. John Ruhlin joins Tom to discuss strategies that produce referrals and revenue and set you apart. Learn more about your ad choices. Visit megaphone.fm/adchoices
Taxes scare people. But successful CPAs transform tax services into something their clients embrace and even find fun. David Meerman Scott joins Tom to discuss how CPAs can turn clients into fans. Learn more about your ad choices. Visit megaphone.fm/adchoices
Artificial intelligence and block chain could eliminate the job of a CPA. Strategic customer service is emerging as a difference-maker in the tax business. Discover how targeted customer service can make you an indispensable CPA. Learn more about your ad choices. Visit megaphone.fm/adchoices
Getting a plan done is the difference between success and failure. Charlie Gilkey joins Tom to discuss how you and your clients can execute your most important plans. Learn more about your ad choices. Visit megaphone.fm/adchoices
The words you choose help you determine the best clients for your business and the best way to serve them. Shelle Rose Charvet joins Tom to discuss proven communications strategies that begin before you open your mouth. Learn more about your ad choices. Visit megaphone.fm/adchoices
A.I. presents threats and opportunities to the tax profession. CPAs who harness the power of A.I. can accelerate growth and better serve their clients. Bill Ammerman joins Tom to discuss how the tax industry is capitalizing on A.I. Learn more about your ad choices. Visit megaphone.fm/adchoices
Hearing your client’s needs is different than listening to you client’s needs. Suman Sarkar joins Tom to discuss how listening to your clients yields long-term relationships and eliminates the competition. Learn more about your ad choices. Visit megaphone.fm/adchoices
Every CPA should have a home office. Tom discusses how home offices are used to drive success whether you’re a sole practitioner or the owner of a big firm with a big commercial office. Discover the benefits of a home office no matter what stage of career you’re currently in. Learn more about your ad choices. Visit megaphone.fm/adchoices
CPAs must be creative or they risk being replaced by a machine. Chase Jarvis joins Tom to discuss how you can discover and leverage your creativity as a CPA and business owner. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dealing with people is the hardest part of business. Millennials, Gen Z, Gen X: They all view work differently. Discover how you successfully hire, retain and maximize employees across all generations. Learn more about your ad choices. Visit megaphone.fm/adchoices
New technology threatens the status quo of tax preparation. Learning how to pivot your business or career is vital for survival. Jenny Blake joins Tom to discuss her work in helping businesses master the art of pivoting. Learn more about your ad choices. Visit megaphone.fm/adchoices
Branding is the cornerstone of communicating to the clients you desire. Laura Ries joins Tom to discuss her pioneering work helping businesses build brands. Find out how CPA businesses of any size can create the right brand that helps capture market share. Learn more about your ad choices. Visit megaphone.fm/adchoices
Hiring the right employees starts with knowing who you are. Only then will you be able to build a team that is aligned with your values. Tom offers hard-earned advice on how he vets, hires and succeeds with employees. Learn more about your ad choices. Visit megaphone.fm/adchoices
Boutique CPA firms have unique opportunities to attract better clients and bigger margins. Success starts with determining the identity of your business. In this episode, Tom offers a step-by-step plan you can use to focus your business and make it stand out from the crowd. Learn more about your ad choices. Visit megaphone.fm/adchoices
Focusing on what’s important starts with knowing what you want. Tom offers a step-by-step plan to help you determine what you really want, how to assess your starting point, and how to build a plan to achieve success. Learn more about your ad choices. Visit megaphone.fm/adchoices
“If you want the job done right, you’ve got to do it yourself. “ While it’s a catchy phrase, it is not useful to growing a business and improving your life. The skill of delegation allows you to serve more clients and focus on the work you enjoy. In this episode, Tom offers a road map to delegating your way to success. Learn more about your ad choices. Visit megaphone.fm/adchoices
Overcoming the fear of success is vital for any CPA who wants to grow their business. In this episode, Tom explains how CPAs oftentimes fall into a defensive mindset that thwarts growth. Find out how to build a business that focuses on winning. Learn more about your ad choices. Visit megaphone.fm/adchoices
CPAs are conditioned to always be right, but mistakes are part of every business. CPAs who learn how to effectively deal with mistakes are able to grow their businesses and relieve pressure to perform. In this episode, Tom offers personal tales of overcoming mistakes and how he built a skill-set to best deal with mistakes. Learn more about your ad choices. Visit megaphone.fm/adchoices
What clients want from their CPA has nothing to do with taxes and numbers. Tom reveals what kind of relationship clients crave, and how you can nurture this relationship. This is a must-listen episode for any CPA responsible for managing staff and clients. Learn more about your ad choices. Visit megaphone.fm/adchoices
The new tax code has a lot of clients questioning the job you’re doing to protect their interests. In this episode, Tom reveals the feedback he has received from across the nation during the 2019 busy season. The reviews aren’t pretty. Tom also offers solutions to how to better serve your clients. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tom’s debut episode explains how to determine which clients are best for your business and how you can maximize growth serving your best clients. Starting today, 20% of your clients should be transferred away, for their good as well as yours. Once you and your clients are aligned, learn how massive growth can begin.
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