Your Tax Firm, Your Way

A client asks you to fill out a one page government form. Name, address, how much rent they pay. It only takes two minutes, but I won't do it. Yehuda Tenenbaum  and I got into this while recording an episode about tax tech, and it went far enough off track that it became its own video. He's an EA. I'm a CPA. Our rules aren't the same. What we get into: Why signing off on a client's numbers is an a...

A couple of guys I'd been watching shared their numbers. I was making more than both of them, and I'd started my firm before they did. Plus, I have some great processes that are unique. That's when I decided I could start talking about how I run my firm. That's the whole reason this channel exists, and it's the thing I want you to take from this episode: the people you're watching are not as far a...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Connect with Steven: https://www.linke...

Yehuda Tenenbaum, EA and I sat down with no script and one topic: AI and taxes. What came out is an honest look at what these tools do for a tax firm today, and what's still just hype. We break down where AI is genuinely delivering value in tax and accounting, where it's falling short, and what firm owners actually need to know before investing time or money into these tools. In this episode, we c...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Connect with Evan: https://www.linkedi...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Connect with Sam: https://www.linkedin...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Connect with Kyle: https://www.linkedi...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Connect with Mike: https://www.linkedi...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Connect with Kelly: https://www.linked...

In this podcast, I share my personal belief on the five essential elements for running a successful tax firm, focusing keenly on confidence and competency. We discuss how to be confident in your abilities as a tax firm owner. While running an accounting firm isn't overly complicated, it does require dedication. Signup for my newsletter: https://www.wootencpa.com/newsletters Mentorship and Coaching...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Connect with Henry: https://www.linked...

In this podcast, I discuss my initial experience with scheduling out my tax season, a process that proved highly effective and which I plan to continue. This approach to tax preparation and tax planning, while perhaps different from common methods, significantly improved my workflow. For any CPA looking for effective time management strategies, this offers a new perspective on how to do taxes effi...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Connect with Israel: https://www.linke...

The lifeblood of any business is getting more clients, which directly impacts revenue and ensures sustainability. This video explores key mindset shifts and practical steps essential for customer acquisition, challenging the common belief that sales skills are the only (or best) path. Our discussion focuses on developing a robust business growth strategy to help you grow your business effectively....

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing an accounting practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing an accounting practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...