WealthAbility® for CPAs

How can we CPAs find and attract the best clients for us? Is there a way we can only work with clients we genuinely enjoy? In this episode, Justin Breen joins Tom to discuss how the art of storytelling and embracing your unique superpower can bring clients who love who you are, and not just what you do. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's important to prepare ourselves for the future, so we can better help our clients traverse the ever-evolving tax code in 2023. In this episode, Garrett Watson joins Tom to explore the dialogue and expected changes we'll see in the coming year. Learn more about your ad choices. Visit megaphone.fm/adchoices

Starting your own business can be grueling. What can we learn from the success of other micro businesses? Is running a business all by yourself a viable road to success? In this episode, Elaine Pofeldt joins Tom to discuss how to build a high-revenue CPA business as a solo or small practitioner.  Learn more about your ad choices. Visit megaphone.fm/adchoices

When you create tax strategies for your clients, do you discuss the benefits of life insurance and the value it can bring to their investment plans? In this episode, Kim Butler joins Tom to discuss how we can incorporate and leverage life insurance policies into our wealth goals.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever received a complaint from a client? Were you able to turn a client’s negative experience into something positive for growth? In this episode, Janelle Barlow joins Tom to discuss how we build systems that can grow from complaints to ensure that clients receive the ultimate service experience. 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 meg...

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 sta...

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. Vis...

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

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/adchoi...

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 megaphon...