Tax Pro Nation

Executive sales trainer David Reeser visits the show to take the fear out of selling. He shares his thoughts on the mindset required to have helpful sales conversations without fear. We discuss his Victory Mindset concepts and get to role-play a sales conversation that follows a 4-Step process anyone can follow in their business.   While sales is applicable to any step on the The Pronto Path, the...

Experienced intrapreneur, executive, and tech disruptor Sean Ahlum speaks about succeeding within the framework of a larger organization. We cover a wide range of interesting and helpful topics like intrapreneurship, innovation accounting, lean startup methodology, managing up, white spaces, unique selling propositions (USP), mindset, sharing ideas, and finding the right team.   While we focus on...

In episode 11 of Tax Pro Nation, 37-year veteran tax pro and entrepreneur Glen Wielandt speaks about scaling franchises with the "Big 3" tax franchises and what it takes to succeed in the tax business. He has trained more than 100 area developers and 250 franchisees. He is the former Director of Franchise Business Development at Fiesta Auto Insurance and Tax® and has owned and operated 18 tax prep...

Tax pro and entrepreneur Casimiro Jesse Peña sits with Jeff and Andy for Tax Pro Nation's first guest on the show. Jesse goes deep into the insights that have helped him grow his tax career and how truly caring about the client is key.   So many tax pros find themselves facing challenges that prevent their growth either personally or professionally. In this episode, Jesse shares vulnerably and ope...

The ninth and final step on The Pronto Path is Fruition. In this episode, we walk through how to achieve a lasting legacy in your tax career you can be proud of and enjoy. This step is truly an achievement but only for those who prepare for it ahead of time.   In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and...

The eighth step on The Pronto Path is Transformation. In this episode, we walk through how to achieve profitability in your business even when you're not there. Not many achieve this level of mastery in their business.   In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're...

The seventh step on The Pronto Path is Multiplication. In this episode, we walk through how to train and mentor others in a way that benefits them and you. This step is how you scale your business exponentially.   In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wonder...

The sixth step on The Pronto Path is Stabilization. In this episode, we walk through developing at least one profitable service other than tax preparation that works well with tax preparation.  This step sees tax pros bringing more long-term financial stability to their business.   In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framewo...

The fifth step on The Pronto Path is Acceleration. In this episode, we walk through earning a profit that makes a meaningful positive impact for your personal freedom and lifestyle. This step sees people either succeeding or watching the wheels start to come off. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear a...

The fourth step on The Pronto Path is Elevation. In this episode, we walk through raising our prices and finding a highly profitable niche. We talk about leadership, confidence, and ownership of our business to success at this step. And how to avoid getting stuck for years as many do on this step. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career ro...

The third step on The Pronto Path is Traction. In this episode, we walk through completing your first 50 tax returns for real clients. This step is exciting and where you see your efforts to activate your business start to work in the market. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax...

The second step on The Pronto Path is Activation. In this episode, we walk you through building, testing, and validating your Unique Selling Proposition (USP). This is a critical step many skip past but it is foundational to your success. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax pro...

Every journey begins with the first step, and in episode 1 of Tax Pro Nation, we take the Initiation step in the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how to get from where you are right now to where you want to be as an independent tax professional, this show is for you!   Step 1 is all ab...

In this introductory episode of Tax Pro Nation, the 9 steps of "The Pronto Path" are discussed. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how to get from where you are right now to where you want to be as an independent tax professional, this path, this episode, and this show are for you! To learn more, and for the comple...