WealthAbility® for CPAs

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 http...

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...

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 bu...

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. Wa...

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...

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