WealthAbility® for CPAs

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. Learn more about the WealthAbility™ Network: https://wealthability.com/thenetwork/...