Brad Wooten, CPA

Your Tax Firm, Your Way

Business EN ↓ 39 episodes

This podcast is for tax firm owners and aspiring tax firm owners. If you want to launch, grow, or improve your firm, subscribe. I got started in taxes in 2008 and launched my own firm in 2019. I'm sharing what I've learned over the years with the hope that it'll help encourage you and spark ideas to make your own firm better. Not that you will do exactly what I do, but that you will find the path to make your own firm a great place for you and your clients.

Author

Brad Wooten, CPA

Category

Business

Latest episode

Jun 30, 2026

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Episodes

Tax Firm Owners Share Their Story: Evan Schroedel, CPA 30.06.2026

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...

Tax Firm Owners Share Their Story: Samuel Moshe Nachfolger 15.06.2026

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...

Tax Firm Owners Share Their Story: Kyle Beltle, CPA, CTP 01.06.2026

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...

Tax Firm Owners Share Their Story: Mike Mazzanna, CPA, MST 25.05.2026

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...

Tax Firm Owners Share Their Story: Kelly Rohrs, CPA 18.05.2026

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...

Confidence and Competence: Your Firm's Missing Piece? 13.05.2026

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...

Tax Firm Owners Share Their Story: Henry Huie, CPA 11.05.2026

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...

This Scheduling System Changed My Entire Tax Season 07.05.2026

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...

Tax Firm Owners Share Their Story: Israel Steinberg, CPA 05.05.2026

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 Client Acquisition Mindset Tax Firms Are Missing 29.04.2026

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....

Tax Firm Owners Share Their Story: Ronnie Withaeger 27.04.2026

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...

Tax Firm Owners Share Their Story: Jake Demi 22.04.2026

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...

Tax Firm Owners Share Their Story: Jasmine Richards 13.04.2026

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...

Tax Firm Owners Share Their Story: Sam Nguyen 06.04.2026

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...

Tax Firm Owners Share Their Story: Natalie Kutat 30.03.2026

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...

Tax Firm Owners Share Their Story: Daniel Cleaveland 23.03.2026

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...

Tax Firm Owners Share Their Story: Vanette Cotto 16.03.2026

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...

Tax Firm Owners Share Their Story: Zan Rizvi 09.03.2026

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...

Tax Firm Owners Share Their Story: Andrew Hales 02.03.2026

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...

Tax Firm Owners Share Their Story: Katie Helle 23.02.2026

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...

Tax Firm Owners Share Their Story: Jonathan Sussman 16.02.2026

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...

Tax Firm Owners Share Their Story: Chad Huebsch 09.02.2026

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...

Tax Firm Owners Share Their Story: Brenda Cannon 02.02.2026

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...

Tax Firm Owners Share Their Story: Zee Barfoot 26.01.2026

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...

Tax Firm Owners Share Their Story: Austin Rice 19.01.2026

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...

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