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A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients, a better practice, and the life you deserve. Learn more about the WealthAbility® Network: https://wealthability.com/thenetwork/
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 give us insight on how women are putting their own spin on traditional business practices.…
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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!…
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.저자 Tom Wheelwright, CPA
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?저자 Tom Wheelwright, CPA
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…
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…
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.…
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.저자 Tom Wheelwright, CPA
During this time, tax professionals are more necessary than ever. Our clients are going through a lot and chances are high that 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 …
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3 Things You Can Do To Increase Your Cashflow As A CPA
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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.저자 Tom Wheelwright, CPA
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Expand or Contract? Firm Transformation During A Pandemic
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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.…
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 do…
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. SHOW NOTES: 07:27 - How Do You Stay Mentally Strong In A Crisis? 12:52 - How Do CPAs Lead Their Clients During This Crisis? 16:24 - How Do CPAs Establish A…
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 …
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
“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.…
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.저자 Tom Wheelwright, CPA
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.…
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.저자 Tom Wheelwright, CPA
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.저자 Tom Wheelwright, CPA
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 WealthAbili…
