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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/
 
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show series
 
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.…
 
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
 
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.…
 
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 …
 
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
 
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
 
“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.…
 
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.…
 
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…
 
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