All Episodes
Displaying 1 - 20 of 43 in total
Why I Won't Sign a Comfort Letter
A client asks you to fill out a one page government form. Name, address, how much rent they pay. It only takes two minutes, but I won't do it. Yehuda Tenenbaum and I ...
I Was Making More Than the People I Was Watching
A couple of guys I'd been watching shared their numbers. I was making more than both of them, and I'd started my firm before they did. Plus, I have some great processe...
Tax Firm Owners Share Their Story: Steven A. Jarvis, CPA
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...
We Tested AI in Our Tax Firms: Here's What Works & What Doesn't
Yehuda Tenenbaum, EA and I sat down with no script and one topic: AI and taxes. What came out is an honest look at what these tools do for a tax firm today, and what's...
Tax Firm Owners Share Their Story: Evan Schroedel, CPA
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...
Tax Firm Owners Share Their Story: Samuel Moshe Nachfolger
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...
Tax Firm Owners Share Their Story: Kyle Beltle, CPA, CTP
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...
Tax Firm Owners Share Their Story: Mike Mazzanna, CPA, MST
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...
Tax Firm Owners Share Their Story: Kelly Rohrs, CPA
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...
Confidence and Competence: Your Firm's Missing Piece?
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 ...
Tax Firm Owners Share Their Story: Henry Huie, CPA
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...
This Scheduling System Changed My Entire Tax Season
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 ...
Tax Firm Owners Share Their Story: Israel Steinberg, CPA
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...
The Client Acquisition Mindset Tax Firms Are Missing
The lifeblood of any business is getting more clients, which directly impacts revenue and ensures sustainability. This video explores key mindset shifts and practical ...
Tax Firm Owners Share Their Story: Ronnie Withaeger
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...
Tax Firm Owners Share Their Story: Jake Demi
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...
Tax Firm Owners Share Their Story: Jasmine Richards
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...
Tax Firm Owners Share Their Story: Sam Nguyen
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...
Tax Firm Owners Share Their Story: Natalie Kutat
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...
Tax Firm Owners Share Their Story: Daniel Cleaveland
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...
