Learn how to grow from one office to many! Whether you choose to resell, franchise, or open more locations, this is an episode you don't want to miss! Nick Maldonado is the CEO of Toro Taxes, which is the largest Latino tax franchise in Americ

Reaching New Clients - Tania Santos EA

Sep 6th, 2019 39m 57s

Find out how to help an underserved market, find new clients for your tax business, and generate more revenue every year!Music: www.bensound.com

Make More Revenue Per Client - Brady Lievens

Sep 9th, 2018 51m 3s

In this episode, I chat with my friend Brady Lievens, the Sales Operations Director at Protection Plus. We discuss how audit assistance works, ancillary products in general, and how you can use it to create more revenue per client.

Increasing The Value Of Your Business - Cary Shields

Jul 20th, 2018 1h 6m

If someone offered to buy your business tomorrow, would you know a good offer from a bad one? In this episode, I chat with my friend Cary Shields, one of the founders and former president of Refund Advantage. We pick Cary's brain to learn exact

Adding Crypto To Your Practice - Mario Costanz

Jul 5th, 2018 57m 11s

In this episode I chat with my friend Mario Costanz about adding crypto tax prep to your practice. He also shares a special announcement with our listeners! We dive deep into where crypto is heading, and how you can make sure you are ahead of t

Cyber Security In Your Office - Shannon Bond

Jun 15th, 2018 43m 35s

In this episode I chat with my friend Shannon Bond, Senior Director of Government Relations at Wolters Kluwer. We discuss cyber security threats to your tax office, and steps you can take to protect yourself and your taxpayers information.If

Marketing Your Tax Office - Chad Iden

May 25th, 2018 53m 48s

In this episode I sit down with Chad Iden, of Capital Tax Management, and we break down exactly what strategies tax offices should be using to market their business and grow their client base. This is a practical guide to marketing, and chock f

Building A Brand - Javier Solis

May 16th, 2018 30m 51s

In episode 2, I am joined by Javier Solis. He is the founder and CEO of Los Taxes, the first Latino franchise of income tax preparation. We chat about his journey from a small tax office, to a nationwide brand, and go over specific steps you ca

State of the Industry - Jermaine Shearin

Apr 27th, 2018 45m 9s

In this episode I interview Jermaine Shearin, Vice President of Tax Refund Solutions at Republic Bank. We go in depth on his insight into the tax industry, where it's headed, and how preparers can stay competitive!Music: https://www.bensound.

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