Though the Employee Retention Credit (ERC) was designed to help businesses like yours during the COVID era, it’s turned out to be a big problem for the IRS. And they’re cracking down on wrongful claims. So, what happens if you submit a bad clai

Building a Better Accounting Business with Ryan Lazanis

Apr 10th, 2024 40m 48s

Sleepless nights… Marketing blunders… Terror clients… Business demands… Running your accounting business doesn’t have to look like this. There is a better way to build your firm, and Ryan Lazanis, owner and CEO of Future Firm, can sh

Demystifying BOI Reporting: Navigate the CTA with Confidence with Mike Gordon

Feb 14th, 2024 59m

With so much confusion surrounding the Corporate Transparency Act (CTA) and Beneficial Ownership Information (BOI) reporting, many business owners are struggling to navigate the process and avoid potential penalties. And if you as an account

The Future of AI in Accounting with Dave Hartley

Nov 16th, 2023 36m 25s

As a small business owner, you're constantly thinking about the future. You see the challenges and opportunities ahead, and you know you need to be prepared to face them in order to scale and grow your business. But let's be real: Without the

Business Growth for Tax Professionals with Anthony Mauriello

Oct 13th, 2023 27m 1s

Every small business owner will experience business growth—at least they should. With growth comes new opportunities, and new challenges to overcome, with very real growing pains. Hiring qualified staff members Client loyalty Maintain

Hiring Guidance for Your Accounting Business

Sep 15th, 2023 49m 6s

Don’t get stuck in the sole proprietor trap as the owner of your tax/accounting business. Instead focus on hiring the right people who you could see filling your place and making your business grow. But hiring can feel like a hit or miss pro

Employee Care - The Secret to a Thriving Workplace

Aug 16th, 2023 32m 13s

Want to know the secret sauce to a thriving workplace and loyal employees? It isn’t necessarily compensation or benefits. It’s something known as employee care which Eugenia Brock (TPM COO) and Katherine Hershberger (TPM Chief of Staff) emphasi

CFO Services Are the Future of Accounting with Adam Lean

Jun 22nd, 2023 32m 18s

In 10 years, most accounting work will be done by AI. So, as an accountant you have to ask yourself, What do my clients need most from me that can’t be done by AI? Adam Lean’s answer: Be a trusted business advisor, a CFO. Adam (of The CFO Proje

Selling Can Be Fun for Accountants with Michelle Weinstein

May 11th, 2023 37m 16s

Ever put selling and fun in the same sentence? If you’re like a lot of tax professionals and accountants, you shudder every time you have to think about sales. Sales feels like a slimy part of business… and it’s difficult to express your val

Seize These Accounting Opportunities with Roger Knecht

May 2nd, 2023 29m 1s

Accounting opportunities are exploding right now. Many long-time accountants are on the verge of retirement. Others are jumping ship to new careers. AI is revolutionizing the role of the accountant. It all adds up to wide open doors and a pl

How to Grow Your Business (Sustainably) with Andy Frye

Mar 17th, 2023 52m 43s

When figuring out how to grow your business, where can you find training tuned into your specific needs as a tax professional? How much do you prioritize continually investing in your education in the accounting world? How do you build a networ

Moving Beyond Hourly Rates with Loren Fogelman

Feb 2nd, 2023 31m 57s

If you could make one change in your practice with the goal of refreshing your workload, increasing profit, and reducing stress, what would it be? If you said change your pricing structure — well, we agree. What often keeps us from updati

Using LinkedIn Correctly with Anthony Simonie and Donald Stojack

Jan 30th, 2023 1h 9m

As we turn ourselves towards 2023, lead quality is king. There are things you can do to *attract* the right kinds of prospective clients to your practice that absolutely are worth your time investment. Often, that involves using social medi

Secrets to PPC Advertising with Christian Jones & Ben Greutman

Jan 23rd, 2023 58m 31s

Want non-local clients? If so, then this episode on PPC advertising is for you. Of course, there are MANY reasons to invest in advertising-fueled growth. And it doesn’t just mean Facebook ads because here’s the thing about those (or any kin

Accounting & Tax Services Done Right with Andrea MacDonald

Jan 13th, 2023 45m 30s

With the 2023 tax season upon us… do you find yourself appreciating working in accounting & tax services or is it more like the onset of dread as you’re faced with the possibility of 12+ hour work days? Somewhere over the years, tax and accou

Optimization Insights for Your Website & Local Listings

Jan 5th, 2023 58m 27s

Spend a lot of money on a beautiful website but still can’t seem to get leads? Struggling to get on page 1 of the search results? If you have a great looking website and some type of follow-up system, but no one can find you on Google, th

Building Your 2023 Online Marketing Plan

Dec 9th, 2022 1h 20m

Are you ready for 2023? Ooh nelly, what we all thought would be a pretty "easy" tax season (in relative terms to the nightmarish last three busy seasons) is going to be much more ... interesting, in light of the economic disruptions now and t

Being Authentic in the Accounting and Tax World with Carlos Samaniego

Dec 5th, 2022 38m 8s

In the accounting and tax world, it’s easy to trudge through the daily workflow without building relationship with clients and marketing your services. The reason: You can be an expert in your field – the best accounting and tax pro – without d

2023 Accounting and Tax Marketing Playbook

Nov 23rd, 2022 1h

When we speak with accounting and tax pros one on one about their marketing, this is what we often hear: I have an outdated website. My local SEO is flopping. How do I prevent dead-on-arrival paid ads? Traffic to my website is slumping.

The Future of Accounting with Ryan Lazanis

Oct 26th, 2022 39m 30s

As you’re probably aware, the tax and accounting world isn’t known for being the most cutting edge industry. Some practices still operate the exact same as they did decades ago, because… these approaches have stood the test of time – right? N

Attract, Hire, and Retain Employees with Argel Sabillo

Oct 21st, 2022 1h 11m

There are stages to a business, and very soon you realize that once you've hit six figures in revenue, you can stay in that desert for a LONG time… unless you build with a team. But hiring great people for tax and accounting practices is a mo

Thriving in Your Niche Market with Brandon Hall

Sep 30th, 2022 44m 6s

Nowadays, anyone can create a social media page and broadcast opinions on how to structure your tax and accounting business (and believe us, we’ve seen plenty of that). But how many of them have actually walked the walk and seen success? And

Freedom to Grow in Accounting Services with Caleb Jenkins

Sep 22nd, 2022 41m 55s

You might have someone on your team with an incredible knack for tax and accounting services. They love engaging with clients, are a whiz with numbers, and pick up new projects faster than you can lay them down. (If a name came to mind, read

One of Many Marketing Principles with Jassen Bowman

Sep 3rd, 2022 46m 9s

We hate to break it to you, but… The internet is not special. It’s just one of many marketing principles to lay hold of (albeit - a necessary one in this time). At least, that’s what our guest Jassen Bowman, EA, asserts in this episode of

Credibility: The Secret Formula to Business Success with Mitchell Levy

Aug 24th, 2022 39m 55s

We’re sure you’ve been flummoxed by some tax and accounting firms’ failure to reach new potential client pools while simultaneously others experience a gushing influx of new clients. And that has got to make you wonder… what’s their secret?