Podcast

Podcast Episode #15: Using Google My Business for Tax Firms with Nate Hagerty & Christian Jones

Nate Hagerty and Christian Jones from digital marketing agency TaxProMarketer join me to discuss the importance of your Google My Business profile. We discuss why you need it, how to optimize it, and how it helps you be seen by prospective new clients. To schedule a chat with with the TaxProMarketer team, visit TalkToTPM.com. To …

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Podcast Episode #13: IRS SB/SE Enforcement Priorities with Eric Hylton and Darren Guillot

Eric Hylton, Commissioner of the Small Business/Self-Employed (SB/SE) Division of the Internal Revenue Services, and Darren Guillot, Deputy Commissioner for SB/SE Collection and Operations Support, join us to discuss IRS enforcement priorities, the resumption of Collection and Examination activities, and other important information that tax professionals need to know as the IRS works with taxpayers …

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Podcast Episode #12: Embracing Advisory Services with Martin Bissett

It’s more important than ever that accountants embrace providing advisory services to their clients, rather than just providing compliance. Those that choose advisory will prosper; those that don’t will find themselves losing more and more clients to automation technology. Martin Bissett is the founder of the Bissett Group in Lancashire, UK. He is the author …

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Podcast Episode #11: Marketing Lessons for Accountants from a Real Estate Agent with Chris Lopez

In this episode, we explore marketing lessons applicable to all professional service providers, including attorneys, CPAs, Enrolled Agents, and tax preparers — but from another industry. Many of the best marketing lessons are, in fact, taken from other industries and modified and applied to our own. Chris Lopez is a real estate agent in Denver, …

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Podcast Episode #10: Digital Marketing Fun Times with Nate Hagerty

Nate Hagerty is the founder and CEO of TaxProMarketer, a digital marketing agency serving tax and accounting professionals across the United States and Canada. Nate has been recognized three times by CPA Practice Advisor as a “40 under 40” honoree, and is the author/editor of the Amazon best-selling books Breaking the Tax Code, volumes 1 …

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Podcast Episode #6: The Proper Care & Feeding of Clients, Staff, and Self with Salim Omar, CPA

On this episode of The Profitable Accountant Podcast, Salim Omar, CPA joins me to discuss creating an environment for success for everybody that comes in contact with your practice. Salim is the founder of Straight Talk CPAs in Morganville, NJ, and author of Straight Talk About Small Business Success in New Jersey. Salim is also …

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Podcast Episode #5: Bringing Strategic Consulting To Your Clients with Joey Brannon, CPA

Welcome to episode 5 of The Profitable Accountant podcast. My guest on today’s episode is Joey Brannon, a CPA from Florida. He is the founder of Axiom Strategic Consulting, founder of The Consulting CPA, and author of Grow WIth Purpose: Building a Mission Minded Business. As a CPA with over 20 years of small business …

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Podcast Episode #4: How to Maximize Stress, Increase Anxiety, & Eliminate Spare Time with Dan Henn, CPA

Welcome back to the 4th episode of The Profitable Accountant podcast. My guest today is Dan Henn, CPA. Dan hails from the Space Coast of Florida, where he is now in his 27th tax season. Dan holds bachelor’s and masters degrees in Accounting and Tax from the University of South Florida, spent 3 years at …

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