Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7

For many CPAs, it feels risky to pick a cross-section of the tax code and burrow in. The fear is around losing clients, having to turn people away, and what if there’s a recession?

Consequently, most CPAs work as generalists, and pay the price in the form of seemingly infinite rotations on the hamster wheel. 

Longtime listeners to this podcast know that I am a HUGE proponent of niching, because it makes business better in countless ways. 

My guest today has built an exemplary business around expertise in one niche, and that person is Tom Wheelright. 

Tom is a visionary and best-selling author behind multiple companies that specialize in wealth and tax strategy. 

Highlights:

— “With the advantage of age, you learn that a very generalized practice is actually the slow way to build a business and an even slower way to build net revenue.” 

— “The more education you give away, the more people will buy.”

— “Being mission-driven instead of money-driven makes all the difference in the world because then we can be niche-focused. Then we can actually say “these are the people we want to serve, and this is what we want to do with them.”

— “We have a very clear message to the public and that's why so many people come to us.”

— “An educated client is a better client. If the client gets good education, they become more successful.”

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Connect with TOM:

Website: https://tomwheelwright.com/

LinkedIn: https://www.linkedin.com/in/tomwheelwright/

Tom’s book: 

Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes

https://www.amazon.com/Tax-Free-Wealth-Massive-Permanently-Lowering/dp/1947588052/

Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7