AccounTrends: The tax and accounting thought leadership podcast

Dominique Molina, CPA, co-founder and President of the American Institute of Certified Tax Coaches joins us to discuss the importance of clearly educating clients on the benefits of advisory services. Hear her advice on how to present advisory services in a positive light, how to articulate its value, how to answer difficult questions from clients, and more. 

A look back at some of the top insights from season 1 of AccounTrends. If you enjoyed this season, please leave us a review on Apple Podcasts or Spotify!

• 1:05 - Allan Koltin on the war on talent and raiding
• 3:53 - Darren Root on working through staffing challenges during the great resignation
• 5:16 - Angie Grissom on 3 fundamentals for reducing burnout and lack of engagement
• 7:49 - Ron Baker on how hourly billing can make it difficult to move into advisory
• 9:26 - Jody Grunden on firm culture and why how you communicate with clients matters
• 11:21 - Dr. Sean Stein Smith on  what crypto is and the 2 biggest risks around it
• 15:52 - Mark Wickersham on the power of choice in pricing models
• 16:49 - Nayo Carter-Gray on how to lead clients well based on what matters to them
• 18:13 - Randy Crabtree on R&D tax credits & digging deeper for clients
• 20:06 - Joe Woodard on the terror wall and failure trench

Part 2 of our discussion with Joe Woodard, Founder and CEO of Woodard. Join us as Joe continues to unpack the barriers to tax advisory and the psychology behind why some professionals are hesitant to get started.

Don't miss this two-part discussion with Joe Woodard, "Barriers to Advisory: Why Most Tax Preparers Don't Embrace the Opportunity", and hear him unpack the common barriers to breaking into tax advisory.  Success and learning are on the other side of the fear of failure. Tune in as Joe walks us through some key concepts for growing your business to include tax advisory.

In this episode, Randy Crabtree, Co-Founder and Partner at Tri-Merit, shares from the wealth of knowledge he's gained while running a successful specialty tax consulting firm and teaming up with tax preparers to help them bring more value to their clients.

It's hard for your clients to see the value in all the advice you provide and be willing to pay for it if you've been giving it away for free. Join us as Nadia Rodriguez, CPA and Tax Analyst at Intuit, shares her thoughts about what tax advisory really is and how you can take steps towards it by being proactive with your clients, clearly communicating the value your services create, and transitioning your pricing model.

Mike D'Avolio, CPA, JD, and Intuit employee, shares tax strategies for families with children and covers tax benefits for education, hiring your child to work in the family business, the kiddie tax, and more.

Join Robin Gervais, EA and Manager at Intuit, as she discusses her passion around taxes, shares the latest in tax trends to incorporate into your business today, and discusses how she got started as an EA growing her practice to over 100 clients through year-round advisory. Robin covers creative techniques, strategies, and tangible steps you can share with your clients to grow their retirement nest egg, plan for the future, and lower their current tax bracket.

Nayo Carter-Gray, EA and  QuickBooks Online Advanced Certified Pro-Advisor,  joins us today to talk about the power and benefits of workflow automation.  With a little planning before client engagement begins, hours can be saved in the long run.  You won't want to miss hearing Nayo's tips and tricks!

Mark Wickersham, sought after profit improvement expert, value pricing expert, professional speaker and author, joins us as we answer burning questions about value pricing and how to avoid common pitfalls. You don't want to miss this one!