From Zero to Millions: Accounting Edition

In this episode, we sit down with the incredible Jackie Meyer, a powerhouse in the accounting world with a journey that’s nothing short of inspiring. Jackie takes us through her path to becoming a CPA and shares the ups and downs of her career and how she took the bold step of starting her own firm. We dive deep into the strategies that helped grow her business including her game-changing approach to value pricing—one of Jackie’s key tools for success.

But that’s not all! We also explore how Jackie’s innovation led her to create TaxPlan IQ, a revolutionary software designed to streamline tax planning. Jackie opens up about balancing a thriving career and family life, proving that it’s possible to juggle both with the right mindset and support. As we delve into leadership and personal growth, Jackie highlights the importance of coaching in achieving her goals and shares insights on how it's been a crucial factor in her journey. If you're looking for a blend of professional insights and personal inspiration, this episode has it all. Don't miss out on Jackie's invaluable tips for accountants and entrepreneurs alike!

What you'll hear in this episode:

[1:00] Introduction of Dr. Jackie Meyer

[2:20] Jackie's Journey to CPA

[3:40] Starting and Growing a Firm

[5:45] The Power of Value Pricing

[7:50] Creating TaxPlan IQ

[11:10] Balancing Family and Career

[18:20] The Importance of Coaching

[23:50] Leadership and Personal Growth

Connect with Jackie https://www.linkedin.com/in/jackiemeyercpa

Check out her website: https://www.jackiemeyercpa.com/

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

Today we have the pleasure to speak with Martin Moll, a remarkable professional who made the bold transition from law to accounting. Martin takes us through his journey, detailing how his passion for numbers and business led him to co-found Breakaway Bookkeeping. We explore Breakaway's innovative franchise model, which is disrupting the traditional public accounting landscape by offering unique opportunities for growth and success. Martin also shares insights into the current opportunities in public accounting and how Breakaway can help businesses to thrive.

We don't stop there—Martin sheds light on the importance of outsourcing in the modern accounting world. He introduces us to Cadencia, a game-changing solution that's making waves in the industry. If you're curious about the future of accounting, the benefits of a franchise model, or how outsourcing can elevate your practice, this episode is a must-listen!

What you'll hear in this episode:

[0:30] Meet Martin Maul: From Law to Accounting

[3:55] The Birth of Breakaway Bookkeeping

[6:25] Breakaway's Unique Franchise Model

[13:15] Opportunities in Public Accounting

[17:05] Outsourcing and Cadencia

Learn more about Breakaway https://breakawayba.com/

Learn more about Cadencia https://www.cadencia.io/

Connect with Martin https://www.linkedin.com/in/martindmoll/

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

We have the pleasure of talking with Chayton Farlee, an inspiring figure in the world of accounting. He takes us on a journey from his high school days to becoming a force to be reckoned with in the industry. He shares his story of discovering accounting as a career path, highlighting the pivotal moments that led him to where he is today.

We dive deep into the importance of building a personal brand in the accounting field and explore how Chayton has leveraged social media to create opportunities that propelled his career forward. As he opens up about his experiences, Chayton challenges the outdated perceptions of accounting. He emphasizes that accounting is not just about numbers but also about creativity, strategy, and innovation. Chayton offers invaluable advice for aspiring accountants, as he touches on the significance of staying authentic and adaptable in a rapidly changing industry.

What you'll hear in this episode:

[1:00] Introduction to Chayton Farlee

[2:25] Chayton's Journey From High School to Accounting

[3:35] Discovering the World of Accounting

[5:30] Building a Personal Brand in Accounting

[6:55] Opportunities Through Social Media

[9:25] Changing the Perception of Accounting

[16:00] Advice for Aspiring Accountants

Connect with Chayton https://www.linkedin.com/in/chaytonfarlee

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

Tax planning for S Corporations can bring high value and today we're uncovering the complexities that come with it. Together we tackle a fascinating client scenario featuring a New York attorney facing a tax dilemma with their S Corporation. As we explore the intricacies of navigating New York State’s tax system, we break down how different rules and regulations can impact businesses in unexpected ways.

We’ll also walk you through another unique client scenario that illustrates the importance of personalized tax advisory services. These real-world examples shed light on why having the right advisory team can make or break your financial strategy. If you’re curious about how offering tax planning can elevate your business or you just love digging into challenging tax cases, this episode is for you!

What you'll hear in this episode:

[0:30] Diving into Tax Planning for S Corporations

[2:20] Case Study: New York Attorney's S Corporation Dilemma

[3:50] Navigating New York State's Tax System

[16:35] Exploring Unique Client Scenarios

[22:20] The Importance of Tax Advisory Services

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

Dave Hartley, CPA joins us to take us through his impressive career journey and highlight the pivotal moments that shaped his path in the industry. As a seasoned professional at Anders, he sheds light on the importance of advisory services and how they've become a game-changer for firms looking to offer more than just traditional accounting. We explore the challenges and opportunities of implementing advisory services in small firms, with Dave offering practical insights on how to make this transition smooth and effective.

Technology and AI are revolutionizing every industry, and accounting is no exception. Dave shares how leveraging these tools can streamline processes, enhance client services, and position firms for future growth. We also touch on the rising influence of private equity in accounting and what it means for firms of all sizes. Don't miss out on Dave's expert advice and actionable tips. Tune in to learn how you can implement these strategies in your practice!

What you'll hear in this episode:

[0:30] Introduction of Dave Hartley, CPA

[1:10] Dave's career journey

[3:55] Advisory services at Anders

[06:30] Implementing advisory in small firms

[11:25] Leveraging technology and AI

[23:30] Private equity in accounting

Connect with Dave https://www.linkedin.com/in/davehartley

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

In this episode, we sit down with Arthur Conte, an accomplished attorney and managing partner at Hill Conte Law. Arthur takes us through his incredible journey from an aspiring lawyer to the owner of a thriving law firm. We dive into the significance of human connection in business, as Arthur shares how building genuine relationships has been a cornerstone of his success.

Arthur also gives us an inside look at the specializations and services offered at Hill Conte Law, revealing the firm’s expertise in estate planning and business law. We tackle some common misconceptions in estate planning and Arthur emphasizes the importance of professional guidance in such critical matters. Whether you're a business owner, a professional, or someone interested in safeguarding your legacy, this episode is packed with insights you won't want to miss!

What you'll hear in this episode:

[0:30] Introduction of Arthur Conte: Attorney and Managing Partner

[1:40] Arthur's journey to firm ownership

[4:40] The importance of human connection in business

[10:35] Specializations and services of Hill Conte Law

[20:00] Common misconceptions in estate planning

[26:55] Pitfalls of not working with an estate planning professional

Connect with Arthur J. Conte, Esq.

Email [email protected]

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

Instagram @hylcontelaw

Find more information on the Hylconte Law website https://www.hylcontelaw.com/

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

In this episode we are thrilled to welcome Nicole McClintock, the dynamic CEO of Taximize. Nicole shares her journey in the tax industry, revealing the hurdles and triumphs she encountered while establishing her innovative firm. We dive deep into the world of tax consulting, exploring how Nicole has built relationships with her clients and navigated the often complex state and local tax landscapes. Nicole provides a candid look at what it takes to succeed in this demanding field.

Our conversation goes further into the impact of major tax changes and the critical importance of Nexus and compliance for businesses. Nicole offers invaluable practical advice for small businesses, which draws from her wealth of experience and expertise. She breaks down the intricacies of state and local tax complexities, making them accessible and actionable for you! This episode is packed with insights and actionable tips for anyone interested in the intricate world of tax. Don’t miss this engaging discussion that promises to elevate your understanding of tax management and strategy.

What you'll hear in this episode:

[00:55] Introduction ofNicole McClintock, CEO of Taximize

[02:00] Nicole's journey in the tax industry

[03:30] Challenges and successes of starting Taximize

[05:30] Consulting and building relationships

[07:05] Navigating state and local tax complexities

[09:15] Impact of major tax changes

[11:15] The importance of Nexus and compliance

[17:20] Practical advice for small businesses

Check out Nicole's classes https://macpa.org

Connect with Nicole https://www.linkedin.com/in/nmcclintockcpa/

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

Get ready to dive into the fascinating parallels between coaching in business and sports. We emphasize the crucial role a business coach plays in guiding companies toward achieving their goals. We also tackle the ever-present challenge of staffing. Our discussion extends to the distinct nuances of different industries, illustrating how understanding these differences can inform better business decisions and strategies.

We further explore the key elements of building a successful accounting firm, focusing on the importance of cultivating strong team dynamics and creating efficient work schedules. Effective collaboration and well-structured workflows are essential for any firm's success, and we provide insights on how to achieve these.

Additionally, we share essential growth strategies tailored to the accounting industry. Whether you're an accounting professional or someone interested in business growth strategies, this episode is packed with actionable advice and insights!

What you'll hear in this episode:

[0:30] Coaching in business vs. sports

[1:40] The role of a business coach

[2:10] Staffing challenges and solutions

[6:35] Differences between industries

[8:10] Building a successful firm

[14:55] Team dynamics and work schedules

[16:25] Marketing and growth strategies

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

We're thrilled to welcome Greg O'Brien, the CEO of Anomaly CPA. Greg takes us on a journey through his impressive career, starting with his early days in public accounting. He shares how these experiences laid the foundation for his transition into private real estate and set the stage for his entrepreneurial journey. We dive into the story behind founding Anomaly CPA, including the initial challenges he faced and how he navigated them.

Greg's journey is a masterclass in diversification and strategic focus. He talks about how Anomaly CPA has evolved, especially during the pandemic, where remote work became a pivotal factor in their growth. We explore Greg's client acquisition and marketing strategies, highlighting how they continue to attract and retain clients in a competitive market.

Investing in growth is a core theme in our conversation, as Greg discusses the importance of coaching and continuous learning. He also shares insights into creating and selling educational courses, a venture that has broadened Anomaly CPA's offerings. As we wrap up, we delve into the challenges of scaling a business and maintaining operational efficiency. Join us!

What you'll hear in this episode:

[1:00] Meet Greg O'Brien the CEO of Anomaly CPA

[1:50] Greg's early career and public accounting experience.

[3:25] Transition to private real estate and entrepreneurial journey.

[5:05] Founding Anomaly CPA and initial challenges.

[6:10] Diversification and strategic focus.

[8:30] Remote work and growth during the pandemic.

[11:00] Client acquisition and marketing strategies.

[13:35] Investing in growth and coaching.

[21:10] Creating and selling educational courses.

[25:50] Scaling the business and operational challenges.

[30:10] Conclusion and contact information.

Connect with Greg https://www.linkedin.com/in/greg-o-brien-cpa-88a3472b/

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

Today, we dive into the incredible journey of Ronald Withaeger. Join us as we chat about his fascinating experience as he went from working for a firm to managing and growing a full-fledged tax practice. We'll explore the challenges and strategies he employed in client retention and how purchasing a small practice became a game changer for him. Ronald shares his insights on scaling and then selling parts of the business. He also reveals his passion for empowering employees to start their own firms!

Balancing family and business is no easy feat, and Ronald discusses the importance of finding that perfect equilibrium. We also delve into his outreach and community engagement efforts, highlighting the impact of giving back. Don’t miss Ronald’s introduction of his latest project, Prosperity Society, and get an inside look at his "Launch Your Firm" event, designed to inspire and guide aspiring accountants.

Tune in to hear Ronald's story and learn valuable lessons on managing a thriving tax practice while maintaining a healthy work-life balance. This episode is packed with actionable advice for anyone looking to make their mark in the accounting industry!

What you'll hear in this episode:

[0:30] Meet Ronnie Withaegar

[2:15] Building a side practice and taking the leap

[2:50] Managing and growing a tax practice

[5:25] Challenges and strategies in client retention

[7:45] How purchasing a small practice can be a game changer

[12:40] Scaling and selling parts of the business

[13:15] Empowering employees to start their own firms

[17:20] The importance of balancing family and business

[21:05] Outreach and community engagement

[21:55] Launch your firm event

[24:10] Introduction of Ronnies' project, Prosperity Society

Connect with Ronald https://www.linkedin.com/in/ronaldwithaeger

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/