In this episode, we dive into the power of streamlined processes and smart automation with Jamie Gruel, co-founder of Workflows for Tax Pros, an innovative platform born out of the need for reliable, efficient systems tailored to the unique demands of tax professionals. We get into why having solid workflows isn’t just a luxury but a necessity for any thriving practice—and how these systems can transform the client experience while freeing up precious time.

We talk about the impact of automation on efficiency, and Jamie walks us through the key elements of creating client-focused workflows that prioritize quality service without sacrificing time. From onboarding to lead management, Jamie explains how effective workflows can enhance every step of the client journey. One highlight? Automated lead management, which ensures that no prospective client falls through the cracks. She also shares top tips for implementing these workflows, and reveals best practices that help tax pros hit the ground running and adapt seamlessly to this new level of efficiency.

What you'll hear in this episode:

[1:00] Meet Jamie Gruel: Co-Founder of Workflows for Tax Pros

[2:55] The Birth of Workflows for Tax Pros

[6:45] The Importance of Systems

[7:40] Automation and Efficiency

[9:25] Client-Focused Workflows

[10:45] Implementing Effective Workflows

[18:10] Onboarding and Lead Management

[19:35] Automated Lead Management

[26:40] Implementation Tips and Best Practices

Check out the Automations and Workflows Facebook Group https://www.facebook.com/groups/taxprosautomationsandworkflows/

Connect with Jamie https://linkedin.com/injamiegroul/

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

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

Dive into the world of forensic accounting with Robert Nordlander, CPA, who shares insights from his journey of starting his own forensic accounting firm. We explore the powerful role that authoring books plays in marketing, building credibility, and establishing authority within the accounting field. Robert opens up about how writing has impacted his career, both professionally and financially. He sheds light on the real value of becoming a published author. We also take a close look at some of the more challenging aspects of forensic accounting, including unpaid payroll taxes, and discuss the critical importance of having honest conversations with clients facing these issues. Robert also offers practical advice on penalty abatement.

Beyond the technical expertise, Robert reveals his motivations for writing a book, and he shares valuable tips and insights into the writing process for aspiring authors. We discuss how being an author can open doors, attract clients, and enhance one’s professional reputation. In addition, we dive into Robert’s community, The Tax Mob, which brings together tax professionals passionate about the industry’s intricacies and nuances. Whether you’re considering a similar path or simply want to understand more about the marketing power of books in accounting, this episode is packed with actionable insights!

What you'll hear in this episode:

[1:20] How Robert Started His Forensic Accounting Firm

[3:00] The Marketing Power of Writing Books

[4:35] Building Credibility and Authority Through Books

[5:10] The Financial Impact of Authoring a Book

[7:40] A Dive into Unpaid Payroll Taxes

[10:05] The Importance of Honest Conversations

[12:05] Writing a Book: Motivations and Benefits

[14:25] Understanding Penalty Abatement

[19:50] The Tax Mob Community

[25:38] Writing a Book: Tips and Process

Get a free audio copy of Roberts book https://books.bookfunnel.com/nordlanderaudiobundle

Check out Robert's websites and educational resources:

https://www.nordlandercpa.com/

https://robertnordlander.com/

https://www.lambers.com/

https://www.cpacrossings.com/

Connect with Robert https://www.linkedin.com/in/robert-nordlander

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

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

Welcome Josie Parr, a powerhouse in tax strategy and the founder of her own firm. Josie shares her journey from building her practice from scratch to establishing herself as a go-to expert in tax strategy. As we dive into her story, she reveals the unique challenges and triumphs she encountered while balancing her personal life and ambitious professional growth. She highlights the importance of setting boundaries to create a profitable lifestyle firm that works for her, not the other way around.

We also get into the nuts and bolts of building a client base from the ground up and why defining your ideal client is key to long-term success. Josie shares the inspiration behind her latest venture, The Tax Strategy Collaborative, and talks about what to expect from the upcoming Profitable Lifestyle Firm Summit, a can’t-miss event for anyone looking to grow in the field. She even offers some advice on preparing for the New Year, with strategic insights to help accountants and firm owners hit the ground running.

Join us as we explore Josie’s invaluable insights on creating a sustainable, profitable business model in accounting and tax strategy. Whether you're starting from zero or aiming to take your firm to the next level, this conversation is packed with actionable tips you can use right now to make meaningful progress.

What you'll hear in this episode:

[2:15] Josie's Journey to Starting Her Own Firm

[4:55] Building a Client Base from Scratch

[6:35] Defining Your Ideal Client

[8:20] The Importance of Setting Boundaries

[10:50] Creating a Profitable Lifestyle Firm

[13:25] The Tax Strategy Collaborative

[18:25] The Profitable Lifestyle Firm Summit

[25:50] Advice for the New Year

Learn more about https://jparrcpa.com/

Learn more about Solo Tax Coach https://solotaxcoach.com/

Connect with Josie on LinkedIn https://www.linkedin.com/in/josie-parr-cpa-mst/

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

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

In this insightful episode, we’re joined by Logan Graf, an inspiring leader in the accounting world who’s charted a unique path to firm ownership. We dive into Logan’s journey, exploring the lessons he learned as he rose through the ranks to owning his own firm. Together, we tackle one of the most critical aspects of running a successful business—pricing. Logan shares his experience in raising client prices and the strategy behind managing client expectations to ensure every engagement is mutually beneficial.

We also discuss the importance of bridging the gap between the value provided and fees charged, offering listeners key insights on how to communicate value effectively. We shed light on pressing deadlines, like the PTE and BOI reporting requirements, offering our takes on navigating these obligations seamlessly. In addition, Logan opens up about his approach to content creation and building a thriving community around his firm. He believes that connecting with clients and peers on a deeper level is essential for long-term success in this industry.

What you'll hear in this episode:

[1:50] Logan's Journey to Firm Ownership

[4:40] Raising Client Prices

[8:35] Managing Client Expectations

[13:25] PTE Deadlines and BOI Reporting

[17:30] Content Creation and Community Building

[26:30] Conclusion and Contact Information

Connect with Logan on LinkedIn https://www.linkedin.com/in/logangraf

Connect with Logan on X https://x.com/logangraftax?lang=en

Connect with Logan on YouTube LoganGrafTax

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

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

Dominic Piscopo is a CPA and entrepreneur who is here to share his journey from working in the Big Four to building his own business. Dominic gives us a behind-the-scenes look at his experiences in one of the largest accounting firms and how it influenced his transition to entrepreneurship. He also discusses the importance of transparency within these firms and offers insights on compensation and recruitment trends.

We dive into the new employee dilemma and the ripple effect of turnover, highlighting how frequent job changes and incentive structures impact both firms and professionals. Dominic gives his perspective on the true cost of job hopping and debates whether it’s a smart move in today’s accounting world. He also sheds light on the gender wage gap in the industry.

As we wrap up, Dominic offers practical advice and resources for navigating the ever-changing landscape of the accounting profession. Whether you’re just starting out or looking to grow your career, this episode is packed with insights that will help you on your journey.

What you'll hear in this episode:

[1:50] Dominic's Big Four Experience

[5:50]Transition to Entrepreneurship

[10:25] Insights on Compensation and Recruitment

[17:45]The Ripple Effect of Employee Turnover

[18:30] Incentive Structures and Their Impact

[20:05] Debating the Merits of Job Hopping

[24:30] Gender Wage Gap in Accounting

Connect with Dominic https://ca.linkedin.com/in/dopiscopo

Check out Big 4 Transparency https://www.big4transparency.com/

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

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

Ryan Bakke shares his remarkable journey from college to securing a position at a prestigious Big Four firm, to owning his firm, Tax Strategy 365. Ryan’s expertise doesn’t stop at numbers; he’s a master at building community and implementing innovative marketing strategies. We explore how he effectively engages his audience and cultivates a loyal client base, which has been essential to his success. Throughout our conversation, we touch on essential sales techniques and how Ryan has navigated the inevitable challenges that come with entrepreneurship. His candid stories and practical advice are sure to resonate with anyone looking to enhance their sales acumen.

As we dive deeper, we discuss the importance of niche specialization in today’s competitive market. Ryan shares his plans for the future, including how he intends to continue evolving his practice while maintaining a strong focus on his target audience. This episode is packed with inspiration and actionable insights that every aspiring accountant and entrepreneur will find valuable. Tune in to hear how Ryan’s journey can guide you on your own path from zero to millions!

What you'll hear in this episode:

[2:05] Ryan's Journey To Becoming a Firm Owner

[4:50] The Entrepreneurial Leap

[6:35] Building a Community and Marketing Strategies

[12:55] Sales Techniques and Overcoming Challenges

[26:25] Niche Specialization and Future Plans

Check out Ryan's Facebook group https://www.facebook.com/groups/taxsmartinvestors/

Connect with Ryan https://www.linkedin.com/in/learnlikeacpa

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 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/