Want to use your bookkeeping or accounting skills to actually help clients instead of just reporting results? On this week’s podcast Eric is joined by Adam Lean from the CFO Project where they discuss how bookkeepers and accountants can elevate themselves and their bottom line by training up and providing CFO services, making more money, helping clients with valuable insight, and working far fewer hours.

For more information, click  https://ignitionapp.com.

Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this week’s podcast, Eric is joined by Charles Corsello and Manny Vetti from TaxCure.com to discuss simple steps to drive more potential clients and what to consider when looking at a digital marketing campaign.

For more information, click  https://ignitionapp.com.

Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric to discuss their upcoming webinar is Andrew Lassise (from the Tech4Accountants Podcast) to discuss PCI Compliance, what every tax professional needs to watch for and what the potential risks are for ignoring this.

For more information, click  https://ignitionapp.com.

Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

On this week’s podcast Eric sits down with Andy Keyso, Chief of the IRS’s Independent Office of Appeals and discusses the impact of the new budget on Appeals, where Appeals is right now in terms of hiring, staffing and case inventory, and the use of Fast Track mediation to resolve issues and which cases are best suited for fast Track Mediation vs a regular appeal hearing, and issues Eric has noted for Andy’s attention. 

For more information, click  https://ignitionapp.com.

Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joining Eric on this week’s podcast is Luke Kiely, Chief Information Officer at SmartVault. Luke and Eric discuss the need for back-up and assuring business continuity, some simple steps to do that and the cost of NOT having a back-up plan in place, both literally and figuratively.

In this week’s podcast Eric is joined by Kenny Dettman, CPA, Managing Director with EZ-ERC, and Andrew Rubin, JD, Director of Tax Insurance at WTW, to discuss the latest developments on ERC audits and related tax controversy issues surrounding COVID-19 related tax measures including the FFCRA, ERC, and Section 1202 deferrals. Additionally, Kenny and Andrew will discuss the role of “tax insurance” in mitigating the risks associated with filing and claiming the ERC, as well as explain how a tax insurance policy differs from a typical ERC providers’ E&O policy.

In this episode, Eric discusses Amy’s new book and her journey from CPA partner to National speaker and writer, and the power of self-reflection and how it can help us break free from negative patterns, creating a fresh start in our lives.

Are small cases really the safer bet? In this no-nonsense episode of the Tax Rep Network podcast, Eric Green debunks the small cases myth and explains why choosing "smaller" cases might actually be holding you back. Spoiler alert: the work is the same whether your client owes $30,000 or $30 million — so why not go bigger? Tune in to hear why larger cases can be easier to handle, more profitable, and better for building your million-dollar tax rep practice. Don't let the extra zeros scare you — embrace them!

Joining Eric on this week’s podcast is the founder of the largest Accounting Technology show Scaling New Heights, Joe Woodard. On this show Joe and Eric discuss ways to improve your practice so you can stop “flapping” and start soaring, the theme of this year’s Scaling New Heights Conference in St. Louis this June. Eric and Joe also get into some of the highlights of this year’s show and what attendees can expect. Note, Eric will be speaking at Scaling New Heights on an IRS track of five sessions he created specifically for the show.

Michelle joins Eric again to discuss the issue of selling and why its not what you think it is. They cover how the passion or what you do is what sells, and to focus on what you can do for someone, not the technical.