The CPA Marketing Genius Podcast

The CPA Marketing Genius Podcast

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The CPA Marketing Genius Podcast episodes

  • Episode 044: Increase Productivity Through The Use Of AI Technology With Manuj Aggarwal
    Why is it important to build systems into your business so that you can delegate tasks and become a choreographer instead of trying to do everything yourself? In this episode, Salim Omar, CPA interviews Manuj Aggarwal, Manuj is an elite technology consultant and business mentor, as he shares his incredible journey from working in factories to advising Fortune 500 companies. He talks about the importance of personal development and finding value to offer others in order to increase self-worth.
    Another value-bomb episode so make sure you tune in till the end!
    25 min
  • Episode 043: 43 Why Business Owners Need a CFO with Adam Lean
    How can you create financial stability for yourself and your clients? In this episode, Salim Omar, CPA interviews Adam Lean, Adam is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He is the CEO of TheCFOProject.com which trains accountants and bookkeepers on how to offer outsourced CFO and business advisory services.
    Another value-bomb episode so make sure you tune in till the end!
    23 min
  • Episode 042: Driving Business Excellence: Strategies to Thrive amidst Talent Shortages with Uday Ranpara
    Are you struggling to find qualified CPAs? In this episode, Salim Omar, CPA interviews Uday Ranpara, Uday Ranpara is the Promoter and Director of multiple firms, including Unison Globus, Initor Global, and others, operating in the USA, UK, Australia, and Canada. With over two decades of work experience in providing financial planning and consultancy services to companies of all sizes, as well as FDI companies, he is well-versed in the implementation and compliance of Ind AS & IFRS, in addition to the conversion of Indian companies' accounts into IFRS-compliant or USGAAP-based accounts.
    Outside of his professional life, Mr. Uday Ranpara is highly respected as an academician and mentor in the field of accounting. He has acted as a visiting faculty member in top institutions across India, educating the next generation on topics like Financial Statement Analysis, Fraud Detection, Accounting Standards, Indian Accounting Standards, IFRS, and the interpretation of financial statements.
    Another value-bomb episode so make sure you tune in till the end!
    24 min
  • Episode 041: Building A Winning CPA Practice with David Safeer
    In this episode, Salim Omar, CPA interviews David Safeer, David is a globally recognized expert in cash flow maximization. He shares his background in cash flow and how he founded Cash is Clear Learning Systems to help businesses and accountants grow their revenues through cash flow advisory services. He emphasizes that even profitable companies can have cash flow issues, and he shares his framework for improving cash flow.
    David explains proactive planning and people-centered approaches to cash flow management. He offers an online certification program and weekly masterminds to teach accountants how to advise on cash flow.
    Another value-bomb episode so make sure you tune in till the end!
    24 min
  • Episode 040: Embracing A Results-Oriented Model with Wendy Barlin
    In this episode, Salim Omar, CPA interviews Wendy Barlin, Wendy is a successful CPA and business coach who shares her experience selling her CPA practice and transitioning to a virtual firm. She started her business in 2010 and grew it from $100, 000 to over a million by building close relationships with clients.
    She explains how she created a sense of community for her remote team using tools like Slack. She now works as a consultant helping other businesses become more profitable. She shares her time management secrets, treating herself as the heart surgeon and only seeing clients on Tuesdays and Thursdays.
    Another value-bomb episode so make sure you tune in till the end!
    22 min
  • Episode 039: Maximizing The Power Of Email Marketing with Scott Bywater
    In this episode, Salim Omar, CPA interviews Scott Bywater, Scott is a renowned marketing copywriter from Australia. He dives into the world of email marketing and how it can help turn your email list into booked calendar appointments and ultimately, new clients. He emphasizes the importance of providing high-quality content to build trust with subscribers.
    It’s crucial to lead with value and offer helpful information before making any sales pitches. He discusses how email marketing can leverage other forms of marketing. He delves deeper into creating subject lines for emails and overcoming writer’s block. He suggests using AI tools like Jasper to assist with generating email topics and even writing content.
    Another value-bomb episode so make sure you tune in till the end!
    27 min
  • Episode 038: How To Enhance Culture And Increase Profits with Tyler Horsley
    In this episode, Salim Omar, CPA interviews Tyler Horsley, Tyler is an investor, founder, and business growth expert. He discusses the best strategies for growing any CPA firm. He emphasizes the importance of understanding the individuality of your firm and being able to explain what makes it unique in less than 10 seconds. He suggests focusing on operational efficiencies such as internal communication platforms and digitizing the business. He explains how investing time in brand-building repeatable systems to serve them better.
    Tyler tells listeners to consider utilizing tools such as the Predictive Index to ensure that they are hiring the right people for the job.
    Another value-bomb episode so make sure you tune in till the end!
    22 min
  • Episode 037: Controlling Your Brand SERPs with Jason Barnard
    In this episode, Salim Omar, CPA interviews Jason Barnard, Jason is a renowned author and digital marketing consultant. He shares his remarkable story from the Kalicube in Liverpool all the way to becoming a cartoon blue dog on a tropical island. He dives into his expertise on managing one’s brand on Google, explaining that it’s not about being geeky but rather about defining a page on your website that represents you or your business as a person. He suggests creating individual pages for each important member of your team so that Google can understand who they are and why they should be trusted.
    Another value-bomb episode so make sure you tune in till the end!
    25 min
  • Episode 036: How CPA Firms Can Provide REAL Value To Their Business Clients with Nathan Lind
    In this episode, Salim Omar, CPA interviews Nathan Lind, Nathan is an American entrepreneur, triathlete, author, and business broker who has sold his own business and works as a guide for entrepreneurs. He shares his advice on avoiding mistakes when selling a business, including understanding EBITDA and financials and trying to sell a declining business. He provides tips on how to increase the value of your company prior to sale including focusing on growing profits, creating standard operating procedures, and reducing the founder’s involvement in the business.
    Another value-bomb episode so make sure you tune in till the end!
    22 min
  • Episode 035: The Benefits Of Podcasting For CPAs with Spencer Carpenter
    In this episode, Salim Omar, CPA interviews Spencer Carpenter, Spencer is the founder of Outlier Audio. He discusses why professionals like CPAs should pay attention to podcasting and even consider starting their own show or appearing on others. He shares his decade-long experience in the music industry, such as talent management and representation, event and festival organizing, and record label head. He shares how his mother’s business was destroyed due to her having to take care of her husband for eight years and her journey into a niche helping people set up businesses for retirement. He highlights the benefits of podcast interviews for business and for creating an authoritative brand.
    Another value-bomb episode so make sure you tune till the end!
    23 min

About The CPA Marketing Genius Podcast

From the publisher's feed

Join CPA & Entrepreneurial Accountant Salim Omar as he guides the audience through the principles of his "Genius Model", which shows CPA firm owners and accountant & tax practitioners how to…