In this episode, Ryan Kimler discusses how he has built a successful CFO practice by using a language that speaks to business owners rather than accounting jargon, as well as networking with associations to get in front of potential clients. He focuses on understanding the gap between where the client is currently and where they want to be, asking questions about their business operations, profitability, money taken home, and vacation plans. He explores the importance of asking questions and understanding the language of business owners in order to help them bridge the gap between their current reality and their desired future.

Another value-bomb episode so make sure you tune till the end!

In this episode, Eric Kneller, discusses the various ways in which he helps CPA firm owners save money for their clients and double their profits. With 15 years of experience in sourcing supply chains for a multinational company, he shares his insights on how specialized tax incentives can help businesses save money, including the Work Opportunity Tax Credit, Employee Retention Credit, R&D tax credits, and cost segregation studies.

Another value-bomb episode so make sure you tune in till the end!

As a man of true integrity with infectious energy, Bob Wheeler offers a simple and effective method for creating a healthy relationship with money. A popular radio show and podcast guest, Bob also hosts a weekly podcast, Money You Should Ask, where he shares his concept of personal finance and invites guests to share their personal financial journey.

Bob conducts numerous Radical Abundance and Money at its CORE seminars internationally and across the U.S.A. Bob is a ‘CORE Energetics’ and Radical Aliveness Practitioner. His crusade for holistic personal growth has cross-pollinated with his accounting practice to deliver a new approach to personal finance.

Bob explores the emotions surrounding money management in his book, The Money Nerve: Navigating the Emotions of Money. His passion is to help others gain insight into why their emotions trigger financial decisions.

While building his accounting practice, Bob Wheeler simultaneously pursued his love of satire and ventured into the realm of standup comedy. Blending his wittiness with 25 years of helping clients, Bob’s approach to money integrates warmth and humor. He shares his budgeting directives with a liberal dose of inspiration and motivation with anyone with monetary concerns.

In addition to his CPA practice, Bob is also the CFO for The World-Famous Comedy Store in West Hollywood and La Jolla, California.

Bob Wheeler graduated from Rhodes College in Memphis, Tennessee. His world travels led him to all points on the globe, especially those at high altitudes. He climbed Africa’s Mt. Kilimanjaro, ascended 17,598 feet in Nepal to the Mount Everest Base Camp, and reached the summit of several smaller mountains in between.

Bob’s experiences on the road, facing his personal struggles, and assisting clients in the office have inspired him to assist others. Bob’s witty and non-judgmental approach to personal finance provides guidance to anyone who wants to create a new path to financial freedom.

In this episode, Bob Wheeler talks about how he manages operations with office tools and physical tax files, utilizing technology stacks, outsourcing some of the preparation work and accounting work to a tech firm, and bringing on a partner to help with client relations. He emphasizes the importance of not only providing quality service but also treating clients with respect and understanding.

Another value-bomb episode, so make sure you tune in till the end!

Julian Chapman has over three decades of experience engaging teams and organizations, from small groups to thousands of employees, and building their leadership capability. His leadership knowledge is augmented by his 30+ year "second" career as a member of the Canadian Armed Forces from which he retired in 2014 with the rank of Brigadier-General. He joined Forrest & Company in 2002, taking over as President of the company in 2015.

Julian travels extensively to assist Forrest's clients in designing solutions to achieve extraordinary results using the Forrest methodologies. Known as a pioneer of thinking in the workplace, Julian is a master trainer in Effective Intelligence, which he brings to organizations through keynote addresses or by assisting individuals and teams in solving problems through effective thinking. His thoughts on leadership, organizational development, and accountability have been published in HR Reporter Magazine, CPA Bottom Line Newspaper, and HR Professional magazine.

In his spare time, Julian is a member of the Board of Directors of the Wounded Warriors Project, a charitable foundation that provides support for veterans, focusing on those suffering from PTSD. He co-founded a charitable foundation for the Canadian Rangers of Northern Ontario that primarily supports at-risk aboriginal youth.

Julian holds a BA from the University of Toronto. He is a graduate of the Canadian Army Command and Staff College and the Canadian Forces College and an alumnus of the U.S. Army War College. He lives in Toronto and is married to Wendy, with whom he has four children.

In this episode, Julian Chapman discusses how today’s busy work environment has created a disconnection between employees and their managers, leading to increased levels of stress. He offers practical advice on how to overcome these challenges, including reflection and clarity of strategy.

Another value-bomb episode, so make sure you tune in till the end!

Dan Henn, CPA is an entrepreneur, tax resolution education speaker, author of the book “No Holds Barred, Candid Talk About Small Business Success In Florida”, tax columnist with the local newspaper “Florida Today” and former host of “The Financial Truth with Dan Henn, CPA” on 1060AM WMEL radio.

Dan is the owner/shareholder of Daniel Henn, CPA, PA since December 2009. He is actively involved in IRS tax resolution, comprehensive tax planning, and preparation of tax returns for corporations, partnerships, and individuals. Dan has worked on many issues related to tax consulting, IRS representation, payroll, sales tax, and multi-state income taxation. Dan specializes in all areas of real estate taxation (real estate brokers/agents, property managers, real estate investors, mortgage brokers, and appraisers) as well as taxation of medical professionals including dentists, chiropractors, orthodontists, optometrists, and veterinarians.

Dan has his Bachelor’s and Master’s degree from the University of South Florida. He has over 24 years of experience in taxation and business planning. Previous experience includes three years as Supervisory Senior of Tax with KPMG, LLP in St. Petersburg and Orlando, a Big 4 international accounting firm, and most recently, six years as a Tax Manager with Berman Hopkins Wright & LaHam, CPAs, LLP (large CPA firm in Melbourne, FL).

In this episode, Dan Henn discusses his experience as an IRS representative and how he has helped business owners grow their businesses. He started his own firm in 2013 and has been providing IRS representation services ever since. He talks about how he started teaching this same skill set to other tax professionals since then. His main goal is to help people avoid tax headaches and get them into a payment plan as quickly and easily as possible. He advises listeners and their clients to find out who owes money, call them, and ask them if they can pay.

Another value-bomb episode so make sure you tune till the end!

Protect your business and grow it for its eventual exit. In this episode, Michael discusses the importance of getting a valuation for your business as soon as possible. He offers a free business valuation report to any of his clients who would like it. He discusses the importance of retirement planning for business owners, and how to estimate the value of a business.

In this episode, Michael Ringel discusses the importance of exit planning for both business owners and entrepreneurs. He offers tips on how to protect your business and grow it over time and discusses the value of a business when selling it.

Another value-bomb episode so make sure you tune till the end!

It is important to have a strategic plan in order to have a successful accounting firm. In this episode, Roy shares his strategy-planning process and how it helped him to become one of the most successful accounting firms in history.

In this episode, Roy Osing discusses his unique approach to differentiation centered around focusing on the service experience for their clients, which led to a high level of loyalty and success. He shares his strategies for success and how CPAs can apply them in their own businesses.

Another value-bomb episode so make sure you tune till the end!

Marketing an accounting firm may be a challenge for some CPA firms and some may wonder how to market it the correct way in order to be profitable. In this episode, Ted discusses how to create stories that will resonate with the firm owner and find their inner voice, they can create a more memorable experience that will increase loyalty to encourage customers to continue doing business with them.

In this episode, Ted Tibbetts shares her expertise on how to market a trucking industry and how to build credibility with potential clients. He discusses how social media platforms, strategies, and tips for marketing your accounting firm.

Another value-bomb episode so make sure you tune till the end!

Help your clients rank high in search engines by utilizing SEO in your accounting firm. In this episode, Anmol shares how he helps small businesses around the world improve their SEO, attract more of their ideal clients, and increase their revenues. He started as a freelance SEO consultant 7 years ago, and now manages a full team to deliver incredible results.

In this episode, Anmol Singhi discusses the importance of SEO for accounting firms and how it can be beneficial in terms of traffic and leads. He warns that paid ads can have short-term benefits but SEO is long-term, and getting on the top three search results is the objective. He adds that SEO is important because it can help an accounting firm rank higher in search engine results pages (SERPs), increasing visibility and generating more leads.

Another value-bomb episode so make sure you tune in till the end!

What are the acres of diamonds in your firm? These are the numerous opportunities within your CPA firm that can generate extra income. In this episode, we’re talking about the keys to your CPA firm’s success in recognizing opportunities within your client base.

In this episode, Salim Omar, CPA, shares that there are opportunities within your CPA firm that they may not be aware of. He discusses how opportunities for profit can be found even within one’s client base if one is observant and takes the time to identify them. How pricing can be used to create value for clients and increase their profitability.

Another value-bomb episode so make sure you tune till the end!