The ProMarketer Podcast

The modern workforce is changing RAPIDLY, and it’s taking the tax and accounting industry by storm.

Accountants like Blake Oliver have their eyes on the future of the industry, and bring an innovative flare to traditional practices. Blake is the CEO of Earmark, a revolutionary platform that offers NASBA-approved CPE for listening to your favorite accounting and tax podcasts. He’s cracked the code for modernizing accounting practices, specifically when it comes to hot topics like work-life balance and strategic use of technology.

And he’s here to share his secrets.

In this conversation with Christian Jones of TaxProMarketer, Blake draws a roadmap for innovating the tax and accounting industry, covering everything from his journey with Earmark’s CPE offerings to some of the broader trends and challenges faced by the accounting profession today. 

Their conversation is packed with actionable tips and insights for all accounting professionals, from those just starting out to seasoned firm owners. Things like…

• How to build a sustainable practice that doesn't rely on you working long hours.

• Strategies for transitioning clients to more profitable service packages.

• The benefits of leveraging technology like offshore talent and AI to streamline operations.

• Why the future of accounting lies in a client-centered approach with a focus on quality and value.

If you want the secrets to building a thriving accounting practice while achieving a healthy work-life balance, listen to this. 

Though the Employee Retention Credit (ERC) was designed to help businesses like yours during the COVID era, it’s turned out to be a big problem for the IRS. And they’re cracking down on wrongful claims. So, what happens if you submit a bad claim and the IRS comes at you with an audit? How will you fix it and avoid paying the serious consequences of improper filing?

Join ProMarketer Podcast host, Christian Jones, and special guest, Catherine Tindall*, CPA, founder of Dominion Enterprise Services (DES) as they discuss the essential due diligence needed to keep your clients compliant and avoid potential pitfalls with the ERC. 

*Catherine Tindall, CPA, saw the issues with the ERC from the get-go, and has worked to develop tools for tax professionals to help their clients get back into compliant positions with the IRS. Her expertise has been featured by Intuit and the Journal of Accountancy, and she has had over 16,000 professionals attend her continuing education seminars.

Sleepless nights… 

Marketing blunders… 

Terror clients… 

Business demands…

Running your accounting business doesn’t have to look like this. There is a better way to build your firm, and Ryan Lazanis, owner and CEO of Future Firm, can show you how.

Future Firm helps accountants like you restructure and grow their businesses into something that’s profitable… and enjoyable to run.

Here Ryan shares with ProMarketer Podcast host, Christian Jones, his strategies for packaging and pricing in a progressive way that is comfortable for you, the firm owner, and attractive to your client base. He also talks hiring strategies to get A-player people on your team.

If you want to get unstuck from where your business is at, listen in.

And don’t forget to come back for Part 2…

With so much confusion surrounding the Corporate Transparency Act (CTA) and Beneficial Ownership Information (BOI) reporting, many business owners are struggling to navigate the process and avoid potential penalties. 

And if you as an accountant are one of those feeling lost, you're not alone.

That’s why Christian Jones, CEO of TaxProMarketer, recently sat down with returning podcast guest and long-time TPM friend Mike Gordon, with over three decades of experience running a successful CPA practice, to discuss the CTA and BOI reporting. Mike has dedicated the better part of the last 3 years to understanding the CTA and BOI reporting to greater serve his clients, and guide other business owners to succeed. 

In this podcast with Mike, you’ll learn…

• Non-Compliance Penalties: Why you should stay informed and take action regularly to avoid potential penalties.

• Safeguards for your business: Strategies to implement a monthly compliance checklist to stay on top of regulatory changes.

• Client Communication: Why you should be proactive with communicating with clients regarding their BOI.

Looking ahead to where the world is going, as tax and accounting professionals, you MUST equip yourself with the tools you need to stay compliant while also helping your clients thrive. 

Listen in as Mike shares strategies and tools that he has developed to better position yourself to be protected while ALSO serving your clients well with CTA and BOI reporting requirements.

Listen here.

As a small business owner, you're constantly thinking about the future. You see the challenges and opportunities ahead, and you know you need to be prepared to face them in order to scale and grow your business.

But let's be real: Without the right tools and resources, it's going to be tough. That's why it's important to use the tools and resources becoming more and more available to you, especially when planning for the future of your firm.

In today’s episode, TPM CEO Christian Jones is joined by Dave Hartley, CPA and lifelong technologist. Dave Hartley spearheads growth and innovation efforts at Anders CPAs + Advisors and has a lot of insight on what’s available to the accountants right now.

Join Christian and Dave as they share their insights on the future of the CPA profession, including the impact of AI in accounting, how to scale your business, and why now is a great time to be a young CPA.

Every small business owner will experience business growth—at least they should.

With growth comes new opportunities, and new challenges to overcome, with very real growing pains.

• Hiring qualified staff members

• Client loyalty

• Maintaining your culture and values

• Your ever-evolving role as a business owner

• Leveraging new technologies

The list goes on and on.

In this episode, TPM CEO Christian Jones and long-time TPM client Anthony Mauriello, who grew from one office to six on the East Coast, explore the opportunities and challenges of business growth.

Listen in as Anthony details his transition from hands-on preparer to strategic CEO, offering valuable lessons for tax and accounting pros. Discover how determination, innovative strategies, and a focus on client value can drive business growth while keeping your passion alive.

Resources 

https://www.mytaxfella.com/tools-and-resources/

https://www.mytaxfella.com/blog

http://www.mytaxfella.com/

Connect with Anthony Mauriello: [email protected]

Don’t get stuck in the sole proprietor trap as the owner of your tax/accounting business. Instead focus on hiring the right people who you could see filling your place and making your business grow. 

But hiring can feel like a hit or miss process. Sometimes you don’t know what kind of employee you have until you put work in front of them.

So, what kind of guidelines do you put in place for hiring the right employees? A few of them…

• Have a vision for what you want your business to be

• Fill your gaps, find your complements

• Hire for traits, not just skills

• Think about team fit

TaxProMarkter Founders Nate Hagerty and Troy Lakey talk about the specifics that guided them in the hiring process and helped them replace themselves and grow the agency.

Want to know the secret sauce to a thriving workplace and loyal employees? It isn’t necessarily compensation or benefits. It’s something known as employee care which Eugenia Brock (TPM COO) and Katherine Hershberger (TPM Chief of Staff) emphasize is a lot more about intangibles and workplace culture. And employee care doesn’t happen by chance. Creating a work culture where people can thrive takes serious intention.

Episode resources:

Setting your company’s vision, values, & culture with Troy Lakey

In 10 years, most accounting work will be done by AI. So, as an accountant you have to ask yourself, What do my clients need most from me that can’t be done by AI? Adam Lean’s answer: Be a trusted business advisor, a CFO. Adam (of The CFO Project) shares with host Christian Jones exactly what it takes to be a CFO and how it will benefit your accounting business. 

Adam Lean 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.

Resources

Free training: https://thecfoproject.com/start-a-cfo-service

https://thecfoproject.com/

https://www.linkedin.com/in/adamlean

Ever put selling and fun in the same sentence? 

If you’re like a lot of tax professionals and accountants, you shudder every time you have to think about sales. Sales feels like a slimy part of business… and it’s difficult to express your value and convince others of it too.

But…Selling doesn’t have to be hard. 

And it shouldn’t be about gimmicks. Selling is about offering solutions to solve people’s problems. More importantly, it’s a key part of turning the leads coming through your doors into actual paying clients. 

“But what if I’m not good at it?”  

Michelle Weinstein shares with host Christian Jones her easy (and surprising) selling formula, and the 3 P’s of selling that will help tax and accounting business owners convert leads and boost their bottom line.

Michelle Weinstein (founder of The Abundant Accountant) has helped numerous accountants grow their firms to seven figures and beyond by making selling FUN. 

She has successfully trained accountants, CPAs, EAs, bookkeepers, and other financial professionals how to charge higher fees and double their firm revenue, and…

She can help you too: https://theabundantcall.com.