What if you could predict your revenue, workflow, and an ideal customer base using AI? Can you apply these predictions to stay ahead of your competitors and lead to better economic outcomes? In this episode, Avi Goldfarb joins Tom to discuss how AI offers value to any economic venture by decoupling prediction from decision-making, allowing business owners to make better calculated decisions. Learn more about your ad choices. Visit megaphone.fm/adchoices

When you create tax strategies for your clients, do you discuss the benefits of life insurance and the value it can bring to their investment plans? In this episode, Kim Butler joins Tom to discuss how we can incorporate and leverage life insurance policies into our wealth goals.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever received a complaint from a client? Were you able to turn a client’s negative experience into something positive for growth? In this episode, Janelle Barlow joins Tom to discuss how we build systems that can grow from complaints to ensure that clients receive the ultimate service experience. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is burnout a problem in your workplace? Are your colleagues feeling the effects of a post-pandemic work environment? In this episode, Jennifer Moss joins Tom to discuss how the pandemic accelerated burnout in the workplace, and how the burnout epidemic is not an individual issue but an organizational issue. Learn more about your ad choices. Visit megaphone.fm/adchoices

How are we supposed to maintain an online presence in all these different places? Have you or your team been utilizing time creating content in the most efficient way possible? In this extended episode, Evan Carmichael joins Tom to discuss the differences between platforms, and what we can do to maximize our bandwidth when it comes to marketing and online presence. Learn more about your ad choices. Visit megaphone.fm/adchoices

Would your clients describe your firm as “modern”? Are you utilizing all the tools that your competitors have started to leverage for themselves? In this episode, Rob Brown joins Tom to discuss what updates an accounting firm needs to survive in the modern day. Learn more about your ad choices. Visit megaphone.fm/adchoices

What brings you to the polls? This election cycle, one of the dominant topics of discussion has been taxes. Taxes can make or break our quality of life at every level of government. In this episode, Grover Norquist joins Tom to help us discover how taxes are the most important issue in our elections, and how financial education is vital in determining the vote. Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how developing your comfort zone – not getting out of your comfort zone -- propels growth in your business. In this episode, Stacey Hall joins Tom to discuss how CPAs can unlock sales success by developing their comfort zone to better engage with prospects and clients. Learn more about your ad choices. Visit megaphone.fm/adchoices

The current business climate demands a radical evolution of traditional business practice. What bold moves can we make to help ourselves emerge successful? In this episode, Frank O'Connell joins Tom to discuss what steps we can take to begin looking at our place in the future. Learn more about your ad choices. Visit megaphone.fm/adchoices

Accountancy is about to make a leap into the future. Many things will be automated, but are there some things that won’t be? Can a computer provide tax strategy when so much of it is contingent on the emotional desires of a client? In this episode, Martin Bissett joins Tom to discuss how you position yourself and your firm for the future of accountancy.  Learn more about your ad choices. Visit megaphone.fm/adchoices