The WealthAbility Show with Tom Wheelwright, CPA

Put down the spreadsheets. Stop using jargon. Assisting your clients to reach their financial dreams means focusing on their emotions. Charlie Gilkey joins Tom to discuss how you can harness your client’s emotions and motivate them to achieve their financial dreams. Learn more about your ad choices. Visit megaphone.fm/adchoices

The biggest cost to any-sized CPA firm is employee turnover. It hurts the bottom line and morale. Bruce Daisley joins Tom to discuss how he created a work culture at Twitter that produced results and happiness, and can be translated to your CPA business. Learn more about your ad choices. Visit megaphone.fm/adchoices

An increase in audits is coming. Tom explains how recent changes at the IRS are raising concerns in the middle of tax filing season. Discover what's changed and the steps you can take today to protect yourself. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast48 Learn more about your ad choices. Visit megaphone.fm/adchoices

As your success grows, so does your ego. Discover how to manage your ego to protect your capabilities as a leader. Retired Navy S.E.A.L.S captain John Havlik joins Tom with practical information about leadership. Learn more about your ad choices. Visit megaphone.fm/adchoices

Blockchain is revolutionizing the way business is conducted. Discover what blockchain is and how it can be applied to investing, accounting and more. Stephen Williams joins Tom to explain this new technology in an approachable and practical way. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast47 Learn more about your ad choices. Visit megaphone.fm/adchoices

Gift giving is almost always done wrong. Discover how to make gift giving a meaningful part of your client service strategy. John Ruhlin joins Tom to discuss strategies that produce referrals and revenue and set you apart. Learn more about your ad choices. Visit megaphone.fm/adchoices

Money is the biggest source of conflict within a family. Discover how estate planning can eliminate conflict and ensure your legacy. Bill Clarke joins Tom to discuss living trusts. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast46 Learn more about your ad choices. Visit megaphone.fm/adchoices

Taxes scare people. But successful CPAs transform tax services into something their clients embrace and even find fun. David Meerman Scott joins Tom to discuss how CPAs can turn clients into fans. Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how the IRS approaches audits and tax conflicts. Ex IRS lawyer Scott Estill joins Tom and offers tips on how to successfully deal with the IRS during a tax conflict. EPISODE BONUS: For the transcript, show notes and more visit: https://wealthability.com/podcast45 Learn more about your ad choices. Visit megaphone.fm/adchoices

Artificial intelligence and block chain could eliminate the job of a CPA. Strategic customer service is emerging as a difference-maker in the tax business. Discover how targeted customer service can make you an indispensable CPA. Learn more about your ad choices. Visit megaphone.fm/adchoices