The Profitable Accountant Podcast

Randy Crabtree, CPA is the co-founder of Tri-Merit Specialty Tax Professionals in Schaumberg, IL. Randy has built a niched tax practice, focused on serving business clients with R&D tax credits, energy efficiency tax credits, and Work Opportunity Tax Credits. In this interview, learn why Randy decided to specialize in this interesting niche, and how he did. We'll discuss his marketing strategy, which is surprisingly simple, and he'll also discuss a unique source of talented staff that most businesses completely ignore. Listen to Randy's podcast, "The Unique CPA" at TheUniqueCPA.com or anywhere you get your pods. Learn more about Tri-Merit Specialty Tax Professionals at https://www.Tri-Merit.com. This episode is brought to you by: TaxFirms.com. Participate in a 12-month guided program to accelerate your revenue growth. Learn more at https://TaxFirms.com.

This week's episode is a short snippet from a recent 3-hour master class on content marketing for tax firms. In this segment, you'll hear why "tax tips" are the worst form of marketing content, and what you should do instead. To access the full 3-hour content marketing jump start course, become a TaxFirms.com member today. To learn more about membership benefits and to join, visit https://TaxFirms.com.

Jassen Bowman has been screaming from the rooftops for ten full years now about the benefits of starting a tax resolution practice. But, it's not a good fit for all accountants. In this episode, he covers five good reasons for NOT adding the lucrative service of taxpayer representation to your tax firm. To learn more about starting, growing, and optimizing a tax resolution firm, visit https://TaxResolutionAcademy.com.

On this episode, Jassen Bowman and Dan Henn discuss the ridiculousness of letting clients dictate your fee structure to you. To learn more about adding the lucrative service of taxpayer representation to your existing tax practice, visit https://TaxResolutionAcademy.com.

It's difficult to get things done with the IRS right now. In this episode, Dan and Jassen share thoughts on how to actually get stuff done these days when interacting with the IRS. For more taxpayer representation information, visit us at https://TaxResolutionAcademy.com.

Ben Greutman oversees TaxProMarketer's digital advertising services. In this episode, we dive into the process of running profitable online advertising campaigns for your tax firm. To schedule a time to speak with the TaxProMarketer team about your website, social media, and digital advertising needs, visit http://TaxProLeads.com Attend live online tax resolution CPE sessions by becoming a Tax Resolution Academy® member: https://TaxResolutionAcademy.com/join

Jassen Bowman and Dan Henn discuss the implications of the latest TIGTA report on future compliance enforcement. Read the TIGTA report here: https://www.treasury.gov/tigta/auditreports/2021reports/202130042fr.pdf Visit https://TaxResolutionAcademy.com to learn how to add the lucrative service of IRS representation to your tax practice.

Nate Hagerty and Christian Jones from digital marketing agency TaxProMarketer join me to discuss the importance of email marketing in your tax practice. We discuss why you need it, how to optimize it, the type of emails to send, how frequently, and how this helps converts leads into paying clients.. To schedule a chat with with the TaxProMarketer team, visit TalkToTPM.com. To hear more from Nate and Christian, check out there podcast: https://welcome.taxpromarketer.com/podcast/ If you'd like to view the slides from the original webinar presentation, visit the podcast episode page: https://taxresolutionacademy.com/tpa17-email-marketing-for-tax-firms-with-nate-hagerty-christian-jones/ For tax resolution training, practice management tools, and marketing resources for representation practitioners, visit https://TaxResolutionAcademy.com.

Jassen Bowman discusses his path from being bankrupt and homeless to being a globe-trotting adventurer living the proverbial "4-Hour Workweek" digital nomad lifestyle as a specialist serving only tax resolution clients. He also shares the #1 "secret" to a highly profitable tax resolution firm, and shows you the three most important marketing strategies that you should be using to attract clients if you currently have little or no money in the bank to spend on marketing. This is the audio from a live webinar presented January 6, 2021. To start your 7-day free trial of Tax Resolution Academy® membership, go to: https://TaxResolutionAcademy.com/join.

Nate Hagerty and Christian Jones from digital marketing agency TaxProMarketer join me to discuss the importance of your Google My Business profile. We discuss why you need it, how to optimize it, and how it helps you be seen by prospective new clients. To schedule a chat with with the TaxProMarketer team, visit TalkToTPM.com. To hear more from Nate and Christian, check out there podcast: https://welcome.taxpromarketer.com/podcast/ To claim your Google My Business listing, go to: https://www.google.com/business/ For tax resolution training, practice management tools, and marketing resources for representation practitioners, visit https://TaxResolutionAcademy.com.

#14: Pandemic  Dan Henn, CPA and Jassen Bowman, EA discuss practice management changes related to the pandemic, and identify emerging business opportunities for solo practitioners and small tax firms as we head into 2021. For tax resolution training, practice management tools, and marketing resources for representation practitioners, visit https://TaxResolutionAcademy.com.

Eric Hylton, Commissioner of the Small Business/Self-Employed (SB/SE) Division of the Internal Revenue Services, and Darren Guillot, Deputy Commissioner for SB/SE Collection and Operations Support, join us to discuss IRS enforcement priorities, the resumption of Collection and Examination activities, and other important information that tax professionals need to know as the IRS works with taxpayers and other stakeholders in the midst of the COVID-19 pandemic. To learn more about SB/SE, visit the IRS web page for SB/SE. Additional reference items mentioned in the episode: 2020 SB/SE Focus Guide 2019 SB/SE Annual Report IRM Interim Guidance on Installment Agreements and Collection Information Statements For tax resolution training, practice management tools, and marketing resources for representation practitioners, visit https://TaxResolutionAcademy.com.

It's more important than ever that accountants embrace providing advisory services to their clients, rather than just providing compliance. Those that choose advisory will prosper; those that don't will find themselves losing more and more clients to automation technology. Martin Bissett is the founder of the Bissett Group in Lancashire, UK. He is the author of 9 books and has spoken to accountants in 40 countries over the last 20+ years. He has been featured in Accounting Today's Top 100 Most Influential People In Accounting. You can find more of Martin's practice development training via Addviser+. For tax resolution training, practice management tools, and marketing resources for representation practitioners, visit https://TaxResolutionAcademy.com.

In this episode, we explore marketing lessons applicable to all professional service providers, including attorneys, CPAs, Enrolled Agents, and tax preparers -- but from another industry. Many of the best marketing lessons are, in fact, taken from other industries and modified and applied to our own. Chris Lopez is a real estate agent in Denver, Colorado that specializes in helping individuals to acquire income producing residential rental properties. He is a big proponent of house hacking, and his degree in personal financial planning gives him a unique perspective on the role of rental properties in an investor's portfolio. Chris is also the host of the popular Denver Real Estate Investing podcast, available wherever you get your pods. For tax resolution training, practice management tools, and marketing resources for representation practitioners, visit https://TaxResolutionAcademy.com.

Nate Hagerty is the founder and CEO of TaxProMarketer, a digital marketing agency serving tax and accounting professionals across the United States and Canada. Nate has been recognized three times by CPA Practice Advisor as a "40 under 40" honoree, and is the author/editor of the Amazon best-selling books Breaking the Tax Code, volumes 1 and 2. Nate is a dedicated family man with six children, and resides outside of Kansas City, Missouri. Learn more about his agency at https://welcome.taxpromarketer.com/. For tax resolution training, practice management tools, and marketing resources for representation practitioners, visit https://TaxResolutionAcademy.com.

Chrisa Anderson is a CPA in private practice in Avon, Illinois. She holds a Master of Accountancy from Western Illinois University and a Bachelor of Arts Degree in Accounting from Saint Martin's University. She serves as an adjunct instructor at Western Illinois University, and is active in the Illinois CPA Society, AICPA, National Association of Tax Professionals, and her local Rotary Club. Learn more about her firm at https://cpawesternillinois.com/. For tax resolution training, practice management tools, and marketing resources for representation practitioners, visit https://TaxResolutionAcademy.com.

Katye Maxson-Landis is a CPA in Portland, Oregon that specializes in helping cannabis industry businesses to navigate this regulatory minefield. Her firm, Moxy Accounting, works with cannabis licensees at every stage of the supply chain - including producers, processors, and retailers - to stay in compliance and address their complicated tax and accounting issues. She is a member Cannabis Advisory Board for AICPA. Learn more about Katy's firm at https://moxyaccounting.com/. For tax resolution training, practice management tools, and marketing resources for representation practitioners, visit https://TaxResolutionAcademy.com.

On this episode of The Profitable Accountant Podcast, my guest is Enrolled Agent Juan Carlos Samaniego. At one point in his life, Carlos himself was a client of tax resolution. His experience dealing with the IRS and the relationship issues associated with carrying a tax debt led Carlos to becoming an EA himself in order to assist others with the same problem. Along the way, Carlos has built a unique business model, which we discuss on this episode, along with the amazing non-tax recurring revenue business that operates inside of and parallel to his tax practice. Carlos is the author How to Make the IRS an Offer They Can't Refuse. You can connect with the Godfather of Tax Resolution via his website, at https://www.taxdebtconsultant.com/. If you enjoyed this episode of the show, please be sure to subscribe for future episodes, and please take a moment to leave us a 5-star review on iTunes. For tax resolution training, practice management tools, and marketing resources for representation practitioners, visit https://TaxResolutionAcademy.com.

On this episode of The Profitable Accountant Podcast, Salim Omar, CPA joins me to discuss creating an environment for success for everybody that comes in contact with your practice. Salim is the founder of Straight Talk CPAs in Morganville, NJ, and author of Straight Talk About Small Business Success in New Jersey. Salim is also the founder of CPA Marketing Genius, where he works with CPAs in private practice to help them attract new clients and optimize internal operating procedures. For tax resolution training, practice management tools, and marketing resources for representation practitioners, visit https://TaxResolutionAcademy.com.

Welcome to episode 5 of The Profitable Accountant podcast. My guest on today's podcast is Joey Brannon, a CPA from Florida. He is the founder of Axiom Strategic Consulting, founder of The Consulting CPA, and author of Grow WIth Purpose: Building a Mission Minded Business. As a CPA with over 20 years of small business experience, Joey brings both financial discipline and creative strategic thinking together in one process. At the outset he helps companies build practical strategic plans for growth, and then he coaches these small business owners on actually executing that strategic plan. In 2015 Joey started The Consulting CPA, a program designed to educate and support CPA's seeking to add strategic planning, execution and coaching services to their existing tax and accounting practice.  On this episode, we discuss the strategic consulting process. Joey shares how to help your clients develop company culture, establish leadership priorities with management, and create accountability for completing action items necessary for the growth of the consulting client. Joey explains the most common pitfalls encountered when doing advisory work, and explains his ideal niche client that he is best able to work with. Definitely listen through to the end of the episode, as Joey explains his accountability feedback, and shares his fee structure for doing this unique type of work. For tax resolution training, practice management tools, and marketing resources for representation practitioners, visit https://TaxResolutionAcademy.com.

Welcome back to the 4th episode of The Profitable Accountant podcast. My guest today is Dan Henn, CPA. Dan hails from the Space Coast of Florida, where he is now in his 27th tax season. Dan holds bachelor's and masters degrees in Accounting and Tax from the University of South Florida, spent 3 years at KPMG, plus 13 years at large regional firms before starting his own firm. His office runs with a staff of five, focusing on real estate and medical taxation and taxpayer representation. He is very active in the FICPA, and teaches the annual tax refresher class for his local chapter, as well as dozens of live webinars and seminars each year on IRS Collections representation topics. On this episode, Dan and I discuss the challenges faced in going from staff accountant at a large firm to transitioning into firm ownership, and how his experiences at different sized firms shaped his expectations for how his own business would run. In particular, we discuss perspectives on fees at different size firms. Dan shares his biggest sources of anxiety in growing his firm, and how he's worked to fix those. Dan also discusses the best ideas he's implemented from a practice management perspective to grow his practice. Be sure to listen through the end of the episode, because Dan will share his reasoning for switching to a totally new tax software suite for the upcoming filing season, including what drove his search for new tools and the factors that went into that decision. Dan's book suggestions: Any of the "E-Myth" books by Michael Gerber Getting Things Done by David Allan The Profitable Accountant Podcast provides short installments to help you operate a more efficient and profitable accounting and tax firm. For tax resolution training, practice management tools, and marketing resources for representation practitioners, visit https://TaxResolutionAcademy.com.

Explore the contrast between compliance roles and business development roles inside a public accounting firm in this dynamic interview with David Lee, partner and Business Development Executive at Peterson-Sullivan in Seattle, WA. Recorded April 27, 2017. For tax resolution training, practice management tools, and marketing resources for representation practitioners, visit https://TaxResolutionAcademy.com.

David Laub has had a fascinating career. Starting out at Arthur Anderson, David is now a respected angel investor in the Seattle startup community, sits on several boards, and is the acting CFO for multiple companies. Oh, and he owns a fishing company, too, of course. Explore the alternative career path of this fascinating CPA (inactive). For tax resolution training, practice management tools, and marketing resources for representation practitioners, visit https://TaxResolutionAcademy.com.