Shows
Tax in Action: Practical Strategies for Tax ProsThe Hobby Loss Rule: How to Defend Your Business Against the IRSJeremy explores the hobby loss rule through the landmark case of artist Susan Crile, who successfully defended her art business against IRS claims despite reporting losses in nearly all of 25 years. The episode breaks down the nine-factor test used to determine whether an activity has a genuine profit motive, examining how professional conduct, record-keeping, and business decisions matter more than consistent profitability. This case offers crucial lessons for practitioners working with creative professionals, startups, and any clients going through extended periods without turning a profit.Connect with Jeremyhttps://www.linkedin.com/in/jwellstaxhttps...
2025-11-271h 01Tax in Action: Practical Strategies for Tax ProsBreaking Up with Your S-Corp Part 2Jeremy wraps up his two-part series on S corporation terminations by diving into what happens after an election ends, whether intentional or inadvertent. He explains the IRS's relief procedures for common mistakes like violating the one-class-of-stock rule, the crucial five-year waiting period before re-electing, and why a terminated S corp doesn't just revert back to an LLC but becomes a C corporation instead. The discussion includes real tax court cases and the specific steps needed to clean up termination issues before the IRS discovers them.(00:00) - Introduction and Recap of Part One
(01:40) - Three Ways to Terminate...
2025-11-1258 minTax in Action: Practical Strategies for Tax ProsBreaking Up with Your S-CorpJeremy breaks down the three ways an S-corporation election can terminate: voluntary revocation (including the lesser-known withdrawal option from the IRM), ceasing to qualify as a small business corporation, and excessive passive investment income. He walks through the specific mechanics of each termination method, from shareholder consent requirements to the 100-shareholder limit and the one-class-of-stock rule.Connect with Jeremyhttps://www.linkedin.com/in/jwellstaxhttps://www.steadfastbookkeeping.comSubscribe on YouTubehttps://www.youtube.com/@TaxinActionEarn CPE for Listening to This Podcasthttps://www.earmark.app/
2025-10-2954 min
Teaching Tax Flow: The PodcastEp. 158 | Material Participation DemystifiedIn this Episode of the Teaching Tax Flow Podcast, hosts Chris and John are joined by Jeremy Wells, PhD, CPA, EA, to unravel one of the most misunderstood areas in tax strategy — Material Participation.Jeremy, known for blending his academic background with real-world tax expertise, breaks down what truly defines material participation and why it matters so much for real estate investors, high-income earners, and business owners. This episode provides a clear and actionable discussion of IRS Section 469, passive activity rules, and how to correctly apply the “seven tests” to determine whether income is passiv...
2025-10-2129 minTeaching Tax Flow: The PodcastEp. 158 | Material Participation DemystifiedIn this Episode of the Teaching Tax Flow Podcast, hosts Chris and John are joined by Jeremy Wells, PhD, CPA, EA, to unravel one of the most misunderstood areas in tax strategy — Material Participation.Jeremy, known for blending his academic background with real-world tax expertise, breaks down what truly defines material participation and why it matters so much for real estate investors, high-income earners, and business owners. This episode provides a clear and actionable discussion of IRS Section 469, passive activity rules, and how to correctly apply the “seven tests” to determine whether income is passiv...
2025-10-2129 min
Tax in Action: Practical Strategies for Tax ProsThe Legal Case for Better Books: Why Recordkeeping Isn't OptionalJeremy dives into the often-overlooked legal requirements for taxpayer recordkeeping under IRC Section 6001, explaining why accurate books aren't just nice to have: they're mandatory. He breaks down the Cohan rule (and why it's widely misunderstood), explores how good recordkeeping can shift the burden of proof to the IRS under Section 7491, and offers practical ways tax professionals can encourage better client recordkeeping without becoming bookkeepers themselves.SponsorsSafeSend - taxshow.promo/safesend(00:00) - Introduction: The Struggles of Accounting Firms
(01:06) - Challenges with PBC Data
(01:56) - Balancing Bookkeeping and Tax Services
(04:03) - Legal Requirements for...
2025-10-151h 04
The Enrolled Agent AdvocateThe Power of EA and CPA: A Dual Credentialed Tax Pro’s Journey with Jeremy WellsIn this episode, host Brandy Spears is joined by Jeremy Wells, an Enrolled Agent, Certified Public Accountant, and the newly appointed Editor-in-Chief of the EA Journal. Jeremy shares his journey from teaching political science to becoming a tax professional and how his unique path has shaped his approach to tax law, client service, and leadership in the profession.Jeremy talks about his decision to pursue the EA credential first, his transition to becoming a CPA, and why mentoring has been key to his growth. He also shares his experience as the new editor of the EA Journal...
2025-10-1356 min
Tax in Action: Practical Strategies for Tax ProsThe Aftermath: Tax Rules for Replacing Involuntarily Converted PropertyJeremy concludes his three-part series on losses by examining IRC Section 1033, the tax code's provision for what happens after you replace property lost to casualty, theft, or government condemnation. When clients receive insurance payouts or condemnation proceeds, they face a critical decision: recognize the gain immediately or defer it by purchasing qualifying replacement property within specific timeframes. Jeremy breaks down the "similar use" requirements, the two to four year replacement periods depending on property type, and how basis carries over to help clients avoid unexpected tax bills when bad things force them to start over....
2025-10-0156 min
Tax in Action: Practical Strategies for Tax ProsFrom Discovery to Deduction: Modern Theft Loss Rules ExplainedJeremy explores the complex world of theft loss deductions, examining how digital asset scams have renewed interest in these tax provisions under the Tax Cuts and Jobs Act. The episode breaks down the three key criteria for claiming theft losses, explains why timing of discovery matters more than when the theft occurred, and analyzes five modern scam scenarios from IRS Chief Counsel guidance including pig butchering schemes and romance scams. Jeremy concludes with a fascinating 1984 court case involving Civil War veterans' land rights that shows even tax court judges can disagree on fundamental questions of tax law.
2025-09-171h 04
Tax in Action: Practical Strategies for Tax ProsWhen Disaster Strikes: Navigating Casualty Loss DeductionsNatural disasters, accidents, and sudden destructive events can create significant financial hardship, but the tax code provides some relief through casualty loss deductions. This episode breaks down the complex rules governing what qualifies as a deductible casualty loss, including the critical distinction between personal and business losses under the Tax Cuts and Jobs Act. Jeremy walks through the three-part test for casualty losses, calculation methods using fair market value changes, and the reporting requirements on Form 4684, using a real-world hurricane damage scenario to illustrate these concepts.SponsorsSafeSend - taxshow.promo/safesend(00:00...
2025-09-031h 00
Tax in Action: Practical Strategies for Tax ProsSection 121: The $500k Exclusion ExplainedJeremy breaks down the complex rules surrounding Section 121's capital gains exclusion for home sales, using the Weber v. Commissioner tax court case to illustrate how taxpayers can lose out on excluding up to $500,000 in gains. The episode covers the critical two-out-of-five year ownership and use tests, explains how rental conversions can disqualify you from the exclusion, and details the partial exclusion exceptions for employment changes, health issues, and unforeseen circumstances. Understanding these nuances is essential since home sales often represent the largest financial transactions in taxpayers' lives.SponsorsSafeSend - taxshow.promo/safesend
2025-08-2058 min
Tax in Action: Practical Strategies for Tax ProsRepair vs. Improvement: When Can You Deduct It?A rental property owner faces a $27,000 repair bill after a plumbing leak forces a complete bathroom renovation, water heater replacement, and structural repairs. Jeremy breaks down Treasury Decision 9636's framework for distinguishing between deductible repairs and capitalized improvements, using the three-part test of betterment, restoration, and adaptation. He also explains three valuable safe harbors including the de minimis election and routine maintenance provisions that can help property owners expense more costs immediately rather than depreciating them over time.SponsorsSafeSend - taxshow.promo/safesend(00:00) - Introduction to Repairs vs. Improvements
(00:44) - Understanding the...
2025-08-0656 min
Tax in Action: Practical Strategies for Tax ProsThe Knowledge Economy Tax Trap: When Education Costs Aren't DeductibleJeremy breaks down the complex world of work-related education tax benefits, revealing why most educational expenses aren't as deductible as business owners think. He explains the stark difference between limited educational assistance programs that cap benefits at $5,250 annually and business expense deductions that often get rejected by the IRS for qualifying taxpayers for "new trades or businesses." Through real tax court cases involving everyone from IRS agents trying to deduct law school to nurses upgrading their licenses, this episode exposes the narrow window where education costs actually qualify as legitimate business deductions.SponsorsSafeSend...
2025-07-2356 min
Tax in Action: Practical Strategies for Tax ProsThe Refund Statute of Limitations: When Time Runs OutUnderstanding the refund statute of limitations can mean the difference between claiming a refund and losing that money forever. This episode breaks down the complex rules around when taxpayers can file refund claims and how much they can recover, using the recent Hamilton v. US case as a cautionary tale. Whether you're dealing with late-filed returns, amended returns, or clients who've fallen behind on their taxes, these statute of limitations rules will determine what's possible and what's permanently lost.SponsorsSafeSend - taxshow.promo/safesend(00:00) - Welcome to Tax in Action
(01:50) - Understanding...
2025-07-0955 min
Tax in Action: Practical Strategies for Tax ProsJoint vs Separate: Marriage Filing FundamentalsMost tax professionals assume joint filing is the default for married couples, but the tax code actually says the opposite. Jeremy Wells explores the surprising reality that married filing separately is technically the default status, requiring both spouses to elect joint filing under IRC Section 6013. He breaks down the key disadvantages of separate returns—from reduced credits to income limitations—while explaining legitimate scenarios where paying extra tax through separate filing can lead to better overall financial outcomes, particularly with student loan repayment strategies.SponsorsSafeSend - taxshow.promo/safesend(00:00) - Welcome to Tax...
2025-06-251h 02
Tax in Action: Practical Strategies for Tax ProsThe 1031 Exchange BasicsJeremy Wells breaks down the fundamentals of Section 1031 exchanges, explaining how real estate investors can defer capital gains taxes by swapping properties rather than selling and buying separately. He clarifies common misconceptions about these transactions, walks through the strict timing requirements including the 45-day identification and 180-day completion rules, and examines court cases that reveal when the IRS challenges whether replacement properties were truly intended for investment purposes. The discussion covers qualifying property types, disqualified persons, and the practical mechanics of using qualified intermediaries to facilitate these tax-advantaged exchanges.SponsorsSafeSend - taxshow.promo...
2025-06-1157 min
Tax in Action: Practical Strategies for Tax ProsS-Corporation Reality CheckJeremy dives deep into the critical red flags that should make tax professionals pump the brakes on S-corporation elections. From balance sheet debt ratios that could trigger unexpected taxable events to operating agreement provisions that can inadvertently terminate S-elections, this episode challenges the "default to S-corp" mentality that's become prevalent in tax advisory circles. Jeremy breaks down the specific scenarios where partnerships or sole proprietorships actually serve business owners better than the often-hyped S-corporation structure.SponsorsSafeSend - taxshow.promo/safesendConnect with Jeremyhttps://www.linkedin.com/in/jwellstax...
2025-05-2857 min
Tax in Action: Practical Strategies for Tax ProsCracking the R&D Tax Credit Code: Section 41 ExplainedThe R&D tax credit offers significant tax-saving potential, yet remains misunderstood by many small business owners and their advisors. Jeremy breaks down the key components of the Section 41 credit, explaining qualified research activities, eligible expenses, and calculation methods. Small service-based businesses might qualify more often than they realize, especially when research activities relate to technological innovation, computer science, or engineering processes.SponsorsSafeSend - taxshow.promo/safesend(00:00) - Introduction to the R&D Credit
(03:00) - Components of the R&D Credit
(06:00) - Defining Qualified Research
(13:00) - Business Components and the Shrinking...
2025-05-211h 04
Tax in Action: Practical Strategies for Tax ProsClean Energy Tax Credits: What Qualifies and What Doesn'tSolar installations create valuable tax benefits, but determining eligible expenses requires careful analysis. Jeremy Wells breaks down the Residential Clean Energy Credit under IRC Section 25D, explaining which costs qualify, how to handle roof modifications, and when the credit can be claimed. The episode provides essential guidance for tax professionals encountering clean energy improvements on client properties.SponsorsSafeSend - taxshow.promo/safesend(00:00) - Welcome to Tax in Action
(00:24) - Client's Solar Panel Installation Scenario
(01:54) - Understanding the Solar Tax Credit
(05:22) - Qualifying Properties and Expenses
(12:43) - Business Use and Allocation at...
2025-05-1453 min
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsScaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy WellsIn this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA, owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. Jeremy Wells is a distinguished entrepreneur and financial expert, recognized for his innovative approach to accounting and business strategy. He has dedicated his career to empowering small businesses and solopreneurs through comprehensive tax planning and strategic business advisory services. Jeremy specializes in tax planning and business strategy for small businesses and has been active in the field since 2018. Before his accounting career, he spent a decade as a co...
2024-10-2523 min
The CPA Advisory ShowFrom Zero to an Intentional Growth Strategy with Keila Hill-TrawickJeremy and Chris welcome special guest Keila Hill-Trawick (@littlefishcpa on Twitter). Keila is the Founder + CEO of Little Fish Accounting, a boutique CPA firm. The key takeaways from the episode (courtesy of ChatGPT) are:
The challenges faced by traditional accounting firms in expanding capacity and bringing on more clients.
Keila's background and motivation for starting her own accounting firm without preconceived notions of how an accounting firm should operate.
Keila's approach to learning the technicalities and best practices of accounting while building a different kind of accounting firm.
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitte...
2023-08-021h 01The CPA Advisory ShowStarting & Marketing a Tax Advisory Firm with Grant DoughertyJeremy and Chris welcome special guest Grant Dougherty (@DouTaxSolutions on Twitter). Grant is the founder of Dougherty Tax Solutions, a boutique tax advisory firm. The key takeaways from the episode (courtesy of ChatGPT) are:
Grant explained the challenges he faced in meeting the accounting hours requirements and the decision not to pursue additional college courses for eligibility for the CPA.
Grant delves into the role of a corporate tax accountant and the coordination involved in preparing corporate tax returns. He highlights the importance of understanding the nuances of tax laws and the need for coordination with professionals, such as thos...
2023-07-2659 minThe CPA Advisory ShowDeveloping a Top Notch Corporate Culture with Randy CrabtreeJeremy and Chris welcome special guest Randy Crabtree (@RCrabtreeCPA on Twitter). Randy is the host of The Unique CPA podcast and Co-Founder of Tri-Merit. The key takeaways from the episode (courtesy of ChatGPT) are:
The importance of finding a niche in your firm.
Randy's journey into podcasting and the role it plays in his firm.
Definition and importance of advisory services in the accounting field.
Benefits of offering advisory services for tax firms and clients.
Comparison between Tri-Merit and traditional CPA firms, highlighting their unique approach to staffing and business development.
Follow the show o...
2023-07-0556 minThe CPA Advisory ShowTaking Your Learning Culture From 0 to 1 with Jennifer SmithJeremy and Chris welcome special guest Jennifer Smith (@ScribeCEO on Twitter). Tailor is the founder at Scribe, a software that automates and democratizes process documentation. The key takeaways from the episode (courtesy of ChatGPT) are:
Introduction to Scribe and its relevance to accountants
The importance of process orientation and efficiency for accountants and their businesses
The benefits of standardized processes in onboarding new team members and handling client work
The relationship between innovation, process improvement, and better client service in accounting firms
The importance of customizing documentation to meet the specific needs of clients
Fo...
2023-06-281h 00The CPA Advisory ShowHow to Make Yourself Really Lucky with Jason "The Human API" StaatsJeremy and Chris welcome special guest Jason "The Human API" Staats (@JStaatsCPA on Twitter, and yes we are working hard to get that nickname to stick). Jason is the name, face, voice and genius behind Jason Daily, a daily YouTube show which talks about how to move the profession forward, with a focus on tech and AI. The key takeaways from the episode (courtesy of ChatGPT) are:
The conversation starts with a discussion about the purpose of the show and the desire to have more authentic conversations about accounting from a non-corporate perspective.
The topic shifts to the ch...
2023-06-211h 11The CPA Advisory ShowStarting and Running an Accounting Firm: Tips and Strategies from Tailor Hartman
Jeremy and Chris welcome special guest Tailor Hartman (@TailorCPA on Twitter). Tailor is the founder at Celerity, which focuses on bookkeeping and custom reporting. The key takeaways from the episode (courtesy of ChatGPT) are:
Tailor's accounting experience, his virtual accounting firm, and the services he provides to small and medium-sized businesses.
Practical tips for CPAs looking to start their own advisory firm, including the types of clients to target and how to effectively market services.
Strategies for streamlining accounting and bookkeeping work, including the use of AI technology, transcription services and outsourcing.
Pricing strategies and factors to consider wh...
2023-06-181h 01The CPA Advisory ShowIterating Through The Hiring Process with Nicole DavisJeremy and Chris welcome special guest Nicole Davis (@wifemomcpa100 on Twitter). Nicole is the Chief Hello Officer at
Butler-Davis Tax & Accounting, LLC, which focuses on CAS and tax. We apologize in advance that we didn't cover Nicole's undying love for Buc-ee's in more detail. Nevertheless, the key takeaways from the episode (courtesy of ChatGPT) are:
Nicole's experience working in corporate accounting and how it translated into small business accounting.
The decision to start her own firm and the challenges she faced during the process.
The importance of continuous learning and networking in the accounting industry.
Nicole's approach to hi...
2023-06-071h 08The CPA Advisory ShowDeveloping & Implementing Tech in an Advisory Firm with Devin O'BrienCelebrating ONE YEAR! Our 52nd weekly episode...
Jeremy and Chris welcome special guest Devin O'Brien (@devin_j_obrien on Twitter). Devin is the founder at Kordis, which is a virtual CFO firm that also develops custom software. The key takeaways from the episode are:
The challenges of developing accounting software, particularly using developers without a technical accounting background.
The importance of bookkeeping quality and the chart of accounts for effective accounting.
The need for software developers to understand accounting in order to create software that is easy for business owners to use.
The...
2023-05-3159 minThe CPA Advisory ShowThe Silver Bullet in Advisory Conversations with Adam HaleJeremy and Chris welcome one of the Godfathers of CAS, special guest Adam Hale. Adam is a co-founder at Summit CPA, now part of Anders CPAs. The key takeaways from the episode are:
The importance of being intentional and curious when asking questions to clients and understanding their businesses.
The benefits of implementing a productized service offering in public accounting and using cloud accounting tools to deliver it.
The value of synthesizing information from various sources to improve business performance and maintain client relationships.
The challenges associated with muddling through and figuring out the accounting business on one's...
2023-05-241h 02The CPA Advisory ShowWhat Effective Financial Leadership Looks Like In A Crisis with Mike Moise
This podcast episode features special guest Mike Moise (@mavidormike on Twitter). We discussed various topics related to running an accounting firm, including the importance of being a wartime advisor or CFO, focusing on clients that add value to the firm, and the challenges of forecasting cash flow. The conversation emphasized the need for proper bookkeeping and tracking to be able to answer questions from board members and stakeholders. We also discussed the increasing demand for fractional CFO advisory work and the importance of being able to influence the finance function at customer companies. Be sure to check out what M...
2023-04-0556 minThe CPA Advisory ShowThe CPA, AICPA & the Value of an Awesome Community with Sandy JohnsThis podcast episode features special guest Sandy Johns (@SandyRevolution on Twitter) about various topics related to accounting and advising. The conversation covers topics such as the value of advising customers, the benefits of forming small groups to discuss issues, and the importance of staying up-to-date with industry news and trends. The Jeremy, Chris and Sandy also share personal anecdotes and insights throughout the episode. The main topics of the episode are:
Our advisory roles and how we do (or not) market our services based on it.
The benefits of being part of a small firm group and how...
2023-03-291h 12The CPA Advisory ShowEver heard an accountant rap before? Featuring special guest Scott ScaranoJeremy and Chris are going back to high school with special guest, the Scott Scarano (@scottscarano on Twitter). Scott is the janitor at Accounting High (also https://www.accountinghigh.com/). He's also the only accountant we know that raps. Stay tuned until the end of the episode for the world premiere of Scott's new rap song! The key takeaways from the episode are:
Why and how accountants that think outside the box will thrive
The rise of the gig economy and how it will impact the profession
How does Scott define CAS?
Soft skills for accountants? Really?
How focu...
2023-03-221h 08The CPA Advisory ShowHow Kelly Ward Goes Above and Beyond for Her Clients in AlaskaIn this episode of the CPA Advisory Show, Chris Hervochon, CPA, CVA and Jeremy Wells, CPA, EA are joined by special guest Kelly Ward (@kellywardcpa on Twitter) to discuss the current trends in cloud accounting. They discuss how to package and price services, the challenges of remote staffing, and how to find support in the profession. They also provide a shameless plug for their earlier episode, "Feeling Lost In Running Your Firm? Here's How to Get Help." Tune in to hear more about the ever-changing accounting landscape.
The top takeaways from the episode are:
How the...
2023-03-081h 04
The Fresh Squeez PodcastJeremy's Japan Trip Part 2: Kyoto - Ep #44For part two in a three-part series, we talk about Jeremy's second stop on his Japan trip, the city of Kyoto. Listen in as we breakdown all the sights, food and events from this richly cultural city of the country.
View photos & videos from the trip on Youtube:
https://www.youtube.com/channel/UCvRBSTXZpfXVfAeWm3f1YFQ
Instagram: https://www.instagram.com/freshsqueezpod/
Twitter: https://twitter.com/freshsqueezpod
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2023-01-3040 min
The JWellsCFO ShowCash Flow Management for Creative Entrepreneurs: Your First PriorityIn this episode, host Jeremy Wells, CPA, discusses why cash flow is the first priority for creative firm owners and why a basic accounting system is critical to manage it effectively.
Cash flow is the movement of money into and out of your business. You need cash to pay your bills, invest in your business, and meet your financial goals.
Creative firms face unique challenges that affect cash flow, such as irregular income, high expenses, slow payments, competition, and the personal needs of owners. Therefore, it's important for creative firm owners to be proactive, flexible...
2023-01-1139 minThe CPA Advisory ShowHow to Automate Advisory Services with ChatGPT, GPT-3 and MakeIn this episode of the podcast, Jeremy and Chris dive into the ChatGPT craze based on this video that Chris posted on Twitter/YouTube. The key takeaways from the episode are:
What is ChatGPT and what isn’t it?
What are some ideas to embed GPT-3 and Chat GPT into advisory services?
What is the difference between GPT-3 and ChatGPT?
What are some of the risks with using ChatGPT and GPT-3 in your firm?
What questions would ChatGPT ask an accountant about ChatGPT?
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
...
2023-01-111h 13The CPA Advisory ShowUnpacking The Subscription Business Model For Firms with Ron BakerJeremy and Chris are kicking off 2023 with a bang with special guest, the legendary Ron Baker (@RonaldBaker on Twitter). Ron is the co-host of The Soul of Enterprise podcast, along with friend-of-the-show Ed Kless, Ron is also the author of 7 best selling books, soon to be 8 with Time's Up, and a true thought-leader in the profession. The key takeaways from the episode are:
The difference between a subscription model and a recurring fixed fee model
"Plusing" your services and selling the promise of enhanced future value
KPIs for the subscription model
The P&L for this model gets...
2023-01-041h 05The Fresh Squeez PodcastJeremy's Japan Trip Part 1: Tokyo - Ep #43Tune in to hear all about Jeremy's big trip to Japan! For the first episode in a three-part series, we talk about his first stop in the city of Tokyo. From the city life to the beautiful landscapes and much more, there's a lot of excitement to tell from Japans capital.
View photos & video from the trip on Youtube:
Youtube: https://www.youtube.com/channel/UCvRBSTXZpfXVfAeWm3f1YFQ
Follow us on:
Instagram: https://www.instagram.com/freshsqueezpod/
Twitter: https://twitter.com/freshsqueezpod
Buy our...
2022-12-301h 02The CPA Advisory Show2022 Year-End Wrap-UpIn this episode of the podcast, Jeremy and Chris reflect on 2022 and what it has been like starting a podcast. The key takeaways from the episode are:
What we learned starting a podcast in 2022
Our favorite episodes that we recorded this year and some key takeaways
Where we are taking the podcast in 2023
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon
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2022-12-2854 minThe CPA Advisory ShowWhy Accounting Firms Are Great Investments & How to Acquire One with Patrick DichterIn this episode of the podcast, Jeremy and Chris speak with special guest Patrick Dichter (@PatrickDichter on Twitter). Patrick is not an accountant by trade, but saw an opportunity to acquire and operate accounting firms. The key takeaways from the episode are:
Why accounting firms are a good investment - an outside perspective
Key considerations when acquiring a firm
The three components of change management
What makes a firm an attractive acquisition, especially for a non-CPA
Key considerations when combining firms
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris...
2022-12-2149 minThe CPA Advisory ShowFeeling Lost In Running Your Firm? Here's How to Get Help.Running a firm can be lonely. And stressful. In this episode of the podcast, Jeremy and Chris discuss what type of help you might need and where to get it. The key takeaways from the episode are:
The 7 focus areas in your firm where you are likely to need help.
Resources to get help on these focus areas
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon
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2022-12-151h 03The CPA Advisory ShowNot Sure Which KPIs to Track In Your Firm? We Have 10 Ideas.In this episode of the podcast, Jeremy and Chris each discuss the KPIs they keep track of in their firms. The key takeaways from the episode are:
The top 5 KPIs that both Jeremy and Chris (10 total) keep track of
What KPIs are used for
What makes a good KPI
The data sources in their firms that allow them to measure their KPIs
The benefits of tracking quantitative and qualitative KPIs
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon
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2022-12-071h 00The CPA Advisory ShowIs Your Customer Discovery Process Costing You Money?In this episode of the podcast, Jeremy and Chris discuss Black Friday and Cyber Monday and why your firm should be offering discounts (j/k no it shouldn't). They also dive deep into the customer discovery process. The key takeaways from the episode are:
Whether or not your firm should be offering discounts to drum up new business
The ways your firm is unintentionally discounting your services
The benefits of a solid customer discovery process in your firm
Ideas for a successful customer discovery process
Who should be managing the discovery process in your firm?
Follow the...
2022-11-3053 minThe CPA Advisory ShowUnpacking The 2022 Practice Excellence ReportIn this episode of the podcast, Jeremy and Chris unpack the 2022 Practice Excellence Report, talk about their experiences with their AICPA PCPS Small Firm Groups and how they are preparing their firms for the year ahead. The key takeaways from the episode are:
What is an AICPA Small Firm group and how can it be helpful?
All about the "dip" (years 2 to 5)
What should your expectations be for your firm as you're starting out solo and looking to grow?
What is the definition of "firm excellence?"
Ideas for the year ahead to move your firm forward
Follow...
2022-11-231h 00The CPA Advisory ShowHow to Build a High Value Tax Advisory Firm with Jackie MeyerIn this episode of the podcast, Jeremy and Chris speak with special guest Jackie Meyer (@JackieMeyerCPA on Twitter). Jackie is a tax advisory savant and also the founder of a tax planning software, TaxPlanIQ. The key takeaways from the episode are:
How to identify ideal clients for your advisory services
What a profitable tax advisory engagement looks like
How to set boundaries in your firm and with your clients
The first tactical step to move yourself from “stuck” to a profitable, manageable firm
How software can assist in a tax planning engagement
Follow the show on Twitter @CPAA...
2022-11-1650 minThe CPA Advisory Show25 Automation Ideas to Enhance Advisory Services with Chad DavisIn this episode of the podcast, Chris nerds out (in Jeremy's absence) with special guest Chad Davis (@ChadDavis on Twitter). Chad needs no introduction as an automation pioneer in the accounting space and a co-host of the Automation Town podcast. The key takeaways from the episode are:
25(ish) ideas for automation to enhance your advisory offering
Do you need to be an automation expert to make headway?
Apps you can use to create automation without knowing how to code
Examples of how to think through how to automate a process
Is automation in an advisory practice limited to...
2022-11-091h 01The CPA Advisory ShowAcquiring a Firm with Rachel FischIn this episode of the podcast, Jeremy and Chris speak with special guest Rachel Fisch (@FischBooks on Twitter). Rachel is #TaxTwitter famous, is known for speaking all over the place and is the new owner of Realty Tax. The key takeaways from the episode are:
What types of accountants are best equipped to deliver CAS?
How Rachel identified a firm to acquire
The types of experience and knowledge Rachel thinks are key to the acquisition process
The difference between being “in the cloud” vs. having a cloud mindset
Rachel’s plan and rationale for transforming her firm going forwar...
2022-11-021h 04The CPA Advisory ShowGoing From Firm Owner to SaaS Entrepreneur with Kelly MannIn this episode of the podcast, Jeremy and Chris speak with special guest Kelly Mann (@TheCPAMann on Twitter). Kelly is a 2018 graduate of the AICPA Leadership Academy, firm owner and now a SaaS entrepreneur (AuditMiner). The key takeaways from the episode are:
The high-level steps Kelly took to start a technology company
How to "move off the solution" and listen to your current and potential customers
The direction of technology in the accounting space based on Kelly’s experience at the AICPA Executive Roundtable
Why small firms are the way of the future
Why “not having enough time” isn’t...
2022-10-2651 minThe CPA Advisory ShowHow CPAs Can Participate in M&A Advisory with Alan HettingerIn this episode of the podcast, Jeremy and Chris speak with special guest Alan Hettinger (@AlanHett on Twitter) on a wide range of topics. Alan is an Accounting Manager for, and specializes in, a SaaS company. The conversation starts with Alan's thoughts as far as how software will impact the accounting industry, then transitions into an in-depth conversation about how accountants can add value during the mergers and acquisition (M&A) process. If you're offering advisory in your firm, this is sure to be a valuable conversation. The key takeaways from the episode are:
Alan's thoughts on the...
2022-10-1953 minThe CPA Advisory ShowSubscriptions For Professional Service Firms with Attorney Jon TobinIn this episode of the podcast, Jeremy and Chris speak with special guest Jon Tobin (@jontobinla on Twitter). John is a California-based attorney who offers subscription-based legal services. If attorneys can offer subscription-based services, so can accountants. The key takeaways from the episode are:
Why John decided to move away from the billable hour
Modeling capacity for a professional services firm that’s just getting started with an alternative revenue model
The metrics to track for profitability of subscription services in a professional services firm
How to get over the fear of moving to a new revenue model
Wh...
2022-10-1252 minThe CPA Advisory ShowBudgeting As A Service (BaaS?)In this episode of the podcast, Jeremy and Chris discuss the what and how of offering business budgeting services to customers. The key takeaways from the episode are:
The timing and process of putting together a budget for customers
The tools you can use to build budgets for your customers
The difference between budgeting and forecasting and how they apply to CAS
What does coherence mean within the context of a budget?
How to bill customers for budgeting services
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on...
2022-10-0554 minThe CPA Advisory ShowEfficient or effective? Profitability in accounting firmsAs accountants, we want to make sure our firms run efficiently and profitably, but are those the right goals? Jeremy and Chris make a case for pivoting to effectiveness rather than efficiency and discuss how to measure effectiveness in your firm.
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon
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2022-09-2853 minThe CPA Advisory ShowTo Change The Accounting Profession, First Change The Language with Ed KlessIn this episode of the podcast, Jeremy and Chris welcome knowledge economy extraordinaire Ed Kless (@edkless on Twitter) to the podcast. Ed, along with his co-host Ron Baker, hosts The Soul of Enterprise podcast every Friday. Ed is a staple at accounting conferences as an engaging presenter and has been a pioneer in notable areas such as timesheets and value pricing. The key takeaways from the episode are:
The top books for new firm owners and those firm owners that want to throw out their timesheets
Why we need to thoroughly explore what matters before we explore the “ho...
2022-09-211h 01The CPA Advisory ShowPractice Management Software vs. Ticketing Software For Firm ManagementIn this episode of the podcast, Jeremy and Chris talk about their different approaches to workflow management, capacity management and engagement management. The key takeaways from the episode are:
· How ticketing software can be used to manage the workflow of a firm.
· What is practice management software?
· What’s the difference between practice management software and project management software?
· The importance of tracking the history of client engagements – digitally!
· How these platforms can help you share information across the team
· Are we still using email or are we using one of these other systems?
· How does the month end close t...
2022-09-1448 minThe CPA Advisory ShowThe Month-End Close Process For CASIn this episode of the podcast, Jeremy and Chris talk about their different approaches to closing the books for clients within their CAS services. The key takeaways from the episode are:
What is the purpose of the month-end close?
What processes are included in the month-end close?
What tools do we use during the close process?
What does the timing of the close look like?
Use cases for bots in the close process
Follow Jeremy Wells on Twitter @jwellscfo and Chris on Twitter @chrishervochon.
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2022-09-0745 minThe CPA Advisory ShowOffering & Pricing New ServicesIn this episode of the podcast, Jeremy and Chris talk about how to decide when to offer a new service in your firm and how to price it. The key takeaways from the episode are:
What services should you, or shouldn’t you offer and why?
What’s the first question you should yourself before offering a service to the marketplace?
How to price a new service offering when you don’t have any experience delivering it.
How do new services interplay with the subscription model?
How to "buy" the ability to have your clients be your guinea pig.
...
2022-08-3141 minThe CPA Advisory ShowTrust-based Marketing with Shannon Weinstein, CPAIn this episode, for the first time ever, we have a guest with their own #1 podcast (in Nmibia!). Shannon Weinstein, CPA is the owner of Fitnancial Solutions, a virtual CPA firm providing CFO and tax strategy services to entrepreneurs. There are a ton of takeaways in this episode, among them:
Can subscription models work with any industry niche?
How to build trust with clients
How Shannon sold $20K in services last month with text message marketing (it's not what you think)
Should you firm use a copywriter? A copywriter...what!?!?
Newsletter marketing (don't call it a newsletter!)
Leveraging "...
2022-08-2554 minThe CPA Advisory ShowEfficient and Effective Operations For Professional Service Firms with Alyson CaffreyAlyson Caffrey of Operations Agency, is the founder of Operations Agency and co-creator of the Operations Simplified™ Framework. As a fractional COO for many high-growth businesses, Alyson fell in love with the results that clear ops bring to a service business. She and the team at Operations Agency are determined to help businesses thrive profitably, serve more clients and create high-performing teams. When it comes to streamlining the operations of a professional services firm, Alyson knows her stuff. Additionally, her website has a ton of free resources which we encourage you to check out.
In this episode Jer...
2022-08-1752 minThe CPA Advisory ShowBuilding a "Functional Ponzi Scheme" (Offshoring) with Michael Meihaus, part 2In this episode of the CPA Advisory Show Jeremy and Chris talk again with Michael Meihaus, CPA for another interesting discussion:
What was it like to build out an office overseas?
What are the common pitfalls of managing an offshore staff?
How is managing an offshore staff different than managing a U.S.-based staff?
What should we be thinking about with data security when we offshore?
Tips for interviewing offshore talent
You can find Jeremy (@JWellsCFO) and Chris (@ChrisHervochon) on Twitter.
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2022-08-1042 minThe CPA Advisory ShowSubscription Offerings for CAS and Tax ServicesIn this episode of the CPA Advisory Show Jeremy and Chris will discuss:
What is a subscription model in an accounting firm?
Can tax work be done on a subscription basis?
Should subscription services have limits?
What are some ideas to mitigate sources of friction in subscription services?
Can you do subscriptions without having a niche?
Some ideas to manage capacity within a subscription type model.
Thoughts on managing team members in a firm that is subscription focused.
You can find Jeremy (@JWellsCFO) and Chris (@ChrisHervochon) on Twitter.
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2022-08-0344 minThe CPA Advisory ShowOur Top Books to Learn and Deliver Advisory ServicesIn this episode, both Jeremy and Chris provide their respective "top 5" lists to learn and deliver advisory services. There is a good mix of books that cover both technical and soft skills, but it may surprise you just how much these books fall into the latter category. Both Jeremy and Chris provide their top takeaways from each book and engage in meaningful back and forth.
Regardless of whether you read these books or not, there are plenty of takeaways that you can use to run a better CAS (or is it CAAS?) practice.
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2022-07-201h 01The CPA Advisory ShowThe Intersection of CAS and Corporate Finance with Andrew LynchIn this episode of the CPA Advisory Show Jeremy Wells (@JWellsCFO) and Chris Hervochon (@ChrisHervochon) welcome special guest Andrew Lynch (@AndrewGLynch). This episode unpacks what it's like to work in a corporate FP&A environment and how that translates into delivering CAS services.
Some key takeaways from the episode:
How to get good at bridging technical gaps between technical and non-technical consumers
How FP&A applies to advisory
How to think about adding non-financial metrics to your client’s reporting
Why cloud-based reporting systems is important for automation and business intelligence
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2022-07-1346 min
The CPA Advisory ShowHow to find and keep CAS clientsJeremy and Chris review what CAS means:
C: Client/Cloud
A: Accounting/Advisory
S: Services
They discuss who should lead the relationship between advisor and client and how they decide whether to work with a prospect or not.
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2022-06-0833 minThe CPA Advisory ShowWhat does CAS mean to you?Jeremy Wells, CPA, EA, and Chris Hervochon, CPA, CVA, sit down to discuss what CA(A)S means to them in this inaugural episode of The CPA Advisory Show. Chris and Jeremy each run their own small accounting and advisory firms.
They settle on a simple call to action for current and future advisors: “Just be helpful.”
This episode’s actionable steps to increase your firm’s advisory value:
From Chris: Reach out to your clients and ask them what's going well, what's not going well, and how can we be most helpful.
Fr...
2022-06-0135 min
The CPA Advisory ShowTrailerHi, I'm Jeremy Wells, CPA, cohost of the CPA Advisory Show. Along with my co-host Chris Hervochon, CPA, we'll be talking about advisory services, building and running an advisory firm, and how we use advisory services to help our clients. We look forward to sharing many great episodes with you. Thanks for listening.
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2022-05-2500 min
Day Drinking With DogJeremy Roemer joins the showJeremy talks Crypto and his official Russ Davis pick MINE Token!
2022-03-211h 01Day Drinking With DogJeremy Roemer Joins the ShowJeremy explains MCU crypto and the new MCM token launching Sunday! And how Demolition Man mirrors todays society
2021-12-1039 min
The Fresh Squeez PodcastBigfoot, Mothman & Other Urban Legends with Guests Natalie & Brittany - Ep #21This week we discuss with our friends and urban legend enthusiasts Natalie and Brittany to delve deep into the conspiracies of various regional legends. We relate facts, stories and an opinionated discussion on all things creepy creature related, plus Jeremy exposes a secret government organization. (See the video interview on Youtube)
Youtube: https://www.youtube.com/channel/UCvRBSTXZpfXVfAeWm3f1YFQ
Buy our Merch: https://www.redbubble.com/i/t-shirt/The-Fresh-Squeez-Podcast-by-JWGraphics/72780788.LKP5W
Visit our website: https://freshbeatsrecords.wixsite.com/freshsqueez
Follow us on:
Instagram: https://www.instagram.com/freshsqueezpod/
Twitter: https://twitter.com/freshsqueezpod
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2021-10-151h 01The Fresh Squeez PodcastOur Favorite Vacation Experiences - Ep #2Justin & Jeremy recall some of their most memorable trips and vacation experiences and what made them so great. This includes Hollywood California, Star Wars Celebration in Orlando Florida, family camping trips plus our own list of places we hope to visit one day. All this and more on this weeks episode.
Visit our website:
https://freshbeatsrecords.wixsite.com/freshsqueez
Follow us on:
Instagram: https://www.instagram.com/freshsqueezofficial/
Twitter: https://twitter.com/freshsqueezpod
Youtube: https://www.youtube.com/channel/UCvRBSTXZpfXVfAeWm3f1YFQ
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2021-02-1251 minThe Fresh Squeez PodcastWelcome To The Show! Ep #1For our first episode of The Fresh Squeez Podcast, Justin & Jeremy discuss the history of the Fresh Squeez brand, the inspiration behind their interpretive mixtape, a little about themselves and the future of the podcast.
Visit our website: https://freshbeatsrecords.wixsite.com/freshsqueez
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2021-02-0220 min
Good Day, Sir! Show, a Salesforce PodcastLinkedIn VulturesIn this episode, we are joined by Scott Wells, creator of the Illuminated Cloud IDE, to share our thoughts, opinions, and reactions to announcements and features highlighted at the TrailheadDX virtual conference.Special Guest: Scott Wells.Links:Illuminated CloudWhy the New DevOps Center in Salesforce Is Awesome for Admins - Salesforce AdminsIntroducing Salesforce Code Builder | Developer Force BlogAmazon Chime SDK to power video for new Salesforce Anywhere application | Business ProductivityIntroducing Salesforce Anywhere - Salesforce.comMicrosoft to close retail stores
2020-06-271h 49The JWellsCFO Show#JWellsCFOShow Ep.28 – Real Estate & Learning How To Grow A Business With AngelaJoin us as we discuss with Angela Olmos, an experienced Realtor with a demonstrated history of working in the real estate industry. Angela has worked directly with New Home builders in the North East Florida area as a New Home Consultant and Sales Agent. Skilled in Sales, Relocation, Working with First-Time Home Buyers, New Home Sales, and Deal Closure. Strong business development professional with a strong focus on digital marketing. A great episode for any professional interested in real estate. You can follow Angela here: https://www.linkedin.com/in/angela-olmos-8b67265a/ http://angelaknowsrealestate.com/ Welcome to the SHOW...
2020-03-1737 minThe JWellsCFO Show#JWellsCFOShow Ep.27 – The Truth About Florida Real Estate With Nick SalterNicholas (Nick) Salter is a well sought after, multi-million dollar producing Real Estate professional. He grew up watching his family cultivate an established real estate firm in south Florida which drives Nick's confidence and passion for the industry.
A great episode for any professional interested in real estate.
You can follow Nick here: https://www.linkedin.com/in/nickdsalter/ Welcome to the SHOW! Premiering every Monday.
Feel free to add your take on anything mentioned. Find Jeremy Wells here:
https://twitter.com/JWellsCFO?s=1
https...
2020-03-0925 minThe JWellsCFO Show#JWellsCFOShow Ep.27 – The Truth About Florida Real Estate With Nick SalterNicholas (Nick) Salter is a well sought after, multi-million dollar producing Real Estate professional. He grew up watching his family cultivate an established real estate firm in south Florida which drives Nick's confidence and passion for the industry.
A great episode for any professional interested in real estate.
You can follow Nick here: https://www.linkedin.com/in/nickdsalter/ Welcome to the SHOW! Premiering every Monday.
Feel free to add your take on anything mentioned. Find Jeremy Wells here:
https://twitter.com/JWellsCFO?s=1
https://www.linkedin.com/in/jwel...
2020-03-0925 minThe JWellsCFO Show#JWellsCFOShow Ep.26 – Advancing Your Career & Residential Sales With Jennifer IsenbergJennifer Isenberg is a licensed real estate broker and been in real estate since January 2015. Her Bachelor of Business Management degree is from the University of Central Florida and her Master of Business Management degree is from Stetson University. We discover her business and discuss advancing your career. You can follow Jennifer here: https://www.linkedin.com/in/jenniferisenbergrealtor/ Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage/ https://www.jwellscfo.com/ See the...
2020-03-0343 minThe JWellsCFO Show#JWellsCFOShow Ep.25 – Residential Real Estate with Matt VaughnMatt is realtor based out of Nashville, TN... and he makes some valuable points for you as we discover more about the market. You can follow Matt here: https://www.linkedin.com/in/matthew-vaughn-a60614ab You can reach put to Matt directly: mvaughn@scoutrealty.com Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage/ https://www.jwellscfo.com/ See the end of this episode for suggestions, comments, and even guests!
2020-02-2434 minThe JWellsCFO Show#JWellsCFOShow Ep.24 – Real Estate Appraisal, Family Aspects, & Property Values with Meredith YoungMeredith is a REALTOR, and a Certified Residential Appraiser with over 18 combined years of experience. She has broad expertise of the Metro Atlanta area and has knowledgeable insight into property values. Meredith is currently very productive in both of her careers as a REALTOR and an Appraiser. You can follow Meredith here: https://www.linkedin.com/in/meredith-young-rcs-d-7314a8a0/ Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage/ https://www.jwellscfo.com...
2020-02-2439 minThe JWellsCFO Show#JWellsCFOShow Ep.23 – Real Estate Staging & Realty with Kevin Grant of Sell or Dwell?In addition to being a licensed Realtor, Kevin's wife and business partner, Adrienne, is a certified Real Estate Stager. All of their listings include FREE home staging services to get their client's homes ready to show and sell FAST!
There is tons of valuable information in this interview for those who have been concerned about marketing their home or properties with all the competition out there these days.
You can follow Kevin here: https://sellordwelljax.com/team/kevin-grant-licensed-real-estate-sales-associate
Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything me...
2020-02-1030 minThe JWellsCFO Show#JWellsCFOShow Ep.22 – Inspiration From Kara Joseph, Wine SommelierWelcome to a conversation with Kara Joseph, inspiration from wine & business. Listen for more. You follow Kara here: https://www.bewineinspired.com/ Welcome to the SHOW! Premiering every Monday.
Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1 https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/
See the end of this episode for suggestions, comments, and even guests!
2020-02-0430 minThe JWellsCFO Show#JWellsCFOShow Ep.21 – A Real Estate Agent Making A Name For Himself In Atlanta, with A.J. EllisonWelcome to a conversation with A.J. Ellison, a newly licensed real estate agent who just moved to Atlanta, GA to pursue his dreams and make a name for himself in Atlanta.
Check out A.J. on Instagram here: https://www.instagram.com/a.j.ellison/
Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1
https://www.linkedin.com/in/jwellscfo/
https://www.facebook.com/JWellsCFOPage/
https://www.jwellscfo.com/ See the end of th...
2020-01-2720 minThe JWellsCFO Show#JWellsCFOShow Ep.20 – What Most Businesses Miss PT.2, with Jeremy WellsWelcome to a chat with owner/founder, Jeremy Wells, as he wraps up last week's crucial topic on what most businesses tend to neglect. Be sure to pay attention as getting this right, can actually increase the value of your business. If you already know what Jeremy is talking about, then why haven't you done it. If you didn't know what Jeremy was talking about, then comment below and let us know what yours is. Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1...
2020-01-2029 minThe JWellsCFO Show#JWellsCFOShow Ep.19 – What Most Businesses Miss, with Jeremy WellsWelcome to a chat with owner/founder, Jeremy Wells, as he breaks down what most businesses tend to neglect. Be sure to pay attention as getting this right, can actually increase the value of your business. If you already know what Jeremy is talking about, then why haven't you done it. If you didn't know what Jeremy was talking about, then comment below and let us know what yours is.
Welcome to the SHOW! Premiering every Monday. Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1
...
2020-01-1327 minThe JWellsCFO Show#JWellsCFOShow Ep.18 – The Truth About Marketing with Elizabeth PampaloneElizabeth Pampalone is an Engaging Speaker, Successful Entrepreneur, Master Networker and Trusted Business Adviser with over 20 years of experience all meticulously sculpted to equip business visionaries to achieve success through the power of Absolute Marketing. You can apply much of what she says to your business in 2020!
Welcome to the SHOW! Premiering every Monday.
Connect with Elizabeth Pampalone here: https://www.linkedin.com/in/elizabethpampalone/
Feel free to add your take on anything mentioned.
Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=1
https://www.linkedin.com/in/jwellscfo/
2020-01-0643 minThe JWellsCFO Show#JWellsCFOShow Ep.17 – The Sales Strategist For Introverts, Ashley HarwoodAshley Harwood not only has real estate experience at Keller Williams, she also helps introverts understand and utilize their unique strengths to be even more successful in sales. Ashley is a fierce advocate for introvert entrepreneurs. She is passionate about empowering introverts to be as successful as they choose to be, while still enjoying their lives, every day. She is the creator of The Quiet Success Workshop, The Quiet Success Programs, and founder of The Quiet Success Retreat. Ashley teaches introvert entrepreneurs how their energy affects their bank account.
She has taught hundreds of entrepreneurs throughout the c...
2019-12-3038 minThe JWellsCFO Show#JWellsCFOShow Ep.16 – Building An Insurance & Marketing Agency For Mortgage Brokers w/ Luis AlemanLuis Aleman runs an independently owned and operated multi-line Insurance Agency dedicated to insuring your everyday life. Unlike most agencies they are not obligated to use only one insurance company. He strives to build lasting relationships with his clients by, working with you to identify insurance options that are right for you and your family, explain coverage options, assist and guide you through claims and other customer service needs, use his experience and insurance relationships to customize your policies to meet your needs, & treat you as a person and not another policy. You may be able to apply much...
2019-12-2328 minThe JWellsCFO Show#JWellsCFOShow Ep.15 - EXP Realty & Buying/Selling Homes with Melissa Cruz, Broker AssociateMelissa Cruz tells us about her experience working with EXP Realty & what she has learned from educating and helping her customers through the process in purchasing and selling a home, ultimately helping you reach your goals! You may be able to apply much of what she says to your business. Welcome to the SHOW! Premiering every Monday. Connect with Melissa Cruz here: https://www.facebook.com/cruzm19/ Feel free to add your take on anything mentioned. Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=17 https://www.linkedin.com/in/jwellscfo/ https://www.facebook.com/JWellsCFOPage/ https://www.jwellscfo.com/ See the end of this episode for suggestions, comments, and even guests!
2019-12-1742 minThe JWellsCFO Show#JWellsCFOShow Ep.14 - Building Wealth From Rentals with Real Estate Investor Ashley KehrAshley sits down with Jeremy & shares how she structures her investments, how she pitches her deals, and how she’s finding deals. Ashley gives great advice for what most people get wrong about investing.
You may be able to apply much of what she says to your business.
Welcome to the SHOW! Premiering every Monday.
Connect with Ashley Kehr here: https://www.instagram.com/wealthfromrentals/?hl=en
Feel free to add your take on anything mentioned.
Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=17
https://www.linkedin.com/i...
2019-12-1036 minThe JWellsCFO Show#JWellsCFOShow Ep.13 - What Realtors Can Learn From Bartending & Bigger Firms with Nicole GarrityNicole Garrity is an expert real estate agent with Keller Williams Realty-Metropolitan in Bedford, NH and the nearby area, providing home-buyers and sellers with professional, responsive and attentive real estate services.
You may be able to apply much of what she says to your business.
Welcome to the SHOW! Premiering every Monday.
Connect with Nicole Garrity here: https://www.facebook.com/ABODEteamRealtor/
Feel free to add your take on anything mentioned.
Find Jeremy Wells here: https://twitter.com/JWellsCFO?s=17 https://www.linkedin.com/in/jwellscfo/ https...
2019-12-0337 minThe JWellsCFO Show#JWellsCFOShow Ep.12 - Wealth & Investment Advisory with Jessie Tee from The Jessie Tee ShowJesse is the founder of 46 & 2 Wealth Partners, a fee only registered investment advisory firm. Their business ethos is rooted in helping people explore the wisdom of true wealth.
Jesse also hosts The Jesse Tee Show. A mindset focused podcast that teaches anyone hunting greatness in business, health and wellness and in relationships the secrets to success.
You may be able to apply much of what he says to your business.
Welcome to the SHOW! Premiering every Monday.
Connect with Jessie Todisco here:
https://www.linkedin.com/in/jessetee/
2019-11-2529 minThe JWellsCFO Show#JWellsCFOShow Ep.11 - Exceeding Expectations of Mortgage Loan Originating with Matt HartmanYou hear a discussion with Matt Hartman today where we discover more about the business of mortgage lending and he gives some key insights on how Heroes Home Loans is unique.
You may be able to apply much of what he says to your business.
Welcome to the SHOW! Premiering every Monday.
Connect with Matt Hartman here:
https://www.linkedin.com/in/matthew-hartman-bb61b4169/
Feel free to add your take on anything mentioned.
Find Jeremy Wells here:
https://twitter.com/JWellsCFO?s=17
https...
2019-11-1939 minThe JWellsCFO Show#JWellsCFOShow Ep.10 - How to Grow Your Real Estate Brand Using Social Media with Chelsea PeitzChelsea creates simple, repeatable processes that help new and seasoned professionals generate revenue-based conversations through social networks with exclusive content and coaching.
What can you learn from Chelsea?
* How to grow personal brand awareness that ATTRACTS top prospects
* How to generate more referral business in under 10 minutes per day
* Quantifiable results in the form of new business and increased revenue
* Proven curriculum for maximum efficiency and effectiveness
Enjoy this interview with her as we talk about implanting these processes and systems...
2019-11-1137 minThe JWellsCFO Show#JWellsCFOShow Ep.9 - Bookkeeping, Winning Systems, & Building Your Business with Diane DenholmDiane's expertise includes using strategic planning, business process improvement, human capital management, financial and performance management, acquisition management and program/project management to help increase profitability. Now she focuses on helping small businesses manage their finances through effective and efficient bookkeeping, reporting, analysis and operational support.
Enjoy this interview with her as we talk about implanting these processes and systems in businesses like yours.
Welcome to the SHOW! Premiering every Monday.
Connect with Diane here:
https://www.linkedin.com/in/diane-denholm-pmp-954a709/
2019-11-0439 minThe JWellsCFO Show#JWellsCFOShow Ep.8 - Real Estate & Power Couples with Fabian & Pamela VargasThey are husband and wife real estate advisors. They come from a diverse background. Pamela Vargas was born and raised in New Jersey spending most of her career in customer service. She comes from a household of military turned law enforcement. Her upbringing has embedded loyalty and kindness. She is hospitable beyond means. She is the face of the team and always has a smile!
Fabian Vargas was born in Puerto Rico, raised in Brooklyn, NY, and comes from a law enforcement background with degrees in Criminal Justice Management and Psychology. Growing up in the streets of...
2019-10-2839 minThe JWellsCFO Show#JWellsCFOShow Ep.7 - Real Estate Investing & Real Wealth Network with Kathy FettkeWith a passion for researching and sharing the most important facts on real estate and economics, Kathy is a frequent guest expert on such media as CNN, CNBC, Fox News, NPR, CBS MarketWatch and the Wall Street Journal. She is the author of the #1 best seller, Retire Rich with Rentals, and is host of The Real Wealth Show – which is a featured podcast on iTunes with listeners in 133 different countries.
Welcome to the SHOW! Premiering every Monday.
Connect with Kathy here:
https://www.realwealthnetwork.com/team-members/kathy-fettke/
Feel free to add yo...
2019-10-2140 min