Shows
From Zero to Millions: Accounting EditionMastering Workflows for Tax Professionals with Jamie GroulIn this episode, we dive into the power of streamlined processes and smart automation with Jamie Gruel, co-founder of Workflows for Tax Pros, an innovative platform born out of the need for reliable, efficient systems tailored to the unique demands of tax professionals. We get into why having solid workflows isn’t just a luxury but a necessity for any thriving practice—and how these systems can transform the client experience while freeing up precious time.We talk about the impact of automation on efficiency, and Jamie walks us through the key elements of creating client-focused workflows that...2024-12-2532 minFrom Zero to Millions: Accounting EditionForensic Accounting and Beyond with Robert NordlanderDive into the world of forensic accounting with Robert Nordlander, CPA, who shares insights from his journey of starting his own forensic accounting firm. We explore the powerful role that authoring books plays in marketing, building credibility, and establishing authority within the accounting field. Robert opens up about how writing has impacted his career, both professionally and financially. He sheds light on the real value of becoming a published author. We also take a close look at some of the more challenging aspects of forensic accounting, including unpaid payroll taxes, and discuss the critical importance of having honest conversations...2024-12-1835 minFrom Zero to Millions: Accounting EditionFrom Firm Life to Thriving Solopreneur with Josie ParrWelcome Josie Parr, a powerhouse in tax strategy and the founder of her own firm. Josie shares her journey from building her practice from scratch to establishing herself as a go-to expert in tax strategy. As we dive into her story, she reveals the unique challenges and triumphs she encountered while balancing her personal life and ambitious professional growth. She highlights the importance of setting boundaries to create a profitable lifestyle firm that works for her, not the other way around.We also get into the nuts and bolts of building a client base from the ground...2024-12-1128 minFrom Zero to Millions: Accounting EditionNavigating Entrepreneurial Waters and Creating an Accounting Community with Logan GrafIn this insightful episode, we’re joined by Logan Graf, an inspiring leader in the accounting world who’s charted a unique path to firm ownership. We dive into Logan’s journey, exploring the lessons he learned as he rose through the ranks to owning his own firm. Together, we tackle one of the most critical aspects of running a successful business—pricing. Logan shares his experience in raising client prices and the strategy behind managing client expectations to ensure every engagement is mutually beneficial.We also discuss the importance of bridging the gap between the value provided...2024-12-0428 minFrom Zero to Millions: Accounting EditionRevolutionizing Accounting: Pay Transparency with Dominic PiscopoDominic Piscopo is a CPA and entrepreneur who is here to share his journey from working in the Big Four to building his own business. Dominic gives us a behind-the-scenes look at his experiences in one of the largest accounting firms and how it influenced his transition to entrepreneurship. He also discusses the importance of transparency within these firms and offers insights on compensation and recruitment trends.We dive into the new employee dilemma and the ripple effect of turnover, highlighting how frequent job changes and incentive structures impact both firms and professionals. Dominic gives his perspective...2024-11-2732 minFrom Zero to Millions: Accounting EditionHow to Become a Trusted Advisor with Ryan BakkeRyan Bakke shares his remarkable journey from college to securing a position at a prestigious Big Four firm, to owning his firm, Tax Strategy 365. Ryan’s expertise doesn’t stop at numbers; he’s a master at building community and implementing innovative marketing strategies. We explore how he effectively engages his audience and cultivates a loyal client base, which has been essential to his success. Throughout our conversation, we touch on essential sales techniques and how Ryan has navigated the inevitable challenges that come with entrepreneurship. His candid stories and practical advice are sure to resonate with anyone looking to enh...2024-11-2033 minFrom Zero to Millions: Accounting EditionThe ROI Method of Tax Planning and Value Pricing with Jackie MeyerIn this episode, we sit down with the incredible Jackie Meyer, a powerhouse in the accounting world with a journey that’s nothing short of inspiring. Jackie takes us through her path to becoming a CPA and shares the ups and downs of her career and how she took the bold step of starting her own firm. We dive deep into the strategies that helped grow her business including her game-changing approach to value pricing—one of Jackie’s key tools for success.But that’s not all! We also explore how Jackie’s innovation led her to create...2024-11-1330 minFrom Zero to Millions: Accounting EditionBridging Traditions and Innovations in Accounting with Martin MollToday we have the pleasure to speak with Martin Moll, a remarkable professional who made the bold transition from law to accounting. Martin takes us through his journey, detailing how his passion for numbers and business led him to co-found Breakaway Bookkeeping. We explore Breakaway's innovative franchise model, which is disrupting the traditional public accounting landscape by offering unique opportunities for growth and success. Martin also shares insights into the current opportunities in public accounting and how Breakaway can help businesses to thrive.We don't stop there—Martin sheds light on the importance of outsourcing in the mo...2024-11-0624 minFrom Zero to Millions: Accounting EditionHow to Harness The Power of Personal Branding for Accountants with Chayton FarleeWe have the pleasure of talking with Chayton Farlee, an inspiring figure in the world of accounting. He takes us on a journey from his high school days to becoming a force to be reckoned with in the industry. He shares his story of discovering accounting as a career path, highlighting the pivotal moments that led him to where he is today. We dive deep into the importance of building a personal brand in the accounting field and explore how Chayton has leveraged social media to create opportunities that propelled his career forward. As he opens up...2024-10-3023 minFrom Zero to Millions: Accounting EditionWhen Does the S Corp Election Make Sense for a Business?Tax planning for S Corporations can bring high value and today we're uncovering the complexities that come with it. Together we tackle a fascinating client scenario featuring a New York attorney facing a tax dilemma with their S Corporation. As we explore the intricacies of navigating New York State’s tax system, we break down how different rules and regulations can impact businesses in unexpected ways.We’ll also walk you through another unique client scenario that illustrates the importance of personalized tax advisory services. These real-world examples shed light on why having the right advisory team can...2024-10-2323 minFrom Zero to Millions: Accounting EditionImplementing Advisory Services in Small Firms with Dave HartleyDave Hartley, CPA joins us to take us through his impressive career journey and highlight the pivotal moments that shaped his path in the industry. As a seasoned professional at Anders, he sheds light on the importance of advisory services and how they've become a game-changer for firms looking to offer more than just traditional accounting. We explore the challenges and opportunities of implementing advisory services in small firms, with Dave offering practical insights on how to make this transition smooth and effective.Technology and AI are revolutionizing every industry, and accounting is no exception. Dave shares...2024-10-1631 minFrom Zero to Millions: Accounting EditionThe Critical Role of Professional Guidance in Estate Planning with Arthur J. Conte, Esq.In this episode, we sit down with Arthur Conte, an accomplished attorney and managing partner at Hill Conte Law. Arthur takes us through his incredible journey from an aspiring lawyer to the owner of a thriving law firm. We dive into the significance of human connection in business, as Arthur shares how building genuine relationships has been a cornerstone of his success.Arthur also gives us an inside look at the specializations and services offered at Hill Conte Law, revealing the firm’s expertise in estate planning and business law. We tackle some common misconceptions in estate pl...2024-10-0933 minFrom Zero to Millions: Accounting EditionMastering State and Local Tax Compliance with Nicole McClintockIn this episode we are thrilled to welcome Nicole McClintock, the dynamic CEO of Taximize. Nicole shares her journey in the tax industry, revealing the hurdles and triumphs she encountered while establishing her innovative firm. We dive deep into the world of tax consulting, exploring how Nicole has built relationships with her clients and navigated the often complex state and local tax landscapes. Nicole provides a candid look at what it takes to succeed in this demanding field.Our conversation goes further into the impact of major tax changes and the critical importance of Nexus and compliance...2024-10-0231 minFrom Zero to Millions: Accounting EditionDo You Need a Coach on Your Entrepreneurial Journey?Get ready to dive into the fascinating parallels between coaching in business and sports. We emphasize the crucial role a business coach plays in guiding companies toward achieving their goals. We also tackle the ever-present challenge of staffing. Our discussion extends to the distinct nuances of different industries, illustrating how understanding these differences can inform better business decisions and strategies.We further explore the key elements of building a successful accounting firm, focusing on the importance of cultivating strong team dynamics and creating efficient work schedules. Effective collaboration and well-structured workflows are essential for any firm's success...2024-09-2519 minFrom Zero to Millions: Accounting EditionFrom Side Hustles to CPA Empire with Greg O'BrienWe're thrilled to welcome Greg O'Brien, the CEO of Anomaly CPA. Greg takes us on a journey through his impressive career, starting with his early days in public accounting. He shares how these experiences laid the foundation for his transition into private real estate and set the stage for his entrepreneurial journey. We dive into the story behind founding Anomaly CPA, including the initial challenges he faced and how he navigated them.Greg's journey is a masterclass in diversification and strategic focus. He talks about how Anomaly CPA has evolved, especially during the pandemic, where remote work...2024-09-1831 minFrom Zero to Millions: Accounting EditionEmpowering Futures: How to Launch Your Own Firm with Ronald WithaegarToday, we dive into the incredible journey of Ronald Withaeger. Join us as we chat about his fascinating experience as he went from working for a firm to managing and growing a full-fledged tax practice. We'll explore the challenges and strategies he employed in client retention and how purchasing a small practice became a game changer for him. Ronald shares his insights on scaling and then selling parts of the business. He also reveals his passion for empowering employees to start their own firms!Balancing family and business is no easy feat, and Ronald discusses the importance...2024-09-1128 minFrom Zero to Millions: Accounting EditionThe WealthAbility Revolution with Tom WheelwrightTom Wheelwright joins us today! Tom is a visionary in the world of tax strategy and wealth creation. His journey from early career to founding his own firm will show you what's possible and inspire you to take action. He shares information about the evolution of tax strategy and the inception of WealthAbility, his groundbreaking network that helps individuals and businesses navigate the complexities of tax planning.Tom's expertise isn't just confined to his practice; he's also a prolific author. We dive into his impressive books, each a treasure trove of insights on building wealth and mastering...2024-09-0424 minFrom Zero to Millions: Accounting EditionHighlights from Taxposium and Bridging the Gap ConferencesDive into a comprehensive recap of our recent experiences at the Bridging the Gap and the Taxposium conferences. We share our networking adventures, from insightful conversations with industry leaders to the innovative software recommendations that are reshaping our practice. As the accounting landscape continues to evolve, we discuss the rising trends in outsourcing and the global market, offering a fresh perspective on leveraging these opportunities. Finally, we reflect on what we've learned and Bilal outlines future plans to stay ahead in this dynamic field. Tune in for an engaging and professional discussion that will leave you inspired...2024-08-2819 minFrom Zero to Millions: Accounting EditionTransforming Client Experiences the TaxDome Way with Ilya RadzinkskyToday we're joined by Ilya Radzinksky, the innovative mind behind TaxDome. Ilya shares his journey and the inspiration behind TaxDome, revealing how this groundbreaking tool is revolutionizing the client experience in the accounting world. We discuss how we have integrated TaxDome into our own practices and how it's transformed the way we interact with clients and streamlined our processes!Ilya provides valuable insights into the profound impact technology is having on accounting firms, highlighting the ways it enhances efficiency and accuracy. We also explore the future of AI in accounting, considering its potential to further revolutionize our...2024-08-2129 minFrom Zero to Millions: Accounting EditionCreating a Smarter CPA Practice with Chase BirkyIn this episode we sit down with the remarkable Chase Birky to dive into his inspiring career journey. Chase shares his story from the early days of his career to the pivotal moment when he decided to establish Dark Horse CPAs, a firm that stands out with its unique and innovative business model. We explore how Dark Horse CPAs differentiates itself in the crowded accounting landscape, offering insights into its distinctive approach to client service and firm management. Chase also discusses the impressive growth of Dark Horse and shares exciting future plans for the firm, giving us a glimpse...2024-08-1432 minFrom Zero to Millions: Accounting EditionHow to Navigate International Tax with Mariya LuqmaniIn this exciting episode, we dive deep into the world of international tax with our distinguished guest, Mariya Luqmani. She is an international tax expert whose incredible journey from India to the US has equipped her with unique insights and expertise. Mariya provides invaluable advice on staying compliant with international tax regulations, which is crucial for any business operating on a global scale. Furthermore, we discuss the benefits of outsourcing and the power of collaboration in the accounting field. We emphasize how these strategies can lead to substantial growth and success.Tune in to gain...2024-08-0724 minFrom Zero to Millions: Accounting EditionFrom Conferences to ConnectionsIn this episode we dive deep into our experiences at the AICPA and Tax & Legal conferences. These events are the gold standard for professionals in our field, and we can't wait to share the invaluable insights and networking opportunities we discovered. From the high-caliber sessions to the impressive lineup of industry experts, these conferences offered a wealth of knowledge that has significantly impacted our professional journeys. We'll take you through the highlights, discussing key takeaways and the moments that stood out to us, ensuring you get a comprehensive overview of what these conferences have to offer.We...2024-07-3119 minFrom Zero to Millions: Accounting EditionBuying, Merging, Selling, Growing Your Practice, Or All of the Above? with Marcus DillonToday we're joined by Marcus Dillon, a pioneering figure whose journey from modest beginnings to industry leader is both remarkable and instructive. Marcus shares his early steps in the accounting world and reflects on key milestones that shaped his career, including major acquisitions and strategic pivots that propelled his firm forward. Marcus provides actionable insights into adapting to digital transformation within professional services. We delve into Marcus's effective approach to client acquisition, and his perspectives on team structure and capacity planning. Tune in to learn how he overcame challenges, capitalized on opportunities, and built a thriving multi-million...2024-07-2434 minFrom Zero to Millions: Accounting EditionThe Tax Titans Revolution with Alan BlakeboroughIn this episode, we're thrilled to introduce Alan Blakeborough, the innovative mind behind Tax Titans. Alan takes us through his fascinating journey before founding Tax Titans. He shares the pivotal moments and experiences that led him to revolutionize the tax industry. Learn about the birth of Tax Titans and how this groundbreaking company came to life, offering unique solutions to complex tax problems.Alan delves into how Tax Titans operates, explaining the seamless integration of technology and expert tax advice that sets them apart. He also shares the challenges they faced along the way and how overcoming...2024-07-1723 minFrom Zero to Millions: Accounting EditionTax Resolution Solutions with Farah SalehJoin us on this episode as we sit down with Farah Saleh, a leading expert in tax resolution. She offers her insights into the emotional impact of tax resolution, the hurdles clients face with IRS enforcement, and the challenges of middle-class audits. She reveals invaluable strategies for navigating these barriers and emphasizes the importance of documenting and protecting your practice to ensure long-term success.Looking ahead, Farah provides a glimpse into the future of tax resolution, discussing emerging trends and developments that you need to be aware of. From technological advancements to regulatory changes, Farah offers a...2024-07-1031 minFrom Zero to Millions: Accounting EditionThe Tax Cuts and Jobs Act is Coming to an End, Are You Ready?The expiration of the Tax Cuts and Jobs Act has far-reaching implications. As we explore estate planning, we discuss how the expiration impacts tax liabilities. It's crucial to communicate these changes with your clients to ensure they're prepared and informed!We also cover the significant shifts in the business landscape, particularly the possible changes to the QBI deduction, and how these adjustments could affect your bottom line. On the individual tax front, planning is more important than ever as we navigate these upcoming changes.As the accounting industry braces for these legislative shifts, we emphasize...2024-07-0320 minFrom Zero to Millions: Accounting EditionInnovative Accounting Strategies with Alex LittleToday we have Alex Little, the founder of Little CFO Services, joining us. Alex takes us through his fascinating journey into the world of accounting, sharing how his passion and dedication led him to start his own firm. He opens up about the various challenges he faced along the way and how he overcame them to build a successful business.Alex specializes in the construction and home services sectors and he dives deep into the unique aspects and demands of these industries. We explore how he leverages technology to enhance his accounting services, making processes more efficient...2024-06-2630 minFrom Zero to Millions: Accounting EditionThe Fun CPA, with Yuri KapilovichYuri Kapilovich is here today! Yuri's impressive presence on LinkedIn has made him a notable figure in the industry. During our conversation, Yuri delves into the challenges many of us face and offers invaluable advice for navigating these hurdles. We explore the stark differences between working at big firms versus small firms. We provide insights that are crucial for any accountant considering their career path.Yuri shares his thoughts on how to entice Gen Z to enter the accounting world, shedding light on the evolving landscape of the profession. His path to independence is particularly inspiring, as...2024-06-1932 minFrom Zero to Millions: Accounting EditionCareer Advice from a Partner at Aprio: Jason Drucker's StoryJason Drucker, CPA and Partner at Aprio, is with us today. We dive into Jason's fascinating career journey, from his early days in accounting to his current role as a Partner at Aprio. He shares insights on the importance of networking and building strong relationships in the industry, offering valuable tips for aspiring accountants. We also explore the future of accounting firms, discussing emerging trends and how the profession is evolving. To wrap up, Jason leaves us with some final thoughts and advice that you won't want to miss!What you'll hear...2024-06-1232 minFrom Zero to Millions: Accounting EditionHarnessing Your Niche Superpower for Accounting SuccessJoin us as we explore the essential steps for taking your firm from a fledgling startup to a thriving business. We kick things off by discussing the importance of focusing on your niche and superpower to help you stand out in a crowded market. We'll guide you through the delicate balance of meeting client needs while driving firm growth, ensuring your practice scales efficiently without compromising the quality of your services.Next, we tackle the crucial aspects of hiring and expanding your team. After listening to this episode, you'll understand how to attract top talent and build...2024-06-0520 minFrom Zero to Millions: Accounting EditionThe Entrepreneurial Accountant with The Okay Rapper, Scott ScaranoWe are thrilled to feature Scott Scarano, a trailblazing accountant who has taken the industry by storm with his unique blend of creativity and professionalism. Scott, also known as Scotty, shares his journey from a traditional accountant to a rapping CEO, providing insights into how he embraced technology and innovation to drive growth. His story is a testament to the power of thinking outside the box and leveraging new tools to achieve success.Scotty's transition to the role of CEO and his use of the Entrepreneurial Operating System (EOS) were pivotal in his rise to the top...2024-05-2937 minFrom Zero to Millions: Accounting EditionThe EOS Journey with Sharon MeansWe're joined by Sharon Means as we explore the transformative power of Entrepreneurial Operating Systems (EOS) and the pivotal role of a Fractional Integrator. Sharon's journey from traditional accounting to Fractional Integration provides invaluable insights into the evolving landscape of modern business management. We delve into the impact of remote work and networking, uncovering strategies to leverage social media for professional growth.Through Sharon's expertise, listeners gain a deeper understanding of how EOS has revolutionized business operations, and the crucial function Fractional Integrators fulfill. Her journey illustrates the shift from conventional accounting roles to driving organizational efficiency...2024-05-2225 minFrom Zero to Millions: Accounting EditionThe Entrepreneurial Accountant with Henry HuieWe have the pleasure of welcoming a special guest, Henry Huie, to share his remarkable journey with us. Henry takes us through his transition from the world of audit to tax, and the pivotal moment when he decided to venture into entrepreneurship by starting his own firm. Join us as we delve into the intricacies of Henry's decision-making process and the strategic steps he took to leap into the realm of business ownership.Throughout our conversation, Henry shares invaluable insights into navigating client relationships and implementing effective pricing strategies. We explore the evolution of his business models...2024-05-1528 minFrom Zero to Millions: Accounting EditionAccounting Tips for Efficiency in the Digital AgeEfficiency is everything and in this episode, we delve into the world of accounting productivity and automation, revealing tips, tricks, and software insights to streamline your practices. From leveraging video reviews to optimizing client communication, we uncover strategies to enhance collaboration and drive better outcomes.Join us as we explore the transformative power of software automation and integration in revolutionizing traditional accounting methods. Discover how technology can elevate your accounting game by automating tasks and integrating diverse software solutions, freeing up valuable time for strategic decision-making. And as we peer into the future, we discuss the impact...2024-05-0825 minFrom Zero to Millions: Accounting EditionInnovative Accounting: Diversifying Your Dollars with Dan CostelloJoin us as we sit down with the insightful Dan Costello to delve into his unique approach to accounting services. Dan shares his journey of expanding services beyond traditional accounting, emphasizing the importance of providing comprehensive financial solutions that clients need. We explore the philosophy behind offering a wide range of services and the benefits they bring to clients and practitioners alike.The debate on pricing and value in accounting services is never-ending but Dan offers valuable insights into how to navigate this complex terrain, stressing the importance of communicating the true value of services rendered. We...2024-05-0121 min
Accounting High205 Harmonizing the Hustle at Half a Million (feat. Kelly Rohrs, CPA the Tax Slayer)Episode 205
FACULTY: Kelly Rohrs, CPA the Tax Slayer
CLASS: #SocialStudies
In this episode, Scott interviews Kelly Rohrs, CPA, also known as Tax Slayer and co-host of the Zero to Millions Podcast. Kelly shares her journey, from her first accounting job to starting her own brand. The conversation covers topics such as balancing motherhood with being an accountant, leveraging LinkedIn, her accounting firm, changing traditional practices, the Zero to Millions Podcast, and insights on the current state of tax and accounting.
Shout Outs:
Katie Thomas, Bilal Mehanna, Blake Oliver, TaxDome...2024-04-2839 minFrom Zero to Millions: Accounting EditionFull Send with Roman VillardGet ready to go all in as we're joined by Roman Villard, who takes us on an inspiring journey from public accounting to entrepreneurship. Roman is the founder of Full Send Finance and he shares the strategies he employed to build the firm from scratch, as well as the pivotal moments and the challenges he faced along the way.We will study the evolution of Full Send Finance, exploring the intricacies of establishing a new firm in the competitive finance landscape. From overcoming obstacles to crafting a unique brand and pricing strategy, Roman's experiences provide essential lessons...2024-04-2425 minFrom Zero to Millions: Accounting EditionScaling and Reinventing in the Accounting World with the founders of Duckett LaddIn this episode, we are joined by Jared Duckett and Will Ladd of Duckett Ladd, a dental-specific accounting firm that has made a mark serving dentists nationwide. They share their incredible journey from traditional accounting practice to reinventing themselves as niche-specific firm. We dive into the challenges they faced, the lessons they learned, and the value of collaboration in the accounting industry. Beyond accounting, they share their experiences with staffing, the importance of processes, and the art of pricing services. If you're an accountant, entrepreneur, or anyone looking to level up their career, this episode is packed...2024-04-1738 minFrom Zero to Millions: Accounting EditionWill Private Equity Change the Accounting Industry?Today we're examining the intriguing intersection between private equity and public accounting. We explore the impact that private equity may have on the landscape of accounting firms, particularly in the context of our increasingly virtual world.As accounting firms continue to evolve, the allure of private equity investment grows stronger. We discuss the reasons behind this attraction and how it shapes the strategies and operations of accounting practices. However, it's not all sunshine and rainbows. We also tackle the potential downsides of private equity involvement, shedding light on the challenges and considerations that come with such partnerships.2024-04-1022 minFrom Zero to Millions: Accounting EditionHow People Advisory is Changing the Game with Will LopezIn today's episode, we delve into the evolution of account careers with industry luminary Will Lopez, former founder of a Cloud-based accounting firm. Will's journey, inspired by his entrepreneurial family, began during the Great Recession when he pioneered remote accounting using cloud apps. He has since transitioned to Gusto as Head of Accounting Community, where he revitalized partner programs, emphasizing a stand-out people-centric approach to payroll and HR.We discuss the innovative concept of repackaging payroll services as advisory offerings and the powerful emergence of Gusto's People Advisory suite under Will's leadership. This strategic shift not only...2024-04-0333 minFrom Zero to Millions: Accounting EditionScaling a National Brand in Accounting with Michael LyGet inside the mind of a successful CEO with Michael Ly, as we explore the remarkable journey of growing a public accounting firm. Michael's story of building an accounting business from scratch began with a passion for the field nurtured through familial connections and hands-on experience in small businesses. Starting as a solo accountant, he meticulously crafted a brand and website before launching Reconciled, focusing on selling the brand and service stack rather than personal skills or identity.Central to Michael's narrative was his innovative approach which involved cold email outreach and the assembly of remote teams...2024-03-2740 minFrom Zero to Millions: Accounting EditionIT Essentials for Accounting Firms with Danny TobonTune in to explore the world of server-based technology, cloud-based technology, and the shift in the accounting industry with expert Danny Tobon. We'll discuss the benefits and challenges of transitioning your IT infrastructure, ensuring you're well-informed on this crucial path to modernizing.Cybersecurity is a huge concern for accounting firms, and we'll provide insights into the latest trends and best practices to protect sensitive financial data and maintain your reputation. We'll also touch on the symbiotic relationship between IT security and tax planning, demonstrating how these elements can work together for the benefit of your firm and...2024-03-2027 minFrom Zero to Millions: Accounting EditionMastering PTE TaxesWe'll unravel the complexities of PTE tax strategy and state deadlines, equipping you with the knowledge to make informed decisions for your business. From deductions to credits, we'll break down essential elements that can help you optimize your tax planning effectively.Discover how offering PTE to your clients is an easy sell that benefits your client and enhances your financial success. Join us on your journey From Zero to Millions in the accounting realm, and let's elevate your financial future together!What you'll hear in this episode:[0:00] PT E taxes...2024-03-1318 minFrom Zero to Millions: Accounting EditionTurning Niche Expertise into Millions with Jessica GonifasWe're thrilled to have Jessica Gonifas share her journey from general accounting to specializing in law firms. We'll delve into the power of niche selection, pricing strategies, and the essential mindset for success in the world of accounting.Jessica will reveal how she honed her expertise within law firms, sharing valuable insights on pricing strategies and effective staff management. We'll also explore the art of scaling a CPA firm through strategic planning and the mindset necessary for accounting professionals to thrive.Our conversation with Jessica will touch on firm growth, the importance of mindset coaching...2024-03-0633 minFrom Zero to Millions: Accounting EditionBalancing the Books and the Gender Gap with Jennifer HowardIt's girls only today! I engage in a thought-provoking conversation with Jennifer Howard, a seasoned CPA, and we shed light on the persistent gender inequality within the accounting industry. Jennifer highlights the stark underrepresentation of women in leadership roles, attributing this disparity to factors such as unattainable work expectations, an old-school mentality driven by men, and the gender wage gap.Our discussion also delves into the challenges women face in achieving a work-life balance within the demanding field of public accounting. It's so important to prioritize family time and cultivate healthier work habits to create a more...2024-02-2830 minFrom Zero to Millions: Accounting EditionShaping Your Accounting Career Into Your Dream Job with Mike Manalac, CPAToday we're joined by Mike Manalac. Together we'll explore the journey of landing your dream job in the accounting industry, dispelling the negative stereotypes that sometimes plague this field. We'll emphasize the importance of career promotion and offer strategies to overcome misconceptions, helping you reach new heights in your career.We'll also delve into the wide range of career opportunities within accounting and stress the significance of continuous upskilling in this ever-evolving profession. Finally, we'll highlight the benefits of choosing an accounting career, from financial stability to job security, all while making a positive impact on businesses...2024-02-2130 minFrom Zero to Millions: Accounting EditionNavigating the Corporate Transparency ActIn this episode, we explore the latest compliance requirements for businesses under the Corporate Transparency Act and dissect the new FinCEN Form 114, delving into filing requirements, exemption thresholds, and deadlines. We also dive into the value of compliance to avoid hefty penalties.We know the challenges of talent retention in the accounting industry. The key for us has been using premium fees to thrive. Whether it's outsourcing legal work to larger firms or weighing the pros and cons of offering premium services, we've got your back! We present our differing approaches to charging premiums for tax preparation...2024-02-1424 minFrom Zero to Millions: Accounting EditionTax Expertise and Entrepreneurship with Randy CrabtreeOur special guest today is Randy Crabtree, an expert in accounting career growth and industry insights. Randy's journey from computer science to becoming a specialist in tax accounting is nothing short of inspiring. It's a testament to the diverse opportunities within the accounting field, and we're eager to explore how he navigated this unique path.Randy shares his insights on entrepreneurship, niche development, and business growth within the accounting industry. He discusses the importance of finding your niche and how to thrive as an accounting entrepreneur. Tax planning is a significant focus of our conversation, with Randy...2024-02-0729 minFrom Zero to Millions: Accounting EditionFrom Auditor to Fractional CFO with Tony Wilson, CPA, CMAThinking of making the switch from public accounting to launching your own fractional CFO service? Tony Wilson has done just that and is here to share his experience with us! Tony's journey is a testament to the power of entrepreneurship and the need for financial guidance in the business world. He began his career as an auditor at Grant Thornton but found his true passion in tax consulting after struggling with the compliance-heavy nature of audit work. He shares his career progression, highlighting valuable experiences gained in rotational programs and financial reporting. What's truly inspiring is how...2024-01-3132 minFrom Zero to Millions: Accounting EditionSetting Boundaries for Accounting Firm SuccessWe're delving into the vital topic of work-life balance in the accounting profession. We'll explore the significance of setting boundaries for yourself, clients, and staff to create a thriving practice that doesn't lead to burnout. Our insights range from attracting high-paying clients to alternative staffing approaches during tax season, emphasizing the importance of efficiency over billable hours.As business owners, we've mastered the art of balancing work and our personal lives. We'll discuss how flexibility in work hours and staff management empowers our teams and allows us to spend quality time with our families. Setting boundaries with...2024-01-2428 minAccounting High191 Position Your Firm with Confidence and Patience (feat. Bilal Mehanna, CPA)Episode 191
FACULTY: Bilal Mehanna, CPA
CLASS: #SocialStudies
TITLE: Position Your Firm with Confidence and Patience
In this podcast episode, Scotty interviews Bilal Mehanna CPA, President of Mehanna Advisors, and Co-Host of the podcast "From Zero to Millions." The interview consists of insights into finding a niche, pricing, scalability considerations, challenges encountered during growth phases, strategies for talent acquisition overseas, and much more.
Introducing Bilal
Becoming an Accountant
Finding a Niche
Pricing
Scalability
Ignition is a Decentralized Organization
...2024-01-2157 minFrom Zero to Millions: Accounting EditionScaling Success in Accounting Services with Vinnie FisherToday, Vinnie Fisher takes us on his remarkable entrepreneurial journey that led to achieving tremendous success in the world of accounting. In this conversation, we dive into the importance of modernizing accounting and CFO services, with Vinnie sharing insights on staying ahead of industry trends. We also explore the intersection of entrepreneurship, accounting, and premium service pricing, learning how to strike the right balance to deliver exceptional value to clients.We also dive into leadership development, succession planning, and breaking free from traditional accounting mindsets. Vinnie's experiences and wisdom offer a blueprint for building a world-class accounting...2024-01-1735 minFrom Zero to Millions: Accounting EditionPricing, Software, and Growing Your Accounting Firm with Jennifer Howard, CPAWe're thrilled to have Jennifer Howard, CPA as our special guest today. Jennifer's incredible journey through accounting career growth is so inspiring. She began her career in public accounting at small firms and eventually became the owner of her own virtual accounting firm. Jennifer emphasizes the importance of learning from others and leveraging diverse experiences in public accounting, which laid the foundation for her remarkable achievements.In our conversation, Jennifer discusses her path to starting a CPA firm, pricing strategies, and the role of technology. She shares insights on tax software, networking, and best practices for CPAs...2024-01-1034 minFrom Zero to Millions: Accounting EditionSetting Goals for Growth in Your Accounting FirmIn this episode, we tackle key topics to help you thrive in the accounting industry. First, we emphasize the significance of setting clear goals for your accounting firm. We discuss the importance of internal organization and suggest goals like tax planning for clients and making tough decisions such as hiring more staff or letting go of certain clients. Preparing for the upcoming year, including reviewing client data and setting well-defined goals, is essential for sustainable growth.We then delve into sustainable revenue growth strategies, including metrics like revenue per client and staff growth rate. We share our...2024-01-0332 minFrom Zero to Millions: Accounting EditionFuture-Proofing Your Finances: Expert Insights with David Spence, CPA, CFP, CLU, PFSToday, we're thrilled to have David Spence as our guest, exploring key aspects of tax planning and accounting. In this episode, we'll dive into the critical intersections of tax planning, debt management, and the ever-changing landscape of future tax rates.Taxes and debt are powerful forces that mold our financial destinies and David will illuminate the intricate relationship between the two and Social Security, unraveling their profound impact on our financial well-being. We'll also touch on the transformative influence of artificial intelligence on the accounting profession. Discover how AI is reshaping tax planning and what it means...2023-12-2726 minFrom Zero to Millions: Accounting EditionFrom Accountant to Financial Advisor with Steven Jarvis, CPA, MBAToday, our special guest is Steven Jarvis, who shares his career transformation from accounting to a thriving financial advisor. Steven's story is a testament to the possibilities within the financial industry. We delve into his challenges and insights as he transitioned roles, emphasizing the significance of tax services for financial advisors.Steven also shares his experience organizing successful summits for financial advisors, offering valuable tips for event planning and networking. Moreover, he discusses the crucial aspects of pricing and value in tax preparation services, introducing the concept of value-based pricing in accounting and tax services.2023-12-2027 minFrom Zero to Millions: Accounting EditionHow to Handle Difficult Accounting ClientsToday, we're delving into the challenging yet crucial topic of handling difficult accounting clients. As expert CPAs and business owners, we've encountered our fair share of client challenges, and we're here to provide you with practical advice that can make a significant difference in your accounting practice.In this episode, we explore the telltale signs of a bad client. We discuss those last-minute requests that can throw your carefully planned schedule into disarray, the clients who fail to recognize the true value of your expertise, and the difficulty many of us face when contemplating firing a problematic...2023-12-1326 minFrom Zero to Millions: Accounting EditionMastering Marketing Strategies for Accountants with Katie ThomasIn this episode, Katie Thomas, CPA and marketing extraordinaire, joins us to explore marketing strategies for accounting practices and the art of building a personal brand in the industry.During this discussion, Katie shares her unique journey, transitioning from a marketing background to a passion for accounting. The conversation revolves around the vital concept of creating demand before capturing it, with an emphasis on strategies such as establishing a robust social media presence, harnessing the power of podcasting, and networking with ideal clients to attract business leads and build brand recognition.The...2023-12-0628 minFrom Zero to Millions: Accounting EditionInside IRS Criminal Investigations: Tax Audits, Ethics, and More with Robert Nordlander, CPAToday, we have a special guest with us, Robert Nordlander, CPA, who brings a unique perspective to the world of accounting as a former IRS criminal investigator. In this episode, we dive deep into the fascinating world of IRS criminal investigations and sentencing guidelines. Robert shares his insights on what you need to know about tax investigations and the importance of due diligence in your practice. If you've ever wondered about the ethical aspects of tax preparation and when it might be necessary to disengage from a client, this episode is a must-listen.We also tackle the...2023-11-2935 minFrom Zero to Millions: Accounting EditionThe Power of Branding and Finding Your Niche with Brandon Hall, CPAGet ready to dive deep into the intricacies of starting and running a flourishing accounting firm with none other than The Real Estate CPA, Brandon Hall. The world of accounting can often feel saturated, but Brandon underscores the power of finding a unique niche. He shares insights into his journey of carving out a special space as an accountant catering to the real estate sector. Ever wondered how branding and marketing can transform a CPA firm's trajectory? Brandon unpacks actionable strategies, ensuring your firm isn’t just another name in the crowd but a renowned brand. Content ma...2023-11-2239 minFrom Zero to Millions: Accounting EditionThe Road to Success: Our Accounting Firm BeginningsWelcome to the first episode of From Zero to Millions: Accounting Edition! Whether you already own a firm or you've been dreaming of starting one for a while, we understand the heart of business and we're here to share how you can build the firm of your dreams! In today's episode, we're diving deep into each of our backgrounds and the paths we took to start and grow our accounting firms.People are seeking, now more than ever, advisors who can provide answers and help them make better decisions. They want to be guided through the financial...2023-11-1533 minFrom Zero to Millions: Accounting EditionFrom Zero to Millions: Accounting Edition TrailerJoin hosts Kelly Rohrs, CPA, and Bilal Mehanna, CPA, MST, as they dive deep into the world of accounting and share their wealth of knowledge on running a public accounting firm. Whether you're a seasoned CPA, an aspiring accountant, or a business owner looking for financial guidance, consider "From Zero to Millions: Accounting Edition" your go-to podcast for valuable insights and practical advice.Kelly Rohrs, a firm owner and an experienced CPA with over a decade of experience, is known for her passion for helping businesses find success. Her expertise extends from small to medium-sized businesses, and...2023-10-1001 min