Category: Business Development

Katye Maxson-Landis is a CPA in Portland, Oregon that specializes in helping cannabis industry businesses to navigate this regulatory minefield. Her firm, Moxy Accounting, works with cannabis licensees at every stage of the supply chain – including producers, processors, and retailers – to stay in compliance and address their complicated tax and accounting issues. She is a member Cannabis Advisory Board for AICPA.

Learn more about Katy’s firm at https://moxyaccounting.com/.

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For more ideas to help you build a more profitable tax or accounting practice, be sure to check out our newsletter at https://profitableaccountant.com/newsletter.… Continue reading

On this episode of The Profitable Accountant Podcast, my guest is Enrolled Agent Juan Carlos Samaniego. At one point in his life, Carlos himself was a client of tax resolution. His experience dealing with the IRS and the relationship issues associated with carrying a tax debt led Carlos to becoming an EA himself in order to assist others with the same problem. Along the way, Carlos has built a unique business model, which we discuss on this episode, along with the amazing non-tax recurring revenue business that operates inside of and parallel to his tax practice.

Carlos is the author How to Make the IRS an Offer They Can’t Refuse. You can connect with the Godfather of Tax Resolution via his website, at https://www.taxdebtconsultant.com/.

If you enjoyed this episode of the show, please be sure to subscribe for future episodes, and please take a moment to leave us a 5-star review on iTunes.

For more ideas to help you build a more profitable tax or accounting practice, be sure to check out our newsletter at https://profitableaccountant.com/newsletter.… Continue reading

Welcome to episode 5 of The Profitable Accountant podcast. My guest on today’s episode is Joey Brannon, a CPA from Florida. He is the founder of Axiom Strategic Consulting, founder of The Consulting CPA, and author of Grow WIth Purpose: Building a Mission Minded Business.

As a CPA with over 20 years of small business experience, Joey brings both financial discipline and creative strategic thinking together in one process. At the outset he helps companies build practical strategic plans for growth, and then he coaches these small business owners on actually executing that strategic plan.

In 2015 Joey started The Consulting CPA, a program designed to educate and support CPA’s seeking to add strategic planning, execution and coaching services to their existing tax and accounting practice.

On this episode, we discuss the strategic consulting process. Joey shares how to help your clients develop company culture, establish leadership priorities with management, and create accountability for completing action items necessary for the growth of the consulting client.

Joey explains the most common pitfalls encountered when doing advisory work, and explains his ideal niche client that he is best able to work with.

Definitely listen through to the end of the episode, as Joey explains his accountability feedback, and shares his fee structure for doing this unique type of work.

For additional information about building a more profitable tax and accounting firm, visit us at http://ProfitableAccountant.com.… Continue reading