Category: Business Development

Podcast Episode #11: Marketing Lessons for Accountants from a Real Estate Agent with Chris Lopez

In this episode, we explore marketing lessons applicable to all professional service providers, including attorneys, CPAs, Enrolled Agents, and tax preparers — but from another industry. Many of the best marketing lessons are, in fact, taken from other industries and modified and applied to our own.

Chris Lopez is a real estate agent in Denver, Colorado that specializes in helping individuals to acquire income producing residential rental properties. He is a big proponent of house hacking, and his degree in personal financial planning gives him a unique perspective on the role of rental properties in an investor’s portfolio. Chris is also the host of the popular Denver Real Estate Investing podcast, available wherever you get your pods.

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

Podcast Episode #10: Digital Marketing Fun Times with Nate Hagerty

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

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

Podcast Episode #8: Exploring Cannabis Tax & Accounting Issues with Katye Maxson-Landis, CPA

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/.

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