Category: Podcast

Podcast Episode #6: The Proper Care & Feeding of Clients, Staff, and Self with Salim Omar, CPA

On this episode of The Profitable Accountant Podcast, Salim Omar, CPA joins me to discuss creating an environment for success for everybody that comes in contact with your practice. Salim is the founder of Straight Talk CPAs in Morganville, NJ, and author of Straight Talk About Small Business Success in New Jersey. Salim is also the founder of CPA Marketing Genius, where he works with CPAs in private practice to help them attract new clients and optimize internal operating procedures.… Continue reading

Podcast Episode #5: Bringing Strategic Consulting To Your Clients with Joey Brannon, CPA

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… Continue reading

Podcast Episode #4: How to Maximize Stress, Increase Anxiety, & Eliminate Spare Time with Dan Henn, CPA

Welcome back to the 4th episode of The Profitable Accountant podcast.

My guest today is Dan Henn, CPA. Dan hails from the Space Coast of Florida, where he is now in his 27th tax season. Dan holds bachelor’s and masters degrees in Accounting and Tax from the University of South Florida, spent 3 years at KPMG, plus 13 years at large regional firms before starting his own firm.

His office runs with a staff of five, focusing on real estate and medical taxation and taxpayer representation. He is very active in the FICPA, and teaches the annual tax refresher class for his local chapter, as well as dozens of live webinars and seminars each year on IRS Collections representation topics.

On this episode, Dan and I discuss the challenges faced in going from staff accountant at a large firm to transitioning into firm ownership, and how his experiences at different sized firms shaped his expectations for how his own business would run. In particular, we discuss perspectives on fees at different size firms. Dan shares his biggest sources of anxiety in growing his firm, and how he’s worked to fix those. Dan also discusses the best ideas he’s implemented from a practice management perspective to grow his practice.

Be sure to listen through the end of the episode, because Dan will share his reasoning for switching to a totally new tax software suite for the upcoming filing season, including what drove his search for new tools and the factors that went into that decision.

Dan’s book suggestions:

Any of the “E-Myth” books by Michael Gerber

“Getting Things Done” by David Allan

The Profitable Accountant Podcast provides short installments to help you operate a more efficient and profitable accounting and tax firm. On our website, you can find additional information about marketing for accountants.… Continue reading