#6: The Proper Care & Feeding of Clients, Staff, and Self with Salim Omar, CPA
The Profitable Accountant Podcast
by Jassen Bowman
2y ago
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. For tax resolution training, practice management tools, and marketing resources for representation practitione ..read more
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#4: How to Maximize Stress, Increase Anxiety, & Eliminate Spare Time with Dan Henn, CPA
The Profitable Accountant Podcast
by Jassen Bowman
2y ago
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 d ..read more
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#3: Interview with David Lee - Business Development Executive at Peterson Sullivan
The Profitable Accountant Podcast
by Jassen Bowman
2y ago
Explore the contrast between compliance roles and business development roles inside a public accounting firm in this dynamic interview with David Lee, partner and Business Development Executive at Peterson-Sullivan in Seattle, WA. Recorded April 27, 2017. For tax resolution training, practice management tools, and marketing resources for representation practitioners, visit https://TaxResolutionAcademy.com ..read more
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#24: Niche Tax Credits with Randy Crabtree CPA
The Profitable Accountant Podcast
by Jassen Bowman
2y ago
Randy Crabtree, CPA is the co-founder of Tri-Merit Specialty Tax Professionals in Schaumberg, IL. Randy has built a niched tax practice, focused on serving business clients with R&D tax credits, energy efficiency tax credits, and Work Opportunity Tax Credits. In this interview, learn why Randy decided to specialize in this interesting niche, and how he did. We'll discuss his marketing strategy, which is surprisingly simple, and he'll also discuss a unique source of talented staff that most businesses completely ignore. Listen to Randy's podcast, "The Unique CPA" at TheUniqueCPA.com or anyw ..read more
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#23: Content Marketing in Your Tax Firm
The Profitable Accountant Podcast
by Jassen Bowman
2y ago
This week's episode is a short snippet from a recent 3-hour master class on content marketing for tax firms. In this segment, you'll hear why "tax tips" are the worst form of marketing content, and what you should do instead. To access the full 3-hour content marketing jump start course, become a TaxFirms.com member today. To learn more about membership benefits and to join, visit https://TaxFirms.com ..read more
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#22: 5 Reasons Not to Start a Tax Resolution Practice in 2021
The Profitable Accountant Podcast
by Jassen Bowman
2y ago
Jassen Bowman has been screaming from the rooftops for ten full years now about the benefits of starting a tax resolution practice. But, it's not a good fit for all accountants. In this episode, he covers five good reasons for NOT adding the lucrative service of taxpayer representation to your tax firm. To learn more about starting, growing, and optimizing a tax resolution firm, visit https://TaxResolutionAcademy.com ..read more
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#21: The Price is the Price
The Profitable Accountant Podcast
by Jassen Bowman
2y ago
On this episode, Jassen Bowman and Dan Henn discuss the ridiculousness of letting clients dictate your fee structure to you. To learn more about adding the lucrative service of taxpayer representation to your existing tax practice, visit https://TaxResolutionAcademy.com ..read more
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#20: Getting Stuff Done With the IRS
The Profitable Accountant Podcast
by Jassen Bowman
2y ago
It's difficult to get things done with the IRS right now. In this episode, Dan and Jassen share thoughts on how to actually get stuff done these days when interacting with the IRS. For more taxpayer representation information, visit us at https://TaxResolutionAcademy.com ..read more
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#19: Pay-Per-Click Ads for Tax Firms
The Profitable Accountant Podcast
by Jassen Bowman
2y ago
Ben Greutman oversees TaxProMarketer's digital advertising services. In this episode, we dive into the process of running profitable online advertising campaigns for your tax firm. To schedule a time to speak with the TaxProMarketer team about your website, social media, and digital advertising needs, visit http://TaxProLeads.com Attend live online tax resolution CPE sessions by becoming a Tax Resolution Academy® member: https://TaxResolutionAcademy.com/join ..read more
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#18: TIGTA Talk - Reasonable Compensation Enforcement
The Profitable Accountant Podcast
by Jassen Bowman & Dan Henn
2y ago
Jassen Bowman and Dan Henn discuss the implications of the latest TIGTA report on future compliance enforcement. Read the TIGTA report here: https://www.treasury.gov/tigta/auditreports/2021reports/202130042fr.pdf Visit https://TaxResolutionAcademy.com to learn how to add the lucrative service of IRS representation to your tax practice ..read more
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