The CPA Marketing Genius podcast

Player FM - Internet Radio Done Right

Menambahkan four tahun yang lalu

Konten disediakan oleh CPA Marketing Genius and Salim Omar. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh CPA Marketing Genius and Salim Omar atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Via Podcast

1
The Southwest’s Wildest Outdoor Art: From Lightning Fields to Sun Tunnels 30:55

16 hari yang lalu30:55

Putar Nanti

Daftar

Suka

Menyukai

30:55

A secret field that summons lightning. A massive spiral that disappears into a salt lake. A celestial observatory carved into a volcano. Meet the wild—and sometimes explosive—world of land art, where artists craft masterpieces with dynamite and bulldozers. In our Season 2 premiere, guest Dylan Thuras, cofounder of Atlas Obscura, takes us off road and into the minds of the artists who literally reshaped parts of the Southwest. These works aren’t meant to be easy to reach—or to explain—but they just might change how you see the world. Land art you’ll visit in this episode: - Double Negative and City by Michael Heizer (Garden Valley, Nevada) - Spiral Jetty by Robert Smithson (Great Salt Lake, Utah) - Sun Tunnels by Nancy Holt (Great Basin Desert, Utah) - Lightning Field by Walter De Maria (Catron County, New Mexico) - Roden Crater by James Turrell (Painted Desert, Arizona) Via Podcast is a production of AAA Mountain West Group.…

The CPA Marketing Genius Podcast

Beranda serial•Feed

Join CPA & Entrepreneurial Accountant Salim Omar as he guides the audience through the principles of his "Genius Model", which shows CPA firm owners and accountant & tax practitioners how to make their practice successful.

45 episode

#MBA #Entrepreneur #Business #Marketing #CPA Marketing Genius #Matt Miller #Salim Omar #Accounting #Business Management #CPA #Cpa Firm #Cpa Practice #Entrepreneurship #Genius #Tax #Tax Practitioner

The CPA Marketing Genius Podcast

updated 2 tahun yang lalu

Beranda serial•Feed

45 episode

#MBA #Entrepreneur #Business #Marketing #CPA Marketing Genius #Matt Miller #Salim Omar #Accounting #Business Management #CPA #Cpa Firm #Cpa Practice #Entrepreneurship #Genius #Tax #Tax Practitioner

Tutti gli episodi

The CPA Marketing Genius Podcast

1
Episode 044: Increase Productivity Through The Use Of AI Technology With Manuj Aggarwal 24:09

2 years yang lalu24:09

24:09

[00:01 - 01:10] Opening Segment Salim Omar, CPA introduces Manuj Aggarwal to the show! Manuj Aggarwal started as a factory worker and went on to become an elite technology consultant and business mentor He is recognized as one of the top 500, global thought leaders in AI and startups by Brain Z magazine [01:11 – 07:43] Achieve Success And Reduce Stress Increase your self-worth and focus on discovering what value he could create in the world CPAs should look at how they can make a bigger impact on more people Offer something of value to their clients Life never lets us down and we should have the confidence to overcome challenges [07:44 – 15:44] Increase Productivity Through The Use Of AI Technology Small business owners tend to take on too much stress Reduce stress and delegate responsibilities to their team members Adopting new technology such as AI can make it easier for small business owners to manage people Finding your true “Why” is essential for self-belief and self-reinforcement [15:45 - 22:42] Closing Segment Manuj talks about the importance of personal development and finding value to offer others in order to increase self-worth! Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team ! Final Words Connect with Manuj Aggarwal on his: Website: Manuj Aggarwal LinkedIn: @manujaggarwal Twitter: @manujagro Instagram: @manujagro Facebook: @manujagro YouTube: @manujagro Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. Don’t forget to like, subscribe, and leave us a review! If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast. Tweetable Quotes “Stress always comes about imagining our current fears that will come true in the future.” - Manuj Aggarwal “Everything is belief. Self-belief is very important because even if you have a good support system, what you can see, nobody else can see as an entrepreneur. So that self-belief and self-reinforcement is very, very, essential." - Manuj Aggarwal “The concept of Kaizen, a Japanese term, is a constant and never-ending improvement. And it's really the small things when done every day that can make that big difference.” – Salim Omar, CPA…

The CPA Marketing Genius Podcast

1
Episode 043: 43 Why Business Owners Need a CFO with Adam Lean 22:42

2 years yang lalu22:42

22:42

[00:01 - 01:10] Opening Segment Salim Omar, CPA introduces Adam Lean to the show! Adam Lean is a former accountant, turned two-time entrepreneur who built, scaled, and sold two businesses He is the CEO of TheCFOProject.com [01:11 – 07:43] Improving Revenue, Profit, and Cash Flow With A CFO Most businesses owners rely on their accountant or bookkeeper to understand numbers as they don’t want to understand it themselves Business owners need help understanding cash flow and other accounting concepts Accountants are uniquely placed to help business owners Accountants need to learn how to forecast and understand the main drivers of a business in order to provide forward-looking advice [07:44 – 15:44] Why Business Owners Need A CFO Accountants must be able to follow up with clients throughout the month to ensure they are taking action All business owners want someone they trust to help them with their business Accountants prioritize urgent tasks over important ones Accountants can package service as one or hire people under them to do tax returns and bookkeeping [15:45 - 22:42] Closing Segment Adam Lean shares his insights on creating financial stability with the use of a CFO for your business! Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team ! Final Words Connect with Adam Lean on his: Website: The CFO Project LinkedIn: Adam Lean Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. Don’t forget to like, subscribe, and leave us a review! If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast. Tweetable Quotes “It's not enough just to understand all the technical sides of being a CFO. You also have to understand what we call the soft sides of being a CFO. You have to understand how to talk to business owners and a way to get them to take action. You have to understand how to make plans.” - Adam Lean "Every business wants somebody that they trust. And if you're already their accountant, they trust you. They inherently trust you and if you come to them and say, “Hey, I was going through your tax return, I was going through your books, and I noticed I spotted some red flags and I spotted some opportunities for growth.” Can we get on a call tomorrow or next week? Who's going to say no to that? So, they're all going to be interested, and because they already trust you." - Adam Lean “I feel the accountant is very uniquely placed with a lot of trusts, a lot of relationships that they've got, and a really a look in the inside. And if they can then utilize their observation and bringing into the business owner in terms of what they need to do going forward to make their business better and more efficient and so forth.” – Salim Omar, CPA…

The CPA Marketing Genius Podcast

1
Episode 042: Driving Business Excellence: Strategies to Thrive amidst Talent Shortages with Uday Ranpara 23:48

2 years yang lalu23:48

23:48

[00:01 - 00:56] Opening Segment Salim Omar, CPA introduces Uday Ranpara to the show! Uday Ranpara is the promoter and director of multiple firms Finding the right talent is a significant challenge [00:57 – 10:44] Finding The Right Talent: Benefits Of Outsourcing For Accounting Firms The benefits of outsourcing include cost savings, access to the right talent, and avoiding the headache of providing training His academy runs different training programs to improve communication and increase efficiency Automation and outsourcing can reduce time and cost Taking a leap of faith is necessary for outsourcing [10:45 – 17:09] Improving Communication And Automation With Outsourcing Security, data theft, data leakage, or data breach are some of the hesitations firms have before outsourcing Engagement letters should be used to address security concerns and regulatory restrictions The track record and security measures of the outsourcing firm Conducting training programs and workshops for employees [17:10 - 23:30] Closing Segment Uday Ranpara highlights key factors to consider when choosing an outsourcing partner including track record, security measures, technology investments, and licenses for software, training programs, and communication! Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team ! Final Words Connect with Uday Ranpara on his: Website: Unison Globus LinkedIn: Uday Ranpara Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. Don’t forget to like, subscribe, and leave us a review! If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast. Tweetable Quotes “Because there are so many outsourcers, how to choose the right one because outsourcing nowadays is not only outsourcing, you are choosing your partner, with whom you are working day and night. So, you have to be very much vigilant in choosing the right outsourcing partner.” - Uday Ranpara "The main benefits these days. What people will get more than that over and above that, definitely cost is one major thing but then, in US and India, there are more than 10 hours of difference between these two countries. So, when US sleeps, India is working and when India sleeps US is working." - Uday Ranpara “It's not a replacement, an outsourced team such as Unison Global compliments your existing in an in-house team.” – Salim Omar, CPA…

The CPA Marketing Genius Podcast

1
Episode 041: Building A Winning CPA Practice with David Safeer 23:22

2 years yang lalu23:22

23:22

[00:01 - 01:40] Opening Segment Salim Omar, CPA introduces David Safeer to the show! David Safeer is a globally recognized expert in cash flow maximization Cash flow is key even for profitable companies, and there are always ways to make it better [01:41 – 11:58] Breaking Down Barriers To Cash Flow Mindset is the biggest issue in cash flow management, as CPAs are trained to look backward instead of projecting the future Cash basis reports versus accrual basis reports can reveal discrepancies in inventory Modeling allows for visibility and proactive problem-solving Maximization involves counterintuitive strategies like paying upfront for better prices or offering financing options [11:59 – 17:52] Building A Winning CPA Practice Cash flow is crucial for businesses to succeed The Cash flow advisory certification program helps accountants learn how to help clients with cash flow issues through online education and weekly masterminds Focusing on a niche that can differentiate an accounting firm in the marketplace and build a reputation as a trusted advisor [17:53 - 23:42] Closing Segment David Safeer advises listeners that cash flow management goes beyond just solving problems, it’s about maximizing opportunities for growth and profitability Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team ! Final Words Connect with David Safeer on his: LinkedIn: David Safeer Twitter: @David_Safeer Website: David Safeer Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. Don’t forget to like, subscribe, and leave us a review! If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast. Tweetable Quotes “If you can focus in on a niche like that and get a reputation for a niche and get a reputation for actually helping companies, not just with the financial. But in other areas to become a trusted advisor, to me, that's the way to build a winning CPA practice.” - David Safeer "I'm putting “loser” in air quotes because they're not bad people. They're just unprofitable clients that maybe should be eliminated from our portfolio or turned into profitable clients. That's where you can make infrastructure changes that drastically impact your ability to generate cash for the company, is by looking in the different areas of the business outside of the finance department." - David Safeer “Cash flow is key, even for companies that are profitable.” – Salim Omar, CPA…

The CPA Marketing Genius Podcast

1
Episode 040: Embracing A Results-Oriented Model with Wendy Barlin 21:28

2 years yang lalu21:28

21:28

[00:01 - 01:44] Opening Segment Salim Omar, CPA introduces Wendy Barlin to the show! Wendy grew her practice from $100K to over $1M in 11-12 years How she transitioned from having a physical office to a virtual firm [01:45 – 10:12] Embracing A Results-Oriented Model Moving her business to a remote work model, which allowed for more flexibility and saved on costs Shifting the mindset from time-driven to results-oriented Creating a sense of community among remote workers Prioritizing time management and setting boundaries with clients [12:13 – 16:33] Moving The Business To The Sky Setting strict time management barriers can lead to more productive and less stressful workdays Creating package plans for services can simplify delivery, fee structure, and value proposition for clients Choosing a niche and offering packages can make marketing and managing teams easier [16:34 - 20:35] Closing Segment Wendy Barlin advises CPA listeners on the need to adapt to new services and offerings as AI technology improves Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team ! Final Words Connect with Wendy Barlin on his: Website: Wendy Barlin LinkedIn: Wendy Barlin Instagram: @wendybarlincpa Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. Don’t forget to like, subscribe, and leave us a review! If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast. Tweetable Quotes “We have to change our mindset from being so time driven to being results-oriented.” - Wendy Barlin "There's not such a big disparity right now, you still have to be smart about it. Most people enjoyed working from home. I think the challenge is to create a sense of community, to create this feeling that you're not just home alone, that you're part of something.." - Wendy Barlin…

The CPA Marketing Genius Podcast

1
Episode 039: Maximizing The Power Of Email Marketing with Scott Bywater 26:19

2 years yang lalu26:19

26:19

[00:01 - 01:31] Opening Segment Salim Omar, CPA introduces Scott Bywater to the show! Scott is a sought-after marketing copywriter and creator of the Simple Email ROI system He discusses email marketing and using copy in the right way to turn email lists into booked calendar appointments and more revenues [01:32 – 11:29] Turning Email Lists Into Booked Appointments Email is a powerful tool for building trust and increasing sales Specificity and curiosity are key in crafting effective subject lines Research is crucial for laying the foundations of successful email marketing Creating a subject line for an email after writing it can be an effective way of writing emails [11:30 – 16:20] Maximizing The Power Of Email Marketing Utilizing tools like Jasper and chatGPT can help generate email topics and even write emails Fear of rejection and now knowing what to write about are common bottlenecks in email writing Emailing too little is a bigger risk than emailing too much [16:21 - 21:28] Closing Segment Scott Bywater shares that the size of the email list is not the only factor in determining ROI because smaller lists can still be effective! Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team ! Final Words Connect with Scott Bywater on his: Website: Simple Email ROI Website: Copywriting That Sells LinkedIn: Scott Bywater Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. Don’t forget to like, subscribe, and leave us a review! If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast. Tweetable Quotes “In order to win people's trust, you need to deliver value. So, email is copywriting, which is essentially salesmanship in print.” - Scott Bywater "Lead with value, because if I'm leading with value for the majority of the time, occasionally you can have a direct sales email. But the majority of the time I'm leading with value then it's natural that you're going to want to click on it." - Scott Bywater "Don’t get offended, when their emails are getting deleted because they're sending it to a prospect and the prospect's deleting that email. Because they don't have a need perhaps for an accountant or that's not their area of focus at that time, but there will be a time when it will be." – Salim Omar, CPA…

The CPA Marketing Genius Podcast

1
Episode 038: How To Enhance Culture And Increase Profits with Tyler Horsley 21:28

2 years yang lalu21:28

21:28

[00:01 - 01:31] Opening Segment Salim Omar, CPA introduces Tyler Horsley to the show! He founded his own company called, “ Nuclear Networking ” His advice for growing a business or accounting firm is to understand your identity and be able to explain what you do in less than 10 seconds [01:32 – 11:29] Building A Successful Organization Internal communication is key, especially with remote workers Workshops can help identify who you are best for and the right partners to grow with Developing an avatar of the ideal client to target Growing the business intentionally and strategically Hiring based on company culture and values [11:30 – 16:20] How To Enhance Culture And Increase Profits Optimizing, automating, and organizing processes Creating standard operating procedures (SOPs) to reduce stress and improve the customer experience Hiring well and making sure employees are aligned with company values Utilizing tools such as Predictive Index to build teams based on criteria [16:21 - 21:28] Closing Segment Tyler shares with listeners that recognizing that success if often accompanied by pain, heartache and other challenges Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team ! Final Words Connect with Tyler Horsley on his: Website: Nuclear Networking LinkedIn: Tyler Horsley Facebook: Nuclear Networking Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. Don’t forget to like, subscribe, and leave us a review! If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast. Tweetable Quotes “I'm a huge advocate for really understanding your identity before putting money behind traffic.” - Tyler Horsley "If you stand for nothing, you'll fall for anything." - Tyler Horsley "Make sure you had the right people, if you're talking about values and making sure they're aligned to the values that your organization." – Salim Omar, CPA…

The CPA Marketing Genius Podcast

1
Episode 037: Controlling Your Brand SERPs with Jason Barnard 24:01

2 years yang lalu24:01

24:01

[00:01 - 01:20] Opening Segment Salim Omar, CPA introduces Jason Barnard to the show! Jason is an author and digital marketing consultant who specializes in brand sales and knowledge panels He has spent 10 years figuring out how to educate and how to manage your brand on Google [01:21 – 14:56] Controlling Your Brand SERP Corroborating this information with third-party sources around the web to build credibility and authority What is a Google Knowledge Panel? The two different types of Knowledge Panels: For local businesses and For major corporations To get a Knowledge Panel, create a factual page about yourself and your company with corroboration from authoritative sources Brand SERP is the search engine results page for your name or company name and it’s important to your bottom line [14:57 – 21:55] Why Your Brand SERP Matters Brand SERP is Google’s one-pager about you, so you need to control it Perfecting a Google Business card Google needs to be taken by the hand and fed information in order to learn Authority, expertise, and trustworthiness are key components of dominating your niche on Google [21:56 - 23:36] Closing Segment Jason Barnard shares with the listeners that searching one’s own name can help determine what should be seen on the Google One Pager Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team ! Final Words Connect with Jason Barnard on his: Website: Kalicube LinkedIn: Jason Barnard Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. Don’t forget to like, subscribe, and leave us a review! If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast. Tweetable Quotes “Google is learning to understand the world and it has a massive encyclopedia, a machine-readable encyclopedia that it uses by its machines that are based on understanding. And when you think about it from that perspective, you realize you need to educate this machine, you need to fill it encyclopedia with information.” - Jason Barnard "The way to educate it (Google) is to explain clearly to it who you are, what you do, and which audience you serve.” - Jason Barnard…

The CPA Marketing Genius Podcast

1
Episode 036: How CPA Firms Can Provide REAL Value To Their Business Clients with Nathan Lind 21:34

2 years yang lalu21:34

21:34

[00:01 - 01:31] Opening Segment Salim Omar, CPA introduces Nathan Lind to the show! How he exited his first company in 2016 which was an e-commerce technology to a shopping cart platform [01:32 – 08:52] The Buyer’s Appetite Remains Strong Despite Recession Website Closers has over a hundred companies for sale at any given point in time with 525 million worth of businesses for sale on their marketplace The number one mistake entrepreneurs make when selling their business is having complicated or sloppy or unprofessionally prepared financial statements The two biggest mistakes when selling a business: Waiting too long Not understanding what your company’s worth [08:53 – 21:34] How CPA Partners Can Increase A Business’ Value The best time to sell is when the business is growing, stable track record of at least two years, and profit/revenue increasing Buyers don’t have the risk appetite to turn around declining businesses Plateauing businesses still have a market value Increase value by focusing on growing profit and reducing risk for the buyer [18:36 - 21:43] Closing Segment Nathan Lind shares with the listeners that cash flow is the value of a business in the lower middle market, and declining profit during the M&A process can pause or kill the deal Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team ! Final Words Connect with Nathan Lind on his: Website: Website Closers YouTube: Nathan Lind LinkedIn: Nathan Lind Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. Don’t forget to like, subscribe, and leave us a review! If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast. Tweetable Quotes “The number one biggest mistake my clients make is they have complicated or sloppy or unprofessionally prepared financial statements from financial documents. If they're doing it themselves or if they just you know, cut corners and have a very minimal income statement very vague chart of accounts with categories. That's my biggest challenge.” - Nathan Lin "The best time to sell is when things are going great." - Nathan Lind "CPAs, they're a trusted source. They're probably the first advisor person that the business owner's going to talk to when they're thinking about selling their business." – Salim Omar, CPA…

The CPA Marketing Genius Podcast

1
Episode 035: The Benefits Of Podcasting For CPAs with Spencer Carpenter 22:11

2 years yang lalu22:11

22:11

[00:01 - 01:08] Opening Segment Salim Omar, CPA introduces Spencer Carpenter to the show! Spencer shares that podcasting is not disruptive marketing, allowing brands to build rapport with potential customers without pressure to convert [01:09 – 13:48] Best Practices For Starting Your Own Podcast Show Podcast interviews can be a great way to build authority and differentiate a business Interviews force people to crystallize their messaging and repurpose it in different ways SEO benefits of podcast interviews, as each one has a unique title and description The best practices for starting a show and for being a guest on a show [01:34 – 18:35] The Benefits Of Podcasting For CPAs Spencer helps people set up their businesses for retirement The value proposition is what it is you’re bringing to the table that’s different or unique Understanding a certain type of clientele’s needs or a certain part of the tax code Learning how to balance the right the side of things while also showing you make money [18:36 - 21:43] Closing Segment Spencer Carpenter shares to the listeners to realize what you’re good at and sticking to that end Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team ! Final Words Connect with Spencer Carpenter on his: Instagram: @spencercarpenter LinkedIn: Spencer Carpenter Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. Don’t forget to like, subscribe, and leave us a review! If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast. Tweetable Quotes “You don't have to be the leading expert in your field to be able to provide value to the average person.” - Spencer Carpenter "You got to realize what you're good at and stick to that end." - Spencer Carpenter "Podcasting is a great way to differentiate a business because it's really the authority that comes from being an interviewer and interviewing different guests. So, just that role in itself creates that the positioning of authority, which I think is really, really good." – Salim Omar, CPA…

The CPA Marketing Genius Podcast

1
Episode 034: Building An Action Plan For Financial Success 27:15

2 years yang lalu27:15

27:15

[00:01 - 01:33] Opening Segment Salim Omar, CPA introduces Ryan Kimler to the show! He provides business owners with outside CFO guidance to help them understand what’s working in their business and what’s not [01:34 – 13:48] Setting Targets And Building Action Plans For Financial Success He discusses the two keys to his success: Using language that grabs a business owner’s attention Speaking in front of business owners in associations or through podcasts Widening the gap between where the business owners are and where they want to be Helping them become clear about their problems and challenges Changing their perspective on their business Focusing on the process rather than offering solutions Recognizing that financials and accounting can be rocket science to the business owner [13:49 - 27:15] Closing Segment Ryan Kimler advises listeners that if their system is not complete, bring in outside partners to help improve marketing and measure metrics Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team ! Final Words Connect with Ryan Kimler on his: Website: Financial Clarity LinkedIn: Ryan Kimler Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. Don’t forget to like, subscribe, and leave us a review! If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast. Tweetable Quotes “You've got to have the right language that really grabs a business owner's attention.” - Ryan Kimler "I really try to be as productive as possible and get everything done in an hour because I know that the business owner that I'm working with. Their time is super, super valuable." - Ryan Kimler "Languaging important, helping them become clear about where they're at, where they want to be, the gap, widening the gap.." – Salim Omar, CPA…

The CPA Marketing Genius Podcast

1
Episode 033: Get More Money for Your Clients With Tax Credits 15:01

2 years yang lalu15:01

15:01

[00:01 - 02:14] Opening Segment Salim Omar, CPA introduces Eric Kneller to the show! He is passionate about helping companies to save money and double their profits He works with CPA firm owners to help their clients save money in any way possible He provides positive reinforcement for whatever they are currently doing [02:15 – 10:47] Unlocking The Potential Of Work Opportunity Tax Credits And Employer Credits Smaller companies have been disadvantaged in this area due to a lack of ability to electronically and quickly screen and track all candidates What is the “Work Opportunity Tax Credit” (WOTC)? Employer Retention Credit (ERC) was created in response to COVID and the CARES Act Documentation and truthfulness is necessary for the successful application of ERC R&D tax credits are often overlooked but can be applied to technology companies, call centers, mining companies, etc. A cost segregation study is a tax credit that can reduce taxes and be applied to businesses that own property or improve it The best practice for CPA firms is to get out ahead of these opportunities and offer them to current clients Get ahead of customer relationships and look for opportunities to add value [10:48 - 15:01] Closing Segment Eric Kneller shares, “The Smaller Business Saver” framework, where he offers: Training Q & A sessions on Thursdays Covering topics such as specialized tax incentives, operating cost reductions, and slashing taxes to double profits Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team ! Final Words Connect with Eric Kneller on his: Website: Maranatha Consulting LinkedIn: Eric Kneller Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. Don’t forget to like, subscribe, and leave us a review! If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast. Tweetable Quotes “The whole thing about attracting and retaining and making yourself really built into that customer's business and deepening that relationship is, what I would say get ahead of it and look at these other opportunities that might be available.” - Eric Kneller "As any great CPA is going to do, you're going to document everything, you’re going, to tell the truth, and you're going to be able to calculate that credit." - Eric Kneller "Folks, businesses, they hire a professional. It's for the commodity type service, the tax prep or the accounting staff, but the real staff comes in when it's complimented with value-added services, value-added advice." – Salim Omar, CPA…

The CPA Marketing Genius Podcast

1
Episode 032: Million Dollar Insights from a 7-Figure CPA Practitioner 25:59

2 years yang lalu25:59

25:59

[00:01 - 03:44] Opening Segment Salim Omar, CPA introduces Bob Wheeler to the show! He discusses how he got into accounting His focus on communication and service [03:45 – 22:18] How To Manage Client Information And Maximize Tax Savings Mistakes he made early on including taking any client just to have billing Client attraction strategies include: Open to client requests Meeting with financial advisors Treating each tax return as a relationship Introducing office tools to manage client information Color-coded tax files for easy identification Using rolling carts to track the progress of tax returns Focused on what they were good at and avoided financial audits [22:19 - 25:59] Closing Segment Bob Wheeler shares his mission which is, to provide service to help people pay taxes without overpaying and strategize for tax savings Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team ! Final Words Connect with Bob Wheeler on his: Website: The Money Nerve Facebook: The Money Nerve Twitter: The Money Nerve Instagram: The Money Nerve Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. Don’t forget to like, subscribe, and leave us a review! If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast. Tweetable Quotes “I'm never going to lower the expectation of excellence. I'm not going to settle for mediocrity.” - Bob Wheeler "There's no right or wrong answer, but really get clear and then make sure people understand that's your mission." - Bob Wheeler "You become clear about what your strengths are, what are you good at, which is relationships, and then you've got your team doing everything else to help you stay in front of the clients." – Salim Omar, CPA…

The CPA Marketing Genius Podcast

1
Episode 031: How To Manage An Effective Team With A Managerial Leadership Role with Julian Chapman 23:32

2 years yang lalu23:32

23:32

[00:01 - 00:43] Opening Segment Salim Omar, CPA introduces Julian Chapman to the show! He discusses the importance of managerial leadership, decision-making, and clarity of strategy in an increasingly busy work environment [00:44 – 19:23] How To Manage An Effective Team With A Managerial Leadership Role Reflection is key to maintaining balance and preventing additional sanctuary trauma in the workplace Clarity of expectations is key to creating engaged employees. Managers need to define what is expected from employees and provide clarity on strategy and who is responsible for what Managers need to define what they want their team to achieve and provide clarity on what is required to achieve those goals Managing tasks and leading people starts with clarity of expectation and strategy It is important for managers to spend time engaging with their employees, and finding out what they are actually accountable for This allows for a true partnership between manager and employee, which leads to more engaged employees It is all about the use of judgment and discretion by employees, and managers have to use their judgment and discretion in order to lead effectively Managers need to set the context for their employees, explain the situation, and assess how effective employees are in delivering outputs If employees are not clear about their work or are getting involved in other people’s work, tensions can develop within the organization [19:24 - 23:32] Closing Segment Julian shares his insights on the importance of managerial leadership and how it can be an ongoing journey and shares where people can find about his book, “ The Managerial Leadership Journal ” Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team ! Final Words Connect with Julian Chapman on his: Website: The Managerial Leadership LinkedIn: Julian Chapman Twitter: Julian Chapman Book: The Managerial Leadership Journal Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com or in your favorite podcast directory. Don’t forget to like, subscribe, and leave us a review! If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast. Tweetable Quotes “I saw this time and time again, the lack of professionalism in our managerial leadership. And I call it a journey because it's not a one-and-done thing.” - Julian Chapman "When you are in a managerial leadership role, you have to recognize that you got there because of your technical know-how. And I find that this is one of the big problems that managers struggle with is they have this technical know-how." - Julian Chapman "It’s really the leader is doing a technical role, many times in the firm. So, they got to do their work and then they got to carve out time, as we said earlier, to do all this leadership stuff. That adds a big challenge." – Salim Omar, CPA…

The CPA Marketing Genius Podcast

1
Episode 030: Helping Clients Get Into Payment Plans With The IRS with Dan Henn 20:56

2 years yang lalu20:56

20:56

[00:01 - 00:44] Opening Segment Salim Omar, CPA introduces Dan Henn to the show! Dan has been in practice for 10 years and has grown his practice to the coast of Florida [00:45 – 18:02] Helping Clients Get Into Payment Plans With The IRS He offers IRS representation services in addition to his regular practice He teaches IRS representation of his regular coursework He advises practitioners to find clients from their existing client base or through marketing campaigns He points out that tax resolution services are not for everybody He advises practitioners to think about it’s not just them when starting their own business and to look for others to help them along the way He says that practitioners need to be coachable and implement their practices He shares his story of how he went from being a non-profit accountant to becoming an entrepreneur and coach in the accounting industry [18:03 - 20:56] Closing Segment Dan emphasizes the importance of being curious and seeking out new knowledge, which led him to start the Tax Resolution Academy Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team ! Final Words Connect with Dan Henn on his: Website: CPA Rockledge Facebook: Dan Henn LinkedIn: Dan Henn Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. Don’t forget to like, subscribe, and leave us a review! If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast. Tweetable Quotes “Go back to your client, list those people who owe money, find out who owed money. And if you had any question in your mind, whether or not they had the ability to pay it, give them a call and ask them.” - Dan Henn "If you like working with the IRS if you like to add extra money to your practice because you can make some really good money just on a small handful of cases. And the other thing that this lends to is we find that nowadays, because of regulations, because of the state of the IRS, because of a lot of different things, a lot of practitioners are staying in it a little bit longer in tax prep, then they probably wanted to, they're probably ready to retire and retiring with a handful of clients and working resolution. It's something that can be done remotely." - Dan Henn "Mindset is the biggest thing, finding a coach, working with a coach, and being coachable because there's a difference between finding a coach and working with a coach. But if you're not coachable then it's not going to work." - Dan Henn…

Selamat datang di Player FM!

Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.