Your Tax Firm, Your Way

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Connect with Sam:https://www.linkedin.com/in/samuel-moshe-nachfolger/Join the FREE community for tax firm owners here:https://www.wootencpacoaching.com/offers/5xkHWCCb/checkoutSignup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources: https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Connect with Kyle:https://www.linkedin.com/in/kylebeltle/Join the FREE community for tax firm owners here:https://www.wootencpacoaching.com/offers/5xkHWCCb/checkoutSignup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources: https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Connect with Mike:https://www.linkedin.com/in/mike-mazzanna-cpa/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources: https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Connect with Kelly:https://www.linkedin.com/in/kellyrohrs/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources: https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this podcast, I share my personal belief on the five essential elements for running a successful tax firm, focusing keenly on confidence and competency. We discuss how to be confident in your abilities as a tax firm owner. While running an accounting firm isn't overly complicated, it does require dedication.Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Connect with Henry:https://www.linkedin.com/in/henryhuie/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources: https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this podcast, I discuss my initial experience with scheduling out my tax season, a process that proved highly effective and which I plan to continue. This approach to tax preparation and tax planning, while perhaps different from common methods, significantly improved my workflow. For any CPA looking for effective time management strategies, this offers a new perspective on how to do taxes efficiently.Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources: https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Connect with Israel:https://www.linkedin.com/in/israel-steinberg-cpa/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources: https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

The lifeblood of any business is getting more clients, which directly impacts revenue and ensures sustainability. This video explores key mindset shifts and practical steps essential for customer acquisition, challenging the common belief that sales skills are the only (or best) path. Our discussion focuses on developing a robust business growth strategy to help you grow your business effectively.Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing an accounting practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Ronnie:https://www.linkedin.com/in/ronnie-withaeger-cpa-0790689/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing an accounting practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Jake:https://www.linkedin.com/in/jake-demi-6b7a8547/https://www.youtube.com/@wenonahbookkeepingSignup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Jasmine:https://www.linkedin.com/in/jasminerichards4/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Sam:https://www.linkedin.com/in/nguyenfinancial/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Natalie:https://www.linkedin.com/in/nataliekutat/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Daniel:https://www.linkedin.com/in/daniel-cleaveland-a3401947/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Vanette:https://www.linkedin.com/in/vanettecotto/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Zan:https://www.linkedin.com/in/zanrizvi/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Andrew:https://www.linkedin.com/in/abhales/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Katie:https://www.linkedin.com/in/mkatiehelle/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Jonathan:https://www.linkedin.com/in/jsussmancpa/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Chad:https://www.linkedin.com/in/chad-huebsch/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Brenda:https://www.linkedin.com/in/brenda-cannon-cpa-223a10273/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Zee:https://www.linkedin.com/in/zee-barfoot-cpa/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Austin:https://www.linkedin.com/in/austinrice/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Zeah:https://www.linkedin.com/in/zeah-debolt-cpa-a275604b/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Niko:https://www.linkedin.com/in/nikomcelroy/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Kathy:https://www.linkedin.com/in/kathyhayden/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Rob:https://www.linkedin.com/in/rob-premselaar-42701458/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Yehuda:https://www.linkedin.com/in/yehuda-tenenbaum/Signup for my newsletter:https://mailchi.mp/wootencpa/email-signupMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching ResourcesStart Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/large-group-coachingOther Resources: https://www.wootencpacoaching.com/libraryFind me on LinkedInSignup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

You've reached a point where you need some help preparing returns. Hopefully we all get there at some point. Your options are to hire a tax preparer / data entry person, utilize the OCR options that have been around for over a decade (Gruntworx, etc), or try out the new ai options (Filed, Sweet, Juno). What do you?Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Margie:https://www.linkedin.com/in/margie-grife/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Jack:https://www.linkedin.com/in/jackaheilcpa/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Wendy:https://www.linkedin.com/in/wendyjtibbetts/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Colton:https://www.linkedin.com/in/coltonheiniger/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Carmen:https://www.linkedin.com/in/carmen-mejia-cpa-mba-753b4773/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Todd:https://www.linkedin.com/in/ktcrabtreecpa/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Erica:https://www.linkedin.com/in/erica-goode-cpa-00205616/https://www.alignedaccountants.com/Erica's e-book: https://mailchi.mp/ericagoode/15-hr-accountant-ebookErica's newsletter: https://mailchi.mp/ericagoode/15hr-email-referralSignup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!Connect with Logan & Claire:https://www.usevivify.com/who-we-arehttps://www.linkedin.com/in/loganholman/https://www.linkedin.com/in/clairegallant/Find the Right Accountant: https://findtherightaccountant.com/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.comFree resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkoutCoaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbTOther Resources:https://www.wootencpacoaching.com/storeFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/*******************************Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice.All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.