THIS WEEK’S PODCAST
You have to remember this is, first and foremost an investment. Listen
Sometimes the basic stuff is the best stuff.
Listen
This has to be situation-specific. Seemingly similar situations can have polar opposite recommendations.
Listen
Just giving your employees more money doesn’t necessarily solve their problems.
Listen
You are definitely the least boring CPA.
Listen
"Taxes HAVE to be part of the discussion"
Listen
Tax planning has to be specific to the client situation, generic advice doesn't work.
Listen
Building the right system will help you serve more of your ideal client AND serve your clients more efficiently so you can have the business and life you really want.
Listen
Tax planning provides value that is a multiple of our fee and that's just one of the services we provide.
Listen
You have to be able to help clients turn down the emotional volume.
Listen
Some taxpayers are embarrassed to share the details of their tax life so you have to get the actual tax return as an Advisor.
Listen
