Folgen
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[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 mentorHe 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 worldCPAs should look at how they can make a bigger impact on more peopleOffer something of value to their clientsLife 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 stressReduce stress and delegate responsibilities to their team membersAdopting new technology such as AI can make it easier for small business owners to manage peopleFinding 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
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[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 businessesHe 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 themselvesBusiness owners need help understanding cash flow and other accounting conceptsAccountants are uniquely placed to help business ownersAccountants 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 actionAll business owners want someone they trust to help them with their businessAccountants prioritize urgent tasks over important onesAccountants 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 WordsConnect 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
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Fehlende Folgen?
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[00:01 - 00:56] Opening Segment
Salim Omar, CPA introduces Uday Ranpara to the show!Uday Ranpara is the promoter and director of multiple firmsFinding 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 trainingHis academy runs different training programs to improve communication and increase efficiencyAutomation and outsourcing can reduce time and costTaking 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 outsourcingEngagement letters should be used to address security concerns and regulatory restrictionsThe track record and security measures of the outsourcing firmConducting 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 WordsConnect 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
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[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 maximizationCash 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 futureCash basis reports versus accrual basis reports can reveal discrepancies in inventoryModeling allows for visibility and proactive problem-solvingMaximization 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 succeedThe Cash flow advisory certification program helps accountants learn how to help clients with cash flow issues through online education and weekly mastermindsFocusing 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 profitabilitySalim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final WordsConnect 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
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[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 yearsHow 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 costsShifting the mindset from time-driven to results-orientedCreating a sense of community among remote workersPrioritizing 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 workdaysCreating package plans for services can simplify delivery, fee structure, and value proposition for clientsChoosing 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 improvesSalim 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
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[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 systemHe 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 salesSpecificity and curiosity are key in crafting effective subject linesResearch is crucial for laying the foundations of successful email marketingCreating 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 emailsFear of rejection and now knowing what to write about are common bottlenecks in email writingEmailing 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
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[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 workersWorkshops can help identify who you are best for and the right partners to grow withDeveloping an avatar of the ideal client to targetGrowing the business intentionally and strategicallyHiring based on company culture and values[11:30 – 16:20] How To Enhance Culture And Increase Profits
Optimizing, automating, and organizing processesCreating standard operating procedures (SOPs) to reduce stress and improve the customer experienceHiring well and making sure employees are aligned with company valuesUtilizing 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 WordsConnect 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
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[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 panelsHe 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 authorityWhat is a Google Knowledge Panel?The two different types of Knowledge Panels: For local businesses and For major corporationsTo get a Knowledge Panel, create a factual page about yourself and your company with corroboration from authoritative sourcesBrand 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 itPerfecting a Google Business cardGoogle needs to be taken by the hand and fed information in order to learnAuthority, 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 PagerSalim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final WordsConnect 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
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[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 marketplaceThe number one mistake entrepreneurs make when selling their business is having complicated or sloppy or unprofessionally prepared financial statementsThe two biggest mistakes when selling a business:Waiting too longNot 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 increasingBuyers don’t have the risk appetite to turn around declining businessesPlateauing businesses still have a market valueIncrease 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 WordsConnect 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
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[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 businessInterviews force people to crystallize their messaging and repurpose it in different waysSEO benefits of podcast interviews, as each one has a unique title and descriptionThe 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 retirementThe value proposition is what it is you’re bringing to the table that’s different or uniqueUnderstanding a certain type of clientele’s needs or a certain part of the tax codeLearning 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 endSalim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final WordsConnect 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
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[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 attentionSpeaking in front of business owners in associations or through podcastsWidening the gap between where the business owners are and where they want to beHelping them become clear about their problems and challengesChanging their perspective on their businessFocusing on the process rather than offering solutionsRecognizing 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 WordsConnect 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
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[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 profitsHe works with CPA firm owners to help their clients save money in any way possibleHe 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 candidatesWhat is the “Work Opportunity Tax Credit” (WOTC)?Employer Retention Credit (ERC) was created in response to COVID and the CARES ActDocumentation and truthfulness is necessary for the successful application of ERCR&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 itThe best practice for CPA firms is to get out ahead of these opportunities and offer them to current clientsGet 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:TrainingQ & A sessions on ThursdaysCovering topics such as specialized tax incentives, operating cost reductions, and slashing taxes to double profitsSalim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final WordsConnect 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
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[00:01 - 03:44] Opening Segment
Salim Omar, CPA introduces Bob Wheeler to the show!He discusses how he got into accountingHis 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 billingClient attraction strategies include:Open to client requestsMeeting with financial advisorsTreating each tax return as a relationshipIntroducing office tools to manage client informationColor-coded tax files for easy identificationUsing rolling carts to track the progress of tax returnsFocused 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 savingsSalim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final WordsConnect 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
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[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 workplaceClarity 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 whatManagers need to define what they want their team to achieve and provide clarity on what is required to achieve those goalsManaging tasks and leading people starts with clarity of expectation and strategyIt is important for managers to spend time engaging with their employees, and finding out what they are actually accountable forThis allows for a true partnership between manager and employee, which leads to more engaged employeesIt is all about the use of judgment and discretion by employees, and managers have to use their judgment and discretion in order to lead effectivelyManagers need to set the context for their employees, explain the situation, and assess how effective employees are in delivering outputsIf 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
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[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 practiceHe teaches IRS representation of his regular courseworkHe advises practitioners to find clients from their existing client base or through marketing campaignsHe points out that tax resolution services are not for everybodyHe 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 wayHe says that practitioners need to be coachable and implement their practicesHe 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 AcademySalim 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
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[00:01 - 02:20] Opening Segment
Michael started bringing together entrepreneurs in collaborative mastermind environmentsHe discovered that most business owners don’t know the value of their businesses and often don’t have a plan for exiting[02:21 – 15:00] How To Protect Your Business And Grow It For An Eventual Exit
He advises thinking about the value of your business is key to retirement income planningThe key to successful exit planning is to have a clear understanding of the value of the business and to add value to it before sellingThe difficulties for financial professionals to focus on exit planning, as most are focused on today rather than tomorrowThere are a lot of family dynamics that come into play when a business is sold, and it can be stressful for the business owner and their family.Locking in key employees and creating systems that add value are key drivers of increased valueClient diversification is important to ensuring that a business’ top clients account for a smaller percentage of revenueFranchising can be an effective way to increase the value of a business without having to sell it outright[15:01 - 21:41] Closing Segment
Michael shares how protecting your business is important, and there is a variety to do this by focusing on growing your business so you can eventually exit. Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final WordsConnect with Michael Ringel on his:
Website: Strategies For Wealth
LinkedIn: Michael Ringel
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 on 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
“Since all roads lead to an eventual exit. It's really important to spend the time to realize the value of your life's work, which is the value of the business. So, protect, grow, and eventually exit your business.” - Michael Ringel
"Most business owners think about how to get into business, but rarely think about how they're going to get out. So, the day after you start your business, or even beforehand, should be part of your business plan is to start thinking of the ways that you might want to get out of your business and what it might do for you." - Michael Ringel
"What people don't understand is when it comes to selling anything. It doesn't matter what the valuation is, it's a matter of what somebody's willing to pay for it." - Michael Ringel
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[00:01 - 01:24] Opening Segment
Roy Osing shares his 40 years of successful executive leadership experienceHe is devoted to inspiring leaders and entrepreneurs to stand apart from the average, boring route and achieve their true potential[01:25 – 24:45] Win In A Competitive World With Strategic Differentiation Strategy
He discusses his idea of, “Be Different or Be Dead”He created his own strategic game-planning process which helps determine how big a company wants to beHow to determine who you want to serve and how to get them to transact with youGaining a granular understanding of their target market and developing strategies to reach themIncrease revenue by targeting businesses that are willing and ableBuilding relationships with their target market and understanding their needs[24:46 - 28:46] Closing Segment
Roy shares how to be successful in the CPA profession by focusing on creating a unique and special statement that will set you apart from the competitionHe emphasizes the importance of getting away from benchmarking and copying others rather developing your own unique approach to CPA marketingSalim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final WordsConnect with Roy Osing on his:
Website: Be Different or Be Dead
LinkedIn: Roy Osing
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 on 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
“Success is a function of being different.” - Roy Osing
"If you really want to be creative and different and stand out, you have to have an audacious goal." - Roy Osing
"Get away from the world of copying, get away from benchmarking. Benchmarking is a tool for people who want to stay in the herd. If you want to be successful, you need to get out of the herd." - Roy Osing
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[00:01 - 01:58] Opening Segment
Ted Tibbetts discusses what copywriting is.The importance of copywriting in order to persuade someone in the business to purchase somethingCommunicating an idea but getting the reader or listener to take action[01:59 – 10:12] Finding The Voice Of Your CPA Firm
The complex process of copywriting requires decoding by the receiver and establishing credibilityIt helps to create a marketing message that can be understood and taken action onThe signs that your copy is not hitting the mark may include the followingBeing vague with your messageHaving no empathy for the audienceBeing boringWays to improve your copy is to be clear with the audience’s problems and solutions, and have a personality that stands outThe key to a successful CPA copywriting is identifying the desperate problem and creating a unique solution that stands out from the competitionTo get the voice of the owner or firm, you need to ask them about their childhood and what made them successfulUsing your own success stories so that you can convince your audience to trust and believe in your expertise[10:13 - 14:32] Closing Segment
Ted shares his approaches in writing marketing messages for CPA firms, by focusing on the experience the customer has during and after the interactionSalim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final WordsConnect with Ted Tibbetts on his:
Website: Ted Tibbetts
LinkedIn: Ted Tibbetts
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
“Communication is really complex. If you think about the mechanism, you have to formulate an idea in your head and then articulate language, whether it's spoken or written.” - Ted Tibbetts
"Everybody's got their own individual personality and individual skills and figure out what those are and then highlight those and really emphasize those. So, getting that unique perspective in and that voice goes a long way to do that." - Ted Tibbetts
"The personal stories are the ones that allowed that voice to come through and paint a picture of them as people… So, I think those important things are good strategies in order to find that voice." - Ted Tibbetts
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[00:01 - 04:04] Opening Segment
Anmol Singhi discusses the importance of SEO for accounting firmsSEO is beneficial in terms of traffic and leadsSEO can help an accounting firm rank higher in search engine results pages, increasing visibility and generating more leads[04:05 - 12:42] Rank Your CPA Firm Higher With SEO Optimization
Paid search advertising is one way to achieve results with SEOThe objective of SEO for an accounting firm is to be on the top three results page for relevant in a local areaHe discusses on-site and off-site SEO which includesBacklinksGoogle My BusinessCitationsIt is important to have in order to have a local presence and be found by potential clients[12:43 - 18:03] Closing Segment
He shares that it is important for a blog to be consistent in terms of frequency and topic, and for keywords to be includedSalim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final WordsConnect with Anmol Singhi on his:
Website: Anmol Singhi
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 on 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:
“SEO is the one thing that I recommended them, and that produced results for them because SEO is long term.” - Anmol Singhi
"SEO is a small word, but it has a lot of stuff going on in itself." - Anmol Singhi
"Google Map business is not enough, again, it's a search engine in itself. Maps is a search engine in itself. So, if you have a GMB listing, you have to do the citations. Citations are again distributing your listing data on different channels." - Anmol Singhi
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[00:01 - 02:02] Opening Segment
Salim Omar, CPA discusses how there are opportunities within your CPA firm that can generate extra incomeBy attracting high-value clients, you can increase your revenues significantly[02:03 - 04:55] Identifying Opportunities Within Your CPA Firm
Salim Omar, CPA discusses the key to success if recognizing opportunities within your client basePricing can be based on the tangible or intangible benefits a firm provides to their clientsWhat is value pricing?The importance of communication with clients[04:56 - 06:55] Closing Segment
Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final WordsConnect with Salim Omar, CPA on his:
Website: Salim Omar, CPA
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 on 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
“Opportunity lurks in everyone's backyards.” - Salim Omar, CPA"Don't ignore the hidden opportunities within your client base." - Salim Omar, CPA
“Provide the value in the way you write, in the way you communicate to the clients, the advice you give, what you share with them, and how you share it.” – Salim Omar, CPA
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