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

The CPA Marketing Genius Podcast

Контент предоставлен CPA Marketing Genius and Salim Omar. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией CPA Marketing Genius and Salim Omar или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

2y ago 25:59

MP3•Главная эпизода

[00:01 - 03:44] Opening Segment

Salim Omar, CPA introduces Bob Wheeler to the show!
He discusses how he got into accounting
His focus on communication and service

[03:45 – 22:18] How To Manage Client Information And Maximize Tax Savings

Mistakes he made early on including taking any client just to have billing
Client attraction strategies include:
Open to client requests
Meeting with financial advisors
Treating each tax return as a relationship
Introducing office tools to manage client information
Color-coded tax files for easy identification
Using rolling carts to track the progress of tax returns
Focused on what they were good at and avoided financial audits

[22:19 - 25:59] Closing Segment

Bob Wheeler shares his mission which is, to provide service to help people pay taxes without overpaying and strategize for tax savings
Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!
Final Words

Connect with Bob Wheeler on his:

Website: The Money Nerve

Facebook: The Money Nerve

Twitter: The Money Nerve

Instagram: The Money Nerve

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory.

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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

45 эпизодов

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