May 16, 2019
What clients want from their CPA has nothing to do with taxes and numbers. Tom reveals what kind of relationship clients crave, and how you can nurture this relationship. This is a must-listen episode for any CPA responsible for managing staff and clients.
May 1, 2019
The new tax code has a lot of clients questioning the job you’re doing to protect their interests. In this episode, Tom reveals the feedback he has received from across the nation during the 2019 busy season. The reviews aren’t pretty. Tom also offers solutions to how to better serve your clients.
Apr 16, 2019
Tom’s debut episode explains how to determine which clients are best for your business and how you can maximize growth serving your best clients. Starting today, 20% of your clients should be transferred away, for their good as well as yours. Once you and your clients are aligned, learn how massive growth can...