エピソード

  • Tax Season Chaos? This Scheduling System Fixes It with Brenda Cannon

    Tax Season Chaos? This Scheduling System Fixes It with Brenda Cannon
    2026/03/13
    Kenny Harper interviews Brenda Cannon about reducing tax-season chaos by scheduling tax prep and controlling workload instead of accepting documents anytime. Cannon explains how her firm previously promised 2–3 week turnarounds without knowing capacity, leading to bottlenecks like 105 clients submitting documents on March 15, and how the pandemic highlighted the lack of workload control. Inspired by a podcast, she implemented a scheduling system using Calendly, Make, and Airtable, then co-developed the SchedulEase software to better track client scheduling, automate reminders, and support flexible calendars by preparer or client type. She emphasizes proactive client communication about extensions, using tax projections when needed, improving efficiency, reducing status checks and errors, and using scheduling for capacity planning, client fit, and better work-life balance. 00:00 Why Scheduling Matters 01:12 Meet Brenda Cannon 03:26 From Chaos to Control 05:11 Building SchedulEase 06:34 Client Buy In 08:42 Rolling It Out 15:22 Handling Extensions 15:48 Community and Setup 22:28 Capacity and Team 24:51 Lessons and Wrap Up
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    27 分
  • Strategic Tax Planning & CPA Partnerships with Shauna “Tax Goddess” Wekherlien

    Strategic Tax Planning & CPA Partnerships with Shauna “Tax Goddess” Wekherlien
    2026/03/03
    Strategic Tax Planning & CPA Partnerships with Shauna “Tax Goddess” Wekherlien | Growth Amplifiers On Growth Amplifiers, host Rashana interviews Shauna, the “Tax Goddess,” a top-ranked US tax strategist and founder of Tax Goddess Business Services (2004), about proactive, legal tax strategy and how CPAs can better serve clients through strategic partnerships. Shauna shares her path from astrophysics to tax, compares tax planning to chess, and explains why specializing beats trying to do everything. She outlines key triggers that signal clients need deeper strategy (e.g., bringing Wall Street Journal articles or outside investment pitches), stresses aligning “aggression levels” between CPA, client, and strategist, and recommends including the CPA in strategy calls to build trust and protect relationships. They discuss referral partnerships, “inspect what you expect,” and a practical AI step using Google NotebookLM to match tax strategies to client situations. Shauna directs viewers to taxgoddess.com. 00:00 Welcome and Guest Intro 01:04 Origin of Tax Goddess 02:47 Why Partnerships Matter 04:28 Client Triggers to Refer 08:13 Matching Risk and Trust 11:53 Specialize to Grow 14:24 Referral Systems That Work 16:50 AI for Future Focus 18:16 Connect and Closing
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    19 分
  • From $100K Tax Bill to Strategic Wealth: What Business Owners Miss with Michael Uadiale

    From $100K Tax Bill to Strategic Wealth: What Business Owners Miss with Michael Uadiale
    2026/02/24
    How a CPA Built a 7-Figure Firm and Helped Clients Save $15M+ in Taxes | Michael Uadiale on Strategic Tax Planning Host Manny Torres interviews Michael Uadiale , a CPA and tax advisor with over 25 years of experience who founded a seven-figure firm and has helped clients collectively save over $15 million in taxes. Michael shares how moving to the U.S., earning a high-paying Silicon Valley job, and receiving a six-figure tax bill with no real planning from a hired CPA pushed him into tax advisory. He explains that tax outcomes can be shaped legally, ethically, and morally by using the tax code strategically, and describes challenges building his firm, including skeptical clients and CPAs resistant to planning. Michael emphasizes investing heavily in ongoing education due to constant law changes, hiring team members who value learning, and “changing your facts” through restructuring to fit the tax code. He cites mentor Tom Wheelwright, author of Tax-Free Wealth and Robert Kiyosaki’s CPA, and urges advisors to act as client advocates by planning ahead rather than delivering surprise tax bills. Contact: taxes@smithcpa.com. 00:00 Welcome and Guest Intro 00:44 Name Pronunciation and Warmup 01:21 Origin Story Becoming a Tax Advisor 04:53 Early Client and Team Resistance 08:12 Investing in Mastery and Strategy 11:39 Mentors and Tax Free Wealth 13:02 Advisory Mindset Put Clients First 15:36 How to Connect and Final Takeaways
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    17 分
  • Unlocking Financial Success: Dancing with Numbers Featuring Tricia Taitt

    Unlocking Financial Success: Dancing with Numbers Featuring Tricia Taitt
    2026/02/12
    Unlocking Financial Success: Dancing with Numbers Featuring Tricia Taitt In this insightful episode of Growth Amplifiers, we welcome Tricia Tate, a seasoned fractional CFO, CEO of FinCo, and bestselling author of 'Dancing with Numbers.' Tricia shares her unique approach to financial management, emphasizing the importance of taking actionable steps to achieve desired business results. Drawing parallels between dance and finance, she discusses how improving one's financial health can lead to substantial business growth. Tricia also delves into the benefits and limitations of using AI in financial consulting, urging entrepreneurs to focus on quality expertise. Tune in to gain valuable insights on how to strengthen your financial core and set your business up for lasting success. 00:00 Introduction and Common Misconceptions 01:01 Guest Introduction: Tricia Taitt 02:03 Understanding Fractional CFO Services 04:43 The Intersection of Dance and Finance 08:27 The Role of AI in Business 13:55 Dancing with Numbers: Book Insights 21:09 Connecting with Tricia Taitt 23:36 Final Thoughts and Takeaways
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    25 分
  • From Burnout to 90% Satisfaction: The Power of Niche Expertise and Mental Health

    From Burnout to 90% Satisfaction: The Power of Niche Expertise and Mental Health
    2026/02/01
    In this episode of Growth Amplifiers, we sit down with Randy Crabtree, a nationally recognized thought leader and co-founder of Tri-Merit. Randy shares his incredible journey from a computer programmer to one of Accounting Today’s most influential people in the profession. We dive deep into how building specialty partnerships—like Tri-Merit’s work with R&D tax credits—can help you provide more value to your clients without increasing your workload. Randy also reveals shocking statistics from his annual Satisfaction Survey, highlighting why niche expertise and "de-stigmatizing" the ask for help are the keys to 90% satisfaction levels in the workplace. In this video, you’ll learn The Art of the Collaboration: Why sharing your unique gift with others creates a "harmonized" impact. Giving vs. Selling: How educating your peers builds trust and a steady stream of referrals. *The Satisfaction Secret: Why pay isn't the biggest driver of happiness, and what truly matters to your team. Leading with Vulnerability: Why professionals have coaches and how to prioritize your own "oxygen mask." Randy Crabtree is the host of The Unique CPA podcast and the founder of the Bridging the Gap conference. He is a passionate advocate for mental health in the accounting profession and a specialty tax expert. Connect with Randy: Website: [https://tri-merit.com] (https://tri-merit.com) LinkedIn: [Randy Crabtree] (https://www.google.com/search?q=https...) Podcast: The Unique CPA
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    24 分
  • Scale Smarter, Not Harder: Service Business Growth Strategy with William Ross

    Scale Smarter, Not Harder: Service Business Growth Strategy with William Ross
    2026/01/31
    Amplifying Salon Success with William Ross: Insights from the Salon CFO Join us in this insightful episode as we talk with William Ross, the Salon financial growth expert and founder of Salon CFO and Salon Bookkeepers. Discover the innovative ways salon owners can expand their businesses, even when their one-to-one capacity is maxed out. Learn about the Elite Circle, a strategic CFO group for high-performing salon owners, and gain valuable insights into overcoming challenges, leveraging collaboration, and achieving financial clarity. Don't miss out on William's expert advice on taking actionable steps toward success and the importance of aligning visions in business ventures. Whether you're a salon owner or an entrepreneur looking to amplify your business, this episode is a must-watch! 00:00 Introduction and Capacity Challenges 00:26 Meet William Ross: Salon Financial Growth Expert 01:04 The Elite Circle: A Strategic CFO Group 01:26 The Power of Collaboration 05:13 Taking Ideas into Action 06:54 Overcoming Overthinking 10:31 William's Journey in the Salon Industry 17:52 The Importance of Alignment in Business 22:10 Final Insights and Contact Information
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    26 分
  • Why Your Small Business Needs AI Leadership Now with Azunna Anyanwu

    Why Your Small Business Needs AI Leadership Now with Azunna Anyanwu
    2026/01/14
    Unlocking Small Business Success with Azunna: Technology Leadership & AI Insights | Small Business Spotlight In this episode, host Manny Torres is joined by Azunna Anyanwu, a seasoned technology executive and founder of The Agile CIO, who shares his 25+ years of expertise in helping SMBs accelerate digital transformation. Azunna discusses his journey from corporate to consultancy, emphasizing the importance of practical systems, scalable processes, and servant leadership. They also delve into the role of AI in small businesses, debunking the myths while highlighting practical applications. Watch for actionable insights on technology leadership, process optimization, and strategic growth for small to medium-sized businesses. 00:00 Introduction and Guest Welcome 01:11 Inspiration Behind Consulting 02:48 Challenges in Transitioning to Consulting 05:02 Importance of Systems and Processes 08:22 Common Constraints in Business Growth 13:59 Leadership in a Fractional Role 16:22 AI and Technology in Business 21:58 Final Thoughts and Contact Information
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    24 分
  • Maximize Your Accounting Firm's Profitability with Expert Loren Fogelman

    Maximize Your Accounting Firm's Profitability with Expert Loren Fogelman
    2026/01/07
    In this episode of Growth Amplifiers, host Kenny talks to Loren Fogelman, founder of Business Success Solution and one of HubSpot's top 22 business coaches in the world. Loren shares her expertise on pricing and strategy for accounting firms, discussing key topics such as overcoming the fear of raising rates, the transition from hourly to value-based pricing, and effective communication with clients. T Watch for actionable insights on improving your firm's profitability and achieving a better work-life balance. 00:00 Introduction and Guest Welcome 01:28 Discussing Podcast and Amplification 02:17 Rockstar Connection and Metallica 03:40 The Importance of Pricing for Accountants 04:42 Addressing Common Fears in Raising Rates 07:41 Client Profitability Analysis 11:43 Value Pricing vs. Hourly Billing 15:44 Handling Client Objections 21:01 Steps to Work Less and Earn More 23:46 Resources and Final Thoughts
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    28 分