• The Client Acquisition Mindset Tax Firms Are Missing
    2026/04/29

    The lifeblood of any business is getting more clients, which directly impacts revenue and ensures sustainability. This video explores key mindset shifts and practical steps essential for customer acquisition, challenging the common belief that sales skills are the only (or best) path. Our discussion focuses on developing a robust business growth strategy to help you grow your business effectively.

    Signup for my newsletter:
    https://www.wootencpa.com/newsletters

    Mentorship and Coaching:
    https://www.wootencpacoaching.com

    Free resources:
    Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
    Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

    Coaching Resources:
    Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
    Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

    Other Resources:
    https://www.wootencpacoaching.com/store

    Find me on LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa/

    ******************************

    *Disclaimer:
    This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

    All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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    25 分
  • Tax Firm Owners Share Their Story: Ronnie Withaeger
    2026/04/27

    In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing an accounting practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

    This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

    Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

    Connect with Ronnie:
    https://www.linkedin.com/in/ronnie-withaeger-cpa-0790689/

    Signup for my newsletter:
    https://www.wootencpa.com/newsletters

    Mentorship and Coaching:
    https://www.wootencpacoaching.com

    Free resources:
    Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
    Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

    Coaching Resources:
    Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
    Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

    Other Resources:
    https://www.wootencpacoaching.com/store

    Find me on LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa/

    ******************************

    *Disclaimer:
    This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

    All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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    1 時間
  • Tax Firm Owners Share Their Story: Jake Demi
    2026/04/22

    In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing an accounting practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

    This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

    Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

    Connect with Jake:
    https://www.linkedin.com/in/jake-demi-6b7a8547/
    https://www.youtube.com/@wenonahbookkeeping

    Signup for my newsletter:
    https://www.wootencpa.com/newsletters

    Mentorship and Coaching:
    https://www.wootencpacoaching.com

    Free resources:
    Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
    Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

    Coaching Resources:
    Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
    Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

    Other Resources:
    https://www.wootencpacoaching.com/store

    Find me on LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa/

    ******************************

    *Disclaimer:
    This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

    All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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    55 分
  • Tax Firm Owners Share Their Story: Jasmine Richards
    2026/04/13

    In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

    This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

    Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

    Connect with Jasmine:
    https://www.linkedin.com/in/jasminerichards4/

    Signup for my newsletter:
    https://www.wootencpa.com/newsletters

    Mentorship and Coaching:
    https://www.wootencpacoaching.com

    Free resources:
    Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
    Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

    Coaching Resources:
    Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
    Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

    Other Resources:
    https://www.wootencpacoaching.com/store

    Find me on LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa/

    ******************************

    *Disclaimer:
    This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

    All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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    47 分
  • Tax Firm Owners Share Their Story: Sam Nguyen
    2026/04/06

    In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

    This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

    Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

    Connect with Sam:
    https://www.linkedin.com/in/nguyenfinancial/

    Signup for my newsletter:
    https://www.wootencpa.com/newsletters

    Mentorship and Coaching:
    https://www.wootencpacoaching.com

    Free resources:
    Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
    Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

    Coaching Resources:
    Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
    Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

    Other Resources:
    https://www.wootencpacoaching.com/store

    Find me on LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa/

    ******************************

    *Disclaimer:
    This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

    All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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    53 分
  • Tax Firm Owners Share Their Story: Natalie Kutat
    2026/03/30

    In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

    This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

    Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

    Connect with Natalie:
    https://www.linkedin.com/in/nataliekutat/

    Signup for my newsletter:
    https://www.wootencpa.com/newsletters

    Mentorship and Coaching:
    https://www.wootencpacoaching.com

    Free resources:
    Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
    Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

    Coaching Resources:
    Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
    Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

    Other Resources:
    https://www.wootencpacoaching.com/store

    Find me on LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa/

    ******************************

    *Disclaimer:
    This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

    All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    続きを読む 一部表示
    56 分
  • Tax Firm Owners Share Their Story: Daniel Cleaveland
    2026/03/23

    In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

    This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

    Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

    Connect with Daniel:
    https://www.linkedin.com/in/daniel-cleaveland-a3401947/

    Signup for my newsletter:
    https://www.wootencpa.com/newsletters

    Mentorship and Coaching:
    https://www.wootencpacoaching.com

    Free resources:
    Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
    Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

    Coaching Resources:
    Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
    Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

    Other Resources:
    https://www.wootencpacoaching.com/store

    Find me on LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa/

    ******************************

    *Disclaimer:
    This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

    All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    続きを読む 一部表示
    53 分
  • Tax Firm Owners Share Their Story: Vanette Cotto
    2026/03/16

    In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

    This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

    Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

    Connect with Vanette:
    https://www.linkedin.com/in/vanettecotto/

    Signup for my newsletter:
    https://www.wootencpa.com/newsletters

    Mentorship and Coaching:
    https://www.wootencpacoaching.com

    Free resources:
    Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
    Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

    Coaching Resources:
    Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
    Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

    Other Resources:
    https://www.wootencpacoaching.com/store

    Find me on LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa/

    ******************************

    *Disclaimer:
    This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

    All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    続きを読む 一部表示
    48 分