Shifting Gears with John Thompson

Shifting Gears with John Thompson

Episode: Shifting Gears with John Thompson Shifting Gears with John Thompson April 15, 2023 Are you curious about shifting from compliance-based tax services to strategic and consultive? What is the value in accelerating your firm to another level?  In this episode,...
ChatGPT vs. CPAs with Professor Nick Hallman

ChatGPT vs. CPAs with Professor Nick Hallman

Episode: ChatGPT vs. CPAs with Professor Nick Hallman ChatGPT vs. CPAs with Professor Nick Hallman March 22, 2023 What impact can AI have on the accounting and advisory professions? Is there a way to utilize AI for your practice, but still position your business to be...
Planning for Success with Dan Gardner

Planning for Success with Dan Gardner

Episode: Planning for Success with Dan Gardner Planning for Success with Dan Gardner March 8, 2023 Are your plans working out for you? Or do you find them working against you – costing you time, money, your team and your company? Are there practical ways to...
Tell Your CPA Story with Justin Breen

Tell Your CPA Story with Justin Breen

Episode: Tell Your CPA Story with Justin Breen Tell Your CPA Story with Justin Breen February 9, 2023 How can we CPAs find and attract the best clients for us? Is there a way we can only work with clients we genuinely enjoy? In this episode, Justin Breen joins Tom to...
2023 Tax Changes with Garrett Watson

2023 Tax Changes with Garrett Watson

Episode: 2023 Tax Changes with Garrett Watson 2023 Tax Changes with Garrett Watson January 12, 2023 It’s important to prepare ourselves for the future, so we can better help our clients traverse the ever-evolving tax code in 2023. In this episode, Garrett Watson...