Episode: Building a Remote Practice

Building a Remote Practice

8/11/21

Is a remote practice viable? In this moment of social disarray, it may seem daunting to move your interactions with employees and clients to a completely digital format. In this episode, Tom explores the necessary changes you should expect to make as your business demands shift to online platforms.

Episode Talking Points:

02:35 – Increasing the attention you give your clients.
05:44 – Do your clients have your cell phone number?
08:55 – The ‘pros’ of going paperless. 13:32 – Are you disrupting your own office?
16:46 – Have rules been established within your business?
12:41 – Cultivate a team.

Building a Remote Practice

Recent Episodes

How to Recruit Talent During a CPA Labor Crisis with Paul Madsen

How to Recruit Talent During a CPA Labor Crisis with Paul Madsen February 21, 2024 WealthAbility for CPAs #117 – Join Tom Wheelwright in this...

How to Protect Your Clients from Cyber Threats with Derek Reveron & John E. Savage

How to Protect Your Clients from Cyber Threats with Derek Reveron & John E. Savage February 9, 2024 WealthAbility for CPAs #116 – Join Tom...

How to Use AI for Amplified Intelligence in Taxes with Kate Bravery

How to Use AI for Amplified Intelligence in Taxes with Kate Bravery January 25, 2023 WealthAbility for CPAs #115 – Join Tom Wheelwright in this...

More From Tom

Weekly Report

Tom's Best Selling Book