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...
Big Money, Micro Business with Elaine Pofeldt

Big Money, Micro Business with Elaine Pofeldt

Episode: Big Money, Micro Business with Elaine Pofeldt Big Money, Micro Business with Elaine Pofeldt December 29, 2022 Starting your own business can be grueling. What can we learn from the success of other micro businesses? Is running a business all by yourself a...
Live Your Life, Insured with Kim Butler

Live Your Life, Insured with Kim Butler

Episode: Live Your Life, Insured with Kim Butler Live Your Life, Insured with Kim Butler December 16, 2022 When you create tax strategies for your clients, do you discuss the benefits of life insurance and the value it can bring to their investment plans? In this...