The ProMarketer Podcast Christian Jones

Sleepless nights… 
 
Marketing blunders… 
 
Terror clients… 
 
Business demands…
 
Running your accounting business doesn’t have to look like this. There is a better way to build your firm, and Ryan Lazanis, owner and CEO of Future Firm, can show you how.
 
Future Firm helps accountants like you restructure and grow their businesses into something that’s profitable… and enjoyable to run.
 
Here Ryan shares with ProMarketer Podcast host, Christian Jones, his strategies for packaging and pricing in a progressive way that is comfortable for you, the firm owner, and attractive to your client base. He also talks hiring strategies to get A-player people on your team.
 
If you want to get unstuck from where your business is at, listen in.
 
And don’t forget to come back for Part 2…

With so much confusion surrounding the Corporate Transparency Act (CTA) and Beneficial Ownership Information (BOI) reporting, many business owners are struggling to navigate the process and avoid potential penalties. 
 
And if you as an accountant are one of those feeling lost, you're not alone.
 
That’s why Christian Jones, CEO of TaxProMarketer, recently sat down with returning podcast guest and long-time TPM friend Mike Gordon, with over three decades of experience running a successful CPA practice, to discuss the CTA and BOI reporting. Mike has dedicated the better part of the last 3 years to understanding the CTA and BOI reporting to greater serve his clients, and guide other business owners to succeed. 
 
In this podcast with Mike, you’ll learn…
 
Non-Compliance Penalties: Why you should stay informed and take action regularly to avoid potential penalties.
Safeguards for your business: Strategies to implement a monthly compliance checklist to stay on top of regulatory changes.
Client Communication: Why you should be proactive with communicating with clients regarding their BOI.
 
Looking ahead to where the world is going, as tax and accounting professionals, you MUST equip yourself with the tools you need to stay compliant while also helping your clients thrive. 
 
Listen in as Mike shares strategies and tools that he has developed to better position yourself to be protected while ALSO serving your clients well with CTA and BOI reporting requirements.
 
Listen here.

As a small business owner, you're constantly thinking about the future. You see the challenges and opportunities ahead, and you know you need to be prepared to face them in order to scale and grow your business.
 
But let's be real: Without the right tools and resources, it's going to be tough. That's why it's important to use the tools and resources becoming more and more available to you, especially when planning for the future of your firm.
 
In today’s episode, TPM CEO Christian Jones is joined by Dave Hartley, CPA and lifelong technologist. Dave Hartley spearheads growth and innovation efforts at Anders CPAs + Advisors and has a lot of insight on what’s available to the accountants right now.
 
Join Christian and Dave as they share their insights on the future of the CPA profession, including the impact of AI in accounting, how to scale your business, and why now is a great time to be a young CPA.

Every small business owner will experience business growth—at least they should.
 
With growth comes new opportunities, and new challenges to overcome, with very real growing pains.
 
Hiring qualified staff members
Client loyalty
Maintaining your culture and values
Your ever-evolving role as a business owner
Leveraging new technologies
 
The list goes on and on.
 
In this episode, TPM CEO Christian Jones and long-time TPM client Anthony Mauriello, who grew from one office to six on the East Coast, explore the opportunities and challenges of business growth.
 
Listen in as Anthony details his transition from hands-on preparer to strategic CEO, offering valuable lessons for tax and accounting pros. Discover how determination, innovative strategies, and a focus on client value can drive business growth while keeping your passion alive.
 
Resources 
https://www.mytaxfella.com/tools-and-resources/
https://www.mytaxfella.com/blog
http://www.mytaxfella.com/
 
Connect with Anthony Mauriello: AnthonyMauriello@MyTaxFella.Com

Don’t get stuck in the sole proprietor trap as the owner of your tax/accounting business. Instead focus on hiring the right people who you could see filling your place and making your business grow. 
 
But hiring can feel like a hit or miss process. Sometimes you don’t know what kind of employee you have until you put work in front of them.
 
So, what kind of guidelines do you put in place for hiring the right employees? A few of them…
 
Have a vision for what you want your business to be
Fill your gaps, find your complements
Hire for traits, not just skills
Think about team fit
 
TaxProMarkter Founders Nate Hagerty and Troy Lakey talk about the specifics that guided them in the hiring process and helped them replace themselves and grow the agency.

Want to know the secret sauce to a thriving workplace and loyal employees? It isn’t necessarily compensation or benefits. It’s something known as employee care which Eugenia Brock (TPM COO) and Katherine Hershberger (TPM Chief of Staff) emphasize is a lot more about intangibles and workplace culture. And employee care doesn’t happen by chance. Creating a work culture where people can thrive takes serious intention.
 
Episode resources:
 
Setting your company’s vision, values, & culture with Troy Lakey