The CPA Marketing Genius Podcast

Salim Omar
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Join CPA & Entrepreneurial Accountant Salim Omar as he guides the audience through the principles of his "Genius Model", which shows CPA firm owners and accountant & tax practitioners how to make their practice successful.

  1. 08/04/2023

    Episode 044: Increase Productivity Through The Use Of AI Technology With Manuj Aggarwal

    [00:01 - 01:10] Opening Segment  Salim Omar, CPA introduces Manuj Aggarwal to the show!Manuj Aggarwal started as a factory worker and went on to become an elite technology consultant and business mentorHe is recognized as one of the top 500, global thought leaders in AI and startups by Brain Z magazine[01:11 – 07:43] Achieve Success And Reduce Stress Increase your self-worth and focus on discovering what value he could create in the worldCPAs should look at how they can make a bigger impact on more peopleOffer something of value to their clientsLife never lets us down and we should have the confidence to overcome challenges[07:44 – 15:44] Increase Productivity Through The Use Of AI Technology Small business owners tend to take on too much stressReduce stress and delegate responsibilities to their team membersAdopting new technology such as AI can make it easier for small business owners to manage peopleFinding your true “Why” is essential for self-belief and self-reinforcement[15:45 - 22:42] Closing Segment Manuj talks about the importance of personal development and finding value to offer others in order to increase self-worth!Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  Final Words  Connect with Manuj Aggarwal on his: Website: Manuj Aggarwal LinkedIn: @manujaggarwal Twitter: @manujagro Instagram: @manujagro Facebook: @manujagro YouTube: @manujagro   Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory.    Don’t forget to like, subscribe, and leave us a review!   If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.   Tweetable Quotes  “Stress always comes about imagining our current fears that will come true in the future.” - Manuj Aggarwal   “Everything is belief. Self-belief is very important because even if you have a good support system, what you can see, nobody else can see as an entrepreneur. So that self-belief and self-reinforcement is very, very, essential." - Manuj Aggarwal   “The concept of Kaizen, a Japanese term, is a constant and never-ending improvement. And it's really the small things when done every day that can make that big difference.” – Salim Omar, CPA

    24 min

  2. 06/16/2023

    Episode 043: 43 Why Business Owners Need a CFO with Adam Lean

    [00:01 - 01:10] Opening Segment  Salim Omar, CPA introduces Adam Lean to the show!Adam Lean is a former accountant, turned two-time entrepreneur who built, scaled, and sold two businessesHe is the CEO of TheCFOProject.com[01:11 – 07:43] Improving Revenue, Profit, and Cash Flow With A CFO Most businesses owners rely on their accountant or bookkeeper to understand numbers as they don’t want to understand it themselvesBusiness owners need help understanding cash flow and other accounting conceptsAccountants are uniquely placed to help business ownersAccountants need to learn how to forecast and understand the main drivers of a business in order to provide forward-looking advice[07:44 – 15:44] Why Business Owners Need A CFO Accountants must be able to follow up with clients throughout the month to ensure they are taking actionAll business owners want someone they trust to help them with their businessAccountants prioritize urgent tasks over important onesAccountants can package service as one or hire people under them to do tax returns and bookkeeping[15:45 - 22:42] Closing Segment Adam Lean shares his insights on creating financial stability with the use of a CFO for your business!Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  Final Words  Connect with Adam Lean on his: Website: The CFO Project LinkedIn: Adam Lean   Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory.    Don’t forget to like, subscribe, and leave us a review!   If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com   Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.   Tweetable Quotes  “It's not enough just to understand all the technical sides of being a CFO. You also have to understand what we call the soft sides of being a CFO. You have to understand how to talk to business owners and a way to get them to take action. You have to understand how to make plans.” - Adam Lean   "Every business wants somebody that they trust. And if you're already their accountant, they trust you. They inherently trust you and if you come to them and say, “Hey, I was going through your tax return, I was going through your books, and I noticed I spotted some red flags and I spotted some opportunities for growth.” Can we get on a call tomorrow or next week? Who's going to say no to that? So, they're all going to be interested, and because they already trust you." - Adam Lean   “I feel the accountant is very uniquely placed with a lot of trusts, a lot of relationships that they've got, and a really a look in the inside. And if they can then utilize their observation and bringing into the business owner in terms of what they need to do going forward to make their business better and more efficient and so forth.” – Salim Omar, CPA

    23 min

  3. 06/02/2023

    Episode 042: Driving Business Excellence: Strategies to Thrive amidst Talent Shortages with Uday Ranpara

    [00:01 - 00:56] Opening Segment  Salim Omar, CPA introduces Uday Ranpara to the show!Uday Ranpara is the promoter and director of multiple firmsFinding the right talent is a significant challenge[00:57 – 10:44] Finding The Right Talent: Benefits Of Outsourcing For Accounting Firms The benefits of outsourcing include cost savings, access to the right talent, and avoiding the headache of providing trainingHis academy runs different training programs to improve communication and increase efficiencyAutomation and outsourcing can reduce time and costTaking a leap of faith is necessary for outsourcing[10:45 – 17:09] Improving Communication And Automation With Outsourcing Security, data theft, data leakage, or data breach are some of the hesitations firms have before outsourcingEngagement letters should be used to address security concerns and regulatory restrictionsThe track record and security measures of the outsourcing firmConducting training programs and workshops for employees[17:10 - 23:30] Closing Segment Uday Ranpara highlights key factors to consider when choosing an outsourcing partner including track record, security measures, technology investments, and licenses for software, training programs, and communication!Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  Final Words  Connect with Uday Ranpara on his: Website: Unison Globus LinkedIn: Uday Ranpara   Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory.    Don’t forget to like, subscribe, and leave us a review!   If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.   Tweetable Quotes  “Because there are so many outsourcers, how to choose the right one because outsourcing nowadays is not only outsourcing, you are choosing your partner, with whom you are working day and night. So, you have to be very much vigilant in choosing the right outsourcing partner.” - Uday Ranpara   "The main benefits these days. What people will get more than that over and above that, definitely cost is one major thing but then, in US and India, there are more than 10 hours of difference between these two countries. So, when US sleeps, India is working and when India sleeps US is working." - Uday Ranpara   “It's not a replacement, an outsourced team such as Unison Global compliments your existing in an in-house team.” – Salim Omar, CPA

    24 min

  4. 05/19/2023

    Episode 041: Building A Winning CPA Practice with David Safeer

    [00:01 - 01:40] Opening Segment  Salim Omar, CPA introduces David Safeer to the show!David Safeer is a globally recognized expert in cash flow maximizationCash flow is key even for profitable companies, and there are always ways to make it better[01:41 – 11:58] Breaking Down Barriers To Cash Flow Mindset is the biggest issue in cash flow management, as CPAs are trained to look backward instead of projecting the futureCash basis reports versus accrual basis reports can reveal discrepancies in inventoryModeling allows for visibility and proactive problem-solvingMaximization involves counterintuitive strategies like paying upfront for better prices or offering financing options[11:59 – 17:52] Building A Winning CPA Practice Cash flow is crucial for businesses to succeedThe Cash flow advisory certification program helps accountants learn how to help clients with cash flow issues through online education and weekly mastermindsFocusing on a niche that can differentiate an accounting firm in the marketplace and build a reputation as a trusted advisor[17:53 - 23:42] Closing Segment David Safeer advises listeners that cash flow management goes beyond just solving problems, it’s about maximizing opportunities for growth and profitabilitySalim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  Final Words  Connect with David Safeer on his: LinkedIn: David Safeer Twitter: @David_Safeer Website: David Safeer   Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory.    Don’t forget to like, subscribe, and leave us a review!   If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/   If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com   Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.   Tweetable Quotes  “If you can focus in on a niche like that and get a reputation for a niche and get a reputation for actually helping companies, not just with the financial. But in other areas to become a trusted advisor, to me, that's the way to build a winning CPA practice.” - David Safeer   "I'm putting “loser” in air quotes because they're not bad people. They're just unprofitable clients that maybe should be eliminated from our portfolio or turned into profitable clients. That's where you can make infrastructure changes that drastically impact your ability to generate cash for the company, is by looking in the different areas of the business outside of the finance department." - David Safeer   “Cash flow is key, even for companies that are profitable.” – Salim Omar, CPA

    23 min

  5. 05/05/2023

    Episode 040: Embracing A Results-Oriented Model with Wendy Barlin

    [00:01 - 01:44] Opening Segment  Salim Omar, CPA introduces Wendy Barlin to the show!Wendy grew her practice from $100K to over $1M in 11-12 yearsHow she transitioned from having a physical office to a virtual firm[01:45 – 10:12] Embracing A Results-Oriented Model Moving her business to a remote work model, which allowed for more flexibility and saved on costsShifting the mindset from time-driven to results-orientedCreating a sense of community among remote workersPrioritizing time management and setting boundaries with clients[12:13 – 16:33] Moving The Business To The Sky Setting strict time management barriers can lead to more productive and less stressful workdaysCreating package plans for services can simplify delivery, fee structure, and value proposition for clientsChoosing a niche and offering packages can make marketing and managing teams easier[16:34 - 20:35] Closing Segment Wendy Barlin advises CPA listeners on the need to adapt to new services and offerings as AI technology improvesSalim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  Final Words   Connect with Wendy Barlin on his: Website: Wendy Barlin LinkedIn: Wendy Barlin Instagram: @wendybarlincpa   Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory.    Don’t forget to like, subscribe, and leave us a review!   If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com   Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.   Tweetable Quotes  “We have to change our mindset from being so time driven to being results-oriented.” - Wendy Barlin   "There's not such a big disparity right now, you still have to be smart about it. Most people enjoyed working from home. I think the challenge is to create a sense of community, to create this feeling that you're not just home alone, that you're part of something.." - Wendy Barlin

    21 min

  6. 04/28/2023

    Episode 039: Maximizing The Power Of Email Marketing with Scott Bywater

    [00:01 - 01:31] Opening Segment  Salim Omar, CPA introduces Scott Bywater to the show!Scott is a sought-after marketing copywriter and creator of the Simple Email ROI systemHe discusses email marketing and using copy in the right way to turn email lists into booked calendar appointments and more revenues[01:32 – 11:29] Turning Email Lists Into Booked Appointments Email is a powerful tool for building trust and increasing salesSpecificity and curiosity are key in crafting effective subject linesResearch is crucial for laying the foundations of successful email marketingCreating a subject line for an email after writing it can be an effective way of writing emails[11:30 – 16:20] Maximizing The Power Of Email Marketing Utilizing tools like Jasper and chatGPT can help generate email topics and even write emailsFear of rejection and now knowing what to write about are common bottlenecks in email writingEmailing too little is a bigger risk than emailing too much[16:21 - 21:28] Closing Segment Scott Bywater shares that the size of the email list is not the only factor in determining ROI because smaller lists can still be effective!Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  Final Words  Connect with Scott Bywater on his: Website: Simple Email ROI Website: Copywriting That Sells LinkedIn: Scott Bywater   Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory.    Don’t forget to like, subscribe, and leave us a review!   If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.   Tweetable Quotes  “In order to win people's trust, you need to deliver value. So, email is copywriting, which is essentially salesmanship in print.” - Scott Bywater   "Lead with value, because if I'm leading with value for the majority of the time, occasionally you can have a direct sales email. But the majority of the time I'm leading with value then it's natural that you're going to want to click on it." - Scott Bywater   "Don’t get offended, when their emails are getting deleted because they're sending it to a prospect and the prospect's deleting that email. Because they don't have a need perhaps for an accountant or that's not their area of focus at that time, but there will be a time when it will be." – Salim Omar, CPA

    26 min

  7. 04/14/2023

    Episode 038: How To Enhance Culture And Increase Profits with Tyler Horsley

    [00:01 - 01:31] Opening Segment  Salim Omar, CPA introduces Tyler Horsley to the show!He founded his own company called, “Nuclear Networking”His advice for growing a business or accounting firm is to understand your identity and be able to explain what you do in less than 10 seconds[01:32 – 11:29] Building A Successful Organization Internal communication is key, especially with remote workersWorkshops can help identify who you are best for and the right partners to grow withDeveloping an avatar of the ideal client to targetGrowing the business intentionally and strategicallyHiring based on company culture and values[11:30 – 16:20] How To Enhance Culture And Increase Profits Optimizing, automating, and organizing processesCreating standard operating procedures (SOPs) to reduce stress and improve the customer experienceHiring well and making sure employees are aligned with company valuesUtilizing tools such as Predictive Index to build teams based on criteria[16:21 - 21:28] Closing Segment Tyler shares with listeners that recognizing that success if often accompanied by pain, heartache and other challenges Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  Final Words  Connect with Tyler Horsley on his: Website: Nuclear Networking LinkedIn: Tyler Horsley Facebook: Nuclear Networking   Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory.    Don’t forget to like, subscribe, and leave us a review!   If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.   Tweetable Quotes  “I'm a huge advocate for really understanding your identity before putting money behind traffic.” - Tyler Horsley   "If you stand for nothing, you'll fall for anything." - Tyler Horsley   "Make sure you had the right people, if you're talking about values and making sure they're aligned to the values that your organization." – Salim Omar, CPA

    21 min

  8. 03/31/2023

    Episode 037: Controlling Your Brand SERPs with Jason Barnard

    [00:01 - 01:20] Opening Segment  Salim Omar, CPA introduces Jason Barnard to the show!Jason is an author and digital marketing consultant who specializes in brand sales and knowledge panelsHe has spent 10 years figuring out how to educate and how to manage your brand on Google[01:21 – 14:56] Controlling Your Brand SERP Corroborating this information with third-party sources around the web to build credibility and authorityWhat is a Google Knowledge Panel?The two different types of Knowledge Panels: For local businesses and For major corporationsTo get a Knowledge Panel, create a factual page about yourself and your company with corroboration from authoritative sourcesBrand SERP is the search engine results page for your name or company name and it’s important to your bottom line[14:57 – 21:55] Why Your Brand SERP Matters Brand SERP is Google’s one-pager about you, so you need to control itPerfecting a Google Business cardGoogle needs to be taken by the hand and fed information in order to learnAuthority, expertise, and trustworthiness are key components of dominating your niche on Google[21:56 - 23:36] Closing Segment Jason Barnard shares with the listeners that searching one’s own name can help determine what should be seen on the Google One PagerSalim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  Final Words  Connect with Jason Barnard on his: Website: Kalicube LinkedIn: Jason Barnard   Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory.    Don’t forget to like, subscribe, and leave us a review!   If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/ If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.   Tweetable Quotes  “Google is learning to understand the world and it has a massive encyclopedia, a machine-readable encyclopedia that it uses by its machines that are based on understanding. And when you think about it from that perspective, you realize you need to educate this machine, you need to fill it encyclopedia with information.” - Jason Barnard   "The way to educate it (Google) is to explain clearly to it who you are, what you do, and which audience you serve.” - Jason Barnard

    24 min
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Join CPA & Entrepreneurial Accountant Salim Omar as he guides the audience through the principles of his "Genius Model", which shows CPA firm owners and accountant & tax practitioners how to make their practice successful.

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