18 episodes

Tax Pro Nation is the show for independent tax professionals.

Whether you're thinking about getting into the tax business to make extra money part-time or you're a seasoned tax entrepreneur dreaming of creating the next nationwide tax franchise — or like most of our listeners, you're somewhere in between — welcome home.

In the first 10 episodes, we cover The Pronto Path, the first and only step-by-step career road map available for independent tax professionals seeking to build a lifestyle of freedom and success.

In further episodes, we conduct spirited conversations with tax professionals and tax industry thought leaders, to see how they are navigating each step on the path.

Sponsored by Pronto Tax School, Inc., the premiere online tax education platform for independent tax professionals. Hosted by veteran Sales and Marketing executive Jeff Dolan, Vice President of Pronto Tax School, Inc., and co-hosted by third-generation tax business entrepreneur Andy Frye, EA, Tax Pro Nation is the independent tax pro's secret weapon.

Tax Pro Nation | The Podcast For Independent Tax Professionals Jeff Dolan & Andy Frye, E.A. | Pronto Tax School

    • Business

Tax Pro Nation is the show for independent tax professionals.

Whether you're thinking about getting into the tax business to make extra money part-time or you're a seasoned tax entrepreneur dreaming of creating the next nationwide tax franchise — or like most of our listeners, you're somewhere in between — welcome home.

In the first 10 episodes, we cover The Pronto Path, the first and only step-by-step career road map available for independent tax professionals seeking to build a lifestyle of freedom and success.

In further episodes, we conduct spirited conversations with tax professionals and tax industry thought leaders, to see how they are navigating each step on the path.

Sponsored by Pronto Tax School, Inc., the premiere online tax education platform for independent tax professionals. Hosted by veteran Sales and Marketing executive Jeff Dolan, Vice President of Pronto Tax School, Inc., and co-hosted by third-generation tax business entrepreneur Andy Frye, EA, Tax Pro Nation is the independent tax pro's secret weapon.

    17 - StorySelling with Nick Nanton

    17 - StorySelling with Nick Nanton

    Nick Nanton joins the show to talk about the importance of surrounding yourself with high performers to become one, the traits required to reach the success you want in your career and life, and how your story can be your biggest asset as a tax professional.

    • 44 min
    16 - Strong Marriage, Strong Tax Career with Kathleen Freiburghouse

    16 - Strong Marriage, Strong Tax Career with Kathleen Freiburghouse

    How do you build a strong marriage while building a strong tax career? Kathleen Freiburghouse brings her wisdom, joy, and humor as she shares timeless lessons that professionals can take to heart in their pursuit of success and happiness.

    • 58 min
    15 - Legitimize Your Hustle with Teowonna Clifton

    15 - Legitimize Your Hustle with Teowonna Clifton

    The Schedule C Queen, Teowonna Clifton, of Simply Taxes of South Carolina, LLC, is establishing her independent tax preparation business in the Columbia local market while focusing on helping entrepreneurs legitimize their side hustles. Join us in this episode of Tax Pro Nation as we listen to her stories and challenges as she grows her tax business through the Elevation Step and beyond.

    • 32 min
    14 - Salesmanship with Chauncey Hutter, Jr.

    14 - Salesmanship with Chauncey Hutter, Jr.

    Leading marketing consultant and business success coach Chauncey Hutter, Jr., calls into the show to share his valuable insights into marketing and salesmanship from his extensive career. As as an owner with 27,000 tax-return clients and coach with 3,700 tax business owner clients, Chauncey holds nothing back about the current landscape of the tax industry and where all the opportunities are. He has actually never seen more opportunity than now to capitalize on the giant shift under way.

    • 1 hr 5 min
    13 - A Strategic Desire to Help with David Reeser

    13 - A Strategic Desire to Help with David Reeser

    Executive sales trainer David Reeser visits the show to take the fear out of selling. He shares his thoughts on the mindset required to have helpful sales conversations without fear. We discuss his Victory Mindset concepts and get to role-play a sales conversation that follows a 4-Step process anyone can follow in their business.

    • 49 min
    12 - Intrapreneurship with Sean Ahlum

    12 - Intrapreneurship with Sean Ahlum

    Experienced intrapreneur, executive, and tech disruptor Sean Ahlum speaks about succeeding within the framework of a larger organization. We cover a wide range of interesting and helpful topics like intrapreneurship, innovation accounting, lean startup methodology, managing up, white spaces, unique selling propositions (USP), mindset, sharing ideas, and finding the right team.
     
    While we focus on Step 2 of The Pronto Path, we cover topics that touch on many more steps. The Activation step does not only apply to tax business owners. It applies to anyone working at a company. Employees can act entrepreneurially, too, and reap the benefits. In fact, it is a large part of being a successful tax professional.
     
    A lot of people who have a job think they should not be entrepreneurial, disruptive, or take any risks. Sean takes a different approach and discusses the reason his new mindset takes him further in business.
     
    To learn more, and for the complete show notes, visit: http://taxpronation.com/12
     
    Resources Mentioned:
     
    [02:53] The Beastie Boys and Productive vs Destructive Disruption (http://blog.beastieboys.com/) [05:25] “You can’t break the rules unless you know what the rules are.” —Kevin Canty (https://en.wikipedia.org/wiki/Kevin_Canty_(author)) [06:04] Steve Blank, Eric Ries and Lean Startup Methodology (https://en.wikipedia.org/wiki/Steve_Blank) [08:44] What is tekMountain, Castlebranch, and what makes them special? (http://tekmountain.com/) (https://www.castlebranch.com/) [20:54] “Good artists borrow. Great artists steal.”  —Austin Kleon (https://austinkleon.com/) [29:00] Persona Creation templates (https://www.google.com/search?q=persona+creation+templates) [30:53] Next Gen (http://tekmountain.com/tm_member/nextgen/) [31:21] Kevin Small with NewLine Loan, LLC (https://www.linkedin.com/in/kevin-small-608ab74) [32:54] Tax Preparer is the job with the highest average age (http://time.com/4726657/retirement-age-jobs/) [33:37] Small ball and the 2008 Philadelphia Phillies under Manager Charlie Manuel (https://en.m.wikipedia.org/wiki/2008_Philadelphia_Phillies_season)  
    Quotables:
    [05:25] “You can’t break the rules unless you know what the rules are.” —Kevin Canty (https://en.wikipedia.org/wiki/Kevin_Canty_(author)) [13:27] “The object of work is to recover the seriousness of a child at play.” —Nietzsche [20:54] “Good artists borrow. Great artists steal.”  —Austin Kleon (https://austinkleon.com/) [28:14] “I’m an intrapreneur because I just never could figure out what that one thing was that I was super passionate about.” —Sean Ahlum [29:50] “Your customers are probably already telling you what your next product is.” —Sean Ahlum [39:22] “Every single person that operates in the world is the CEO of company YOU.” —Sean Ahlum  
    In This Conversation We Cover:
     
    [02:53] The Beastie Boys and Productive vs Destructive Disruption (http://blog.beastieboys.com/) [04:28] Innovation inside a more rigid, corporate structure [05:25] “You can’t break the rules unless you know what the rules are.” —Kevin Canty [06:04] Steve Blank, Eric Ries and Lean Startup Methodology [07:50] Disrupting a small business productively and intelligently [08:44] What is tekMountain, Castlebranch, and what makes them special? (http://tekmountain.com/) (https://www.castlebranch.com/) [13:27] “The object of work is to recover the seriousness of a child at play.” —Nietzsche [14:18] Why proximity to success at all levels improves everyone’s success [15:37] The mindset of creating a safe space to incubate innovative ideas [17:37] Innovation Accounting and Return on Learning (ROL) [18:25] Metrics on learning inside a growing company and Pareto’s Principle [19:53] Successful USP’s with examples [20:54] “Good artists borrow. Great artists steal.”  —Austin Kleon

    • 56 min

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