8 episodes

Meet members of the HABU Advisory Accelerator who are helping professional service providers (CPAs, attorneys, architects, etc…) create lasting value inside their client relationships. Hosted by Jeff Pawlow - President of the Engineered Advisory family of companies.

The Advisory Accelerator Podcast Ability Resources

    • Business
    • 5.0 • 2 Ratings

Meet members of the HABU Advisory Accelerator who are helping professional service providers (CPAs, attorneys, architects, etc…) create lasting value inside their client relationships. Hosted by Jeff Pawlow - President of the Engineered Advisory family of companies.

    Ep008: Engaging clients through an advisory approach with Nick Burgess

    Ep008: Engaging clients through an advisory approach with Nick Burgess

    "On this edition of the Advisory Accelerator Podcast, we connect with Nick Burgess of the Burgess Financial Group to discuss how his firm partners with CPAs to help expand the capabilities of their existing tax practice. By partnering with Burgess, CPAs are able to add expertise to their in-house personnel, allowing them to engage their clients through a more holistic and advisory minded approach.


    With the incredible complexity of today's tax code, no individual CPA can ever expect to have all the answers. That's why more and more firms are partnering with Burgess to ensure that nothing is falling through the cracks when it comes to providing key clients with proactive estate planning strategies.


    Take a listen to learn more about what it takes to accelerate your firm's advisory practice."



    LINKSShow Notes

    About Paragon Tax Advisory Services



    GUESTS



    Nick BurgeesAbout Nick



    Special Guest: Nick Burgees.

    • 26 min
    Ep007: Extending CPAs Capabilities using Virtual Tax Offices

    Ep007: Extending CPAs Capabilities using Virtual Tax Offices

    On this edition of the Advisory Accelerator Podcast, we connect with Stephen Way of Paragon Tax Planners to discuss how his firm partners with CPAs to help expand the capabilities of their existing tax practices. By partnering with Paragon CPAs create a virtual tax office that expands the capabilities of their in-house personnel and allows them to engage their clients through a more holistic and advisory minded approach.


    With the incredible complexity of today's tax code, no individual CPA can. Ever expect to have all the answers. That's why more and more firms are partnering with Paragon to ensure that nothing is falling through the cracks inside of their key client relationships. Take a listen to learn more about what it takes to accelerate your firm's advisory practice..





    LINKSShow Notes

    About Paragon Tax Advisory Services



    GUESTS



    Stephen WayAbout Stephen



    Special Guest: Stephen Way.

    • 29 min
    Ep006: Disaster Recovery with Victory Claims Consulting

    Ep006: Disaster Recovery with Victory Claims Consulting

    "On this edition of the Advisory Accelerator podcast, we connect with Benny Wright, the president of Victory Claims Consulting to discuss how his firm partners with CPA firms to help their clients overcome the impacts of a disaster and to maximize their insurance reimbursements.


    The need for this expertise is becoming more immediate with the recent increase in severe weather events and chances are either you or a client will have a need help to navigate this type of crisis.


    When disaster strikes, your clients will turn to you to help navigate all the complexities related to the event and Benny can partner with you to ensure you can assist like a pro. Take a listen and learn what it takes to accelerate your advisory practice."





    LINKSShow Notes

    About Victory Claims Consulting



    GUESTS



    Benny Wright About Benny



    Special Guest: Benny Wright.

    • 23 min
    Ep005: Exploring ERTC and WOTC with Philip Wentworth at Rockerbox

    Ep005: Exploring ERTC and WOTC with Philip Wentworth at Rockerbox

    "On this edition of the Advisory Accelerator podcast, we connect with Philip Wentworth, the CEO of Rocker Box to discuss how they are partnering with CPA firms to provide expertise related to both ERTC and the WOTC credits.


    The ERTC, which stands for Employee Retention Tax Credit, is a refundable tax credit that was designed to reward and encourage businesses to keep their employees on payroll.


    The WOTC, which stands for Work Opportunity Tax Credit, is a Federal tax credit available to employers for hiring individuals from certain targeted groups who have consistently faced significant barriers to employment.


    In this Episode, Philip does a deep dive on both these tax credits and so much more.


    Take a listen and learn what it takes to accelerate your advisory practice."





    LINKSShow Notes

    About The Growth Partnership

    About Rockerbox



    GUESTS



    Philip Wentworth About Philip



    Special Guest: Philip Wentworth.

    • 50 min
    Ep004: Establishing a Financial Services Practice with Oggi Ruiz

    Ep004: Establishing a Financial Services Practice with Oggi Ruiz

    On this edition of the Advisory Accelerator Podcast, we connect with Oggi Ruiz of the World Financial Group, a leading financial services platform provider, to discuss their elegant approach to helping CPA firms get into the financial services business and jump-start their success.


    It's a fascinating conversation, and their mission to help every family access financial knowledge, products, and resources to prepare for a better future really shows in their approach.


    Take a listen and learn what it takes to accelerate your advisory practice.



    LINKSShow Notes

    About The Growth Partnership

    About World Financial Group Solutions



    GUESTS



    Oggi RuizAbout Oggi



    Special Guest: Oggi Ruiz.

    • 28 min
    Ep003: The Ins and Outs of IC-DISC with David Spray

    Ep003: The Ins and Outs of IC-DISC with David Spray

    Today on the Advisory Accelerator podcast, we're talking with David Spray, President of Export Advisors, a specialty tax firm based in Houston, Texas.


    We discuss how Export Advisors are partnering with CPA firms to provide expertise related to the IC-DISC, a tax incentive helping exporters retain more of their profits.


    David's approach helps CPAs better equip themselves to identify suitable candidates for this offering.


    This is another great example of identifying opportunities to accelerate your advisory practice.





    LINKSShow Notes

    About The Growth Partnership

    About Export Advisors



    GUESTS



    David SprayAbout David



    Special Guest: David Spray.

    • 40 min

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