45 episodes

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.

The CPA Marketing Genius Podcast Salim Omar

    • Business
    • 5.0 • 5 Ratings

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.

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

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

    Why is it important to build systems into your business so that you can delegate tasks and become a choreographer instead of trying to do everything yourself? In this episode, Salim Omar, CPA interviews Manuj Aggarwal, Manuj is an elite technology consultant and business mentor, as he shares his incredible journey from working in factories to advising Fortune 500 companies. He talks about the importance of personal development and finding value to offer others in order to increase self-worth.

    Another value-bomb episode so make sure you tune in till the end!

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

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

    How can you create financial stability for yourself and your clients? In this episode, Salim Omar, CPA interviews Adam Lean, Adam is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He is the CEO of TheCFOProject.com which trains accountants and bookkeepers on how to offer outsourced CFO and business advisory services.

    Another value-bomb episode so make sure you tune in till the end!

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

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

    Are you struggling to find qualified CPAs? In this episode, Salim Omar, CPA interviews Uday Ranpara, Uday Ranpara is the Promoter and Director of multiple firms, including Unison Globus, Initor Global, and others, operating in the USA, UK, Australia, and Canada. With over two decades of work experience in providing financial planning and consultancy services to companies of all sizes, as well as FDI companies, he is well-versed in the implementation and compliance of Ind AS & IFRS, in addition to the conversion of Indian companies' accounts into IFRS-compliant or USGAAP-based accounts.

    Outside of his professional life, Mr. Uday Ranpara is highly respected as an academician and mentor in the field of accounting. He has acted as a visiting faculty member in top institutions across India, educating the next generation on topics like Financial Statement Analysis, Fraud Detection, Accounting Standards, Indian Accounting Standards, IFRS, and the interpretation of financial statements.

    Another value-bomb episode so make sure you tune in till the end!

    • 23 min
    Episode 041: Building A Winning CPA Practice with David Safeer

    Episode 041: Building A Winning CPA Practice with David Safeer

    In this episode, Salim Omar, CPA interviews David Safeer, David is a globally recognized expert in cash flow maximization. He shares his background in cash flow and how he founded Cash is Clear Learning Systems to help businesses and accountants grow their revenues through cash flow advisory services. He emphasizes that even profitable companies can have cash flow issues, and he shares his framework for improving cash flow.

    David explains proactive planning and people-centered approaches to cash flow management. He offers an online certification program and weekly masterminds to teach accountants how to advise on cash flow.

    Another value-bomb episode so make sure you tune in till the end!

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

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

    In this episode, Salim Omar, CPA interviews Wendy Barlin, Wendy is a successful CPA and business coach who shares her experience selling her CPA practice and transitioning to a virtual firm. She started her business in 2010 and grew it from $100, 000 to over a million by building close relationships with clients.

    She explains how she created a sense of community for her remote team using tools like Slack. She now works as a consultant helping other businesses become more profitable. She shares her time management secrets, treating herself as the heart surgeon and only seeing clients on Tuesdays and Thursdays.

    Another value-bomb episode so make sure you tune in till the end!

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

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

    In this episode, Salim Omar, CPA interviews Scott Bywater, Scott is a renowned marketing copywriter from Australia. He dives into the world of email marketing and how it can help turn your email list into booked calendar appointments and ultimately, new clients. He emphasizes the importance of providing high-quality content to build trust with subscribers.


    It’s crucial to lead with value and offer helpful information before making any sales pitches. He discusses how email marketing can leverage other forms of marketing. He delves deeper into creating subject lines for emails and overcoming writer’s block. He suggests using AI tools like Jasper to assist with generating email topics and even writing content.

    Another value-bomb episode so make sure you tune in till the end!

    • 26 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

MdrNate ,

Salim’s heart and intentions are incredible

Salim offers heart felt content to the accounting professional universe and truly sees he and his audience as guides to entrepreneurs and founders who are the heroes of their own journey. I love hearing that and 100% aligned with him. With just the first few minutes of listening to him I could tell he was the type of entrepreneur who leads with content, compassion and wants to see other thrive from his and his guests’ wisdom. I’d encourage every accounting professional listen to an episode or two!

MikeVacca95 ,

Love this show!

This show has a ton of knowledge for CPAs that want to grow their firm and Salim is fantastic at making the interview more of a conversation instead of just a cut and dry interview!

Freya the Beautiful ,

Wonderful Show!

I adore the episodes of this podcast. Every time I listen, I learn something new.

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