37 episodes

A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients, a better practice, and the life you deserve.

Learn more about the WealthAbility® Network:
https://wealthability.com/thenetwork/

WealthAbility® for CPAs Tom Wheelwright, CPA

    • Business
    • 4.8 • 10 Ratings

A show designed exclusively for CPAs who own their own firm (or want to someday). In this podcast, Tom Wheelwright shows entrepreneurial CPAs the fastest path to massive wealth: designing a firm to run itself. Tune in as world-renowned tax expert and bestselling author guides you to better clients, a better practice, and the life you deserve.

Learn more about the WealthAbility® Network:
https://wealthability.com/thenetwork/

    Tech Debt: Redefined for CPAs

    Tech Debt: Redefined for CPAs

    Joining us for this episode is Michael Fillios as we define "tech debt" and how it relates to its historically accepted definition as "technical debt". Tune in as they discuss how the terminology has evolved over the past 3 decades, potentially increasing its value to your business.

    • 38 min
    Counting on Coaches as a CPA

    Counting on Coaches as a CPA

    In this episode, Tom Wheelwright and special guest Rick Maryanski discuss the value of coaching and mentorship for the CPA. It’s important to maintain a steady, growing education even after formal schooling ends. Do you have teachers in your life you can count on?

    • 27 min
    The CPA vs Automation: Are You At Risk?

    The CPA vs Automation: Are You At Risk?

    Understanding the ever-changing landscape of technology and our roles within it can daunting. In this episode of the CPA Show, Tom Wheelwright shares insight on ways to take advantage of the future. From downsizing office space to blockchain utilization, preparation is imperative to the survival of your business. Is your practice ready for tomorrow?

    Sign Up For The CPA Revolution Master Class
    https://wealthability.com/cpa-revolution-masterclass-with-tom-wheelwright-market/?inf_field_ReferralCode=wacpas

    • 29 min
    CPA Firms: The Choices We Have

    CPA Firms: The Choices We Have

    Has your practice had a smooth transition into the new world? In this episode of the CPA podcast, Tom Wheelwright explains the importance of keeping communication lines open, secure and operational with your employees and clients. He also discusses why establishing guidelines and letting employees decide their personal work environment is important to keeping everyone safe, mentally and physically.

    • 25 min
    Good CPAs Give Good News

    Good CPAs Give Good News

    What do we owe our clients? Tom discusses the role of a CPA and how communication can lead to opportunity. Managing your clients fears, setting expectations and being transparent all become easier when proper communication is practiced. In this episode, Tom demonstrates that even price estimates can be turned into good news.

    • 18 min
    Run Your CPA Firm Remotely

    Run Your CPA Firm Remotely

    Many tax firms are now operating remotely and some for the first time. In this episode Tom Wheelwright, shares his experience, tips and suggestions to running your firm remotely. Listen and get insights on interacting with clients, going paperless, how to work with staff and more.

    • 24 min

Customer Reviews

4.8 out of 5
10 Ratings

10 Ratings

JoshCan ,

Excellent

I've been following Tom for years after reading Tax-Free Wealth. Very excited he's started a new podcast just for CPAs. Can't wait for more episodes.

Top Podcasts In Business

Listeners Also Subscribed To