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BOI Reporting

Demystifying BOI Reporting with Mike Gordon

With so much confusion surrounding the Corporate Transparency Act (CTA) and Beneficial Ownership Information (BOI) reporting, many business owners are struggling to navigate the process and avoid potential penalties.  And if you as an accountant are one of those feeling lost, you’re not alone. That’s why Christian Jones, CEO of TaxProMarketer, recently sat down with

AI in accounting

The Future of AI in Accounting with Dave Hartley

As a small business owner, you’re constantly thinking about the future. You see the challenges and opportunities ahead, and you know you need to be prepared to face them in order to scale and grow your business. But let’s be real: Without the right tools and resources, it’s going to be tough. That’s why it’s

Business growth

Business Growth for Tax Professionals with Anthony Mauriello

Every small business owner will experience business growth—at least they should. With growth comes new opportunities, and new challenges to overcome, with very real growing pains. The list goes on and on. In this episode, TPM CEO Christian Jones and long-time TPM client Anthony Mauriello, who grew from one office to six on the East

hiring

Hiring Guidance for Your Accounting Business

Don’t get stuck in the sole proprietor trap as the owner of your tax/accounting business. Instead focus on hiring the right people who you could see filling your place and making your business grow. But hiring can feel like a hit or miss process. Sometimes you don’t know what kind of employee you have until

employee care

Employee Care – The Secret to a Thriving Workplace

Want to know the secret sauce to a thriving workplace and loyal employees? It isn’t necessarily compensation or benefits. It’s something known as employee care which Eugenia Brock (TPM COO) and Katherine Hershberger (TPM Chief of Staff) emphasize is a lot more about intangibles and workplace culture. And employee care doesn’t happen by chance. Creating

CFO Services Are the Future of Accounting with Adam Lean

In 10 years, most accounting work will be done by AI. So, as an accountant you have to ask yourself, What do my clients need most from me that can’t be done by AI? Adam Lean’s answer: Be a trusted business advisor, a CFO. Adam (The CFO Project) shares with host Christian Jones exactly what

selling

Selling Can Be Fun for Accountants with Michelle Weinstein

Ever put selling and fun in the same sentence?  If you’re like a lot of tax professionals and accountants, you shudder every time you have to think about sales. Sales feels like a slimy part of business… and it’s difficult to express your value and convince others of it too. But…Selling doesn’t have to be

accounting opportunities

Seize These Accounting Opportunities Right Now with Roger Knecht

Accounting opportunities are exploding right now.  Many long-time accountants are on the verge of retirement. Others are jumping ship to new careers. AI is revolutionizing the role of the accountant. It all adds up to wide open doors and a plethora of tax and accounting opportunities. And if you’re one of these… You’ll want to

BOI Reporting

Demystifying BOI Reporting with Mike Gordon

With so much confusion surrounding the Corporate Transparency Act (CTA) and Beneficial Ownership Information (BOI) reporting, many business owners are struggling to navigate the process and avoid potential penalties.  And if you as an accountant are one of those feeling lost, you’re not alone. That’s why Christian Jones, CEO of TaxProMarketer, recently sat down with

AI in accounting

The Future of AI in Accounting with Dave Hartley

As a small business owner, you’re constantly thinking about the future. You see the challenges and opportunities ahead, and you know you need to be prepared to face them in order to scale and grow your business. But let’s be real: Without the right tools and resources, it’s going to be tough. That’s why it’s

Business growth

Business Growth for Tax Professionals with Anthony Mauriello

Every small business owner will experience business growth—at least they should. With growth comes new opportunities, and new challenges to overcome, with very real growing pains. The list goes on and on. In this episode, TPM CEO Christian Jones and long-time TPM client Anthony Mauriello, who grew from one office to six on the East

hiring

Hiring Guidance for Your Accounting Business

Don’t get stuck in the sole proprietor trap as the owner of your tax/accounting business. Instead focus on hiring the right people who you could see filling your place and making your business grow. But hiring can feel like a hit or miss process. Sometimes you don’t know what kind of employee you have until

employee care

Employee Care – The Secret to a Thriving Workplace

Want to know the secret sauce to a thriving workplace and loyal employees? It isn’t necessarily compensation or benefits. It’s something known as employee care which Eugenia Brock (TPM COO) and Katherine Hershberger (TPM Chief of Staff) emphasize is a lot more about intangibles and workplace culture. And employee care doesn’t happen by chance. Creating

CFO Services Are the Future of Accounting with Adam Lean

In 10 years, most accounting work will be done by AI. So, as an accountant you have to ask yourself, What do my clients need most from me that can’t be done by AI? Adam Lean’s answer: Be a trusted business advisor, a CFO. Adam (The CFO Project) shares with host Christian Jones exactly what

selling

Selling Can Be Fun for Accountants with Michelle Weinstein

Ever put selling and fun in the same sentence?  If you’re like a lot of tax professionals and accountants, you shudder every time you have to think about sales. Sales feels like a slimy part of business… and it’s difficult to express your value and convince others of it too. But…Selling doesn’t have to be

accounting opportunities

Seize These Accounting Opportunities Right Now with Roger Knecht

Accounting opportunities are exploding right now.  Many long-time accountants are on the verge of retirement. Others are jumping ship to new careers. AI is revolutionizing the role of the accountant. It all adds up to wide open doors and a plethora of tax and accounting opportunities. And if you’re one of these… You’ll want to

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