The CPA Marketing Genius Podcast – Details, episodes & analysis

[00:01 - 01:10] Opening Segment 

• Salim Omar, CPA introduces Manuj Aggarwal to the show!
• Manuj Aggarwal started as a factory worker and went on to become an elite technology consultant and business mentor
• He is recognized as one of the top 500, global thought leaders in AI and startups by Brain Z magazine

[01:11 – 07:43] Achieve Success And Reduce Stress

• Increase your self-worth and focus on discovering what value he could create in the world
• CPAs should look at how they can make a bigger impact on more people
• Offer something of value to their clients
• Life never lets us down and we should have the confidence to overcome challenges

[07:44 – 15:44] Increase Productivity Through The Use Of AI Technology

• Small business owners tend to take on too much stress
• Reduce stress and delegate responsibilities to their team members
• Adopting new technology such as AI can make it easier for small business owners to manage people
• Finding your true “Why” is essential for self-belief and self-reinforcement

[15:45 - 22:42] Closing Segment

• Manuj talks about the importance of personal development and finding value to offer others in order to increase self-worth!
• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  
• Final Words
   

Connect with Manuj Aggarwal on his:

Website: Manuj Aggarwal

LinkedIn: @manujaggarwal

Twitter: @manujagro

Instagram: @manujagro

Facebook: @manujagro

YouTube: @manujagro
 

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. 

Don’t forget to like, subscribe, and leave us a review!

If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/

If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com

Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.

Tweetable Quotes 

“Stress always comes about imagining our current fears that will come true in the future.” - Manuj Aggarwal

“Everything is belief. Self-belief is very important because even if you have a good support system, what you can see, nobody else can see as an entrepreneur. So that self-belief and self-reinforcement is very, very, essential." - Manuj Aggarwal

“The concept of Kaizen, a Japanese term, is a constant and never-ending improvement. And it's really the small things when done every day that can make that big difference.” – Salim Omar, CPA

[00:01 - 01:10] Opening Segment 

• Salim Omar, CPA introduces Adam Lean to the show!
• Adam Lean is a former accountant, turned two-time entrepreneur who built, scaled, and sold two businesses
• He is the CEO of TheCFOProject.com

[01:11 – 07:43] Improving Revenue, Profit, and Cash Flow With A CFO

• Most businesses owners rely on their accountant or bookkeeper to understand numbers as they don’t want to understand it themselves
• Business owners need help understanding cash flow and other accounting concepts
• Accountants are uniquely placed to help business owners
• Accountants need to learn how to forecast and understand the main drivers of a business in order to provide forward-looking advice

[07:44 – 15:44] Why Business Owners Need A CFO

• Accountants must be able to follow up with clients throughout the month to ensure they are taking action
• All business owners want someone they trust to help them with their business
• Accountants prioritize urgent tasks over important ones
• Accountants can package service as one or hire people under them to do tax returns and bookkeeping

[15:45 - 22:42] Closing Segment

• Adam Lean shares his insights on creating financial stability with the use of a CFO for your business!
• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  
• Final Words

Connect with Adam Lean on his:

Website: The CFO Project

LinkedIn: Adam Lean

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. 

Don’t forget to like, subscribe, and leave us a review!

If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/

If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com

Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.

Tweetable Quotes 

“It's not enough just to understand all the technical sides of being a CFO. You also have to understand what we call the soft sides of being a CFO. You have to understand how to talk to business owners and a way to get them to take action. You have to understand how to make plans.” - Adam Lean

"Every business wants somebody that they trust. And if you're already their accountant, they trust you. They inherently trust you and if you come to them and say, “Hey, I was going through your tax return, I was going through your books, and I noticed I spotted some red flags and I spotted some opportunities for growth.” Can we get on a call tomorrow or next week? Who's going to say no to that? So, they're all going to be interested, and because they already trust you." - Adam Lean

“I feel the accountant is very uniquely placed with a lot of trusts, a lot of relationships that they've got, and a really a look in the inside. And if they can then utilize their observation and bringing into the business owner in terms of what they need to do going forward to make their business better and more efficient and so forth.” – Salim Omar, CPA

[00:01 - 01:33] Opening Segment 

• Salim Omar, CPA introduces Ryan Kimler to the show!
• He provides business owners with outside CFO guidance to help them understand what’s working in their business and what’s not

[01:34 – 13:48] Setting Targets And Building Action Plans For Financial Success

• He discusses the two keys to his success:
  • Using language that grabs a business owner’s attention
  • Speaking in front of business owners in associations or through podcasts
• Widening the gap between where the business owners are and where they want to be
• Helping them become clear about their problems and challenges
• Changing their perspective on their business
• Focusing on the process rather than offering solutions
• Recognizing that financials and accounting can be rocket science to the business owner

[13:49 - 27:15] Closing Segment

• Ryan Kimler advises listeners that if their system is not complete, bring in outside partners to help improve marketing and measure metrics 
• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  
• Final Words

Connect with Ryan Kimler on his:

Website: Financial Clarity

LinkedIn: Ryan Kimler

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. 

Don’t forget to like, subscribe, and leave us a review!

If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/

If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com

Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.

Tweetable Quotes 

“You've got to have the right language that really grabs a business owner's attention.” - Ryan Kimler

"I really try to be as productive as possible and get everything done in an hour because I know that the business owner that I'm working with. Their time is super, super valuable." - Ryan Kimler

"Languaging important, helping them become clear about where they're at, where they want to be, the gap, widening the gap.." – Salim Omar, CPA

[00:01 - 02:14] Opening Segment 

• Salim Omar, CPA introduces Eric Kneller to the show!
• He is passionate about helping companies to save money and double their profits
• He works with CPA firm owners to help their clients save money in any way possible
• He provides positive reinforcement for whatever they are currently doing

[02:15 – 10:47] Unlocking The Potential Of Work Opportunity Tax Credits And Employer Credits

• Smaller companies have been disadvantaged in this area due to a lack of ability to electronically and quickly screen and track all candidates
• What is the “Work Opportunity Tax Credit” (WOTC)?
• Employer Retention Credit (ERC) was created in response to COVID and the CARES Act
• Documentation and truthfulness is necessary for the successful application of ERC
• R&D tax credits are often overlooked but can be applied to technology companies, call centers, mining companies, etc.
• A cost segregation study is a tax credit that can reduce taxes and be applied to businesses that own property or improve it
• The best practice for CPA firms is to get out ahead of these opportunities and offer them to current clients
• Get ahead of customer relationships and look for opportunities to add value

[10:48 - 15:01] Closing Segment

• Eric Kneller shares, “The Smaller Business Saver” framework, where he offers:
  • Training
  • Q & A sessions on Thursdays
• Covering topics such as specialized tax incentives, operating cost  reductions, and slashing taxes to double profits
• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  
• Final Words

Connect with Eric Kneller on his:

Website: Maranatha Consulting

LinkedIn: Eric Kneller

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. 

Don’t forget to like, subscribe, and leave us a review!

If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/

If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com

Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.

Tweetable Quotes 

“The whole thing about attracting and retaining and making yourself really built into that customer's business and deepening that relationship is, what I would say get ahead of it and look at these other opportunities that might be available.” - Eric Kneller

"As any great CPA is going to do, you're going to document everything, you’re going, to tell the truth, and you're going to be able to calculate that credit." - Eric Kneller

"Folks, businesses, they hire a professional. It's for the commodity type service, the tax prep or the accounting staff, but the real staff comes in when it's complimented with value-added services, value-added advice." – Salim Omar, CPA

[00:01 - 03:44] Opening Segment 

• Salim Omar, CPA introduces Bob Wheeler to the show!
• He discusses how he got into accounting
• His focus on communication and service

[03:45 – 22:18] How To Manage Client Information And Maximize Tax Savings

• Mistakes he made early on including taking any client just to have billing
• Client attraction strategies include:
• Open to client requests
• Meeting with financial advisors
• Treating each tax return as a relationship
• Introducing office tools to manage client information
• Color-coded tax files for easy identification
• Using rolling carts to track the progress of tax returns
• Focused on what they were good at and avoided financial audits

[22:19 - 25:59] Closing Segment

• Bob Wheeler shares his mission which is, to provide service to help people pay taxes without overpaying and strategize for tax savings
• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  
• Final Words

Connect with Bob Wheeler on his:

Website: The Money Nerve

Facebook: The Money Nerve

Twitter: The Money Nerve

Instagram: The Money Nerve

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. 

Don’t forget to like, subscribe, and leave us a review!

If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/

If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com
 

Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.

Tweetable Quotes 

“I'm never going to lower the expectation of excellence. I'm not going to settle for mediocrity.” - Bob Wheeler

"There's no right or wrong answer, but really get clear and then make sure people understand that's your mission." - Bob Wheeler

"You become clear about what your strengths are, what are you good at, which is relationships, and then you've got your team doing everything else to help you stay in front of the clients." – Salim Omar, CPA

[00:01 - 00:43] Opening Segment 

• Salim Omar, CPA introduces Julian Chapman to the show!
• He discusses the importance of managerial leadership, decision-making, and clarity of strategy in an increasingly busy work environment

[00:44 – 19:23] How To Manage An Effective Team With A Managerial Leadership Role

• Reflection is key to maintaining balance and preventing additional sanctuary trauma in the workplace
• Clarity of expectations is key to creating engaged employees.
• Managers need to define what is expected from employees and provide clarity on strategy and who is responsible for what
• Managers need to define what they want their team to achieve and provide clarity on what is required to achieve those goals
• Managing tasks and leading people starts with clarity of expectation and strategy
• It is important for managers to spend time engaging with their employees, and finding out what they are actually accountable for
• This allows for a true partnership between manager and employee, which leads to more engaged employees
• It is all about the use of judgment and discretion by employees, and managers have to use their judgment and discretion in order to lead effectively
• Managers need to set the context for their employees, explain the situation, and assess how effective employees are in delivering outputs
• If employees are not clear about their work or are getting involved in other people’s work, tensions can develop within the organization

[19:24 - 23:32] Closing Segment

• Julian shares his insights on the importance of managerial leadership and how it can be an ongoing journey and shares where people can find about his book, “The Managerial Leadership Journal”  
• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  
• Final Words
   

Connect with Julian Chapman on his:

Website: The Managerial Leadership

LinkedIn: Julian Chapman

Twitter: Julian Chapman

Book: The Managerial Leadership Journal

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com or in your favorite podcast directory. 

Don’t forget to like, subscribe, and leave us a review!

If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/

If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com

Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.
 

Tweetable Quotes 

“I saw this time and time again, the lack of professionalism in our managerial leadership. And I call it a journey because it's not a one-and-done thing.” - Julian Chapman
 

"When you are in a managerial leadership role, you have to recognize that you got there because of your technical know-how. And I find that this is one of the big problems that managers struggle with is they have this technical know-how." - Julian Chapman

"It’s really the leader is doing a technical role, many times in the firm. So, they got to do their work and then they got to carve out time, as we said earlier, to do all this leadership stuff. That adds a big challenge." – Salim Omar, CPA

[00:01 - 00:44] Opening Segment 

• Salim Omar, CPA introduces Dan Henn to the show!
• Dan has been in practice for 10 years and has grown his practice to the coast of Florida
   

[00:45 – 18:02] Helping Clients Get Into Payment Plans With The IRS

• He offers IRS representation services in addition to his regular practice
• He teaches IRS representation of his regular coursework
• He advises practitioners to find clients from their existing client base or through marketing campaigns
• He points out that tax resolution services are not for everybody
• He advises practitioners to think about it’s not just them when starting their own business and to look for others to help them along the way
• He says that practitioners need to be coachable and implement their practices
• He shares his story of how he went from being a non-profit accountant to becoming an entrepreneur and coach in the accounting industry
   

[18:03 - 20:56] Closing Segment

• Dan emphasizes the importance of being curious and seeking out new knowledge, which led him to start the Tax Resolution Academy
• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  
• Final Words
   

Connect with Dan Henn on his:

Website: CPA Rockledge

Facebook: Dan Henn

LinkedIn: Dan Henn

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. 
 

Don’t forget to like, subscribe, and leave us a review!
 

If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/

If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com

Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.

Tweetable Quotes 

“Go back to your client, list those people who owe money, find out who owed money. And if you had any question in your mind, whether or not they had the ability to pay it, give them a call and ask them.” - Dan Henn
 

"If you like working with the IRS if you like to add extra money to your practice because you can make some really good money just on a small handful of cases. And the other thing that this lends to is we find that nowadays, because of regulations, because of the state of the IRS, because of a lot of different things, a lot of practitioners are staying in it a little bit longer in tax prep, then they probably wanted to, they're probably ready to retire and retiring with a handful of clients and working resolution. It's something that can be done remotely." - Dan Henn

"Mindset is the biggest thing, finding a coach, working with a coach, and being coachable because there's a difference between finding a coach and working with a coach. But if you're not coachable then it's not going to work." - Dan Henn

[00:01 - 02:20] Opening Segment 

• Michael started bringing together entrepreneurs in collaborative mastermind environments
• He discovered that most business owners don’t know the value of their businesses and often don’t have a plan for exiting  

[02:21 – 15:00] How To Protect Your Business And Grow It For An Eventual Exit

• He advises thinking about the value of your business is key to retirement income planning
• The key to successful exit planning is to have a clear understanding of the value of the business and to add value to it before selling
• The difficulties for financial professionals to focus on exit planning, as most are focused on today rather than tomorrow
• There are a lot of family dynamics that come into play when a business is sold, and it can be stressful for the business owner and their family.
• Locking in key employees and creating systems that add value are key drivers of increased value
• Client diversification is important to ensuring that a business’ top clients account for a smaller percentage of revenue
• Franchising can be an effective way to increase the value of a business without having to sell it outright

[15:01 - 21:41] Closing Segment

• Michael shares how protecting your business is important, and there is a variety to do this by focusing on growing your business so you can eventually exit.  
• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  
• Final Words

Connect with Michael Ringel on his:

Website: Strategies For Wealth

LinkedIn: Michael Ringel

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or on your favorite podcast directory. 

Don’t forget to like, subscribe, and leave us a review!

If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/

If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com

Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.

Tweetable Quotes 

“Since all roads lead to an eventual exit. It's really important to spend the time to realize the value of your life's work, which is the value of the business. So, protect, grow, and eventually exit your business.” - Michael Ringel

"Most business owners think about how to get into business, but rarely think about how they're going to get out. So, the day after you start your business, or even beforehand, should be part of your business plan is to start thinking of the ways that you might want to get out of your business and what it might do for you." - Michael Ringel

"What people don't understand is when it comes to selling anything. It doesn't matter what the valuation is, it's a matter of what somebody's willing to pay for it." - Michael Ringel

[00:01 - 01:24] Opening Segment 

• Roy Osing shares his 40 years of successful executive leadership experience
• He is devoted to inspiring leaders and entrepreneurs to stand apart from the average, boring route and achieve their true potential  

[01:25 – 24:45] Win In A Competitive World With Strategic Differentiation Strategy

• He discusses his idea of, “Be Different or Be Dead”
• He created his own strategic game-planning process which helps determine how big a company wants to be
• How to determine who you want to serve and how to get them to transact with you
• Gaining a granular understanding of their target market and developing strategies to reach them
• Increase revenue by targeting businesses that are willing and able
• Building relationships with their target market and understanding their needs 

[24:46 - 28:46] Closing Segment

• Roy shares how to be successful in the CPA profession by focusing on creating a unique and special statement that will set you apart from the competition
• He emphasizes the importance of getting away from benchmarking and copying others rather developing your own unique approach to CPA marketing
• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  
• Final Words

Connect with Roy Osing on his:

Website: Be Different or Be Dead

LinkedIn: Roy Osing

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or on your favorite podcast directory. 
 

Don’t forget to like, subscribe, and leave us a review!

If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/

If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com

Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.

Tweetable Quotes 

“Success is a function of being different.” - Roy Osing

"If you really want to be creative and different and stand out, you have to have an audacious goal." - Roy Osing

"Get away from the world of copying, get away from benchmarking. Benchmarking is a tool for people who want to stay in the herd. If you want to be successful, you need to get out of the herd." - Roy Osing

[00:01 - 01:58] Opening Segment 

• Ted Tibbetts discusses what copywriting is.
• The importance of copywriting in order to persuade someone in the business to purchase something
• Communicating an idea but getting the reader or listener to take action

[01:59 – 10:12] Finding The Voice Of Your CPA Firm

• The complex process of copywriting requires decoding by the receiver and establishing credibility
• It helps to create a marketing message that can be understood and taken action on
• The signs that your copy is not hitting the mark may include the following
  • Being vague with your message
  • Having no empathy for the audience
  • Being boring
• Ways to improve your copy is to be clear with the audience’s problems and solutions, and have a personality that stands out
• The key to a successful CPA copywriting is identifying the desperate problem and creating a unique solution that stands out from the competition
• To get the voice of the owner or firm, you need to ask them about their childhood and what made them successful
• Using your own success stories so that you can convince your audience to trust and believe in your expertise

[10:13 - 14:32] Closing Segment

• Ted shares his approaches in writing marketing messages for CPA firms, by focusing on the experience the customer has during and after the interaction
• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  
• Final Words

Connect with Ted Tibbetts on his:

Website: Ted Tibbetts

LinkedIn: Ted Tibbetts

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. 

Don’t forget to like, subscribe, and leave us a review!

If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/

If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com

Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.

Tweetable Quotes 

“Communication is really complex. If you think about the mechanism, you have to formulate an idea in your head and then articulate language, whether it's spoken or written.” - Ted Tibbetts

"Everybody's got their own individual personality and individual skills and figure out what those are and then highlight those and really emphasize those. So, getting that unique perspective in and that voice goes a long way to do that." - Ted Tibbetts

"The personal stories are the ones that allowed that voice to come through and paint a picture of them as people… So, I think those important things are good strategies in order to find that voice." - Ted Tibbetts