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.
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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 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
Episode 043: 43 Why Business Owners Need a CFO with Adam Lean
Episode 43
Friday, June 16, 2023 • Duration 22:42
[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!
Episode 042: Driving Business Excellence: Strategies to Thrive amidst Talent Shortages with Uday Ranpara
Episode 42
Friday, June 2, 2023 • Duration 23:48
[00:01 - 00:56]Opening Segment
Salim Omar, CPA introduces Uday Ranpara to the show!
Uday Ranpara is the promoter and director of multiple firms
Finding the right talent is a significant challenge
[00:57 – 10:44] Finding The Right Talent: Benefits Of Outsourcing For Accounting Firms
The benefits of outsourcing include cost savings, access to the right talent, and avoiding the headache of providing training
His academy runs different training programs to improve communication and increase efficiency
Automation and outsourcing can reduce time and cost
Taking a leap of faith is necessary for outsourcing
[10:45 – 17:09] Improving Communication And Automation With Outsourcing
Security, data theft, data leakage, or data breach are some of the hesitations firms have before outsourcing
Engagement letters should be used to address security concerns and regulatory restrictions
The track record and security measures of the outsourcing firm
Conducting training programs and workshops for employees
[17:10 - 23:30] Closing Segment
Uday Ranpara highlights key factors to consider when choosing an outsourcing partner including track record, security measures, technology investments, and licenses for software, training programs, and communication!
Episode 041: Building A Winning CPA Practice with David Safeer
Episode 41
Friday, May 19, 2023 • Duration 23:22
[00:01 - 01:40]Opening Segment
Salim Omar, CPA introduces David Safeer to the show!
David Safeer is a globally recognized expert in cash flow maximization
Cash flow is key even for profitable companies, and there are always ways to make it better
[01:41 – 11:58] Breaking Down Barriers To Cash Flow
Mindset is the biggest issue in cash flow management, as CPAs are trained to look backward instead of projecting the future
Cash basis reports versus accrual basis reports can reveal discrepancies in inventory
Modeling allows for visibility and proactive problem-solving
Maximization involves counterintuitive strategies like paying upfront for better prices or offering financing options
[11:59 – 17:52] Building A Winning CPA Practice
Cash flow is crucial for businesses to succeed
The Cash flow advisory certification program helps accountants learn how to help clients with cash flow issues through online education and weekly masterminds
Focusing on a niche that can differentiate an accounting firm in the marketplace and build a reputation as a trusted advisor
[17:53 - 23:42] Closing Segment
David Safeer advises listeners that cash flow management goes beyond just solving problems, it’s about maximizing opportunities for growth and profitability
Episode 036: How CPA Firms Can Provide REAL Value To Their Business Clients with Nathan Lind
Episode 36
Friday, March 17, 2023 • Duration 21:34
[00:01 - 01:31]Opening Segment
Salim Omar, CPA introduces Nathan Lind to the show!
How he exited his first company in 2016 which was an e-commerce technology to a shopping cart platform
[01:32 – 08:52] The Buyer’s Appetite Remains Strong Despite Recession
Website Closers has over a hundred companies for sale at any given point in time with 525 million worth of businesses for sale on their marketplace
The number one mistake entrepreneurs make when selling their business is having complicated or sloppy or unprofessionally prepared financial statements
The two biggest mistakes when selling a business:
Waiting too long
Not understanding what your company’s worth
[08:53 – 21:34] How CPA Partners Can Increase A Business’ Value
The best time to sell is when the business is growing, stable track record of at least two years, and profit/revenue increasing
Buyers don’t have the risk appetite to turn around declining businesses
Plateauing businesses still have a market value
Increase value by focusing on growing profit and reducing risk for the buyer
[18:36 - 21:43] Closing Segment
Nathan Lind shares with the listeners that cash flow is the value of a business in the lower middle market, and declining profit during the M&A process can pause or kill the deal
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 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
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 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
“Because there are so many outsourcers, how to choose the right one because outsourcing nowadays is not only outsourcing, you are choosing your partner, with whom you are working day and night. So, you have to be very much vigilant in choosing the right outsourcing partner.” - Uday Ranpara
"The main benefits these days. What people will get more than that over and above that, definitely cost is one major thing but then, in US and India, there are more than 10 hours of difference between these two countries. So, when US sleeps, India is working and when India sleeps US is working." - Uday Ranpara
“It's not a replacement, an outsourced team such as Unison Global compliments your existing in an in-house team.” – Salim Omar, CPA
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 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
“If you can focus in on a niche like that and get a reputation for a niche and get a reputation for actually helping companies, not just with the financial. But in other areas to become a trusted advisor, to me, that's the way to build a winning CPA practice.” - David Safeer
"I'm putting “loser” in air quotes because they're not bad people. They're just unprofitable clients that maybe should be eliminated from our portfolio or turned into profitable clients. That's where you can make infrastructure changes that drastically impact your ability to generate cash for the company, is by looking in the different areas of the business outside of the finance department." - David Safeer
“Cash flow is key, even for companies that are profitable.” – Salim Omar, CPA
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 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
“We have to change our mindset from being so time driven to being results-oriented.” - Wendy Barlin
"There's not such a big disparity right now, you still have to be smart about it. Most people enjoyed working from home. I think the challenge is to create a sense of community, to create this feeling that you're not just home alone, that you're part of something.." - Wendy Barlin
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 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
“In order to win people's trust, you need to deliver value. So, email is copywriting, which is essentially salesmanship in print.” - Scott Bywater
"Lead with value, because if I'm leading with value for the majority of the time, occasionally you can have a direct sales email. But the majority of the time I'm leading with value then it's natural that you're going to want to click on it." - Scott Bywater
"Don’t get offended, when their emails are getting deleted because they're sending it to a prospect and the prospect's deleting that email. Because they don't have a need perhaps for an accountant or that's not their area of focus at that time, but there will be a time when it will be." – Salim Omar, CPA
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 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 a huge advocate for really understanding your identity before putting money behind traffic.” - Tyler Horsley
"If you stand for nothing, you'll fall for anything." - Tyler Horsley
"Make sure you had the right people, if you're talking about values and making sure they're aligned to the values that your organization." – Salim Omar, CPA
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 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
“Google is learning to understand the world and it has a massive encyclopedia, a machine-readable encyclopedia that it uses by its machines that are based on understanding. And when you think about it from that perspective, you realize you need to educate this machine, you need to fill it encyclopedia with information.” - Jason Barnard
"The way to educate it (Google) is to explain clearly to it who you are, what you do, and which audience you serve.” - Jason Barnard
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 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 number one biggest mistake my clients make is they have complicated or sloppy or unprofessionally prepared financial statements from financial documents. If they're doing it themselves or if they just you know, cut corners and have a very minimal income statement very vague chart of accounts with categories. That's my biggest challenge.” - Nathan Lin
"The best time to sell is when things are going great." - Nathan Lind
"CPAs, they're a trusted source. They're probably the first advisor person that the business owner's going to talk to when they're thinking about selling their business." – Salim Omar, CPA
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 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 don't have to be the leading expert in your field to be able to provide value to the average person.” - Spencer Carpenter
"You got to realize what you're good at and stick to that end." - Spencer Carpenter
"Podcasting is a great way to differentiate a business because it's really the authority that comes from being an interviewer and interviewing different guests. So, just that role in itself creates that the positioning of authority, which I think is really, really good." – Salim Omar, CPA
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