Nick Nanton joins the show to talk about the importance of surrounding yourself with high performers to become one, the traits required to reach the success you want in your career and life, and how your story can be your biggest asset as a tax professional.
How do you build a strong marriage while building a strong tax career? Kathleen Freiburghouse brings her wisdom, joy, and humor as she shares timeless lessons that professionals can take to heart in their pursuit of success and happiness.
"Legitimize Your Hustle" is the new message of the Schedule C Queen, Teowonna Clifton, of Simply Taxes of South Carolina, LLC, as she establishes her independent tax preparation business in the Columbia local market. She wants to focus on helping employees and entrepreneurs legitimize their side hustles. Join us in this episode of Tax Pro Nation as we listen to her stories and challenges as she grows her tax business through the Elevation Step and beyond.
Leading marketing consultant and business success coach Chauncey Hutter, Jr., calls into the show to share his valuable insights into marketing and salesmanship from his extensive career. As as an owner with 27,000 tax-return clients and coach with 3,700 tax business owner clients, Chauncey holds nothing back about the current landscape of the tax industry and where all the opportunities are. He has actually never seen more opportunity than now to capitalize on the giant shift under way.
Executive sales trainer David Reeser visits the show to take the fear out of selling. He shares his thoughts on the mindset required to have helpful sales conversations without fear. We discuss his Victory Mindset concepts and get to role-play a sales conversation that follows a 4-Step process anyone can follow in their business.
Experienced intrapreneur, executive, and tech disruptor Sean Ahlum speaks about succeeding within the framework of a larger organization. We cover a wide range of interesting and helpful topics like intrapreneurship, innovation accounting, lean startup methodology, managing up, white spaces, unique selling propositions (USP), mindset, sharing ideas, and finding the right team.
Veteran tax pro Glen Wielandt speaks about scaling franchises with the top 3 tax franchises and what it takes to succeed in the tax business.
Tax pro and entrepreneur Casimiro Jesse Peña sits with Jeff and Andy as Tax Pro Nation’s first guest on the show to talk about client care. Jesse goes deep into the insights that have helped him grow his tax career and how truly caring about the client is key.
This week, we complete our series on our journey through all 9 steps of The Pronto Path. Step 9 is called Fruition: leave your legacy. This step is truly an achievement, but only for those who prepare for it ahead of time.
This week, we continue the series on our journey through all 9 steps of The Pronto Path. Step 8 is called Transformation: your business is profitable even when you're not there. Not many achieve this level of mastery in their business.
This week, we continue the series on our journey through all 9 steps of The Pronto Path. Step 7 is called Multiplication: train and mentor others in a way that benefits them and you. This step is how you scale your business exponentially.
This week, we continue the series on our journey through all 9 steps of The Pronto Path. Step 6 is called Stabilization: develop at least one profitable service other than tax preparation that works well with tax preparation. This step brings more long-term financial stability to the business.
This week, we continue the series on our journey through all 9 steps of The Pronto Path. Step 5 is called Acceleration: earning a profit that makes a meaningful positive impact for our personal freedom and lifestyle. This step sees people either succeeding or watching the wheels start to come off.
This week, we continue the series on our journey through all 9 steps of The Pronto Path. Step 4 is called Elevation, where we will be raising our prices and finding a highly profitable niche. We must show great leadership, courage, and ownership of our business to success at this step. And many get stuck here for years.
How do you get your first 50 clients? This week, we continue the series on our journey through all 9 steps of The Pronto Path. Step 3 is called Traction, where we will complete our first 50 tax returns for real clients. This step is where we see our efforts to activate our business start to work in the market.
This week, we continue the series on our journey through all 9 steps of The Pronto Path. Step 2 is called Activation, where we build, test, and validate our Unique Selling Proposition (USP). This step should get us outside our comfort zone and help us set the foundation for our business.
Every journey starts with the first step, and that step in the tax preparation business is becoming credentialed. In this episode, we walk you through getting educated, registered, and the various directions you could head in the Initiation step of The Pronto Path.
The show for independent tax professionals is here. Hosted by Jeff Dolan and Andy Frye, Tax Pro Nation’s Introductory episode sets the stage for what listeners can expect — find community, maximize your earnings, and live life on your own terms.
