Our guest on this episode is Ernesto Delacruz. Join us as he shares his immigrant story of hard work, grit, and building his American Dream in the tax business after coming from Peru 27 years ago.
Our guest on this episode is John Piekarski. Join us as he shares his Renaissance-man story of starting as a tax professional in Huntington Beach, CA, 33 years ago. He grew his tax business along with all of his clients' businesses, all while traveling the world, doing amazing things, and enjoying his life.
Our guest on this episode is Camea Franklin, EA. Join us as she shares her story from John Hewitt recruiting her to becoming an independent tax professional, all while juggling single motherhood and a full-time job.
Our guest on this episode is Karensue Matthews. Join us as she shares her inspiring story of starting her tax and accounting business at a camping ground picnic table in a new state after a new baby and divorce.
Our guest on this episode is Terre Crisman. Join us as she shares her amazing story of life change and deciding to be a positive person for her clients.
Our guest on this episode is Cynthia Shofer, EA. Join us as she shares her wisdom on the tax industry as a Block Advisor, among her other experiences ranging from air pilot to surgeon.
Our guest on this episode is Misty Dragon. Join us as she shares her story of overcoming her husband's medical bills and having to move cross-country, living out of a hotel to build her tax practice.
Our guest on this episode is Nora Garcia. Join us as she shares her heart-warming story of motherhood, divorce, and starting her Liberty Tax franchise.
Our guest on this episode is William Marcus Lopez. Join us as he shares his heart-wrenching story of going from entrepreneur to employee to starting over again in the tax business after his spouse passed away.
Our guest on this episode is Kevin C. Huston, EA, USTCP. Join us as he shares his moving story of growing up in poverty with his grandmother to finding success as an entrepreneur.
Our guest on this episode […]
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.
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Please click the button below for your primary tax credential.
Not sure which credential applies to your situation? Click here to reach our support team and we'll help you decide.
