The CPA Marketing Genius Podcast (Salim Omar)

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	Pub. Date	Title	Duration
	17 Jun 2022	3 Important Things To Consider When Creating Your Plan for 2022	00:07:03
[00:01 - 01:03] Opening Segment Salim shares his tips and advice on creating a successful practice and how important it is to have a system in place that attracts high-paying clients. [01:04 - 04:30] Creating a turnkey lifestyle practice is more important now than ever Putting a system in place to attract high-paying clients is key Having a team that is successful and enjoys their work is important [04:31 - 06:54] Finding Clarity in Business A team that is excited and motivated will be more productive Having a plan in place will help elevate your team to championship level Streamlining your operations will free up your time so you can focus on your practice [06:55 - 07:03] Closing Segment Final words of advice If you’d like to hear more episodes, you can find them at https://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 the Salim and CPA Marketing Genius, visit www.cpamarketinggenius.com Thanks for tuning in; we’ll see you next time! Tweetable Quotes “Streamline your operations with documented systems and processes so that it's turnkey, it's truly a practice, a business that is not as owner-dependent” – Salim Omar "Put a plan in place to elevate your team" - Salim Omar “Life is short, it's unpredictable… Enjoy the journey as you go through it.” - Salim Omar
	08 Apr 2022	Grow Your CPA Firm Through Acquisition: Trends, Opportunities and Pitfalls	00:32:02
In this episode of the CPA Marketing Genius Podcast, Salim and Rod’s guest, Rick Dennen. As a CPA, Rick started a company nearly 20 years ago that helps others grow their business through capital as a strategic and financing partner. Rick Dennen is Chief Corporate Banking Officer at First Financial Bank which includes being CEO of Oak Street Funding and First Franchise Capital. He oversees nearly $12B in assets and about 400 employees. He leads the commercial growth strategy including expansion of customized lending offerings and services. He is a CPA, and a former Senior Manager at Deloitte. Rick is a proud Hoosier and held an adjunct professor position for venture capital and entrepreneurial finance at Indiana University Kelley School of Business. Financial Executive with broad experience in all aspects of business startup including capital raising, accounting, software development, auditing, sales and marketing and financial management. Direct experience with financial consulting and venture capital/private equity, including "lean" assessments, valuation, and various M&A and divestiture transactions. If you are interested in learning about the Accounting space, then this is the episode for you! Listen through the podcast and keep these marketing secrets alive in your business. [00:01 - 07:53] Opening Segment Rick had a strong CPA and math background The kind of deals they work on at Oak Street Funding The assets and employees Rick oversees A blessing to have a passion-driven team [07:54 - 18:49] How a thriving Accounting firm operates Trends developing in the MNS space for accounting firms Generation gaps and recruitments There’s always a place for someone in accounting How can an accounting firm prepare to grow through acquisition Be true to your skill sets Who do you want to be in the future? Some mistakes Rick has seen in the MNS space done by buyers and sellers Emotions should not rule [18:50 - 24:39] Golden tips from Rick What Rick’s company look for when financing a deal Revenue size and Loan amount practices from Rick Beliefs that sellers should impose to themselves [24:40 - 32:02] Closing Segment Where is the market heading How does technology plays a role in the space How to best position the company? Final Words If you’d like to hear more episodes, you can find them at https://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 the Salim and CPA Marketing Genius, visit www.cpamarketinggenius.com Want to connect with Rick? Follow him on LinkedIn and don’t forget to checkout their websites: http://www.oakstreetfunding.com http://www.firstfranchisecapital.com http://www.bankatfirst.com Thanks for tuning in; we’ll see you next time! Tweetable Quotes "It’s not me. We’ve got 80 people here at Oak Street now and a lot have been with us for the entire 10 years of the business. Having that wonderful team that has the same vision to build the organization and infrastructure really drives value. I’m truly blessed to have the people we have in this organization.” - Rick Dennen "There’s different age bands within the last 30 years where I think you’ve got a good solid base of people, and I think there’s times where that base has been short. In certain situations, if they haven’t focused on a good pyramid and really training the younger generation, there might be gaps in that hierarchy.” - Rick Dennen "I think human capital is the most important thing certainly within the CPA profession. Having the right human capital, the right management team, alignment on those strategies is critical to do that.” - Rick Dennen
	17 Jun 2021	Episode 002: Introducing the CPA Marketing Genius Podcast with Salim Omar	00:21:41
Welcome to the first episode of The CPA Marketing Genius Podcast! In this episode we introduce you to our host, Salim Omar. We talk about his background, how he came up with CPA Marketing Genius, and about what you’re going to hear on future episodes of the 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 and subscribe! If you want to learn more about Salim and CPA Marketing Genius, please visit cpamarketinggenius.com If you’re interested in joining Salim’s Facebook group, you can find it here Pick up a copy of The Ultimate CPA Practice or The Million Dollar CPA Firm, both available on Amazon and all major distributors. Thanks for tuning in; we’ll see you next time on the CPA Marketing Genius Podcast.
	22 Apr 2022	Develop Your CPA Business through Customer Profiling	00:24:37
Developing a business is never easy. But we want to do it anyway. In this episode, join Salim, Rod, and Robert as they share with us their strategies in creating their business the way they want it and the CPA way. Robert E. Bendetti, Jr., is the President and Founder of the Global CFO Council, Charleston CFO Council, and Upstate CFO Council. Robert is Senior Vice President and Chief Financial Officer of Life Cycle Engineering. In this episode, Robert discusses communication, thought leadership, and content marketing for CFOs and offers advice on pursuing high-margin work. Salim and Robert discuss the rise of the CFO Global Council. [00:08 - 02:20] Opening Segment Robert Bendetti is a CPA with over 20 years of experience in corporate accounting. Robert holds an undergraduate degree in finance and an MBA concentrating in small business and entrepreneurship. Robert also has a master's degree in accounting and financial management. Robert has been a CFO for several companies, usually midmarket firms and private companies. [02:20 - 08:09] Tips for CPA's Get a little better at phone skills. Think about yourself as a business developer, not just an accountant. Develop a process for identifying potential clients and leads. Research your target market and understand their needs. Build relationships with potential clients and referral sources. Increase your visibility in the marketplace. Learn to sell your services effectively. Use effective marketing materials to promote your practice. [08:09 - 10:00] Developing your CPA business To grow business development, be visible in your marketplace as an expert. Offer online resources such as checklists or worksheets to help customers solve critical issues. Referral networks are crucial to expanding your reach and becoming a trusted advisor. [10:00 - 13:25] Identify your ideal customer Not everyone is an ideal customer Referral networks can help with new customers Use your calendar to schedule time for business development activities. Ask current customers for virtual introductions. [13:25 - 19:20] 80/20 Rule Businesses can save time and resources by firing customers who bring no margin and are a hassle. 20% of a business’s customers usually drive 80% of their revenue. Importance of adding value to customers The ease of expanding geographically with virtual work [19:20 - 21:38] Final tactics for success Focusing on what matters most leads to tremendous success. There is significant customer concentration in margin and revenue among businesses. Serving in a religious organization, civic or community association, or industry association can provide valuable skills and experience. [21:39 - 24:37] Closing Segment Final words If you’d like to hear more episodes, you can find them at https://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 the Salim and CPA Marketing Genius, visit www.cpamarketinggenius.com. Want to connect with Robert? Follow him on LinkedIn and don’t forget to check out their websites: https://www.globalcfocouncil.com https://www.lce.com/ Thanks for tuning in; we’ll see you next time! Tweetable Quotes: "Sales is service. There's no higher calling." - Robert Bendetti "Put it on your calendar so you have the reminder, and it will force yourself to do it." - Robert Bendetti "I promise you that 20% of your customers are driving 80% of your margin." - Robert Bendetti
	07 Oct 2022	Episode 024: Why CPA Firms Struggle with Attracting High Value Clients	00:08:26
[00:01 - 02:20] Opening Segment Salim Omar, CPA, discusses how CPA firms struggle with attracting high-value clients How your firm’s marketing message is confusing and does not address the needs and desires of high-value clients Your marketing message lacks believability [02:21 - 05:22] How To Attract And Convert High-Value Clients Salim Omar, CPA, discusses how to attract high-value clients The need to differentiate yourself from other accounting firms Your marketing lacks authority Your fee structure is too low Low-quality leads from high-value prospects are due to poor online marketing Raising your fee structure will help you attract more high-value clients Nine elements of high-value client marketing system The importance of converting potential clients into paying customers [05:23 - 08:25] Closing Segment Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final Words Connect with Salim Omar, CPA on his: Website: 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 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 “We got to know who our ideal client is, what are their needs and what are their desires so that we can create marketing messages that differentiate you and that speak to them.” - Salim Omar, CPA "You've got to differentiate your firm from everyone else." - Salim Omar, CPA “Your level of success as a CPA firm in attracting high-value clients is going to depend on how well you implement these nine elements in your practice.” – Salim Omar, CPA
	19 May 2023	Episode 041: Building A Winning CPA Practice with David Safeer	00:23:22
[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 Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final Words Connect with David Safeer on his: LinkedIn: David Safeer Twitter: @David_Safeer Website: David Safeer 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 “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
	02 Mar 2022	How to Attract High Quality Clients	00:07:42
While we all dream to have high-quality and loyal clients, many of us struggle, thinking we don’t have the capacity to achieve this goal. In this episode of the CPA Marketing Genius Podcast, Salim will be teaching us how to attract top-of-the-line clients, straight from the driver’s seat. If you are interested to know how to attract high-quality clients, then this is the episode for you! [00:01 - 01:31] Opening Segment Having a growing firm is something to be proud of Grow in revenue Have an impact in the lives of your clients [01:32 - 07:13] Attracting high-quality clients do matter Define your client avatar Say hi to Chris! Know the who, what, and why about your client Designing a package that your client needs Three ways to attract clients like Chris Authority Consistent and good online quality content The offline connections [07:14 - 07:41] Closing Segment Connect with me in the links below Final Words Tweetable Quotes "It’s a proud moment when we have a firm that is growing in revenue.” - Salim Omar "If you don’t have these quality clients that you’re signing up for in your firm, you’re gonna have stagnant growth.” - Salim Omar "Once you know who your client avatar is, then you design a comprehensive service package that addresses Chris [your client’s] needs.” - Salim Omar ------------------------------------------------------------------------ If you’d like to hear more episodes, you can find them at https://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 the Salim and CPA Marketing Genius, visit www.cpamarketinggenius.com Thanks for tuning in; we’ll see you next time!
	01 Sep 2021	Episode 006: Client Touch Plans	00:07:54
In this episode of The CPA Marketing Genius, Salim discusses the importance of having strong and meaningful relationships with your clients. By establishing a strong client touch plan, you can create ample opportunities for client referrals, client retention, and an increase in work flow for existing clients! If you don't have this yet, listen to this episode so you will have the tools necessary to start today! 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 cpamarketinggenius.com Thanks for tuning in; we’ll see you next time on the CPA Marketing Genius Podcast.
	20 Jan 2023	Episode 032: Million Dollar Insights from a 7-Figure CPA Practitioner	00:25:59
[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
	03 Nov 2021	Episode 010: Stepping Away So You Can Step Up Your Business	00:05:59
In this episode of The CPA Marketing Genius, Salim discusses the importance of taking a step back from your business to take a deeper look at direction your business is heading in! By taking this step, you can make sure your business is heading in direction you intend for it to go in! 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 cpamarketinggenius.com Thanks for tuning in; we’ll see you next time on the CPA Marketing Genius Podcast.
	17 Feb 2023	Episode 034: Building An Action Plan For Financial Success	00:27:15
[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
	01 Aug 2021	Episode 004: The 2 Reasons Why People Don't Achieve Their Goals	00:16:39
In this episode of The CPA Marketing Genius, Salim reflects on the two main reasons why those with their own firm may not be achieving their goals. Have you lost track of the reason behind starting your own firm? Are you operating in the right mindset to push towards and beyond your goals? Throughout the show, Salim provides insight on ways you can properly evaluate and improve yourself regarding these two critical questions! 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 cpamarketinggenius.com Thanks for tuning in; we’ll see you next time on the CPA Marketing Genius Podcast.
	05 May 2023	Episode 040: Embracing A Results-Oriented Model with Wendy Barlin	00:21:28
[00:01 - 01:44] Opening Segment Salim Omar, CPA introduces Wendy Barlin to the show! Wendy grew her practice from $100K to over $1M in 11-12 years How she transitioned from having a physical office to a virtual firm [01:45 – 10:12] Embracing A Results-Oriented Model Moving her business to a remote work model, which allowed for more flexibility and saved on costs Shifting the mindset from time-driven to results-oriented Creating a sense of community among remote workers Prioritizing time management and setting boundaries with clients [12:13 – 16:33] Moving The Business To The Sky Setting strict time management barriers can lead to more productive and less stressful workdays Creating package plans for services can simplify delivery, fee structure, and value proposition for clients Choosing a niche and offering packages can make marketing and managing teams easier [16:34 - 20:35] Closing Segment Wendy Barlin advises CPA listeners on the need to adapt to new services and offerings as AI technology improves Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final Words Connect with Wendy Barlin on his: Website: Wendy Barlin LinkedIn: Wendy Barlin Instagram: @wendybarlincpa 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 “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
	03 Mar 2023	Episode 035: The Benefits Of Podcasting For CPAs with Spencer Carpenter	00:22:11
[00:01 - 01:08] Opening Segment Salim Omar, CPA introduces Spencer Carpenter to the show! Spencer shares that podcasting is not disruptive marketing, allowing brands to build rapport with potential customers without pressure to convert [01:09 – 13:48] Best Practices For Starting Your Own Podcast Show Podcast interviews can be a great way to build authority and differentiate a business Interviews force people to crystallize their messaging and repurpose it in different ways SEO benefits of podcast interviews, as each one has a unique title and description The best practices for starting a show and for being a guest on a show [01:34 – 18:35] The Benefits Of Podcasting For CPAs Spencer helps people set up their businesses for retirement The value proposition is what it is you’re bringing to the table that’s different or unique Understanding a certain type of clientele’s needs or a certain part of the tax code Learning how to balance the right the side of things while also showing you make money [18:36 - 21:43] Closing Segment Spencer Carpenter shares to the listeners to realize what you’re good at and sticking to that end Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final Words Connect with Spencer Carpenter on his: Instagram: @spencercarpenter LinkedIn: Spencer Carpenter 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 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
	04 Nov 2022	Rank Your CPA Firm Higher With SEO Optimization With Anmol Singhi	00:18:03
[00:01 - 04:04] Opening Segment Anmol Singhi discusses the importance of SEO for accounting firms SEO is beneficial in terms of traffic and leads SEO can help an accounting firm rank higher in search engine results pages, increasing visibility and generating more leads [04:05 - 12:42] Rank Your CPA Firm Higher With SEO Optimization Paid search advertising is one way to achieve results with SEO The objective of SEO for an accounting firm is to be on the top three results page for relevant in a local area He discusses on-site and off-site SEO which includes Backlinks Google My Business Citations It is important to have in order to have a local presence and be found by potential clients [12:43 - 18:03] Closing Segment He shares that it is important for a blog to be consistent in terms of frequency and topic, and for keywords to be included Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final Words Connect with Anmol Singhi on his: Website: Anmol Singhi 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: “SEO is the one thing that I recommended them, and that produced results for them because SEO is long term.” - Anmol Singhi "SEO is a small word, but it has a lot of stuff going on in itself." - Anmol Singhi "Google Map business is not enough, again, it's a search engine in itself. Maps is a search engine in itself. So, if you have a GMB listing, you have to do the citations. Citations are again distributing your listing data on different channels." - Anmol Singhi
	16 Feb 2022	Your Brand is Your Reputation with Jay Franze	00:15:59
Our special guest for today’s show is Jay Franze. Here’s a little something about him: Born and raised in a suburb of Boston, Jay spent his early years building his passion for leadership development with a focus on the entertainment industry. After graduating from college Jay moved to Nashville to work in Music City, building a name for himself during his 25+ years as a leader in the industry. Jay is an author, speaker, coach, with a passion for leadership development. His coaching focuses on branding and development, leading people and teams to reach their maximum potential through strategic coaching. Jay is an Advisory Council Member for Harvard Business Review, an Advisory Board Member at Rutgers University, and a 2020-2021 inductee of Marquis Who’s Who in America. He is also the host of Franze and Friends, where leaders share their secrets. Jay has also spent 10 years in the security industry, including his time spent as the Vice President of the Northern California Market and the Vice President of Strategic Account Operations at G4S Secure Solutions, the largest security firm in the world. Jay has written three books and countless articles. His latest book “Leadership: lessons from the field” is a collection of blog posts that turn managers into leaders through lessons Jay has learned from his time spent in the field. Jay currently lives outside of Cincinnati with his lovely wife, Jennifer, his two beautiful daughters, Bella and Lucy, and their two dogs, Charlie and Zoe. In this episode of the CPA Marketing Genius Podcast, Salim and Jay will be talking about branding strategy that lifts the burden off of marketing. Jay is an expert brand strategy coach, and his expertise indeed proves how all business owners and individuals alike should be well-aware of the simplest to complex strategies, keeping you on top of the market. If you are interested in Branding strategies, then this is the episode for you! [00:01 - 03:12] Opening Segment Welcome to the show! I introduce our guest for today’s show Jay shares how he got into the branding space [03:13 - 14:29] Building the path to your own brand Key things on how we are seen by others Put emphasis on connection! How to show up through our websites The do’s and don'ts Self-presentation’s importance Authority and Credibility in Branding Your social media presence Deliver value through social media [14:30 - 15:58] Closing Segment What you need to understand when you build your brand Connect with me and our guest, Jay, in the links below Final Words Tweetable Quotes "We read much into the way we first meet someone or something for the first time than we think we do.” - Jay Franze "People don’t engage with a blank business, they engage with a person.” - Jay Franze "Everybody has a reputation, whether you’re an organization or you’re an individual. You have a reputation. Developing that reputation is what matters.” - Jay Franze ------------------------------------------------------------------------ If you’d like to hear more episodes, you can find them at https://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 the Salim and CPA Marketing Genius, visit www.cpamarketinggenius.com If you’d like to learn more about our branding, connect to Jay and shoot him an email at jayfranze@jayfranze.com Thanks for tuning in; we’ll see you next time!
	16 Aug 2021	Episode 005: What Is Success And How Do We Attain It?	00:12:45
In this episode of The CPA Marketing Genius, Salim shares three critical tools you can use to attain and maintain true success! Throughout the episode, Salim emphasizes the importance of following his rule of 72, avoiding falling for the shiny object syndrome, and the crucial importance of truly focusing on your tasks at hand. By using these methods, you too can find and maintain success with your firm! 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 cpamarketinggenius.com Thanks for tuning in; we’ll see you next time on the CPA Marketing Genius Podcast.
	02 Dec 2022	Episode 028: Win In A Competitive World With Strategic Differentiation Strategy with Roy Osing	00:28:46
[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
	06 May 2022	Finding Meaningful Success with Rob Cook	00:22:25
[00:01 - 06:00] Opening Segment Rob’s windy path From dentistry to CPA to software sales Creating value and being in a place of service [06:01 - 18:32] Make Time for What’s Valuable to You Differentiate yourself and don’t serve everyone Figure out your niche and your specialty then scale your business or practice from there Think about your priorities What are you willing to set aside and sacrifice to move towards your goal? The story behind Rob’s podcast The power of the medium Playing the long game to build relationships and give value [18:33 - 22:26] Closing Segment The importance of your “Why” Knowing why we’re doing what we’re doing makes things easier Connect with Rob and listen to his podcast! Final Words If you’d like to hear more episodes, you can find them at https://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 the Salim and CPA Marketing Genius, visit www.cpamarketinggenius.com Want to connect with Rob? Follow him on LinkedIn and don’t forget to check out his podcast, Contenders Wanted! Reach out to him directly at rob@contenderswanted.com. Thanks for tuning in; we’ll see you next time! Tweetable Quotes “One of the things that I love doing is I love looking forward, not necessarily looking back. I felt like in the accounting world we so much of what we did was we looked backward, whether it was reporting on financials, things that have already happened.” - Rob Cook “Provide more value and everything else will be easier. - Rob Cook “The things in life that we actually value are the things that show up on our calendars… Where you choose to spend your time is what is most valuable to you.” - Rob Cook
	18 Nov 2022	Episode 027: Finding The Voice Of Your CPA Firm with Ted Tibbetts	00:14:31
[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
	09 Sep 2022	Episode 022: How To Build an CPA Firm's Authority	00:15:23
[00:01 - 01:38] Opening Segment Salim Omar, CPA tells listeners about how to build authority Standing out from the competition Being seen as an expert The ways to build authority means: Creating website content Blog posts Email marketing Social media presence Special reports eBooks Videos Webinars [01:39 - 10:13] Building Trust and Credibility Through Online Presence Salim Omar, CPA discusses having a website is an important way to build trust and credibility with potential clients Blogs are a great way to share information and create content that is both informative and conversational Creating blogs on your website can help you: Rank higher in search engines Attract more leads Build client loyalty Making information is one of the most impactful ways to build authority Create specific content Have a strategy for distributing your content in multiple ways so that it’s seen as authoritative and relevant by your target [10:14 - 15:23] Closing Segment Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final Words Connect with Salim Omar, CPA on his: Website: 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 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 “If you don't build authority, you're going to fall in the trap of being a commodity.” - Salim Omar, CPA "There are many ways to build authority web, and you can see them right here. Website blog, post email, nurture, social media, special reports, eBook videos, webinars, and podcasts. My favorite is the website and it's, and the reason it's my favorite is because it's the first place where someone is going to go." - Salim Omar, CPA “You choose the prospects that you want to work on. You fill up your practice with high value clients, and it's better to have 10 high value clients than 30 low value clients.” – Salim Omar, CPA
	26 Aug 2022	Episode 021: How To Sell A Practice Tips For Success with Rebecca Smith	00:18:12
[00:01 - 03:12] Opening Segment Salim Omar, CPA introduces Rebecca Smith! She tells her reasons why firm owners decide to sell their practice Retirement Divorce Illness [03:13 - 06:46] How To Sell A Practice: Tips For Success Rebecca discusses concerns for both the seller and buyer when it comes to the timing of selling a practice When is the right time to sell a practice? Factors to consider when selling a practice: Political Economic Industry changes Best case scenarios for a turnkey practice Staying involved after selling a business Training Transitioning the buyer into the new setting Benefits of having a business broker when selling or buying a business A business broker can help manage the communication process without the emotional component [06:47 - 09:33] Closing Segment Rebecca invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final Words Connect with Rebecca on her: Website: Rebecca Smith 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: “The cool thing about firm sales transactions is that everything's negotiable.” - Rebecca Smith "Selling a business and buying a business is a highly emotional transaction." - Rebecca Smith “It really requires that person who's going to take the time, the competence to really understand, the care, the interest, the desire to help them, and really end with a transaction that is amicable for all involved.” – Salim Omar, CPA
	14 Apr 2023	Episode 038: How To Enhance Culture And Increase Profits with Tyler Horsley	00:21:28
[00:01 - 01:31] Opening Segment Salim Omar, CPA introduces Tyler Horsley to the show! He founded his own company called, “Nuclear Networking” His advice for growing a business or accounting firm is to understand your identity and be able to explain what you do in less than 10 seconds [01:32 – 11:29] Building A Successful Organization Internal communication is key, especially with remote workers Workshops can help identify who you are best for and the right partners to grow with Developing an avatar of the ideal client to target Growing the business intentionally and strategically Hiring based on company culture and values [11:30 – 16:20] How To Enhance Culture And Increase Profits Optimizing, automating, and organizing processes Creating standard operating procedures (SOPs) to reduce stress and improve the customer experience Hiring well and making sure employees are aligned with company values Utilizing tools such as Predictive Index to build teams based on criteria [16:21 - 21:28] Closing Segment Tyler shares with listeners that recognizing that success if often accompanied by pain, heartache and other challenges Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final Words Connect with Tyler Horsley on his: Website: Nuclear Networking LinkedIn: Tyler Horsley Facebook: Nuclear Networking 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 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
	17 Jun 2021	Episode 003: Inserting Disney Magic into Your Business with Lee Cockerell	00:39:15
Today on the CPA Marketing Genius Podcast we’re speaking with retired Disney executive and author Lee Cockerell. Lee tells us about how he went from college dropout to executive vice president, the secrets to building a great team, and how to insert some “Disney magic” into your own business. 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 and subscribe! If you want to learn more about Salim and CPA Marketing Genius, please visit cpamarketinggenius.com If you’d like to learn more about Lee Cockerell and his work, you can find it at Leecockerell.com Thanks for tuning in; we’ll see you next time on the CPA Marketing Genius Podcast.
	31 Mar 2023	Episode 037: Controlling Your Brand SERPs with Jason Barnard	00:24:01
[00:01 - 01:20] Opening Segment Salim Omar, CPA introduces Jason Barnard to the show! Jason is an author and digital marketing consultant who specializes in brand sales and knowledge panels He has spent 10 years figuring out how to educate and how to manage your brand on Google [01:21 – 14:56] Controlling Your Brand SERP Corroborating this information with third-party sources around the web to build credibility and authority What is a Google Knowledge Panel? The two different types of Knowledge Panels: For local businesses and For major corporations To get a Knowledge Panel, create a factual page about yourself and your company with corroboration from authoritative sources Brand SERP is the search engine results page for your name or company name and it’s important to your bottom line [14:57 – 21:55] Why Your Brand SERP Matters Brand SERP is Google’s one-pager about you, so you need to control it Perfecting a Google Business card Google needs to be taken by the hand and fed information in order to learn Authority, expertise, and trustworthiness are key components of dominating your niche on Google [21:56 - 23:36] Closing Segment Jason Barnard shares with the listeners that searching one’s own name can help determine what should be seen on the Google One Pager Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final Words Connect with Jason Barnard on his: Website: Kalicube LinkedIn: 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 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 “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
	01 Jun 2021	The CPA Marketing Genius Podcast Teaser!	00:02:16
Join us for the brand new, CPA Marketing Genius Podcast! Here is a trailer to give you a sneak peek of our show! Coming Soon on Spotify, Apple Podcasts, & Wherever you get your podcasts!
	20 May 2022	Optimize LinkedIn to Generate Leads and Sales with Daniel Alfon	00:22:19
[00:01 - 02:07] Opening Segment Daniel on how LinkedIn connected him to a business prospect when he needed it [02:08 - 06:39] Treat Your Profile as a Website The goal is to motivate visitors to reach out and take action Your headline should focus on the customers How can you help them? Customize your banner, profile picture, and featured section Be professional Conversions do not happen on LinkedIn [06:40 - 17:08] Busting Myths About LinkedIn Individual profiles are more important than company pages When it comes to connections, pick quantity or quality Understand the free platform first Lead with content not advertising Serve real-life objectives Bring value with educational content Make meaningful introductions outside of LinkedIn Exposure is overrated [17:09 - 22:20] Closing Segment Have a system in place to create connections offline How busy professionals can manage their LinkedIn account Connect with Daniel! Register to their free newsletter and check out their giveaway! Final Words If you’d like to hear more episodes, you can find them at https://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 the Salim and CPA Marketing Genius, visit www.cpamarketinggenius.com Want to connect with Daniel? Head over to danielalfon.com and follow him on LinkedIn or Twitter! Read Daniel’s book, Build a LinkedIn Profile for Business Success. Thanks for tuning in; we’ll see you next time! Tweetable Quotes “Most people do not follow company pages. The natural action is to connect as individuals.” - Daniel Alfon “The metrics they need to focus on are not LinkedIn metrics. Not the number of connections nor the number of views, or discussions or endorsements, or any LinkedIn metrics. What they need to think about and focus on are revenues, profits, new clients, and the real-life metrics.” - Daniel Alfon “What we could do is speak with that person outside of LinkedIn. The secret no one will tell you is that you need to leave LinkedIn at one point.” - Daniel Alfon
	01 Jul 2022	5 Easy Steps to De-stress and Re-Energize Your Practice	00:09:36
[00:01 - 03:12] Opening Segment Salim introduces his five steps to de-stress and re-energize your practice after a busy tax season The five steps to de-stress and re-energize are: #1 is to rest up and completely unplug for a few days #2 is to connect with your purpose #3 is to talk about areas of improvements with the team #4 is planning the next 120 days #5 is optional but highly recommended, I’ll be holding a 2-day virtual event to help practitioners with their 120-day goals [03:13 - 06:46] Salim discusses his five steps to de-stress and re-energize He and his wife travelled around as part of his application of the five step plan to de-stress and re-energize The purpose of the meetings is to bring all team members together to discuss the areas that they need to improve on Team brainstorming in order to improve performance This is to create goals for the next trimester based on the information that they had gathered Planning out the next 120 days, which includes tax season will be very beneficial [06:47 - 09:33] Closing Segment Salim’s final step is optional but it is recommended that you join his 2-day virtual event to help practitioners with their 120-day goals! Final Words If you’d like to hear more episodes, you can find them at https://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 the Salim and CPA Marketing Genius, visit www.cpamarketinggenius.com Thanks for tuning in; we’ll see you next time! Tweetable Quotes “Reconnect with why you do what you do.” - Salim Omar, CPA "Change of scenery is really beneficial and very important." - Salim Omar, CPA “Everyone on the team should come together, that will give you a lot of information to create your goals for the next trimester.” – Salim Omar, CPA
	04 Aug 2023	Episode 044: Increase Productivity Through The Use Of AI Technology With Manuj Aggarwal	00:24:09
[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
	01 Oct 2021	Episode 008: Client Attraction In The Internet's Stone Age With Terry Dean	00:29:53
In this episode of "The CPA Marketing Genius," Salim is joined by Terry Dean, who went from delivering pizzas to becoming one of the earliest online marketers in what Terry refers to as the "stone ages" of the world wide web! Join Terry and Salim as they discuss the power of having a strong email list, strategies for standing out from your competitors, and the possible ROI that can come providing potential clients with free information! 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 cpamarketinggenius.com If you’d like to learn more about Terry Dean and his work, you can find him at mymarketingcoach.com Thanks for tuning in; we’ll see you next time on the CPA Marketing Genius Podcast.
	17 Jun 2021	Episode 001: FB Live—BIG ANNOUNCEMENT for CPA Practitioners!	00:04:18
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 and subscribe! If you want to learn more about Salim and CPA Marketing Genius, please visit cpamarketinggenius.com Thanks for tuning in; we’ll see you next time on the CPA Marketing Genius Podcast.
	25 Mar 2022	Leverage Your Brand through Hosting Podcasts with Jeremy Slate	00:18:53
In this episode of the CPA Marketing Genius Podcast, Salim’s guest, Jeremy Slate, will be sharing to us his unremarkable yet very extraordinary journey in the past years on branding and podcasting. His wisdom and expertise is sure to encourage marketers and business owners on making success happen in this space. Here’s a bit about Jeremy: Jeremy Ryan Slate, an entrepreneur, media expert, CEO and founder of Command Your Brand. He helps visionary founders to impact the world and better mankind through the power of appearing on top-rated podcasts. He has been named a top influencer by Forbes and Top Millennial Influencer by BuzzFeed. His mission is to help others make a huge impact — since he knows as individuals our impact can be finite and though helping others we can all have a big impact. Jeremy has experienced and conquered some of life's toughest challenges — both personally and professionally. At 19, he went into knee surgery but due to complications ended up being unconscious for 3 days and receiving last rites from a priest. Then at 24, his mom, who he had always admired, had a debilitating stroke that left her with permanent disabilities. Professionally, Jeremy tried it all to make a living — teaching, network marketing, in-home personal training, selling life insurance, buying products from China and selling them on Amazon. Instead, he became really good at creating debt and not paying bills. Then he had the idea to start a podcast. With few listeners and below-average content, his first podcast, Rock Ur Life, failed. Determined to try again, he launched another podcast called The Create Your Own Life Show, which saw 10,000 listens in its first 30 days and led to him speaking to many of his heroes. Now, 6 years later it has millions of downloads and nearly 1,000 episodes. After his own podcast success, he had a fellow podcaster approach him about starting a company to book people on podcasts. The company lasted 9 months and did over six figures of revenue but resulted in Jeremy and an employee doing 90% of the work. The partnership and company dissolved and re-formed as Command Your Brand, with his wife Brielle as the co-founder. Since its inception, Command Your Brand has booked clients on thousands of podcasts, closing in on seven figures in revenue with a team of just over 10. If you are interested in leveraging your brand and enhancing your podcast, then this is the episode for you! Listen through the podcast and keep these marketing secrets alive in your business. [00:01 - 05:56] Opening Segment How Command Your Brand came to be A name change Addition through subtraction Brand defined by Jeremy Why is proactivity important [05:57 - 15:43] Creating a brand through podcasts The ways to make it happen Niche it down: understand your target market Leveraging your podcast to build a brand Be a podcast guest to others The common mistakes people make in podcasting Put value to your listeners Talk, bite the bullet, keep doing it [15:44 - 18:53] Closing Segment Set up an alert for yourself! Jeremy’s book: Unremarkable to Extraordinary Journey Grab yourself a copy on June 7th! Final Words If you’d like to hear more episodes, you can find them at https://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 the Salim and CPA Marketing Genius, visit www.cpamarketinggenius.com Want to connect with Jeremy? Connect with his socials: LinkedIn & Instagram and don’t forget to check out his website https://www.jeremyryanslate.com/ Listen to his podcast, The Create Your Own Life Show Thanks for tuning in; we’ll see you next time! Tweetable Quotes "In terms of commanding your brand, it comes from the perspective of you actually being active in creating it, not just letting it happen to you. I think that’s how a lot of people approach it. Many business owners specifically approach it that way.” - Jeremy Slate "Branding is how people experience, perceive, and view your brand.” - Jeremy Slate "Yes, start your own podcast, but first, go on some podcasts as a guest.” - Jeremy Slate "We’re all born unremarkable, but it’s the things we do in life and how we show up that make us extraordinary.” - Jeremy Slate
	02 Jun 2023	Episode 042: Driving Business Excellence: Strategies to Thrive amidst Talent Shortages with Uday Ranpara	00:23:48
[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! Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final Words Connect with Uday Ranpara on his: Website: Unison Globus LinkedIn: Uday Ranpara 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 “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
	18 Oct 2021	Episode 009: What Makes A Good Leader? with Dr. Michael Useem	00:30:19
On this episode of The CPA Marketing Genius, Salim is joined by author, academic, and expert on leadership in business, Dr Michael Useem. Together, he and Salim discuss the habits, mindset, and the skills needed to be an effective business leader in today's world! Also, we get some insight into the lessons Dr. Useem learned while interviewing 9 thriving CEO's for his new book "The Edge." 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 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.
	03 Feb 2023	Episode 033: Get More Money for Your Clients With Tax Credits	00:15:01
[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
	03 Jun 2022	How Charles Read, CPA grew his niched practice to over 7 figures	00:20:03
[00:01 - 05:43] Opening Segment Charles shares his story from working in corporate finance to putting up his own company [05:45 - 14:45] Secrets to Growing a Business That Lasts for Decades Unique Value Proposition: What sets GetPayroll apart from its competitors How a white-label system helps them deliver faster and provide better customer service The strategies that helped him grow from 1k to a 7-figure business Hire the best marketing team [14:45 - 16:56] Finding Clarity in Business Investing in professionals where your skillsets are lacking Why your business niche is the key to growth Compliance Ideal Clients Business size [16:57 - 20:04] Closing Segment Charles's piece of advice to business owners Final Words Get this latest book and use the discount code PODCAST: The Payroll Book: A Guide for Small Businesses and Startups Connect with Charles on the links below! If you’d like to hear more episodes, you can find them at https://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 the Salim and CPA Marketing Genius, visit www.cpamarketinggenius.com Want to connect with Charles? Head over to www.getpayroll.com and follow him on LinkedIn or Instagram! Grab a copy of his book and use the discount code PODCAST: The Payroll Book: A Guide for Small Businesses and Startups Thanks for tuning in; we’ll see you next time! Tweetable Quotes “We can't be an expert in all areas. We have to specialize.” - Charles Read, CPA "If I were to go back and do it from scratch, I'd hire marketing." - Charles Read, CPA “Business is a marathon. It's not a sprint.” - Charles Read, CPA
	23 Sep 2022	Episode 023: The #1 Most Important Marketing Asset in Your CPA Firm	00:06:53
[00:01 - 03:12] Opening Segment Salim Omar, CPA discusses how your website is your most important marketing asset, and it should be modern Every website needs a headline, and a good one can help you stand out from the competition Design is also important, with websites having to be clean and attractive [03:13 - 06:46] Build An Effective Marketing Campaign That Converts Salim Omar, CPA discusses the importance of having a unique approach to website design The benefits of using a different methodology or process than your competitors The importance of having a high-converting website Identifying the journey, a prospect will take to book a free consultation, as well as outlining the steps involved This helps to build trust between the business and the prospect and allows them to take the next step confidently [06:47 - 09:33] Closing Segment Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final Words Connect with Salim Omar, CPA on his: Website: 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 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 “Design is super important. People do judge a book by its cover.” - Salim Omar, CPA "We want to speak to the needs and we want to speak to the desires of your prospect." - Salim Omar, CPA “Your website is your most important marketing. It must convey trust.” – Salim Omar, CPA
	21 Oct 2022	Episode 025: The Hidden Opportunities Within Your CPA Firm	00:06:43
[00:01 - 02:02] Opening Segment Salim Omar, CPA discusses how there are opportunities within your CPA firm that can generate extra income By attracting high-value clients, you can increase your revenues significantly [02:03 - 04:55] Identifying Opportunities Within Your CPA Firm Salim Omar, CPA discusses the key to success if recognizing opportunities within your client base Pricing can be based on the tangible or intangible benefits a firm provides to their clients What is value pricing? The importance of communication with clients [04:56 - 06:55] Closing Segment Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final Words Connect with Salim Omar, CPA on his: Website: 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 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 “Opportunity lurks in everyone's backyards.” - Salim Omar, CPA "Don't ignore the hidden opportunities within your client base." - Salim Omar, CPA “Provide the value in the way you write, in the way you communicate to the clients, the advice you give, what you share with them, and how you share it.” – Salim Omar, CPA
	16 Jun 2023	Episode 043: 43 Why Business Owners Need a CFO with Adam Lean	00:22:42
[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! 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
	15 Sep 2021	Episode 007: Moving Out Of The Van Down By The River With Jassen Bowman	00:31:16
In this episode of The CPA Marketing Genius, Salim is joined by tax resolution expert Jassen Bowman. Jassen shares with Salim his story of how he went from being homeless to traveling the world while operating his own remote practice! Listen along as Jassen provides insight into the world of tax resolutions and shares some useful tips and strategies that could help push your practice to the next level! 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 cpamarketinggenius.com If you’d like to learn more about Jassen Bowman and his work, you can find it at taxmarketinghq.com Thanks for tuning in; we’ll see you next time on the CPA Marketing Genius Podcast.
	17 Mar 2023	Episode 036: How CPA Firms Can Provide REAL Value To Their Business Clients with Nathan Lind	00:21:34
[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 Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final Words Connect with Nathan Lind on his: Website: Website Closers YouTube: Nathan Lind LinkedIn: Nathan Lind 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 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
	06 Jan 2023	Episode 031: How To Manage An Effective Team With A Managerial Leadership Role with Julian Chapman	00:23:32
[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
	30 Dec 2022	Episode 030: Helping Clients Get Into Payment Plans With The IRS with Dan Henn	00:20:56
[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
	16 Dec 2022	Episode 029: How To Protect Your Business And Grow It For An Eventual Exit with Michael Ringel	00:21:41
[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
	28 Apr 2023	Episode 039: Maximizing The Power Of Email Marketing with Scott Bywater	00:26:19
[00:01 - 01:31] Opening Segment Salim Omar, CPA introduces Scott Bywater to the show! Scott is a sought-after marketing copywriter and creator of the Simple Email ROI system He discusses email marketing and using copy in the right way to turn email lists into booked calendar appointments and more revenues [01:32 – 11:29] Turning Email Lists Into Booked Appointments Email is a powerful tool for building trust and increasing sales Specificity and curiosity are key in crafting effective subject lines Research is crucial for laying the foundations of successful email marketing Creating a subject line for an email after writing it can be an effective way of writing emails [11:30 – 16:20] Maximizing The Power Of Email Marketing Utilizing tools like Jasper and chatGPT can help generate email topics and even write emails Fear of rejection and now knowing what to write about are common bottlenecks in email writing Emailing too little is a bigger risk than emailing too much [16:21 - 21:28] Closing Segment Scott Bywater shares that the size of the email list is not the only factor in determining ROI because smaller lists can still be effective! Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team! Final Words Connect with Scott Bywater on his: Website: Simple Email ROI Website: Copywriting That Sells LinkedIn: Scott Bywater 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 “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

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