Find Clients Who Fit

The Internet Says

Today we're back to what we love to talk about most... taxes! The internet has lots of great ideas, but are they always what they seem? We talk through all the true, false or maybe's we hear online. At least Kelly sees them online, Jared might be surprised by what the internet says!

BIG Announcement

Today, after many months of trying to have Jared keep a secret, we're happy to announce the launch of taxfounded.com We've built a community for tax firm owners who want to thrive not just survive. Based on our own frustrations where traditional models have fallen short, we're thrilled to bring our passions to you.  To see if you're a great fit for what we're building, go to taxfounded.com and find out more information!

What's the TECH?

In this episode, Kelly Bender, Jared Foos, and guest Brad Messner, PhD, explore the rapidly evolving landscape of technology in the tax industry. They discuss AI, automation, data security, and how tax professionals can adapt to stay ahead in a fast-changing environment.

Can You Explain It?

We see a lot of tax pros take positions on returns that they possibly don't understand, and definitely can't defend.  What moves should tax pros stop doing right now when it comes to serving our clients well? What are some red flags to watch for?  Also, spoiler alert, Jared went golfing!

Find Clients Who Fit

Today we welcome Will Hamilton, founder of SmartPath, a pricing and engagement application to help accounting firms get more value out of their firms. We unpack marketing and sales strategies, as well as decipher what works and what doesn't. Will Jared finally succumb to building his personal brand?  Please visit smartpath.co for more information on Will and his company.