Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Shauna Wekherlien is the owner of Tax Goddess Business Services, a CPA firm located in Scottsdale, AZ. Tax Goddess is a firm that focuses on tax strategy and planning to help lower and minimize taxes for business owners and investors. 

At the time this was written, her firm had saved their clients over $740,264,635. Talk about lowering and minimizing taxes! 

Shauna earned the name ‘tax goddess’ after needing to market herself at a networking event, and 60 seconds to do it. Quickly, she decided ‘tax goddess’ was an eye catching and head spinning name, so she went for it.

A marketing friend at the same event loved how it sounded, and 17 years ago, Shauna the Tax Goddess was born.

Direct download: GYF_004_Tax_Goddess_Audio.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Jeff, a fan of our show, is the Director of Development at Wilkins Miller. Wilkins Miller is a top 400 Accounting firm in Mobile, AL. He started his career in IT business development and soon transferred to development, which we will cover throughout. Ultimately, Jeff is in the pursuit of new clients and new business.

On today’s episode we sat down with Jeff Jacobs, and talked about retention, hiring, development, and most importantly, relationships. 

Direct download: 20230316_Jeff_Jacobs_FINAL.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

Amy is the CEO, keynote speaker, and consultant at B3 Method Institute. B3 Method Institute is an educational organization focused on providing work-life harmony. Since you’re in the learning mood, here’s a ‘math’ problem of the B3 Method: (Business + Balance = Bliss). 

In our latest podcast, Amy Vetter shared her philosophy on creating harmony in life and work to help create purpose in our work. 

Direct download: 20230302_Amy_Vetter_FINAL.mp3
Category:Accounting,accountant,CPA -- posted at: 5:00am EDT

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