The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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Content provided by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Post-Tax Season Tune-Up
Manage episode 413973385 series 3436441
Content provided by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
After the chaos of tax season, it's the perfect time to evaluate your accounting practice and make changes for a smoother upcoming year. In this episode, Roger is joined by guest Amanda Aguillard to discuss strategies to "right-size" your client roster, optimize technology usage, diversify service offerings, and implement better work-life balance. They share tips on reviewing clients, pricing appropriately, leveraging accounting services beyond tax prep, and avoiding the unhealthy grind culture.
Sponsors
Padgett - Contact Padgett or Email Jeff Phillips
- (00:00) - Welcome to Federal Tax Updates
- (02:04) - Meet Amanda Aguilar: A Journey from CPA to IRS Advisory Council Member
- (03:26) - Post-Tax Season Reflections: Looking Back to Move Forward
- (06:03) - Evaluating Your Practice: The Importance of Client Grading
- (11:02) - Achieving Work-Life Balance Through Right Sizing
- (16:54) - Embracing Specialization for a More Profitable Practice
- (21:41) - The Power of Saying No: Setting Boundaries with Clients
- (26:17) - Leveraging Technology for Efficiency and Balance
- (27:58) - The Challenge of Vetting Software
- (29:23) - The Reality of Clients and Technology Adoption
- (30:38) - Making Tough Decisions on Client Technology Use
- (33:37) - Evaluating Tax Software: Cost vs. Capability
- (38:19) - Diversifying Services Beyond Tax Season
- (42:51) - The Value of Accounting Services in the Age of DIY Software
- (48:38) - Closing Thoughts: Embracing Change for a Healthier Work-Life Balance
Connect with Amanda Aguillard
LinkedIn: https://www.linkedin.com/in/amandaaguillard
Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.
Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab
Review
Leave a review on Apple Podcasts or Podchaser
Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
34 episodes
Share
Manage episode 413973385 series 3436441
Content provided by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
After the chaos of tax season, it's the perfect time to evaluate your accounting practice and make changes for a smoother upcoming year. In this episode, Roger is joined by guest Amanda Aguillard to discuss strategies to "right-size" your client roster, optimize technology usage, diversify service offerings, and implement better work-life balance. They share tips on reviewing clients, pricing appropriately, leveraging accounting services beyond tax prep, and avoiding the unhealthy grind culture.
Sponsors
Padgett - Contact Padgett or Email Jeff Phillips
- (00:00) - Welcome to Federal Tax Updates
- (02:04) - Meet Amanda Aguilar: A Journey from CPA to IRS Advisory Council Member
- (03:26) - Post-Tax Season Reflections: Looking Back to Move Forward
- (06:03) - Evaluating Your Practice: The Importance of Client Grading
- (11:02) - Achieving Work-Life Balance Through Right Sizing
- (16:54) - Embracing Specialization for a More Profitable Practice
- (21:41) - The Power of Saying No: Setting Boundaries with Clients
- (26:17) - Leveraging Technology for Efficiency and Balance
- (27:58) - The Challenge of Vetting Software
- (29:23) - The Reality of Clients and Technology Adoption
- (30:38) - Making Tough Decisions on Client Technology Use
- (33:37) - Evaluating Tax Software: Cost vs. Capability
- (38:19) - Diversifying Services Beyond Tax Season
- (42:51) - The Value of Accounting Services in the Age of DIY Software
- (48:38) - Closing Thoughts: Embracing Change for a Healthier Work-Life Balance
Connect with Amanda Aguillard
LinkedIn: https://www.linkedin.com/in/amandaaguillard
Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.
Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab
Review
Leave a review on Apple Podcasts or Podchaser
Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!
This podcast is a production of the Earmark Media
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
34 episodes
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Similar to Federal Tax Updates
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman and Rob Litterst from The Hustle.
…
continue reading
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…
continue reading
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…
continue reading
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continue reading
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continue reading
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continue reading
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