[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 St…

[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 bookkeep…

[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 ri…

[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 manageme…

[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 …

[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 Bo…

[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 commu…

[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 informat…

[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 mil…

[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 a…

[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 tha…

[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…

[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: …

[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 …

[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 r…

[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 …

[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, “…

[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 b…

[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 adve…

[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 opportunit…

[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,…

[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 C…

[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 Thro…

[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…

[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 1…

[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 th…

[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…

[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…

[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 priorit…

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. Rober…

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 Fundin…

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 Ry…

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 cl…

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 du…

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…

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 thr…

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 competit…

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 strategie…

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 t…

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 method…

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…

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…

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.simple…

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’…

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!Matt Miller, Salim Omar による