Your Tax Firm, Your Way Transistor (https://transistor.fm) https://feeds.transistor.fm/your-tax-firm-your-way This podcast is for tax firm owners and aspiring tax firm owners. If you want to launch, grow, or improve your firm, subscribe. I got started in taxes in 2008 and launched my own firm in 2019. I'm sharing what I've learned over the years with the hope that it'll help encourage you and spark ideas to make your own firm better. Not that you will do exactly what I do, but that you will find the path to make your own firm a great place for you and your clients. (C) 2025 Wooten CPA PLLC 5b03e1c7-d280-5137-bd4b-3f22052d0416 yes en Tue, 08 Sep 2026 07:30:14 -0400 Tue, 08 Sep 2026 07:31:30 -0400 https://yourtaxfirmyourway.transistor.fm/ https://img.transistorcdn.com/NBSmGlCnim5F7Y1XzjRmhzuFhrd2a03Im3ejC37Vn8U/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS84M2Ez/YTdjNzRjNTA1NzA3/NjEyZTVjYWFmOWU2/ODgwNC5wbmc.jpg Your Tax Firm, Your Way https://yourtaxfirmyourway.transistor.fm/ episodic Brad Wooten, CPA This podcast is for tax firm owners and aspiring tax firm owners. If you want to launch, grow, or improve your firm, subscribe. I got started in taxes in 2008 and launched my own firm in 2019. I'm sharing what I've learned over the years with the hope that it'll help encourage you and spark ideas to make your own firm better. Not that you will do exactly what I do, but that you will find the path to make your own firm a great place for you and your clients. This podcast is for tax firm owners and aspiring tax firm owners. accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way Brad Wooten, CPA brad@wootencpa.com No No Why I Won't Sign a Comfort Letter 43 43 Why I Won't Sign a Comfort Letter full d066a80c-f3bb-431a-9233-fc5d36fd4c03 https://share.transistor.fm/s/37844ba6 A client asks you to fill out a one page government form. Name, address, how much rent they pay. It only takes two minutes, but I won't do it.

Yehuda Tenenbaum  and I got into this while recording an episode about tax tech, and it went far enough off track that it became its own video. He's an EA. I'm a CPA. Our rules aren't the same.

What we get into:

Why signing off on a client's numbers is an attest service, whether you meant it that way or not
Comfort letters, and what mortgage brokers actually need from you
The AICPA's template letter and what it really says
Compilations vs bookkeeping vs financial statement prep
Why your clients almost certainly don't need an audit or a review
What happens to an unlicensed preparer who signs one of these and what happens to a CPA

This is two people talking, not advice for your situation. Your state board, your license, and your liability are yours. Check with someone qualified before you sign anything.

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> A client asks you to fill out a one page government form. Name, address, how much rent they pay. It only takes two minutes, but I won't do it.

Yehuda Tenenbaum  and I got into this while recording an episode about tax tech, and it went far enough off track that it became its own video. He's an EA. I'm a CPA. Our rules aren't the same.

What we get into:

Why signing off on a client's numbers is an attest service, whether you meant it that way or not
Comfort letters, and what mortgage brokers actually need from you
The AICPA's template letter and what it really says
Compilations vs bookkeeping vs financial statement prep
Why your clients almost certainly don't need an audit or a review
What happens to an unlicensed preparer who signs one of these and what happens to a CPA

This is two people talking, not advice for your situation. Your state board, your license, and your liability are yours. Check with someone qualified before you sign anything.

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 08 Sep 2026 07:30:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 646 A client asks you to fill out a one page government form. Name, address, how much rent they pay. It only takes two minutes, but I won't do it.

Yehuda Tenenbaum  and I got into this while recording an episode about tax tech, and it went far enough off track that it became its own video. He's an EA. I'm a CPA. Our rules aren't the same.

What we get into:

Why signing off on a client's numbers is an attest service, whether you meant it that way or not
Comfort letters, and what mortgage brokers actually need from you
The AICPA's template letter and what it really says
Compilations vs bookkeeping vs financial statement prep
Why your clients almost certainly don't need an audit or a review
What happens to an unlicensed preparer who signs one of these and what happens to a CPA

This is two people talking, not advice for your situation. Your state board, your license, and your liability are yours. Check with someone qualified before you sign anything.

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No I Was Making More Than the People I Was Watching 42 42 I Was Making More Than the People I Was Watching full f6b396a1-1c18-47a5-b79a-09f179c90493 https://share.transistor.fm/s/7e117bbf A couple of guys I'd been watching shared their numbers. I was making more than both of them, and I'd started my firm before they did. Plus, I have some great processes that are unique. That's when I decided I could start talking about how I run my firm.

That's the whole reason this channel exists, and it's the thing I want you to take from this episode: the people you're watching are not as far ahead of you as you think, including me. They're just posting about what they're doing.

Yehuda Tenenbaum, EA came to Orlando to talk about simplifying your firm before tax season. We got into the minimum tech you need to start, why I built my own TaxDome pipeline instead of buying one, and the Claude projects I use for review, reasonable comp, and tax strategy.

I also explain why I (sometimes) stop watching Jason Staats videos. We love Jason. Watch the segment before you send me an angry message.

What we cover:

Why you feel behind, and why that's a stress problem instead of a tech problem
The minimum stack to start a firm, and what you can skip
Understanding pipelines before you buy someone else's
Whether every service needs its own pipeline
The Google doc I keep all tax season and work through every August
Using AI in a way where you still own the output
Build it yourself or pay someone to keep it updated

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> A couple of guys I'd been watching shared their numbers. I was making more than both of them, and I'd started my firm before they did. Plus, I have some great processes that are unique. That's when I decided I could start talking about how I run my firm.

That's the whole reason this channel exists, and it's the thing I want you to take from this episode: the people you're watching are not as far ahead of you as you think, including me. They're just posting about what they're doing.

Yehuda Tenenbaum, EA came to Orlando to talk about simplifying your firm before tax season. We got into the minimum tech you need to start, why I built my own TaxDome pipeline instead of buying one, and the Claude projects I use for review, reasonable comp, and tax strategy.

I also explain why I (sometimes) stop watching Jason Staats videos. We love Jason. Watch the segment before you send me an angry message.

What we cover:

Why you feel behind, and why that's a stress problem instead of a tech problem
The minimum stack to start a firm, and what you can skip
Understanding pipelines before you buy someone else's
Whether every service needs its own pipeline
The Google doc I keep all tax season and work through every August
Using AI in a way where you still own the output
Build it yourself or pay someone to keep it updated

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Fri, 04 Sep 2026 07:30:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 3544 A couple of guys I'd been watching shared their numbers. I was making more than both of them, and I'd started my firm before they did. Plus, I have some great processes that are unique. That's when I decided I could start talking about how I run my firm.

That's the whole reason this channel exists, and it's the thing I want you to take from this episode: the people you're watching are not as far ahead of you as you think, including me. They're just posting about what they're doing.

Yehuda Tenenbaum, EA came to Orlando to talk about simplifying your firm before tax season. We got into the minimum tech you need to start, why I built my own TaxDome pipeline instead of buying one, and the Claude projects I use for review, reasonable comp, and tax strategy.

I also explain why I (sometimes) stop watching Jason Staats videos. We love Jason. Watch the segment before you send me an angry message.

What we cover:

Why you feel behind, and why that's a stress problem instead of a tech problem
The minimum stack to start a firm, and what you can skip
Understanding pipelines before you buy someone else's
Whether every service needs its own pipeline
The Google doc I keep all tax season and work through every August
Using AI in a way where you still own the output
Build it yourself or pay someone to keep it updated

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Steven A. Jarvis, CPA 41 41 Tax Firm Owners Share Their Story: Steven A. Jarvis, CPA full 19e3235c-d1b0-4a59-9f21-a53cb38aa834 https://share.transistor.fm/s/eddf6b0b In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Steven:
https://www.linkedin.com/in/stevenajarvis/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Steven:
https://www.linkedin.com/in/stevenajarvis/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 20 Jul 2026 07:15:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 3179 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Steven:
https://www.linkedin.com/in/stevenajarvis/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No We Tested AI in Our Tax Firms: Here's What Works & What Doesn't 40 40 We Tested AI in Our Tax Firms: Here's What Works & What Doesn't full d4dc6737-1e9b-493e-a63c-ff93dc2fec43 https://share.transistor.fm/s/1ee6ca79 Yehuda Tenenbaum, EA and I sat down with no script and one topic: AI and taxes. What came out is an honest look at what these tools do for a tax firm today, and what's still just hype.

We break down where AI is genuinely delivering value in tax and accounting, where it's falling short, and what firm owners actually need to know before investing time or money into these tools.

In this episode, we cover:
Why AI summarization is "overrated" and what to demand instead
The real use case that could replace your tax software entirely
DIY builds (like custom Claude tools) vs. productized solutions - which makes more sense for your firm?
The "token shortage" concept and why it matters for the future of AI pricing
Honest takes on tools like Claude, Juno, TaxDome's Atlas, and Ping
Why the "you'll be left behind" fear-mongering around AI is often overblown
What success actually looks like for a tax firm owner and why it's more than just tech adoption

Whether you're an early AI adopter or still figuring out where to start, this conversation gives you a grounded, practitioner-level perspective on what's real, what's not, and where to focus your attention.

Resources mentioned:
Claude (claude.ai)
Juno (AI tax review tool)
TaxDome / Atlas
Ping
RC Reports

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Yehuda Tenenbaum, EA and I sat down with no script and one topic: AI and taxes. What came out is an honest look at what these tools do for a tax firm today, and what's still just hype.

We break down where AI is genuinely delivering value in tax and accounting, where it's falling short, and what firm owners actually need to know before investing time or money into these tools.

In this episode, we cover:
Why AI summarization is "overrated" and what to demand instead
The real use case that could replace your tax software entirely
DIY builds (like custom Claude tools) vs. productized solutions - which makes more sense for your firm?
The "token shortage" concept and why it matters for the future of AI pricing
Honest takes on tools like Claude, Juno, TaxDome's Atlas, and Ping
Why the "you'll be left behind" fear-mongering around AI is often overblown
What success actually looks like for a tax firm owner and why it's more than just tech adoption

Whether you're an early AI adopter or still figuring out where to start, this conversation gives you a grounded, practitioner-level perspective on what's real, what's not, and where to focus your attention.

Resources mentioned:
Claude (claude.ai)
Juno (AI tax review tool)
TaxDome / Atlas
Ping
RC Reports

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 13 Jul 2026 07:15:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 4466 Yehuda Tenenbaum, EA and I sat down with no script and one topic: AI and taxes. What came out is an honest look at what these tools do for a tax firm today, and what's still just hype.

We break down where AI is genuinely delivering value in tax and accounting, where it's falling short, and what firm owners actually need to know before investing time or money into these tools.

In this episode, we cover:
Why AI summarization is "overrated" and what to demand instead
The real use case that could replace your tax software entirely
DIY builds (like custom Claude tools) vs. productized solutions - which makes more sense for your firm?
The "token shortage" concept and why it matters for the future of AI pricing
Honest takes on tools like Claude, Juno, TaxDome's Atlas, and Ping
Why the "you'll be left behind" fear-mongering around AI is often overblown
What success actually looks like for a tax firm owner and why it's more than just tech adoption

Whether you're an early AI adopter or still figuring out where to start, this conversation gives you a grounded, practitioner-level perspective on what's real, what's not, and where to focus your attention.

Resources mentioned:
Claude (claude.ai)
Juno (AI tax review tool)
TaxDome / Atlas
Ping
RC Reports

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Evan Schroedel, CPA 39 39 Tax Firm Owners Share Their Story: Evan Schroedel, CPA full 44acf741-c95a-4c0d-a37a-4f2c49550cb5 https://share.transistor.fm/s/c4e35dec In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Evan:
https://www.linkedin.com/in/evan-schroedel-cpa-95098546/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Evan:
https://www.linkedin.com/in/evan-schroedel-cpa-95098546/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 30 Jun 2026 08:07:16 -0400 Brad Wooten, CPA Brad Wooten, CPA 4195 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Evan:
https://www.linkedin.com/in/evan-schroedel-cpa-95098546/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Samuel Moshe Nachfolger 38 38 Tax Firm Owners Share Their Story: Samuel Moshe Nachfolger full 663de814-b650-43b8-a0cc-4b54bf208e50 https://share.transistor.fm/s/92ee813f In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 15 Jun 2026 07:15:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 2315 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Kyle Beltle, CPA, CTP 37 37 Tax Firm Owners Share Their Story: Kyle Beltle, CPA, CTP full 99305715-c0a7-47ef-8b1a-442fe6f1760a https://share.transistor.fm/s/3cb7d7ec In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Kyle:
https://www.linkedin.com/in/kylebeltle/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Kyle:
https://www.linkedin.com/in/kylebeltle/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 01 Jun 2026 07:30:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 3504 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Kyle:
https://www.linkedin.com/in/kylebeltle/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Mike Mazzanna, CPA, MST 36 36 Tax Firm Owners Share Their Story: Mike Mazzanna, CPA, MST full 561d4816-68a0-4d1a-a511-77a82f3e29ba https://share.transistor.fm/s/507e4978 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Mike:
https://www.linkedin.com/in/mike-mazzanna-cpa/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Mike:
https://www.linkedin.com/in/mike-mazzanna-cpa/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 25 May 2026 07:30:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 3154 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Mike:
https://www.linkedin.com/in/mike-mazzanna-cpa/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Kelly Rohrs, CPA 35 35 Tax Firm Owners Share Their Story: Kelly Rohrs, CPA full fe8dcc92-2243-4224-a193-e725c3929e88 https://share.transistor.fm/s/2ee0a247 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Kelly:
https://www.linkedin.com/in/kellyrohrs/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Kelly:
https://www.linkedin.com/in/kellyrohrs/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 18 May 2026 07:30:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 3073 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Kelly:
https://www.linkedin.com/in/kellyrohrs/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Confidence and Competence: Your Firm's Missing Piece? 34 34 Confidence and Competence: Your Firm's Missing Piece? full 025a1562-3d2f-4864-b332-e5e33153ecf7 https://share.transistor.fm/s/0806761e In this podcast, I share my personal belief on the five essential elements for running a successful tax firm, focusing keenly on confidence and competency. We discuss how to be confident in your abilities as a tax firm owner. While running an accounting firm isn't overly complicated, it does require dedication.

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this podcast, I share my personal belief on the five essential elements for running a successful tax firm, focusing keenly on confidence and competency. We discuss how to be confident in your abilities as a tax firm owner. While running an accounting firm isn't overly complicated, it does require dedication.

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Wed, 13 May 2026 07:30:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 830 In this podcast, I share my personal belief on the five essential elements for running a successful tax firm, focusing keenly on confidence and competency. We discuss how to be confident in your abilities as a tax firm owner. While running an accounting firm isn't overly complicated, it does require dedication.

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Henry Huie, CPA 33 33 Tax Firm Owners Share Their Story: Henry Huie, CPA full 4bb0de70-231f-4542-bd00-797fc374a2d7 https://share.transistor.fm/s/26e99820 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Henry:
https://www.linkedin.com/in/henryhuie/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Henry:
https://www.linkedin.com/in/henryhuie/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 11 May 2026 07:30:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 3751 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Henry:
https://www.linkedin.com/in/henryhuie/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No This Scheduling System Changed My Entire Tax Season 32 32 This Scheduling System Changed My Entire Tax Season full 472aa22e-5bb3-40e8-83be-5e94150b432e https://share.transistor.fm/s/0a0c9822 In this podcast, I discuss my initial experience with scheduling out my tax season, a process that proved highly effective and which I plan to continue. This approach to tax preparation and tax planning, while perhaps different from common methods, significantly improved my workflow. For any CPA looking for effective time management strategies, this offers a new perspective on how to do taxes efficiently.

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this podcast, I discuss my initial experience with scheduling out my tax season, a process that proved highly effective and which I plan to continue. This approach to tax preparation and tax planning, while perhaps different from common methods, significantly improved my workflow. For any CPA looking for effective time management strategies, this offers a new perspective on how to do taxes efficiently.

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Thu, 07 May 2026 08:00:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 2833 In this podcast, I discuss my initial experience with scheduling out my tax season, a process that proved highly effective and which I plan to continue. This approach to tax preparation and tax planning, while perhaps different from common methods, significantly improved my workflow. For any CPA looking for effective time management strategies, this offers a new perspective on how to do taxes efficiently.

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Israel Steinberg, CPA 31 31 Tax Firm Owners Share Their Story: Israel Steinberg, CPA full 079cca58-dabe-4a4c-b335-91ad78f7e04f https://share.transistor.fm/s/3911bf0c In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Israel:
https://www.linkedin.com/in/israel-steinberg-cpa/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Israel:
https://www.linkedin.com/in/israel-steinberg-cpa/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 05 May 2026 08:00:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 2922 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Connect with Israel:
https://www.linkedin.com/in/israel-steinberg-cpa/

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No The Client Acquisition Mindset Tax Firms Are Missing 30 30 The Client Acquisition Mindset Tax Firms Are Missing full 6504a566-d712-435b-829b-3367e87660f8 https://share.transistor.fm/s/471214dc The lifeblood of any business is getting more clients, which directly impacts revenue and ensures sustainability. This video explores key mindset shifts and practical steps essential for customer acquisition, challenging the common belief that sales skills are the only (or best) path. Our discussion focuses on developing a robust business growth strategy to help you grow your business effectively.

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> The lifeblood of any business is getting more clients, which directly impacts revenue and ensures sustainability. This video explores key mindset shifts and practical steps essential for customer acquisition, challenging the common belief that sales skills are the only (or best) path. Our discussion focuses on developing a robust business growth strategy to help you grow your business effectively.

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Wed, 29 Apr 2026 15:00:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 1507 The lifeblood of any business is getting more clients, which directly impacts revenue and ensures sustainability. This video explores key mindset shifts and practical steps essential for customer acquisition, challenging the common belief that sales skills are the only (or best) path. Our discussion focuses on developing a robust business growth strategy to help you grow your business effectively.

Join the community for tax firm owners here:
https://www.acceleratorcommunity.com/join-now

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Ronnie Withaeger 29 29 Tax Firm Owners Share Their Story: Ronnie Withaeger full b03c39b0-4dc9-49ae-abc8-a5d5d23cb145 https://share.transistor.fm/s/0a4f85d3 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing an accounting practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Ronnie:
https://www.linkedin.com/in/ronnie-withaeger-cpa-0790689/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing an accounting practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Ronnie:
https://www.linkedin.com/in/ronnie-withaeger-cpa-0790689/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 27 Apr 2026 07:00:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 3622 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing an accounting practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Ronnie:
https://www.linkedin.com/in/ronnie-withaeger-cpa-0790689/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Jake Demi 28 28 Tax Firm Owners Share Their Story: Jake Demi full ed10514f-19dd-43af-b6f7-e4967232a42d https://share.transistor.fm/s/e1d3548e In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing an accounting practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jake:
https://www.linkedin.com/in/jake-demi-6b7a8547/
https://www.youtube.com/@wenonahbookkeeping

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing an accounting practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jake:
https://www.linkedin.com/in/jake-demi-6b7a8547/
https://www.youtube.com/@wenonahbookkeeping

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Wed, 22 Apr 2026 14:22:01 -0400 Brad Wooten, CPA Brad Wooten, CPA 3313 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing an accounting practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jake:
https://www.linkedin.com/in/jake-demi-6b7a8547/
https://www.youtube.com/@wenonahbookkeeping

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Jasmine Richards 27 27 Tax Firm Owners Share Their Story: Jasmine Richards full 62a64d17-f36b-4926-b8fb-e69a48fbc74c https://share.transistor.fm/s/b5d3b2e3 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jasmine:
https://www.linkedin.com/in/jasminerichards4/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jasmine:
https://www.linkedin.com/in/jasminerichards4/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 13 Apr 2026 07:00:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 2798 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jasmine:
https://www.linkedin.com/in/jasminerichards4/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Sam Nguyen 26 26 Tax Firm Owners Share Their Story: Sam Nguyen full e8d03051-26a0-4ee2-9991-518e153ee9e0 https://share.transistor.fm/s/9590abdf In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Sam:
https://www.linkedin.com/in/nguyenfinancial/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Sam:
https://www.linkedin.com/in/nguyenfinancial/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 06 Apr 2026 07:00:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 3177 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Sam:
https://www.linkedin.com/in/nguyenfinancial/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Natalie Kutat 25 25 Tax Firm Owners Share Their Story: Natalie Kutat full b5e12b0b-d84f-48ea-a21f-a152c2f2f75e https://share.transistor.fm/s/ad546fec In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Natalie:
https://www.linkedin.com/in/nataliekutat/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Natalie:
https://www.linkedin.com/in/nataliekutat/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 30 Mar 2026 07:00:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 3369 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Natalie:
https://www.linkedin.com/in/nataliekutat/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Daniel Cleaveland 24 24 Tax Firm Owners Share Their Story: Daniel Cleaveland full d3aeedf1-f48c-4d4c-9fa0-f66040b9e6fd https://share.transistor.fm/s/d923bed1 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Daniel:
https://www.linkedin.com/in/daniel-cleaveland-a3401947/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Daniel:
https://www.linkedin.com/in/daniel-cleaveland-a3401947/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 23 Mar 2026 07:00:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 3161 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Daniel:
https://www.linkedin.com/in/daniel-cleaveland-a3401947/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Vanette Cotto 23 23 Tax Firm Owners Share Their Story: Vanette Cotto full 6cb63d03-9143-4e1b-bb7f-ac241ceb6d70 https://share.transistor.fm/s/1247ff10 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Vanette:
https://www.linkedin.com/in/vanettecotto/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Vanette:
https://www.linkedin.com/in/vanettecotto/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 16 Mar 2026 07:00:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 2893 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Vanette:
https://www.linkedin.com/in/vanettecotto/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Zan Rizvi 22 22 Tax Firm Owners Share Their Story: Zan Rizvi full b802c7c8-d6fe-4572-9114-a8bd745352e9 https://share.transistor.fm/s/392edaad In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zan:
https://www.linkedin.com/in/zanrizvi/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zan:
https://www.linkedin.com/in/zanrizvi/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 09 Mar 2026 07:00:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 2814 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zan:
https://www.linkedin.com/in/zanrizvi/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Andrew Hales 21 21 Tax Firm Owners Share Their Story: Andrew Hales full 0bbb1242-3b32-4520-96bd-3f200fa68434 https://share.transistor.fm/s/d32b71c6 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Andrew:
https://www.linkedin.com/in/abhales/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Andrew:
https://www.linkedin.com/in/abhales/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 02 Mar 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2693 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Andrew:
https://www.linkedin.com/in/abhales/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Katie Helle 20 20 Tax Firm Owners Share Their Story: Katie Helle full b60d76d4-f5d5-4d69-acf6-529b985422b0 https://share.transistor.fm/s/a61bbfb1 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Katie:
https://www.linkedin.com/in/mkatiehelle/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Katie:
https://www.linkedin.com/in/mkatiehelle/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 23 Feb 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2665 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Katie:
https://www.linkedin.com/in/mkatiehelle/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Jonathan Sussman 19 19 Tax Firm Owners Share Their Story: Jonathan Sussman full 8e78522f-6063-49a9-bd43-304a6d49874a https://share.transistor.fm/s/979a3d7e In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jonathan:
https://www.linkedin.com/in/jsussmancpa/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jonathan:
https://www.linkedin.com/in/jsussmancpa/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 16 Feb 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2822 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jonathan:
https://www.linkedin.com/in/jsussmancpa/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Chad Huebsch 18 18 Tax Firm Owners Share Their Story: Chad Huebsch full 345c35dc-d7a1-4292-bef4-080be812bf5f https://share.transistor.fm/s/03d0270d In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Chad:
https://www.linkedin.com/in/chad-huebsch/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Chad:
https://www.linkedin.com/in/chad-huebsch/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 09 Feb 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2985 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Chad:
https://www.linkedin.com/in/chad-huebsch/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Brenda Cannon 17 17 Tax Firm Owners Share Their Story: Brenda Cannon full 1984094c-e4a8-4241-863c-d1647f5907a8 https://share.transistor.fm/s/a3186d43 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Brenda:
https://www.linkedin.com/in/brenda-cannon-cpa-223a10273/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Brenda:
https://www.linkedin.com/in/brenda-cannon-cpa-223a10273/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 02 Feb 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 3521 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Brenda:
https://www.linkedin.com/in/brenda-cannon-cpa-223a10273/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Zee Barfoot 16 16 Tax Firm Owners Share Their Story: Zee Barfoot full f8a83942-1470-40c6-80cc-8db7df66f443 https://share.transistor.fm/s/4053e3ea In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zee:
https://www.linkedin.com/in/zee-barfoot-cpa/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zee:
https://www.linkedin.com/in/zee-barfoot-cpa/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 26 Jan 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 3109 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zee:
https://www.linkedin.com/in/zee-barfoot-cpa/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Austin Rice 15 15 Tax Firm Owners Share Their Story: Austin Rice full 99ce6bb9-f2dc-466c-9a9d-4b1d55358fe9 https://share.transistor.fm/s/1a25ee31 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Austin:
https://www.linkedin.com/in/austinrice/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Austin:
https://www.linkedin.com/in/austinrice/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 19 Jan 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 3426 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Austin:
https://www.linkedin.com/in/austinrice/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Zeah DeBolt 14 14 Tax Firm Owners Share Their Story: Zeah DeBolt full 77f3956b-b35d-4fe0-92aa-d5578405be4b https://share.transistor.fm/s/0bb5c5d2 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zeah:
https://www.linkedin.com/in/zeah-debolt-cpa-a275604b/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zeah:
https://www.linkedin.com/in/zeah-debolt-cpa-a275604b/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 12 Jan 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2869 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zeah:
https://www.linkedin.com/in/zeah-debolt-cpa-a275604b/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Niko McElroy 13 13 Tax Firm Owners Share Their Story: Niko McElroy full 98688d8a-95dc-4f4d-bbdd-b889b93b8965 https://share.transistor.fm/s/dd88e1db In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Niko:
https://www.linkedin.com/in/nikomcelroy/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Niko:
https://www.linkedin.com/in/nikomcelroy/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 05 Jan 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 3457 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Niko:
https://www.linkedin.com/in/nikomcelroy/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Kathy Hayden 12 12 Tax Firm Owners Share Their Story: Kathy Hayden full 8f59bd90-0431-4e01-94d9-dd820a0bd405 https://share.transistor.fm/s/93bfaf1e In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Kathy:
https://www.linkedin.com/in/kathyhayden/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Kathy:
https://www.linkedin.com/in/kathyhayden/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 29 Dec 2025 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2630 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Kathy:
https://www.linkedin.com/in/kathyhayden/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Rob Premselaar 11 11 Tax Firm Owners Share Their Story: Rob Premselaar full bed76872-1d20-40ba-bdd8-edf1ca498ec2 https://share.transistor.fm/s/69f0cfe6 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Rob:
https://www.linkedin.com/in/rob-premselaar-42701458/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Rob:
https://www.linkedin.com/in/rob-premselaar-42701458/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 22 Dec 2025 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2727 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Rob:
https://www.linkedin.com/in/rob-premselaar-42701458/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Yehuda Tenenbaum 10 10 Tax Firm Owners Share Their Story: Yehuda Tenenbaum full 9a0dfcc3-8b86-4c72-ac95-1ffb6ee383c7 https://share.transistor.fm/s/c979fd21 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Yehuda:
https://www.linkedin.com/in/yehuda-tenenbaum/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedInSignup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Yehuda:
https://www.linkedin.com/in/yehuda-tenenbaum/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedInSignup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 16 Dec 2025 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2939 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Yehuda:
https://www.linkedin.com/in/yehuda-tenenbaum/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedInSignup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Professionals Are Making a Huge Mistake With AI 9 9 Tax Professionals Are Making a Huge Mistake With AI full 58190d2f-714a-453e-934a-8847e342cc70 https://share.transistor.fm/s/73a2c921 You've reached a point where you need some help preparing returns. Hopefully we all get there at some point. Your options are to hire a tax preparer / data entry person, utilize the OCR options that have been around for over a decade (Gruntworx, etc), or try out the new ai options (Filed, Sweet, Juno). What do you?

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> You've reached a point where you need some help preparing returns. Hopefully we all get there at some point. Your options are to hire a tax preparer / data entry person, utilize the OCR options that have been around for over a decade (Gruntworx, etc), or try out the new ai options (Filed, Sweet, Juno). What do you?

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Fri, 12 Dec 2025 07:58:31 -0500 Brad Wooten, CPA Brad Wooten, CPA 1298 You've reached a point where you need some help preparing returns. Hopefully we all get there at some point. Your options are to hire a tax preparer / data entry person, utilize the OCR options that have been around for over a decade (Gruntworx, etc), or try out the new ai options (Filed, Sweet, Juno). What do you?

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Margie Grife 8 8 Tax Firm Owners Share Their Story: Margie Grife full b1028ce3-f83c-48d1-a5d8-50885354a86a https://share.transistor.fm/s/73af8a3f In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Margie:
https://www.linkedin.com/in/margie-grife/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Margie:
https://www.linkedin.com/in/margie-grife/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 09 Dec 2025 15:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2541 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Margie:
https://www.linkedin.com/in/margie-grife/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Jack Heil 7 7 Tax Firm Owners Share Their Story: Jack Heil full d24d469b-ae95-47b2-ad7d-b717dece43a1 https://share.transistor.fm/s/2170adc1 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jack:
https://www.linkedin.com/in/jackaheilcpa/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jack:
https://www.linkedin.com/in/jackaheilcpa/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 02 Dec 2025 15:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 3160 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jack:
https://www.linkedin.com/in/jackaheilcpa/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Wendy Tibbetts 6 6 Tax Firm Owners Share Their Story: Wendy Tibbetts full de5f5cec-fed0-48a1-8042-c807f1f03c60 https://share.transistor.fm/s/3b386ef3 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Wendy:
https://www.linkedin.com/in/wendyjtibbetts/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Wendy:
https://www.linkedin.com/in/wendyjtibbetts/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 25 Nov 2025 15:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 3070 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Wendy:
https://www.linkedin.com/in/wendyjtibbetts/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Colton Heiniger 5 5 Tax Firm Owners Share Their Story: Colton Heiniger full 84d869fe-990d-4da4-a3e5-75ac869c4880 https://share.transistor.fm/s/051a6a2d In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Colton:
https://www.linkedin.com/in/coltonheiniger/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Colton:
https://www.linkedin.com/in/coltonheiniger/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 18 Nov 2025 15:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2791 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Colton:
https://www.linkedin.com/in/coltonheiniger/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Carmen Mejia 4 4 Tax Firm Owners Share Their Story: Carmen Mejia full fc417921-c68a-4f0e-8756-7f3511acfe3c https://share.transistor.fm/s/2838f23f In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Carmen:
https://www.linkedin.com/in/carmen-mejia-cpa-mba-753b4773/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Carmen:
https://www.linkedin.com/in/carmen-mejia-cpa-mba-753b4773/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 11 Nov 2025 15:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2425 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Carmen:
https://www.linkedin.com/in/carmen-mejia-cpa-mba-753b4773/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Todd Crabtree 3 3 Tax Firm Owners Share Their Story: Todd Crabtree full 41fdf2d5-6c2b-4e8b-9725-37949e796900 https://share.transistor.fm/s/12772399 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Todd:
https://www.linkedin.com/in/ktcrabtreecpa/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Todd:
https://www.linkedin.com/in/ktcrabtreecpa/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 04 Nov 2025 15:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2252 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Todd:
https://www.linkedin.com/in/ktcrabtreecpa/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Erica Goode 2 2 Tax Firm Owners Share Their Story: Erica Goode full 2954d9e0-297e-455e-85af-b900eedf7aa7 https://share.transistor.fm/s/21455e36 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Erica:
https://www.linkedin.com/in/erica-goode-cpa-00205616/
https://www.alignedaccountants.com/
Erica's e-book: https://mailchi.mp/ericagoode/15-hr-accountant-ebook
Erica's newsletter: https://mailchi.mp/ericagoode/15hr-email-referral

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Erica:
https://www.linkedin.com/in/erica-goode-cpa-00205616/
https://www.alignedaccountants.com/
Erica's e-book: https://mailchi.mp/ericagoode/15-hr-accountant-ebook
Erica's newsletter: https://mailchi.mp/ericagoode/15hr-email-referral

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 28 Oct 2025 15:00:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 2632 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Erica:
https://www.linkedin.com/in/erica-goode-cpa-00205616/
https://www.alignedaccountants.com/
Erica's e-book: https://mailchi.mp/ericagoode/15-hr-accountant-ebook
Erica's newsletter: https://mailchi.mp/ericagoode/15hr-email-referral

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Logan Holman & Claire Gallant 1 1 Tax Firm Owners Share Their Story: Logan Holman & Claire Gallant full 5f499088-520e-4673-8079-6fc55ced182b https://share.transistor.fm/s/afe32eb4 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Logan & Claire:
https://www.usevivify.com/who-we-are
https://www.linkedin.com/in/loganholman/
https://www.linkedin.com/in/clairegallant/
Find the Right Accountant: https://findtherightaccountant.com/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Logan & Claire:
https://www.usevivify.com/who-we-are
https://www.linkedin.com/in/loganholman/
https://www.linkedin.com/in/clairegallant/
Find the Right Accountant: https://findtherightaccountant.com/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 21 Oct 2025 14:38:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 2659 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Logan & Claire:
https://www.usevivify.com/who-we-are
https://www.linkedin.com/in/loganholman/
https://www.linkedin.com/in/clairegallant/
Find the Right Accountant: https://findtherightaccountant.com/

Signup for my newsletter:
https://www.wootencpa.com/newsletters

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources:
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

Other Resources:
https://www.wootencpacoaching.com/store

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa/

******************************

*Disclaimer: 
This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No