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Unlock the secrets to substantial tax savings and financial growth with insights from Sally Gimon, a seasoned real estate investor and tax strategist. Sally's journey from a Medicare broker burdened by debt to mastering tax-saving strategies offers invaluable lessons for business owners and investors. Discover how tools like the Rockefeller Spendthrift Trust can transform financial challenges into opportunities for growth, illustrated by the story of a New Jersey mechanic who significantly benefited from these strategies. Sally's expertise promises to enlighten listeners on innovative ways to manage taxes and protect assets.

We also delve into the world of wealth preservation, particularly through trust-based strategies in multifamily apartment investments. Skepticism from financial professionals, reminiscent of past doubts about tax credits, highlights the need for understanding these legal tools, especially with the upcoming Corporate Transparency Act. Explore why traditional setups like LLCs might not be as advantageous as once thought, and learn how real estate and crypto investments can fit into a strategic portfolio. With the potential for expanding educational content, this episode is packed with compelling discussions aimed at guiding listeners towards smarter financial decisions.

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Ever wondered how technology can revolutionize financial advisory services? Join us as we sit down with David, the visionary founder of Harness Wealth, who shares his mission to simplify financial management for next-generation equity holders and business owners. Inspired by his tenure at Compass, David reveals how digital tools can transform CPAs and advisors' service delivery, making financial advisory more seamless and impactful. From the dual market approach targeting both consumers and CPA firms to the innovative ways Harness is shaking up the industry, this episode is packed with insights on creating a tech-powered financial experience.

In this compelling conversation, we dig deeper into the true value of financial advisors, beyond just market performance, and their critical role in providing stability and confidence to clients. David opens up about the unique challenges and thrills of running a small business in high-stakes sectors like real estate and tax. Discover how leveraging tax data can enhance decision-making and the intricacies of scaling a business with external capital. David also shares his mindset on viewing pressure as a privilege, showcasing how this perspective drives success and excellence. Don't miss this episode filled with inspiring stories, testimonials, and practical advice for both advisors and entrepreneurs.

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Have you ever wondered if you could thrive after leaving a secure corporate job to start your own business? Meet Kate McKeever, the inspiring owner of Lilac Accounting, who made a courageous leap from a stable wedding industry job to successfully launching her own accounting firm. In this episode, Kate shares her journey, from the initial motivations and challenges to the effective strategies she used to attract clients. Discover how in-person networking and a consistent social media presence helped her build lasting relationships and gain traction with her target clientele.

Kate also opens up about the invaluable lessons she learned along the way, emphasizing the significance of automating and delegating tasks to escape the grind of daily operations. She candidly discusses overcoming imposter syndrome with the help of mentors and mastermind groups, leading to increased confidence and refined service offerings. Additionally, Kate proudly speaks about achieving financial independence and evolving her soft skills. For those looking to expand their services, Kate offers actionable advice on transitioning from bookkeeping and tax work to offering fractional CFO services, including insights from her first 10 months in this new role. Tune in for a wealth of knowledge and motivation to take your own leap towards entrepreneurial success.

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Unlock the secrets to transforming your business with Stewart Ervin, the mastermind behind Bracket Management. From launching a fence company at just 16 to becoming a distinguished fractional CFO, Stewart shares his journey and pivotal moments that shaped his career. You'll learn how he rebranded his company in 2019 and leveraged hands-on experience in various roles to become a sought-after business turnaround expert, specifically for manufacturing firms with revenues between $9m to $15 million.

Ever wondered how to attract clients without relying on referrals? This episode is packed with practical strategies for firms with limited marketing budgets. We delve into the challenge of educating potential clients on the need for fractional CFO services, often before they realize it themselves. Stewart shares his experiences as an operational-leaning CFO, using LinkedIn cold outreach, offering free resources, and targeting the right demographic to gradually build a strong client base.

Stewart also discusses the power of LinkedIn for business growth and client acquisition. Learn about the importance of consistent posting and value-driven content, along with complementary methods like public speaking and local networking events. We wrap up with an insightful discussion on value-based pricing, where Stewart explains how to ensure clients receive a significant return on their investment. Discover the key to client retention through hands-on engagement and regular feedback, and understand why it’s crucial to differentiate yourself as a fractional CFO. Don't miss out on Stewart's invaluable advice for achieving long-term success.

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Unlock the secrets of unparalleled business growth and discover the principles that drive success with our special guest, John, a trailblazer in the tax and franchise industry. Prepare to be inspired as John reveals his incredible 55-year journey, from humble beginnings at H&R Block to the creation of billion-dollar giants like Jackson Hewitt and Liberty Tax. Learn about the challenges he overcame in computerizing taxes in the early '80s, his strategic expansion into Canada, and his newest venture with Loyalty Brands. This episode is a masterclass in business growth, integrity, and innovation.

Ever wondered how to set ambitious goals and achieve them? We break down the art of goal planning and lead generation, offering a blueprint for expanding a tax office network to 9,001 locations over 20 years. Discover the nuances of delegating tasks, ensuring each team member knows their role, and monitoring progress to turn visionary plans into actionable steps. Our discussion on hiring detail-oriented individuals for specific tasks while maintaining a big picture focus provides crucial insights for any aspiring entrepreneur aiming for long-term success.

Marketing impatience can either be a curse or a blessing. John shares his wisdom on balancing impatience with strategic marketing testing, recounting how he salvaged a marketing season through rigorous experimentation. Learn why continuously refining your strategies is key to success. Finally, we explore client attraction methods, offering practical tips for financial professionals seeking to draw high-paying clients. John's invaluable advice will help elevate your business to new heights.

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What if the key to your entrepreneurial success lies in the unexpected? Join us as we chat with Max, the visionary founder of BooXkeeping, who shares his incredible journey from a chance encounter to becoming the go-to bookkeeping service for 98 franchise brands, including big names like Sport Clips and Fast Signs. Max opens up about the serendipitous moment that shaped his business focus and the rollercoaster of launching a bookkeeping franchise at the onset of the COVID-19 pandemic. In a story marked by relentless networking and seizing opportunities, you'll hear how a local franchise show became the game-changer for his business. This episode is brimming with valuable lessons and real-world experiences for anyone looking to navigate the complexities of growing a business from the ground up.

In the latter part of our conversation, Max dives into the nuts and bolts of maintaining a strong organizational culture while expanding through franchising. Learn about the meticulous vetting process for potential franchisees and why aligning with company values is non-negotiable. Max also delves into the strategic shift in marketing post-COVID-19, underscoring the power of SEO and digital presence over traditional media. Hear firsthand the importance of patience in marketing and the trust required to let your strategies unfold. With practical advice and industry insights, this episode offers a masterclass in selective franchising and effective marketing from an industry leader who’s been there and thrived. For more details or to reach out, visit booxkeepingfranchise.com.

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Ready to take your marketing strategy to the next level?

Join us for an insightful conversation with my good friend, Justin Feldman, as we explore the benefits of Google Local Service Ads (LSA) and how to effectively use them to grow your CFO and accounting firm.

Justin and I have a shared history, from being part of the same masterminds to living abroad in Playa Del Carmen, Mexico.

Together, we break down simple yet powerful strategies to help you capitalize on LSA and drive your business forward. Don’t miss out on these valuable tips!

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In this episode of CFO Chronicles: The Secrets Behind Success, we're joined by a special guest, Ryan Shackelford from Shack Accounting. Together, we delve into the critical aspects of pricing strategies for financial professionals. Whether you're transitioning from hourly to monthly pricing models or wondering how to elevate rates for clients who've outgrown their current plans, we've got you covered.

Ryan shares his expertise on recognizing your market worth and mastering the art of communicating it effectively to clients. We also discuss how to craft personalized pricing strategies that align with the true value of your unique services. If you find yourself putting in immense effort for clients but aren't seeing the compensation you deserve, or if you're uncertain about setting prices that reflect your value and secure sales, this episode is a must-listen. Tune in for practical insights and actionable tips that will empower you to charge what you're truly worth and maximize your earnings.