Épisodes

  • Tax Firm Owners Share Their Story: Margie Grife
    Dec 9 2025

    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://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 LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

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

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

    All content on this channel 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 channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    Voir plus Voir moins
    42 min
  • Tax Firm Owners Share Their Story: Jack Heil
    Dec 2 2025

    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://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 LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

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

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

    All content on this channel 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 channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    Voir plus Voir moins
    53 min
  • Tax Firm Owners Share Their Story: Wendy Tibbetts
    Nov 25 2025

    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://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 LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

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

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

    All content on this channel 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 channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    Voir plus Voir moins
    51 min
  • Tax Firm Owners Share Their Story: Colton Heiniger
    Nov 18 2025

    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://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 LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

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

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

    All content on this channel 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 channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    Voir plus Voir moins
    47 min
  • Tax Firm Owners Share Their Story: Carmen Mejia
    Nov 11 2025

    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://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 LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

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

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

    All content on this channel 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 channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    Voir plus Voir moins
    40 min
  • Tax Firm Owners Share Their Story: Todd Crabtree
    Nov 4 2025

    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://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 LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

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

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

    All content on this channel 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 channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    Voir plus Voir moins
    38 min
  • Tax Firm Owners Share Their Story: Erica Goode
    Oct 28 2025

    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://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 LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

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

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

    All content on this channel 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 channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    Voir plus Voir moins
    44 min