Podcast Episodes

Follow Up Friday - How Do I Actually Get Tax Returns From Clients?

Season 2

How delivering massive value relates to tax returns.

https://bit.ly/3L8dntf 

Published on 3 years, 8 months ago

Reading Time with Jarvis - Delivering Massive Value - Your Post-it Note Business Plan Part Two: Key Performance Indicators

Season 2

The importance of key performance indicators.

https://bit.ly/3uYEKR3 

Published on 3 years, 8 months ago

How Do I Actually Get Tax Returns From Clients? [Ep 149]

Season 2 Episode 149

As surge and tax season wrap up, Matthew and Micah share insight on why they time surge the way they do and the importance of tax season for providing massive value to clients. Tax documents provide …

Published on 3 years, 8 months ago

Follow Up Friday - Do You Even Need To Be In Your Prospect Meetings? "Ignore The Man Behind The Curtain"

Season 2

Action items for dramatically improving your prospect process.

https://bit.ly/3xvStjP 

Published on 3 years, 8 months ago

Tips from the Trenches - Tales From Tax Season

Season 2

Steven Jarvis joins this episode to share a real-life experience with tax planning.

https://bit.ly/37OwgTu 

Published on 3 years, 8 months ago

Do You Even Need To Be In Your Prospect Meetings? "Ignore The Man Behind The Curtain" [Episode 148]

Season 2 Episode 148

Having issues in prospect meetings? It's incredibly avoidable. In this episode, Matthew and Micah discuss the prospecting process and how to help it go more smoothly for your prospects and for your t…

Published on 3 years, 8 months ago

Follow Up Friday - Prospect Process - Must Schedule Right Now: Available or Desperate?

Season 2

Why you don't need to get a prospect scheduled right away.

https://bit.ly/3rdhEDM 

Published on 3 years, 8 months ago

Reading Time with Jarvis - Delivering Massive Value - Post-it Note Your Business Plan - Establish Milestones

Season 2

The fatal flaw in most advice for creating a business plan.

https://bit.ly/3KjejdU 

Published on 3 years, 8 months ago

Prospect Process - Must Schedule Right Now: Available or Desperate? [Ep 147]

Season 2 Episode 147

What happens when a prospect says, "I have time tomorrow at 2 pm"? In today's episode, Matthew and Micah compare this situation to being put into a jiu-jitsu chokehold and discuss how to navigate thi…

Published on 3 years, 8 months ago

Follow Up Friday - Tax Planning Mistake #5 - You're Making The CPA's Life Hell With Guest Steven Jarvis, CPA

Season 2

The most important action items from this week's episode.

https://bit.ly/3uFHjpS 

Published on 3 years, 8 months ago