Accounting Influencers Podcast | Best Client Service in Accounting: Tom Wheelwright - Accounting Influencers

Episode 7

Published on:

20th Mar 2023

Best Client Service in Accounting: Tom Wheelwright

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 7, "Best Client Service in Accounting", Tom Wheelwright, a tax expert, joins Rob, the author of the best-selling book, "Tax-Free Wealth". Tom is the founder and CEO of WealthAbility, a global tax and accounting firm dedicated to helping entrepreneurs and investors reduce their tax burden and build wealth.

Tom shares his insights and expertise on tax planning and wealth creation topics. He explains how taxes work, why it's essential to have a tax strategy, and what steps individuals and business owners can take to minimise their tax liability.

He discusses the importance of financial education and how it can help individuals make informed financial decisions and achieve their financial goals. He shares his perspective on the current state of the economy and offers his advice on how individuals can prepare themselves for potential economic changes.

In addition, Tom emphasises the importance of having a team of advisors, including a tax advisor, financial planner, and legal expert, to help individuals make the best financial decisions for their unique situations.

This episode offers valuable insights and practical advice for individuals and business owners looking to reduce their tax liability and build wealth. So be sure to tune in and gain some valuable insights from one of the leading tax planning and wealth creation experts.

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Key Takeaways

Focus on tax planning, not just tax compliance. Of course, compliance is essential, but planning can help clients reduce their tax liability and save money.

▶ Develop a niche. Specialising in a particular industry or type of client can help differentiate your firm from competitors and attract more clients.

▶ Offer value-added services. Consider offering services such as financial planning or business consulting to provide additional value to clients and increase revenue for your firm.

▶ Build a strong team. Hire and train top talent, including tax professionals, financial planners, and legal experts, to provide comprehensive services and ensure client satisfaction.

▶ Leverage technology. Use technology such as automation and cloud-based software to streamline processes and improve efficiency, ultimately reducing costs and improving profitability.

▶ Invest in marketing. Develop a strong brand and marketing strategy to increase visibility and attract more clients to your firm.

▶ Continuously educate yourself and your team. Stay current on changes in tax laws and regulations and industry trends to provide the best possible service to clients and stay ahead of competitors.

Guest Bio

Tom Wheelwright is an accomplished CPA, entrepreneur, and internationally recognized speaker with tax and wealth management expertise. As the CEO of WealthAbility® and a Rich Dad Advisor, he has helped thousands of entrepreneurs, small business owners, and investors achieve their financial goals.

In addition to being a bestselling author of Tax-Free Wealth, he is releasing his upcoming book, The Win-Win Wealth Strategy, which outlines seven government investments to help individuals build wealth while reducing taxes.

Tom is a trusted CPA for Robert Kiyosaki, author of Rich Dad Poor Dad, and has spoken on stages across the globe to over 100,000 individuals. He also hosts two successful podcasts, The WealthAbility® Show with Tom Wheelwright, CPA and The WealthAbility® for CPAs Show.

Tom's mission is to help people achieve their financial dreams by legally and permanently reducing their taxes. He is a regular contributor to Entrepreneur magazine. His work has been featured in prominent media outlets such as Forbes, The Wall Street Journal, The Washington Post, FOX and Friends, Marketplace / NPR, and ABC News Radio.


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Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.

Accountex is Europe’s largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.

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About the Podcast

Accounting Influencers
Insights, interviews and commentary for accounting, CPA, bookkeeping and finance professionals
ACCOUNTING INFLUENCERS is a weekly podcast for accountants, CPAs, bookkeeping and finance professionals, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them.

The show is hosted by Rob Brown. co-founder of the Accounting Influencers Roundtable (AIR). The style of the show is not overly technical/technological/tax in nature but more on people, performance and success in the accounting world. Popular topics and themes covered include:

☑ leadership, executive presence, trust, integrity & reputation
☑ M&A, business models, future proofing, drivers of change & disruption
☑ performance, values, culture, vision & strategy
☑ employer brand, gen z/millennials & talent - succession, recruitment and retention
☑ industry trends, statistics and patterns
☑ growth, marketing, differentiation & positioning
☑ pricing & profitability
☑ digitisation, cloud, technology & automation
☑ advisory services, niches & emerging markets
☑ environmental & social governance ESG
☑ diversity, equity & inclusion DEI
☑ professionalism, career development & CPE/CPD
☑ business acumen & commercial awareness

Sources and guests come from:
★ EXPERTS - influencers, disrupters, consultants, gurus, podcasters and broadcasters in accounting and fintech
★ EVENTS - live coverage and interviews from exhibitions, conferences and a range of industry events
★ MEDIA - newspapers, online outlets, commentators, writers, bloggers and authors
★ VENDORS - suppliers and providers of accounting apps, platforms, fintech and software
★ REGULATORS - professional accounting bodies, institutes and associations
★ NETWORKS - alliances, associations, networks and communities of professional firms and accounting practices
★ SOCIAL MEDIA - opinion pieces, high engagement posts and controversial conversations

Rob Brown is a renowned presenter, facilitator and chair of high level conferences, panels and events globally for the accounting and fintech profession. He is retained by many professional networks, alliances, associations, practices and vendors to chair their events and provide high-level interview content for their communities.

He is a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, executive presence, referrals, networking and winning new business. He is also the bestselling author of Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed 320K times on YouTube.
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About your hosts

Martin Bissett

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Martin Bissett is the founder of the Bissett Group of companies that provide practice and personal growth communities, content, and continuing education exclusively to the accounting and bookkeeping professions worldwide.

Previously he established a high six-figure consulting firm while serving as a keynote speaker with over 100 one-off and repeat engagements to his name, as well as becoming the most published author on his topics of specialism with 11 books including 1 bestseller.

Since 1998, he has played a major part in working with over 1800 accounting firms in over 40 countries. These projects have led to those firms acquiring over £500m of recurring fees before inflationary increases, referrals and upselling are factored in. He stopped keeping track of this number over 5 years ago. Martin now advises both accounting practitioners and FinTech companies alike, at board level.

Rob Brown

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Rob Brown is a renowned MC, facilitator and chair of virtual and in-person panels, conferences and events globally for the accounting and fintech profession.

Rob is co-founder of the Accounting Influencers Roundtable (AIR) mastermind group and co-hosts the world’s most popular accounting and fintech podcast: Accounting Influencers.

Throughout the pandemic, he chaired 24 virtual panels with leaders of global accounting networks and alliances to discuss the key issues and challenges. Rob is retained by several associations and vendors to chair their events and provide high-level interview content for their communities.

He is the bestselling author of Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed 300K times on YouTube.