fortwaynecpa.bsky.social
I am The Managing Partner at SBS CPA Group, in Fort Wayne, Indiana. I run The Collaboration Room with Rebecca Driscoll. I love helping firm owners! I love to travel and have been to 37 countries, all continents, and all of the oceans but one. I cook!
👤 Joined on 15 November 2024
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@fortwaynecpa.bsky.social🗓️ This week in TCR: Wed, Jun 18: Katy Ayer’s showing how she makes fast, client-friendly 1040 videos that don’t take hours. (Spoiler: It’s way more doable than you think.) Thurs, Jun 19: @fortwaynecpa.bsky.social's breaking down firm sales. What to know. What to avoid. What makes it worth it.
Show PostTurns out, one of the best referral pipelines for tax clients? Financial planners. @fortwaynecpa.bsky.social shared in New Firm Group that planners are desperate for solid pros to send clients to, especially after they’ve ditched in-house tax prep. Relationships > billboards. #TaxSky #TaxBS
Show PostSocial Security isn’t the most thrilling topic, but clients are making real retirement decisions based on what they think they know. In his new Forbes piece, @fortwaynecpa.bsky.social talks: ➡️ What’s changed ➡️ What hasn’t ➡️ What tax pros should actually care about Read it in the link below!
Show PostAll those empty bookshelves makes my eyes ache. Think how many bobbleheads he could have! @fortwaynecpa.bsky.social do you want me to send you a few?
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