In this episode we sit down with the remarkable Chase Birky to dive into his inspiring career journey. Chase shares his story from the early days of his career to the pivotal moment when he decided to establish Dark Horse CPAs, a firm that stands out with its unique and innovative business model. We explore how Dark Horse CPAs differentiates itself in the crowded accounting landscape, offering insights into its distinctive approach to client service and firm management. Chase also discusses the impressive growth of Dark Horse and shares exciting future plans for the firm, giving us a glimpse into what's next for this trailblazing company.

This episode is a must-listen for anyone interested in the intersection of accounting and entrepreneurship. Join us for an engaging and informative discussion that not only highlights Chase's entrepreneurial spirit but also provides valuable lessons and actionable insights for aspiring accountants and business owners!

What you'll hear in this episode:

[0:30] Meet Chase Birky, the CEO of Dark Horse CPAs

[1:40] Chase's career journey

[3:45] Founding of Dark Horse CPAs

[6:50] Dark Horse's unique business model

[14:30] Growth and future plans for Dark Horse

Learn more about Dark Horse CPAs https://abetterway.cpa

Connect with Chase https://www.linkedin.com/in/chasebirky/

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

In this exciting episode, we dive deep into the world of international tax with our distinguished guest, Mariya Luqmani. She is an international tax expert whose incredible journey from India to the US has equipped her with unique insights and expertise.

Mariya provides invaluable advice on staying compliant with international tax regulations, which is crucial for any business operating on a global scale. Furthermore, we discuss the benefits of outsourcing and the power of collaboration in the accounting field. We emphasize how these strategies can lead to substantial growth and success.

Tune in to gain a wealth of knowledge and practical tips from Mariya and learn how to navigate the complex landscape of international tax with confidence!

What you'll hear in this episode:

[1:00] Introduction to Mariya Luqmani, international tax expert

[2:55] Mariya's journey from India to the US

[6:10] Leveraging technology in accounting

[13:05] International tax compliance

[20:55] Outsourcing and collaboration

Connect with Mariya https://linkedin.com/in/mariyaluqmani/

Email your questions regarding international tax mariya@mlcpas.net

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

In this episode we dive deep into our experiences at the AICPA and Tax & Legal conferences. These events are the gold standard for professionals in our field, and we can't wait to share the invaluable insights and networking opportunities we discovered. From the high-caliber sessions to the impressive lineup of industry experts, these conferences offered a wealth of knowledge that has significantly impacted our professional journeys. We'll take you through the highlights, discussing key takeaways and the moments that stood out to us, ensuring you get a comprehensive overview of what these conferences have to offer.

We also compare and contrast the different conferences, shedding light on their unique aspects and what sets them apart. Plus, we're looking ahead to future conferences, sharing our plans and recommendations to help you make the most of your own conference experiences. Whether you're a seasoned conference-goer or considering your first event, this episode is packed with tips and insights to elevate your professional journey. Tune in and get ready to enhance your career with the knowledge and connections we’ve gained along the way.

What you'll hear in this episode:

[0:30] Engage AICPA and Tax & Legal conference experiences

[2:55] Networking and insights from conferences

[6:45] Comparing different conferences

[12:20] Future conference plans and recommendations

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

Today we're joined by Marcus Dillon, a pioneering figure whose journey from modest beginnings to industry leader is both remarkable and instructive. Marcus shares his early steps in the accounting world and reflects on key milestones that shaped his career, including major acquisitions and strategic pivots that propelled his firm forward.

Marcus provides actionable insights into adapting to digital transformation within professional services. We delve into Marcus's effective approach to client acquisition, and his perspectives on team structure and capacity planning. Tune in to learn how he overcame challenges, capitalized on opportunities, and built a thriving multi-million dollar firm from the ground up!

What you'll hear in this episode:

[01:00] Introduction of Marcus Dillon

[01:55] First steps and early acquisitions

[03:45] Growth and challenges Marcus faced in his journey

[04:35] Major acquisitions and shifts

[07:20] The transition to a virtual firm

[16:10] Marketing and client acquisition

[21:35] Team structure and capacity planning

[27:00] Advice for Legacy Practices

Connect with Marcus https://www.linkedin.com/in/marcusdillon/

Check out his website https://www.dillonadvisors.com/

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

In this episode, we're thrilled to introduce Alan Blakeborough, the innovative mind behind Tax Titans. Alan takes us through his fascinating journey before founding Tax Titans. He shares the pivotal moments and experiences that led him to revolutionize the tax industry. Learn about the birth of Tax Titans and how this groundbreaking company came to life, offering unique solutions to complex tax problems.

Alan delves into how Tax Titans operates, explaining the seamless integration of technology and expert tax advice that sets them apart. He also shares the challenges they faced along the way and how overcoming these obstacles fueled their growth. Looking ahead, Alan reveals exciting future plans and innovations that promise to keep Tax Titans at the forefront of the industry.

This episode is packed with insights and inspiration, showcasing how determination and innovation can lead to tremendous success. Join us as we explore the incredible journey of Alan Blakeborough and the impactful work of Tax Titans!

What you'll hear in this episode:

[0:30] Introduction of Alan Blakeborough, founder of Tax Titans

[1:25] Before Tax Titans

[4:15] How Tax Titans works

[5:45] Challenges and the growth of Tax Titans

[15:55] Future plans and innovations

[18:55] Tax Titans' contribution to the empowerment of military spouses

Connect with Alan https://www.linkedin.com/in/alanblakeborough/

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

Join us on this episode as we sit down with Farah Saleh, a leading expert in tax resolution. She offers her insights into the emotional impact of tax resolution, the hurdles clients face with IRS enforcement, and the challenges of middle-class audits. She reveals invaluable strategies for navigating these barriers and emphasizes the importance of documenting and protecting your practice to ensure long-term success.

Looking ahead, Farah provides a glimpse into the future of tax resolution, discussing emerging trends and developments that you need to be aware of. From technological advancements to regulatory changes, Farah offers a comprehensive perspective on what lies ahead in the industry. Finally, we delve into the practical aspects of pricing and managing tax resolution cases. Farah shares her expertise in setting fair pricing structures and delivering exceptional service while managing client expectations effectively!

What you'll hear in this episode:

[00:55] Introduction of Farah Saleh

[01:35] Farah's journey into tax resolution

[02:25] The emotional impact of tax resolution

[03:25] IRS enforcement and tax audits

[06:05] Challenges and strategies in tax resolution

[09:35] The importance of documentation

[15:45] The future of tax resolution

[18:40] Pricing and managing tax resolution cases

Connect with Farah https: https://www.linkedin.com/in/farah-saleh/

Learn more about Farah's services: https://lumentaxresolution.com

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

The expiration of the Tax Cuts and Jobs Act has far-reaching implications. As we explore estate planning, we discuss how the expiration impacts tax liabilities. It's crucial to communicate these changes with your clients to ensure they're prepared and informed!

We also cover the significant shifts in the business landscape, particularly the possible changes to the QBI deduction, and how these adjustments could affect your bottom line. On the individual tax front, planning is more important than ever as we navigate these upcoming changes.

As the accounting industry braces for these legislative shifts, we emphasize the need to adapt and rethink pricing strategies to stay competitive and efficient. Join us as we break down these critical topics and provide insights on how to stay ahead in an evolving financial environment!

What you'll hear in this episode:

[00:25] Discussing the expiration of the Tax Cuts and Jobs Act

[01:20] Estate planning and tax implications due to the expiration of the Tax Cuts and Jobs act

[02:45] The importance of communicating with clients about potential changes

[06:50] Business changes and possible changes to the QBI deduction

[09:55] Individual tax changes and the importance of planning for the changes

[13:15]The need for the accounting industry to adapt to legislative changes and the impact on pricing strategies

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

Today we have Alex Little, the founder of Little CFO Services, joining us. Alex takes us through his fascinating journey into the world of accounting, sharing how his passion and dedication led him to start his own firm. He opens up about the various challenges he faced along the way and how he overcame them to build a successful business.

Alex specializes in the construction and home services sectors and he dives deep into the unique aspects and demands of these industries. We explore how he leverages technology to enhance his accounting services, making processes more efficient and accurate. The tools he shares have been game-changers for his firm and any accounting professional can benefit from his insights and tips.

What you'll hear in this episode:

[1:05] Introduction of Alex Little, founder of Little CFO Services

[1:55] Alex's journey into accounting

[3:20] How Alex started a firm an the challenges he had to overcome

[8:25] Alex discusses the construction an home services area of specialty

[18:30] Leveraging technology in accounting

[19:05] Alex's tech stack and tools

Connect with Alex https://www.linkedin.com/in/alexlittle/

Learn more about the services Alex offers https://www.littlecfoservices.com

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/