Episodios

  • Tax Firm Owners Share Their Story: Natalie Kutat
    Mar 30 2026

    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 Natalie:
    https://www.linkedin.com/in/nataliekutat/

    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.

    Más Menos
    56 m
  • Tax Firm Owners Share Their Story: Daniel Cleaveland
    Mar 23 2026

    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 Daniel:
    https://www.linkedin.com/in/daniel-cleaveland-a3401947/

    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.

    Más Menos
    53 m
  • Tax Firm Owners Share Their Story: Vanette Cotto
    Mar 16 2026

    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 Vanette:
    https://www.linkedin.com/in/vanettecotto/

    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.

    Más Menos
    48 m
  • Tax Firm Owners Share Their Story: Zan Rizvi
    Mar 9 2026

    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 Zan:
    https://www.linkedin.com/in/zanrizvi/

    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.

    Más Menos
    47 m
  • Tax Firm Owners Share Their Story: Andrew Hales
    Mar 2 2026

    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 Andrew:
    https://www.linkedin.com/in/abhales/

    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.

    Más Menos
    45 m
  • Tax Firm Owners Share Their Story: Katie Helle
    Feb 23 2026

    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 Katie:
    https://www.linkedin.com/in/mkatiehelle/

    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.

    Más Menos
    44 m
  • Tax Firm Owners Share Their Story: Jonathan Sussman
    Feb 16 2026

    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 Jonathan:
    https://www.linkedin.com/in/jsussmancpa/

    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.

    Más Menos
    47 m
  • Tax Firm Owners Share Their Story: Chad Huebsch
    Feb 9 2026

    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 Chad:
    https://www.linkedin.com/in/chad-huebsch/

    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.

    Más Menos
    50 m