『The Mr. R Show』のカバーアート

The Mr. R Show

The Mr. R Show

著者： Chris Picciurro and John Tripolsky
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 The MRR Institute provides industry-leading training and coaching to accounting and tax professionals who are committed to a healthy, profitable, and balanced life. Our commitment and focus are centered around teaching business processes that allow members to implement and grow a membership-based subscription business model focused on value pricing.Monthly Recurring Revenue Institute LLC 経済学
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  • Ep. 23 | The Future of The CPA Profession

    Ep. 23 | The Future of The CPA Profession
    2025/06/15
    FREE CPE (1 credit) via EarMark:https://earmark.app/c/2552--- --- ---About the Guest: Bob Doyle Bob is the President and CEO of the Michigan Association of CPAs (MICPA). Before entering the accounting field, Bob worked in marketing, communications, and advocacy within the robotics and automation industry. With a bachelor's degree in environmental engineering, he possesses a rich background that spans engineering roles in the automotive industry to leadership positions in associations. Since joining MICPA five years ago, Bob has been a pivotal figure in advocating for CPAs across Michigan, emphasizing education, collaboration, and advocacy to advance the profession's future.Episode Summary:In this enlightening episode, John Tripolsky and Chris Picciurro, CPA, engage in a vibrant discussion with Bob Doyle, the President and CEO of the Michigan Association of CPAs (MICPA). The episode navigates through Bob’s unique journey from engineering and marketing to leading a prominent association for CPAs, highlighting the dynamic changes and future trends in the accounting profession.During the conversation, Bob sheds light on pivotal initiatives, including the evolution of CPA credentials and the strategic emphasis on talent pipelines. The dialogue dives into how the landscape is shifting towards more inclusive pathways for early-stage (interested) CPAs, enhancing flexibility in education and fostering community-driven practices. Bob's insights into the profession’s future paint a picture of an industry embracing technological advancements and innovative collaboration, ensuring that CPAs remain not just integral but indispensable to their clients' success.Key Takeaways:Inclusive Pathways: The introduction of alternative pathways to CPA licensure aims to remove barriers for aspiring accountants, offering an option of a bachelor's degree plus two years of experience.Evolving CPA Role: The shift towards a more advisory role highlights CPAs as indispensable business partners, going beyond traditional tax preparation.Community-Based Practices: Emphasizing the importance of community-driven and small firm practices, which play essential roles in local economies and offer substantial career satisfaction.Technological Integration: The growing importance of embracing AI and other technologies as tools to augment, not replace, the value CPAs deliver.Leadership and Succession Planning: The need for proactive succession planning and cultivating workplace cultures that retain talent amid a generational shift.Notable Quotes:"Accounting is a great career not because you’re stuck in it, but because it offers a variety of pathways to exciting opportunities." - Bob Doyle"The future of the CPA profession lies in being an indispensable business partner through advisory and client-centric services." - Bob Doyle"AI will not replace accountants; it’s the accountants leveraging AI who will surpass those who don’t." - Bob Doyle"It's not just about the numbers. Being an accountant means being a pivotal part of your client’s success story." - Bob Doyle"Think of CPAs as the coolest profession around, integrating community impact with professional rigor." - Bob DoyleResources:Michigan Association of CPAs (MICPA)Connect with Bob Doyle on LinkedInMRR Institute (00:00) - Exploring the Future of the Tax Profession with Bob Doyle (05:30) - From Engineering to Accounting: A Journey of Leadership (08:20) - Building a Collaborative Future for CPAs in Michigan (13:52) - New Pathway to CPA Licensure in Michigan (16:42) - The Evolving Role and Future Challenges of the CPA Profession (22:54) - Opportunities for CPAs in Michigan's Small Firms (24:20) - The Modern CPA: Passion Beyond Numbers (25:53) - The CPA Legacy and Nike's Phil Knight Connection (27:17) - Balancing Work Hours for a Positive Company Culture (28:15) - The Human Element in Accounting and Client Relationships (31:23) - Collaboration and Learning in Small Firm Leadership (32:50) - The Importance of Algebra Skills in Accounting Careers (35:14) - Opportunities for CPAs in Small Towns and Rural Areas (37:59) - Succession Planning and Networking for Small Firm Practitioners (41:45) - Young Professionals Prefer Office Work for Career Advancement (43:30) - The Future of Accounting and Firm Dynamics (47:58) - Embracing AI in Accounting for Future Success (49:27) - The Evolving Role and Opportunities for Small CPA Firms (51:29) - The Coolest Profession: Insights Into the CPA Journey (54:39) - Scaling Tax Practices and Investment Advisory Disclaimers
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    55 分
  • Ep. 22 | Skyrocket Your Tax Firm’s Growth with Value-Based Pricing

    Ep. 22 | Skyrocket Your Tax Firm’s Growth with Value-Based Pricing
    2025/05/15
    FREE CPE (1 credit) via EarMark: https://earmark.app/c/2472About The Guest: Ivan ArroyoIvan is a seasoned tax professional and the owner of a CPA practice in the Wenatchee Valley, Central Washington. With a focus on personalized client service, Ivan has significantly transformed his firm by adopting a subscription model, allowing for predictability and efficiency in business operations. Bilingual and deeply integrated into his community, Ivan specializes in serving the Hispanic business community, and he has built a reputable practice known for its strategic tax planning and consulting services.Episode Summary:In this episode of the Mr. R Show, the focus is on transformative strategies for modernizing tax practices through the successful adoption of a subscription model. Hosts Chris and John invite Ivan Arroyo, a seasoned CPA with a deeply personal approach to client relationships, to share his firsthand experience transitioning his firm to a subscription-based model. Recorded with rich insights and humor, the conversation delves into the initial fears, strategic shifts, and rewarding outcomes of this business model overhaul. Ivan emphasizes the critical thinking and calculated risks involved in such a transformation, presenting an honest portrayal of the journey from a traditional framework to a more advantageous subscription model.Ivan details how he managed this significant changeover within his practice, which involved strategic client selection, service diversification, and the immense value of proactive client communication. Central to this transformation was the development of business friendships based on mutual care and understanding, with Ivan placing a personal investment in his clients' success. By leveraging his unique position as a bilingual professional, Ivan expanded his client base, cultivating a rich network of referral-based businesses that supported his firm's growth. The episode is a must-listen for tax professionals seeking to modernize and scale their practices through innovative methodologies and effective client relationships.Key Takeaways:Client-Centric Approach: Ivan prioritizes building business friendships over mere transactional relationships, resulting in high client retention and satisfaction.Strategic Transition to Subscription Model: The transition was implemented with careful planning and was initially tested with a select group of trusted clients to ensure seamless execution.Value of Being Bilingual: Ivan’s bilingual skills significantly contributed to his success by allowing him to build deeper connections with his predominantly Hispanic clientele.Enhanced Service Offering: The shift to a subscription model encouraged the recognition and billing of additional services that were previously overlooked.Adoption of Non-Traditional Benefits: Ivan emphasizes a balanced work-life culture within his firm, including flexible working conditions and appreciation for personal time, fostering a dedicated and satisfied team.Notable Quotes:"I never even thought about going on my own. It just sort of happened.""It's not easy, but it's not easy sticking with what you've got.""Having that connection with clients is being about building business friendships truly matters.""People don't want to do that because they're thinking, well, the clients are not gonna be happy, but it's the opposite.""The value of your knowledge isn't just the value of your time."Resources:MRR Institute: WebsiteEncouraging listeners to engage with this insightful episode, "The Mr. R Show" offers an invaluable perspective on evolving the tax practice landscape. Tune in for more episodes filled with expert advice and strategic insights for scaling and modernizing your practice. (00:00) - Transitioning Tax Practices to a Subscription Model (06:17) - Transitioning to a Subscription Model in a CPA Practice (12:47) - Building Client Relationships Through Word of Mouth and Networking (16:31) - From Random Ventures to Restaurant Accounting Expertise (18:29) - Building Business Friendships Through Bilingual and Industry-Specific Communication (22:50) - Balancing Career Choices with Family Traditions (25:13) - Transitioning to Value-Based and Subscription Pricing Models (33:03) - Implementing New Service Models and Client Engagement Strategies (36:10) - Client Engagement Strategies and Decision-Making Techniques (37:43) - Optimizing Service Offerings and Billing Practices for Clients (39:47) - Building Trust and Value in Client Relationships (47:00) - Quick Vehicle Fix With Help From a Gearhead Friend (48:36) - Building Client Value and Team Culture in Accounting Firms (51:03) - Creating a Balanced and Employee-Friendly Workplace Environment (55:40) - Shifting to Subscription Models and Business Mindset Changes (58:33) - Scaling and Modernizing Your Tax Practice with Expert Tips
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    1 時間
  • Ep. 21 | Taking the Leap… Into Firm Ownership

    Ep. 21 | Taking the Leap… Into Firm Ownership
    2025/04/15
    FREE CPE (1 credit) via EarMark:https://earmark.app/c/2392About the Guest: Katie Munoz Katie is a seasoned tax professional and firm owner with a career spanning over eight years. She leverages her expertise to modernize tax practices with a focus on integrating innovative solutions tailored for firm management and personal development. Katie is known for championing a healthy work-life balance and effective process management within the tax industry. Based in Washington State, she operates MHPE CPA, facilitating services from bookkeeping to fractional CFO roles. Katie actively participates in peer to peer mastermind groups, providing guidance and support within her professional community.Episode Summary:In this vibrant episode of the Mr. R Show, co-hosts John Tripolsky and Chris Picciurro unfold the intriguing journey of Katie Munoz, a prominent figure in the tax industry. Diving into Katie's experiences as she transitioned into firm ownership, sharing valuable insights on how she managed to blend personal life goals with her professional ambitions, defying traditional industry standards. From her initial move from intense firm demands to establishing a balanced and modern approach, Katie candidly discusses the highs and lows she encountered and the hard lessons learned along the way.Expanding on her tactical shift eight years ago, Katie outlines her strategic plans for technological integration and process optimization. The conversation explores the importance of setting realistic professional boundaries, ensuring efficient bookkeeping practices, and embracing new technology solutions to improve client communication. The dialogue offers a comprehensive guide filled with actionable advice from Katie, making it an invaluable resource for tax professionals considering similar transitions. Listeners are encouraged to explore these insights to fuel their own professional journeys.Key Takeaways:Entering firm ownership can be daunting, but surrounding oneself with a supportive network and resources can ease the transition.Setting clear boundaries and focusing on work-life balance is crucial in sustaining long-term success in the tax industry.Embracing technology, such as practice management software and other tools, enhances service delivery efficiency.Developing a comprehensive pricing and service model helps in retaining high-quality clients and offloading less compatible ones.Building strong peer networks can provide continuous learning opportunities and sharing of best practices across the industry.Notable Quotes:"There is such a giant stigma, which we have all talked about in the accounting industry, of that, oh, if you're going to go on your own, then you must be working those 50 hours to run that practice." – Katie Munoz"People are before paper. The people in my life, including myself, are more important than the piece of paper that you have in your hand." – Katie Munoz"If you're thinking about it and you're there, it's because it's probably meant for you. You're that person who has the drive and the desire to do it." – Katie Munoz"You have to find the people that are going to help you be good. That's it." – Katie Munoz"There's actually enough room for all of us. I'm not intimidated by somebody else who has different clients than me." – Katie MunozTune in to this episode to navigate the practical strategies Katie Munoz employed to create a thriving professional environment while maintaining personal fulfillment. Whether you're nearing a career pivot or simply looking to innovate your current practice, this episode promises insightful strategies and motivation to fuel your journey. Stay engaged for more episodes of the Mr. R Show, where expert knowledge meets practical wisdom in the world of tax and accounting. (00:00) - Taking the Leap Into Firm Ownership (03:29) - Taking the Leap Into Firm Ownership and Finding Balance (12:12) - Comprehensive Financial Services with Specialized Departments (14:40) - Entrepreneurial Journey Amidst Skepticism and Support (17:59) - Building Trust and Loyalty in the Accounting Industry (21:16) - Embracing Delegation and Finding Strength in Teamwork (25:52) - Balancing Work Expectations With Personal Life Commitments (32:07) - Building Client Relationships and Pricing Strategies in Accounting (37:35) - The Importance of Selective Invitations and Saying No (40:17) - Tools and Resources for Starting a Tax Preparation Firm (44:40) - Welcoming Atmosphere at Tax Professional Conferences (46:51) - Networking and Collaboration in the Tax Profession (49:19) - Balancing Business Ownership, Family, and Personal Achievements (53:51) - Connecting with Tax Professionals and Networking Opportunities
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    58 分

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