023 PPP: A President’s Personal Priorities (feat. Roger Harris, EA)

Episode #23

HAPPY HALLOWEEN 2021

PPP: A President’s Personal Priorities (feat. Roger Harris, EA)

recorded 8/2/2021

Roger Harris, EA | President of Padgett Business Services

Athens, GA

***shout out to our 1st PAID sponsor Reach Reporting***

5 I will not play golf if I don’t need a cooler to keep the beer cold

6 After you’ve found your career, did you really need your CPA?

10 Don’t question Mr. Padgett, or he will fire you!

12 The principles of marketing to clients haven’t changed in 50 years

13 How did you go from the paperboy to running Padgett?

15 What’s the biggest change from when you started 40 years ago?

16 Has it been a struggle to get a lot of the older Padgett offices to change their mindset?

17 We have to stop getting paid for what we do, and start getting paid for what we know.

18 Our value is not looking backward, but looking forward

21 It’s easier to keep you out of trouble than to get you out of trouble

24 Serving on the IRS Advisory Council for 4 years

25 The IRS is one of the biggest Social Welfare programs in the world

***shout out to Charles O. Rossotti***

29 The IRS might get worse before it gets better.

30 Roger, at what point are you going to roll up your sleeves and fix the IRS?

***shout out to our 2nd PAID sponsor Tallyfor***

35 How many real IRS audits have any of you been through?

36 Intent and ignorance have the same effect on the tax system

41 At the end of the day every checker player can become a king

43 The biggest mistake we make as professionals is we don’t set priorities

46 Do not spend $5 of my money looking for $1 of someone else’s

47 Everything has to be judged on the priorities you set and materiality

48 What do you look for in a new Padgett Franchisee?

49 Tell us some old client stories

52 Set family and personal priorities and stick to them

***shout out to Jeff Phillips***

***shout out to Amanda Aguillard***