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In this episode, Dominique Molina, an expert in unleashing the power of asking the right questions, discusses topics such as advanced tax deductions, transitioning from a transactional to a consultative model, the importance of changing pricing structure, exploring tax crimes, understanding context in expense documentation, and utilizing technology and resources in tax planning.

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Jeremy and Chris welcome special guest Keila Hill-Trawick (⁠@littlefishcpa on Twitter). Keila is the Founder + CEO of Little Fish Accounting, a boutique CPA firm⁠. The key takeaways from the episode (courtesy of ChatGPT) are: The challenges faced by traditional accounting firms in expanding capacity and bringing on more clients. Keila's background and motivation for starting her own accounting firm without preconceived notions of how an accounting firm should operate. Keila's approach to learning the technicalities and best practices of accounting while building a different kind of accounting firm. Follow the show on Twitter ⁠⁠@CPAAdvisoryShow⁠⁠ Jeremy Wells on Twitter ⁠⁠@JWellsCFO⁠⁠ Chris Hervochon on Twitter ⁠⁠@ChrisHervochon

Jeremy and Chris welcome special guest Grant Dougherty (⁠@DouTaxSolutions⁠ on Twitter). Grant is the founder of Dougherty Tax Solutions, a boutique tax advisory firm⁠. The key takeaways from the episode (courtesy of ChatGPT) are: Grant explained the challenges he faced in meeting the accounting hours requirements and the decision not to pursue additional college courses for eligibility for the CPA. Grant delves into the role of a corporate tax accountant and the coordination involved in preparing corporate tax returns. He highlights the importance of understanding the nuances of tax laws and the need for coordination with professionals, such as those from the big four firms. Grant shares his marketing approach, particularly through social media platforms like Twitter. Grant mentions the use of Facebook groups and offering year-end tax planning services. Grant discusses the pricing structure and the inclusion of year-round advisory services along with tax preparation. Follow the show on Twitter ⁠⁠@CPAAdvisoryShow⁠⁠ Jeremy Wells on Twitter ⁠⁠@JWellsCFO⁠⁠ Chris Hervochon on Twitter ⁠⁠@ChrisHervochon

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