5 Signs Your CPA Isn’t Doing Enough for Your Business – Tom Wheelwright and L. Gary Boomer
👉 https://bit.ly/3HLA8ql 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki’s CPA, and apply to the WealthAbility Accelerator today!
Is your CPA keeping up with AI? Are they adapting to private equity, talent shortages, and changing tax laws to truly serve your business? Join Tom Wheelwright as he explores how the CPA profession is changing and what business owners need from their advisors to stay ahead with his guest Gary Boomer.
Gary Boomer is the Visionary and Strategist at Boomer Consulting, Inc., recognized as a leading authority on technology, firm management, and practice transformation in the accounting industry. Named one of the 100 Most Influential People in Accounting for over 20 years, Gary specializes in helping firms and business owners navigate AI, executive leadership, and future-ready organizational frameworks.
In this episode, learn why large firm consolidation is changing client relationships, how AI is shifting compliance toward higher-value advisory services, the critical questions your CPA should be asking you, and why human relationship skills—not just technical knowledge—are the key to long-term business success.
Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
00:00 – Intro.
03:21 – Private Equity & Firm Consolidation.
08:28 – Elevating Leadership, Innovation and How to Navigate Talent Shortages.
12:16 – High-Value Accountant and Client Relations.
11:55 – Diversify Life Beyond Work and Your Business.
18:36 – Do You Have Their Trust? Find the Depth, Find the Trust Factor.
22:23 – Deal Maker vs. Deal Breaker.
21:31 – Practical Steps for Self-Assessment and Emotional Regulation.
27:18 – Is Your CPA Asking The Right Questions?
25:30 – Closing Statements.
Looking for more on L. Gary Boomer?
Website: https://www.boomer.com/garyboomer
LinkedIn: https://www.linkedin.com/in/lgboomer/
Twitter/X: https://x.com/lgboomer
—–
👔 ABOUT TOM: https://www.wealthability.com/tom/
💸 WEALTHABILITY LIVE: https://www.wealthability.com/wealthability-live/
🎓 EDUCATIONAL PRODUCTS: https://www.wealthability.com/
📕 TOMS BOOK “TAX FREE WEALTH”: https://taxfreewealthbook.com
📰 SIGN UP TO TOM’S WEEKLY REPORT: https://wealthability.com/getreport/
🎙️ FOLLOW THE PODCAST ON SPOTIFY: https://bit.ly/4bgs37w
🎙️ FOLLOW THE PODCAST ON ITUNES: https://bit.ly/3Qwh3tl
💰 WORK WITH A TFW ADVISOR: https://tfwadvisors.us/contact-us/
🎓 BECOME A TFW ADVISOR: https://tfwadvisors.us/franchise/
📺 JOIN THE CHANNEL: https://www.youtube.com/@TomWheelwrightCPA
FOLLOW US ON INSTAGRAM💜 @Tom_Wheelwright
ABOUT US:
Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.
DISCLAIMER:
WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.
—–
Disclaimer: The information provided in this video is for educational and informational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any financial instrument or engage in any financial activity.
The content presented here is based on the speaker’s personal opinions and research, which may not always be accurate or up-to-date. Financial markets and investments carry inherent risks, and individuals should conduct their own research and seek professional advice before making any financial decisions.
