[00:01 - 01:10] Opening Segment 

• Salim Omar, CPA introduces Manuj Aggarwal to the show!
• Manuj Aggarwal started as a factory worker and went on to become an elite technology consultant and business mentor
• He is recognized as one of the top 500, global thought leaders in AI and startups by Brain Z magazine

[01:11 – 07:43] Achieve Success And Reduce Stress

• Increase your self-worth and focus on discovering what value he could create in the world
• CPAs should look at how they can make a bigger impact on more people
• Offer something of value to their clients
• Life never lets us down and we should have the confidence to overcome challenges

[07:44 – 15:44] Increase Productivity Through The Use Of AI Technology

• Small business owners tend to take on too much stress
• Reduce stress and delegate responsibilities to their team members
• Adopting new technology such as AI can make it easier for small business owners to manage people
• Finding your true “Why” is essential for self-belief and self-reinforcement

[15:45 - 22:42] Closing Segment

• Manuj talks about the importance of personal development and finding value to offer others in order to increase self-worth!
• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  
• Final Words
   

Connect with Manuj Aggarwal on his:

Website: Manuj Aggarwal

LinkedIn: @manujaggarwal

Twitter: @manujagro

Instagram: @manujagro

Facebook: @manujagro

YouTube: @manujagro
 

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. 

Don’t forget to like, subscribe, and leave us a review!

If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/

If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com

Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.

Tweetable Quotes 

“Stress always comes about imagining our current fears that will come true in the future.” - Manuj Aggarwal

“Everything is belief. Self-belief is very important because even if you have a good support system, what you can see, nobody else can see as an entrepreneur. So that self-belief and self-reinforcement is very, very, essential." - Manuj Aggarwal

“The concept of Kaizen, a Japanese term, is a constant and never-ending improvement. And it's really the small things when done every day that can make that big difference.” – Salim Omar, CPA

[00:01 - 01:10] Opening Segment 

• Salim Omar, CPA introduces Adam Lean to the show!
• Adam Lean is a former accountant, turned two-time entrepreneur who built, scaled, and sold two businesses
• He is the CEO of TheCFOProject.com

[01:11 – 07:43] Improving Revenue, Profit, and Cash Flow With A CFO

• Most businesses owners rely on their accountant or bookkeeper to understand numbers as they don’t want to understand it themselves
• Business owners need help understanding cash flow and other accounting concepts
• Accountants are uniquely placed to help business owners
• Accountants need to learn how to forecast and understand the main drivers of a business in order to provide forward-looking advice

[07:44 – 15:44] Why Business Owners Need A CFO

• Accountants must be able to follow up with clients throughout the month to ensure they are taking action
• All business owners want someone they trust to help them with their business
• Accountants prioritize urgent tasks over important ones
• Accountants can package service as one or hire people under them to do tax returns and bookkeeping

[15:45 - 22:42] Closing Segment

• Adam Lean shares his insights on creating financial stability with the use of a CFO for your business!
• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  
• Final Words

Connect with Adam Lean on his:

Website: The CFO Project

LinkedIn: Adam Lean

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. 

Don’t forget to like, subscribe, and leave us a review!

If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/

If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com

Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.

Tweetable Quotes 

“It's not enough just to understand all the technical sides of being a CFO. You also have to understand what we call the soft sides of being a CFO. You have to understand how to talk to business owners and a way to get them to take action. You have to understand how to make plans.” - Adam Lean

"Every business wants somebody that they trust. And if you're already their accountant, they trust you. They inherently trust you and if you come to them and say, “Hey, I was going through your tax return, I was going through your books, and I noticed I spotted some red flags and I spotted some opportunities for growth.” Can we get on a call tomorrow or next week? Who's going to say no to that? So, they're all going to be interested, and because they already trust you." - Adam Lean

“I feel the accountant is very uniquely placed with a lot of trusts, a lot of relationships that they've got, and a really a look in the inside. And if they can then utilize their observation and bringing into the business owner in terms of what they need to do going forward to make their business better and more efficient and so forth.” – Salim Omar, CPA

[00:01 - 00:56] Opening Segment 

• Salim Omar, CPA introduces Uday Ranpara to the show!
• Uday Ranpara is the promoter and director of multiple firms
• Finding the right talent is a significant challenge

[00:57 – 10:44] Finding The Right Talent: Benefits Of Outsourcing For Accounting Firms

• The benefits of outsourcing include cost savings, access to the right talent, and avoiding the headache of providing training
• His academy runs different training programs to improve communication and increase efficiency
• Automation and outsourcing can reduce time and cost
• Taking a leap of faith is necessary for outsourcing

[10:45 – 17:09] Improving Communication And Automation With Outsourcing

• Security, data theft, data leakage, or data breach are some of the hesitations firms have before outsourcing
• Engagement letters should be used to address security concerns and regulatory restrictions
• The track record and security measures of the outsourcing firm
• Conducting training programs and workshops for employees

[17:10 - 23:30] Closing Segment

• Uday Ranpara highlights key factors to consider when choosing an outsourcing partner including track record, security measures, technology investments, and licenses for software, training programs, and communication!
• Salim Omar, CPA invites listeners to reach out through the website, https://www.cpamarketinggenius.com/our-team!  
• Final Words

Connect with Uday Ranpara on his:

Website: Unison Globus

LinkedIn: Uday Ranpara

Thanks for listening to the CPA Marketing Genius Podcast. If you’d like to hear more episodes, you can find them at cpamarketinggenius.simplecast.com, or in your favorite podcast directory. 

Don’t forget to like, subscribe, and leave us a review!

If you want to learn more about Salim and CPA Marketing Genius, please visit https://www.cpamarketinggenius.com/

If you would check out Dr. Michael Useem's book "The Edge" for yourself, visit mikeuseem.com

Thanks for tuning in! We’ll see you next time on the CPA Marketing Genius Podcast.
 

Tweetable Quotes 

“Because there are so many outsourcers, how to choose the right one because outsourcing nowadays is not only outsourcing, you are choosing your partner, with whom you are working day and night. So, you have to be very much vigilant in choosing the right outsourcing partner.” - Uday Ranpara

"The main benefits these days. What people will get more than that over and above that, definitely cost is one major thing but then, in US and India, there are more than 10 hours of difference between these two countries. So, when US sleeps, India is working and when India sleeps US is working." - Uday Ranpara

“It's not a replacement, an outsourced team such as Unison Global compliments your existing in an in-house team.” – Salim Omar, CPA