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#CareerConvos™️ with Nikki is a top-rated podcast hosted by Nikki Winston, CPA. Centered on lived-in career advice, the show speaks to accountants, CPA candidates, and finance professionals navigating the realities of Corporate America. With a focus on career development for Black professionals, each episode dives into workplace dynamics, personal branding, leadership, job search strategy, and includes a dedicated CPA exam prep series.
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This is THE PODCAST for learning about how to dominate your professional accounting or finance career and how to become certified in your field as a CPA, CMA, EA, CIA or CISA. Bryan Kesler walks you through the steps he took to pass the CPA exam while working full time and hosts interviews with people very similar to yourself to learn how they are successful in their careers. Bryan launched his blog theCPAguide.com and CMAguide.com in July of 2012 and has helped thousands of people sign up a ...
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IRS Whisperer

Dan Henn, CPA, CTR™

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This is a show for tax professionals who want to expand their tax practice into IRS Representation (Collections and Exam). We teach the principals (and some advanced tips) on Marketing, Practice Management and Tax Technical tips to grow, manage and handle just about any case.
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What happens when your job disappears, but your bills and ambition Don’t? In this raw and powerful episode of Career Convos™️ with Nikki, I talk candidly about what it really feels like to be laid off, and how to navigate the messy middle between endings and new beginnings. From that gut-punch calendar invite from your boss and HR that changes ever…
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How do you start your day? Are you rushing from one thing to the next before you’ve even had a chance to breathe? In this episode, I share how creating intentional morning rituals - like my WOOSAH Room - transformed not only how I start my day but also how I approach my career decisions. But let’s talk about interviews. How many times have you walk…
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Going back to the basics with the CPA exam. Before you start studying for any section or buying course materials, there’s a very important question you must ask yourself: are you MENTALLY prepared for the CPA exam? I’m publishing a Financial Statements Overview session soon but for now, listen to this super important conversation about getting your…
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In this episode, we dive into the opportunities available for licensed tax professionals in handling IRS collections cases. Using data from the IRS Data Book, we explore the prevalence of taxpayer delinquent accounts, offers in compromise, and installment agreements. The host discusses the potential earnings for tax professionals, emphasizing the b…
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Mastering the Value Ladder and Reasonable Cause Penalty Abatements for Tax Practitioners In today's episode, we discuss two key topics beneficial for tax practitioners: the value ladder strategy for marketing and practice management, and the technical aspects of reasonable cause penalty abatements. The value ladder is explained with examples of cre…
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Effective Marketing Strategies for Tax Professionals In this episode, Dan Henn, CPA, CTR™, discusses various marketing strategies for tax and bookkeeping practices, based on ideas shared during a mastermind group meeting. Key suggestions include leveraging client referrals, utilizing church bulletins for advertising, mailing paper newsletters, and …
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Managing Procrastination and Payment Plans: Essential Tips for Tax Professionals In this episode, Dan Henn, CPA, CTR™ also known as the IRS Whisperer, addresses the prevalent issue of procrastination among clients and its adverse effects on tax professionals. Dan explores ten significant consequences, including missed deadlines, increased stress, f…
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In this episode, the Dan Henn, CPA, CTR™ focuses on best practices for communication and documentation in the tax representation field. He emphasizes the importance of reducing verbal communications to written form to avoid disputes. He suggests using emails, letters, and recordings to accomplish this task. Dan Henn, CPA, CTR™ also provides strateg…
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In this insightful episode of the IRS Whisperer Podcast, we delve into the dual topics of leveraging newsletters for business growth and ensuring you are adequately compensated for your professional services. Key Highlights: The Power of Newsletters: Discover how newsletters can be a potent tool for marketing and client engagement. Dan Henn, CPA, C…
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In this episode of CareerConvos™️, I’m sharing the story of my real job while I was working on my undergraduate accounting degree — the job I had instead of doing accounting internships. I talk about why I skipped public accounting and how that experience gave me valuable, transferable skills that shaped my career in unexpected ways. From negotiati…
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Writing a book is one of the best things you can do for your tax practice. It can become the best thing to differentiate yourself from your competition. It will become your new business card and it can lead to better clients, speaking gigs, and possibly TV/radio/podcast interviews. Why don't you have a book of your own with your name in the title. …
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Nikki Winston, CPA: Okay. So I wanna talk today to those of you who have ever left a job because you didn't like it. You maybe were bored with what you were doing. Maybe it was beneath you, or you just did not feel like you were adding any value. You didn't understand how the work that you do at your desk is part of something bigger or something gr…
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Welcome to our exploration of a topic that many tax professionals and licensed practitioners often grapple with: raising fees. Despite the ever-present dynamics of inflation and market forces, numerous professionals find it incredibly challenging to increase their rates. In this episode, we'll dive into several key reasons behind this hesitation an…
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Collecting retainers has been one of the best things that I ever did. I collected a 50 percent retainer on tax preparation. I would do at least a 50 percent retainer on collections cases. If you want to know more and how to handle this in your tax practice, this episode is for you.By Dan Henn, CPA, CTR™
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In this episode of Career Convos with Nikki, I share my personal journey navigating the choice between public accounting and industry. I talk about the early career pressures I faced, the stigma around public accounting, and why I intentionally chose a different path. I also discuss the challenges of job hopping, finding the right fit, and how I le…
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Ever gone to the office worked a whole day and on your way home you are thinking, "What the Heck did I do today?". You feel that you have nothing to show for it. You answered two to three "Got a minute" phone calls, returned all of the email that came in within 5 minutes of it showing up and even met with a few clients that were not previously sche…
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This episode of #CareerConvos™️ with Nikki is about: Speaking up in meetings, letting your presence be known Having an agenda for your meetings - even if you create your own Everything you think and feel doesn't need to be put in the universe Own the energy that you bring into the environment Whether you're at the office or at the house, get dresse…
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Don’t assume that your manager really knows what you're up to at work. They too have a career to manage + other people, so your stuff isn’t always top of mind. Join me to explore practical ways to manage upward and use your influence, regardless of your job title. From improving communication to highlighting your achievements effectively, this epis…
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You're burned out at work. Before you go looking for a new job, ask yourself: What are you running TO, or what are you running away FROM? In this episode of Career Convos with Nikki, I'm talking about burnout, corporate drama, and the challenges of networking in a remote world. With over one-third of employees looking for new jobs and more than 7.8…
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Welcome to CareerConvos™️ with Nikki, the podcast that’s all about owning your career and showing up as your authentic self. Whether you’re preparing for the CPA exam, navigating the corporate world, or building your own business, this is the career coaching you need to elevate your career. I’m Nikki, a CPA, corporate accounting executive, and WERK…
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Are you looking for answers to questions about your career? Email me your career questions and I'll answer on an upcoming episode of #CareerConvos™️ with Nikki. Career Q&A: should I still give notice if I leave a job because of a toxic workplace? My answer is YES. Don’t let a toxic workplace dictate how you carry yourself. Handle professional situa…
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BONUS CONTENT: https://www.keslercpareview.com/trial Todays episode is a special interview with Julie who spent six months failing with Becker. Thankfully, she joined Kesler CPA Review, our mentorship program, and learned HOW to study and implemented Study Loops and Study Funnels. She used our private community to keep herself focused and motivated…
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In this episode of Career Convos™ with Nikki, I reflect on the important lessons I learned during the challenging process of buying a new construction home. I dive into why discomfort is essential for growth and how pushing through uncomfortable situations, whether voluntary or involuntary, builds resilience and prepares you for bigger wins ahead. …
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KESLER CPA DISCOUNTS: https://www.cpaexamguide.cpastudyhacks.com/kesler-yt-discounts Listen To The Full Interview Here (Episode 38): https://www.cpaexamguide.com/learn/cpa-exam-guide-podcast/ Natalie has an incredible story of overcoming massive obstacles on her journey to passing the CPA Exam. Listen as she shares the drastic steps that she took t…
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Receiving penalties from the IRS? Let’s use what the Internal Revenue Manual (IRM) says about penalties to our advantage. In this episode, Dan shares how to start building professional relationships that lead to client referrals, why you should develop a system for onboarding new clients, and some helpful tips for handling penalty abatement request…
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Are you struggling to get new clients? Implementing lead magnets into your marketing plan could be your solution! In this episode, Dan breaks down the different types of lead magnets, how to decide which is best for you, along with multiple real-world examples proving their effectiveness. Dan also shares tips to manage your billings and increase yo…
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KESLER CPA DISCOUNTS: https://www.cpaexamguide.cpastudyhacks.com/kesler-yt-discounts Angie was determined to pass the CPA before she turned 50. It was a lifelong goal and after struggling for years knew that she needed someone to coach her on the best way to study and pass and a community of like-minded CPA candidates to cheer her on. She used Kesl…
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KESLER CPA DISCOUNTS: https://www.cpaexamguide.cpastudyhacks.com/kesler-yt-discounts Jennine dominated the CPA exam with an average score of 95.25 across all four sections. She used Kesler CPA Mentorship (Ultimate CPA Exam Guide) extensively as she planned and learned how to study. Discover HOW she passed while working full time and much more. Inte…
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Stop losing clients! Stay top-of-mind and build a better client relationship with a paper newsletter. Join Dan in this information packed episode to learn how to incorporate a paper newsletter into your marketing plan. You’ll also learn when it’s appropriate to use a Power of Attorney and why you need to implement systems into your practice. Key Ta…
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KESLER CPA DISCOUNTS: https://www.cpaexamguide.cpastudyhacks.com/kesler-yt-discounts Yasmin was an off and on CPA candidate for several years. She kept failing and buying new study materials and failing again and just couldn't figure out what was wrong! That was before she found her secret weapon. Kesler CPA Review mentorship, study supplements and…
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Would you like to prevent paying a preparer penalty? Paul Hamann of RCReports will tell you how. In this episode, Dan and Paul discuss exactly what reasonable compensation is and why it’s important for every tax professional and business owner to understand. They examine some real cases involving reasonable compensation issues and how the tools and…
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Wanting to grow your tax practice and make more money? Then this show is for you. Our first guest on the show, Jassen Bowman, will share why you should add IRS Collections representation to your practice and how to do so with confidence. Join Dan and Jassen as they take a deep dive into developing a recession proof tax practice. They discuss how yo…
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Welcome to the first episode of the IRS Whisperer podcast! In this episode, Dan discusses why you should consider writing a book to expand your marketing strategy and some great tips on how to get started. He also shares some important things to consider when collecting payments from clients before wrapping up with an introduction to handling IRS c…
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Hey fellow tax professional, are you ready to become the superhero your clients need all while achieving financial freedom in your tax practice? Join Dan Henn, CPA, CTR™, CTC, and co-founder of the Tax Resolution Academy® with nearly 30 years of experience in the industry, through invaluable interviews with industry experts and informative discussi…
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In this episode of #CareerConvos™ with Nikki I open up about embracing discomfort during some of the most challenging times in my career and personal life. I share how I made the difficult decision to leave a toxic job without having another lined up and how that led me to fully invest in my businesses. From there I talk about how Microsoft found m…
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