Tatiana Podel
CPA, Certified Tax Coach, and Owner of Podel CPA in Florida; transformed a 800-client tax practice into a $1M+ advisory firm focused on tax strategy and business growth.
1
APPEARANCES
1
PODCASTS
Jul 1, 2026
Tatiana PodelGUEST
And although we gave our clients really good advice, we- The approach that the firm took was, "Let's not open a can of worms.
Tatiana PodelGUEST
If they ask, we'll answer, but we don't wanna, you know, lead conver- have conversations lead to more questions and more complex- complexities.
Tatiana PodelGUEST
Like, let's keep it simple." So it was really how many returns can we do as simply and as fast as possible, versus really being that true advisor to our clients.
6 MINS LATER
Tatiana PodelGUEST
And then as far as the program goes, the fact that we had homework, I think to me that's a game changer.
Tatiana PodelGUEST
Because it forces you to take action, versus a lot of coaching programs, it's just, you know, join the call, and you can kind of just listen in or watch the video.