Data Science: Discover Customer Insights for Running a Smarter Business
Episode 63 of Landscape Digital Show reveals how data science can help discover and interpret customer insights for running a smarter business.
This episode examines the role data plays in the success of your business, and how to acquire, analyze, and use it to gain valuable customer insights
I l…
Ep #3: How Joel Yaeger Built an Integrated Tax and Wealth Advisory Firm
Dave Haase sits down with Joel Yaeger, CPA and Founder of CMPD Wealth Advisory & Tax, to explore how modern tax firms are evolving beyond traditional compliance work. Joel shares his vision of creating a true one stop shop that integrates tax planning, wealth management, and eventually legal servic…
Ep #4: The Real Value of Tax Professionals in an AI World with Yehuda Tenenbaum
Dave Haase sits down with Yehuda Tenenbaum, EA and founder of Y10 Tax Solutions, to explore his journey from reluctant do-it-yourselfer to successful tax professional. Yehuda shares how he transitioned from running finances for his wife's summer camp to building his own accounting firm, making the …
Ep #5: Building a Tax Practice Around Freelancers and Self Employed Clients
Dave Haase sits down with Adam Manning, Founder of Nomadic Solutions, to discuss building a tax practice that serves small businesses and self-employed clients others often overlook. Adam shares how he grew from helping 2 clients to running a full practice in just 2 years, with a unique focus on ta…
Ep #6: AI Automation in Tax Practice with BlueSky Wealth Advisors Head David Blain
Dave Haase sits down with David Blain, the CFA and founder of BlueSky Wealth Advisors, to explore how combining tax preparation with wealth management creates superior client outcomes. David shares his unconventional path from West Point graduate and military special ops to building a practice that…
Ep #7: Paul Whelan on Automating Tax Workflows and Practice Management Systems
Dave Haase sits down with Paul Whelan, EA and Founder of Whelan Advisory Group, to discuss building and scaling a modern solo tax practice. Paul shares his journey from working at a local firm to starting his own practice 2 years ago, focusing on small businesses under $5 million in revenue. He exp…
Revolutionizing Tax: Leveraging AI to Transform Your Practice
In this episode of The Enrolled Agent Advocate, Brandy Spears sits down with Dave Haase, CPA, entrepreneur, and founder of Juno, for a timely conversation about AI, automation, and the future of tax practice. Dave shares why he first saw AI as both a threat and an opportunity after watching ChatGPT…
Ep #8: Rocky Lippold on Why AI Will Make Tax Work More Human
Dave Haase sits down with Rocky Lippold, founder of Freedom Tax Accounting & Tax, who has an unusual story of retiring three times and coming back stronger each time. Rocky just acquired a practice with 850 clients, adding to his existing 400 clients, and is eyeing another acquisition before tax se…
Why Smart Accountants Are Not Scared of AI
Host Dave Haase sits down with Misty Newsome, CPA and Founder of her own boutique accounting firm, to talk about how AI is reshaping tax and bookkeeping work. Misty shares how she grew a solo practice into a firm serving 40 to 45 clients while homeschooling 6 kids, and why she believes tax will end…
Fast to 97, Slow to 100 - Dave Haase (Juno)
What happens when a firm owner decides the only real fix for busy season is building the software himself?
Dave Haase is the founder and CEO of Juno, a tax prep automation platform built by CPAs for tax firms. He came into the profession sideways: a finance degree from Indiana, brand work at Genera…
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