Agency Intelligence

In this episode of Agents Influence podcast, host Jason Cass interviews Tena Hoyt, the Owner of Geary & Hoyt CPA’s PC. Tena talks about the impact of recent tax changes, the significance of giving financial reports to your clients, and shares her knowledge and expertise in the accounting industry. Episode Highlights: Jason introduces Tena Hoyt. (4:12) Tena mentions that when her father’s former accountant offered her a new job, she left her father’s restaurant for the accounting firm, as a staff accountant. (8:41) Tena shares that their niches were insurance agencies, grocery stores, and retail. However, the insurance agency somewhat developed with the client base that they have and they have seen what’s essential along the way, that they could potentially provide. (11:04) Tena thinks that it’s significant for the client to get reports that are meaningful to you, particularly with the trust fund. (15:14) Tena shares that when it comes to automation, getting information from the client has allowed th