Agency Intelligence

Agency Intelligence


Agency intelligence podcast, is your top insurance podcast with two unique series that let you hear from and learn from both agency owners and industry influencers. Agents Influence is your weekly guide to the latest and greatest thought leaders the industry has to offer. Agency Intelligence covers real data from real agents in real agencies.

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 them to do the automation for them every month. (19:54)

Tena mentions that this year’s changes in tax law have been one of the most challenging years she experienced. (20:14)

Tena shares that for the last four years, they’ve been encouraging people to utilize their platform, and it’s been used more this year. (22:41)

Tena mentions that some people don’t like change, but once they realize the ease and what they can get, then they’re more apt to use it. (22:49)

Tena mentions one of the main reasons they started with the portals because they’re more secure, and are a quick log in. (24:24)

Tena mentions that she’s currently reading the book entitled Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine, by Mike Michalowicz. (28:05)

Key Quotes:

“You need to have the skill and there has to be a little bit of luck, to make sure that you land in the place where you want to be. So, I would say a little bit of both because I think that’s how I kind of land where I am now, from where I started.” – Tena Hoyt

“People think of accounting as all math and yes, there is quite a bit of math in there. But it’s also like a big puzzle. Because you have to take all of this information and put it together to come up with that result.” – Tena Hoyt

Resources Mentioned:

Agency Intelligence

AI Mastermind

Reach out to Jason Cass

Tena Hoyt LinkedIn

Geary & Hoyt CPA’s PC


Imperial Premium Finance Specialists